TY 2015 Form 990

(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)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) ED FARVER...................................................................... BOARD VICE CHAIR	4.0 ................. 0.0	X		0	0	0
(2) SR JUDITH FERGUS CSJ...................................................................... BOARD MEMBER	2.0 ................. 0.0	X		0	0	0
(3) SR PATRICIA HAYHURST CSJ...................................................................... BOARD MEMBER	2.0 ................. 4.0	X		0	0	0
(4) FRANCIS HEALY MD...................................................................... BOARD MEMBER	2.0 ................. 0.0	X		0	0	0
(5) TIM HERMAN...................................................................... BOARD MEMBER	2.0 ................. 0.0	X		0	0	0
(6) CONRAD HEWITT...................................................................... BOARD CHAIR	5.0 ................. 0.0	X		0	0	0
(7) BR THOMAS JONES FSC...................................................................... BOARD MEMBER	2.0 ................. 0.0	X		0	0	0
(8) PAM KINDIG...................................................................... BOARD MEMBER	2.0 ................. 0.0	X		0	0	0
(9) WALT MICKENS...................................................................... CEO	50.0 ................. 5.0	X	X	0	610,506	58,983
(10) ANDREW NOTHMANN MD...................................................................... BOARD MEMBER	2.0 ................. 0.0	X		0	0	0
(11) RON PROFILI...................................................................... BOARD MEMBER	2.0 ................. 0.0	X		0	0	0
(12) DENNIS PEDISICH...................................................................... BOARD MEMBER	2.0 ................. 0.0	X		0	0	0
(13) SR CHRISTINE SCHLEICH CSJ...................................................................... BOARD MEMBER	2.0 ................. 0.0	X		0	0	0
(14) JAMES SREBRO MD...................................................................... CHIEF OF STAFF (PART YEAR)	2.0 ................. 0.0	X		17,500	0	0
(15) FRANK COLLIN...................................................................... TRUSTEE EMERITUS	5.0 ................. 0.0	X		0	0	0
(16) JACK COX...................................................................... Board Member/SVP CMO, SJH	2.0 ................. 50.0	X	X	0	1,631,943	150,180
(17) Sr JUDITH DUGAN CSJ...................................................................... BOARD MEMBER	2.0 ................. 0.0	X		0	0	0

(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)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) DIANA DORAME........................................................................ ESQ. BOARD MEMBER (PART YEAR)	2.0 .......................0.0	X					0	0	0
(19) BETTY O'SHAUGHNESSY........................................................................ SECRETARY (PART YEAR)	2.0 .......................0.0	X	X				0	0	0
(20) ANNETTE WALKER........................................................................ BOARD MEMBER (PART YEAR)	2.0 .......................52.0	X					0	960,096	52,380
(21) DANIEL DWYER........................................................................ REG. VP MISSION INTERGRATION	50.0 .......................5.0		X				318,745	0	41,808
(22) OLUYEMI ADEYANJU........................................................................ Secretary	2.0 .......................50.0		X				0	166,281	2,087
(23) MICHEL RICCIONI........................................................................ REGIONAL CFO	14.0 .......................36.0		X				0	752,852	46,110
(24) ROBERT EISEN........................................................................ REGIONAL VP - HR NORTHERN CAL	14.0 .......................36.0			X			338,361	0	38,083
(25) ROBERT DIEHL........................................................................ VP OPERATIONS	50.0 .......................0.0			X			311,271	0	58,694
(26) VINCENT MORGESE MD........................................................................ EXEC VP/COO/CMO (THRU 9/15)	50.0 .......................0.0			X			577,284	0	54,399
(27) SUSAN STANTON........................................................................ VP PATIENT CARE SVS	50.0 .......................0.0			X			306,654	0	52,480
(28) ELAINE JOHN........................................................................ VP FDN-CHIEF DEVELOP OFFICER	50.0 .......................0.0				X		336,495	0	44,233
(29) PAUL DEUS........................................................................ RFNA II	40.0 .......................0.0				X		243,307	0	73,404
(30) MARC EBELING........................................................................ SHIFT LEAD RN	40.0 .......................0.0				X		248,405	0	68,121
(31) ANGELA BURR........................................................................ LEAD RAD NURSE	40.0 .......................0.0				X		247,073	0	243,156
(32) ROBERT LEE........................................................................ LEAD RNFA	40.0 .......................0.0				X		247,237	0	55,904
(33) KAMI TIMM........................................................................ DIR, MISSION INTEGR (FMR OFR)	40.0 .......................0.0					X	135,782	0	25,526

(A) Name and business address	(B) Description of services	(C) Compensation
MEDICAL STAFFING NETWORK HEALTHCARE, PO BOX 840292 DALLAS,TX75284	NURSING REGISTRY	4,489,450
INPATIENT CONSULTANTS OF CALIFORNIA, PO BOX 844929 LOS ANGELES,CA90084	MEDICAL SERVICES	1,264,658
RADIOLOGY MED GROUP OF NAPA, PO BOX 348120 SACRAMENTO,CA95834	RADIOLOGISTS	1,111,628
ANESTHESIA ANALGESIA MEDICAL GR, 837 FIFTH STREET 2ND FLOOR SANTA ROSA,CA95404	ANESTHESIOLOGISTS	1,247,029
TRIAGE CONSULTING GROUP, 221 MAIN ST STE 1100 SAN FRANCISCO,CA94105	MEDICAL SERVICES	895,761
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 40

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

QUEEN OF THE VALLEY MEDICAL CENTER

Employer identification number

94-1243669

Part I

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

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

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

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ))

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

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

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

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

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

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

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

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

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

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ..............

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

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

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

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2015

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(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.

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

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

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2014 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2015. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2014. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2015. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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

Schedule A (Form 990 or 990-EZ) 2015

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513...
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(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.)..

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

Public support percentage for 2015 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2014 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2015 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2014 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2015. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2014. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

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

Schedule A (Form 990 or 990-EZ) 2015

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

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

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.

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.

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.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

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.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) 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.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

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

Schedule A (Form 990 or 990-EZ) 2015

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

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

11b

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

Section B. Type I Supporting Organizations

Yes

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

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.

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.

Parent of Supported Organizations. Answer (a) and (b) below.

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.

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.

Schedule A (Form 990 or 990-EZ) 2015

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

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

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) 2015

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

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 2015 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-2015	(iii) Distributable Amount for 2015
1 Distributable amount for 2015 from Section C, line 6
2 Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......
e From 2014.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2015 distributable amount
i Carryover from 2010 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2015 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2015 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2016. Add lines 3j and 4c.
8 Breakdown of line 7:
a
b
c Excess from 2013.......
d From 2014.......
e From 2015.......

Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015

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) 2015

Additional Data

Software ID:
Software Version:

- TIN:

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

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Name of the organization

QUEEN OF THE VALLEY MEDICAL CENTER

Employer identification number

94-1243669

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

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

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

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

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

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2

Name of organization QUEEN OF THE VALLEY MEDICAL CENTER

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 3

Name of organization QUEEN OF THE VALLEY MEDICAL CENTER		Employer identification number 94-1243669

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 4


Name of organization QUEEN OF THE VALLEY MEDICAL CENTER			Employer identification number 94-1243669
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

QUEEN OF THE VALLEY MEDICAL CENTER

Employer identification number

94-1243669

Part I-A

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

Provide a description of the organization’s direct and indirect political campaign activities in Part IV.

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

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

Part I-B

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

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

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

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

Yes No

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

Yes No

If "Yes," describe in Part IV.

Part I-C

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

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

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

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

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

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

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

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2015

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ...............................................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ...........................................
c	Total lobbying expenditures (add lines 1a and 1b) .......................................................................
d	Other exempt purpose expenditures .........................................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ....................................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) ..........................................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ..........................................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ...........................................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ..............................................................................................................	Yes No

4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2012	(b) 2013	(c) 2014	(d) 2015	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2015

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

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

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

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

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

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

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

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

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

Other activities? ...................................................................................................................

Yes

28,978

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

28,978

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

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

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

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

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

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

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

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

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

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

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

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

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

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

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

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

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
Lobbying Activities	During the past year, the St. Joseph Health System has conducted an advocacy effort which included some lobbying activity. These included meeting with legislators, their staff and other governmental officials and communication to legislators advocating positions on legislation. The lobbying expenditures reported represents the portion of dues allocated to QVMC.

Schedule C (Form 990 or 990EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on 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

2015

Open to Public Inspection

Name of the organization

QUEEN OF THE VALLEY MEDICAL CENTER

Employer identification number

94-1243669

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on 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 ....

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

Yes No

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

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


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

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

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

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

Yes No

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

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

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

Yes No

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

Part III

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

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

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

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

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

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

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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

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

Cat. No. 52283D

Schedule D (Form 990) 2015

Page 2

Part III

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

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

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

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

Yes No

Part IV

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

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

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

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

Part V

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

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

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

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

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

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

Yes

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

3a(i)

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

3a(ii)

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

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

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on 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 ...	5,333,499		5,333,499
b	Buildings	249,294,459	92,427,908	156,866,551
c	Leasehold improvements	414,798	380,716	34,082
d	Equipment ...	147,719,121	116,755,915	30,963,206
e	Other ...	8,920,522		8,920,522
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				202,117,860

Schedule D (Form 990) 2015

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' on 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
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
INTERCO. WITH HEALTH SYSTEM-BONDS	146,800,833
PATIENT CREDIT BALANCES	203,854
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	147,004,687
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) 2015

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on 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' on 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

SCHEDULE D, PART X, LINE 2

FIN 48(ASC 740) Footnote 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, 2016 OR 2015.

Schedule D (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

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

Attach to Form 990.
MediumBullet

Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

QUEEN OF THE VALLEY MEDICAL CENTER

Employer identification number

94-1243669

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

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

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

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

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other 500 %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

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

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

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

Yes

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

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	1,563,739		1,563,739	0.610 %
b	Medicaid (from Worksheet 3, column a) . . . . .	56,876,400	49,141,127	7,735,273	3.030 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .	6,051,851	2,582,896	3,468,955	1.360 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	64,491,990	51,724,023	12,767,967	5.000 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	4,183,076	1,072,372	3,110,704	1.220 %
f	Health professions education (from Worksheet 5) . . .	14,035		14,035	0.010 %
g	Subsidized health services (from Worksheet 6) . . . .	707,117	709,336
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	914,494		914,494	0.360 %
j	Total. Other Benefits . .	5,818,722	1,781,708	4,039,233	1.590 %
k	Total. Add lines 7d and 7j .	70,310,712	53,505,731	16,807,200	6.590 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015

Schedule H (Form 990) 2015

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

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

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

6,273,651

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

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

70,599,459

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

99,914,963

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

-29,315,504

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

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

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

Schedule H (Form 990) 2015

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions) How many hospital facilities did the organization operate during the tax year?1 Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
1	QUEEN OF THE VALLEY MEDICAL CENTER 1000 Trancas St Napa,CA94558 www.thequeen.org 110000060	X	X	X

Schedule H (Form 990) 2015

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

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

	QUEEN OF THE VALLEY MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

Information gaps that limit the hospital facility’s ability to assess the community’s health needs

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 13

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): SEE PART V, SECTION C

Other website (list url): http://www.countyofnapa.org/lhnc/

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): SEE PART V, SECTION C

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2015

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	QUEEN OF THE VALLEY MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.% and FPG family income limit for eligibility for discounted care of 500.%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Included measures to publicize the policy within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SEE PART V, SECTION C

The FAP application form was widely available on a website (list url):

SEE PART V, SECTION C

A plain language summary of the FAP was widely available on a website (list url):
SEE SECTION C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Notice of availability of the FAP was conspicuously displayed throughout the hospital facility

Notified members of the community who are most likely to require financial assistance about availability of the FAP

Other (describe in Section C)

Billing and Collections

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Schedule H (Form 990) 2015

Page 6

Part VFacility Information (continued)

	QUEEN OF THE VALLEY MEDICAL CENTER
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Notified individuals of the financial assistance policy on admission

Notified individuals of the financial assistance policy prior to discharge

Notified individuals of the financial assistance policy in communications with the individuals regarding the individuals’ bills

Documented its determination of whether individuals were eligible for financial assistance under the hospital facility’s financial assistance policy

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that
can be charged

The hospital facility used the average of its three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged

The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged

Other (describe in Section C)

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2015

Page 7

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
SCHEDULE H, PART V, SECTION B, LINE 5	THE FY14 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) INCLUDED FIVE METHODS OF COLLECTING INPUT FROM THE COMMUNITY: THE FORCES OF CHANGE SESSION, COMMUNITY SURVEYS, OUTREACH WORKSHOPS, STAKEHOLDER INTERVIEWS, AND A LOCAL PUBLIC HEALTH SYSTEM ASSESSMENT, ALL DETAILED BELOW. FORCES OF CHANGE BRAINSTORMING SESSION: 60 COMMUNITY MEMBERS FROM PUBLIC AND PRIVATE SECTOR TO IDENTIFY THE POLITICAL, CULTURAL, ENVIRONMENTAL, AND SOCIAL FACTORS THAT AFFECT HEALTH AND QUALITY OF LIFE IN NAPA COUNTY. COMMUNITY SURVEYS WERE AVAILABLE ON PAPER AND ONLINE IN ENGLISH AND SPANISH: 2,383 INDIVIDUALS COMPLETED SURVEYS. OUTREACH WORKSHOPS IN ENGLISH AND SPANISH: 28 WORKSHOPS CONDUCTED REACHING INPUT FROM 300 PEOPLE. STAKEHOLDER INTERVIEWS: 16 COMMUNITY SUBJECT MATTER EXPERTS WERE INTERVIEWED INCLUDING NAPA COUNTY PUBLIC HEALTH OFFICER, DIRECTOR OF NAPA COUNTY HEALTH AND HUMAN SERVICES, VICE PRESIDENT OF NAPA VALLEY UNIFIED SCHOOL DISTRICT BOARD OF EDUCATION, CALISTOGA SUPERINTENDENT OF SCHOOLS, CEO OF NAPAS FEDERALLY QUALIFIED HEALTH CENTER (FQHC), CHIEF PHYSICIAN KAISER PERMANENTE, CEO OF QUEEN OF THE VALLEY MEDICAL CENTER, EXECUTIVE DIRECTOR NAPA COUNTY FIRST 5, EXECUTIVE DIRECTORS OF MULTIPLE NONPROFITS INLCUDING HOUSING AND FAMILY RESOURCE CENTERS. A LOCAL PUBLIC HEALTH SYSTEM ASSESSMENT WORKGROUP CONVENING: 55 REPRESENTATIVES FROM DIVERSE COMMUNITY ORGANIZATIONS AND THE GENERAL PUBLIC TO DISCUSS THE CURRENT PUBLIC HEALTH SYSTEM INCLUDING ASSETS, BARRIERS, AND OPPORTUNITIES FOR IMPROVEMENT. OUTREACH WORKSHOPS IN ENGLISH AND SPANISH: 28 WORKSHOPS CONDUCTED DURING THE MONTHS OF OCTOBER AND NOVEMBER OF 2012 RECEIVING INPUT FROM 300 PEOPLE. WORKSHOPS WERE CONDUCTED IN CITIES ACROSS THE COUNTY INCLUDING AMERICAN CANYON (AMERICAN CANYON FAMILY RESOURCE CENTER), BERRYESSA (BERRYESSA SENIOR CENTER), CALISTOGA (ACTIVE MINDS, CREATIVE LIVING CALISTOGA, RANCHO DE CALISTOGA), NAPA (COMMUNITY ACTION OF NAPA VALLEY, COPE FAMILY RESOURCE CENTER, HOUSING AUTHORITY OF THE CITY OF NAPA SECTION 8 FAMILY SELF-SUFFICIENCY PROGRAM, LEADERSHIP ACADEMY YOUTH LEADERS IN ACTION, MCPHERSON ELEMENTARY SCHOOL, MENTAL HEALTH BOARD, MOVIMIENTO FAMILIAR CRISTIANO, NAPA EMERGENCY WOMENS SERVICES, NAPA HEALTH AND HUMAN SERVICES AGENCY, NAPA LGBTQ PROJECT, NAPA VALLEY LUTHERAN CHURCH, NAPA VALLEY UNIFIED SCHOOL DISTRICT, PARENTS CAN, PEOPLE EMPOWERING PEOPLE, PUERTAS ABIERTAS COMMUNITY RESOURCE CENTER, ST. JOHN THE BAPTIST CATHOLIC SCHOOL, VOICES NAPA), ST. HELENA (RIANDA HOUSE SENIOR ACTIVITY CENTER, ST. HELENA FAMILY CENTER, VINEYARD VALLEY) AND YOUNTVILLE (YOUNTVILLE COMMUNITY CENTER). MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS PARTICIPATING IN THE WORKSHOPS INCLUDE THE FILIPINO POPULATION OF AMERICAN CANYON, THE ISOLATED, LOW-INCOME SENIOR POPULATION OF BERRYESSA, LOW-INCOME SENIORS AND LOW INCOME SPANISH SPEAKING YOUNG FAMILIES OF CALISTOGA, AT RISK YOUTH, LGBTQ, VICTIMS OF DOMESTIC VIOLENCE, LOW INCOME LATINO POPULATION, HOMELESS OR AT RISK OF HOMELESS, EMANCIPATED FOSTER YOUTH AND TRANSITIONAL AGE YOUTH AND AGRICULTURAL WORKERS. THE CHNA COLLABORATIVE WORKED WITH TWO OUTSIDE PLANNING FIRMS TO SUPPORT THE CHNA PROCESS; MIG AND HARDER + COMPANY RESEARCH. FOR A COMPLETE LIST OF PERSONS, PLEASE SEE THE 2014 CHNA FOUND AT: HTTP://WWW.THEQUEEN.ORG/DOCUMENTS/COMMUNITY-BENEFIT/2014-COMMUNITY-HEALTHN EEDS-ASSESSMENT-REPORT.PDF
SCHEDULE H, PART V, SECTION B, LINES 6A & 6B	QUEEN OF THE VALLEY MEDICAL CENTER (QVMC OR QUEEN OF THE VALLEY) COMMUNITY HEALTH NEEDS ASSESSMENT WAS MADE POSSIBLE THROUGH A PARTNERSHIP BETWEEN QVMC AND THE FOLLOWING ORGANIZATIONS: KAISER PERMANENTE, ST. HELENA HOSPITAL, AND NAPA COUNTY PUBLIC HEALTH DEPARTMENT.
SCHEDULE H, PART V, SECTION B, LINE 7A	http://www.thequeen.org/documents/Community-Benefit/2014-Community-Health- Needs-Assessment-Report.pdf
SCHEDULE H, PART V, SECTION B, LINE 10A	http://www.thequeen.org/documents/Community-Benefit/FY15-FY17-Community-Be nefit-Plan-and-Implementation-Strategy.pdf
SCHEDULE H, PART V, SECTION B, LINE 11	BASED ON IDENTIFIED NEEDS FROM THE FY14 CHNA, IN FY 2016 QUEEN OF THE VALLEY ADDRESSED 6 PRIORITY AREAS THROUGH COMMUNITY BENEFIT PROGRAMMING AND ACTIVITIES. 1) AFFORDABLE DENTAL CARE FOR CHILDREN THROUGH A MOBILE DENTAL CLINIC PROVIDING 4,737 CLINIC VISITS 2) CHILDHOOD OBESITY PREVENTION THROUGH THE HEALTHY FOR LIFE PROGRAM OFFERED AT 18 TITLE 1 SCHOOLS AND OVER 950 CHILDREN PARTICIPANTS 3) CHRONIC DISEASE CARE MANAGEMENT THROUGH THE CARE NETWORK PROGRAM SERVING OVER 500 LOW INCOME CHRONICALLY ILL 4) BEHAVIORAL HEALTH WITH 3 DIFFERENT PROGRAMS TARGETING PERINATAL, OLDER ADULTS, AND THE CHRONICALLY ILL PROVIDING 1,611 THERAPY SESSIONS FOR 245 PERSONS 5) COMMUNITY EDUCATION AND EMPOWERMENT THROUGH THE NAPA VALLEY PARENT UNIVERSITY PROGRAM OFFERED IN 6 TITLE ONE SCHOOLS AND PROVIDED 205 CLASSES TO 11,400 PARENT PARTICIPANTS 6) ESTABLISHING COMMUNITY PARTNERSHIPS, LEVERAGING RESOURCES, AND CONTRIBUTING OVER $450,000 IN COMMUNITY BENEFIT DONATIONS TO SAFETY NET NONPROFIT ORGANIZATIONS TO PROVIDE FOOD, HOUSING, AND ACCESS TO HEALTH CARE SERVICES FOR VULNERABLE POPULATIONS. NO HOSPITAL FACILITY CAN ADDRESS ALL OF THE HEALTH NEEDS PRESENT IN ITS COMMUNITY. THE FOLLOWING 4 COMMUNITY HEALTH NEEDS IDENTIFIED IN THE MINISTRY CHNA ARE NOT DIRECTLY ADDRESSED BY QUEEN OF THE VALLEY AND AN EXPLANATION IS PROVIDED: 1) BASIC NEEDS RELATED TO PUBLIC TRANSPORTATION SYSTEM, ENVIRONMENTAL, HOUSING, AND INCOME INEQUALITY. WHILE THE HOSPITAL DOES NOT DIRECTLY ADDRESS AFFORDABLE HOUSING, LIVING WAGE, PUBLIC TRANSPORTATION, AND PUBLIC ENVIRONMENTAL ISSUES, QUEEN OF THE VALLEY RECOGNIZES ADDRESSING THESE SOCIAL DETERMINANTS OF HEALTH AS INTEGRAL TO OVERALL HEALTH AND QUALITY OF LIFE AND PROVIDED CASH DONATIONS IN THE AMOUNT OF $5,000 TO HABITAT FOR HUMANITY, $5,000 TO LEGAL AID OF NAPA VALLEY FOR LEGAL ADVOCACY AROUND BASIC NEEDS, AND $3,000 TO MOLLYS ANGELS FOR VOLUNTEER DRIVERS FOR PERSONS WITH TRANSPORTATION NEEDS. IN ADDITION QUEEN OF THE VALLEY ADDRESSES BASIC NEEDS OF LOW INCOME CHRONICALLY ILL THROUGH OUR CARE NETWORK PROGRAM. CARE NETWORK PROVIDED CLIENTS ASSISTANCE WITH TRANSPORTATION ON 371 OCCASIONS, HOUSING ON 87 OCCASIONS, BENEFITS ON 242 OCCASIONS AND WITH FOOD ON 403 OCCASIONS. 2) COUNTYWIDE COMMUNICATION DATA SYSTEMS: THE CHNA COLLABORATIVE IDENTIFIED THAT THE OVERARCHING LOCAL PUBLIC HEALTH SYSTEM HAS CHALLENGES COORDINATING COMMUNICATION AND DATA SYSTEMS, SUCH AS HEALTH MANAGEMENT TECHNOLOGY AND TECHNOLOGY RELATED TO COORDINATING CARE AND SERVICES. QUEEN OF THE VALLEY DOES COLLABORATE WITH THE COMMUNITY COLLABORATIVE ON THIS ISSUE THROUGH PARTNERING WITH LIVE HEALTHY NAPA COUNTY (LHNC) AS A KEY STAKEHOLDER IN SEEKING RESOURCES TO FURTHER THE LHNC EFFORTS OF A COORDINATED CONTINUUM OF CARE FOR THE NAPA COMMUNITY 3) DENTAL SERVICES FOR OLDER ADULTS: ORAL HEALTH CARE FOR UNDERINSURED AND UNINSURED OLDER ADULTS CONTINUES TO BE AN IDENTIFIED COMMUNITY NEED. IN AN EFFORT TO ENHANCE CAPACITY AND LEVERAGE RESOURCES, WE HAVE ESTABLISHED A FORMAL AGREEMENT WITH NAPA FQHC DENTAL CLINIC TO SHARE THE EXPERTISE OF QUEEN OF THE VALLEY CHILDRENS MOBILE DENTAL CLINIC DENTAL DIRECTOR. THIS REQUIRED QUEEN OF THE VALLEY TO RECRUIT AND HIRE AN ADDITIONAL DENTIST FOR THE MOBILE CLINIC ALLOWING FOR OUR DENTAL DIRECTOR TIME WITH THE FQHC DENTAL CLINIC. THE RESULT OF SHARED LEADERSHIP AT BOTH CLINICS IS ENHANCED COORDINATION OF DENTAL SERVICES FOR THE LOW INCOME POPULATION ACROSS THE LIFESPAN. 4) SUBSTANCE USE AND ABUSE IS AN IDENTIFIED HEALTH NEED IN NAPA. IN RESPONSE TO THIS NEED, QUEEN OF THE VALLEY AND NAPA COUNTY ALCOHOL AND DRUG SERVICES (ADS) ENTERED INTO A FORMAL AGREEMENT IN SEPTEMBER OF 2014, PARTNERING TO PROVIDE SCREENING AND OUTREACH SERVICES TO THE COMMUNITY AT LARGE AS WELL AS PROVIDE A WARM HAND OFF FOR PATIENTS HOSPITALIZED AND INTERESTED IN ENGAGING IN SERVICES UPON HOSPITAL DISCHARGE. AS PART OF THIS EFFORT, A NAPA COUNTY ADS COUNSELOR IS PROVIDED IN KIND SPACE AT QUEEN OF THE VALLEY COMMUNITY OUTREACH DEPARTMENT PROVIDING SERVICES TO THE COMMUNITY AT LARGE AS WELL AS INPATIENTS AS NEEDED. FURTHER EFFORTS TO ADDRESS SUBSTANCE ABUSE INCLUDE OFFERING HEALTH CARE PROFESSIONALS EDUCATION AND INVITING COMMUNITY WIDE COLLABORATION IN THE USE OF TWO NATIONALLY RECOGNIZED MODELS. FIRST, QUEEN OF THE VALLEY HOSTED TRAINING BY UCLA ON MOTIVATIONAL INTERVIEWING AND SBIRT (SCREENING, BRIEF INTERVENTION AND REFERRAL TO TREATMENT), AN EVIDENCE BASED PROGRAM WHICH TRAINS STAFF IN TECHNIQUES TO APPROACH PATIENTS DURING THE "TEACHABLE MOMENT" OF THEIR VISIT TO THEIR PROVIDER OR TRAUMA CENTER. THIS PROGRAM HAS SHOWN THROUGH RESEARCH STUDIES TO REDUCE DUI ARRESTS AND HEALTHCARE COSTS, IN ADDITION TO REDUCING ALCOHOL RELATED TRAUMA RECIDIVISM BY UP TO 50%. IN FY16 QUEEN OF THE VALLEY PROVIDED SBIRT TRAINING TO 51 HEALTH PROFESSIONALS FROM A VARIETY OF SETTINGS. IMMEDIATELY FOLLOWING THE SBIRT TRAINING QUEEN OF THE VALLEY CONVENED A GROUP OF COMMUNITY STAKEHOLDERS TO DEVELOP A PLAN FOR COMMUNITY WIDE IMPLEMENTATION OF THIS PROGRAM. IN THE MONTHS THAT FOLLOWED NAPA WAS WELL REPRESENTED ON MONTHLY VIRTUAL SBIRT LEARNING COLLABORATIVE CALLS LEAD BY UCLA, HELPING CALIFORNIA AGENCIES WITH PROGRAM IMPLEMENTATION. THE SECOND NATIONALLY RECOGNIZED MODEL ADDRESSES THE PERINATAL POPULATION. THE TERM PERINATAL RELATES TO THE TIME, USUALLY A NUMBER OF WEEKS, IMMEDIATELY BEFORE AND AFTER BIRTH. THE PERINATAL POPULATION WAS IDENTIFIED AS AN AT-RISK GROUP AND ONE THAT MAY FALSELY SCREEN NEGATIVE USING THE SBIRT METHOD. QUEEN OF THE VALLEY DEVELOPED AN AGREEMENT WITH DR. IRA CHASNOFF TO USE HIS 4 PS SCREENING PROGRAM, AN EVIDENCE BASE TOOL SPECIFICALLY DEVELOPED TO SCREEN THIS PERINATAL POPULATION. IN SEPTEMBER 2015, QUEEN OF THE VALLEY CONVENED 42 HEALTH PROFESSIONALS FROM A VARIETY OF PERINATAL SETTINGS FOR TRAINING IN USE OF THE 4 PS SCREENING, AND ONGOING MEETINGS TO LAUNCH COMMUNITY WIDE IMPLEMENTATION AND REVIEW OF DATA AND OUTCOMES.
SCHEDULE H, PART V, SECTION B, LINE 13H	BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS THE ORGANIZATION RECOGNIZES THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USES AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT ARE INITIALLY CLASSIFIED AS BAD DEBT.
SCHEDULE H, PART V, SECTION B, LINE 16A	http://www.thequeen.org/documents/Financial-Assistance-Policy.pdf SCHEDULE H, PART V, SECTION B, LINE 16B HTTP://WWW.THEQUEEN.ORG/DOCUMENTS/QVH-FAA-ENGLISH.PDF SCHEDULE H, PART V, SECTION B, LINE 16C HTTP://WWW.THEQUEEN.ORG/DOCUMENTS/PATIENT-FINANCIAL-ASSISTANCE/QVMC_FABROC HURE_2016.PDF SCHEDULE H, PART V, SECTION B, LINE 16I THE ORGANIZATION ADHERES TO STATE REGULATIONS IN PUBLICIZING ITS FINANCIAL ASSISTANCE POLICY. THESE REGULATIONS INCLUDE THE POSTING OF THE FULL POLICY ON THE OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT (OSHPD) WEBSITE. IN ADDITION, POLICY NOTICES ARE POSTED IN CONSPICUOUS AREAS SUCH AS EMERGENCY DEPARTMENTS, BILLING OFFICES, ADMISSIONS OFFICES AND OTHER OUTPATIENT SETTINGS. INDIVIDUAL NOTICES OF FINANCIAL ASSISTANCE ARE INCLUDED WITH BILLINGS FOR PATIENTS WHO HAVE NOT PROVIDED PROOF OF THIRD-PARTY COVERAGE ALONG WITH CONTACT INFORMATION IN THE EVENT OF ADDITIONAL INQUIRIES. NOTICES OF FINANCIAL ASSISTANCE ARE ALSO PROVIDED UPON INQUIRY. WRITTEN NOTICES ARE PROVIDED IN ALL LANGUAGES SPOKEN BY 5% OR MORE OF THE HOSPITAL'S SERVICE AREA.
SCHEDULE H, PART V, SECTION B, LINE 22D	AMOUNTS CHARGED TO FAP-ELIGIBLE INDIVIDUALS FOR PATIENTS WITH A FAMILY INCOME BETWEEN 201% AND 350% OF FEDERAL POVERTY GUIDELINES (FPG), THE HOSPITAL FACILITY USED MEDICARE RATES WHEN CALCULATING THE MAXIMUM AMOUNTS THAT CAN BE CHARGED. FOR PATIENTS WITH A FAMILY INCOME BETWEEN 351% AND 500% OF FPG, THE HOSPITAL FACILITY USED THE AVERAGE OF NEGOTIATED COMMERCIAL INSURANCE RATES TO DETERMINE THE MAXIMUM AMOUNT THAT CAN BE CHARGED.

Schedule H (Form 990) 2015

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Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?4
Name and address		Type of Facility (describe)
1	OUTPATIENT SURGERY & PROCEDURAL CENTER 1000 Trancas St Napa,CA94558	OUTPATIENT SERVICES
2	PROFILI IMAGING CENTER (formerly NVIC) 1000 Trancas St Napa,CA94558	OUTPATIENT SERVICES
3	LAB DRAW STATION 980 TRANCAS ST Napa,CA94558	OUTPATIENT SERVICES
4	MOBILE DENTAL VAN 1000 Trancas St Napa,CA94558	OUTPATIENT SERVICES
5
6
7
8
9
10

Schedule H (Form 990) 2015

Page 9

Part VI

Supplemental Information

Provide the following information.

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

Form and Line Reference	Explanation
SCHEDULE H, PART I, LINE 3C	IN DETERMINING ELIGIBILITY FOR FREE OR DISCOUNTED CARE, THE ORGANIZATION ALSO CONSIDERED CERTAIN ASSETS OF A PATIENT. IN ADDITION, A PATIENT'S SPECIAL CIRCUMSTANCES WERE ALSO CONSIDERED WHEN DETERMINING ELIGIBILITY, INCLUDING BUT NOT LIMITED TO, DISABILITY AND HOMELESSNESS.
SCHEDULE H, PART I, LINE 6A	QUEEN OF THE VALLEY MEDICAL CENTER PREPARES AN ANNUAL REPORT AND IT IS PUBLICLY AVAILABLE AT http://www.thequeen.org/documents/Community-Benefit/QVMC-FY16_Annual_Commu nityBenefit_Report_Final.pdf SCHEDULE H, PART I, LINES 7A-7I THE AMOUNTS REPORTED IN THE TABLE WERE CALCULATED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM. THE ORGANIZATION'S COST ACCOUNTING SYSTEM ADDRESSED ALL PATIENT SEGMENTS. SCHEDULE H, PART I, LINE 7G NO COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS WERE INCLUDED. SCHEDULE H, PART III, LINE 2 METHODOLOGY FOR CALCULATING BAD DEBT THE ORGANIZATION ANALYZES ITS HISTORICAL EXPERIENCE AND TRENDS TO ESTIMATE THE APPROPRIATE BAD DEBT EXPENSE. DISCOUNTS AND PAYMENTS ON PATIENT ACCOUNTS ARE RECORDED PRIOR TO CALCULATING BAD DEBT EXPENSE. SCHEDULE H, PART III, LINE 3 THE ORGANIZATION RECOGNIZES THAT A PORTION OF THE UNINSURED OR UNDERINSURED PATIENT POPULATION MAY NOT ENGAGE IN THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS. THEREFORE, THE ORGANIZATION ALSO USED AN AUTOMATED PREDICTIVE SCORING TOOL TO IDENTIFY AND QUALIFY PATIENTS FOR FINANCIAL ASSISTANCE FOR ACCOUNTS THAT WERE INITIALLY CLASSIFIED AS BAD DEBT. COLLECTION ACTIONS WERE NOT PURSUED ON THESE ACCOUNTS ONCE THEY WERE RECLASSIFIED BECAUSE RECLASSIFIED ACCOUNTS RECEIVED A 100 PERCENT WRITE-OFF OF THE BALANCE DUE. AFTER THE RECLASSIFICATION THERE WAS NO REMAINING AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER OUR FINANCIAL ASSISTANCE POLICY.
SCHEDULE H, PART III, LINE 4	FINANCIAL STATEMENT FOOTNOTE DESCRIBING BAD DEBT THE ORGANIZATION RECEIVES PAYMENT FOR SERVICES RENDERED TO PATIENTS FROM FEDERAL AND STATE GOVERNMENTS UNDER THE MEDICARE AND MEDICAID PROGRAMS, PRIVATELY SPONSORED MANAGED CARE PROGRAMS FOR WHICH PAYMENT IS MADE BASED ON TERMS DEFINED UNDER FORMAL CONTRACTS, AND OTHER PAYORS. THE ORGANIZATION BELIEVES THERE ARE NO SIGNIFICANT CREDIT RISKS ASSOCIATED WITH RECEIVABLES FROM GOVERNMENT PROGRAMS. RECEIVABLES FROM CONTRACTED PAYORS ARE FROM VARIOUS PAYORS WHO ARE SUBJECT TO DIFFERING ECONOMIC CONDITIONS AND DO NOT REPRESENT ANY CONCENTRATED RISKS TO THE HEALTH SYSTEM. IN EVALUATING THE COLLECTIBILITY OF ACCOUNTS RECEIVABLE, THE ORGANIZATION REGULARLY ANALYZES ITS HISTORICAL EXPERIENCE AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS.
SCHEDULE H, PART III, LINE 8	THE ORGANIZATION DOES NOT REPORT MEDICARE REVENUES AND EXPENSES AS COMMUNITY BENEFIT. MEDICARE COSTS ARE DETERMINED FROM THE MEDICARE COST REPORT USING CMS STANDARD COSTING METHODS. THIS INCLUDES STEP-DOWN ALLOCATION PROCESSES WHICH ARE APPLIED TO CALCULATE ALLOWABLE MEDICARE COSTS.
SCHEDULE H, PART III, LINE 9B	PATIENT ACCOUNTS WERE NOT FORWARDED TO COLLECTION STATUS WHEN THE PATIENT MADE A GOOD FAITH EFFORT TO RESOLVE OUTSTANDING ACCOUNT BALANCES. SUCH EFFORTS INCLUDE APPLYING FOR FINANCIAL ASSISTANCE, NEGOTIATING A PAYMENT PLAN, OR APPLYING FOR MEDICAID COVERAGE. PRIOR TO ADVANCING ANY ACCOUNT FOR EXTERNAL COLLECTION, THE ORGANIZATION PERFORMED AN EVALUATION TO IDENTIFY IF THE ACCOUNT QUALIFIED FOR FINANCIAL ASSISTANCE. ACCOUNTS FOR PATIENTS WHO QUALIFIED FOR FREE CARE WERE WRITTEN OFF AND COLLECTION EFFORTS WERE NOT PURSUED. THE ORGANIZATION'S COLLECTION POLICY ALSO APPLIED TO ACCOUNTS FOR PATIENTS WHO QUALIFIED FOR DISCOUNTED CARE. SCHEDULE H, PART VI, LINE 2 Needs assessment COMMUNITY BENEFIT STAFF ARE ASSIGNED TO COMMUNITY COMMITTEES OF THE COALITION OF NONPROFIT AGENCIES IN NAPA INCLUDING THE SAFETY FOOD NET COMMITTEE, BEHAVIORAL HEALTH COMMITTEE, SCHOOL HEALTH COMMITTEE, ACTIVE BODIES COALITION, LIVE HEALTHY NAPA COUNTY, PERINATAL COLLABORATIVE, HEALTHY AGING PLANNING INITIATIVE, AND ECONOMIC SELF SUFFICIENCY. EACH COMMITTEE IS COMPROMISED OF KEY COMMUNITY STAKEHOLDERS WITH ONE OF THE COMMITTEE GOALS TO IDENTIFY GAPS IN SERVICES AND COMMUNITY NEEDS AND COLLABORATIVELY STRATEGIZE TO MEET THOSE NEEDS.
SCHEDULE H, PART VI, LINE 3	PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE THE ORGANIZATION POSTED NOTICES INFORMING THE PUBLIC OF THE FINANCIAL ASSISTANCE PROGRAM. NOTICES WERE POSTED IN HIGH VOLUME INPATIENT AND OUTPATIENT SERVICE AREAS. NOTICES WERE ALSO POSTED AT LOCATIONS WHERE A PATIENT COULD PAY THEIR BILL. NOTICES INCLUDED CONTACT INFORMATION ON HOW A PATIENT COULD OBTAIN MORE INFORMATION ON FINANCIAL ASSISTANCE AS WELL AS WHERE TO APPLY FOR ASSISTANCE. THESE NOTICES WERE POSTED IN ENGLISH AND SPANISH AND ANY OTHER LANGUAGES THAT WERE REPRESENTATIVE OF 5% OR GREATER OF PATIENTS IN THE HOSPITAL'S SERVICE AREA. ALL PATIENTS WHO DEMONSTRATED LACK OF FINANCIAL COVERAGE BY THIRD PARTY INSURERS WERE OFFERED AN OPPORTUNITY TO COMPLETE THE FINANCIAL ASSISTANCE APPLICATION AND WERE OFFERED INFORMATION, ASSISTANCE, AND REFERRAL AS APPROPRIATE TO GOVERNMENT SPONSORED PROGRAMS FOR WHICH THEY MAY HAVE BEEN ELIGIBLE.
SCHEDULE H, PART VI, LINE 4	COMMUNITY INFORMATION LOCATED 50 MILES NORTHEAST OF THE SAN FRANCISCO BAY AREA, NAPA IS ONE OF THE MOST RENOWNED AGRICULTURAL AS WELL AS PREMIUM WINE-PRODUCING REGIONS IN THE WORLD WITH A POPULATION OF APPROXIMATELY 136,484 PEOPLE (2010 CENSUS), AN INCREASE OF 9.8 PERCENT FROM THE 2000 CENSUS. NAPA COUNTYS LATINO POPULATION GREW BY 50 PERCENT FROM 2000 TO 2010. THE WINE, AGRICULTURAL, AND HOSPITALITY INDUSTRIES ARE THE COUNTYS LARGEST AND RESPONSIBLE FOR NEARLY 40,000 JOBS. IMMIGRANTS HAVE WORKED IN NAPAS VINEYARDS, WINERIES, AND HOSPITALITY SECTOR FOR DECADES AND ARE OVERREPRESENTED IN THE COUNTYS WORKFORCE; HOWEVER, LATINO MEN HAVE RELATIVELY LOW EARNINGS COMPARED TO OTHER COUNTY WORKERS, MOSTLY AS A RESULT OF LOWER EDUCATIONAL ATTAINMENT AND LIMITED ENGLISH PROFICIENCY. LATINOS HAVE BECOME THE LARGEST DEMOGRAPHIC GROUP OF SCHOOL CHILDREN. CLOSE TO HALF (45 PERCENT) OF ALL CHILDREN ENROLLED IN NAPA COUNTYS PUBLIC SCHOOLS WERE ENGLISH LANGUAGE LEARNERS (ELLS) IN 2008-09. IN SOME AREAS OF THE COUNTY 30 TO 50 PERCENT OF THOSE OVER 25 YEARS OF AGE DO NOT HAVE A HIGH SCHOOL DIPLOMA. THE ACADEMIC ACHIEVEMENT GAP IS HIGHER AMONG CHILDREN WHO ARE ECONOMICALLY DISADVANTAGED. THE COST OF LIVING IN NAPA COUNTY IS HIGH WITH A FAMILY OF FOUR NEEDING BETWEEN $65,000 AND $77,000 TO MEET THEIR FAMILYS BASIC NEEDS FOR FOOD, SHELTER, CHILDCARE AND HEALTHCARE (INSIGHT CENTER FOR COMMUNITY ECONOMIC DEVELOPMENT). AMONG LATINOS, 51 PERCENT LIVE BELOW THE SELF-SUFFICIENCY LEVEL. FORTY-ONE PERCENT OF LATINO IMMIGRANT HOUSEHOLDS IN THE COUNTY THAT RENTED WERE LIVING IN CROWDED CONDITIONS (PROFILE OF IMMIGRANTS IN NAPA COUNTY, 2012). WHILE NAPA IS NOT CONSIDERED A "POOR" COUNTY RELATIVE TO OTHER COUNTIES, INCLUDING THOSE WITH LARGE AGRICULTURAL AREAS, ABOUT 12 PERCENT OF CHILDREN (3,670) AND 7.2 PERCENT OF SENIORS AGE 65+ LIVE BELOW THE POVERTY LEVEL AND 26.4 PERCENT LIVE BELOW 200 PERCENT OF POVERTY INCLUDING 10,000 CHILDREN. DUE TO THE HIGH COST OF LIVING IN NAPA COUNTY, 43 PERCENT OF FAMILIES WITH CHILDREN LIVE BELOW THE FAMILY SELF-SUFFICIENCY LEVEL. (SOURCE: INSIGHT CENTER FOR COMMUNITY ECONOMIC DEVELOPMENT) THIRTY-FIVE PERCENT OF HOUSEHOLDS SPEAK A LANGUAGE OTHER THAN ENGLISH AT HOME; 25 PERCENT SPEAK SPANISH. AN ESTIMATED 16,000 (12%) OF NAPA COUNTY RESIDENTS ARE NOT U.S. CITIZENS: THIS CAN SWELL DURING THE GROWING SEASON (PUBLIC POLICY INSTITUTE OF CALIFORNIA 2011, STUDY BASED ON 2008 POPULATION OF 134,000). WITH 15 PERCENT OF THE POPULATION OVER 65 YEARS OF AGE, NAPA COUNTY HAS A HIGHER PROPORTION OF OLDER ADULTS COMPARED TO CALIFORNIA AS A WHOLE AND THE THIRD HIGHEST PROPORTION OF THOSE 75 AND OLDER. TWENTY-TWO PERCENT OF THE POPULATION IS 17 YEARS OF AGE AND YOUNGER. ACCORDING TO THE 2010 US CENSUS, 56.4 PERCENT OF THE POPULATION IS WHITE, 32.2 PERCENT ARE LATINO, 6.8 PERCENT ARE ASIAN, 4.2 PERCENT ARE TWO OR MORE RACES, 2 PERCENT ARE AFRICAN AMERICAN, 1.1 PERCENT ARE OTHER (AMERICAN COMMUNITY SURVEY, US CENSUS 2010). OTHER SOCIAL FACTORS AFFECTING NAPA RESIDENTS ARE LACK OF AFFORDABLE HOUSING, HIGH COST OF FOOD, LIMITED ACCESS TO TRANSPORTATION FOR THOSE WITHOUT AUTOMOBILES AND GROWING ACADEMIC ACHIEVEMENT GAP. THE LEADING CAUSES OF DEATH ARE CANCERS, CORONARY HEALTH DISEASE, ALZHEIMERS DISEASE AND CEREBROVASCULAR DISEASE. CHRONIC DISEASES SUCH AS HEART DISEASE AND DIABETES ARE ON THE RISE AS ARE CORRELATING FACTORS SUCH AS OBESITY AND OVERWEIGHT. ANOTHER HOSPITAL IN THE COMMUNITY IS ST. HELENA HOSPITAL NAPA VALLEY.
SCHEDULE H, PART VI, LINE 5	PROMOTION OF COMMUNITY HEALTH QUEEN OF THE VALLEY MEDICAL CENTER IS AN ACUTE-CARE HOSPITAL FOUNDED IN 1958, LOCATED IN THE CITY OF NAPA SERVING THE NAPA COUNTY AND PART OF SONOMA COUNTY IN NORTHERN CALIFORNIA. QUEEN OF THE VALLEY MEDICAL CENTER PROVIDES VITAL HOSPITAL AND COMMUNITY SERVICES AND ADDRESSES THE NEEDS OF THE UNINSURED AND UNDERSINSURED THROUGH ITS FINANCIAL ASSISTANCE PROGRAM PROVIDING FREE (TRADITIONAL CHARITY CARE) AND DISCOUNTED CARE. QUEEN OF THE VALLEY IS COMMITTED TO PROMOTING THE HEALTH AND QUALITY OF LIFE OF ITS SURROUNDING COMMUNITY. THIS IS DEMONSTRATED THROUGH THE FOLLOWING MECHANISMS: 1) A COMMUNITY BENEFIT COMMITTEE THAT IS A SUBCOMMITTEE OF THE BOARD OF TRUSTEES, 2) AN OPEN MEDICAL STAFF AND 3) ROBUST COMMUNITY BENEFIT PROGRAMS THAT ARE IN PART FUNDED BY CARE FOR THE POOR DOLLARS. QUEEN OF THE VALLEYS FY15-FY17 COMMUNITY BENEFIT PLAN/IMPLEMENTATION STRATEGY REPORT FOCUSES ON OVERARCHING PRIORITY AREAS THAT ADDRESS SOCIAL DETERMINANTS OF HEALTH AND ENSURE ACCESS TO HIGH QUALITY HEALTH SERVICES AND SOCIAL SUPPORT. THE CARE NETWORK PROGRAM IMPLEMENTS INTENSIVE COMMUNITY BASED DISEASE CASE MANAGEMENT AND CARE COORDINATION SERVICES ADDRESSING THE UNIQUE NEEDS OF MEDI-CAL ENROLLED, UNINSURED AND UNDERINSURED, PARTICULARLY THOSE PATIENTS WITH COMPLEX MEDICAL CONDITIONS AS WELL AS DIFFICULT SOCIO-ECONOMIC NEEDS SUCH AS HOUSING INSECURITY AND BASIC NEEDS DEFICITS. THE PROGRAM IS AIMED AT IMPROVING DISEASE MANAGEMENT AND QUALITY OF LIFE WHILE REDUCING OVERALL HEALTHCARE COSTS. UPON REFERRAL FROM THE COMMUNITY, HOSPITAL, FQHC, PRIMARY CARE OR OTHER SOURCE, A MULTI-DISCIPLINARY TEAM COMPRISED OF AN RN CASE MANAGER, A MSW CASE MANAGER, A LCSW/MFT BEHAVIORAL HEALTH SPECIALIST, AND A COMMUNITY HEALTH WORKER DEVELOP AND IMPLEMENT AN INDIVIDUALIZED CARE PLAN WITH THE CLIENT BASED ON LEVEL AND TYPE OF CARE REQUITED. INTENSIVE CASE MANAGEMENT CLIENTS RECEIVE A COMPREHENSIVE ASSESSMENT OF MEDICAL, PSYCHOSOCIAL, AND ECONOMIC NEEDS. CASE MANAGERS WORK DIRECTLY WITH HEALTH CARE PROVIDERS, COMMUNITY HEALTH CLINICS, HOSPITALS, COMMUNITY BASED ORGANIZATIONS AND NAPA COUNTY SOCIAL SERVICES, MENTAL HEALTH AND ALCOHOL AND DRUG SERVICES TO ADDRESS EACH CLIENTS UNIQUE NEEDS. THIS YEAR CARE NETWORK SERVED OVER 500 PERSONS. QUEEN OF THE VALLEYS CHILDRENS MOBILE DENTAL CLINIC PROVIDES A COMPREHENSIVE ARRAY OF DENTAL SERVICES TARGETED TOWARD CHILDREN LIVING AT OR BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. SERVICES ARE PROVIDED REGARDLESS OF ABILITY TO PAY. QUEEN OF THE VALLEY MOBILE DENTAL PROGRAM STRATEGIES INCLUDES (A) ORAL HEALTH SCREENING IN LOW INCOME PRESCHOOLS AND KINDERGARTENS SERVING 438 LOW INCOME CHILDREN; (B) MOBILE DENTAL CLINIC 6-MONTH EXAMINATIONS AND CLEANING; (C) PATIENT AND PARENT/CAREGIVER EDUCATION AT EXAMINATIONS AND, (D) MOBILE DENTAL CLINICAL PROCEDURES AS DETERMINED BY PATIENT GUIDELINES AND NEEDS INCLUDING FILLINGS, EXTRACTIONS, PULPOTOMY, ROOT CANALS, CROWNS, SCALING AND ROOT PLANNING, AND SPACE MAINTAINERS. THIS YEAR 4,737 CLINIC VISITS WERE PROVIDED. IN ADDITION, FOR CHILDREN REQUIRING SEDATION, THE MOBILE DENTAL CLINIC DIRECTOR MAY PROVIDE SURGICAL PROCEDURES AT THE MEDICAL CENTER ASSISTING THE FAMILY TO ACCESS FINANCIAL AID TO COVER THE EXPENSES RELATED TO THE PROCEDURE. OPERATION ACCESS (OA) IS A NONPROFIT ORGANIZAITON THAT COORDINATES VOLUNTEER MEDICAL SERVICES FOR THE UNINSURED. QUEEN OF THE VALLEY PROVIDED A COMMUNITY BENEFIT CONTRIBUTION OF $25,000 TO OA TO FUND CONTINUED SERVICES IN NAPA COUNTY. THIS YEAR OA PROVIDED 61 UNINSURED PERSONS ACCESS TO 206 SPECIALTY APPOINTMENTS AND/OR TREATMENTS AND PROCEDURES. THIS YEAR QUEEN OF THE VALLEY PROVIDED A COMMUNITY BENEFIT DONATION OF $41,000 TO OLE HEALTH TO BRING HIV, HEPATITIS C AND CANCER ONCOLOGY SPECIALTY CLINICS DIRECTLY TO THE FQHC SITE. PATIENTS OF THESE SPECIALTY CLINICS ARE THEN FOLLOWED BY QUEEN OF THE VALLEYS CARE NETWORK TEAM FOR CARE COORDINATION AND CASE MANAGEMENT. CLINICS PROVIDED SERVICES TO OVER 75 UNDUPLICATED PATIENTS FOR A TOTAL OF 168 OFFICE VISITS. QUEEN OF THE VALLEY CONTRIBUTED A COMMUNITY BENEFIT OF $4,121 TOWARD HEALTH FAIR SUPPLIES AS WELL AS IN KIND STAFFING INCLUDING RN, SOCIAL WORK, AND COMMUNITY HEALTH WORKERS TO OLE HEALTH FQHC TO PROVIDE 4 HEALTH SCREENINGS, THREE FOR MIGRANT FARMWORKERS AND ONE FOR THE HOMELESS POPULATION SERVING A TOTAL OF 281 PERSONS. QUEEN OF THE VALLEY PROVIDES THE HEALTHY FOR LIFE PROGRAM, CURRENTLY AT 18 LOCAL SCHOOLS. HEALTHY FOR LIFE (H4L) IS A SCHOOL-BASED OBESITY PREVENTION PROGRAM DESIGNED TO EMPHASIZE LIFELONG FITNESS AND HEALTHY EATING BEHAVIORS AMONG CHILDREN AND ADOLESCENTS. H4L FOCUSES ON RISK ASSESSMENTS, NUTRITION PROGRAMMING AND PHYSICAL ACTIVITY TRAINING AT ELEMENTARY SCHOOLS WITH A PREPONDERANCE OF CHILDREN FROM LOW INCOME OR DIVERSE FAMILIES. OVER 950 STUDENTS PARTICIPATED IN H4L WITH OVER 9,200 STUDENT ENCOUNTERS WITHIN PROGRAM CLASSES. QUEEN OF THE VALLEY COMMUNITY BENEFIT ALSO WORKS TO ESTABLISH COMMUNITY PARTNERSHIPS, LEVERAGING RESOURCES, AND CONTRIBUTING OVER $450,000 IN COMMUNITY BENEFIT DONATIONS TO SAFETY NET NONPROFIT ORGANIZATIONS TO PROVIDE FOOD, HOUSING, AND ACCESS TO HEALTH CARE SERVICES AND SUPPORTS FOR VULNERABLE POPULATIONS. QUEEN OF THE VALLEY MEDICAL CENTER FURTHER DEMONSTRATES ORGANIZATIONAL COMMITMENT TO THE COMMUNITY BENEFIT PROCESS THROUGH THE ALLOCATION OF STAFF TIME, FINANCIAL RESOURCES, COMMUNITY PARTNERSHIPS AND AN EXTENSIVE MATRIX OF PROGRAMS AND INITIATIVES ADDRESSING IDENTIFIED COMMUNITY HEALTH NEEDS. A CHARTER APPROVED IN 2007 ESTABLISHED THE FORMATION OF THE QUEEN OF THE VALLEY COMMUNITY BENEFIT COMMITTEE (CBC), A QUEEN OF THE VALLEY MEDICAL CENTER BOARD OF TRUSTEE APPOINTED COMMITTEE INTEGRATING COMMUNITY MEMBERS. THE ROLE OF THE CBC IS OVERSIGHT AND CHAMPIONING OF COMMUNITY BENEFIT INCLUDING REGULATORY COMPLIANCE AS WELL AS INTEGRATION OF MISSION AND VALUES. THE CBC MAKES RECOMMENDATIONS REGARDING POLICIES AND PROGRAMS THAT ADDRESS IDENTIFIED COMMUNITY NEEDS, DEVELOPMENT AND IMPLEMENTATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND COMMUNITY BENEFIT IMPLEMENTATION STRATEGY. THE COMMITTEE ACTS IN ACCORDANCE WITH A BOARD-APPROVED CHARTER. THE VICE PRESIDENT OF MISSION INTEGRATION AND EXECUTIVE DIRECTOR, COMMUNITY OUTREACH QUEEN OF THE VALLEY ARE RESPONSIBLE FOR COORDINATING IMPLEMENTATION OF CALIFORNIA SENATE BILL 697, COMMUNITY BENEFIT RELATED PROVISIONS OF THE AFFORDABLE CARE ACT AND SECTION 501R REQUIREMENTS, AS WELL AS PROVIDING THE OPPORTUNITY FOR COMMUNITY LEADERS AND INTERNAL HOSPITAL EXECUTIVE MANAGEMENT TEAM MEMBERS, PHYSICIANS AND OTHER STAFF TO WORK TOGETHER IN PLANNING AND IMPLEMENTING COMMUNITY BENEFIT STRATEGY. THE CURRENT CBC MEMBERSHIP INCLUDES 9 BOARD OF TRUSTEES, 12 COMMUNITY MEMBERS, AND 3 ST. JOSEPH HEALTH QUEEN OF THE VALLEY STAFF MEMBERS. A MAJORITY OF MEMBERS HAVE KNOWLEDGE AND EXPERIENCE WITH THE POPULATIONS MOST LIKELY TO HAVE DISPROPORTIONATE UNMET HEALTH NEEDS. THE COMMUNITY BENEFIT COMMITTEE GENERALLY MEETS AT A MINIMUM ON A QUARTERLY BASIS.
SCHEDULE H, PART VI, LINE 6	AFFILIATED HEALTH CARE SYSTEM QUEEN OF THE VALLEY MEDICAL CENTER IS A HEALING MINISTRY OF ST. JOSEPH HEALTH, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY. ST. JOSEPH HEALTH IS ORGANIZED INTO THREE REGIONS: NORTHERN CALIFORNIA, SOUTHERN CALIFORNIA, AND WEST TEXAS/EASTERN NEW MEXICO. THE SYSTEM INCLUDES 14 ACUTE CARE HOSPITALS, HOME HEALTH AGENCIES, HOSPICE CARE, OUTPATIENT SERVICES, COMMUNITY CLINICS, AND PHYSICIAN ORGANIZATIONS. EACH ASSOCIATED MINISTRY WORKS TO LIVE OUT ITS 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 THE COMMUNITIES IT SERVES. IN 1986, ST. JOSEPH HEALTH SYSTEM CREATED A PLAN AND BEGAN AN EFFORT TO FURTHER ITS COMMITMENT TO NEIGHBORS IN NEED. WITH A VISION OF REACHING BEYOND THE WALLS OF ITS HEALTHCARE FACILITIES AND TRANSCENDING TRADITIONAL EFFORTS OF PROVIDING FINANCIAL ASSISTANCE FOR THOSE IN NEED OF ACUTE SERVICES, ST. JOSEPH HEALTH SYSTEM CREATED THE ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND (FORMERLY KNOWN AS THE ST. JOSEPH HEALTH SYSTEM FOUNDATION) TO IMPROVE THE HEALTH OF LOW-INCOME INDIVIDUALS RESIDING IN LOCAL COMMUNITIES. EVERY YEAR, EACH ST. JOSEPH HEALTH HOSPITAL CONTRIBUTES 10% OF THEIR NET INCOME TO THE ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND TO SUPPORT OUTREACH EFFORTS FOR THE ECONOMICALLY POOR. IN FY16 THIS AMOUNT TOTALED $1,501,800 FOR QUEEN OF THE VALLEY. $375,450 OF THIS AMOUNT WENT TO THE ST. JOSEPH HEALTH COMMUNITY FUND AND THE REMAINING $1,126,350 WENT TO ST. JOSEPH HEALTH SYSTEM FOUNDATION. IN OTHER WORDS, 75% OF THE CONTRIBUTIONS ARE USED TO SUPPORT CARE FOR POOR PROGRAMS BY EACH HOSPITAL. 17.5% OF FUNDS ARE USED TO SUPPORT ST. JOSEPH HEALTH COMMUNITY PARTNERSHIP FUND INITIATIVES. THE REMAINING 7.5% ARE DESIGNATED TOWARD AN ENDOWMENT WHICH HELPS ENSURE THE FUNDS ABILITY TO SUSTAIN PROGRAMS INTO THE FUTURE THAT ASSIST LOW-INCOME AND UNDERSERVED POPULATIONS. ST. JOSEPH HEALTH FURTHERMORE RECOGNIZES THAT THE HEALTH OF ANY COMMUNITY DEPENDS ON THE MAINTENANCE AND CREATION OF STRONG STRUCTURES- BOTH PHYSICAL AND SOCIAL- THAT CONTRIBUTE TO THE LONG-TERM WELL-BEING OF PEOPLE. THAT PHILOSOPHY INSPIRED THE INITIATION OF THE ST. JOSEPH HEALTH COMMUNITY INVESTMENT FUND- AN EFFORT TO ENABLE NON PROFIT 501(C)3 ORGANIZATIONS TO ACHIEVE THEIR FULL POTENTIAL AND PLAY A MAJOR ROLE IN THE GROWTH OF THEIR COMMUNITIES. IN FY16, A TOTAL OF $11.2 MILLION WAS INVESTED INTO THE COMMUNITY THROUGH LOANS AND LINES OF CREDIT. FUNDED NON-PROFITS INCLUDE THOSE THAT SERVE THE HOMELESS, PROVIDE AFFORDABLE HOUSING, PROVIDE ACCESS TO PRIMARY MEDICAL CARE, AND ADDRESS YOUTH INVOLVEMENT. LEARN MORE ABOUT SJH COMMUNITY BENEFIT AT STJHS.ORG.
SCHEDULE H, PART VI, LINE 7	STATE FILING OF COMMUNITY BENEFIT REPORT CALIFORNIA

Schedule H (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization
QUEEN OF THE VALLEY MEDICAL CENTER

Employer identification number
94-1243669

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section if applicable	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of non-cash assistance	(h) Purpose of grant or assistance

(1) ST JOSEPH HEALTH SYSTEM FOUNDATION 3345 MICHELSON DR IRVINE,CA92612	33-0143024	501(c)(3)	1,501,800		CARE FOR THE POOR PROGRAM FUND
(2) ON THE MOVE 708 LINCOLN AVENUE NAPA,CA94558	75-3149095	501(c)(3)	20,000		SUPPORT PARENT UNIVERSITY
(3) VIA FOUNDATION 1725 CLAY STREET SUITE 100 NAPA,CA94558	27-1530938	501(c)(3)	20,000	0	COMMUNITY AED PROGRAM
(4) FAMILY SERVICE OF NAPA 709 FRANKLIN STREET NAPA,CA94558	94-1236934	501(c)(3)	67,243	0	PEI AND BEHAVIORAL HEALTH
(5) COLLABRIA 414 S JEFFERSON STREET NAPA,CA94559	68-0393144	501(c)(3)	39,000	0	ADULT DAY SCHOLARSHIP
(6) ROTARY INTERNATIONAL 780 TRANCAS STREET NAPA,CA94558	94-1525554	501(c)(3)	10,000	0	PROGRAM SUPPORT
(7) AREA AGENCY ON AGING 400 CONTRA COSTA STREET VALLEJO,CA94590	94-2742309	501(c)(3)	32,400	0	HEALTHY AGING POPULATION
(8) OPERATION ACCESS 1119 MARKET STE 400 SAN FRANCISCO,CA94103	94-3180356	501(c)(3)	25,000	0	PROGRAM SUPPORT
(9) OLE HEALTH 1141 PEAR TREE LANE STE 100 NAPA,CA94558	23-7221695	501(c)(3)	36,000	0	SUPPORT FOR HIV/AIDS/HEP C
(10) QUEEN OF THE VALLEY MEDICAL CENTER FDN 1000 TRANCAS STREET NAPA,CA94558	23-7081153	501(c)(3)	15,000	0	SPONSORSHIP
(11) CATHOLIC CHARITIES-DIOCESE OF SANTA ROSA 1219 JEFFERSON STREET NAPA,CA94558	94-2479393	501(c)(3)	150,000	0	NIGHTENGALE HOUSE
(12) THE TABLE - FIRST PRESBYTERIAN CHURCH 1333 THIRD STREET NAPA,CA94559	94-1294915	501(c)(3)	5,500	0	FEED THE HOMELESS
(13) PUERTAS ABIERTA 952 NAPA STREET 220 NAPA,CA94559	20-3126333	501(c)(3)	5,700	0	LATINO COMMUNITY SUPPORT
(14) COMMUNITY HEALTH INITIATIVE 2160 JEFFERSON STREET 110 NAPA,CA94559	25-1924934	501(c)(3)	6,250	0	PROGRAM SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

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

Cat. No. 50055P

Schedule I (Form 990) 2015

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of non-cash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of non-cash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference	Explanation
SCHEDULE I, PART I, LINE 2	DESCR OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS COMMUNITY BENEFIT CHARITABLE DONATIONS ARE CONDITIONED AND RESTRICTED TOWARDS MEETING A SPECIFIC IDENTIFIED COMMUNITY NEED. IN ADDITION THE RECIPIENT AGENCY MUST REMAIN A NON-PROFIT, TAX EXEMPT ORGANIZATION AND IS REQUIRED TO REPORT AN ACCOUNTING METHOD RELATIVE TO EXPENDITURE OF THE DONATION.

Schedule I (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

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

Complete if the organization answered "Yes" on 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

2015

Open to Public Inspection

Name of the organization

QUEEN OF THE VALLEY MEDICAL CENTER

Employer identification number

94-1243669

Part I

Questions Regarding Compensation

Yes

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

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

Travel for companions Payments for business use of personal residence

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

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

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

Yes

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

Yes

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

Yes

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

Yes

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

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

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

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

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

Any related organization?

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

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

The organization?

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

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

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

Yes

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

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

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

Cat. No. 50053T

Schedule J (Form 990) 2015

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 on 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 on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1WALT MICKENSCEO	(i) (ii)	0 ------------- 380,841	0 ------------- 181,303	0 ------------- 48,362	0 ------------- 12,831	0 ------------- 46,152	0 ------------- 669,489	0 ------------- 0
2DANIEL DWYERREG. VP MISSION INTERGRATION	(i) (ii)	225,566 ------------- 0	68,514 ------------- 0	24,665 ------------- 0	8,612 ------------- 0	33,196 ------------- 0	360,553 ------------- 0	0 ------------- 0
3OLUYEMI ADEYANJUSecretary	(i) (ii)	0 ------------- 124,704	0 ------------- 30,000	0 ------------- 11,577	0 ------------- 0	0 ------------- 2,087	0 ------------- 168,368	0 ------------- 0
4MICHEL RICCIONIREGIONAL CFO	(i) (ii)	0 ------------- 374,936	0 ------------- 141,096	0 ------------- 236,820	0 ------------- 18,347	0 ------------- 27,763	0 ------------- 798,962	0 ------------- 181,755
5ROBERT EISENREGIONAL VP - HR NORTHERN CAL	(i) (ii)	233,095 ------------- 0	85,863 ------------- 0	19,403 ------------- 0	8,793 ------------- 0	29,290 ------------- 0	376,444 ------------- 0	0 ------------- 0
6ROBERT DIEHLVP OPERATIONS	(i) (ii)	216,007 ------------- 0	66,474 ------------- 0	28,790 ------------- 0	15,579 ------------- 0	43,115 ------------- 0	369,965 ------------- 0	0 ------------- 0
7VINCENT MORGESE MDEXEC VP/COO/CMO (THRU 9/15)	(i) (ii)	263,262 ------------- 0	110,243 ------------- 0	203,779 ------------- 0	18,366 ------------- 0	36,033 ------------- 0	631,683 ------------- 0	0 ------------- 0
8ELAINE JOHNVP FDN-CHIEF DEVELOP OFFICER	(i) (ii)	220,067 ------------- 0	87,530 ------------- 0	28,898 ------------- 0	8,839 ------------- 0	35,394 ------------- 0	380,728 ------------- 0	0 ------------- 0
9SUSAN STANTONVP PATIENT CARE SVS	(i) (ii)	215,654 ------------- 0	65,451 ------------- 0	25,549 ------------- 0	19,605 ------------- 0	32,875 ------------- 0	359,134 ------------- 0	0 ------------- 0
10PAUL DEUSRFNA II	(i) (ii)	242,407 ------------- 0	0 ------------- 0	900 ------------- 0	24,423 ------------- 0	48,981 ------------- 0	316,711 ------------- 0	0 ------------- 0
11MARC EBELINGSHIFT LEAD RN	(i) (ii)	248,030 ------------- 0	0 ------------- 0	375 ------------- 0	17,341 ------------- 0	50,780 ------------- 0	316,526 ------------- 0	0 ------------- 0
12ANGELA BURRLEAD RAD NURSE	(i) (ii)	246,323 ------------- 0	0 ------------- 0	750 ------------- 0	195,030 ------------- 0	48,126 ------------- 0	490,229 ------------- 0	0 ------------- 0
13ROBERT LEELEAD RNFA	(i) (ii)	246,618 ------------- 0	219 ------------- 0	400 ------------- 0	22,515 ------------- 0	33,389 ------------- 0	303,141 ------------- 0	0 ------------- 0
14JACK COXBoard Member/SVP CMO, SJH	(i) (ii)	0 ------------- 448,503	0 ------------- 319,851	0 ------------- 863,589	0 ------------- 137,824	0 ------------- 12,356	0 ------------- 1,782,123	0 ------------- 791,109
15ANNETTE WALKERBOARD MEMBER (PART YEAR)	(i) (ii)	0 ------------- 573,534	0 ------------- 291,881	0 ------------- 94,681	0 ------------- 18,550	0 ------------- 33,830	0 ------------- 1,012,476	0 ------------- 0
16KAMI TIMMDIR, MISSION INTEGR (FMR OFR)	(i) (ii)	118,354 -------------	14,322 -------------	3,106 -------------	9,897 -------------	15,629 -------------	161,308 -------------	0 -------------

Schedule J (Form 990) 2015

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
SCHEDULE J, PART I, LINE 1A	TRAVEL FOR COMPANIONS ST. JOSEPH HEALTH SYSTEM ALLOWS FOR COMPANION TRAVEL TO CERTAIN PRE-APPROVED, MINISTRY SPONSORED EVENTS. COMPANION TRAVEL IS TREATED AS TAXABLE COMPENSATION IN MOST CASES. IN THE CASE THAT COMPANION TRAVEL IS NOT TAXABLE COMPENSATION, THE INDIVIDUAL IS PROVIDING A SERVICE TO THE HEALTH SYSTEM AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. MEMBERS OF THE BOARD AND EXECUTIVE MANAGEMENT TEAM ARE SELECTED TO PARTICIPATE IN AN ANNUAL PILGRIMAGE TO LE PUY, FRANCE, WHERE THE SISTERS' FIRST CONGREGATION WAS FORMED. THE PURPOSE OF THE PILGRIMAGE IS FOR THE ORGANIZATION'S LEADERS TO DEVELOP A DEEPER UNDERSTANDING OF THE ROOTS AND HERITAGE OF THE ORGANIZATION IN ORDER TO CARRY OUT THE MISSION. COMPANION TRAVEL IS CONSIDERED TO BE AN ESSENTIAL PART OF THIS EXPERIENCE AND THE COMPANION ACTS AS A REPRESENTATIVE WITH KNOWLEDGE OF THE COMMUNITIES AND MINISTRIES WE SERVE. THE FOLLOWING INDIVIDUAL RECEIVED A BENEFIT FOR COMPANION TRAVEL THAT WAS INTENDED TO BE COMPENSATION. DAN DWYER - $4,590
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.
SCHEDULE J, PART I, LINE 4A	THE EXEC VP/COO/CMO, VINCENT MORGESE RESIGNED IN SEPT 2015 AND CONTINUED RECEIVING SEVERANCE OVER THE ENSUING 12 MONTHS ACCORDING TO THE SEVERANCE AGREEMENT. TOTAL SEVERANCE PAYMENTS PAID TO VINCENT MORGESE DURING THE YEAR WERE $95,915.
SCHEDULE J, PART I, LINE 4B	BEGINNING IN JULY 2015, NEW EXECUTIVES PARTICIPATE IN A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE PLAN PROVIDES FOR EMPLOYER CONTRIBUTIONS BASED ON A PERCENTAGE OF EXECUTIVE BASE SALARY AND ARE SUBJECT TO A FIVE YEAR OR AGE 65 VESTING SCHEDULE. EXECUTIVES PREVIOUSLY PARTICIPATED IN ANOTHER NON-QUALIFIED DEFERRED COMPENSATION PLAN THAT WAS FROZEN EFFECTIVE DECEMBER 2007, AFTER WHICH TIME NO FURTHER CONTRIBUTIONS WERE PERMITTED. THIS FROZEN PLAN WILL CEASE TO EXIST ONCE ALL BENEFITS HAVE BEEN DISTRIBUTED IN ACCORDANCE WITH PROVISIONS OF THE PLAN. THE FOLLOWING INDIVIDUAL RECEIVED 457(F) PAYMENTS DURING THE YEAR: MICHEL RICCIONI - $181,755 BOARD MEMBER JACK COX WAS EMPLOYED WITH HOAG MEMORIAL HOSPITAL PRESBYTERIAN (HMHP) UNTIL APRIL 2015. HMHP MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH THEIR EMPLOYMENT CONTRACTS. THE FOLLOWING INDIVIDUAL RECEIVED A PAYOUT FROM THE SERP PLAN DURING THE YEAR: JACK COX - $791,109
SCHEDULE J, PART I, LINE 7	A PORTION OF EXECUTIVE 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 STRATEGIC OBJECTIVES 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) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 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

2015

Open to Public
Inspection

Name of the organization

QUEEN OF THE VALLEY MEDICAL CENTER

Employer identification number

94-1243669

Return Reference	Explanation
FORM 990, PART III, LINE 4	REALIZING OUR MISSION QUEEN OF THE VALLEY MEDICAL CENTER (QVMC OR QUEEN OF THE VALLEY) HAS BEEN MEETING THE HEALTH AND QUALITY OF LIFE NEEDS OF THE LOCAL COMMUNITY FOR OVER 58 YEARS. SERVING THE COMMUNITIES OF NAPA COUNTY, QUEEN OF THE VALLEY IS AN ACUTE CARE HOSPITAL AND THE MAJOR DIAGNOSTIC AND THERAPEUTIC MEDICAL CENTER FOR NAPA COUNTY AND THE SURROUNDING REGION. SERVICES INCLUDE THE COUNTYS ONLY LEVEL III TRAUMA CENTR AND NEONATAL INTENSIVE CARE UNIT. KEY PROGRAMS AND SERVCIES INCLUDE CARDIAC CARE, CRITICAL CARE, CANCER CARE, DIAGNOSTIC IMAGING, EMERGENCY MEDICINE, OBSTETRICS, AND A COMMUNITY MEDICAL FITNESS CENTER. WITH NO COUNTY HOSPITAL, QUEEN OF THE VALLEY PROVIDES VITAL HOSPITAL AND COMMUNITY SERVICES AND ADDRESSES THE NEEDS OF THE UNINSURED AND UNDERINSURED THROUGH ITS FINANCIAL ASSISTANCE PROGRAM PROVIDING FREE AND DISCOUNTED CARE (TRADITIONAL CHARITY CARE). WITH OVER 1,300 EMPLOYEES COMMITTED TO REALIZING THE MISSION, QUEEN OF THE VALLEY IS ONE OF THE LARGEST EMPLOYERS IN THE NAPA REGION. AS A MEMBER OF THE ST. JOSEPH HEALTH SYSTEM, QUEEN OF THE VALLEY MEDICAL CENTER 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 NEIGHBORSMINISTER 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 QUEEN OF THE VALLEY MEDICAL CENTER BELIEVES THAT NO ONE SHOULD DELAY SEEKING NEEDED MEDICAL CARE BECAUSE THEY LACK HEALTH INSURANCE. THAT IS WHY QUEEN OF THE VALLEY HAS A PATIENT FINANCIAL ASSISTANCE PROGRAM (FAP) THAT PROVIDES FREE OR DISCOUNTED SERVICES TO ELIGIBLE PATIENTS. IN FY16, QUEEN OF THE VALLEY PROVIDED $1,563,739 IN FREE AND DISCOUNTED CARE. MEDICAID PROGRAM QUEEN OF THE VALLEY MEDICAL CENTER PROVIDED ACCESS TO UNINSURED AND UNDERINSURED PERSONS BY PARTICIPATING IN THE FEDERAL AND STATE SPONSORED MEDICAID PROGRAM. IN FY16, QUEEN OF THE VALLEY PROVIDED $7,735,273 IN MEDICAID SHORTFALL. PROGRAM SERVICE ACCOMPLISHMENTS THE CARE (CASE MANAGEMENT, ADVOCACY, RESOURCES, AND EDUCATION) NETWORK IS A NATIONALLY RECOGNIZED, AWARD WINNING COMMUNITY BASED PROGRAM THAT PROMOTES CHRONIC DISEASE SELF-MANAGEMENT UTILIZING AN INTERDISCIPLINARY RN, SOCIAL WORK, BEHAVIORAL AND SPIRITUAL APPROACH. SERVICES ARE PROVIDED IN THE CLIENTS HOME OR AS NEEDED IN ANOTHER COMMUNITY LOCATION. THE PROGRAM IS AIMED AT CARE COORDINATION AND IMPROVING DISEASE MANAGEMENT AND QUALITY OF LIFE WHILE REDUCING OVERALL HEALTHCARE COSTS. THE CARE NETWORK PROGRAM IMPLEMENTS INTENSIVE COMMUNITY BASED DISEASE CASE MANAGEMENT AND CARE COORDINATION SERVICES ADDRESSING THE UNIQUE NEEDS OF MEDI-CAL ENROLLED, UNINSURED AND UNDERINSURED, PARTICULARLY THOSE PATIENTS WITH COMPLEX MEDICAL CONDITIONS AS WELL AS DIFFICULT SOCIO-ECONOMIC NEEDS SUCH AS HOUSING INSECURITY AND BASIC NEEDS DEFICITS. UPON REFERRAL FROM THE COMMUNITY, HOSPITAL, FQHC, PRIMARY CARE OR OTHER SOURCE, THE MULTI-DISCIPLINARY TEAM DEVELOP AND IMPLEMENT AN INDIVIDUALIZED CARE PLAN WITH THE CLIENT BASED ON LEVEL AND TYPE OF CARE REQUITED. CLIENTS RECEIVE INTENSIVE CASE MANAGEMENT AND A COMPREHENSIVE ASSESSMENT OF MEDICAL, PSYCHOSOCIAL, ECONOMIC NEEDS. CASE MANAGERS WORK DIRECTLY WITH HEALTH CARE PROVIDERS, COMMUNITY HEALTH CLINICS, HOSPITALS, COMMUNITY BASED ORGANIZATIONS AND NAPA COUNTY SOCIAL SERVICES, MENTAL HEALTH AND ALCOHOL AND DRUG SERVICES TO ADDRESS EACH CLIENTS UNIQUE NEEDS. THIS YEAR CARE NETWORK SERVED OVER 500 PERSONS. 87% OF CLIENTS SHOWED EVIDENCE OF INCREASED ABILITY TO SELF MANAGE THEIR DISEASE, 71% EXPRESSED INCREASE IN QUALITY OF LIFE AS MEASURED BY THE SF-12, AN EVIDENCE BASED TOOL. DENTAL CARE: QUEEN OF THE VALLEYS CHILDRENS MOBILE DENTAL CLINIC PROVIDES A COMPREHENSIVE ARRAY OF DENTAL SERVICES TARGETED TOWARD CHILDREN LIVING AT OR BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. SERVICES ARE PROVIDED REGARDLESS OF ABILITY TO PAY. QUEEN OF THE VALLEY MOBILE DENTAL PROGRAM STRATEGIES INCLUDES (A) ORAL HEALTH SCREENING IN LOW INCOME PRESCHOOLS AND KINDERGARTENS SERVING 438 LOW INCOME CHILDREN; (B) MOBILE DENTAL CLINIC 6-MONTH EXAMINATIONS AND CLEANING; (C) PATIENT AND PARENT/CAREGIVER EDUCATION AT EXAMINATIONS AND, (D) MOBILE DENTAL CLINICAL PROCEDURES AS DETERMINED BY PATIENT GUIDELINES AND NEEDS INCLUDING FILLINGS, EXTRACTIONS, PULPOTOMY, ROOT CANALS, CROWNS, SCALING AND ROOT PLANNING, AND SPACE MAINTAINERS. THIS YEAR 4,737 CLINC VISITS WERE PROVIDED. IN ADDITION, FOR CHILDREN REQUIRING SEDATION, THE MOBILE DENTAL CLINIC DIRECTOR MAY PROVIDE SURGICAL PROCEDURES AT THE MEDICAL CENTER ASSISTING THE FAMILY TO ACCESS FINANCIAL AID TO COVER THE EXPENSES RELATED TO THE PROCEDURE. ACCESS TO BEHAVIORAL HEALTH SERVICES: ACCESS TO LOW COST MENTAL HEALTH SERVICES CONTINUES TO RANK AS A PRIORITY IN THE FY14 CHNA. TO ADDRESS THIS NEED, QUEEN OF THE VALLEY TOOK A MULTIPRONGED APPROACH WITH THREE INTEGRATED MENTAL HEALTH PROGRAMS THAT PROMOTE SCREENING OF TARGETED POPULATIONS FOR DEPRESSION, OFFER BRIEF THERAPEUTIC INTERVENTIONS (1-10 SESSIONS) AND/OR REFERRALS TO MORE INTENSIVE SERVICES AND NAVIGATE CLIENTS TO OTHER COMMUNITY SUPPORT SERVICES AND GROUPS. PROGRAM BENEFICIARIES INCLUDE POSTPARTUM MOTHERS, LOW INCOME CHRONICALLY ILL, AND UNDERSERVED OLDER ADULTS AT RISK FOR BEHAVIORAL OR COGNITIVE HEALTH ISSUES. SERVICES ARE BILINGUAL SPANISH/ENGLISH AND LINK CLIENTS TO COMMUNITY RESOURCES AND SERVICES. THE TOTAL NUMBER OF UNDUPLICATED CLIENTS SERVED BY THESE THREE MENTAL / BEHAVIORAL HEALTH PROGRAMS WAS 245 WITH 1,611 THERAPY SESSIONS PROVIDED IN THE CLIENTS HOME OR OFFICE. 92% OF CLIENTS COMPLETING SERVICES DEMONSTRATED IMPROVEMENT IN DEPRESSION SYMPTOMS AS MEASURED BY EVIDENCED BASED TOOLS. FORM 990, PART V, LINE 1 ST. JOSEPH HEALTH SYSTEM (SJHS) PAYS ALL VENDORS FOR SJH ENTITIES UNDER SJH AP SHARED SERVICES. THEREFORE, SJHS ISSUES FORM 1099-MISC UNDER ITS TAX ID. SJHS COMPLIES WITH BACKUP WITHHOLDING RULES FOR REPORTABLE PAYMENTS TO VENDORS.
FORM 990, PART VI, LINE 2	BOARD MEMBERS FRANK COLLIN AND ED FARVER HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, LINE 6	DESCRIPTION OF CLASSES OF MEMBERS OR STOCKHOLDERS ST. JOSEPH HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF QUEEN OF THE VALLEY MEDICAL CENTER.
FORM 990, PART VI, LINE 7A	DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS QUEEN OF THE VALLEY MEDICAL CENTER (QVMC) HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBER RESERVE THE RIGHT TO APPOINT TRUSTEES TO THE QVMC BOARD. ALL TRUSTEE APPOINTMENTS THAT COME FROM THE QVMC BOARD AS NOMINATIONS MUST BE APPROVED BY THE ST. JOSEPH HEALTH SYSTEM, AS THE CORPORATE MEMBER, AND THE ST. JOSEPH HEALTH MINISTRY, AS THE ORGANIZATIONAL SPONSOR.
FORM 990, PART VI, LINE 7B	DESCR CLASSES OF PERSON, DECISIONS REQ APPR & TYPE OF VOTING RIGHTS THE RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE CONTEMPLATE APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM MEMBER OF FINANCING, BUDGETS, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLAN, APPOINTMENT OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, JOINT VENTURES, PURPOSES, SALE OR DISPOSITION OF REAL PROPERTY, MERGER OR SALE OF SUBSTANTIALLY ALL ASSETS, APPOINTMENT AND REMOVAL OF TRUSTEES, ADOPTION OR AMENDMENT OF ARTICLES OR BYLAWS.
FORM 990, PART VI, LINE 11B	PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 THE FORM 990 WAS PREPARED BY THE FINANCE DEPARTMENT BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION AND WAS REVIEWED BY AN OFFICER OF THE ORGANIZATION. A COPY OF THE FORM 990 WAS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD AT THE MARCH 2017 MEETING. DURING THE FINANCE COMMITTEE MEETING, MANAGEMENT PRESENTED AND DISCUSSED CERTAIN DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. THE FINANCE COMMITTEE CHAIR THEN PROVIDED A SUMMARY AT THE FULL BOARD MEETING.
FORM 990, PART VI, LINE 12C	DESCRIPTION OF PROCESS TO MONITOR CONFLICT OF INTEREST 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	OFFICES & POSITIONS FOR WHICH PROCESS WAS USED & YEAR PROCESS WAS BEGUN 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 QVMC EXECUTIVE COMPENSATION 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 2016. DURING THE YEAR, THE QVMC EXECUTIVE COMPENSATION 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	AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FINANCIAL STMTS 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. AUDITED FINANCIAL STATEMENTS ARE ATTACHED TO FORM 990.
FORM 990, PART XI, LINE 9	OTHER CHANGES IN NET ASSETS OR FUND BALANCES EQUITY TRANSFER TO HERITAGE HEALTH - $(10,235,615) EQUITY TRANSFER TO SJHS - $(7,945,374) NET CHANGE IN RESTRICTED FUNDS - $ 753,547 UNRESOLVED VARIANCE - $(4,796) --------------- TOTAL $(17,432,238) ===============
FORM 990 PART IX LINE 11G	DESCRIPTION:DIR/PHYSICIAN/ON CALL PROF FEE TOTAL FEES:10689522
FORM 990 PART IX LINE 11G	DESCRIPTION:REGISTRY/CONTRACT LABOR TOTAL FEES:9289407
FORM 990 PART IX LINE 11G	DESCRIPTION:MEDICAL PURCHASED SERVICES TOTAL FEES:5767968
FORM 990 PART IX LINE 11G	DESCRIPTION:REPAIRS & MAINTENANCE TOTAL FEES:4857867
FORM 990 PART IX LINE 11G	DESCRIPTION:COLLECTION AGENCIES TOTAL FEES:1292233
FORM 990 PART IX LINE 11G	DESCRIPTION:OTHER PURCHASED SERVICES TOTAL FEES:7810472
FORM 990 PART IX LINE 11G	DESCRIPTION:PHYSICIANS ASSISTANCE TOTAL FEES:41812
FORM 990 PART IX LINE 11G	DESCRIPTION:EMPLOYEE RECRUITMENT TOTAL FEES:41250
FORM 990 PART IX LINE 11G	DESCRIPTION:OTHER TOTAL FEES:200016

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
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- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

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

Attach to Form 990.
MediumBullet

Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

QUEEN OF THE VALLEY MEDICAL CENTER

Employer identification number

94-1243669

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?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)COVENANT HEALTH NETWORK INC 3345 MICHELSON 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)HMTS INC 330 PLACENTIA AVE NEWPORT BEACH,CA92663 45-3583707	HEALTHCARE	CA	501(C)(3)	11, I	HMHP	Yes
(8)HOAG CHARITY SPORTS 1 HOAG ROAD BOX 6100 NEWPORT BEACH,CA92663 45-2982422	SUPPORT	CA	501(C)(3)	7	HHF	Yes
(9)HOAG HOSPITAL FOUNDATION 1 HOAG ROAD BOX 6100 NEWPORT BEACH,CA92663 95-3222343	FUNDRAISING	CA	501(C)(3)	7	HMHP	Yes
(10)HOAG MEMORIAL HOSPITAL PRESBYTERIAN 1 HOAG ROAD BOX 6100 NEWPORT BEACH,CA92663 95-1643327	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes
(11)HOME CARE PARTNERS 1165 MONTGOMERY DR SANTA ROSA,CA95405 68-0318656	INACTIVE	CA	501(C)(3)	3	SRMH	Yes
(12)HOSPICE OF LUBBOCK 3702 21ST STREET LUBBOCK,TX79410 75-2133781	HEALTHCARE	TX	501(C)(3)	9	CHS	Yes
(13)LUBBOCK METHODIST HOSPITAL FOUNDATION 3615 19TH STREET LUBBOCK,TX79410 75-2220963	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes
(14)METHODIST CHILDREN'S HOSPITAL 4015 22ND PLACE LUBBOCK,TX79410 75-2428911	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(15)METHODIST HOSPITAL LEVELLAND 1900 COLLEGE AVENUE LEVELLAND,TX79336 75-2246348	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(16)METHODIST HOSPITAL PLAINVIEW 2601 DIMMITT ROAD PLAINVIEW,TX79072 75-2426010	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(17)MISSION HOSPITAL REGIONAL MEDICAL CTR 27700 MEDICAL CENTER ROAD MISSION VIEJO,CA92691 95-1643360	HEALTHCARE	CA	501(C)(3)	3	CHN	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 1111 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 YORBA LINDA 200 WEST CENTER ST PROMENADE ANAHEIM,CA92805 33-0185031	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(30)ST JUDE HOSPITAL INC 101 EAST VALENCIA MESA DRIVE FULLERTON,CA92635 95-1643324	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes
(31)ST MARY MEDICAL CENTER 18300 HIGHWAY 18 APPLE VALLEY,CA92307 95-1914489	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes
(32)ST MARY OF THE PLAINS HOSPITAL FDN 4000 24TH STREET LUBBOCK,TX79410 75-1653181	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes
(33)TALLER SAN JOSE 801 NORTH BROADWAY SANTA ANA,CA92701 59-3816355	WORK DEVELOPM	CA	501(C)(3)	2	SSJO	Yes
(34)QUEEN OF THE VALLEY MEDICAL CENTER FDN PO BOX 2069 NAPA,CA94558 23-7081153	SUPPORT	CA	501(C)(3)	11, I	NA		No

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

Cat. No. 50135Y

Schedule R (Form 990) 2015

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) COVENANT LONG-TERM CARE LP	HEALTHCARE	TX	NA	N/A								0 %
(2) HERITAGE INVESTMENT GROUP I LLC	INVESTMENTS	CA	NA	N/A								0 %
(3) HOAG ORTHOPEDIC INSTITUTE	HEALTHCARE	CA	NA	N/A								0 %
(4) LUBBOCK SURGERY CENTER LTD	HEALTHCARE	TX	NA	N/A								0 %
(5) METHODIST DIAGNOSTIC IMAGING	HEALTHCARE	TX	NA	N/A								0 %
(6) MISSION AMBULATORY SURGICENTER LTD	HEALTHCARE	CA	NA	N/A								0 %
(7) NEWPORT IMAGING CENTER	HEALTHCARE	CA	NA	N/A								0 %
(8) SHA LLC	HEALTHCARE	TX	NA	N/A								0 %
(9) ST JOSEPH PHYSICIAN VENTURES I LLC	REAL ESTATE	CA	NA	N/A								0 %
(10) ST JOSEPH HLTH SYS HOME CARE	HOME HEALTH	CA	NA	N/A
(11) ST JOSEPH HLTH SYS HOME HLTH	HOME HEALTH	CA	NA	N/A
(12) THE INNOVATION INSTITUTE	HEALTHCARE	DE	NA	N/A
(13) NORTH BAY ENDOSCOPY CENTER	HEALTHCARE	CA	NA	N/A
(14) MISSN VIEJO PHSCN PRTNRS I LLC	HEALTHCARE	CA	NA	N/A
(15) ADVANCED SURGERY INSTITUTE LLC	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	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) AMERICAN UNITY GROUP LTD 90 PITTS BAY ROAD PEMBROKE HM08 BD	CAPTIVE INSURANCE	BD	NA	C-CORP
(2) COASTAL MANAGEMENT SERVICES ORGANIZATION 1 HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92658 33-0676831	HEALTHCARE	CA	NA	C-CORP
(3) DATU HEALTH INC 16150 MAIN CIRCLE DR SUITE 250 CHESTERFIELD,MO63017 46-3070062	IT SVCS	DE	NA	C-CORP
(4) HOAG MANAGEMENT SERVICES INC 1 HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92658 33-0731587	HEALTHCARE	CA	NA	C-CORP
(5) LUBBOCK METHODIST HOSP PRACTICE MGMT 2107 OXFORD STREET STE 300 LUBBOCK,TX79410 75-2578995	INACTIVE	TX	NA	C-CORP
(6) LUBBOCK METHODIST HOSPITAL SVCS PO BOX 1201 LUBBOCK,TX79410 75-2118585	HEALTHCARE	TX	NA	C-CORP
(7) MISSION VIEJO MEDICAL VENTURES 27800 MEDICAL CENTER RD 354 MISSION VIEJO,CA92691 33-0212905	HEALTHCARE	CA	NA	C-CORP
(8) ST JOSEPH HEALTH 3345 MICHELSON DRIVE SUITE 100 IRVINE,CA92612 46-2340232	HOLDING COMPANY	CA	NA	C-CORP
(9) ST JOSEPH HEALTH SOURCE INC 3345 MICHELSON DRIVE SUITE 100 IRVINE,CA92612 46-1900168	HEALTHCARE	CA	NA	C-CORP
(10) ST JOSEPH PROF SVCS ENTERPRISES INC 3345 MICHELSON DRIVE SUITE 100 IRVINE,CA92612 33-0155323	HEALTHCARE	CA	NA	C-CORP
(11) ST JOSEPH PROF SVCS ENTERPRISES INC 3345 MICHELSON DRIVE SUITE 100 IRVINE,CA92612 33-0155323	HEALTHCARE	CA	NA	C-CORP

Schedule R (Form 990) 2015

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

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

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

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

Yes

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

Yes

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

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

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

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

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

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

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

Yes

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

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

Yes

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

Yes

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

Yes

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

Yes

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

Yes

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

Yes

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

Yes

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

Yes

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

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) St Joseph Health System Foundation	c	282,174	Accrual
(2) St Joseph Health System Foundation	b	1,501,800	Accrual
(3) St Joseph Hospital of Eureka	o	130,031	Accrual
(4) Santa Rosa Memorial Hospital	o	670,834	Accrual
(5) Santa Rosa Memorial Hospital	p	2,250,231	Accrual
(6) ST JUDE HOSPITAL YORBA LINDA	b	10,235,614	FMV
(7) ST JUDE HOSPITAL YORBA LINDA	l	4,401,537	FMV

Schedule R (Form 990) 2015

Page 4

Part VI

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

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

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

Schedule R (Form 990) 2015

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 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 NORTH BAY ENDOSCOPY CENTER, LLC EIN: 61-1559876 ADDRESS: 1383 N. MCDOWELL BLVD SUITE 110, PETALUMA, CA 94954 MISSION VIEJO PHYSICIAN PARTNERS I LLC EIN: 47-1559873 ADDRESS: 27700 MEDICAL CENTER ROAD, MISSION VIEJO, CA 92691 ADVANCED SURGERY INSTITUTE LLC EIN: 26-2299255 ADDRESS: 1739 4TH STREET, SANTA ROSA, CA 95404

Schedule R (Form 990) 2015

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO EXTEND THE HEALING MINISTRY OF JESUS IN THE TRADITION OF THE SISTERS OF ST. JOSEPH OF ORANGE BY CONTINUALLY IMPROVING THE HEALTH & QUALITY OF LIFE OF PEOPLE IN THE COMM WE SERVE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	14
5	Total number of individuals employed in calendar year 2015 (Part V, line 2a) ......	5	1,326
6	Total number of volunteers (estimate if necessary) .............	6	175
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	10,054
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	4,086,334	3,827,836
9	Program service revenue (Part VIII, line 2g) .........	250,050,238	248,869,789
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	14,985,402	8,662,983
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	795,634	1,209,410
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	269,917,608	262,570,018
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,984,996	2,090,500
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)	116,666,284	113,570,690
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,323,307
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	143,052,547	139,775,747
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	261,703,827	255,436,937
19	Revenue less expenses. Subtract line 18 from line 12.......	8,213,781	7,133,081
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	410,511,065	391,757,604
21	Total liabilities (Part X, line 26).............	175,465,870	177,923,167
22	Net assets or fund balances. Subtract line 21 from line 20.....	235,045,195	213,834,437

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 239,923,900 including grants of $ 2,090,500 ) (Revenue $ 250,079,199 )
	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 expenses239,923,900

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	3,328,114	4,121,678	1,065,548

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	0
d	Related organizations		1d	3,584,280
e	Government grants (contributions)		1e	91,684

f	All other contributions, gifts, grants, and similar amounts not included above		1f	151,872

g	Noncash contributions included in lines 1a-1f:$ 0
h Total.Add lines 1a-1f.......		3,827,836

		Business Code
2a	Net Patient Revenue	622110	242,907,175	242,907,175	0	0
b	SYNERGY WELLNESS CENTER REVENUE	713940	4,164,459	4,154,405	10,054	0
c	EHR MEANINGFUL USE REVENUE	611420	388,602	388,602	0	0
d	Cafeteria Revenue	722514	721,638	721,638	0	0
e	MEDICAL OFFICE BUILDING REVENUE	531120	392,365	392,365	0	0
f	All other program service revenue.			295,550	295,550		0
g Total.Add lines 2a–2f.....			248,869,789

3 Investment income (including dividends, interest, and othersimilar amounts) ..........			8,658,011			8,658,011
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)	0	0
d	Net rental income or (loss)......			0
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	4,972
b	Less: cost or other basis and sales expenses
c	Gain or (loss)	4,972
d	Net gain or (loss).....			4,972			4,972
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
	a		349
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..			349	349
Business Code			Miscellaneous Revenue
11a	FEMA EARTHQUAKE ASSISTANCE		900099	1,053,454	1,053,454	0	0
b	Earthquake Ins Proceeds		900099	155,473	155,473	0	0
c	Lifeline Income		900099	134	134	0	0
d	All other revenue ....
e	Total. Add lines 11a–11d ......			1,209,061
12	Total revenue. See Instructions......			262,570,018	250,069,145	10,054	8,662,983

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	2,090,500	2,090,500
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	0	0
3	Grants and other assistance to governments, organizations, and individuals outside the United States. 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 ....	2,590,097	0	2,590,097
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	196,408	185,232	9,708	1,468
7	Other salaries and wages	71,954,555	67,860,181	3,556,668	537,706
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	4,633,601	4,290,872	304,744	37,985
9	Other employee benefits .......	28,179,670	26,672,231	1,230,277	277,162
10	Payroll taxes ...........	6,016,359	5,695,020	264,864	56,475
11	Fees for services (non-employees):
a	Management ......	19,202,428	19,202,428		0
b	Legal .........	1,011,833	0	1,011,833	0
c	Accounting ...........	16,600	0	0	16,600
d	Lobbying ...........	28,978	28,978	0	0
e	Professional fundraising services. See Part IV, line 17	0			0
f	Investment management fees ......	736,407	0	736,407	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	39,990,547	37,153,442	2,604,560	232,545
12	Advertising and promotion ....	110,919	17,740	62,530	30,649
13	Office expenses .......	1,752,178	1,506,090	213,944	32,144
14	Information technology ......	521,861	211,607	255,866	54,388
15	Royalties ..	0	0	0	0
16	Occupancy ...........	3,843,234	3,809,089	19,980	14,165
17	Travel ............	277,248	130,871	126,284	20,093
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0	0	0	0
19	Conferences, conventions, and meetings ....	64,197	53,489	8,021	2,687
20	Interest ...........	7,556,035	7,546,391	9,644	0
21	Payments to affiliates .......	0	0	0	0
22	Depreciation, depletion, and amortization ..	15,576,740	15,110,488	466,206	46
23	Insurance ...	1,533,542	962,136	567,960	3,446
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	34,619,011	34,619,011	0	0
b	CA Hospital Fee Program	12,184,388	12,184,388	0	0
c	Dues and Subscriptions	114,249	92,535	16,411	5,303
d	Licensing Expenses	635,352	501,181	133,726	445
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	255,436,937	239,923,900	14,189,730	1,323,307
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).	0

1	Cash–non-interest-bearing ........			9,482,403	1	6,063,579
2	Savings and temporary cash investments .........			32,315,802	2	32,260,117
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			27,886,701	4	23,417,889
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 ....			59,444	7	22,764
8	Inventories for sale or use ........			4,162,045	8	3,584,972
9	Prepaid expenses and deferred charges ......			304,571	9	182,606
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	411,682,399
b	Less: accumulated depreciation	10b	209,564,539	207,077,780	10c	202,117,860
11	Investments—publicly traded securities .			120,874,611	11	117,959,047
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			8,347,708	15	6,148,770
16	Total assets. Add lines 1 through 15 (must equal line 34)...			410,511,065	16	391,757,604

17	Accounts payable and accrued expenses .....	23,656,672	17	28,868,480
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 ..	2,050,000	24	2,050,000
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	149,759,198	25	147,004,687
26	Total liabilities. Add lines 17 through 25..	175,465,870	26	177,923,167

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	235,045,195	27	213,834,437
28	Temporarily restricted net assets ...........	0	28	0
29	Permanently restricted net assets	0	29	0
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	235,045,195	33	213,834,437
34	Total liabilities and net assets/fund balances ........	410,511,065	34	391,757,604