Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 09-01-2015 , and ending 08-31-2016
BCheck if applicable:
CName of organization
STANFORD HEALTH CARE
 
% CONTROLLER
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
300 Pasteur Drive MC 5555
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Stanford, CA94305
D Employer identification number

94-6174066
E Telephone number

G Gross receipts $ 3,705,341,644
F Name and address of principal officer:
DAVID CONNOR INTERIM CFO
300 PASTEUR DRIVE MC 5516
Stanford,CA94305
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
HTTP://WWW.STANFORDHEALTHCARE.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1957
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 29
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 22
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 12,464
6 Total number of volunteers (estimate if necessary) ............. 6 1,557
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,781,510
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -592,110
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 52,627,380 20,436,017
9 Program service revenue (Part VIII, line 2g) ......... 3,325,071,282 3,642,978,061
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 170,816,083 41,927,566
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 3,548,514,745 3,705,341,644
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 400,500 441,500
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) 1,282,867,413 1,565,889,708
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet10,911,270    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,775,492,500 1,937,709,736
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 3,058,760,413 3,504,040,944
19 Revenue less expenses. Subtract line 18 from line 12....... 489,754,332 201,300,700
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 5,382,496,999 5,591,584,994
21 Total liabilities (Part X, line 26)............. 2,346,638,819 2,562,149,725
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,035,858,180 3,029,435,269
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 3,188,608,841 including grants of $ 441,500 ) (Revenue $ 3,642,978,061 )
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 expensesMediumBullet3,188,608,841
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see list of attachments
20b
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,041
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
12,464
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletBD , AE
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
29
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
22
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCONTROLLER1510 PAGE MILL ROAD M/C 5555   PALO ALTO,CA94304 (650) 723-4000
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) SUSAN BECHTEL......................................................................
DIRECTOR (SEE SCHEDULE O)
2.0
.................
0.0
X           0 0 0
(2) WILLIAM BRODY......................................................................
DIRECTOR (SEE SCHEDULE O)
2.0
.................
0.0
X           0 0 0
(3) MARIANN BYERWALTER......................................................................
DIRECTOR/INTERIM CEO
2.0
.................
3.0
X   X       0 0 0
(4) BRET COMOLLI......................................................................
DIRECTOR
2.0
.................
2.0
X           0 0 0
(5) MARY CRANSTON......................................................................
DIRECTOR
2.0
.................
3.5
X           0 0 0
(6) CHRISTOPHER DAWES......................................................................
DIRECTOR
2.0
.................
50.0
X           0 1,607,856 473,513
(7) DAVID ENTWISTLE......................................................................
DIRECTOR/CEO (SEE SCHEDULE O)
50.0
.................
3.0
X   X       0 0 0
(8) CHANDLER EVANS......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(9) KAYE FOSTER-CHEEK......................................................................
DIRECTOR
2.0
.................
2.0
X           0 0 0
(10) JOHN FREIDENRICH......................................................................
DIRECTOR (SEE SCHEDULE 0)
2.0
.................
2.0
X           0 0 0
(11) JOHN GOLDMAN......................................................................
DIRECTOR
2.0
.................
2.0
X           0 0 0
(12) LORI GOLER......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(13) JOHN GUNN......................................................................
VICE CHAIR
2.0
.................
2.0
X           0 0 0
(14) FRED HARMAN......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(15) ROBERT HARRINGTON......................................................................
DIRECTOR (SEE SCHEDULE O)
2.0
.................
51.0
X           0 881,259 54,835
(16) JOEL HYATT......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(17) RONALD JOHNSON......................................................................
VICE CHAIR
2.0
.................
2.0
X           0 0 0
Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) CHARLES KOOB........................................................................
DIRECTOR
2.0
.......................1.0
X           0 0 0
(19) CHIEN LEE........................................................................
DIRECTOR
2.0
.......................0.0
X           0 0 0
(20) MARK LESLIE........................................................................
DIRECTOR (SEE SCHEDULE O)
2.0
.......................50.0
X           0 86,437 0
(21) JOHN LEVIN........................................................................
CHAIR
2.0
.......................3.0
X           0 0 0
(22) LINDA MEIER........................................................................
DIRECTOR
2.0
.......................0.0
X           0 0 0
(23) LLOYD B MINOR MD........................................................................
DIRECTOR
2.0
.......................55.0
X           0 1,716,675 346,555
(24) JOHN MORGRIDGE........................................................................
DIRECTOR
2.0
.......................0.0
X           0 0 0
(25) MARGARET RAFFIN........................................................................
DIRECTOR
2.0
.......................1.0
X           0 0 0
(26) CHRISTOPHER REDLICH........................................................................
DIRECTOR
2.0
.......................0.0
X           0 0 0
(27) KATHRYN RENSCHLER MD........................................................................
DIRECTOR
2.0
.......................0.0
X           0 0 0
(28) NORMAN RIZK MD........................................................................
DIRECTOR
2.0
.......................51.0
X           0 977,534 45,515
(29) AMIR DAN RUBIN........................................................................
DIRECTOR/CEO (SEE SCHEDULE O)
50.0
.......................7.0
X   X       3,329,157 0 369,750
(30) JOHN SCULLY........................................................................
DIRECTOR
2.0
.......................0.0
X           0 0 0
(31) MARK WELTON MD........................................................................
DIRECTOR
2.0
.......................50.0
X           0 589,516 74,098
(32) WILLIAM YOUNGER........................................................................
DIRECTOR (SEE SCHEDULE O)
2.0
.......................0.0
X           0 0 0
(33) DAVID J CONNOR........................................................................
INTERIM CFO
50.0
.......................2.25
    X       515,137 0 44,205
(34) JAMES HEREFORD........................................................................
COO
50.0
.......................4.0
    X       1,186,665 0 147,275
(35) DANIEL MORISSETTE........................................................................
CFO
50.0
.......................4.25
    X       1,375,246 0 63,481
(36) DOUGLAS GUNDERSON........................................................................
VP - OPS DIAG & TREAT SVCS
25.0
.......................25.0
      X     568,440 0 94,540
(37) NANCY LEE........................................................................
CNO & VP PATIENT CARE SRVCS
50.0
.......................0.0
      X     564,724 0 68,359
(38) PRAVENE NATH........................................................................
CHIEF MED INFO OFFICER
50.0
.......................0.0
      X     788,357 0 35,508
(39) MARK TORTORICH........................................................................
VP DESIGN, PLAN, CONSTRUCTION
25.0
.......................25.0
      X     465,587 0 56,101
(40) SHIRLEY WEBER........................................................................
VP CLINICAL OPERATIONS
50.0
.......................0.0
      X     343,734 0 48,962
(41) BENJI M LOANZON........................................................................
SHC VP-CONTROLLER, SHC VC CFO
30.0
.......................20.4
        X   580,826 0 50,464
(42) BRUCE HARRISON........................................................................
VP NETWORK DEV.
25.0
.......................40.0
        X   723,855 0 123,855
(43) SRIDHAR SESHADRI........................................................................
VP CANCER CTR & PROCESS EXLCE
50.0
.......................0.0
        X   582,856 0 66,777
(44) JENNIFER VARGAS........................................................................
VP BUS DEVELOPMENT
50.0
.......................3.25
        X   806,089 0 63,647
(45) JASON ROOS........................................................................
VP & CHIEF TECHNOLOGY OFFICER
50.0
.......................0.0
        X   645,021 0 48,028
(46) JERROLD MAKI........................................................................
VP CLINICAL SVS
50.0
.......................0.0
          X 470,131 0 55,499
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 12,945,825 5,859,277 2,330,967
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet3,897
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
STANFORD UNIVERSITY,
3145 PORTER DRIVE
PALO ALTO,CA94304
PROF. SERVICES 624,069,630
CLARKMCCARTHY CONSTRUCTION,
343 SANSOME ST 14TH FLOOR
SAN FRANCISCO,CA94104
CONSTRUCTION COMPANY 242,131,718
SWINERTON BUILDERS,
260 TOWNSEND STREET
SAN FRANCISCO,CA94107
CONSTRUCTION COMPANY 46,529,208
CAHILL CONTRACTORS INC,
425 CALIFORNIA STREET SUITE 2200
SAN FRANCISCO,CA94104
CONSTRUCTION COMPANY 37,338,592
ACCENTURE LLP,
161 N CLARK STREET
CHICAGO,IL60601
IT CONSULTING 27,803,257
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet329
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 787,444
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 19,648,573
g Noncash contributions included in lines 1a-1f:$ 348,075
h Total.Add lines 1a-1f.......MediumBullet 20,436,017
 Program Service RevenueAmt Business Code
2a PATIENT REVENUE 900099 3,442,846,980 3,442,846,980    
b OUTREACH LAB CLINIC 900099 11,638,919 11,638,919    
c REIMBURSED/SHARED EXPENSES 900099 126,631,723 126,631,723    
d HOUSE STAFF 900099 20,049,146 20,049,146    
e CLINIC REVENUE 900099 10,269,170 10,269,170    
f All other program service revenue. 31,542,123 27,060,652 2,781,510 1,699,961
g Total.Add lines 2a–2f.....MediumBullet 3,642,978,061
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 72,355,460     72,355,460
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 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)......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory -157,011 -30,270,883
b Less: cost or other basis and sales expenses    
c Gain or (loss) -157,011 -30,270,883
d Net gain or (loss).....MediumBullet -30,427,894     -30,427,894
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 3,705,341,644 3,638,496,590 2,781,510 43,627,527
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 441,500 441,500
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 10,035,444 2,710,592 6,929,892 394,960
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 260,618   260,618  
7 Other salaries and wages 1,042,590,315 956,220,207 86,143,191 226,917
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 80,667,806 74,436,274 6,204,796 26,736
9 Other employee benefits ....... 349,563,310 318,520,100 30,888,359 154,851
10 Payroll taxes ........... 82,772,215 76,278,390 6,474,709 19,116
11 Fees for services (non-employees):        
a Management ...... 1,261,556 411,941 849,615  
b Legal ......... 9,289,666   9,289,666  
c Accounting ........... 1,750,279 10,292 1,739,987  
d Lobbying ........... 162,196 108,000 54,196  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 81,155,397 68,744,555 12,075,692 335,150
12 Advertising and promotion .... 18,899,880 17,445,462 1,168,372 286,046
13 Office expenses ....... 127,519,939 100,367,429 26,905,658 246,852
14 Information technology ...... 52,474,169 31,003,231 21,229,457 241,481
15 Royalties .. 0      
16 Occupancy ........... 89,698,582 83,393,396 6,225,624 79,562
17 Travel ............ 6,665,377 4,676,623 1,919,131 69,623
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 1,684,750 1,213,051 441,525 30,174
20 Interest ........... 39,383,174 39,383,174    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 119,420,820 101,963,764 17,398,630 58,426
23 Insurance ... 9,724,874 7,846,788 1,878,086  
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 OTHER PURCHASED SERVICES 837,934,213 775,644,975 53,846,497 8,442,741
b SUPPLIES 467,690,954 462,247,327 5,413,621 30,006
c LICENSE AND TAXES 2,236,270 1,308,674 927,596  
d DUES & SUBSCRIPTIONS 4,083,091 1,617,028 2,466,063  
e All other expenses 66,674,549 62,616,068 3,789,852 268,629
25 Total functional expenses. Add lines 1 through 24e 3,504,040,944 3,188,608,841 304,520,833 10,911,270
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 421,079 1 10,283,637
2 Savings and temporary cash investments ......... 404,032,133 2 569,782,652
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 558,104,904 4 586,264,783
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
1,750,000 5 4,000,000
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net .... 0 7 0
8 Inventories for sale or use ........ 38,198,294 8 44,675,664
9 Prepaid expenses and deferred charges ...... 28,923,938 9 29,044,483
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,525,697,635
b Less: accumulated depreciation 10b 1,279,740,870 1,765,934,194 10c 2,245,956,765
11 Investments—publicly traded securities . 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 1,474,367,390 12 1,352,672,102
13 Investments—program-related. See Part IV, line 11 .. 210,137,077 13 225,529,217
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 900,627,990 15 523,375,691
16 Total assets. Add lines 1 through 15 (must equal line 34)... 5,382,496,999 16 5,591,584,994
Liabilities 17 Accounts payable and accrued expenses ..... 400,096,763 17 474,614,811
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 1,473,911,564 20 1,457,875,402
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.. 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 472,630,492 25 629,659,512
26 Total liabilities. Add lines 17 through 25.. 2,346,638,819 26 2,562,149,725
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 2,466,480,069 27 2,444,971,050
28 Temporarily restricted net assets ........... 561,684,484 28 576,570,592
29 Permanently restricted net assets 7,693,627 29 7,893,627
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 3,035,858,180 33 3,029,435,269
34 Total liabilities and net assets/fund balances ........ 5,382,496,999 34 5,591,584,994
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
3,705,341,644
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
3,504,040,944
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
201,300,700
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
3,035,858,180
5
Net unrealized gains (losses) on investments ...............
5
1,130,317
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-208,853,928
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
3,029,435,269
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2015)
Form 990 (2015)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow 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
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4


5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

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) right arrow (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.) .... 219,413,695 51,938,863 48,284,030 52,627,380 20,436,017 392,699,985
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 219,413,695 51,938,863 48,284,030 52,627,380 20,436,017 392,699,985
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).. 123,221,689
6 Public support. Subtract line 5 from line 4. 269,478,296
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4.. 219,413,695 51,938,863 48,284,030 52,627,380 20,436,017 392,699,985
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 11,330,296 15,565,689 17,415,154 116,813,575 72,355,460 233,480,174
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 0 172,262 0 172,262
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..           0
11 Total support. Add lines 7 through 10. 626,352,421
12
12
14,894,437,738
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
43.023 %
15
15
44.250 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

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) right arrow (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) right arrow (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.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

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
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (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.
6
 
 
7
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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 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.
9c
 
 
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
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (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?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

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

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

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:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet 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
STANFORD HEALTH CARE
 
Employer identification number

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





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box 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
STANFORD HEALTH CARE
 
Employer identification number
94-6174066
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


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(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
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
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
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data


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

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletInformation 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
STANFORD HEALTH CARE
 
Employer identification number

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

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ......................................................................................................................SchCMd Bullet
$  
3
Volunteer hours .............................................................................................................................
 

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

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

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

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

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the 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


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)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
12,787
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
171,342
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
Yes
 
67,598
i
Other activities? ...................................................................................................................
Yes
 
162,196
j
Total. Add lines 1c through 1i ....................................................................................................
413,923
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) 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."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
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 INCLUDE: - SENDING LETTERS OR PUBLICATIONS TO GOVERNMENT OFFICIALS OR LEGISLATORS; - MEETING WITH OR CALLING GOVERNMENT OFFICIALS OR LEGISLATORS; AND - SENDING OR DISTRIBUTING LETTERS OR PUBLICATIONS (INCLUDING NEWSLETTERS, BROCHURES, ETC.) TO MEMBERS OR TO THE GENERAL PUBLIC. SHC BELONGS TO CERTAIN TRADE ASSOCIATIONS IN WHICH A PORTION OF DUES PAID TO THESE ORGANIZATIONS IS SPENT ON EFFORTS TO INFLUENCE LEGISLATIVE MATTERS IN THE HEALTH CARE INDUSTRY. DURING FY16, SHC PAID DUES OF APPROXIMATELY $436,040 TO THESE TRADE ASSOCIATIONS AND THE APPROXIMATE AMOUNT OF THE DUES SPENT ON LOBBYING PURPOSES WAS $54,196.
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," 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
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
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 ....    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" 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 .... 18,359,232 17,984,715 16,132,734 14,823,180 13,519,734
b Contributions ... 200,000 1,725 101,360 0 1,099,127
c Net investment earnings, gains, and losses 470,094 791,299 2,362,565 1,577,006 463,480
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
412,517 418,507 611,944 267,452 259,161
f Administrative expenses ....          
g End of year balance ...... 18,616,809 18,359,232 17,984,715 16,132,734 14,823,180
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet42.400 %
c
Temporarily restricted endowment SchDMd Bullet57.600 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' 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 ...   20,517,753 20,517,753
b Buildings   1,004,502,063 485,974,477 518,527,586
c Leasehold improvements   145,809,447 52,720,223 93,089,224
d Equipment ...   965,086,516 735,797,239 229,289,277
e Other ...   1,389,781,856 5,248,931 1,384,532,925
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 2,245,956,765
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other 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) MANAGED POOL
1,280,143,028 F

(B) OTHER INVESTMENTS
72,529,074 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 1,352,672,102
Part VIII
Investments—Program 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.)Small Bullet  
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) ASSETS HELD BY TRUSTEE 235,787,518
(2) PLEDGES RECEIVABLE 87,228,589
(3) OTHER ASSETS 200,359,584
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 523,375,691
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
THIRD PARTY PAYOR LIABILITIES 23,023,832
DUE TO RELATED PARTIES 78,263,475
SELF-INSURED RESERVES 108,759,980
OTHER LIABILITIES 354,149,225
PENSION LIABILITY 65,463,000
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 629,659,512
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

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
PART III, LINE 4 SHC MAINTAINS A COLLECTION OF DONATED ART FOR PUBLIC EXHIBITION AT HOSPITAL FACILITIES.
PART V, LINE 4 ENDOWMENT FUNDS STANFORD HEALTH CARE'S (SHC) ENDOWMENT CONSISTS OF 19 INDIVIDUAL FUNDS WHICH ARE RESTRICTED TO PARTICULAR USES. SHC HAS FUNDS TO SUPPORT THE MEDICAL DIRECTOR OF THE HOSPITAL'S CANCER CENTER, CLINICAL SERVICES, AND FUNDS TO SUPPORT THE MEDICAL DIRECTOR OF DISASTER PREPAREDNESS. SHC ALSO HAS FUNDS TO SUPPORT EDUCATIONAL PROGRAMS, CHAPLAINCY PROGRAMS, CLINICAL PASTORAL EDUCATION PROGRAM IN SPIRITUAL CARE, PATIENT CARE, INDIGENT CARE, HEALTH LIBRARY TECHNOLOGY AND NURSING STAFF THAT CARE FOR CANCER PATIENTS TO ENHANCE THE EXPERIENCE & WELLBEING OF CANCER PATIENTS.
PART X, LINE 2 FIN 48 SHC HAS NO UNCERTAIN TAX POSITIONS PERTAINING TO UNRELATED BUSINESS INCOME.
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
East Asia and the Pacific 1 2 Program Services PROMOTION OF HEALTH 638,293
Middle East and North Africa 1 1 Program Services PROMOTION OF HEALTH 114,252
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 2 3 752,545
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 2 3 752,545
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
SCHEDULE F, PART I, LINE 3 THE AMOUNTS LISTED IN COLUMN F ARE THE EXPENSES FOR THE STANFORD CENTER AT PEKING UNIVERSITY, STANFORD MEDICINE INTERNATIONAL (HONG KONG) CO., LIMITED AND STANFORD INTERNATIONAL MEDICAL SERVICES RAK FZE. THE AMOUNTS CONSIST OF THE RESPECTIVE REGION'S RENTAL FEES, CONSULTING EXPENSES, AND THE ORGANIZATION'S EMPLOYEE TRAVEL EXPENSES.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2015
Additional Data


Software ID:  
Software Version:  



SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" 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
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
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.
3
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.
a
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:
3a
Yes
 
b
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: . . . . . . . .
3b
Yes
 
%
c
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.
4
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"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
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? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    18,632,501 799,107 17,833,394 0.510 %
b Medicaid (from Worksheet 3, column a) . . . . .     460,543,211 203,453,569 257,089,642 7.340 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     479,175,712 204,252,676 274,923,036 7.850 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     5,469,374   5,469,374 0.160 %
f Health professions education (from Worksheet 5) . . .     94,996,311 19,625,683 75,370,628 2.150 %
g Subsidized health services (from Worksheet 6) . . . .     6,702,150 5,304,928 1,397,222 0.040 %
h Research (from Worksheet 7) .     1,022,613   1,022,613 0.030 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     3,660,481   3,660,481 0.100 %
j Total. Other Benefits . .     111,850,929 24,930,611 86,920,318 2.480 %
k Total. Add lines 7d and 7j .     591,026,641 229,183,287 361,843,354 10.330 %
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     2,690   2,690  
2 Economic development            
3 Community support     30,095   30,095  
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy     2,500   2,500  
8 Workforce development     117,822   117,822  
9 Other            
10 Total     153,107   153,107  
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
109,224,249
3
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. ......
3
 
4
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
5
Enter total revenue received from Medicare (including DSH and IME).....
5
727,402,478
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
1,239,621,574
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-512,219,096
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
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 .........................

9b

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
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)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 STANFORD HEALTH CARE
300 PASTEUR DRIVE
STANFORD,CA94305
HTTP://STANFORDHEALTHCARE.ORG
070000662
X X   X     X      
Schedule H (Form 990) 2015
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)
STANFORD HEALTH CARE
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):
1
Yes No
Community Health Needs Assessment
1 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?........................ 1   No
2 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............... 2   No
3 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...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 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 ................. 5 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.................................. 6a Yes  
b 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. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 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. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): HTTP://STANFORDHEALTHCARE.ORG
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 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   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c 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
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
STANFORD HEALTH CARE
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 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):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
HTTP://STANFORDHEALTHCARE.ORG
b
SAME AS ABOVE
c
d
e
f
g
h
i
Billing and Collections
17 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?.................................. 17 Yes  
18 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:
a
b
c
d
e
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

STANFORD HEALTH CARE
Name of hospital facility or letter of facility reporting group  
Yes No
19 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 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):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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.
a
b
c
d
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
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
PART V, SECTION B LINE 5 IN SAN MATEO COUNTY (SMC) AND SANTA CLARA COUNTY (SCC), APPLIED SURVEY RESEARCH (ASR) CONDUCTED THE PRIMARY RESEARCH USING THREE STRATEGIES FOR COLLECTING COMMUNITY INPUT: INTERVIEWS WITH HEALTH EXPERTS, FOCUS GROUPS WITH COMMUNITY LEADERS AND STAKEHOLDERS, AND RESIDENT FOCUS GROUPS. TO PROVIDE A VOICE TO THE COMMUNITY, AND IN ALIGNMENT WITH IRS REGULATIONS, THE FOCUS GROUPS TARGETED RESIDENTS WHO ARE MEDICALLY UNDERSERVED, IN POVERTY, AND OF MINORITY POPULATIONS. ASR CONDUCTED FOCUS GROUPS AND KEY INFORMANT INTERVIEWS IN SAN MATEO AND SANTA CLARA COUNTIES WHICH CENTERED AROUND TWO CORE QUESTIONS. THESE QUESTIONS WERE MODIFIED APPROPRIATELY FOR THE GROUP (PROFESSIONALS OR RESIDENTS): -WHAT ARE THE TOP OR "PRIORITY" HEALTH NEEDS IN THE COMMUNITY THAT ARE NOT BEING WELL-MET NOW (COMPARED TO 2013)? -WHAT ARE THE ISSUES AROUND ACCESS TO HEALTHCARE AND HOW HAS THE AFFORDABLE CARE ACT IMPACTED ACCESS TO HEALTHCARE FOR THE COMMUNITY? FOCUS GROUPS SAN MATEO COUNTY: ASR HELD NINE FOCUS GROUPS IN SMC, PRIMARILY WITH RESIDENTS, AND ONE WITH PROFESSIONALS FROM ORGANIZATIONS THAT SERVE THE FOCUS POPULATION. A TOTAL OF 65 COMMUNITY MEMBERS PARTICIPATED IN THE FOCUS GROUP DISCUSSIONS ACROSS SMC. PARTICIPATING GROUPS INCLUDED: -SEQUOIA WELLNESS CENTER (LOW-INCOME OLDER ADULTS POPULATION) -CARLMONT HIGH SCHOOL (YOUTH POPULATION) -FAIR OAKS ACTIVITY CENTER (LOW-INCOME, SPANISH-SPEAKING OLDER ADULTS POPULATION) -MAPLE STREET SHELTER (HOMELESS ADULTS POPULATION) -EL CENTRO DE LIBERTAD (YOUTH WITH BEHAVIORAL HEALTH ISSUES POPULATION) -PRIDE INITIATIVE AT CONGREGATIONAL CHURCH OF SAN MATEO (LGBTQI POPULATION) -PACIFIC ISLANDER INITIATIVE AT PENINSULA CONFLICT RESOLUTION CENTER (TONGAN/SAMOAN POPULATION) -RAVENSWOOD HEALTH CENTER (MEDICALLY UNDERSERVED POPULATION) -BOYS & GIRLS CLUB OF HALF MOON BAY (COASTSIDE RESIDENTS POPULATION) SANTA CLARA COUNTY: TEN FOCUS GROUPS WERE HELD IN SCC BETWEEN APRIL AND SEPTEMBER 2015. HALF OF THE GROUPS WERE HELD WITH PROFESSIONALS FROM ORGANIZATIONS THAT SERVE THE FOCUS POPULATION, AND HALF WERE HELD WITH RESIDENTS THEMSELVES. SIXTY-EIGHT PROFESSIONALS AND FORTY NON-PROFESSIONAL RESIDENTS PARTICIPATED IN A FOCUS GROUP. THREE OUT OF FIVE FOCUS GROUPS WITH RESIDENTS WERE CONDUCTED IN LANGUAGES OTHER THAN ENGLISH. IN ADDITION TO ANSWERING THE CORE QUESTIONS ABOUT HEALTH PRIORITIES AND ACCESS, ASR ASKED SCC FOCUS GROUP PARTICIPANTS TO SHARE THEIR SUGGESTIONS FOR IMPROVEMENT OF HEALTH, INCLUDING HOW NEW OR EXISTING RESOURCES COULD BEST HELP, AND WHETHER POLICIES COULD BE DEVELOPED TO IMPACT THE NEED. PARTICIPATING GROUPS INCLUDED: -FAMILY CAREGIVER ALLIANCE (FAMILY CAREGIVERS OF OLDER ADULT POPULATION) -DESTINATION HOME (HOMELESS ADULT POPULATION) -COLUMBIA NEIGHBORHOOD CENTER (SPANISH-SPEAKING NEW AND PREGNANT MOTHER POPULATION) -LOS ALTOS HIGH SCHOOL (HIGH SCHOOL YOUTH POPULATION) -COMMUNITY HEALTH PARTNERSHIP (SPANISH-SPEAKING MEDICALLY UNDERSERVED POPULATION) -ALZHEIMERS ASSOCIATION (OLDER ADULT POPULATION) -BEHAVIORAL HEALTH CONTRACTORS ASSOCIATION OF SANTA CLARA COUNTY (MENTAL HEALTH/SUBSTANCE ABUSE POPULATION) -COMMUNITY SOLUTIONS (SOUTH COUNTY RESIDENT POPULATION) -ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT (VIETNAMESE-SPEAKING ADULT POPULATION) INTERVIEWS ASR INTERVIEWED VARIOUS PROFESSIONALS, INCLUDING PUBLIC HEALTH EXPERTS, IN SCC AND SMC WHO EITHER WORK IN THE HEALTH FIELD OR IMPROVE HEALTH AND QUALITY OF LIFE CONDITIONS BY SERVING THOSE FROM IRS-IDENTIFIED HIGH-NEED POPULATIONS AND ALSO COMMUNITY LEADERS OR REPRESENTATIVES. EXPERTS WERE INTERVIEWED IN PERSON OR BY TELEPHONE. IN BOTH COUNTIES, ASR ASKED INFORMANTS TO IDENTIFY THE TOP NEEDS OF THEIR CONSTITUENCIES AND TO GIVE THEIR PERCEPTIONS ABOUT HOW ACCESS TO HEALTHCARE HAS CHANGED IN THE POST-AFFORDABLE CARE ACT ENVIRONMENT. SAN MATEO COUNTY: IN SMC, ASR CONDUCTED 29 KEY INFORMANT INTERVIEWS. IN ADDITION TO THE CORE QUESTIONS ABOUT HEALTH PRIORITIES AND ACCESS DESCRIBED ABOVE, INFORMANTS WERE ASKED TO DISCUSS HOW THE BUILT/PHYSICAL ENVIRONMENT IN SMC IMPACTS HEALTH AND HOW TECHNOLOGY MAY BE USED TO IMPROVE HEALTH. SANTA CLARA COUNTY: ASR INTERVIEWED FIVE SCC EXPERTS FROM VARIOUS ORGANIZATIONS IN THE HEALTH SECTOR. IN ADDITION TO THE CORE QUESTIONS ABOUT HEALTH PRIORITIES AND ACCESS, THEY WERE ASKED TO EXPLAIN WHICH BARRIERS TO GOOD HEALTH OR ADDRESSING HEALTH NEEDS EXIST, AND TO SHARE WHICH SOLUTIONS MAY IMPROVE HEALTH (INCLUDING EXISTING RESOURCES AND POLICY CHANGES). SURVEY (SANTA CLARA COUNTY ONLY) ASR INVITED 65 COMMUNITY LEADERS WITH EXPERTISE IN SERVING THE COMMUNITY TO PARTICIPATE IN AN ONLINE SURVEY. THE SURVEY ASKED PARTICIPANTS TO RANK A LIST OF HEALTH NEEDS IN SANTA CLARA COUNTY AND INVITED THEM TO ADD OTHER NEEDS TO THE LIST. THERE WERE 49 RESPONSES TO THE SURVEY, WHICH REFLECTED A RANGE OF EXPERTISE. PARTICIPANTS ORGANIZATIONS INCLUDED BEHAVIORAL HEALTH AGENCIES, AGENCIES THAT HELP FAMILIES WITH BASIC NEEDS, SCHOOL SYSTEMS, AND OTHER NONPROFIT ORGANIZATIONS. ASR COMBINED THE RESULTS OF THE SURVEY WITH INPUT GATHERED THROUGH FOCUS GROUPS AND INTERVIEWS TO DETERMINE THE COMMUNITYS PRIORITIES.
PART V, SECTION B, LINE 6A -EL CAMINO HOSPITAL -KAISER PERMANENTE - SANTA CLARA, SAN JOSE, SOUTH SAN FRANCISCO AND REDWOOD CITY -LUCILE PACKARD CHILDREN'S HOSPITAL STANFORD HEALTH CARE -O'CONNOR HOSPITAL -SAINT LOUISE REGIONAL -SAN MATEO MEDICAL CENTER -SEQUOIA HOSPITAL -SETON MEDICAL CENTER -SUTTER HEALTH PENINSULA COASTAL REGION
PART V, SECTION B, LINE 6B -UNITED WAY SILICON VALLEY -SAN MATEO COUNTY HEALTH DEPARTMENT -SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT
PART V, SECTION B, LINE 7A/10A URL AT WHICH THE CHNA AND IMPLEMENTATION STRATEGY ARE AVAILABLE: HTPPS://STANFORDHEALTHCARE.ORG/ABOUT-US/COMMUNITY-PARTNERSHIPS.HTML
PART V, SECTION B, LINE 11 OF THE 21 HEALTH NEEDS IDENTIFIED BY THE CHNA PROCESS, SHC SELECTED FIVE TO ADDRESS. ACCESS TO CARE, CANCER, INFECTIOUS DISEASE, OBESITY/DIABETES, AND BEHAVIORAL HEALTH. SHC ADDRESSES THESE SIGNIFICANT HEALTH NEEDS IDENTIFIED THROUGH THE CHNA PROCESS BY PARTNERING WITH FREE- AND COMMUNITY-BASED CLINICS AND OTHER COMMUNITY-BASED ORGANIZATIONS. FOR A DETAILED DESCRIPTION OF SHCS COMMUNITY PARTNERS AND RESOURCES PROVIDED SEE THE IMPLEMENTATION STRATEGY AT HTPPS://STANFORDHEALTHCARE.ORG/ABOUT-US/COMMUNITY-PARTNERSHIPS.HTML THE FOLLOWING FIVE CRITERIA WERE USED TO PRIORITIZE THE 21 HEALTH NEEDS AND DETERMINE, WHICH HEALTH NEEDS WILL BE ADDRESSED BY SHC BETWEEN 2017 AND 2019: -CRITERION 1: CUTS ACROSS BOTH SAN MATEO AND SANTA CLARA COUNTIES (IMPACTS SHCS COMMUNITY) -CRITERION 2: IDENTIFIED AS A PRIORITY HEALTH NEED BY COMMUNITY INPUT -CRITERION 3: SHC HAS THE REQUIRED EXPERTISE AND RESOURCES TO MAKE AN IMPACT -CRITERION 4: MAGNITUDE/SCALE: AFFECTS A LARGE NUMBER OF INDIVIDUALS -CRITERION 5: ALTHOUGH NOT A NEED IN THE GENERAL POPULATION, DISPARITIES OR INEQUITIES EXIST HEALTH NEEDS NOT BEING ADDRESSED: OF THE 21 HEALTH NEEDS IDENTIFIED BY THE CHNA PROCESS, SHC SELECTED FIVE TO ADDRESS. OF THE SIXTEEN OTHER HEALTH NEEDS, THREE ARE INDIRECTLY ADDRESSED THROUGH THE HEALTH INITIATIVES DESCRIBED IN THE IMPLEMENTATION STRATEGY: CEREBROVASCULAR DISEASES, DIET/FITNESS/NUTRITION, AND RESPIRATORY CONDITIONS. THE HEALTH NEEDS LISTED BELOW ARE NOT CURRENTLY ADDRESSED IN THE IMPLEMENTATION STRATEGY. THE REASONS WHY THE NEED IS NOT BEING ADDRESSED INCLUDE -HOUSING: DOES NOT MEET CRITERION 3 -ORAL & DENTAL HEALTH: DOES NOT MEET CRITERION 3 -VIOLENCE & ABUSE: DOES NOT MEET CRITERION 3 OR CRITERION 4 -ALZHEIMERS DISEASE AND DEMENTIA: DOES NOT MEET CRITERION 2 OR 5 -BIRTH OUTCOMES: DOES NOT MEET CRITERION 2 OR 3 -ECONOMIC SECURITY: DOES NOT MEET CRITERION 2 OR 3 -SEXUAL HEALTH: DOES NOT MEET CRITERION 2, 3, OR, 4 -LEARNING DISABILITIES: DOES NOT MEET CRITERION 1, 3, 4, OR 5 -TOBACCO USE: DOES NOT MEET CRITERION 1, 3, 4, OR 5 -TRANSPORTATION AND TRAFFIC: DOES NOT MEET CRITERION 1, 3, 4, OR 5 -ARTHRITIS: DOES NOT MEET ANY CRITERION -CLIMATE CHANGE: DOES NOT MEET ANY CRITERION -UNINTENTIONAL INJURIES: DOES NOT MEET CRITERION 1, 2, 4, OR 5
PART V, SECTION B, LINE 16A-C URL AT WHICH THE FAP, FAP APPLICATION, AND PLAIN LANGUAGE SUMMARY IS AVAILABLE HTTPS://STANFORDHEALTHCARE.ORG/FOR-PATIENTS-VISITORS/BILLING/FINANCIAL-ASS ISTANCE.HTML
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 8
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?5
Name and address Type of Facility (describe)
1 STANFORD EMP HEALTH CLINIC AT QUALCOMM
5535 MOREHOUSE DRIVE
SAN DIEGO,CA92121
STANFORD EMPL HEALTH CLINIC AT QUALCOMM
2 STANFORD EMP HEALTH CLINIC AT DREAMWORKS
1000 FLOWER STREET
GLENDALE,CA91201
STANFORD EMPL HEALTH CLINIC AT DREAMWORKS
3 STANFORD EMP HEALTH CLINIC AT CISCO
3571 N 1st Street
San Jose,CA95134
STANFORD EMP HEALTH CLINIC AT CISCO
4 STANFORD EMP HEALTH CLINIC AT YAHOO
701 FIRST AVENUE
SAN JOSE,CA94089
STANFORD EMP HEALTH CLINIC AT YAHOO
5 STANFORD EMP HEALTH CLINIC AT QUALCOMM
10155 PACIFIC HEIGHTS BLVD
SAN DIEGO,CA92121
STANFORD EMP HEALTH CLINIC AT QUALCOMM
6
7
8
9
10
Schedule H (Form 990) 2015
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
PART I, LINE 6A IN SAN MATEO AND SANTA CLARA COUNTIES, COMMUNITY INPUT WAS GATHERED IN THE SPRING AND FALL OF 2015 THROUGH INTERVIEWS WITH LOCAL HEALTH EXPERTS, FOCUS GROUPS WITH COMMUNITY LEADERS AND REPRESENTATIVES, AND RESIDENT FOCUS GROUPS. SECONDARY DATA WAS OBTAINED FROM A VARIETY OF SOURCES.
PART I, LINE 7E COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS TOTALED $5,469,374 IN FY16.
PART I, LINE 7F HEALTH PROFESSIONS EDUCATION RESEARCH, EDUCATION AND TRAINING ARE CORE TO SHC'S MISSION. SHC IS THE SETTING FOR TRAINING MEDICAL STUDENTS, RESIDENTS AND FELLOWS FROM THE STANFORD SCHOOL OF MEDICINE AND, AS SUCH, MAKES A SIGNIFICANT CONTRIBUTION TO TRAINING THE NEXT GENERATION OF HEALTHCARE PROVIDERS. IN FY16, SHC CONTRIBUTED MORE THAN $76,393,241 MILLION TO SUPPORT HEALTH RESEARCH, EDUCATION AND TRAINING. OF THIS AMOUNT, OVER $68 MILLION WAS SPENT TO TRAIN MEDICAL RESIDENTS AND INTERNS. IN ADDITION TO TRAINING PHYSICIANS, SHC SUPPORTS THE TRAINING OF OTHER HEALTH PROFESSIONALS. IN FY16, SHC INVESTED NEARLY $7.6 MILLION ON THIS TRAINING. HOSPITAL DEPARTMENTS SUCH AS REHABILITATION SERVICES, NURSING AND CLINICAL LABS PROVIDED CLINICAL ROTATIONS FOR PHYSICAL THERAPY, RESPIRATORY THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, NURSING AND LABORATORY SCIENCE STUDENTS FROM LOCAL COLLEGES AND UNIVERSITIES. IN ADDITION, PHYSICIAN ASSISTANT STUDENTS ARE TRAINED BY SHC PHYSICIAN ASSISTANTS. SHC ALSO PROVIDES A TRAINING GROUND FOR PHARMACY RESIDENTS AND STUDENTS, RADIOLOGY AND NUCLEAR MEDICINE STUDENTS AND PSYCHOLOGY STUDENTS. THE COMMUNITY HEALTH ADVOCACY PROGRAM PROVIDES STANFORD UNDERGRADUATE STUDENTS WEEKLY COURSEWORK FOCUSED ON ADDRESSING THE STRUCTURAL DETERMINANTS OF HEALTH AND FIELD STUDY FOCUSED ON CAPACITY-BUILDING AT LOCAL HEALTH CLINICS AND NON-PROFIT ORGANIZATIONS. IN THE 2015-16 ACADEMIC YEAR, SEVEN STUDENTS DEDICATED 900 HOURS TO THE FOLLOWING SITES AND PROJECTS: SENIOR HEALTH (AVENIDAS), HEALTH CAREERS PROGRAM FOR MIDDLE SCHOOL CHILDREN (BOYS AND GIRLS CLUB), HEALTH EDUCATION FOR INTIMATE PARTNER VIOLENCE SURVIVORS (NEXT DOOR SOLUTIONS FOR DOMESTIC VIOLENCE & HOMEFIRST), AND MOBILE TECHNOLOGY MANAGEMENT OF DIABETES (SAMARITAN HOUSE). STUDENTS ENROLLED IN CLINICAL PASTORAL EDUCATION COME FROM A WIDE RANGE OF RELIGIOUS TRADITIONS, THE MAJORITY OF WHOM ARE PREPARING FOR A CAREER IN CHAPLAINCY OR SEEKING CONTINUING EDUCATION IN THE FIELD OF PASTORAL/SPIRITUAL CARE. UPON COMPLETION OF THE YEAR-LONG PROGRAM, MOST STUDENTS USE THEIR TRAINING AS CLERGY (PASTORS, PRIESTS, RABBIS, CHAPLAINS, ETC.) TO PROVIDE EFFECTIVE SPIRITUAL CARE TO INDIVIDUALS AND FAMILIES FACING HEALTH CHALLENGES AND OTHER HARDSHIPS SUCH AS DEATH, DYING AND BEREAVEMENT. THIS PROGRAM SERVED APPROXIMATELY 7,500 INDIVIDUALS IN FY 2016.
PART I, LINE 7G SUBSIDIZED HEALTH SERVICES STANFORD LIFE FLIGHT IS A STANFORD OPERATED HELICOPTER AIR MEDICAL AND CRITICAL CARE GROUND TRANSPORT PROGRAM AVAILABLE 365 DAYS/YEAR, 24 HOURS/DAY, SERVING NORTHERN CA IN THE TRANSPORT OF CRITICALLY ILL AND INJURED ADULT, PEDIATRIC, AND NEONATAL PATIENTS TO DEFINITIVE CARE, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. LIFE FLIGHT TRANSPORTS 73% OF THE PROGRAM'S FLIGHT VOLUME FROM PARTNER HOSPITALS TO STANFORD OR OTHER MAJOR MEDICAL CENTERS, AND THE REMAINING PATIENTS ARE TRANSPORTED DIRECTLY FROM ACCIDENT SCENES OR MEDICAL EMERGENCIES TO TRAUMA CENTERS OR SPECIALTY MEDICAL CENTERS (STROKE, BURNS, ETC.). IN FY 16, LIFE FLIGHT TRANSPORTED 416 ADULT AND PEDIATRIC PATIENTS TO STANFORD HOSPITAL, LUCILE PACKARD CHILDREN'S HOSPITAL, AND OTHER BAY AREA MAJOR MEDICAL CENTERS.
PART I, LINE 7I CASH AND IN-KIND CONTRIBUTIONS FOR COMMUNITY BENEFIT TOTALED $3,660,481 IN FY16.
PART II COMMUNITY EMERGENCY RESPONSE SHC PLAYS A KEY ROLE IN DISASTER PLANNING FOR THE COMMUNITY. THROUGH THE OFFICE OF EMERGENCY MANAGEMENT (OEM), SHC COLLABORATES WITH LOCAL MUNICIPALITIES, COUNTY GOVERNMENT, AND OTHER HOSPITALS TO COORDINATE PLANNING, MITIGATION, RESPONSE, AND RECOVERY ACTIVITIES FOR EVENTS THAT COULD ADVERSELY IMPACT THE COMMUNITY. THE GOAL OF THESE ACTIVITIES IS TO MINIMIZE THE IMPACT ON LIFE, PROPERTY, AND THE ENVIRONMENT FROM CATASTROPHIC EVENTS SUCH AS PANDEMIC FLU, EARTHQUAKES, AND OTHER DISASTERS. OEM WORKS WITH EMERGENCY MEDICAL SERVICES (EMS) IN BOTH SAN MATEO AND SANTA CLARA COUNTIES ON JOINT DISASTER EXERCISES, DISASTER PLANNING AND MITIGATION, AND BEST PRACTICES. OEM PROVIDES A CRITICAL SERVICE FOR SAN MATEO AND SANTA CLARA COUNTIES' EMS AND OTHER AGENCIES, AS WELL AS THE CENTERS FOR DISEASE CONTROL AND PREVENTION AND OTHER HOSPITALS BY MAINTAINING CACHES OF EMERGENCY MEDICAL EQUIPMENT AND SUPPLIES FOR READY ACCESS AND DEPLOYMENT IN THE CASE OF DISASTER OR EMERGENCIES. OEM PROVIDES REGULAR INVENTORY REVIEW AND 24/7 SECURITY TO ENSURE THAT THESE EMS SUPPLIES ARE SERVICE-READY AT ALL TIMES.
PART III, LINE 2 AND 4 THE PROVISION FOR DOUBTFUL ACCOUNTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL EXPERIENCE AND OTHER COLLECTION INDICATORS. THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE ANY MODIFICATIONS TO THE PROVISION FOR DOUBTFUL ACCOUNTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS.
PART III, LINE 8 SHC HAS BEEN UTILIZING A COST ACCOUNTING (EPSI) SYSTEM TO MONITOR ITS OPERATION COST. THE SYSTEM SEPARATES THE COST INTO 4 MAJOR CATEGORIES, VARIABLE DIRECT COST, FIXED DIRECT COST, VARIABLE INDIRECT COST AND FIXED INDIRECT COST. THE OVERHEAD COSTS ARE ALLOCATED TO THE REVENUE GENERATED PATIENT CARE COST CENTERS AND INDIVIDUAL PATIENT ACCOUNT BASED ON THE STEP DOWN METHODOLOGY AND VARIOUS STATISTICAL UNITS OF SERVICES. THE COST OF CHARGE RATIO (RCC) FOR MEDICARE PROGRAM IS DETERMINED BY THE TOTAL COST OF SHC DISCHARGED AND FINAL BILLED MEDICARE PATIENTS, INCLUDING ALL 4 COST CATEGORIES MENTIONED ABOVE AND DIVIDED BY THE TOTAL CORRESPONDING DISCHARGED AND FINAL BILLED MEDICARE CHARGES FOR FY 2016. THE AMOUNT OF THE COST FOR PART III, SECTION B LINE 6 IS DETERMINED BY APPLYING THE PAYER SPECIFIC RCC TO ALL CHARGES FOR MEDICARE RELATED PROGRAMS, INCLUDING TRADITIONAL MEDICARE PROGRAM AND MANAGED CARE SENIOR PROGRAMS RESPECTIVELY. SHC'S LARGEST COMMUNITY BENEFIT INVESTMENT IS IN IMPROVING ACCESS TO NEEDED HEALTHCARE SERVICES FOR VULNERABLE COMMUNITY MEMBERS. BENEFITS AND THE SERVICES ARE NOT ONLY PROVIDED TO THE POOR BUT TO THOSE WHO NEED SPECIAL SERVICES AND SUPPORT, WHICH INCLUDES MEDICARE BENEFICIARIES. THUS, TOTAL COMMUNITY BENEFIT EXPENSE INCLUDES UNCOMPENSATED COSTS OF PUBLIC PROGRAM FOR TREATING MEDICARE BENEFICIARIES IN EXCESS OF GOVERNMENT PAYMENTS.
PART III, LINE 9B IT IS THE POLICY OF SHC TO FOLLOW THE STANDARDS AND PRACTICES FOR COLLECTION OF PATIENT DEBT IN ACCORDANCE WITH THE REQUIREMENTS OF CALIFORNIA ASSEMBLY BILL 774. SHC HAS A VARIETY OF OPTIONS FOR PATIENTS FACING FINANCIAL HARDSHIP, INCLUDING UNINSURED DISCOUNTING, NO INTEREST PAYMENT ARRANGEMENTS, AND A CHARITY CARE PROGRAM. PATIENTS WHO APPLY FOR CHARITY CARE AND QUALIFY MAY RECEIVE UP TO 100% FINANCIAL ASSISTANCE. SHC WILL SUSPEND ANY AND ALL COLLECTION ACTIONS IF A COMPLETED FINANCIAL ASSISTANCE APPLICATION, INCLUDING ALL REQUISITE SUPPORTING DOCUMENTATION, IS RECEIVED. SHC DOES NOT ALLOW THEIR COLLECTION AGENCIES TO REPORT DEBT TO CREDIT BUREAUS, GARNISH WAGES, OR FILE LIENS ON PRIMARY RESIDENCES.
PART VI, LINE 2 NEEDS ASSESSMENT: COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) - PROCESS AND METHODS THE SANTA CLARA COUNTY COMMUNITY BENEFIT COALITION, WHICH INCLUDES EIGHT LOCAL NON-PROFIT HOSPITALS, SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT, UNITED WAY SILICON VALLEY AND OTHER PARTNERS, AND THE HEALTHY COMMUNITY COLLABORATIVE OF SAN MATEO COUNTY, A COALITION OF SEVEN LOCAL NON-PROFIT HOSPITALS, SAN MATEO COUNTY HEALTH SYSTEM AND OTHER PARTNERS (SEE ACKNOWLEDGEMENTS) BEGAN THE CHNA PROCESS IN 2015 (NEXT CHNA WILL BE COMPLETED IN 2019 IN ALIGNMENT WITH IRS FINAL RULES). THE GOAL WAS TO COLLECTIVELY GATHER COMMUNITY FEEDBACK, UNDERSTAND EXISTING DATA ABOUT HEALTH STATUS AND PRIORITIZE LOCAL HEALTH NEEDS IN EACH COUNTY. IN SAN MATEO AND SANTA CLARA COUNTIES, COMMUNITY INPUT WAS GATHERED DURING THE SPRING AND FALL OF 2015 THROUGH INTERVIEWS WITH LOCAL HEALTH EXPERTS, FOCUS GROUPS WITH COMMUNITY LEADERS AND REPRESENTATIVES, AND RESIDENT FOCUS GROUPS. SECONDARY DATA WAS OBTAINED FROM A VARIETY OF SOURCES. IN LATE 2015 THROUGH EARLY 2016, HEALTH NEEDS WERE IDENTIFIED BY SYNTHESIZING PRIMARY QUALITATIVE RESEARCH AND SECONDARY DATA, AND THEN FILTERING THOSE NEEDS AGAINST A SET OF CRITERIA. NEEDS WERE THEN REVIEWED AND PRIORITIZED BY COUNTYWIDE GROUPS CONSISTING OF MEMBERS OF THE COUNTY COALITIONS AND COMMUNITY LEADERS USING ANOTHER SET OF CRITERIA. THE COALITIONS THEN MET AGAIN TO IDENTIFY THE COMMUNITY RESOURCES AVAILABLE TO ADDRESS THE HEALTH NEEDS IDENTIFIED THROUGH THE CHNA PROCESS, INCLUDING HOSPITALS, CLINICS AND COMMUNITY-BASED PROGRAMS AND SERVICES.
PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SHC PROVIDES DEDICATED RESOURCES TO PATIENTS THAT APPLY FOR CHARITY CARE AND PROACTIVELY CONDUCTS OUTREACH TO PATIENTS TO INFORM THEM OF THE PROGRAM'S AVAILABILITY AND THEIR POTENTIAL ELIGIBILITY FOR ASSISTANCE. BROCHURES AND SIGNAGE ARE CONSPICUOUSLY DISPLAYED AT ALL CARE DELIVERY LOCATIONS WITH INSTRUCTION ON WHERE TO LOCATE ADDITIONAL INFORMATION ON ELIGIBILITY FOR FINANCIAL ASSISTANCE. FINANCIAL ASSISTANCE APPLICATIONS, AND INSTRUCTIONS ON HOW TO APPLY ARE ALSO AVAILABLE ON THE SHC WEBSITE, VIA MAIL, AND IN ALL SHC CARE DELIVERY LOCATIONS.
PART VI, LINE 4 COMMUNITY INFORMATION SHC IS A REGIONAL REFERRAL CENTER FOR AN ARRAY OF ADULT SPECIALTIES, DRAWING PATIENTS FROM THROUGHOUT CALIFORNIA, ACROSS THE COUNTRY, AND INTERNATIONALLY. HOWEVER, A MAJORITY OF SHC'S PATIENTS ARE RESIDENTS OF SAN MATEO AND SANTA CLARA COUNTIES. THEREFORE, FOR PURPOSES OF ITS COMMUNITY BENEFIT PROGRAM INITIATIVES, SHC HAS IDENTIFIED THESE TWO COUNTIES AS ITS TARGET COMMUNITY. SHC MAINTAINS A STRONG COMMITMENT TO THE HEALTH OF ITS COMMUNITY MEMBERS AND DEDICATES CONSIDERABLE RESOURCES TO SUPPORT ITS COMMUNITY PARTNERSHIP PROGRAM. SANTA CLARA COUNTY IN 2015, SANTA CLARA COUNTY HAD APPROXIMATELY 1.9 MILLION RESIDENTS WITH MORE THAN HALF OF THOSE INDIVIDUALS LIVING IN SAN JOSE. THE COUNTY POPULATION WAS 56 PERCENT WHITE, 36 PERCENT ASIAN, 27 PERCENT LATINO/HISPANIC AND 3 PERCENT AFRICAN-AMERICAN AND 0.5 PERCENT PACIFIC ISLANDER. FOREIGN-BORN INDIVIDUALS MAKE UP 37 PERCENT OF COUNTY RESIDENTS. THE LARGEST GROUPS ARE FROM MEXICO AND CHINA (27 PERCENT), FOLLOWED BY VIETNAM AND INDIA (22 PERCENT), AND THE PHILIPPINES (15 PERCENT). IN 2014, SANTA CLARA COUNTY'S MEDIAN INCOME WAS NEARLY $94,000; THE HIGHEST IN THE STATE. DESPITE THE HIGH MEDIAN INCOME LEVEL, 14 PERCENT OF THE COUNTY'S GENERAL POPULATION AND ONE IN TEN OF CHILDREN WERE LIVING BELOW 100% OF THE FEDERAL POVERTY LEVEL (FPL), WHICH FOR A FAMILY OF FOUR WAS $24,250 PER YEAR. UNFORTUNATELY, THE FPL DOES NOT TAKE INTO CONSIDERATION LOCAL CONDITIONS SUCH AS COST OF LIVING IN THE SAN FRANCISCO BAY AREA. AS SUCH, THE FAMILY ECONOMIC SELF-SUFFICIENCY STANDARD (FESSS) IS A BETTER ESTIMATE OF ECONOMIC STABILITY IN SANTA CLARA COUNTY. FESSS ESTIMATES THAT AN ANNUAL INCOME OF $90,750 IS NECESSARY FOR A FAMILY OF FOUR (TWO ADULTS AND TWO CHILDREN AGES 3-5) LIVING IN SCC TO MEET THEIR MOST BASIC EXPENSES. WHILE THE CALIFORNIA MINIMUM WAGE INCREASED TO $10 PER HOUR IN JANUARY 2016, THE FESSS ESTIMATE IS EQUIVALENT TO MORE THAN 4 FULL-TIME MINIMUM WAGE JOBS. BY 2030, ONE IN FOUR SANTA CLARA COUNTY RESIDENTS WILL BE OVER THE AGE OF 60. THE FASTEST GROWING SEGMENT OF THIS POPULATION IS 85 YEARS AND OLDER. THE INCREASE OF INDIVIDUALS OVER THE AGE OF 60 WILL HAVE A SIGNIFICANT IMPACT ON THE COUNTY'S ABILITY TO PROVIDE SERVICES TO MEET THE NEEDS OF THIS BURGEONING POPULATION. ADDITIONALLY, ACCORDING TO THE ELDER ECONOMIC SECURITY INDEX (ELDER INDEX), NEARLY HALF OF SCC OLDER ADULTS ARE ECONOMICALLY INSECURE, WITH INCOMES TOO LOW TO MEET THEIR BASIC NEEDS WITHOUT ADDITIONAL ASSISTANCE. 67 PERCENT OF LATINO SENIORS AND 76 PERCENT OF ASIAN SENIORS ARE LIVING IN IMPOVERISHED CONDITIONS, COMPARED WITH 32 PERCENT OF WHITE (NON-LATINO) SENIORS. ADDITIONALLY, FEMALE SENIORS AND SENIORS AGES 75 AND OLDER (ANY GENDER) ARE MORE LIKELY TO EXPERIENCE POVERTY COMPARED TO MALE SENIORS AND THOSE BETWEEN THE AGES OF 65 AND 74. THE MAJORITY OF THE 6,556 PEOPLE COUNTED IN THE 2015 SANTA CLARA COUNTY HOMELESS CENSUS WERE SINGLE INDIVIDUALS OVER THE AGE OF 25 YEARS (73 PERCENT). THIRTEEN PERCENT OF THIS POPULATION WAS UNACCOMPANIED CHILDREN AND TRANSITION-AGE YOUTH UNDER THE AGE OF 25 (CHILDREN AND YOUTH LIVING ON THEIR OWN WITHOUT THE PRESENCE OF A PARENT OR ADULT FAMILY MEMBER). THE SURVEY ALSO FOUND THAT 68 PERCENT OF THOSE INDIVIDUALS CITED INABILITY TO AFFORD RENT AS THE REASON FOR BEING UNSHELTERED AND MORE THAN HALF REPORTED THEY HAD NO WORK OR INCOME. IN COMPARISON TO THE GENERAL POPULATION OF SANTA CLARA COUNTY, A HIGHER PERCENTAGE OF SURVEY RESPONDENTS IDENTIFIED AS HISPANIC OR LATINO (38 PERCENT COMPARED TO 27 PERCENT). A MUCH HIGHER POPULATION OF SURVEY RESPONDENTS IDENTIFIED AS BLACK OR AFRICAN AMERICAN, 18 PERCENT COMPARED TO 3 PERCENT OF THE GENERAL POPULATION. ONLY THREE PERCENT OF HOMELESS RESPONDENTS IDENTIFIED AS ASIAN, COMPARED TO 35 PERCENT OF THE GENERAL POPULATION. SAN MATEO COUNTY SAN MATEO COUNTY (SMC), LOCATED ON THE SAN FRANCISCO PENINSULA, IS MADE UP OF 20 CITIES AND TOWNS. IN 2015, THE COUNTY'S POPULATION WAS ESTIMATED OVER 765,000 WITH 42 PERCENT WHITE, 25 PERCENT HISPANIC/LATINO, 28 PERCENT ASIAN, 3 PERCENT AFRICAN-AMERICAN AND 2 PERCENT NATIVE HAWAIIAN/PACIFIC ISLANDER. IN 2014, THE U.S. CENSUS BUREAU ESTIMATED THAT THE MEDIAN INCOME FOR SMC RESIDENTS WAS $91,421. WHILE THIS MEDIAN INCOME WAS THE THIRD HIGHEST IN CALIFORNIA, 8 PERCENT OF ALL OF SMC INDIVIDUALS LIVED BELOW THE FEDERAL POVERTY LINE (FPL), ONE IN TEN CHILDREN LIVED BELOW FPL, AND 27 PERCENT OF SMC FEMALE HEAD OF HOUSEHOLD FAMILIES WITH CHILDREN UNDER AGE 5 LIVE BELOW FPL. AS WITH SANTA CLARA COUNTY, THE FPL DOES NOT TAKE INTO CONSIDERATION LOCAL CONDITIONS WHEN SETTING FPL. AS SUCH THE FAMILY ECONOMIC SELF-SUFFICIENCY STANDARD (FESSS) IS ALSO A BETTER MEASURE OF POVERTY IN SAN MATEO COUNTY. ACCORDING TO THE 2014 FESSS, A SINGLE PARENT WITH TWO CHILDREN LIVING IN SMC MUST EARN APPROXIMATELY $97,200 ANNUALLY TO MEET THE FAMILY'S BASIC NEEDS; THE EQUIVALENT OF FIVE FULL-TIME MINIMUM-WAGE JOBS IN SMC. ACCORDING TO THE ELDER INDEX, OLDER ADULTS ARE THE FASTEST GROWING POPULATION SEGMENT IN SMC. BY 2040, IT IS EXPECTED THAT THE SENIOR POPULATION WILL NEARLY DOUBLE; GROWING FROM 11 PERCENT IN 2010 TO 21 PERCENT. OLDER ADULTS WILL ALSO EXPERIENCE A SHIFT IN RACIAL AND ETHNIC DIVERSITY IN THE COMING YEARS. THE PERCENTAGE OF WHITE OLDER ADULTS IS PROJECTED TO DECLINE FROM 66 PERCENT IN 2009 TO 48 PERCENT BY 2030, WHILE THE PERCENT OF ASIAN AND HISPANIC OLDER ADULTS WILL GROW BY 12 PERCENT AND 5 PERCENT DURING THAT SAME TIMEFRAME. AFRICAN AMERICANS ARE ESTIMATED TO EXPERIENCE A SMALL DECREASE OF APPROXIMATELY ONE PERCENT. ALSO, PER THE ELDER INDEX, 36 PERCENT OF SENIORS STRUGGLE TO COVER THEIR BASIC EXPENSES BECAUSE THEIR ANNUAL INCOME EXCEEDS FEDERAL POVERTY GUIDELINES AND; THEREFORE, THEY MAY NOT QUALIFY FOR PUBLIC ASSISTANCE PROGRAMS. ADDITIONALLY, OF THOSE WHO LIVE ALONE, 47 PERCENT OF SENIOR WOMEN AND 36 PERCENT OF SENIOR MEN AS WELL AS 30 PERCENT OF SENIOR COUPLES ARE ECONOMICALLY INSECURE.
PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH A MAJORITY OF SHC'S TRUSTEES ARE MEMBERS OF THE COMMUNITY SERVED BY THE HOSPITAL AND ARE NOT EMPLOYED BY THE HOSPITAL, NOR ARE THEY FAMILY MEMBERS OF PERSONS EMPLOYED BY THE HOSPITAL. SHC EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY IT SERVES WHO WISH TO JOIN THE STAFF, CONSISTENT WITH THE SIZE AND NATURE OF ITS FACILITIES. EXCESS RECEIPTS FROM SHC'S OPERATIONS ARE DEVOTED TO IMPROVEMENT OF ITS FACILITIES, DEBT SERVICE, MEDICAL TRAINING, AND RESEARCH. SHC HAS USED OPERATIONAL REVENUE TO UPDATE AND EXPAND ITS FACILITIES AND SERVICES, TO IMPROVE SYSTEMS TO ENHANCE QUALITY, TO FUND RESEARCH, AND FOR OTHER PURPOSES TO IMPROVE PATIENT CARE. INVESTMENTS IN VULNERABLE POPULATIONS SHC'S LARGEST COMMUNITY BENEFIT INVESTMENT WAS IN IMPROVING ACCESS TO HEALTH CARE FOR VULNERABLE COMMUNITY MEMBERS. IN FY 2016, SHC CONTRIBUTED NEARLY $281.5 MILLION, 78 PERCENT OF ITS COMMUNITY BENEFIT EXPENDITURES, TO ACTIVITIES SUPPORTING VULNERABLE POPULATIONS (EXCLUDING UNCOMPENSATED MEDICARE). SHC'S UNCOMPENSATED EXPENSE (COST LESS REIMBURSEMENT) FOR MEDI-CAL WAS OVER $257 MILLION. CHARITY CARE FOR UNINSURED AND UNDERINSURED PATIENTS TOTALED NEARLY $18 MILLION. ACTIVITIES FOR VULNERABLE POPULATIONS IN ADDITION TO THE INVESTMENTS IN CHARITY CARE AND UNCOMPENSATED MEDI-CAL, SHC'S CONTRIBUTION TO OTHER COMMUNITY BENEFIT ACTIVITIES FOR VULNERABLE POPULATIONS WAS $6.5 MILLION IN FY 2016. THESE ACTIVITIES PROVIDE ESSENTIAL SERVICES FOR THOSE MOST IN NEED IN OUR COMMUNITIES. SHC SUPPORTED SEVEN COMMUNITY CLINICS AND A TRANSITIONAL MEDICAL UNIT IN A HOMELESS SHELTER AS PART OF ITS IMPROVE ACCESS TO CARE HEALTH INITIATIVE. COMMUNITY PARTNERS INCLUDE CARDINAL FREE CLINICS (ARBOR AND PACIFIC), RAVENSWOOD FAMILY HEALTH CENTER, MAYVIEW COMMUNITY HEALTH CENTER, SAMARITAN HOUSE REDWOOD CITY FREE CLINIC, PENINSULA HEALTHCARE CONNECTION, ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT (AACI) HEALTH CENTER, AND THE MEDICAL RESPITE CENTER AT HOME FIRST'S BOCCARDO REGIONAL CENTER IN SAN JOSE. THE GOAL OF THIS INITIATIVE IS TO BUILD COMMUNITY CAPACITY TO DELIVER QUALITY PRIMARY AND PREVENTIVE HEALTH CARE. CARDINAL FREE CLINICS (CFC), LOCATED IN EAST MENLO PARK AND EAST SAN JOSE, PROVIDES QUALITY, FREE MEDICAL CARE TO LOW-INCOME UNINSURED POPULATIONS, WHILE OFFERING A HANDS-ON LEARNING ENVIRONMENT FOR STANFORD STUDENTS IN COMMUNITY HEALTH, CULTURALLY COMPETENT MEDICINE, AND LEADERSHIP DEVELOPMENT. IN FY 2016, SHC PROVIDED MORE THAN 2,700 FREE LAB AND PATHOLOGY TESTS, INCLUDING CHEMISTRY, HEMATOLOGY, MICROBIOLOGY AND VIROLOGY, AS WELL AS SCREENING FOR DISEASES SUCH AS HEPATITIS B. IN ADDITION TO THE LAB TESTS, SHC PROVIDED FUNDING TO SUPPORT THE CARDINAL FREE CLINICS' TECHNOLOGY INFRASTRUCTURE TO BUILD CAPACITY FOR SERVICES AND TO SUPPORT IMPROVED OPERATIONAL EFFICIENCIES AND PATIENT CARE. WITH EARLIER SHC FUNDING, CFC IMPLEMENTED AN ELECTRONIC MEDICAL RECORD (EMR) SYSTEM IN FY 2011 AND IN 2016 CONTINUED TO REFINE IT, AS WELL AS TO TRAIN STUDENT AND PHYSICIAN VOLUNTEERS ON THE NEW SYSTEM, WITH MORE THAN 175 VOLUNTEERS TRAINED. BUILDING ON THIS WORK, IN FY 2016, CFC WORKED TO MAINTAIN INTERNET CONNECTIVITY TO ENSURE ACCESS TO THE EMR SYSTEM. THE SYSTEM HAS FACILITATED AND ENHANCED LAB ORDERS, REFERRALS TO PRIMARY AND SPECIALTY CARE, CLINIC FLOW, AND CHARTING. THE EMR SYSTEM ALSO PROVIDES EASY ACCESS TO NECESSARY INFORMATION DURING THE WEEK WHEN THE CLINICS ARE NOT OPERATING. ARBOR FREE CLINIC, LOCATED IN MENLO PARK, PROVIDED 407 PATIENT VISITS TO 534 PATIENTS IN FY 2016. MOST OF ARBOR'S CLIENTS (93 PERCENT) ARE UNINSURED; 38 PERCENT ARE UNEMPLOYED; AND 34 PERCENT REQUIRE LANGUAGE INTERPRETATION SERVICES. THE CLINIC SERVES A DIVERSE POPULATION; PRIMARILY ASIAN/PACIFIC ISLANDER, HISPANIC AND WHITE. PACIFIC FREE CLINIC (PFC), LOCATED IN EAST SAN JOSE, PROVIDED 999 PATIENT VISITS TO 407 PATIENTS IN FY 2016. OVER 65% OF PFC PATIENTS ARE VIETNAMESE, AND THE REMAINING ARE MOSTLY LATINO OR OTHER ASIAN/PACIFIC ISLANDER PATIENTS. MOST PFC PATIENTS ARE 45-64 YEARS OLD AND HAVE AT LEAST ONE CHRONIC ILLNESS SUCH AS DIABETES, HYPERTENSION, DYSLIPIDEMIA, OR CHRONIC HEPATITIS B. RAVENSWOOD FAMILY HEALTH CENTER (RFHC) IS AN IMPORTANT COMMUNITY PARTNER. LOCATED IN EAST PALO ALTO, THE HEALTH CENTER PROVIDES PRIMARY CARE TO A DIVERSE, MULTI-ETHNIC, LOW-INCOME POPULATION. DURING SHC'S FISCAL YEAR 2016, RFHC PROVIDED 15,218 UNDUPLICATED LOW INCOME PATIENTS WITH 87,303 MEDICAL, DENTAL, OPTOMETRY, AND BEHAVIORAL HEALTH VISITS. RFHC'S POPULATION INCLUDED 914 UNDUPLICATED HOMELESS PATIENTS THROUGH 2,422 MEDICAL AND 649 DENTAL VISITS. RFHC COLLABORATES WITH SHC ON RESIDENCY EDUCATION FOR PEDIATRICS, CHILD AND ADULT PSYCHIATRY, CARE COORDINATION WITH RFHC PATIENTS WHO ARE SEEN IN THE ED AND/OR ARE HOSPITALIZED, AND DENTAL CARE FOR SPECIAL NEEDS CHILDREN. IN 2010, SHC ESTABLISHED A BRANCH OF THE STANFORD HEALTH LIBRARY AT RFHC TO SERVE THE EAST PALO ALTO COMMUNITY. IN ADDITION TO COMPUTERS, BOOKS AND A MYRIAD OF OTHER RESOURCES, THE LIBRARY HAS A BILINGUAL MEDICAL LIBRARIAN. THE LIBRARIAN NOT ONLY STAFFS THE LIBRARY BUT CONDUCTS RESEARCH ON CONDITION-SPECIFIC HEALTH TOPICS FOR RFHC PATIENTS AND STAFF, AS WELL AS FOR COMMUNITY MEMBERS. IN FY 2016, THE LIBRARIAN ASSISTED IN OVER 2300 INTERACTIONS WITH LIBRARY PATRONS. IN ITS PARTNERSHIP WITH MAYVIEW COMMUNITY HEALTH CENTER, SHC CONTINUED ITS FUNDING FOR INCREASED PROVIDER HOURS AND FOR THE QUALITY IMPROVEMENT OUTCOMES PROJECT FOR MAYVIEW PATIENTS WITH CHRONIC DISEASES, PARTICULARLY DIABETES. THE ADDITIONAL PROVIDER HOURS CONTRIBUTED TOWARD THE PROVISION OF 10,546 ENCOUNTER SERVICES FOR 2,571 PATIENTS AT MAYVIEW'S PALO ALTO CLINIC IN FY2016, AN INCREASE OF 7.4 PERCENT FROM FY2015 (2,393 PATIENTS). OF THE DIABETIC PATIENTS WHO WERE SEEN TWICE IN THE MEASUREMENT YEAR, 84% HAD BLOOD GLUCOSE LEVELS UNDER CONTROL (HBA1C<7). OVER 34 PERCENT OF MAYVIEW'S CLIENTS SEEN AT THIS CLINIC ARE UNINSURED, NEARLY 95 PERCENT ARE LOW-INCOME (BELOW 200 PERCENT OF THE FPL); 45 PERCENT ARE HISPANIC OR LATINO WHITE, 17 PERCENT ARE ASIAN/PACIFIC ISLANDER, AND 26 PERCENT ARE NON-HISPANIC WHITE. SHC COMMITTED MULTI-YEAR FUNDING FOR THE MEDICAL RESPITE PROGRAM (MRP). THE PROGRAM, LOCATED IN A MULTIPURPOSE HOMELESS FACILITY IN SAN JOSE, IS A 20-BED TRANSITIONAL UNIT FOR HOMELESS PATIENTS. IT PROVIDES A SAFE, SUPPORTIVE ENVIRONMENT WHERE HOMELESS PATIENTS CAN BE DISCHARGED FROM ACUTE CARE SETTINGS. THE CENTER PROVIDES SOCIAL SERVICES, SUCH AS HOUSING ASSISTANCE, HEALTH INSURANCE ENROLLMENT ASSISTANCE, FOOD AND CLOTHING, AND JOB TRAINING, IN ADDITION TO CONTINUED MEDICAL CARE. IN FY 2016, 447 HOMELESS PATIENTS WERE REFERRED TO THE MRP. OF THOSE 447, 256 WERE ACCEPTED. THE MOST FREQUENT REASON FOR NOT ACCEPTING PATIENTS WAS "ACUITY TOO HIGH (PATIENT TOO SICK)." A TOTAL OF 118 PATIENTS COMPLETED THE PROGRAM. OF THOSE PATIENTS, 92% WERE ENROLLED IN A MEDICAL HOME, 98% WERE ENROLLED IN SOME TYPE OF HEALTHCARE COVERAGE UPON DISCHARGE, AND 71% WERE PLACED IN SOME TYPE OF HOUSING. IN FY 2016 SHC CONTINUED ITS SUPPORT OF SAMARITAN HOUSE FREE CLINIC OF REDWOOD CITY. THE CLINIC PROVIDED OVER 5,200 PATIENT VISITS SERVING NEARLY 1,000 UNDUPLICATED CLIENTS IN FISCAL YEAR 2016. THE PATIENT POPULATION IS LARGELY HISPANIC (92 PERCENT) AND 99 PERCENT ARE UNINSURED. THE PATIENTS SERVED HAVE VERY LOW INCOMES, FACE LANGUAGE AND CULTURAL BARRIERS, AND ARE LIKELY TO SUFFER FROM MULTIPLE CHRONIC CONDITIONS DUE TO LACK OF PREVENTIVE CARE. ALL MEDICAL PROVIDERS AT THE CLINIC DONATE THEIR TIME AND EXPERTISE PROVIDING SERVICES SUCH AS PRIMARY CARE, DENTISTRY, GYNECOLOGY, BREAST CANCER SCREENINGS, DERMATOLOGY, DIABETIC CARE, ENDOCRINOLOGY, INTERNAL MEDICINE, NEUROLOGY, NEPHROLOGY, ORTHOPEDICS, OPHTHALMOLOGY, OPTOMETRY, PODIATRY, PULMONOLOGY, NUTRITIONAL COUNSELING AND RHEUMATOLOGY. PENINSULA HEALTHCARE CONNECTION (PHC). PENINSULA HEALTHCARE CONNECTION (PHC) IS A NONPROFIT ORGANIZATION THAT PROVIDES COMPREHENSIVE HEALTH, MENTAL HEALTH AND CASE MANAGEMENT SERVICES TO HOMELESS AND LOW-INCOME COMMUNITY MEMBERS, FREE OF CHARGE, AT THEIR STATE LICENSED MEDICAL CLINIC IN PALO ALTO. PHC IS THE ONLY PROVIDER IN NORTHERN SANTA CLARA COUNTY FOCUSED ON HEALTH SERVICES FOR INDIVIDUALS EXPERIENCING HOMELESSNESS. THE GOAL OF PHC IS TO PROMOTE THE OVERALL HEALTH AND WELLNESS OF OUR PATIENTS AND TO PROVIDE ADVOCACY FOR COMMUNITY MEMBERS WHO ARE HOMELESS OR AT RISK OF BECOMING HOMELESS. PHC PROVIDED OVER 1800 MEDICAL AND PSYCHIATRIC VISITS TO OUR PATIENTS IN 2016. THE CLINIC SERVES A DIVERSE POPULATION: 24 PERCENT ARE AFRICAN-AMERICAN, 13 PERCENT ARE ASIAN/PACIFIC ISLANDER, 15 PERCENT ARE HISPANIC, 44 PERCENT ARE WHITE, 4 PERCENT ARE "OTHERTHE MAJORITY OF PATIENTS (65 PERCENT) ARE HOMELESS. ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT (AACI) PROVIDES UNDERSERVED INDIVIDUALS AND FAMILIES IN SANTA CLARA COUNTY WITH CULTURALLY COMPETENT HIGH QUALITY HEALTH, MENTAL HEALTH AND WELLNESS PROGRAMS AND SERVICES. AACI SERVES PREDOMINANTLY LOW-INCOME, FIRST-GENERATION IMMIGRANT, AND LI
PART VI, LINE 5 (CONTINUED) SHC'S EMERGENCY DEPARTMENT REGISTRATION UNIT PARTNERED WITH THE COUNTIES OF SAN MATEO AND SANTA CLARA IN A PROGRAM DESIGNED TO LINK UNINSURED PEDIATRIC PATIENTS TREATED IN THE EMERGENCY DEPARTMENT WITH ASSISTANCE PROGRAMS SUCH AS MEDI-CAL, HEALTHY FAMILIES AND HEALTHY KIDS. THIS PROGRAM RESULTED FROM STUDIES BY EWEN WANG, MD, ASSOCIATE DIRECTOR OF PEDIATRIC EMERGENCY MEDICINE, STANFORD SCHOOL OF MEDICINE, WHICH SHOWED THAT UNINSURED CHILDREN ARE LESS LIKELY TO RECEIVE ROUTINE CARE DUE TO THE FEAR OF FINANCIAL HARDSHIP ON THEIR FAMILIES. IN FY 2016, A TOTAL OF 361 REFERRALS WERE MADE TO COUNTY STAFF. OF THOSE REFERRALS, 128 CHILDREN WERE ENROLLED IN SOME TYPE OF HEALTH INSURANCE PROGRAM. SHC ALSO ASSISTED UNINSURED, LOW-INCOME PATIENTS IN RESEARCHING THEIR HEALTHCARE OPTIONS. SERVICES PROVIDED BY HEALTH ADVOCATES AND DIVERSIFIED HEALTH RESOURCES, AT NO COST TO THE CLIENT, INCLUDED HELPING INDIVIDUALS RESEARCH ELIGIBILITY REQUIREMENTS, IDENTIFY APPROPRIATE HEALTH INSURANCE PROGRAMS, COMPLETE APPLICATIONS, COMPILE REQUIRED DOCUMENTATION, AND FOLLOW UP WITH COUNTY CASE MANAGERS. FOR INDIVIDUALS ELIGIBLE FOR THE VARIOUS PROGRAMS, THIS SERVICE ASSISTS PATIENTS IN OBTAINING COVERAGE FOR MEDICAL NECESSITIES SUCH AS HOSPITAL CARE, PRESCRIPTION DRUGS, AND HOME HEALTH CARE. IN CASES WHERE A PATIENT IS DISCHARGED BUT HAS LIMITED OR NO ABILITY TO PAY FOR NECESSARY MEDICAL ITEMS AND CERTAIN NON-MEDICAL SERVICES, DEPARTMENTS SUCH AS THE SOCIAL WORK AND CASE MANAGEMENT DEPARTMENT PROVIDED FUNDING TO DEFRAY THE COSTS. MEDICAL EQUIPMENT, TRANSPORTATION, TEMPORARY HOUSING, MEDICATIONS AND MEAL ASSISTANCE, AMONG OTHER ITEMS AND SERVICES, ARE FUNDED AND /OR COORDINATED BY THESE HOSPITAL DEPARTMENTS. MINORITY POPULATIONS AN IMPORTANT GOAL OF SHC'S COMMUNITY BENEFIT PROGRAM IS TO REDUCE CANCER HEALTH DISPARITIES. IT IS A GOAL SHC SHARES WITH THE STANFORD CANCER INSTITUTE. IN FY 2016, SHC FUNDED THE FOLLOWING PROJECTS THAT PROVIDED ACCESS TO COMMUNITY-APPROPRIATE CANCER EDUCATION AND SUPPORTIVE SERVICES FOR MINORITIES, WOMEN, AND UNDERSERVED POPULATIONS: -ST. JAMES COMMUNITY FOUNDATION: CULTURALLY COMPETENT, HANDS-ON EDUCATION REGARDING PREPARING HEALTHY FOODS FOR AT-RISK COMMUNITIES, PRIMARILY AFRICAN-AMERICAN, HISPANIC AND PACIFIC ISLANDER -LATINAS CONTRA CANCER: PSYCHOSOCIAL SUPPORT FOR SPANISH-SPEAKING CANCER PATIENTS -HEP B FREE SANTA CLARA: CANCER EDUCATION AND HEPATITIS B SCREENING EDUCATION AND PROMOTION FOR THE CHINESE AND VIETNAMESE COMMUNITIES OF SANTA CLARA COUNTY THE STANFORD MEDICAL YOUTH SCIENCE PROGRAM IS A FIVE-WEEK SCIENCE- AND MEDICINE-BASED ENRICHMENT PROGRAM THAT TAKES PLACE ANNUALLY AND IS OPEN TO LOW-INCOME AND ETHNICALLY DIVERSE HIGH SCHOOL SOPHOMORES AND JUNIORS. THE GOAL OF THE PROGRAM IS TO PROMOTE THE REPRESENTATION OF ETHNIC MINORITY AND LOW-INCOME GROUPS IN THE HEALTH PROFESSIONS. SHC STAFF MENTOR STUDENTS IN A VARIETY OF DEPARTMENTS, INCLUDING ORTHOPEDICS, PHARMACY, LIFE FLIGHT, PHYSICAL THERAPY, EMERGENCY AND OTHERS MENTOR THE STUDENTS. OLDER ADULTS ACCORDING TO ONE REPORT, NEARLY ONE IN FOUR SAN MATEO COUNTY RESIDENTS WILL BE OVER THE AGE OF 65 BY 2030. THE SITUATION IS MUCH THE SAME IN SANTA CLARA COUNTY. BY 2030, MORE THAN ONE IN FOUR COUNTY RESIDENTS WILL BE AGE 60 OR OLDER. SHC PREPARED FOR THIS DEMOGRAPHIC SHIFT BY EXPANDING ITS AGING ADULT SERVICES PROGRAM (AAS) AND OFFERING COMPONENTS OF THAT PROGRAM TO THE COMMUNITY. STANFORD HOME TECHNOLOGY LIFELINE, A PROGRAM OF AAS, IS AN IN-HOME MEDICAL ALERT SERVICE THAT HELPS OLDER ADULTS REMAIN INDEPENDENT BY PROVIDING AN EASY WAY TO SUMMON HELP IN AN EMERGENCY. STANFORD LIFELINE IS ONE OF THE FEW EMERGENCY RESPONSE SERVICES THAT OFFER REDUCED OR SUBSIDIZED RATES TO THOSE IN NEED. IN FY16, 400 FREE OR REDUCED-COST LIFELINE SUBSCRIPTIONS WERE PROVIDED TO LOW-INCOME OLDER ADULTS. SHC'S 2016 COMMUNITY BENEFIT PLAN FOCUSES ON THREE HEALTH INITIATIVES: IMPROVE THE HEALTH AND WELL-BEING OF OLDER ADULTS, IMPROVE ACCESS TO CARE, AND REDUCE CANCER HEALTH DISPARITIES. IN SUPPORT OF THE FIRST INITIATIVE, SHC IMPLEMENTED FIVE EVIDENCE-BASED PROGRAMS, FREE OF CHARGE, AT LOCAL SENIOR CENTERS AND IN LOW-INCOME COMMUNITIES. THOSE PROGRAMS ARE STRONG FOR LIFE, FAREWELL TO FALLS, MATTER OF BALANCE, STEPPING ON, AND CHRONIC DISEASE SELF-MANAGEMENT. AAS'S STRONG FOR LIFE IS A GROUP EXERCISE PROGRAM WHOSE GOALS ARE TO HELP OLDER ADULTS INCREASE STRENGTH, BALANCE AND MOBILITY, AND REDUCE ISOLATION. IN FY 2016, THIS PROGRAM SERVED MORE THAN 195 INDIVIDUALS AT EIGHT SENIOR CENTERS. OF THE EIGHT SENIOR CENTERS, FIVE SERVE PRIMARILY LOW-INCOME OLDER ADULTS. AAS ALSO PROVIDES A PROGRAM CALLED CHRONIC DISEASE SELF-MANAGEMENT, A BEHAVIORALLY ORIENTED PROGRAM THAT TEACHES OLDER ADULTS HOW TO MANAGE THEIR CHRONIC CONDITIONS. PARTICIPANTS LEARN TO DO APPROPRIATE EXERCISES, EAT BETTER, MANAGE STRESS AND PAIN, MANAGE THEIR MEDICATIONS, AND BETTER COMMUNICATE WITH THEIR FAMILIES AND HEALTH CARE PROVIDERS. SHC CONDUCTED THREE, SIX-WEEK WORKSHOPS IN FY 2016. SHC'S TRAUMA SERVICES COMMUNITY OUTREACH AND INJURY PREVENTION STAFF CONTINUED TO OFFER FAREWELL TO FALLS, A BEST-PRACTICE FALL PREVENTION PROGRAM, TO RESIDENTS IN SAN MATEO AND SANTA CLARA COUNTIES. OCCUPATIONAL THERAPISTS PROVIDE HOME VISITS AND REVIEW MULTIPLE RISK FACTORS FOR FALLS. ADDITIONALLY, REGULAR FOLLOW-UP PHONE CALLS ENCOURAGE COMPLIANCE WITH EXERCISE AND OTHER RECOMMENDATIONS. ONE YEAR AFTER THE INITIAL HOME VISIT, THERAPISTS EVALUATE PARTICIPANTS' PROGRESS. THE PROGRAM ENROLLED 314 OLDER ADULTS INTO THE PROGRAM IN FY 2016. SHC'S TRAUMA SERVICES COMMUNITY OUTREACH AND INJURY PREVENTION STAFF PROVIDED SEVERAL NO-COST, EVIDENCE-BASED PROGRAMS TO HELP OLDER ADULTS IN SAN MATEO AND SANTA CLARA. IN FY 2016, FOUR SEVEN-SESSION STEPPING ON PROGRAMS WERE PROVIDED IN SANTA CLARA COUNTY. THE GOAL OF THIS PROGRAM IS TO EMPOWER OLDER ADULTS TO CHANGE BEHAVIORS THAT CAN HELP REDUCE THE RISK OF FALLING. PARTICIPANTS WORK WITH A PHYSICAL THERAPIST ON STRENGTH AND BALANCE EXERCISES, HEAR LECTURES FROM A PHARMACIST AND VISION SPECIALIST, AND PARTICIPATE IN DISCUSSIONS FACILITATED BY AN OCCUPATIONAL THERAPIST. OVER 67 OLDER ADULTS PARTICIPATED AT SIX SITES AND COMPLETED THE STEPPING ON PROGRAM. MATTER OF BALANCE, ANOTHER FREE, EVIDENCE-BASED PROGRAM, IS ALSO PROVIDED BY TRAUMA SERVICES. STAFF WORK WITH OLDER ADULTS IN A GROUP SETTING TO HELP REDUCE THE FEAR OF FALLING. IN EIGHT, TWO-HOUR SESSIONS, PARTICIPANTS LEARN TO VIEW FALLS AS CONTROLLABLE, SET GOALS FOR INCREASING ACTIVITY, LEARN TIPS TO MAKE HOME MODIFICATIONS, AND PRACTICE EXERCISES TO INCREASE STRENGTH AND BALANCE. LAY LEADERS COACH THE SESSIONS, SUPERVISED AND MENTORED BY AN OCCUPATIONAL THERAPIST. TRAUMA SERVICES PROVIDED 13 EIGHT-SESSION MOB CLASSES IN FY 2016 AT SITES IN MENLO PARK, MOUNTAIN VIEW, SUNNYVALE AND BELMONT, REDWOOD CITY, AND SAN CARLOS. IN ADDITION TO THOSE PARTICIPATING IN IN-HOME AND CENTER-BASED FALL PREVENTION PROGRAMS, AN ESTIMATED 1442 OLDER ADULTS WERE REACHED THROUGH EDUCATIONAL PRESENTATIONS AND HEALTH FAIRS BY TRAUMA SERVICES COMMUNITY OUTREACH AND INJURY PREVENTION STAFF. SHC ALSO SUPPORTS THE WORK OF TWO COUNTYWIDE COLLABORATIVES ENGAGED IN IMPROVING THE HEALTH AND WELL-BEING OF OLDER ADULTS WITH FALL PREVENTION EDUCATION: THE SAN MATEO COUNTY FALL PREVENTION TASK FORCE AND THE SANTA CLARA COUNTY FALL PREVENTION TASK FORCE. CONCERNED WITH THE GROWING INCIDENCE OF FALLS AMONG OLDER ADULTS IN SAN MATEO COUNTY, A TASK FORCE OF 50 ORGANIZATIONS REPRESENTING COMMUNITY PROVIDER AGENCIES, HOSPITALS, NONPROFIT ORGANIZATIONS, SENIOR CENTERS AND PRIVATE SERVICE PROVIDERS CAME TOGETHER TO FORM THE SAN MATEO COUNTY FALL PREVENTION TASK FORCE. THE MISSION OF THIS GROUP IS TO DECREASE FALLS AMONG OLDER ADULTS THROUGH ADVOCACY, RESOURCE DEVELOPMENT, AND COMMUNITY EDUCATION. SHC SUPPORTS THE WORK OF THE TASK FORCE WITH STAFF REPRESENTATION AND GRANT FUNDING. THIS PAST YEAR'S ACTIVITIES HAVE INCLUDED CONDUCTING NEEDS ASSESSMENTS WITH MEDICAL PROVIDERS AND HOME-BOUND OLDER ADULTS THROUGH MEALS ON WHEELS AS WELL AS FOCUS GROUPS IN ENGLISH, SPANISH AND CHINESE WITH COMMUNITY-DWELLING OLDER ADULTS. AS A FOUNDING MEMBER OF THE FALLS PREVENTION TASK FORCE IN SANTA CLARA COUNTY, SHC WORKS IN COLLABORATION WITH THE SILICON VALLEY HEALTHY AGING PARTNERSHIP, SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT, EMERGENCY MEDICAL SYSTEM, VALLEY MEDICAL CENTER, THE HEALTH TRUST, AND SAN JOS STATE UNIVERSITY TO REDUCE THE RISKS OF FALLS FOR SANTA CLARA COUNTY'S OLDER ADULTS THROUGH ADVOCACY, RESOURCE DEVELOPMENT, AND COMMUNITY AND PROVIDER EDUCATION. FY 2016 ACTIVITIES INCLUDED THE DEVELOPMENT OF A STRATEGIC PLAN, WHICH DIRECTS FUTURE EFFORTS TO OUTREACH TO MEDICAL PROVIDERS AND EXPANDED COMMUNITY OUTREACH DURING FALL PREVENTION AWARENESS MONTH EACH SEPTEMBER.
HEALTH RESEARCH, EDUCATION AND TRAINING HEALTH PROFESSIONS EDUCATION RESEARCH, EDUCATION AND TRAINING ARE CORE TO SHC'S MISSION. SHC IS THE SETTING FOR TRAINING MEDICAL STUDENTS, RESIDENTS AND FELLOWS FROM THE STANFORD SCHOOL OF MEDICINE AND, AS SUCH, MAKES A SIGNIFICANT CONTRIBUTION TO TRAINING THE NEXT GENERATION OF HEALTHCARE PROVIDERS. IN FY16, SHC CONTRIBUTED $ 76,393,241 TO SUPPORT HEALTH RESEARCH, EDUCATION AND TRAINING. OF THIS AMOUNT, OVER $68 MILLION WAS SPENT TO TRAIN MEDICAL RESIDENTS AND INTERNS. IN ADDITION TO TRAINING PHYSICIANS, SHC SUPPORTS THE TRAINING OF OTHER HEALTH PROFESSIONALS. IN FY16, SHC INVESTED MORE THAN $7.6 MILLION ON THIS TRAINING. HOSPITAL DEPARTMENTS SUCH AS REHABILITATION SERVICES, NURSING AND CLINICAL LABS PROVIDED CLINICAL ROTATIONS FOR PHYSICAL THERAPY, RESPIRATORY THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, NURSING AND LABORATORY SCIENCE STUDENTS FROM LOCAL COLLEGES AND UNIVERSITIES. IN ADDITION, PHYSICIAN ASSISTANT STUDENTS ARE TRAINED BY SHC PHYSICIAN ASSISTANTS. SHC ALSO PROVIDES A TRAINING GROUND FOR PHARMACY RESIDENTS AND STUDENTS, RADIOLOGY AND NUCLEAR MEDICINE STUDENTS AND PSYCHOLOGY STUDENTS. BENEFITS FOR VULNERABLE POPULATIONS* $ 281,454,441 MEDICARE (UNCOMPENSATED EXPENSE) $ 512,219,096 BENEFITS FOR THE LARGER COMMUNITY $ 4,148,779 HEALTH RESEARCH, EDUCATION AND TRAINING $ 76,393,241 TOTAL EXCLUDING UNCOMPENSATED EXPENSE OF MEDICARE $ 361,996,461 TOTAL INCLUDING UNCOMPENSATED EXPENSE OF MEDICARE $ 874,215,557 * INCLUDES UNCOMPENSATED COST OF MEDI-CAL, CHARITY CARE, AND SHC COMMUNITY BENEFIT PROGRAMS WHOSE TARGET AUDIENCE IS CATEGORY 1: BENEFITS FOR VULNERABLE POPULATIONS, AND EXCLUDES THE NON-REIMBURSED COST OF MEDICARE.
PART VI, LINE 6 IN MAY 2015, THE HOSPITAL COMMITTEE FOR THE LIVERMORE-PLEASANTON AREAS (VCHS) BECAME AN AFFILIATE OF STANFORD HEALTH CARE (SHC). VCHS PARTNERS WITH SHC TO SERVE THE EAST BAY'S TRI-VALLEY REGION OF LIVERMORE, DUBLIN AND PLEASANTON. VCHS'S FACILITIES IN LIVERMORE, DUBLIN AND PLEASANTON INCLUDE VALLEY MEDICAL CENTER, EMERGENCY SERVICES AND TWO URGENT CARE CENTERS. VCHS ALLOWS SHC TO EXPAND ITS PRESENCE IN THE CRITICAL TRI-VALLEY AREA BY PARTNERING WITH A HIGH QUALITY, HIGH VALUE COMMUNITY HOSPITAL. VCHS WILL PARTICIPATE IN ALL THREE OF SHC'S MISSIONS BY PROVIDING SHC'S LEADING EDGE CLINICAL CARE IN THE VCHS COMMUNITY, TRAINING FUTURE MEDICAL LEADERS THROUGH RESIDENCY ROTATIONS AND OTHER ACADEMIC PURSUITS, AND PROVIDING THE TRI-VALLEY AREA INCREASED ACCESS TO CLINICAL TRIALS FOR LIFE-SAVING TREATMENTS. IN ADDITION, SHC'S GROWING EXPERTISE IN POPULATION AND PRECISION HEALTH WILL BE LEVERAGED TO SERVE THIS COMMUNITY.
PART VI, LINE 7 ALL STATES IN WHICH ORGANIZATION FILES A COMMUNITY BENEFIT REPORT: CALIFORNIA
Schedule H (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," 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
STANFORD HEALTH CARE
 
Employer identification number
94-6174066
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to 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) HEALTHCARE FOUNDATION
1215 K ST STE 730
SACREMENTO,CA95814
86-1174825 501(C)(3) 80,000       MEDICAL RESPITE PRGM
(2) MAYVIEW COMMUNITY HEALTH CNTR
270 GRANT AVE
PALO ALTO,CA94306
94-2239648 501(c)(3) 70,000       SUPPORT COMMUNITY CLINIC
(3) ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT
2400 MOORPARK AVE
SAN JOSE,CA95128
94-2292491 501(c)(3) 27,000       SUPPORT COMMUNITY CLINIC
(4) VMC FOUNDATION
2400 MOORPARK 207
SAN JOSE,CA95128
77-0187890 501(C)(3) 7,500       INFECTIOUS DISEASE SUPPORT
(5) LATINAS CONTRA CANCER
255 NO MARKET ST
SAN JOSE,CA95110
56-2412069 501(C)(3) 7,500       CANCER SUPPORT/EDUCATION
(6) ST JAMES COMMUNITY FOUNDATION
PO BOX 995
SAN MATEO,CA94403
46-3224440 501(c)(3) 7,500       CANCER SUPPORT/EDUCATION
(7) PENINSULA HEALTHCARE CONNECTION
33 ENCINA AVE 103
PALO ALTO,CA94301
20-2886131 501(C)(3) 25,000       HEALTHCARE FOR HOMELESS
(8) SOUTH COUNTY COMMUNITY HEALTH CENTER
1885 BAY ROAD
EAST PALO ALTO,CA94303
94-3372130 501(C)(3) 77,500       SUPPORT COMMUNITY CLINIC
(9) SAMARITAN HOUSE
4301 PACIFIC BLVD
SAN MATEO,CA94403
23-7416272 501(C)(3) 75,000       SUPPORT COMMUNITY CLINIC
(10) BOARD OF TRUSTEES STANFORD UNIVERSITY
3145 PORTER DR
PALO ALTO,CA94304
94-1156365 501(C)(3) 57,000       HEALTH ADVOCACY/ CARDINAL FREE CLINICS
(11) INDIA COMMUNITY CENTER
525 LOS COCHES STREET
MILPITAS,CA95035
52-2351119 501(C)(3) 7,500       SUPPORT COMMUNITY CLINIC
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
11
3
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

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
PROCEDURES FOR MONITORING USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 WHEN A GRANT IS APPROVED, SOMEONE WITH SIGNATURE AUTHORITY FROM THE GRANTEE ORGANIZATION SIGNS THE GRANT AGREEMENT, WHICH INCLUDES A RECEIPT OF FUNDS STATEMENT (WHEN AND HOW MUCH WAS RECEIVED) AND THE PURPOSE FOR WHICH THE FUNDS MUST BE USED. A GRANTS MANAGER MAINTAINS CONTACT THROUGHOUT THE GRANT PERIOD FOR USE OF FUNDS AND PROGRESS ON STATED GOALS AND OBJECTIVES. AT THE END OF THE GRANT PERIOD, FINAL GRANT REPORTS ARE REVIEWED BY THE GRANT MANAGER. COPIES OF ALL DOCUMENTS ARE KEPT IN HARD FILES AND ELECTRONICALLY BY THE GOVERNMENT AND COMMUNITY RELATIONS DEPARTMENT.
Schedule I (Form 990) 2015



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" 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
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
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:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
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 ............
7
Yes
 
8
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 .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

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
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1CHRISTOPHER DAWESDIRECTOR (i)

(ii)
0
-------------
920,060
0
-------------
483,212
0
-------------
204,584
0
-------------
436,532
0
-------------
36,981
0
-------------
2,081,369
0
-------------
0
2ROBERT HARRINGTONDIRECTOR (SEE SCHEDULE O) (i)

(ii)
0
-------------
514,042
0
-------------
343,440
0
-------------
23,777
0
-------------
18,550
0
-------------
36,285
0
-------------
936,094
0
-------------
0
3LLOYD B MINOR MDDIRECTOR (i)

(ii)
0
-------------
1,385,420
0
-------------
200,000
0
-------------
131,255
0
-------------
308,873
0
-------------
37,682
0
-------------
2,063,230
0
-------------
0
4NORMAN RIZK MDDIRECTOR (i)

(ii)
0
-------------
398,133
0
-------------
579,030
0
-------------
371
0
-------------
26,500
0
-------------
19,015
0
-------------
1,023,049
0
-------------
0
5AMIR DAN RUBINDIRECTOR/CEO (SEE SCHEDULE O) (i)

(ii)
1,830,198
-------------
0
1,162,531
-------------
0
336,428
-------------
0
329,395
-------------
0
40,355
-------------
0
3,698,907
-------------
0
283,726
-------------
0
6MARK WELTON MDDIRECTOR (i)

(ii)
0
-------------
295,762
0
-------------
293,754
0
-------------
0
0
-------------
26,500
0
-------------
47,598
0
-------------
663,614
0
-------------
0
7DAVID J CONNORINTERIM CFO (i)

(ii)
337,506
-------------
0
102,054
-------------
0
75,577
-------------
0
24,622
-------------
0
19,583
-------------
0
559,342
-------------
0
0
-------------
0
8JAMES HEREFORDCOO (i)

(ii)
721,882
-------------
0
330,951
-------------
0
133,832
-------------
0
114,691
-------------
0
32,584
-------------
0
1,333,940
-------------
0
76,114
-------------
0
9DANIEL MORISSETTECFO (i)

(ii)
781,622
-------------
0
469,308
-------------
0
124,316
-------------
0
23,850
-------------
0
39,631
-------------
0
1,438,727
-------------
0
0
-------------
0
10DOUGLAS GUNDERSONVP - OPS DIAG & TREAT SVCS (i)

(ii)
411,405
-------------
0
114,126
-------------
0
42,909
-------------
0
64,769
-------------
0
29,771
-------------
0
662,980
-------------
0
33,017
-------------
0
11NANCY LEECNO & VP PATIENT CARE SRVCS (i)

(ii)
392,860
-------------
0
110,831
-------------
0
61,033
-------------
0
26,500
-------------
0
41,859
-------------
0
633,083
-------------
0
0
-------------
0
12PRAVENE NATHCHIEF MED INFO OFFICER (i)

(ii)
473,227
-------------
0
147,626
-------------
0
167,504
-------------
0
23,850
-------------
0
11,658
-------------
0
823,865
-------------
0
84,663
-------------
0
13MARK TORTORICHVP DESIGN, PLAN, CONSTRUCTION (i)

(ii)
307,169
-------------
0
93,373
-------------
0
65,045
-------------
0
24,663
-------------
0
31,438
-------------
0
521,688
-------------
0
0
-------------
0
14SHIRLEY WEBERVP CLINICAL OPERATIONS (i)

(ii)
284,415
-------------
0
56,450
-------------
0
2,869
-------------
0
23,850
-------------
0
25,112
-------------
0
392,696
-------------
0
0
-------------
0
15BENJI M LOANZONSHC VP-CONTROLLER, SHC VC CFO (i)

(ii)
335,737
-------------
0
175,557
-------------
0
69,532
-------------
0
23,905
-------------
0
26,559
-------------
0
631,290
-------------
0
0
-------------
0
16BRUCE HARRISONVP NETWORK DEV. (i)

(ii)
508,587
-------------
0
126,158
-------------
0
89,110
-------------
0
81,765
-------------
0
42,090
-------------
0
847,710
-------------
0
49,707
-------------
0
17SRIDHAR SESHADRIVP CANCER CTR & PROCESS EXLCE (i)

(ii)
396,157
-------------
0
108,636
-------------
0
78,063
-------------
0
26,500
-------------
0
40,277
-------------
0
649,633
-------------
0
0
-------------
0
18JENNIFER VARGASVP BUS DEVELOPMENT (i)

(ii)
541,186
-------------
0
166,864
-------------
0
98,039
-------------
0
23,850
-------------
0
39,797
-------------
0
869,736
-------------
0
0
-------------
0
19JASON ROOSVP & CHIEF TECHNOLOGY OFFICER (i)

(ii)
273,556
-------------
0
55,238
-------------
0
316,227
-------------
0
23,850
-------------
0
24,178
-------------
0
693,049
-------------
0
0
-------------
0
20JERROLD MAKIVP CLINICAL SVS (i)

(ii)
308,137
-------------
0
92,682
-------------
0
69,312
-------------
0
25,887
-------------
0
29,612
-------------
0
525,630
-------------
0
0
-------------
0
Schedule J (Form 990) 2015

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 HOUSING ALLOWANCE 3 OFFICERS AND 2 HIGHEST COMPENSATED EMPLOYEES RECEIVED HOUSING AS A TAXABLE BENEFIT AND THE AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B (III).
SCHEDULE J, PART I, LINE 4A IN 2015 IN CONNECTION WITH HIS DEPARTURE, A HIGHEST COMPENSATED EMPLOYEE RECEIVED TOTAL SEVERANCE PAYMENTS OF $315,016, WHICH ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(III).
SCHEDULE J, PART I, LINE 4B STANFORD HEALTH CARE ("SHC") PROVIDES ALL SENIOR EXECUTIVES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS. FOR EACH CALENDAR YEAR, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR EACH PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION) AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) DEATH. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2015: CHRISTOPHER DAWES $ 159,626 AMIR DAN RUBIN $ 300,132 NANCY LEE $ 48,753 DAVID CONNOR $ 35,593 MARK TORTORICH $ 40,670 SRIDHAR SESHADRI $ 51,587 DANIEL MORISSETTE $ 98,174 JERROLD MAKI $ 38,677 JENNIFER VARGAS $ 68,672 PRAVENE NATH $ 147,172 BRUCE HARRISON $ 52,581 JAMES HEREFORD $ 80,515 BENJIE LOANZON $ 35,843 DOUGLAS GUNDERSON $ 34,926 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED AND WERE PAID IN CALENDAR 2015 ARE REPORTED IN COLUMN (F). CHRISTOPHER DAWES, PRESIDENT OF LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD HAS A NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT. UNDER THE AGREEMENT, MR. DAWES RECEIVES AN ANNUAL CREDIT TO HIS ACCOUNT THROUGH 2016 PROVIDED HE REMAINS EMPLOYED IN HIS CURRENT POSITION. AMOUNTS CREDITED UNDER THE PLAN WILL BE PAYABLE UPON THE EARLIER OF: (1) TERMINATION WITHOUT CAUSE; (2) DISABILITY; (3) DEATH; OR (4) AUGUST 31, 2016 PROVIDED MR. DAWES REMAINS EMPLOYED AT THAT DATE. THE CREDIT TO MR. DAWES FOR CALENDAR YEAR 2015 OF $400,000 IS INCLUDED IN SCHEDULE J, PART II, COLUMN C. LLOYD B. MINOR PARTICIPATES IN A DEFERRED COMPENSATION PLAN AT STANFORD UNIVERSITY, A RELATED ORGANIZATION. ANNUALLY, AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. THESE AMOUNTS APPEAR IN SCHEDULE J, PART II, COLUMN C. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET.
SCHEDULE J, PART I, LINE 7 & PART II, DESCRIPTION FOR COLUMN B(II) OFFICERS AND OTHERS WITH AMOUNTS IN THIS COLUMN RECEIVE BONUS AWARDS AND INCENTIVE COMPENSATION. THE ANNUAL INCENTIVE PLAN (AIP) IS BASED ON ACHIEVING CERTAIN GOALS ESTABLISHED PRIOR TO THE NEW FISCAL YEAR. THE GOALS ARE BASED ON THE FOCUSED AREAS, SUCH AS PATIENT CARE, QUALITY/SAFETY SERVICE, FINANCIAL RESULT, AND DEPARTMENT/PERSONAL PERFORMANCE.
SCHEDULE J, PART II, DESCRIPTION FOR COLUMN B(III) OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B(III) INCLUDES HOUSING ASSISTANCE, SERP CASH DISTRIBUTION, GRANT MONIES, ACCRUED VACATION PAY OUT, GROUP TERM LIFE, AND TAXABLE MOVING ASSISTANCE. IN ADDITION, SHC HAS PROVIDED VARIOUS ITEMS OF "LISTED PROPERTY" (E.G. COMPUTERS AND PERIPHERALS) TO THE ABOVE LISTED EMPLOYEES PRINCIPALLY FOR THEIR BUSINESS USE.
SCHEDULE J, PART II DIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SHC. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II.
Schedule J (Form 990) 2015
Additional Data


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

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
STANFORD HEALTH CARE
 
Employer identification number
94-6174066
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
 
52-1643828 13033F3U2 06-02-2008 428,500,000 2008 SERIES AB-SEE PART VI   X   X   X
B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
 
52-1643828 13033LJH1 06-16-2010 310,291,489 2010 SERIES AB-SEE PART VI   X   X   X
C CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
 
52-1643828 13033LZN0 05-23-2012 608,293,722 2012 SERIES ABCD-SEE PART VI   X   X   X
D California Health Facilities Financing Authority
 
52-1643828 13033L8P5 06-26-2015 180,626,500 2015 SERIES AB-SEE PART VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 10,975,000 24,470,000 20,875,000 0
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 428,500,000 310,291,489 614,386,240 181,498,161
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 4,780 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 0 0 0 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 467,024,364 13,537,723
11 Other spent proceeds ............. 428,500,000 310,291,489 79,397,297 0
12 Other unspent proceeds ............. 0 0 67,959,799 167,960,438
13 Year of substantial completion ............. 2008 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X   X     X   X
15 Were the bonds issued as part of an advance refunding issue? .....   X   X X     X
16 Has the final allocation of proceeds been made? .......... X   X     X   X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X     X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X     X   X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X          
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X     X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X          
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.060 % 0.030 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 ............. 0.060 % 0.030 %    
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X X   X  
b Exception to rebate? ........ X   X     X   X
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X   X   X
b Name of provider .......... SEE PART VI
 
0
 
0
 
0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........ X              
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
TAX EXEMPT BONDS F0RM 990, SCHEDULE K, PART II, COLUMN (C), LINE 3 THIS AMOUNT DIFFERS FROM THE ISSUE PRICE BECAUSE OF INVESTMENT EARNINGS. F0RM 990, SCHEDULE K, PART I BOND ISSUES: A CUSIP#: 13033F3U2 SERIES: 2008 SERIES A&B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2006 SERIES A & B DATE OF ISSUE: MARCH 9, 2006. BOND ISSUES: B CUSIP#: 13033LJH1 SERIES: 2010 SERIES A DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 1998 SERIES B DATE OF ISSUE: MARCH 31, 1998. BOND ISSUES: B CUSIP#: 13033LJH1 SERIES: 2010 SERIES B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2003 SERIES B, C, AND D DATE OF ISSUE: JULY 1, 2003 BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES A, C AND D DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL FACILITY, A PORTION OF WHICH WILL REMAIN IN USE. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES B DESCRIPTION OF PURPOSE: ADVANCE REFUNDING OF 2003 SERIES A DATE OF ISSUE: JULY 1, 2003. BOND ISSUES: D CUSIP#: 13033L8P5 SERIES: 2015 SERIES A & B DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL FACILITY, A PORTION OF WHICH WILL REMAIN IN USE. DATE OF ISSUE: 06/26/2015 TAX EXEMPT BONDS FORM 990, SCHEDULE K, PART IV ISSUE A: SERIES: 2008 SERIES B1 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 TERMINATED: 02/26/14 ISSUE: A SERIES: 2008 SERIES B2 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 TERMINATED: 02/26/14 * NOVATED FROM ORIGINAL COUNTERPARTY, J.P. MORGAN CHASE BANK N.A. EFFECTIVE JANUARY 1, 2011.
Schedule K (Form 990) 2015

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) JAMES HEREFORD OFFICER HOUSING LOAN   X 500,000 500,000   No Yes   Yes  
(2) DAVID ENTWISTLE OFFICER HOUSING LOAN   X 500,000 500,000   No Yes   Yes  
(3) DAVID ENTWISTLE OFFICER HOUSING LOAN   X 1,000,000 1,000,000   No Yes   Yes  
(4) DAVID ENTWISTLE OFFICER HOUSING LOAN   X 1,000,000 1,000,000   No Yes   Yes  
(5) DAVID ENTWISTLE OFFICER HOUSING LOAN   X 1,000,000 1,000,000   No Yes   Yes  
Total ...............Small Bullet $ 4,000,000
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2015
Schedule L (Form 990 or 990-EZ) 2015
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) BETH DAWES SEE PART V   COMPENSATION FOR EMPLOYMENT    
(2) EXPRESSSCRIPTS SEE PART V   PAYMENT FOR PRODUCTS    
(3) VARIAN MEDICAL SYSTEMS SEE PART V   PAYMENT FOR PRODUCTS    
(4) STANFORD PET-CT LLC SEE PART V   PAYMENT FOR SERVICES    
(5) SUMIT INSURANCE COMPANY LTD SEE PART V   PAYMENT FOR INSURANCE PREMIUMS    
(6) SU MED NETWORK RISK MGMT AUTHORITY SEE PART V   PAYMENT FOR SERVICES TO SRA    
(7) SU MED NETWORK RISK MGMT AUTHORITY SEE PART V   PAYMENT FOR SERVICES TO SHC    
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 9 0 N/A
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 34 348,075 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
2
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE M, PART I, COLUMN B STANFORD HEALTH CARE IS REPORTING THE NUMBER OF CONTRIBUTIONS.
SCHEDULE M, PART I, QUESTION 32B STANFORD HEALTH CARE UTILIZES THE SERVICES OF STANFORD UNIVERSITY TO ASSIST WITH THE SOLICITATION AND PROCESSING OF NON-CASH GIFTS.
SCHEDULE M, PART I, QUESTION 33 WORKS OF ART ARE PRESERVED FOR PUBLIC EXHIBITION AND ARE NOT CAPITALIZED. DONATIONS OF SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES.
Schedule M (Form 990) (2015)

Additional Data


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

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

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Return Reference Explanation
MISSION FORM 990, PART I, LINE 1 & PART III, LINE 1 STANFORD HEALTH CARE ("SHC") IS A NON-PROFIT CALIFORNIA PUBLIC BENEFIT CORPORATION OF WHICH THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (THE "UNIVERSITY") IS THE SOLE MEMBER. THE OBJECTIVE AND THE PURPOSE OF SHC IS TO PROVIDE PATIENT CARE SERVICES, SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, AND SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE UNIVERSITY AND THE UNIVERSITY'S SCHOOL OF MEDICINE. SHC OPERATES A LICENSED ACUTE CARE HOSPITAL, CANCER CENTERS IN PALO ALTO AND SAN JOSE, AN AMBULATORY OUTPATIENT CENTER IN REDWOOD CITY AND NUMEROUS OUTPATIENT PHYSICIAN CLINICS IN THE SAN FRANCISCO BAY AREA, IN COMMUNITY SETTINGS AND IN ASSOCIATION WITH REGIONAL HOSPITALS. STANFORD HEALTH CARE HAS A MISSION TO CARE, TO EDUCATE, AND TO DISCOVER. SHC'S VISION STATEMENT IS HEALING HUMANITY THROUGH SCIENCE AND COMPASSION, ONE PATIENT AT A TIME.
STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A STANFORD HEALTH CARE ("SHC") IS KNOWN WORLDWIDE FOR ADVANCED PATIENT CARE PROVIDED BY ITS PHYSICIANS AND STAFF, PARTICULARLY IN AREAS SUCH AS CARDIAC CARE, CANCER TREATMENT, NEUROLOGY, NEUROSURGERY, ORTHOPEDICS, SURGERY AND ORGAN TRANSPLANTS. SHC HAD 25,763 PATIENT DISCHARGES. SHC HAD 154,538 PATIENT DAYS INCLUDING ACUTE, BEHAVIORIAL HEALTH, AND SHORT STAY OUTPATIENT. TOTAL OUTPATIENT AND EMERGENCY ROOM VISITS WERE 768,453 FOR THE FISCAL YEAR ENDED AUGUST 31, 2016.
EXECUTIVE COMMITTEE FORM 990, PART VI, LINE 1A IF A MATTER NORMALLY REQUIRING ACTION BY THE BOARD OF DIRECTORS ARISES BETWEEN MEETINGS OF THE BOARD AND IS A MATTER WHICH, IN THE OPINION OF ANY FOUR (4) OUT OF SIX (6) OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE DEAN OF THE STANFORD UNIVERSITY SCHOOL OF MEDICINE, THE PRESIDENT OF THE CORPORATION, THE CHAIR OF THE FINANCE COMMITTEE AND THE CHAIR OF THE AUDIT COMMITTEE, REQUIRES ACTION BY THE BOARD BEFORE THE NEXT REGULAR OR SPECIAL MEETING OF THE BOARD, THEN ANY FOUR (4) OR MORE OUT OF THOSE SIX (6) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD OF DIRECTORS, ARE AUTHORIZED JOINTLY TO TAKE WHATEVER ACTION IS NECESSARY TO RESOLVE THE MATTER, AND SUCH ACTION WILL CONSTITUTE AUTHORIZED ACTION OF THE BOARD TO THE SAME EXTENT AS IF IT HAS BEEN ADOPTED AT A MEETING OF THE BOARD; PROVIDED, HOWEVER, THAT AT LEAST ONE (1) OF THE FOUR (4) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD PURSUANT TO THIS SECTION SHALL BE AN "OUTSIDE DIRECTOR," AS DEFINED IN BYLAWS AND PROVIDED, FURTHER, THAT THE DIRECTORS ACTING AS A COMMITTEE OF THE BOARD SHALL NOT IN ANY CASE BE AUTHORIZED BY THIS SECTION TO EXERCISE THOSE POWERS WHICH BY LAW, THE ARTICLES OF INCORPORATION, THESE BYLAWS OR SPECIFIC ACTION BY THE MEMBER, SET FORTH IN A RESOLUTION OF THE MEMBER, MAY BE EXERCISED ONLY BY THE MEMBER OR MAY NOT BE DELEGATED TO A COMMITTEE OF THE BOARD.
FAMILY/BUSINESS RELATIONSHIPS FORM 990, PART VI, LINE 2 CHRISTOPHER DAWES IS AN EMPLOYEE, CHIEF EXECUTIVE OFFICER AND A DIRECTOR OF LUCILE SALTER PACKARD CHILDREN'S HOSPITAL. THE FOLLOWING INDIVIDUALS ARE DIRECTORS AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL: MARY CRANSTON MARIANN BYERWALTER AMIR DAN RUBIN LLYOD B. MINOR MD JOHN LEVIN THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD UNIVERSITY: NORMAN RIZK MD MARK WELTON MD LLOYD B. MINOR MD ROBERT HARRINGTON MARK LESLIE THE FOLLOWING INDIVIDUALS ARE TRUSTEES AT STANFORD UNIVERSITY: JOHN GUNN BRET COMOLLI RONALD JOHNSON THE FOLLOWING INDIVIDUALS ARE BOARD MEMBERS AT STANFORD PET-CT LLC: DAVID ENTWISTLE MARIANN BYERWALTER AMIR DAN RUBIN JAMES HEREFORD LLOYD B. MINOR MD THE FOLLOWING INDIVIDUALS ARE BOARD MEMBERS AT SUMIT HOLDING INTERNATIONAL, LLC: DAVID ENTWISTLE AMIR DAN RUBIN DAVID CONNOR DANIEL MORISSETTE CHRISTOPHER DAWES NORMAN RIZK MD THE FOLLOWING INDIVIDUALS ARE BOARD MEMBERS AT SUMIT INSURANCE COMPANY, LTD.: DAVID ENTWISTLE AMIR DAN RUBIN DAVID CONNOR DANIEL MORISSETTE CHRISTOPHER DAWES LLOYD B. MINOR MD NORMAN RIZK MD THE FOLLOWING INDIVIDUALS ARE CLASS A SUBSCRIBER VOTING MEMBERS AT THE PROFESSIONAL EXCHANGE ASSURANCE COMPANY: DAVID ENTWISTLE AMIR DAN RUBIN DAVID CONNOR DANIEL MORISSETTE CHRISTOPHER DAWES NORMAN RIZK MD JOEL HYATT AND RONALD JOHNSON - BUSINESS RELATIONSHIP FRED HARMAN AND RONALD JOHNSON - BUSINESS RELATIONSHIP
CHANGES TO GOVERNING DOCUMENTS FORM 990, PART VI, LINE 4 CHANGES TO THE GOVERNING DOCUMENTS INCLUDED AN INCREASE IN THE MAXIMUM NUMBER OF ELECTED DIRECTORS TO 25 AND A REQUIREMENT TO INCLUDE ONE CLINICAL DEPARTMENT CHAIR FROM THE STANFORD UNIVERSITY SCHOOL OF MEDICINE AS A DIRECTOR.
MEMBERS FORM 990, PART VI, LINE 6 STANFORD UNIVERSITY IS THE SOLE MEMBER OF STANFORD HEALTH CARE ("SHC").
ELECTION BY MEMBERS FORM 990, PART VI, LINE 7A STANFORD UNIVERSITY, AS THE SOLE MEMBER OF SHC, APPOINTS THE SHC BOARD OF DIRECTORS.
FORM 990, PART VI, LINE 7B THE SOLE MEMBER, STANFORD UNIVERSITY, MAY REMOVE AN ELECTED DIRECTOR AT ANY TIME WITHOUT CAUSE.
FORM 990, PART VI, LINE 11B THE 990 TAX RETURN IS PREPARED BY THE FINANCE DEPARTMENT OF SHC. THE FINANCIAL DATA IS EXTRACTED FROM THE AUDITED FINANCIAL STATEMENT AND SUPPLEMENTAL INFORMATION AUDITED BY THE INDEPENDENT ACCOUNTING FIRM OF PRICEWATERHOUSECOOPERS (PWC). COMPENSATION DATA IS EXTRACTED FROM PAYROLL RECORDS. OTHER INFORMATION IS PROVIDED BY THE RELEVANT AREAS WITH EXPERTISE IN SHC. UPON COMPLETION, THE RETURN IS REVIEWED BY THE SENIOR MANAGEMENT OF SHC, THE COUNSEL OF SHC, STANFORD UNIVERSITY CONTROLLER'S OFFICE AND EXTERNAL TAX ACCOUNTANT (PWC). THE DRAFT FORM 990 IS REVIEWED AT THE AUDIT AND COMPLIANCE COMMITTEE MEETING. THE FORM 990 IS THEN FORWARDED TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE CFO OF SHC AND PWC AS PAID PREPARER SIGN THE RETURN PRIOR TO FILING WITH IRS.
CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF BEGINNING SERVICE AT SHC. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS. FURTHERMORE, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENT WITHIN TEN (10) BUSINESS DAYS OF A MATERIAL CHANGE IN THEIR SITUATIONS THAT MAY CREATE AN ACTUAL OR PERCEIVED CONFLICT-OF-INTEREST. A DISCLOSURE THAT APPEARS TO BE A CONFLICT WILL BE RESOLVED BY A MUTUAL AGREEABLE PLAN WITH THE VICE PRESIDENT OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER, DIRECTOR OR KEY EMPLOYEE MUST TAKE TO RECTIFY THE CONFLICT. IN MATTERS THAT ARE UNCLEAR OR QUESTIONABLE, THE OFFICE OF CHIEF COMPLIANCE OFFICER WILL BE CONSULTED FOR A RULING. IF FURTHER INQUIRY IS NECESSARY THE OFFICE OF THE GENERAL COUNSEL WILL BE CONSULTED FOR A RULING.
PROCEDURES FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR SHC'S CEO AND OTHER TOP MANAGEMENT REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES THE COMMITTEE WITH COMPARABLE MARKET DATA FROM THE FORMS 990 OF COMPARABLE ORGANIZATIONS SUPPLEMENTED BY PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTS ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF SHC. THE VALUE OF EACH PAY ELEMENT AND THE TOTAL PACKAGE ARE REVIEWED EACH SEPTEMBER PRIOR TO ANY PAY ACTIONS BEING APPROVED BY THE COMPENSATION COMMITTEE. SPECIFIC FACTS AND CIRCUMSTANCES OF EACH ROLE, INCUMBENT, THEIR PERFORMANCE, SKILLS AND RESPONSIBILITIES ARE REVIEWED AND ASSESSED INDIVIDUALLY. THE COMMITTEE RECEIVES RECOMMENDATIONS FROM THE CEO AS TO PAY ACTIONS FOR EACH INCUMBENT. THESE RECOMMENDATIONS ARE DISCUSSED AND THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED AS TO THE FINAL PAY ACTION APPROVED ALONG WITH THE RATIONALE FOR THE DECISION. THIS PROCESS OCCURS ANNUALLY AND IN CONJUNCTION WITH ANY PROGRAMMATIC CHANGE THAT COULD POTENTIALLY IMPACT THE PAY OR BENEFITS OF EXECUTIVES.
AVAILABILITY OF GOVERNING DOCUMENTS FORM 990, PART VI, LINE 19 COPIES OF THE FINANCIAL STATEMENTS ARE AVAILABLE ON SHC'S WEBSITE. FURTHERMORE, THE STATEMENTS OF OPERATIONS AND BALANCE SHEET ARE PART OF THE UNIVERSITY'S ANNUAL FINANCIAL REPORT POSTED ON THE ORGANIZATION'S PUBLIC WEBSITE. COPIES OF THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE GENERALLY NOT AVAILABLE FOR PUBLIC INSPECTION BUT REQUESTS WILL BE EVALUATED ON A CASE-BY-CASE BASIS.
BOARD OF DIRECTORS CHANGES FORM 990, PART VII, SECTION A THE FOLLOWING BOARD MEMBERS RETIRED FROM THE BOARD OF DIRECTORS DURING FY16 AS NOTED: JOHN FREIDENRICH UNTIL 12/31/2015 AMIR DAN RUBIN UNTIL 12/31/2015 (SERVICE AS CEO TERMINATED SAME DATE) WILLIAM YOUNGER UNTIL 12/31/2015 THE FOLLOWING BOARD MEMBERS WERE APPOINTED TO THE BOARD AS OF DURING FY16 AS NOTED: SUSAN BECHTEL AS OF 11/1/2015 WILLIAM BRODY AS OF 11/1/2015 DAVID ENTWISTLE AS OF 7/5/2016 ROBERT HARRINGTON AS OF 1/1/2016 MARK LESLIE AS OF 9/1/2015
OFFICER AND KEY EMPLOYEE CHANGES FORM 990, PART VII, SECTION A THE FOLLOWING INDIVIDUALS DEPARTED AS OFFICERS DURING FY16 AS NOTED: MARIANN BYERWALTER UNTIL 7/5/2016 DANIEL MORISSETTE UNTIL 1/20/2016 THE FOLLOWING INDIVIDUALS BECAME OFFICERS DURING FY16 AS NOTED: MARIANN BYERWALTER - INTERIM CEO AS OF 1/4/2016 DAVID ENTWISTLE - CEO AS OF 7/5/2016 DAVID CONNOR - INTERIM CFO AS OF 12/6/2015
HOURS AT RELATED ORGANIZATIONS FORM 990, PART VII, COLUMN B CHRISTOPHER DAWES IS A DIRECTOR OF SHC. FOR FY16 HE WAS ALSO THE PRESIDENT AND CEO OF THE LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD (LPCH), A RELATED ORGANIZATION. MR. DAWES RECEIVES COMPENSATION FROM LPCH FOR HIS SERVICES AT LPCH. MR DAWES RECEIVED NO COMPENSATION FOR HIS DUTIES AS A DIRECTOR OF SHC. LLOYD B. MINOR MD, NORMAN RIZK MD, MARK WELTON MD, ROBERT HARRINGTON, AND MARK LESLIE ARE DIRECTORS OF SHC. FOR FY16 THEY WERE EMPLOYED AT STANFORD UNIVERSITY (SU), A RELATED ORGANIZATION. THESE INDIVIDUALS RECEIVE COMPENSATION FROM SU FOR THEIR SERVICES AT SU. THEY RECEIVED NO COMPENSATION FOR DUTIES AS A DIRECTORS OF SHC.
FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN MINIMUM PENSION LIABILITY $ (80,000) INTEREST RATE SWAP MTM $ (115,958,149) EQUITY TRANSFER $ (92,686,942) SEROC INCOME BOOK/TAX DIFFERENCE $ (128,837) -------------- OTHER CHANGES IN NET ASSETS OR FUND BALANCES $(208,853,928)
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:  
Software Version:  
SCHEDULE R
(Form 990)

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

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
STANFORD HEALTH CARE
 
Employer identification number

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

(1) CARE COUNSEL LLC
899 NORTHGATE DRIVE STE 530
SAN RAFAEL,CA94903
68-0396696
MEDICAL CA 1,847,215 563,064 SHC
 
(2) STANFORD BLOOD CENTER LLC
3373 HILLVIEW AVENUE
PALO ALTO,CA94304
81-0816100
BLOOD CENTER CA 61,364,229 19,812,137 SHC
 








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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)THE BRD OF TRUST LELAND STANF JR UNIV
3145 PORTER DRIVE

PALO ALTO,CA94304
94-1156365
EDUCATION CA 501(C)(3) 2 NA
 
 
No
(2)LUCILE SALTER PACKARD CHILDRENS HOSPITAL
725 WELCH ROAD MC 5553

PALO ALTO,CA94304
77-0003859
HEALTHCARE CA 501(C)(3) 3 STANFORD
 
Yes
 
(3)HOSPITAL COMMITTEE FOR THE L-P AREAS
1111 E STANLEY BLVD

LIVERMORE,CA94550
94-1429628
HOSPITAL CA 501(C)(3) 3 SHC
 
Yes
 
(4)VALLEYCARE MEDICAL FOUNDATION INC
5655 W LAS POSITAS BLVD 220

PLEASANTON,CA94588
26-2593526
SUPPRT SHC-VC CA 501(C)(3) 9 HOSP CMTE LP
 
Yes
 
(5)VALLEYCARE SENIOR HOUSING
1111 E STANLEY BLVD

LIVERMORE,CA94550
94-3382224
SR. FACILITY CA 501(C)(3) 11C, III-FI HOSP CMTE LP
 
Yes
 
(6)THE FREIDENRICH SUPPORT FOUNDATION
3145 PORTER DRIVE

PALO ALTO,CA94304
30-0519583
SUPPORT CA 501(C)(3) 11A, I STANFORD
 
Yes
 
(7)SHR HOLDINGS INC
3145 PORTER DRIVE

PALO ALTO,CA94304
94-3187167
REAL ESTATE CA 501(C)(25) N/A STANFORD
 
Yes
 
(8)SU EMP BEN TRUST POST RETEMPYNT BEN
3145 PORTER DRIVE

PALO ALTO,CA94304
94-3246199
BENEFITS CA 501(C)(9) N/A STANFORD
 
Yes
 
(9)UNIVERSITY HEALTHCARE ALLIANCE
7999 GATEWAY BLVD STE 300

NEWARK,CA94560
94-3192446
HEALTHCARE CA 501(C)(3) 3 SHC
 
Yes
 
(10)THE DUDLEY E CHAMBERS FOUNDATION
JP MORGAN CHASE PO BOX 3038

MILWAUKEE,WI53201
38-6841793
SUPPORT NY 501(C)(3) 11D, III-O STANFORD
 
Yes
 
(11)STANFORD UNIVERSITY BOOKSTORE
BLDG 60 MAIN QUAD NO 105

STANFORD,CA94305
94-0894150
SUPPORT CA 501(C)(3) 11A, I STANFORD
 
Yes
 
(12)PACKARD CHILDREN'S HEALTH ALLIANCE
725 WELCH ROAD MC5551

PALO ALTO,CA94304
32-0359189
HEALTHCARE CA 501(C)(3) 3 LPCH
 
Yes
 
(13)STANFORD HABITAT CONSERVATION BOARD
3160 PORTER DR STE 200

PALO ALTO,CA94304
46-1882243
CONSERVATION CA 501(C)(3) 7 STANFORD
 
Yes
 
(14)STANFORD FACULTY CLUB
PO BOX 7229

STANFORD,CA94309
94-1187089
FAC INTERACT. CA 501(C)(7) N/A STANFORD
 
Yes
 
(15)THE HONG KONGSU CHARITABLE TRUST
1401 CAROLINE CENTER
28 PING ROAD,CAUSEWAY  
HK
98-6078093
SUPPORT HK 501(C)(3)   STANFORD
 
Yes
 
(16)THE STANFORD TRUST
65 HIGH STREET
OXFORD   OX1 46L
UK
SUPPORT UK 501(C)(3)   STANFORD
 
Yes
 
(17)STANFORD PROGRAMME (CAPE TOWN) NPC
WAVERLY BUSINESS PARK BUILDING 11
CAPE TOWN    
SF
EDUCATION SF 501(C)(3)   STANFORD
 
Yes
 
(18)STANFORD FEDERAL CREDIT UNION
1860 EMBARCADERO RD

PALO ALTO,CA94303
94-1492212
CREDIT UNION CA 501(C)(1) N/A STANFORD
 
Yes
 
(19)STANFORD HEALTH CARE ADVANTAGE
1221 BROADWAY 3RD FLOOR

OAKLAND,CA94612
46-4071746
HEALTHCARE CA 501(c)(3) 11A, I SHC
 
Yes
 
(20)STANFORD SCHOOLS CORPORATION
475 POPE STREET

MENLO PARK,CA94025
20-2699147
EDUCATIONAL CA 501(C)(3) 2 STANFORD
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
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


Yes No Yes No
(1) ADOM PARTNERS LP

500 MADISON AVENUE
NEW YORK,NY10022
INVESTMENTS DE NA
 
                 
(2) ALBUS SELECT FUND LP

750 MENLO AVENUE
MENLO PARK,CA94025
INVESTMENTS DE NA
 
                 
(3) ARCOLA RESIDENTIAL VENTURE LLC

635 KNIGHT WAY
STANFORD,CA943057297
90-0818278
REAL ESTATE DE NA
 
                 
(4) ARCOLA VENTURE LLC

635 KNIGHT WAY
STANFORD,CA943057297
37-1689632
RE DEVELOPMENT DE NA
 
                 
(5) ATWATER 12 LP

2100 ROSS AVE STE 1600
DALLAS,TX75201
75-2944481
INVESTMENTS DE NA
 
                 
(6) AVALANCHE ROYALTY PARTNERS LLC

410 17TH ST STE 1150
DENVER,CO80202
84-1539807
INVESTMENTS DE NA
 
                 
(7) CEE EQUITY HOLDINGS LP

ELIZABETH HOUSE 9 CASTLE ST
ST. HELIER,,JERSEYJE4 2QP
JE
INVESTMENTS JE NA
 
                 
(8) CLAIRVUE CAPITAL PARTNERS II-TE 1 LP

150 CALIFORNIA STREET STE 850
SAN FRANCISCO,CA94111
80-0909516
INVESTMENTS DE NA
 
                 
(9) CLAIRVUE CAPITAL PARTNERS II-TE 2 LP

150 CALIFORNIA STREET STE 850
SAN FRANCISCO,CA94111
80-0909556
INVESTMENTS DE NA
 
                 
(10) CANARY SC FUND LP

399 PARK AVENUE
NEW YORK,NY10022
INVESTMENTS DE NA
 
                 
(11) ENERGY CAPITAL PARTNERS III (SENDERO CO-

51 JOHN F KENNEDY PARKWAY SUITE 2
SHORT HILLS,NJ07078
47-1702425
INVESTMENTS DE NA
 
                 
(12) FORTRESS IW COINVESTMENT (FUND B) LP

1345 AVE OF THE AMERICAS 45TH FL
NEW YORK,NY10105
98-0509639
INVESTMENTS CJ NA
 
                 
(13) KEB INVESTORS II LP

WASHINGTON MALL STE 304 7 REID ST
HAMILTON,,HM 11  
BD
INVESTMENTS BD NA
 
                 
(14) LSF V DHB HOLDINGS LP

2711 N HASKELL AVE STE 1700
DALLAS,TX75204
27-2858604
INVESTMENTS DE NA
 
                 
(15) OUTLAWS CASINO LTD

3160 PORTER DR
PALO ALTO,CA94304
84-1457498
HOLDING COMPANY CO NA
 
                 
(16) PALO ALTO LP

13 CASTLE STREET
ST. HELIER, JERSEY    
JE
98-1126622
INVESTMENTS JE NA
 
                 
(17) PROJECT EDISON PARTNERS FUND LP

55 E 52ND ST
NEW YORK,NY10055
47-3184706
INVESTMENTS DE NA
 
                 
(18) RESERVOIR RESOURCE PTRS TE LP

767 FIFTH AVE 16TH FLOOR
NEW YORK,NY10153
46-2286221
INVESTMENTS DE NA
 
                 
(19) RMS FOREST GROWTH II LP

30 INVERNESS CENTER PARKWAY STE 36
BIRMINGHAM,AL35242
20-0841908
INVESTMENTS CA NA
 
                 
(20) SANDPIPER FUND LP

2000 MCKINNEY AVE STE 2125
DALLAS,TX75201
26-0341626
INVESTMENT TX NA
 
                 
(21) SAROFIM MULTIFAMILY PARTNERS LP

8115 PRESTON RD ST400
DALLAS,TX75225
20-1929002
RE DEVELOPMENT TX NA
 
                 
(22) SCP REAL ASSETS FUND (A) LP

2498 SAND HILL RD
MENLO PARK,CA94025
20-3949682
INVESTMENTS DE NA
 
                 
(23) SEQUOIA MFM OPERATING COMPANY LLC

770 WELCH ROAD LPCH- ADMIN MC5551
PALO ALTO,CA94304
47-5060529
MFM PROGRAM CA NA
 
                 
(24) SIC SNOWCREEK VIII LLC

635 KNIGHT WAY
STANFORD,CA94305
27-5431605
RE DEVELOPMENT CA NA
 
                 
(25) SP SMC PARTNERS LLC

2711 CENTERVILLE RD STE 400
WILMINGTON,DE19808
47-3103791
INVESTMENTS DE NA
 
                 
(26) STANFORD EMANUEL RAD ONCOLOGY CENTER

825 DELBON AV
TURLOCK,CA95382
20-8885091
RADIOLOGY CA SHC
 
RELATED 2,501,131 4,636,412   No 0   No 60.000 %
(27) STANFORD PET-CT LLC

300 PASTEUR DR MC 5555
STANFORD,CA94305
61-1423414
MED. DIAGNOST CA SHC
 
RELATED 5,938,750 6,189,242   No 0 Yes   50.000 %
(28) STANFORD-STARTX FUND LLC

3145 PORTER DR
PALO ALTO,CA94304
46-4297719
INVESTMENTS DE NA
 
EXCLUDED -1,109,084 34,098,529   No 0   No 33.333 %
(29) SUMIT HOLDING INTERNATIONAL LLC

1400 PAGE MILL ROAD MC5713
PALO ALTO,CA94304
26-3934706
HOLDING COMPANY DE SHC
 
RELATED -2,586,355 59,051,422   No 0   No 82.000 %
(30) VEDA INVESTORS FUND LP

ONE FAWCETT PL
GREENWICH,CT06830
INVESTMENTS DE NA
 
                 
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) STANFORD SGGS EUROPE INC

UGLAND HOUSE S CHURCH ST
PO BOX 309GT, GEORGE TOWN    
CJ
13-1684331
INVESTMENTS CJ NA
 
C CORP          
(2) EAST SAIL

C/O INTL FS INC IFS COURT
TWENTYEIGHT, CYBERCITY, EBENE    
MP
INVESTMENTS MP NA
 
C CORP          
(3) GAVEA INVESTMENT FUND II-C LP

PO BOX 896GT HARBOUR CENTRE
GEORGE TOWN,CAYMAN ISLANDS  
CJ
98-0537952
INVESTMENTS CJ NA
 
C CORP          
(4) LS ALBERTA III LP

C/O JE ROBERT COS 1650 TYSON BLVD
MCLEAN,VA22102
98-0493425
INVESTMENTS CA NA
 
C CORP          
(5) CLAT (16)

 
 
CHARITABLE TR CA NA
 
TRUST          
(6) CRT (555)

 
 
CHARITABLE TR CA NA
 
TRUST          
(7) OTHER (7)

 
 
CHARITABLE TR CA NA
 
TRUST          
(8) PIF (2)

 
 
CHARITABLE TR CA NA
 
TRUST          
(9) ALPINE CHALET INC

PO BOX 9988
SOUTH LAKE TAHOE,CA96158
94-1556099
SKI LODGE CA NA
 
C CORP          
(10) STANFORD (BEIJING) CNSLTNG CO LTD (WFOE)

5275TH FLBLDG CACADEMY SOUTH RD
HAIDAN DISTRICT,BEIJING  
CH
EDUCATION CH NA
 
C CORP          
(11) STANFORD UNIV MED NETWORK RISK AUTHORITY

1400 PAGE MILL RD MSC 5713
PALO ALTO,CA94304
46-1132002
RISK MGMT CON CA NA
 
C CORP          
(12) PROFESSIONAL EXCHANGE ASSURANCE COMPANY

201 MERCHANT STREET SUITE 2400
HONOLULU,HI96813
90-0897686
INSURANCE HI NA
 
C CORP          
(13) ARCOLA RES DEVELOPMENT CORP

C/O SMC 635 KNIGHT WAY
STANFORD,CA943057297
80-0804754
INVESTMENTS DE NA
 
C CORP          
(14) BREP VII ALBERTA FEEDER(OFFSHORE)TE7 LP

C/O THE BLACKSTONE GROUP 345 PARK
NEW YORK,NY10154
98-1066351
INVESTMENTS CA NA
 
C CORP          
(15) BREP VII ALBERTA FEEDER(OFFSHORE)TE7NQLP

C/O THE BLACKSTONE GROUP 345 PARK
NEW YORK,NY10154
98-1066355
INVESTMENTS CA NA
 
C CORP          
(16) WEST FACE ALTERNATIVE CREDIT CAYMAN LP

PO BOX 10008 WILLOW HOUSE
GRAND CAYMAN,CAYMAN ISLANDSKY1-1001
CJ
98-1140761
INVESTMENTS CJ NA
 
C CORP          
(17) MIDPOINT TECHNOLOGY PARK OWNERS ASSOC

3145 PORTER DRIVE
PALO ALTO,CA94304
94-3287254
REAL ESTATE CA NA
 
C CORP          
(18) BIENVILLE ARGENTINA OPPS OFFSHORE FUND

405 LEXINGTON AVE 34TH FLOOR
NEW YORK,NY10174
INVESTMENTS CJ NA
 
C CORP          
(19) KAIZEN FUND

1 NORTH BRIDGE RD 6-8
SINGAPORE,SINGAPORE179094
SN
INVESTMENTS CJ NA
 
C CORP          
(20) AFFINITY MEDICAL SOLUTIONS INC

1221 BROADWAY 3RD FLOOR
OAKLAND,CA94612
20-3134011
HEALTHCARE DE NA
 
C CORP          
(21) BISHOP ROCK OPPORTUNITY OFFSHORE FUND

C/O SMC 635 KNIGHT WAY
STANFORD,CA94305
INVESTMENTS CJ NA
 
C CORP          
(22) SBFF LTD

PO BOX 1344
GEORGE TOWN    
CJ
INVESTMENTS CJ NA
 
C CORP          
(23) CANARY SC FUND LTD

399 PARK AVE
NEW YORK,NY10022
INVESTMENTS CJ NA
 
C CORP          
(24) THE RUBRUM FUND

PO BOX 309 UGLAND HOUSE
GRAND CAYMAN,CAYMAN ISLANDS  
CJ
INVESTMENTS CJ NA
 
C CORP          
(25) SEA SMOKE FUND LLC

190 ELGIN AVENUE
GEORGE TOWN,GRAND CAYMANKY 9005
CJ
INVESTMENTS CJ NA
 
C CORP          
(26) STANFORD MEDICINE INTL (HONG KONG) CO LT

833 CHEUNG SHA WAN ROAD
KOWLOON,HONG KONG  
HK
PATIENT SRVC HK SHC
 
C CORP 0 0 100.000 % Yes  
(27) STANFORD INTL MEDICAL SERVICES RAK FZE

PO BOX 56500
AE
PATIENT SRVC AE SHC
 
C CORP 0 0 100.000 % Yes  
(28) STANFORD IN JAPAN GODO KAISHA

DOSHISHA UNIVERSITY MEITOKUKAN-NAI
KAMIGYO-KU,KYOTO-SHI  
JA
EDUCATION JA NA
 
C CORP          
Schedule R (Form 990) 2015
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
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
Yes
 
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) SUMIT HOLDING INTERNATIONAL LLC

R 8,154,500 BOOK
(2) SEROC

Q 1,017,430 COST
(3) LPCH

L 78,777,233 FMV
(4) LPCH

M 1,191,724 FMV
(5) LPCH

N 4,848,400 FMV
(6) LPCH

O 30,339,586 FMV
(7) LPCH

Q 11,642,449 COST
(8) LPCH

S 3,300,000 BOOK
(9) UNIVERSITY HEALTHCARE ALLIANCE

B 53,617,574 BOOK
(10) UNIVERSITY HEALTHCARE ALLIANCE

L 8,674,004 COST
(11) UNIVERSITY HEALTHCARE ALLIANCE

P 19,618,514 COST
(12) UNIVERSITY HEALTHCARE ALLIANCE

Q 5,368,557 COST
(13) UNIVERSITY HEALTHCARE ALLIANCE

S 27,619 COST
(14) HOSPITAL COMMITTEE FOR THE L-P AREAS

A 2,248,652 COST
(15) HOSPITAL COMMITTEE FOR THE L-P AREAS

P 59,510 COST
(16) HOSPITAL COMMITTEE FOR THE L-P AREAS

Q 3,037,391 COST
(17) HOSPITAL COMMITTEE FOR THE L-P AREAS

R 3,088,731 COST
(18) HOSPITAL COMMITTEE FOR THE L-P AREAS

S 1,832,000 COST
(19) STANFORD HEALTH CARE ADVANTAGE

L 1,756,430 COST
(20) STANFORD HEALTH CARE ADVANTAGE

O 407,193 COST
(21) STANFORD HEALTH CARE ADVANTAGE

Q 2,025,542 COST
(22) STANFORD HEALTH CARE ADVANTAGE

R 6,000,002 FMV
Schedule R (Form 990) 2015
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)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2015
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 IV, LINE 5 CHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE 6 CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE 7 OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE 1 POOLED INCOME FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
Schedule R (Form 990) 2015

Additional Data


Software ID:  
Software Version: