TY 2011 Form 990

- TIN:

Form990

Department of the Treasury
Internal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

The organization may have to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-0047

2011

Open to Public Inspection

A For the calendar year, or tax year beginning 07-01-2011 and ending 06-30-2012

BCheck if applicable: Address change Name change Initial return Terminated Amended return Application pending

CName of organization
ST JUDE HOSPITAL YORBA LINDA

Doing Business As
ST JOSEPH HERITAGE HEALTHCARE

Number and street (or P.O. box if mail is not delivered to street address)
279 EAST IMPERIAL HIGHWAY

Room/suite

City or town, state or country, and ZIP + 4
FULLERTON, CA92835

D Employer identification number

33-0185031

E Telephone number

G Gross receipts $ 402,750,728

F Name and address of principal officer:
C R BURKE CEO
SAME AS C ABOVE
FULLERTON,CA92835

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

www.stjhs.org

H(a)

Is this a group return for
affiliates? Yes No

H(b)

Are all affiliates included?

Yes No

If "No," attach a list. (see instructions)

H(c)

Group exemption number MediumBullet

0928

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1986

M State of legal domicile: CA

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a).....	3	12
4	Number of independent voting members of the governing body (Part VI, line 1b) ....	4	3
5	Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...	5	1,493
6	Total number of volunteers (estimate if necessary) ....	6	1
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ..	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 ..	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	2,000,000
9	Program service revenue (Part VIII, line 2g) .........	369,950,600	400,165,367
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	913,401	530,849
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	370,864,001	402,696,216
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
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)	83,516,641	92,676,180
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)....	314,086,358	340,821,598
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	397,602,999	433,497,778
19	Revenue less expenses. Subtract line 18 from line 12.......	-26,738,998	-30,801,562
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	125,153,040	121,866,854
21	Total liabilities (Part X, line 26).............	108,639,948	103,510,532
22	Net assets or fund balances. Subtract line 21 from line 20.....	16,513,092	18,356,322

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title.

Paid preparer use only

Print/type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image

Firm's address Right pointing arrowhead image

Phone no.

May the IRS discuss this return with the preparer shown above? See instructions ......... bullet

YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y

Form 990 (2011)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response to any question in this Part III .........

Briefly describe the organization’s mission: SEE SCHEDULE O

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .................... Yes No

If “Yes,” describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program services? .......................... Yes No

If “Yes,” describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 387,349,568 including grants of $ 0 ) (Revenue $ 400,165,367 )
	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$ 387,349,568

Form 990 (2011)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A Click to see attachment

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

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment

........

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........

Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I Click to see attachment

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

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part II Click to see attachment

...

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment

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

Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV Click to see attachment

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

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part V Click to see attachment

If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:

Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI. Click to see attachment

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII. Click to see attachment

11b

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII. Click to see attachment

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX. Click to see attachment

11d

Yes

Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X. Click to see attachment

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X. Click to see attachment

11f

Yes

12a

Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment

12a

Yes

Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment

12b

Yes

Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States?....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment

14b

Yes

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment

Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................

20a

Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....

20a

If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.

20b

Form 990 (2011)

Page 4

Part IV

Checklist of Required Schedules (continued)

Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..

Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III.....

Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................

24c

Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment

25b

Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II......................... Click to see attachment

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment

Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment

28a

A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment

28b

An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment

28c

Yes

Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............

Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment

Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

Yes

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment

35b

Yes

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI Click to see attachment

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Form 990 (2011)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance

Check if Schedule O contains a response to any question in this Part V .........

Yes

Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......

1,570

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................

1,493

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?.............................

If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................

If "Yes," enter the name of the foreign country: MediumBullet

See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........

If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................

If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................

If “Yes,” indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............

Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................

Sponsoring organizations maintaining donor advised funds.

Did the organization make any taxable distributions under section 4966?.........

Did the organization make a distribution to a donor, donor advisor, or related person?......

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.

13a

Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.

13b

Enter the aggregate amount of reserves on hand.

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..

14b

Form 990 (2011)

Page 6

Part VI

Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response to any question in this Part VI .........

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent .................

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Yes

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Yes

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................

Yes

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............

Yes

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .........................

Yes

Each committee with authority to act on behalf of the governing body? ..........

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....

Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....

10b

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?

11a

Yes

Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....

12a

Did the organization have a written conflict of interest policy? If “No,” go to line 13.......

12a

Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................

12b

Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................

12c

Did the organization have a written whistleblower policy? ...............

Did the organization have a written document retention and destruction policy? .........

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Other officers or key employees of the organization ................

15b

Yes

If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the States with which a copy of this Form 990 is required to be filed MediumBullet

Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request

Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet

ELLEN NOWA
1515 E ORANGEWOOD AVENUE
ANAHEIM,CA92805
(714) 937-6120

Form 990 (2011)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response to any question in this Part VII .........

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See instructions for definition of "key employee."

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

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

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

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.

Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) JAMES BENOIT MD BOARD TRUSTEE (PART YEAR)	2.0	X		0	0	0
(2) TRICIA BONNER BOARD TRUSTEE (PART YEAR)	2.0	X		0	147,533	20,541
(3) LEE PENROSE BOARD TRUSTEE	2.0	X		0	885,075	43,251
(4) KENNETH MCFARLAND BOARD TRUSTEE	2.0	X		0	621,561	46,507
(5) STEVE MOREAU BOARD TRUSTEE	2.0	X		0	911,442	18,500
(6) ROBERT J FRASCHETTI BOARD TRUSTEE	2.0	X		0	129,164	0
(7) ANNE FORD MD SECRETARY	2.0	X	X	0	0	0
(8) DONALD BITTNER MD BOARD TRUSTEE	2.0	X		0	0	0
(9) MICHAEL GILBERT MD BOARD TRUSTEE	2.0	X		0	0	0
(10) SR CLAUDETTE DES FORGES SECRETARY (PART YEAR)	2.0	X	X	0	0	0
(11) BRIAN HELLELAND BOARD TRUSTEE	2.0	X		0	528,513	39,733
(12) MARK JABLONSKI BOARD TRUSTEE (PART YEAR)	2.0	X		0	392,574	45,132
(13) DANIEL KIM MD BOARD TRUSTEE	2.0	X		0	0	0
(14) JAMES PIEROG MD BOARD TRUSTEE	2.0	X		5,188	0	0
(15) STEWART SHANFIELD MD BOARD TRUSTEE	2.0	X		0	0	0
(16) DARRIN MONTALVO CFO	10.0	X	X	0	1,033,120	51,707
(17) CR BURKE CEO	50.0		X	0	707,679	36,971

Form 990 (2011)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)			(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) JOHN BENNETT COO VP OPERATIONS HERITAGE N.	50.0	X		0	398,840	39,353
(19) RON MORELAND CAO SJHH NSS	50.0	X		0	549,147	51,946
(20) KEVIN MANEMANN VP OPERATIONS & IS	50.0	X		0	359,625	42,713
(21) JUDY DANFORTH VP SITE OPERATIONS HERITAGE N.	50.0	X		0	267,416	24,750
(22) CHARLES FOSTER VP ADMINISTRATOR SJOHMG	50.0	X		0	309,189	40,160
(23) CORY RAYYES VP COO SJHAP	50.0	X		0	287,296	32,330
(24) ROBERT O'NEIL VP PHYSICIANS RELATIONS - HN	50.0	X		0	226,101	21,954
(25) GREGORY JONES VP-TECH./MEDGROUP DEVELOPMENT	50.0		X	65,757	126,995	22,237
(26) JAMES HALL EXECUTIVE DIRECTOR	50.0		X	176,253	0	28,144
(27) ROBERT JUST III AREA DIRECTOR OF OPERATIONS	50.0		X	163,377	0	29,572
(28) LINDA VIOLAS DIRECTOR CLINICAL MGMT SVCS	50.0		X	157,045	0	27,089
(29) SUZANNE KADAR EXECUTIVE DIRECTOR FINANCE	50.0		X	156,901	0	35,007

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	724,521	7,881,270	697,597

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation
ST JUDE HERITAGE MEDICAL GROUP 279 E IMPERIAL HWY STE 710 FULLERTON,CA92635	PHYSICIAN FEES	53,298,901
YORBA PARK MEDICAL GROUP II INC 2501 CHAPMAN AVENUE ORANGE,CA92869	PHYSICIAN FEES	16,029,989
MORAN ROWEN AND DORSEY INC PO BOX 14005 ORANGE,CA92868	CAPITATION & CLAIMS	8,007,022
ALLIED ANESTHESIA MEDICAL GROUP PO BOX 1628 ORANGE,CA92856	CAPITATION & CLAIMS	7,702,259
ONCOLOGY NETWORK OF ORANGE COUNTY 1820 W ORANGEWOOD STE 107 ORANGE,CA92868	ONCOLOGY SERVICES	5,523,571
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 288

Form 990 (2011)

Page 9

Part VIII

Statement of Revenue

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

f	All other contributions, gifts, grants, and similar amounts not included above1f		2,000,000
g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......			2,000,000
			Business Code
2a	NET PATIENT SERVICES		622,110	387,597,900	387,597,900
b	PATIENT CARE/HEALTH PLAN REIMBURSEMENTS		622,110	3,330,660	3,330,660
c	CLINICAL TRIALS-PATIENT RELATED		541,710	250,000	250,000
d	REIMBURSEMENT EHR & USE INCENTIVE		622,110	3,529,755	3,529,755
e	MOB RENTAL		531,120	1,321,395	1,321,395
f	All other program service revenue .			4,135,657	4,135,657
g	Total. Add lines 2a–2f........			400,165,367
3	Investment income (including dividends, interest
	and other similar amounts).....			44,783			44,783
4	Income from investment of tax-exempt bond proceeds..			0
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	492,011	48,567
b	Less: cost or other basis and sales expenses		54,512
c	Gain or (loss)	492,011	-5,945
d	Net gain or (loss)..........			486,066			486,066
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
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See Instructions....			402,696,216	400,165,367		530,849

Form 990 (2011)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........

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 United States. See Part IV, line 21	0
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	0
3	Grants and other assistance to governments, organizations, and individuals outside the United States. 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 ....	3,639,197		3,639,197
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages	64,020,289	43,599,474	20,420,815
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	2,962,588	1,801,677	1,160,911
9	Other employee benefits .......	16,985,144	12,227,134	4,758,010
10	Payroll taxes ...........	5,068,962	3,374,251	1,694,711
11	Fees for services (non-employees):
a	Management ......	1,444,563	89,207	1,355,356
b	Legal .........	382,650	31,514	351,136
c	Accounting ...........	99,292		99,292
d	Lobbying ...........	0
e	Professional fundraising. See Part IV, line 17..	0
f	Investment management fees ......	0
g	Other ..........	258,402,535	255,981,715	2,420,820
12	Advertising and promotion ....	280,258	28,857	251,401
13	Office expenses .......	4,254,854	2,796,727	1,458,127
14	Information technology ......	2,369,842	530,526	1,839,316
15	Royalties ..	0
16	Occupancy ...........	18,370,944	16,353,688	2,017,256
17	Travel ............	570,920	233,895	337,025
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0
19	Conferences, conventions, and meetings ....	268,864	83,698	185,166
20	Interest ...........	4,057,908	4,015,379	42,529
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization .....	6,553,352	5,311,676	1,241,676
23	Insurance ..............	3,308,661	2,484,856	823,805
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a	MEDICAL SUPPLIES	36,818,927	36,818,927
b	DUES/MEMBERSHIP	23,904		23,904
c	ALL OTHER EXPENSES	3,614,124	1,586,367	2,027,757
d
e
f	All other expenses
25	Total functional expenses. Add lines 1 through 24f	433,497,778	387,349,568	46,148,210	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2011)

Page 11


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing ..........			0	1	0
2	Savings and temporary cash investments .......			17,149,444	2	11,702,953
3	Pledges and grants receivable, net .........			0	3	0
4	Accounts receivable, net .........			16,238,431	4	16,137,829
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........			0	5	0
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 ..........			0	6	0
7	Notes and loans receivable, net .............			0	7	0
8	Inventories for sale or use ..............			1,039,554	8	1,247,411
9	Prepaid expenses and deferred charges ............			1,986,759	9	2,213,601
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	115,322,610
b	Less: accumulated depreciation. .....	10b	45,336,457	68,344,068	10c	69,986,153
11	Investments—publicly traded securities ..........			13,774,670	11	14,264,552
12	Investments—other securities. See Part IV, line 11 ......			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets .........			57,549	14	0
15	Other assets. See Part IV, line 11 ...........			6,562,565	15	6,314,355
16	Total assets. Add lines 1 through 15 (must equal line 34)...			125,153,040	16	121,866,854
17	Accounts payable and accrued expenses .			36,453,523	17	31,341,096
18	Grants payable ..........			0	18	0
19	Deferred revenue ..........			0	19	0
20	Tax-exempt bond liabilities ..........			0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D..			0	21	0
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........			0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..			0	23	0
24	Unsecured notes and loans payable to unrelated third parties ....			0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.....			72,186,425	25	72,169,436
26	Total liabilities. Add lines 17 through 25.....			108,639,948	26	103,510,532
	Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....			16,513,092	27	16,500,822
28	Temporarily restricted net assets .....			0	28	1,855,500
29	Permanently restricted net assets .....			0	29	0
	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 .....			16,513,092	33	18,356,322
34	Total liabilities and net assets/fund balances .....			125,153,040	34	121,866,854

Form 990 (2011)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response to any question in this Part XI .........

Total revenue (must equal Part VIII, column (A), line 12) ...

402,696,216

Total expenses (must equal Part IX, column (A), line 25) ....

433,497,778

Revenue less expenses. Subtract line 2 from line 1 ...

-30,801,562

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..

16,513,092

Other changes in net assets or fund balances (explain in Schedule O) ...

32,644,792

Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....

18,356,322

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response to any question in this Part XII .........

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?....

Were the organization’s financial statements audited by an independent accountant?........

Yes

If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................

Yes

If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separated basis

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................

If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..

Form 990 (2011)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- 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

2011

Open to Public
Inspection

Name of the organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

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) 2011

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) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(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) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(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—2011. 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—2010. 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—2011. 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—2010. 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) 2011

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) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(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) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(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 2011 (line 8 column (f) divided by line 13 column (f)) .........

Public support percentage from 2010 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2011 (line 10c column (f) divided by line 13 column (f)) ......

Investment income percentage from 2010 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2011. 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—2010. 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) 2011

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) 2011

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

2011

Name of organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

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, total 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 total 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 on line H of its
Form 990-EZ or on Part I, 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) (2011)

Page 2

Name of organization ST JUDE HOSPITAL YORBA LINDA
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Part I	Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total 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) Total 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) Total 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) Total 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) Total 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) Total 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) (2011)

Page 3

Name of organization ST JUDE HOSPITAL YORBA LINDA
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Part II	Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2011)

Page 4

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Name of organization
ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total 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

$
Use duplicate copies of Part III if additional space is needed

(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) (2011)

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions.

OMB No. 1545-0047

2011

Open to Public Inspection

Name of the organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

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 can 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 education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 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, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 (ASC 958), 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 (ASC 958), 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 (ASC 958), 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) 2011

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	Net investment earnings, gains, and 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 (line 1g) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages in lines 2a, 2b, and 2c should equal 100%.

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

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

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	3,703,106		3,703,106
b	Buildings ................	45,647,945	4,181,620	41,466,325
c	Leasehold improvements ............	20,632,075	8,983,850	11,648,225
d	Equipment ................	42,151,290	32,170,987	9,980,303
e	Other .................	3,188,194	0	3,188,194
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				69,986,153

Schedule D (Form 990) 2011

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
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

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) must 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
(1) OTHER RECEIVABLES				3,343,565
(2) DEPOSITS				10,500
(3) DEFERRED RENT ASSET				507,940
(4) OTHER ASSETS				596,851
(5) RESTRICTED ASSET				1,855,500




Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				6,314,355

Part X

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

1.(a) Description of Liability		(b) Book value
Federal Income Taxes		0
DUE TO THIRD PARTY PAYORS		2,040,332
OTHER NON CURRENT LIABILITIES		873,713
PAYABLE TO AFFILIATES		22,572,203
ASSET CONTRUCTED FOR OTHERS		45,693,518
DEFERRERD RENT LIABILITY		908,328
TENANT IMPROVEMENT LIABILITY		81,342



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		72,169,436
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) 2011

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	402,696,216
2	Total expenses (Form 990, Part IX, column (A), line 25) .....................	2	433,497,778
3	Excess or (deficit) for the year. Subtract line 2 from line 1 .............	3	-30,801,562
4	Net unrealized gains (losses) on investments ..........................	4	-2,032
5	Donated services and use of facilities .............................	5
6	Investment expenses ...................................	6
7	Prior period adjustments ..................................	7
8	Other (Describe in Part XIV.) .................................	8	32,646,824
9	Total adjustments (net). Add lines 4 through 8 .........................	9	32,644,792
10	Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 .........	10	1,843,230

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	400,369,950
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a	-2,032
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	-2,032
3	Subtract line 2e from line 1.....................			3	400,371,982
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	2,324,234
c	Add lines 4a and 4b.......................			4c	2,324,234
5	Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	402,696,216

Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1	Total expenses and losses per audited financial statements .............			1	433,029,044
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	433,029,044
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	468,734
c	Add lines 4a and 4b.......................			4c	468,734
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	433,497,778

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 (FIN 48) FOOTNOTE	FORM 990, SCHEDULE D, PART X, LINE 2	ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES HAS BEEN ACCRUED AT JUNE 30, 2012 OR 2011.
SUPPLEMENTAL FINANCIAL STATEMENT	FORM 990, SCHEDULE D, PART XI, LINE 8	EQUITY TRANSFER $32,646,811 ROUNDING $ 13 ------------ TOTAL $32,646,824
OTHER AMOUNTS INCLUDED ON RETURN REVENUE	FORM 990, SCHEDULE D, PART XII, LINE 4B	SUBLEASE REVENUE BOOKED IN EXPENSES $ 45,909 DEPRECIATION ON ASSET CONSTRUCTED FOR OTHER $ 172,606 INTEREST EXPENSE ON ASSET CONSTRUCTED FOR OTHER $ 250,219 TEMPORARY RESTRICTED CONTRIBUTION RECLASS $1,855,500 ---------- TOTAL $2,324,234
OTHER AMOUNTS INCLUDED ON RETURN EXPENSE	FORM 990, SCHEDULE D, PART XIII, LINE 4B	SUBLEASE REVENUE BOOKED IN EXPENSES $ 45,909 DEPRECIATION ON ASSET CONSTRUCTED FOR OTHER $172,606 INTEREST EXPENSE ON ASSET CONSTRUCTED FOR OTHER $250,219 -------- TOTAL $468,734

Schedule D (Form 990) 2011

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

2011

Open to Public Inspection

Name of the organization
ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

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 its grants

and other 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 its grants and other
assistance 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	Program Services	CAPTIVE INSURANCE	462,838
















3a	Sub-total .....	0	0			462,838
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)	0	0			462,838

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011

Schedule F (Form 990) 2011

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) 2011

Schedule F (Form 990) 2011Page 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) 2011

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2011

Page 5

Part V

Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).

Identifier	ReturnReference	Explanation
METHOD OF ACCOUNTING	SCHEDULE F, PART I, LINE 3, COLUMN (F)	THE AMOUNT IN COLUMN (F) WAS DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING.

Schedule F (Form 990) 2011

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

2011

Open to Public Inspection

Name of the organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

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 or provision 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. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

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

Yes

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 Regulations 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) 2011

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.

(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 as deferred in prior Form 990
(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)	(F) Compensation reported as deferred in prior Form 990
(1) TRICIA BONNER	(i) (ii)	0 125,863	0 14,934	0 6,736	0 11,134	0 9,407	0 168,074	0 0
(2) LEE PENROSE	(i) (ii)	0 492,379	0 227,562	0 165,134	0 17,129	0 26,122	0 928,326	0 0
(3) KENNETH MCFARLAND	(i) (ii)	0 379,856	0 101,335	0 140,370	0 16,825	0 29,682	0 668,068	0 24,452
(4) STEVE MOREAU	(i) (ii)	0 529,473	0 264,055	0 117,914	0 0	0 18,500	0 929,942	0 0
(5) BRIAN HELLELAND	(i) (ii)	0 333,505	0 119,254	0 75,754	0 9,788	0 29,945	0 568,246	0 0
(6) MARK JABLONSKI	(i) (ii)	0 235,903	0 86,769	0 69,902	0 21,845	0 23,287	0 437,706	0 0
(7) CR BURKE	(i) (ii)	0 382,608	0 188,720	0 136,351	0 16,911	0 20,060	0 744,650	0 0
(8) DARRIN MONTALVO	(i) (ii)	0 580,400	0 267,503	0 185,217	0 21,676	0 30,031	0 1,084,827	0 0
(9) JOHN BENNETT	(i) (ii)	0 243,081	0 86,569	0 69,190	0 16,935	0 22,418	0 438,193	0 0
(10) RON MORELAND	(i) (ii)	0 301,123	0 122,702	0 125,322	0 17,120	0 34,826	0 601,093	0 0
(11) KEVIN MANEMANN	(i) (ii)	0 222,216	0 81,676	0 55,733	0 12,098	0 30,615	0 402,338	0 0
(12) JUDY DANFORTH	(i) (ii)	0 164,801	0 58,120	0 44,495	0 17,349	0 7,401	0 292,166	0 0
(13) CHARLES FOSTER	(i) (ii)	0 188,139	0 69,972	0 51,078	0 16,943	0 23,217	0 349,349	0 0
(14) CORY RAYYES	(i) (ii)	0 177,586	0 66,547	0 43,163	0 10,637	0 21,693	0 319,626	0 0
(15) ROBERT O'NEIL	(i) (ii)	0 141,368	0 49,650	0 35,083	0 15,234	0 6,720	0 248,055	0 0
(16) GREGORY JONES	(i) (ii)	64,995 77,033	0 31,573	762 18,389	3,283 5,037	6,683 7,234	75,723 139,266	0 0
(17) JAMES HALL	(i) (ii)	153,186 0	21,097 0	1,970 0	7,063 0	21,081 0	204,397 0	0 0
(18) ROBERT JUST III	(i) (ii)	119,342 0	19,125 0	24,910 0	8,095 0	21,477 0	192,949 0	0 0
(19) LINDA VIOLAS	(i) (ii)	119,151 0	36,277 0	1,617 0	12,654 0	14,435 0	184,134 0	0 0
(20) SUZANNE KADAR	(i) (ii)	133,040 0	22,472 0	1,389 0	12,719 0	22,288 0	191,908 0	0 0

Schedule J (Form 990) 2011

Page 3

Part III

Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.

Identifier	Return Reference	Explanation
SUPPLEMENTAL COMPENSATION INFORMATION	FORM 990, SCHEDULE J, PART I, LINE 1A	EXECUTIVES RECEIVE A PERCENTAGE OF BASE COMPENSATION FOR DISCRETIONARY SPENDING. THESE AMOUNTS ARE INCLUDED IN OTHER REPORTABLE COMPENSATION.
DESCRIPTION OF CEO PAID BY EXEMPT PARENT	FORM 990, SCHEDULE J, PART I, LINE 3	THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A & 15B FOR THE PROCESS THAT IS COMPLETED BY THE ST. JOSEPH HEALTH SYSTEM.
DESCRIPTION OF SUPPLEMENTAL NONQUALIFIED PLAN	FORM 990, SCHEDULE J, PART I, LINE 4B	EXECUTIVES COULD PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE 457(F). THE PLAN WAS FROZEN EFFECTIVE DECEMBER 31, 2007 AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED TO THE PLAN. THIS PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. PAYOUTS FOR 2011 PARTICIPANTS: KENNETH MCFARLAND $24,452
DESCRIPTION OF NON-FIXED PAYMENTS	FORM 990, SCHEDULE J, PART I, LINE 7	A PORTION OF EXECUTIVES SALARIES ARE PLACED "AT-RISK" AND ARE NOT AWARDED UNLESS SPECIFIC STRATEGIC OBJECTIVE TARGETS ARE MET OR EXCEEDED. THE AT-RISK EXECUTIVE PLAN IS DESIGNED TO MOTIVATE AND REWARD EXECUTIVES FOR TEAM PERFORMANCE THAT SUPPORTS THE STRATEGIC GOALS AND SUCCESSFUL PERFORMANCE OF ST. JOSEPH HEALTH SYSTEM. AT-RISK PAY IS AWARDED TO ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER BASED ON ACHIEVING OR SURPASSING SPECIFIC GOALS THAT ARE PREDETERMINED BY THE BOARD OF TRUSTEES PRIOR TO THE BEGINNING OF THE FISCAL YEAR. THE GOALS INCLUDE OUR STRATEGIC OBJECTIVES OF PERFECT CARE, SACRED ENCOUNTERS, AND HEALTHIEST COMMUNITIES AS WELL AS FISCAL STEWARDSHIP. EACH OF THESE FACTORS IS TAKEN INTO CONSIDERATION WHEN DETERMINING THE PERCENTAGE OF AT-RISK PAY.

Schedule J (Form 990) 2011

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

2011

Open to Public Inspection

Name of the organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

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






Total ............... $

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) 2011

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) ST JUDE HERITAGE MEDICAL GROUP	SEE PART V	56,250,236	PROF FEES PAID TO SJHMG		No
(2) YORBA PARK MEDICAL GROUP II INC	SEE PART V	16,851,086	PROF FEES PAID TO YORBA PARK		No
(3) EMERGENCY MEDICAL SVC OF ORANGE COU	SEE PART V	2,149,482	PROF FEES PAID TO EMSOC		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, LINE 1	DR. JAMES BENOIT AND DR. ANNE FORD, TWO BOARD TRUSTEES OF ST. JOSEPH HERITAGE HEALTHCARE ARE ALSO OFFICERS OF ST. JUDE MEDICAL GROUP MAKING THE MEDICAL GROUP AN INTERESTED PARTY. FORM 990, SCHEDULE L, PART IV, LINE 2 DR. MICHAEL GILBERT A BOARD TRUSTEE OF ST. JOSEPH HERITAGE HEALTHCARE IS ALSO AN OFFICER OF YORBA PARK MEDICAL GROUP II, INC. MAKING THE MEDICAL GROUP AN INTERESTED PARTY. FORM 990, SCHEDULE L, PART IV, LINE 3 DR. JAMES PIEROG A BOARD TRUSTEE OF ST. JOSEPH HERITAGE HEALTHCARE IS ALSO AN OFFICER OF EMERGENCY MEDICAL SERVICES OF ORANGE COUNTY (EMSOC) MAKING EMSOC AN INTERESTED PARTY.

Schedule L (Form 990 or 990-EZ) 2011

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

2011

Open to Public
Inspection

Name of the organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

Identifier	Return Reference	Explanation
ORGANIZATION'S MISSION	FORM 990, PART I, LINE 1 & PART III, LINE 1	AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), ST. JOSEPH HERITAGE HEALTHCARE IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE.
PROGRAM SERVICE ACCOMPLISHMENTS	FORM 990, PART III, LINE 4	ST. JOSEPH HERITAGE HEALTHCARE HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE LOCAL COMMUNITY FOR OVER 18 YEARS. ST. JOSEPH HERITAGE HEALTHCARE IS A PHYSICIAN PRACTICE THAT PROVIDES QUALITY CARE PROFESSIONAL MEDICAL SERVICES AT LOCAL OFFICES AND FACILITIES IN THE COMMUNITIES OF ORANGE COUNTY, LOS ANGELES, KERN, SONOMA, HUMBOLT AND NAPA. ST. JOSEPH HERITAGE HEALTHCARE EMPLOYS OVER 2,000 STAFF COMMITTED TO REALIZING ITS MISSION. AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, ST JOSEPH HERITAGE HEALTHCARE IS COMMITTED TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORS" AND MINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBILITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH SYSTEM MINISTRY. THREE MISSION OUTCOMES STRATEGICALLY GUIDE OUR MINISTRY WORK ST. JOSEPH HERITAGE HEALTHCARE IS COMMITTED TO THREE SYSTEM WIDE MISSION OUTCOMES: 1) SACRED ENCOUNTERS, 2) PERFECT CARE, AND 3) HEALTHIEST COMMUNITIES. EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. ST. JOSEPH HERITAGE HEALTHCARE EMPLOYEES ARE ALL INVITED TO PARTICIPATE IN ONGOING FORMATION PROGRAMS. THIS YEAR MARKED THE 100TH JUBILEE OF THE SISTERS OF ST JOSEPH OF ORANGE AND PROVIDED AN OPPORTUNITY FOR US TO CREATE AND IMPLEMENT A NEW FORMATION PROGRAM FOR EMPLOYEES AND MANAGERS IN ADDITION TO ONGOING PROGRAMS SUCH AS SHARING THE MISSION AND MISSION AT WORK. THESE TRAININGS ARE USED TO ENHANCE THEIR UNDERSTANDING OF OUR MISSION, VISION AND VALUES AND INTEGRATE THIS KNOWLEDGE TO ENHANCE THEIR INTERACTIONS WITH PATIENTS, STAFF AND OTHERS. ADDITIONALLY, THIS YEAR, SJHH IMPLEMENTED A NEW TOOL CALLED SPOTLIGHTING TO ENHANCE THE PATIENT EXPERIENCE AND CREATE OPPORTUNITIES FOR SACRED MOMENTS WITH PATIENTS. ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. SJHH CONTINUES TO RECOGNIZE SMOKING AS THE SINGLE MOST PREVENTABLE CAUSE OF DEATH AND DISEASE AND RECOGNIZES THE MAJOR HEALTH CONCERN THAT SMOKING CREATES. ST. JOSEPH HERITAGE HEALTHCARE'S PERFECT CARE INITIATIVE ASKS EACH PATIENT AT TIME OF VISIT WHAT THEIR SMOKING STATUS IS INCLUDING SECOND HAND SMOKE EXPOSURE. IF A PATIENT IS A SMOKER, THE PROVIDER HAS A CONVERSATION WITH THE PATIENT REGARDING THE IMPORTANCE OF NOT SMOKING. THE PATIENT IS ENCOURAGED TO SET A QUIT DATE AND OFFERED RESOURCES TO ASSIST THEM EITHER BY A ST. JUDE HERITAGE EDUCATION PROGRAM FOCUSED ON ONE-ON-ONE COUNSELING TO QUIT SMOKING OR OUTSIDE RESOURCES. EACH PEDIATRIC AND PRIMARY CARE MEDICAL OFFICE KEEPS A TRACKING LOG AND DOES PHONE FOLLOW UP TO ASSIST THOSE WHO SET A QUIT DATE. IN ADDITION, SUPPORT GROUPS ARE OFFERED FOR THE CHRONICALLY ILL, WOMEN EXPERIENCING DEPRESSION, LIFE SKILLS PROGRAMS FOR YOUTH, ADULTS, SENIORS AND AT RISK. ALSO THERE ARE ADVANCED DIRECTIVE WORKSHOPS THAT HELP BRING WHOLENESS INTO THE COMMUNITY. THROUGH GRANT FUNDING AND IN COLLABORATION WITH LOCAL POLICE DEPARTMENTS, HELMETS ARE PROVIDED TO CHILDREN, YOUTH AND ADULTS FOR RECREATIONAL ACTIVITIES. IMPROVING PERFORMANCE INITIATIVES ARE OCCURRING THROUGHOUT THE ORGANIZATION, AND ARE FOCUSED ON DELIVERING CARE THAT IS SAFE, TIMELY, EVIDENCE BASED, EFFICIENT, EQUITABLE, PATIENT-FAMILY-CENTERED AND SPIRITUAL. THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY. PROGRAM SERVICE ACCOMPLISHMENTS AS A VALUES BASED ORGANIZATION ST JOSEPH HERITAGE HEALTHCARE HAS A LONG-STANDING COMMITMENT TO THE COMMUNITY. THE FOLLOWING EFFORTS REFLECT THIS COMMITMENT.
PROGRAM SERVICE ACCOMPLISHMENTS CONTINUED		CONNECTING WITH COMMUNITY: WE SEEK TO IMPROVE THE QUALITY OF LIFE OF INDIVIDUALS IN COMMUNITIES WE SERVE. THIS IS ACCOMPLISHED THROUGH THE CREATION OF PROCESSES THAT BRING PEOPLE TOGETHER TO ATTEND TO THE NEEDS OF THE VULNERABLE AND DISADVANTAGED AND THE BROADER COMMUNITY. KEY COMMUNITY PARTNERS: FULLERTON INTERFAITH EMERGENCY SHELTER, SECOND HARVEST FOOD BANK, LAURA'S HOUSE, ORANGE COUNTY COUNCIL ON AGING OC. FY12 ACCOMPLISHMENTS: CONSISTENT WITH THE SJHS HISTORY OF COMMUNITY OUTREACH, ST. JOSEPH HERITAGE HEALTHCARE RESPONDED TO THE NEEDS OF THE COMMUNITY BY COORDINATING AND ORGANIZING A VARIETY OF LOCAL OUTREACH PROGRAMS. EXAMPLES OF EFFORTS INCLUDE: FOOD COLLECTIONS- PROVIDING DONATIONS TO FULLERTON INTERFAITH EMERGENCY SHELTER AND SECOND HARVEST FOOD BANK; STAFF TIME TO COORDINATE HOLIDAY GIFT GIVING TO SUPPORT THE FOLLOWING NON-PROFITS: LAURA'S HOUSE FOR ADULTS (FOCUSING ON PREVENTION OF DOMESTIC ABUSE). IN ADDITION, GLOBAL OUTREACH TRANSPORTED 3 STAFF MEMBERS, 1 PRIMARY CARE PHYSICIAN AND 1 PSYCHIATRIST TO GUATEMALA IN COLLABORATION WITH CONCERN AMERICA'S HEALTH PROJECT PROVIDING SUPPORT TO HEALTH PROMOTERS THROUGH EDUCATION ON MENTAL HEALTH AND PRIMARY CARE PRACTICE STANDARDS ALONG WITH CONSULTATION ABOUT DIFFICULT MEDICAL CASES. CONCERN AMERICA STAFF AND VOLUNTEERS WERE EDUCATED ABOUT ELECTRONIC COMMUNICATION SYSTEMS TO IMPROVE CONNECTIVITY FOR ONGOING CONSULTATION BETWEEN HEALTH PROFESSIONALS/HEALTH PROMOTER AND THEIR COUNTER PARTS WITHIN THE ST. JOSEPH HEALTH NETWORK OF PHYSICIANS. A TOTAL OF 2,426 ENCOUNTERS WERE COMPLETED IN FY12. TOTAL EXPENSES: $93,273. REVENUE: $0 GRANTS: $0 COMMUNITY HEALTH IMPROVEMENT SERVICES: IN FY12 HERITAGE HEALTH CARE OFFERED SUPPORT GROUPS TO INCREASE EMOTIONAL SUPPORT, ONGOING EDUCATION, AND PROVIDE AWARENESS OF RESOURCES FOR PATIENTS AND THEIR FAMILIES LIVING IN AT RISK SITUATIONS OR LIVING WITH CHRONIC CONDITIONS SUCH AS DEPRESSION, DIABETES, CARDIAC OR RESPIRATORY CONDITIONS OR ANY OTHER CONDITION THAT MAY PLACE A PERSON AT RISK. IN PARTNERSHIP WITH BETHANY IN TRANSITION, A LOCAL NON-PROFIT SERVING WOMEN IN TRANSITION, A TOTAL OF 18 WOMEN WHO ARE ENROLLED IN A HOMELESS TRANSITION PROGRAM WERE SERVED. A TOTAL OF 9 DIABETES CLASSES AND SUPPORT GROUPS COMPLETED 917 ENCOUNTERS IN FY12. IN ADDITION, AT ST. JOSEPH HERITAGE HEALTHCARE, THE CENTER HEALTH PROMOTION GOES ABOVE STANDARD CARE AND MAKES AVAILABLE A SOCIAL WORKER TO PROVIDE ONE-ON-ONE PSYCHO-SOCIAL INTERACTION AT NO CHARGE TO ADULTS AND CHILDREN IN THE LOCAL COMMUNITY. IN ADDITION, THE CENTER'S HEALTH EDUCATOR'S REACH OUT TO PERSONS LIVING WITH CHRONIC CONDITIONS, TO HELP THEM BETTER MANAGE THEIR CHRONIC DISEASE. THESE SERVICES PROMOTE BALANCED DECISION MAKING AND PROVIDES GUIDANCE FOR IMPROVED INTERPERSONAL RELATIONSHIP SKILLS. TOTAL EXPENSES: $48,145 REVENUE: $0 GRANTS: $0 ST. JOSEPH HERITAGE HEALTHCARE ACCESS TO CARE PROGRAM: THE ST. JOSEPH HERITAGE HEALTHCARE ACCESS TO CARE PROGRAM HAS BEEN DESIGNED TO PROVIDE MEDICAL CARE TO INDIVIDUALS WHO DO NOT QUALIFY FOR MEANS-TESTED FEDERAL, STATE, OR COUNTY HEALTH CARE PROGRAMS. THE PROGRAM PROVIDES NECESSARY PRIMARY, PREVENTATIVE, AND SPECIALIST CARE TO ELIGIBLE INDIVIDUALS THROUGH A PARTNERSHIP BETWEEN ST. JOSEPH HERITAGE HEALTHCARE AND ST. JUDE COMMUNITY CLINICS (MOBILE FAMILY HEALTH CENTER, DENTAL CLINIC CENTER, ST. JUDE NEIGHBORHOOD HEALTH CENTER). ST. JOSEPH HERITAGE HEALTHCARE STAFF ARE VITAL TO SUPPORTING ST. JUDE COMMUNITY CLINIC OPERATIONS INCLUDING: PRACTICE MANAGEMENT INFORMATION TECHNOLOGY (IT) SYSTEMS SUPPORT, ELECTRONIC HEALTH RECORD LICENSES, TECHNICAL SUPPORT AND TRAINING. THEY ALSO PROVIDE CONSULTATION ON AMBULATORY CARE AND STAFF THE DENTAL CLINIC. TOTAL EXPENSES: $46,239 REVENUE: $0 GRANTS: $0 IN FY 12 ST JOSEPH HERITAGE HEALTHCARE CONTRIBUTED $5,110,715 IN COMMUNITY BENEFIT: TRADITIONAL CHARITY CARE $ 508,746 UNREIMBURSED MEDICAID $4,478,165 COMMUNITY SERVICES FOR THE LOW-INCOME $ 50,752 COMMUNITY SERVICES FOR THE BROADER COMMUNITY $ 73,052 TOTAL COMMUNITY BENEFIT $5,110,715 IN ALIGNMENT WITH CATHOLIC HEALTH ASSOCIATION COMMUNITY BENEFIT REPORTING GUIDELINES UNPAID COST FOR MEDICARE PATIENTS $6,995,565 FOR MORE INFORMATION ABOUT ST. JOSEPH HERITAGE HEALTH CARE PLEASE VISIT WWW.STJMG.ORG. OR WWW.SJHMG.COM FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH, PLEASE VISIT WWW.STJOE.ORG.
FAMILY/BUSINESS RELATIONSHIPS WITH OFC, DIRECTOR, TRUSTEE OR KEY EMPLOYEE	FORM 990, PART VI, LINE 2	DR. JAMES BENOIT AND DR. ANNE FORD ARE BOARD OF TRUSTEES OF ST. JOSEPH HERITAGE HEALTHCARE AND HAVE A BUSINESS RELATIONSHIP.
DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS	FORM 990, PART VI, LINE 6	ST. JOSEPH HOSPITAL OF ORANGE, ST. JUDE MEDICAL CENTER, AND MISSION HOSPITAL REGIONAL MEDICAL CENTER ARE THE CORPORATE MEMBERS OF ST. JOSEPH HERITAGE HEALTHCARE. THE SOLE MEMBER OF THE CORPORATE MEMBERS IS ST. JOSEPH HEALTH.
DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS	FORM 990, PART VI, LINE 7A	ST. JOSEPH HERITAGE HEALTHCARE HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE ST. JOSEPH HERITAGE HEALTHCARE BOARD. ALL NOMINEES SHALL BE APPOINTED TO THE CORPORATION'S BOARD OF DIRECTORS BY THE CORPORATE MEMBERS, SUBJECT TO THE APPROVAL OF ST. JOSEPH HEALTH AND, IN THE CASE OF THE NOMINEES WHO ARE MEMBERS OF THE SISTERS OF ST. JOSEPH OF ORANGE ARE SUBJECT TO THE APPROVAL OF THE CORPORATE MEMBERS OF ST. JOSEPH HERITAGE HEALTHCARE.
DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS	FORM 990, PART VI, LINE 7B	THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE CORPORATE MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS. THE CORPORATE MEMBER FOR ST. JOSEPH HERITAGE HEALTHCARE, ARE ST. JUDE HOSPITAL, DBA ST. JUDE MEDICAL CENTER, ST. JOSEPH HOSPITAL OF ORANGE, AND MISSION HOSPITAL REGIONAL MEDICAL CENTER. LISTED BELOW ARE THE RESERVED POWERS OF CORPORATE MEMBERS AND TO WHICH CORPORATE MEMBERS SUCH POWER IS RESERVED: 1. TO APPROVE THE PHILOSOPHY, MISSION, VALUES, OBJECTIVES AND PURPOSES OF THE CORPORATION. ST. JUDE MEDICAL CENTER ST. JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL REGIONAL MEDICAL CENTER ST. JOSEPH HEALTH SYSTEM 2. TO APPROVE THE CORPORATION'S ARTICLES OF INCORPORATION AND BYLAWS, AS WELL AS TO APPROVE THEIR AMENDMENT OR REVISION. ST. JUDE MEDICAL CENTER ST. JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL REGIONAL MEDICAL CENTER ST. JOSEPH HEALTH SYSTEM 3. TO APPROVE ANY MERGER, CONSOLIDATION, AFFILIATION, OR DISSOLUTION OF THE CORPORATION. ST. JUDE MEDICAL CENTER ST. JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL REGIONAL MEDICAL CENTER ST. JOSEPH HEALTH SYSTEM 4. TO APPROVE THE SALE, LEASE, DISPOSITION OR HYPOTHECATION OF REAL PROPERTY OWNED BY THE CORPORATION AND USED IN THE OPERATION OF THE NORTH ORANGE COUNTY DIVISION. ST. JUDE MEDICAL CENTER ST. JOSEPH HEALTH SYSTEM 5. TO APPROVE THE SALE, LEASE, DISPOSITION OF HYPOTECATION OF REAL PROPERTY OWNED BY THE CORPORATION AND USED IN THE OPERATION OF THE CENTRAL ORANGE COUNTY DIVISION. ST. JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL REGIONAL MEDICAL CENTER ST. JOSEPH HEALTH SYSTEM 6. TO APPROVE THE APPOINTMENT, IN ACCORDANCE WITH SECTIONS 6.3 (B) AND (C), OF THE DIRECTORS NOMINATED TO THE CORPORATION'S BOARD BY EITHER SJUHMG, OR SJMC; AND/OR TO APPROVE THEIR REMOVAL IN ACCORDANCE WITH SECTION 6.7. ST. JUDE MEDICAL CENTER ST. JOSEPH HEALTH SYSTEM 7. TO APPROVE THE APPOINTMENT, IN ACCORDANCE WITH SECTIONS 6.3 (B) AND (C), OF THE DIRECTORS NOMINATED TO THE CORPORATION'S BOARD BY EITHER SJOHMG, SJOHAP, SJO OR MH; AND/OR TO APPROVE THEIR REMOVAL IN ACCORDANCE WITH SECTION 6.7. ST. JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL REGIONAL MEDICAL CENTER ST. JOSEPH HEALTH SYSTEM 8. TO APPROVE THE APPOINTMENT, IN ACCORDANCE WITH SECTION 6.3 (D), OF THE COMMUNITY DIRECTOR NOMINATED TO THE CORPORATION'S BOARD; AND/OR TO APPROVE HIS/HER REMOVAL IN ACCORDANCE WITH SECTION 6.7. ST. JUDE MEDICAL CENTER ST. JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL REGIONAL MEDICAL CENTER ST. JOSEPH HEALTH SYSTEM 9.TO UNILATERALLY TERMINATE THE PSA BETWEEN THE CORPORATION AND SJHUMG ON BEHALF OF THE CORPORATION. ST. JUDE MEDICAL CENTER 10. TO APPROVE THE SELECTION OF THE CHIEF ADMINISTRATIVE OFFICER OF THE NOCD DIVISION. ST. JUDE MEDICAL CENTER 11. TO APPROVE THE SELECTION OF THE CHIEF ADMINISTRATIVE OFFICER OF THE COCD DIVISION. ST. JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL REGIONAL MEDICAL CENTER 12. TO APPROVE THE SELECTION OF THE CHIEF ADMINISTRATIVE OFFICER OF THE MSO. ST. JUDE MEDICAL CENTER ST. JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL REGIONAL MEDICAL CENTER
PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990	FORM 990, PART VI, LINE 11B	THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 WAS THEN REVIEWED BY AN OFFICER(S) OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE MARCH 2013 MEETING. DURING THE BOARD MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990.
DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST	FORM 990, PART VI, LINE 12A	OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANYTIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION OR ARRANGEMENT THAT IS SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE COMPLIANCE COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS WILL REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS THE EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJH CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJH CHIEF COMPLIANCE OFFICER IN CONSULTATION WITH SJH GENERAL COUNSEL WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. THE BOARD OF TRUSTEES HAS BEEN PRESENTED WITH THE CONFLICT OF INTEREST POLICY ON JANUARY 16, 2013 FOR APPROVAL AND ADOPTION.
WHISTLEBLOWER POLICY	FORM 990, PART VI, LINE 13	WHISTLEBLOWER POLICY IS NOTED IN THE EMPLOYEE HANDBOOK AND GIVEN IN NEW EMPLOYEE ORIENTATION AND REVIEWED ANNUALLY INCLUDED IN COMPLIANCE TRAINING. A PERSON WHO POSSESSES AND WHO COMES FORWARD WITH INFORMATION REGARDING FALSE CLAIMS IS AUTHORIZED TO FILE A CASE IN FEDERAL COURT AND SUE, ON BEHALF OF THE GOVERNMENT, THOSE ENTITIES THAT ENGAGED IN THE FRAUD. IN ADDITION THE FALSE CLAIM ACT PROVIDES PROTECTION AND RELIEF FROM RETALIATION FOR THEIR LAWFUL EFFORTS TO STOP VIOLATIONS OF THE FALSE CLAIMS ACTS.
DOCUMENT RETENTION & DESTRUCTION POLICY	FORM 990, PART VI, LINE 14	COMPLETE AND ACCURATE RECORDS WILL BE RETAINED IN ACCORDANCE WITH ALL RELEVANT LAWS INCLUDING BUT NOT LIMITED TO SARBANES-OXLEY ACT AS APPLICABLE, AND IN A MANNER THAT IS EFFECTIVE AND COST EFFICIENT. RECORDS WILL BE MAINTAINED, USED, PRESERVED AND DESTROYED IN ACCORDANCE TO CURRENT CHA RECORD AND RETENTION MANUAL IN THIS POLICY AND PROCEDURE.
PROCESS FOR DETERMINING COMPENSATION	FORM 990, PART VI, LINE 15A & 15B	THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2012.
AVAIL OF GOV DOCS, CONFLICT OF INTEREST, & FIN STMTS TO GEN PUBLIC	FORM 990, PART VI, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE.
HOURS DEVOTED TO RELATED ORGANIZATIONS	FORM 990, PART VII	CERTAIN EXECUTIVES AND BOARD MEMBERS OF THIS ORGANIZATION ALSO DEVOTED TIME TO OTHER ENTITIES RELATED TO THE FILING ORGANIZATION. THE HOURS DEVOTED TO THE RELATED ORGANIZATIONS ARE NOT GENERALLY TRACKED BY ENTITY.
OTHER CHANGES IN NET ASSETS	FORM 990, PART XI, LINE 5	TRANSFER EQUITY CONTRIBUTIONS $ 32,646,811 UNREALIZED LOSS ON SHORT TERM INVESTMENTS $( 2,032) ROUNDING $ 13 ============= TOTAL $ 32,644,792
AUDITED FINANCIAL STATEMENTS	FORM 990, PART XII, LINE 2C	THE ST. JOSEPH HEALTH SYSTEM BOARD APPROVES THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT.

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2011

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

2011

Open to Public Inspection

Name of the organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

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

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) COVENANT HEALTH PARTNERS 3615 19TH STREET LUBBOCK,TX79410 61-1573313	HEALTHCARE	TX	501(C)(3)	11, I	CHS	Yes
(2) COVENANT HEALTH SYSTEM 3615 19TH STREET LUBBOCK,TX79410 75-2765566	HEALTHCARE	TX	501(C)(3)	3	SJHS	Yes
(3) COVENANT HEALTH SYSTEM FOUNDATION 4000 24TH STREET LUBBOCK,TX79410 75-2897026	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes
(4) COVENANT MEDICAL GROUP 3420 22ND PLACE LUBBOCK,TX79410 75-2743883	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(5) HOME CARE PARTNERS 1165 MONTGOMERY DR SANTA ROSA,CA95405 68-0318656	INACTIVE	CA	501(C)(3)	3	SRMH	Yes
(6) HOSPICE OF LUBBOCK 1102 SLIDE ROAD LUBBOCK,TX79414 75-2133781	HEALTHCARE	TX	501(C)(3)	9	CHS	Yes
(7) LUBBOCK METHODIST HOSPITAL FOUNDATION 3615 19TH STREET LUBBOCK,TX79410 75-2220963	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes
(8) METHODIST CHILDREN'S HOSPITAL 3610 21ST STREET LUBBOCK,TX79410 75-2428911	HEALTHCARE	TX	501(C)(3)	3	SJHS	Yes
(9) METHODIST HOSPITAL LEVELLAND 1900 COLLEGE AVENUE LEVELLAND,TX79336 75-2246348	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(10) METHODIST HOSPITAL PLAINVIEW 2601 DIMMITT ROAD PLAINVIEW,TX79072 75-2426010	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(11) MISSION HOSPITAL REG MED CTR FDN 27700 MEDICAL CENTER ROAD MISSION VIEJO,CA92691 33-0406118	HEALTHCARE	CA	501(C)(3)	7	MHRMC	Yes
(12) MISSION HOSPITAL REGIONAL MEDICAL CENTER 27700 MEDICAL CENTER ROAD MISSION VIEJO,CA92691 95-1643360	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(13) QUEEN OF THE VALLEY MEDICAL CENTER 1000 TRANCAS STREET NAPA,CA94558 94-1243669	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(14) REDWOOD MEMORIAL FOUNDATION 3300 RENNER DRIVE FORTUNA,CA95540 94-2779313	FOUNDATION	CA	501(C)(3)	7	RMH	Yes
(15) REDWOOD MEMORIAL HOSPITAL 3300 RENNER DRIVE FORTUNA,CA95540 94-1384665	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(16) SANTA ROSA MEMORIAL HOSPITAL 1165 MONTGOMERY DRIVE SANTA ROSA,CA95405 94-1231005	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(17) SISTERS OF ST JOSEPH OF ORANGE 480 S BATAVIA ORANGE,CA92868 95-1643383	RELIGIOUS ORG	CA	501(C)(3)	1	NA		No
(18) SRM ALLIANCE HOSPITAL SERVICES 400 NORTH MCDOWELL BLVD PETALUMA,CA94954 68-0395200	HEALTHCARE	CA	501(C)(3)	3	SRMH	Yes
(19) ST JOSEPH HEALTH FDN OF N CALIFORNIA PO BOX 552 SANTA ROSA,CA95405 68-0338070	INACTIVE	CA	501(C)(3)	11, I	SRMH	Yes
(20) ST JOSEPH HEALTH MINISTRY 3345 MICHELSON DR STE 100 IRVINE,CA92612 27-1666576	RELIGIOUS ORG	CA	501(C)(3)	1	SSJO		No
(21) ST JOSEPH HEALTH SYSTEM 3345 MICHELSON DR STE 100 IRVINE,CA92612 95-3589356	HEALTHCARE	CA	501(C)(3)	11, I	SJHM		No
(22) ST JOSEPH HEALTH SYSTEM FOUNDATION 3345 MICHELSON DR STE 100 IRVINE,CA92612 33-0143024	HEALTHCARE	CA	501(C)(3)	7	SJHS	Yes
(23) ST JOSEPH HOME CARE NETWORK 170 PROFESSIONAL CENTER DR B ROHNERT PARK,CA94928 68-0331084	HEALTHCARE	CA	501(C)(3)	9	SJHS	Yes
(24) ST JOSEPH HOSPITAL OF EUREKA 2700 DOLBEER STREET EUREKA,CA95501 94-1156596	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(25) ST JOSEPH HOSPITAL OF ORANGE 1100 WEST STEWART DRIVE ORANGE,CA92868 95-1643359	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(26) ST JUDE HOSPITAL INC 101 EAST VALENCIA MESA DRIVE FULLERTON,CA92635 95-1643325	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(27) ST JUDE MEMORIAL FOUNDATION 1440 N HARBOR BLVD 200 FULLERTON,CA92835 95-3607229	HEALTHCARE	CA	501(C)(3)	11, I	SJMC	Yes
(28) ST MARY MEDICAL CENTER 18300 HIGHWAY 18 APPLE VALLEY,CA92307 95-1914489	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(29) ST MARY OF THE PLAINS HOSPITAL FDN 4000 24TH STREET LUBBOCK,TX79410 75-1653181	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes
(30) TALLER SAN JOSE 801 NORTH BROADWAY SANTA ANA,CA92701 59-3816355	WORKFORCE DEV	CA	501(C)(3)	2	SSJO	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) 2011

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) ST JOSEPH HLTH SYS HOME HLTH	HOME HEALTH	CA	NA	N/A	0	0		No	0		No	0 %
(2) ST JOSEPH HLTH SYS HOME CARE	HOME HEALTH	CA	NA	N/A	0	0		No	0		No	0 %
(3) METHODIST DIAGNOSTIC IMAGING	HEALTHCARE SVCS	TX	NA	N/A	0	0		No	0		No	0 %
(4) SHA LLC	HEALTHCARE SVCS	TX	NA	N/A	0	0		No	0		No	0 %
(5) LUBBOCK SURGERY CENTER LTD	HEALTHCARE SVCS	TX	NA	N/A	0	0		No	0		No	0 %
(6) COVENANT LONG-TERM CARE LP	HEALTHCARE SVCS	TX	NA	N/A	0	0		No	0		No	0 %
(7) HERITAGE INVESTMENT GROUP	INVESTMENT	CA	NA	N/A	0	0		No	0		No	0 %
(8) MISSION AMBULATORY SURGICENTER	HEALTHCARE SVCS	CA	NA	N/A	0	0		No	0		No	0 %
(9) COMPREHENSIVE IMAGING PARTNERS	HEALTHCARE SVCS	CA	NA	N/A	0	0		No	0		No	0 %
(10) ST JOSEPH PHYSICIAN VENTURES	REAL ESTATE	CA	NA	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)	(h) Percentage ownership
(1) ST JOSEPH PROF SVCS ENTERPRISES INC 3345 MICHELSON DR STE 100 IRVINE,CA92612 33-0155323	HEALTHCARE SVCS	CA	NA	C-CORP	0 %
(2) AMERICAN UNITY GROUP LTD 58 PAR-LA-VILLE ROAD HAMILTON,HX BD	CAPTIVE INSURANCE	BD	NA	C-CORP	0 %
(3) ALLIANCE PHYSICIAN SERVICES	INACTIVE	CA	NA	C-CORP	0 %
(4) MISSION VIEJO MEDICAL VENTURES 27800 MEDICAL CENTER RD 354 MISSION VIEJO,CA92691 33-0212905	HEALTHCARE SVCS	CA	NA	C CORP	0 %
(5) MISSION MEDICAL CENTER ASSOCIATION 27800 MEDICAL CENTER RD 354 MISSION VIEJO,CA92691 33-0201044	HEALTHCARE SVCS	CA	NA	C CORP	0 %
(6) ST JOSEPH YORBA PARK	INACTIVE	CA	SJHHF	C CORP	100.000 %
(7) LUBBOCK METHODIST HOSPITAL SERVICES PO BOX 1201 LUBBOCK,TX79410 75-2118585	HEALTHCARE SVCS	TX	NA	C CORP	0 %
(8) LUBBOCK METHODIST HOSPITAL PRACTICE MGMT 2107 OXFORD STREET SUITE 300 LUBBOCK,TX79410 75-2578995	INACTIVE	TX	NA	C CORP	0 %

Schedule R (Form 990) 2011

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

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

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

Yes

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

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

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

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

h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

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

Yes

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

Yes

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

Yes

m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .

n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

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

Yes

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

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of other organization	(b) Transaction type(a-r)	(c) Amount involved	(d) Method of determining amount involved
(1) ST JOSEPH HOSPITAL OF ORANGE	C	12,230,395	CASH
(2) ST JUDE MEDICAL CENTER	C	10,208,332	CASH
(3) MISSION HOSPITAL REGIONAL MEDICAL CENTER	C	3,708,085	CASH
(4) ST JOSEPH HOSPITAL EUREKA	C	3,225,000	CASH
(5) REDWOOD MEMORIAL HOSPITAL	C	1,075,000	CASH
(6) ST MARY MEDICAL CENTER	C	2,200,000	CASH
(7) QUEEN OF THE VALLEY MEDICAL CENTER	I	218,714	ACCRUAL
(8) ST JOSEPH HEALTH SYSTEM	J	835,848	ACCRUAL
(9) ST JOSEPH HOSPITAL OF ORANGE	J	220,190	ACCRUAL
(10) MISSION HOSPITAL REGIONAL MEDICAL CENTER	J	377,693	ACCRUAL
(11) ST JUDE MEDICAL CENTER	J	4,072,818	ACCRUAL
(12) SANTA ROSA MEMORIAL HOSPITAL	J	524,622	ACCRUAL
(13) ST JOSEPH HOSPITAL OF ORANGE	K	448,079	ACCRUAL
(14) ST JOSEPH HOSPITAL OF ORANGE	L	3,641,224	ACCRUAL
(15) ST JUDE MEDICAL CENTER	L	3,107,908	ACCRUAL
(16) MISSION HOSPITAL REGIONAL MEDICAL CENTER	L	1,302,917	ACCRUAL
(17) ST JOSEPH HEALTH SYSTEM HHA	L	2,229,647	ACCRUAL
(18) ST JOSEPH HOSPITAL OF ORANGE	N	136,701	ACCRUAL
(19) QUEEN OF THE VALLEY MEDICAL CENTER	N	1,916,065	ACCRUAL
(20) ST JOSEPH HEALTH SYSTEM	O	5,027,385	ACCRUAL
(21) ST JOSEPH HOSPITAL OF ORANGE	O	509,118	ACCRUAL
(22) ST JUDE MEDICAL CENTER	O	4,071,756	ACCRUAL
(23) SANTA ROSA MEMORIAL HOSPITAL	O	137,778	ACCRUAL
(24) REDWOOD MEMORIAL HOSPITAL	O	486,943	ACCRUAL
(25) ST JOSEPH HOSPITAL OF EUREKA	O	3,457,215	ACCRUAL
(26) QUEEN OF THE VALLEY MEDICAL CENTER	O	82,905	ACCRUAL
(27) ST JUDE MEDICAL CENTER	P	326,558	ACCRUAL
(28) AMERICAN UNITY	Q	462,838	ACCRUAL
(29) ST JOSEPH HOSPITAL OF ORANGE	Q	2,119,367	ACCRUAL
(30) SANTA ROSA MEMORIAL HOSPITAL	R	4,732,400	CASH
(31) QUEEN OF THE VALLEY MEDICAL CENTER	R	1,410,690	CASH

Schedule R (Form 990) 2011

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)	(e) Are all partners section 501(c)(3) organizations?		(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(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

Schedule R (Form 990) 2011

Page 5

Part VII

Supplemental Information

Complete this part to provide additional information for responses to questions on Schedule R (see instructions).

Identifier	Return Reference	Explanation
IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP	SCHEDULE R, PART III	ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 200 ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 100 ORANGE, CA 92868-2012 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET LUBBOCK, TX 79410 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183 AUSTIN, TX 78750 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 3345 MICHELSON DRIVE, STE. 100 IRVINE, CA 92612 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE. 362 MISSION VIEJO, CA 92691 COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY, LLC EIN: 26-4591502 ADDRESS: ONE CITY BOULEVARD WEST, SUITE 1100 ORANGE, CA 92868 ST. JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE ORANGE, CA 92868

Additional Data

Software ID:
Software Version:

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