Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (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 | |||||
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Total |
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Calendar year (or fiscal year beginning in) ![]() |
(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. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(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 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 | ||||
| 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 |
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| 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 |
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| 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 |
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2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 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) |
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| 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. |
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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. |
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7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 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..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| PART VI, SECTION B, LINE 11B | Form 990 Review Process: THE FORM 990 WAS REVIEWED BY THE FINANCE DIRECTOR AND THE CFO. THE FORM 990 WAS THEN PRESENTED TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE REVIEWED AND APPROVED THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of Interest Policy & Procedures CONFLICT OF INTEREST: THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE THROUGH AN ANNUAL CONFLICT OF INTEREST SURVEY AND DECLARATION. IN ADDITION, THE BOARD MEMBERS ARE COGNIZANT OF THE REQUIREMENTS TO REMAIN INDEPENDENT DURING DELIBERATIONS THAT IMPACT THE ORGANIZATION. IN ADDITION TO THE ANNUAL CONFLICT OF INTEREST STATEMENT THAT DIRECTORS, OFFICERS, AND KEY EMPLOYEES COMPLETE, THERE IS VOLUNTARY DISCLOSURE OF ANY POTENTIAL CONFLICTS AS DISCUSSIONS OF PENDING TRANSACTIONS OCCUR. THE LEGAL DEPARTMENT AND CFO REVIEW THE CONFLICT OF INTEREST STATEMENTS. IF A CONFLICT ARISES, THE PERSON WITH THE CONFLICT RECUSES HIMSELF OR HERSELF FROM THE DELIBERATIONS AND DECISION MAKING PROCESS REGARDING THAT PARTICULAR MATTER. Form 990, Part VI, Line 15 Determination of Compensation FOR 2018 COMPENSATION, THE COMPENSATION AND BENEFITS PACKAGE OF THE CEO WAS EVALUATED AND REVIEWED BY AN INDEPENDENT COMPENSATION COMMITTEE APPOINTED BY THE PRESIDENT AND VICE PRESIDENT OF THE BOARD, WHO ARE INDEPENDENT. AS PART OF THIS PROCESS, AN INDEPENDENT CONSULTANT WAS USED TO PROVIDE COMPARABLE DATA PROVIDED FOR SIMILAR POSITIONS AT SIMILAR SIZE HOSPITALS AND HEALTH PLANS AND THE COMPENSATION PACKAGE WAS REVIEWED AND APPROVED BY THE BOARD. FOR 2018 COMPENSATION, THE COMPENSATION COMMITTEE, ALSO REVIEWED THE DATA AND APPROVED THE COMPENSATION PACKAGE FOR OTHER OFFICERS AND KEY EMPLOYEES. THE COMMITTEE'S DISCUSSIONS AND DELIBERATIONS REGARDING COMPENSATION FOR THE CEO, OTHER OFFICERS, AND KEY EMPLOYEES WERE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES. |
| Part VI Section C Line 19 | Disclosure of Documents FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY BE MADE AVAILABLE FOR PUBLIC INSPECTION, AS SUCH THESE DOCUMENTS ARE NOT AVAILABLE FOR PUBLIC INSPECTION. HOWEVER, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AND THEY ARE ALSO ATTACHED TO A COPY OF THIS FORM 990. |
| Part XI, Line 9 | Decrease in pension liability $ 886,160 |
| Community Benefit Report | THE FOLLOWING IS AN EXCERPT FROM THE 2018 COMMUNITY BENEFIT REPORT General Overview Chinese Hospital is a unique healthcare provider within the City and County of San Francisco, having a long and rich history of providing access to culturally competent health care services to the Chinese Community. In 1900, the Tung Wah Dispensary opened in San Franciscos Chinatown, and by the early 1920s outgrown its space as other San Francisco providers continued to deny health care access for the local Chinese community. With visionary acumen, fifteen community organizations established a non-profit public benefit corporation in 1923 - the Chinese Hospital Association. The fifteen founding members of the Board of Trustees raised funds for construction of a new facility at 835 Jackson Street, and in October 1925 celebrated the grand opening of the first Chinese Hospital. In the mid-1970s Chinese Hospital required a brand new facility. Once again the Board of Trustees conducted extensive fund raising and received Hill Burton funding for construction of the current hospital facility that opened in September 1979 at 845 Jackson Street, next door to the original Chinese Hospital, and maintaining a licensed bed capacity of 54 beds. Chinese Hospital opened an eight-story new tower in October 2016. This will enable Chinese Hospital to better serve the needs of the community. Licensed beds increased to 65 beds. New services include an Magnetic Resonance Imaging Scanner (MRI); an expanded standby Emergency Department; 4 bed Outpatient Observation Unit; a Support Health Services clinic (which supports the community physicians and their patients by providing health educational needs); expanded and new outpatient Pharmacy; expanded Cardio-Pulmonary Unit (new body box for pulmonary functions testing, two new tread mills for stress tests); 3rd and 4th floor Medical and Surgical Units with private rooms; Surgery Department expanded from 2 Operating Rooms to 4- new and state of the art ORs; new Intensive Care Units expanded to 6-private rooms with new state of the art equipment for monitoring patients; and new state of the art Telemetry Unit, with 12 beds. An Integrated Delivery System In the mid-1980s, managed care programs surfaced in the San Francisco Bay Area. Through a collaborative program with Blue Shield of California, Chinese Hospital and its physician partner organization created Chinese Community Health Plan (CCHP). In 1987, Blue Shield transferred the health plan to the ownership of Chinese Hospital, which received its own Knox-Keene license from the State of California Department of Corporations. Chinese Community Health Plan provides low-cost commercial insurance products for individual and employer groups, most of which represent small Asian businesses. Our fully integrated healthcare delivery system also serves managed care Medicare and Medi-Cal enrollees in the community. In 2009, CCHP expanded its coverage to Northern San Mateo County. Chinese Hospital and its physician partners, Jade Healthcare Medical Group, Chinese Community Health Care Association (CCHCA), serve Medicare, Medi-Cal and commercial enrollees. Chinese Hospital Association provided without any limitations medical care to all members of the following medical insurance plans like Blue Cross, Blue Shield, Aetna, San Francisco Health Plan, Healthy Kids San Francisco, United Healthcare, HealthNet, CCHP and other providers that came for care at Chinese Hospital and its Clinics. The Jade Healthcare Medical Group is a for-profit physicians independent practice association (IPA), organized in 2016 with the mission to improve the health of our community by delivering high-quality, affordable healthcare through culturally competent and linguistically appropriate services. In 1989, the three associations Chinese Hospital, the Chinese Community Health Care Association (CCHCA), and Chinese Community Health Plan (CCHP) established of the Chinese Community Health Resource Center (CCHRC), a non-profit community center with the mission to build a healthy community through culturally and linguistically competent preventive health, disease management, and research programs. CCHRC has maintained a wide range of health education programs and a resource library (www.cchrchealth.org). Chinese Hospital continues to support CCHRC annually and providing in-kind support services to CCHRC on human resource, housekeeping, engineering, finance and IT as well as providing facility space to house CCHRCs Wellness Library and its patient navigation program. To increase healthcare access for the expanding Chinese population in the western part of San Francisco, Chinese Hospital and Chinese Community Health Care Association created the Sunset Health Services Community Clinic in 1997. The community clinic, staffed by physicians specialized in General Medicine, Internal Medicine, Women's Health, Cardiology, Podiatry, Gastroenterology and Oncology, provides a wide range of culturally competent health care services such as primary care with subspecialties: preventive care services, womens health services, health education, and laboratory services. The clinic is also staffed with nurse practitioners, acupuncturists and other clinical personnel who speak Mandarin, Cantonese, Tagalog and English. Chinese Hospital will continue to bring culturally competent healthcare to the Chinese in southern part of San Francisco and northern San Mateo County, as demonstrated by our two clinics in the area. Chinese Hospital will continue to support the community physicians and be a valued resource in the City for the Asian population. Chinese Hospital opened its Support Health Services clinic in Chinatown, in 2008. Staffed by a nurse practitioner (NP), the clinic helps manage patients, in our community, with chronic disease at no cost, with aim to promote effective chronic disease self-management. The clinic also offers management in diabetes, nutritional consult, hypertension, womens health, and anticoagulation therapy. The Support Health Services, along with the satellite clinics also provide a comprehensive immunization program to meet the need of the community, such as childhood immunizations, Hepatitis B, Tdap and Influenza & Pneumococcal vaccination. The leadership for charity care at Chinese Hospital starts with our Chief Executive Officer, Dr. Jian Zhang, serves on several non-profit boards as a member of Board of Directors and is an active member of the Chinese community Cardiac Council, American Hospital Association (she serves a voice to provide care and education for ethnic groups and their health disparities), the San Francisco Health Authority Board, NICOS Chinese Health Coalition, and the Chinese Community Health Resource Center. Many hospital staff members are also active on health coalition boards: such as, Asian Alliance against Domestics Violence, San Francisco Hepatitis B Free campaign, San Francisco Bay Area American Diabetic Association Board, and the Community Advisory Board of the UCSF Helen Diller Family Comprehensive Cancer Center and Center on Aging in Diverse Communities of UCSF, SF CAN, to name a few. The Community Benefit Plan for 2018 will summarize Chinese Hospitals objectives and the plan for community health outreach projects for 2019. A. Medical Care costs not fully compensated resulting in loss in these programs A-1. State sponsored Medi-Cal Program has very low reimbursement rates which results in providing medical care at a loss. At Chinese Hospital, we provided care to 142 patients representing total patient days of 591. Similarly, the outpatient Medi-Cal patients are provided medical care at a loss. Total of 8,827 patients were treated as Outpatients at Chinese Hospital. Chinese Hospital Clinics provided medical care to 5,282 patients. A-2. Medicare programs have reimbursement rates that are not sufficient to provide cost of medical care. At Chinese Hospital we provided care to 1,363 Inpatients, which is a total of 7,182 patient days. Total of 31,279 Medicare patients were seen as Outpatients while the clinics saw total of 21,397 patients. A-2. Traditional Charity Care: Chinese Hospital provided care to 11 patients as Inpatient with total of 266 patient days and 301 patients were taken care of at the Clinics. These individual patients have no insurance coverage and could not afford to pay the cost of care resulting in full amount written off under our charity care policy. A-3. Treatment Center Services: Chinese Hospital provided emergency room care to any patients that sought medical care irrespective to their ability to pay for the care. Once again, patients who have Medi-Cal, Medicare coverage or no coverage consume large dollars of medical care that are not fully compensated resulting in loss under these programs. See table at the end of this report. |
| B. Other Benefits for the Broader Community | Chinese Hospital makes significant commitments in providing health education, prevention and support services for the broader Chinese community. B-1. Reduced Cost Immunization/Flu Vaccine Programs: Chinese Hospital offered the general public reduced cost immunizations and no-cost flu vaccines. These programs served over 20 people and generated nearly __ in unsponsored community benefit expenses. B-2. Chinese Community Health Resource Center: Chinese Hospital sponsors the Chinese Community Health Resource Center, a community-based organization providing bilingual health education services to the Chinese community. Programs of the Chinese Community Health Resource Center include health education classes (e.g., Allergies, Arthritis Management, Asthma, Blood Pressure, Cancer Awareness, Cholesterol, Colorectal Cancer, Coronary Artery Disease, COPD, Diabetes Management, Healthy Eating, Heart Failure, Incontinence, Injury Prevention, Insomnia, Medication Management, Memory Improvement, Osteoporosis, Pain Management, Prostate Health, Rheumatoid Arthritis, Stress Management, Stroke Prevention, Urinary Incontinence, Prenatal & Child Health), chronic disease education management, health screenings, holding health fairs, on-site classes, cancer patient services, individual nutrition counseling, smoking cessation counseling, non-clinical social services, video-viewing program, patient navigation, a Wellness Library, and bilingual health education materials. The Center also provides community presentations upon request and participate in various local and national committees. In 2018, there were over 4,611 in-person encounters and 239,750 web page views for health education through the Chinese Community Health Resource Center. In addition, Chinese Hospital donated $200,000 for operating expenses to the Chinese Community Health Resource Center plus provided in-kind support services on IT, housekeeping, engineering, finance, human resources and duties related to serving as the President of CCHRCs Board of Directors. These in-kind support was estimated as unsponsored community benefit expense of more than $70,000. Additionally, Chinese Hospital also provided facility space to house CCHRCs Wellness Library and Patient Navigation program. The square footage for the facility is 620 which estimated to $50,000 additional unsponsored community benefit expense. B-3. Anticoagulation Services: Chinese Hospitals Support Health Services provided free anticoagulation services to 28 seniors and community members. The number of total encounters was 102, and the unsponsored community benefit expense associated with these services was more than $8,000. B-4. Chinese Hospital Employees Participation in Community Programs: employees of the Chinese Hospital have participated in various community education outreach and advocacy activities such as health fairs, health talk shows, cooking competition, public health hearing, phone consultations related to social services, etc. The hours contributed for these activities estimated to be about 217 hours. C. Health Research, Education and Training Programs C-1. Student Internship: Chinese Hospital hosted clinical internships for 1 nursing student with 120 clinical rotation hours; 7 pharmacy students with 1360 rotation hours; 8 phlebotomist trainees with 600 rotation hours; 2 nurse practitioner (NP) students with 190 rotation hours and 15 medical students with 1645 rotation hours. The total staff time for onboarding time spent with the NP and medical students were 152 hours. Other incidental hours associated with this program was close to 400 hours. Total unsponsored community benefit expense of this program was around $65,000. D. Other Quantifiable and Non-Quantifiable Benefits Chinese Hospitals commitments to the community extend beyond the direct services it provides to the community. D-1. Health Fair/Street Fair: Chinese Hospital participated in various Health Fairs/Street Fairs through the volunteer efforts of hospital staff members. At the fairs, health education materials were distributed to community members and free test on blood pressure was provided. Over 2,500 individuals attended these Fairs, and the unsponsored community benefit associated with this effort was around $17,000. D-2. Chinese Hospital Monthly Community Health Day: Chinese Hospital sponsored Monthly Community Health Day in 2018 through volunteer efforts of hospital staff members. Health related educational activities and screenings were provided at the monthly health days. The health screenings offered at these health days included Blood Glucose, Blood Pressure, Body Mass Index, Cholesterol, Osteoporosis and Vision. Total health screenings performed at the health days were 2,619 among 1,174 participants. The unsponsored community benefits associated with this effort was around $23,000. |
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