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 09-01-2018 , and ending 08-31-2019
BCheck if applicable:
CName of organization
STANFORD HEALTH CARE
 
% CONTROLLER
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
300 PASTEUR DRIVE MC 5555
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STANFORD, CA94305
D Employer identification number

94-6174066
E Telephone number

G Gross receipts $ 4,744,282,090
F Name and address of principal officer:
LINDA HOFF CFO
300 PASTEUR DRIVE MC 5230
STANFORD,CA94305
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
HTTP://WWW.STANFORDHEALTHCARE.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1957
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 31
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 20
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 14,574
6 Total number of volunteers (estimate if necessary) ............. 6 1,145
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,374,283
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 44,851,782 35,789,010
9 Program service revenue (Part VIII, line 2g) ......... 4,315,034,987 4,580,588,564
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 145,656,535 126,779,819
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 4,505,543,304 4,743,157,393
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 66,047,781 79,556,326
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,771,231,103 1,848,445,661
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet13,898,885    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,212,753,313 2,358,083,350
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,050,032,197 4,286,085,337
19 Revenue less expenses. Subtract line 18 from line 12....... 455,511,107 457,072,056
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 6,946,414,314 7,550,685,195
21 Total liabilities (Part X, line 26)............. 3,083,849,907 3,447,531,125
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,862,564,407 4,103,154,070
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
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Signature of officer Date
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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: SEE SCHEDULE O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 3,961,096,151 including grants of $ 79,556,326 ) (Revenue $ 4,580,588,564 )
SEE SCHEDULE O.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet3,961,096,151
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
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see list of attachments
20b
Yes
 
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
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
845
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
14,574
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletBD
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
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
Yes
 
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
31
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
20
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-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:
MediumBulletCONTROLLER1804 EMBARCADERO RD STE 100 1ST   PALO ALTO,CA94303 (650) 723-4000
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) SUSAN BECHTEL......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(2) WILLIAM BRODY......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(3) MARIANN BYERWALTER......................................................................
DIRECTOR
2.0
.................
3.0
X           0 0 0
(4) JEFF CHAMBERS......................................................................
DIRECTOR
2.0
.................
12.0
X           0 0 0
(5) BRET COMOLLI......................................................................
DIRECTOR
2.0
.................
2.0
X           0 0 0
(6) ED DAMROSE MD......................................................................
DIRECTOR
2.0
.................
50.0
X           0 692,913 38,475
(7) DONNA DUBINSKY......................................................................
DIRECTOR (SEE SCHEDULE O)
2.0
.................
0.0
X           0 0 0
(8) DAVID ENTWISTLE......................................................................
DIRECTOR/CEO
50.0
.................
6.25
X   X       2,840,925 0 373,297
(9) CHANDLER EVANS......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(10) KAYE FOSTER-CHEEK......................................................................
DIRECTOR
2.0
.................
2.0
X           0 0 0
(11) SAM GAMBHIR MD......................................................................
DIRECTOR
2.0
.................
50.0
X           0 883,420 57,571
(12) JOHN GOLDMAN......................................................................
DIRECTOR
2.0
.................
2.0
X           0 0 0
(13) LORI GOLER......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(14) JOHN GUNN......................................................................
VICE CHAIR
2.0
.................
2.0
X           0 0 0
(15) FRED HARMAN......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(16) ROBERT HARRINGTON MD......................................................................
DIRECTOR (SEE SCHEDULE O)
2.0
.................
51.0
X           0 985,892 59,317
(17) CECILIA HERBERT......................................................................
DIRECTOR
2.0
.................
0.0
X           0 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) JOEL HYATT........................................................................
DIRECTOR (SEE SCHEDULE O)
2.0
.......................0.0
X           0 0 0
(19) PAUL KING........................................................................
DIRECTOR (SEE SCHEDULE O)
2.0
.......................50.0
X           0 0 0
(20) CHARLES KOOB........................................................................
DIRECTOR
2.0
.......................1.0
X           0 0 0
(21) LATA KRISHNAN........................................................................
DIRECTOR
2.0
.......................0.0
X           0 0 0
(22) CHIEN LEE........................................................................
DIRECTOR
2.0
.......................0.0
X           0 0 0
(23) MARK LESLIE........................................................................
DIRECTOR
2.0
.......................50.0
X           0 52,936 0
(24) JOHN LEVIN........................................................................
CHAIR
2.0
.......................3.0
X           0 0 0
(25) RANDALL LIVINGSTON........................................................................
DIRECTOR
2.0
.......................53.0
X           0 748,481 565,364
(26) DENNIS LUND MD........................................................................
DIRECTOR (SEE SCHEDULE O)
2.0
.......................51.0
X           0 1,242,885 61,256
(27) CHIP MCDONALD MD........................................................................
DIRECTOR
2.0
.......................0.0
X           0 0 0
(28) SANJAY MEHROTRA........................................................................
DIRECTOR
2.0
.......................0.0
X           0 0 0
(29) LINDA MEIER........................................................................
DIRECTOR
2.0
.......................0.0
X           0 0 0
(30) LLOYD B MINOR MD........................................................................
DIRECTOR
2.0
.......................53.0
X           0 1,883,422 368,706
(31) MARGARET RAFFIN........................................................................
DIRECTOR
2.0
.......................1.0
X           0 0 0
(32) CHRISTOPHER REDLICH........................................................................
DIRECTOR (SEE SCHEDULE O)
2.0
.......................0.0
X           0 0 0
(33) NORMAN RIZK MD........................................................................
DIRECTOR
2.0
.......................51.0
X           0 1,144,192 41,203
(34) MINDY ROGERS........................................................................
DIRECTOR (SEE SCHEDULE O)
2.0
.......................5.0
X           0 0 0
(35) YIPING WOO MD........................................................................
DIRECTOR (SEE SCHEDULE O)
2.0
.......................50.0
X           0 2,500,473 98,911
(36) QUINN MCKENNA........................................................................
COO
50.0
.......................3.0
    X       1,501,697 0 192,016
(37) LINDA HOFF........................................................................
CFO
50.0
.......................3.25
    X       1,165,864 0 153,795
(38) SHIRLEY WEBER........................................................................
VP-CLINICAL OPERATIONS
50.0
.......................0.0
      X     437,062 0 50,467
(39) ERIC YABLONKA........................................................................
CHIEF INFORMATION OFFICER
50.0
.......................0.0
      X     1,077,590 0 105,882
(40) SRIDHAR SESHADRI........................................................................
VP CANCER CENTER & HEART CNTR
50.0
.......................0.0
      X     782,125 0 43,946
(41) DALE BEATTY........................................................................
CNO & VP PATIENT CARE SERVICES
50.0
.......................0.0
      X     690,893 0 93,371
(42) DAVID D JONES........................................................................
VP & CHIEF HR OFFICER
50.0
.......................0.0
        X   820,250 0 119,843
(43) JAMES MARTIN JR........................................................................
VP - CONTROLLER
50.0
.......................0.0
        X   782,967 0 62,978
(44) CATHERINE D KRNA........................................................................
VP - AMBULATORY CARE & GI
50.0
.......................25.0
        X   688,300 0 104,988
(45) JEFFREY DRIVER........................................................................
VP & CHIEF RISK/ADMIN OFFICER
50.0
.......................0.0
        X   659,257 0 31,674
(46) THOMAS KIM........................................................................
VP-CHIEF MARKET DEVELOP. OFF.
50.0
.......................0.25
        X   587,911 0 63,303
(47) DAVID CONNOR........................................................................
FORMER CFO
50.0
.......................0.5
          X 536,112 0 18,074
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 12,570,953 10,134,614 2,704,437
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 MediumBullet4,760
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
STANFORD UNIVERSITY,
485 BROADWAY ML CODE 8838
PALO ALTO,CA94063
PROF. SERVICES 774,003,181
CLARKMCCARTHY CONSTRUCTION,
1265 BATTERY STREET 3RD FLOOR
SAN FRANCISCO,CA94111
CONSTRUCTION COMPANY 197,091,042
AMN HEALTHCARE INC,
12400 HIGH BLUFF DRIVE
SAN DIEGO,CA92130
HEALTHCARE STAFFING 45,823,656
PHILIPS HEALTHCARE,
3000 MINUTEMAN ROAD MS0400
ANDOVER,MA01810
HEALTHCARE CONSULT. 24,415,639
SODEXO INC AFFILIATES,
9801 WASHINGTON BLVD
GAITHERSBURG,MD20878
FACILITIES MGMT 18,030,630
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet369
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 300,755
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 35,488,255
g Noncash contributions included in lines 1a - 1f:$ 526,251
h Total. Add lines 1a-1f.......MediumBullet 35,789,010
 Program Service RevenueAmt Business Code
2a PATIENT REVENUE 900099 4,489,380,697 4,489,380,697    
b HOUSE STAFF 900099 25,589,382 25,589,382    
c OUTREACH LAB CLINIC 900099 12,523,531 12,523,531    
d CLINIC REVENUE 900099 12,414,757 12,414,757    
e EMPLOYER HEALTH CLINIC 900099 11,087,572 11,087,572    
f All other program service revenue. 29,592,625 24,075,454 1,374,283 4,142,888
g Total. Add lines 2a–2f ....MediumBullet 4,580,588,564
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 53,677,508     53,677,508
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss)......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   74,227,008
b Less: cost or other basis and sales expenses 1,124,697  
c Gain or (loss) -1,124,697 74,227,008
d Net gain or (loss).....MediumBullet 73,102,311     73,102,311
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 4,743,157,393 4,575,071,393 1,374,283 130,922,707
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 79,556,326 79,556,326
2 Grants and other assistance to domestic individuals. See Part IV, line 22 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 9,147,475 1,841,188 6,987,097 319,190
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 1,174,058,164 1,093,008,923 80,845,439 203,802
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 104,205,818 95,385,497 8,797,439 22,882
9 Other employee benefits ....... 462,111,286 424,042,192 37,901,289 167,805
10 Payroll taxes ........... 98,922,918 91,274,329 7,633,188 15,401
11 Fees for services (non-employees):        
a Management ...... 2,184,424 745,379 1,439,045  
b Legal ......... 8,237,214 0 8,237,214  
c Accounting ........... 2,012,339 5,250 2,007,089  
d Lobbying ........... 897,277 199,545 697,732  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 79,239,264 67,242,015 11,686,662 310,587
12 Advertising and promotion .... 12,485,446 11,704,710 518,778 261,958
13 Office expenses ....... 153,232,629 119,904,917 33,037,413 290,299
14 Information technology ...... 41,307,956 24,882,947 15,820,272 604,737
15 Royalties .. 0      
16 Occupancy ........... 116,152,198 109,907,270 6,174,582 70,346
17 Travel ............ 5,730,467 3,999,715 1,662,496 68,256
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 1,829,598 1,262,573 545,440 21,585
20 Interest ........... 42,289,567 42,286,488 3,079  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 166,405,617 151,603,936 14,717,927 83,754
23 Insurance ... 24,106,491 21,445,783 2,660,708  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a OTHER PURCHASED SERVICES 977,708,245 916,281,052 50,603,712 10,823,481
b SUPPLIES 625,714,461 614,522,022 11,162,690 29,749
c HOSPITAL FEE PROGRAM 31,374,272 31,374,272 0 0
d LICENSE AND TAXES 9,607,403 7,242,712 2,364,691 0
e All other expenses 57,568,482 51,377,110 5,586,319 605,053
25 Total functional expenses. Add lines 1 through 24e 4,286,085,337 3,961,096,151 311,090,301 13,898,885
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 ........ 20,752,620 1 900
2 Savings and temporary cash investments ......... 553,297,017 2 465,140,037
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 627,756,183 4 695,209,257
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
6,000,000 5 7,453,000
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
0 6 0
7 Notes and loans receivable, net .... 0 7 0
8 Inventories for sale or use ........ 51,471,063 8 62,509,437
9 Prepaid expenses and deferred charges ...... 40,872,715 9 64,755,634
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 5,210,157,179
b Less: accumulated depreciation 10b 1,728,138,456 3,062,129,852 10c 3,482,018,723
11 Investments—publicly traded securities . 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 1,788,891,318 12 2,008,269,371
13 Investments—program-related. See Part IV, line 11 .. 239,518,327 13 236,276,500
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 555,725,219 15 529,052,336
16 Total assets. Add lines 1 through 15 (must equal line 34)... 6,946,414,314 16 7,550,685,195
Liabilities 17 Accounts payable and accrued expenses ..... 570,437,395 17 766,158,908
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 1,457,961,171 20 1,438,594,226
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.. 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 1,055,451,341 25 1,242,777,991
26 Total liabilities. Add lines 17 through 25.. 3,083,849,907 26 3,447,531,125
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 3,205,893,076 27 3,426,358,921
28 Temporarily restricted net assets ........... 648,438,815 28 667,364,372
29 Permanently restricted net assets 8,232,516 29 9,430,777
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 3,862,564,407 33 4,103,154,070
34 Total liabilities and net assets/fund balances ........ 6,946,414,314 34 7,550,685,195
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
4,743,157,393
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
4,286,085,337
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
457,072,056
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
3,862,564,407
5
Net unrealized gains (losses) on investments ...............
5
20,148,529
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-236,630,922
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
4,103,154,070
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (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
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 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.") .. 52,627,380 20,436,017 28,574,427 44,851,782 35,789,010 182,278,616
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 52,627,380 20,436,017 28,574,427 44,851,782 35,789,010 182,278,616
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).. 1,408,705
6 Public support. Subtract line 5 from line 4. 180,869,911
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.. 52,627,380 20,436,017 28,574,427 44,851,782 35,789,010 182,278,616
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 116,813,575 72,355,460 88,221,042 41,050,785 53,677,508 372,118,370
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 172,262 0 0 0 0 172,262
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..           0
11 Total support. Add lines 7 through 10 554,569,248
12
12
19,764,379,564
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
32.615 %
15
15
36.309 %
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
STANFORD HEALTH CARE
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that 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
STANFORD HEALTH CARE
 
Employer identification number
94-6174066
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (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
STANFORD HEALTH CARE
 
Employer identification number

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

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (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? ...........................................................................................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
Yes
 
30,362
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
635,726
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
336,125
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
Yes
 
52,184
i
Other activities? ...................................................................................................................
Yes
 
261,551
j
Total. Add lines 1c through 1i ....................................................................................................
1,315,948
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
LOBBYING ACTIVITIES INCLUDE: - SENDING LETTERS OR PUBLICATIONS TO GOVERNMENT OFFICIALS OR LEGISLATORS; - MEETING WITH OR CALLING GOVERNMENT OFFICIALS OR LEGISLATORS; AND - SENDING OR DISTRIBUTING LETTERS OR PUBLICATIONS (INCLUDING NEWSLETTERS, BROCHURES, ETC.) TO MEMBERS OR TO THE GENERAL PUBLIC. SHC BELONGS TO CERTAIN TRADE ASSOCIATIONS IN WHICH A PORTION OF DUES PAID TO THESE ORGANIZATIONS IS SPENT ON EFFORTS TO INFLUENCE LEGISLATIVE MATTERS IN THE HEALTH CARE INDUSTRY. DURING FY19, SHC PAID DUES OF APPROXIMATELY $1,194,995 TO THESE TRADE ASSOCIATIONS AND THE APPROXIMATE AMOUNT OF THE DUES SPENT ON LOBBYING PURPOSES WAS $766,777. STANFORD HEALTH CARE WAS ACTIVE IN THE CAMPAIGN TO OPPOSE MEASURE F ON THE NOVEMBER 2018 PALO ALTO BALLOT. MEASURE F PURPORTED TO CONTROL AND REDUCE HEALTH CARE COSTS BUT WOULD HAVE FORCED HEALTH CARE PROVIDERS SUCH AS STANFORD HEALTH CARE TO CLOSE CERTAIN OPERATIONS AND CUTBACK SERVICES. STANFORD HEALTH CARE EDUCATED AND LOBBIED HEALTH CARE PROVIDERS, COMMUNITY LEADERS, ELECTED OFFICIALS, TRADE ASSOCIATIONS, PALO ALTO RESIDENTS, AND OTHERS TO JOIN THE COALITION TO OPPOSE MEASURE F. ACTIVITIES INCLUDED SPEAKING TO REGISTERED VOTERS, SPEAKING TO COMMUNITY GROUPS, SPEAKING TO ELECTED OFFICIALS, AND PROVIDING INPUT ON CAMPAIGN MATERIALS.
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
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 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 .... 22,215,001 20,710,182 18,616,809 18,359,232 17,984,715
b Contributions ... 1,198,000 88,889 250,000 200,000 1,725
c Net investment earnings, gains, and losses 1,301,214 1,797,203 2,207,201 470,094 791,299
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
361,657 381,273 363,828 412,517 418,507
f Administrative expenses ....          
g End of year balance ...... 24,352,558 22,215,001 20,710,182 18,616,809 18,359,232
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet38.730 %
c
Temporarily restricted endowment SchDMd Bullet61.270 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   20,517,753 20,517,753
b Buildings ....   1,349,426,734 607,370,250 742,056,484
c Leasehold improvements   228,120,379 120,463,041 107,657,338
d Equipment ....   1,184,854,297 993,589,951 191,264,346
e Other .....   2,427,238,016 6,715,214 2,420,522,802
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 3,482,018,723
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) MANAGED POOL
1,430,914,460 F

(B) OTHER INVESTMENTS
577,354,911 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 2,008,269,371
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) SHORT TERM PORTFOLIO 399,639,070
(2) OTHER ASSETS 94,248,670
(3) PLEDGES RECEIVABLE 35,153,649
(4) ASSETS HELD BY TRUSTEE 10,947
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 529,052,336
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
OTHER LIABILITIES 957,853,945
SELF-INSURED RESERVES 134,814,898
DUE TO RELATED PARTIES 103,142,763
THIRD PARTY PAYOR LIABILITIES 29,918,385
PENSION LIABILITY 17,048,000
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,242,777,991
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
PART III, LINE 4 SHC MAINTAINS A COLLECTION OF DONATED ART FOR PUBLIC EXHIBITION AT HOSPITAL FACILITIES.
PART V, LINE 4 STANFORD HEALTH CARE'S (SHC) ENDOWMENT CONSISTS OF 22 INDIVIDUAL FUNDS WHICH ARE RESTRICTED TO PARTICULAR USES. SHC HAS FUND TO SUPPORT MEDICAL DIRECTOR OF THE HOSPITAL'S CANCER CENTER CLINICAL SERVICES AND FUND TO SUPPORT MEDICAL DIRECTORSHIP OF DISASTER PREPAREDNESS. SHC ALSO HAS FUNDS TO SUPPORT MUSIC PROGRAMS, EDUCATIONAL PROGRAMS, CHAPLAINCY PROGRAMS, CLINICAL PASTORAL EDUCATION PROGRAM IN SPIRITUAL CARE, PATIENT CARE, INDIGENT CARE, HEALTH LIBRARY TECHNOLOGY AND NURSING STAFF THAT CARE FOR CANCER PATIENTS TO ENHANCE THE EXPERIENCE & WELLBEING OF CANCER PATIENTS.
PART X, LINE 2 FIN 48 SHC HAS NO UNCERTAIN TAX POSITIONS PERTAINING TO UNRELATED BUSINESS INCOME.
Schedule D (Form 990) 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
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
East Asia and the Pacific     Program Services PROMOTION OF HEALTH 191,937
Middle East and North Africa     Program Services PROMOTION OF HEALTH 4,869
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     196,806
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     196,806
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 THE AMOUNTS LISTED IN COLUMN F ARE THE EXPENSES FOR STANFORD MEDICINE INTERNATIONAL (HONG KONG) CO., LIMITED AND STANFORD INTERNATIONAL MEDICAL SERVICES RAK FZE. THE AMOUNT CONSISTS OF THE RESPECTIVE REGION'S ANNUAL HEALTHCARE SYMPOSIUM VENUE RENTAL FEE, HONG KONG TAX PREPARATION FEE, TRAVEL EXPENSE, AND MATERIAL SHIPPING FEE.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
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
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

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

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
1   19,603,958 410,320 19,193,638 0.450 %
b Medicaid (from Worksheet 3, column a) . . . . . 1   548,599,017 295,193,753 253,405,264 5.910 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . . 2   568,202,975 295,604,073 272,598,902 6.360 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4). 16 69,734 5,828,798 47,454 5,781,344 0.130 %
f Health professions education (from Worksheet 5) . . . 16 222 138,646,619 21,601,694 117,044,925 2.730 %
g Subsidized health services (from Worksheet 6) . . . . 1 409 6,458,832 5,354,890 1,103,942 0.030 %
h Research (from Worksheet 7) . 1   1,405,639 0 1,405,639 0.030 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . . 28 34,402 84,224,076 215,659 84,008,417 1.960 %
j Total. Other Benefits . . 62 104,767 236,563,964 27,219,697 209,344,267 4.880 %
k Total. Add lines 7d and 7j . 64 104,767 804,766,939 322,823,770 481,943,169 11.240 %
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 1   3,194   3,194 0 %
2 Economic development 1   3,754   3,754 0 %
3 Community support 1   3,059   3,059 0 %
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development 1 30 280,915   280,915 0.010 %
9 Other            
10 Total 4 30 290,922   290,922 0.010 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
46,587,312
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
952,721,717
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
1,683,866,645
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-731,144,928
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 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?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 STANFORD HEALTH CARE
300 PASTEUR DRIVE
STANFORD,CA94305
HTTP://STANFORDHEALTHCARE.ORG
070000662
X X   X     X      
Schedule H (Form 990) 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)
STANFORD HEALTH CARE
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 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 Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 16
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
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)
STANFORD HEALTH CARE
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 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
HTTP://STANFORDHEALTHCARE.ORG
b
SAME AS ABOVE
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
STANFORD HEALTH CARE
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)
STANFORD HEALTH CARE
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
PART V, SECTION B, LINE 5 THE CHNA ASSESSED COMMUNITY HEALTH NEEDS BY GATHERING INPUT FROM PERSONS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY. THESE PERSONS INCLUDED LOCAL PUBLIC HEALTH DEPARTMENTS, THOSE WHO ARE MEDICALLY UNDERSERVED, LOW-INCOME INDIVIDUALS, MINORITY POPULATIONS, AND PROFESSIONALS WHOSE ORGANIZATIONS SERVE OR REPRESENT THE INTERESTS OF THOSE POPULATIONS. INPUT WAS GATHERED THROUGH KEY INFORMANT INTERVIEWS, FOCUS GROUPS, AND ONLINE SURVEY (SANTA CLARA COUNTY ONLY). IN ADDITION TO THIS PRIMARY QUALITATIVE INPUT, QUANTITATIVE DATA WAS ANALYZED TO IDENTIFY POOR HEALTH OUTCOMES, HEALTH DISPARITIES, AND HEALTH TRENDS. THIS DATA AND INPUT GATHERING OCCURRED OVER SEVEN MONTHS IN 2018. NAMES OF COMMUNITY ORGANIZATIONS PROVIDING INPUT & POPULATION REPRESENTED (SANTA CLARA COUNTY) - SANTA CLARA COUNTY PUBLIC HEALTH DEPT SANTA CLARA COUNTY RESIDENTS, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITIES - SANTA CLARA COUNTY DENTAL SOCIETY MEDICALLY UNDERSERVED - PROJECT CORNERSTONE MEDICALLY UNDERSERVED - COMMUNITY SOLUTIONS MEDICALLY UNDERSERVED - SECOND HARVEST FOOD BANK OF SILICON VALLEY LOW INCOME - SOMOS MAYFAIR MINORITY, LOW INCOME - PRIVATE PRACTICE PHYSICIAN, PETER R. COELHO, MD LOW INCOME - COMMUNITY HEALTH PARTNERSHIP LOW INCOME - NORTHEAST MEDICAL SERVICES LOW INCOME - ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT LOW INCOME, MINORITY - INDIAN HEALTH CENTER LOW INCOME - SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY LOW INCOME - PLANNED PARENTHOOD MAR MONTE LOW INCOME - GARDNER FAMILY HEALTH LOW INCOME - RAVENSWOOD FAMILY HEALTH CENTER LOW INCOME - VALLEY HOMELESS CLINIC LOW INCOME - MEDICAL RESPITE PROGRAM LOW INCOME - HOMELESS RESPONSE TEAM LOW INCOME - HOME FIRST LOW INCOME - SANTA CLARA COUNTY BEHAVIORAL HEALTH MEDICALLY UNDERSERVED - CAMINAR/FAMILY AND CHILDREN SERVICES MEDICALLY UNDERSERVED - PATHWAYS SOCIETY MEDICALLY UNDERSERVED - MISSION STREET SOBERING CENTER MEDICALLY UNDERSERVED - PRIVATE PRACTICE LMFT MEDICALLY UNDERSERVED - EL CAMINO HOSPITAL LOW INCOME, MEDICALLY UNDERSERVED - STANFORD HEALTH CARE LOW INCOME - THE HEALTH TRUST LOW INCOME - COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW AND LOS ALTOS LOW INCOME - STANFORD UNIVERSITY LOW INCOME - SANTA CLARA COUNTY SOCIAL SERVICES AGENCY LOW INCOME - FIRST 5 MINORITY - SANTA CLARA COUNTY VIOLENCE PREVENTION MINORITY - FOOTHILL COMMUNITY HEALTH CENTER MINORITY - CITY OF SAN JOSE, MAYORS GANG PREVENTION TASKFORCE MINORITY - CITY OF SAN JOSE, PARKS AND RECREATION MINORITY - HEALTHIER KIDS FOUNDATION MEDICALLY UNDERSERVED - ALMADEN VALLEY COUNSELING MEDICALLY UNDERSERVED - CITY OF SUNNYVALE MEDICALLY UNDERSERVED - CHILDRENS HEALTH ADVISORY COUNCIL MEDICALLY UNDERSERVED - MOUNTAIN VIEW/LOS ALTOS SCHOOL DISTRICT MEDICALLY UNDERSERVED - POSSO CLIENTS/SANTA CLARA COUNTY LOW INCOME SENIOR RESIDENTS MEDICALLY UNDERSERVED, LOW INCOME, MINORITY - AVENIDAS CLIENTS/SANTA CLARA COUNTY MID-INCOME SENIOR RESIDENTS MEDICALLY UNDERSERVED, LOW INCOME NAMES OF COMMUNITY ORGANIZATIONS PROVIDING INPUT & POPULATION REPRESENTED (SAN MATEO COUNTY) - SAN MATEO COUNTY PUBLIC HEALTH DEPARTMENT SAN MATEO COUNTY RESIDENTS, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITIES - SAN MATEO COUNTY HEALTH SYSTEM MEDICALLY UNDERSERVED, LOW INCOME, MINORITIES - SECOND HARVEST FOOD BANK OF SILICON VALLEY LOW INCOME - BOYS AND GIRLS CLUB OF THE COASTSIDE LOW INCOME, MINORITY - MID-PENINSULA BOYS AND GIRLS CLUB LOW INCOME, MEDICALLY UNDERSERVED, MINORITY - ADOLESCENT COUNSELING SERVICES MEDICALLY UNDERSERVED - SAN MATEO COUNTY ORAL HEALTH COALITION MEDICALLY UNDERSERVED - SEQUOIA UNION HIGH SCHOOL DISTRICT MEDICALLY UNDERSERVED - AFRICAN AMERICAN COMMUNITY HEALTH ADVISORY COMMITTEE MEDICALLY UNDERSERVED, MINORITY - HEALTH PLAN OF SAN MATEO MEDICALLY UNDERSERVED - PUENTE DE LA COSTA SUR LOW INCOME, MEDICALLY UNDERSERVED, MINORITY - FIRST 5 LOW INCOME - DALY CITY YOUTH HEALTH CENTER MEDICALLY UNDERSERVED - MIDPEN HOUSING LOW INCOME - STANFORD UNIVERSITY MEDICALLY UNDERSERVED - NORTH EAST MEDICAL SERVICES MEDICALLY UNDERSERVED - SAN MATEO COUNTY OFFICE OF EDUCATION MEDICALLY UNDERSERVED - ABODE SERVICES LOW INCOME, MEDICALLY UNDERSERVED - SAN MATEO COUNTY HUMAN SERVICES AGENCY LOW INCOME, MEDICALLY UNDERSERVED - LIFEMOVES LOW INCOME, MEDICALLY UNDERSERVED - SAMARITAN HOUSE LOW INCOME, MEDICALLY UNDERSERVED - COASTSIDE HOPE LOW INCOME, MEDICALLY UNDERSERVED - EL CONCILIO OF SAN MATEO COUNTY LOW INCOME, MEDICALLY UNDERSERVED - WEHOPE LOW INCOME, MEDICALLY UNDERSERVED - DALY CITY PARTNERSHIP LOW INCOME, MEDICALLY UNDERSERVED - STARVISTA LOW INCOME, MEDICALLY UNDERSERVED - HOME AND HOPE LOW INCOME, MEDICALLY UNDERSERVED - FAIR OAKS COMMUNITY CENTER LOW INCOME, MEDICALLY UNDERSERVED - RAPE TRAUMA SERVICES LOW INCOME, MEDICALLY UNDERSERVED - SAN BRUNO POLICE DEPARTMENT LOW INCOME, MEDICALLY UNDERSERVED - SAN MATEO COUNTY DISTRICT ATTORNEYS OFFICE LOW INCOME, MEDICALLY UNDERSERVED - CHILDREN & FAMILY SERVICES LOW INCOME, MEDICALLY UNDERSERVED - SAN MATEO COUNTY LOW INCOME, MEDICALLY UNDERSERVED - SAN MATEO COUNTY OFFICE OF EDUCATION LOW INCOME, MEDICALLY UNDERSERVED - CITY OF CARLOS PARKS AND RECREATION LOW INCOME - MEALS ON WHEELS LOW INCOME - HICAP OF SAN MATEO COUNTY LOW INCOME - MISSION HOSPICE LOW INCOME - BELMONT LIBRARY LOW INCOME - LESLEY SENIOR COMMUNITIES LOW INCOME - SYNGERY HOMECARE LOW INCOME - PENINSULA FAMILY SERVICES LOW INCOME - HIP HOUSING LOW INCOME - SENIOR ASSIST OF THE PENINSULA LOW INCOME - SEQUOIA HOSPITAL LOW INCOME - THE VILLAGES OF SAN MATEO COUNTY CLIENTS/SAN MATEO COUNTY LOW INCOME SENIOR RESIDENTS LOW INCOME - PENINSULA FAMILY SERVICES AGENCY CLIENTS/SAN MATEO COUNTY SPANISH-SPEAKING SENIOR RESIDENTS LOW INCOME, MEDICALLY UNDERSERVED, MINORITY - NORTH FAIR OAKS SENIOR CENTER CLIENTS/ SAN MATEO COUNTY SPANISH-SPEAKING SENIOR RESIDENTS LOW INCOME, MEDICALLY UNDERSERVED, MINORITY - PRIDE CENTER CLIENTS/SAN MATEO COUNTY LGBTQI RESIDENTS MEDICALLY UNDERSERVED, MINORITY - CANADA COLLEGE STUDENTS/SAN MATEO COUNTY YOUNG ADULT RESIDENTS LOW INCOME - PENINSULA CONFLICT RESOLUTION CENTER CLIENTS/SAN MATEO COUNTY PACIFIC ISLANDER RESIDENTS - MINORITY
PART V, SECTION B, LINE 6A THE CHNA WAS CONDUCTED BY TWO COMMUNITY-BASED COLLABORATIVE GROUPS FOR IDENTIFYING AND ADDRESSING CRITICAL HEALTH NEEDS OF THE COMMUNITY. THE HEALTHY COMMUNITY COLLABORATIVE OF SAN MATEO COUNTY AND THE SANTA CLARA COUNTY COMMUNITY BENEFIT COALITION ARE GROUPS OF ORGANIZATIONS THAT INCLUDE NONPROFIT HOSPITALS, PUBLIC HEALTH DEPARTMENTS, AND OTHER COMMUNITY ORGANIZATIONS. THE OTHER HOSPITAL FACILITIES PARTICIPATING IN EACH COLLABORATIVE ARE LISTED BELOW: SANTA CLARA COUNTY: - EL CAMINO HOSPITAL - KAISER PERMANENTE (SAN JOSE AND SANTA CLARA KAISER FOUNDATION HOSPITALS) - LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD - STANFORD HEALTH CARE - VERITY HEALTH SYSTEM (O'CONNOR HOSPITAL AND ST. LOUISE REGIONAL HOSPITAL) SAN MATEO COUNTY: - DIGNITY HEALTH SEQUOIA HOSPITAL - KAISER PERMANENTE (REDWOOD CITY AND SOUTH SAN FRANCISCO KAISER FOUNDATION HOSPITALS) - LUCILE PACKARD CHILDREN'S HOSPITAL AT STANFORD - STANFORD HEALTH CARE - SUTTER HEALTH (MILLS-PENINSULA MEDICAL CENTER AND MENLO PARK SURGICAL HOSPITAL) - VERITY HEALTH SYSTEM (SETON MEDICAL CENTER)
PART V, SECTION B, LINE 6B THE CHNA WAS CONDUCTED BY TWO COMMUNITY-BASED COLLABORATIVE GROUPS FOR IDENTIFYING AND ADDRESSING CRITICAL HEALTH NEEDS OF THE COMMUNITY. THE HEALTH COMMUNITY COLLABORATIVE OF SAN MATEO COUNTY AND THE SANTA CLARA COUNTY COMMUNITY BENEFIT COALITION ARE GROUPS OF ORGANIZATIONS THAT INCLUDE NONPROFIT HOSPITALS, PUBLIC HEALTH DEPARTMENTS, AND OTHER COMMUNITY ORGANIZATIONS. THE OTHER NON-HOSPITAL ORGANIZATIONS PARTICIPATING IN EACH COLLABORATIVE ARE LISTED BELOW: SANTA CLARA COUNTY: - HOSPITAL COUNCIL OF NORTHERN AND CENTRAL CALIFORNIA - SUTTER HEALTH (PALO ALTO MEDICAL FOUNDATION) - SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT SAN MATEO COUNTY: - COUNTY OF SAN MATEO HUMAN SERVICES AGENCY - HOSPITAL CONSORTIUM OF SAN MATEO COUNTY - PENINSULA HEALTH CARE DISTRICT - SAN MATEO COUNTY HEALTH SYSTEM - VERITY HEALTH SYSTEM (SETON COASTSIDE) PART V, SECTION B, LINES 7A AND 10A HTTPS://STANFORDHEALTHCARE.ORG/ABOUT-US/COMMUNITY-PARTNERSHIPS.HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL.
PART V, SECTION B, LINE 11 THE 2019 CHNA IDENTIFIED 6 SIGNIFICANT HEALTH NEEDS ACROSS STANFORD HEALTH CARE'S SERVICE AREA OF SANTA CLARA AND SAN MATEO COUNTIES. STANFORD HEALTH CARE PRIORITIZED ALL 6 HEALTH NEEDS TO ADDRESS; HEALTH CARE ACCESS AND CARE DELIVERY, BEHAVIORAL HEALTH, DIABETES/OBESITY, ORAL HEALTH, HOUSING AND HOMELESSNESS, AND ECONOMIC STABILITY. THE HEALTH NEEDS WERE PRIORITIZED BY APPLYING THE FOLLOWING CRITERIA: - CLEAR DISPARITIES OR INEQUITIES: RECOGNIZABLE DIFFERENCES EXIST IN HEALTH OUTCOMES AMONG SUBGROUPS OF PEOPLE (BASED ON GEOGRAPHY, LANGUAGE, ETHNICITY, CULTURE, CITIZENSHIP STATUS, ECONOMIC STATUS, SEXUAL ORIENTATION, AGE, GENDER, OR OTHER FACTORS). - COMMUNITY PRIORITY: THE HIGH FREQUENCY WITH WHICH THE COMMUNITY PRIORITIZED THE ISSUE OVER OTHERS IT EXPRESSED CONCERN ABOUT DURING THE CHNA PRIMARY DATA COLLECTION PROCESS. - MULTIPLIER EFFECT: A SUCCESSFUL SOLUTION TO THE HEALTH NEED HAS THE POTENTIAL TO SOLVE MULTIPLE PROBLEMS (FOR EXAMPLE, IF OBESITY RATES DECLINE, HEART ATTACK RATES MAY TOO.) - OPPORTUNITY TO LEVERAGE COLLABORATIVES FOR IMPACT: THERE'S AN OPPORTUNITY TO COLLABORATE WITH EXISTING PARTNERS WORKING TO ADDRESS THE NEED, OR TO BUILD ON CURRENT PROGRAMS, EMERGING OPPORTUNITIES, OR OTHER COMMUNITY ASSETS. USING THE CRITERIA, CONSENSUS WAS REACHED, AND THE 6 HEALTH NEEDS ARE LISTED IN PRIORITY ORDER: - HOUSING AND HOMELESSNESS - BEHAVIORAL HEALTH - HEALTH CARE ACCESS AND CARE DELIVERY - DIABETES AND OBESITY - ECONOMIC STABILITY - ORAL/DENTAL HEALTH THE 2016 CHNA IDENTIFIED 21 SIGNIFICANT HEALTH NEEDS IN SAN MATEO AND SANTA CLARA COUNTIES. OF THE 21 HEALTH NEEDS, SHC SELECTED FIVE HEALTH NEEDS TO ADDRESS; BEHAVIORAL HEALTH, CANCER, COMMUNICABLE DISEASES, DIABETES AND OBESITY, AND HEALTHCARE ACCESS AND DELIVERY. THESE FIVE HEALTH NEEDS WERE SELECTED BY APPLYING THE FOLLOWING CRITERIA: CRITERION 1: CUTS ACROSS BOTH SAN MATEO AND SANTA CLARA COUNTIES (IMPACTS SHC'S COMMUNITY) CRITERION 2: IDENTIFIED AS A PRIORITY HEALTH NEED BY COMMUNITY INPUT CRITERION 3: SHC HAS THE REQUIRED EXPERTISE AND RESOURCES TO MAKE AN IMPACT CRITERION 4: MAGNITUDE/SCALE - AFFECTS A LARGE NUMBER OF INDIVIDUALS CRITERION 5: ALTHOUGH NOT A NEED IN THE GENERAL POPULATION, DISPARITIES OR INEQUITIES EXIST *EACH OF SHC'S FIVE PRIORITIZED HEALTH NEEDS MET ALL FIVE PRIORITIZATION CRITERIA: SHC'S 2017-2019 IMPLEMENTATION STRATEGY PROVIDES DETAILED INFORMATION ABOUT SHC'S STRATEGIES FOR ADDRESSING THE 5 PRIORITIZED HEALTH NEEDS AND CAN BE FOUND HERE: HTTPS://STANFORDHEALTHCARE.ORG/CONTENT/DAM/SHC/ABOUT-US/PUBLIC-SERVICES-AN D-COMMUNITY-PARTNERSHIPS/DOCS/SHC-FY17-19-IS-FINAL-WITH-COVER.PDF PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. THE REMAINING 16 HEALTH NEEDS NOT PRIORITIZED FOR SHC DID NOT MEET ONE OR MORE PRIORITIZATION CRITERIA. - HOUSING - DID NOT MEET CRITERION 3 - ORAL & DENTAL HEALTH - DID NOT MEET CRITERION 3 - VIOLENCE & ABUSE: DID NOT MEET CRITERION 3 & 4 - ALZHEIMER'S DISEASE AND DEMENTIA - DID NOT MEET CRITERION 2 & 5 - BIRTH OUTCOMES - DID NOT MEET CRITERION 2 & 3 - CEREBROVASCULAR DISEASES - DID NOT MEET CRITERION 2 - ECONOMIC STABILITY - DID NOT MEET CRITERION 2 & 3 - RESPIRATORY CONDITIONS - DID NOT MEET CRITERION 2 - SEXUAL HEALTH - DID NOT MEET CRITERION 2, 3, & 4 - DIET/FITNESS/NUTRITION - DID NOT MEET CRITERION 1, 3, 4, & 5 - LEARNING DISABILITIES - DID NOT MEET CRITERION 1, 3, 4, & 5 - TOBACCO USE - DID NOT MEET CRITERION 1, 3, 4, & 5 - TRANSPORTATION AND TRAFFIC - DID NOT MEET CRITERION 1, 3, 4, & 5 - ARTHRITIS - DID NOT MEET CRITERION 1 - 5 - CLIMATE CHANGE - DID NOT MEET CRITERION 1 - 5 - UNINTENTIONAL INJURIES - DID NOT MEET CRITERION 1, 2, 4, & 5
PART V, SECTION B, LINE 16A-C URL AT WHICH THE FAP, FAP APPLICATION, AND PLAIN LANGUAGE SUMMARY IS AVAILABLE: HTTPS://STANFORDHEALTHCARE.ORG/FOR-PATIENTS-VISITORS/FINANCIAL-ASSISTANCE. HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL.
PART V, SECTION B, LINE 20A SHC WILL PURSUE PAYMENT FOR DEBTS OWED FOR HEALTH CARE SERVICES PROVIDED BY SHC. ALL PATIENT ACCOUNT BALANCES THAT MEET SHC CRITERIA FOR ASSIGNMENT TO BAD DEBT ACCORDING TO SHC POLICY AND PROCEDURES ARE ELIGIBLE FOR PLACEMENT WITH A COLLECTION AGENCY. HOWEVER, SHC DOES NOT CURRENTLY ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITY (ECA). PER SHC POLICY, ECA IS DEFINED TO INCLUDE PLACING LIENS ON INDIVIDUAL PROPERTY, FORECLOSING ON REAL PROPERTY, ATTACHING OR SEIZING AN INDIVIDUALS BANK ACCOUNT OR OTHER PERSONAL PROPERTY, COMMENCING A CIVIL ACTION AGAINST AN INDIVIDUAL, CAUSING AN INDIVIDUALS ARREST, GARNISHING WAGES, REPORTING ADVERSE INFORMATION TO A CREDIT AGENCY, DEFERRING OR DENYING MEDICALLY NECESSARY CARE, REQUIRING PAYMENT BEFORE PROVIDING MEDICALLY NECESSARY CARE BECAUSE OF OUTSTANDING BILLS, AND SALE OF DEBT TO A THIRD PARTY.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
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?5
Name and address Type of Facility (describe)
1 STANFORD EMPLOYER HEALTH CLINIC AT CISCO
3571 N 1ST STREET
SAN JOSE,CA95134
STANFORD EMPL HEALTH CLINIC AT CISCO
2 STANFORD EMP HEALTH CLINIC AT QUALCOMM
5535 MOREHOUSE DRIVE
SAN DIEGO,CA92121
STANFORD EMP HEALTH CLINIC AT QUALCOMM
3 STANFORD EMP HEALTH CLINIC AT QUALCOMM
10155 PACIFIC CENTER DRIVE
SAN DIEGO,CA92121
STANFORD EMP HEALTH CLINIC AT QUALCOMM
4 STANFORD EMP HEALTH CLINIC AT YAHOOOATH
701 FIRST AVENUE BUILDING B
SUNNYVALE,CA94089
STANFORD EMP HEALTH CLINIC AT YAHOO/OATH
5 STANFORD EMP HEALTH CLINIC AT QUALCOMM
1650 TECHNOLOGY DRIVE
SAN JOSE,CA95110
STANFORD EMP HEALTH CLINIC AT QUALCOMM
6
7
8
9
10
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
PART I, LINE 6A YES, STANFORD HEALTH CARE PREPARED A COMMUNITY BENEFIT REPORT DURING THE 2018 TAX YEAR. PART I, LINE 7E COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS TOTALED $5,781,344 IN FY19.
PART I, LINE 7F HEALTH PROFESSIONS EDUCATION CONTRIBUTIONS FOR COMMUNITY BENEFIT TOTALED $117,044,925 IN FY19. THE HEALTH PROFESSIONS EDUCATION PROGRAM CONSISTS OF FIVE PROGRAMS: - MEDICAL STUDENT, RESIDENT, AND FELLOW TRAINING: STUDENT TRAINING PROGRAMS INCLUDED ALL PRIMARY AND SPECIALTY PROGRAMS. - NURSE STUDENT TRAINING - ALLIED HEALTH PROFESSIONS TRAINING, INCLUDING: - CLINICAL LABORATORY - CLINICAL NUTRITION - NUCLEAR MEDICINE - PARAMEDIC/EMERGENCY MEDICAL TECHNICIAN (EMT) - PHARMACY - PSYCHOLOGY - RADIOLOGY - REHABILITATION SERVICES - RESPIRATORY CARE SERVICES - OTHER HEALTH PROFESSIONS EDUCATION, INCLUDING - CONTINUING EDUCATION FOR SOCIAL WORK PROFESSIONALS AND SENIOR CARE PROVIDERS. - CLINICAL PASTORAL EDUCATION: STUDENTS, FROM A RANGE OF RELIGIOUS TRADITIONS, ENROLL IN THIS PROGRAM TO PREPARE FOR A CAREER IN CHAPLAINCY OR RECEIVE CONTINUING EDUCATION IN PASTORAL/SPIRITUAL CARE. UPON COMPLETION OF THIS YEAR-LONG PROGRAM, STUDENTS USE THEIR TRAINING AS CLERGY TO PROVIDE EFFECTIVE SPIRITUAL CARE TO INDIVIDUALS AND FAMILIES FACING HEALTH CHALLENGES, INCLUDING DEATH, DYING, AND BEREAVEMENT.
PART I, LINE 7G SUBSIDIZED HEALTH SERVICES CONTRIBUTIONS TOTALED $1,103,942 IN FY19. STANFORD HEALTH CARE SUBSIDIZED HEALTH SERVICES INCLUDES THE STANFORD LIFE FLIGHT PROGRAM. HELICOPTER TRANSPORT OF CRITICALLY ILL AND INJURED ADULT, PEDIATRIC, AND NEONATAL PATIENTS TO DEFINITIVE CARE, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. PART I, LINE 7H RESEARCH CONTRIBUTIONS TOTALED $1,405,639 IN FY19. STANFORD HEALTH CARE'S OFFICE OF RESEARCH IS STAFFED BY RESEARCH SCIENTISTS AND COORDINATORS, CONDUCTS RESEARCH STUDENTS AND CLINICAL TRIALS TO IMPROVE CARE DELIVERY AND HEALTH OUTCOMES ACROSS THE HEALTH CARE FIELD. RESEARCH INITIATIVES INCLUDED: - REFINING STROKE DIAGNOSIS AND TREATMENT PROTOCOLS FOR EMERGENCY MANAGEMENT PERSONNEL AND STREAMLINING STROKE TREATMENT REFERRALS. - HEALTHCARE CON: AN INTERDISCIPLINARY CONFERENCE DEVELOPED TO DISSEMINATE THE LATEST IN RESEARCH, INNOVATION, QUALITY AND EVIDENCE-BASED HEALTHCARE IMPROVEMENT PROJECTS.
PART I, LINE 7I CASH AND IN-KIND CONTRIBUTIONS FOR COMMUNITY BENEFIT TOTALED $84,008,417 IN FY19.
PART II, LINE 1 PHYSICAL IMPROVEMENTS AND HOUSING: SHC SPONSORED THE 2019 REBUILDING TOGETHER PENINSULA DAY, WHICH SUPPORTED VOLUNTEER EFFORTS TO PROVIDE HOUSING IMPROVEMENTS TO A LOW-INCOME FAMILY. HOUSING IMPROVEMENTS, INCLUDING PAINTING THE HOUSE, LANDSCAPING, ROOF REPAIRS, AND INSTALLATION OF WINDOW SECURITY BARS. PART II, LINE 2 ECONOMIC DEVELOPMENT: SHC PARTICIPATES IN LOCAL ECONOMIC DEVELOPMENT ACTIVITIES THROUGH THE REDWOOD CITY CHAMBER OF COMMERCE. THESE ACTIVITIES ARE FOCUSED ON UNDERSERVED RESIDENTS AND/OR IMPROVING THE SOCIAL DETERMINANTS OF HEALTH ACROSS REDWOOD CITY.
PART II, LINE 3 COMMUNITY SUPPORT: SHC'S OFFICE OF EMERGENCY MANAGEMENT (OEM) PLAYS A KEY ROLE IN DISASTER PLANNING FOR THE COMMUNITY. THROUGH OEM, SHC COLLABORATES WITH LOCAL MUNICIPALITIES, COUNTY GOVERNMENT, AND OTHER HOSPITALS TO COORDINATE PLANNING, MITIGATION, REPOSE, AND RECOVERY ACTIVITIES FOR EVENTS THAT COULD ADVERSELY IMPACT THE COMMUNITY. THE GOAL OF THESE ACTIVITIES IS TO MINIMIZE THE IMPACT ON LIFE, PROPERTY, AND THE ENVIRONMENT FROM CATASTROPHIC EVENTS SUCH AS PANDEMIC FLU, EARTHQUAKES, AND OTHER DISASTERS. OEM WORKS WITH EMERGENCY MEDICAL SERVICES IN BOTH SAN MATEO AND SANTA CLARA COUNTIES ON JOINT DISASTER EXERCISES, DISASTER PLANNING AND MITIGATION, AND BEST PRACTICES. OEM PROVIDES A CRITICAL SERVICE FOR SAN MATEO AND SANTA CLARA COUNTIES' EMS AND OTHER AGENCIES, AS WELL AS THE CENTERS FOR DISEASE CONTROL AND PREVENTION AND OTHER HOSPITALS BY MAINTAINING CACHES OF EMERGENCY MEDICAL EQUIPMENT AND SUPPLIES FOR READY ACCESS AND DEPLOYMENT IN THE CASE OF DISASTER OR EMERGENCIES. OEM PROVIDES REGULAR INVENTORY REVIEW AND 24/7 SECURITY TO ENSURE THAT THESE EMS SUPPLIES ARE ALWAYS SERVICE-READY.
PART II, LINE 8 WORKFORCE DEVELOPMENT: STANFORD MEDICINE YOUTH SCIENCE PROGRAM IS A FIVE-WEEK SCIENCE AND MEDICINE-BASED ENRICHMENT PROGRAM THAT TAKE PLACE ANNUALLY AND IS OPEN TO LOW-INCOME, ETHNICALLY DIVERSE HIGH SCHOOL SOPHOMORES AND JUNIORS. THE GOALS OF THE PROGRAM ARE TO PROMOTE THE REPRESENTATION OF ETHNIC MINORITY AND LOW-INCOME GROUPS IN THE HEALTH PROFESSIONS. SHC STAFF MENTOR STUDENTS IN A VARIETY OF DEPARTMENTS, INCLUDING ORTHOPEDICS, PHARMACY, LIFE FLIGHT, PHYSICAL THERAPY, EMERGENCY. PART III, LINE 2 & 4 THE ESTIMATES OF CONTRACTUAL ADJUSTMENTS ARE DISCOUNTS BASED ON CONTRACTUAL AGREEMENTS, DISCOUNT POLICY, AND HISTORICAL COLLECTION EXPERIENCE. THE PROCESS FOR ESTIMATING THE ULTIMATE COLLECTABILITY OF PATIENT ACCOUNTS RECEIVABLES INVOLVED HISTORICAL COLLECTION EXPERIENCE, CHANGES IN CONTRACTS WITH PAYORS, AND SIGNIFICANT ASSUMPTIONS AND JUDGEMENT. THE ACCOUNT BALANCES ARE WRITTEN OFF AS AN IMPLICIT PRICING CONCESSION WHEN MANAGEMENT BELIEVES IT IS PROBABLE THE RECEIVABLE WILL NOT BE RECOVERED.
PART III, LINE 8 SHC HAS BEEN UTILIZING A COST ACCOUNTING (EPSI) SYSTEM TO MONITOR ITS OPERATION COST. THE SYSTEM SEPARATES THE COST INTO 4 MAJOR CATEGORIES, VARIABLE DIRECT COST, FIXED DIRECT COST, VARIABLE INDIRECT COST AND FIXED INDIRECT COST. THE OVERHEAD COSTS ARE ALLOCATED TO THE REVENUE GENERATED PATIENT CARE COST CENTERS AND INDIVIDUAL PATIENT ACCOUNT BASED ON THE STEP DOWN METHODOLOGY AND VARIOUS STATISTICAL UNITS OF SERVICES. THE COST OF CHARGE RATIO (RCC) FOR MEDICARE PROGRAM IS DETERMINED BY THE TOTAL COST OF SHC DISCHARGED AND FINAL BILLED MEDICARE PATIENTS, INCLUDING ALL 4 COST CATEGORIES MENTIONED ABOVE AND DIVIDED BY THE TOTAL CORRESPONDING DISCHARGED AND FINAL BILLED MEDICARE CHARGES FOR FY 2018. THE AMOUNT OF THE COST FOR PART III, SECTION B LINE 6 IS DETERMINED BY APPLYING THE PAYER SPECIFIC RCC TO ALL CHARGES FOR MEDICARE RELATED PROGRAMS, INCLUDING TRADITIONAL MEDICARE PROGRAM AND MANAGED CARE SENIOR PROGRAMS RESPECTIVELY. SHC'S LARGEST COMMUNITY BENEFIT INVESTMENT IS IN IMPROVING ACCESS TO NEEDED HEALTHCARE SERVICES FOR VULNERABLE COMMUNITY MEMBERS. BENEFITS AND THE SERVICES ARE NOT ONLY PROVIDED TO THE POOR BUT TO THOSE WHO NEED SPECIAL SERVICES AND SUPPORT, WHICH INCLUDES MEDICARE BENEFICIARIES. THUS, TOTAL COMMUNITY BENEFIT EXPENSE INCLUDES UNCOMPENSATED COSTS OF PUBLIC PROGRAM FOR TREATING MEDICARE BENEFICIARIES IN EXCESS OF GOVERNMENT PAYMENTS.
PART III, LINE 9B IT IS THE POLICY OF SHC TO FOLLOW THE STANDARDS AND PRACTICES FOR COLLECTION OF PATIENT DEBT IN ACCORDANCE WITH THE REQUIREMENTS OF CALIFORNIA ASSEMBLY BILL 774. SHC HAS A VARIETY OF OPTIONS FOR PATIENTS FACING FINANCIAL HARDSHIP, INCLUDING UNINSURED DISCOUNTING, NO INTEREST PAYMENT ARRANGEMENTS, AND A CHARITY CARE PROGRAM. PATIENTS WHO APPLY FOR CHARITY CARE AND QUALIFY MAY RECEIVE UP TO 100% FINANCIAL ASSISTANCE. SHC WILL SUSPEND ANY AND ALL COLLECTION ACTIONS IF A COMPLETED FINANCIAL ASSISTANCE APPLICATION, INCLUDING ALL REQUISITE SUPPORTING DOCUMENTATION, IS RECEIVED. SHC DOES NOT ALLOW THEIR COLLECTION AGENCIES TO REPORT DEBT TO CREDIT BUREAUS, GARNISH WAGES, OR FILE LIENS ON PRIMARY RESIDENCES.
PART VI, LINE 2 NEEDS ASSESSMENT LOCAL COLLABORATIVES WERE FORMED IN SAN MATEO AND SANTA CLARA COUNTIES FOR IDENTIFYING AND ADDRESSING CRITICAL HEALTH NEEDS OF THE COMMUNITY. THESE COLLABORATIVES ARE GROUPS OF ORGANIZATIONS THAT INCLUDE NONPROFIT HOSPITALS, PUBLIC HEALTH DEPARTMENTS AND OTHER COMMUNITY ORGANIZATIONS. BETWEEN 2018 AND 2019, SHC WORKED TOGETHER WITH THESE COLLABORATIVES TO CONDUCT AN EXTENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), WHICH MEETS ALL REQUIREMENTS OF THE CALIFORNIA STATE SENATE BILL 697 AS WELL AS IRS REQUIREMENTS FOR COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGIES PURSUANT TO THE 2010 AFFORDABLE CARE ACT (SECTION 1.501(R)(3)). THROUGH THIS PROCESS, THE COLLABORATIVES COMPILED STATISTICAL DATA AND PROVIDED COMPARISONS AGAINST HEALTHY PEOPLE 2020 BENCHMARKS. WHERE HEALTHY PEOPLE 2020 BENCHMARKS WERE NOT AVAILABLE, STATEWIDE AVERAGES AND RATES WERE USED AS BENCHMARKS. THE COLLABORATIVES CONDUCTED PRIMARY RESEARCH USING THREE STRATEGIES FOR COLLECTING COMMUNITY INPUT: INTERVIEWS WITH HEALTH EXPERTS, FOCUS GROUPS WITH COMMUNITY LEADERS AND STAKEHOLDERS, AND RESIDENT FOCUS GROUPS. TO PROVIDE A VOICE TO THE COMMUNITY, AND IN ALIGNMENT WITH THE IRS REGULATIONS, THE FOCUS GROUPS TARGETED RESIDENTS WHO ARE MEDICALLY UNDERSERVED, IN POVERTY, AND OF MINORITY POPULATIONS. IN SANTA CLARA COUNTY, THE COLLABORATIVE GATHERED FURTHER COMMUNITY INPUT THROUGH AN ONLINE SURVEY. THE SURVEY ASKED PARTICIPANTS TO RANK A LIST OF HEALTH NEEDS IN SANTA CLARA COUNTY AND INVITED THEM TO ADD OTHER NEEDS TO THE LIST. SURVEY PARTICIPANTS ALSO CONTRIBUTED INFORMATION ABOUT THE CURRENT ASSETS AND RESOURCES AVAILABLE TO MEET HEALTH NEEDS. THIS DATA COLLECTION WAS SYNTHESIZED AND PRODUCED A LIST OF 6 SIGNIFICANT HEALTH NEEDS ACROSS STANFORD HEALTH CARE'S SERVICE AREA OF SANTA CLARA AND SAN MATEO COUNTIES. THE STANFORD HEALTH CARE COMMUNITY PARTNERSHIP PROGRAM STEERING COMMITTEE PRIORITIZED THE LIST OF SIGNIFICANT HEALTH NEEDS BY APPLYING THE FOLLOWING CRITERIA: - CLEAR DISPARITIES OR INEQUITIES: RECOGNIZABLE DIFFERENCES EXIST IN HEALTH OUTCOMES AMONG SUBGROUPS OF PEOPLE (BASED ON GEOGRAPHY, LANGUAGE, ETHNICITY, CULTURE, CITIZENSHIP STATUS, ECONOMIC STATUS, SEXUAL ORIENTATION, AGE, GENDER, OR OTHER FACTORS). - COMMUNITY PRIORITY: THE HIGH FREQUENCY WITH WHICH THE COMMUNITY PRIORITIZED THE ISSUE OVER OTHERS IT EXPRESSED CONCERN ABOUT DURING THE CHNA PRIMARY DATA COLLECTION PROCESS. - MULTIPLIER EFFECT: A SUCCESSFUL SOLUTION TO THE HEALTH NEED HAS THE POTENTIAL TO SOLVE MULTIPLE PROBLEMS (FOR EXAMPLE, IF OBESITY RATES DECLINE, HEART ATTACK RATES MAY TOO.) - OPPORTUNITY TO LEVERAGE COLLABORATIVES FOR IMPACT: THERE'S AN OPPORTUNITY TO COLLABORATE WITH EXISTING PARTNERS WORKING TO ADDRESS THE NEED, OR TO BUILD ON CURRENT PROGRAMS, EMERGING OPPORTUNITIES, OR OTHER COMMUNITY ASSETS. FIVE OF THE 21 SIGNIFICANT HEALTH NEEDS ACROSS SANTA CLARA AND SAN MATEO COUNTIES MET ALL FIVE PRIORITIZATION CRITERIA. THESE FIVE HEALTH NEEDS ARE: ACCESS & DELIVERY OF CARE, BEHAVIORAL HEALTH, CANCER, COMMUNICABLE DISEASES, AND OBESITY & DIABETES. STRATEGIES TO ADDRESS THESE FIVE HEALTH NEEDS WERE INCLUDED IN THE 2017-2019 SHC IMPLEMENTATION STRATEGY, WHICH CAN BE FOUND HERE: HTTPS://STANFORDHEALTHCARE.ORG/CONTENT/DAM/SHC/ABOUT-US/PUBLIC-SERVICES-AN D-COMMUNITY-PARTNERSHIPS/DOCS/SHC-FY17-19-IS-FINAL-WITH-COVER.PDF PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL.
PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SHC PROVIDES DEDICATED RESOURCES TO PATIENTS THAT APPLY FOR CHARITY CARE AND PROACTIVELY CONDUCTS OUTREACH TO PATIENTS TO INFORM THEM OF THE PROGRAM'S AVAILABILITY AND THEIR POTENTIAL ELIGIBILITY FOR ASSISTANCE. BROCHURES AND SIGNAGE ARE CONSPICUOUSLY DISPLAYED AT ALL CARE DELIVERY LOCATIONS WITH INSTRUCTION ON WHERE TO LOCATE ADDITIONAL INFORMATION ON ELIGIBILITY FOR FINANCIAL ASSISTANCE. FINANCIAL ASSISTANCE APPLICATIONS, AND INSTRUCTIONS ON HOW TO APPLY ARE ALSO AVAILABLE ON THE SHC WEBSITE, VIA MAIL, AND IN ALL SHC CARE DELIVERY LOCATIONS.
PART VI, LINE 4 COMMUNITY INFORMATION SHC IS A REGIONAL REFERRAL CENTER FOR AN ARRAY OF ADULT SPECIALTIES, DRAWING PATIENTS FROM THROUGHOUT CALIFORNIA, ACROSS THE COUNTRY, AND INTERNATIONALLY. HOWEVER, DUE TO ITS LOCATION IN PALO ALTO, ON THE NORTHERN END OF SANTA CLARA COUNTY AND BORDERING SAN MATEO COUNTY, THE MAJORITY OF SHC'S PATIENTS (APPROXIMATELY 51%) ARE RESIDENTS OF SAN MATEO AND SANTA CLARA COUNTIES. THEREFORE, FOR THE PURPOSES OF ITS COMMUNITY BENEFIT PROGRAM, SHC HAS IDENTIFIED THESE TWO COUNTIES AS ITS TARGET COMMUNITY. SHC MAINTAINS A STRONG COMMITMENT TO THE HEALTH OF ITS COMMUNITY MEMBERS AND DEDICATES CONSIDERABLE RESOURCES TO SUPPORT ITS COMMUNITY BENEFIT PROGRAM. IN 2016, APPROXIMATELY 1.9 MILLION RESIDENTS LIVED IN SANTA CLARA COUNTY. SAN MATEO COUNTY IS FAR SMALLER WITH APPROXIMATELY 765,000 RESIDENTS IN 2016. THE ETHNIC MAKE-UP OF BOTH COUNTIES IS APPROXIMATELY 60% WHITE, 33% ASIAN, 25% HISPANIC/LATINO, AND 3% BLACK/AFRICAN-AMERICAN. THE ASIAN PACIFIC ISLANDER POPULATION IS GREATER IN SAN MATEO COUNTY (2%) THAN IN SANTA CLARA COUNTY (0.5%). MORE THAN ONE-THIRD OF RESIDENTS IN BOTH COUNTIES ARE FOREIGN-BORN. THE FEDERAL POVERTY LINE (FPL) IS THE TRADITIONAL MEASURE OF POVERTY IN A COMMUNITY. UNFORTUNATELY, THE FPL DOES NOT TAKE INTO CONSIDERATION LOCAL CONDITIONS SUCH AS THE HIGH COST OF LIVING IN THE SAN FRANCISCO BAY AREA. AS SUCH, THE CALIFORNIA SELF-SUFFICIENCY STANDARD (CASSS) IS A BETTER ESTIMATE OF ECONOMIC STABILITY IN BOTH COUNTIES. CASSS CITES THAT APPROXIMATELY 30% OF HOUSEHOLDS ACROSS SCC AND SMC IN 2018 WERE UNABLE TO MEET THEIR BASIC NEEDS. FOR A SINGLE PARENT WITH 2 CHILDREN, CASSS ESTIMATES THAT AN ANNUAL INCOME OF $107,000 IN SCC AND $126,000 IN SMC WAS NECESSARY TO MEET BASIC NEEDS. WHILE MINIMUM WAGE WAS $13.00 (SCC) AND $13.50 (SMC) PER HOUR IN 2018, TO MEET THE CASSS ESTIMATE AN HOURLY WAGE OF $50 (SCC) AND $60 (SMC) WAS REQUIRED. LASTLY, CASSS REPORTS A 25% INCREASE IN THE COST OF LIVING ACROSS BOTH COUNTIES BETWEEN 2015 AND 2018. UNFORTUNATELY, THE BUREAU OF LABOR STATISTICS CITES ONLY A 4% PER YEAR AVERAGE INCREASE IN WAGES ACROSS THE SAN JOSE-SAN FRANCISCO-OAKLAND METROPOLITAN AREA DURING THE 2015-2018 TIME. IN 2018, INSIGHT PUBLISHED THE COST OF BEING CALIFORNIAN, WHICH CITES SIGNIFICANT INCOME, ETHNIC, AND GENDER DISPARITIES EXIST ACROSS CALIFORNIA. THE KEY FINDINGS OF THE COST OF BEING CALIFORNIA REPORT, INCLUDE: - CALIFORNIA (CA) HOUSEHOLDS OF COLOR ARE TWICE AS LIKELY AS WHITE HOUSEHOLDS TO LACK ADEQUATE INCOME TO MEET THEIR BASIC NEEDS - 52% OF LATINO CA HOUSEHOLDS ARE STRUGGLING TO GET BY VS. 23% OF WHITE HOUSEHOLDS - CA HOUSEHOLDS OF COLOR MAKE UP 57% OF ALL CALIFORNIA HOUSEHOLDS, BUT CONSTITUTE 72% OF HOUSEHOLDS THAT FALL BELOW THE CASSS - WOMEN IN CA ARE MORE ECONOMICALLY DISADVANTAGED THAN MEN ACROSS MANY FACTORS, INCLUDING LOWER PAY, TAKING UNPAID TIME TO CARE FOR CHILDREN OR FAMILY MEMBERS, UNDEREMPLOYMENT, AND OCCUPATIONAL SEGREGATION - HAVING CHILDREN NEARLY DOUBLES THE CHANCE OF LIVING BELOW CASSS - POLICY CHANGE TO INCREASE WAGES, INSTITUTE COMPREHENSIVE PAID FAMILY LEAVE, CURB RISING HOUSING COSTS, AND ESTABLISH UNIVERSAL CHILD CARE ARE NEEDED
PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH STANFORD HEALTH CARE MAKES ANNUAL COMMUNITY INVESTMENT GRANTS TO COMMUNITY NONPROFITS WORKING ON SIGNIFICANT HEALTH NEEDS AS DETERMINED BY THE MOST RECENT CHNA. IN ADDITION, THE HOSPITAL MAKES SIGNIFICANT INVESTMENTS THAT PROMOTE THE HEALTH OF THE COMMUNITY. THESE PROGRAMS ARE FULLY DESCRIBED IN THE FY2019 COMMUNITY BENEFIT REPORT AND IMPLEMENTATION PLAN FILED JANUARY 2020 WITH THE STATE OF CALIFORNIA OFFICE OF STATEWIDE HEALTH PLANNING AND DEVELOPMENT. A THOROUGH ACCOUNTING OF THE HOSPITAL'S EFFORTS TO PROMOTE COMMUNITY HEALTH CAN BE READ IN THE REPORT, WHICH IS AVAILABLE AT HTTPS://STANFORDHEALTHCARE.ORG/ABOUT-US/COMMUNITY-PARTNERSHIPS.HTML. PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. BELOW IS A LISTING OF STANFORD HEALTH CARE'S SERVICES AND ACTIVITIES THAT PROMOTE THE HEALTH OF THE COMMUNITY WE SERVE: HEALTH PROFESSIONS EDUCATION THE HOSPITAL IS A MAJOR EMPLOYER IN THE COMMUNITY IT SERVES AND, AS AN ACADEMIC MEDICAL CENTER, INVESTS SIGNIFICANTLY IN TRAINING THE HEALTH CARE PROFESSIONALS OF THE FUTURE. THE HOSPITAL IS A MAJOR PROVIDER OF TRAINING FOR RESIDENT PHYSICIANS, FELLOWS AND MEDICAL STUDENTS, NURSES, AND ALLIED HEALTH PROFESSIONS FROM AROUND THE REGION FROM VARIOUS ORGANIZATIONS. COMMUNITY HEALTH IMPROVEMENT THE HOSPITAL CONDUCTS MULTIPLE PROGRAMS THAT ARE OFFERED AT NO COST TO COMMUNITY MEMBERS AND SEEKS TO IMPROVE THE HEALTH AND HEALTH KNOWLEDGE OF THE COMMUNITY. THESE ACTIVITIES INCLUDE CLINICAL TRIALS INFORMATION AND ENROLLMENT SERVICES, HEALTH INSURANCE ENROLLMENT SERVICES FOR LOW-INCOME ADULTS AND CHILDREN, COMMUNITY HEALTH EDUCATIONS PROGRAMS, SUPPORTIVE CARE PROGRAMS FOR CANCER AND NEUROSCIENCE PATIENTS, AND ONGOING RESEARCH IN THE AREAS OF CARE DELIVERY AND QUALITY IMPROVEMENT. COMMUNITY BUILDING ACTIVITIES THE HOSPITAL PARTICIPATES IN A MYRIAD OF COMMUNITY BUILDING ACTIVITIES THAT SEEK TO IMPROVE THE COMMUNITY'S HEALTH AND SAFETY. THESE SERVICES AND ACTIVITIES ARE EITHER PROVIDED BY THE HOSPITAL ITSELF OR INVOLVE SUPPORT FOR COMMUNITY ORGANIZATIONS WORKING IN THE AREAS OF: POVERTY, HOMELESSNESS, ECONOMIC DEVELOPMENT, ETC. HOSPITAL LEADERSHIP ALSO VOLUNTEERS THEIR EXPERTISE ON MULTIPLE COMMUNITY NONPROFIT BOARDS WORKING TO IMPROVE THE HEALTH OF THE COMMUNITY. THE HOSPITAL ALSO SUPPORTS LOCAL EMERGENCY MANAGEMENT EFFORTS, SUPPORTS ECONOMIC AND WORKFORCE DEVELOPMENT IN THE REGION, AND ADVOCATES FOR COMMUNITY HEALTH ISSUES. ACADEMIC MEDICAL CENTER RESEARCH STANFORD HEALTH CARE IS PART OF STANFORD UNIVERSITY SCHOOL OF MEDICINE, THE WEST COAST'S OLDEST MEDICAL SCHOOL AND WORLDWIDE LEADER IN PATIENT CARE, EDUCATION, RESEARCH, AND INNOVATION. STANFORD HEALTH CARE IS PROUD TO BE THE PRIMARY TEACHING HOSPITAL OF STANFORD UNIVERSITY SCHOOL OF MEDICINE-ONE OF THE TOP RANKED ACADEMIC MEDICAL INSTITUTIONS IN THE COUNTRY. THROUGHOUT HISTORY, STANFORD UNIVERSITY SCHOOL OF MEDICINE HAS BEEN HOME TO CUTTING-EDGE MEDICAL ADVANCES, INCLUDING THE FIRST SUCCESSFUL ADULT HUMAN HEART TRANSPLANT IN THE COUNTRY AND THE FIRST COMBINED HEART-LUNG TRANSPLANT IN THE WORLD. STANFORD HEALTH CARE FUNDS ONGOING RESEARCH THROUGH STANFORD UNIVERSITY SCHOOL OF MEDICINE THAT SEEKS TO IMPROVE THE HEALTH OF OUR COMMUNITY.
PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM IN MAY 2015, THE HOSPITAL COMMITTEE FOR THE LIVERMORE-PLEASANTON AREAS (VCHS) BECAME AN AFFILIATE OF STANFORD HEALTH CARE (SHC). VCHS PARTNERS WITH SHC TO SERVE THE EAST BAY'S TRI-VALLEY REGION OF LIVERMORE, DUBLIN AND PLEASANTON. VCHS'S FACILITIES IN LIVERMORE, DUBLIN AND PLEASANTON INCLUDE VALLEY MEDICAL CENTER, EMERGENCY SERVICES AND TWO URGENT CARE CENTERS. VCHS ALLOWS SHC TO EXPAND ITS PRESENCE IN THE CRITICAL TRI-VALLEY AREA BY PARTNERING WITH A HIGH QUALITY, HIGH VALUE COMMUNITY HOSPITAL. VCHS WILL PARTICIPATE IN ALL THREE OF SHC'S MISSIONS BY PROVIDING SHC'S LEADING EDGE CLINICAL CARE IN THE VCHS COMMUNITY, TRAINING FUTURE MEDICAL LEADERS THROUGH RESIDENCY ROTATIONS AND OTHER ACADEMIC PURSUITS, AND PROVIDING THE TRI-VALLEY AREA INCREASED ACCESS TO CLINICAL TRIALS FOR LIFE-SAVING TREATMENTS. IN ADDITION, SHC'S GROWING EXPERTISE IN POPULATION AND PRECISION HEALTH WILL BE LEVERAGED TO SERVE THIS COMMUNITY.
PART VI, LINE 7 ALL STATES IN WHICH ORGANIZATION FILES A COMMUNITY BENEFIT REPORT: CALIFORNIA
Schedule H (Form 990) 2018
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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
STANFORD HEALTH CARE
 
Employer identification number
94-6174066
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT
2400 MOORPARK AVE
SAN JOSE,CA95128
94-2292491 501(c)(3) 25,000       SUPPORT COMMUNITY CLINIC
(2) VMC FOUNDATION
2400 MOORPARK 207
SAN JOSE,CA95128
77-0187890 501(C)(3) 10,000       INFECTIOUS DISEASE SUPPORT/EDUCATION
(3) LATINAS CONTRA COSTA
255 NO MARKET ST
SAN JOSE,CA95110
56-2412069 501(C)(3) 10,000       CANCER SUPPORT/EDUCATION
(4) MAYVIEW COMMUNITY HEALTH CENTER INC
270 GRANT AVE
PALO ALTO,CA94306
94-2239648 501(C)(3) 320,000 56,103 IN-KIND 0.5 FTE SOCI IN-KIND 0.5 FTE SOCI SUPPORT COMMUNITY CLINIC
(5) HEALTHCARE FOUNDATION OF NORTHERN & CENTRAL CALIFO
1215 K ST
STE 730
SACRAMENTO,CA95814
86-1174825 501(C)(3) 82,140       MEDICAL RESPITE PROGRAM
(6) PENINSULA HEALTHCARE CONNECTION
33 ENCINA AVE
103
PALO ALTO,CA94301
20-2886131 501(C)(3) 50,000       HEALTHCARE FOR HOMELESS
(7) SOUTH COUNTY COMMUNITY HEALTH CENTER INC
1885 BAY RD
PALO ALTO,CA94303
94-3372130 501(C)(3) 75,000 50,000 EMPLOYEE SALARY IN-KIND 0.5 FTE SOCI SUPPORT COMMUNITY CLINIC
(8) SAMARITAN HOUSE
4031 PACIFIC BLVD
SAN MATEO,CA94403
23-7416272 501(C)(3) 125,000       SUPPORT COMMUNITY CLINIC
(9) COMMUNITY HEALTH PARTNERSHIP INC
1401 PARKMOOR AVE
STE 200
SAN JOSE,CA95111
77-0352645 501(C)(3) 10,000       COMMUNITY MAMMOGRAPHY ACCESS PROJECT
(10) COMMUNITY INITIATIVES - SF HEP B FREE PROJECT
101 GROVE ST
406
SAN FRANCISCO,CA94102
94-3255070 501(C)(3) 15,000       INFECTIOUS DISEASE SUPPORT/EDUCATION
(11) AVENIDAS
450 BRYANT STREET
PALO ALTO,CA94301
94-1480548 501(C)(3) 175,000 24 FMV PER POUND BASIS FURNITURE COMMUNITY BASED HOME HEATH HOME PROGRAM
(12) KARA
457 KINGSLEY AVENUE
PALO ALTO,CA94301
94-2431483 501(C)(3) 12,000       CLINICAL THERAPY PROGRAM
(13) MENTAL HEALTH AMERICA OF NORTH CALIFORNIA
9719 LINCOLN VILLAGE DR
SACRMENTO,CA95827
94-1476949 501(C)(3) 8,747       BEHAVIOURAL HEATH SUPPORT
(14) AMBULATORY SURGERY ACCESS COALITION
1119 MARKET STREET
SUITE 400
SAN FRANCISCO,CA94103
94-3180356 501(C)(3) 10,000       CANCER SUPPORT
(15) SANTA CLARA VALLEY MEDICAL CENTER
PO BOX 398414
SAN FRANCISCO,CA94139
94-6000533 GOVT 20,000       INFECTIOUS DISEASE SUPPORT/EDUCATION & MED RESPITE VEHICLE
(16) VOLUNTEERS FOR INTER-AMERICAN DEVELOPMENT ASSISTAN
1519 63RD STREET
EMERYVILLE,CA94608
68-0249466 501(C)(3)   619,763 FAIR MARKET VALUE PE MEDICAL SUPPLY AND M MEDICAL SUPPLY AND EQUIPMENT DONATION
(17) GO COPIA PBC
1160 E BATTERY ST
STE 100
SAN FRANCISCO,CA94111
47-1068807 170(E)   128,677 FAIR MARKET VALUE FO FOOD DONATION FOOD DONATION
(18) THE BOARD OF TRUSTEES OF STANFORD UNIVERSITY
3145 PORTER DRIVE
PALO ALTO,CA94304
94-1156365 501(C)(3) 77,672,477       ACCESS TO CARE AND RESEARCH SUPPORT
(19) NAMI SANTA CLARA COUNTY
1150 S BASCOM AVE
STE 24
SAN JOSE,CA95128
94-2430956 501(c)(3) 70,000       COMMUNITY PEER MENTOR PROGRAM
(20) PALO ALTO UNIFIED SCHOOL DISTRICT
25 CHURCHILL AVENUE
PALO ALTO,CA94306
94-2168440 GOVT   11,395 FMV PER POUND BASIS EQUIPMENT/FURNITURE EQUIPMENT AND FURNITURE DONATION
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
19
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
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
PROCEDURES FOR MONITORING USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 WHEN A GRANT IS APPROVED, SOMEONE WITH SIGNATURE AUTHORITY FROM THE GRANTEE ORGANIZATION SIGNS THE GRANT AGREEMENT, WHICH INCLUDES A RECEIPT OF FUNDS STATEMENT (WHEN AND HOW MUCH WAS RECEIVED) AND THE PURPOSE FOR WHICH THE FUNDS MUST BE USED. A GRANTS MANAGER MAINTAINS CONTACT THROUGHOUT THE GRANT PERIOD FOR USE OF FUNDS AND PROGRESS ON STATED GOALS AND OBJECTIVES. AT THE END OF THE GRANT PERIOD, FINAL GRANT REPORTS ARE REVIEWED BY THE GRANT MANAGER. COPIES OF ALL DOCUMENTS ARE KEPT IN HARD FILES AND ELECTRONICALLY BY THE GOVERNMENT AND COMMUNITY RELATIONS DEPARTMENT.
Schedule I (Form 990) 2018



Additional Data


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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
STANFORD HEALTH CARE
 
Employer identification number

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

(ii)
0
-------------
277,626
0
-------------
413,665
0
-------------
1,622
0
-------------
27,067
0
-------------
11,408
0
-------------
731,388
0
-------------
0
2DAVID ENTWISTLE
DIRECTOR/CEO
(i)

(ii)
1,691,047
-------------
0
967,607
-------------
0
182,271
-------------
0
321,425
-------------
0
51,872
-------------
0
3,214,222
-------------
0
124,053
-------------
0
3SAM GAMBHIR MD
DIRECTOR
(i)

(ii)
0
-------------
611,245
0
-------------
270,675
0
-------------
1,500
0
-------------
27,500
0
-------------
30,071
0
-------------
940,991
0
-------------
0
4ROBERT HARRINGTON MD
DIRECTOR (SEE SCHEDULE O)
(i)

(ii)
0
-------------
579,599
0
-------------
373,082
0
-------------
33,211
0
-------------
27,260
0
-------------
32,057
0
-------------
1,045,209
0
-------------
0
5RANDALL LIVINGSTON
DIRECTOR
(i)

(ii)
0
-------------
748,190
0
-------------
0
0
-------------
291
0
-------------
531,167
0
-------------
34,197
0
-------------
1,313,845
0
-------------
0
6DENNIS LUND MD
DIRECTOR (SEE SCHEDULE O)
(i)

(ii)
0
-------------
394,948
0
-------------
820,769
0
-------------
27,168
0
-------------
19,967
0
-------------
41,289
0
-------------
1,304,141
0
-------------
0
7LLOYD B MINOR MD
DIRECTOR
(i)

(ii)
0
-------------
1,517,476
0
-------------
250,000
0
-------------
115,946
0
-------------
327,500
0
-------------
41,206
0
-------------
2,252,128
0
-------------
0
8NORMAN RIZK MD
DIRECTOR
(i)

(ii)
0
-------------
442,971
0
-------------
701,221
0
-------------
0
0
-------------
27,500
0
-------------
13,703
0
-------------
1,185,395
0
-------------
0
9YIPING WOO MD
DIRECTOR (SEE SCHEDULE O)
(i)

(ii)
0
-------------
1,433,090
0
-------------
1,049,704
0
-------------
17,679
0
-------------
24,376
0
-------------
74,535
0
-------------
2,599,384
0
-------------
0
10QUINN MCKENNA
COO
(i)

(ii)
1,041,733
-------------
0
405,564
-------------
0
54,400
-------------
0
154,401
-------------
0
37,615
-------------
0
1,693,713
-------------
0
0
-------------
0
11LINDA HOFF
CFO
(i)

(ii)
786,299
-------------
0
337,504
-------------
0
42,061
-------------
0
123,532
-------------
0
30,263
-------------
0
1,319,659
-------------
0
0
-------------
0
12SHIRLEY WEBER
VP-CLINICAL OPERATIONS
(i)

(ii)
306,358
-------------
0
74,221
-------------
0
56,483
-------------
0
26,351
-------------
0
24,116
-------------
0
487,529
-------------
0
0
-------------
0
13ERIC YABLONKA
CHIEF INFORMATION OFFICER
(i)

(ii)
690,500
-------------
0
293,847
-------------
0
93,243
-------------
0
85,113
-------------
0
20,769
-------------
0
1,183,472
-------------
0
0
-------------
0
14SRIDHAR SESHADRI
VP CANCER CENTER & HEART CNTR
(i)

(ii)
529,588
-------------
0
134,719
-------------
0
117,818
-------------
0
31,391
-------------
0
12,555
-------------
0
826,071
-------------
0
0
-------------
0
15DALE BEATTY
CNO & VP PATIENT CARE SERVICES
(i)

(ii)
469,502
-------------
0
129,779
-------------
0
91,612
-------------
0
74,754
-------------
0
18,617
-------------
0
784,264
-------------
0
0
-------------
0
16DAVID D JONES
VP & CHIEF HR OFFICER
(i)

(ii)
506,164
-------------
0
284,141
-------------
0
29,945
-------------
0
89,577
-------------
0
30,266
-------------
0
940,093
-------------
0
0
-------------
0
17JAMES MARTIN JR
VP - CONTROLLER
(i)

(ii)
429,088
-------------
0
300,135
-------------
0
53,744
-------------
0
40,546
-------------
0
22,432
-------------
0
845,945
-------------
0
0
-------------
0
18CATHERINE D KRNA
VP - AMBULATORY CARE & GI
(i)

(ii)
483,483
-------------
0
131,067
-------------
0
73,750
-------------
0
65,851
-------------
0
39,137
-------------
0
793,288
-------------
0
0
-------------
0
19JEFFREY DRIVER
VP & CHIEF RISK/ADMIN OFFICER
(i)

(ii)
145,322
-------------
0
0
-------------
0
513,935
-------------
0
24,516
-------------
0
7,518
-------------
0
691,291
-------------
0
0
-------------
0
20THOMAS KIM
VP-CHIEF MARKET DEVELOP. OFF.
(i)

(ii)
421,543
-------------
0
112,155
-------------
0
54,213
-------------
0
60,510
-------------
0
2,793
-------------
0
651,214
-------------
0
0
-------------
0
21DAVID CONNOR
FORMER CFO
(i)

(ii)
53,038
-------------
0
0
-------------
0
483,074
-------------
0
14,423
-------------
0
3,651
-------------
0
554,186
-------------
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 1A HOUSING ALLOWANCE 3 OFFICERS, 2 KEY EMPLOYEES, 2 HIGHEST COMPENSATED EMPLOYEES, AND 1 FORMER OFFICER RECEIVED HOUSING AS A TAXABLE BENEFIT AND THE AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B (III).
SCHEDULE J, PART I, LINE 4A IN 2018 IN CONNECTION WITH THEIR DEPARTURE, ONE HIGHEST COMPENSATED EMPLOYEE & ONE FORMER OFFICER RECEIVED TOTAL SEVERANCE PAYMENTS OF $383,843 & $387,962 WHICH ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(III).
SCHEDULE J, PART I, LINE 4B STANFORD HEALTH CARE ("SHC") PROVIDES ALL SENIOR EXECUTIVES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS. FOR EACH CALENDAR YEAR, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR EACH PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION) AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) DEATH. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2018: DAVID ENTWISTLE $132,801 SRIDHAR B. SESHADRI $ 67,935 THOMAS KIM $ 32,402 CATHERINE D. KRNA $ 35,856 JEFFREY DRIVER $ 30,342 SHIRLEY WEBER $ 26,676 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED AND WERE PAID IN CALENDAR 2018 ARE REPORTED IN COLUMN (F). RANDALL LIVINGSTON AND LLOYD B. MINOR PARTICIPATE IN A DEFERRED COMPENSATION PLAN AT STANFORD UNIVERSITY, A RELATED ORGANIZATION. AMOUNTS ARE CREDITED TO THE PLAN BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT IF CERTAIN CONDITIONS ARE MET. CERTAIN BONUS AMOUNTS MAY BE DEFERRED AND PAID IN A LATER YEAR SUBJECT TO IRC SECTION 457(F).
SCHEDULE J, PART I, LINE 7 & PART II, DESCRIPTION FOR COLUMN B(II) OFFICERS AND OTHERS WITH AMOUNTS IN THIS COLUMN RECEIVE BONUS AWARDS AND INCENTIVE COMPENSATION. THE ANNUAL INCENTIVE PLAN (AIP) IS BASED ON ACHIEVING CERTAIN GOALS ESTABLISHED PRIOR TO THE NEW FISCAL YEAR. THE GOALS ARE BASED ON THE FOCUSED AREAS, SUCH AS PATIENT CARE, QUALITY/SAFETY SERVICE, FINANCIAL RESULT, AND DEPARTMENT/PERSONAL PERFORMANCE.
SCHEDULE J, PART II, DESCRIPTION FOR COLUMN B(III) OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B(III) INCLUDES HOUSING ASSISTANCE, SERP CASH DISTRIBUTION, GRANT MONIES, ACCRUED VACATION PAY OUT, GROUP TERM LIFE, AND TAXABLE MOVING ASSISTANCE. IN ADDITION, SHC HAS PROVIDED VARIOUS ITEMS OF "LISTED PROPERTY" (E.G. COMPUTERS AND PERIPHERALS) TO THE ABOVE LISTED EMPLOYEES PRINCIPALLY FOR THEIR BUSINESS USE.
SCHEDULE J, PART II DIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SHC. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II.
Schedule J (Form 990) 2018
Additional Data


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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 , line 24a. Provide descriptions,
explanations, and any additional information in Part .
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
STANFORD HEALTH CARE
 
Employer identification number
94-6174066
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
 
52-1643828 13033LNX1 06-02-2008 428,500,000 2008 SERIES AB-SEE PART VI X     X   X
B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
 
52-1643828 13033LJB4 06-16-2010 310,291,489 2010 SERIES AB-SEE PART VI X     X   X
C CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
 
52-1643828 13033LZN0 05-23-2012 608,293,722 2012 SERIES ABCD-SEE PART VI   X   X   X
D California Health Facilities Financing Authority
 
52-1643828 13033L8Q3 06-30-2015 180,626,500 2015 SERIES AB-SEE PART VI   X   X   X
California Health Facilities Financing Authority
 
52-1643828 13032UQR2 12-28-2017 530,337,859 2017 SERIES A-SEE PART VI   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 15,850,000 42,000,000 39,550,000 0
2 Amount of bonds legally defeased .............. 240,325,000 240,860,000 0 0
3 Total proceeds of issue .................. 428,500,000 310,291,489 614,499,969 182,519,359
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 ............... 0 0 4,780 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 535,097,892 182,519,359
11 Other spent proceeds ............. 428,500,000 310,291,489 79,397,297 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2008 2010 2019 2019
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
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
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      
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 0.020 % 0.010 % 0.010 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 ............. 0.020 % 0.010 % 0.010 %  
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
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 the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X   X   X
b Name of provider .......... see part VI
 
0
 
0
 
0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........ X              
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
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
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
TAX EXEMPT BONDS F0RM 990, SCHEDULE K, PART I BOND ISSUES: A CUSIP#: 13033LNX1 SERIES: 2008 SERIES A&B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2006 SERIES A & B DATE OF ISSUE: MARCH 9, 2006. BOND ISSUES: B CUSIP#: 13033LJB4 SERIES: 2010 SERIES A DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 1998 SERIES B DATE OF ISSUE: MARCH 31, 1998. BOND ISSUES: B CUSIP#: 13033LJB4 SERIES: 2010 SERIES B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2003 SERIES B, C, AND D DATE OF ISSUE: JULY 1, 2003. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES A, C AND D DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL Date of Issue: May 23, 2012. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES B DESCRIPTION OF PURPOSE: ADVANCE REFUNDING OF 2003 SERIES A DATE OF ISSUE: JULY 1, 2003. BOND ISSUES: D CUSIP: 13033L8Q3 SERIES: 2015 SERIES A & B DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL DATE OF ISSUE: 06/30/2015. PART II, COLUMN (C), LINE 3: this amount differs from the issue price due to investment earnings Part II, Column C, line 14: 2012B Bonds advance refunded 2003A Bonds PART III, Column C, Line 4&6: the private use % of 0.01% is generated from 2012B only. 2012ACD have been used for the new Stanford Hospital Project which was placed in service on 11/17/19 Part IV, Line 2c, Column C: Rebate calculation date for Series 2012: 10/17/2019 Part IV, Line 2c, Column D: Rebate calculation date for Series 2015: 10/23/2019 PART IV ISSUE A: SERIES: 2008 SERIES B1 and 2008 Series B2 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 TERMINATED: 02/26/14 NOVATED FROM ORIGINAL COUNTERPARTY, J.P. MORGAN CHASE BANK N.A. EFFECTIVE JANUARY 1, 2011 Part IV Line 3: 2012CD are variable bonds. 2015B is a variable bond BOND ISSUES: A CUSIP#: 13032UQR2 SERIES: 2017 SERIES A DESCRIPTION OF PURPOSE: Advanced Refunding of a portion of 2008A, a portion of 2010A and entire 2010B issue Part IV, Line 2c, Column A: calculation date: 02/25/2019
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 , line 24a. Provide descriptions,
explanations, and any additional information in Part .
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
STANFORD HEALTH CARE
 
Employer identification number
94-6174066
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
 
52-1643828 13033LNX1 06-02-2008 428,500,000 2008 SERIES AB-SEE PART VI X     X   X
B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
 
52-1643828 13033LJB4 06-16-2010 310,291,489 2010 SERIES AB-SEE PART VI X     X   X
C CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY
 
52-1643828 13033LZN0 05-23-2012 608,293,722 2012 SERIES ABCD-SEE PART VI   X   X   X
D California Health Facilities Financing Authority
 
52-1643828 13033L8Q3 06-30-2015 180,626,500 2015 SERIES AB-SEE PART VI   X   X   X
California Health Facilities Financing Authority
 
52-1643828 13032UQR2 12-28-2017 530,337,859 2017 SERIES A-SEE PART VI   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 15,850,000 42,000,000 39,550,000 0
2 Amount of bonds legally defeased .............. 240,325,000 240,860,000 0 0
3 Total proceeds of issue .................. 428,500,000 310,291,489 614,499,969 182,519,359
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 ............... 0 0 4,780 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 0 0 535,097,892 182,519,359
11 Other spent proceeds ............. 428,500,000 310,291,489 79,397,297 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2008 2010 2019 2019
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
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
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      
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 0.020 % 0.010 % 0.010 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 ............. 0.020 % 0.010 % 0.010 %  
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
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 the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X   X   X
b Name of provider .......... see part VI
 
0
 
0
 
0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........ X              
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
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
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
TAX EXEMPT BONDS F0RM 990, SCHEDULE K, PART I BOND ISSUES: A CUSIP#: 13033LNX1 SERIES: 2008 SERIES A&B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2006 SERIES A & B DATE OF ISSUE: MARCH 9, 2006. BOND ISSUES: B CUSIP#: 13033LJB4 SERIES: 2010 SERIES A DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 1998 SERIES B DATE OF ISSUE: MARCH 31, 1998. BOND ISSUES: B CUSIP#: 13033LJB4 SERIES: 2010 SERIES B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2003 SERIES B, C, AND D DATE OF ISSUE: JULY 1, 2003. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES A, C AND D DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL Date of Issue: May 23, 2012. BOND ISSUES: C CUSIP#: 13033LZN0 SERIES: 2012 SERIES B DESCRIPTION OF PURPOSE: ADVANCE REFUNDING OF 2003 SERIES A DATE OF ISSUE: JULY 1, 2003. BOND ISSUES: D CUSIP: 13033L8Q3 SERIES: 2015 SERIES A & B DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL DATE OF ISSUE: 06/30/2015. PART II, COLUMN (C), LINE 3: this amount differs from the issue price due to investment earnings Part II, Column C, line 14: 2012B Bonds advance refunded 2003A Bonds PART III, Column C, Line 4&6: the private use % of 0.01% is generated from 2012B only. 2012ACD have been used for the new Stanford Hospital Project which was placed in service on 11/17/19 Part IV, Line 2c, Column C: Rebate calculation date for Series 2012: 10/17/2019 Part IV, Line 2c, Column D: Rebate calculation date for Series 2015: 10/23/2019 PART IV ISSUE A: SERIES: 2008 SERIES B1 and 2008 Series B2 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 TERMINATED: 02/26/14 NOVATED FROM ORIGINAL COUNTERPARTY, J.P. MORGAN CHASE BANK N.A. EFFECTIVE JANUARY 1, 2011 Part IV Line 3: 2012CD are variable bonds. 2015B is a variable bond BOND ISSUES: A CUSIP#: 13032UQR2 SERIES: 2017 SERIES A DESCRIPTION OF PURPOSE: Advanced Refunding of a portion of 2008A, a portion of 2010A and entire 2010B issue Part IV, Line 2c, Column A: calculation date: 02/25/2019
Schedule K (Form 990) 2018

Additional Data


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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
STANFORD HEALTH CARE
 
Employer identification number

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

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) DALE BEATTY KEY EMPLOYEE HOUSING LOAN   X 500,000 500,000   No Yes   Yes  
(2) DAVID ENTWISTLE OFFICER HOUSING LOAN   X 500,000 500,000   No Yes   Yes  
(3) DAVID ENTWISTLE OFFICER HOUSING LOAN   X 1,000,000 1,000,000   No Yes   Yes  
(4) DAVID ENTWISTLE OFFICER HOUSING LOAN   X 1,000,000 1,000,000   No Yes   Yes  
(5) DAVID ENTWISTLE OFFICER HOUSING LOAN   X 1,000,000 1,000,000   No Yes   Yes  
(6) QUINN MCKENNA OFFICER HOUSING LOAN   X 500,000 500,000   No Yes   Yes  
(7) QUINN MCKENNA OFFICER HOUSING LOAN   X 500,000 500,000   No Yes   Yes  
(8) QUINN MCKENNA OFFICER HOUSING LOAN   X 500,000 500,000   No Yes   Yes  
(9) QUINN MCKENNA OFFICER HOUSING LOAN   X 500,000 500,000   No Yes   Yes  
(10) LINDA HOFF OFFICER HOUSING LOAN   X 953,000 953,000   No Yes   Yes  
(11) JAMES MARTIN JR HIGHEST COMPENSATED HOUSING LOAN   X 500,000 500,000   No Yes   Yes  
Total ...............Small Bullet $ 7,453,000
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 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) BETH DAWES     COMPENSATION FOR EMPLOYMENT    
(2) EXPRESSSCRIPTS     PAYMENT FOR PRODUCTS    
(3) VARIAN MEDICAL SYSTEMS     PAYMENT FOR PRODUCTS    
(4) STANFORD PET-CT LLC     PAYMENT FOR SERVICES    
(5) SUMIT INSURANCE COMPANY LTD     PAYMENT FOR INSURANCE PREMIUMS    
(6) SU MED NETWORK RISK MGMT AUTHORITY     PAYMENT FOR SERVICES TO SRA    
(7) SU MED NETWORK RISK MGMT AUTHORITY     PAYMENT FOR SERVICES TO SHC    
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART II LOANS TO/FROM INTERESTED PERSONS EACH LOAN TO AN INTERESTED PERSON IS MADE FROM STANFORD HEALTH CARE (SHC) TO THE INDIVIDUAL (COLUMN D). NONE OF THE LOANS ARE IN DEFAULT (COLUMN G). ALL LOANS HAVE BEEN APPROVED BY THE BOARD OF DIRECTORS (COLUMN H) AND, FOR EACH LOAN ISSUED, THERE EXISTS A WRITTEN AGREEMENT BETWEEN SHC AND THE BORROWER (COLUMN I). THE LOANS TO INTERESTED PERSONS FALL UNDER THREE CATEGORIES: MORTGAGE ASSISTANCE PROGRAM (MAP), DEFERRED INTEREST PAYMENT (DIP), AND ZERO INTEREST PROGRAM (ZIP). FOR THE THREE TYPES OF LOANS, SHC WILL SHARE IN ANY APPRECIATION IN VALUE OF THE PROPERTY AT THE TIME OF REPAYMENT BASED ON ITS PERCENTAGE OF OWNERSHIP INTEREST. APPRECIATION IS THE DIFFERENCE BETWEEN THE DUE DATE FAIR MARKET VALUE OF THE PROPERTY AND THE ORIGINAL PURCHASE PRICE. THE MORTGAGE ASSISTANCE PROGRAM LOAN (MAP) IS A NON-AMORTIZING, INTEREST ONLY HOME LOAN REQUIRING THE PRINCIPAL TO BE PAYABLE AT THE TIME OF SALE, PREPAYMENT OR REFINANCING. THE DEFERRED INTEREST PAYMENT LOAN (DIP) IS A NON-AMORTIZING HOME LOAN REQUIRING NO PAYMENT UNTIL THE PRINCIPAL AND DEFERRED INTEREST ARE DUE AT THE TIME OF SALE, PREPAYMENT OR REFINANCING. ZERO INTEREST PROGRAM LOAN (ZIP) IS A NON-AMORTIZING, ZERO INTEREST HOME LOAN, REQUIRING PRINCIPAL TO BE PAYABLE AT THE TIME OF SALE, PREPAYMENT OR REFINANCING.
Schedule L (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 20 526,251 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE M, PART I, COLUMN B STANFORD HEALTH CARE IS REPORTING THE NUMBER OF CONTRIBUTIONS.
SCHEDULE M, PART I, QUESTION 32B STANFORD HEALTH CARE UTILIZES THE SERVICES OF STANFORD UNIVERSITY TO ASSIST WITH THE SOLICITATION AND PROCESSING OF NON-CASH GIFTS.
Schedule M (Form 990) (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
STANFORD HEALTH CARE
 
Employer identification number

94-6174066
Return Reference Explanation
MISSION FORM 990, PART I, LINE 1 & PART III, LINE 1 STANFORD HEALTH CARE ("SHC") IS A NON-PROFIT CALIFORNIA PUBLIC BENEFIT CORPORATION OF WHICH THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (THE "UNIVERSITY") IS THE SOLE MEMBER. THE OBJECTIVE AND THE PURPOSE OF SHC IS TO PROVIDE PATIENT CARE SERVICES, SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, AND SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE UNIVERSITY AND THE UNIVERSITY'S SCHOOL OF MEDICINE. SHC OPERATES A LICENSED ACUTE CARE HOSPITAL, CANCER CENTERS IN PALO ALTO AND SAN JOSE, AN AMBULATORY OUTPATIENT CENTER IN REDWOOD CITY AND NUMEROUS OUTPATIENT PHYSICIAN CLINICS IN THE SAN FRANCISCO BAY AREA, IN COMMUNITY SETTINGS AND IN ASSOCIATION WITH REGIONAL HOSPITALS. STANFORD HEALTH CARE HAS A MISSION TO CARE, TO EDUCATE, AND TO DISCOVER. SHC'S VISION STATEMENT IS HEALING HUMANITY THROUGH SCIENCE AND COMPASSION, ONE PATIENT AT A TIME. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A STANFORD HEALTH CARE ("SHC") IS KNOWN W0RLDWIDE FOR ADVANCED PATIENT CARE PROVIDED BY ITS PHYSICIANS AND STAFF, PARTICULARLY IN AREAS SUCH AS CARDIAC CARE, CANCER TREATMENT, NEUROLOGY, NEUROSURGERY, ORTHOPEDICS, SURGERY AND ORGAN TRANSPLANTS. SHC HAD 27,187 PATIENT DISCHARGES. SHC HAD 172,128 PATIENT DAYS INCLUDING ACUTE, BEHAVIORIAL HEALTH, AND SHORT STAY OUTPATIENT. TOTAL OUTPATIENT AND EMERGENCY ROOM VISITS WERE 943,217 FOR THE FISCAL YEAR ENDED AUGUST 31, 2019.
EXECUTIVE COMMITTEE FORM 990, PART VI, LINE 1A IF A MATTER NORMALLY REQUIRING ACTION BY THE BOARD OF DIRECTORS ARISES BETWEEN MEETINGS OF THE BOARD AND IS A MATTER WHICH, IN THE OPINION OF ANY FOUR (4) OUT OF SIX (6) OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE DEAN OF THE STANFORD UNIVERSITY SCHOOL OF MEDICINE, THE PRESIDENT OF THE CORPORATION, THE CHAIR OF THE FINANCE COMMITTEE AND THE CHAIR OF THE AUDIT COMMITTEE, REQUIRES ACTION BY THE BOARD BEFORE THE NEXT REGULAR OR SPECIAL MEETING OF THE BOARD, THEN ANY FOUR (4) OR MORE OUT OF THOSE SIX (6) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD OF DIRECTORS, ARE AUTHORIZED JOINTLY TO TAKE WHATEVER ACTION IS NECESSARY TO RESOLVE THE MATTER, AND SUCH ACTION WILL CONSTITUTE AUTHORIZED ACTION OF THE BOARD TO THE SAME EXTENT AS IF IT HAS BEEN ADOPTED AT A MEETING OF THE BOARD; PROVIDED, HOWEVER, THAT AT LEAST ONE (1) OF THE FOUR (4) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD PURSUANT TO THIS SECTION SHALL NOT BE EMPLOYED BY STANFORD HEALTH CARE, LUCILE SALTER PACKARD CHILDRENS HOSPITAL OR STANFORD UNIVERSITY AND PROVIDED, FURTHER, THAT THE DIRECTORS ACTING AS A COMMITTEE OF THE BOARD SHALL NOT IN ANY CASE BE AUTHORIZED BY THIS SECTION TO EXERCISE THOSE POWERS WHICH BY LAW, THE ARTICLES OF INCORPORATION, THESE BYLAWS OR SPECIFIC ACTION BY THE MEMBER, SET FORTH IN A RESOLUTION OF THE MEMBER, MAY BE EXERCISED ONLY BY THE MEMBER OR MAY NOT BE DELEGATED TO A COMMITTEE OF THE BOARD.
FAMILY/BUSINESS RELATIONSHIPS FORM 990, PART VI, LINE 2 THE FOLLOWING INDIVIDUALS ARE DIRECTORS AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL: MARIANN BYERWALTER LLOYD B. MINOR MD JOHN LEVIN DAVID ENTWISTLE RANDALL LIVINGSTON JEFF CHAMBERS PAUL KING MINDY ROGERS THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD UNIVERSITY: ED DAMROSE MD NORMAN RIZK MD LLOYD B. MINOR MD SAM GAMBHIR MD ROBERT HARRINGTON MD MARK LESLIE YIPING WOO MD DENNIS LUND RANDALL LIVINGSTON THE FOLLOWING INDIVIDUAL IS AN OFFICER AT STANFORD UNIVERSITY: RANDALL LIVINGSTON THE FOLLOWING INDIVIDUALS ARE TRUSTEES AT STANFORD UNIVERSITY: BRET COMOLLI MINDY ROGERS THE FOLLOWING INDIVIDUALS ARE MANAGERS AT STANFORD PET-CT LLC: DAVID ENTWISTLE QUINN MCKENNA LLOYD B. MINOR MD SAM GAMBHIR MD THE FOLLOWING INDIVIDUALS ARE VOTING BOARD MEMBERS AT SUMIT HOLDING INTERNATIONAL, LLC: DAVID ENTWISTLE LINDA HOFF PAUL KING DENNIS LUND MD NORMAN RIZK MD THE FOLLOWING INDIVIDUALS ARE VOTING BOARD MEMBERS AT SUMIT INSURANCE COMPANY, LTD.: DAVID ENTWISTLE LINDA HOFF PAUL KING DENNIS LUND MD LLOYD B. MINOR MD NORMAN RIZK MD THE FOLLOWING INDIVIDUALS ARE CLASS A SUBSCRIBER VOTING MEMBERS AT THE PROFESSIONAL EXCHANGE ASSURANCE COMPANY: (AS OF 8/16/2019) DAVID ENTWISTLE LINDA HOFF PAUL KING NORMAN RIZK MD DENNIS LUND MD
MEMBERS FORM 990, PART VI, LINE 6 STANFORD UNIVERSITY IS THE SOLE MEMBER OF STANFORD HEALTH CARE ("SHC").
ELECTION BY MEMBERS FORM 990, PART VI, LINE 7A STANFORD UNIVERSITY, AS THE SOLE MEMBER OF SHC, ELECTS THE SHC BOARD OF DIRECTORS.
FORM 990, PART VI, LINE 7B THE SOLE MEMBER, STANFORD UNIVERSITY, MAY REMOVE AN ELECTED DIRECTOR AT ANY TIME WITHOUT CAUSE.
FORM 990, PART VI, LINE 11B THE 990 TAX RETURN IS PREPARED BY THE FINANCE DEPARTMENT OF SHC. THE FINANCIAL DATA IS EXTRACTED FROM THE AUDITED FINANCIAL STATEMENT AND SUPPLEMENTAL INFORMATION AUDITED BY THE INDEPENDENT ACCOUNTING FIRM OF PRICEWATERHOUSECOOPERS (PWC). COMPENSATION DATA IS EXTRACTED FROM PAYROLL RECORDS. OTHER INFORMATION IS PROVIDED BY THE RELEVANT AREAS WITH EXPERTISE IN SHC. UPON COMPLETION, THE RETURN IS REVIEWED BY THE SENIOR MANAGEMENT OF SHC, THE COUNSEL OF SHC, STANFORD UNIVERSITY TAX DEPARTMENT AND EXTERNAL TAX ACCOUNTANT (PWC). THE DRAFT FORM 990 IS REVIEWED AT THE AUDIT AND COMPLIANCE COMMITTEE MEETING. THE FORM 990 IS THEN FORWARDED TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE CFO OF SHC AND PWC AS PAID PREPARER SIGN THE RETURN PRIOR TO FILING WITH IRS.
CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF BEGINNING SERVICE AT SHC. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS. FURTHERMORE, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENT WITHIN TEN (10) BUSINESS DAYS OF A MATERIAL CHANGE IN THEIR SITUATIONS THAT MAY CREATE AN ACTUAL OR PERCEIVED CONFLICT-OF-INTEREST. A DISCLOSURE THAT APPEARS TO BE A CONFLICT WILL BE RESOLVED BY A MUTUAL AGREEABLE PLAN WITH THE VICE PRESIDENT OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER, DIRECTOR OR KEY EMPLOYEE MUST TAKE TO RECTIFY THE CONFLICT. IN MATTERS THAT ARE UNCLEAR OR QUESTIONABLE, THE OFFICE OF CHIEF COMPLIANCE OFFICER WILL BE CONSULTED FOR A RULING. IF FURTHER INQUIRY IS NECESSARY THE OFFICE OF THE GENERAL COUNSEL WILL BE CONSULTED FOR A RULING.
PROCEDURES FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR SHC'S CEO AND OTHER TOP MANAGEMENT REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES THE COMMITTEE WITH COMPARABLE MARKET DATA FROM THE FORMS 990 OF COMPARABLE ORGANIZATIONS SUPPLEMENTED BY PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTS ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF SHC. THE VALUE OF EACH PAY ELEMENT AND THE TOTAL PACKAGE ARE REVIEWED EACH SEPTEMBER PRIOR TO ANY PAY ACTIONS BEING APPROVED BY THE COMPENSATION COMMITTEE. SPECIFIC FACTS AND CIRCUMSTANCES OF EACH ROLE, INCUMBENT, THEIR PERFORMANCE, SKILLS AND RESPONSIBILITIES ARE REVIEWED AND ASSESSED INDIVIDUALLY. THE COMMITTEE RECEIVES RECOMMENDATIONS FROM THE CEO AS TO PAY ACTIONS FOR EACH INCUMBENT. THESE RECOMMENDATIONS ARE DISCUSSED AND THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED AS TO THE FINAL PAY ACTION APPROVED ALONG WITH THE RATIONALE FOR THE DECISION. THIS PROCESS OCCURS ANNUALLY AND IN CONJUNCTION WITH ANY PROGRAMMATIC CHANGE THAT COULD POTENTIALLY IMPACT THE PAY OR BENEFITS OF EXECUTIVES.
AVAILABILITY OF GOVERNING DOCUMENTS FORM 990, PART VI, LINE 19 COPIES OF THE FINANCIAL STATEMENTS ARE AVAILABLE ON SHC'S WEBSITE. FURTHERMORE, THE STATEMENTS OF OPERATIONS AND BALANCE SHEET ARE PART OF THE UNIVERSITY'S ANNUAL REPORT POSTED ON THE ORGANIZATION'S PUBLIC WEBSITE. COPIES OF THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE GENERALLY NOT AVAILABLE FOR PUBLIC INSPECTION BUT REQUESTS WILL BE EVALUATED ON A CASE-BY-CASE BASIS.
BOARD OF DIRECTORS CHANGES FORM 990, PART VII, SECTION A THE FOLLOWING BOARD MEMBERS RETIRED FROM THE BOARD OF DIRECTORS DURING FY19 AS NOTED: ROBERT HARRINGTON MD AS OF 12/31/2018 JOEL HYATT AS OF 12/31/2018 DENNIS LUND MD AS OF 01/27/2019 CHRISTOPHER REDLICH AS OF 12/31/2018 THE FOLLOWING BOARD MEMBERS WERE APPOINTED TO THE BOARD AS OF DURING FY19 AS NOTED: DONNA DUBINSKY AS OF 01/01/2019 PAUL KING AS OF 01/28/2019 MINDY ROGERS AS OF 11/01/2018 YIPING WOO MD AS OF 01/01/2019
HOURS AT RELATED ORGANIZATIONS FORM 990, PART VII, COLUMN B DENNIS LUND MD AND PAUL KING ARE DIRECTORS OF SHC. FOR FY19 MR. KING IS THE PRESIDENT AND CEO OF THE LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD (LPCH), A RELATED ORGANIZATION. DR. LUND WAS INTERIM PRESIDENT AND CEO OF LPCH AND RECEIVES COMPENSATION FROM STANFORD UNIVERSITY FOR HIS SERVICES AT STANFORD UNIVERSITY. DR LUND RECEIVED NO COMPENSATION FOR HIS DUTIES AS A DIRECTOR OF SHC. LLOYD B. MINOR MD, NORMAN RIZK MD, MARK LESLIE, ED DAMROSE MD, SAM GAMBHIR MD, ROBERT HARRINGTON MD, DENNIS LUND MD, RANDALL LIVINGSTON, YIPING WOO MD, ARE DIRECTORS OF SHC. FOR FY19 THEY WERE EMPLOYED AT STANFORD UNIVERSITY (SU), A RELATED ORGANIZATION. THESE INDIVIDUALS RECEIVE COMPENSATION FROM SU FOR THEIR SERVICES AT SU. THEY RECEIVED NO COMPENSATION FOR DUTIES AS DIRECTORS OF SHC.
FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES INTEREST RATE SWAP MTM $ (134,268,843) 2003 BONDS SWAP PAYMENTS $ (2,521,635) 2006/2008 BONDS SWAP PAYMENTS $ (5,791,592) 2012 BONDS SWAP PAYMENTS $ (4,211,587) EQUITY TRANSFER $ (63,509,509) CHANGE IN MINIMUM PENSION LIABILITY $ (26,422,000) SEROC BOOK/TAX DIFFERENCE $ 94,244 ------------------- OTHER CHANGES IN NET ASSETS OR $ (236,630,922) FUND BALANCES
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
STANFORD HEALTH CARE
 
Employer identification number

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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) CARE COUNSEL LLC
899 NORTHGATE DRIVE STE 530
SAN RAFAEL,CA94903
68-0396696
HLTHCRE ADVOC CA 2,407,242 223,746 SHC
 
(2) STANFORD BLOOD CENTER LLC
3373 HILLVIEW AVENUE
PALO ALTO,CA94304
81-0816100
MEDICAL LAB CA 67,426,972 39,408,752 SHC
 
(3) AUGMNTED INTELLIGENCE MED SYS PSYCHIATRY
PO BOX 60954
PALO ALTO,CA94306
37-1865230
RESEARCH DE 0 0 SHC
 






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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)THE BRD OF TRUST LELAND STANF JR UNIV
485 BROADWAY MAIL CODE 8838

REDWOOD CITY,CA94063
94-1156365
EDUCATION CA 501(C)(3) 2 NA
 
 
No
(2)HOSPITAL COMMITTEE FOR THE L-P AREAS
1111 E STANLEY BLVD

LIVERMORE,CA94550
94-1429628
HOSPITAL CA 501(C)(3) 3 SHC
 
Yes
 
(3)LUCILE PACKARD FOUNDATION FOR CHILDREN'S
400 HAMILTON AVENUE SUITE 340

PALO ALTO,CA94301
77-0440090
HEALTHCARE CA 501(C)(3) 7 LPCH
 
Yes
 
(4)LUCILE SALTER PACKARD CHILDRENS HOSPITAL
725 WELCH ROAD MC 5553

PALO ALTO,CA94304
77-0003859
HEALTHCARE CA 501(C)(3) 3 STANFORD
 
Yes
 
(5)PACKARD CHILDREN'S HEALTH ALLIANCE
725 WELCH ROAD MC5551

PALO ALTO,CA94304
32-0359189
HEALTHCARE CA 501(C)(3) 3 LPCH
 
Yes
 
(6)SHR HOLDINGS INC
485 BROADWAY MAILCODE 8838

REDWOOD CITY,CA94063
94-3187167
REAL ESTATE CA 501(C)(25) N/A STANFORD
 
Yes
 
(7)STANFORD FACULTY CLUB
PO BOX 7229

STANFORD,CA94309
94-1187089
FAC INTERACT. CA 501(C)(7) N/A STANFORD
 
Yes
 
(8)STANFORD FEDERAL CREDIT UNION
1860 EMBARCADERO RD

PALO ALTO,CA94303
94-1492212
CREDIT UNION CA 501(C)(1) N/A STANFORD
 
Yes
 
(9)STANFORD HABITAT CONSERVATION BOARD
415 BROADWAY

REDWOOD CITY,CA94063
46-1882243
CONSERVATION CA 501(C)(3) 7 STANFORD
 
Yes
 
(10)STANFORD HEALTH CARE ADVANTAGE
1221 BROADWAY 3RD FLOOR

OAKLAND,CA94612
46-4071746
HEALTHCARE CA 501(c)(3) 12A, I SHC
 
Yes
 
(11)STANFORD PROGRAMME (CAPE TOWN) NPC
WAVERLY BUSINESS PARK BLDG 11
CAPE TOWN    
SF
EDUCATION SF 501(C)(3) N/A STANFORD
 
Yes
 
(12)STANFORD UNIVERSITY BOOKSTORE
BLDG 60 MAIN QUAD NO 105

STANFORD,CA94305
94-0894150
SUPPORT CA 501(C)(3) 12A, I STANFORD
 
Yes
 
(13)SU EMP BEN TRUST POST RETEMPYNT BEN
485 BROADWAY MAILCODE 8838

REDWOOD CITY,CA94063
94-3246199
BENEFITS CA 501(C)(9) N/A STANFORD
 
Yes
 
(14)THE DUDLEY E CHAMBERS FOUNDATION
JP MORGAN CHASE PO BOX 3038

MILWAUKEE,WI53201
38-6841793
SUPPORT NY 501(C)(3) 12D, III-O STANFORD
 
Yes
 
(15)THE FREIDENRICH SUPPORT FOUNDATION
485 BROADWAY MAILCODE 8838

REDWOOD CITY,CA94063
30-0519583
SUPPORT CA 501(C)(3) 12A, I STANFORD
 
Yes
 
(16)THE HONG KONGSU CHARITABLE TRUST
1401 CAROLINE CENTER 28 PING ROAD
CAUSEWAY    
HK
98-6078093
SUPPORT HK 501(C)(3) N/A STANFORD
 
Yes
 
(17)THE STANFORD TRUST
65 HIGH STREET
OXFORD   OX1 46L
UK
SUPPORT UK 501(C)(3) N/A STANFORD
 
Yes
 
(18)UNIVERSITY HEALTHCARE ALLIANCE
7999 GATEWAY BLVD STE 300

NEWARK,CA94560
94-3192446
HEALTHCARE CA 501(C)(3) 3 SHC
 
Yes
 
(19)VALLEYCARE MEDICAL FOUNDATION INC
5655 W LAS POSITAS BLVD 220

PLEASANTON,CA94588
26-2593526
SUPPRT SHC-VC CA 501(C)(3) 10 HOSP CMTE LP
 
Yes
 
(20)VALLEYCARE SENIOR HOUSING
1111 E STANLEY BLVD

LIVERMORE,CA94550
94-3382224
SR. FACILITY CA 501(C)(3) 12A, I HOSP CMTE LP
 
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) ADOM PARTNERS LP

590 MADISON AVENUE 27TH FLOOR
NEW YORK,NY10022
81-3083288
INVESTMENTS DE NA
 
                 
(2) ALBUS SELECT FUND LP

750 MENLO AVENUE
MENLO PARK,CA94025
81-2064357
INVESTMENTS DE NA
 
                 
(3) ARCOLA VENTURE LLC

635 KNIGHT WAY
STANFORD,CA94305
37-1689632
RE DEVELOPMENT DE NA
 
                 
(4) CANARY SC FUND LP

399 PARK AVENUE
NEW YORK,NY10022
47-5662144
INVESTMENTS DE NA
 
                 
(5) CANARY SC MASTER FUND LP

89 NEXUS WAY CAMANA BAY
GRAND CAYMAN   KY1-9009
CA
98-1267847
INVESTMENTS CJ NA
 
                 
(6) CARLSBAD CO-INVEST LP

51 JOHN F KENNEDY PARKWAY SUITE 2
SHORT HILLS,NJ07078
47-1702425
INVESTMENTS DE NA
 
                 
(7) CEE EQUITY HOLDINGS LP

JTC HOUSE 28 ESPLANADE
ST HELIER JERSEY   JE4 2QP
JE
INVESTMENTS JE NA
 
                 
(8) CLAIRVUE CAPITAL PARTNERS II-TE 1 LP

TWO EMBARCADERO CENTER SUITE 480
SAN FRANCISCO,CA94111
80-0909516
INVESTMENTS DE NA
 
                 
(9) CLAIRVUE CAPITAL PARTNERS II-TE 2 LP

TWO EMBARCADERO CENTER SUITE 480
SAN FRANCISCO,CA94111
80-0909556
INVESTMENTS DE NA
 
                 
(10) CYPRESS MARINA HEIGHTS LLC

635 KNIGHT WAY
STANFORD,CA94305
95-4887979
INVESTMENTS CA NA
 
                 
(11) DGD INVESTMENT LP

635 KNIGHT WAY
STANFORD,CA943057297
INVESTMENTS CJ NA
 
                 
(12) ER-S JV LLC

635 KNIGHT WAY
STANFORD,CA943057297
INVESTMENTS DE NA
 
                 
(13) ER-S REIT LLC

635 KNIGHT WAY
STANFORD,CA943057297
INVESTMENTS DE NA
 
                 
(14) ER-S INVESTOR LLC

635 KNIGHT WAY
STANFORD,CA943057297
INVESTMENTS DE NA
 
                 
(15) EZP OPPORTUNITY LP

635 KNIGHT WAY
STANFORD,CA943057297
81-4562962
INVESTMENTS DE NA
 
                 
(16) FORTRESS IW COINVESTMENT (FUND B) LP

1345 AVE OF THE AMERICAS 45TH FL
NEW YORK,NY10105
98-0509639
INVESTMENTS CJ NA
 
                 
(17) FOUR CROSSINGS INSTITUTIONAL PARTNERS V

ONE MARITIME PLAZA SUITE 200
SAN FRANCISCO,CA94111
81-4323705
INVESTMENTS DE NA
 
                 
(18) FOXLANE LP

410 E WATER STREET SUITE 888
CHARLOTTESVILLE,VA22902
81-3314647
INVESTMENTS DE NA
 
                 
(19) HHBG-II INVESTMENT LP

89 NEXUS WAY CAMANA BAY PO BOX 31
GRAND CAYMAN   KY1-9009
CA
INVESTMENTS CJ NA
 
                 
(20) KEB INVESTORS II LP

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

2711 N HASKELL AVE STE 1700
DALLAS,TX75204
27-2858604
INVESTMENTS DE NA
 
                 
(22) OLIFANT FUND LTD

635 KNIGHT WAY
STANFORD,CA94305
INVESTMENTS CJ NA
 
                 
(23) OUTLAWS CASINO LTD

415 BROADWAY
REDWOOD CITY,CA94063
84-1457498
HOLDING COMPANY CO NA
 
                 
(24) PALO ALTO LP

13 CASTLE STREET
ST HELIER JERSEY    
JE
98-1126622
INVESTMENTS JE NA
 
                 
(25) SANDOVAL LP

635 KNIGHT WAY
STANFORD,CA943057297
37-1873346
INVESTMENTS DE NA
 
                 
(26) SANDPIPER FUND LP

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

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

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

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

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

PO BOX 5377
NEW YORK,NY10185
47-3103791
INVESTMENTS DE NA
 
                 
(32) STANFORD EMANUEL RADIATION ONCOLOGY CENT

825 DELBON AV
TURLOCK,CA95382
20-8885091
RADIOLOGY CA SHC
 
RELATED 3,326,266 12,105,684   No 0   No 60.000 %
(33) STANFORD PET-CT LLC

300 PASTEUR DR MC 5555
STANFORD,CA94305
61-1423414
MED. DIAGNOST CA SHC
 
RELATED 10,225,083 10,684,921   No 0 Yes   50.000 %
(34) STANFORD-STARTX FUND LLC

485 BROADWAY MAILCODE 8838
REDWOOD CITY,CA94063
46-4297719
INVESTMENTS DE NA
 
EXCLUDED 220,792 80,314,400   No 0   No 33.330 %
(35) SUMIT HOLDING INTERNATIONAL LLC

1400 PAGE MILL ROAD MC5713
PALO ALTO,CA94304
26-3934706
HOLDING COMPANY DE SHC
 
RELATED -797,797 40,707,225   No 0   No 82.000 %
(36) TESSERA IONIC LP

635 KNIGHT WAY
STANFORD,CA943057297
INVESTMENTS DE NA
 
                 
(37) VEDA INVESTORS FUND LP

ONE FAWCETT PL
GREENWICH,CT06830
81-1810345
INVESTMETNS DE NA
 
                 
(38) VERMILION PEAK MASTER FUND

635 KNIGHT WAY
STANFORD,CA943057297
INVESTMENTS DE NA
 
                 
(39) WINTER ROCK ALTERNATIVE CREDIT MASTER L

PO BOX 10008 WILLOW HOUSE CRICKET
GRAND CAYMAN   KY1-1001
CJ
94-1141686
INVESTMENTS CJ NA
 
                 
(40) WREP III A LP

6710 E CAMELBACK ROAD SUITE 100
SCOTTSDALE,AZ85251
47-4780701
INVESTMENTS DE NA
 
                 
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) BREP VII ALBERTA FDR (OFFSHORE) TE7 LP

635 KNIGHT WAY
STANFORD,CA94305
98-1066351
INVESTMENTS CA NA
 
C CORP          
(2) BREP VII ALBERTA FDR (OFFSHORE) TE7-NQ

635 KNIGHT WAY
STANFORD,CA94305
98-1066355
INVESTMENTS CA NA
 
C CORP          
(3) CANARY SC FUND LTD

89 NEXUS WAY CAYMANA BAY
GRAND CAYMAN   KY1-9009
CJ
98-1268195
INVESTMENTS CJ NA
 
C CORP          
(4) CLAT (16)

 
 
CHARITABLE TR CA NA
 
TRUST          
(5) CLUT (2)

 
 
CHARITABLE TR CA NA
 
TRUST          
(6) CRT (554)

 
 
CHARITABLE TR CA NA
 
TRUST          
(7) EAST SAIL

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

PO BOX 896GT HARBOUR CENTRE
GEORGE TOWN    
CJ
98-0537952
INVESTMENTS CJ NA
 
C CORP          
(9) HHBG SF LIMITED

635 KNIGHT WAY
STANFORD,CA94305
REAL ESTATE CJ NA
 
C CORP          
(10) KAIZEN FUND

2ND FL MIDTOWN PLAZA PO BOX 448
GRAND CAYMAN   KY1-1106
CJ
INVESTMENTS CJ NA
 
C CORP          
(11) LS ALBERTA III LP

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

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

 
 
CHARITABLE TR CA NA
 
TRUST          
(14) PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP

86 West Street
Chagrin Falls,OH44022
98-1235268
INVESTMENTS CJ NA
 
C CORP          
(15) PROFESSIONAL EXCHANGE ASSURANCE COMPANY

201 MERCHANT STREET SUITE 2400
HONOLULU,HI96813
90-0897686
INSURANCE HI NA
 
C CORP          
(16) SBFF LTD

PO BOX 1344
GEORGE TOWN   KY1-1108
CJ
INVESTMENTS CJ NA
 
C CORP          
(17) SEA SMOKE FUND LLC

190 ELGIN AVENUE
GEORGE TOWN   KY 9005
CJ
INVESTMENTS DE NA
 
C CORP          
(18) SEA SMOKE FUND LTD

635 KNIGHT WAY
STANFORD,CA943057297
INVESTMENTS CJ NA
 
C CORP          
(19) STANFORD (BEIJING) CNSLTNG CO LTD (WFOE)

5275TH FLBLDG CACADEMY SOUTH RD
BEIJING    
CH
EDUCATION CH NA
 
C CORP          
(20) STANFORD IN JAPAN GODO KAISHA

DOSHISHA UNIVERSITY MEITOKUKAN-NAI
KYOTOSHI    
JA
EDUCATION JA NA
 
C CORP          
(21) STANFORD INDIA PVT LTD

333 3RD FLOOR DEVIKA TOWER 6 NEH
DELHI    
IN
EDUCATION IN NA
 
C CORP          
(22) STANFORD INTL MEDICAL SERVICES RAK FZE

PO BOX 56500
AE
PATIENT SRVC AE NA
 
C CORP 0 0 100.000 % Yes  
(23) STANFORD MEDICINE INTL (HONG KONG) CO LT

833 CHEUNG SHA WAN ROAD
KOWLOON    
HK
PATIENT SRVC HK NA
 
C CORP 0 0 100.000 % Yes  
(24) STANFORD SGGS EUROPE INC

UGLAND HOUSE S CHURCH ST PO BOX 3
GEORGE TOWN    
CJ
13-1684331
INVESTMENTS CJ NA
 
C CORP          
(25) STANFORD UNIV MED NETWORK RISK AUTHORITY

1400 PAGE MILL RD MSC 5713
PALO ALTO,CA94304
46-1132002
RISK MGMT CON CA NA
 
C CORP          
(26) STRUCTURED SERVICING HOLDINGS (OFFSHORE)

87 MARY STREET
GEORGE TOWN   KY1-9002
CJ
INVESTMENTS CJ NA
 
C CORP          
(27) THE RUBRUM FUND

PO BOX 309 UGLAND HOUSE
GRAND CAYMAN    
CJ
INVESTMENTS CJ NA
 
C CORP          
(28) VERMILION PEAK FUND

635 KNIGHT WAY
STANFORD,CA943057297
98-1333885
INVESTMENTS CJ NA
 
C CORP          
(29) WINTER ROCK ALTERNATIVE CREDIT I LP

PO BOX 10008 WILLOW HOUSE CRICKET
GRAND CAYMAN   KY1-1001
CJ
98-1140761
INVESTMENTS CJ NA
 
C CORP          
(30) WOODBOURNE CANADA PARTNERS II - CAYMAN

190 ELGIN AVENUE
GRAND CAYMAN   KY1-9005
CJ
98-0705321
INVESTMENTS CJ NA
 
C CORP          
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
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
Yes
 
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) SEROC

Q 1,069,533 FMV
(2) SUMIT

R 16,997,886 FMV
(3) LPCH

L 78,047,202 FMV
(4) LPCH

M 1,110,672 FMV
(5) LPCH

N 4,232,717 FMV
(6) LPCH

O 38,174,817 FMV
(7) LPCH

Q 10,316,176 FMV
(8) HOSPITAL COMMITTEE FOR THE L-P AREAS

A 2,056,050 FMV
(9) HOSPITAL COMMITTEE FOR THE L-P AREAS

Q 17,896,156 FMV
(10) HOSPITAL COMMITTEE FOR THE L-P AREAS

L 3,674,417 FMV
(11) HOSPITAL COMMITTEE FOR THE L-P AREAS

R 66,910,192 FMV
(12) HOSPITAL COMMITTEE FOR THE L-P AREAS

S 2,202,000 FMV
(13) SHC ADVANTAGE

B 11,000,000 FMV
(14) SHC ADVANTAGE

L 10,532,255 FMV
(15) SHC ADVANTAGE

Q 10,304,544 FMV
(16) SHC ADVANTAGE

P 9,370,953 FMV
(17) SHC ADVANTAGE

M 172,997 FMV
(18) UHA

B 13,433,144 FMV
(19) UHA

L 9,692,476 FMV
(20) UHA

P 84,418,896 FMV
(21) UHA

Q 35,719,175 FMV
(22) UHA

S 51,530,224 FMV
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 IV, LINE 4 CHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE 5 CHARITABLE LEAD UNITRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE 6 CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE 5 OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
SCHEDULE R, PART IV, LINE 6 POOLED INCOME FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.
Schedule R (Form 990) 2018

Additional Data


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