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

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 09-01-2010 and ending 08-31-2011
BCheck if applicable:
CName of organization
STANFORD HEALTH SERVICES
 
Doing Business As
STANFORD HOSPITAL AND CLINICS
 
Number and street (or P.O. box if mail is not delivered to street address)
300 Pasteur Drive MC 5555
 
Room/suite
City or town, state or country, and ZIP + 4
Stanford, CA94305
D Employer identification number

94-6174066
E Telephone number

G Gross receipts $ 2,510,897,420
F Name and address of principal officer:
DANIEL J MORISSETTE CFO
300 PASTEUR DRIVE MC 5516
STANFORD,CA94305
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
http://www.stanfordhospital.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1957
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 24
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 15
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 11,418
6 Total number of volunteers (estimate if necessary) .... 6 1,132
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 3,303,484
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -1,394,577
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 39,927,716 137,848,570
9 Program service revenue (Part VIII, line 2g) ......... 2,027,623,922 2,248,410,144
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 74,264,128 124,638,706
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)................... 2,141,815,766 2,510,897,420
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 271,742 150,000
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) 818,222,897 860,643,738
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,699,020    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 1,137,155,464 1,234,492,755
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,955,650,103 2,095,286,493
19 Revenue less expenses. Subtract line 18 from line 12...... 186,165,663 415,610,927
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 2,302,517,586 2,710,928,362
21 Total liabilities (Part X, line 26)............ 1,417,872,044 1,410,093,186
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 884,645,542 1,300,835,176
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signature
Big Right Arrow
Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4
Big Right Arrow




EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: SEE SCHEDULE O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,937,246,884 including grants of $ 150,000 ) (Revenue $ 2,248,410,144 )
SEE SCHEDULE O.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 1,937,246,884
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II
Click to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I
Click to see attachment
.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV
Click to see attachment
...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. ..... Click to see list of attachments
20b
Yes
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
........................... Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
724
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
11,418
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletBD
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
24
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
15
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
 
No
14
Does the organization have a written document retention and destruction policy? .........
14
 
No
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
CONTROLLER
1510 PAGE MILL ROAD M/C 5555
PALO ALTO,CA94304
(650) 723-4000
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) MARC ANDREESSEN
DIRECTOR
2.0 X           0 0 0
(2) BRYAN BOHMAN MD
DIRECTOR (RESIGNED 5/1/11)
2.0 X           150,000 0 0
(3) SUSAN L BOSTROM
DIRECTOR
2.0 X           0 0 0
(4) MARIANN BYERWALTER
CHAIR
2.0 X           0 0 0
(5) BRUCE COZADD
DIRECTOR
2.0 X           0 0 0
(6) CHRISTOPHER DAWES
DIRECTOR
2.0 X           1,155,878 0 48,137
(7) JOHN FREIDENRICH
DIRECTOR
2.0 X           0 0 0
(8) STEPHEN T HEARST
DIRECTOR
2.0 X           0 0 0
(9) JOEL HYATT
DIRECTOR
2.0 X           0 0 0
(10) RON JOHNSON
DIRECTOR
2.0 X           0 0 0
(11) CHARLES KOOB
DIRECTOR (EFFECTIVE 1/1/11)
2.0 X           0 0 0
(12) JOHN LEVIN
DIRECTOR
2.0 X           0 0 0
(13) JOHN LILLIE
DIRECTOR
2.0 X           0 0 0
(14) TED LOVE MD
DIRECTOR (EFFECTIVE 1/1/11)
2.0 X           0 0 0
(15) ALBERT MARTIN MD
DIRECTOR (RESIGNED 12/31/10)
2.0 X           0 0 0
(16) JOHN MORGRIDGE
DIRECTOR
2.0 X           0 38,300 0
(17) WOODROW A MYERS MD
DIRECTOR
2.0 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) DENISE OLEARY
DIRECTOR
2.0 X           0 0 0
(19) PHILIP PIZZO MD
DIRECTOR
2.0 X           0 610,317 262,738
(20) CHRISTOPHER REDLICH
DIRECTOR
2.0 X           0 0 0
(21) KATHRYN RENSCHLER MD
DIRECTOR (RESIGNED 12/31/10)
2.0 X           0 0 0
(22) NORMAN RIZK MD
DIRECTOR
2.0 X           0 631,611 30,544
(23) JOHN SCULLY
DIRECTOR (RESIGNED 12/31/10)
2.0 X           0 0 0
(24) PETER STAMOS
DIRECTOR (RESIGNED 12/31/10)
2.0 X           0 0 0
(25) ANN WEINACKER MD
DIRECTOR (EFFECTIVE 5/1/11)
2.0 X           0 330,951 35,851
(26) SCOTT WOOD MD
DIRECTOR (EFFECTIVE 1/1/11)
2.0 X           0 0 0
(27) JON STEVE YOUNG
DIRECTOR
2.0 X           0 0 0
(28) WILLIAM YOUNGER
DIRECTOR
2.0 X           0 0 0
(29) AMIR DAN RUBIN
DIR/CEO (EFFECTIVE 1/3/11)
50.0 X   X       0 0 0
(30) DANIEL GINSBURG
COO
50.0     X       897,357 0 122,413
(31) DANIEL MORISSETTE
CFO
50.0     X       948,018 0 116,564
(32) MICHAEL J PETERSON
VP SPEC PROJ/INTERIM CEO
50.0     X       640,876 0 40,448
(33) CAROLYN BYERLY
VP & CIO
50.0       X     561,381 0 29,834
(34) NANCY LEE
CNO & VP PATIENT CARE SRVCS
50.0       X     536,633 0 42,394
(35) JERROLD MAKI
VP CLINICAL SVS
50.0       X     431,683 0 30,511
(36) MARK TORTORICH
VP DESIGN, PLAN, CONSTRUCTION
25.0       X     426,232 0 67,166
(37) MARTHA MARSH
PRESIDENT&CEO-RESIGNED 8/31/10
50.0         X   1,476,201 0 32,752
(38) KEVIN TABB
CHIEF MEDICAL OFFICER
50.0         X   714,628 0 102,027
(39) SRIDHAR SESHADRI
VP CANCER CTR & PROCESS EXLCE
50.0         X   618,801 0 44,694
(40) JENNIFER VARGAS
VP BUS DEVELOPMENT
50.0         X   645,396 0 98,898
(41) JEFFREY GUARDINO
MANAGING PARTNER OF MHA
50.0         X   574,185 0 13,263
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 9,777,269 1,611,179 1,118,234
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet3,461
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
STANFORD UNIVERSITY
651 SERRA STREET
STANFORD,CA94305
PROF. SERVICES 316,961,327
PEROT SYSTEMS
7489 COLLECTIONS CENTER DRIVE
CHICAGO,IL60693
IT OUTSOURCING 47,639,087
RAFAEL VINOLY ARCHITECTS PC
50 VANDAM STREET
NEW YORK,NY10013
CONSTRUCTION 32,779,722
ACCENTURE LLP
161 N CLARK STREET
CHICAGO,IL60601
IT CONSULTING 29,599,109
BLUE CROSS OF CALIFORNIA
4553 LA TIENDA DRIVE
THOUSAND OAKS,CA91362
MEDICAL 25,974,199
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet226
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
137,848,570
g Noncash contributions included in lines 1a-1f:$ 9,368,563
h Total. Add lines 1a-1f.......MediumBullet 137,848,570
 Program Service Revenue Business Code
2a PATIENT REVENUE 900,099 2,131,290,930 2,131,290,930    
b OUTREACH LAB CLINIC 900,099 10,307,834 10,307,834    
c REIMBURSED/SHARED EXPENSES 900,099 79,012,975 79,012,975    
d HOUSESTAFF 900,099 19,017,109 19,017,109    
e CLINIC REVENUE 900,099 7,762,103 7,762,103    
f All other program service revenue . 1,019,193 -2,628,287 3,303,484 343,996
g Total. Add lines 2a–2f........MediumBullet 2,248,410,144
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 125,367,376     125,367,376
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory   -728,670
b Less: cost or other basis and sales expenses    
c Gain or (loss)   -728,670
d Net gain or (loss)..........MediumBullet -728,670     -728,670
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 0
12 Total revenue. See Instructions....MediumBullet 2,510,897,420 2,244,762,664 3,303,484 124,982,702
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 150,000 150,000
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 7,378,513 3,660,812 3,593,442 124,259
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 0 0 0
7 Other salaries and wages 555,317,609 521,013,524 34,220,277 83,808
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 49,596,523 46,081,348 3,509,071 6,104
9 Other employee benefits ....... 202,332,679 185,361,372 16,958,217 13,090
10 Payroll taxes ........... 46,018,414 43,034,426 2,976,137 7,851
11 Fees for services (non-employees):        
a Management ...... 635,875 625,831 10,044  
b Legal ......... 6,080,641   6,080,641  
c Accounting ........... 1,247,598   1,247,598  
d Lobbying ........... 455,850 455,850    
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 0      
g Other .......... 44,953,350 38,521,285 5,641,266 790,799
12 Advertising and promotion .... 2,351,281 2,198,566 152,715  
13 Office expenses ....... 63,956,471 52,291,912 11,574,291 90,268
14 Information technology ...... 60,235,510 38,539,169 21,695,465 876
15 Royalties .. 0      
16 Occupancy ........... 51,481,150 46,794,929 4,520,933 165,288
17 Travel ............ 2,647,660 2,079,360 556,279 12,021
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 741,091 611,550 129,541  
20 Interest ........... 45,776,099 45,776,099    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 96,655,400 79,397,156 17,258,244  
23 Insurance .............. 8,955,809 7,650,192 1,305,617  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a OTHER PURCHASED SERVICES 427,082,687 407,429,346 16,507,163 3,146,178
b SUPPLIES 291,740,568 290,006,653 1,710,142 23,773
c LICENSE AND TAXES 1,464,061 702,866 761,195  
d DUES AND SUBSCRIPTIONS 1,226,589 655,926 570,663  
e PROV FOR DOUBTFUL ACCOUNTS 82,201,308 82,201,308    
f All other expenses 44,603,757 42,007,404 2,361,648 234,705
25 Total functional expenses. Add lines 1 through 24f 2,095,286,493 1,937,246,884 153,340,589 4,699,020
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation
       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 3,175 1 1,750
2 Savings and temporary cash investments ....... 325,812,316 2 395,469,338
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net ......... 284,047,038 4 316,641,815
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 2,000,000 5 1,250,000
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 19,147,976 8 19,657,400
9 Prepaid expenses and deferred charges ............ 9,714,862 9 21,955,029
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,666,723,757
b Less: accumulated depreciation. ..... 10b 802,562,382 859,274,027 10c 864,161,375
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ......   12 896,954,557
13 Investments—program-related. See Part IV, line 11 .. 745,196,908 13 54,139,524
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 57,321,284 15 140,697,574
16 Total assets. Add lines 1 through 15 (must equal line 34)... 2,302,517,586 16 2,710,928,362
Liabilities 17 Accounts payable and accrued expenses . 201,771,341 17 217,408,321
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities .......... 825,483,436 20 818,471,337
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 390,617,267 25 374,213,528
26 Total liabilities. Add lines 17 through 25..... 1,417,872,044 26 1,410,093,186
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 785,092,472 27 1,078,759,515
28 Temporarily restricted net assets ..... 93,061,654 28 215,584,245
29 Permanently restricted net assets ..... 6,491,416 29 6,491,416
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 884,645,542 33 1,300,835,176
34 Total liabilities and net assets/fund balances ..... 2,302,517,586 34 2,710,928,362
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
2,510,897,420
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
2,095,286,493
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
415,610,927
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
884,645,542
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
578,707
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
1,300,835,176
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


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

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

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

94-6174066
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(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)
 
 
h
(i)
Name of supported organization
(ii)
EIN
(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv)
Is the organization in col. (i) listed in your governing document?
(v)
Did you notify the organization in col. (i) of your support?
(vi)
Is the organization in col. (i) organized in the U.S.?
(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

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

Additional Data


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

94-6174066
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




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

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

94-6174066
Part I
Contributors (see Instructions)
     
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

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

94-6174066
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

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

94-6174066
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


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

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

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

94-6174066
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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

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

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

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










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

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

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


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
33,687
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
Yes
 
189,025
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
205,697
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
Yes
 
27,441
i
Other activities? If "Yes," describe in Part IV ..........................
 
No
 
j
Total. lines 1c through 1i ...................................
455,850
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
LOBBYING ACTIVITIES SCHEDULE C, PART II-B LOBBYING ACTIVITIES INCLUDE: - SENDING LETTERS OR PUBLICATIONS TO GOVERNMENT OFFICIALS OR LEGISLATORS; - MEETING WITH OR CALLING GOVERNMENT OFFICIALS OR LEGISLATORS; AND - SENDING OR DISTRIBUTING LETTERS OR PUBLICATIONS (INCLUDING NEWSLETTERS, BROCHURES, ETC.) TO MEMBERS OR TO THE GENERAL PUBLIC. SHC BELONGS TO CERTAIN TRADE ASSOCIATIONS IN WHICH A PORTION OF DUES PAID TO THESE ORGANIZATIONS IS SPENT ON EFFORTS TO INFLUENCE LEGISLATIVE MATTERS IN THE HEALTH CARE INDUSTRY. DURING FY11, SHC PAID DUES OF APPROXIMATELY $333,018 TO THESE TRADE ASSOCIATIONS AND THE APPROXIMATE AMOUNT OF THE DUES SPENT ON LOBBYING PURPOSES WAS $70,092.
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

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

94-6174066
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 11,926,477 10,864,850 13,498,859
b Contributions ........      
c Investment earnings or losses ... 1,845,660 1,173,551 -2,572,393
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........
252,403 111,924 61,616
f Administrative expenses ....      
g End of year balance ...... 13,519,734 11,926,477 10,864,850
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet0 %
b
Permanent endowment: SchDMd Bullet48.020 %
c
Term endowment: SchDMd Bullet51.980 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   20,517,753 20,517,753
b Buildings ................   736,832,125 377,838,212 358,993,913
c Leasehold improvements ............   38,431,973 15,158,604 23,273,369
d Equipment ................   678,487,602 406,469,629 272,017,973
e Other .................   192,454,304 3,095,937 189,358,367
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 864,161,375
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) MANAGED POOL
825,836,344 F

(B) OTHER INVESTMENTS
71,118,213 F







Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 896,954,557
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) PLEDGES RECEIVABLE 121,608,074
(2) OTHER ASSETS 18,102,097
(3) ASSETS HELD BY TRUSTEE 987,403






Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 140,697,574
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0
THIRD PARTY PAYOR LIABILITIES 22,658,607
DUE TO RELATED PARTIES 29,659,071
SELF-INSURED RESERVES 96,175,865
OTHER LIABILITIES 174,150,985
PENSION LIABILITY 51,569,000




Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 374,213,528
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 2,510,897,420
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 2,095,286,493
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 415,610,927
4 Net unrealized gains (losses) on investments .......................... 4 -125,704
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8 704,411
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 578,707
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 416,189,634
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 2,431,353,455
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a -125,704
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d 3,167,029
e Add lines 2a through 2d ..................... 2e 3,041,325
3 Subtract line 2e from line 1..................... 3 2,428,312,130
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 82,585,290
c Add lines 4a and 4b....................... 4c 82,585,290
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 2,510,897,420
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 2,015,163,824
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 -79,012,975
e Add lines 2a through 2d...................... 2e -79,012,975
3 Subtract line 2e from line 1..................... 3 2,094,176,799
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 1,109,694
c Add lines 4a and 4b....................... 4c 1,109,694
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 2,095,286,493
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
PART III, LINE 4 SHC MAINTAINS A COLLECTION OF DONATED ART FOR PUBLIC EXHIBITION AT HOSPITAL FACILITIES. PART V, LINE 4 ENDOWMENT FUNDS STANFORD HOSPITAL AND CLINICS' (SHC) ENDOWMENT CONSISTS OF VARIOUS INDIVIDUAL FUNDS WHICH ARE RESTRICTED TO PARTICULAR USES. SHC HAS FUNDS TO SUPPORT MEDICAL DIRECTOR OF THE HOSPITAL'S CANCER CENTER, CLINICAL SERVICES, AND FUNDS FOR THE CONSTRUCTION OF SHC'S BUILDING. SHC ALSO HAS FUNDS TO SUPPORT EDUCATIONAL PROGRAMS, CHAPLAINCY PROGRAMS, PATIENT CARE, INDIGENT CARE AND THE HEALTH LIBRARY TECHNOLOGY. SCHEDULE D, PART X FIN 48 STANFORD HOSPITAL IS A NOT-FOR-PROFIT CORPORATION AND TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. STANFORD HOSPITAL HAS NO UNCERTAIN TAX POSITIONS PERTAINING TO UNRELATED BUSINESS INCOME. PART XI, LINE 8 OTHER CHANGES IN NET ASSETS EQUITY TRANSFER ($12,869,103) ADDITIONAL MINIMUM PENSION LIABILITY $12,902,000 INTEREST RATE SWAP MTM $671,827 PET/CT INCOME BOOK/TAX DIFFERENCE ($317) ROUNDING ADJUSTMENT TO BALANCE TO FINANCIAL STATEMENTS $4 CHANGE IN NET ASSETS $704,411 PART XII, LINE 2D OTHER REVENUE ON F/S NOT ON RETURN INTEREST RATE SWAP MTM $671,827 PET/CT PER F/S $3,571,998 UNRESTRICTED FUNDS TRANSFER TO STANFORD UNIVERSITY ($6,968,315) CHANGE IN MINIMUM PENSION LIABILITY $12,902,000 RESTRICTED FUNDS EQUITY TRANSFER $355,234 FUND TRANSFER TO UNIVERSITY HEALTHCARE ALLIANCE ($13,224,337) UNRESTRICTED FUNDS TRANSFER TO LUCILE SALTER PACKARD CHILDREN'S HOSPITAL $5,858,621 ROUNDING ADJUSTMENT TO BALANCE TO FINANCIAL STATEMENTS $1 TOTAL OTHER REVENUE ON F/S NOT ON RETURN $3,167,029 PART XII, LINE 4B OTHER REVENUE ON RETURN NOT ON F/S REIMBURSEMENT OF SHARED EXPENSE $79,012,975 PET/CT PER 2011 K1 $3,621,815 INTEREST INCOME & NET LONG TERM CAPITAL LOSS FROM PET/CT K1 ($49,500) TOTAL OTHER REVENUE $82,585,290 PART XIII, LINE 4A OTHER EXPENSES ON F/S NOT ON RETURN REIMBURSEMENT OF SHARED EXPENSE ($79,012,975) PART XIII, LINE 4B OTHER EXPENSE ON RETURN NOT ON F/S PURCHASED SERVICES $1,109,694
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
STANFORD HEALTH SERVICES
 
Employer identification number

94-6174066
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Does the organization have a charity care policy? If "No," skip to question 6a...........
1a
Yes
 
b
If "Yes," is it a written policy? .......................
1b
Yes
 
2
If the organization has multiple hospitals, indicate which of the following best describes application of the charity care policy to the various hospitals.
3
Answer the following based on the charity care eligibility criteria that applies to the largest number of the organization's patients.
a
Does the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care to low
income individuals? If "Yes," indicate which of the following is the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Does the organization use FPG to determine eligibility for providing discounted care to low income individuals? If
"Yes," indicate which of the following is the family income limit for eligibility for discounted care: .....
3b
Yes
 
c
If the organization does not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization uses an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Does the organization's policy provide free or discounted care to the "medically indigent"? ......
4
Yes
 
5a
Does the organization budget amounts for free or discounted care provided under its charity care policy? ...
5a
 
No
b
If "Yes," did the organization's charity care expenses exceed the budgeted amount?.........
5b
 
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discounted
care to a patient who was eligibile for free or discounted care?...............
5c
 
 
6a
Does the organization prepare an annual community benefit report?.............
6a
Yes
 
6b
If "Yes," does the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Charity Care and Certain Other Community Benefits at Cost
Charity Care and
Means-Tested Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Charity care at cost (from
Worksheets 1 and 2) ..
    21,676,659   21,676,659 1.080 %
b Unreimbursed Medicaid (from
Worksheet 3, column a) .
    174,117,449 86,123,506 87,993,942 4.370 %
c Unreimbursed costs—other means-tested government programs (from Worksheet 3, column b) ....            
dTotal Charity Care and
Means-Tested Government Programs .....
    195,794,108 86,123,506 109,670,601 5.450 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) ....
    4,174,891   4,174,891 0.210 %
f Health professions education
(from Worksheet 5) ..
    62,353,581 11,549,809 50,803,772 2.520 %
g Subsidized health services
(from Worksheet 6) ..
    4,237,718 2,141,317 2,096,401 0.100 %
h Research (from Worksheet 7)            
i Cash and in-kind contributions
to community groups
(from Worksheet 8) ..
    1,226,182   1,226,182 0.060 %
jTotal Other Benefits ...     71,992,372 13,691,126 58,301,246 2.890 %
kTotal. Add lines 7d and 7j. ..     267,786,480 99,814,632 167,971,847 8.340 %
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 2
Part II
Community Building Activities Complete this table if the organization conducted any community building activities.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support     86,432   86,432  
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building     5,000   5,000  
7 Community health improvement advocacy            
8 Workforce development     60,210   60,210  
9 Other            
10 Total     151,642   151,642  
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Does the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense (at cost).....
2
20,673,436
3
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care policy ..
3
1,732,568
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
458,369,625
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
553,621,302
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-95,251,677
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.
Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.
Check the box that describes the method used:
Section C. Collection Practices
9a
Does the organization have a written debt collection policy? ...............
9a
Yes
 
b
If "Yes," does the organization's collection policy contain provisions on the collection practices to be followed for patients who are known to qualify for charity care or financial assistance? Describe in Part VI......
9b
Yes
 
Part IV
Management Companies and Joint Ventures
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership%
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 3
Part VFacility Information
Section A. Hospital Facilities
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many hospital facilities did the organization operate during the tax year?1
Name and address
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 STANFORD HOSPITAL AND CLINICS
300 PASTEUR DRIVE
STANFORD,CA94305
X X   X     X    
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Name of Hospital Facility:STANFORD HOSPITAL AND CLINICS
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2010)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet those needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess all of the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Development of a community benefit plan for the facility
d Participation in community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the CHNA
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed together with the reasons why it has not addressed such needs. 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explains eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8    
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care to low incomeindividuals?.. 9    
If “Yes,” indicate the FPG family income limit for eligibility for free care:   %
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 5
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care to low income individuals?......... 10    
If “Yes,” indicate the FPG family income limit for eligibility for discounted care:   %
11 Explained the basis for calculating amounts charged to patients?................. 11    
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12    
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13    
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted at all times on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy that explained actions the hospital facility may take upon non-payment?........ 14    
15 Check all of the following collection actions against a patient that were permitted under the hospital facility's policies at any time during the tax year:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments or arrests
e Other (describe in Part VI)
16 Did the hospital facility engage in or authorize a third party to engage in any of the following collection actions during the tax year?................................... 16    
If “Yes,” check all collection actions in which the hospital facility or a third party engaged (check all that apply):
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other (describe in Part VI)
17 Indicate which actions the hospital facility took before initiating any of the collection actions checked in question 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether a patient who applied for financial assistance under the financial assistance policy qualified for financial assistance
e Other (describe in Part VI)
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 6
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18    
If “No,” indicate the reasons why (check all that apply):
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility did not have a policy relating to emergency medical care
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Charges for Medical Care
19 Indicate how the hospital facility determined the amounts generally billed to individuals who had insurance covering emergency or other medically necessary care (check all that apply):
a The hospital facility used the lowest negotiated commercial insurance rate for those services at the hospital facility
b The hospital facility used the average of the three lowest negotiated commercial insurance rates for those services at the hospital facility
c The hospital facility used the Medicare rate for those services
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20    
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its patients an amount equal to the gross charge for services provided to that patient?................................... 21    
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 7
Part VFacility Information (continued)

Section C. Other Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, measured by total revenue per facility, from largest to smallest)
How many non-hospital facilities did the organization operate during the tax year?  
Name and address Type of Facility (Describe)
1
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2010
Schedule H (Form 990) 2010
Page 8
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the description required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 2, 4c, 6i, 7, 11i, 13i, 17l, 18l, 19e, 21d, 25, and 26.
2 Community health needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any community health needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
PART I, LINE 7G   THE AMOUNTS REPORTED IN PART 1, LINE 7G INCLUDE LIFE FLIGHT COSTS OF $2,096,401. PART I, LINE 7, COLUMN F THE AMOUNT OF BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN, IS $82,201,308. PART I, LINE 7 THE COST REPORTED FOR OTHER BENEFITS ARE DIRECT COST PLUS ALLOCATED OVERHEAD USING AS FILED FY10 MEDICARE COST REPORT OVERHEAD ALLOCATION PERCENTAGE. PART II COMMUNITY BUILDING ACTIVITIES THROUGH ITS TRAUMA SERVICES DEPARTMENT, SHC SUPPORTED SEVERAL TRAFFIC AND DRIVING SAFETY EDUCATIONAL PROGRAMS DESIGNED TO REDUCE TRAFFIC-RELATED INJURIES AND DEATHS AMONG YOUNG DRIVERS, BICYCLISTS AND PEDESTRIANS. CONDUCTED IN PARTNERSHIP WITH THE TRAFFIC SAFE COMMUNITY NETWORK (TSCN), PALO ALTO DRUG AND ALCOHOL COMMUNITY COLLABORATIVE, PALO ALTO UNIFIED SCHOOL DISTRICT AND A VARIETY OF OTHER COMMUNITY AND PUBLIC SAFETY AGENCIES, THESE PROGRAMS COLLECTIVELY REACHED ALMOST 19,000 STUDENTS AT 29 SCHOOLS. SHC PLAYS A KEY ROLE IN DISASTER PLANNING FOR THE COMMUNITY. THROUGH THE OFFICE OF EMERGENCY MANAGEMENT (OEM), SHC COLLABORATES WITH LOCAL MUNICIPALITIES, COUNTY GOVERNMENT AND OTHER HOSPITALS TO COORDINATE PLANNING, MITIGATION, RESPONSE AND RECOVERY ACTIVITIES FOR EVENTS THAT COULD ADVERSELY IMPACT THE COMMUNITY. THE GOAL OF THESE ACTIVITIES IS TO MINIMIZE THE IMPACT UPON LIFE, PROPERTY AND THE ENVIRONMENT FROM CATASTROPHIC EVENTS SUCH AS PANDEMIC FLU, EARTHQUAKES AND OTHER DISASTERS. SHC'S OEM WORKS WITH EMERGENCY MEDICAL SERVICES (EMS) IN BOTH SAN MATEO AND SANTA CLARA COUNTIES ON JOINT DISASTER EXERCISES, DISASTER PLANNING AND MITIGATION AND BEST PRACTICES. OEM IS ALSO AN ACTIVE MEMBER ON THE PALO ALTO EMERGENCY PREPAREDNESS WORK GROUP. SHC'S OEM PROVIDES A CRITICAL SERVICE FOR COUNTY EMS, CENTERS FOR DISEASE CONTROL AND PREVENTION AND OTHER HOSPITALS AND COUNTY AGENCIES BY MAINTAINING CACHES OF EMERGENCY MEDICAL EQUIPMENT AND SUPPLIES FOR READY ACCESS AND DEPLOYMENT IN THE CASE OF DISASTER OR EMERGENCIES. OEM PROVIDES REGULAR INVENTORY REVIEW AND 24/7 SECURITY TO ENSURE THAT THESE EMS SUPPLIES ARE SERVICE-READY AT ALL TIMES. FOR EXAMPLE, THE OEM CACHE SUPPLY, MAINTAINED IN EAST PALO ALTO, CAN PROVIDE CARE TO ABOUT 1,000 TRAUMA AND BURN PATIENTS. WORKFORCE DEVELOPMENT: SHC CONTINUED ITS SUPPORT OF THE STANFORD MEDICAL YOUTH SCIENCE PROGRAM. THE PROGRAM'S MISSION IS TO INCREASE KNOWLEDGE ABOUT THE SCIENCES AND HEALTH PROFESSIONS AND TO OFFER GUIDANCE ABOUT COLLEGE ADMISSIONS TO LOW-INCOME AND UNDERREPRESENTED MINORITY STUDENTS. THE STUDENTS LEARN ABOUT POTENTIAL CAREERS IN HEALTH AND MEDICINE THROUGH HANDS-ON ACTIVITIES, SHADOWING AND DISCUSSION GROUPS. THE INTERNSHIPS ARE IN VARIOUS HOSPITAL DEPARTMENTS, INCLUDING SURGERY, CARDIAC CARE AND INTENSIVE CARE UNITS, TRANSPLANTATIONS, NEUROLOGY AND HOSPITAL ADMINISTRATION. COALITION BUILDING: SHC SUPPORTS THE WORK OF THE SAN MATEO COUNTY FALL PREVENTION TASK FORCE BOTH FINANCIALLY AND WITH STAFF REPRESENTATION. PART III, LINE 4 SHC FY 2011 FINANCIAL STATEMENT DID NOT HAVE DESCRIPTIONS FOR BAD DEBT EXPENSE. THE COST FOR BAD DEBT EXPENSES IN LINE 2 AND 3 ARE BASED ON THE BAD DEBTS CHARGES AT ESTABLISHED RATE MULTIPLYING THE RATIO OF THE TOTAL FY 2011 COST (EXCLUDING BAD DEBT EXPENSES) TO THE TOTAL FY 2011 CHARGES. MOST OF THE COMMUNITY BENEFITS ARE RELATED TO COMMUNITY ACTIVITIES OR PROGRAMS NOT ASSOCIATED WITH PATIENT CARE. SINCE THE BAD DEBT EXPENSES ARE ONLY RELATED TO THE COLLECTION OF PATIENT CARE SERVICE, THE COST FOR OTHER COMMUNITY PROGRAM DOES NOT INCLUDE BAD DEBTS. SHC HAS ESTABLISHED CHARITY CARE POLICY APPROVED BY SHC'S GOVERNING BODY. THE CHARITY CARE IS PROVIDED WHEN THE PATIENT MEETS THE CRITERIA AND SUFFICIENT INFORMATION IS PROVIDED. IT IS DESIRABLE FOR SHC TO DETERMINE THE ELIGIBILITY FOR CHARITY CARE BEFORE OR AT THE TIME OF SERVICE. HOWEVER DUE TO THE CIRCUMSTANCES AND AVAILABILITY OF THE PATIENT INFORMATION SHC MAY BE UNABLE TO DETERMINE THE AMOUNT OF CHARITY CARE UNTIL AN EXTENDED PERIOD OF TIME OR AFTER THE ACCOUNTS ARE TRANSFERRED TO BAD DEBTS. AS A RESULT SHC HAS ESTABLISHED PROCEDURES CODES TO TRACK THE ACCOUNTS IN BAD DEBTS AND SUBSEQUENTLY DETERMINED AS CHARITY CARE ELIGIBLE. THE ESTIMATED BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE CHARITY CARE REPORTED IN LINE 2 ABOVE WAS $6,889,003. THE COST ASSOCIATED TO SUCH CHARITY AMOUNT WAS $1,732,568. PART III, LINE 8 SHC HAS BEEN UTILIZING A COST ACCOUNTING (TSI) SYSTEM TO MONITOR ITS OPERATION COST. THE SYSTEM SEPARATES THE COST INTO 4 MAJOR CATEGORIES, VARIABLE DIRECT COST, FIXED DIRECT COST, VARIABLE INDIRECT COST AND FIXED INDIRECT COST. THE OVERHEAD COSTS ARE ALLOCATED TO THE REVENUE GENERATED PATIENT CARE COST CENTERS AND INDIVIDUAL PATIENT ACCOUNT BASED ON THE STEP DOWN METHODOLOGY AND VARIOUS STATISTICAL UNITS OF SERVICES. THE COST OF CHARGE RATIO (RCC) FOR MEDICARE PROGRAM IS DETERMINED BY THE TOTAL COST OF SHC DISCHARGED AND FINAL BILLED MEDICARE PATIENTS, INCLUDING ALL 4 COST CATEGORIES MENTIONED ABOVE AND DIVIDED BY THE TOTAL CORRESPONDING DISCHARGED AND FINAL BILLED MEDICARE CHARGES FOR FY 2011. THE AMOUNT OF THE COST FOR PART III, SECTION B LINE 6 IS DETERMINED BY APPLYING THE PAYER SPECIFIC RCC TO ALL CHARGES FOR MEDICARE RELATED PROGRAMS, INCLUDING TRADITIONAL MEDICARE PROGRAM AND MANAGED CARE SENIOR PROGRAMS RESPECTIVELY. PART III, LINE 9B IT IS THE POLICY OF SHC TO FOLLOW THE STANDARDS AND PRACTICES FOR COLLECTION OF PATIENT DEBT IN ACCORDANCE WITH THE REQUIREMENTS OF CALIFORNIA ASSEMBLY BILL 774. SHC HAS A VARIETY OF OPTIONS FOR PATIENTS FACING FINANCIAL HARDSHIP, INCLUDING UNINSURED DISCOUNTING, NO INTEREST PAYMENT ARRANGEMENTS, AND A CHARITY CARE PROGRAM. PATIENTS WHO APPLY FOR CHARITY CARE AND QUALIFY MAY RECEIVE UP TO 100% FINANCIAL ASSISTANCE. SHC DOES NOT ALLOW THEIR COLLECTION AGENCIES TO REPORT DEBT TO CREDIT BUREAUS, GARNISH WAGES, OR FILE LIENS ON PRIMARY RESIDENCES. PART VI, LINE 2 NEEDS ASSESSMENT COMMUNITY ASSESSMENT PROCESS SHC IS AN ACTIVE PARTICIPANT IN THE ASSESSMENT COLLABORATIVES IN SAN MATEO AND SANTA CLARA COUNTIES; THE HEALTHY COMMUNITY COLLABORATIVE OF SAN MATEO COUNTY AND THE SANTA CLARA COUNTY COMMUNITY BENEFITS COALITION (SCCCBC). SHC PLAYS A LEADERSHIP ROLE AS A MEMBER OF THE EXECUTIVE COMMITTEE OF THE SCCCBC. ORGANIZATIONS ACTIVE IN THESE ONGOING COLLABORATIVES ARE LISTED BELOW. SAN MATEO COUNTY: HEALTH PLAN OF SAN MATEO HOSPITAL CONSORTIUM OF SAN MATEO COUNTY KAISER FOUNDATION HEALTH PLAN KAISER PERMANENTE, REDWOOD CITY KAISER PERMANENTE, SOUTH SAN FRANCISCO LUCILE PACKARD CHILDREN'S HOSPITAL PENINSULA FAMILY YMCA PENINSULA HEALTHCARE DISTRICT PENINSULA LIBRARY SYSTEM HEALTH DEPARTMENT HEALTH SERVICES HOSPITAL COUNCIL, NORTHERN & CENTRAL CALIFORNIA HUMAN SERVICES AGENCY SAN MATEO MEDICAL CENTER SEQUOIA HEALTHCARE DISTRICT SEQUOIA HOSPITAL SETON MEDICAL CENTER STANFORD HOSPITAL & CLINICS Sutter Health, Peninsula & Coastal Region YOUTH & FAMILY ENRICHMENT SERVICES SANTA CLARA COUNTY: COMMUNITY HEALTH PARTNERSHIP COUNCIL ON AGING, SILICON VALLEY EL CAMINO HOSPITAL FIRST 5 SANTA CLARA COUNTY HEALTHY SILICON VALLEY KAISER PERMANENTE SAN JOSE & SANTA CLARA KIDS IN COMMON LUCILE PACKARD CHILDREN'S HOSPITAL HOSPITAL COUNCIL, NORTHERN & CENTRAL CALIFORNIA O'CONNOR HOSPITAL PROJECT CORNERSTONE - YMCA PUBLIC HEALTH DEPARTMENT SAINT LOUISE REGIONAL HOSPITAL SANTA CLARA FAMILY HEALTH PLAN SANTA CLARA VALLEY HEALTH & HOSPITAL SYSTEM SOCIAL SERVICE AGENCY STANFORD HOSPITAL & CLINICS THE HEALTH TRUST VETERANS ADMINISTRATION - PALO ALTO UNITED WAY SILICON VALLEY The Santa Clara County Community Benefits Coalition released the Santa Clara County Health Profile Report in July 2010. The full report is available at www.sccphd.org. The Healthy Community Collaborative of San Mateo County released the 2011 Community Assessment - Health and Quality of Life in San Mateo County in October 2011. The full report is available at www.smhealth.org/hpp. THE GOAL OF EACH GROUP IS TO PRODUCE AN ASSESSMENT FOR GUIDING PROGRAM PLANNING AS WELL AS POLICY AND ADVOCACY EFFORTS AIMED AT IMPROVING THE HEALTH STATUS OF RESIDENTS OF THOSE COUNTIES. THE ASSESSMENTS ARE ALSO DESIGNED TO STIMULATE COLLABORATIVE ACTION AS WELL AS ACTION BY INDIVIDUAL ORGANIZATIONS TO ADDRESS PRESSING COMMUNITY HEALTH NEEDS. Key Findings Among the key findings in Santa Clara County: - 1.8 million residents: 52 percent white, 30 percent Asian, 26 percent Hispanic, 2.6 percent African-American[ii] - By 2020, one in six county residents will be at least 65 years old - Top 3 causes of death were cancer, heart disease and stroke - 33 percent of adults reported having one or more chronic conditions - About two in 10 adults do not have health insurance, increasing to four in 10 among Hispanic adults Among the key findings in San Mateo County: - 718,989 residents: 53 percent white, 25 percent Hispanic, 25 percent Asian, 3 percent African-American[iv] - Number of adults over 65 years of age will increase 72 percent by 2030 - Leading cause of death is cancer
- FALLS ARE A KEY ISSUE LEADING TO hospitalization, loss of   independence and death among seniors - Access and affordability of health care are a significant problem Prioritization of Community Need To prioritize the many pressing community health needs, SHC developed the following selection criteria: 1. A needs assessment process has identified the issue as significant and important to a diverse group of community stakeholders. 2. The issue affects a relatively large number of individuals. 3. The issue has serious impact at the individual, family or community level. 4. If left unaddressed, the issue is very liable to become more serious. 5. The issue offers potential for program intervention that can result in measurable impact. 6. SHC has the required expertise and human and financial resources to make an impact. PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SHC HAS SIGNS POSTED AND BROCHURES AVAILABLE IN EACH PATIENT REGISTRATION AND CLINIC AREA REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE. ADDITIONALLY, THERE IS A SINGLE PAGE NOTICE IN EVERY PATIENT BILLING STATEMENT THAT DESCRIBES THE AVAILABILITY OF FINANCIAL ASSISTANCE AND OFFERING ASSISTANCE WITH DETERMINING IF THEY MAY QUALIFY FOR FINANCIAL ASSISTANCE OR ANY GOVERNMENT PROGRAMS. PART VI, LINE 4 COMMUNITY INFORMATION SHC IS A REGIONAL REFERRAL CENTER FOR AN ARRAY OF ADULT SPECIALTIES, DRAWING PATIENTS FROM THROUGHOUT CALIFORNIA, ACROSS THE COUNTRY, AND INTERNATIONALLY. HOWEVER, A MAJORITY OF SHC'S PATIENTS ARE RESIDENTS OF SAN MATEO AND SANTA CLARA COUNTIES. THEREFORE, FOR PURPOSES OF ITS COMMUNITY BENEFIT PROGRAM INITIATIVES, SHC HAS IDENTIFIED THESE TWO COUNTIES AS ITS TARGET COMMUNITY. WITHIN THESE TWO COUNTIES, SHC FOCUSES MOST OF ITS RESOURCES AND EFFORTS ON VULNERABLE, AT-RISK POPULATIONS IN LOW-INCOME AREAS; AREAS SUCH AS EAST PALO ALTO, THE NEIGHBORHOODS OF BELLE HAVEN AND NORTH FAIR OAKS IN SOUTH SAN MATEO COUNTY, AND DOWNTOWN AND EAST SAN JOSE. THERE ARE AREAS OF POVERTY, HIGH UNEMPLOYMENT, POOR ACCESS TO CARE AND HEALTH DISPARITIES AND, THEREFORE, PRESENT TREMENDOUS OPPORTUNITIES TO IMPROVING THE HEALTH AND WELL-BEING OF COMMUNITY MEMBERS. SHC PARTNERS WITH COMMUNITY-BASED CLINICS IN THESE AREAS AS WELL AS SENIOR CENTERS WHOSE PRIMARY POPULATION IS LOW-INCOME OLDER ADULTS WHERE THE HOSPITAL PROVIDES FREE PROGRAMMING ON FALL PREVENTION AND CHRONIC DISEASE MANAGEMENT. MOST OF SHC'S COMMUNITY PARTNERS WORK IN FEDERALLY DESIGNATED AREAS SUCH 'MEDICALLY UNDERSERVED' AND 'PRIMARY CARE HEALTH PROFESSIONAL SHORTAGE' SUCH AS SAMARITAN HOUSE FREE CLINIC REDWOOD CITY AND RAVENSWOOD FAMILY HEALTH CENTER. SHC ALSO PARTNERS WITH COMMUNITY GROUPS THAT SERVE VARIOUS ETHNIC, MINORITY COMMUNITIES TO REDUCE CANCER-RELATED HEALTH DISPARITIES. EXAMPLES INCLUDE: - JOYLIFE CLUB - HEALTHY COOKING FOR CANCER PATIENTS AND FAMILIES: SEMINARS ON NUTRITION AND COOKING DEMONSTRATIONS FOR MEMBERS OF THE ASIAN-AMERICAN COMMUNITY - LATINAS CONTRA CANCER - HEALTHY EATING/HEALTHY LIVING EDUCATION AND SCREENING CAMPAIGN: CLASSES ON NUTRITION, COOKING DEMONSTRATIONS AND AN EARLY DETECTION SCREENING CAMPAIGN FOR MEMBERS OF THE HISPANIC COMMUNITY - ASIAN & PACIFIC ISLANDER HEALTH FORUM - TONGAN CANCER EDUCATION PROGRAM: AN EDUCATIONAL EVENT ON CANCER PREVENTION, DETECTION, TREATMENT AND SURVIVORSHIP FOR MEMBERS OF THE TONGAN COMMUNITY PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH A MAJORITY OF SHC'S TRUSTEES ARE MEMBERS OF THE COMMUNITY SERVED BY THE HOSPITAL AND ARE NOT EMPLOYED BY THE HOSPITAL, NOR ARE THEY FAMILY MEMBERS OF PERSONS EMPLOYED BY THE HOSPITAL. SHC EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY IT SERVES WHO WISH TO JOIN THE STAFF, CONSISTENT WITH THE SIZE AND NATURE OF ITS FACILITIES. EXCESS RECEIPTS FROM SHC'S OPERATIONS ARE DEVOTED TO IMPROVEMENT OF ITS FACILITIES, DEBT SERVICE, MEDICAL TRAINING, AND RESEARCH. SHC HAS USED OPERATIONAL REVENUE TO UPDATE AND EXPAND ITS FACILITIES AND SERVICES, IMPROVE SYSTEMS TO ENHANCE QUALITY, TO FUND RESEARCH, AND FOR OTHER PURPOSES TO IMPROVE PATIENT CARE. Investments in Vulnerable Populations SHC's largest community benefit investment was in improving access to needed health care services for vulnerable community members. In FY11, SHC contributed more than $112.7 million, or 67 percent of its community benefit expenditures, to activities supporting vulnerable populations (excluding uncompensated Medicare). SHC's uncompensated expense (cost less reimbursement) for Medi-Cal was $87,993,942. Charity care for uninsured and underinsured patients totaled $21,676,659. In addition to the investments in charity care and uncompensated Medi-Cal, SHC's contribution to other community benefit activities for vulnerable populations were nearly $3.1 million in FY11. These activities provide essential services for those most in need in our communities. SHC supports five community clinics and a transitional medical unit in a homeless shelter as part of its Improve Access to Care initiative: Cardinal Free Clinics, which includes Arbor Free and Pacific Free Clinics, Ravenswood Family Health Center; MayView Community Health Center; Samaritan House Redwood City Free Clinic; and Medical Respite Center at EHC Life Builder's Boccardo Regional Center in San Jose. The goal of this initiative is to build community capacity to deliver quality primary and preventive health care. Benefits for the Larger Community SHC supported a wide-range of activities that benefit the broader community. In FY11, SHC contributed more than $4.5 million to support these activities. These activities including the Stanford Health Library, 27 different programs to support community members fighting cancer, various support groups, traffic and bicycle safety programs, cancer clinic trials website and phone lines, Stanford Life Flight and medical transport service, and emergency planning for the community. Health Research, Education and Training SHC is the setting for training medical students, residents and fellows from the Stanford School of Medicine and, as such, makes a significant contribution to training the next generation of healthcare providers. In FY11, SHC contributed more than $50.8 million to support health research, education and training. Of this amount, nearly $43.6 million was spent to train medical residents and interns. In addition to training physicians, SHC supports the training of other health professionals. In FY11, SHC invested more than $7.2 million for such training. Hospital departments such as Rehabilitation Services, Nursing and Clinical Labs provided clinical rotations for physical therapy, respiratory therapy, occupational therapy, speech therapy, nursing and laboratory science students from local colleges and universities. In addition, physician assistant students are trained by SHC physician assistants. SHC also provides a training ground for pharmacy residents and students, radiology and nuclear medicine students and psychology students. Benefits for Vulnerable Populations $112,746,201 Medicare (uncompensated expense) $95,251,677 Benefits for the Larger Community $4,563,266 Health Research, Education and Training $50,803,772 Total Excluding Uncompensated Expense of Medicare $168,113,239 Total Including Uncompensated Expense of Medicare $263,364,916 PART VI, LINE 7 ALL STATES IN WHICH ORGANIZATION FILES A COMMUNITY BENEFIT REPORT: CALIFORNIA
Schedule H (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
STANFORD HEALTH SERVICES
 
Employer identification number
94-6174066
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed
......................... lBullet
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) Mayview Community Health270 Grant Ave
Palo Alto,CA94306
94-2239468 501(C)(3) 70,000       HEALTH PROVIDER
(2) Avenidas450 Bryant
Palo Alto,CA94301
94-1480548 501(C)(3) 30,000       SENIOR HEALTH CARE
(3) Samaritan House Free Clinic4031 Pacific Blvd
San Mateo,CA94403
23-7416272 501(C)(3) 25,000       PATIENT SERVICES
(4) 100 Black Men of San Jose Inc1101 Winchester
San Jose,CA95128
77-0371690 501(C)(3) 7,500       CANCER EDUCATION
(5) Latinas Contra Cancer255 North Market St 175
San Jose,CA95110
56-2412069 501(C)(3) 10,000       cancer education
(6) AsianPacific Island Health Forum450 Sutter
San Francisco,CA94108
94-3030866 501(C)(3) 7,500       cancer education












2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
6
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

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













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURES FOR MONITORING USE OF GRANT FUNDS   SCHEDULE I, PART I, LINE 2 When a grant is approved, someone with signature authority from the organization receiving the grant signs the grant agreement, which includes a statement of when the funds were received and how much was received. They also agree to submit grant reports demonstrating progress on agreed upon goals and objectives. Soft and hard copies of grant agreement letters, grant reports, and other relevant information are kept by the Executive Director of Community Partnerships for Stanford Hospital & Clinics.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


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

94-6174066
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

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

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) CHRISTOPHER DAWES (i)
(ii)
675,148
0
293,251
0
187,479
0
26,950
0
21,187
0
1,204,015
0
0
0
(2) PHILIP PIZZO MD (i)
(ii)
0
591,226
0
0
0
19,091
0
238,500
0
24,238
0
873,055
0
0
(3) NORMAN RIZK MD (i)
(ii)
0
277,279
0
239,557
0
114,775
0
24,500
0
6,044
0
662,155
0
0
(4) ANN WEINACKER MD (i)
(ii)
0
181,100
0
116,771
0
33,080
0
21,497
0
14,354
0
366,802
0
0
(5) DANIEL GINSBURG (i)
(ii)
620,762
0
236,722
0
39,873
0
100,122
0
22,291
0
1,019,770
0
0
0
(6) DANIEL MORISSETTE (i)
(ii)
571,210
0
254,489
0
122,319
0
94,094
0
22,470
0
1,064,582
0
0
0
(7) MICHAEL J PETERSON (i)
(ii)
481,167
0
69,560
0
90,149
0
22,050
0
18,398
0
681,324
0
0
0
(8) CAROLYN BYERLY (i)
(ii)
356,212
0
126,691
0
78,478
0
22,050
0
7,784
0
591,215
0
0
0
(9) NANCY LEE (i)
(ii)
303,130
0
86,861
0
146,642
0
22,050
0
20,344
0
579,027
0
39,328
0
(10) JERROLD MAKI (i)
(ii)
257,356
0
70,985
0
103,342
0
22,050
0
8,461
0
462,194
0
0
0
(11) MARK TORTORICH (i)
(ii)
259,288
0
65,878
0
101,066
0
55,759
0
11,407
0
493,398
0
0
0
(12) MARTHA MARSH (i)
(ii)
615,954
0
472,761
0
387,486
0
22,050
0
10,702
0
1,508,953
0
0
0
(13) KEVIN TABB (i)
(ii)
433,401
0
177,652
0
103,575
0
77,626
0
24,401
0
816,655
0
0
0
(14) SRIDHAR SESHADRI (i)
(ii)
327,850
0
130,183
0
160,768
0
22,050
0
22,644
0
663,495
0
40,945
0
(15) JENNIFER VARGAS (i)
(ii)
416,350
0
139,309
0
89,737
0
73,480
0
25,418
0
744,294
0
0
0
(16) JEFFREY GUARDINO (i)
(ii)
473,929
0
97,256
0
3,000
0
0
0
13,263
0
587,448
0
0
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
SCHEDULE J, PART I, LINE 1A TRAVEL POLICY STANFORD HOSPITAL AND CLINICS ("SHC") TRAVEL POLICY GENERALLY REQUIRES ALL EMPLOYEES TO USE THE MOST ECONOMICAL MODE OF TRANSPORTATION AVAILABLE CONSISTENT WITH THE AUTHORIZED BUSINESS PURPOSE OF THE TRAVEL IN ORDER TO BE FULLY REIMBURSED. SHC OFFICERS AND OTHER INDIVIDUALS ENUMERATED IN SCHEDULE J ARE FULLY SUBJECT TO THE SAME POLICIES AND PROCEDURES AS ANY OTHER EMPLOYEE OF SHC. ON RARE OCCASIONS IN CALENDAR YEAR 2010, FIRST CLASS TRAVEL WAS APPROVED BY THE CFO OR CONTROLLER. CERTAIN INDIVIDUALS LISTED IN PART VII FLEW FIRST CLASS IN CALENDAR YEAR 2010. ALL FIRST CLASS TRAVEL WAS FOR BUSINESS PURPOSES AND CONSIDERED NON-TAXABLE EXPENSE REIMBURSEMENT. HOUSING ALLOWANCE THE FOLLOWING INDIVIDUALS RECEIVED HOUSING AS A TAXABLE BENEFIT AND THE AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). JERROLD MAKI, JENNIFER VARGAS, MARK TORTORICH, KEVIN TABB, DANIEL GINSBURG. SCHEDULE J, PART I, LINE 4B STANFORD HOSPITAL AND CLINICS ("SHC") PROVIDES ALL SENIOR EXECUTIVES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS. AT THE LAST DATE OF EACH QUARTER EACH PARTICIPANT'S ACCOUNT IS CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION). THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN THE ACCOUNT AS FOLLOWS: (A) THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED AND THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION; (B) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (C) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (D) THE PARTICIPANT ATTAINS THE AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; OR (E) THE PARTICIPANT COMPLETES SEVEN YEARS AS AN ELIGIBLE EMPLOYEE. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2010: CHRISTOPHER DAWES $ 118,198 MARTHA MARSH $ 74,784 MICHAEL PETERSON $ 60,853 NANCY LEE $ 116,379 CAROLYN BYERLY $ 45,646 MARK TORTORICH $ 34,401 KEVIN TABB $ 48,898 SRIDHAR SESHADRI $ 123,958 DANIEL MORISSETTE $ 73,033 JERROLD MAKI $ 33,623 JENNIFER VARGAS $ 50,266 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PHILLIP PIZZO PARTICIPATES IN A DEFERRED COMPENSATION PLAN AT STANFORD UNIVERSITY, A RELATED ORGANIZATION. ANNUALLY, AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. THESE AMOUNTS APPEAR IN SCHEDULE J, PART II, COLUMN (C). PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET. DR. GUARDINO IS AN EMPLOYEE OF MENLO HEALTH ALLIANCE ("MHA"), A DISREGARDED ENTITY WITH RESPECT TO SHC. MHA HAS ITS OWN BENEFIT PLANS AND DID NOT PROVIDE SERP TO DR. GUARDINO. SCHEDULE J, PART II, DESCRIPTION FOR COLUMN B(II) OFFICERS AND OTHERS WITH AMOUNTS IN THIS COLUMN RECEIVE BONUS AWARDS AND INCENTIVE COMPENSATION. SCHEDULE J, PART II, DESCRIPTION FOR COLUMN B(III) OTHER REPORTABLE COMPENSATION IN SCHEDULE J-1, COLUMN B-III INCLUDES HOUSING ASSISTANCE, SERP CASH DISTRIBUTION, GRANT MONIES, ACCRUED VACATION PAY OUT, GROUP TERM LIFE, AND TAXABLE MOVING ASSISTANCE. IN ADDITION, SHC HAS PROVIDED VARIOUS ITEMS OF "LISTED PROPERTY" (E.G. COMPUTERS AND PERIPHERALS) TO THE ABOVE LISTED EMPLOYEES PRINCIPALLY FOR THEIR BUSINESS USE. SCHEDULE J, PART I, LINE 7 OFFICERS AND OTHERS AS ENUMERATED IN SCHEDULE J, PART II PARTICIPATE IN A DEFERRED COMPENSATION PLAN. ANNUALLY, AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET. SCHEDULE J, PART II DIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SHC. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
STANFORD HEALTH SERVICES
 
Employer identification number
94-6174066
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer
(i) Pool
financing
Yes No Yes No Yes No
A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
 
52-1643828 13033FMM9 07-01-2003 105,707,934 2003A - SEE ATTACH. K - I(F)   X   X   X
B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
 
52-1643828 13033f3u2 06-02-2008 428,500,000 2008AB - SEE ATTACH. K - I(F)   X   X   X
C CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
 
52-1643828 13033LJH1 06-16-2010 310,291,489 2010AB - SEE ATTACH. K. - I(F)   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . . 21,405,000 1,675,000 0  
2 Amount of bonds defeased . . . . 0 0 0  
3 Total proceeds of issue . . . . 107,274,311 428,500,000 310,291,489  
4 Gross proceeds in reserve funds . . 0 0 0  
5 Capitalized interest from proceeds. 7,050,758 0 0  
6 Proceeds in refunding escrow. . . . . 0 0 0  
7 Issuance costs from proceeds . . . 1,124,444 0 0  
8 Credit enhancement from proceeds. 0 0 0  
9 Working capital expenditures from proceeds . . 0 0 0  
10 Capital expenditures from proceeds . . 99,099,109 0 0  
11 Other spent proceeds . . 428,500,000 428,500,000 310,291,489  
12 Other unspent proceeds. . .        
13 Year of substantial completion . . . 2006
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue?   X X          
15 Were the bonds issued as part of an advance refunding issue?   X   X   X    
16 Has the final allocation of proceeds been made? . . X   X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X      
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . X   X   X      
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use? X   X   X      
b Are there any research agreements that may result in private business use of bond-financed property? . . X   X   X      
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet 0.200 % 0 % 0 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet 0 % 0 % 0 %  
6 Total of lines 4 and 5 . . .. . . . . . 0.200 % 0 % 0 %  
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X    
2 Is the bond issue a variable rate issue?   X X     X    
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X X     X    
b Name of provider . SEE ATTACH K-IV3B
 
SEE ATTACH K-IV3B
 
 
 
 
 
c Term of hedge . .        
d Was the hedge superintegrated? .   X   X        
e Was a hedge terminated? .   X   X        
4a Were gross proceeds invested in a GIC? . X     X   X    
b Name of provider . SEE ATTACH K-IV4B
 
 
 
 
 
 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . X              
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X    
6 Did the bond issue qualify for an exception to rebate? . . .   X X   X      
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
SEE SCHEDULE O    
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

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

94-6174066
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





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

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
(1) AMIR DAN RUBIN
HOUSING LOAN
  X 1,250,000 1,250,000   No Yes   Yes  
Total ...............Small Bullet $ 1,250,000
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) MEDTRONIC SEE PART V 15,840,330 PAYMENT FOR PRODUCTS   No
(2) BETH DAWES SEE PART V 64,762 COMPENSATION FOR EMPLOYMENT   No
(3) VARIAN MEDICAL SYSTEMS SEE PART V 2,005,440 PAYMENT FOR PRODUCTS   No
(4) EXPRESSSCRIPTS SEE PART V 9,119,233 PAYMENT FOR PRODUCTS   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
RELATIONSHIP BETWEEN PERSONS AND ORGANIZATION   FORM 990, SCHEDULE L, PART IV COLUMN (B) MEDTRONIC: A DIRECTOR OF SHC IS ALSO A DIRECTOR OF MEDTRONIC. THE DIRECTOR DID NOT PARTICIPATE IN ANY WAY IN DECISION MAKING ABOUT THE RELATIONSHIP BETWEEN SHC AND METRONIC. BETH DAWES: EMPLOYEE IS A FAMILY MEMBER OF A DIRECTOR. VARIAN MEDICAL SYSTEMS: A DIRECTOR OF SHC IS ALSO A DIRECTOR OF VARIAN MEDICAL SYSTEMS. THE DIRECTOR DID NOT PARTICIPATE IN ANY WAY IN DECISION MAKING OR DISCUSSION OF THE RELATIONSHIP BETWEEN SHC AND VARIAN MEDICAL SYSTEMS. EXPRESSSCRIPTS: A DIRECTOR OF SHC IS ALSO A DIRECTOR OF EXPRESSSCRIPTS. THE DIRECTOR DID NOT PARTICIPATE IN ANY WAY IN DECISION MAKING ABOUT THE RELATIONSHIP BETWEEN SHC AND EXPRESSSCRIPTS.
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
STANFORD HEALTH SERVICES
 
Employer identification number

94-6174066
Part I
Types of Property
(a)
Check if applicable
(b)
Number of Contributions or items contributed
(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 20 9,363,563 MEAN VALUE ON DOT
10 Securities—Closely held stock . X 2 5,000 APPRAISAL
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
3
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
SCHEDULE M, PART I, COLUMN B   STANFORD HOSPITAL AND CLINICS IS REPORTING THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, QUESTION 32B STANFORD HOSPITAL AND CLINICS UTILIZES THE SERVICES OF STANFORD UNIVERSITY TO ASSIST WITH THE SOLICITATION AND PROCESSING OF NON-CASH GIFTS.
Schedule M (Form 990) 2010
Additional Data


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

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

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

94-6174066
Identifier Return Reference Explanation
STANFORD HOSPITAL AND CLINICS IS AMENDING ITS FORM 990 TO REFLECT UPDATED INFORMATION IN PART VII AND SCHEDULE J. MISSION FORM 990, PART I, LINE 1 & PART III, LINE 1 STANFORD HOSPITAL AND CLINICS ("SHC") IS A NON-PROFIT CALIFORNIA PUBLIC BENEFIT CORPORATION OF WHICH THE BOARD OF TRUSTEES OF LELAND STANFORD JUNIOR UNIVERSITY (THE "UNIVERSITY") IS THE SOLE MEMBER. THE OBJECTIVE AND THE PURPOSE OF SHC IS TO PROVIDE PATIENT CARE SERVICES, SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, AND SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE UNIVERSITY AND THE UNIVERSITY'S SCHOOL OF MEDICINE. SHC OPERATES A LICENSED ACUTE CARE HOSPITAL, A CANCER CENTER IN PALO ALTO, AN AMBULATORY OUTPATIENT CENTER IN REDWOOD CITY AND NUMEROUS OUTPATIENT PHYSICIAN CLINICS IN THE SAN FRANCISCO BAY AREA, IN COMMUNITY SETTINGS AND IN ASSOCIATION WITH REGIONAL HOSPITALS. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A STANFORD HOSPITAL AND CLINICS ("SHC") IS KNOWN WORLDWIDE FOR ADVANCED PATIENT CARE PROVIDED BY ITS PHYSICIANS AND STAFF, PARTICULARLY IN AREAS SUCH AS CARDIAC CARE, CANCER TREATMENT, NEUROLOGY, NEUROSURGERY, ORTHOPEDICS, SURGERY AND ORGAN TRANSPLANTS. SHC HAD 24,970 PATIENT DISCHARGES. SHC HAD 137,733 PATIENT DAYS INCLUDING ACUTE, BEHAVIORIAL HEALTH, AND SHORT STAY OUTPATIENT. TOTAL OUTPATIENT AND EMERGENCY ROOM VISITS WERE 450,150 FOR THE FISCAL YEAR ENDED AUGUST 31, 2011. Summary of SHC Community Benefit Activities: Investments in Vulnerable Populations SHC's largest community benefit investment was in improving access to needed health care services for vulnerable community members. In FY11, SHC contributed more than $112.7 million, or 67 percent of its community benefit expenditures, to activities supporting vulnerable populations (excluding uncompensated Medicare). SHC's uncompensated expense (cost less reimbursement) for Medi-Cal was $87,993,942. Charity care for uninsured and underinsured patients totaled $21,676,659. In addition to the investments in charity care and uncompensated Medi-Cal, SHC's contribution to other community benefit activities for vulnerable populations were nearly $3.1 million in FY11. These activities provide essential services for those most in need in our communities. SHC supports five community clinics and a transitional medical unit in a homeless shelter as part of its Improve Access to Care initiative: Cardinal Free Clinics, which includes Arbor Free and Pacific Free Clinics, Ravenswood Family Health Center; MayView Community Health Center; Samaritan House Redwood City Free Clinic; and Medical Respite Center at EHC Life Builder's Boccardo Regional Center in San Jose. The goal of this initiative is to build community capacity to deliver quality primary and preventive health care. Benefits for the Larger Community SHC supported a wide-range of activities that benefit the broader community. In FY11, SHC contributed more than $4.5 million to support these activities. These activities including the Stanford Health Library, 27 different programs to support community members fighting cancer, various support groups, traffic and bicycle safety programs, cancer clinic trials website and phone lines, Stanford Life Flight and medical transport service, and emergency planning for the community. Health Research, Education and Training SHC is the setting for training medical students, residents and fellows from the Stanford School of Medicine and, as such, makes a significant contribution to training the next generation of healthcare providers. In FY11, SHC contributed more than $50.8 million to support health research, education and training. Of this amount, nearly $43.6 million was spent to train medical residents and interns. In addition to training physicians, SHC supports the training of other health professionals. In FY11, SHC invested more than $7.2 million for such training. Hospital departments such as Rehabilitation Services, Nursing and Clinical Labs provided clinical rotations for physical therapy, respiratory therapy, occupational therapy, speech therapy, nursing and laboratory science students from local colleges and universities. In addition, physician assistant students are trained by SHC physician assistants. SHC also provides a training ground for pharmacy residents and students, radiology and nuclear medicine students and psychology students. Benefits for Vulnerable Populations $112,746,201 Medicare (uncompensated expense) $95,251,677 Benefits for the Larger Community $4,563,266 Health Research, Education and Training $50,803,772 Total Excluding Uncompensated Expense of Medicare $168,113,239 Total Including Uncompensated Expense of Medicare $263,364,916 FAMILY/BUSINESS RELATIONSHIPS FORM 990, PART VI, LINE 2 CHRISTOPHER DAWES IS AN EMPLOYEE, CHIEF EXECUTIVE OFFICER AND A DIRECTOR OF LUCILE SALTER PACKARD CHILDREN'S HOSPITAL. THE FOLLOWING INDIVIDUALS ARE DIRECTORS AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL: JOHN LILLIE DENISE O'LEARY MARIANN BYERWALTER PHILIP PIZZO THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD UNIVERSITY: PHILIP PIZZO, DEAN OF THE STANFORD SCHOOL OF MEDICINE NORMAN RIZK JOHN MORGRIDGE ANN WEINACKER MD THE FOLLOWING INDIVIDUALS ARE TRUSTEES AT STANFORD UNIVERSITY: MARIANN BYERWALTER RON JOHNSON WOODROW MYERS HAS A BUSINESS RELATIONSHIP WITH PETER STAMOS. JOHN MORGRIDGE IS THE CHAIRMAN EMERITUS OF CISCO AND FOR PART OF FY 11 SUSAN BOSTROM WAS A KEY EMPLOYEE OF CISCO.
MEMBERS FORM 990, PART VI, LINE 6 STANFORD UNIVERSITY IS THE SOLE MEMBER OF STANFORD HOSPITAL AND CLINICS ("SHC"). ELECTION BY MEMBERS FORM 990, PART VI, LINE 7A STANFORD UNIVERSITY, AS THE SOLE MEMBER OF SHC, APPOINTS THE SHC BOARD OF DIRECTORS. REVIEW OF FORM 990 FORM 990, PART VI, LINE 11B THE 990 TAX RETURN IS PREPARED BY THE FINANCE DEPARTMENT OF SHC. THE FINANCIAL DATA IS EXTRACTED FROM THE AUDITED FINANCIAL STATEMENT AND SUPPLEMENTAL INFORMATION AUDITED BY THE INDEPENDENT ACCOUNTING FIRM OF PRICEWATERHOUSECOOPERS (PWC). COMPENSATION DATA IS EXTRACTED FROM PAYROLL RECORDS. OTHER INFORMATION IS PROVIDED BY THE RELEVANT AREAS WITH EXPERTISE IN SHC. UPON COMPLETION, THE RETURN IS REVIEWED BY THE SENIOR MANAGEMENT OF SHC, THE COUNSEL OF SHC, STANFORD UNIVERSITY TAX COMPLIANCE AND EXTERNAL TAX ACCOUNTANT (PWC). THE DRAFT FORM 990 IS REVIEWED AT THE AUDIT AND COMPLIANCE COMMITTEE MEETING. THE FORM 990 IS THEN FORWARDED TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE CFO OF SHC AND PWC AS PAID PREPARER SIGN THE RETURN PRIOR TO FILING WITH IRS. WHEN STANFORD HOSPITAL AND CLINICS RECEIVES CONTRIBUTIONS FROM DONORS WHO WISH TO REMAIN ANONYMOUS BUT OTHERWISE MEET THE SCHEDULE B THRESHOLD REPORTING REQUIREMENTS, THE BOARD REVIEWS THE FORM 990 WITHOUT DISCLOSURE OF THESE DONORS' NAME IN ORDER TO PROTECT THE DONORS' ANONYMITY. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF BEGINNING SERVICE AT SHC. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS. FURTHERMORE, OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENT WITHIN TEN (10) BUSINESS DAYS OF A MATERIAL CHANGE IN THEIR SITUATIONS THAT MAY CREATE AN ACTUAL OR PERCEIVED CONFLICT-OF-INTEREST. A DISCLOSURE THAT APPEARS TO BE A CONFLICT WILL BE RESOLVED BY A MUTUAL AGREEABLE PLAN WITH THE VICE PRESIDENT OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER, DIRECTOR OR EMPLOYEE MUST TAKE TO RECTIFY THE CONFLICT. IN MATTERS THAT ARE UNCLEAR OR QUESTIONABLE, THE OFFICE OF CHIEF COMPLIANCE OFFICER WILL BE CONSULTED FOR A RULING. IF FURTHER INQUIRY IS NECESSARY THE OFFICE OF THE GENERAL COUNSEL WILL BE CONSULTED FOR A RULING. WHISTLEBLOWER POLICY FORM 990, PART VI, LINE 13 SHC FOLLOWS A WRITTEN FALSE CLAIMS RECOVERY POLICY, WHICH COVERS MANDATORY WHISTLEBLOWER OBLIGATIONS. THIS POLICY WAS NOT APPROVED BY THE BOARD BY THE END OF FY 2011. AN AUTHORIZED COMMITTEE OF SHC'S BOARD ADOPTED THE WHISTLEBLOWER POLICY BEFORE THE END OF FY 2012. DOCUMENT RETENTION AND DESTRUCTION POLICY FORM 990, PART VI, LINE 14 SHC CURRENTLY HAS A DOCUMENT RETENTION AND DESTRUCTION POLICY FOR ITS MEDICAL RECORDS THAT HAS BEEN APPROVED BY ITS GOVERNING BODY. ALL OTHER DOCUMENT RETENTION AND DESTRUCTION POLICIES WERE APPROVED BY MANAGEMENT BY THE END OF FY 2011. AN AUTHORIZED COMMITTEE OF SHC'S BOARD ADOPTED THE DOCUMENT RETENTION AND DESTRUCTION POLICY BEFORE THE END OF FY 2012. PROCEDURES FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR SHC'S CEO AND OTHER TOP MANAGEMENT REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES THE COMMITTEE WITH COMPARABLE MARKET DATA FROM THE FORMS 990 OF COMPARABLE ORGANIZATIONS SUPPLEMENTED BY PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTS ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF SHC. THE VALUE OF EACH PAY ELEMENT AND THE TOTAL PACKAGE ARE REVIEWED EACH SEPTEMBER PRIOR TO ANY PAY ACTIONS BEING APPROVED BY THE COMPENSATION COMMITTEE. SPECIFIC FACTS AND CIRCUMSTANCES OF EACH ROLE, INCUMBENT, THEIR PERFORMANCE, SKILLS AND RESPONSIBILITIES ARE REVIEWED AND ASSESSED INDIVIDUALLY. THE COMMITTEE RECEIVES RECOMMENDATIONS FROM THE CEO AS TO PAY ACTIONS FOR EACH INCUMBENT. THESE RECOMMENDATIONS ARE DISCUSSED AND THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED AS TO THE FINAL PAY ACTION APPROVED ALONG WITH THE RATIONALE FOR THE DECISION. THIS PROCESS OCCURS ANNUALLY AND IN CONJUNCTION WITH ANY PROGRAMMATIC CHANGE THAT COULD POTENTIALLY IMPACT THE PAY OR BENEFITS OF EXECUTIVES. AVAILABILITY OF GOVERNING DOCUMENTS FORM 990, PART VI, LINE 19 COPIES OF THE FINANCIAL STATEMENTS ARE AVAILABLE ON SHC'S WEBSITE. FURTHERMORE, THE STATEMENTS OF OPERATIONS AND BALANCE SHEET ARE PART OF THE UNIVERSITY'S ANNUAL REPORT POSTED ON THE ORGANIZATION'S PUBLIC WEBSITE. COPIES OF THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE GENERALLY NOT AVAILABLE FOR PUBLIC INSPECTION BUT REQUESTS WILL BE EVALUATED ON A CASE-BY-CASE BASIS. HOURS AT RELATED ORGANIZATIONS FORM 990, PART VII CHRISTOPHER DAWES: 50 HOURS AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL PHILIP PIZZO: 50 HOURS AT STANFORD UNIVERSITY NORMAN RIZK: 50 HOURS AT STANFORD UNIVERSITY JOHN MORGRIDGE: 10 HOURS AT STANFORD UNIVERSITY ANN WEINACKER MD: 50 HOURS AT STANFORD UNIVERSITY UNDER A PURCHASED SERVICES ARRANGEMENT WITH LPCH, SHC LEASES CERTAIN EMPLOYEES TO LPCH. SHC PAYS THE LEASED EMPLOYEES DIRECTLY AND FILES THE REQUIRED FEDERAL AND STATE INFORMATIONAL RETURNS. CHRISTOPHER DAWES IS A DIRECTOR OF SHC. FOR FY11 HE WAS ALSO THE PRESIDENT AND CEO OF THE LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD, A RELATED ORGANIZATION. MR. DAWES RECEIVES COMPENSATION FROM SHC FOR HIS SERVICES AT LPCH UNDER THE PURCHASE SERVICE ARRANGEMENT DESCRIBED ABOVE. MR DAWES RECEIVED NO COMPENSATION FOR HIS DUTIES AS A DIRECTOR OF SHC. FORM 990, PART X, COLUMN (B) END OF YEAR BALANCES REFLECT THE FOLLOWING RECLASSIFICATIONS: - INVESTMENT IN UNIVERSITY MANAGED POOL AND OTHER INVESTMENTS FROM LINE 13 (INVESTMENTS - PROGRAM RELATED) TO LINE 12 (INVESTMENTS - OTHER SECURITIES); AND - ASSETS HELD BY TRUSTEE FROM LINE 13 (INVESTMENTS - PROGRAM RELATED) TO LINE 15 (OTHER ASSETS). RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 5 ADDITIONAL MINIMUM PENSION LIABILITY $12,902,000 INTEREST RATE SWAP MTM $671,827 EQUITY TRANSFER $355,234 CHANGE IN NET UNREALALIZED GAINS ($125,704) PET/CT INCOME: BOOK/TAX DIFFERENCE ($317) TRANSFER TO UNITED HEALTHCARE ALLIANCE ($13,224,337) ROUNDING ADJUSTMENT TO BALANCE TO FINANCIAL STATEMENTS $4 OTHER CHANGES IN NET ASSETS $578,707 TAX EXEMPT BONDS FORM 990, SCHEDULE K, PART I, ATTACH.K-I(F) BOND ISSUES: A CUSIP#: 13033FMM9 SERIES: 2003 SERIES A DESCRIPTION OF PURPOSE: ACQUISITION OF LAND AND BUILDINGS, HOSPITAL FACILITY RENOVATIONS, INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE, MEDICAL AND OTHER EQUIPMENT. BOND ISSUES: B CUSIP#: 13033F3U2 SERIES: 2008 SERIES A&B DESCRIPTION OF PURPOSE:CURRENT REFUNDING OF 2006 SERIES A & B; DATE OF ISSUE MARCH 9, 2006. BOND ISSUES: C CUSIP#: 13033LJH1 SERIES: 2010 SERIES A DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 1998 SERIES B; DATE OF ISSUE MARCH 31, 1998. BOND ISSUES: C CUSIP#: 13033LJH1 SERIES: 2010 SERIES B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2003 SERIES B, C, AND D; DATE OF ISSUE JULY 1, 2003. FORM 990, SCHEDULE K, PART II, LINE 3A Total proceeds of issue does not match issue price due to $1,566,377 of interest earnings from the project fund. TAX-EXEMPT BONDS F0RM 990, SCHEDULE K, PART IV, ATTACH. K-IV3(B)&(C) ISSUE: B SERIES: 2008 SERIES B1 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 ISSUE: B SERIES: 2008 SERIES B2 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 * Novated from original counterparty, J.P. Morgan Chase Bank N.A. effective January 1, 2011. TAX-EXEMPT BONDS F0RM 990, SCHEDULE K, ATTACH K-IV4(B),(C), AND (D) ISSUE: A SERIES: 2003A/RESERVE FUND NAME OF PROVIDER: LEHMAN BROTHERS SPECIAL FINANCING, INC. TERM OF GIC: 5.2 ISSUE: A SERIES: 2003A/PROJECT FUND NAME OF PROVIDER: TRINITY FUNDING COMPANY, LLC TERM OF GIC: 2.9 NOTE: IN REFERENCE TO PART IV4(D), THE GIC FOR THE PROJECT FUND SATISFIED THE REGULATORY SAFE HARBOR FOR ESTABLISHING FAIR MARKET VALUE, WHILE THE FAIR MARKET VALUE OF THE GIC FOR THE RESERVE FUND WAS DEMONSTRATED TO THE SATISFACTION OF THE IRS ON PRIOR AUDIT.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

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

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
STANFORD HEALTH SERVICES
 
Employer identification number

94-6174066
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income



(e)
End-of-year assets


(f)
Direct controlling
entity









(1) MENLO HEALTH ALLIANCE LLC
1300 CRANE STREET
MENLO PARK,CA94025
94-3192446
HEALTH CARE CA 9,967,971 0 NA
 










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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section



(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled organization
Yes No
(1) LELAND STANFORD JUNIOR UNIVERSITY

3145 PORTER DR

PALO ALTO,CA94304
94-1156365
ACADEMIA CA 501(C)(3) 2 NA
 
 
 
(2) LUCILE SALTER PACKARD CHILDRENS HOSPITAL

725 WELCH ROAD MC 5553

PALO ALTO,CA94304
77-0003859
HEALTHCARE CA 501(C)(3) 3 STANFORD
 
 
 
(3) THE FREIDENRICH SUPPORT FOUNDATION

3145 PORTER DRIVE

PALO ALTO,CA94304
30-0519583
EDUCATIONAL CA 501(C)(3) 11, TYPE 1 STANFORD
 
 
 
(4) SHR HOLDINGS INC

3145 PORTER DRIVE

PALO ALTO,CA94304
94-3187167
REAL ESTATE CA 501(C)(25) N/A STANFORD
 
 
 
(5) STANFORD UNIV TRUST POST RETEMPYNT BEN

3145 PORTER DRIVE

PALO ALTO,CA94304
94-3246199
BENEFITS CA 501(C)(9) N/A STANFORD
 
 
 
(6) UNIVERSITY HEALTHCARE ALLIANCE

855 OAK GROVE AVE SUITE 100

MENLO PARK,CA94205
94-3192446
HEALTHCARE CA 501(C)(3) 3 NA
 
 
 


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



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) ARCOLA LP

C/O ARCOLOA GP LLC 1 EMBARCADERO C
SAN FRANCISCO,CA02108
20-4222260
REAL ESTATE D DE NA
 
N/A 0 0     0     0 %
(2) ATWATER 12 LP

2001 ROSS AVENUE SUITE 3400
DALLAS,TX75201
75-2944481
REAL ESTATE I DE NA
 
N/A 0 0     0     0 %
(3) AVENUE ASIA CAPITAL PARTNERS LP

399 Park Avenue 6th Floor
NEW YORK,NY10022
01-0553224
FOREIGN INV. DE NA
 
N/A 0 0     0     0 %
(4) JER R E QUALIFIED PARTNERS EUROPE LP

C/O JE ROBERT COS 1650 TYSON BL
STE MCLEAN,VA22102
54-2029560
REAL ESTATE I DE NA
 
N/A 0 0     0     0 %
(5) KEB INVESTORS II LP

wASHINGTON MALL STE 304 7 REID ST
HAMILTON,BDHM11
BD
FOREIGN INV.   NA
 
N/A 0 0     0     0 %
(6) LINCOLN COMMERCE PARK II LTD

PO BOX 1920
DALLAS,TX75221
20-4681486
REAL ESTATE D DE NA
 
N/A 0 0     0     0 %
(7) PALO ALTO LP

WHITELEY CHAMBERS DON STREET
ST. HELIER,JEXCJE49WG
JE
FOREIGN INV. JE NA
 
N/A 0 0     0     0 %
(8) PARMENTER REALTY FUND II LP

1111 BRICKELL AVENUE SUITE 2910
MIAMI,FL33131
20-0973616
REAL ESTATE I DE NA
 
N/A 0 0     0     0 %
(9) REGENT OFFICE CENTER LP

c/o Bentall Kennedy US LP 1215 4
SEATTLE,WA98161
91-2116424
REAL ESTATE I TX NA
 
N/A 0 0     0     0 %
(10) SANDPIPER FUND LP

2100 MCKINNEY AVENUE SUITE 1770
DALLAS,TX75201
26-0341626
INV. IN SECUR TX NA
 
N/A 0 0     0     0 %
(11) SAROFIM MULTIFAMILY PARTNERS LP

8115 PRESTON ROAD SUITE 400
DALLAS,TX75225
20-1929002
Real Estate D DE NA
 
N/A 0 0     0     0 %
(12) SIC PARTNERS LLC

C/O STANFORD MGT CO 635 KNIGHT WA
STANFORD,CA94305
30-0312996
REAL ESTATE D CA NA
 
N/A 0 0     0     0 %
(13) SKY HARBOR ASSOCIATES LP

PO BOX 1920
DALLAS,TX75221
20-5803431
COMM. PROP. I DE NA
 
N/A 0 0     0     0 %
(14) SNOWCREEK VI PARTNERS LLC

C/O SMC 2770 SAND HILL RD
MENLO PARK,CA94025
86-1089966
REAL ESTATE D CA NA
 
N/A 0 0     0     0 %
(15) STERLING STAMOS REAL ASSETS FUND (A) LP

250 PARK AVENUE 29TH FLOOR
NEW YORK,NY10022
20-3949682
REAL ESTATE I DE NA
 
N/A 0 0     0     0 %
(16) DEK PORTFOLIO LLC

C/O SPAULDING SLYE INV 1 PO S
BOSTON,MA02109
04-3446765
REAL ESTATE I DE NA
 
N/A 0 0     0     0 %
(17) BROWN BARK I LP

PO BOX 1068
STAFFORD,TX774971068
72-1604614
NOTES REC. IN DE NA
 
N/A 0 0     0     0 %
(18) BROWN BARK II LP

PO BOX 1068
STAFFORD,TX774971068
20-8727391
NOTES REC. IN DE NA
 
N/A 0 0     0     0 %
(19) BROWN BARK III LP

PO BOX 1068
STAFFORD,TX774971068
26-1780743
NOTES REC. IN DE NA
 
N/A 0 0     0     0 %
(20) FORTRESS IW COINVESTMENT (FUND B) LP

1345 AVE OF THE AMERICAS 23RD FL
NEW YORK,NY10105
98-0509639
TRAVEL INV NY NA
 
N/A 0 0     0     0 %
(21) JER REAL ESTATE PARTNERS EUROPE II LP

CLARGES HOUSE 6-12 CLARGES ST
LONDON,UKW1J8AD
UK
REAL ESTATE I UK NA
 
N/A 0 0     0     0 %
(22) GRE PROPERTIES LLC

3145 PORTER DRIVE
PALO ALTO,CA94304
94-1156365
REAL ESTATE AZ NA
 
N/A 0 0     0     0 %
(23) STANFORD PET-CT LLC

300 PASTEUR DRIVE M/C 5555
STANFORD,CA94305
61-1423414
MED. DIAGNOSI CA NA
 
N/A 0 0     0     0 %
(24) CYPRESS MARINA HEIGHTS LP

2716 COEAN PARK BLVD SUITE 3025
SANTA MONICA,CA90405
95-4887979
REAL ESTATE INV CA NA
 
N/A 0 0     0     0 %
(25) CEE EQUITY HOLDINGS LP

Elizabeth House 9 Castle St
St. Helier, Jersey,JEJE4 2QP
JE
INVESTMENTS JE NA
 
N/A 0 0     0     0 %
(26) LSF V DHB HOLDINGS LP

2711 North Haskell Avenue Suite 17
DALLAS,TX75204
27-2858604
INVESTMENTS IN RE DE NA
 
N/A 0 0     0     0 %
(27) SIC SNOWCREEK VIII LLC

635 KNIGHT WAY
STANFORD,CA94305
27-5431605
REAL ESTATE DEV CA NA
 
N/A 0 0     0     0 %
(28) Stanford Emanuel Radiation Oncology Ctr

880 E TUOLUMNE RD
TURLOCK,CA95381
20-8885091
RADIATION CA NA
 
RELATED 182,384 1,664,944   No 0   No 60.000 %
(29) SHI LLC

1209 ORANGE STREET
WILMINGTON,DE19801
HOLDING CO. CA NA
 
EXCLUDED -394,301 41,605,377   No 0   No 82.000 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



(b)
Primary activity



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


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

(f)
Share of total income



(g)
Share of
end-of-year
assets

(h)
Percentage
ownership


(1) MARINER VOYAGER INTERNATIONAL LTD
C/O STUARTS CORP SVCS PO BOX 2510
GEORGE TOWN,N/AN/A
CJ
INVESTMENTS CJ NA
 
C CORP 0 0 0 %
(2) NWQ CONCENTRATED FUND LTD
WALKER HOUSE 87 MARY STREET
GEORGE TOWN,N/AKY1-9002
CJ
68-0661555
INVESTMENTS CJ NA
 
C CORP 0 0 0 %
(3) STANFORD SGGS EUROPE INC
UGLAND HOUSE S CHURCH ST
PO BOX 309GT, GEORGE TOWN,N/AN/A
CJ
13-1684331
INVESTMENTS CJ NA
 
C CORP 0 0 0 %
(4) BLACK RIVER EMEA INVESTORS FUND LTD
UGLAND HOUSE S CHURCH ST
GEORGE TOWN,N/AN/A
CJ
98-0428006
INVESTMENTS CJ NA
 
C CORP 0 0 0 %
(5) EAST SAIL
C/O INTL FS INC IFS COURT
TWENTYEIGHT, CYBERCITY, EBENE    
MP
INVESTMENTS MP NA
 
C CORP 0 0 0 %
(6) GAVEA INVESTMENT FUND II-C LP
PO BOX 896GT HARBOUR CENTRE
GEORGE TOWN    
CJ
98-0537952
INVESTMENTS CJ NA
 
C CORP 0 0 0 %
(7) JER ALBERTA LP
C/O JE ROBERT COS 1650 TYSON BLVD
MCLEAN,VA22102
98-0423557
INVESTMENTS CA NA
 
C CORP 0 0 0 %
(8) JER ALBERTA III LP
C/O JE ROBERT COS 1650 TYSON BLVD
MCLEAN,VA22102
98-0493425
INVESTMENTS CA NA
 
C CORP 0 0 0 %
(9) MARBLETON PROPERTY FUND (ALBERTA) LP
C/O JE ROBERT COS 1650 TYSON BLVD
MCLEAN,VA22102
98-0531893
Real Estate I CA NA
 
C CORP 0 0 0 %
(10) CLAT (16)
 
 
CHARITABLE TRUSTS CA NA
 
TRUST 0 0 0 %
(11) CRT (493)
 
 
CHARITABLE TRUSTS CA NA
 
TRUST 0 0 0 %
(12) OTHER (11)
 
 
CHARITABLE TRUSTS CA NA
 
TRUST 0 0 0 %
(13) PIF (94)
 
 
CHARITABLE TRUSTS CA NA
 
TRUST 0 0 0 %
(14) PARDUS SPECIAL OPPORTUNITIES FUND II LTD
c/o Walkers SPV Ltd WALKER HOUSE
87 MARY ST GEORGE TOWN,CJKY1-9002
CJ
INVESTMENT CJ NA
 
C CORP 0 0 0 %
(15) MIDPOINT TECHNOLOGY PARK
3145 PORTER DR
PALO ALTO,CA94304
94-3287254
REAL ESTATE CA NA
 
C CORP 0 0 0 %
(16) NORTHWEST CAMPUS MIDPOINT
3145 PORTER DR
PALO ALTO,CA94304
20-1627958
REAL ESTATE CA NA
 
C CORP 0 0 0 %
(17) STANFORD PROGRAMME (CAPE TOWN)
WAVERLY BUSINESS PARK BUILDING 11
CAPE TOWN    
SF
EDUCATION SF NA
 
C CORP 0 0 0 %
(18) THE HONG KONGSU CHARITABLE TRUST
 
 
EDUCATION HK NA
 
TRUST 0 0 0 %
(19) THE STANFORD TRUST (UK)
 
 
EDUCATION UK NA
 
TRUST 0 0 0 %
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type(a-r)
(c)
Amount involved
(d)
Method of determining amount involved
(1) LPCH

K 70,495,580  
(2) LPCH

L 1,253,891  
(3) LPCH

M 3,827,145  
(4) LPCH

N 17,955,092  
(5) LPCH

O 198,713  
(6) LPCH

P 319,388,963  
(7) SHI LLC

Q 8,402,061  
(8) SEROC

P 381,233  
(9) UNIVERSITY HEALTHCARE ALLIANCE

B 4,900,000  
(10) UNIVERSITY HEALTHCARE ALLIANCE

B 8,324,000  
(11) UNIVERSITY HEALTHCARE ALLIANCE

I 2,059,404  
(12) UNIVERSITY HEALTHCARE ALLIANCE

K 174,296  
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Are all
partners
section
501(c)(3)
organizations?
(e)
Share of
end-of-year
assets
(f)
Disproprtionate allocations?
(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065)
(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: