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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
Scottsdale Healthcare Hospitals
 
% Lisa Replogle
Doing business as
HONORHEALTH
 
Number and street (or P.O. box if mail is not delivered to street address)
8125 N Hayden Road
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Scottsdale, AZ85258
D Employer identification number

86-0181654
E Telephone number

G Gross receipts $ 2,181,445,025
F Name and address of principal officer:
Todd Laporte
SAME AS C ABOVE
Scottsdale,AZ85258
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.HonorHealth.com
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: 1964
M State of legal domicile: AZ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: HONORHEALTH'S MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF THOSE WE SERVE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 16
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 13,681
6 Total number of volunteers (estimate if necessary) ............. 6 1,646
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 17,535
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 9,100,587 11,759,082
9 Program service revenue (Part VIII, line 2g) ......... 1,748,922,478 1,956,440,134
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 56,888,769 51,470,932
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,654,890 3,313,816
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,817,566,724 2,022,983,964
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 7,631,872 6,434,651
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) 855,894,152 887,810,378
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 909,401,075 969,793,218
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,772,927,099 1,864,038,247
19 Revenue less expenses. Subtract line 18 from line 12....... 44,639,625 158,945,717
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,150,717,945 2,258,694,352
21 Total liabilities (Part X, line 26)............. 1,003,065,950 1,015,714,349
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,147,651,995 1,242,980,003
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 (2018)
Form 990 (2018)
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: HONORHEALTH'S MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF THOSE WE SERVE.
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 $ 1,632,487,920 including grants of $ 6,434,651 ) (Revenue $ 1,956,440,134 )
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 expensesMediumBullet1,632,487,920
Form 990 (2018)
Form 990 (2018)
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 IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
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
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........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
 
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
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
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 list of attachments
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
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
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
Yes
 
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
 
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
902
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
 
Form 990 (2018)
Form 990 (2018)
Page 5
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
13,681
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: MediumBulletCJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
17
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
16
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
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
 
No
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
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
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
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A 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:
MediumBulletLisa Replogle8125 N HAYDEN ROAD   Scottsdale,AZ85258 (480) 587-5113
Form 990 (2018)
Form 990 (2018)
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) Todd LaPorte......................................................................
DIRECTOR/CEO, HONORHEALTH
 37.0
.................
3.0 		X   X       943,922 0 131,254
(2) Steve Wheeler......................................................................
DIRECTOR/CHAIR
 1.0
.................
1.0 		X   X       45,600 0 0
(3) Frank Pugh......................................................................
DIRECTOR/VICE CHAIR
 1.0
.................
1.0 		X   X       42,560 0 0
(4) John B Grotting......................................................................
DIRECTOR/SECRETARY
 1.0
.................
1.0 		X   X       39,616 0 0
(5) Raymond Barton......................................................................
DIRECTOR
 1.0
.................
1.0 		X           41,420 0 0
(6) Drew Brown......................................................................
DIRECTOR
 1.0
.................
1.0 		X           42,560 0 0
(7) Richard Fox......................................................................
DIRECTOR
 1.0
.................
1.0 		X           38,000 0 0
(8) Karrie Francois MD......................................................................
DIRECTOR
 1.0
.................
1.0 		X           38,000 0 0
(9) Pete Hathaway......................................................................
DIRECTOR
 1.0
.................
1.0 		X           42,560 0 0
(10) Kathryn Jo Lincoln......................................................................
DIRECTOR
 1.0
.................
1.0 		X           38,000 0 0
(11) Julie Arvo MacKenzie......................................................................
DIRECTOR
 1.0
.................
2.0 		X           38,000 0 0
(12) Elena Sibley MD PC......................................................................
DIRECTOR
 1.0
.................
1.0 		X           45,403 0 0
(13) Richard Silverman......................................................................
DIRECTOR
 1.0
.................
1.0 		X           42,560 0 0
(14) Maria Divina Soriano MD......................................................................
DIRECTOR (thru 10/18)
 1.0
.................
1.0 		X           12,400 0 0
(15) Michael Stanley......................................................................
DIRECTOR
 1.0
.................
1.0 		X           42,560 0 0
(16) Margie Traylor......................................................................
DIRECTOR
 1.0
.................
1.0 		X           39,687 0 0
(17) Kathleen Wade......................................................................
DIRECTOR
 1.0
.................
1.0 		X           38,000 0 0
Form 990 (2018)
Form 990 (2018)
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) Mike Welborn........................................................................
DIRECTOR
 1.0
.......................1.0 		X           38,045 0 0
(19) DAVID DAMORE........................................................................
SVP/CHIEF LEGAL OFF(THRU 9/18)
 39.0
.......................1.0 		    X       566,900 0 -63,262
(20) SHANNON FOX FRASER........................................................................
SVP/CHIEF LEGAL OFFICER & GC
 39.0
.......................1.0 		    X       302,088 0 63,821
(21) ALICE POPE........................................................................
SVP/CFO
 39.0
.......................1.0 		    X       606,139 0 102,728
(22) GARY BAKER........................................................................
SOUTHERN REGION HOSPITAL CEO
 39.0
.......................1.0 		      X     577,798 0 68,149
(23) WENDY CRAWFORD........................................................................
SVP/CHIEF HR & MKTG OFFICER
 39.0
.......................1.0 		      X     533,978 0 33,489
(24) GLYNN HOLLIS........................................................................
CHIEF INFORMATION OFFICER
 39.0
.......................1.0 		      X     249,549 0 28,955
(25) STEPHANIE JACKSON md........................................................................
SVP/CHIEF QUALITY OFFICER
 39.0
.......................1.0 		      X     465,546 0 77,872
(26) JOHN NEIL md........................................................................
SVP/CHIEF PHYSICIAN EXECUTIVE
 39.0
.......................1.0 		      X     646,147 0 114,431
(27) KIMBERLY POST........................................................................
SVP/CEO HOSPITALS/CCO
 39.0
.......................1.0 		      X     614,508 0 81,962
(28) DAVID PRICE........................................................................
NORTHERN REGION HOSPITAL CEO
 39.0
.......................1.0 		      X     391,846 0 52,521
(29) CHARLES SCULLY........................................................................
SVP/CIO (THRU 9/18)
 39.0
.......................1.0 		      X     444,209 0 -124,203
(30) RICHARD SILVER MD........................................................................
SVP/CEO, POP HEALTH & CCO
 39.0
.......................1.0 		      X     646,378 0 33,429
(31) DAVID RIZIK md........................................................................
MEDICAL DIRECTOR
 40.0
.......................0.0 		        X   976,965 0 36,079
(32) JAMES SWAIN md........................................................................
BARIATRIC SURGEON
 40.0
.......................0.0 		        X   843,981 0 26,493
(33) AMAR THOSANI md........................................................................
GI PHYSICIAN
 40.0
.......................0.0 		        X   726,822 0 38,641
(34) JOSEPH FARES md........................................................................
PHYSICIAN
 40.0
.......................0.0 		        X   714,407 0 32,147
(35) MEHUL PATEL md........................................................................
PHYSICIAN
 40.0
.......................0.0 		        X   712,350 0 46,291
(36) NATHAN ANSPACH........................................................................
FORMER CEO, PHYSICIAN NETWORK
 0.0
.......................0.0 		          X 500,261 0 0
(37) JON BARTLETT........................................................................
FORMER VP/CEO, HH JCL
 0.0
.......................0.0 		          X 455,000 0 0
(38) RHONDA FORSYTH........................................................................
FORMER PRESIDENT
 0.0
.......................0.0 		          X 891,912 0 0
(39) JOHN HARRINGTON JR........................................................................
Former SVP/CEO, DVMC
 0.0
.......................0.0 		          X 443,914 0 0
(40) ALAN KELLY........................................................................
FORMER SVP/CHIEF LEGAL OFFICER
 0.0
.......................0.0 		          X 111,465 0 0
(41) DAVID LAMPARTER........................................................................
FORMER VP/ENTERPRISE PROJ MGMT
 0.0
.......................0.0 		          X 486,063 0 0
(42) BRUCE PEARSON........................................................................
FORMER SVP/OPP STRAT & TRANS
 0.0
.......................0.0 		          X 571,818 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 15,088,937 0 780,797
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 MediumBullet1,365
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
AZ CENTER FOR HEMATOLOGY ONCOLOGY,
10460 N 92nd Street
Scottsdale,AZ85258 		Medical Services 19,239,437
DPR CONSTRUCTION,
222 N 44th Street
PHOENIX,AZ85034 		Construction Svcs 12,728,707
BARROW NEUROSURGICAL ASSOCIATES LTD,
2910 N 3RD AVENUE
Phoenix,AZ85013 		Medical Services 3,914,188
DEVENNEY GROUP LTD,
201 W Indian School Road
Phoenix,AZ85013 		Construction Svcs 3,285,214
INTEGRITY BUILDING CORP,
1150 N Country Club Drive
Mesa,AZ85021 		Construction Svcs 3,205,774
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet147
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 11,759,082
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$  
h Total. Add lines 1a-1f.......MediumBullet 11,759,082
Program Service RevenueAmt Business Code
2a Net patient Revenue 622110 1,881,002,900 1,881,002,900    
b PROGRAM SERVICE FEES 622110 26,864,169 26,864,169    
c Food Service Revenue 722514 9,005,348 9,005,348    
d ACO Revenue 900099 8,588,889 8,588,889    
e INTERCOMPANY RENT 900099 1,898,960 1,898,960    
f All other program service revenue. 29,079,868 29,079,868    
g Total. Add lines 2a–2f ....MediumBullet 1,956,440,134
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 22,386,719   17,535 22,369,184
4 Income from investment of tax-exempt bond proceedsMediumBullet 219,440     219,440
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   3,313,816
b Less: rental expenses    
c Rental income or (loss) 0 3,313,816
d Net rental income or (loss)......MediumBullet 3,313,816     3,313,816
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 4,891,674 182,434,160
b Less: cost or other basis and sales expenses 2,694,741 155,766,320
c Gain or (loss) 2,196,933 26,667,840
d Net gain or (loss).....MediumBullet 28,864,773     28,864,773
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
a 0
b Less: cost of goods sold ..b 0
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 2,022,983,964 1,956,440,134 17,535 54,767,213
Form 990 (2018)
Form 990 (2018)
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 6,434,651 6,434,651
2 Grants and other assistance to domestic individuals. See Part IV, line 22 0 0
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 0 0
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 8,442,973 0 8,442,973 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 1,234,092 214,284 1,019,808 0
7 Other salaries and wages 719,489,815 604,515,343 114,974,472 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 22,101,534 18,569,709 3,531,825 0
9 Other employee benefits ....... 86,557,574 72,725,674 13,831,900 0
10 Payroll taxes ........... 49,984,390 41,996,884 7,987,506 0
11 Fees for services (non-employees):        
a Management ...... 1,667,334 1,667,334 0 0
b Legal ......... 523,490 0 523,490 0
c Accounting ........... 1,531,150 0 1,531,150 0
d Lobbying ........... 211,895 211,895 0 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 1,764,885 0 1,764,885 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 160,371,856 134,744,433 25,627,423 0
12 Advertising and promotion .... 2,406,308 2,021,780 384,528 0
13 Office expenses ....... 18,218,821 15,307,453 2,911,368 0
14 Information technology ...... 32,867,258 27,615,070 5,252,188 0
15 Royalties .. 0 0 0 0
16 Occupancy ........... 35,688,257 29,985,274 5,702,983 0
17 Travel ............ 1,484,364 1,247,163 237,201 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0 0 0 0
19 Conferences, conventions, and meetings .... 0 0 0 0
20 Interest ........... 28,902,523 24,283,900 4,618,623 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 116,562,459 97,935,778 18,626,681 0
23 Insurance ... 9,042,416 7,597,438 1,444,978 0
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Medical Supplies 271,673,648 271,673,648    
b Pharmacy Supplies 171,345,865 171,345,865    
c Provider Tax 33,325,777 33,325,777    
d Repairs and Maintenance 25,409,829 21,349,338 4,060,491  
e All other expenses 56,795,083 47,719,229 9,075,854  
25 Total functional expenses. Add lines 1 through 24e 1,864,038,247 1,632,487,920 231,550,327 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
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 ........ 0 1 0
2 Savings and temporary cash investments ......... 96,710,460 2 191,583,752
3 Pledges and grants receivable, net ...... 4,256,107 3 5,326,943
4 Accounts receivable, net ............. 280,972,124 4 294,696,256
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
0 6 0
7 Notes and loans receivable, net .... 322,217 7 362,561
8 Inventories for sale or use ........ 54,257,176 8 58,111,865
9 Prepaid expenses and deferred charges ...... 11,453,367 9 12,477,039
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,971,862,698
b Less: accumulated depreciation 10b 1,170,437,900 801,755,505 10c 801,424,798
11 Investments—publicly traded securities . 737,214,106 11 633,890,663
12 Investments—other securities. See Part IV, line 11 ..... 62,676,836 12 96,721,763
13 Investments—program-related. See Part IV, line 11 .. 0 13 61,262,098
14 Intangible assets ............... 18,038,112 14 16,981,198
15 Other assets. See Part IV, line 11 ........... 83,061,935 15 85,855,416
16 Total assets. Add lines 1 through 15 (must equal line 34)... 2,150,717,945 16 2,258,694,352
Liabilities 17 Accounts payable and accrued expenses ..... 178,235,160 17 206,748,229
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 38,700,109 19 40,786,098
20 Tax-exempt bond liabilities ......... 641,174,681 20 627,408,959
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 .. 87,522,147 23 88,481,480
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 57,433,853 25 52,289,583
26 Total liabilities. Add lines 17 through 25.. 1,003,065,950 26 1,015,714,349
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 1,140,401,952 27 1,235,880,694
28 Temporarily restricted net assets ........... 3,875,696 28 3,724,962
29 Permanently restricted net assets 3,374,347 29 3,374,347
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 ........... 1,147,651,995 33 1,242,980,003
34 Total liabilities and net assets/fund balances ........ 2,150,717,945 34 2,258,694,352
Form 990 (2018)
Form 990 (2018)
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
2,022,983,964
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,864,038,247
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
158,945,717
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,147,651,995
5
Net unrealized gains (losses) on investments ...............
5
-68,025,969
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
-323,585
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
4,731,845
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,242,980,003
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
Yes
 
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
Yes
 
Form 990 (2018)
Form 990 (2018)
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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
Scottsdale Healthcare Hospitals
 
Employer identification number

86-0181654
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 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
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- 10 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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d 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 12a or 12b 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) 2018

Schedule A (Form 990 or 990-EZ) 2018
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
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 2018 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-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
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) 2018


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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
Scottsdale Healthcare Hospitals
 
Employer identification number

86-0181654
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
Scottsdale Healthcare Hospitals
  		Employer identification number
86-0181654
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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
Scottsdale Healthcare Hospitals
  		Employer identification number

86-0181654
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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
Scottsdale Healthcare Hospitals
  		Employer identification number

86-0181654
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) (2018)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
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
Scottsdale Healthcare Hospitals
 
Employer identification number

86-0181654
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 (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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) 2018

Schedule C (Form 990 or 990-EZ) 2018
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) 2015 (b) 2016 (c) 2017 (d) 2018 (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) 2018


Schedule C (Form 990 or 990-EZ) 2018
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
0
d
Mailings to members, legislators, or the public? .............................................................................
 
No
0
e
Publications, or published or broadcast statements? ...........................................................
 
No
0
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
5,000
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
142,208
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
0
i
Other activities? ...................................................................................................................
Yes
 
64,687
j
Total. Add lines 1c through 1i ....................................................................................................
211,895
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
SCHEDULE C, PART II-B, LINEs 1b and 1g THE SCOTTSDALE HEALTHCARE HOSPITALS (DBA HONORHEALTH) BOARD APPROVES AN ANNUAL ADVOCACY AGENDA WHICH OUTLINES PRIORITIES AND PROVIDES DIRECTION on healthcare-related issues. HONORHEALTH ENGAGED ONE INDEPENDENT CONTRACTOR TO PROVIDE LOBBYING SUPPORT SERVICES AT THE FEDERAL, STATE AND LOCAL LEVEL IN SUPPORT OF ITS MISSION. ADDITIONALLY, A PORTION OF HONORHEALTH'S VP OF GOVERNMENT & COMMUNITY AFFAIRS TIME IS DEDICATED TO ADVANCING HONORHEALTH'S PRIORITIES BY REGULARLY MEETING WITH REPRESENTATIVES OF THE FEDERAL AGENCIES, THE UNITED STATES CONGRESS, THE ARIZONA STATE LEGISLATURE, THE GOVERNOR'S OFFICE, THE ARIZONA DEPARTMENT OF HEALTH SERVICES AND CITY GOVERNMENT.
SCHEDULE C, PART II-B, LINE 1F HONORHEALTH GRANTED $5,000 TO OTHER ORGANIZATIONS IN FURTHERANCE OF ITS MISSION TO PROVIDE HEALTH CARE, RESOURCES, & COMMUNITY PROGRAMS THAT BENEFIT THE UNDERSERVED.
SCHEDULE C, PART II-B, LINE 1I HONORHEALTH PAYS MEMBERSHIP DUES TO MEMBER ASSOCIATIONS. A PORTION OF THESE DUES, $64,687, IS ATTRIBUTABLE TO LOBBYING EXPENSES FOR HEALTHCARE ISSUES AND INCLUDED IN THE AMOUNT REPORTED ON LINE 1I.
Schedule C (Form 990 or 990EZ) 2018


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.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Scottsdale Healthcare Hospitals
 
Employer identification number

86-0181654
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 7/25/06, 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) 2018

Schedule D (Form 990) 2018
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 ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages 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)
 
 
(ii) related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" 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 .....   111,553,615 111,553,615
b Buildings .... 0 526,329,105 292,097,342 234,231,763
c Leasehold improvements   44,495,393 21,313,406 23,181,987
d Equipment ....   1,200,236,398 820,375,504 379,860,894
e Other .....   89,248,187 36,651,648 52,596,539
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 801,424,798
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' 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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
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
Rate Swap 26,133,153
Deferred Comp Reserve 22,077,437
OTHER LIABILITIES 2,303,387
ARIZONA CENTER FOR CANCER CARE 1,572,500
CAPITAL LEASE 203,106
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 52,289,583
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) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED ITS INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
Schedule D (Form 990) 2018


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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Scottsdale Healthcare Hospitals
 
Employer identification number

86-0181654
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
Central America and the Caribbean     Program Services CAPTIVE INSURANCE 10,825,424
Central America and the Caribbean     Investments   33,942,579
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     44,768,003
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     44,768,003
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
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)		 (c) Region (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) 2018
Schedule F (Form 990) 2018Page 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) 2018
Schedule F (Form 990) 2018
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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
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, COLUMN (F) THE AMOUNT REPORTED IN COLUMN (F) IS DETERMINED BASED ON THE ACCRUAL METHOD OF ACCOUNTING.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2018
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 Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Scottsdale Healthcare Hospitals
 
Employer identification number

86-0181654
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

 

No
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) . . . 		    53,820,642 0 53,820,642 2.890 %
b Medicaid (from Worksheet 3, column a) . . . . .     302,667,530 160,159,015 142,508,515 7.650 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     356,488,172 160,159,015 196,329,157 10.540 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     1,207,175 6,740 1,200,435 0.060 %
f Health professions education (from Worksheet 5) . . .     17,745,021 0 17,745,021 0.950 %
g Subsidized health services (from Worksheet 6) . . . .     1,912   1,912 0 %
h Research (from Worksheet 7) .     1,473,309   1,473,309 0.080 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     6,782,034   6,782,034 0.360 %
j Total. Other Benefits . .     27,209,451 6,740 27,202,711 1.450 %
k Total. Add lines 7d and 7j .     383,697,623 160,165,755 223,531,868 11.990 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development     3,750   3,750 0 %
3 Community support     3,750   3,750 0 %
4 Environmental improvements     700,758   700,758 0.040 %
5 Leadership development and
training for community members		     15,450   15,450 0 %
6 Coalition building     1,989,797   1,989,797 0.110 %
7 Community health improvement advocacy     13,050   13,050 0 %
8 Workforce development     145,137   145,137 0.010 %
9 Other            
10 Total     2,871,692   2,871,692 0.160 %
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
 
No
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
13,706,570
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
5,647,107
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
336,515,126
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
359,556,910
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-23,041,784
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 %
1SLCS LLC thru 718
  		HEALTHCARE 51 %   49 %
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
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?7Name, 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 HONORHEALTH SCOTTSDALE SHEA MED CTR
9003 E SHEA BOULEVARD
Scottsdale,AZ85260
WWW.HONORHEALTH.COM
H0154 		X X   X   X X     A
2 HONORHEALTH SCOTTSDALE OSBORN MED CTR
7400 E OSBORN ROAD
scottsdale,AZ85251
WWW.HONORHEALTH.COM
H0107 		X X   X     X     A
3 HONORHEALTH JOHN C LINCOLN MED CTR
250 E DUNLAP AVENUE
PHOENIX,AZ85020
WWW.HONORHEALTH.COM
H0077 		X X   X     X     A
4 HONORHEALTH DEER VALLEY MED CTR
19829 N 27TH AVENUE
PHOENIX,AZ85027
WWW.HONORHEALTH.COM
H0167 		X X         X     A
5 HONORHEALTH SCOTTSDALE THOMPSON PEAK
7400 E THOMPSON PEAK PKWY
SCOTTSDALE,AZ85255
WWW.HONORHEALTH.COM
H4267 		X X         X     A
6 HONORHEALTH REHABILITATION HOSPITAL
8850 E PIMA CENTER PKWY
SCOTTSDALE,AZ85258
www.honorhealth-rehab.com
SH5682 		X               SPECIALTY CARE - REHABILITATION  
7 HONORHEALTH GREENBAUM SPECIALTY SURG
3535 N SCOTTSDALE ROAD
SCOTTSDALE,AZ85251
WWW.HONORHEALTH.COM
SH3394 		X X               A
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
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)
A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		 
Yes 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 18
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   No
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   No
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 19
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10   No
a If "Yes" (list url):  
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b Yes  
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) 2018
Schedule H (Form 990) 2018
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
A
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 Was widely publicized 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
SEE SCHEDULE H, PART V, SECTION C
b
SEE SCHEDULE H, PART V, SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 6
Part VFacility Information (continued)

Billing and Collections
A
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
A
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2018
Schedule H (Form 990) 2018
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)
HONORHEALTH REHABILITATION HOSPITAL
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): 		6
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 18
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   No
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   No
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 19
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10   No
a If "Yes" (list url):  
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b Yes  
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) 2018
Schedule H (Form 990) 2018
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
HONORHEALTH REHABILITATION HOSPITAL
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 Was widely publicized 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
SEE SCHEDULE H, PART V, SECTION C
b
SEE SCHEDULE H, PART V, SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 6
Part VFacility Information (continued)

Billing and Collections
HONORHEALTH REHABILITATION HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
HONORHEALTH REHABILITATION HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2018
Schedule H (Form 990) 2018
Page 8
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, 16j, 18e, 19e, 20e, 21c, 21d, 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
A SINGLE SCHEDULE H, PART V, SECTION B WAS COMPLETED FOR FACILITY REPORTING GROUP A. THE FOLLOWING HOSPITAL FACILITIES ARE INCLUDED IN FACILITY REPORTING GROUP A (LINES 1-5, AND 7): 1. HONORHEALTH SCOTTSDALE SHEA MEDICAL CENTER 2. HONORHEALTH SCOTTSDALE OSBORN MEDICAL CENTER 3. HONORHEALTH JOHN C. LINCOLN MEDICAL CENTER 4. HONORHEALTH DEER VALLEY MEDICAL CENTER 5. HONORHEALTH SCOTTSDALE THOMPSON PEAK MEDICAL CENTER 7. HONORHEALTH GREENBAUM SURGICAL SPECIALTY HOSPITAL THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 3E APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP A AND HONORHEALTH REHABILITATION HOSPITAL: THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND ARE IDENTIFIED THROUGH THE Community Health Needs Assessments (CHNA).
THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 5 APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP A AND HONORHEALTH REHABILITATION HOSPITAL: HONORHEALTH CONTRACTED WITH SG2, WESTGROUP RESEARCH AND SURVEY SAMPLE INTERNATIONAL TO CONDUCT THE PRIMARY RESEARCH. COMMUNITY INPUT WAS PROVIDED BY A BROAD RANGE OF COMMUNITY MEMBERS THROUGH THE USE OF KEY INFORMANT INTERVIEWS, FOCUS GROUPS, AND A MULTI-MODAL CONSUMER SURVEY OF 571 COMMUNITY RESIDENTS. INDIVIDUALS WITH KNOWLEDGE, INFORMATION, AND EXPERTISE RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY WERE CONSULTED. THESE INDIVIDUALS INCLUDED REPRESENTATIVES FROM STATE OR COUNTY PUBLIC HEALTH DEPARTMENTS AS WELL AS LEADERS, REPRESENTATIVES AND MEMBERS OF VULNERABLE POPULATIONS (INCLUDING MEDICALLY UNDERSERVED, LOW INCOME, OR MINORITY POPULATIONS) AND OTHER INDIVIDUALS WITH STRONG EXPERTISE OF LOCAL HEALTH NEEDS. FURTHERMORE, TO ENSURE INPUT FROM COMMUNITY MEMBERS AS WELL AS VULNERABLE POPULATIONS, A MULTI-MODAL SURVEY WAS DISTRIBUTED THROUGH A TARGETED AUDIENCE PANEL AS WELL AS IN PERSON AT VARIOUS KEY COMMUNITY HEALTH ACCESS POINTS. KEY INFORMANT INTERVIEWS SG2 CONDUCTED PRIMARY RESEARCH VIA KEY INFORMANT INTERVIEWS WITH 19 INDIVIDUALS FROM VARIOUS ORGANIZATIONS. KEY INFORMANTS INCLUDED COMMUNITY AND PUBLIC HEALTH REPRESENTATIVES FROM ORGANIZATIONS SUCH AS MARICOPA COUNTY DEPARTMENT OF PUBLIC HEALTH, WASHINGTON ELEMENTARY SCHOOL DISTRICT, VITALYST HEALTH FOUNDATION, ARIZONA ALLIANCE FOR COMMUNITY HEALTH CENTERS, NEIGHBORHOOD OUTREACH TO ACCESS HEALTH (NOAH), HONORHEALTH, AND OTHERS. EXPERTS WERE INTERVIEWED IN PERSON OR BY TELEPHONE FOR APPROXIMATELY ONE HOUR. EXPERTS WERE ASKED TO IDENTIFY THE TOP NEEDS OF THEIR CONSTITUENCIES, INCLUDING SPECIFIC POPULATIONS, COMMUNITIES, OR AREAS WITH GREATER HEALTH NEEDS; DRIVERS OF HEALTH NEEDS, INCLUDING SOCIAL DETERMINANTS OF HEALTH; BARRIERS TO ACCESSING HEALTH CARE; AND SUGGESTED SOLUTIONS FOR THE HEALTH NEEDS THEY IDENTIFIED, INCLUDING EXISTING RESOURCES, DEVELOPMENT OF NEW RESOURCES, OR COMMUNITY PARTNERSHIPS. STAKEHOLDERS WITHIN HONORHEALTH WERE ASKED ADDITIONAL QUESTIONS PERTAINING TO THEIR FACILITY OR SYSTEM ROLE, INCLUDING AVAILABLE SERVICES, GAPS IN SERVICES, BARRIERS PATIENTS ENCOUNTER WHEN SEEKING CARE, AND CURRENT AND HISTORICAL EFFORTS BY THE FACILITY TO ADDRESS HEALTH DISPARITIES. FOCUS GROUPS WESTGROUP RESEARCH CONDUCTED FOUR FOCUS GROUP SESSIONS TO GAIN FURTHER COMMUNITY INPUT FROM RESIDENTS ABOUT THEIR HEALTH NEEDS, PERCEIVED BARRIERS TO ACCESS, AND AWARENESS OF COMMUNITY RESOURCES. THE DISCUSSION INCLUDED THE IDENTIFICATION OF CHARACTERISTICS NEEDED FOR A COMMUNITY TO BE HEALTHY, IMPORTANT HEALTH NEEDS IN EACH GEOGRAPHIC COMMUNITY, AWARENESS AND ACCESSIBILITY OF RESOURCES AVAILABLE TO ADDRESS THOSE NEEDS, AND THE ROLE OF THE HEALTHCARE ORGANIZATION IN ADDRESSING UNMET NEEDS. FOCUS GROUP PARTICIPANTS WERE RECRUITED TO ENSURE GEOGRAPHICAL REPRESENTATION ACROSS THE THREE COMMUNITIES AS WELL AS THE NOAH (NEIGHBORHOOD OUTREACH ACCESS TO HEALTH) SERVICE AREA. FURTHERMORE, DEMOGRAPHIC CHARACTERISTICS SUCH AS AGE, HOUSEHOLD INCOME, AND PRIMARY LANGUAGE SPOKEN WERE USED TO TARGET SIGNIFICANT POPULATIONS ACROSS EACH FOCUS GROUP AND TO SURVEY DIFFERENCES IN HEALTH NEEDS BASED ON RESPONDENT SOCIOECONOMIC FACTORS. THE FOCUS GROUPS INCLUDED COMMUNITY MEMBERS THAT WERE FROM LOW-INCOME AND POTENTIALLY MEDICALLY UNDERSERVED AREAS, AS WELL AS THOSE THAT MAY BE LINGUISTICALLY ISOLATED, UNDERINSURED OR UNINSURED. ADDITIONALLY, ONE FOCUS GROUP WAS CONDUCTED IN SPANISH TO ENSURE INCLUSION OF SPANISH-SPEAKERS ACROSS THE COMMUNITIES SERVED BY HONORHEALTH AND NOAH. CONSUMER SURVEY A MULTI-MODAL COMMUNITY HEALTH NEEDS SURVEY INSTRUMENT WAS DEVELOPED AND DISTRIBUTED ONLINE AND VIA HARD COPY IN PERSON. THE APPENDIX CONTAINS A DETAILED SUMMARY OF THE SURVEY FINDINGS, RESPONDENT DEMOGRAPHICS, AND QUESTIONNAIRE USED. ONLINE SURVEY AN ONLINE SURVEY TO RESPONDENTS LIVING WITHIN THE HONORHEALTH AND NOAH SERVICE AREAS WAS ADMINISTERED. THE SURVEY SAMPLE WAS CENSUS-BALANCED BY AGE AND GENDER TO ENSURE A RELATIVELY REPRESENTATIVE SAMPLE OF THE POPULATION (ADULTS AGED 18+), CONSISTING OF 389 RESPONSES. IN-PERSON SURVEY IN ORDER TO ENSURE COMMUNITY INPUT FROM INDIVIDUALS THAT MAY LACK THE MEANS OR ABILITY TO ACCESS THE INTERNET, INCLUDING VULNERABLE OR DISADVANTAGED POPULATIONS, A CONDENSED PAPER SURVEY WAS DISTRIBUTED IN PERSON AT VARIOUS COMMUNITY HEALTH ACCESS POINTS WITHIN THE COMMUNITY. THE SURVEY WAS OFFERED IN ENGLISH AND SPANISH TO BE AS INCLUSIVE OF COMMUNITY RESIDENTS AS POSSIBLE WITH 182 COMPLETED RESPONSES RECEIVED. WRITTEN COMMENTS HONORHEALTH PUBLISHED THE PREVIOUS CHNA ONLINE AND PROVIDED THE PUBLIC AN OPPORTUNITY TO SUBMIT QUESTIONS OR FEEDBACK BY EMAILING COMMUNITYBENEFIT@HONORHEALTH.COM. AT THE TIME OF THIS CHNA REPORT, HONORHEALTH HAS NOT RECEIVED ANY WRITTEN COMMENTS. HONORHEALTH WILL CONTINUE TO TRACK ANY FEEDBACK TO ENSURE RELEVANT INPUT IS CONSIDERED AND ADDRESSED.
THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 7A APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP A: THE 2018 COMMUNITY HEALTH NEEDS ASSESSMENT IS AVAILABLE AT THE FOLLOWING WEBSITE: HTTPS://WWW.HONORHEALTH.COM/COMMUNITY/COMMUNITY-BENEFIT/COMMUNITY-HEALTH-N EEDS-ASSESSMENT THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 7A APPLIES TO HONORHEALTH REHABILITATION HOSPITAL: THE 2018 COMMUNITY HEALTH NEEDS ASSESSMENT IS AVAILABLE AT THE FOLLOWING WEBSITE: https://www.honorhealth-rehab.com/about/
THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 11 APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP A AND HONORHEALTH REHABILITATION HOSPITAL: HONORHEALTH IDENTIFIED 5 NEEDS AT ALL LICENSED FACILITIES: -Mental Health (including substance abuse and homelessness) -Access to Care -Chronic Diseases -Access to Healthy Food/Food Insecurity -Maternal and Child Health (including domestic violence) HONORHEALTH ALIGNED THE IMPLEMENTATION STRATEGY WITH THE ORGANIZATIONS STRATEGIC PLAN. THE IMPLEMENTATION STRATEGY WAS APPROVED BY THE BOARD OF DIRECTORS FOR HONORHEALTH ON APRIL 23, 2019. TO ADDRESS THE MENTAL HEALTH NEEDS OF THE COMMUNITY, HONORHEALTH IS WORKING WITH LOCAL PARTNERS, INCLUDING NOAH AND CIRCLE THE CITY, TO ENSURE PATIENTS ARE RECEIVING TIMELY REFERRALS FOR BEHAVIORAL AND SUBSTANCE ABUSE SERVICES. HONORHEALTH IS ALSO WORKING WITH THE MEDICAL GROUP TO IMPROVE EARLY DETECTION OF DEPRESSION THROUGH THE ROUTINE ADMINISTRATION OF THE PHQ-9 QUESTIONNAIRE. HONORHEALTH ALSO CONTINUES TO PROVIDE SERVICES THROUGH THE ADULT DAY HEALTHCARE AT DESERT MISSION. TO IMPROVE ACCESS TO CARE, HONORHEALTH IS WORKING WITH NOAH AND CIRCLE THE CITY TO IMPROVE FOLLOWUP CARE POST DISCHARGE FOR PATIENTS WITHOUT A PRIMARY CARE PROVIDER. WORK WILL ALSO FOCUS ON PREVENTING AVOIDABLE READMISSIONS. TO REDUCE INAPPROPRIATE HOSPITAL UTILIZATION, HONORHEALTH IS EXPANDING BOTH TELEMEDICINE CAPABILITIES AND URGENT CARE LOCATIONS FOR LOW ACUITY EMERGENT HEALTHCARE NEEDS. TO ADDRESS BOTH THE ACCESS AND MENTAL HEALTH CARE NEEDS OF HONORHEALTH COMMUNITY MEMBERS, HONORHEALTH IS DEVELOPING A NEW BEHAVIORAL HEALTH HOSPITAL. THIS WILL INCREASE THE NUMBER OF INPATIENT BEDS WITHIN MARICOPA COUNTY AND DECREASE THE TIME TO SERVICE FOR BEHAVIORAL HEALTHCARE PATIENTS. TO MEET THE CHRONIC DISEASE HEALTHCARE NEEDS OF HONORHEALTH COMMUNITY MEMBERS, HONORHEALTH WILL WORK WITH NOAH TO ENSURE PATIENTS ARE RECEIVING TIMELY SCREENINGS FOR CHRONIC DISEASES. HONORHEALTH WILL ALSO WORK WITH INNOVATION CARE PARTNERS AND WITH CASE MANAGEMENT TO BETTER MANAGE CHRONIC DISEASE PATIENTS BY ASSISTING PATIENTS BEING DISCHARGED WITH TRANSITIONAL CARE. HONORHEALTH HAS A LONG HISTORY OF ADDRESSING FOOD INSECURITY WITH ITS COMMUNITY MEMBERS. HONORHEALTH WILL CONTINUE TO PROVIDE SERVICES THROUGH its DESERT MISSION FOOD BANK BY PROVIDING SNACK PACKS FOR LOW-INCOME CHILDREN, EMERGENCY FOOD BOXES, NUTRITION CLASSES, AND FOOD BOXES TO SENIOR CENTERS. HONORHEALTH, ALONG WITH NOAH, WILL SCREEN PATIENTS FOR FOOD INSECURITY AND CONNECT IDENTIFIED PATIENTS TO RESOURCES. HONORHEALTH ALSO HAS A FARMSTAND PROGRAM THAT IS OPEN TO EMPLOYEES AND COMMUNITY MEMBERS. THE PROGRAM OFFERS FRESH, LOCAL PRODUCE AT AFFORDABLE PRICES. HONORHEALTH WILL ALSO ADDRESS FOOD INSECURITY THROUGH CONTINUAL SUPPORT OF COMMUNITY GARDENS. TO ADDRESS THE MATERNAL AND CHILD HEALTHCARE NEEDS, HONORHEALTH OFFERS EARLY CHILDHOOD EDUCATION AT THE LINCOLN LEARNING CENTER. HonorHealth will also offer trauma outreach classes at local schools focusing on healthy behaviors to prevent pediatric trauma by improving awareness of alcohol, drugs, risk taking behaviors, seatbelt usage and distracted driving. THROUGH its FORENSIC NURSE EXAMINER PROGRAM, HONORHEALTH WILL PROVIDE FORENSIC EXAMS AND SCREEN FOR HUMAN TRAFFICKING IN ADDITION TO SCREENING WOMEN FOR MENTAL HEALTH NEEDS. FINALLY, HONORHEALTH WILL DEVELOP A MIDWIFE PROGRAM TO MEET THE DEMANDS OF THE COMMUNITY. WHILE STILL IMPORTANT TO COMMUNITY HEALTH, OTHER IDENTIFIED NEEDS RECEIVED LOWER PRIORITY SCORES FROM SYSTEM AND COMMUNITY LEADERSHIP, DUE IN PART TO A LACK OF ALIGNMENT WITH HONORHEALTHS RESOURCES, SERVICE OFFERINGS, OR VISION AS A HEALTHCARE PROVIDER. AS SUCH, THESE NEEDS WILL NOT BE ADDRESSED DIRECTLY BY HONORHEALTH. HOWEVER, HONORHEALTH WILL CONTINUE TO REFER COMMUNITY MEMBERS TO APPROPRIATE EXISTING COMMUNITY RESOURCES TO MEET THESE NEEDS, WHICH INCLUDE UNINTENTIONAL INJURY, POVERTY, VACCINE-PREVENTABLE DISEASE, EARLY CHILDHOOD EDUCATION, SEXUAL HEALTH, ACCESS TO DENTAL CARE, PUBLIC TRANSPORTATION AND LANGUAGE BARRIERS.
THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINES 16A, 16B AND 16C APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP A: THE FINANCIAL ASSISTANCE POLICY (FAP), APPLICATION, AND A PLAIN LANGUAGE SUMMARY OF THE FAP ARE AVAILABLE AT THE FOLLOWING WEBSITE: HTTPS://WWW.HONORHEALTH.COM/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE-POLICY THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINES 16A, 16B AND 16C APPLIES TO HONORHEALTH REHABILITATION HOSPITAL: https://www.honorhealth-rehab.com/referral-sources/financial-assistance/
THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 16J APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP A AND HONORHEALTH REHABILITATION HOSPITAL: ALL PATIENTS ARE PROVIDED A THOROUGH EXPLANATION OF: (1) THE DOCUMENTATION REQUIRED TO BE CONSIDERED FOR FINANCIAL ASSISTANCE, (2) THE GUIDELINES ON THE PROGRAM, AND (3) THE PERCENTAGE DISCOUNTS AVAILABLE BASED ON FAMILY SIZE, INCOME AND BALANCE OF THE ACCOUNT.
THE FOLLOWING DESCRIPTION FOR SCHEDULE H, PART V, SECTION B, LINE 20e APPLIES TO ALL HOSPITAL FACILITIES INCLUDED IN FACILITY REPORTING GROUP A AND HONORHEALTH REHABILITATION HOSPITAL: The hospital facilities no longer engage in any ECAS and Have cancelled all credit bureau reporting in 2018.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 9
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?97
Name and address Type of Facility (describe)
1 HonorHealth Heart Group - Shea
10101 N 92nd Street Suite 101
Scottsdale,AZ85258 		Cardiology
2 HonorHealth Heart Institute - JCL
9250 N 3rd Street Suite 3010
Phoenix,AZ85020 		Cardiology
3 HonorHealth Med Group-Saguaro Lab Dept
18404 N Tatum Boulevard Suite 101
Phoenix,AZ85032 		Lab
4 HonorHealth Gastroenterology-N Valley
19646 N 27th Avenue Suite 201
Phoenix,AZ85027 		Gastroenterology
5 HonorHealth Medical Group-Saguaro
18404 N Tatum Boulevard Suite 101
Phoenix,AZ85032 		Primary Care
6 HonorHealth Phoenix Neurological
5090 N 40th Street 250
Phoenix,AZ85018 		Neurological
7 HonorHealth Heart Institute - Arrowhead
6220 W Bell Road Suite 120
Glendale,AZ85308 		Cardiology
8 HonorHealth Gastroenterology-Shea
10210 N 92nd Street Suite 202
Scottsdale,AZ85258 		Gastroenterology
9 BHRC - Breast Imaging Specialists AZ
19646 N 27th Avenue Suite 205
Phoenix,AZ85027 		Medical Imaging
10 HonorHealth Gastroenterology-Thompson Pk
20401 N 73rd Street Suite 210
Scottsdale,AZ85255 		Gastroenterology
11 HonorHealth Medical Group-Thompson Peak
20401 N 73rd Street Suite 105
Scottsdale,AZ85255 		Primary Care
12 HonorHealth Medical Group - Gavilan Peak
3648 W Anthem Way Building A-100
Anthem,AZ85086 		Primary Care
13 HonorHealth Medical Group-McKellips
1124 E McKellips Road Suite 110
Mesa,AZ85203 		Primary Care
14 HonorHealth Medical Group-Arcadia 100
4840 E Indian School Road 100
Phoenix,AZ85018 		Primary Care
15 HonorHealth Gastroenterology - Osborn
3501 N Scottsdale Road Suite 320
Scottsdale,AZ85251 		Gastroenterology
16 HonorHealth Medical Group-West Bell
6220 W Bell Road Suite 100
Glendale,AZ85308 		Primary Care
17 HonorHealth Surgical & Trauma Specialist
7351 E Osborn Road Suite 200B
Scottsdale,AZ85251 		Surgical and Trauma
18 HonorHealth Medical Group-Deer Valley
19636 N 27th Avenue Suite 308
Phoenix,AZ85027 		Primary Care
19 HonorHealth Medical Group-W Union Hills
6320 W Union Hills Dr Bldg B Ste
Glendale,AZ85308 		Primary Care
20 HonorHealth Bariatric Center
10210 N 92nd Street Suite 101
Scottsdale,AZ85258 		Bariatric Care
21 HonorHealth Medical Group-Mescal
10900 N Scottsdale Road Suite 603
Scottsdale,AZ85254 		Primary Care
22 HonorHealth Medical Group-Indian School
4131 N 24th Street Suite B-102
Phoenix,AZ85016 		Primary Care
23 HonorHealth Vascular Surgery
7351 E Osborn Road Suite 200B
Scottsdale,AZ85251 		Vascular
24 HonorHealth Medical Group-Osborn
7351 E Osborn Road Suite 100
Scottsdale,AZ85251 		Primary Care
25 HonorHealth Medical Group-North Phoenix
9100 N 2nd Street Suite 121
Phoenix,AZ85020 		Primary Care
26 HonorHealth Medical Group-Del Lago
10230 W Happy Valley Parkway
Peoria,AZ85383 		Primary Care
27 HonorHealth Medical Group - Shea
10301 N 92nd Street Suite B201
Scottsdale,AZ85258 		Primary Care
28 HonorHealth Medical Group-Dynamite
4712 E Dynamite boulevard
Cave Creek,AZ85331 		Primary Care
29 HonorHealth Med Grp-McDowell Mtn Ranch
10419 E McDowell Mtn Ranch Rd Ste
Scottsdale,AZ85255 		Primary Care
30 HonorHealth Medical Group-West Tempe
1626 S Priest Drive Suite 104
Tempe,AZ85281 		Primary Care
31 HonorHealth Med Group-Paradise Valley
5010 E Shea Blvd Suite D100
Scottsdale,AZ85254 		Primary Care
32 HonorHealth Medical Group-Cave Creek
20330 N Cave Creek Road Suite 160
Phoenix,AZ85024 		Primary Care
33 HonorHealth Medical Group-Hatcher
9327 N 3rd Street Suite 100
Phoenix,AZ85020 		Primary Care
34 HonorHealth Medical Group-North Peoria
21681 N 77th Avenue Suite 1410
Peoria,AZ85382 		Primary Care
35 HonorHealth Medical Group-Tramonto
34975 N North Valley Parkway Suit
Phoenix,AZ85086 		Primary Care
36 HonorHealth Osborn Spine Center
3621 N Wells Fargo Avenue
Scottsdale,AZ85251 		Spine
37 HonorHealth Medical Group-27th Avenue
19841 N 27th Avenue Suite 101
Phoenix,AZ85027 		Primary Care
38 HonorHealth Medical Group - South Tempe
1761 E Warner Road Suite 2
Tempe,AZ85284 		Primary Care
39 HonorHealth ENT
9250 N 3rd Street Suite 2030
Phoenix,AZ85020 		ENT
40 HonorHealth Heart Institute - Tatum
18404 N Tatum BOULEVARD Suite 201
Phoenix,AZ85032 		Cardiology
41 HonorHealth Medical Group - Carefree
34525 N Scottsdale Road
Scottsdale,AZ85266 		Primary Care
42 HonorHealth Medical Group - Jomax
10900 N Scottsdale Road Suite 603
Scottsdale,AZ85254 		Primary Care
43 HonorHealth Neurology - Shea
10250 N 92nd Street 304
Scottsdale,AZ85258 		Neurological
44 HonorHealth Pulmonology
9100 N 2nd Street Suite 121
Phoenix,AZ85020 		pulmonology
45 HonorHealth Medical Group-W Thunderbird
9191 W Thunderbird Road Suite D-1
Peoria,AZ85381 		Primary Care
46 HonorHealth Medical Group-Marina Heights
450 E Rio Salado Pkwy Suite 110
Tempe,AZ85281 		Primary Care
47 HonorHealth Inpatient Psychiatry
10250 N 92nd Street Suite 304
Scottsdale,AZ85258 		Inpatient Psychiatry
48 HonorHealth Medical Group-Behavioral Med
4131 N 24th Street Suite B-102
Phoenix,AZ85016 		Behavioral Medicine
49 HonorHealth Medical Group - Bethany Home
1515 E Bethany Home Road 120A
Phoenix,AZ85014 		Primary Care
50 HonorHealth Neurology - John C Lincoln
250 E DUNLAP AVEnue
Phoenix,AZ85020 		Neurological
51 HonorHealth Rheumatology
6220 W Bell Road Ste 130
Glendale,AZ85308 		Rheumatology
52 HonorHealth Med Grp-Urgent Care Gavilan
3648 W Anthem Way Building A-100C
Anthem,AZ85086 		Urgent Care
53 HonorHealth Med Gr-Urgent Care W Bell Rd
6220 West Bell Road Suite 100C
Glendale,AZ85308 		Urgent Care
54 HonorHealth Medical Group-Seventh Street
5333 N Seventh Street Suite 305B
Phoenix,AZ85014 		Primary Care
55 HonorHealth Med Gr - Urgent Care Saguaro
18404 N Tatum Boulevard Suite 101
Phoenix,AZ85032 		Urgent Care
56 HonorHealth Med grp-urgent care del lago
10230 W Happy Valley Parkway ste
Peoria,AZ85383 		Urgent Care
57 HonorHealth Anthem Radiology
3648 W Anthem Way Bldg A-100
Anthem,AZ85086 		radiology
58 HonorHealth Audiology
18404 N Tatum Blvd Suite 101
Phoenix,AZ85032 		audiology
59 HonorHealth Heart Institute -Deer Valley
19829 N 27TH AVEnue
PHOENIX,AZ85027 		Cardiology
60 HonorHealth Physical Medicine and Rehab
various locations
Phoenix,AZ85016 		Rehab
61 HonorHealth Med Gr-Urg Care Bethany Home
1515 E Bethany Home Road 120B
Phoenix,AZ85014 		Urgent Care
62 HonorHealth Medical Group - Moon Valley
750 E Thunderbird Road Suite 3
Phoenix,AZ85022 		Primary Care
63 HonorHealth Medical Group-Chaparral
5111 N Scottsdale Road 143
Scottsdale,AZ85250 		Primary Care
64 HonorHealth Med Gr-Radiology Bethany hm
1515 E Bethany Home Road 120C
Phoenix,AZ85014 		radiology
65 HonorHealth Medical Group-Tatum
18404 N Tatum Boulevard Suite 102
Phoenix,AZ85032 		Primary Care
66 HonorHealth VGPCCN - Avondale
10320 W McDowell Building H
Avondale,AZ85392 		Oncology
67 HonorHealth VGPCCN - Glendale
5750 W Thunderbird suite C300
Glendale,AZ85306 		Oncology
68 HonorHealth VGPCCN - Gilbert
3645 S Rome Street suite 209
Gilbert,AZ85297 		Oncology
69 HonorHealth VGPCCN - Chandler
1110 S Dobson road suite 1
Chandler,AZ85286 		Oncology
70 HonorHealth VGPCCN - South Scottsdale
3501 N Scottsdale road suite 300
Scottsdale,AZ85251 		Oncology
71 HonorHealth VGPCCN - North Scottsdale
21803 N Scottsdale road suite 110
Scottsdale,AZ85255 		Oncology
72 HonorHealth VGPCCN - JCL
9250 E Third Street suite 3010
Phoenix,AZ85020 		Oncology
73 HonorHealth VGPCCN - Deer Valley
19646 N 27th avenue suite 301
Phoenix,AZ85027 		Oncology
74 HonorHealth VGPCCN - Midtown
4131 n 24th Street suite B102
Phoenix,AZ85016 		Oncology
75 HonorHealth VGPCCN - Anthem
3468 W Anthem Way
Anthem,AZ85086 		Oncology
76 HonorHealth VGPCCN - Wickenburg
519 Rose Lane
Wickenburg,AZ85390 		Oncology
77 HonorHealth VGPCCN - Fountain Hills
16838 E Palisades Blvd Suite 152A
Fountain Hills,AZ85268 		Oncology
78 HonorHealth VGPCCN - Mesa
1124 E McKellips Road Suite 110
MESA,AZ85203 		Oncology
79 HonorHealth VGPCCN - Shea
9003 E Shea Boulevard
SCOTTSDALE,AZ85260 		Oncology
80 HonorHealth VGPCCN - Surprise
14674 W Mountain View Suite 105
Surprise,AZ85374 		Oncology
81 HonorHealth VGPCCN - Pinnacle
9055 E Del Camino Drive Suite 100
Scottsdale,AZ85258 		Oncology
82 North Valley Surgery Center
8901 E Raintree Drive Suite 100
Scottsdale,AZ85258 		Surgery Center
83 Biltmore Surgical Center
2222 E Highland avenue Suite 100
Phoenix,AZ85016 		Surgery Center
84 Paramount Surgery Center
1114 S Higley road Suite 101
Mesa,AZ85206 		Surgery Center
85 Scottsdale Medical Imaging MTV
9220 E Mountain View road Suite 1
Scottsdale,AZ85258 		Medical Imaging
86 Scottsdale Medical Imaging TPK
20201 N Scottsdale Healthcare Ste
Scottsdale,AZ85255 		Medical Imaging
87 Scottsdale Medical Imaging SIC
3501 N Scottsdale road Suite 130
Scottsdale,AZ85251 		Medical Imaging
88 Scottsdale Medical Imaging TAS
10575 N Tatum blvd Suite C-128
Paradise Valley,AZ85253 		Medical Imaging
89 Scottsdale Medical Imaging Gilbert Mercy
3645 S Rome street Suite 101
Gilbert,AZ85297 		Medical Imaging
90 Scottsdale Medical Imaging - N Highland
2222 E Highland avenue Suite 120
Phoenix,AZ85016 		Medical Imaging
91 Scottsdale Medical Imaging TC
7301 E 2nd street Suite 112
Scottsdale,AZ85251 		Medical Imaging
92 Scottsdale Medical Imaging FH
16838 E Palisades boulevard Suite
Fountain Hills,AZ85268 		Medical Imaging
93 Scottsdale Medical Imaging NMRI
9003 E Shea boulevard
Scottsdale,AZ85258 		Medical Imaging
94 Scottsdale Medical Imaging DSR
20940 N Tatum Blvd Bldg B Ste 39
Scottsdale,AZ85255 		Medical Imaging
95 Scottsdale Medical Imaging NIC
10290 N 92nd street Ste 100
Scottsdale,AZ85258 		Medical Imaging
96 Scottsdale Medical Imaging CF
33755 N Scottsdale road Ste 120
Scottsdale,AZ85262 		Medical Imaging
97 Scottsdale Medical Imaging
1052 East McKellips Road
MESA,AZ85203 		Medical Imaging
Schedule H (Form 990) 2018
Schedule H (Form 990) 2018
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
SCHEDULE H, PART I, LINE 6A HONORHEALTH PREPARED A COMMUNITY BENEFIT REPORT FOR THE PERIOD BEGINNING JANUARY 1, 2018 AND ENDING DECEMBER 31, 2018, THE ANNUAL REPORT HIGHLIGHTS SOME OF THE COMMUNITY BENEFIT ACTIVITIES DONE THROUGHOUT THE FISCAL YEAR. HONORHEALTH PROVIDES COMPREHENSIVE CANCER TREATMENT, CLINICAL TRIALS, AND PREVENTION, AND SUPPORT SERVICES IN COLLABORATION WITH LEADING SCIENTIFIC RESEARCHERS AND COMMUNITY ONCOLOGISTS AT THE VIRGINIA G. PIPER CANCER CENTER AND THE BREAST HEALTH RESEARCH CENTER. SERVICES SUCH AS SUPPORT GROUPS AND NUTRITION COUNSELING THROUGH THE BREAST HEALTH RESEARCH CENTER SERVES OVER 7,000 INDIVIDUALS. MORE THAN 175 COMMUNITY PROGRAMS WERE PROVIDED IN 2018 INCLUDING CANCER RISK, CANCER PREVENTION AND EDUCATION, CANCER SUPPORT GROUPS, AND NUTRITIONAL EDUCATION. THE CENTER'S CANCER CARE COORDINATORS HELP PATIENTS AND FAMILIES AT NO CHARGE BY PROVIDING NEW PATIENT RESOURCES, ONGOING SUPPORT, EDUCATIONAL INFORMATION, AND REFERRALS TO MORE THAN 275 PEOPLE EACH WEEK. THE CENTER ALSO OFFERS AN IN-DEPTH CANCER SURVIVORSHIP PROGRAM. FINALLY, THE CENTER'S CREATIVE ARTS BODY, MIND, AND SPIRIT PROGRAM SAW MORE THAN 8,000 PARTICIPANTS IN 2018. HONORHEALTHS MILITARY PARTNERSHIP ENABLES MEDICAL PERSONNEL FROM ALL BRANCHES OF THE ARMED FORCES TO GAIN SKILLS AND EXPERIENCE NEEDED TO PERFORM SUCCESSFULLY ON COMBAT OR HUMANITARIAN MISSIONS. SINCE ITS BEGINNING IN 2004, THE MILITARY PARTNERSHIP HAS PROVIDED TRAINING TO MORE THAN 3,000 PARTICIPANTS. THE TRAINING INCLUDES HANDS-ON LEARNING THROUGH HIGH-TECH HUMAN PATIENT SIMULATORS, EXPERT LECTURES BY SPECIALIST PHYSICIANS AND CLINICIANS, CLINICAL ROTATIONS AT HONORHEALTH, MARICOPA INTEGRATED HOSPITAL SYSTEMS, AND LUKE AIR FORCE BASE. THE PARTNERSHIP ENSURES THAT MEDICAL PROFESSIONALS ARE READY AND ABLE TO ASSIST AT DISASTER SITES AND HUMANITARIAN MISSIONS AROUND THE WORLD AND BUILDS RELATIONSHIPS BETWEEN HONORHEALTH AND MILITARY BRANCHES THAT CAN BE BENEFICIAL IN POTENTIAL LOCAL EMERGENCY RESPONSE SITUATIONS. THE PROGRAM ALSO PROVIDES TRAINING TO LOCAL PARAMEDICS AND FIREFIGHTERS. HONORHEALTH PROVIDES HEALTH CAREER EDUCATION THROUGH ITS WORKFORCE DEVELOPMENT, PROFESSIONAL NURSING EDUCATION, AND GRADUATE MEDICAL EDUCATION. THROUGH PARTNERSHIPS WITH EIGHT COLLEGIATE PARTNERS, INCLUDING SCOTTSDALE COMMUNITY COLLEGE AND GRAND CANYON UNIVERSITY. HONORHEALTH ALSO PROVIDED 4 PART-TIME FACULTY AT LOCAL COLLEGES TO PREPARE FUTURE HEALTHCARE PROVIDERS. IN TOTAL $403,561 IN LOAN ASSISTANCE BENEFITS WERE PROVIDED TO 165 STAFF MEMBERS. MORE THAN 285 FAMILY PHYSICIANS HAVE GRADUATED FROM OUR FAMILY MEDICINE RESIDENCY PROGRAM, WITH MANY OF THEM REMAINING IN ARIZONA TO PRACTICE. 2018 WAS THE FIFTH YEAR OF THE GENERAL SURGERY RESIDENCY PROGRAM, THE THIRD YEAR FOR THE INTERNAL MEDICINE RESIDENCY PROGRAM, AND THE FIRST YEAR FOR THE DERMATOLOGY AND PHYSICAL MEDICINE AND REHABILITATION RESIDENCY PROGRAM. HONORHEALTH HAS A PHARMACY RESIDENCY PROGRAM THAT PROVIDES VALUABLE LEARNING TO LICENSED PHARMACISTS INTERESTED IN BECOMING HOSPITAL PHARMACISTS OR CLINICAL PHARMACY SPECIALISTS. TO ADDRESS THE INCREASING CONCERN OF OPIOID AND OTHER DRUG OVERUSE, HONORHEALTH ALSO STARTED AN ADDICTION MEDICINE FELLOWSHIP IN 2018. HONORHEALTHS LONGEVITY INSTITUTE FOCUSES ON THE UNIQUE NEEDS OF THE SENIOR POPULATION. WITH AN ESTIMATED 1 IN 8 COMMUNITY RESIDENTS OVER THE AGE OF 65 YEARS, PROVIDING EDUCATION AND SCREENINGS WILL ENABLE THIS POPULATION TO AGE HEALTHILY AT HOME. BESIDES PROGRAMS DESIGNED TO KEEP THIS POPULATION HEALTHY, THE LONGEVITY INSTITUTE ALSO PROVIDES EDUCATION AND GUIDANCE FOR END OF LIFE PLANNING SUCH AS ADVANCED DIRECTIVES. WOMEN'S HEALTH SERVICES IS A DEPARTMENT THAT FOCUSES ON THE UNIQUE NEEDS OF WOMEN. THEIR MOMS ON THE MOVE (M.O.M) IS A PROGRAM FOR SOCIAL INTERACTION, SUPPORT AND PRACTICAL INFORMATION FOR NEW MOTHERS. IN 2018, MORE THAN 1,100 NEW MOMS PARTICIPATED. WOMEN'S HEALTH SERVICES ALSO CONDUCTS SCREENINGS FOR OSTEOPOROSIS AND HEART DISEASE; CONDUCTING 14 BONE DENSITY SCREENINGS AND 16 HEART SCREENINGS IN 2018. FINALLY, THIS DEPARTMENT OFFERS SUPPORT AND EDUCATION FORUMS TO EMPOWER WOMEN TO ENGAGE IN THEIR HEALTH THROUGH EDUCATION TO INCREASE UNDERSTANDING OF DISEASES AND OTHER HEALTH CONDITIONS UNIQUE TO WOMEN. IN 2018, WOMENS HEALTH SERVICES OFFERED SAFE SITTER EDUCATIONAL TRAINING FOR TEENAGERS, PROVIDING WITH THE TOOLS AND KNOWLEDGE TO KEEP YOUNGER CHILDREN SAFE WHILE BABYSITTING. THE THREE HONORHEALTH TRAUMA CENTERS PROVIDED INJURY PREVENTION EDUCATION AND TRAININGS AT HEALTH FAIRS AND OTHER GATHERINGS TO NUMEROUS INDIVIDUALS. THE TRAUMA PROGRAMS WERE A SPONSOR FOR THE TACKLE TRAUMA 5K THAT OCCURRED THE MORNING OF SUPER BOWL XL. HONORHEALTH ALSO CONTINUED TO OFFER "MATTER OF BALANCE" CLASSES TO SENIORS THROUGH ITS TRAUMA EDUCATION AND THE LONGEVITY INSTITUTE. HONORHEALTH FOUNDATION PROVIDES FINANCIAL SUPPORT FOR MANY OF THE EFFORTS PUT FORTH BY HONORHEALTH. THE FOUNDATIONS SUPPORT PROVIDES ASSISTANCE TO PATIENTS AND THEIR FAMILIES THROUGH THE VIRGINIA G. PIPER CANCER CENTER, NOAH, AND DESERT MISSION, INC. DESERT MISSION, INC., ADDRESSES THE COMMUNITY'S BROADER HEALTH NEEDS. IN RETURN, THE NETWORK PROVIDES IN-KIND ADMINISTRATIVE SUPPORT FOR SERVICES SUCH AS INFORMATION TECHNOLOGY, HUMAN RESOURCES, FUNDRAISING, AND ACCOUNTING. DESERT MISSION FOOD BANK PROVIDES EMERGENCY FOOD AND FOOD SECURITY PROGRAMS TO MORE THAN 14,000 FAMILIES WITH THROUGH THE PROVISION OF THE FOLLOWING: 44,133 EMERGENCY FOOD BOXES TO INDIVIDUALS AND FAMILIES AT OR BELOW 185 PERCENT OF THE FEDERAL POVERTY LEVEL, AREA SCHOOL CHILDREN RECEIVED 22,981 SNACK PACS OR PACKAGES OF KID-FRIENDLY FOOD FOR LOW-INCOME CHILDREN AT RISK FOR GOING HUNGRY OVER THE WEEKEND FOR CHILDREN WHO RELY ON THE FEDERAL FREE AND REDUCED BREAKFAST/LUNCH PROGRAM TO MEET THEIR NUTRITIONAL NEEDS. DESERT MISSION, INC. COLLABORATED WITH JOHN C LINCOLN MEDICAL CENTER TO SCREEN PATIENTS WITH PREDETERMINED HEALTH CONDITIONS TO IDENTIFY FOOD INSECURITY. IDENTIFIED PATIENTS WERE PROVIDED WITH A HEALTH APPROPRIATE FOOD BOX AT DISCHARGE. LINCOLN LEARNING CENTER OFFERS QUALITY CHILDCARE FOR CHILDREN AGES 6 WEEKS TO 12 YEARS. LINCOLN LEARNING CENTER IS ACCREDITED BY THE NATIONAL ACADEMY OF EARLY CHILDHOOD PROGRAMS (NAEYC). IN 2018, 33 PERCENT OF CHILDREN ENROLLED AT LINCOLN LEARNING CENTER ATTENDED ON SCHOLARSHIP. IN 2018, DESERT MISSION, INC. CONTINUED TO PILOT THE FINANCIAL RESILIENCY PROGRAM. IN 2017, A FORMAL PARTNERSHIP WITH LOCAL INITIATIVE SUPPORT CORPORATION (LISC) WAS FORMED TO PROVIDE TECHNICAL ASSISTANCE AND TRAINING SUPPORT IN THE AREA OF FINANCIAL COACHING AND ASSET BUILDING. THE PARTNERSHIP WITH ST. JOSEPH THE WORKER CONTINUES TO PROVIDE EMPLOYMENT SERVICES, AND IN 2018 HELPED 162 DESERT MISSION CLIENTS RECEIVE employment. THE DESERT MISSION ADULT DAY HEALTH CARE PROVIDES ENRICHMENT ACTIVITIES FOR OLDER ADULTS AND THOSE PHYSICALLY OR COGNITIVELY CHALLENGED IN an AFFORDABLE, SECURE ENVIRONMENT. THE CENTER SERVES AS A RESOURCE FOR FAMILIES TO OBTAIN RESPITE CARE FROM CAREGIVING RESPONSIBILITIES. IN 2018, THE CENTER HAD 9,170 DAILY VISITS FROM 103 PARTICIPANTS.
SCHEDULE H, PART I, LINE 7 LINE 7A/7B: THE COST-TO-CHARGE WORKSHEETS FROM THE FORM 990 SCHEDULE INSTRUCTIONS WERE USED TO COMPLETE THESE LINES. LINE 7E: COMMUNITY HEALTH IMPROVEMENT COSTS WERE BASED ON AVERAGE SALARIES FOR EACH DEPARTMENT AND THE NUMBER OF EMPLOYEE HOURS DEVOTED TO COMMUNITY HEALTH IMPROVEMENT PROGRAMS. NON-SALARY DIRECT AND INDIRECT COSTS WERE ADDED WHEN APPLICABLE. LINE 7F: HEALTH PROFESSION EDUCATION COSTS WERE BASED ON AVERAGE SALARIES AND HOURS DEVOTED BY STAFF IN TRAINING STUDENTS. STUDENTS INCLUDE NURSES, PHYSICIANS, PHARMACISTS, AND THERAPISTS. LINE 7G: SUBSIDIZED HEALTH CARE INCLUDES THE LOST INCOME FROM THE SERVICES. LOST INCOME MAY INCLUDE THE COST OF SALARIES AND THE COST OF EQUIPMENT. LINE 7H: Research includes the salaries of research staff and funding for specific research programs. LINE 7I: CASH AND IN-KIND SERVICES INCLUDE ANY DONATIONS, GRANTS, OR SPONSORSHIPS. IF A DONATION IS NON-MONETARY, A PRICE IS ESTIMATED FOR THE GOOD.
SCHEDULE H, PART II THE COMMUNITY BUILDING ACTIVITIES THAT HONORHEALTH PROVIDES SEEK TO IMPROVE THE HEALTH OF THE COMMUNITIES SERVED BY ADDRESSING BOTH THE SOCIAL AND HEALTHCARE NEEDS. Desert Mission, Inc. HELPS FACILITATE THE DEVELOPMENT OF COMMUNITY, HOUSING, AND BUSINESS IN THE NORTH VALLEY OF PHOENIX ARIZONA. Desert Mission, Inc. PRIMARILY FOCUSES ON NEIGHBORHOOD REVITALIZATION THROUGH AFFORDABLE HOUSING DEVELOPMENT, BLIGHT ELIMINATION, AND OWNER OCCUPIED- HOME REHABILITATION. Desert Mission, Inc. ALSO PROVIDES LEADERSHIP AND SUPPORT IN DEVELOPING THE BUSINESS CORRIDOR AROUND THE JOHN C. LINCOLN MEDICAL CENTER CAMPUS. HONORHEALTH BEGAN WORK WITH COMMUNITY PARTNERS WITHIN THE SUNNYSLOPE COMMUNITY TO ADDRESS ECONOMIC DEVELOPMENT. WITH LOCAL BUSINESSES, THE FAITH COMMUNITY AND OTHER NON-PROFITS, HONORHEALTH IS ADDRESSING THE HOMELESS POPULATION AND THE UNIQUE NEEDS OF THAT POPULATION. HONORHEALTH EXECUTIVE STAFF PROVIDES LEADERSHIP ON BOARDS AND COMMITTEES THROUGH THE PHOENIX METROPOLITAN COMMUNITY. THEIR LEADERSHIP HELPS WITH THE ECONOMIC GROWTH OF THE METROPOLITAN AREA, MAKING IT AN ATTRACTIVE SITE FOR BUSINESS. IN ADDITION, HONORHEALTH SUPPORTED INITIATIVES AND ORGANIZATIONS WITH A FOCUS ON THE SOCIAL DETERMINANTS OF HEALTH, LIKE A RECENT TRANSPORTATION PLAN FOR THE CITY OF PHOENIX. THE MILITARY PARTNERSHIP DEMONSTRATES HONORHEALTHS CONTINUAL COMMITMENT TO TRAINING THE MILITARY FOR SUCCESSFUL COMBAT MISSIONS AT OUR LEVEL I TRAUMA center AT SCOTTSDALE OSBORN MEDICAL CENTER. HONORHEALTH ALSO PROVIDES SUPPORT AND TRAINING TO PREPARE STUDENTS FOR CAREERS IN THE HEALTHCARE SECTOR. THOUGH THE JOBS FOR ARIZONA GRADUATES PROGRAM, HIGH SCHOOL STUDENTS FROM TITLE 1 SCHOOLS ARE GIVEN THE OPPORTUNITY TO LEARN ABOUT THE HEALTHCARE SECTOR. HONORHEALTH STAFF ACT AS MENTORS AND PRECEPTORS TO STUDENT INTERNS, FELLOWS, AND RESIDENTS.
SCHEDULE H, PART III, LINE 2 NET PATIENT ACCOUNTS RECEIVABLE AND NET PATIENT SERVICE REVENUE HAVE BEEN ADJUSTED TO THE ESTIMATED AMOUNTS EXPECTED TO BE RECEIVED. THESE ESTIMATED AMOUNTS ARE SUBJECT TO FURTHER ADJUSTMENTS UPON REVIEW BY THIRD-PARTY PAYORS. BAD DEBT IS DETERMINED BY THE PATIENT'S OUTSTANDING ACCOUNT BALANCE ON THE DAY THEIR ACCOUNT IS TRANSFERRED TO A BAD DEBT STATUS. THE OUTSTANDING ACCOUNT BALANCE CONSISTS OF GROSS REVENUE LESS ANY CONTRACTUAL ADJUSTMENTS AND PAYMENTS POSTED TO THE ACCOUNT. PAYMENTS MADE AFTER THE ACCOUNT IS IN A BAD DEBT STATUS ARE CONSIDERED RECOVERIES AND WILL REDUCE THE BAD DEBT AMOUNT WHEN PAYMENTS ARE RECEIVED. SCHEDULE H, PART III, LINE 3 THE COST OF BAD DEBT EXPENSE IS DETERMINED USING THE NETWORK'S CALCULATED COST TO CHARGE RATIO APPLIED TO REPORTED GROSS CHARGES WRITTEN OFF DURING THE YEAR. USING A SAMPLE OF ACCOUNTS WRITTEN OFF DURING THE YEAR, THE NETWORK HAS ESTIMATED THAT APPROXIMATELY 41.2% OF BAD DEBT WAS ATTRIBUTED TO PATIENTS ELIGIBLE UNDER THE NETWORK'S FINANCIAL ASSISTANCE POLICY. A NUMBER OF PATIENTS ARE TRULY UNABLE TO PAY THEIR OUT-OF-POCKET LIABILITY, BUT DO NOT COMPLETE THE PROCESS REQUIRED TO APPLY FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY. THESE PATIENTS WOULD QUALIFY FOR CHARITY CARE IF THEY COMPLETED THE PAPERWORK, SO THE BAD DEBT EXPENSE ASSOCIATED WITH TREATING THEM IS TREATED AS COMMUNITY BENEFIT.
SCHEDULE H, PART III, LINE 4 THE FOOTNOTE THAT DESCRIBES BAD DEBT IS ON PAGE 9 OF THE ATTACHED AUDITED FINANCIAL STATEMENTS.
SCHEDULE H, PART III, LINE 8 THE AMOUNT ON PART III, LINE 6 IS FROM THE MEDICARE COST REPORTS FILED BY THE ORGANIZATION. THE ENTIRE SHORTFALL REPORTED ON PART III, LINE 7 IS A COMMUNITY BENEFIT. THE RATIONALE FOR INCLUDING MEDICARE LOSSES AS COMMUNITY BENEFIT LIES IN THE NETWORK'S BELIEF THAT, BASED ON IRS REVENUE RULING 69-545, SERVING PATIENTS WITH GOVERNMENT HEALTH BENEFITS SUCH AS MEDICARE IS AN INDICATOR THAT THE NETWORK'S HOSPITALS OPERATE TO PROMOTE THE HEALTH OF THE COMMUNITY AND THEREFORE PROVIDES A COMMUNITY BENEFIT. THE NETWORK ALSO BELIEVES THAT TAX-EXEMPT HOSPITALS PLAY A VITAL ROLE IN PROVIDING THE ELDERLY WITH ACCESS TO HEALTHCARE SERVICES THEY MIGHT OTHERWISE BE DENIED BY FOR-PROFIT AND SPECIALTY HOSPITALS THAT FOCUS ON HIGH-MARGIN SERVICES OR THAT WOULD HAVE TO BE PROVIDED DIRECTLY BY THE FEDERAL GOVERNMENT.
SCHEDULE H, PART III, LINE 9B PURSUANT TO HONORHEALTH'S FINANCIAL ASSISTANCE POLICY, HONORHEALTH WILL NOT PURSUE LEGAL ACTION FOR NON-PAYMENT OF BILLS AGAINST FINANCIAL ASSISTANCE PATIENTS WHO HAVE CLEARLY DEMONSTRATED THAT THEY HAVE NEITHER SUFFICIENT INCOME NOR ASSETS TO MEET THEIR FINANCIAL OBLIGATION. HONORHEALTH WILL NOT EXECUTE A LIEN BY FORCING THE SALE OR FORECLOSURE OF A FINANCIAL ASSISTANCE PATIENT'S PRIMARY RESIDENCE TO PAY FOR AN OUTSTANDING MEDICAL BILL. HONORHEALTH WILL NOT USE BODY ATTACHMENT TO REQUIRE THE FINANCIAL ASSISTANCE PATIENT OR RESPONSIBLE PARTY TO APPEAR IN COURT. HONORHEALTH MAY REPORT FINANCIAL ASSISTANCE PATIENTS TO CREDIT RATING AGENCIES WHEN THEY FAIL TO HONOR THEIR REDUCED PAYMENT PLANS AND THERE IS EVIDENCE THAT THE FINANCIAL ASSISTANCE PATIENT HAS SUFFICIENT INCOME OR ASSETS TO SATISFY HIS OBLIGATION.
SCHEDULE H, PART VI, LINE 2 HONORHEALTH PARTNERS WITH OTHER ORGANIZATIONS CONDUCTING ASSESSMENTS. THIS INCLUDEs THE MARICOPA COUNTY DEPARTMENT OF PUBLIC HEALTH AND THE ARIZONA DEPARTMENT OF HEALTH SERVICES. HONORHEALTH IS A PARTNER WITH THE HEALTH IMPROVEMENT PARTNERSHIP OF MARICOPA COUNTY. HONORHEALTH STAFF ATTEND QUARTERLY MEETINGS WITH OTHER PARTNERS TO IDENTIFY STRATEGIES THAT WILL IMPROVE THE HEALTH OF MARICOPA COUNTY RESIDENTS. HONORHEALTH ALSO WORKS CLOSELY WITH noah, a FEDERALLY QUALIFIED HEALTH CENTER. THROUGH THIS PARTNERSHIP, HONORHEALTH STAFF PROVIDE RESOURCES TO NOAH TO ASSIST IN ASSESSMENTS. HONORHEALTH STAFF ALSO HELP NOAH IDENTIFY AREAS WITHIN MARICOPA COUNTY THAT MAY BENEFIT from opening A NOAH CLINIC.
SCHEDULE H, PART VI, LINE 3 HONORHEALTH, THROUGH ITS FINANCIAL ASSISTANCE POLICIES, PROVIDES ASSISTANCE FOR THOSE FROM 200-500% OF THE FEDERAL POVERTY LEVEL BASED ON THE VERIFICATION OF THE PATIENT'S FINANCIAL STATUS. ALL PATIENTS ARE NOTIFIED DURING THEIR ADMISSION PROCESS OF HONORHEALTH'S FINANCIAL ASSISTANCE POLICY. THE FINANCIAL ASSISTANCE POLICY IS AVAILABLE THROUGH HONORHEALTH'S WEBSITE WWW.HONORHEALTH.COM. BROCHURES ARE AVAILABLE IN ALL PUBLIC AREAS OF THE HOSPITALS. OUR PATIENTS MAY REQUEST TO SPEAK WITH A FINANCE REPRESENTATIVE AT ANY TIME BEFORE, DURING OR AFTER THEIR STAY IN ONE OF HONORHEALTH'S FACILITIES.
SCHEDULE H, PART VI, LINE 4 HONORHEALTHS GEOGRAPHIC AREA IS COMPRISED OF 56 ZIP CODES THAT COVER THE NORTHEAST QUADRANT OF METROPOLITAN PHOENIX. THE BORDERS INCLUDE THE TONTO NATIONAL FOREST TO THE NORTH, HIGHWAY 202 AND THE I-10 TO THE SOUTH, THE SALT-RIVER PIMA COMMUNITY TO THE EAST, AND EXTENDS BEYOND THE I-17 TO THE WEST. SPECIFIC CITIES AND TOWNS SERVED INCLUDE SCOTTSDALE, PARADISE VALLEY, NORTHEAST PHOENIX, CAREFREE, CAVE CREEK, GLENDALE, ANTHEM, PEORIA, RIO VERDE, FOUNTAIN HILLS, NORTHWEST MESA, AND NORTHEAST TEMPE. IN ADDITION, THE SERVICE AREA INCLUDES THE SALT-RIVER PIMA AND FORT MCDOWELL NATIVE AMERICAN COMMUNITIES. IN 2018, THE ESTIMATED POPULATION OF THE SERVICE AREA WAS 1.9 MILLION PEOPLE. THE POPULATION IS 50% FEMALE, 61.9% WHITE, 25.2% HISPANIC, 4.3% BLACK, 2.0% AMERICAN INDIAN, 4.1% ASIAN/PACIFIC ISLANDER, AND 2.5% REPORTING 2 OR MORE RACES. AGE WISE, THE POPULATION IS 22% UNDER 18 YEARS OF AGE, 14% 15-24, 14.7% 25-34, 25.3% 35-54, 12.5% 55-64, AND 15.2% 65 AND OLDER. THE MEDIAN AGE WAS 37.5 YEARS WHILE 33.7% OF THE POPULATION HAS A BACHELOR'S DEGREE OR GREATER, ANOTHER 31.7% HAS A HIGH SCHOOL DIPLOMA OR LESS. THE DISTRIBUTION OF INCOME SHOWS A WIDE RANGE WITH 18.3% MAKING LESS THAN $25,000/YEAR WHILE 31.1% HAVE AN INCOME OVER $100,000. THE OVERALL MEDIAN INCOME WAS $58,984. RESIDENTS IN THE JOHN C. LINCOLN AND SCOTTSDALE OSBORN MEDICAL CENTER SERVICE AREA TEND TO BE LESS EDUCATED AND LESS AFFLUENT COMPARED TO THE SERVICE AREAS OF THE OTHER HOSPITALS THAT MAKE UP HONORHEALTH. AN ESTIMATED 11.5% OF FAMILIES IN THE SERVICE AREA LIVE AT OR BELOW THE FEDERAL POVERTY LEVEL. BESIDES HONORHEALTH, THERE ARE SEVERAL OTHER HOSPITALS LOCATED WITHIN THE SERVICE AREA AND ADDITIONAL HOSPITALS THAT WHILE NOT IN THE SERVICE AREA, HAVE OVERLAPPING SERVICE AREAS. HOSPITALS LOCATED WITHIN THE SERVICE AREA INCLUDE MAYO CLINIC HOSPITAL, ABRAZO SCOTTSDALE, AND TEMPE ST. LUKE'S. HOSPITALS THAT SHARE SERVICE AREA INCLUDE, MARICOPA MEDICAL CENTER, AND Banner - University Medical Center Phoenix. FINALLY, THERE ARE THREE SPECIAL POPULATION HOSPITALS THAT MAY PROVIDE SERVICES TO RESIDENTS LIVING IN THE HONORHEALTH SERVICE AREA. THOSE ARE PHOENIX CHILDREN'S HOSPITAL, CARL T. HAYDEN VETERAN'S ADMINISTRATION HOSPITAL, AND PHOENIX INDIAN MEDICAL CENTER. WITHIN THE HONORHEALTH SERVICE AREA; THERE ARE SEVEN FEDERALLY DESIGNATED MEDICALLY UNDERSERVED AREAS/POPULATIONS. THE PHOENIX CENTRAL, SOUTH CENTRAL PHOENIX AND NORTH TEMPE SERVICE AREAS ARE WITHIN THE SCOTTSDALE OSBORN MEDICAL CENTER SERVICE AREA. THE PARADISE VALLEY DESIGNATED AREA IS WITHIN THE HONORHEALTH SHEA MEDICAL CENTER SERVICE AREA AND THE SCOTTSDALE THOMPSON PEAK MEDICAL CENTER SERVICE AREA. THE JOHN C. LINCOLN MEDICAL CENTER SERVICE AREA INCLUDES GLENDALE, PHOENIX CENTRAL, AND SUNNYSLOPE. DEER VALLEY MEDICAL CENTER ALSO SERVES THE SUNNYSLOPE MEDICALLY UNDERSERVED AREA.
SCHEDULE H, PART VI, LINE 5 HONORHEALTH PROMOTES COMMUNITY HEALTH THOUGH AN ONGOING SERIES OF FREE MEDICAL SEMINARS ON TOPICS SUCH AS BREAST CANCER, DIABETES SELF-MANAGEMENT, AND SCREENINGS FOR CONDITIONS INCLUDING STROKE AND CARDIAC. HONORHEALTH provides meeting space for FREE SUPPORT GROUPS THAT MEET MONTHLY in order to support PATIENTS AND CAREGIVERS FOR DIFFERENT DISEASES INCLUDING DIABETES, CANCER, AND STROKE. IN ADDITION, SUPPORT GROUPS FOR NEW PARENTS ARE AVAILABLE. HONORHEALTH ALSO PARTNERS WITH OTHER COMMUNITY ORGANIZATIONS TO PROMOTE SAFETY, DISEASE PREVENTION AND HEALTH EDUCATION. OUR TRAUMA SERVICES PROGRAM PROVIDES SAFETY EDUCATION FOR TEENAGERS AND CONTINUING MEDICAL EDUCATION FOR PHYSICIANS AND FIRST RESPONDERS. HELPING HIGH SCHOOL GRADUATES SEEKING JOB PLACEMENT AT HONORHEALTH IS A HIGH PRIORITY AND GIVES THESE GRADUATES ACCESS TO HONORHEALTH'S TUITION REIMBURSEMENT PROGRAM, HELPING THEM FURTHER THEIR EDUCATION. ADDITIONALLY, OUR DESERT MISSION, INC. PROGRAMS HAVE PROVIDED OUTREACH SERVICES SINCE THE LATE 1920S TO ADDRESS THE PHYSICAL AND SOCIAL NEEDS OF FAMILIES IN PHOENIX. THIS INCLUDES PROVIDING FOOD THROUGH THE DESERT MISSION FOOD BANK, EARLY CHILDHOOD EDUCATION AT THE LINCOLN LEARNING CENTER, ELDERLY CARE THROUGH THE ADULT DAY HEALTH CARE PROGRAM, AND FINANCIAL SUPPORT AND EDUCATION THROUGH DESERT MISSION, INC. IN 2018, DESERT MISSION SERVED MORE THAN 15,000 CLIENTS. HONORHEALTH PARTNERS WITH THE FEDERALLY QUALIFIED HEALTH CENTER NOAH TO ENSURE THAT OUR VULNERABLE COMMUNITY MEMBERS RECEIVE QUALITY HEALTHCARE; MEDICAL, DENTAL, AND BEHAVIORAL.
SCHEDULE H, PART VI, LINE 7 HONORHEALTH PUBLISHES A COMMUNITY BENEFIT REPORT ONLY IN THE STATE OF ARIZONA. THE STATE OF ARIZONA DOES NOT REQUIRE FILING.
DISCLOSURES IN ACCORDANCE WITH REVENUE PROCEDURE 2015-21: HONORHEALTH REHABILITATION HOSPITAL (HOSPITAL) IS COMPLIANT WITH THE SECTION 501(R) STATUTE AND HAS MADE A GOOD-FAITH EFFORT TO BE FULLY COMPLIANT WITH THE REQUIREMENTS OF THE SECTION 501(R) REGULATIONS. AS PART OF THIS EFFORT AND WITH THE ASSISTANCE OF AN OUTSIDE ACCOUNTING FIRM, THE HOSPITAL REVIEWED ITS FINANCIAL ASSISTANCE POLICY (FAP), PLAIN LANGUAGE SUMMARY OF THE FAP (PLS), THE FAP APPLICATION, AND 2015 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) FOR ANY AREAS OF IMPROVEMENT IN SEPTEMBER OF 2018. DURING THIS SELF-EVALUATION PROCESS, THE HOSPITAL IDENTIFIED SOME TEMPORARY GAPS IN COMPLIANCE WITH THE REGULATIONS. In September 2018, the hospital revised its FAP, PLS and FAP application in order to address all of the identified issues. THE HOSPITAL HAS NOT IDENTIFIED ANY PERSONS DIRECTLY AFFECTED BY THE TEMPORARY GAPS IN COMPLIANCE. THEY RELATED PRIMARILY TO THE SPECIFICITY OF INFORMATION CONTAINED IN DOCUMENTS THAT ARE NOT TYPICALLY REFERENCED BY PATIENTS. THE HOSPITAL WAS PROVIDING FINANCIAL ASSISTANCE AS PART OF A FORMAL PROGRAM THAT WAS CLEARLY COMMUNICATED TO PATIENTS, AND THE PATIENTS OF THE HOSPITAL WERE PATIENTS OF HONORHEALTHS OTHER HOSPITAL FACILITIES WHO RECEIVED INFORMATION ABOUT HONORHEALTHS FINANCIAL ASSISTANCE PROGRAM AS PART OF THEIR PRIOR VISITS. THROUGH THE HOSPITALS REVIEW OF ITS FAP, IT IDENTIFIED THE FOLLOWING GAPS IN COMPLIANCE AND AREAS WHERE INFORMATION COULD BE MORE CLEARLY COMMUNICATED. (1) THE FAP DID NOT CONTAIN LANGUAGE SPECIFYING THAT INDIVIDUALS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THE POLICY WOULD NOT BE CHARGED MORE FOR MEDICALLY NECESSARY CARE THAN THE AMOUNT GENERALLY BILLED (AGB) TO INDIVIDUALS WHO HAVE INSURANCE COVERING THAT CARE. THE FAP ALSO DID NOT INCLUDE A DESCRIPTION OF THE METHOD USED TO CALCULATE AGB. (2) THE FAP OR FAP APPLICATION DID NOT LIST A TELEPHONE NUMBER AND PHYSICAL LOCATION WHERE AN INDIVIDUAL CAN GET INFORMATION ABOUT, AND REQUEST ASSISTANCE WITH COMPLETING, THE FAP APPLICATION. (3) THE FAP DID NOT FULLY DESCRIBE THE ACTIONS, INCLUDING THE PROCESS, REASONABLE EFFORTS TAKEN AND TIMEFRAMES, HOSPITAL OR ITS COLLECTION AGENCIES MAY TAKE IF A BILL IS NOT PAID. THE FAP ALSO DID NOT EXPLICITLY STATE THE DEPARTMENT RESPONSIBLE FOR ENSURING THE REASONABLE EFFORTS REQUIREMENTS WERE MET. (4) THE FAP DID NOT SPECIFY THE INDIVIDUAL NAME, PRACTICE GROUP NAME OR CATEGORY OF CARE OF PROVIDERS THAT GIVE MEDICALLY NECESSARY CARE IN THE HOSPITAL FACILITIES AND WHETHER OR NOT THE PROVIDERS ARE COVERED BY HOSPITALS FAP. (5) A PLS WAS NOT AVAILABLE AND THUS DID NOT CONTAIN ALL THE REQUIRED LANGUAGE. (6) THE FAP, PLS AND THE FAP APPLICATION, AS WELL AS THEIR TRANSLATIONS, WERE NOT ALL POSTED ON THE HOSPITALS WEBSITE. (7) THE PLS WAS NOT PROVIDED TO ALL HOSPITAL PATIENTS AS PART OF THE INTAKE OR DISCHARGE PROCESS. (8) A PLS WAS NOT PROVIDED AT LEAST 30 DAYS PRIOR TO INITIATING ECAS. THE HOSPITAL CORRECTED THE ITEMS ABOVE AS FOLLOWS. THE HOSPITAL BEGAN THE PROCESS OF REVISING THE FAP AND PLS FOR THE ABOVE LISTED ITEMS IMMEDIATELY FOLLOWING THE SEPTEMBER REVIEW. A REVISED FAP AND PLS CONTAINING IMPROVED INFORMATION AND CORRECTING THE AREAS OF NON-COMPLIANCE WAS FORMALLY ADOPTED BY THE BOARD IN SEPTEMBER OF 2018. IN ADDITION, THE PLS IS BEING OFFERED TO ALL PATIENTS AT REGISTRATION, IS INCLUDED WITH ALL BILLING STATEMENTS, AND IS AVAILABLE UPON REQUEST AND WITHOUT CHARGE IN PUBLIC LOCATIONS IN THE HOSPITAL AND BY MAIL. THE REVISED FAP, PLS AND RELATED TRANSLATED DOCUMENTS ARE AVAILABLE AT THE BELOW WEBSITE: HTTPS://WWW.HONORHEALTH-REHAB.COM/REFERRAL-SOURCES/FINANCIAL-ASSISTANCE/ AS PART OF ITS REVIEW OF THE 2015 CHNA, THE FOLLOWING GAP IN COMPLIANCE WAS IDENTIFIED. (1) THE MOST RECENTLY CONDUCTED CHNA WAS POSTED ON THE MAIN HONORHEALTH WEBSITE BUT WAS NOT POSTED ON THE HOSPITALS WEBSITE. ONLY ONE CHNA HAS BEEN CONDUCTED DUE TO THE EFFECTIVE DATE OF WHEN HOSPITAL BECAME SUBJECT TO SECTION 501(R). THE HOSPITAL CORRECTED THE ITEM BY POSTING A LINK TO CHNA ON ITS WEBSITE. HTTPS://WWW.HONORHEALTH-REHAB.COM/ABOUT/ THE HOSPITAL WILL CONTINUE TO MONITOR ITS COMPLIANCE WITH THE SECTION 501(R) REGULATIONS AND PROCEDURES HAVE BEEN PUT IN PLACE TO MAINTAIN COMPLIANCE THROUGH PERIODIC REVIEWS.
Schedule H (Form 990) 2018
Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
Scottsdale Healthcare Hospitals
 
Employer identification number
86-0181654
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
noncash assistance		 (h) Purpose of grant
or assistance
(1) HONORHEALTH FOUNDATION
8125 N HAYDEN ROAD
SCOTTSDALE,AZ85258 		74-2355411 501(c)(3) 4,626,418       Program Support
(2) NEIGHBORHOOD OUTREACH ACCESS TO HEALTH
3634 N DRINKWATER
SCOTTSDALE,AZ85251 		27-3188239 501(c)(3) 1,200,000       PROGRAM SUPPORT
(3) AMERICAN HEART ASSOCIATION
727 GREENVILLE AVENUE
DALLAS,TX75231 		13-5613797 501(c)(3) 11,500       PROGRAM SUPPORT
(4) Junior Achievement of Arizona
636 W Southern Avenue
TEMPE,AZ85282 		86-0184349 501(c)(3) 15,000       PROGRAM SUPPORT
(5) SCOTTSDALE CHARROS INC
10533 E LAKEVIEW DRIVE
SCOTTSDALE,AZ85258 		86-6052796 501(C)(6) 12,500       PROGRAM SUPPORT
(6) SCOTTSDALE CHAMBER OF COMMERCE
7501 E MCCORMICK PKWY
SCOTTSDALE,AZ85258 		86-0113143 501(C)(6) 6,500       PROGRAM SUPPORT
(7) Desert MIssion INC
8125 n hayden road
scottsdale,AZ85258 		86-0046963 501(c)(3) 463,833       PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
5
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I, LINE 2 SCOTTSDALE HEALTHCARE HOSPITALS (DBA HONORHEALTH) ALLOCATES FUNDS TO THE COMMUNITY STEWARDSHIP DIVISION FOR USE OF SPONSORSHIPS THROUGHOUT THE COMMUNITY. EXECUTIVES, DIRECTORS, AND MANAGERS SEND REQUESTS FOR APPROVAL. THE SPONSORSHIPS ARE GENERALLY THROUGH THE CHARITY'S FUND RAISING ACTIVITIES. HONORHEALTH ATTENDS THE EVENTS TO ENSURE MONEY IS BEING UTILIZED AS REQUESTED.
Schedule I (Form 990) 2018



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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Scottsdale Healthcare Hospitals
 
Employer identification number

86-0181654
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 nonfixed
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) 2018

Schedule J (Form 990) 2018
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
1Todd LaPorte
DIRECTOR/CEO, HONORHEALTH 		(i)

(ii)		 850,240
-------------
0 		0
-------------
0 		93,682
-------------
0 		106,209
-------------
0 		25,045
-------------
0 		1,075,176
-------------
0 		66,182
-------------
0
2DAVID DAMORE
SVP/CHIEF LEGAL OFF(THRU 9/18) 		(i)

(ii)		 517,566
-------------
0 		0
-------------
0 		49,334
-------------
0 		-74,902
-------------
0 		11,640
-------------
0 		503,638
-------------
0 		0
-------------
0
3SHANNON FOX FRASER
SVP/CHIEF LEGAL OFFICER & GC 		(i)

(ii)		 300,791
-------------
0 		0
-------------
0 		1,297
-------------
0 		48,981
-------------
0 		14,840
-------------
0 		365,909
-------------
0 		0
-------------
0
4ALICE POPE
SVP/CFO 		(i)

(ii)		 598,134
-------------
0 		0
-------------
0 		8,005
-------------
0 		84,758
-------------
0 		17,970
-------------
0 		708,867
-------------
0 		0
-------------
0
5GARY BAKER
SOUTHERN REGION HOSPITAL CEO 		(i)

(ii)		 518,510
-------------
0 		0
-------------
0 		59,288
-------------
0 		52,846
-------------
0 		15,303
-------------
0 		645,947
-------------
0 		47,105
-------------
0
6WENDY CRAWFORD
SVP/CHIEF HR & MKTG OFFICER 		(i)

(ii)		 451,360
-------------
0 		0
-------------
0 		82,618
-------------
0 		11,000
-------------
0 		22,489
-------------
0 		567,467
-------------
0 		0
-------------
0
7GLYNN HOLLIS
CHIEF INFORMATION OFFICER 		(i)

(ii)		 240,145
-------------
0 		0
-------------
0 		9,404
-------------
0 		7,404
-------------
0 		21,551
-------------
0 		278,504
-------------
0 		0
-------------
0
8STEPHANIE JACKSON md
SVP/CHIEF QUALITY OFFICER 		(i)

(ii)		 459,174
-------------
0 		387
-------------
0 		5,985
-------------
0 		60,946
-------------
0 		16,926
-------------
0 		543,418
-------------
0 		0
-------------
0
9JOHN NEIL md
SVP/CHIEF PHYSICIAN EXECUTIVE 		(i)

(ii)		 618,389
-------------
0 		0
-------------
0 		27,758
-------------
0 		87,040
-------------
0 		27,391
-------------
0 		760,578
-------------
0 		0
-------------
0
10KIMBERLY POST
SVP/CEO HOSPITALS/CCO 		(i)

(ii)		 573,475
-------------
0 		0
-------------
0 		41,033
-------------
0 		74,540
-------------
0 		7,422
-------------
0 		696,470
-------------
0 		35,289
-------------
0
11DAVID PRICE
NORTHERN REGION HOSPITAL CEO 		(i)

(ii)		 356,343
-------------
0 		0
-------------
0 		35,503
-------------
0 		30,672
-------------
0 		21,849
-------------
0 		444,367
-------------
0 		32,905
-------------
0
12CHARLES SCULLY
SVP/CIO (THRU 9/18) 		(i)

(ii)		 299,474
-------------
0 		0
-------------
0 		144,735
-------------
0 		-130,237
-------------
0 		6,034
-------------
0 		320,006
-------------
0 		0
-------------
0
13RICHARD SILVER MD
SVP/CEO, POP HEALTH & CCO 		(i)

(ii)		 558,559
-------------
0 		3,119
-------------
0 		84,700
-------------
0 		11,000
-------------
0 		22,429
-------------
0 		679,807
-------------
0 		0
-------------
0
14DAVID RIZIK md
MEDICAL DIRECTOR 		(i)

(ii)		 928,633
-------------
0 		35,404
-------------
0 		12,928
-------------
0 		11,000
-------------
0 		25,079
-------------
0 		1,013,044
-------------
0 		0
-------------
0
15JAMES SWAIN md
BARIATRIC SURGEON 		(i)

(ii)		 457,114
-------------
0 		383,793
-------------
0 		3,074
-------------
0 		11,000
-------------
0 		15,493
-------------
0 		870,474
-------------
0 		0
-------------
0
16AMAR THOSANI md
GI PHYSICIAN 		(i)

(ii)		 591,569
-------------
0 		132,930
-------------
0 		2,323
-------------
0 		11,000
-------------
0 		27,641
-------------
0 		765,463
-------------
0 		0
-------------
0
17JOSEPH FARES md
PHYSICIAN 		(i)

(ii)		 664,594
-------------
0 		43,335
-------------
0 		6,478
-------------
0 		11,000
-------------
0 		21,147
-------------
0 		746,554
-------------
0 		0
-------------
0
18MEHUL PATEL md
PHYSICIAN 		(i)

(ii)		 663,360
-------------
0 		46,567
-------------
0 		2,423
-------------
0 		11,000
-------------
0 		35,291
-------------
0 		758,641
-------------
0 		0
-------------
0
19NATHAN ANSPACH
FORMER CEO, PHYSICIAN NETWORK 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		500,261
-------------
0 		0
-------------
0 		0
-------------
0 		500,261
-------------
0 		0
-------------
0
20JON BARTLETT
FORMER VP/CEO, HH JCL 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		455,000
-------------
0 		0
-------------
0 		0
-------------
0 		455,000
-------------
0 		0
-------------
0
21RHONDA FORSYTH
FORMER PRESIDENT 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		891,912
-------------
0 		0
-------------
0 		0
-------------
0 		891,912
-------------
0 		0
-------------
0
22JOHN HARRINGTON JR
Former SVP/CEO, DVMC 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		443,914
-------------
0 		0
-------------
0 		0
-------------
0 		443,914
-------------
0 		0
-------------
0
23ALAN KELLY
FORMER SVP/CHIEF LEGAL OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		111,465
-------------
0 		0
-------------
0 		0
-------------
0 		111,465
-------------
0 		0
-------------
0
24DAVID LAMPARTER
FORMER VP/ENTERPRISE PROJ MGMT 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		486,063
-------------
0 		0
-------------
0 		0
-------------
0 		486,063
-------------
0 		0
-------------
0
25BRUCE PEARSON
FORMER SVP/OPP STRAT & TRANS 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		571,818
-------------
0 		0
-------------
0 		0
-------------
0 		571,818
-------------
0 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
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 1 TAX GROSS-UP PAYMENTS - THESE ARE PAYMENTS FOR: 1) EMPLOYEES RECEIVING A TAXABLE AWARD, GIFT, OR GIFT CERTIFICATE; 2) PAYMENTS MADE ON BEHALF OF STAFF TO VENDORS DUE TO A CRISIS; OR 3) GROUP TERM LIFE EXCESS BENEFIT OF $50,000. IT IS AVAILABLE TO ANY RANK OF EMPLOYEE.
SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAY DURING 2018 (INCLUDED IN SCHEDULE J, PART II, COLUMN B(III)): NATHAN ANSPACH $500,261 JON BARTLETT $455,000 RHONDA FORSYTH $891,912 JOHN HARRINGTON JR. $443,914 ALAN KELLY $111,465 DAVID LAMPARTER $486,063 BRUCE PEARSON $571,750 CHARLES SCULLY $112,834
SCHEDULE J, PART I, LINE 4B HONORHEALTH OFFERS CERTAIN EXECUTIVES A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IT IS INTENDED THAT THIS PLAN BE AN INELIGIBLE DEFERRED COMPENSATION PLAN UNDER THE PROVISIONS OF CODE SECTION 457(F) AND BE OPERATED IN COMPLIANCE WITH CODE SECTION 409A. THE DESIGN OF THE SERP IS SUCH THAT IT PROVIDES A MECHANISM FOR RESTORATION OF DEFERRED RETIREMENT THAT OTHERWISE WOULD BE LOST TO THE EXECUTIVES DUE TO MANDATORY CAP ON DEFERRALS WITHIN THE QUALIFIED RETIREMENT PLAN OFFERED TO OTHER EMPLOYEES OF HONORHEALTH. THE SERP IS ALSO DESIGNED TO DISCOURAGE EXECUTIVE TURNOVER, WHICH COULD HAMPER ORGANIZATIONAL STABILITY AND SUSTAINABILITY, THROUGH THE SERVICE REQUIREMENTS THAT AN EXECUTIVE MUST MEET IN ORDER TO RECEIVE BENEFITS FROM THIS PLAN. THE ANNUAL VALUE OF EACH EXECUTIVE'S PARTICIPATION IN THE PLAN IS TAKEN INTO CONSIDERATION AS PART OF THE CALCULATION OF TOTAL COMPENSATION WHEN TESTED AGAINST THE MARKET FOR REASONABLENESS. DEFERRED COMPENSATION, REPORTED IN SCHEDULE J, PART II, COLUMN (C), INCLUDES THE INCREASE IN VALUE OF THE SERP ACCOUNT, INCLUDING TAX DEFERRED CONTRIBUTIONS AND EARNINGS. THE FOLLOWING INDIVIDUALS EXPERIENCED A TAXABLE VESTING EVENT DURING THE YEAR AS FOLLOWS. THESE AMOUNTS WERE INCLUDED IN COLUMN (B)(III) AS TAXABLE WAGES. ANY PORTION OF THE DISTRIBUTION THAT WAS PREVIOUSLY REPORTED ON A PRIOR 990 AS DEFERRED HAS BEEN REPORTED IN COLUMN (F). GARY BAKER $47,105 WENDY CRAWFORD $60,252 TODD LAPORTE $66,182 KIMBERLY POST $35,289 DAVID PRICE $32,905 RICHARD SILVER, MD $73,835
SCHEDULE J, PART I, LINE 7 Certain Executives and Management team members are eligible for a short and long term incentive that is based on organizational and individual performance. Performance is defined by set parameters and goals. Plans are administered by HonorHealths Chief Human Resources Officer and Compensation team. All incentive metrics and payouts are approved by the Board Compensation Committee. Certain physicians are eligible for a bonus based on organizational and individual performance.
Schedule J (Form 990) 2018
Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
Scottsdale Healthcare Hospitals
 
Employer identification number
86-0181654
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 THE IDA OF THE CITY OF SCOTTSDALE AZ
  		86-0494636 810472EX4 05-25-2006 175,800,000 SEE PART VI   X   X   X
B THE IDA OF THE CITY OF SCOTTSDALE AZ
  		86-0494636 810472FWS 06-04-2008 151,350,684 REFUND OF 5/25/06 & 8/1/07 BONDS   X   X   X
C THE IDA OF THE CITY OF SCOTTSDALE AZ
  		86-0494636 810472GBO 08-26-2010 109,852,372 SEE PART VI   X   X   X
D ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507PS8 12-23-2014 342,354,232 SEE PART VI   X   X   X
ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 000000000 11-16-2015 47,740,000 REFUNDING OF 2006D-E BONDS   X   X   X
THE IDA OF THE COUNTY OF MARICOPA
  		86-0445263 000000000 08-31-2017 60,000,000 FINANCE NEW MONEY PROJECTS   X   X   X
THE IDA OF THE COUNTY OF MARICOPA
  		86-0445263 000000000 11-16-2017 30,000,000 FINANCE NEW MONEY PROJECTS   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 86,100,000 117,830,684 51,502,372 57,624,232
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 175,800,000 151,350,684 109,852,372 342,354,232
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 1,365,670 1,911,360 0 3,330,985
8 Credit enhancement from proceeds ............. 12,683,620 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 73,404,529 0 0 75,000,000
11 Other spent proceeds ............. 88,346,181 149,439,324 109,852,372 264,023,247
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2010 2008 2010 2014
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) 2018

Schedule K (Form 990) 2018
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   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?                
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 % 0 % 0 % 0.558 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 %      
6 Total of lines 4 and 5 ............. 3.530 %     0.558 %
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 .......... 0
  		0
  		0
  		0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
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      
b Name of provider .......... MRGN STNLYCITIMBIA
  		0
  		MRGN STNLYCITIMBIA
  		0
 
c Term of GIC ......... 8 %   8 %  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ X       X      
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
. Schedule K, Part I, COLUMN (F) BOND A - FINANCE NEW MONEY PROJECTS AND REFUND 7/8/93, 6/11/03 AND 6/25/03 BONDS. BOND C - Conversion of Series 2006C-E through current refunding of 5/25/06 bonds. BOND D - FINANCE CAPITAL IMPROVEMENTS and refund the following bond issuances: Series 2005, 2005B, 2007 and 2012 and a portion of 2008A. SCHEDULE K, PART IV, LINE 2C BOND A - THE REBATE COMPUTATION WAS PERFORMED IN MARCH, 2018 BOND B - THE REBATE COMPUTATION WAS PERFORMED IN MARCH, 2018 BOND c - THE REBATE COMPUTATION WAS PERFORMED IN MARCH, 2018 BOND D - THE REBATE COMPUTATION WAS PERFORMED IN APRIL, 2018 BOND A (2015 BONDS) - THE REBATE COMPUTATION WAS PERFORMED IN APRIL, 2018
Schedule K (Form 990) 2018

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
Scottsdale Healthcare Hospitals
 
Employer identification number
86-0181654
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 THE IDA OF THE CITY OF SCOTTSDALE AZ
  		86-0494636 810472EX4 05-25-2006 175,800,000 SEE PART VI   X   X   X
B THE IDA OF THE CITY OF SCOTTSDALE AZ
  		86-0494636 810472FWS 06-04-2008 151,350,684 REFUND OF 5/25/06 & 8/1/07 BONDS   X   X   X
C THE IDA OF THE CITY OF SCOTTSDALE AZ
  		86-0494636 810472GBO 08-26-2010 109,852,372 SEE PART VI   X   X   X
D ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 040507PS8 12-23-2014 342,354,232 SEE PART VI   X   X   X
ARIZONA HEALTH FACILITIES AUTHORITY
  		86-0453292 000000000 11-16-2015 47,740,000 REFUNDING OF 2006D-E BONDS   X   X   X
THE IDA OF THE COUNTY OF MARICOPA
  		86-0445263 000000000 08-31-2017 60,000,000 FINANCE NEW MONEY PROJECTS   X   X   X
THE IDA OF THE COUNTY OF MARICOPA
  		86-0445263 000000000 11-16-2017 30,000,000 FINANCE NEW MONEY PROJECTS   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 86,100,000 117,830,684 51,502,372 57,624,232
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 175,800,000 151,350,684 109,852,372 342,354,232
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 1,365,670 1,911,360 0 3,330,985
8 Credit enhancement from proceeds ............. 12,683,620 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 73,404,529 0 0 75,000,000
11 Other spent proceeds ............. 88,346,181 149,439,324 109,852,372 264,023,247
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2010 2008 2010 2014
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) 2018

Schedule K (Form 990) 2018
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   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?                
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 % 0 % 0 % 0.558 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 %      
6 Total of lines 4 and 5 ............. 3.530 %     0.558 %
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 .......... 0
  		0
  		0
  		0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
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      
b Name of provider .......... MRGN STNLYCITIMBIA
  		0
  		MRGN STNLYCITIMBIA
  		0
 
c Term of GIC ......... 8 %   8 %  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ X       X      
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
. Schedule K, Part I, COLUMN (F) BOND A - FINANCE NEW MONEY PROJECTS AND REFUND 7/8/93, 6/11/03 AND 6/25/03 BONDS. BOND C - Conversion of Series 2006C-E through current refunding of 5/25/06 bonds. BOND D - FINANCE CAPITAL IMPROVEMENTS and refund the following bond issuances: Series 2005, 2005B, 2007 and 2012 and a portion of 2008A. SCHEDULE K, PART IV, LINE 2C BOND A - THE REBATE COMPUTATION WAS PERFORMED IN MARCH, 2018 BOND B - THE REBATE COMPUTATION WAS PERFORMED IN MARCH, 2018 BOND c - THE REBATE COMPUTATION WAS PERFORMED IN MARCH, 2018 BOND D - THE REBATE COMPUTATION WAS PERFORMED IN APRIL, 2018 BOND A (2015 BONDS) - THE REBATE COMPUTATION WAS PERFORMED IN APRIL, 2018
Schedule K (Form 990) 2018

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.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Scottsdale Healthcare Hospitals
 
Employer identification number

86-0181654
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
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) LEE SILVER DAUGHTER OF KEY EMPLOYEE 67,924 EMPLOYEE COMPENSATION   No
(2) LINDSEY WRIGHT DAUGHTER OF KEY EMPLOYEE 40,375 EMPLOYEE COMPENSATION   No
(3) MARIA RUBIO SISTER OF BOARD MEMBER 105,985 EMPLOYEE COMPENSATION   No
(4) INDEPENDENT HOSPITALISTS LLC SEE PART V 1,054,608 PHYSICIAN SERVICES   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART IV, COLUMN (B), LINE 4 INDEPENDENT HOSPITALISTS, LLC IS AN ENTITY WHICH IS MORE THAN 35% OWNED BY A BOARD MEMBER (SORIANO).
Schedule L (Form 990 or 990-EZ) 2018


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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
Scottsdale Healthcare Hospitals
 
Employer identification number

86-0181654
Return Reference Explanation
FORM 990, PART I, LINE 6 SCOTTSDALE HEALTHCARE HOSPITALS (DBA HONORHEALTH) VOLUNTEERS PARTNER WITH OUR HOSPITAL STAFF TO PROVIDE PATIENT AND FAMILY SERVICES AT OUR FIVE CAMPUSES. THEIR PERSONALIZED SERVICE TO EACH PATIENT AND FAMILY MEMBERS CONTRIBUTES TO THEIR WORLD CLASS HEALTHCARE EXPERIENCE.
FORM 990, PART III, LINE 4A FORMED AFTER THE MERGER OF SCOTTSDALE HEALTHCARE AND JOHN C. LINCOLN HEALTH NETWORK, HONORHEALTH IS A NON-PROFIT HEALTH SYSTEM WITH FIVE ACUTE-CARE HOSPITALS, SIX EMERGENCY DEPARTMENTS - ONE OF THEM A FREESTANDING CENTER IN NORTH PHOENIX - AND THREE LEVEL I TRAUMA CENTERS. HONORHEALTH'S MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF THOSE WE SERVE. HONORHEALTH'S FIVE ACUTE CARE HOSPITALS HAVE ACHIEVED MAGNET DESIGNATION FROM THE AMERICAN NURSES CREDENTIALING CENTER. THIS PRESTIGIOUS RECOGNITION ENSURES THAT PATIENTS RECEIVE THE GOLD STANDARD FOR NURSING CARE, AN HONOR EARNED BY ONLY 8 PERCENT OF THE NATION'S HOSPITALS. MAGNET IS CONSIDERED THE HIGHEST RECOGNITION FOR NURSING EXCELLENCE. THE HEALTH SYSTEM ENCOMPASSES MORE THAN 13,600 EMPLOYEES, APPROXIMATELY 3,400 PHYSICIANS ON ITS MEDICAL STAFF AND APPROXIMATELY 3,000 VOLUNTEERS. HONORHEALTH'S HOSPITAL CAMPUSES ARE: HONORHEALTH JOHN C. LINCOLN MEDICAL CENTER: WITH 262 BEDS, THIS HOSPITAL SERVES NORTH CENTRAL PHOENIX, IS A LEADER IN ROBOTIC AND SCARLESS SURGERY AND OFFERS EXTENSIVE CARDIAC IMAGING AND HEART SERVICES. RECOGNIZED AS AN AMERICAN COLLEGE OF SURGEONS-VERIFIED LEVEL I TRAUMA CENTER SERVING SEVERELY INJURED PATIENTS, THE HOSPITAL ALSO PROVIDES A CARE PROGRAM FOR TRAUMA PATIENTS AGE 60 AND OLDER. THE HOSPITAL IS A CARDIAC ARREST CENTER CERTIFIED BY THE ARIZONA DEPARTMENT OF HEALTH SERVICES AND A PRIMARY STROKE CENTER. OTHER SERVICES INCLUDE MEDICAL/SURGICAL CARE; INTENSIVE CARE UNIT; CARDIOVASCULAR INTENSIVE AND PROGRESSIVE CARE; CARDIAC, ORTHOPEDIC AND CARDIAC SURGERY; NEUROSURGERY; UROLOGY; NEUROLOGY; RECONSTRUCTIVE SURGERY, AND INPATIENT AND OUTPATIENT MEDICAL IMAGING. ON THE CAMPUS ARE: - INPATIENT AND OUTPATIENT REHABILITATION SERVICES - AN OUTPATIENT SURGERY CENTER - A SATELLITE BREAST HEALTH AND RESEARCH CENTER - A GENERAL SURGERY RESIDENCY PROGRAM HONORHEALTH DEER VALLEY MEDICAL CENTER: THE 204-BED HOSPITAL SERVES THE RAPIDLY GROWING NORTHERN PHOENIX AREA AS WELL AS COMMUNITIES TO THE NORTH ALONG INTERSTATE 17, INCLUDING ANTHEM, NEW RIVER AND BLACK CANYON CITY. THE HOSPITAL IS HOME TO THE BREAST HEALTH AND RESEARCH CENTER, WHICH OFFERS ADVANCED DIAGNOSTIC TECHNOLOGY THAT INCLUDES 3-D DIGITAL MAMMOGRAPHY, AN ON-SITE MRI, BONE DENSITY SCREENINGS, BODY COMPOSITION ASSESSMENTS AND CARE COORDINATION. DEER VALLEY MEDICAL CENTER IS A CARDIAC ARREST CENTER CERTIFIED BY THE ARIZONA DEPARTMENT OF HEALTH SERVICES AND A PRIMARY STROKE CENTER. THE FACILITY PROVIDES A WIDE RANGE OF STATE-OF-THE-ART INPATIENT AND OUTPATIENT SERVICES INCLUDING: A LEVEL I TRAUMA CENTER; A CARE PROGRAM FOR TRAUMA PATIENTS AGE 60 AND OLDER; A CHILDREN'S EMERGENCY CENTER AND INPATIENT PEDIATRIC UNIT; A COMPLETE RANGE OF PERSONALIZED INPATIENT AND OUTPATIENT CARE; EMERGENCY CARE; A CRITICAL CARE UNIT; A PROGRESSIVE CARDIAC CARE UNIT; AN ORTHOPEDIC UNIT; CANCER CARE; MEDICAL/SURGICAL AND TELEMETRY UNITS AND AN OUTPATIENT SURGERY CENTER. GENERAL SURGERY RESIDENTS TRAIN HERE AND AT HONORHEALTH JOHN C. LINCOLN MEDICAL CENTER. HONORHEALTH SCOTTSDALE OSBORN MEDICAL CENTER: THIS 325-BED, FULL-SERVICE HOSPITAL IS KNOWN FOR ITS TRAUMA, ORTHOPEDICS, NEUROSURGERY, NEUROSCIENCES, CARDIOVASCULAR SERVICES AND CRITICAL CARE. THE HOSPITAL IS AN AMERICAN COLLEGE OF SURGEONS-VERIFIED LEVEL I TRAUMA CENTER, A CARDIAC ARREST CENTER CERTIFIED BY THE ARIZONA DEPARTMENT OF HEALTH SERVICES AND A PRIMARY STROKE CENTER. THE HOSPITAL OFFERS A COMPLETE RANGE OF PERSONALIZED INPATIENT AND OUTPATIENT CARE INCLUDING MEDICAL/SURGICAL CARE; EMERGENCY ROOM; INTENSIVE CARE; CARDIOVASCULAR INTENSIVE AND PROGRESSIVE CARE; CARDIAC, ORTHOPEDIC AND CARDIAC SURGERY; NEUROSURGERY; UROLOGY; CANCER CARE; NEUROLOGY; RECONSTRUCTIVE SURGERY, INPATIENT AND OUTPATIENT REHABILITATION SERVICES, HOME HEALTHCARE, WOUND MANAGEMENT, AND INPATIENT AND OUTPATIENT MEDICAL IMAGING. ON THE CAMPUS ARE: - A FAMILY BIRTHING CENTER AND NEONATAL UNIT - THE GREENBAUM SURGICAL SPECIALTY HOSPITAL, FOCUSING ON SUCH GENERAL SURGERIES SUCH AS EAR, NOSE AND THROAT, UROLOGY AND GYNECOLOGY - A FAMILY MEDICINE RESIDENCY PROGRAM - A TRAUMA/MEDICAL TRAINING CENTER FOR THE U.S. MILITARY HONORHEALTH SCOTTSDALE SHEA MEDICAL CENTER: WITH 427 BEDS, THE SHEA HOSPITAL IS KNOWN FOR ITS ONCOLOGY CARE, TOTAL JOINT REPLACEMENT CENTER, AND CARDIOLOGY AND ORTHOPEDIC SERVICES. THE FACILITY ALSO HAS A BARIATRIC SURGERY CENTER OF EXCELLENCE. THE HOSPITAL IS A CARDIAC ARREST CENTER CERTIFIED BY THE ARIZONA DEPARTMENT OF HEALTH SERVICES. THE FACILITY OFFERS A COMPLETE RANGE OF PERSONALIZED INPATIENT AND OUTPATIENT CARE INCLUDING MEDICAL/SURGICAL CARE; EMERGENCY ROOM; INTENSIVE CARE; CARDIOVASCULAR INTENSIVE AND PROGRESSIVE CARE; CARDIAC, ORTHOPEDIC AND CARDIAC SURGERY; NEUROSURGERY; UROLOGY; CANCER CARE; NEUROLOGY; HOME HEALTHCARE; INPATIENT AND OUTPATIENT REHABILITATION SERVICES, DIABETES EDUCATION, AND INPATIENT AND OUTPATIENT MEDICAL IMAGING. THE HOSPITAL HAS A DEDICATED PEDIATRIC EMERGENCY DEPARTMENT AND PEDIATRIC ICU. WOMEN'S SERVICES INCLUDE MATERNITY AND A LEVEL III NEONATAL ICU. ON THE CAMPUS ARE: - THE VIRGINIA G. PIPER CANCER CENTER: ACCREDITED BY THE COMMISSION ON CANCER OF THE AMERICAN COLLEGE OF SURGEONS, IT OFFERS AN INNOVATIVE COMBINATION OF COMMUNITY ONCOLOGY SERVICES AND ACADEMIC MEDICINE. - THE HONORHEALTH RESEARCH INSTITUTE, WHICH IS A LEADER IN GENOMIC CANCER RESEARCH. OTHER MAJOR FOCUS AREAS OF RESEARCH ARE CANCER, HEART AND VASCULAR, BARIATRICS, NEUROLOGY, AND TRAUMA. - THE VIRGINIA G. PIPER SURGERY CENTER: OFFERS A RANGE OF OUTPATIENT SURGERIES AND SHORT INPATIENT STAYS WHEN NEEDED AND SUPPORT SERVICES. - BONE MARROW TRANSPLANT PROGRAM. HONORHEALTH SCOTTSDALE THOMPSON PEAK MEDICAL CENTER: WITH 120 BEDS, THE HOSPITAL PROVIDES INTENSIVE CARE AS WELL AS CANCER, UROLOGY, GYNECOLOGY, ORTHOPEDICS AND EMERGENCY CARE. THE FACILITY IS A CARDIAC ARREST CENTER CERTIFIED BY THE ARIZONA DEPARTMENT OF HEALTH SERVICES AND PROVIDES MINIMALLY INVASIVE GENERAL SURGERY; VASCULAR SURGERY; UROLOGY; GYNECOLOGY/ONCOLOGY; AND SPINAL SURGERY. IT ALSO HAS AN ORTHOPEDIC INSTITUTE AND AN INTERNAL MEDICINE RESIDENCY PROGRAM. HONORHEALTH SONORAN HEALTH AND EMERGENCY CENTER: THE FREESTANDING EMERGENCY CENTER IN NORTH PHOENIX, OFF INTERSTATE 17, OFFERS EMERGENCY CARE 24 HOURS A DAY, SEVEN DAYS A WEEK, TO PEOPLE OF ALL AGES. IN ADDITION TO EMERGENCY CARE, THE CENTER PROVIDES BREAST HEALTH AND MEDICAL IMAGING. THE SATELLITE BREAST HEALTH AND RESEARCH CENTER LOCATION OFFERS STATE-OF-THE-ART DIAGNOSTIC TOOLS WITH 3-D MAMMOGRAPHY. OTHER SERVICES INCLUDE BONE DENSITY SCREENINGS, BODY COMPOSITION ASSESSMENTS AND CARE COORDINATION. In September 2020, HonorHealth will add its sixth medical center, the Sonoran Crossing Medical Center, to its health system. Located at Interstate 17 and Dove Valley Road in north Phoenix, the three-story, 210,000-square-foot facility will be built on the campus that currently houses the Sonoran Health and Emergency Center. Groundbreaking took place December 5, 2018. THE HONORHEALTH VIRGINIA G. PIPER CANCER CARE NETWORK: THIS INTEGRATED NETWORK PROVIDES CANCER CARE AT ITS FIVE ACUTE CARE HOSPITALS AND MULTIPLE OUTPATIENT CARE LOCATIONS ACROSS METRO PHOENIX. THE HONORHEALTH MEDICAL GROUP: ENCOMPASSES MORE THAN 60 PRIMARY CARE AND SPECIALTY PRACTICES throughout THE METRO PHOENIX AREA. ACCOUNTABLE CARE ORGANIZATIONS (ACO): HONORHEALTH HAS TWO ACOS - JOHN C. LINCOLN ACCOUNTABLE CARE ORGANIZATION, LLC AND SCOTTSDALE HEALTH PARTNERS, LLC DBA INNOVATION CARE PARTNERS. AN ACO IS AN ORGANIZATION THAT INCLUDES A GROUP OF HEALTH CARE PROVIDERS WHO COLLABORATE AND AGREE TO SHARE RESPONSIBILITY FOR THE TOTAL COST AND QUALITY OF CARE FOR A DESIGNATED GROUP OF PATIENTS OVER A PERIOD OF time. hONORHEALTH HAS SERVED THE COMMUNITY FOR MORE THAN 70 YEARS THROUGH OUTREACH PROGRAMS SUCH AS DESERT MISSION, THE HONORHEALTH FOUNDATION, AND THROUGH ITS AFFILIATION WITH NOAH. DESERT MISSION, INC.: PROVIDES COMMUNITY SERVICES FOR THE VULNERABLE IN THE COMMUNITY, INCLUDING A FOOD BANK, LINCOLN LEARNING CENTER, ADULT DAY HEALTH CARE AND LIVING WELL: FINANCIAL CAREER AND HOME SUCCESS. NOAH: NOAH OPERATES AS AN INDEPENDENT 501(C)(3) ORGANIZATION AND PROVIDES AFFORDABLE, QUALITY CARE FOR UNDERSERVED INDIVIDUALS AT COMMUNITY HEALTH CENTERS. HONORHEALTH FOUNDATION: PROVIDES THE PHILANTHROPY TO SUPPORT, ENHANCE AND GROW HONORHEALTH. HONORHEALTH'S BOARD OF DIRECTORS IS MADE UP OF COMMUNITY LEADERS. HONORHEALTH MAINTAINS AN OPEN MEDICAL STAFF POLICY, PARTICIPATES IN MEDICARE AND MEDICAID PROGRAMS AS WELL AS OTHER GOVERNMENT HEALTH PROGRAMS. HONORHEALTH'S EMERGENCY ROOMS AND TRAUMA CARE CENTERS ARE OPEN TO PATIENTS REGARDLESS OF ABILITY TO PAY, PURSUANT TO ITS FINANCIAL ASSISTANCE POLICY.
FORM 990, PART VI, LINE 1A HONORHEALTH HAS AN EXECUTIVE COMMITTEE. THE HONORHEALTH CHAIR AND VICE CHAIR SERVE AS THE CHAIR AND VICE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS THE POWER AND AUTHORITY OF THE BOARD OF DIRECTORS TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION AND SUCH OTHER MATTERS AS MAY BE DELEGATED TO IT BY THE BOARD DIRECTORS IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, LINE 11B THE TAX RETURN INFORMATION IS GATHERED BY THE FINANCE TEAM FROM VARIOUS SOURCES WITHIN THE ORGANIZATION INCLUDING HUMAN RESOURCES, PAYROLL, AND THE LEGAL DEPARTMENT. THE INFORMATION IS REVIEWED BY THE DIRECTOR TAX & TREASURY AND PROVIDED TO AN ACCOUNTING FIRM THAT PREPARES THE RETURNS. AN INITIAL DRAFT OF THE FORM 990 IS SUBMITTED TO THE NETWORK CONTROLLER, VP FINANCE, GENERAL COUNSEL AND VP REVENUE CYCLE FOR REVIEW. COMMENTS FROM THOSE INDIVIDUALS ARE CONSIDERED AND INCORPORATED INTO A FINAL DRAFT. THE FINAL DRAFT IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS AND ANY CHANGES FROM THE BOARD REVIEW ARE INCORPORATED PRIOR TO FILING.
FORM 990, PART VI, LINE 12C HonorHealth monitors and enforces compliance with its conflict of interest policy through education and annual/ongoing reporting. Each year, HonorHealth conducts an annual conflict of interest review. This process requires all directors, officers and key employees to complete a conflict of interest disclosure statement. The Audit & Compliance Services Department will review all reported disclosures, discuss with and/or request additional information regarding any potential conflict from the disclosing party, if appropriate, and determine, in consultation with the HonorHealths General Counsel, whether a actual or perceived conflict of interest exists. If the reported disclosure can be managed in such a way that a conflict of interest does not present itself, or can be reasonably assured of such, the Audit & Compliance Services Department will derive a management plan to address it, which is shared with and agreed upon by the disclosing party. If the reported disclosure cannot be managed in such a way to avoid a conflict, the Audit & Compliance Services Department will discuss options for addressing the conflict with HonorHealths General Counsel, which may result in discontinuance of relationship with HonorHealth, removal from the Board or governing board committees, removal from an employment role, termination of a contractual agreement or other such actions to eliminate the conflict with HonorHealths business. The Audit & Compliance Committee of the HonorHealth Board receives an annual summary of all disclosed potential or actual conflicts to ensure they have been reviewed and processed in accordance with the HonorHealth conflict of interest policy.
FORM 990, PART VI, LINES 15A & 15B AN EXECUTIVE COMPENSATION CONSULTANT CONDUCTS DETAILED MARKET ANALYSIS FOR EXECUTIVE CASH COMPENSATION. THE CONSULTANT UTILIZES AVAILABLE PUBLISHED HEALTHCARE SURVEY SOURCES. EXECUTIVE POSITIONS ARE MATCHED TO APPROPRIATE SURVEY POSITIONS BASED ON JOB CONTENT, DUTIES AND SCOPE OF RESPONSIBILITY. SURVEY DATA IS MATCHED FROM ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. RESULTS OF THE STUDY ARE SHARED WITH THE BOARD FOR APPROVAL. THE STUDY WAS LAST COMPLETED IN 2018.
FORM 990, PART VI, LINE 19 DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST TO THE HONORHEALTH NETWORK CONTROLLER AT: 8125 N. HAYDEN ROAD, SCOTTSDALE, AZ 85258
FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF HEDGE RATE SWAP $ 4,722,630 EQUITY TRANSFERS (NET) $ 9,215 ================================== ============ TOTAL $ 4,731,845
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
Scottsdale Healthcare Hospitals
 
Employer identification number

86-0181654
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) JOHN C LINCOLN LLC
8125 N HAYDEN ROAD
SCOTTSDALE,AZ85258
86-0828589 		PHYS PRACTICE AZ 114,334,616 39,818,999 SHH
 
(2) JOHN C LINCOLN ACO LLC
8125 N HAYDEN ROAD
SCOTTSDALE,AZ85258
35-2437265 		ACO AZ 5,703,069 33,999,916 SHH
 
(3) LINCOLN PHYSICIAN BILLING LLC
8125 N HAYDEN ROAD
SCOTTSDALE,AZ85258
 INACTIVE AZ 0 0 SHH
 
(4) SCOTTSDALE HEALTH PARTNERS (DBA ICP)
8125 N HAYDEN ROAD
SCOTTSDALE,AZ85258
45-5616077 		ACO AZ 5,703,069 33,999,916 SHH
 




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)Scottsdale Healthcare Corp
8125 N Hayden Road

Scottsdale,AZ85258
94-2735850 		Healthcare AZ 501(c)(3) 12, TYPE I SHH
 
Yes
 
(2)HONORHEALTH Foundation
8125 N Hayden Road

Scottsdale,AZ85258
74-2355411 		Foundation AZ 501(c)(3) 7 SHH
 
Yes
 
(3)SCOTTSDALE HEALTHCARE AUXILIARY
8125 N Hayden Road

Scottsdale,AZ85258
23-7264497 		FUNDRAISING AZ 501(c)(3) 10 SHH
 
Yes
 
(4)DESERT MISSION INC
8125 N Hayden Road

SCOTTSDALE,AZ85258
86-0096941 		COMMUNITY SVC AZ 501(c)(3) 7 SHH
 
Yes
 






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) Scottsdale Healthcare ASC LLC

3621 N Wells Fargo Avenue
Scottsdale,AZ85251
27-1450828 		Healthcare DE SHC
  		RELATED 0 0   No 0   No  
(2) Globalrehab-Scottsdale LLC

1420 W Mockingbird Lane Ste 100
Dallas,TX75247
27-4160293 		Healthcare AZ SHH
  		RELATED 520,816 2,547,302   No 0   No 51.000 %
(3) SCOTTSDALE SURG PARTNERS LLC

9522 E SAN SALVADOR
SCOTTSDALE,AZ85258
20-1808351 		HEALTHCARE DE SHC ASC LLC
  		RELATED 0 0   No 0   No  
(4) BILTMORE SURGICAL PARTNERS LLC

27271 LAS RAMBLAS SUITE 350
MISSION VIEJO,CA92691
26-4509307 		HEALTHCARE DE SHC ASC LLC
  		RELATED 0 0   No 0   No  
(5) UNION HILLS PAIN PARTNERS LLC

27271 LAS RAMBLAS SUITE 350
HEALTHCARE,AZ92691
47-3325492 		HEALTHCARE DE SHC ASC LLC
  		RELATED 0 0   No 0   No  
(6) SCOTTSDALE LINCOLN CLINICAL

SEE PART VII
SCOTTTSDALE,AZ85258
47-5332541 		HEALTHCARE AZ SHH
  		RELATED 305,218 0   No 0 Yes   51.000 %


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

PO BOX 1085 5TH FLOOR
KY,GEORGE TOWN GRANDKY1-1102
CJ
CAPTIVE INS. CJ SHH
  		FOREIGN 11,538,625 52,796,063 100.000 % Yes  
(2) SCOTTSDALE HEALTHCARE MSO INC

8125 N HAYDEN ROAD
SCOTTSDALE,AZ85258
86-0512895 		MSO AZ SHC
  		C CORP 0 0   Yes  
(3) SONORAN CROSSING OWNERS ASSOCIATION

8125 N HAYDEN ROAD
SCOTTSDALE,AZ85258
46-3554413 		OWNERS ASSOC. AZ SHh
  		c corp 0 0 100.000 % Yes  








Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
Yes
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
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
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
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
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) HONORHEALTH FOUNDATION

 b 4,626,418 COST
(2) HONORHEALTH FOUNDATION

 c 11,759,082 COST
(3) HONORHEALTH CAPTIVE INSURANCE EXCHANGE

 r 10,825,424 COST
(4) HONORHEALTH CAPTIVE INSURANCE EXCHANGE

 f 4,900,000 COST
(5) DESERT MISSION INC

 b 463,833 COST
(6) GLOBALREHAB - SCOTTSDALE LLC

 A 84,000 COST
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PART I, Line 2 JOHN C. LINCOLN ACO, LLC'S INCOME AND ASSETS ARE INCLUDED IN SCOTTSDALE HEALTH PARTNER'S ("SHP") BOOKS. THE AMOUNTS REPORTED IN COLUMN (D) AND (E) REPRESENT ALL INCOME AND ASSETS OF SHP FOR 2018.
SCHEDULE R, PART III, COLUMN (A) Scottsdale healthcare asc, llc Ein: 27-1450828 Address: 8125 n. Hayden road, scottsdale, az 85258 Globalrehab-scottsdale, llc Ein: 27-4160293 Address: 4714 gettysburg road, mechanicsburg, pa 17055 Scottsdale surgical partners, llc Ein: 20-1808351 Address: 9522 e. san salvador, scottsdale, az 85258 Biltmore surgical partners, llc Ein: 26-4509307 Address: 27271 las ramblas, suite 350, mission viejo, ca 92691 Union hills pain partners, llc Ein: 47-3325492 Address: 27271 las ramblas, suite 350, mission viejo, ca 92691 Scottsdale lincoln clinical specialists, llc (thru 7/18) Ein: 47-5332541 Address: 8125 n. Hayden road, scottsdale, az 85258
Schedule R (Form 990) 2018

Additional Data


Software ID:  
Software Version: