TY 2012 Form 990

- TIN:

Form990

Department of the Treasury
Internal Revenue Service

Return of Organization Exempt From Income Tax

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

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

OMB No. 1545-0047

2012

Open to Public Inspection

A For the 2012 calendar year, or tax year beginning 07-01-2012 , 2012, and ending 06-30-2013

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

CName of organization
ST JUDE HOSPITAL YORBA LINDA

Doing Business As
ST JOSEPH HERITAGE HEALTHCARE

Number and street (or P.O. box if mail is not delivered to street address)
500 S MAIN STREET
Suite 1000

Room/suite

City or town, state or country, and ZIP + 4
ORANGE, CA92868

D Employer identification number

33-0185031

E Telephone number

G Gross receipts $ 480,726,545

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

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

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

Website:

www.stjhs.org

H(a)

Is this a group return for
affiliates? Yes No

H(b)

Are all affiliates included?

Yes No

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

H(c)

Group exemption number MediumBullet

0928

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1986

M State of legal domicile: CA

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	4
5	Total number of individuals employed in calendar year 2011 (Part V, line 2a) ......	5	1,606
6	Total number of volunteers (estimate if necessary) .............	6	1
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,000,000	65,537
9	Program service revenue (Part VIII, line 2g) .........	400,165,367	479,609,404
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	530,849	1,051,604
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)...................	402,696,216	480,726,545
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	92,676,180	115,648,592
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	340,821,598	418,834,460
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	433,497,778	534,483,052
19	Revenue less expenses. Subtract line 18 from line 12.......	-30,801,562	-53,756,507
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	121,866,854	270,124,848
21	Total liabilities (Part X, line 26).............	103,510,532	113,132,022
22	Net assets or fund balances. Subtract line 21 from line 20.....	18,356,322	156,992,826

Part II

Signature Block

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

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name MediumBullet

Firm's EIN MediumBullet

Firm's address MediumBullet

Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ............YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y

Form 990 (2012)

Page 2

Part III

Statement of Program Service Accomplishments

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

Briefly describe the organization’s mission: SEE SCHEDULE O

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

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

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

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

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 468,200,983 including grants of $ 0 ) (Revenue $ 479,609,404 )
	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 expenses468,200,983

Form 990 (2012)

Page 3

Part IV

Checklist of Required Schedules

Yes

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

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

Yes

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

...

Yes

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

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........

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

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

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

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

...

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

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

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

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

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

......

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

Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI. Click to see attachment

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

11a

Yes

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

.......

11b

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

.......

11c

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

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

11d

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

11e

Yes

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

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

11f

Yes

12a

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

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

12a

Yes

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

12b

Yes

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

14a

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

14a

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

14b

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 United States? If “Yes,” complete Schedule F, Parts II and IV

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 United States? If “Yes,” complete Schedule F, Parts III and IV...

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 (see instructions)....

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

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

20a

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

20a

If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Form 990 (2012)

Page 4

Part IV

Checklist of Required Schedules (continued)

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

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

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

Yes

24a

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

24a

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

24b

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

24c

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

24d

25a

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

25a

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

25b

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

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

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

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

28a

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

28b

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

28c

Yes

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

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

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

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

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

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

Yes

35a

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

35a

Yes

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

35b

Yes

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

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

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

Yes

Form 990 (2012)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance

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

Yes

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

1,950

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

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

Yes

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

1,606

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)

Yes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Sponsoring organizations maintaining donor advised funds.

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

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

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

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

10a

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

10b

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

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

11a

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

11b

12a

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

12a

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

12b

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

Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.

13a

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

13b

Enter the amount of reserves on hand ............

13c

14a

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

14a

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

14b

Form 990 (2012)

Page 6

Part VI

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

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

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year .....................

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

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

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

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

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

Yes

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

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

Yes

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

Yes

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

Yes

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

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

Yes

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

Yes

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

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

Yes

10a

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

10a

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

10b

11a

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

11a

Yes

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

12a

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

12a

Yes

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

12b

Yes

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

12c

Yes

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

Yes

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

Yes

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

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

15a

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

15b

Yes

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

16a

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

16a

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

16b

Section C. Disclosure

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

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

Own website Another's website Upon request Other (explain in Schedule O)

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

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

MONICA HACKER500 S MAIN STREET SUITE 1000ORANGECA92868 (714) 937-7033

Form 990 (2012)

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. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

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

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

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

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)			(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) DONALD BITTNER MD........................................................................ BOARD TRUSTEE	2.0 .......................0.0	X			0	0	0
(2) ANNE FORD MD........................................................................ SECRETARY	2.0 .......................0.0	X	X		0	0	0
(3) ROBERT J FRASCHETTI........................................................................ BOARD TRUSTEE	2.0 .......................0.0	X			0	0	0
(4) MICHAEL GILBERT MD........................................................................ BOARD TRUSTEE	2.0 .......................0.0	X			0	0	0
(5) BRIAN HELLELAND........................................................................ BOARD TRUSTEE	2.0 .......................50.0	X			0	556,799	44,957
(6) MARK JABLONSKI........................................................................ BOARD TRUSTEE	2.0 .......................50.0	X			0	401,563	42,877
(7) DANIEL KIM MD........................................................................ BOARD TRUSTEE	2.0 .......................0.0	X			0	0	0
(8) KENNETH MCFARLAND........................................................................ BOARD TRUSTEE	2.0 .......................50.0	X			0	961,964	54,622
(9) DARRIN MONTALVO........................................................................ BOARD TRUSTEE	2.0 .......................50.0	X			0	1,061,855	56,024
(10) STEVE MOREAU........................................................................ BOARD TRUSTEE	2.0 .......................50.0	X			0	825,221	27,576
(11) LEE PENROSE........................................................................ BOARD TRUSTEE	2.0 .......................50.0	X			0	899,216	45,647
(12) JAMES PIEROG MD........................................................................ BOARD TRUSTEE	2.0 .......................0.0	X			0	6,438	0
(13) DONALD PRATT MD........................................................................ BOARD TRUSTEE	2.0 .......................0.0	X			0	90,090	0
(14) STEWART SHANFIELD MD........................................................................ BOARD TRUSTEE	2.0 .......................0.0	X			0	0	0
(15) CR BURKE........................................................................ CEO	50.0 .......................0.0	X	X		0	721,026	33,487
(16) TINA MYCROFT........................................................................ CFO	50.0 .......................0.0		X		68,187	347,218	50,534
(17) KEVIN MANEMANN........................................................................ COO, SOUTHERN CALIFORNIA	50.0 .......................0.0			X	377,893	0	45,339

Form 990 (2012)

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 (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) CHARLES FOSTER........................................................................ VP ADMINISTRATOR SJOHMG	50.0 .......................0.0	X		295,075	0	40,367
(19) ROBERT JUST III........................................................................ COO, NORTHERN CALIFORNIA	50.0 .......................0.0	X		167,151	0	37,580
(20) RON MORELAND........................................................................ SR VP SJHH NSS	50.0 .......................0.0	X		519,555	0	54,776
(21) ROBERT O'NEIL........................................................................ VP PHYSICIANS RELATIONS SO CAL	50.0 .......................0.0	X		233,978	0	23,373
(22) CORY RAYYES........................................................................ VP COO SJHAP	50.0 .......................0.0	X		271,188	0	37,075
(23) JOHN BENNETT........................................................................ CHIEF ADMINISTRATIVE OFFICER	50.0 .......................0.0		X	405,530	0	45,647
(24) JUDY DANFORTH........................................................................ VP EDU/GROUP IMPLEMENTATION	50.0 .......................0.0		X	256,431	0	25,202
(25) GREGORY JONES........................................................................ VP-TECH/MEDGROUP DEVELOPMENT	50.0 .......................0.0		X	222,491	0	29,356
(26) JAMES HALL........................................................................ EXECUTIVE DIRECTOR	50.0 .......................0.0		X	189,222	0	32,626
(27) LINDA VIOLAS........................................................................ DIRECTOR CLINICAL MGMT SVCS	50.0 .......................0.0		X	170,431	0	30,751

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	3,177,132	5,871,390	757,816

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

Yes

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

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

Yes

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

Section B. Independent Contractors

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

(A) Name and business address	(B) Description of services	(C) Compensation
ST JUDE HERITAGE MEDICAL GROUP, 279 E IMPERIAL HWY STE 710FULLERTONCA92635	PHYSICIAN FEES	60,149,598
YORBA PARK MEDICAL GROUP II INC, 2501 CHAPMAN AVENUEORANGECA92869	PHYSICIAN FEES	19,206,694
MORAN ROWEN AND DORSEY INC, PO BOX 14005ORANGECA92868	CAPITATION & CLAIMS	8,136,595
ALLIED ANESTHESIA MEDICAL GROUP, PO BOX 1628ORANGECA92856	CAPITATION & CLAIMS	7,508,276
ONCOLOGY NETWORK OF ORANGE COUNTY, 1820 W ORANGEWOOD STE 107ORANGECA92868	ONCOLOGY SERVICES	6,158,664
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 230

Form 990 (2012)

Page 9

Part VIII

Statement of Revenue

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

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512, 513, or 514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d		65,537
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f

g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......			65,537
			Business Code
2a	NET PATIENT SERVICES		622110	463,444,289	463,444,289
b	PATIENT CARE/HEALTH PLAN REIMBURSEMENTS		622110	3,709,478	3,709,478
c	CLINICAL TRIALS-PATIENT RELATED		541710	275,000	275,000
d	REIMBURSEMENT EHR & USE INCENTIVE		622110	3,223,120	3,223,120
e	MOB RENTAL		531120	1,346,158	1,346,158
f	All other program service revenue .			7,611,359	7,611,359
g	Total. Add lines 2a–2f........			479,609,404
3	Investment income (including dividends, interest, and other similar amounts).......			116,744			116,744
4	Income from investment of tax-exempt bond proceeds..			0
5	Royalties...........			0
		(i) Real	(ii) Personal
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)	0	0
d	Net rental income or (loss).......			0
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	934,860
b	Less: cost or other basis and sales expenses
c	Gain or (loss)	934,860
d	Net gain or (loss)..........			934,860			934,860
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...			0
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..			0
Miscellaneous Revenue			Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See Instructions......			480,726,545	479,609,404		1,051,604

Form 990 (2012)

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

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to governments and organizations in the United States. See Part IV, line 21	0
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	0
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16	0
4	Benefits paid to or for members	0
5	Compensation of current officers, directors, trustees, and key employees ....	2,742,793		2,742,793
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages	78,146,954	52,049,190	26,097,764
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	3,282,994	1,935,368	1,347,626
9	Other employee benefits .......	24,996,596	18,181,255	6,815,341
10	Payroll taxes ...........	6,479,255	4,327,515	2,151,740
11	Fees for services (non-employees):
a	Management ......	1,555,080		1,555,080
b	Legal .........	1,475,387	23,091	1,452,296
c	Accounting ...........	140,644		140,644
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........	321,305,515	314,327,749	6,977,766
12	Advertising and promotion ....	346,396	48,196	298,200
13	Office expenses .......	4,459,026	2,982,332	1,476,694
14	Information technology ......	5,947,268	342,368	5,604,900
15	Royalties ..	0
16	Occupancy ...........	21,242,578	19,563,194	1,679,384
17	Travel ............	785,478	289,038	496,440
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0
19	Conferences, conventions, and meetings ....	239,292	58,523	180,769
20	Interest ...........	4,054,647	3,794,077	260,570
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization .....	10,764,321	5,933,135	4,831,186
23	Insurance ..............	3,538,283	2,756,260	782,023
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MEDICAL SUPPLIES	37,207,271	37,202,185	5,086
b	DUES/MEMBERSHIP	947,462	737,002	210,460
c	RECRUITING	451,471	281,062	170,409
d	ALL OTHER EXPENSES	4,374,341	3,369,443	1,004,898
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	534,483,052	468,200,983	66,282,069	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2012)

Page 11


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing .............			0	1	0
2	Savings and temporary cash investments .........			11,702,953	2	3,944,950
3	Pledges and grants receivable, net ...........			0	3	0
4	Accounts receivable, net .............			16,137,829	4	21,976,639
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
				0	6	0
7	Notes and loans receivable, net .............			0	7	0
8	Inventories for sale or use ..............			1,247,411	8	1,510,600
9	Prepaid expenses and deferred charges ..........			2,213,601	9	3,338,989
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	132,100,187
b	Less: accumulated depreciation .....	10b	51,981,054	69,986,153	10c	80,119,133
11	Investments—publicly traded securities ..........			14,264,552	11	15,063,144
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 .....			0	13	0
14	Intangible assets ...............			0	14	132,634,987
15	Other assets. See Part IV, line 11 ...........			6,314,355	15	11,536,406
16	Total assets. Add lines 1 through 15 (must equal line 34)......			121,866,854	16	270,124,848
17	Accounts payable and accrued expenses .........			31,341,096	17	42,794,719
18	Grants payable .................			0	18	0
19	Deferred revenue ................			0	19	0
20	Tax-exempt bond liabilities .............			0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D..			0	21	0
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........			0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..			0	23	0
24	Unsecured notes and loans payable to unrelated third parties ....			0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................			72,169,436	25	70,337,303
26	Total liabilities. Add lines 17 through 25.........			103,510,532	26	113,132,022
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			16,500,822	27	155,891,493
28	Temporarily restricted net assets ...........			1,855,500	28	1,101,333
29	Permanently restricted net assets ...........			0	29	0
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........				30
31	Paid-in or capital surplus, or land, building or equipment fund .....				31
32	Retained earnings, endowment, accumulated income, or other funds				32
33	Total net assets or fund balances ...........			18,356,322	33	156,992,826
34	Total liabilities and net assets/fund balances ........			121,866,854	34	270,124,848

Form 990 (2012)

Page 12

Part XI

Reconcilliation of Net Assets

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

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

480,726,545

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

534,483,052

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

-53,756,507

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

18,356,322

Net unrealized gains (losses) on investments ...............

-136,269

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

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

192,529,280

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))

156,992,826

Part XII

Financial Statements and Reporting

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

Yes

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

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

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

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

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If “Yes,” to line 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?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

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

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

Form 990 (2012)

Form 990, Special Condition Description:

Special Condition Description

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2012

Open to Public
Inspection

Name of the organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

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

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

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

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

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

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

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

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

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

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

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of

its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

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

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

Type I

Type II

Type III - Functionally integrated

Type III - Non-functionally integrated

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

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

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

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

Yes

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

11g(i)

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

11g(ii)

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

11g(iii)

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

(i) Name of supported organization	(ii) EIN	(iv) Is the organization in col. (i) listed in your governing document?		(v) Did you notify the organization in col. (i) of your support?		(vi) Is the organization in col. (i) organized in the U.S.?		(vii) Amount of monetary support
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of monetary support


Total

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

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2012

Page 2

Part II

Support Schedule for Organizations Described in Sections 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) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(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) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11	Total support (Add lines 7 through 10).

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

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

Section C. Computation of Public Support Percentage

Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2011 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2012. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2011. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2012. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2011. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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

Schedule A (Form 990 or 990-EZ) 2012

Page 3

Part III

Support Schedule for Organizations Described in Section 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) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(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) 2008	(b) 2009	(c) 2010	(d) 2011	(e) 2012	(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.)..

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

Section C. Computation of Public Support Percentage

Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2011 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2011 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2012. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ........ right arrow

33 1/3% support tests—2011. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

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

Schedule A (Form 990 or 990-EZ) 2012

Page 4

Part IV

Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2012

Additional Data

Software ID:
Software Version:

- TIN:

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

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

OMB No. 1545-0047

2012

Name of the organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

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

Special Rules

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

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

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

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

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

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 2

Name of organization ST JUDE HOSPITAL YORBA LINDA

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	RESTRICTED RESTRICTED RESTRICTED RESTRICTED, RESTRICTED RESTRICTED	$RESTRICTED	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 3

Name of organization ST JUDE HOSPITAL YORBA LINDA

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 4

Name of organization
ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

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

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions.

OMB No. 1545-0047

2012

Open to Public Inspection

Name of the organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate contributions to (during year) ...
3	Aggregate grants from (during year) .....
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ....................	2d

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

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

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

Yes No

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

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

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

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

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

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

Assets included in Form 990, Part X ............................... SchDMd Bullet

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

Cat. No. 52283D

Schedule D (Form 990) 2012

Page 2

Part III

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

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

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

Yes No

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


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

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

Yes No

If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....
b	Contributions ........
c	Net investment earnings, gains, and losses
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

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

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

Yes

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

3a(i)

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

3a(ii)

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

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

Part VI

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

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	4,855,270		4,855,270
b	Buildings ................	49,297,944	6,004,658	43,293,286
c	Leasehold improvements ............	23,041,709	10,315,818	12,725,891
d	Equipment ................	49,348,135	35,660,578	13,687,557
e	Other .................	5,557,129	0	5,557,129
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				80,119,133

Schedule D (Form 990) 2012

Page 3

Part VII

InvestmentsOther Securities. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)		(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
Other








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

Part VIII

InvestmentsProgram Related. See Form 990, Part X, line 13.

(a) Description of investment type		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

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

(a) Description				(b) Book value









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

Part X

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

1.(a) Description of liability		(b) Book value
Federal income taxes		0
DUE TO THIRD PARTY PAYORS		1,706,459
OTHER NON CURRENT LIABILITIES		1,576,629
PAYABLE TO AFFILIATES		15,189,102
ASSET CONTRUCTED FOR OTHERS		45,362,127
DEFERRERD RENT LIABILITY		1,026,209
TENANT IMPROVEMENT LIABILITY		62,188
OTHER LONG TERM DEBT		1,014,589
NON-COMPETE LIABILITY		4,400,000

Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		70,337,303
2. Fin 48 (ASC 740) Footnote. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................

Schedule D (Form 990) 2012

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1	Total revenue, gains, and other support per audited financial statements .......			1	480,857,791
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a	-136,269
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	754,166
e	Add lines 2a through 2d .....................			2e	617,897
3	Subtract line 2e from line 1.....................			3	480,239,894
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 XIII.) ...........	4b	486,651
c	Add lines 4a and 4b.......................			4c	486,651
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	480,726,545

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1	Total expenses and losses per audited financial statements ...........			1	534,061,450
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 XIII.) ............	2d	-421,602
e	Add lines 2a through 2d......................			2e	-421,602
3	Subtract line 2e from line 1.....................			3	534,483,052
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 XIII.) ............	4b
c	Add lines 4a and 4b.......................			4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	534,483,052

Part XIII

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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Identifier	Return Reference	Explanation
ASC 740 (FIN 48) FOOTNOTE	FORM 990, SCHEDULE D, PART X, LINE 2	ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES HAS BEEN ACCRUED AT JUNE 30, 2013 OR 2012.
OTHER AMOUNTS INCLUDED ON BOOK REVENUE	FORM 990, SCHEDULE D, PART XI, LINE 2d	RESTRICTED CONTRIBUTIONS PREVIOUSLY REPORTED FOR TAX $ 754,166
OTHER AMOUNTS INCLUDED ON RETURN REVENUE	FORM 990, SCHEDULE D, PART XI, LINE 4B	DEPRECIATION ON ASSET CONSTRUCTED FOR OTHER $ 172,606 INTEREST EXPENSE ON ASSET CONSTRUCTED FOR OTHER $ 248,508 DONATION FROM ST. JUDE MEDICAL CENTER $ 65,537 ----------- TOTAL $ 486,651
OTHER AMOUNTS INCLUDED ON RETURN EXPENSE	FORM 990, SCHEDULE D, PART XII, LINE 2D	ROUNDING $ ( 488) DEPRECIATION ON ASSET CONSTRUCTED FOR OTHER $ (172,606) INTEREST EXPENSE ON ASSET CONSTRUCTED FOR OTHER $ (248,508) ----------- $ (421,602)

Schedule D (Form 990) 2012

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet

Attach to Form 990. SchJMediumBullet

See separate instructions.

OMB No. 1545-0047

2012

Open to Public Inspection

Name of the organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

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

Travel for companions Payments for business use of personal residence

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

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

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

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

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

Yes

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

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

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

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

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

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

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

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

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

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

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

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

Cat. No. 50053T

Schedule J (Form 990) 2012

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported as deferred in prior Form 990
(1)BRIAN HELLELANDBOARD TRUSTEE	(i) (ii)	0 344,079	0 120,921	0 91,799	0 12,451	0 32,506	0 601,756	0 0
(2)MARK JABLONSKIBOARD TRUSTEE	(i) (ii)	0 240,240	0 90,976	0 70,347	0 24,544	0 18,333	0 444,440	0 0
(3)KENNETH MCFARLANDBOARD TRUSTEE	(i) (ii)	0 472,378	0 310,808	0 178,778	0 22,317	0 32,305	0 1,016,586	0 0
(4)DARRIN MONTALVOBOARD TRUSTEE	(i) (ii)	0 642,567	0 227,406	0 191,882	0 22,237	0 33,787	0 1,117,879	0 0
(5)STEVE MOREAUBOARD TRUSTEE	(i) (ii)	0 539,107	0 158,926	0 127,188	0 10,000	0 17,576	0 852,797	0 0
(6)LEE PENROSEBOARD TRUSTEE	(i) (ii)	0 509,802	0 219,841	0 169,573	0 17,500	0 28,147	0 944,863	0 0
(7)JOHN BENNETTCHIEF ADMINISTRATIVE OFFICER	(i) (ii)	245,897 0	87,793 0	71,840 0	17,500 0	28,147 0	451,177 0	0 0
(8)CR BURKECEO	(i) (ii)	0 431,160	0 139,505	0 150,361	0 17,289	0 16,198	0 754,513	0 0
(9)KEVIN MANEMANNCOO, SOUTHERN CALIFORNIA	(i) (ii)	263,743 0	63,116 0	51,034 0	12,500 0	32,839 0	423,232 0	0 0
(10)TINA MYCROFTCFO	(i) (ii)	49,688 222,867	0 67,969	18,499 56,382	0 24,657	3,973 21,904	72,160 393,779	0 0
(11)CHARLES FOSTERVP ADMINISTRATOR SJOHMG	(i) (ii)	195,034 0	49,016 0	51,025 0	16,612 0	23,755 0	335,442 0	0 0
(12)ROBERT JUST IIICOO, NORTHERN CALIFORNIA	(i) (ii)	136,372 0	20,412 0	10,367 0	11,479 0	26,101 0	204,731 0	0 0
(13)RON MORELANDSR VP SJHH NSS	(i) (ii)	310,944 0	85,036 0	123,575 0	17,500 0	37,276 0	574,331 0	0 0
(14)ROBERT O'NEILVP PHYSICIANS RELATIONS SO CAL	(i) (ii)	146,982 0	50,351 0	36,645 0	15,802 0	7,571 0	257,351 0	0 0
(15)CORY RAYYESVP COO SJHAP	(i) (ii)	177,103 0	46,617 0	47,468 0	14,614 0	22,461 0	308,263 0	0 0
(16)JUDY DANFORTHVP EDU/GROUP IMPLEMENTATION	(i) (ii)	168,502 0	44,739 0	43,190 0	16,716 0	8,486 0	281,633 0	0 0
(17)GREGORY JONESVP-TECH/MEDGROUP DEVELOPMENT	(i) (ii)	147,628 0	38,897 0	35,966 0	13,266 0	16,090 0	251,847 0	0 0
(18)JAMES HALLEXECUTIVE DIRECTOR	(i) (ii)	165,915 0	20,007 0	3,300 0	9,506 0	23,120 0	221,848 0	0 0
(19)LINDA VIOLASDIRECTOR CLINICAL MGMT SVCS	(i) (ii)	126,026 0	41,649 0	2,756 0	13,842 0	16,909 0	201,182 0	0 0

Schedule J (Form 990) 2012

Page 3

Part III

Supplemental Information

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

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

Schedule J (Form 990) 2012

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ. MediumBullet

See separate instructions.

OMB No. 1545-0047

2012

Open to Public Inspection

Name of the organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

Part I

Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

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

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e)Original principal amount	(f)Balance due	(g) In default?		(h) Approved by board or committee?		(i)Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No






Total ...... $

Part III

Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

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

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2012

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) ST JUDE HERITAGE MEDICAL GROUP	SEE PART V	63,073,550	PROF FEES PAID TO SJHMG		No
(2) YORBA PARK MEDICAL GROUP II INC	SEE PART V	19,102,585	PROF FEES PAID TO YORBA PARK		No
(3) EMERGENCY MEDICAL SVC OF ORANGE COU	SEE PART V	2,304,698	PROF FEES PAID TO EMSOC		No
(4) MISSION INTERNAL MEDICAL GROUP	SEE PART V	16,423,746	PROF FEES PAID TO MIMG		No

Part V

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

Identifier	Return Reference	Explanation
BUSINESS RELATIONSHIPS	FORM 990, SCHEDULE L, PART IV, LINE 1	DR. ANNE FORD IS A BOARD TRUSTEE OF ST. JOSEPH HERITAGE HEALTHCARE AND IS ALSO AN OFFICER OF ST JUDE MEDICAL GROUP MAKING THE MEDICAL GROUP AN INTERESTED PARTY. FORM 990, SCHEDULE L, PART IV, LINE 2 DR. MICHAEL GILBERT IS A BOARD TRUSTEE OF ST. JOSEPH HERITAGE HEALTHCARE AND IS ALSO AN OFFICER OF YORBA PARK MEDICAL GROUP II MAKING THE MEDICAL GROUP AN INTERESTED PARTY. FORM 990, SCHEDULE L, PART IV, LINE 3 DR. JAMES PIEROG IS A BOARD TRUSTEE OF ST. JOSEPH HERITAGE HEALTHCARE AND IS ALSO AN OFFICER OF EMERGENCY MEDICAL SERVICES OF ORANGE COUNTY (EMSOC) MAKING EMSOC AN INTERESTED PARTY. FORM 990, SCHEDULE L, PART IV, LINE 4 DR. DONALD PRATT IS A BOARD TRUSTEE OF ST. JOSEPH HERITAGE HEALTHCARE AND IS ALSO AN OFFICER OF MISSION INTERNAL MEDICAL GROUP (MIMG) MAKING MIMG AN INTERESTED PARTY.

Schedule L (Form 990 or 990-EZ) 2012

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.

OMB No. 1545-0047

2012

Open to Public
Inspection

Name of the organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

Identifier	Return Reference	Explanation
ORGANIZATION'S MISSION	FORM 990, PART I, LINE 1 & PART III, LINE 1	AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM (SJHS), ST. JOSEPH HERITAGE HEALTHCARE IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITIES WE SERVE.
PROGRAM SERVICE ACCOMPLISHMENTS	FORM 990, PART III, LINE 4	ST. JOSEPH HERITAGE HEALTHCARE HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE LOCAL COMMUNITY FOR OVER 18 YEARS. ST. JOSEPH HERITAGE HEALTHCARE IS A PHYSICIAN PRACTICE THAT PROVIDES QUALITY CARE PROFESSIONAL MEDICAL SERVICES AT LOCAL OFFICES AND FACILITIES IN THE COMMUNITIES OF ORANGE COUNTY, LOS ANGELES, KERN, SONOMA, HUMBOLT AND NAPA. ST. JOSEPH HERITAGE HEALTHCARE EMPLOYS OVER 2,000 STAFF COMMITTED TO REALIZING ITS MISSION. AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, ST JOSEPH HERITAGE HEALTHCARE IS COMMITTED TO EXTENDING THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORS" AND MINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBILITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH SYSTEM MINISTRY. THREE MISSION OUTCOMES STRATEGICALLY GUIDE OUR MINISTRY WORK ST JOSEPH HERITAGE HEALTHCARE IS COMMITTED TO THREE SYSTEM WIDE MISSION OUTCOMES: 1) SACRED ENCOUNTERS, 2) PERFECT CARE, AND 3) HEALTHIEST COMMUNITIES. EVERY INTERACTION WILL BE EXPERIENCED AS A SACRED ENCOUNTER. THE GOAL OF SACRED ENCOUNTER HAS A DIRECT CONNECTION TO THE OVERALL MISSION. OUR VALUE OF DIGNITY CALLS FOR US TO RESPECT EACH PERSON AS AN INHERENTLY VALUABLE MEMBER OF THE HUMAN COMMUNITY AND AS A UNIQUE EXPRESSION OF LIFE. WE STRIVE TO DO THIS BY KEEPING AT THE FOREFRONT OF OUR MINDS THE UNDERSTANDING OF THE IMPACT WE CAN HAVE ON ONE ANOTHER WITH EVERY ACTION WE TAKE. ST. JOSEPH HERITAGE HEALTHCARE EMPLOYEES ARE ALL INVITED TO PARTICIPATE IN ONGOING FORMATION PROGRAMS. THIS YEAR MARKED THE 100TH JUBILEE OF THE SISTERS OF ST JOSEPH OF ORANGE AND PROVIDED AN OPPORTUNITY FOR US TO CREATE AND IMPLEMENT A NEW FORMATION PROGRAM FOR EMPLOYEES AND MANAGERS IN ADDITION TO ONGOING PROGRAMS SUCH AS SHARING THE MISSION AND MISSION AT WORK. THESE TRAININGS ARE USED TO ENHANCE THEIR UNDERSTANDING OF OUR MISSION, VISION AND VALUES AND INTEGRATE THIS KNOWLEDGE TO ENHANCE THEIR INTERACTIONS WITH PATIENTS, STAFF AND OTHERS. ADDITIONALLY, THIS YEAR, SJHH IMPLEMENTED A NEW TOOL CALLED SPOTLIGHTING TO ENHANCE THE PATIENT EXPERIENCE AND CREATE OPPORTUNITIES FOR SACRED MOMENTS WITH PATIENTS. ALL PATIENTS WILL RECEIVE PERFECT CARE. IT IS OUR ATTENTION TO DETAIL AND THE SMALLEST IMPERFECTIONS OF EACH PATIENT'S EXPERIENCE THAT DRIVES A DEEPER UNDERSTANDING AND ULTIMATELY A SUSTAINABLE APPROACH TO THE ACHIEVEMENT OF PERFECT CARE. SJHH CONTINUES TO RECOGNIZE SMOKING AS THE SINGLE MOST PREVENTABLE CAUSE OF DEATH AND DISEASE AND RECOGNIZES THE MAJOR HEALTH CONCERN THAT SMOKING CREATES. ST. JOSEPH HERITAGE HEALTHCARE'S PERFECT CARE INITIATIVE ASKS EACH PATIENT AT TIME OF VISIT WHAT THEIR SMOKING STATUS IS INCLUDING SECOND HAND SMOKE EXPOSURE. IF A PATIENT IS A SMOKER, THE PROVIDER HAS A CONVERSATION WITH THE PATIENT REGARDING THE IMPORTANCE OF NOT SMOKING. THE PATIENT IS ENCOURAGED TO SET A QUIT DATE AND OFFERED RESOURCES TO ASSIST THEM EITHER BY A ST JUDE HERITAGE EDUCATION PROGRAM ONE-ON-ONE TO QUIT SMOKING OR OUTSIDE RESOURCES. EACH PEDIATRIC AND PRIMARY CARE MEDICAL OFFICE KEEPS A TRACKING LOG AND DOES PHONE FOLLOW UP TO ASSIST THOSE WHO SET A QUIT DATE. IN ADDITION, SUPPORT GROUPS ARE OFFERED FOR THE CHRONICALLY ILL, WOMEN EXPERIENCING DEPRESSION, LIFE SKILLS PROGRAMS FOR YOUTH , ADULTS, SENIORS AND AT RISK, ADVANCED DIRECTIVE WORKSHOPS THAT HELP BRING WHOLENESS INTO THE COMMUNITY. THROUGH GRANT FUNDING AND IN COLLABORATION WITH LOCAL POLICE DEPARTMENTS, HELMETS ARE PROVIDED TO CHILDREN, YOUTH AND ADULTS FOR RECREATIONAL ACTIVITIES. IMPROVING PERFORMANCE INITIATIVES ARE OCCURRING THROUGHOUT THE ORGANIZATION, AND ARE FOCUSED ON DELIVERING CARE THAT IS SAFE, TIMELY, EVIDENCE BASED, EFFICIENT, EQUITABLE, PATIENT-FAMILY-CENTERED AND SPIRITUAL. THE COMMUNITIES WE SERVE WILL BE AMONG THE HEALTHIEST IN OUR NATION. WE SEEK TO DEVELOP COMMUNITY HEALTH INITIATIVES THAT IMPACT LONG-TERM HEALTH ACROSS THE ENTIRE COMMUNITY.
PROGRAM SERVICE ACCOMPLISHMENTS CONTINUED		FY 2013 PROGRAM SERVICE ACCOMPLISHMENTS AS A VALUES BASED ORGANIZATION ST JOSEPH HERITAGE HEALTHCARE HAS A LONG-STANDING COMMITMENT TO THE COMMUNITY NAME OF PROGRAM: CONNECTING WITH COMMUNITY GOAL: WE SEEK TO IMPROVE THE QUALITY OF LIFE OF INDIVIDUALS IN COMMUNITIES WE SERVE. THIS IS ACCOMPLISHED THROUGH THE CREATION OF PROCESSES THAT BRING PEOPLE TOGETHER TO ATTEND TO THE NEEDS OF THE VULNERABLE AND DISADVANTAGED AND THE BROADER COMMUNITY. KEY COMMUNITY PARTNERS: FULLERTON INTERFAITH EMERGENCY SHELTER, SECOND HARVEST FOOD BANK, LAURA'S HOUSE, ORANGE COUNTY COUNCIL ON AGING OC, ANGEL TREE, FLORENCE CRITTENDON, MERCY HOUSE, AMERICAN CANCER SOCIETY, LION'S CLUB, CONCERN AMERICA, AND YWCA, AMONG OTHERS. FY13 ACCOMPLISHMENTS: CONSISTENT WITH THE SJHS VISION OF COMMUNITY OUTREACH AND SOCIAL CHANGE, ST. JOSEPH HERITAGE HEALTHCARE RESPONDED TO THE NEEDS OF THE COMMUNITY BY COORDINATING AND ORGANIZING A VARIETY OF LOCAL OUTREACH PROGRAMS, SUCH AS: FOOD COLLECTIONS- PROVIDING DONATIONS TO FULLERTON INTERFAITH EMERGENCY SHELTER AND SECOND HARVEST FOOD BANK; STAFF TIME TO COORDINATE HOLIDAY GIFT GIVING TO SUPPORT THE FOLLOWING NON-PROFITS: LAURA'S HOUSE FOR ADULTS (FOCUSING ON PREVENTION OF DOMESTIC ABUSE), ASSISTING THE SENIOR POPULATION, FLORENCE CRITTENDON, AND PEOPLE LIVING IN ORANGE COUNTY WHO ARE EXPERIENCING EXTREME NEED, SUCH AS ST ANGELA MERICI, FUTURE AND HUMANITY, AND MICAH'S WAY (SERVING THE HOMELESS). GLOBAL OUTREACH TRANSPORTED 3 STAFF MEMBERS, 1 PRIMARY CARE PHYSICIAN AND 1 PSYCHIATRIST TO GUATEMALA IN COLLABORATION WITH CONCERN AMERICAS HEALTH PROJECT PROVIDING SUPPORT TO HEALTH PROMOTERS THROUGH EDUCATION ON MENTAL HEALTH AND PRIMARY CARE PRACTICE STANDARDS ALONG WITH CONSULTATION ABOUT DIFFICULT MEDICAL CASES. CONCERN AMERICA STAFF AND VOLUNTEERS WERE EDUCATED ABOUT ELECTRONIC COMMUNICATION SYSTEMS TO IMPROVE CONNECTIVITY FOR ONGOING CONSULTATION BETWEEN HEALTH PROFESSIONALS/HEALTH PROMOTER AND THEIR COUNTER PARTS WITHIN THE ST. JOSEPH HEALTH NETWORK OF PHYSICIANS. IN ADDITION, THE RECRUITMENT OF EMPLOYEES TO PARTICIPATE IN WALK-A-THONS TO RAISE FUNDS FOR NON-PROFIT ORGANIZATIONS AND COMMUNITY CHARITY EVENTS, SUCH AS BETHANY'S SPRING PARADE, CONCERN AMERICA'S WALK OUT OF POVERTY, AMERICAN CANCER SOCIETY'S DAFFODIL DAYS, WORLD PNEUMONIA DAY, AND MORE. MINIMUM PERSONS SERVED - 2,426 TOTAL EXPENSES: $45,041 REVENUE: $0 GRANTS: $0 NAME OF PROGRAM: COMMUNITY HEALTH IMPROVEMENT SERVICES GOALS: 1. SUPPORT GROUPS INCREASE EMOTIONAL SUPPORT, ONGOING EDUCATION, AND PROVIDE AWARENESS OF RESOURCES FOR PATIENTS AND THEIR FAMILIES LIVING IN AT RISK SITUATIONS OR LIVING WITH CHRONIC CONDITIONS SUCH AS DEPRESSION, DIABETES, CARDIAC OR RESPIRATORY CONDITIONS OR ANY OTHER CONDITION THAT MAY PLACE A PERSON AT RISK. ONGOING GROUPS INCLUDE: SERVED: 18 BETHANY WOMEN (IN HOMELESS TRANSITION) ENCOUNTERS: 917 DIABETES CLASSES, SUPPORT GROUPS 2. A SOCIAL WORKER PROVIDES ONE-ON-ONE PSYCHO-SOCIAL INTERACTION WITH ADULTS AND CHILDREN THAT PROMOTES BALANCE DECISION MAKING AND PROVIDES GUIDANCE FOR IMPROVED INTERPERSONAL RELATIONSHIP SKILLS. SERVED: 55 ENCOUNTERS: 447 3. EMOTIONAL AND MEDICAL SUPPORT FOR HIGH RISK PREGNANT WOMEN AND TRACK OUTCOMES OF BOTH THE MOTHER AND INFANT. ENCOUNTERS: 667 FY13 ACCOMPLISHMENTS: TOTAL EXPENSES: $34,942 REVENUE: $4,550 GRANTS: $0 3. NAME OF PROGRAM: ST. JOSEPH HERITAGE HEALTHCARE ACCESS TO CARE PROGRAM ST. JUDE COMMUNITY CLINICS (MOBILE FAMILY HEALTH CENTER, DENTAL CLINIC CENTER, ST. JUDE NEIGHBORHOOD HEALTH CENTER) FY11 ACCOMPLISHMENTS: THE ST. JOSEPH HERITAGE HEALTHCARE ACCESS TO CARE PROGRAM HAS BEEN DESIGNED TO PROVIDE MEDICAL CARE TO INDIVIDUALS WHO DO NOT QUALIFY FOR MEANS-TESTED FEDERAL, STATE, OR COUNTY HEALTH CARE PROGRAMS. THE PROGRAM PROVIDES NECESSARY PRIMARY, PREVENTATIVE, AND SPECIALIST CARE TO ELIGIBLE INDIVIDUALS THROUGH A PARTNERSHIP BETWEEN ST. JOSEPH HERITAGE HEALTHCARE AND ST. JUDE COMMUNITY CLINICS. ST. JOSEPH HERITAGE HEALTHCARE STAFF ARE VITAL TO SUPPORTING ST. JUDE COMMUNITY CLINIC OPERATIONS INCLUDING: PRACTICE MANAGEMENT INFORMATION TECHNOLOGY (IT) SYSTEMS SUPPORT, ELECTRONIC HEALTH RECORD LICENSES, TECHNICAL SUPPORT AND TRAINING. THEY ALSO PROVIDE CONSULTATION ON AMBULATORY CARE AND STAFF THE DENTAL CLINIC. TOTAL EXPENSES: $26,631 REVENUE: $0 GRANTS: $0 IN FY 13 ST JOSEPH HERITAGE HEALTHCARE CONTRIBUTED $7,253,244 IN COMMUNITY BENEFIT: TRADITIONAL CHARITY CARE $ 444,003 UNREIMBURSED MEDICAID $6,707,227 COMMUNITY SERVICES FOR THE LOW-INCOME $ 39,427 COMMUNITY SERVICES FOR THE BROADER COMMUNITY $ 62,587 TOTAL COMMUNITY BENEFIT $7,253,244 IN ALIGNMENT WITH CATHOLIC HEALTH ASSOCIATION COMMUNITY BENEFIT REPORTING GUIDELINES UNPAID COST FOR MEDICARE PATIENTS $10,373,000 FOR MORE INFORMATION ABOUT ST. JOSEPH HERITAGE HEALTHCARE, PLEASE VISIT WWW.STJMG.ORG. OR WWW.SJHMG.COM FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH, PLEASE VISIT WWW.STJOE.ORG.
SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS	FORM 990, PART VI, LINE 4	ST. JOSEPH HERITAGE HEALTHCARE RESTATED ITS BYLAWS TO AMEND THE NUMBER OF TOTAL DIRECTORS TO SIXTEEN AND THE NUMBER OF VOTING DIRECTORS TO FIFTEEN.
DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS	FORM 990, PART VI, LINE 6	ST. JOSEPH HOSPITAL OF ORANGE, ST. JUDE MEDICAL CENTER, AND MISSION HOSPITAL REGIONAL MEDICAL CENTER ARE THE CORPORATE MEMBERS OF ST. JOSEPH HERITAGE HEALTHCARE. THE SOLE MEMBER OF THE CORPORATE MEMBERS IS ST. JOSEPH HEALTH.
DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS	FORM 990, PART VI, LINE 7A	ST. JOSEPH HERITAGE HEALTHCARE HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE ST. JOSEPH HERITAGE HEALTHCARE BOARD. ALL NOMINEES SHALL BE APPOINTED TO THE CORPORATION'S BOARD OF DIRECTORS BY THE CORPORATE MEMBERS, SUBJECT TO THE APPROVAL OF ST. JOSEPH HEALTH AND, IN THE CASE OF THE NOMINEES WHO ARE MEMBERS OF THE SISTERS OF ST. JOSEPH OF ORANGE ARE SUBJECT TO THE APPROVAL OF THE CORPORATE MEMBERS OF ST. JOSEPH HERITAGE HEALTHCARE.
DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS	FORM 990, PART VI, LINE 7B	THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE CORPORATE MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS. THE CORPORATE MEMBER FOR ST. JOSEPH HERITAGE HEALTHCARE, ARE ST. JUDE HOSPITAL, DBA ST. JUDE MEDICAL CENTER, ST. JOSEPH HOSPITAL OF ORANGE, AND MISSION HOSPITAL REGIONAL MEDICAL CENTER. LISTED BELOW ARE THE RESERVED POWERS OF CORPORATE MEMBERS AND TO WHICH CORPORATE MEMBERS SUCH POWER IS RESERVED: 1. TO APPROVE THE PHILOSOPHY, MISSION, VALUES, OBJECTIVES AND PURPOSES OF THE CORPORATION. ST. JUDE MEDICAL CENTER ST. JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL REGIONAL MEDICAL CENTER ST. JOSEPH HEALTH 2. TO APPROVE THE CORPORATION'S ARTICLES OF INCORPORATION AND BYLAWS, AS WELL AS TO APPROVE THEIR AMENDMENT OR REVISION. ST. JUDE MEDICAL CENTER ST. JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL REGIONAL MEDICAL CENTER ST. JOSEPH HEALTH 3. TO APPROVE ANY MERGER, CONSOLIDATION, AFFILIATION, OR DISSOLUTION OF THE CORPORATION. ST. JUDE MEDICAL CENTER ST. JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL REGIONAL MEDICAL CENTER ST. JOSEPH HEALTH 4. TO APPROVE THE SALE, LEASE, DISPOSITION OR HYPOTHECATION OF REAL PROPERTY OWNED BY THE CORPORATION AND USED IN THE OPERATION OF THE NORTH ORANGE COUNTY DIVISION. ST. JUDE MEDICAL CENTER ST. JOSEPH HEALTH 5. TO APPROVE THE SALE, LEASE, DISPOSITION OF HYPOTECATION OF REAL PROPERTY OWNED BY THE CORPORATION AND USED IN THE OPERATION OF THE CENTRAL ORANGE COUNTY DIVISION. ST. JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL REGIONAL MEDICAL CENTER ST. JOSEPH HEALTH 6. TO APPROVE THE APPOINTMENT, IN ACCORDANCE WITH SECTIONS 6.3 (B) AND (C), OF THE DIRECTORS NOMINATED TO THE CORPORATION'S BOARD BY EITHER SJUHMG, OR SJMC; AND/OR TO APPROVE THEIR REMOVAL IN ACCORDANCE WITH SECTION 6.7. ST. JUDE MEDICAL CENTER ST. JOSEPH HEALTH 7. TO APPROVE THE APPOINTMENT, IN ACCORDANCE WITH SECTIONS 6.3 (B) AND (C), OF THE DIRECTORS NOMINATED TO THE CORPORATION'S BOARD BY SJOHMG, SJOHAP, SJO; AND/OR TO APPROVE THEIR REMOVAL IN ACCORDANCE WITH SECTION 6.7. ST. JOSEPH HOSPITAL OF ORANGE ST. JOSEPH HEALTH 8. TO APPROVE THE APPOINTMENT, IN ACCORDANCE WITH SECTIONS 6.3 (B) AND (C), OF THE DIRECTORS NOMINATED TO THE CORPORATION'S BOARD BY EITHER MIMG OR MH; AND/OR TO APPROVE THEIR REMOVAL IN ACCORDANCE WITH SECTION 6.7. MISSION HOSPITAL REGIONAL MEDICAL CENTER ST. JOSEPH HEALTH 9. TO APPROVE THE APPOINTMENT, IN ACCORDANCE WITH SECTION 6.3 (D), OF THE COMMUNITY DIRECTOR NOMINATED TO THE CORPORATION'S BOARD; AND/OR TO APPROVE HIS OR HER REMOVAL IN ACCORDANCE WITH SECTION 6.7 ST. JUDE MEDICAL CENTER ST. JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL REGIONAL MEDICAL CENTER ST. JOSEPH HEALTH 10. TO UNILATERALLY TERMINATE THE PSA BETWEEN THE CORPORATION AND SJHUMG ON BEHALF OF THE CORPORATION. ST. JUDE MEDICAL CENTER
PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990	FORM 990, PART VI, LINE 11B	THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AS APPLICABLE. THE FORM 990 WAS THEN REVIEWED BY AN OFFICER(S) OF THE ORGANIZATION. A COPY OF THE FORM 990 FILING IS THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE MARCH 2014 MEETING. DURING THE BOARD MEETING, MANAGEMENT PRESENTS AND DISCUSSES CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990.
DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST	FORM 990, PART VI, LINE 12A	OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ON THE CONFLICT OF INTEREST DISCLOSURE FORM THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICT OF INTEREST HE/SHE MAY HAVE. ADDITIONALLY, DISCLOSURES SHALL BE MADE PROMPTLY ANYTIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION OR ARRANGEMENT THAT IS SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, SUCH CONFLICT IS DISCLOSED TO THE COMPLIANCE COMMITTEE. IF THE CONFLICT INVOLVES A MEMBER OF THAT COMMITTEE, THE REMAINING COMMITTEE MEMBERS WILL REVIEW THE MATTER AND DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. THE OFFICER, TRUSTEE, OR KEY EMPLOYEE MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE COMMITTEE CONDUCTS THE EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJH CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJH CHIEF COMPLIANCE OFFICER IN CONSULTATION WITH SJH GENERAL COUNSEL WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE. THE CONFLICT OF INTEREST POLICY WAS ADOPTED BY THE BOARD MARCH 20, 2013.
WHISTLEBLOWER POLICY	FORM 990, PART VI, LINE 13	WHISTLEBLOWER POLICY IS NOTED IN THE EMPLOYEE HANDBOOK AND GIVEN IN NEW EMPLOYEE ORIENTATION AND REVIEWED ANNUALLY INCLUDED IN COMPLIANCE TRAINING. A PERSON WHO POSSESSES AND WHO COMES FORWARD WITH INFORMATION REGARDING FALSE CLAIMS IS AUTHORIZED TO FILE A CASE IN FEDERAL COURT AND SUE, ON BEHALF OF THE GOVERNMENT, THOSE ENTITIES THAT ENGAGED IN THE FRAUD. IN ADDITION THE FALSE CLAIM ACT PROVIDES PROTECTION AND RELIEF FROM RETALIATION FOR THEIR LAWFUL EFFORTS TO STOP VIOLATIONS OF THE FALSE CLAIMS ACTS. THE WHISTLEBLOWER POLICY WAS ADOPTED BY THE BOARD MARCH 20, 2013.
DOCUMENT RETENTION & DESTRUCTION POLICY	FORM 990, PART VI, LINE 14	COMPLETE AND ACCURATE RECORDS WILL BE RETAINED IN ACCORDANCE WITH ALL RELEVANT LAWS INCLUDING BUT NOT LIMITED TO SARBANES-OXLEY ACT AS APPLICABLE, AND IN A MANNER THAT IS EFFECTIVE AND COST EFFICIENT. RECORDS WILL BE MAINTAINED, USED, PRESERVED AND DESTROYED IN ACCORDANCE TO CURRENT CHA RECORD AND RETENTION MANUAL IN THIS POLICY AND PROCEDURE. THE DOCUMENT RETENTION AND DESTRUCTION POLICY WAS ADOPTED BY THE BOARD MARCH 20, 2013.
PROCESS FOR DETERMINING COMPENSATION	FORM 990, PART VI, LINE 15A & 15B	THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, ST. JOSEPH HEALTH SYSTEM, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. THE EXECUTIVE COMPENSATION PROCESS AT ST. JOSEPH HEALTH SYSTEM IS ADMINISTERED BY A COMMITTEE OF INDEPENDENT TRUSTEES. THEY FOLLOW A BOARD-APPROVED CHARTER AND OVERALL EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER EMPOWERS THE SJHS BOARD WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND PROCESS ON BEHALF OF THE FULL BOARD OF TRUSTEES OF SJHS. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS THE RETENTION OF KEY MANAGEMENT TALENT. THE SJHS EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. SJHS PROVIDES COMPENSATION TO ITS SENIOR EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO FULFILL THEIR RESPONSIBILITY, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA. THEY USE THIS INFORMATION TO SUPPORT THEIR DECISIONS REGARDING ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE WORKLIFE COMMITTEE IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD. THEY MEET AT LEAST 3 TIMES A YEAR AND MAKE ALL CRITICAL DECISIONS IN EXECUTIVE SESSION. THESE DECISIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. THE COMMITTEE IS EMPOWERED TO ENGAGE OUTSIDE COUNSEL AND CONSULTING SUPPORT AS NEEDED. THE WORKLIFE COMMITTEE PERFORMED ITS LAST COMPENSATION REVIEW FOR ASSISTANT VICE PRESIDENTS, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER IN JUNE 2013.
AVAIL OF GOV DOCS, CONFLICT OF INTEREST, & FIN STMTS TO GEN PUBLIC	FORM 990, PART VI, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SJHS COMMUNITY BENEFIT REPORTS, FINANCIAL REPORTS, AND PHILANTHROPY REPORTS ARE ALSO AVAILABLE ON THE SJHS INTERNET SITE.
OTHER CHANGES IN NET ASSETS	FORM 990, PART XI, LINE 9	TRANSFER EQUITY CONTRIBUTIONS $ 192,528,137 ROUNDING $ 1,143 ============= TOTAL $ 192,529,280
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:XXX-XX-XXXX
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:PURCHASED MEDICAL SERVICES TOTAL FEES:XXX-XX-XXXX
OTHER FEES FOR SERVICES FOR NON-EMPLOYEES	FORM 990 PART IX LINE 11G	DESCRIPTION:PURCHASED OTHER SERVICES TOTAL FEES:12355454

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2012

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

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

Attach to Form 990. MediumBullet

See separate instructions.

OMB No. 1545-0047

2012

Open to Public Inspection

Name of the organization

ST JUDE HOSPITAL YORBA LINDA

Employer identification number

33-0185031

Part I

Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to 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 entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1) COVENANT HEALTH NETWORK INC 3345 MICHELSON DR STE 100 IRVINE,CA92612 46-1259908	HEALTHCARE	CA	501(C)(3)	11, III	SJHS	Yes
(2) COVENANT HEALTH PARTNERS 3615 19TH STREET LUBBOCK,TX79410 61-1573313	HEALTHCARE	TX	501(C)(3)	11,I	CHS	Yes
(3) COVENANT HEALTH SYSTEM 3615 19TH STREET LUBBOCK,TX79410 75-2765566	HEALTHCARE	TX	501(C)(3)	3	SJHS	Yes
(4) COVENANT HEALTH SYSTEM FOUNDATION 3623 22ND PLACE LUBBOCK,TX79410 75-2897026	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes
(5) COVENANT MEDICAL GROUP 3420 22ND PLACE LUBBOCK,TX79410 75-2743883	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(6) HOAG CHARITY SPORTS 3920 BIRCH ST STE 105 NEWPORT BEACH,CA92660 45-2982422	SUPPORT	CA	501(C)(3)	7	SJHS	Yes
(7) HOAG HOSPITAL FOUNDATION 1 HOAG DR BOX 6100 NEWPORT BEACH,CA92663 95-3222343	FUNDRAISING	CA	501(C)(3)	7	SJHS	Yes
(8) HOAG MEMORIAL HOSPITAL PRESBYTERIAN 1 HOAG DR BOX 6100 NEWPORT BEACH,CA92663 95-1643327	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(9) HOME CARE PARTNERS 1165 MONTGOMERY DR SANTA ROSA,CA95405 68-0318656	INACTIVE	CA	501(C)(3)	3	SRMH	Yes
(10) HOSPICE OF LUBBOCK 1102 SLIDE ROAD LUBBOCK,TX79414 75-2133781	HEALTHCARE	TX	501(C)(3)	9	CHS	Yes
(11) LUBBOCK METHODIST HOSPITAL FOUNDATION 3615 19TH STREET LUBBOCK,TX79410 75-2220963	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes
(12) METHODIST CHILDREN'S HOSPITAL 3610 21ST STREET LUBBOCK,TX79410 75-2428911	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(13) METHODIST HOSPITAL LEVELLAND 1900 COLLEGE AVENUE LEVELLAND,TX79336 75-2246348	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(14) METHODIST HOSPITAL PLAINVIEW 2601 DIMMITT ROAD PLAINVIEW,TX79072 75-2426010	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(15) MISSION HOSPITAL REGIONAL MEDICAL CENTER 27700 MEDICAL CENTER ROAD MISSION VIEJO,CA92691 95-1643360	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(16) QUEEN OF THE VALLEY MEDICAL CENTER 1000 TRANCAS STREET NAPA,CA94558 94-1243669	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(17) REDWOOD MEMORIAL FOUNDATION 3300 RENNER DRIVE FORTUNA,CA95540 94-2779313	FOUNDATION	CA	501(C)(3)	7	RMH	Yes
(18) REDWOOD MEMORIAL HOSPITAL 3300 RENNER DRIVE FORTUNA,CA95540 94-1384665	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(19) SANTA ROSA MEMORIAL HOSPITAL 1165 MONTGOMERY DRIVE SANTA ROSA,CA95405 94-1231005	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(20) SISTERS OF ST JOSEPH OF ORANGE 480 S BATAVIA ORANGE,CA92868 95-1643383	RELIGIOUS ORG	CA	501(C)(3)	1	NA		No
(21) SRM ALLIANCE HOSPITAL SERVICES 400 NORTH MCDOWELL BLVD PETALUMA,CA94954 68-0395200	HEALTHCARE	CA	501(C)(3)	3	SRMH	Yes
(22) ST JOSEPH HEALTH MINISTRY 3345 MICHELSON DR STE 100 IRVINE,CA92612 27-1666576	RELIGIOUS ORG	CA	501(C)(3)	1	SSJO		No
(23) ST JOSEPH HEALTH SYSTEM 3345 MICHELSON DR STE 100 IRVINE,CA92612 95-3589356	HEALTHCARE	CA	501(C)(3)	11, I	SJHM		No
(24) ST JOSEPH HEALTH SYSTEM FOUNDATION 3345 MICHELSON DR STE 100 IRVINE,CA92612 33-0143024	FOUNDATION	CA	501(C)(3)	7	SJHS	Yes
(25) ST JOSEPH HOME CARE NETWORK 170 PROFESSIONAL CENTER DR B ROHNERT PARK,CA94928 68-0331084	HEALTHCARE	CA	501(C)(3)	9	SJHS	Yes
(26) ST JOSEPH HOSPITAL OF EUREKA 2700 DOLBEER STREET EUREKA,CA95501 94-1156596	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(27) ST JOSEPH HOSPITAL OF ORANGE 1100 WEST STEWART DRIVE ORANGE,CA92868 95-1643359	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(28) ST JUDE HOSPITAL INC 101 EAST VALENCIA MESA DRIVE FULLERTON,CA92635 95-1643325	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(29) ST MARY MEDICAL CENTER 18300 HIGHWAY 18 APPLE VALLEY,CA92307 95-1914489	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(30) ST MARY OF THE PLAINS HOSPITAL FDN 4000 24TH STREET LUBBOCK,TX79410 75-1653181	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes
(31) TALLER SAN JOSE 801 NORTH BROADWAY SANTA ANA,CA92701 59-3816355	WORKFORCE DEV	CA	501(C)(3)	2	SSJO	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) 2012

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) ST JOSEPH HLTH SYS HOME HLTH 1845 W ORANGEWOOD AVENUE STE 200 ORANGE,CA92868 33-0282945	HOME HEALTH	CA	NA	N/A	0	0		No	0		No	0 %
(2) ST JOSEPH HLTH SYS HOME CARE 1845 W ORANGEWOOD AVENUE STE 100 ORANGE,CA92868 33-0307672	HOME HEALTH	CA	NA	N/A	0	0		No	0		No	0 %
(3) METHODIST DIAGNOSTIC IMAGING 4005 24TH STREET LUBBOCK,TX79410 75-2342610	HEALTHCARE SVCS	TX	NA	N/A	0	0		No	0		No	0 %
(4) SHA LLC 12940 NORTH HIGHWAY 183 AUSTIN,TX78750 75-2569094	HEALTHCARE SVCS	TX	NA	N/A	0	0		No	0		No	0 %
(5) LUBBOCK SURGERY CENTER LTD 2301 QUAKER LUBBOCK,TX79410 75-2177401	HEALTHCARE SVCS	TX	NA	N/A	0	0		No	0		No	0 %
(6) COVENANT LONG-TERM CARE LP 4000 24TH STREET LUBBOCK,TX79410 20-5033419	HEALTHCARE SVCS	TX	NA	N/A	0	0		No	0		No	0 %
(7) HERITAGE INVESTMENT GROUP 3345 MICHELSON DRIVE STE 100 IRVINE,CA92612 27-1000061	INVESTMENT	CA	NA	N/A	0	0		No	0		No	0 %
(8) MISSION AMBULATORY SURGICENTER 27800 MEDICAL CENTER ROAD MISSION VIEJO,CA92691 33-0355575	HEALTHCARE SVCS	CA	NA	N/A	0	0		No	0		No	0 %
(9) COMPREHENSIVE IMAGING PARTNERS ONE CITY BOULEVARD ORANGE,CA92868 26-4591884	HEALTHCARE SVCS	CA	NA	N/A	0	0		No	0		No	0 %
(10) ST JOSEPH PHYSICIAN VENTURES 1100 WEST STEWART DRIVE ORANGE,CA92868 45-4521884	REAL ESTATE	CA	NA	N/A	0	0		No	0		No	0 %
(11) NEWPORT IMAGING CENTER 360 SAN MIGUEL NEWPORT BEACH,CA92660 33-0191776	HEALTHCARE SVCS	CA	NA	N/A	0	0		No	0		No	0 %
(12) HOAG ORTHOPEDIC INSTITUTE 1 HOAG DRIVE NEWPORT BEACH,CA92658 61-1588294	HEALTHCARE	CA	NA	N/A	0	0		No	0		No	0 %
(13) MAIN ST SPECIALTY SURGERY CNTR 280 MAIN STREET ORANGE,CA92868 95-4813223	HEALTHCARE SVCS	CA	NA	N/A	0	0		No	0		No	0 %
(14) ORTHOPEDIC SURGERY CNTR OF OC 22 CORPORATE PLAZA NEWPORT BEACH,CA92660 33-0841806	HEALTHCARE SVCS	CA	NA	N/A	0	0		No	0		No	0 %
(15) ADVANCED SURGERY INSTITUTE LLC 1739 4TH STREET SANTA ROSA,CA95404 26-2299255	HEALTHCARE SVCS	CA	NA	N/A

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to 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	(i) Section 512(b)(13) controlled entity?
(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		Yes	No
(1) ST JOSEPH PROF SVCS ENTERPRISES INC 3345 MICHELSON DR STE 100 IRVINE,CA92612 33-0155323	HEALTHCARE SVCS	CA	NA	C-CORP	0	0	0 %		No
(2) AMERICAN UNITY GROUP LTD 58 PAR-LA-VILLE ROAD HAMILTON,HMHX BD	CAPTIVE INSURANCE	BD	NA	C-CORP	0	0	0 %		No
(3) ALLIANCE PHYSICIAN SERVICES	INACTIVE	CA	NA	C CORP	0	0	0 %		No
(4) MISSION VIEJO MEDICAL VENTURES 27800 MEDICAL CENTER RD 354 MISSION VIEJO,CA92691 33-0212905	HEALTHCARE SVCS	CA	NA	C CORP	0	0	0 %		No
(5) MISSION MEDICAL CENTER ASSOCIATION 27800 MEDICAL CENTER RD 354 MISSION VIEJO,CA92691 33-0201044	HEALTHCARE SVCS	CA	NA	C CORP	0	0	0 %		No
(6) ST JOSEPH YORBA PARK	INACTIVE	CA	SJHH	C CORP	0	0	100.000 %	Yes
(7) LUBBOCK METHODIST HOSP SVCS PO BOX 1201 LUBBOCK,TX79410 75-2118585	HEALTHCARE SVCS	TX	NA	C CORP	0	0	0 %		No
(8) LUBBOCK METHODIST HOSP PRACTICE MGMT 2107 OXFORD STREET SUITE 300 LUBBOCK,TX79410 75-2578995	INACTIVE	TX	NA	C CORP	0	0	0 %		No
(9) ST JOSEPH HEALTH SOURCE INC 3345 MICHELSON DR STE 100 IRVINE,CA92612 46-1900168	HEALTHCARE SVCS	CA	NA	C CORP	0	0	0 %		No
(10) HOAG MANAGEMENT SERVICES INC 1 HOAG DR BOX 6100 NEWPORT BEACH,CA92658 33-0731587	HEALTHCARE SVCS	CA	NA	C CORP	0	0	0 %		No
(11) COASTAL MANAGEMENT SERVICES ORG 1 HOAG DR BOX 6100 NEWPORT BEACH,CA92658 33-0676831	HEALTHCARE SVCS	CA	NA	C CORP	0	0	0 %		No
(12) DATU HEALTH INC 16150 MAIN CIRCLE DR STE 250 CHESTERFIELD,MO63017 46-3070062	IT SVCS	MO	NA	C CORP	0	0	0 %		No
(13) HOAG MEDICAL FOUNDATION 1 HOAG DR BOX 6100 NEWPORT BEACH,CA92663 45-3583707	HEALTHCARE SVCS	CA	NA	C CORP	0	0	0 %		No

Schedule R (Form 990) 2012

Page 3

Part V

Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

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

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

Yes

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

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

f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

Yes

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

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

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

Yes

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

Yes

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

Yes

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

Yes

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

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

Yes

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

Yes

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

Yes

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

Yes

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

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

(a) Name of other organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) ST JOSEPH HOSPITAL OF ORANGE	C	8,000,000	CASH
(2) MISSION HOSPITAL REGIONAL MEDICAL CENTER	C	112,912,593	CASH
(3) SANTA ROSA MEMORIAL HOSPITAL	C	7,551,830	CASH
(4) ST JOSEPH HOSPITAL EUREKA	C	4,505,189	CASH
(5) QUEEN OF THE VALLEY MEDICAL CENTER	C	1,893,985	CASH
(6) ST JUDE MEDICAL CENTER	C	65,537	CASH
(7) ST MARY MEDICAL CENTER	C	36,132,140	CASH
(8) MISSION HOSPITAL REGIONAL MEDICAL CENTER	G	1,043,768	CASH
(9) MISSION HOSPITAL REGIONAL MEDICAL CENTER	J	182,092	ACCRUAL
(10) ST JOSEPH HEALTH SYSTEM	K	232,076	ACCRUAL
(11) MISSION HOSPITAL REGIONAL MEDICAL CENTER	K	476,988	ACCRUAL
(12) ST JUDE MEDICAL CENTER	K	4,521,745	ACCRUAL
(13) SANTA ROSA MEMORIAL HOSPITAL	K	561,884	ACCRUAL
(14) QUEEN OF THE VALLEY MEDICAL CENTER	K	64,810	ACCRUAL
(15) ST JOSEPH HOSPITAL OF ORANGE	L	852,270	ACCRUAL
(16) ST JOSEPH HOSPITAL OF ORANGE	M	3,572,257	ACCRUAL
(17) ST JUDE MEDICAL CENTER	M	3,160,550	ACCRUAL
(18) MISSION HOSPITAL REGIONAL MEDICAL CENTER	M	2,022,527	ACCRUAL
(19) ST JOSEPH HEALTH SYSTEM HHA	M	2,480,184	ACCRUAL
(20) ST JOSEPH HOSPITAL OF ORANGE	O	87,515	ACCRUAL
(21) ST JOSEPH HEALTH SYSTEM	P	7,187,026	ACCRUAL
(22) ST JOSEPH HOSPITAL OF ORANGE	P	152,259	ACCRUAL
(23) MISSION HOSPITAL REGIONAL MEDICAL CENTER	P	279,713	ACCRUAL
(24) ST JUDE MEDICAL CENTER	P	405,904	ACCRUAL
(25) SANTA ROSA MEMORIAL HOSPITAL	P	214,333	ACCRUAL
(26) REDWOOD MEMORIAL HOSPITAL	P	355,176	ACCRUAL
(27) ST JOSEPH HOSPITAL OF EUREKA	P	3,646,635	ACCRUAL
(28) QUEEN OF THE VALLEY MEDICAL CENTER	P	2,029,267	ACCRUAL
(29) ST MARY MEDICAL CENTER	P	99,007	ACCRUAL
(30) ST JOSEPH HOSPITAL OF ORANGE	Q	82,826	ACCRUAL
(31) ST JUDE MEDICAL CENTER	Q	678,144	ACCRUAL
(32) ST JOSEPH HOSPITAL OF ORANGE	R	2,186,227	ACCRUAL

Schedule R (Form 990) 2012

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2012

Page 5

Part VII

Supplemental Information

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

Identifier	Return Reference	Explanation
IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP	SCHEDULE R, PART III	ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 200, ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE. 100, ORANGE, CA 92868-2012 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET, LUBBOCK, TX 79410 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183, AUSTIN, TX 78750 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 2301 QUAKER, LUBBOCK, TX 79410 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 3345 MICHELSON DRIVE, STE. 100, IRVINE, CA 92612 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE. 362, MISSION VIEJO, CA 92691 COMPREHENSIVE IMAGING PARTNERS OF ORANGE COUNTY, LLC EIN: 26-4591502 ADDRESS: ONE CITY BOULEVARD WEST, SUITE 1100, ORANGE, CA 92868 ST. JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE, ORANGE, CA 92868 NEWPORT IMAGING CENTER EIN: 33-0191776 ADDRESS: 360 SAN MIGUEL, NEWPORT BEACH, CA 92660 HOAG ORTHOPEDIC INSTITUTE EIN: 61-1588294 ADDRESS: 1 HOAG DRIVE, BOX 6100, NEWPORT BEACH, CA 92658 MAIN ST SPECIALTY SURGERY CENTER EIN: 95-4813223 ADDRESS: 280 MAIN STREET, ST 100, ORANGE, CA 92868 ORTHOPEDIC SURGERY CENTER OF OC, LLC EIN: 33-0841806 ADDRESS: 22 CORPORATE PLAZA, NEWPORT BEACH, CA 92660 ADVANCED SURGERY INSTITUTE, LLC EIN: 26-2299255 ADDRESS: 1739 4TH STREET, SANTA ROSA, CA 95404

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