Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 07-01-2014 , and ending 06-30-2015
BCheck if applicable:
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)
200 WEST CENTER STREET PROMENADE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANAHEIM, CA92805
D Employer identification number

33-0185031
E Telephone number

G Gross receipts $ 886,861,853
F Name and address of principal officer:
KEVIN MANEMANN
200 WEST CENTER STREET PROMENA
ANAHEIM,CA92805
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.STJHS.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0928
K Form of organization:
 
L Year of formation: 1986
M State of legal domicile: CA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 6
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 2,994
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 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,500,000 0
9 Program service revenue (Part VIII, line 2g) ......... 548,995,402 885,490,817
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 967,921 1,371,036
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)................... 551,463,323 886,861,853
Expenses; 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) 150,131,569 192,524,762
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 511,271,219 847,442,724
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 661,402,788 1,039,967,486
19 Revenue less expenses. Subtract line 18 from line 12....... -109,939,465 -153,105,633
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 305,516,212 329,761,276
21 Total liabilities (Part X, line 26)............. 154,102,322 171,820,295
22 Net assets or fund balances. Subtract line 21 from line 20..... 151,413,890 157,940,981
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
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) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the 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 $ 931,658,369 including grants of $   ) (Revenue $ 885,490,817 )
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 expensesMediumBullet931,658,369
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
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........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
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 IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 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 IVClick to see attachment..............
9
 
No
10
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 VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick 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
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, 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
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
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
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I.... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
27
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
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
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
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
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
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,959
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
2,994
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
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
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
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 or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
17
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.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
6
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
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? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
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
 
b
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
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
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
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
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
 
No
b
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
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
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.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletMONICA HACKER
200 W CENTER STREET PROMENADE SUIT
ANAHEIM,CA92805 (714) 449-4949
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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.

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

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

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

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related 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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Richard Afable MD........................................................................
BOARD TRUSTEE
 2.0
.......................50.0 		X           0 1,154,319 35,627
(2) Robert Braithwaite........................................................................
BOARD TRUSTEE
 2.0
.......................50.0 		X           0 952,049 39,288
(3) Kenneth McFarland........................................................................
BOARD TRUSTEE
 2.0
.......................50.0 		X           0 851,685 52,861
(4) Darrin Montalvo........................................................................
BOARD TRUSTEE
 2.0
.......................50.0 		X           0 1,556,291 58,114
(5) Steve Moreau........................................................................
BOARD TRUSTEE
 2.0
.......................50.0 		X           0 831,247 27,618
(6) Lee Penrose........................................................................
BOARD TRUSTEE
 2.0
.......................50.0 		X           0 911,846 45,054
(7) CR Burke........................................................................
CEO, Heritage Healthcare
 50.0
.......................0.0 		X   X       0 1,072,624 36,903
(8) Mark Jablonski........................................................................
BOARD TRUSTEE/SECRETARY
 2.0
.......................50.0 		X   X       0 363,798 42,268
(9) Connie Bartlett DO........................................................................
BOARD VICE-CHAIR
 2.0
.......................0.0 		X   X       0 0 0
(10) William Batty MD........................................................................
BOARD TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(11) Robert Del Junco MD........................................................................
BOARD TRUSTEE
 18.0
.......................0.0 		X           145,200 0 0
(12) Allison Foley MD........................................................................
BOARD TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(13) Kris Iyer MD........................................................................
BOARD TRUSTEE
 2.0
.......................50.0 		X           0 543,200 14,572
(14) Donald Pratt MD........................................................................
BOARD TRUSTEE
 2.0
.......................0.0 		X           39,640 0 0
(15) Robert Rosenberg MD........................................................................
BOARD CHAIR
 2.0
.......................0.0 		X   X       0 0 0
(16) Stewart Shanfield MD........................................................................
BOARD TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(17) Michael Sugarman MD........................................................................
BOARD TRUSTEE
 2.0
.......................0.0 		X           0 0 0
Form 990 (2014)
Form 990 (2014)
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) 		(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Robert Fraschetti........................................................................
BOARD TRUSTEE (PART YEAR)
 2.0
.......................0.0 		X           0 0 0
(19) Daniel Kim MD........................................................................
BOARD TRUSTEE (PART YEAR)
 2.0
.......................0.0 		X           0 0 0
(20) BRIAN HELLELAND........................................................................
BOARD TRUSTEE (PART YEAR)
 2.0
.......................50.0 		X           0 558,493 45,403
(21) JAMES PIEROG MD........................................................................
BOARD TRUSTEE (PART YEAR)
 2.0
.......................2.0 		X           7,388 0 0
(22) Tina Mycroft........................................................................
Chief Financial Officer
 50.0
.......................0.0 		    X       495,560 0 50,161
(23) Robert Just III........................................................................
Regional COO Northern Ca.
 50.0
.......................0.0 		      X     315,236 0 45,840
(24) Robert O'Neil........................................................................
V. P. Physician Relations/Risk
 50.0
.......................0.0 		      X     171,581 0 14,208
(25) Charles Foster........................................................................
SR VP CEN/NORTH OC
 50.0
.......................0.0 		      X     359,199 0 42,113
(26) David Zembik........................................................................
Sr.VP Admin South Org County
 50.0
.......................0.0 		      X     352,077 0 26,035
(27) Dennis Wolin........................................................................
VP ADMIN SOUTH
 50.0
.......................0.0 		      X     230,892 0 3,130
(28) Kevin Manemann........................................................................
REGIONAL COO, SOUTHERN CA
 50.0
.......................0.0 		      X     527,065 0 50,573
(29) Patricia Brydges........................................................................
Regional VP Care Integration
 50.0
.......................0.0 		        X   276,872 0 30,648
(30) Ronald Moreland........................................................................
SR VP NETWORK SUPPORT SVCS
 50.0
.......................0.0 		        X   510,749 0 52,959
(31) Linda Glomp........................................................................
Exec. Director Home Health
 50.0
.......................0.0 		        X   273,415 0 32,802
(32) James Kyle........................................................................
Chief Medical Officer-Heritage
 50.0
.......................0.0 		        X   502,497 0 21,564
(33) John Bennett........................................................................
Chief Administrative Officer
 50.0
.......................0.0 		        X   414,448 0 45,589
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 4,621,819 8,795,552 813,330
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet171
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. 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,
200 W CENTER ST PROMENADE
ANAHEIM,CA92805 		PHYSICIAN FEES 97,975,023
MISSION INTERNAL MEDICAL GROUP,
26522 LA ALAMEDA SUITE 120
MISSION VIEJO,CA92691 		PHYSICIAN FEES 36,131,149
ANNADEL MEDICAL GROUP INC,
200 W CENTER ST PROMENADE
ANAHEIM,CA92805 		PHYSICIAN FEES 28,630,252
HUMBOLDT MEDICAL SPECIALISTS INC,
200 W CENTER ST PROMENADE
ANAHEIM,CA92805 		PHYSICIAN FEES 17,728,631
MORAN ROWEN DORSEY,
PO BOX 14005
ORANGE,CA92863 		CAPITATION & CLAIMS 9,010,066
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet308
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 0
Program Service RevenueAmt Business Code
2a NET PATIENT SERVICES 622110 830,505,570 830,505,570 0 0
b PATIENT CARE/HEALTH PLAN REIMBUR. 622110 3,094,842 3,094,842 0 0
c CLINICAL TRIALS - PATIENT RELATED 541710 2,276,857 2,276,857 0 0
d REIMBURSEMENT EHR & USE INCENTIVE 622110 4,811,833 4,811,833 0 0
e MOB RENTAL 531120 2,895,116 2,895,116 0 0
f All other program service revenue . 41,906,599 41,906,599 0 0
g Total. Add lines 2a–2f........MediumBullet 885,490,817
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 452,056     452,056
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 918,980  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 918,980  
d Net gain or (loss)..........MediumBullet 918,980     918,980
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 886,861,853 885,490,817 0 1,371,036
Form 990 (2014)
Form 990 (2014)
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 or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 0 0
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 0 0
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 0 0
4 Benefits paid to or for members .... 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 2,909,682 0 2,909,682 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0 0 0 0
7 Other salaries and wages .... 129,526,038 95,856,838 33,669,200 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 5,873,347 4,208,929 1,664,418 0
9 Other employee benefits ....... 43,455,815 34,781,894 8,673,921 0
10 Payroll taxes ........... 10,759,880 8,041,624 2,718,256 0
11 Fees for services (non-employees):        
a Management ...... 2,357,075 1,027,512 1,329,563 0
b Legal ......... 2,236,100 36,015 2,200,085 0
c Accounting ........... 51,517 0 51,517 0
d Lobbying ........... 0 0 0 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 0 0 0 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 680,781,907 666,860,035 13,921,872  
12 Advertising and promotion .... 444,200 36,473 407,727 0
13 Office expenses ....... 6,860,353 6,209,328 651,025 0
14 Information technology ...... 8,854,473 119,480 8,734,993 0
15 Royalties .. 0 0 0 0
16 Occupancy ........... 41,076,839 29,641,667 11,435,172 0
17 Travel ............ 893,220 633,314 259,906 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0 0 0 0
19 Conferences, conventions, and meetings .... 554,607 167,564 387,043 0
20 Interest ........... 4,198,958 3,148,541 1,050,417 0
21 Payments to affiliates ....... 0   0 0
22 Depreciation, depletion, and amortization ..... 18,488,310 4,411,502 14,076,808 0
23 Insurance .............. 5,802,569 4,715,943 1,086,626 0
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 68,916,891 68,916,891 0 0
b DUES AND SUBSCRIPTIONS 813,714 373,803 439,911 0
c RECRUITING 1,300,390 501,341 799,049 0
d ALL OTHER EXPENSES 3,811,601 1,969,675 1,841,926 0
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 1,039,967,486 931,658,369 108,309,117 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 MediumBullet if following SOP 98-2 (ASC 958-720). 0      
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 0 1 0
2 Savings and temporary cash investments ......... 5,725,868 2 28,973,750
3 Pledges and grants receivable, net ........... 0 3 0
4 Accounts receivable, net ............. 30,438,083 4 31,214,021
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 .............. 2,333,452 8 2,205,583
9 Prepaid expenses and deferred charges .......... 4,840,177 9 4,662,225
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 173,544,911
b Less: accumulated depreciation ..... 10b 73,334,232 95,032,487 10c 100,210,679
11 Investments—publicly traded securities .......... 15,566,556 11 16,221,280
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 ............... 127,872,759 14 128,579,477
15 Other assets. See Part IV, line 11 ........... 23,706,830 15 17,694,261
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 305,516,212 16 329,761,276
Liabilities 17 Accounts payable and accrued expenses ......... 69,144,204 17 85,888,774
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.................... 84,958,118 25 85,931,521
26 Total liabilities. Add lines 17 through 25......... 154,102,322 26 171,820,295
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 149,913,890 27 157,110,673
28 Temporarily restricted net assets ........... 1,500,000 28 830,308
29 Permanently restricted net assets ........... 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 151,413,890 33 157,940,981
34 Total liabilities and net assets/fund balances ........ 305,516,212 34 329,761,276
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
886,861,853
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,039,967,486
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-153,105,633
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
151,413,890
5
Net unrealized gains (losses) on investments ...............
5
-806,367
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
160,439,091
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
157,940,981
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
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:
b
Were the organization’s financial statements audited by an independent accountant?
2b
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:
c
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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.)..            
11 Total support Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds 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? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a 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.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
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.
1a
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.
b
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)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
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) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
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 ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   4,955,270 4,955,270
b Buildings ................   49,781,242 9,860,623 39,920,619
c Leasehold improvements ............   37,129,577 16,512,027 20,617,550
d Equipment ................   68,490,646 46,961,582 21,529,064
e Other .................   13,188,176   13,188,176
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 100,210,679
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (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.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DEPOSITS 559,071
(2) DEFERRED RENT ASSET 1,613,797
(3) OTHER ASSETS 1,991,836
(4) RESTRICTED ASSET 1,920,482
(5) OTHER RECEIVABLE 3,595,616
(6) OTHER RECEIVABLE-HOSPITAL 1,848,485
(7) OTHER RECEIVABLE-CAPITATION 4,709,603
(8) OTHER RECEIVABLE-REINSURANCE 1,455,371

Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 17,694,261
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
OTHER NON-CURRENT LIABILITIES 3,789,895
PAYABLE TO AFFILIATES 31,399,458
ASSET CONSTRUCTED FOR OTHERS 45,317,747
DEFERRED RENT LIABILITY 4,396,019
TENANT IMPROVEMENT LIABILITY 1,028,402




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 85,931,521
2. Liability for uncertain tax positions. 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) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part 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  
Part XIII
Supplemental Information
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.
Return Reference Explanation
CONSOLIDATED AUDIT FOOTNOTE FOR FIN 48 (ASC 740) SCHEDULE D, PART X, LINE 2 ACCOUNTING STANDARDS CODIFICATION (ASC 740), INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT JUNE 30, 2015 OR 2014.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ST JUDE HOSPITAL YORBA LINDA
 
Employer identification number

33-0185031
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
No
3
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.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1Robert Just IIIRegional COO Northern Ca. (i)
(ii)		 225,232
...............................
0 		48,790
...............................
0 		41,214
...............................
0 		16,020
...............................
0 		29,820
...............................
0 		361,076
...............................
0 		0
...............................
0
2Robert O'NeilV. P. Physician Relations/Risk (i)
(ii)		 104,214
...............................
0 		45,314
...............................
0 		22,053
...............................
0 		9,438
...............................
0 		4,770
...............................
0 		185,789
...............................
0 		0
...............................
0
3Charles FosterSR VP CEN/NORTH OC (i)
(ii)		 246,231
...............................
0 		65,268
...............................
0 		47,700
...............................
0 		17,111
...............................
0 		25,002
...............................
0 		401,312
...............................
0 		0
...............................
0
4David ZembikSr.VP Admin South Org County (i)
(ii)		 247,328
...............................
0 		65,268
...............................
0 		39,481
...............................
0 		2,857
...............................
0 		23,178
...............................
0 		378,112
...............................
0 		0
...............................
0
5Patricia BrydgesRegional VP Care Integration (i)
(ii)		 192,187
...............................
0 		50,697
...............................
0 		33,988
...............................
0 		19,668
...............................
0 		10,980
...............................
0 		307,520
...............................
0 		0
...............................
0
6Ronald MorelandSR VP NETWORK SUPPORT SVCS (i)
(ii)		 327,134
...............................
0 		86,229
...............................
0 		97,386
...............................
0 		18,200
...............................
0 		34,759
...............................
0 		563,708
...............................
0 		0
...............................
0
7Linda GlompExec. Director Home Health (i)
(ii)		 199,936
...............................
0 		36,509
...............................
0 		36,970
...............................
0 		10,535
...............................
0 		22,267
...............................
0 		306,217
...............................
0 		0
...............................
0
8James KyleChief Medical Officer-Heritage (i)
(ii)		 219,899
...............................
0 		86,857
...............................
0 		195,741
...............................
0 		8,669
...............................
0 		12,895
...............................
0 		524,061
...............................
0 		0
...............................
0
9Dennis WolinVP ADMIN SOUTH (i)
(ii)		 77,048
...............................
0 		0
...............................
0 		153,844
...............................
0 		3,076
...............................
0 		54
...............................
0 		234,022
...............................
0 		0
...............................
0
10Richard Afable MDBOARD TRUSTEE (i)
(ii)		 0
...............................
734,253 		0
...............................
282,505 		0
...............................
137,561 		0
...............................
3,069 		0
...............................
32,558 		0
...............................
1,189,946 		0
...............................
0
11Robert BraithwaiteBOARD TRUSTEE (i)
(ii)		 0
...............................
556,186 		0
...............................
295,295 		0
...............................
100,568 		0
...............................
4,230 		0
...............................
35,058 		0
...............................
991,337 		0
...............................
0
12Kenneth McFarlandBOARD TRUSTEE (i)
(ii)		 0
...............................
502,916 		0
...............................
175,950 		0
...............................
172,819 		0
...............................
20,304 		0
...............................
32,557 		0
...............................
904,546 		0
...............................
60,331
13Darrin MontalvoBOARD TRUSTEE (i)
(ii)		 0
...............................
740,382 		0
...............................
585,139 		0
...............................
230,770 		0
...............................
23,056 		0
...............................
35,058 		0
...............................
1,614,405 		0
...............................
0
14Steve MoreauBOARD TRUSTEE (i)
(ii)		 0
...............................
577,101 		0
...............................
110,001 		0
...............................
144,145 		0
...............................
10,400 		0
...............................
17,218 		0
...............................
858,865 		0
...............................
0
15Lee PenroseBOARD TRUSTEE (i)
(ii)		 0
...............................
548,890 		0
...............................
199,076 		0
...............................
163,880 		0
...............................
20,736 		0
...............................
24,318 		0
...............................
956,900 		0
...............................
0
16CR BurkeCEO, Heritage Healthcare (i)
(ii)		 0
...............................
497,737 		0
...............................
187,098 		0
...............................
387,789 		0
...............................
20,632 		0
...............................
16,271 		0
...............................
1,109,527 		0
...............................
163,927
17Mark JablonskiBOARD TRUSTEE/SECRETARY (i)
(ii)		 0
...............................
248,258 		0
...............................
103,325 		0
...............................
12,215 		0
...............................
25,080 		0
...............................
17,188 		0
...............................
406,066 		0
...............................
0
18Kris Iyer MDBOARD TRUSTEE (i)
(ii)		 0
...............................
385,424 		0
...............................
100,712 		0
...............................
57,064 		0
...............................
13,000 		0
...............................
1,572 		0
...............................
557,772 		0
...............................
0
19Tina MycroftChief Financial Officer (i)
(ii)		 340,100
...............................
0 		88,455
...............................
0 		67,005
...............................
0 		24,316
...............................
0 		25,845
...............................
0 		545,721
...............................
0 		0
...............................
0
20John BennettChief Administrative Officer (i)
(ii)		 286,019
...............................
0 		74,621
...............................
0 		53,808
...............................
0 		19,988
...............................
0 		25,601
...............................
0 		460,037
...............................
0 		0
...............................
0
21Kevin ManemannREGIONAL COO, SOUTHERN CA (i)
(ii)		 358,530
...............................
0 		94,972
...............................
0 		73,563
...............................
0 		18,125
...............................
0 		32,448
...............................
0 		577,638
...............................
0 		0
...............................
0
22BRIAN HELLELANDBOARD TRUSTEE (PART YEAR) (i)
(ii)		 0
...............................
382,960 		0
...............................
169,707 		0
...............................
5,826 		0
...............................
12,903 		0
...............................
32,500 		0
...............................
603,896 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
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.
Return Reference Explanation
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.
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 FOR THE PROCESS USED BY ST. JOSEPH HEALTH SYSTEM.
FORM 990, SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE YEAR: DENNIS WOLIN IN THE AMOUNT OF $138,096 JAMES KYLE IN THE AMOUNT OF $157,742
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. THE FOLLOWING INDIVIDUALS RECEIVED 457(F) PAYMENTS DURING THE YEAR: KENNETH MCFARLAND IN THE AMOUNT OF $60,330. C.R. BURKE IN THE AMOUNT OF $163,927. ROBERT BRAITHWAITE AND KRIS IYER PARTICIPATE IN A SERP PLAN IN ACCORDANCE WITH EMPLOYMENT CONTRACTS WITH HOAG MEMORIAL HOSPITAL PRESBYTERIAN, A RELATED TAX-EXEMPT ORGANIZATION. NO PAYOUTS WERE MADE DURING THE CURRENT YEAR.
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) 2014

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





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

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-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?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefiting 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) 2014
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) EMERGENCY MEDICAL SPECIALISTS OC TRUSTEE 2,347,474 SEE PART V   No
(2) HOAG MEDICAL GROUP TRUSTEE 8,353,184 SEE PART V   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART IV DR. JAMES PIEROG IS A PART YEAR TRUSTEE ON THE BOARD OF ST JOSEPH HERITAGE HEALTHCARE AND IS ALSO THE OWNER OF EMERGENCY MEDICAL SPECIALISTS OF ORANGE COUNTY (EMSOC), MAKING EMSOC AN INTERESTED PARTY. DR. KRIS IYER IS A TRUSTEE ON THE BOARD OF ST. JOSEPH HERITAGE HEALTHCARE AND IS ALSO A 100% SHAREHOLDER OF HOAG MEDICAL GROUP, MAKING HOAG MEDICAL GROUP AN INTERESTED PARTY.
Schedule L (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

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

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
ST JUDE HOSPITAL YORBA LINDA
 
Employer identification number

33-0185031
Return Reference Explanation
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.
FORM 990, PART III, LINE 4A ORGANIZATIONS MISSION TO EXTEND 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. REALIZING OUR MISSION ST. JOSEPH HERITAGE HEALTHCARE HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE LOCAL COMMUNITY FOR OVER 20 YEARS. ST. JOSEPH HERITAGE IS A NOT-FOR-PROFIT MEDICAL PRACTICE FOUNDATION THAT PROVIDES QUALITY CARE PROFESSIONAL MEDICAL SERVICES IN THE COUNTIES OF ORANGE, LOS ANGELES, SAN BERNARDINO, NAPA, SONOMA, HUMBOLDT, LAKE, MARIN, AND MENDOCINO. ST. JOSEPH HERITAGE HEALTHCARE HAS OVER 2,500 EMPLOYEES COMMITTED TO FULFILLING OUR MISSION. OVER THE PAST YEAR ST. JOSEPH HERITAGE HEALTHCARE HAS EXPERIENCED SIGNIFICANT GROWTH ACROSS ALL REGIONS AND HAS EXPANDED SERVICES TO INCLUDE ADMINISTRATION OF ST. JOSEPH HEALTH FULL RISK PATIENTS. AS A MEMBER OF THE ST. JOSEPH HEALTH MINISTRY, ST. JOSEPH HERITAGE HEALTHCARE IS COMMITTED TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE. THIS MISSION HAS GUIDED OUR CATHOLIC HEALTHCARE MINISTRY SINCE THE OPENING OF OUR FIRST HOSPITAL IN EUREKA, CALIFORNIA NEARLY 100 YEARS AGO. THE SISTERS OF ST. JOSEPH OF ORANGE TRACE THEIR ROOTS BACK TO 17TH CENTURY FRANCE AND THE UNIQUE VISION OF A JESUIT PRIEST NAMED JEAN-PIERRE MEDAILLE. HE SOUGHT TO ORGANIZE AN ORDER OF RELIGIOUS WOMEN WHO, RATHER THAN REMAINING SAFELY CLOISTERED IN A CONVENT, VENTURED OUT INTO THE COMMUNITY TO SEEK OUT "THE DEAR NEIGHBORS" AND MINISTER TO THEIR NEEDS. THE CONGREGATION MANAGED TO SURVIVE THE TURBULENCE OF THE FRENCH REVOLUTION AND EVENTUALLY EXPANDED, NOT ONLY THROUGHOUT FRANCE, BUT THROUGHOUT THE WORLD. IN 1912 A SMALL GROUP OF SISTERS OF ST. JOSEPH WENT TO EUREKA, CALIFORNIA, AT THE INVITATION OF THE LOCAL BISHOP, TO ESTABLISH A SCHOOL. A FEW YEARS LATER, THE GREAT INFLUENZA EPIDEMIC OF 1918 CAUSED THE SISTERS TO TEMPORARILY SET ASIDE THEIR EDUCATION EFFORTS TO CARE FOR THE ILL. THEY REALIZED IMMEDIATELY THAT THE SMALL COMMUNITY DESPERATELY NEEDED A HOSPITAL. THROUGH BOLD FAITH, FORESIGHT, AND FLEXIBLITY IN 1920, THE SISTERS OPENED THE 28-BED ST. JOSEPH HOSPITAL OF EUREKA, THE FIRST ST. JOSEPH HEALTH SYSTEM MINISTRY. PATIENT FINANCIAL ASSISTANCE PROGRAM ST. JOSEPH HERITAGE HEALTHCARE BELIEVES THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY ST. JOSEPH HERITAGE HEALTHCARE HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM (FAP) THAT PROVIDES FREE OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. IN FY15, ST. JOSEPH HERITAGE HEALTHCARE PROVIDED $299,550 IN FREE AND DISCOUNTED CARE, 1,426 ENCOUNTERS AND 280 LIVES TOUCHED. MEDICAID PROGRAM ST JOSEPH HERITAGE HEALTHCARE PROVIDED ACCESS TO UNINSURED AND UNDERINSURED PERSONS BY PARTICIPATING IN THE FEDERAL AND STATE SPONSORED MEDICAID PROGRAM. IN FY15, ST. JUDE HERITAGE PROVIDED $27,443,565 IN UNPAID COST OF MEDICAID AND 40,715 LIVES TOUCHED, AND $63,011 IN UNPAID COST OF OTHER MEANS TESTED PROGRAMS AND 34 LIVES TOUCHED. PROGRAM SERVICE ACCOMPLISHMENTS ST. JOSEPH HERITAGE HEALTHCARE HAS A LONG-STANDING COMMITMENT TO SERVE THE COMMUNITY. CONNECTING WITH THE COMMUNITY BY SEEKING TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF PEOPLE THE COMMUNITIES WE SERVE BY JOINING OTHER COMMUNITY PROGRAMS TO HELP ADVOCATE AND SUPPORT FOR THE UNDERSERVED. THE FOLLOWING ARE SOME HIGHLIGHTS TO SHOW OUR EFFORTS. KEY COMMUNITY PARTNERS: MERCY HOUSE, SECOND HARVEST FOOD BANK, CONCERN AMERICA, PATHWAYS OF HOPE, FLORENCE CRITTENTON, SEVERAL LOCAL SCHOOLS IN ORANGE COUNTY, CANNING HUNGER, HONORING OUR FALLEN, VETERANS FIRST, FRIENDSHIP SHELTER, ILLUMINATION FOUNDATION, LAURA'S HOUSE, RELAY FOR LIFE. THE TOP THREE COMMUNITY BENEFIT PROGRAMS: I. COMMUNITY OUTREACH AND ADVOCACY COMMITTEE II. IN-KIND DONATIONS (BROADER COMMUNITY) III. IN-KIND DONATIONS (UNDERSERVED) COMMUNITY OUTREACH AND ADVOCACY COMMITTEE (COAC) WITHIN EACH HERITAGE MINISTRY WE HAVE A COMMUNITY OUTREACH AND ADVOCACY COMMITTEE (COAC) THAT IDENTIFIES AND ASSISTS IN CREATING AWARESS, COLLECTION DRIVES AND VOLUNTEERS TO HELP THE UNDERSERVED, LOCAL COMMUNITY PROGRAMS AND GLOBAL HUMANITARIAN EFFORTS. THESE COMMITTEES MEET MONTHLY TO DISCUSS THE NEEDS IDENTIFIED AND WORK TOGETHER TO DEVELOP A PLAN TO MEET THE NEEDS. TOTAL UNREIMBURSED EXPENSES $6,059. IN-KIND DONATIONS (BROADER COMMUNITY) CREATING AWARENESS FOR THE BROADER COMMUNITY AND HELPING TO SUPPORT PROGRAMS THAT PROMOTE HEALTH EDUCATION AND WELLBEING ARE AREAS THAT HERITAGE IS COMMITTED TO. HERITAGE EMPLOYEES DEDICATE TIME TO HELP RAISE AWARENESS FOR VARIOUS LOCAL PROGRAMS, SERVE TIME TO HELP IN COLLECTION DRIVES AND RESEARCH TO DETERMINE NEED WITHIN LOCAL COMMUNITIES. TOTAL UNREIMBURSED EXPENSES $3,114. IN-KIND DONATIONS (UNDERSERVED) IDENTIFYING THOSE IN NEED & HELPING TO ASSIST THEM IS PART OF OUR CORE VALUES AT ST. JOSEPH HEALTH. EMPLOYEES DEDICATE TIME TO COLLECT MUCH NEEDED ITEMS FOR THE UNDERSERVED AS WELL AS DEDICATE TIME TO HELP SERVE HOMELESS, UNDERSERVED CHILDREN, AND VARIOUS CHARITIES THAT HELP THOSE WITH FOOD, CLOTHING AND SHELTER. TOTAL UNREIMBURSED EXPENSES $10,225. FOR MORE INFORMATION ABOUT ST. JOSEPH HEALTH, PLEASE VISIT WWW.STJHS.ORG.
FORM 990, PART VI, LINE 6 MEMBER OR STOCKHOLDERS THE CORPORATE MEMBERS OF THE CORPORATION SHALL BE ST JUDE HOSPITAL, ST JOSEPH HOSPITAL OF ORANGE, MISSION HOSPITAL, HOAG MEMORIAL PRESBYTERIAN AND ST JOSEPH HEALTH SYSTEM, EACH A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION.
FORM 990, PART VI, LINE 7A POWER TO ELECT OR APPOINT MEMBERS 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.
FORM 990, PART VI, LINE 7B DECISION RESERVED TO MEMBERS OR STOCKHOLDERS LISTED BELOW ARE THE RESERVED POWERS OF THE CORPORATE MEMBERS OF ST. JOSEPH HERITAGE HEALTHCARE AND ST. JOSEPH HEALTH MINISTRY, A RELATED ORGANIZATION 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 HOAG MEMORIAL HOSPITAL PRESBYTERIAN ST JOSEPH HEALTH SYSTEM ST JOSEPH HEALTH MINISTRY 2. TO APPROVE THE CORPORATIONS 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 HOAG MEMORIAL HOSPITAL PRESBYTERIAN ST JOSEPH HEALTH SYSTEM ST JOSEPH HEALTH MINISTRY 3. TO APPROVE ANY MERGER, CONSOLIDATION, AFFILIATION, OR DISSOLUTION OF THE CORPORATION ST JUDE MEDICAL CENTER ST JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL HOAG MEMORIAL HOSPITAL PRESBYTERIAN ST JOSEPH HEALTH SYSTEM ST JOSEPH HEALTH MINISTRY 4. TO APPROVE THE SALES, LEASE, DISPOSITION OR HYPOTHECATION OF REAL PROPERTY OWNED BY THE CORPORATION AND USED IN THE OPERATION OF THE NORTH ORANGE COUNTY DIVISION ST JUDE MEDICAL CENTER ST JOSEPH HEALTH SYSTEM ST JOSEPH HEALTH MINISTRY 5. TO APPROVE THE SALE, LEASE, DISPOSITION OR HYPOTHECATION OF REAL PROPERTY OWNED BY THE CORPORATION AND USED IN THE OPERATION OF THE CENTRAL ORANGE COUNTY DIVISION. ST JOSEPH HOSPITAL OF ORANGE ST JOSEPH HEALTH SYSTEM ST JOSEPH HEALTH MINISTRY 6. TO APPROVE THE SALE, LEASE, DISPOSITION OR HYPOTHECATION OF REAL PROPERTY OWNED BY THE CORPORATION AND USED IN THE OPERATION OF THE SOUTH ORANGE COUNTY DIVISION. MISSION HOSPITAL ST JOSEPH HEALTH SYSTEM ST JOSEPH HEALTH MINISTRY 7. TO APPROVE THE SALE, LEASE, DISPOSITION OR HYPOTHECATION OF REAL PROPERTY OWNED BY THE CORPORATION AND USED IN THE OPERATION OF THE HOAG DIVISION. HOAG MEMORIAL HOSPITAL PRESBYTERIAN ST JOSEPH HEALTH SYSTEM ST JOSEPH HEALTH MINISTRY 8. TO ELECT, IN ACCORDANCE WTH SECTIONS 6.3(C) AND (D), THE DIRECTORS NOMINATED TO THE CORPORATIONS BOARD BY EITHER SJUHMG, OR SJMC; AND/OR TO APPROVE THEIR REMOVAL IN ACCORDANCE WITH SECTION 6.7. ST JUDE MEDICAL CENTER ST JOSEPH HEALTH SYSTEM ST JOSEPH HEALTH MINISTRY 9. TO ELECT, IN ACCORDANCE WTH SECTIONS 6.3(C) AND (D), THE DIRECTORS NOMINATED TO THE CORPORATIONS BOARD BY EITHER SJOHMG, SJOHAP, OR SJO; AND/OR TO APPROVE THEIR REMOVAL IN ACCORDANCE WITH SECTION 6.7. ST JOSEPH HOSPITAL OF ORANGE 10. TO ELECT, IN ACCORDANCE WTH SECTIONS 6.3(C) AND (D), THE DIRECTORS NOMINATED TO THE CORPORATIONS BOARD BY EITHER MIMG, OR MH; AND/OR TO APPROVE THEIR REMOVAL IN ACCORDANCE WITH SECTION 6.7. MISSION HOSPITAL 11. TO ELECT, IN ACCORDANCE WTH SECTIONS 6.3(C) AND (D), THE DIRECTORS NOMINATED TO THE CORPORATIONS BOARD BY EITHER HMG, OR HMHP; AND/OR TO APPROVE THEIR REMOVAL IN ACCORDANCE WITH SECTION 6.7. HOAG MEMORIAL HOSPITAL PRESBYTERIAN 12. TO ELECT, IN ACCORDANCE WTH SECTIONS 6.3(F), OF THE COMMUNITY DIRECTOR NOMINATED TO THE CORPORATIONS BOARD; AND/OR TO APPROVE THEIR REMOVAL IN ACCORDANCE WITH SECTION 6.7. ST JUDE MEDICAL CENTER ST JOSEPH HOSPITAL OF ORANGE MISSION HOSPITAL HOAG MEMORIAL HOSPITAL PRESBYTERIAN ST JOSEPH HEALTH SYSTEM
FORM 990, PART VI, LINE 11B THE FORM 990 WAS 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 WAS THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD FOR THE MAY 2016 MEETING. DURING THE BOARD MEETING, MANAGEMENT PRESENTED AND DISCUSSED CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990.
FORM 990, PART VI, LINE 12C OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE THE EXISTENCE AND NATURE OF ANY ACTUAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST HE/SHE MAY HAVE THAT MIGHT RESULT IN OR HAVE THE APPEARANCE OF A CONFLICT IN CONNECTION WITH THAT INDIVIDUAL SATISFYING THEIR FIDUCIARY OBLIGATIONS TO THE ORGANIZATION. DISCLOSURES SHALL BE MADE PROMPTLY ANY TIME AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST ARISES AND BEFORE THE CONSUMMATION OF ANY CONTRACT, TRANSACTION OR ARRANGEMENT THAT IS THE SUBJECT OF THE POTENTIAL CONFLICT OF INTEREST. WITH GUIDANCE FROM THE ST. JOSEPH HEALTH SYSTEM CHIEF COMPLIANCE OFFICER (CCO), THE CHIEF EXECUTIVE AND/OR THE GOVERNING BOARD CHAIRPERSON, AS APPROPRIATE, CONSIDERS THE MATTER INITIALLY. IF THE MATTER CANNOT BE RESOLVED AT THAT LEVEL, THE MATTER IS ESCALATED TO THE CCO. THE CCO, IN CONSULTATION WITH THE ST. JOSEPH HEALTH SYSTEM GENERAL COUNSEL, REVIEWS THE MATTER AND PRESENTS RECOMMENDATIONS TO THE GOVERNING BOARD AND/OR BOARD COMMITTEE, AS APPROPRIATE, FOR DISCUSSION AND VOTE. THE INDIVIDUAL WHOSE POTENTIAL CONFLICT IS BEING REVIEWED MAY BE REQUESTED TO BE PRESENT DURING ANY MEETING IN WHICH THE BOARD OR BOARD COMMITTEE CONDUCTS ITS EVALUATION BUT SHALL BE EXCUSED FOR ANY DISCUSSION OR VOTE. ONCE ALL NECESSARY INFORMATION HAS BEEN OBTAINED, THE COMMITTEE CONDUCTS ITS EVALUATION AND FORWARDS ITS FINDINGS AND RECOMMENDATIONS TO THE SJHS CHIEF COMPLIANCE OFFICER. IF THE COMMITTEE DETERMINES AN UNRESOLVED CONFLICT OF INTEREST EXISTS, THE COMMITTEE WILL EVALUATE AND RECOMMEND CONFLICT MITIGATION STRATEGIES. THE SJHS CHIEF COMPLIANCE OFFICER, IN CONSULTATION WITH SJHS GENERAL COUNSEL, WILL REVIEW THE COMMITTEE FINDINGS, RECOMMENDATIONS, AND MITIGATION STRATEGIES, AND PRESENT RECOMMENDATIONS TO THE BOARD FOR DISCUSSION AND VOTE.
FORM 990, PART VI, LINES 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. EXECUTIVE COMPENSATION IS APPROVED BY THE WORK LIFE COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE REVIEWS COMPARABILITY DATA PREPARED FOR AND COMPILED BY THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE, A COMMITTEE OF THE ST. JOSEPH HEALTH SYSTEM BOARD OF TRUSTEES COMPRISED OF INDEPENDENT MEMBERS. THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE ACTS IN ACCORDANCE WITH A COMMITTEE CHARTER APPROVED BY THE ST. JOSEPH HEATLH SYSTEM BOARD OF TRUSTEES AND AN EXECUTIVE COMPENSATION PHILOSOPHY. THE CHARTER DIRECTS THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE TO ADMINISTER THE EXECUTIVE COMPENSATION PROGRAM AND TO APPROVE PROGRAM CHANGES, AS NECESSARY, TO ENSURE ALIGNMENT WITH THE STATED PHILOSOPHY AND ENSURE CONTINUED COMPLIANCE WITH FEDERAL AND STATE REGULATIONS ON BEHALF OF THE ST. JOSEPH HEALTH SYSTEM BOARD OF TRUSTEES. OVERALL, THE PHILOSOPHY IS INTENDED TO REWARD A BROAD SPECTRUM OF HIGH ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE EXPECTATIONS, AS WELL AS RETENTION OF KEY MANAGEMENT TALENT. THE EXECUTIVE COMPENSATION PHILOSOPHY DEFINES THE MARKET FOR ADMINISTERING COMPENSATION AS A COMPARABLE SET OF FOR PROFIT AND NOT-FOR-PROFIT HEALTH CARE DELIVERY SYSTEMS. ST. JOSEPH HEALTH SYSTEM PROVIDES COMPENSATION TO ITS EXECUTIVES IN THE FORM OF BASE SALARY, AN ANNUAL INCENTIVE PROGRAM, AND BENEFITS. TO ENSURE COMPENSATION PHILOSOPHY ADHERENCE AND GENERAL FAIR MARKET VALUE COMPENSATION, THE COMMITTEE REGULARLY REVIEWS INFORMATION FROM MULTIPLE SOURCES OF MARKET DATA AND ENGAGES LEGAL COUNSEL AND CONSULTING SUPPORT, AS NEEDED. THEY USE THIS INFORMATION TO SUPPORT ONGOING EFFECTIVENESS AND ADMINISTRATION OF THE PROGRAM. THE ST. JOSEPH HEALTH SYSTEM WORKLIFE COMMITTEE MEETS AT LEAST 3 TIMES A YEAR AND TAKES ACTION IN EXECUTIVE SESSION. THESE ACTIONS ARE DOCUMENTED IN DETAILED MINUTES AND APPROVED IN SUBSEQUENT MEETINGS. A FULL COMPENSATION REVIEW IS CONDUCTED ON A BIENNIAL BASIS AND THE LAST REVIEW WAS PERFORMED IN JUNE 2015. DURING THE YEAR, THE WORK LIFE COMMITTEE REVIEWED AND APPROVED ANY CHANGES IN COMPENSATION FOR KEY EXECUTIVES PREDICATED ON THE ANALYSIS AND RECOMMENDATION BY AN INDEPENDENT THIRD PARTY CONSULTNG FIRM WITH EXPERTISE IN HEALTHCARE EXECUTIVE COMPENSATION. IN ADDITION, ANNUAL INCENTIVE AWARDS ARE REVIEWED AND APPROVED PRIOR TO PAYMENT CONSISTENT WITH THE MOST RECENT COMPENSATION BIENNIAL REVIEW AND IN ACCORDANCE WITH THE PLAN DOCUMENT. THESE ACTIONS ARE DOCUMENTED IN DETAILED MINUTES WHICH ARE SUBSEQUENTLY APPROVED AT THE COMMITTEE MEETING.
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.
FORM 990, PART IX, LINE 11G FEES FOR SERVICES (NON-EMPLOYEES)-OTHER OTHER PURCHASED SERVICES 192,684,750 PURCHASED MEDICAL SERVICES 477,409,086 SECURITY 577,951 TEMPORARY STAFF 8,627,491 TRANSCRIPTIONS 1,482,629 ============== TOTAL 680,781,907
FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS EQUITY TRANSFERS 160,439,091 ============= TOTAL 160,439,091
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
ST JUDE HOSPITAL YORBA LINDA
 
Employer identification number

33-0185031
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (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" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


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

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) COVENANT HEALTH NETWORK INC
3345 MICHELSON DRIVE STE 100

IRVINE,CA92612
46-1259908 		HEALTHCARE CA 501(C)(3) 11,III SJHS
 
Yes
 
(2) COVENANT ACO
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) COVENANT HEALTH PARTNERS
3615 19TH STREET

LUBBOCK,TX79410
46-3516417 		HEALTHCARE TX 501(C)(3) 11, I CHS
 
Yes
 
(7) HOAG CHARITY SPORTS
330 PLACENTIA AVE

NEWPORT BEACH,CA92663
45-2982422 		SUPPORT CA 501(C)(3) 7 HHF
 
Yes
 
(8) HOAG HOSPITAL FOUNDATION
330 PLACENTIA AVE

NEWPORT BEACH,CA92663
95-3222343 		FUNDRAISING CA 501(C)(3) 7 HMHP
 
Yes
 
(9) HOAG MEMORIAL HOSPITAL PRESBYTERIAN
1 HOAG ROAD BOX 6100

NEWPORT BEACH,CA92663
95-1643327 		HEALTHCARE CA 501(C)(3) 3 CHN
 
Yes
 
(10) HOME CARE PARTNERS
1165 MONTGOMERY DR

SANTA ROSA,CA95405
68-0318656 		INACTIVE CA 501(C)(3) 3 SRMH
 
Yes
 
(11) HOSPICE OF LUBBOCK
3702 21ST STREET

LUBBOCK,TX79410
75-2133781 		HEALTHCARE TX 501(C)(3) 9 CHS
 
Yes
 
(12) LUBBOCK METHODIST HOSPITAL FOUNDATION
3615 19TH STREET

LUBBOCK,TX79410
75-2220963 		HEALTHCARE TX 501(C)(3) 7 CHS
 
Yes
 
(13) METHODIST CHILDREN'S HOSPITAL
3610 21ST STREET

LUBBOCK,TX79410
75-2428911 		HEALTHCARE TX 501(C)(3) 3 CHS
 
Yes
 
(14) METHODIST HOSPITAL LEVELLAND
1900 COLLEGE AVENUE

LEVELLAND,TX79336
75-2246348 		HEALTHCARE TX 501(C)(3) 3 CHS
 
Yes
 
(15) METHODIST HOSPITAL PLAINVIEW
2601 DIMMITT ROAD

PLAINVIEW,TX79072
75-2426010 		HEALTHCARE TX 501(C)(3) 3 CHS
 
Yes
 
(16) MISSION HOSPITAL REGIONAL MEDICAL CTR
27700 MEDICAL CENTER ROAD

MISSION VIEJO,CA92691
95-1643360 		HEALTHCARE CA 501(C)(3) 3 CHN
 
Yes
 
(17) QUEEN OF THE VALLEY MEDICAL CENTER
1000 TRANCAS STREET

NAPA,CA94558
94-1243669 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
Yes
 
(18) REDWOOD MEMORIAL FOUNDATION
3300 RENNER DRIVE

FORTUNA,CA95540
94-2779313 		HEALTHCARE CA 501(C)(3) 7 RMH
 
Yes
 
(19) REDWOOD MEMORIAL HOSPITAL
3300 RENNER DRIVE

FORTUNA,CA95540
94-1384665 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
Yes
 
(20) SANTA ROSA MEMORIAL HOSPITAL
1165 MONTGOMERY DR

SANTA ROSA,CA95405
94-1231005 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
Yes
 
(21) SISTERS OF ST JOSEPH OF ORANGE
480 S BATAVIA

ORANGE,CA92868
95-1643383 		RELIGIOUS ORG CA 501(C)(3) 1 NA
 
 
No
(22) SRM ALLIANCE HOSPITAL SERVICES (PVH)
400 NORTH MCDOWELL BLVD

PETALUMA,CA94954
68-0395200 		HEALTHCARE CA 501(C)(3) 3 SRMH
 
Yes
 
(23) ST JOSEPH HEALTH MINISTRY
3345 MICHELSON DRIVE STE 100

IRVINE,CA92612
27-1666576 		RELIGIOUS ORG CA 501(C)(3) 1 SSJO
 
 
No
(24) ST JOSEPH HEALTH SYSTEM
3345 MICHELSON DRIVE STE 100

IRVINE,CA92612
95-3589356 		HEALTHCARE CA 501(C)(3) 11, I SJHM
 
 
No
(25) ST JOSEPH HEALTH SYSTEM FOUNDATION
3345 MICHELSON DRIVE STE 100

IRVINE,CA92612
33-0143024 		HEALTHCARE CA 501(C)(3) 7 SJHS
 
Yes
 
(26) ST JOSEPH HOME CARE NETWORK
111 SONOMA STE 308

SANTA ROSA,CA95405
68-0331084 		HEALTHCARE CA 501(C)(3) 9 SJHS
 
Yes
 
(27) ST JOSEPH HOSPITAL OF EUREKA
2700 DOLBEER STREET

EUREKA,CA95501
94-1156596 		HEALTHCARE CA 501(C)(3) 3 SJHS
 
Yes
 
(28) ST JOSEPH HOSPITAL OF ORANGE
1100 WEST STEWART DRIVE

ORANGE,CA92868
95-1643359 		HEALTHCARE CA 501(C)(3) 3 CHN
 
Yes
 
(29) ST JUDE HOSPITAL INC
101 EAST VALENCIA MESA DRIVE

FULLERTON,CA92635
95-1643324 		HEALTHCARE CA 501(C)(3) 3 CHN
 
Yes
 
(30) ST MARY MEDICAL CENTER
18300 HIGHWAY 18

APPLE VALLEY,CA92307
95-1914489 		HEALTHCARE CA 501(C)(3) 3 CHN
 
Yes
 
(31) ST MARY OF THE PLAINS HOSPITAL FDN
4000 24TH STREET

LUBBOCK,TX79410
75-1653181 		HEALTHCARE TX 501(C)(3) 7 CHS
 
Yes
 
(32) TALLER SAN JOSE
801 NORTH BROADWAY

SANTA ANA,CA92701
59-3816355 		WORK DEVELOPM 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) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No
(1) COVENANT LONG-TERM CARE LP

SEE PART VII
LA PALMA,CA906231052
33-0307672 		HEALTHCARE TX NA
  		N/A               0 %
(2) HEALTHCARE DESIGN & CONSTRUCT

SEE PART VII
ORANGE,CA92868
27-1000061 		REAL ESTATE DE NA
  		N/A               0 %
(3) HEALTHCARE PROPERTY ADVISORS

SEE PART VII
NEWPORT BEACH,CA92658
61-1588294 		REAL ESTATE DE NA
  		N/A               0 %
(4) HERITAGE INVESTMENT GROUP

SEE PART VII
LUBBOCK,TX79410
75-2177401 		INVESTMENTS CA NA
  		N/A               0 %
(5) HOAG ORTHOPEDIC INSTITUTE

SEE PART VII
ORANGE,CA92868
95-4813223 		HEALTHCARE CA NA
  		N/A               0 %
(6) LUBBOCK SURGERY CENTER LTD

SEE PART VII
LUBBOCK,TX79410
75-2343261 		HEALTHCARE TX NA
  		N/A               0 %
(7) METHODIST DIAGNOSTIC IMAGING

SEE PART VII
MISSION VIEJO,CA92691
20-3132592 		HEALTHCARE TX NA
  		N/A               0 %
(8) MISSION AMBULATORY SURGICENTER

SEE PART VII
NEWPORT BEACH,CA92660
33-0191776 		HEALTHCARE CA NA
  		N/A               0 %
(9) NEWPORT IMAGING CENTER

SEE PART VII
AUSTIN,TX78750
75-2569094 		HEALTHCARE CA NA
  		N/A               0 %
(10) SHA LLC

SEE PART VII
ORANGE,CA928682012
33-0307672 		INSURANCE TX NA
  		N/A               0 %
(11) ST JOSEPH PHYSICIAN VENTURES

SEE PART VII
ORANGE,CA928682012
33-0282945 		REAL ESTATE CA NA
  		N/A               0 %
(12) ST JOSEPH HLTH SYS HOME CARE

SEE PART VII
LA PALMA,CA906231052
90-0745066 		HOME HEALTH CA NA
  		N/A               0 %
(13) ST JOSEPH HLTH SYS HOME HLTH

SEE PART VII
LA PALMA,CA906231052
46-4807513 		HOME HEALTH CA NA
  		N/A               0 %
(14) THE INNOVATION INSTITUTE

SEE PART VII
LA PALMA,CA906231052
 HEALTHCARE DE NA
  		N/A               0 %
(15) TOTAL HEALTH ENVIRONMENT

 
 
HEALTHCARE DE NA
  		N/A                
(16) ADVANCED SURGERY INSTITUTE LLC

 
 
HEALTHCARE CA NA
  		N/A                
(17) NORTH BAY ENDOSCOPY CENTER

 
 
HEALTHCARE CA NA
  		N/A                
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) ALLIANCE PHYSICIAN SERVICES

 
 
INACTIVE CA NA
  		C-CORP          
(2) AMERICAN UNITY GROUP LTD

90 PITTS BAY ROAD
PEMBROKE,HM HXHM08
BD
CAPTIVE INSURANCE BD NA
  		C-CORP          
(3) COASTAL MANAGEMENT SERVICES ORGANIZATION

1 HOAG DRIVE BOX 6100
NEWPORT BEACH,CA92658
33-0676831 		HEALTHCARE CA NA
  		C-CORP          
(4) DATU HEALTH INC

16150 MAIN CIRCLE DR SUITE 250
CHESTERFIELD,MO63017
46-3070062 		IT SVCS MO NA
  		C-CORP          
(5) HMTS INC

1 HOAG DRIVE
NEWPORT BEACH,CA92658
45-3583707 		HEALTHCARE CA NA
  		C-CORP          
(6) HOAG MANAGEMENT SERVICES INC

1 HOAG DRIVE BOX 6100
NEWPORT BEACH,CA92658
33-0731587 		HEALTHCARE CA NA
  		C-CORP          
(7) HPA REALTY INC

1 CENTERPOINTE DRIVE SUITE 200
LA PALMA,CA90623
 REAL ESTATE CA NA
  		C-CORP          
(8) LUBBOCK METHODIST HOSP PRACTICE MGMT

2107 OXFORD STREET STE 300
LUBBOCK,TX79410
75-2578995 		INACTIVE TX NA
  		C-CORP          
(9) LUBBOCK METHODIST HOSPITAL SVCS

PO BOX 1201
LUBBOCK,TX79410
75-2118585 		HEALTHCARE TX NA
  		C-CORP          
(10) MISSION VIEJO MEDICAL VENTURES

27800 MEDICAL CENTER RD 354
MISSION VIEJO,CA92691
33-0212905 		HEALTHCARE CA NA
  		C-CORP          
(11) ST JOSEPH HEALTH

3345 MICHELSON DRIVE SUITE 100
IRVINE,CA92612
46-2340232 		HOLDING COMPANY CA NA
  		C-CORP          
(12) ST JOSEPH HEALTH SOURCE INC

3345 MICHELSON DRIVE SUITE 100
IRVINE,CA92612
46-1900168 		HEALTHCARE CA NA
  		C-CORP          
(13) ST JOSEPH PROF SVCS ENTERPRISES INC

3345 MICHELSON DRIVE SUITE 100
IRVINE,CA92612
33-0155323 		HEALTHCARE CA NA
  		C-CORP          
(14) ST JOSEPH YORBA PARK

 
 
INACTIVE CA NA
  		C-CORP          
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on 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
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) HOAG MEMORIAL HOSPITAL PRESBYTERIAN

 R 123,860 FMV
(2) HOAG MEMORIAL HOSPITAL PRESBYTERIAN

 C 18,233,231 FMV
(3) HOAG MEMORIAL HOSPITAL PRESBYTERIAN

 K 2,585,129 FMV
(4) HOAG MEMORIAL HOSPITAL PRESBYTERIAN

 L 446,378 FMV
(5) MISSION HOSPITAL REGIONAL MEDICAL CTR

 C 32,052,147 FMV
(6) MISSION HOSPITAL REGIONAL MEDICAL CTR

 J 644,273 FMV
(7) MISSION HOSPITAL REGIONAL MEDICAL CTR

 L 7,571,006 FMV
(8) QUEEN OF THE VALLEY MEDICAL CENTER

 C 6,851,956 FMV
(9) QUEEN OF THE VALLEY MEDICAL CENTER

 M 4,513,879 FMV
(10) REDWOOD MEMORIAL FOUNDATION

 M 460,804 FMV
(11) SANTA ROSA MEMORIAL HOSPITAL

 R 584,748 FMV
(12) SANTA ROSA MEMORIAL HOSPITAL

 C 16,312,926 FMV
(13) SANTA ROSA MEMORIAL HOSPITAL

 J 2,214,657 FMV
(14) SANTA ROSA MEMORIAL HOSPITAL

 L 6,344,444 FMV
(15) ST JOSEPH HOSPITAL OF EUREKA

 C 16,073,143 FMV
(16) ST JOSEPH HOSPITAL OF EUREKA

 J 65,534 FMV
(17) ST JOSEPH HOSPITAL OF EUREKA

 M 6,391,505 FMV
(18) ST JOSEPH HOSPITAL OF ORANGE

 C 32,530,078 FMV
(19) ST JOSEPH HOSPITAL OF ORANGE

 K 2,642,824 FMV
(20) ST JOSEPH HOSPITAL OF ORANGE

 L 7,924,620 FMV
(21) ST JUDE HOSPITAL INC

 C 32,881,616 FMV
(22) ST JUDE HOSPITAL INC

 K 4,128,168 FMV
(23) ST JUDE HOSPITAL INC

 L 499,498 FMV
(24) ST MARY MEDICAL CENTER

 C 5,503,993 FMV
(25) ST MARY MEDICAL CENTER

 L 511,996 FMV
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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 V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PART III IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 HEALTHCARE DESIGN AND CONSTRUCTION EIN: 46-2611662 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 HEALTHCARE PROPERTY ADVISORS, LLC EIN: 46-5497794 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 500 S. MAIN STREET, STE 1000, ORANGE, CA 92868 HOAG ORTHOPEDIC INSTITUTE EIN: 61-1588294 ADDRESS: 1 HOAG DRIVE, BOX 6100, NEWPORT BEACH, CA 92658 LUBBOCK SURGERY CENTER, LTD. EIN: 75-2177401 ADDRESS: 4000 24TH STREET, LUBBOCK, TX 79410 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET, LUBBOCK, TX 79410 MISSION AMBULATORY SURGICENTER, LTD EIN: 33-0355575 ADDRESS: 27800 MEDICAL CENTER ROAD, STE 362, MISSION VIEJO, CA 92691 NEWPORT IMAGING CENTER EIN: 33-0191776 ADDRESS: 360 SAN MIGUEL, NEWPORT BEACH, CA 92660 SHA, LLC EIN: 75-2569094 ADDRESS: 12940 NORTH HIGHWAY 183, AUSTIN, TX 78750 ST. JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE, ORANGE, CA 92868 ST. JOSEPH HEALTH SYSTEM HOME CARE SERVICES EIN: 33-0307672 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE 100, ORANGE, CA 92868-2012 ST. JOSEPH HEALTH SYSTEM HOME HEALTH AGENCY EIN: 33-0282945 ADDRESS: 1845 W. ORANGEWOOD AVENUE, STE 200 ORANGE, CA 92868-2012 THE INNOVATION INSTITUTE EIN: 90-0745066 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 TOTAL HEALTH ENVIRONMENT EIN: 46-4807513 ADDRESS: 1 CENTERPOINTE DRIVE SUITE 200, LA PALMA, CA 90623-1052 ADVANCED SURGERY INSTITUTE LLC EIN: 26-2299255 ADDRESS: 1739 4TH STREET, SANTA ROSA, CA 95404 NORTH BAY ENDOSCOPY CENTER, LLC EIN: 61-1559876 ADDRESS: 1383 N. MCDOWELL BLVD SUITE 110, PETALUMA, CA 94954
Schedule R (Form 990) 2014
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