TY 2010 Form 990

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (check all that apply)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) STEPHEN JONES CHAIR	3.0	X	X	0	0
(2) ROBERT W EVANS VICE-CHAIR	3.0	X	X	0	0
(3) JOHN L BENNER SECRETARY	3.0	X	X	0	0
(4) DICK P ALLEN BOARD MEMBER	3.0	X		0	0
(5) ALLYSON M BROOKS MD BOARD MEMBER	3.0	X		184,373	0
(6) WESTON G CHANDLER MD BOARD MEMBER	3.0	X		0	0
(7) JAKE EASTON III BOARD MEMBER	3.0	X		20,635	0
(8) MAX W HAMPTON BOARD MEMBER	3.0	X		0	0
(9) JEFFREY H MARGOLIS BOARD MEMBER	3.0	X		0	0
(10) GARY S MCKITTERICK BOARD MEMBER	3.0	X		0	0
(11) RICHARD A NORLING BOARD MEMBER	3.0	X		0	0
(12) VIRGINIA UEBERROTH BOARD MEMBER	3.0	X		0	0
(13) YULUN WANG PHD BOARD MEMBER	3.0	X		0	0
(14) RICHARD M ORTWEIN BOARD MEMBER	3.0	X		0	0
(15) JAMES O ROLLANS BOARD MEMBER (10/1/10-7/12/11)	3.0	X		0	0
(16) DOUGLAS ZUSMAN MD BOARD MEMBER	3.0	X		130	0
(17) RICHARD F AFABLE MD PRESIDENT & CEO / BOARD MEMBER	50.0	X	X	1,011,903	222,216

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) ANN L TAYLOR ASSISTANT SECRETARY	50.0	X			99,863	15,899
(19) ROBERT BRAITHWAITE SVP & CHIEF OPERATING OFFICER	50.0	X			486,992	49,046
(20) JENNIFER MITZNER SVP CORPORATE SERVICES & CFO	50.0	X			630,470	72,288
(21) JACK COX MD SVP & CHIEF QUALITY OFFICER	50.0		X		490,797	135,872
(22) RICHARD MARTIN SVP & CHIEF NURSING OFFICER	50.0		X		553,956	65,790
(23) SANFORD SMITH SVP REAL ESTATE & FACILITIES	50.0		X		438,426	74,153
(24) TIMOTHY CL MOORE SVP & CHIEF INFORMATION OFFCR	50.0		X		423,425	41,311
(25) CYNTHIA H PERAZZO SVP STRATEGIC & BUSINESS DVPMT	50.0		X		392,968	34,699
(26) FLYNN ANDRIZZI SVP	7.0		X		158,067	8,826
(27) ROBERT TANCREDI EXECUTIVE MEDICAL DIRECTOR COE	50.0			X	687,576	15,844
(28) ROBERT DILLMAN EXECUTIVE MEDICAL DIRECTOR	50.0			X	507,557	33,392
(29) MICHAEL BRANT-ZAWADSKI EXECUTIVE MEDICAL DIRECTOR COE	50.0			X	468,388	28,553
(30) TERRI CAMMARANO VP AND GENERAL COUNSEL	50.0			X	334,665	38,726
(31) JAN BLUE VP HUMAN RESOURCES	50.0			X	321,313	25,122

(A) Name and business address	(B) Description of services	(C) Compensation
TAYLOR ASSOCIATES ARCHITECTS 2220 UNIVERSITY DR SUITE 200 NEWPORT BEACH,CA92660	ARCHITECTURE	5,319,931
DELOITTE TOUCHE LLP 4022 SELLS DRIVE HERMITAGE,TN37076	CONSULTING	5,114,170
PACIFIC HOSPITALIST ASSOCIATES 510 SUPERIOR AVENUE SUITE 290 NEWPORT BEACH,CA92663	MEDICAL	4,355,526
DELL RECEIVABLES LP 211 E 7TH ST SUITE 620 AUSTIN,TX78701	COMPUTER SUPP/SRVCS	3,163,420
GG ORGANIZATION LTD 7670 WOODWAY SUITE 250 HOUSTON,TX77063	COLLECTION AGENCY	2,632,642
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 113

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	7,471,442	7,471,442
2	Grants and other assistance to individuals in the U.S. See Part IV, line 22	4,025	4,025
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 ....	5,672,484	542,943	5,129,541
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	1,231,135	1,231,135
7	Other salaries and wages	300,558,690	211,177,211	89,381,479
8	Pension plan contributions (include section 401(k) and section 403(b) employer contributions) ....	15,099,540	2,701,946	12,397,594
9	Other employee benefits .......	46,966,491	35,845,411	11,121,080
10	Payroll taxes ...........	22,816,921	9,608,457	13,208,464
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	2,856,471		2,856,471
c	Accounting ...........	558,392		558,392
d	Lobbying ...........	0
e	Professional fundraising. See Part IV, line 17..	0
f	Investment management fees ......	4,049,062		4,049,062
g	Other ..........	90,496,879	55,460,670	35,036,209
12	Advertising and promotion ....	2,860,143	22,170	2,837,973
13	Office expenses .......	127,116,890	116,384,042	10,732,848
14	Information technology ......	8,292,964	1,700	8,291,264
15	Royalties ..	0
16	Occupancy ...........	41,518,131	24,565,037	16,953,094
17	Travel ............	196,580	37,739	158,841
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0
19	Conferences, conventions, and meetings ....	647,635	206,562	441,073
20	Interest ...........	20,449,135	20,244,644	204,491
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization .....	66,053,054	29,045,054	37,008,000
23	Insurance ..............	5,002,915	3,001,749	2,001,166
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	QA CA HOSPITAL FEE	21,736,204	21,736,204
b	ALL OTHER EXPENSES	39,359,699	7,392,843	31,966,856
c
d
e
f	All other expenses
25	Total functional expenses. Add lines 1 through 24f	831,014,882	546,680,984	284,333,898	0
26	Joint costs. Check here 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

Part X Balance Sheet
	1	Cashnon-interest-bearing ..........	38,826,941	1	75,464,148
2	Savings and temporary cash investments .......	42,547,664	2	20,107,052
3	Pledges and grants receivable, net .........		3
4	Accounts receivable, net .........	82,467,851	4	83,626,722
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........	2,500,000	5	2,532,083
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 .............	602,963	7	1,973,182
8	Inventories for sale or use ..............	3,530,280	8	4,727,452
9	Prepaid expenses and deferred charges ............	9,792,052	9	17,404,294
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,395,226,676
b	Less: accumulated depreciation. .....	10b	538,452,312	837,376,490	10c	856,774,364
11	Investments—publicly traded securities ..........	700,871,089	11	627,370,209
12	Investments—other securities. See Part IV, line 11 ......	250,607,000	12	322,454,839
13	Investments—program-related. See Part IV, line 11 ..	42,250,329	13	47,148,454
14	Intangible assets .........	1,891,950	14	0
15	Other assets. See Part IV, line 11 ...........	23,753,365	15	43,888,787
16	Total assets. Add lines 1 through 15 (must equal line 34)...	2,037,017,974	16	2,103,471,586
	17	Accounts payable and accrued expenses .	113,515,253	17	126,175,194
18	Grants payable ..........		18
19	Deferred revenue ..........		19
20	Tax-exempt bond liabilities ..........	535,566,081	20	565,433,341
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 ..		23
24	Unsecured notes and loans payable to unrelated third parties ....		24
25	Other liabilities. Complete Part X of Schedule D.....	96,530,224	25	118,769,932
26	Total liabilities. Add lines 17 through 25.....	745,611,558	26	810,378,467
		Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....	1,285,897,502	27	1,285,983,530
28	Temporarily restricted net assets .....	5,508,914	28	7,109,589
29	Permanently restricted net assets .....		29
	Organizations that do not follow SFAS 117, check here 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 .....	1,291,406,416	33	1,293,093,119
34	Total liabilities and net assets/fund balances .....	2,037,017,974	34	2,103,471,586

- TIN:

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.

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

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

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.)

A church, convention of churches, or association of churches. section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in

section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

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.)

An organization organized and operated exclusively to test for public safety. Seesection 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

Type I

Type II

Type III - Functionally integrated

Type III - Other

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box ..................................................

Since August 17, 2006, has the organization accepted any gift or contribution from any of the
following persons?

(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

and (iii) below, the governing body of the the supported organization? ................

11g(i)

(ii) a family member of a person described in (i) above? ......................

11g(ii)

(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................

11g(iii)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(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?
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of support?


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 11285F

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).

Gross receipts from related activities, etc. (See instructions.) ..................

First Five Years If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.......................................... right arrow

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f)) .........

Public Support Percentage for 2009 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2010. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ...................... right arrow

33 1/3% support test—2009. If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2010. If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization .................................................. right arrow

10%-facts-and-circumstances test—2009. If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly
supported organization .............................................. right arrow

Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions ................................................... right arrow

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.).

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f)) .........

Public support percentage from 2009 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f)) ......

Investment income percentage from 2009 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2010. If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .......... right arrow

33 1/3% support tests—2009. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions ..... right arrow

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:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2010

Name of organization

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ, that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, aggregate contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not aggregate to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year. ......................... 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)

Name of organization HOAG MEMORIAL HOSPITAL PRESBYTERIAN
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part I
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	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization HOAG MEMORIAL HOSPITAL PRESBYTERIAN
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part II
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
HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

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

(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

(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

(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

(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:

- TIN:

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

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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.

Political expenditures .................................... SchCMd Bullet

Volunteer hours ........................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ......... SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ...... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............

Yes No

Was a correction made? .........................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c) except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities .................................... SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ..........................

Yes No

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

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 if the filing organization belongs to an affiliated group.
B Check if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ......................................	Yes No

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

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

(b)

Amount

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:

Volunteers? .........................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....

Media advertisements? ....................................

Mailings to members, legislators, or the public? .........................

Publications, or published or broadcast statements? .......................

Grants to other organizations for lobbying purposes? .......................

Direct contact with legislators, their staffs, government officials, or a legislative body? ........

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......

Other activities? If "Yes," describe in Part IV ..........................

Yes

55,147

Total. lines 1c through 1i ...................................

55,147

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 .................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....

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

Were substantially all (90% or more) dues received nondeductible by members? ................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ................

Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........

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”.

Dues, assessments and similar amounts from members .....................

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).

Current year .........................................

Carryover from last year ....................................

Total ...........................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ................................

Taxable amount of lobbying and political expenditures (see instructions) ..............

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 EFFORTS	SCHEDULE C, PART II-B, LINE 1I	HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP) PAYS DUES TO THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA. A PORTION OF THE DUES PAID BY HMHP ARE SPENT ON LOBBYING EFFORTS BY THE HOSPITAL ASSOCIATION. IN FY 2011, $55,147 WAS SPENT ON LOBBYING.

Schedule C (Form 990 or 990EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

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 .......

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? ............

Yes No

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. ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or pleasure) Preservation of an historically importantly land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet

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)? ....................................

Yes No

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.

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.

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

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:

Revenues included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.

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?........

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIV and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21? .....................

Yes No

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 ......

Provide the estimated percentage of the year end balance held as:

Board designated or quasi-endowment: SchDMd Bullet

Permanent endowment: SchDMd Bullet

Term endowment: SchDMd Bullet

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIV the intended uses of the organization's endowment funds.

Part VI

InvestmentsLand, Buildings, and Equipment. See Form 990, Part X, line 10.

Description of investment		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	77,330,825		77,330,825
b	Buildings ................	750,254,518	240,611,181	509,643,337
c	Leasehold improvements ............	99,824,440	22,008,844	77,815,596
d	Equipment ................	416,402,143	275,832,287	140,569,856
e	Other .................	51,414,750	0	51,414,750
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........				856,774,364

Schedule D (Form 990) 2010

Page 3

Part VII

InvestmentsOther 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
(3)Other (A) EQUITY COMMINGLED FUNDS	117,411,173	F
(B) FIXED INC COMMINGLED FUNDS	35,958,855	F
(C) HEDGE FUNDS	125,039,931	F
(D) PRIVATE EQUITY	27,724,902	F
(E) REAL ASSETS	16,319,978	F




Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)	322,454,839

Part VIII

InvestmentsProgram 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.)

Part IX

Other Assets. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. See Form 990, Part X, line 25.

1.(a) Description of Liability		(b) Amount
Federal Income Taxes		0
MEDI-CAL COST REPORTS		547,039
LEASE INCENTIVE OBLIGATION-IRVINE		12,350,812
CASH FLOW HEDGE		54,054,661
ARO LIABILITY		1,956,763
ACCRUED INCOME GUARANTEES		405,156
ACCRUED MALPRACTICE LIABILITY		29,979,653
ACCRUED CAPITATION LIABILITY		19,475,848


Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)		118,769,932
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

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
ASC 740 FOOTNOTE (FKA FIN 48)	SCHEDULE D, PART X, LINE 2	THE FOLLOWING IS THE FIN 48 FOOTNOTE FROM THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN: 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 FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT SEPTEMBER 30, 2011 OR 2010.

Schedule D (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

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
HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Part I

General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.

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? ...................................

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.

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
	Central America and the Caribbean	0	0	Investments		91,811,000
	East Asia and the Pacific	0	0	Investments		842,000
	Europe (Including Iceland and Greenland)	0	0	Investments		15,087,000
	North America	0	0	Investments		2,780,000
	Middle East and North Africa	0	12	Program Services	SEE SCH F, PART V	57,877












3a	Sub-total .....	0	12			110,577,877
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)	0	12			110,577,877

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)

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

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

Page 4

Part IV

Foreign Forms

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
DESCRIPTION OF PROGRAM SERVICES	SCHEDULE F, PART I, LINE 3, COLUMN E	THE ORGANIZATION'S ACTIVITIES IN THE REGION CONSISTED OF ASSISTING KENYAN PARISH NURSES WITH TRAINING FOR WORKING IN LOCAL CHURCHES AND PROVIDING MEDICAL EQUIPMENT AND SUPPLIES.
ACCOUNTING METHOD	SCHEDULE F, PART I, LINE 3, COLUMN F	THE AMOUNTS REPORTED IN PART I, LINE 3, COLUMN F REPRESENT THE MARKET VALUES OF THE INVESTMENTS IN THE IDENTIFIED REGIONS AS OF THE ORGANIZATION'S FISCAL YEAR ENDED SEPTEMBER 30, 2011. THE PROGRAM SERVICE EXPENSE WAS DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING.

Schedule F (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990. MediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Part I

Charity Care and Certain Other Community Benefits at Cost

Yes

Does the organization have a charity care policy? If "No," skip to question 6a...........

Yes

If "Yes," is it a written policy? .......................

Yes

If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.

Applied uniformly to all hospitals Applied uniformly to most hospitals Generally tailored to individual hospitals

Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.

Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low

income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other

Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If

"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....

Yes

200% 250% 300% 350% 400% Other

If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.

Does the organization's policy provide free or discounted care to the "medically indigent"? ......

Yes

Does the organization budget amounts for free or discounted care provided under its charity care policy? ...

Yes

If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........

Yes

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............

Does the organization prepare an annual community benefit report?.............

Yes

If "Yes," does the organization make it available to the public? ..............

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Charity Care and Certain Other Community Benefits at Cost

	(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a Charity care at cost (from Worksheets 1 and 2) ..	7,158,458	0	7,158,458	0.820 %
b Unreimbursed Medicaid (from Worksheet 3, column a) .	51,702,226	35,029,714	16,672,512	1.920 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....	16,517,000	4,645,000	11,872,000	1.370 %
dTotal Charity Care and Means-Tested Government Programs .....	75,377,684	39,674,714	35,702,970	4.110 %
Other Benefits e Community health improvement services and community benefit operations (from (Worksheet 4) ....	6,812,146	0	6,812,146	0.780 %
f Health professions education (from Worksheet 5) ..	410,393	0	410,393	0.050 %
g Subsidized health services (from Worksheet 6) ..	2,113,617	0	2,113,617	0.240 %
h Research (from Worksheet 7)	1,067,661	3,081	1,064,580	0.120 %
i Cash and in-kind contributions to community groups (from Worksheet 8) ..	3,268,115	0	3,268,115	0.380 %
jTotal Other Benefits ...	13,671,932	3,081	13,668,851	1.570 %
kTotal. Add lines 7d and 7j. ..	89,049,616	39,677,795	49,371,821	5.680 %

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010

Schedule H (Form 990) 2010

Page 2

Part II

Community Building Activities Complete this table if the organization conducted any community building activities.

		(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support	67,014	0	67,014	0 %
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy	96,019	0	96,019	0 %
8	Workforce development	19,940	0	19,940	0 %
9	Other
10	Total	182,973	0	182,973	0 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................

Enter the amount of the organization's bad debt expense (at cost).....

10,718,982

Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..

Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

129,526,594

Enter Medicare allowable costs of care relating to payments on line 5.....

211,874,391

Subtract line 6 from line 5. This is the surplus or (shortfall)........

-82,347,797

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Does the organization have a written debt collection policy? ...............

If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......

Part IV

Management Companies and Joint Ventures

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership%	(e) Physicians' profit % or stock ownership %
1HOAG ORTHOPEDIC INST	SPECIALTY HOSPITAL	51.000 %	0 %	49.000 %
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2010

Page 3

Part VFacility Information

Section A. Hospital Facilities (list in order of size, measured by total revenue per facility, from largest to smallest) How many hospital facilities did the organization operate during the tax year?3 Name and address		Other (Describe)
1	HOAG MEMORIAL HOSPITAL PRESBYTERIAN ONE HOAG DRIVE P O BOX 6100 NEWPORT BEACH,CA926586100	X	X	X	X
2	HOAG MEMORIAL HOSP PRESB - IRVINE 1200 SAND CANYON IRVINE,CA92614	X	X	X	X
3	HOAG ORTHOPEDIC INSTITUTE 1250 SAND CANYON IRVINE,CA92614	X	X

Schedule H (Form 990) 2010

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)

Name of Hospital Facility:HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

				Yes	No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1	During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. .....................		1
	If “Yes,” indicate what the Needs Assessment describes (check all that apply):
	a	A definition of the community served by the hospital facility
	b	Demographics of the community
	c	Existing health care facilities and resources within the community that are available to respond to the health needs of the community
	d	How data was obtained
	e	The health needs of the community
	f	Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
	g	The process for identifying and prioritizing community health needs and services to meet those needs
	h	The process for consulting with persons representing the community’s interests
	i	Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
	j	Other (describe in Part VI)
2	Indicate the tax year the hospital facility last conducted a Needs Assessment: 20
3	In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted.		3
4	Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................		4
5	Did the hospital facility make its Needs Assessment widely available to the public? ...........		5
	If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
	a	Hospital facility’s website
	b	Available upon request from the hospital facility
	c	Other (describe in Part VI)
6	If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
	a	Adoption of an implementation strategy to address the health needs of the hospital facility’s community
	b	Execution of the implementation strategy
	c	Development of a community benefit plan for the facility
	d	Participation in community-wide community benefit plan
	e	Inclusion of a community benefit section in operational plans
	f	Adoption of a budget for provision of services that address the needs identified in the CHNA
	g	Prioritization of health needs in the community
	h	Prioritization of services that the hospital facility will undertake to meet health needs in its community
	i	Other (describe in Part VI)
7	Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs.		7
Financial Assistance Policy
	Did the hospital facility have in place during the tax year a written financial assistance policy that:
8	Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care?		8
9	Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?..		9
	If “Yes,” indicate the FPG family income limit for eligibility for free care: %

Schedule H (Form 990) 2010

Page 5

Part VFacility Information (continued)

				Yes	No
10	Used FPG to determine eligibility for providing discounted care to low income individuals?.........		10
	If “Yes,” indicate the FPG family income limit for eligibility for discounted care: %
11	Explained the basis for calculating amounts charged to patients?.................		11
	If “Yes,” indicate the factors used in determining such amounts (check all that apply):
	a	Income level
	b	Asset level
	c	Medical indigency
	d	Insurance status
	e	Uninsured discount
	f	Medicaid/Medicare
	g	State regulation
	h	Other (describe in Part VI)
12	Explained the method for applying for financial assistance?...................		12
13	Included measures to publicize the policy within the community served by the hospital facility?.......		13
	If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
	a	The policy was posted at all times on the hospital facility’s web site
	b	The policy was attached to all billing invoices
	c	The policy was posted in the hospital facility’s emergency rooms or waiting rooms
	d	The policy was posted in the hospital facility’s admissions offices
	e	The policy was provided, in writing, to patients upon admission to the hospital facility
	f	The policy was available upon request
	g	Other (describe in Part VI)
Billing and Collections
14	Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........		14
15	Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
	a	Reporting to credit agency
	b	Lawsuits
	c	Liens on residences
	d	Body attachments or arrests
	e	Other (describe in Part VI)
16	Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?...................................		16
	If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
	a	Reporting to credit agency
	b	Lawsuits
	c	Liens on residences
	d	Body attachments
	e	Other (describe in Part VI)
17	Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
	a	Notified patients of the financial assistance policy upon admission
	b	Notified patients of the financial assistance policy prior to discharge
	c	Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
	d	Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
	e	Other (describe in Part VI)

Schedule H (Form 990) 2010

Page 6

Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
				Yes	No
18	Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..........		18
	If “No,” indicate the reasons why (check all that apply):
	a	The hospital facility did not provide care for any emergency medical conditions
	b	The hospital facility did not have a policy relating to emergency medical care
	c	The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
	d	Other (describe in Part VI)
Charges for Medical Care
19	Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
	a	The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
	b	The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
	c	The hospital facility used the Medicare rate for those services
	d	Other (describe in Part VI)
20	Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?.........		20
	If “Yes,” explain in Part VI.
21	Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?...................................		21
	If “Yes,” explain in Part VI.

Schedule H (Form 990) 2010

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)

Name of Hospital Facility:HOAG MEMORIAL HOSP PRESB - IRVINE

Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

				Yes	No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1	During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. .....................		1
	If “Yes,” indicate what the Needs Assessment describes (check all that apply):
	a	A definition of the community served by the hospital facility
	b	Demographics of the community
	c	Existing health care facilities and resources within the community that are available to respond to the health needs of the community
	d	How data was obtained
	e	The health needs of the community
	f	Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
	g	The process for identifying and prioritizing community health needs and services to meet those needs
	h	The process for consulting with persons representing the community’s interests
	i	Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
	j	Other (describe in Part VI)
2	Indicate the tax year the hospital facility last conducted a Needs Assessment: 20
3	In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted.		3
4	Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................		4
5	Did the hospital facility make its Needs Assessment widely available to the public? ...........		5
	If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
	a	Hospital facility’s website
	b	Available upon request from the hospital facility
	c	Other (describe in Part VI)
6	If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
	a	Adoption of an implementation strategy to address the health needs of the hospital facility’s community
	b	Execution of the implementation strategy
	c	Development of a community benefit plan for the facility
	d	Participation in community-wide community benefit plan
	e	Inclusion of a community benefit section in operational plans
	f	Adoption of a budget for provision of services that address the needs identified in the CHNA
	g	Prioritization of health needs in the community
	h	Prioritization of services that the hospital facility will undertake to meet health needs in its community
	i	Other (describe in Part VI)
7	Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs.		7
Financial Assistance Policy
	Did the hospital facility have in place during the tax year a written financial assistance policy that:
8	Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care?		8
9	Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?..		9
	If “Yes,” indicate the FPG family income limit for eligibility for free care: %

Schedule H (Form 990) 2010

Page 5

Part VFacility Information (continued)

				Yes	No
10	Used FPG to determine eligibility for providing discounted care to low income individuals?.........		10
	If “Yes,” indicate the FPG family income limit for eligibility for discounted care: %
11	Explained the basis for calculating amounts charged to patients?.................		11
	If “Yes,” indicate the factors used in determining such amounts (check all that apply):
	a	Income level
	b	Asset level
	c	Medical indigency
	d	Insurance status
	e	Uninsured discount
	f	Medicaid/Medicare
	g	State regulation
	h	Other (describe in Part VI)
12	Explained the method for applying for financial assistance?...................		12
13	Included measures to publicize the policy within the community served by the hospital facility?.......		13
	If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
	a	The policy was posted at all times on the hospital facility’s web site
	b	The policy was attached to all billing invoices
	c	The policy was posted in the hospital facility’s emergency rooms or waiting rooms
	d	The policy was posted in the hospital facility’s admissions offices
	e	The policy was provided, in writing, to patients upon admission to the hospital facility
	f	The policy was available upon request
	g	Other (describe in Part VI)
Billing and Collections
14	Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........		14
15	Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
	a	Reporting to credit agency
	b	Lawsuits
	c	Liens on residences
	d	Body attachments or arrests
	e	Other (describe in Part VI)
16	Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?...................................		16
	If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
	a	Reporting to credit agency
	b	Lawsuits
	c	Liens on residences
	d	Body attachments
	e	Other (describe in Part VI)
17	Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
	a	Notified patients of the financial assistance policy upon admission
	b	Notified patients of the financial assistance policy prior to discharge
	c	Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
	d	Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
	e	Other (describe in Part VI)

Schedule H (Form 990) 2010

Page 6

Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
				Yes	No
18	Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..........		18
	If “No,” indicate the reasons why (check all that apply):
	a	The hospital facility did not provide care for any emergency medical conditions
	b	The hospital facility did not have a policy relating to emergency medical care
	c	The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
	d	Other (describe in Part VI)
Charges for Medical Care
19	Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
	a	The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
	b	The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
	c	The hospital facility used the Medicare rate for those services
	d	Other (describe in Part VI)
20	Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?.........		20
	If “Yes,” explain in Part VI.
21	Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?...................................		21
	If “Yes,” explain in Part VI.

Schedule H (Form 990) 2010

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)

Name of Hospital Facility:HOAG ORTHOPEDIC INSTITUTE

Line Number of Hospital Facility (from Schedule H, Part V, Section A):3

				Yes	No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1	During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. .....................		1
	If “Yes,” indicate what the Needs Assessment describes (check all that apply):
	a	A definition of the community served by the hospital facility
	b	Demographics of the community
	c	Existing health care facilities and resources within the community that are available to respond to the health needs of the community
	d	How data was obtained
	e	The health needs of the community
	f	Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
	g	The process for identifying and prioritizing community health needs and services to meet those needs
	h	The process for consulting with persons representing the community’s interests
	i	Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
	j	Other (describe in Part VI)
2	Indicate the tax year the hospital facility last conducted a Needs Assessment: 20
3	In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted.		3
4	Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................		4
5	Did the hospital facility make its Needs Assessment widely available to the public? ...........		5
	If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
	a	Hospital facility’s website
	b	Available upon request from the hospital facility
	c	Other (describe in Part VI)
6	If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
	a	Adoption of an implementation strategy to address the health needs of the hospital facility’s community
	b	Execution of the implementation strategy
	c	Development of a community benefit plan for the facility
	d	Participation in community-wide community benefit plan
	e	Inclusion of a community benefit section in operational plans
	f	Adoption of a budget for provision of services that address the needs identified in the CHNA
	g	Prioritization of health needs in the community
	h	Prioritization of services that the hospital facility will undertake to meet health needs in its community
	i	Other (describe in Part VI)
7	Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs.		7
Financial Assistance Policy
	Did the hospital facility have in place during the tax year a written financial assistance policy that:
8	Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care?		8
9	Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?..		9
	If “Yes,” indicate the FPG family income limit for eligibility for free care: %

Schedule H (Form 990) 2010

Page 5

Part VFacility Information (continued)

				Yes	No
10	Used FPG to determine eligibility for providing discounted care to low income individuals?.........		10
	If “Yes,” indicate the FPG family income limit for eligibility for discounted care: %
11	Explained the basis for calculating amounts charged to patients?.................		11
	If “Yes,” indicate the factors used in determining such amounts (check all that apply):
	a	Income level
	b	Asset level
	c	Medical indigency
	d	Insurance status
	e	Uninsured discount
	f	Medicaid/Medicare
	g	State regulation
	h	Other (describe in Part VI)
12	Explained the method for applying for financial assistance?...................		12
13	Included measures to publicize the policy within the community served by the hospital facility?.......		13
	If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
	a	The policy was posted at all times on the hospital facility’s web site
	b	The policy was attached to all billing invoices
	c	The policy was posted in the hospital facility’s emergency rooms or waiting rooms
	d	The policy was posted in the hospital facility’s admissions offices
	e	The policy was provided, in writing, to patients upon admission to the hospital facility
	f	The policy was available upon request
	g	Other (describe in Part VI)
Billing and Collections
14	Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........		14
15	Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
	a	Reporting to credit agency
	b	Lawsuits
	c	Liens on residences
	d	Body attachments or arrests
	e	Other (describe in Part VI)
16	Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?...................................		16
	If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
	a	Reporting to credit agency
	b	Lawsuits
	c	Liens on residences
	d	Body attachments
	e	Other (describe in Part VI)
17	Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
	a	Notified patients of the financial assistance policy upon admission
	b	Notified patients of the financial assistance policy prior to discharge
	c	Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
	d	Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
	e	Other (describe in Part VI)

Schedule H (Form 990) 2010

Page 6

Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
				Yes	No
18	Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..........		18
	If “No,” indicate the reasons why (check all that apply):
	a	The hospital facility did not provide care for any emergency medical conditions
	b	The hospital facility did not have a policy relating to emergency medical care
	c	The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
	d	Other (describe in Part VI)
Charges for Medical Care
19	Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
	a	The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
	b	The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
	c	The hospital facility used the Medicare rate for those services
	d	Other (describe in Part VI)
20	Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?.........		20
	If “Yes,” explain in Part VI.
21	Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?...................................		21
	If “Yes,” explain in Part VI.

Schedule H (Form 990) 2010

Page 7

Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, measured by total revenue per facility, from largest to smallest) How many non-hospital facilities did the organization operate during the tax year?9
Name and address		Type of Facility (Describe)
1	HOAG OP IMAGING CENTER 510 SUPERIOR AVENUE NEWPORT BEACH,CA92663	IMAGING CENTER
2	HOAG OP IMAGING CENTER 510 SUPERIOR AVENUE NEWPORT BEACH,CA92663	IMAGING CENTER
3	HOAG OP IMAGING CENTER 510 SUPERIOR AVENUE NEWPORT BEACH,CA92663	IMAGING CENTER
4	HOAG OP IMAGING CENTER 510 SUPERIOR AVENUE NEWPORT BEACH,CA92663	IMAGING CENTER
5	HOAG OP IMAGING CENTER 510 SUPERIOR AVENUE NEWPORT BEACH,CA92663	IMAGING CENTER
6	HOAG OP IMAGING CENTER 510 SUPERIOR AVENUE NEWPORT BEACH,CA92663	IMAGING CENTER
7	HOAG OP IMAGING CENTER 510 SUPERIOR AVENUE NEWPORT BEACH,CA92663	IMAGING CENTER
8	HOAG OP IMAGING CENTER 510 SUPERIOR AVENUE NEWPORT BEACH,CA92663	IMAGING CENTER
9	HOAG OP IMAGING CENTER 510 SUPERIOR AVENUE NEWPORT BEACH,CA92663	IMAGING CENTER
10

Schedule H (Form 990) 2010

Page 8

Part VI

Supplemental Information

Complete this part to provide the following information.

1	Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2	Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Identifier	ReturnReference	Explanation
REQUIRED DESCRIPTIONS	SCHEDULE H, PART VI, LINE 1	THE ORGANIZATION'S REQUIRED SCHEDULE H SPECIFIC LINE ITEM DESCRIPTIONS ARE AS FOLLOWS: PART I, LINE 7 COST ACCOUNTING SYSTEM WAS USED TO DERIVE THE COST-TO-CHARGE RATIO. OUR TOTAL COSTS (DIRECT AND INDIRECT) AND TOTAL CHARGES WERE $682,858,000 AND $1,934,796,000, RESPECTIVELY. THIS RESULTED IN A COST-TO-CHARGE RATIO OF APPROXIMATELY 35.29% WHICH WAS USED TO CALCULATE CHARITY CARE AT COST (GROSS PATIENT CHARGES WRITTEN OFF ON THE P&L TIMES COST-TO-CHARGE RATIO). THE COST ACCOUNTING SYSTEM ADDRESSES INPATIENT, OUTPATIENT AND VARIOUS PAYOR TYPES. FOR THE SECTIONS OF LINE 7 AS APPLICABLE, WORKSHEET 2 WAS NOT USED WHILE THE COST TO CHARGE RATIO WAS USED. PART II - COMMUNITY BUILDING ACTIVITIES THE PRIMARY PURPOSE OF HOAG'S COMMUNITY BUILDING ACTIVITIES IS TO IMPROVE LOCAL HEALTH IN ORANGE COUNTY THROUGH A COLLABORATIVE PROCESS WITH OTHER NON PROFIT ORGANIZATIONS AND HEALTH CARE DELIVERY SYSTEMS IN PROVIDING FUNDING OPPORTUNITIES FOR HEALTH RELATED COMMUNITY INITIATIVES. HOAG ALSO SUPPORTS WITH COMMUNITY DISASTER PREPAREDNESS PLANNING ($65K) AND THE OC CONGREGATION COMMUNITY ORGANIZATIONS ($2.5K). HOAG WORKS WITH VARIOUS OC COMMUNITY CLINICS, THE HEALTH FUNDERS PARTNERSHIP OF OC, AND THE OC HEALTH NEEDS ASSESSMENT GROUP TO FURTHER COMMUNITY BUILDING ACTIVITIES ($96K), AS WELL AS $19K FOR PROJECT SEARCH (A WORKFORCE DEVELOPMENT PROGRAM). PART III, LINE 4 ACCOUNTS RECEIVABLE DISCLOSURE PER THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR HOAG MEMORIAL HOSPITAL PRESBYTERIAN: THE ORGANIZATION RECEIVES PAYMENT FOR SERVICES RENDERED TO PATIENTS FROM THE FEDERAL AND STATE GOVERNMENTS UNDER THE MEDICARE AND MEDI-CAL PROGRAMS, PRIVATELY SPONSORED MANAGED CARE PROGRAMS FOR WHICH PAYMENT IS MADE BASED ON TERMS DEFINED UNDER FORMAL CONTRACTS, AND OTHER PAYERS. THE FOLLOWING TABLE SUMMARIZES THE PERCENTAGE OF NET ACCOUNTS RECEIVABLE FROM ALL PAYERS AT SEPTEMBER 30, 2011: GOVERNMENT: 13% CONTRACTED: 55% OTHER: 32% TOTAL: 100% THE ORGANIZATION'S MANAGEMENT BELIEVES THERE IS NO MATERIAL CREDIT RISK ASSOCIATED WITH RECEIVABLES FROM GOVERNMENT PROGRAMS. RECEIVABLES FROM CONTRACTED PAYERS AND OTHERS ARE FROM VARIOUS PAYERS WHO ARE SUBJECT TO DIFFERING ECONOMIC CONDITIONS, AND DO NOT REPRESENT ANY CONCENTRATED RISKS TO THE ORGANIZATION. MANAGEMENT CONTINUALLY MONITORS AND ADJUSTS THE PROVISION FOR CONTRACTUAL DISCOUNTS AND DOUBTFUL ACCOUNTS ASSOCIATED WITH RECEIVABLES BASED ON HISTORICAL EXPERIENCE. ESTIMATED COST OF BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS REPORTED ON LINE 2 WAS DERIVED FROM BAD DEBT ATTRIBUTABLE TO PATIENT ACCOUNTS TIMES THE RATIO OF PATIENT CARE COST TO CHARGES (33.7%). DISCOUNTS ON PATIENT ACCOUNTS ARE RECORDED AS AN ADJUSTMENT TO REVENUE, NOT BAD DEBT EXPENSE. PAYMENTS ON PATIENT ACCOUNTS THAT WERE WRITTEN OFF ARE RECORDED AS AN ADJUSTMENT TO BAD DEBT EXPENSE. PART III, LINE 8 COSTING METHODOLOGY - MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST TO CHARGE RATIO. THE ORGANIZATION DOES NOT TREAT THE SHORTFALL FROM MEDICARE AS A COMMUNITY BENEFIT.
NEEDS ASSESSMENT	SCHEDULE H, PART VI, LINE 2	THE ORANGE COUNTY HEALTH NEEDS ASSESSMENT (OCHNA) IS A COMMUNITY-BASED, NOT-FOR-PROFIT COLLABORATIVE THAT WAS CREATED AND DESIGNED TO MEET THE REQUIREMENTS OF SB 697 FOR ALL NOT-FOR-PROFIT HOSPITALS IN ORANGE COUNTY. OCHNA IS THE PRIMARY SOURCE FOR HEALTH DATA NEEDS, PROVIDING THE LARGEST HEALTH ASSESSMENT OF ITS KIND AT THE COUNTY LEVEL IN THE STATE. THE COLLABORATIVE IS JOINTLY FUNDED BY THE HEALTH CARE AGENCY OF ORANGE COUNTY, THE CHILDREN AND FAMILIES COMMISSION, CALOPTIMA, AND NINE ORANGE COUNTY NOT-FOR-PROFIT HOSPITALS, INCLUDING HOAG MEMORIAL HOSPITAL PRESBYTERIAN. A NEEDS ASSESSMENT PLAN WAS DEVELOPED THAT INCORPORATED A MIX MODE APPROACH TO DATA COLLECTION THAT INCLUDED A TREND ANALYSIS OF FOUR PREVIOUS OCHNA HEALTH NEEDS SURVEYS (1998, 2001, 2004, AND 2007), AS WELL AS ADDITIONAL PRIMARY DATA FROM THE CENSUS BUREAU'S AMERICAN COMMUNITY SURVEY AND THE CALIFORNIA HEALTH INFORMATION SURVEY. POPULATION ESTIMATES FOR OCHNA 1998 AND 2001 WERE UPDATED WITH THE LATEST ESTIMATES FROM THE STATE OF CALIFORNIA DEPARTMENT OF FINANCE, SO THE ESTIMATES PROVIDED FOR THE COUNTY WILL DIFFER FROM COUNTY ESTIMATES PROVIDED IN PREVIOUS REPORTS RELEASED BY OCHNA. IN ADDITION, OCHNA INCORPORATED OBJECTIVE/SECONDARY DATA SOURCES, DEMOGRAPHICS/CENSUS DATA, AND A KEY INFORMANT SURVEY THAT OCHNA ADMINISTERED ONLINE, TO BE USED AS THE SOURCE OF QUALITATIVE DATA. OBJECTIVE/SECONDARY DATA CAME FROM NUMEROUS SOURCES (ALL CITED WITHIN THE REPORT), INCLUDING DEPT. OF FINANCE, 2009 CENSUS ESTIMATES BY NIELSEN CLARITAS, ORANGE COUNTY HEALTH CARE AGENCY, AND HEALTHY PEOPLE 2020 (USED AS BENCHMARKS). QUALITATIVE DATA WAS OBTAINED THROUGH A KEY INFORMANT SURVEY OF COMMUNITY BASED ORGANIZATIONS, FOUNDATIONS, HEALTH ADVOCATES, COMMUNITY CLINICS, LOCAL POLITICAL/POLICY LEADERS, PUBLIC HEALTH ORGANIZATIONS, AND OTHER HOSPITALS.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE	SCHEDULE H, PART VI, LINE 3	IN ADDITION TO THE VISUAL NOTICES OF ASSISTANCE AVAILABLE, SELF PAY PATIENTS MEET WITH THE FINANCIAL COUNSELOR TO EVALUATE THEIR STATUS. FOR ALL OTHER PATIENTS, THEY WOULD BE EDUCATED AT TIME OF NEED OR UPON PATIENT'S INQUIRY ABOUT THEIR BALANCE.
COMMUNITY INFORMATION	SCHEDULE H, PART VI, LINE 4	HOAG NEWPORT BEACH ENCOMPASSES 9 CITIES IN ORANGE COUNTY, CALIFORNIA: COSTA MESA, FOUNTAIN VALLEY, GARDEN GROVE, HUNTINGTON BEACH, IRVINE, LAGUNA BEACH, NEWPORT BEACH, SANTA ANA, AND WESTMINSTER. CENSUS DATA SHOWS THAT THE SERVICE AREA IS RACIALLY AND ETHNICALLY DIVERSE WITH A LARGE PROPORTION OF VIETNAMESE, OTHER ASIAN OR PACIFIC ISLANDER, AND HISPANIC/LATINO INDIVIDUALS. ACCORDING TO THE 2009 US CENSUS, THE POPULATION OF ORANGE COUNTY WAS ESTIMATED AT 3,068,575 OF WHICH 41.6% (1,276,426) RESIDE IN THE HOAG SERVICE AREA. THERE WERE A TOTAL OF 397,841 HOUSEHOLDS IN THE SERVICE AREA, WITH AN AVERAGE HOUSEHOLD SIZE OF 3.15 IN 2009, SLIGHTLY GREATER THAN THE ORANGE COUNTY AVERAGE OF 3.05. THE AGE DISTRIBUTION SHOWS THAT ALMOST ONE QUARTER (323,486) OF THE SERVICE AREA POPULATION WAS IN THE 45 TO 64 AGE GROUP AND 24.8% (316,877) OF THE HOAG SERVICE AREA POPULATION WAS UNDER THE AGE OF 18. LOOKING AT THE RACE AND ETHNICITY DISTRIBUTION, 36.2% OF THE POPULATION IN THE SERVICE AREA WAS HISPANIC/LATINO. THERE IS ALSO MORE DIVERSITY WITH RESPECT TO LANGUAGES SPOKEN AT HOME IN THE HOAG SERVICE AREA COMPARED TO ALL OF ORANGE COUNTY, APPROXIMATELY 30% OF RESIDENTS SPOKE SPANISH AT HOME AND 15.4% OF THE RESIDENTS SPOKE AN ASIAN OR PACIFIC ISLAND LANGUAGE. IN REGARDS TO EDUCATIONAL ATTAINMENT, 25.2% (208,209) OF RESIDENTS 25+ IN THE HOAG SERVICE AREA HAD LESS THAN A HIGH SCHOOL DIPLOMA, MORE THAN THE PROPORTION COUNTYWIDE (20.3%) IN 2009. THE COUNTYWIDE UNEMPLOYMENT RATE FOR SEPTEMBER 2010 WAS 9.6%, ACCORDING TO THE STATE OF CALIFORNIA, EMPLOYMENT DEVELOPMENT DEPARTMENT; THIS IS IN MARKED CONTRAST TO THE AVERAGE UNEMPLOYMENT RATE OF 3.9% IN 2007. IT IS CLEAR THAT THE ECONOMIC RECESSION HAS HAD A TOLL ON MANY HOAG HOSPITAL SERVICE AREA RESIDENTS. FOR SEPTEMBER 2010, THE UNEMPLOYMENT RATES FOR HOAG SERVICE AREA CITIES RANGED FROM 6.0% TO 15.0%. THE SENIOR POPULATION OF THE HOAG SERVICE AREA MAKES UP 10.4% (132,859) OF THE TOTAL POPULATION. HOAG IRVINE IS LOCATED WITHIN SOUTH AND CENTRAL ORANGE COUNTY, ENCOMPASSING AN AREA OF 65 MILES. IRVINE IS THE THIRD MOST POPULOUS CITY IN ORANGE COUNTY AND ONE OF THE NATION'S LARGEST PLANNED COMMUNITIES. FROM 2000 TO 2010, THE POPULATION IN IRVINE GREW AT A MUCH HIGHER PERCENTAGE THAN THE COUNTY (8.6% GROWTH), STATE (11.8%), AND NATION (9.8%). THE PROJECTED POPULATION OF IRVINE IN 2015 IS 247,278. WHITES COMPRISED 59.1% (62,843) OF IRVINE'S ADULT POPULATION WHILE ASIANS COMPRISED 29.4% (31,224) AND IRANIAN/PERSIANS COMPRISED 3.9% (4,096) OF IRVINE'S ADULT POPULATION. IN 2010 THE MEDIAN AGE IN THE CITY OF IRVINE WAS 36.5 YEARS; THE MEDIAN AGE IN ALL OF ORANGE COUNTY WAS 36.3 YEARS. IT IS ESTIMATED THAT 21.9% (15,465) OF ADULTS IN IRVINE HAD ANNUAL HOUSEHOLD INCOME OF $50,000 OR LESS WHILE 17.4% (1,328) OF CHINESE ADULTS AND 19.7% (8,969) OF WHITE ADULTS HAD ANNUAL HOUSEHOLD INCOMES OF $50,000 OR LESS. KOREANS AND IRANIANS HAD HIGHER PERCENTAGES OF LOWER ANNUAL HOUSEHOLD INCOME LEVELS, 25.2% (772) OF KOREAN ADULTS AND 23.9% (549) OF IRANIAN ADULTS HAD ANNUAL HOUSEHOLD INCOMES OF $25,000 OR LESS.
PROMOTION OF COMMUNITY HEALTH	SCHEDULE H, PART VI, LINE 5	- HOAG HOSPITAL'S COMMUNITY BENEFIT STAFF CONTINUOUSLY ASSESSES THE HEALTH NEEDS OF THE COMMUNITY BY SERVING ON BOARD OF DIRECTORS AND COMMITTEES OF NONPROFIT ORGANIZATIONS WHICH ALLOW THEM TO BE ACTIVELY ENGAGED WITH THE COMMUNITY AND PROVIDE SUPPORT AND STRATEGIC DIRECTION. - HOAG HOSPITAL WAS PART OF A COLLABORATIVE INITIATIVE TO HIRE A FULL-TIME SCHOOL-BASED COUNTY MEDICAL OFFICER THROUGH THE DEPARTMENT OF EDUCATION TO SERVE THE PUBLIC SCHOOL SYSTEM IN ORANGE COUNTY. HOAG PROVIDES THE MAJORITY FUNDING FOR THIS POSITION. - HOAG HOSPITAL HAS A RELATIONSHIP WITH LOCAL COLLEGES AND UNIVERSITIES TO INVEST IN THE EDUCATION OF VARIOUS HEALTH PROFESSIONS ESPECIALLY WITH THE GROWING NEED OF BILINGUAL AND BICULTURAL HEALTH PROFESSIONALS IN ORANGE COUNTY. - HOAG HOSPITAL AND SHARE OUR SELVES (SOS) FREE CLINIC HAVE NURTURED A UNIQUE PARTNERSHIP SINCE 1984 TO PROVIDE HEALTH CARE TO THE LOW INCOME, UNINSURED, AND UNDERINSURED INDIVIDUALS RESIDING IN THE COMMUNITY. THE SOS AND HOAG COLLABORATION INCLUDES MORE THAN 150 VOLUNTEER HEALTHCARE SPECIALISTS AVAILABLE TO PROVIDE CARE TO SOS PATIENTS. HOAG SUPPORTS THE CLINIC BY PROVIDING DIAGNOSTIC TESTS, PROCEDURES, HOSPITALIZATIONS AND ER VISITS FOR SOS PATIENTS FREE OF CHARGE. HOAG ALSO EMPLOYS THE MEDICAL AND ASSOCIATE MEDICAL DIRECTORS WHO ARE STATIONED FULL TIME AT THE SOS CLINIC. THIS REFERRAL SYSTEM AND CLINICAL SUPPORT GIVES SOS THE ABILITY TO MAKE LIFE-SAVING CARE AVAILABLE TO PATIENTS AND ENSURES CONTINUITY OF CARE, SEAMLESS DISCHARGE PLANNING, AND PATIENT TRACKING. - IN 2010, SOS AND HOAG PARTNERED WITH EL SOL SCIENCE AND ARTS ACADEMY IN SANTA ANA TO ESTABLISH THE SOS-EL SOL WELLNESS CENTER, A SCHOOL-BASED HEALTH CENTER. THE SOS-EL SOL WELLNESS CENTER OFFERS AN OPPORTUNITY TO EXTEND HEALTH AND WELLNESS CARE TO LOW INCOME FAMILIES AND INDIVIDUALS IN THE COUNTY. THE WELLNESS CENTER PROVIDES URGENT CARE TO THE EL SOL ACADEMY STUDENTS AND THEIR FAMILIES. OPENING SCHOOL DOORS TO HEALTH AND WELLNESS CARE FOR THE ENTIRE FAMILY PROMOTES CHILDREN'S EDUCATIONAL ATTAINMENT AND LIFELONG WELL-BEING. - HOAG HOSPITAL ALSO MAINTAINS A UNIQUE RELATIONSHIP WITH THE ALZHEIMER'S FAMILY RESOURCE CENTER (AFSC) WHICH IS COMMITTED TO THE MISSION OF IMPROVING THE QUALITY OF LIFE FOR FAMILIES CHALLENGED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA THROUGH SERVICES TAILORED TO MEET INDIVIDUAL NEEDS. HOAG HOSPITAL PROVIDES ANNUAL OPERATING AND TRANSPORTATION GRANTS, AND IN-KIND SERVICES SUCH AS CONSULTATION IN NURSING AND COMPLIANCE-RELATED ISSUES TO THE CENTER. HOAG ALSO EMPLOYS THE EXECUTIVE DIRECTOR AND ONE DEMENTIA EDUCATION SPECIALIST, BOTH OUT-STATIONED FULL TIME AT AFSC. - HOAG'S HEALTH MINISTRIES PROGRAM PROVIDED NEARLY 10,000 DOSES OF PREVENTIVE FLU VACCINE (IN-KIND) TO COMMUNITY PARTNER CHURCHES, CITY OF IRVINE, IRVINE UNIFIED SCHOOL DISTRICT, SEVERAL SENIOR CENTERS, AND SHARE OURSELVES AND OTHER COMMUNITY CLINICS. - Hoag Hospital extends medical staff privileges to all qualified physicians in its community though a credentialing process. Membership and privileges are granted to qualified MDs, DOs, and other Allied Health professionals by the Medical Staff and Hoag Hospital Board of Directors. - As a not-for-profit institution, governance is provided by a volunteer Board of Directors comprised of seventeen voting members who serve overlapping three-year terms. Board membership consists of fourteen individuals elected from the community at large, and an additional three voting members who are elected from the active medical staff. A majority of the organizations governing body is comprised of persons who reside in the organizations primary service area and are neither employees nor contractors of the organization, nor family members. - The Board of Directors allocate a significant portion of the net operating income to promoting the health of the community, specifically serving the needs of the uninsured and low income communities through charity care and a variety of free or low cost services and programs provided by the department of Community Health. - Hoag provides uncompensated care (charity) to patients who are unable to pay for the full cost of their care. These expenditures amounted to over $35 million in Fiscal Year 2011 (October 1, 2010 through September 30, 2011.) Hoags charity care and self pay discount policy states that self-pay and uninsured patients who are unable to pay for the full cost of their care may qualify for charity or discounts on a sliding scale for incomes up to 400% of the federal poverty level. In FY2011 the hospital served 9,851 Charity Care cases. - Hoags Mental Health and Psychotherapy Program provides free bilingual bicultural services to people who otherwise could not obtain mental health services. The Masters prepared social workers provided mental health services to 712 clients in the form of psychotherapy, resource brokering, and/or case management. In addition, the program offered psychotherapeutic and psychoeducational groups to 890 participants. - During FY2011, those expenditures amounted to over $400,000. - In an effort to increase the community pool of available trained and educated health professionals, Hoag invests annually in health professional training and development. The hospital currently works with a number of professional groups in this endeavor, including Nurses, Physical Therapists, Pharmacists, Laboratory professionals, Social Workers, and Clinical Care Extenders. During FY2011, these Community Benefit expenditures amounted to $1.1 million. - Hoag Hospital participates in primary clinical research in several clinical services: the Hoag Cancer Institute, the Neuroscience Institute, the Heart and Vascular Institute, and Womens Health Services. Most of these studies are to evaluate the effectiveness of pharmaceuticals, biological agents and medical devices. In addition to these physician led investigations, several nursing studies are also ongoing. Most of these studies receive financial support from external funders, including the Hoag Hospital Foundation.
AFFILIATED HEALTH CARE SYSTEM	SCHEDULE H, PART VI, LINE 6	NOT APPLICABLE
STATE FILING OF COMMUNITY BENEFIT REPORT	990 SCHEDULE H, PART VI	CA,

Schedule H (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

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
HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number
95-1643327

Part I

General Information on Grants and Assistance

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? ....................................

Yes No

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	(h) Purpose of grant or assistance
(1) ACADEMY OF INTERNATIONAL DANCE220 E FOURTH ST SUITE 202 SANTA ANA,CA92701	26-2657759	501 (C) (3)	10,000	EXPANSION OF AFTER SCHOOL ACTIVIITIES, LITERACY, TUTORING
(2) AGE WELL SENIOR SERVICES24300 EL TORO ROAD BLDG A 2000 LAGUNA WOODS,CA92637	93-1163563	501 (C) (3)	130,000	SENIOR TRANSPORTATION, OPERATIONS OF PROGRAMS
(3) ALZHEIMER'S ASSOCIATION OF ORANGE COUNTY17771 COWAN 200 IRVINE,CA92614	95-3702013	501 (C) (3)	50,000	PROGRAM SUPPORT
(4) ALZHEIMER'S FAMILY SERVICES CENTER9451 INDIANAPOLIS AVE HUNTINGTON BEACH,CA92646	95-3463978	501 (C) (3)	1,168,816	OPERATIONS, MATCHING GRTS, MISC GRANTS
(5) AMERICAN DIABETES ASSOCIATION151 KALMUS DRC100 COSTA MESA,CA92626	13-1623888	501 (C) (3)	25,000	EDUCATIONAL CONFERENCES, SPONSOR DIABETES WALK
(6) AMERICAN HEART ASSOCIATION4600 CAMPUS DR PO BX 6046 IRVINE,CA92614	13-5613797	501 (C) (3)	32,500	SUPPORT ORANGE COUNTY COMMUNITY PROGRAMS
(7) AMERICAN LUNG ASSOCIATION1570 E 17TH ST F SANTA ANA,CA92705	95-0362650	501 (C) (3)	25,000	SCAMP CAMP, SPONSOR OC RESPIRATORY RALLY
(8) ARTHRITIS FOUNDATION171455 NEWHOPE STA FOUNTAIN VALLEY,CA92708	95-1885447	501 (C) (3)	25,000	SPONSOR: ARTHRITIS WALK
(9) CASA TERESA INC123 WEST MAPLE AVE ORANGE,CA92866	95-3251986	501 (C) (3)	25,000	EXPANSION OF EDUCATION AND CAREER DEVELOPMENT
(10) CHILDRENS HOSPITAL ORANGE COUNTY FOUNDATION455 S MAIN ST ORANGE,CA92868	95-6097416	501 (C) (3)	653,446	IUSD/CHOC PROGRAM, PLEDGE CVICU/NICU, DIABETES GRANT AT ALLEN CENTER
(11) CITY OF HUNTINGTON BEACH COUNCIL ON AGING1706 ORANGE AVE HUNTINGTON BEACH,CA92648	51-0179431	501 (C) (3)	105,000	SENIOR TRANSPORTATION/CARE MANAGERS (2) HOME VISITATION
(12) CITY OF NEWPORT BEACHPO BOX 1768 NEWPORT BEACH,CA92658	95-6000751	501 (C) (3)	1,679,000	OASIS SENIOR CENTER PLEDGE, CDM 5K, POLICE EXPLORERS, TRANSPORTATION
(13) COMMUNITY PARTNERS FBO EPILEPSY ALLIANCE1500 ADAMS AVE 314 COSTA MESA,CA92626	95-4302067	501 (C) (3)	25,000	PROGRAM DEVELOPMENT AND EXPANSION - EPILEPSY ALLIANCE OF ORANGE CTY
(14) COUNCIL ON AGING OC1971 EAST 4TH ST SUITE 200 SANTA ANA,CA92705	95-2874089	501 (C) (3)	10,000	SPONSORSHIP: JUST IMAGIN LUNCHEON
(15) COSTA MESA SENIOR CENTER695 WEST 19TH ST COSTA MESA,CA92627	33-8265009	501 (C) (3)	103,350	SENIOR TRANSPORTATION AND PROGRAM DEVELOPMENT
(16) EAST AFRICA PARTNERSHIP21581 MIDCREST DR LAKE FOREST,CA92630	27-0570704	501 (C) (3)	30,708	SURGICAL TEAM - MISSION TO KENYA,AFRICA
(17) EL SOL CLINIC1010 NORTH BORADWAY ST SANTA ANA,CA92701	33-0960964	501 (C) (3)	35,426	SOS FREE CLINIC/EL SOL CLINIC START UP COSTS
(18) EMS SAFETY SERVICES1046 CALLE RECODO STE K SAN CLEMENTE,CA92673	33-0604523	501 (C) (3)	10,706	AED PROVIDED TO CHURCHES
(19) EPILEPSY SUPPORT NETWORK9114 ADAMS AVE 288 HUNTINGTON BEACH,CA92646	27-0681680	501 (C) (3)	25,000	EXPANSION OF PROGRAMS FOR SUUPORT GROUPS AND COMMUNITY EDUCATION
(20) FAMILIES FORWARD9221 IRVINE BLVD IRVINE,CA92618	33-0086043	501 (C) (3)	16,190	COMMUNITY CARES PROGRAMS
(21) GIRLS INCORPORATED OF ORANGE COUNTY1815 ANAHEIM AVE COSTA MESA,CA92627	95-1810150	501 (C) (3)	30,000	COMMUNITY PROGRAMS - FIT GIRLS AND FAMILIES
(22) GOLDEN WEST COLLEGE FOUNDATIONPO BOX 2748 HUNTINGTON BEACH,CA92647	95-6002272	501 (C) (3)	180,000	EDUCATIONAL ENDEAVOR FOR REGISTERED NURSES
(23) GOODWILL OF ORANGE COUNTY410 NORTH FAIRVIEW SANTA ANA,CA92703	95-1644018	501 (C) (3)	60,000	ASSISTIVE TECHNOLOGY INSTITUTE PROVIDING DISABLED PEOPLE INNOVATIVE PRGMS
(24) HEALTH CARE COUNCIL OF ORANGE COUNTY2333 NORTH BROADWAY 440 SANTA ANA,CA92706	93-1199923	501 (C) (3)	12,000	PROMOTING IMPROVED HEALTHCARE THROUGH RESEARCH, EDUCATION & ADVOCACY
(25) HEALTHY SMILES10602 CHAPMAN AVE 200 GARDEN GROVE,CA92840	38-3675065	501 (C) (3)	76,080	PROVIDE CHILDREN'S DENTAL SERVICES AT OAKVIEW DISTRICT IN HUNTINGTON BCH
(26) HUMAN OPTIONSPO BOX 53745 IRVINE,CA92619	95-3667817	501 (C) (3)	10,000	COUNSELORS PROVIDE PREVENTION OF DOMESTIC VIOLENCE SERVICES
(27) IRVINE ADULT DAY HEALTH SERVICES20 LAKE ROAD IRVINE,CA92604	33-0599371	501 (C) (3)	64,984	EXPANSION OF EDUCATIONAL PROGRAMS AND SENIOR TRANSPORTATION
(28) IRVINE CHILDRENS FUND14301 YALE AVE IRVINE,CA92604	33-0177921	501 (C) (3)	20,000	PROVIDES BEFORE AND AFTER SCHOOL CHILD CARE SCHOLARSHIPS
(29) IRVINE COMMUNITY ALLIANCE FUNDPO BOX 19575 IRVINE,CA92623	33-0258368	501 (C) (3)	25,000	PROGRAM TO ASSIST FAMILIES IN ACCESSING CHILDREN'S HEALTHCARE
(30) JOHN WAYNE CANCER FOUNDATIONPO BOX 1779 NEWPORT BEACH,CA92659	95-4023430	501 (C) (3)	5,146	SUNSCREEN PRODUCTS FOR HEALTH FAIRS SUN SAVE
(31) JUVENILE DIABETES RESEARCH FOUNDATION17872 MITCHELL NORTH IRVINE,CA92614	23-1907729	501 (C) (3)	15,000	PROGRAM DEVELOPMENT
(32) LATINO HEALTH ACCESS1701 N MAIN ST STE200 SANTA ANA,CA92706	33-0562943	501 (C) (3)	50,000	GRANTS FOR LATINO HEALTH PROBEMS, DIABETES, ETC.
(33) MARCH OF DIMES CALIFORNIA CHAPTER1050 SANSOME ST 4FL SAN FRANCISCO,CA94111	13-1846366	501 (C) (3)	25,000	PROGRAM DEVELOPMENT
(34) MOMS ORANGE COUNTY1128 W SANTA ANA BLVD SANTA ANA,CA92703	33-0518078	501 (C) (3)	20,000	HELP WOMEN HAVE HEALTHY BABIES BY CARE COORDINATION AND EDUCATION
(35) NEWPORT COMMUNITY COUNSELING CENTER2200 SAN JOAQUIN HILLS RD NEWPORT BEACH,CA92660	20-2108327	501 (C) (3)	10,000	EXPANSION OF COUNSELING PROGRAMS, DOMESTIC VIOLENCE AND CHILD ABUSE
(36) NEWPORT -MESA UNIFIED SCHOOL DISTRICT2985 A BEAR ST COSTA MESA,CA92626	95-2417783	501 (C) (3)	250,000	EXPANSION OF 13 PROGRAMS FOR THE HOPE CLINIC
(37) ONE OC1901 E FOURTH ST STE 100 SANTA ANA,CA92705	95-2021700	501 (C) (3)	94,968	GRANTS AND CONTRIBUTIONS TO OTHER NON-PROFIT SERVICE ORGANIZATIONS
(38) ORANGE COUNTY DEPT OF EDUCATION200 KALMUS DR COSTA MESA,CA92628	95-6000943	501 (C) (3)	100,000	1 YR BILLING FOR FT PHYSICIAN TO PROVIDE HEALTH SERVICES
(39) ORANGE COUNTY UNITED WAY18012 MITCHELL AVE SOUTH IRVINE,CA92614	33-0047994	501 (C) (3)	62,459	HOAG EMPLOYEES MATCH CONTRIBUTION
(40) ORANGE COUNTY HUMAN RELATIONS1300 S GRAND AVE BLDG B SANTA ANA,CA92705	33-0438086	501 (C) (3)	25,400	BRIDGES SCHOOL INTER GROUP RELATIONS & VIOLENCE PREVENTION PROGRAMS
(41) PEDIATRIC ADOLESCENT DIABETES RESEARCH EDU455 SOUTH MAIN ST ORANGE,CA92868	33-0099451	501 (C) (3)	79,500	DIABETES EDUCATION
(42) PROVIDENCE SPEECH & HEARING CENTER1301 PROVIDENCE AVE ORANGE,CA92868	95-6154473	501 (C) (3)	115,000	LOW INCOME SUBSIDY PROGRAM AND EL SOL CLINIC COLLABORATIVE
(43) PUBLIC HEALTH FOUNDATION ENTERPRISES INC12447 LEWIS ST 205 GARDEN GROVE,CA92840	95-2557063	501 (C) (3)	86,019	HEALTH NEEDS ASSESSMENT - CITY OF IRVINE AND CONTRIBUTION
(44) SAINT JOACHIM CATHOLIC CHURCH1964 ORANGE AVE COSTA MESA,CA92627	95-3855154	501 (C) (3)	10,000	PROGRAM SUPPORT
(45) SHARE OUR SELVES CLINIC1550 SUPERIOR AVE COSTA MESA,CA92627	95-3222316	501 (C) (3)	1,232,289	FREE MEDICAL AND DENTAL CLINIC FOR THE UNDERSERVE
(46) SOMEONE CARE SOUP KITCHEN720 W 19TH ST COSTA MESA,CA92627	33-0279080	501 (C) (3)	45,000	SUPPORT TOWARDS PROGRAMS TO FEED THE POOR
(47) SPECIAL OLYMPICS550 N PARKCENTER DR STE 102 SANTA ANA,CA92705	95-4538450	501 (C) (3)	10,000	SPONSORSHIP: SPRING REGIONAL GAMES, IRVINE
(48) SWEET SUCCESS EXPRESS PROGRAMPO BOX 9705 FOUNTAIN VALLEY,CA92728	34-2044369	501 (C) (3)	10,000	DIABETES EDUCATION
(49) UCI FOUNDATIONDEV OFFICE MPAA 210 IRVINE,CA92697	95-2540117	501 (C) (3)	210,000	PLEDGE SUPPORT TO PAUL MERAGE SCHOOL OF BUSINESS HEALTHCARE MNGMT
(50) UCI DEPARTMENT OF PATHOLOGY2646 BIOLOGICAL SCIENCES III IRVINE,CA92627	95-2226406	501 (C) (3)	10,000	FUNDS TO SAVE THE CLINIC FOR NEUROLOGICAL DISORDERS
(51) YMCA OF ORANGE COUNTY13821 NEWPORT AVE STE 200 TUSTIN,CA92780	95-1644055	501 (C) (3)	160,000	FIT CLUB / NEW HORIZONS PROGRAM
(52) YOUTH EMPLOYMENT SERVICES114 EAST 19TH ST COSTA MESA,CA92627	95-2704522	501 (C) (3)	30,000	PROVIDE PRE-EMPLOYEMNT TRAINING, JOB COUNSELING TO YOUNG PEOPLE
(53) 211 ORANGE COUNTYPO BOX 14277 IRVINE,CA92623	33-0063532	501 (C) (3)	50,000	GENERAL PROGRAM SUPPORT
(54) THE KECK SCHOOL OF MEDICINE AT USC1520 SAN PABLO STREET LOS ANGELES,CA90033	95-1642394	501 (c) (3)	50,000	RESIDENT EDUCATION AND RESEARCH ACTIVITIES

Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image

Enter total number of other organizations ................................ . Bullet Image

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

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	PRIOR TO CONSIDERATION OF A FUNDING GRANT, ALL RECIPIENTS MUST BE IRS CURRENTLY DESIGNATED TAX EXEMPT 501(C)(3) NON-PROFIT, AND WE MUST HAVE A VERIFIED COPY OF THEIR 501(C)(3) IN FILE. THEY MUST HAVE AN EXECUTIVE DIRECTOR AND AN ESTABLISHED BOARD OF DIRECTORS, MEETING REGULARLY. WE RESEARCH THE REPUTATION AND RECORD OF PERFORMANCE OF THE PROGRAM AND ITS DIRECTOR. FOR SOME OF THESE PROGRAMS, WE HAVE A DEPARTMENTAL MEMBER SERVING ON THEIR BOARD OF DIRECTORS. WE REQUIRE A COPY OF THEIR CURRENT BUDGET FOR REVIEW AND OUR FILES. WE INTERVIEW THE EXECUTIVE DIRECTOR AND ONE OR MORE BOARD MEMBERS IN OUR OFFICES AND CONDUCT ON-SITE VISITS. ONCE A PROGRAM DONATION HAS BEEN MADE, WE EXPECT A REPORT ON ITS PROGRESS. THROUGHOUT THE COURSE OF A PROJECT OR PROGRAM, THERE ARE OCCASIONAL MEETINGS WITH THE DIRECTOR, PROGRAM PERSONNEL, AND REPORTS OF NUMBERS SERVED, AND SERVICES PROVIDED. FOR SOME, THE REPORTS INCLUDE OUTCOME IMPROVEMENT MEASURES. THROUGHOUT THIS PROCESS, THOSE DONATED FUNDS ARE BEING MONITORED FOR THEIR FOCUS ON THE INTENDED PURPOSE. THOSE THAT REQUEST CONTINUED FUNDING PROVIDE US WITH A DETAILED REPORT PROGRESS.

Schedule I (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

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

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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....

Yes

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? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? ...............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? ........

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.

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:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

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:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

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 ............

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 .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat. No. 50053T

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
(A) Name		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
(1) ALLYSON M BROOKS MD	(i) (ii)	0 0	0 0	184,373 0	0 0	0 0	184,373 0	0 0
(2) RICHARD F AFABLE MD	(i) (ii)	589,053 0	291,425 0	131,425 0	191,930 0	30,286 0	1,234,119 0	0 0
(3) ROBERT BRAITHWAITE	(i) (ii)	363,847 0	113,510 0	9,635 0	23,860 0	25,186 0	536,038 0	0 0
(4) JACK COX MD	(i) (ii)	360,539 0	39,791 0	90,467 0	120,138 0	15,734 0	626,669 0	0 0
(5) RICHARD MARTIN	(i) (ii)	413,307 0	130,487 0	10,162 0	57,692 0	8,098 0	619,746 0	0 0
(6) JENNIFER MITZNER	(i) (ii)	379,208 0	242,053 0	9,209 0	48,113 0	24,175 0	702,758 0	0 0
(7) SANFORD SMITH	(i) (ii)	341,979 0	86,585 0	9,862 0	52,850 0	21,303 0	512,579 0	0 0
(8) TIMOTHY CL MOORE	(i) (ii)	368,469 0	45,003 0	9,953 0	17,125 0	24,186 0	464,736 0	0 0
(9) CYNTHIA H PERAZZO	(i) (ii)	341,333 0	42,000 0	9,635 0	11,670 0	23,029 0	427,667 0	0 0
(10) FLYNN ANDRIZZI	(i) (ii)	153,101 0	0 0	4,966 0	0 0	8,826 0	166,893 0	0 0
(11) ROBERT TANCREDI	(i) (ii)	674,483 0	0 0	13,093 0	12,250 0	3,594 0	703,420 0	0 0
(12) ROBERT DILLMAN	(i) (ii)	463,574 0	39,788 0	4,195 0	12,250 0	21,142 0	540,949 0	0 0
(13) MICHAEL BRANT-ZAWADSKI	(i) (ii)	409,257 0	54,936 0	4,195 0	12,250 0	16,303 0	496,941 0	0 0
(14) TERRI CAMMARANO	(i) (ii)	262,577 0	71,273 0	815 0	12,250 0	26,476 0	373,391 0	0 0
(15) JAN BLUE	(i) (ii)	253,108 0	66,163 0	2,042 0	12,250 0	12,872 0	346,435 0	0 0

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 I, LINE 1(A)	THE CEO AND CHIEF QUALITY OFFICER ARE PROVIDED WITH A HOUSING ALLOWANCE IN ACCORDANCE WITH THEIR EMPLOYMENT CONTRACTS. HOUSING ALLOWANCES ARE GROSSED UP TO ELIMINATE THE IMPACT OF INCOME TAXES. SUCH ALLOWANCES ARE REPORTED AS TAXABLE INCOME TO THE EXECUTIVE AND ARE INCLUDED IN COLUMN B(III) OF PART II. THE CEO ALSO RECEIVES A REIMBURSEMENT FOR A PORTION OF HIS CLUB DUES THAT ARE ESSENTIAL TO FUNDRAISING EFFORTS. THIS REIMBURSEMENT WAS EXCLUDED FROM TAXABLE INCOME.
SUPPLEMENTAL COMPENSATION INFORMATION	SCHEDULE J, PART I, LINE 4(B)	THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH THEIR EMPLOYMENT CONTRACTS. CONTRIBUTIONS TO THE SERP IN THE AMOUNT OF $421,321 ARE INCLUDED IN COLUMN C OF PART II. THE ORGANIZATION MAINTAINS A LEGACY DEFERRED COMPENSATION PLAN THAT IS FROZEN (NO NEW CONTRIBUTION CAN BE MADE). NO OPTIONS WERE EXERCISED DURING CALENDAR YEAR 2010.

Schedule J (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax Exempt Bonds

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
HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number
95-1643327

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
(a) Issuer Name		(b) Issuer EIN	(c) CUSIP #	(d) Date Issued	(e) Issue Price	(f) Description of Purpose	Yes	No	Yes	No	Yes	No
A	CITY OF NEWPORT BEACH	95-6000751	651785CD7	02-08-2011	104,790,616	SEE SCH K, PART V		X		X		X
B	CITY OF NEWPORT BEACH	95-6000751	651785BN6	06-01-2009	218,570,636	SEE SCH K, PART V		X		X		X
C	CITY OF NEWPORT BEACH	95-6000751	651785AT4	05-22-2008	452,080,000	SEE SCH K, PART V		X		X		X

Part II

Proceeds

	A		B		C		D
	1 Amount of bonds retired. . . . .	0		73,210,000		131,985,000
2 Amount of bonds defeased . . . .	0		0		0
3 Total proceeds of issue . . . .	104,791,548		218,575,005		452,081,355
4 Gross proceeds in reserve funds . .	0		0		0
5 Capitalized interest from proceeds.	0		0		0
6 Proceeds in refunding escrow. . . . .	0		0		0
7 Issuance costs from proceeds . . .	1,396,946		2,602,647		1,951,288
8 Credit enhancement from proceeds.	0		0		92,721
9 Working capital expenditures from proceeds . .	0		0		0
10 Capital expenditures from proceeds . .	20,364,764		20,037,358		0
11 Other spent proceeds . .	73,210,000		195,935,000		450,037,346
12 Other unspent proceeds. . .	9,819,838		0		0
13 Year of substantial completion . . .	2012		2010		2012
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue?	X		X
15 Were the bonds issued as part of an advance refunding issue?		X		X		X
16 Has the final allocation of proceeds been made? . .	X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .	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		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .	X		X		X

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

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		X
b Are there any research agreements that may result in private business use of bond-financed property? . .	X		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		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 . . . . . . . . . . . . .	0.880 %		0.960 %		0.970 %
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 .	0 %		0 %		0 %
6 Total of lines 4 and 5 . . .. . . . . .	0.880 %		0.960 %		0.970 %
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities?	X		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
2 Is the bond issue a variable rate issue?		X	X		X
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?		X		X	X
b Name of provider .	CITIBANK NA				CITIBANK NA
c Term of hedge . .	32.6				32.6
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
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
6 Did the bond issue qualify for an exception to rebate? . . .	X		X		X

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
DESCRIPTION OF PURPOSE	SCHEDULE K, PART I, LINE A, COLUMN F	REFUND BONDS ISSUED ON 06/01/09 AND IMPROVE & EQUIP FACILITY.
DESCRIPTION OF PURPOSE	SCHEDULE K, PART I, LINE B, COLUMN F	REFUND BONDS ISSUED ON 05/31/07 & 05/22/08 AND IMPROVE & EQUIP FACILITY.
DESCRIPTION OF PURPOSE	SCHEDULE K, PART I, LINE C, COLUMN F	REFUND BONDS ISSUED ON 08/24/05 & 05/31/07.
TOTAL PROCEEDS OF ISSUE	SCHEDULE K, PART II, LINE 3, COLUMN A&B	DIFFERENCE BETWEEN TOTAL PROCEEDS AND ISSUE PRICE IS INVESTMENT EARNINGS EARNED THRU 09/30/11.
YEAR OF SUBSTANTIAL COMPLETION	SCHEDULE K, PART II, LINE 13, COLUMN A	PROCEEDS OF THE SERIES 2008 BOND ISSUE WERE USED TO FINANCE MULTIPLE PROJECTS. MOST OF THESE PROJECTS HAVE BEEN SUBSTANTIALLY COMPLETED AS OF MAY 2012. TWO PROJECTS WHICH WERE PARTIALLY FINANCED WITH SERIES 2008 BOND PROCEEDS IN TOTAL AMOUNT OF $167,210 ARE EXPECTED TO BE SUBSTANTIALLY COMPLETED IN FISCAL YEAR 2014.
YEAR OF SUBSTANTIAL COMPLETION	SCHEDULE K, PART II, LINE 13, COLUMN C	PROCEEDS OF THE SERIES 2011 BOND ISSUE WERE USED TO FINANCE MULTIPLE PROJECTS. MOST OF THESE PROJECTS HAVE BEEN SUBSTANTIALLY COMPLETED AS OF MAY 2012. ONE PROJECT WHICH WAS PARTIALLY FINANCED WITH SERIES 2011 BOND PROCEEDS IN TOTAL AMOUNT OF $86,089 IS EXPECTED TO BE SUBSTANTIALLY COMPLETED IN FISCAL YEAR 2014.
QUALIFIED HEDGE	SCHEDULE K, PART IV, LINE 3, COLUMN C	IN FEBRUARY 2012, THE ORGANIZATION ENTERED INTO A TRI-PARTY SWAP NOVATION AGREEMENT WITH CITIBANK N.A. AND WELLS FARGO BANK N.A. EFFECTIVE THE SWAP NOVATION DATE IN FEBRUARY 2012, WELLS FARGO BANK REPLACED CITIBANK AS THE SWAP COUNTERPARTY. THE KEY SWAP CONFIRMATION TERMS (INCLUDING FIXED AND FLOATING RATES, MATURITY AND AMORTIZATIONS) REMAINED THE SAME. THE ORGANIZATION DID NOT MAKE ANY PAYMENTS TO THE COUNTERPARTIES IN CONNECTION WITH THIS SWAP NOVATION TRANSACTION.

Schedule K (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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. MediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

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?
1(a) Name of disqualified person	(b) Description of transaction	Yes	No

Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image

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?
(a) Name of interested person and purpose	To	From	(c)Original principal amount	(d)Balance due	Yes	No	Yes	No	Yes	No
(1) RICHARD AFABLE MD RECRUITMENT		X	1,000,000	1,000,000		No	Yes		Yes
(2) JACK COX SR VP RECRUITMENT		X	1,500,000	1,500,000		No	Yes		Yes
(3) CYNTHIA PERAZZO SVP MOVING EXPENSES		X	105,000	32,082		No	Yes		Yes



Total ............... $				2,532,082

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

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) ALEXANDER EASTON	SEE SCH L, PART V	20,988	COMPENSATION		No
(2) PACIFIC HOSPITALIST ASSOCIATES	SEE SCH L, PART V	5,591,095	MEDICAL SERVICES		No
(3) INTOUCH HEALTH	SEE SCH L, PART V	125,694	PURCHASE OF PRODUCT		No
(4) RANEY ZUSMAN	SEE SCH L, PART V	789,631	MEDICAL SERVICES		No
(5) MELISSA DICKERSON	SEE SCH L, PART V	49,092	COMPENSATION		No
(6) HOAG ORTHOPEDIC INSTITUTE	SEE SCH L, PART V	16,813,489	ADMINISTRATIVE SERVICES		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
BUSINESS RELATIONSHIPS	FORM 990, SCHEDULE L, PART IV	- JAKE EASTON III IS A BOARD MEMBER OF HMHP. HIS SON, ALEXANDER EASTON, IS AN EMPLOYEE OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN. - WESTON CHANDLER, BOARD MEMBER OF HMHP, SERVES AS PRESIDENT & CEO OF PACIFIC HOSPITALIST ASSOCIATES WHICH PROVIDES MEDICAL SERVICES TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN. - YULUN WANG, BOARD MEMBER OF HMHP, SERVES AS AN OFFICER / DIRECTOR AT INTOUCH HEALTH WHICH SELLS PRODUCTS TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN. - DOUGLAS ZUSMAN, BOARD MEMBER OF HMHP, HAS 50% OWNERSHIP INTEREST IN RANEY & ZUSMAN WHICH PROVIDES MEDICAL SERVICES TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN. - TIMOTHY MOORE IS A KEY EMPLOYEE OF HMHP. HIS DAUGHTER-IN-LAW, MELISSA DICKERSON, IS AN EMPLOYEE OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN. - JENNIFER MITZNER AND ROBERT BRAITHWAITE ARE OFFICERS OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN AND ALSO SERVE AS BOARD MEMBERS OF HOAG ORTHOPEDIC INSTITUTE (HOI). HMHP PROVIDES ADMINISTRATIVE AND OPERATIONAL SERVICES TO HOI.

Schedule L (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

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

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Identifier	Return Reference	Explanation
PROGRAM SERVICE ACCOMPLISHMENTS	FORM 990, PART III, LINE 4	EXECUTIVE SUMMARY OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN'S COMMUNITY BENEFIT REPORT FOR 2011 WAS FILED WITH OSHPD. THE COMMUNITY MEDICINE DEPARTMENT AT HOAG MEMORIAL HOSPITAL PRESBYTERIAN WAS ESTABLISHED IN 1995. SINCE ITS BEGINNING, THE PROGRAM HAS FOCUSED ON TWO PRINCIPAL STRATEGIES: 1) PROVIDE NECESSARY HEALTHCARE-RELATED SERVICES WHICH ARE UNDUPLICATED IN THE COMMUNITY; AND 2) PROVIDE FINANCIAL SUPPORT TO EXISTING COMMUNITY BASED NOT-FOR-PROFIT ORGANIZATIONS WHICH ALREADY PROVIDE EFFECTIVE HEALTHCARE AND RELATED SOCIAL SERVICES TO MEET COMMUNITY HEALTH NEEDS. THE DEPARTMENT OF COMMUNITY MEDICINE, LED BY ITS DIRECTOR, DR. GWYN PARRY, IS RESPONSIBLE FOR THE COORDINATION OF HOAG HOSPITAL COMMUNITY BENEFIT REPORTING AND PROVIDES FREE PROGRAMS TO ASSIST THE UNDERSERVED IN THE COMMUNITY. THESE INCLUDE COMMUNITY CASE MANAGEMENT, COMMUNITY COUNSELING AND HEALTH MINISTRIES COORDINATION. IN ADDITION TO THESE SERVICES, MANY OTHER HOAG HOSPITAL DEPARTMENTS PROVIDE COMMUNITY HEALTH SERVICES INCLUDING EDUCATION AND SUPPORT GROUPS WHICH ARE FREE TO THE COMMUNITY. THE HOSPITAL ALSO HAS SUBSTANTIAL RELATIONSHIPS WITH LOCAL COLLEGES AND UNIVERSITIES TO INVEST IN THE EDUCATION OF VARIOUS HEALTH PROFESSIONS. COMMUNITY MEDICINE GRANTS SUPPORT HOAG HEALTH ASSOCIATES - ORGANIZATIONS THAT PROVIDE A BROAD RANGE OF SERVICES, INCLUDING THE FOLLOWING: FREE MEDICAL AND DENTAL CARE; ADULT DAY CARE AND EDUCATION FOR PERSONS WHO SUFFER FROM ALZHEIMER'S DISEASE OR MILD DEMENTIA WITH SUPPORT AND EDUCATION FOR THEIR CAREGIVERS AND FAMILIES; TRANSPORTATION SERVICES FOR LOCAL SENIOR CENTERS. HOAG MEMORIAL HOSPITAL PRESBYTERIAN IS A NOT-FOR-PROFIT ORGANIZATION THAT OPERATES GENERAL ACUTE CARE HOSPITALS IN NEWPORT BEACH AND IRVINE, CALIFORNIA. THE HOSPITAL PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES FOR RESIDENTS OF ORANGE COUNTY, CALIFORNIA. HOAG OPERATES A 498 LICENSED BED FACILITY IN NEWPORT BEACH AND AN 84 LICENSED BED FACILITY IN IRVINE. FULLY ACCREDITED BY THE DET NORSKE VERITAS HEALTHCARE, INC. (DNV) AND DESIGNATED AS A MAGNET HOSPITAL BY THE AMERICAN NURSES CREDENTIALING CENTER (ANCC), HOAG OFFERS A COMPREHENSIVE MIX OF HEALTH CARE SERVICES. THESE INCLUDE THE CENTERS OF EXCELLENCE IN CANCER, HEART AND VASCULAR INSTITUTE, NEUROSCIENCES INSTITUTE, ORTHOPEDIC SERVICES AND WOMEN'S HEALTH SERVICES. SINCE OPENING THE NEWPORT BEACH CAMPUS IN 1952, HOAG HAS GROWN FROM A SINGLE-SITE HOSPITAL TO HAVING THREE HOSPITALS ACROSS TWO CAMPUSES AND MULTIPLE SATELLITE OUTPATIENT SERVICES LOCATIONS. HOAG HAS INSTILLED ITS EXEMPLARY BRAND OF QUALITY PATIENT CARE AT ALL LOCATIONS. ANCC MAGNET RECOGNITION PROGRAM (R) HAS RE-DESIGNATED HOAG HOSPITAL NEWPORT BEACH AS A MAGNET HOSPITAL AND EXTENDED THE MAGNET DESIGNATION TO HOAG HOSPITAL IRVINE IN RECOGNITION OF THE COMMITMENT TO NURSING EXCELLENCE AT BOTH HOSPITALS. HOAG HAS ALSO RECEIVED ACCLAIM AS A TOP RANKING HOSPITAL FROM CONSUMER PUBLICATIONS. IN 2010, US NEWS & WORLD REPORT RELEASED ITS LATEST TOP 100 HOSPITAL RANKINGS. THE CANCER INSTITUTE RANKED 9TH AMONG CALIFORNIA HOSPITALS AND THE HIGHEST IN ORANGE COUNTY. FOR THE 15TH CONSECUTIVE YEAR, HOAG HAS BEEN NAMED THE MOST PREFERRED HOSPITAL BY ORANGE COUNTY RESIDENTS BASED ON A CONSUMER STUDY BY NATIONAL RESEARCH CORPORATION (NRC) AND IN A READER'S POLL, THE ORANGE COUNTY REGISTER SELECTED HOAG HOSPITAL AS THE BEST HOSPITAL IN ORANGE COUNTY, A TITLE HOAG HAS CLAIMED FOR 15 OF THE 16 YEARS THE POLL HAS BEEN TAKEN. HOAG SERVES ITS SURROUNDING COMMUNITIES WITH HEALTH CENTERS LOCATED IN COSTA MESA, HUNTINGTON BEACH, FOUNTAIN VALLEY, ALISO VIEJO, TWO IRVINE LOCATIONS AND ITS NEWEST LOCATION IN NEWPORT BEACH. HOAG SUCCESSFULLY OPENED HOAG HOSPITAL IRVINE ON SEPTEMBER 1, 2010. THE NEW HOSPITAL IS AN ACUTE CARE GENERAL HOSPITAL WITH A FULL-STAFFED EMERGENCY ROOM FOCUSED ON IMPROVING THE FLOW OF EMERGENCY CARE AND FEATURES HOAG ORTHOPEDICS, AN INPATIENT HOSPITAL WITHIN HOAG HOSPITAL IRVINE, PROGRESSIVE CARDIAC CARE AND DEDICATED HOSPITALISTS COMMITTED TO EXPANDING CARE 24/7.
BUSINESS RELATIONSHIP	FORM 990, PART VI, LINE 2	OFFICERS ROBERT BRAITHWAITE AND JENNIFER MITZNER HAVE A BUSINESS RELATIONSHIP.
CLASSES OF MEMBERS AND THE NATURE OF THEIR RIGHTS	FORM 990, PART VI, LINE 6	IN ACCORDANCE WITH THE BYLAWS OF THE CORPORATION, THE MEMBERS OF THE CORPORATION ARE FIFTY (50) IN NUMBER AND ARE DIVIDED EQUALLY BETWEEN THE GEORGE HOAG FAMILY FOUNDATION AND THE CONSTITUENT CHURCHES OF THE LOS RANCHOS PRESBYTERY OF THE PRESBYTERIAN CHURCH (USA), AS REPRESENTED BY THE ASSOCIATION OF PRESBYTERIAN MEMBERS.
DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS	FORM 990, PART VI, LINE 7A	THE MEMBERS OF THE CORPORATION HAVE THE POWER TO ELECT OR REMOVE DIRECTORS FROM THE BOARD OF DIRECTORS OF THE CORPORATION.
DECISIONS REQUIRING APPROVAL	FORM 990, PART VI, LINE 7B	THE POWERS AND RESPONSIBILITIES OF THE MEMBERS OF THE CORPORATION INCLUDE, BUT ARE NOT LIMITED TO: (A) TO ASSURE THE BOARD OF DIRECTORS CARRIES OUT THE CORPORATION'S MISSION; (B) TO CONSIDER THE QUALIFICATIONS OF DIRECTORS TO BE ELECTED TO THE BOARD OF DIRECTORS; (C) TO APPROVE ANY CHANGE TO THE NAME OF THE CORPORATION; (D) TO APPROVE ANY CHANGES TO THE CORPORATION'S MISSION STATEMENT; AND (E) TO APPROVE ANY SALE OR ALIENATION TO THE PROPERTY OR ASSETS OF THE CORPORATION.
PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990	FORM 990, PART VI, LINE 11B	THE ORGANIZATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD THE REVIEW OF THE FORM 990 PRIOR TO ISSUANCE. MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION, PREPARES AND REVIEWS THE FORM 990. THE AUDIT AND COMPLIANCE COMMITTEE IS PROVIDED WITH A DRAFT FORM 990 AND IS PROVIDED AMPLE TIME TO READ THE DOCUMENT AND DEVELOP QUESTIONS. THE AUDIT AND COMPLIANCE COMMITTEE THEN CONVENES PRIOR TO ISSUANCE OF THE FORM 990 TO REVIEW AND DISCUSS THE DRAFT FORM 990 WITH MANAGEMENT AND EXTERNAL EXPERTS HIRED BY MANAGEMENT. AN ELECTRONIC VERSION OF THE FORM 990 IS POSTED TO A SECURE WEB SITE AVAILABLE TO ALL OF THE BOARD OF DIRECTORS PRIOR TO FILING.
PROCESS USED TO MONITOR TRANSACTIONS FOR CONFLICT OF INTEREST	FORM 990, PART VI, LINE 12C	THE ORGANIZATION HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, NON-DIRECTOR MEMBERS OF BOARD COMMITTEES, AND SENIOR EXECUTIVES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. RESPONSES TO THE QUESTIONNAIRE ARE REVIEWED BY THE CHAIR AND CEO AND MATTERS ARE DISCUSSED AT THE APPROPRIATE LEVEL AS APPLICABLE GIVEN THE SITUATION. INDIVIDUAL TRANSACTIONS THAT OCCUR BETWEEN THE ANNUAL QUESTIONNAIRE ARE REVIEWED BY THE CORPORATION'S LEGAL AND COMPLIANCE OFFICERS FOR POTENTIAL CONFLICTS OF INTEREST. ANY DIRECTOR WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT SHALL REFRAIN FROM VOTING ON ANY MATTER RELATING TO THE CONTRACT, TRANSACTION OR ARRANGEMENT, OR BE EXCUSED FROM ANY MEETING WHERE THE PROPOSED CONTRACT IS DISCUSSED.
PROCESS USED TO DETERMINE COMPENSATION	FORM 990, PART VI, LINES 15A AND 15B	THE COMPENSATION OF THE CEO, CFO AND ALL SENIOR VICE PRESIDENTS (KEY EMPLOYEES) IS REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS PLUS ONE OUTSIDE NON-VOTING MEMBER. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE KEY EXECUTIVES. THE COMPENSATION COMMITTEE'S RECOMMENDATIONS RELATIVE TO EXECUTIVE COMPENSATION ARE REVIEWED AND APPROVED BY THE FULL BOARD OF DIRECTORS, MEETING IN EXECUTIVE SESSION, WHOSE MINUTES DOCUMENT THAT THE APPROVED COMPENSATION IS DEEMED REASONABLE. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE FOR IN EXCESS OF 36 YEARS. THIS PROCESS WAS LAST COMPLETED IN 2011.
AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC	FORM 990, PART VI, LINE 19	THE CORPORATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC IN SUMMARY BY INCLUSION IN AN ANNUAL REPORT THAT IS AVAILABLE ON ITS WEBSITE HTTP://WWW.HOAG.ORG/ABOUT/CORPORATE-INFORMATION. HOAG'S CODE OF CONDUCT IS POSTED ON ITS PUBLIC WEBSITE AS WELL. THE CODE OF CONDUCT PROVIDES READERS WITH AN UNDERSTANDABLE REVIEW OF THE CODE OF CONDUCT THAT MUST BE ADHERED TO BY ALL EMPLOYEES, DIRECTORS AND VENDORS. THE CORPORATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
HOURS DEVOTED TO RELATED ORGANIZATIONS	FORM 990, PART VII	RICHARD AFABLE, M.D. IS A BOARD MEMBER OF HOAG HOSPITAL FOUNDATION (HHF) AND THE PRESIDENT & CEO / BOARD MEMBER OF HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP). HE DEVOTED 3 HOURS PER WEEK TO HHF AND 50 HOURS PER WEEK TO HMHP. FLYNN ANDRIZZI IS THE PRESIDENT OF HHF AND AN SVP OF HMHP. HE DEVOTED 43 HOURS PER WEEK TO HHF AND 7 HOURS PER WEEK TO HMHP. STEPHEN JONES IS A BOARD MEMBER OF HHF AND THE CHAIR OF HMHP. HE DEVOTED 1 HOUR PER WEEK TO HHF AND 3 HOURS PER WEEK TO HMHP.
CHANGES IN NET ASSETS OR FUND BALANCE	FORM 990, PART XI, LINE 5	INCREASE IN VALUE OF CRT $1,600,000 UNREALIZED LOSSES ($24,364,100) CUMULATIVE EFFECT OF LOSS ON GOODWILL IMPAIRMENT ($3,125,831) UNRELATED BUSINESS LOSS FROM PARTNERSHIPS $500,538 OTHER ITEMS $65,608 -------------- TOTAL ($25,323,785)
CONSOLIDATED AUDITED FINANCIAL STATEMENTS	FORM 990, PART XII, LINE 2B	HOAG MEMORIAL HOSPITAL PRESBYTERIAN IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR HOAG MEMORIAL HOSPITAL PRESBYTERIAN AND AFFILIATES. A STAND-ALONE AUDIT IS NOT PREPARED FOR HOAG MEMORIAL HOSPITAL PRESBYTERIAN.

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:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBullet

Attach to Form 990. MediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

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) NEWPORT HEALTHCARE CENTER LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 33-1127904	MEDICAL BLDG	CA	8,567,481	152,366,902	N/A
(2) HOAG OUTPATIENT CENTERS LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 45-3587572	PATIENT SVCS	CA	0	0	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
(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	Yes	No
(1) HOAG HOSPITAL FOUNDATION ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 95-3222343	FUNDRAISING	CA	501(C)(3)	7	HMHP
(2) HOAG MEDICAL FOUNDATION ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 45-3583707	SUPPORT	CA	501(C)(3)	3	HMHP
(3) HOAG CHARITY SPORTS 3920 BIRCH STREET SUITE 105 NEWPORT BEACH,CA92660 45-2982422	SUPPORT	CA	501(C)(3)	11	HHF

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

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 VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) NEWPORT IMAGING CENTER LP 360 SAN MIGUEL NEWPORT BEACH,CA92660 33-0191776	MEDICAL IMAGING	CA	N/A	RELATED	266,842	7,524,825		No	0	Yes		99.000 %
(2) HOAG ORTHOPEDIC INSTITUTE LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 61-1588294	SPECIALTY HSPL	CA	N/A	RELATED	942,723	39,180,086		No	0	Yes		51.000 %
(3) MAIN STREET SPECIALTY SURGERY CENTER LLC 280 MAIN STREET SUITE 100 ORANGE,CA92868 95-4813223	SURGERY	CA	N/A	N/A	0	0		No	0		No	0 %
(4) ORTHO SURGERY CENTER OF ORANGE COUNTY LL 22 CORPORATE PLAZA DRIVE NEWPORT BEACH,CA92660 33-0841806	SURGERY	CA	N/A	N/A	0	0		No	0		No	0 %
(5) ORTHOPEDIC SPECIALISTS OF NEWPORT BEACH 22 CORPORATE PLAZA DRIVE NEWPORT BEACH,CA92660 20-3014704	INVESTMENT	CA	N/A	N/A	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) HOAG MANAGEMENT SERVICES INC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA926586100 33-0731587	MEDICAL MNMGT	CA	N/A	C-CORP	675,655	15,032,041	100.000 %
(2) COASTAL MANAGEMENT SERVICES ORGANIZATION ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA926586100 33-0676831	PURCHASE CO-OP	CA	N/A	C-CORP	19,551	419,890	100.000 %

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

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 . . . . . . . . . . . . . . . . . . . . . . .

Yes

b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .

Yes

l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .

Yes

m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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
(1) NEWPORT IMAGING CENTER	K	106,592
(2) HOAG HOSPITAL FOUNDATION	C	17,197,978
(3) HOAG HOSPITAL FOUNDATION	K	90,000
(4) HOAG HOSPITAL FOUNDATION	A(IV)	168,143
(5) COASTAL MANAGEMENT SERVICES ORGANIZATION	K	132,000
(6) HOAG MANAGEMENT SERVICES	L	4,285,676
(7) NEWPORT IMAGING CENTER	C	1,697,909
(8) HOAG ORTHOPEDIC INSTITUTE	B	5,497,260
(9) HOAG ORTHOPEDIC INSTITUTE	C	2,241,553
(10) MAIN STREET SPECIALITY SURGERY CENTER		0
(11) ORTHO SURGERY CENTER ORANGE COUNTY		0
(12) HOAG MEDICAL FOUNDATION		0
(13) HOAG CHARITY SPORTS		0
(14) HOAG OUTPATIENT CENTERS		0
(15) ORTHOPEDIC SPECIALISTS OF NEWPORT BEACH		0

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 VUBI amount in box 20 of Schedule K-1 (Form 1065)	(h) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(e) Share of end-of-year assets	Yes	No	(g) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

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

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: OUR MISSION AS A NOT-FOR-PROFIT, FAITH-BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTH CARE SERVICES TO THE COMMUNITIES WE SERVE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ....	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) ....	4	10
5	Total number of individuals employed in calendar year 2010 (Part V, line 2a) ...	5	6,461
6	Total number of volunteers (estimate if necessary) ....	6	1,400
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ..	7a	3,857,842
b	Net unrelated business taxable income from Form 990-T, line 34 ..	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	7,247,538	29,434,564
9	Program service revenue (Part VIII, line 2g) .........	766,408,017	773,211,956
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	29,359,294	41,200,802
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	3,464,371	14,178,048
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	806,479,220	858,025,370
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	4,710,069	7,475,467
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)	347,178,556	392,345,261
16a	Professional fundraising fees (Part IX, column (A), line 11e)....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f)....	412,906,889	431,194,154
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	764,795,514	831,014,882
19	Revenue less expenses. Subtract line 18 from line 12......	41,683,706	27,010,488
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16)............	2,037,017,974	2,103,471,586
21	Total liabilities (Part X, line 26)............	745,611,558	810,378,467
22	Net assets or fund balances. Subtract line 21 from line 20 .....	1,291,406,416	1,293,093,119

Sign Here

	Signature of officer	Date

	Type or print name and title.

Paid Preparer's Use Only	Preparer's signature	Date	Check if self- employed	Preparer’s taxpayer identification number (see instructions)
	Firm’s name (or yours if self-employed), address, and ZIP + 4			EIN
				Phone no.


4a	(Code: ) (Expenses $ 546,680,984 including grants of $ 7,475,467 ) (Revenue $ 785,629,303 )
	PROVISION OF HEALTH CARE SERVICES - 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 expenses$ 546,680,984

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	7,211,504	0	861,737

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512, 513, or 514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d		17,197,978
e	Government grants (contributions)1e		11,932,117

f	All other contributions, gifts, grants, and similar amounts not included above1f		304,469
g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......			29,434,564
			Business Code
2a	PATIENT SERVICES		622,110	666,561,466	666,561,466
b	HMO CAPITATED PAYMENTS		622,110	80,426,294	80,426,294
c	MOB RENTAL INCOME		531,190	17,216,302	16,173,940	1,042,362
d	CAFETERIA SALES		722,212	4,269,481	4,269,481
e	REFUNDS & REBATES		532,299	2,313,721	2,313,721
f	All other program service revenue .			2,424,692	2,424,692
g	Total. Add lines 2a–2f........			773,211,956
3	Investment income (including dividends, interest
	and other similar amounts).....			16,433,264		0	16,433,264
4	Income from investment of tax-exempt bond proceeds..			34,992			34,992
5	Royalties............			0
		(i) Real	(ii) Personal
6a	Gross Rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	1,242,166,472	142,092
b	Less: cost or other basis and sales expenses	1,217,511,886	64,132
c	Gain or (loss)	24,654,586	77,960
d	Net gain or (loss)..........			24,732,546			24,732,546
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..			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...			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..			0
Miscellaneous Revenue			Business Code
11a	MISC - HOI SERVICES		561,110	7,842,321	5,339,547	2,502,774
b	INCOME FROM PARTNERSHIPS / LLC'S		525,990	3,304,217	3,804,755	-500,538
c	CHILD CARE PROGRAM		624,410	1,447,995			1,447,995
d	All other revenue ....			1,583,515	770,271	813,244
e	Total. Add lines 11a–11d ......			14,178,048
12	Total revenue. See Instructions....			858,025,370	782,084,167	3,857,842	42,648,797


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing ..........			38,826,941	1	75,464,148
2	Savings and temporary cash investments .......			42,547,664	2	20,107,052
3	Pledges and grants receivable, net .........				3
4	Accounts receivable, net .........			82,467,851	4	83,626,722
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........			2,500,000	5	2,532,083
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 .............			602,963	7	1,973,182
8	Inventories for sale or use ..............			3,530,280	8	4,727,452
9	Prepaid expenses and deferred charges ............			9,792,052	9	17,404,294
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,395,226,676
b	Less: accumulated depreciation. .....	10b	538,452,312	837,376,490	10c	856,774,364
11	Investments—publicly traded securities ..........			700,871,089	11	627,370,209
12	Investments—other securities. See Part IV, line 11 ......			250,607,000	12	322,454,839
13	Investments—program-related. See Part IV, line 11 ..			42,250,329	13	47,148,454
14	Intangible assets .........			1,891,950	14	0
15	Other assets. See Part IV, line 11 ...........			23,753,365	15	43,888,787
16	Total assets. Add lines 1 through 15 (must equal line 34)...			2,037,017,974	16	2,103,471,586
17	Accounts payable and accrued expenses .			113,515,253	17	126,175,194
18	Grants payable ..........				18
19	Deferred revenue ..........				19
20	Tax-exempt bond liabilities ..........			535,566,081	20	565,433,341
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 ..				23
24	Unsecured notes and loans payable to unrelated third parties ....				24
25	Other liabilities. Complete Part X of Schedule D.....			96,530,224	25	118,769,932
26	Total liabilities. Add lines 17 through 25.....			745,611,558	26	810,378,467
	Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....			1,285,897,502	27	1,285,983,530
28	Temporarily restricted net assets .....			5,508,914	28	7,109,589
29	Permanently restricted net assets .....				29
	Organizations that do not follow SFAS 117, check here 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 .....			1,291,406,416	33	1,293,093,119
34	Total liabilities and net assets/fund balances .....			2,037,017,974	34	2,103,471,586

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).................	Yes	No
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)..........	Yes	No
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)..............................	Yes	No
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)	Yes	No
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)....................................	Yes	No
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)................................................	Yes	No