TY 2020 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) RODNEY HOCHMAN MD...................................................................... BD MEMBER/PSJH PRESIDENT/CEO	2.0 ................. 63.0	X				0	9,299,594	813,801
(2) ROBERT BRAITHWAITE...................................................................... CEO/PRES/BD MBR HHF/PRES HC	50.0 ................. 9.0		X			2,127,362	0	213,954
(3) JENNIFER MITZNER...................................................................... VP EXEC/CEO HOI/CEO HC	0.0 ................. 52.0				X	1,030,889	0	96,994
(4) ANDREW GUARNI...................................................................... SVP & CFO/PRES HMTS/SEC HC	50.0 ................. 6.0		X			838,919	0	58,565
(5) MARCY BROWN...................................................................... SVP & CHO	50.0 ................. 0.0			X		833,278	0	47,926
(6) RICHARD MARTIN...................................................................... SVP & CHIEF NURSING OFFICER	50.0 ................. 0.0			X		791,066	0	76,237
(7) KRIS V IYER MD...................................................................... SVP & CAO & CHAIR HMTS/BD HC	2.0 ................. 52.0			X		745,289	0	55,176
(8) MICHAEL BRANT-ZAWADZKI...................................................................... EXECUTIVE MEDICAL DIRECTOR	50.0 ................. 0.0				X	741,349	0	48,840
(9) FLYNN ANDRIZZI...................................................................... SVP/PRES HHF/BOARD MEMBER HCS	2.0 ................. 52.0			X		702,076	0	66,674
(10) JAN BLUE...................................................................... SVP HUMAN RESOURCES	50.0 ................. 0.0			X		722,173	0	43,232
(11) SANFORD SMITH...................................................................... SVP REAL ESTATE & FACILITIES	50.0 ................. 0.0			X		666,971	0	47,254
(12) MARTIN FEE...................................................................... SENIOR VP/CCO	50.0 ................. 0.0			X		636,363	0	44,368
(13) ALLYSON BROOKS MD...................................................................... EXEC DIR MED WOMENS HEALTH	50.0 ................. 0.0				X	624,685	0	55,849
(14) MARGARET T CONK...................................................................... SVP CHIEF CLINICAL INSTITUTE	50.0 ................. 0.0			X		605,455	0	45,669
(15) CARMELLA A CASSETTA...................................................................... VP CIO IT OPERATIONS	50.0 ................. 0.0				X	491,728	0	25,960
(16) DORI HOLNAGEL...................................................................... VP CLINICAL INSTITUTES	50.0 ................. 0.0				X	445,567	0	30,073
(17) MILES CHANG MD...................................................................... SECRETARY	4.0 ................. 0.0	X	X			0	0	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(18) DENNIS J GILMORE........................................................................ BOARD MEMBER	2.0 .......................0.0	X
(19) JOEL KATZ MD........................................................................ BOARD MEMBER	2.0 .......................0.0	X
(20) KAREN D LINDEN........................................................................ PAST CHAIR/BD MBR HOAG CLINIC	2.0 .......................2.0	X
(21) JEFFREY H MARGOLIS........................................................................ BOARD MEMBER/CHAIR HOAG CLINIC	2.0 .......................5.0	X
(22) PAMELA MASSEY........................................................................ BOARD MEMBER	2.0 .......................0.0	X
(23) KATHLEEN ARMSTRONG........................................................................ BD MBR/CHAIR HHF	2.0 .......................5.0	X
(24) JAMES SHEPHERDSON........................................................................ BOARD MEMBER	2.0 .......................0.0	X
(25) CYNTHIA STOKKE........................................................................ BOARD MEMBER	2.0 .......................0.0	X
(26) GEORGE H WOOD........................................................................ CHAIR/BD MBR HHF	5.0 .......................2.0	X	X
(27) DANIEL YOUNG........................................................................ CHAIR ELECT/BD MBR HOAG CLINIC	4.0 .......................2.0	X	X
(28) CHRIS CALLERO........................................................................ BOARD MEMBER	2.0 .......................0.0	X
(29) ERIC ALCOULOUMRE MD........................................................................ BOARD MEMBER	2.0 .......................0.0	X
(30) PAUL HEESCHEN........................................................................ BOARD MEMBER/BOARD MEMBER HOI	2.0 .......................2.0	X
(31) ROBERT S BRUNSWICK........................................................................ BOARD MEMBER	2.0 .......................0.0	X
(32) VICKI BOOTH........................................................................ BOARD MEMBER/BD MBR HC	2.0 .......................2.0	X

(A) Name and business address	(B) Description of services	(C) Compensation
PACIFIC HOSPITALISTS ASSOCIATES, 17360 BROOKHURST ST FOUNTAIN VALLEY,CA92708	MEDICAL SERVICES	11,765,529
NEWPORT CRITICAL CARE, 17 EMERALD TERRACE ALISO VIEJO,CA92656	MEDICAL SERVICES	6,900,000
EMERALD TEXTILES, 1725 DORNOCH COURT STE 202 SAN DIEGO,CA92154	TEXTILE RENTAL	3,588,393
RENOVO SOLUTIONS, 4 EXECUTIVE CIRCLE STE 185 IRVINE,CA92614	BIOMED SERVICES	3,481,370
BAUTE CROCHETIERE HARTLEY VELKEI, 777 S FIGUEROA STREET STE 3800 LOS ANGELES,CA90018	LEGAL SERVICES	2,899,862
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 149

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

Hoag Memorial Hospital Presbyterian

Employer identification number

95-1643327

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.)

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

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

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

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

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

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

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

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

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

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

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

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

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

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

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

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

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

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

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

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


Total

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

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2020

Page 2

Part II

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

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

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

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2020. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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

Schedule A (Form 990 or 990-EZ) 2020

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)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2020. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2019. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

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

Schedule A (Form 990 or 990-EZ) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

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

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

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

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

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

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

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

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

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2020

Page 5

Part IV

Supporting Organizations (continued)

Yes

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

A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

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

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

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

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

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

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

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2020

Page 6

Part V

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

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 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 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2020

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, 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 2020. 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 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

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) 2020

Additional Data

Software ID:
Software Version:

- TIN:

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

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

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

OMB No. 1545-0047

2020

Name of the organization

Hoag Memorial Hospital Presbyterian

Employer identification number

95-1643327

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

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

Special Rules

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

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

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

Caution: An organization that 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) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization Hoag Memorial Hospital Presbyterian

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization Hoag Memorial Hospital Presbyterian		Employer identification number 95-1643327

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) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization Hoag Memorial Hospital Presbyterian			Employer identification number 95-1643327
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

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

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

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

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

OMB No. 1545-0047

2020

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

Hoag Memorial Hospital Presbyterian

Employer identification number

95-1643327

Part I-A

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

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

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

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

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

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

Yes No

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

Yes No

If "Yes," describe in Part IV.

Part I-C

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

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

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

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

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

Yes No

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

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

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

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2020

Page 2

Part II-A

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

A Check SchCMd Bullet

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

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

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

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

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2017	(b) 2018	(c) 2019	(d) 2020	(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) 2020

Page 3

Part II-B

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

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

(a)

Yes|No

(b)

Amount

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

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

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

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

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

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

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

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

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

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

Yes

36,032

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

36,032

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

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

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

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

Part III-A

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

Yes

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

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

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

Part III-B

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

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

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

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

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

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

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

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

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

Part IV

Supplemental Information

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

Return Reference	Explanation
SCHEDULE C, PART II-B, LINE 1I	LOBBYING ACTIVITIES THE LOBBYING EXPENDITURES REPORTED REPRESENT THE PORTION OF DUES ALLOCATED TO HOAG MEMORIAL HOSPITAL PRESBYTERIAN.

Schedule C (Form 990 or 990EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

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

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Hoag Memorial Hospital Presbyterian

Employer identification number

95-1643327

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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

Yes No

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

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

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

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

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

Yes No

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

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

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

Yes No

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

Part III

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

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

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

(i)

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

(ii)

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

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

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

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

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

Cat. No. 52283D

Schedule D (Form 990) 2020

Page 2

Part III

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

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

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

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

Yes No

Part IV

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

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

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

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

Yes No

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

Part V

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

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

1a	Beginning of year balance ....	143,701,793	130,966,595	136,620,451	126,638,880	124,290,975
b	Contributions ...	5,819,236	6,011,242	894,423	2,373,258	3,078,867
c	Net investment earnings, gains, and losses	21,695,599	13,990,511	1,598,221	7,539,150	9,732,429
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	6,560,720	7,266,555	8,146,500	-69,163	10,463,391
f	Administrative expenses ....
g	End of year balance ......	164,655,908	143,701,793	130,966,595	136,620,451	126,638,880

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

Board designated or quasi-endowment SchDMd Bullet

5.050 %

Permanent endowment SchDMd Bullet

51.980 %

Term endowment SchDMd Bullet

42.970 %

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

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

Yes

(i) Unrelated organizations .......................

3a(i)

(ii) Related organizations .......................

3a(ii)

Yes

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

Yes

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 .....	96,665,629		96,665,629
b	Buildings ....	1,076,711,409	493,612,216	583,099,193
c	Leasehold improvements	150,670,889	87,144,402	63,526,487
d	Equipment ....	424,217,184	317,645,408	106,571,776
e	Other .....	52,526,645		52,526,645
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				902,389,730

Schedule D (Form 990) 2020

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) Equity Commingled Funds	453,958,983	F
(B) Hedge Funds	390,361,097	F
(C) Private Equity	257,162,230	F
(D) Real Assets	154,115,848	F
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	1,255,598,158

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

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

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

(a) Description				(b) Book value
(1)RIGHT OF USE ASSETS - OP LEASE				98,241,744
(2)HOSPITAL FEE RECEIVABLE				40,534,393
(3)OTHER RECEIVABLES				31,502,879
(4)DUE FROM RELATED ENTITIES				30,023,351
(5)LEASE INCENTIVES				9,418,181
(6)DEFERRED INCOME GUARANTEE				8,246,373
(7)DEPOSITS FOR BUILDING PURCHASE				7,127,389
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				225,094,310

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
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	801,726,933
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) 2020

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

SCHEDULE D, PART X, LINE 2

FOOTNOTE FROM THE HOAG MEMORIAL HOSPITAL PRESBYTERIAN CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED 12/31/2020 ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. ASC TOPIC 740 ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST OR PENALTIES WAS ACCRUED AT DECEMBER 31, 2020 AND 2019.

Schedule D (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

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

2020

Open to Public Inspection

Name of the organization
Hoag Memorial Hospital Presbyterian

Employer identification number

95-1643327

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

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? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	Central America and the Caribbean	Investments	625,232,019
	Europe (Including Iceland and Greenland)	Investments	17,736,686
	North America	Investments	2,726,712
	South America	Investments	160,524













3a	Sub-total ....		645,855,941
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)		645,855,941

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020

Schedule F (Form 990) 2020

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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 noncash assistance	(h) Description of noncash 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 .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2020

Schedule F (Form 990) 2020Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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 noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2020

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2020

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
SCHEDULE F, PART I, LINE 3, COLUMN F	ACCOUNTING METHOD THE AMOUNTS REPORTED IN PART I, LINE 3, COLUMN F REPRESENT THE MARKET VALUES OF THE INVESTMENTS IN THE IDENTIFIED REGIONS AS OF THE ORGANIZATION'S FISCAL YEAR ENDED DECEMBER 31, 2020.

Schedule F (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

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

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Hoag Memorial Hospital Presbyterian

Employer identification number

95-1643327

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

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

Yes

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

Yes

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

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

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

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

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

Yes

100% 150% 200% Other %

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

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

Yes

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

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

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

Yes

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

Yes

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

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

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

Yes

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

Yes

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

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	10,282,163	0	10,282,163	0.820 %
b	Medicaid (from Worksheet 3, column a) . . . . .	125,886,683	74,999,463	50,778,697	4.170 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .	8,378	0	8,378
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	136,177,224	74,999,463	61,069,238	4.990 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	3,148,215	0	3,148,215	0.260 %
f	Health professions education (from Worksheet 5) . . .	22,718	0	22,718
g	Subsidized health services (from Worksheet 6) . . . .	192,502	0	192,502	0.020 %
h	Research (from Worksheet 7) .	0	0	0
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	11,838,857	0	11,838,857	0.980 %
j	Total. Other Benefits . .	15,202,292	0	15,202,292	1.260 %
k	Total. Add lines 7d and 7j .	151,379,516	74,999,463	76,271,530	6.250 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2020

Schedule H (Form 990) 2020

Page

Part II

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

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

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

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

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

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

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

Section B. Medicare

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

295,871,715

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

196,718,333

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

99,153,382

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

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

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

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 .........................

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 %	(e) Physicians' profit % or stock ownership %
1HOAG ORTHO INST	SPECIALTY HOSPITAL	51 %	44 %
2MAIN ST SPEC SURGERY	OUTPATIENT SURGERY CENTER	26.11 %	14.66 %
3NWPT BCH RADIOSRGRY	SURGERY CENTER	50 %	50 %
4NWPT BAY SURGERY CTR	SURGERY CENTER	47.37 %	41.17 %
5DIAG AND INTVTNL	SURGERY CENTER	15.61 %	49 %
6CA SPECIALTY SURGERY	SURGERY CENTER	0.18 %	42.8 %
7IRVINE SURGICAL PTRS	SURGERY CENTER	41.61 %	25.263 %
8NEWPORT SURGICAL PTR	SURGERY CENTER	39.53 %	49 %
9COASTAL ENDOSCOPY	SURGERY CTR/MGMT SVCS	39.53 %	49 %
10
11
12
13

Schedule H (Form 990) 2020

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?2Name, 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)						Other (describe)	Facility reporting group
1	HOAG MEMORIAL HOSPITAL PRESBYTERIAN ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92658 WWW.HOAG.ORG C0194920	X	X	X	X		A
2	HOAG ORTHOPEDIC INSTITUTE 16520 SAND CANYON AVENUE Irvine,CA92618 WWW.HOAGORTHOPEDICINSTITUTE.COM 200835010044	X				ORTHOPEDIC HOSPITAL	A

Schedule H (Form 990) 2020

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

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

	A
Name of hospital facility or letter of facility reporting group

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

Yes

Community Health Needs Assessment

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

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

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

Yes

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

A definition of the community served by the hospital facility

Demographics of the community

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

How data was obtained

The significant health needs of the community

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

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

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

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 19

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

Yes

6 a

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

Yes

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

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

Yes

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

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

Other website (list url):

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

Other (describe in Section C)

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

Yes

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

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

Yes

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

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

10b

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

12a

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

12a

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

12b

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

Schedule H (Form 990) 2020

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	A
Name of hospital facility or letter of facility reporting group

Yes

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

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

Yes

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

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.%
and FPG family income limit for eligibility for discounted care of 400.%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

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

Yes

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

Yes

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

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

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

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

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

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

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

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

SEE PART V, SECTION C

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

SEE PART V, SECTION C

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

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

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

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

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

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

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2020

Page 6

Part VFacility Information (continued)

Billing and Collections

	A
Name of hospital facility or letter of facility reporting group

Yes

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?..................................

Yes

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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

Yes

If "No," indicate why:

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

The hospital facility’s policy was not in writing

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

Other (describe in Section C)

Schedule H (Form 990) 2020

Page 7

Part VFacility Information (continued)

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

	A
Name of hospital facility or letter of facility reporting group

Yes

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

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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

If "Yes," explain in Section C.

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

If "Yes," explain in Section C.

Schedule H (Form 990) 2020

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, 20a, 20b, 20c, 20d, 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
SCHEDULE H, PART V, SECTION B, LINE 3E	THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA.
SCHEDULE H, PART V, SECTION B, LINE 5	INPUT FROM COMMUNITY REPRESENTATIVES TARGETED INTERVIEWS AND FOCUS GROUPS WERE USED TO GATHER INFORMATION AND OPINIONS FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN. HOAG UTILIZED A MIXED-METHODS APPROACH TO CONDUCT THE COMMUNITY HEALTH NEEDS ASSESSMENT. THE FOLLOWING DATA SOURCES INFORMED THIS REPORT: - KEY STAKEHOLDER INTERVIEWS (KSIS). SEMI-STRUCTURED INTERVIEWS WERE CONDUCTED WITH 21 INDIVIDUALS. INTERVIEWEES WERE SELECTED IN COLLABORATION WITH HOAG HOSPITAL COMMUNITY BENEFIT STAFF. INTERVIEWS WERE CONDUCTED TO OBTAIN INFORMATION ABOUT THE HEALTH NEEDS OF ORANGE COUNTY RESIDENTS FROM A SYSTEMS-LEVEL PERSPECTIVE. PARTICIPATING INTERVIEWEES REPRESENTED THE FOLLOWING: HEALTH EDUCATORS/SERVICE PROVIDERS, MEDICAL RESEARCH, EXECUTIVE DIRECTORS/CEO'S OF COMMUNITY ORGANIZATIONS, LOCAL FUNDING AGENCIES, HEALTH SERVICES COORDINATORS, COUNTY HEALTH OFFICER, COUNTY PUBLIC HEALTH NURSE, MENTAL HEALTH SPECIALISTS, AND CITY OFFICIALS. INTERVIEWEES PROVIDED INFORMATION ABOUT: (1) HEALTH PRIORITIES; (2) CAUSES AND CONTRIBUTING FACTORS OF POOR HEALTH; (3) ACCESS TO AND AVAILABILITY OF SERVICE PROVISION; (4) THEIR STRENGTHS AS SERVICE PROVIDERS; AND (5) RECOMMENDATIONS AND STRATEGIES FOR IMPROVING THE PROVISION OF HEALTH SERVICES TO ORANGE COUNTY RESIDENTS. - PROVIDER SURVEY. THE PROVIDER SURVEY WAS DEVELOPED AND ADMINISTERED ONLINE BY EVALCORP DURING MARCH AND APRIL 2020 TO INDIVIDUALS AT OVER 170 ORGANIZATIONS/DEPARTMENTS THAT PROVIDE OR FUND HEALTH SERVICES TO COMMUNITY MEMBERS. THE SURVEY WAS DISTRIBUTED TO A WIDE RANGE OF COUNTY, PRIVATE, AND NON-PROFIT AGENCIES WHO SERVE RESIDENTS OF ORANGE COUNTY. DURING THE TWO-MONTH SURVEY ADMINISTRATION TIMEFRAME, A TOTAL OF 140 RESPONSES WERE COLLECTED AND USED FOR ANALYSIS. THE PURPOSE OF THE SURVEY WAS TO OBTAIN PROVIDERS' PERSPECTIVES AND EXPERIENCES REGARDING PRIORITY HEALTH NEEDS, AND THE AVAILABILITY AND PROVISION OF HEALTH SERVICES THROUGHOUT ORANGE COUNTY. - COMMUNITY MEMBER SURVEY. THE COMMUNITY SURVEY WAS DEVELOPED BY EVALCORP AND DISTRIBUTED ONLINE FROM JULY 1 THROUGH AUGUST 10, 2020 TO COMMUNITY MEMBERS VIA 18 COMMUNITY-BASED AGENCIES. THE SURVEY WAS DISTRIBUTED THROUGH A WIDE RANGE OF COUNTY, PRIVATE, AND NON-PROFIT AGENCIES WHO SERVE RESIDENTS OF ORANGE COUNTY. DURING THE FIVE-WEEK SURVEY ADMINISTRATION TIMEFRAME, A TOTAL OF 548 RESPONSES WERE COLLECTED. - FOCUS GROUPS. FOCUS GROUPS WERE CONDUCTED TO ASSESS CURRENT MENTAL AND BEHAVIORAL HEALTH NEEDS, ACCESS TO CARE, AVAILABILITY OF EXISTING RESOURCES, AND NEEDS CAN BE ADDRESSED WITHIN ORANGE COUNTY. ALL FOCUS GROUPS USED A SEMI-STRUCTURED PROTOCOL AND WERE FACILITATED IN ONE OF THE FOLLOWING LANGUAGES: SPANISH, ENGLISH, VIETNAMESE, OR CAMBODIAN (KHMER). FOCUS GROUPS WERE PURPOSIVELY SAMPLED TO REPRESENT A VARIETY OF AGES FROM YOUTH TO OLDER ADULTS, RACE/ETHNICITIES, AND VULNERABLE OR UNDERSERVED POPULATIONS (E.G., LGBTQ+ AND VETERANS). EIGHT FOCUS GROUPS WERE SUCCESSFULLY CONDUCTED WITH A TOTAL OF 54 PARTICIPANTS IN ATTENDANCE ACROSS THE EIGHT SESSIONS. TABLE 2 OF THE 2019 CHNA PROVIDES FURTHER DETAILS ABOUT EACH OF THE FOCUS GROUPS. THE FOLLOWING COMMUNITY PARTNERS/ORGANIZATIONS ASSISTED US THROUGHOUT THE DATA COLLECTION PROCESS: - ACCESS CALIFORNIA SERVICES - ALZHEIMER'S FAMILY CENTER - AMERICAN LEGION - CALOPTIMA - CAMBODIAN FAMILY - COMMUNITY HEALTH INITIATIVES OF ORANGE COUNTY - COUNCIL ON AGING - FIRST 5 ORANGE COUNTY - GIRLS INC. - HUMAN OPTIONS - ILLUMINATION FOUNDATION - JAMBOREE HOUSING - KIDS HEALTHY - MOMS ORANGE COUNTY - NAMI - NEWPORT MESA UNIFIED SCHOOL DISTRICT - HOPE CLINIC - OMID MULTICULTURAL INSTITUTE FOR DEVELOPMENT (OMID) - ORANGE COUNTY ASIAN PACIFIC ISLANDER COMMUNITY ALLIANCE - ORANGE COUNTY HUMAN RELATIONS - ORANGE COUNTY MECCA - ORANGE COUNTY UNITED WAY - ORANGE COUNTY WOMEN'S HEALTH PROJECT - RADIANT HEALTH CENTERS - SECOND HARVEST FOOD BANK - SHARE OURSELVES - UNIVERSITY OF CALIFORNIA, IRVINE
SCHEDULE H, PART V, SECTION B, LINE 6A	HOAG MEMORIAL HOSPITAL PRESBYTERIAN AND HOAG ORTHOPEDIC INSTITUTE CONDUCTED A COMBINED CHNA.
SCHEDULE H, PART V, SECTION B, LINE 7A	FACILITY 1 HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/ FACILITY 2 HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/
SCHEDULE H, PART V, SECTION B, LINE 10A	FACILITY 1 HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/ FACILITY 2 HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/
SCHEDULE H, PART V, SECTION B, LINE 11	The 2019 CHNA identified the following as Hoag's significant needs to be addressed: Mental Health, Access to Care, Economic Security, Prevention of Chronic Disease and Management, Women's Health, and Substance Use. For each health need the hospitals plan to address, the strategies below outline the actions the hospitals intend to take, including programs and resources it plans to commit and planned collaboration with other organizations. Mental Health Strategies 1) Provide mental health care services through Hoag's Mental Health Center primarily focused on the low-income population 2) Provide funding and/or in-kind support to community nonprofit organizations that focus on mental health that goes beyond our scope of care. 3) Provide workforce development opportunities (internships, internal and external professional development) for the mental health profession. 4) Use existing pathways to expand our continuum of care for mental health. Access to Care Strategies 1) Provide financial assistance through free and discounted care for health care services, consistent with the hospital's financial assistance policy. 2) Offer information and enrollment assistance for no cost and low-cost insurance programs. 3) Provide funding and/or in-kind support to community clinics. 4) Provide funding and/or in-kind support to community nonprofit organizations that reduce barriers to accessing care. 5) Provide partners with space and resources at the Melinda Hoag Smith Center for Healthy Living. 6) Provide transportation support for seniors to increase access to health care services. Economic Security Strategies 1) Provide funding and/or in-kind support to community nonprofit organizations that focus on economic security measures. 2) Build community capacity by providing collaborative partners with space and resources at the Melinda Hoag Smith Center for Healthy Living 3) Continue and expand programs that alleviate food insecurity Prevention of Chronic Disease and Management Strategies 1) Provide funding and/or in-kind support to community clinics. 2) Provide funding and/or in-kind support to community nonprofit organizations that focus on disease prevention, including obesity prevention and chronic disease management. 3) Provide partners with space and resources at the Melinda Hoag Smith Center for Healthy Living. 4) Offer chronic disease prevention, management, education, care navigation, screenings and support groups. 5) Continue to provide wellness and prevention programs to vulnerable communities. Women's Health Strategies 1) Provide funding and/or in-kind support to organizations focused on women's health 2) Collaborate with Hoag Women's Health Institute in identifying gaps in care for the low income and vulnerable patient population 3) Offer health education, care navigation, advocacy and resource brokering. Substance Use Strategies 1) Provide funding and/or in-kind support to organizations focused on substance use 2) Collaborate with Hoag's Addiction Treatment Centers to develop opportunities for low-income population. 3) Collaborate with Federally Qualified Health Centers (FQHCs) that address substance use disorders and provide Medication-Assisted Treatment (MAT). To accomplish some of these strategies Hoag will also collaborate with community partners. Sharing resources and enhancing the capacity of partner organizations supports the achievements of our goals. Potential collaborative partners include, but are not limited to: . Advocacy Groups . Community Health Centers and community clinics . Community-based organizations . Faith based organizations . Family Resource Centers . Federally Qualified Health Centers (FQHCs) . Local municipalities . Mental Health Associations . Orange County Health Care Agency . School districts and schools . Local Food Banks . Senior centers and adult day centers
SCHEDULE H, PART V, SECTION B, LINE 13H	HOAG PROVIDES FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE FAMILY INCOME LEVELS OF UP TO 400% THE FEDERAL POVERTY LEVEL (FPL) GUIDELINES. HOAG GIVES CONSIDERATION TO ELIGIBLE PATIENTS WITH INSURANCE IF THEY INCUR HIGH MEDICAL COSTS AS DEFINED BY CALIFORNIA LAW, AND ALSO HAVE FAMILY INCOMES UP TO 400% OF THE FPL. HMHP AND HOI'S POLICY ALSO PROVIDES FOR DISCRETIONARY DETERMINATION OF CHARITY CARE TAKING INTO CONSIDERATION INDIVIDUAL FACTS AND CIRCUMSTANCES.
SCHEDULE H, PART V, SECTION B, LINE 15E	PATIENTS CAN APPLY FOR FINANCIAL ASSISTANCE BY COMPLETING A FINANCIAL ASSISTANCE PROGRAM (FAP) APPLICATION. APPLICATIONS CAN BE FOUND ON THE HOAG.ORG WEBSITE, VIA FINANCIAL COUNSELORS, BY MAIL, AND BY CONTACTING HOAG'S PATIENT FINANCIAL SERVICES CALL CENTER AT (949) 764-8400 FOR HOAG AND (949) 764-8404 FOR HOI.
SCHEDULE H, PART V, SECTION B, LINE 16A	FACILITY 1 HTTPS://WWW.HOAG.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/FINANCIAL-ASSIS TANCE-CHARITY-CARE/ FACILITY 2 HTTPS://WWW.HOAGORTHOPEDICINSTITUTE.COM/FOR-PATIENTS/BILLING-AND-INSURANCE /FINANCIAL-ASSISTANCE/
SCHEDULE H, PART V, SECTION B, LINE 16B	FACILITY 1 HTTPS://WWW.HOAG.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/FINANCIAL-ASSIS TANCE-CHARITY-CARE/ FACILITY 2 HTTPS://WWW.HOAGORTHOPEDICINSTITUTE.COM/FOR-PATIENTS/BILLING-AND-INSURANCE /FINANCIAL-ASSISTANCE/
SCHEDULE H, PART V, SECTION B, LINE 16C	PLAIN LANGUAGE SUMMARY FACILITY 1 HTTPS://WWW.HOAG.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/FINANCIAL-ASSIS TANCE-CHARITY-CARE/ FACILITY 2 HTTPS://WWW.HOAGORTHOPEDICINSTITUTE.COM/FOR-PATIENTS/BILLING-AND-INSURANCE /FINANCIAL-ASSISTANCE/

Schedule H (Form 990) 2020

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?6
Name and address		Type of Facility (describe)
1	Main St Specialty Surgery Center 280 Main Street 100 Orange,CA92660	outpatient surgery center
2	Orthopedic Surgery Center of OC 22 Corporate Plaza Dr Ste 150 Newport Beach,CA92660	outpatient orthopedic surgery center
3	Diagnostic & Interventional Surgical Ctr 13160 Mindanao Way Ste 150 Marina Del Rey,CA90292	outpatient surgery center
4	California Specialty Surgery Center 26371 Crown Valley Parkway Mission Viejo,CA92691	outpatient surgery center
5	Newport Beach Radiosurgery 1605 Avocado Avenue Newport Beach,CA92660	outpatient surgery center
6	Newport Imaging Center 360 San Miguel Newport Beach,CA92660	Imaging center
7
8
9
10

Schedule H (Form 990) 2020

Page 10

Part VI

Supplemental Information

Provide the following information.

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

Form and Line Reference	Explanation
SCHEDULE H, PART I, LINE 3C	IN DETERMINING ELIGIBILITY FOR FREE OR DISCOUNTED CARE, THE ORGANIZATION ALSO CONSIDERED CERTAIN ASSETS OF A PATIENT. IN ADDITION, A PATIENT'S SPECIAL CIRCUMSTANCES, INCLUDING BUT NOT LIMITED TO DISABILITY AND HOMELESSNESS ARE CONSIDERED WHEN DETERMINING ELIGIBILITY.
SCHEDULE H, PART I, LINE 6A	HOAG MEMORIAL HOSPITAL PRESBYTERIAN PREPARES AN ANNUAL REPORT AND IT IS PUBLICLY AVAILABLE AT: HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/
SCHEDULE H, PART I, LINE 7A-I	COST ACCOUNTING SYSTEM WAS USED TO DERIVE THE COST-TO-CHARGE RATIO. OUR TOTAL COSTS (DIRECT AND INDIRECT) AND TOTAL CHARGES WERE $295,871,715 AND $196,718,333, RESPECTIVELY. THIS RESULTED IN A COST-TO-CHARGE RATIO OF APPROXIMATELY 150.4% WHICH WAS USED TO CALCULATE CHARITY CARE AT COST (GROSS PATIENT CHARGES WRITTEN OFF ON THE P&L TIMES COST-TO-CHARGE RATIO). THE COST ACCOUNTING SYSTEM ADDRESSES INPATIENT, OUTPATIENT AND VARIOUS PAYOR TYPES. FOR THE SECTIONS OF LINE 7 AS APPLICABLE, WORKSHEET 2 WAS NOT USED WHILE THE COST TO CHARGE RATIO WAS USED.
SCHEDULE H, PART I, LINE 7, COLUMN F	THE PROPORTIONATE SHARE OF THE ORGANIZATION'S JOINT VENTURE EXPENSES HAVE BEEN INCLUDED IN THE CALCULATION OF THE COMMUNITY BENEFIT EXPENSE PERCENTAGES.
SCHEDULE H, PART I, LINE 7G	NO COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS WERE INCLUDED.
SCHEDULE H, PART III, LINE 2	HMHP ADOPTED THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS UPDATE 2014-09 TOPIC 606 (ASU 606) EFFECTIVE JANUARY 1, 2018. ASU 606 AND THE HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION (HFMA) DIFFERENTIATE BAD DEBT FROM IMPLICIT PRICE CONCESSIONS. ACCORDINGLY, HMHP NO LONGER SEPARATELY PRESENTS A PROVISION FOR BAD DEBTS ON THE STATEMENT OF OPERATIONS OR THE RELATED ALLOWANCE FOR BAD DEBTS ON THE BALANCE SHEET.
SCHEDULE H, PART III, LINE 4	The organization's audited financial statements do not include a footnote discussing bad debt expense, accounts receivable, allowance for doubtful accounts or similar designations. SCHEDULE H, Part III, Line 8 TREATMENT OF MEDICARE SHORTFALL/(SURPLUS) AS COMMUNITY BENEFIT THE ORGANIZATION DOES NOT TREAT THE SURPLUS FROM MEDICARE AS A COMMUNITY BENEFIT. MEDICARE COSTING METHODOLOGY MEDICARE ALLOWABLE COSTS WERE CALCULATED USING A COST TO CHARGE RATIO.
SCHEDULE H, PART III, LINE 9B	PATIENT ACCOUNTS MANAGEMENT IS RESPONSIBLE FOR THE COLLECTION OF PATIENT ACCOUNTS AFTER DISCHARGE. PROCEDURES ARE FOLLOWED IN ACCORDANCE WITH THE FAIR DEBT COLLECTION PRACTICES ACT. ACCOUNTS UNPAID AFTER ONE HUNDRED FIFTY (150) DAYS MAY BE RECOMMENDED FOR ASSIGNMENT TO AN OUTSIDE COLLECTION AGENCY. ALL APPROPRIATE EFFORTS TO COLLECT AND/OR RESOLVE THE BALANCES DUE WITH THE PATIENT, GUARANTOR OR THIRD PARTY PAYOR MUST BE EXHAUSTED PRIOR TO RECOMMENDATION TO COLLECTORS.
SCHEDULE H, PART VI, LINE 2	NEEDS ASSESSMENT HMHP CONDUCTED A NEW 2019 COMMUNITY HEALTH NEEDS ASSESSMENT AND DEVELOPED A RELATED IMPLEMENTATION STRATEGY WHICH WERE ADOPTED NOVEMBER 5-6, 2020. PRIORITIZED NEEDS FROM THIS CHNA WILL BE USED TO PLAN AND EVALUATE PROGRAMMING FOR 3 YEARS, 2020-2022. A DESCRIPTION OF HOW THEY ARE BEING ADDRESSED WILL BE PROVIDED WITH THE SCHEDULE H EACH TAX YEAR. HMHP'S 2019 CHNA AND 2020-2022 IMPLEMENTATION STRATEGIES MAY BE VIEWED ONLINE AT: HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS IN ADDITION TO THE COMMUNITY WIDE NEEDS ASSESSMENT CONDUCTED EVERY THREE YEARS, HOAG CONTINUALLY ASSESSES THE HEALTHCARE NEEDS OF THE COMMUNITY IN VARIOUS WAYS. MANY OF THE COMMUNITY BENEFIT STAFF SERVE ON BOARD OF DIRECTORS AND COMMITTEES OF NONPROFIT ORGANIZATIONS WHICH ALLOWS THEM TO BE ACTIVELY ENGAGED WITH THE COMMUNITY AS WELL AND PROVIDE SUPPORT AND STRATEGIC DIRECTION. CLIENTS THAT ACCESS SERVICES AT THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING ALSO COMPLETE A SCREENING TOOL WHICH ALLOWS US TO ASSESS FUTURE PROGRAMMING NEEDS FOR THE COMMUNITY. THE DIRECTOR OF THE DEPARTMENT SERVES AS THE CHAIR OF THE ORANGE COUNTY MENTAL HEALTH BOARD AND IS ALSO AN ACTIVE MEMBER OF THE BE WELL ORANGE COUNTY PARTNERSHIP WHICH ALLOWS FOR CONTINUOUS ASSESSMENT OF MENTAL HEALTH NEEDS, GAPS AND OPPORTUNITIES FOR THE COUNTY. THE DIRECTOR OF COMMUNITY BENEFIT ALSO COFOUNDED THE COMMUNITY SUICIDE PREVENTION INITIATIVE WITH THE GOAL OF INCREASING AWARENESS AND ACCESSIBILITY TO AVAILABLE RESOURCES, HOSTING COMMUNITY EDUCATIONAL EVENTS, AND REDUCING SUICIDE IN ORANGE COUNTY. COMMUNITY BENEFIT STAFF ALSO HOLD A SEAT WITH THE ORANGE COUNTY HEALTH CARE AGENCY'S HEALTH IMPROVEMENT PARTNERSHIP AND ORANGE COUNTY GRANTMAKERS WHICH BRINGS TOGETHER VARIOUS HEALTH RELATED ORGANIZATIONS AND PHILANTHROPIC FUNDERS TO DISCUSS COMMUNITY NEEDS, PROGRAMMING, AND COLLABORATIVE OPPORTUNITIES. HOAG'S CENTER FOR HEALTHY LIVING ALSO HOSTS A MONTHLY PROFESSIONAL NETWORK RESOURCE EXCHANGE MEETING WHICH BRINGS TOGETHER COMMUNITY LEADERS FROM THE NONPROFIT SECTOR, LOCAL SCHOOL DISTRICTS, AND HEALTH RELATED SERVICES TO DISCUSS RECENT HEALTH TRENDS AND OPPORTUNITIES TO MEET THOSE NEEDS. COMMUNITY BENEFIT STAFF ALSO INTERFACES WITH VARIOUS CITY OFFICIALS IN ORANGE COUNTY WHICH ALLOWS HOAG TO BE ENGAGED AND COLLABORATE ON ISSUES THAT ARISE. OUR ROBUST COMMUNITY BENEFIT GRANTS PROGRAM ALSO PROVIDES US WITH A LENS INTO COMMUNITY NEED AS WE INTERFACE WITH OVER 80 NONPROFIT ORGANIZATIONS WHO APPLY FOR PROGRAM FUNDING. THE APPLICATION PROCESS FOR FUNDING PROVIDES US WITH A LEARNING OPPORTUNITY ABOUT THE ORGANIZATIONS MISSION AS WELL AS GAPS AND NEEDS THEIR COMMUNITY IS FACED WITH.
SCHEDULE H, PART VI, LINE 3	PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE HOAG PROVIDES FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE FAMILY INCOME LEVELS OF UP TO FOUR TIMES THE FEDERAL POVERTY LEVEL (FPL) GUIDELINES. HOAG GIVES CONSIDERATION TO ELIGIBLE PATIENTS WITH INSURANCE IF THEY INCUR HIGH MEDICAL COSTS AS DEFINED BY CALIFORNIA LAW, AND ALSO HAVE FAMILY INCOMES UP TO 400% OF THE FPL. HOAG INFORMS AND EDUCATES PATIENTS ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE IN THE FOLLOWING WAYS: - FINANCIAL ASSISTANCE NOTICES PRINTED IN ENGLISH AND SPANISH ARE ALSO PLACED IN THE PUBLIC ADMISSION AREAS AT HOAG HOSPITALS. - STATEMENTS MAILED TO THE PATIENT INCLUDE A CLEAR AND CONSPICUOUS NOTICE ADVISING THE PATIENT OF HOAG FINANCIAL ASSISTANCE PROGRAM AND THE APPROPRIATE CONTACT INFORMATION. - PATIENT CAN ALSO VISIT PATIENT FINANCIAL SERVICES TO MEET WITH A FINANCIAL COUNSELOR OR BY CONTACTING HOAG'S PATIENT FINANCIAL SERVICES CALL CENTER TO ANSWER ANY QUESTIONS REGARDING FINANCIAL ASSISTANCE OPTIONS. - HMHP DISCUSSES WITH THE PATIENT THE AVAILABILITY OF VARIOUS GOVERNMENT BENEFITS, SUCH AS MEDICAID OR STATE PROGRAMS, AND ASSISTS THE PATIENT WITH QUALIFICATION FOR SUCH PROGRAMS, WHERE APPLICABLE.
SCHEDULE H, PART VI, LINE 4	COMMUNITY INFORMATION HOAG'S COMMUNITY, AS DEFINED FOR THE PURPOSE OF THE COMMUNITY HEALTH NEEDS ASSESSMENT INCLUDES 53 ZIP CODES SPANNING 27 CITIES AND UNINCORPORATED COMMUNITIES IN BOTH ORANGE COUNTY AND LOS ANGELES COUNTY (ONE ZIP CODE IS LOCATED IN LONG BEACH). THIS COMMUNITY DEFINITION WAS DETERMINED BECAUSE A MAJORITY OF HOAG'S PATIENTS ORIGINATE FROM THIS AREA. THE POPULATION OF THE HOSPITAL'S SERVICE AREA IS ESTIMATED AT 1,991,457 PEOPLE. POPULATION ORANGE COUNTY IS THE 47TH LARGEST COUNTY IN CALIFORNIA IN TERMS OF GEOGRAPHIC AREA. IN 2018, THE ORANGE COUNTY POPULATION WAS 3.16 MILLION PEOPLE (3,164,182). BETWEEN 2013 AND 2018, THE TOTAL POPULATION OF ORANGE COUNTY INCREASED BY 112,411, WHICH INDICATES A POPULATION GROWTH RATE OF 3.7% DURING THE FIVE-YEAR PERIOD. IN GENERAL, ORANGE COUNTY'S POPULATION GROWTH RATE IS COMPARABLE TO THE STATE POPULATION GROWTH OF 3.9%. TABLE 4 OF THE 2019 CHNA PROVIDES FURTHER DETAILS. GENDER FROM THE TOTAL ORANGE COUNTY POPULATION, HOAG HOSPITAL SERVES APPROXIMATELY 2M PEOPLE (1,977,308). FEMALES COMPRISED A SLIGHTLY HIGHER PERCENTAGE (51%) OF THE TOTAL POPULATION SERVED BY HOAG HOSPITAL COMPARED TO MALES (50%). THESE NUMBERS ARE SIMILAR ACROSS ORANGE COUNTY AND CALIFORNIA. AGE IN 2018, THE MEDIAN AGE OF ORANGE COUNTY RESIDENTS WAS 38 YEARS. IT IS EXPECTED THAT THE ADULT POPULATION 18 YEARS AND OLDER WILL INCREASE BY 4.4% (107,213) BY 2023 (0.9% GROWTH RATE PER YEAR). THE AGE DISTRIBUTION OF THE HOAG SERVICE AREA IS 22% CHILDREN AND YOUTH, 64% ADULTS, AND 14% SENIORS 65 AND OLDER. TABLE 5 OF THE 2019 CHNA DETAILS THE AGE DISTRIBUTION OF COMMUNITY MEMBERS IN THE HOAG SERVICE AREA COMPARED TO ORANGE COUNTY AND CALIFORNIA. THE SENIOR POPULATION IN THE HOAG SERVICE IS COMPARABLE ACROSS ORANGE COUNTY AND CALIFORNIA IN GENERAL (14% RESPECTIVELY). THE PERCENTAGE OF YOUTH AND YOUNG ADULTS IS SLIGHTLY LOWER COMPARED TO THE COUNTY AND STATE LEVEL. RACE AND ETHNICITY IN 2018, THE THREE MAJOR RACIAL AND ETHNIC GROUPS IN THE HOAG SERVICE AREA WERE: CAUCASIANS (64%), HISPANIC/LATINOS (31%), AND ASIANS (22%). THESE FIGURES ARE LOWER THAN THE PROPORTION OF THE POPULATION IN ORANGE COUNTY PERTAINING TO THESE RACIAL AND ETHNIC GROUPS EXCEPT FOR BLACK OR AFRICAN AMERICANS (2%). TABLE 6 OF THE 2019 CHNA DISPLAYS THE RACE AND ETHNICITY PROPORTIONS OF HOAG, ORANGE COUNTY, AND CALIFORNIA. LANGUAGE THE U.S. CENSUS BUREAU DEFINES THOSE WITH "LIMITED ENGLISH" AS THE POPULATION 5 YEARS AND OLDER WHO SPEAK ENGLISH "LESS THAN VERY WELL." THE PERCENTAGE OF THE POPULATION IN THE HOAG SERVICE AREA WHO FALL WITHIN THIS CATEGORY OF ENGLISH PROFICIENCY IS 18%, WHICH IS SLIGHTLY COMPARABLE TO THAT OF THE COUNTY (18%). FROM THOSE WITH LIMITED ENGLISH SKILLS, THE PREDOMINANT LANGUAGE WITHIN THE HOAG SERVICE AREA IS SPANISH (53%), FOLLOWED BY ASIAN AND PACIFIC ISLANDER LANGUAGES (39%). SEE TABLE 8 OF THE 2019 CHNA. HOUSEHOLD SIZE AND MEDIAN HOUSEHOLD INCOME THERE ARE A TOTAL OF 676,685 OCCUPIED HOUSING UNITS IN THE SERVICE AREA OF WHICH 32% ARE 2 PERSON HOUSEHOLDS, WHICH IS COMPARABLE TO THE COUNTY STATES' OF 31% (TABLE 9). IN GENERAL, THE AVERAGE HOUSEHOLD SIZE IN THE HOAG SERVICE AREA IS 2.84 WHICH IS SLIGHTLY LOWER THAN THE AVERAGE HOUSEHOLD SIZE IN THE COUNTY (3.02) AND THE STATE'S AVERAGE (2.96). ONE OF THE MOST INFLUENTIAL SOCIAL DETERMINANTS OF HEALTH IS INCOME. A HOUSEHOLD'S INCOME WILL DETERMINE A FAMILY'S ABILITY AND RESOURCES TO ACCESS HEALTH CARE OR CONTINUE RECEIVING IT. POVERTY AS OF 2018, 11% OF THE HOAG SERVICE AREA POPULATION WAS LIVING 100% BELOW THE FEDERAL POVERTY LEVEL WHICH WAS COMPARABLE TO THAT OF THE COUNTY IN (11%) AND STATE (12%). IN THE HOAG SERVICE AREA, 29% OF THE POPULATION UNDER 18 YEARS WERE LIVING BELOW 100% THE FEDERAL POVERTY LEVEL. ADDITIONALLY, DATA OUTLINED IN THE 2019 - AN EQUITY PROFILE OF ORANGE COUNTY REPORT FOUND THAT PEOPLE OF COLOR ARE MORE LIKELY TO BE IN POVERTY OR AMONG THE WORKING POOR. POVERTY WAS FOUND TO BE HIGHEST AMONG LATINOS AND NATIVE AMERICANS; WITH LATINOS HAVING THE HIGHEST SHARE OF WORKING POOR. FOR MORE DETAILS ON THIS INFORMATION, PLEASE REFER TO THE 2019 CHNA AT: HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/ OTHER HOSPITALS IN THE AREA INCLUDE, BUT ARE NOT LIMITED TO: - AHMC ANAHEIM REGIONAL MEDICAL CENTER - ANAHEIM - ANAHEIM GENERAL HOSPITAL (ANAHEIM, BUENA PARK) - CHAPMAN MEDICAL CENTER - ORANGE - CHILDREN'S HOSPITAL AT MISSION - MISSION VIEJO - CHILDREN'S HOSPITAL OF ORANGE COUNTY - ORANGE - FOUNTAIN VALLEY RGNL HOSP AND MED CTR - FOUNTAIN VALLEY - GARDEN GROVE HOSPITAL AND MEDICAL CENTER - GARDEN GROVE - HUNTINGTON BEACH HOSPITAL - HUNTINGTON BEACH - KAISER PERMANENTE (IRVINE, ANAHEIM) - KINDRED HOSPITAL (SANTA ANA, WESTMINSTER) - LA PALMA INTERCOMMUNITY HOSPITAL - LA PALMA - MISSION HOSPITAL LAGUNA BEACH - LAGUNA BEACH - MISSION HOSPITAL REGIONAL MEDICAL CENTER - MISSION VIEJO - ORANGE COAST MEMORIAL MEDICAL CENTER - FOUNTAIN VALLEY - SADDLEBACK MEMORIAL MEDICAL CENTER (LAGUNA HILLS/SAN CLEMENTE) - ST. JOSEPH HOSPITAL - ORANGE - ST. JUDE MEDICAL CENTER - FULLERTON - UNIVERSITY OF CALIFORNIA IRVINE MEDICAL CENTER - ORANGE - WESTERN MEDICAL CENTER - SANTA ANA
SCHEDULE H, PART VI, LINE 5	PROMOTION OF COMMUNITY HEALTH HOAG MEMORIAL HOSPITAL PRESBYTERIAN PROVIDES VITAL COMMUNITY HEALTH SERVICES AND ADDRESSES THE NEEDS OF THE UNINSURED AND UNDERINSURED THROUGH ITS FINANCIAL ASSISTANCE PROGRAM PROVIDING FREE AND DISCOUNTED CARE. HOAG MEMORIAL HOSPITAL PRESBYTERIAN IS COMMITTED TO PROMOTING THE HEALTH AND QUALITY OF LIFE IN ITS SURROUNDING COMMUNITY. THIS IS DEMONSTRATED THROUGH THE FOLLOWING MECHANISMS: - COMMUNITY BENEFIT STAFF CONTINUOUSLY ASSESS THE HEALTH NEEDS OF THE COMMUNITY BY SERVING ON BOARD OF DIRECTORS AND COMMITTEES OF NONPROFIT ORGANIZATIONS WHICH ALLOWS THEM TO BE ACTIVELY ENGAGED WITH THE COMMUNITY AND PROVIDE SUPPORT AND STRATEGIC DIRECTION. - HOAG HOSPITAL AND SHARE OUR SELVES CORPORATION (SOS) HAVE NURTURED A UNIQUE PARTNERSHIP SINCE 1984. THIS LONG-STANDING RELATIONSHIP BETWEEN SOS AND HOAG HAS ENSURED PRIMARY CARE SERVICES FOR THE MOST VULNERABLE WITH STRATEGIC GOALS THAT WORK TO IMPROVE THE OVERALL WELL-BEING OF OUR SHARED COMMUNITY. THIS COLLABORATIVE PARTNERSHIP HAS ENABLED AN INCREASED ACCESS TO PRIMARY CARE ALLOWING FOR TIMELY, EFFICIENT, AND QUALITY HEALTH CARE FOR THOSE IN NEED AS WELL AS REDUCED UTILIZATION OF EMERGENCY DEPARTMENT DUE TO ACCESS FOR MEDICAL CARE AT SOS. - HOAG HOSPITAL ALSO MAINTAINS A UNIQUE RELATIONSHIP WITH THE ALZHEIMER'S FAMILY CENTER (AFC) WHICH IS COMMITTED TO THE MISSION OF IMPROVING THE QUALITY OF LIFE FOR FAMILIES CHALLENGED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA THROUGH SERVICES TAILORED TO MEET INDIVIDUAL NEEDS. HOAG HOSPITAL OWNS THE AFC FACILITY AND PROVIDES IT AT NO CHARGE, INCLUDING MAINTENANCE SERVICES AS SPECIFIED IN THE LEASE, TO THE AGENCY. ADDITIONALLY, THE HOSPITAL PROVIDES ANNUAL OPERATING AND TRANSPORTATION GRANTS. - HOAG HOSPITAL EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY THROUGH A CREDENTIALING PROCESS. MEMBERSHIP AND PRIVILEGES ARE GRANTED TO QUALIFIED MD'S, DO'S, AND OTHER ALLIED HEALTH PROFESSIONALS BY THE MEDICAL STAFF AND HOAG HOSPITAL BOARD OF DIRECTORS. - AS A NOT-FOR-PROFIT INSTITUTION, GOVERNANCE IS PROVIDED BY A VOLUNTEER BOARD OF DIRECTORS COMPRISED OF 15 VOTING MEMBERS. A MAJORITY OF THE ORGANIZATION'S GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA AND ARE NEITHER EMPLOYEES NOR CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS. - THE BOARD OF DIRECTORS ALLOCATE A SIGNIFICANT PORTION OF THE NET OPERATING INCOME TO PROMOTING THE HEALTH OF THE COMMUNITY, SPECIFICALLY SERVING THE NEEDS OF THE UNINSURED AND LOW INCOME COMMUNITIES THROUGH CHARITY CARE AND A VARIETY OF FREE OR LOW COST SERVICES AND PROGRAMS PROVIDED BY THE DEPARTMENT OF COMMUNITY HEALTH. - IN AN EFFORT TO INCREASE THE COMMUNITY POOL OF AVAILABLE TRAINED AND EDUCATED HEALTH PROFESSIONALS, HOAG INVESTS ANNUALLY IN HEALTH PROFESSIONAL TRAINING AND DEVELOPMENT. THE HOSPITAL CURRENTLY WORKS WITH A NUMBER OF PROFESSIONAL GROUPS IN THIS ENDEAVOR, INCLUDING NURSES, PHYSICAL THERAPISTS, PHARMACISTS, LABORATORY PROFESSIONALS, SOCIAL WORKERS, AND CLINICAL CARE EXTENDERS. - HOAG PROVIDES UNCOMPENSATED CARE (CHARITY) TO PATIENTS WHO ARE UNABLE TO PAY FOR THE FULL COST OF THEIR CARE. HOAG'S CHARITY CARE AND SELF-PAY DISCOUNT POLICY STATES THAT SELF-PAY AND UNINSURED PATIENTS WHO ARE UNABLE TO PAY FOR THE FULL COST OF THEIR CARE MAY QUALIFY FOR CHARITY OR DISCOUNTS ON A SLIDING SCALE FOR INCOMES UP TO 400% OF THE FEDERAL POVERTY LEVEL. TOTAL QUANTIFIABLE COMMUNITY BENEFIT EXPENDITURES (EXCLUDING MEDICARE COST OF UNREIMBURSED CARE) FOR CY2020 AMOUNTED TO OVER $70 MILLION. THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING (MHSCHL) IS A ROBUST ONE-STOP SHOP OF INTERCONNECTED AND SUPPORTIVE SERVICES THAT PROMOTE HEALTH AND WELL-BEING. THE CENTER HOUSES A WIDE VARIETY OF NON-PROFIT PARTNER AGENCIES AND THE PROGRAMS THAT ADDRESS KEY ISSUES AFFECTING THE HEALTH OF OUR COMMUNITY. A KEY COMPONENT WHICH MAKES THE COLLABORATIVE UNIQUE AND IS ESSENTIALLY THE GLUE BETWEEN THE COMMUNITY AND THE CENTER, IS OUR CENTRALIZED REGISTRATION AND CASE MANAGEMENT TEAM. THIS TEAM ASSURES THAT ALL CLIENT'S COMING INTO THE CENTER FILL OUT A SCREENER WHICH SEEKS TO IDENTIFY; SOCIO-ECONOMIC STRESSORS, POTENTIAL HEALTH RISKS, MENTAL AND EMOTIONAL HEALTH ISSUES, LEGAL ISSUES, ACCESS TO HEALTH CARE, AND OTHER LIFE STRESSORS THAT CAN AFFECT ONE'S QUALITY OF LIFE. OUR CASE-MANAGEMENT TEAM PLAYS A CRITICAL ROLE IN LINKING CLIENTS TO THE APPROPRIATE SERVICES, WHILE ALSO MONITORING CLIENT'S PROGRESSION THROUGH THE REFERRAL PROCESS.
SCHEDULE H, PART VI, LINE 6	AFFILIATED HEALTH CARE SYSTEM ON JULY 1, 2016, PROVIDENCE HEALTH & SERVICES (PHS) AND ST. JOSEPH HEALTH SYSTEM (SJHS) ENTERED INTO A BUSINESS COMBINATION AGREEMENT. BY COMING TOGETHER, PROVIDENCE SEEKS TO BETTER SERVE ITS COMMUNITIES THROUGH GREATER PATIENT AFFORDABILITY, OUTSTANDING CLINICAL CARE, IMPROVEMENTS TO THE PATIENT EXPERIENCE AND INTRODUCTION OF NEW SERVICES WHERE THEY ARE NEEDED MOST. TOGETHER, OUR CAREGIVERS SERVE IN 51 HOSPITALS, 1,085 CLINICS ACROSS ALASKA, CALIFORNIA, MONTANA, NEW MEXICO, OREGON, TEXAS AND WASHINGTON.
SCHEDULE H, PART VI, LINE 7	STATE FILING OF COMMUNITY BENEFIT REPORT CALIFORNIA

Schedule H (Form 990) 2020

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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

2020

Open to Public
Inspection

Name of the organization
Hoag Memorial Hospital Presbyterian

Employer identification number
95-1643327

Part I

General Information on Grants and Assistance

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

Yes No

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

Part II

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

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

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) Academy of International Dance 2025 South Main St Santa Ana,CA92707	26-2657759	501 (c) (3)	20,000	PROGRAM SUPPORT
(2) Access California Services 631 South Brookhurst Street Anaheim,CA92804	33-0826205	501 (c) (3)	150,000	Access to Health Coverage and Mental Health Services
(3) Age Well Senior Services (S County Sr Svc) 24300 El Toro Rd Bldg A Ste 2000 Laguna Woods,CA92637	93-1163563	501 (c) (3)	125,000	Senior Transportation, Operations of programs, Mobile Meals
(4) Alzheimer's Family Services Center 9451 Indianapolis Ave Huntington Beach,CA92646	95-3463978	501 (c) (3)	2,255,508
(5) Alzheimers Orange County 2515 McCabe Way Suite 200 Irvine,CA92614	95-3702013	501 (c) (3)	110,000
(6) American Academy of Pediatrics 5000 Campus Drive Newport Beach,CA92660	95-3731523	501 (c) (3)	100,000
(7) American Red Cross 600 Parkcenter Santa Ana,CA92705	53-0196605	501 (c) (3)	60,000
(8) Big Brothers Big Sisters of Orange County 1801 E Edinger Ave Ste 100 Santa Ana,CA92705	95-1992702	501 (c) (3)	100,000
(9) Boys and Girls Club of Huntington Valley 16582 Brookhurst st Fountain Valley,CA92708	95-6192466	501 (c) (3)	25,689
(10) Bracken's Kitchen 9643 Turtle Dove Ave Fountain Valley,CA26708	46-2633171	501 (c) (3)	70,000
(11) Braille Institute 741 N Vermont Ave Los Angeles,CA90029	95-1641426	501 (c) (3)	50,000
(12) Build Futures 18822 Beach Blvd21 Huntington Beach,CA92648	90-0629740	501 (c) (3)	50,000
(13) Casa Teresa Inc PO Box 429 Orange,CA92856	95-3251986	501 (c) (3)	50,000
(14) Catholic Charities of OC 1820 E 16th Street Santa Ana,CA92701	95-3031389	501 (c) (3)	75,000
(15) Charitable Ventures 4041 Macarthur ste 510 Newport Beach,CA92660	20-8756660	501 (c) (3)	35,000
(16) Child Guidance Center Inc 525 Cabrlito Park Dr Ste 300 Santa Ana,CA92701	95-2546170	501 (c) (3)	50,000
(17) Children's Bureau of Southern California 50 S Anaheim Blvd 241 Anaheim,CA92805	95-1690675	501 (c) (3)	25,641	PROGRAM SUPPORT
(18) Childrens Hospital Orange County (CHOC) 455 S Main St Orange,CA92868	95-2321786	501 (c) (3)	672,705
(19) CHOC Foundation 455 S Main St Orange,CA92868	95-6097416	501 (c) (3)	594,671
(20) City of Costa Mesa PO Box 1200 695 W 19th St Costa Mesa,CA92627	95-6005030	GOVT	125,000
(21) City of Huntington Beach 1718 Orange Ave Huntington Beach,CA92648	95-6000723	GOVT	150,000
(22) City of Newport Beach PO Box 269110- Fire Dept Sacramento,CA92858	95-6000751	GOVT	125,000
(23) Community Action Partnership of OC 11870 Monarch St Garden Grove,CA92841	95-2452787	501 (c) (3)	50,000
(24) Community for Innovations Entrepreneurship (CIELO 16787 Beach Blvd Ste233 Huntington Beach,CA92647	61-1495237	501 (c) (3)	70,000
(25) Community Health Initiative of OC 1505 E 17th St Suite 121 Santa Ana,CA92705	47-2671013	501 (c) (3)	55,000
(26) Community Senior Serve 1200 N Knollwood Circle Anaheim,CA92801	95-2771715	501 (c) (3)	75,000
(27) Council on Aging Orange County 1971 E 4th St Suite 200 Santa Ana,CA92705	95-2874089	501 (c) (3)	217,250
(28) Crime Survivors Inc PO Box 54552 Irvine,CA92619	30-0229425	501 (c) (3)	35,000
(29) Epilepsy Support Network of OC 1500 Adams St Suite 301 Costa Mesa,CA92626	27-0681680	501 (c) (3)	70,000
(30) Families Forward 8 Thomas Irvine,CA92618	33-0086043	501 (c) (3)	100,000
(31) Friendship Shelter PO Box 4252 Laguna Beach,CA92652	33-0219404	501 (c) (3)	25,000
(32) Girls Inc 1815 Anaheim Ave Costa Mesa,CA92627	95-1810150	501 (c) (3)	215,000
(33) Healthy Smiles 2101 E 4th St Suite 220 Santa Ana,CA92705	38-3675065	501 (c) (3)	50,000
(34) Human Options PO Box 53745 Irivne,CA92619	95-3667817	501 (c) (3)	124,789
(35) Illumination Foundation 1091 N Batavia Orange,CA92867	71-1047686	501 (c) (3)	12,263
(36) Innovative Housing Opportunities 501 N Golden Circle Ste 100 Santa Ana,CA92705	95-3068902	501 (c) (3)	50,000
(37) Irvine Adult Day Health Services 20 Lake Road Irvine,CA92604	33-0599371	501 (c) (3)	75,000
(38) Kiwanis Foundation PO Box 4544 Huntington Beach,CA92647	33-0762548	501 (c) (3)	20,000
(39) Laguna Beach Seniors Inc 380 Third St Laguna Beach,CA92651	95-2983350	501 (c) (3)	50,000
(40) Latino Health Access 450 W 4th Street Ste130 Santa Ana,CA92701	33-0562943	501 (c) (3)	213,000
(41) Laurel House 13722 Fairmont Way Tustin,CA92780	33-0098433	501 (c) (3)	40,000	PROGRAM SUPPORT
(42) Mary's Shelter 18221 E 17 Street Santa Ana,CA92705	33-0203768	501 (c) (3)	50,000	PROGRAM SUPPORT
(43) Mercy House PO Box 1905 Santa Ana,CA92701	33-0315864	501 (c) (3)	50,000	PROGRAM SUPPORT
(44) Miracles for Kids 17848 Sky Park Cycle Ste C Irvine,CA92614	91-2160616	501 (c) (3)	50,000	PROGRAM SUPPORT
(45) MOMS 1128 W Santa Ana Blvd Santa Ana,CA92703	33-0518078	501 (c) (3)	200,000
(46) Moonridge FDN Delivering W Dignity Meal 13217 Jamboree Road Ste 158 Tustin,CA92782	61-1747676	501 (c) (3)	10,000
(47) NAMI Orange County 24822 Jeronimo Lane Lake Forest,CA92630	95-3726369	501 (c) (3)	250,000
(48) Newport Mesa Schools Foundation PO Box 1368 Newport Beach,CA92659	95-3545785	501 (c) (3)	20,000
(49) Newport -Mesa Unified School District 2045 Meyer Place Bldg B Costa Mesa,CA92626	95-2417783	GOVT	440,000
(50) ONE OC 1901 E Fouth St Ste 100 Santa Ana,CA92705	95-2021700	501 (c) (3)	110,000
(51) Orange County Bar Foundation Corp 1605 E 17th Street Santa Ana,CA92705	23-7068923	501 (c) (3)	100,000
(52) Orange County Community Housing Corp 501 N Golden Circle Dr 200 Santa Ana,CA92705	95-3221290	501 (c) (3)	25,000
(53) Orange County Human Relations 1801 E Edinger Ave Ste 115 Santa Ana,CA92705	33-0438086	501 (c) (3)	150,000
(54) Orange County Rescue Mission One Hope Drive Tustin,CA92782	95-2479552	501 (c) (3)	20,000
(55) Orange County United Way 18012 Michell Ave South Irvine,CA92614	33-0047994	501 (c) (3)	170,000
(56) Our House Grief Support Center 1439 W Chapman Ave 132 Orange,CA92868	33-0529915	501 (c) (3)	50,000
(57) Pediatric Adolescent Diabetes Research Edu 455 S Main Street Orange,CA92868	33-0099451	501 (c) (3)	50,000
(58) People for Irvine Community Health 1505 E 17 Street Ste108 Santa Ana,CA92705	33-0063532	501 (c) (3)	110,000
(59) Project Hope Alliance 1954 Placentia Ave Ste 202 Costa Mesa,CA92627	75-3099628	501 (c) (3)	69,500
(60) Project Self Sufficiency 307 Placentia ste 203 Newport Beach,CA92663	33-0597719	501 (c) (3)	50,000
(61) Providence Speech & Hearing Center 1301 Providence Ave Orange,CA92868	95-6154473	501 (c) (3)	50,000
(62) Public Law Center 601 W Civic Center Dr Santa Ana,CA92701	95-3709253	501 (c) (3)	60,000
(63) Radiant Health CentersAIDS Service FDN 17982 Skypark Circle Ste J Irvine,CA92614	33-0126481	501 (c) (3)	50,000
(64) Regents of the University of California at Irvine 120 Theory Ste200 Irvine,CA92697	95-2226406	501 (c) (3)	200,000
(65) Save Our Youth 661 Hamilton 180 Costa Mesa,CA92627	33-0585600	501 (c) (3)	100,000
(66) Second Harvest Food Bank 426 S West Almond Ave Orange,CA92866	95-3033494	501 (c) (3)	130,000
(67) Segerstrom Center for the Arts 600 Town Center Drive Costa Mesa,CA92626	23-7287150	501 (c) (3)	50,000
(68) Seneca OC 18302 Irvine Blvd 300 Tustin,CA92780	94-2971761	501 (c) (3)	30,000
(69) Serving Kids Hope 2100 W Alton Ave 2 Santa Ana,CA92704	47-1518476	501 (c) (3)	100,000
(70) Serving People In Need (SPIN) 151 Kalmus Drive ste H2 Costa Mesa,CA92626	33-0329687	501 (c) (3)	100,000	PROGRAM SUPPORT
(71) Share Our Selves Clinic 1550 Superior Ave Costa Mesa,CA92627	95-3222316	501 (c) (3)	726,500
(72) Shoes that Fit 1420 N Claremont Blvd Ste 204A Claremont,CA91711	95-4425565	501 (c) (3)	20,000
(73) Someone Cares Soup Kitchen 720 W 19th St/ PO Box 11267 Costa Mesa,CA92627	33-0279080	501 (c) (3)	150,000
(74) St Jeanne De Lestonnac Clinic 1215 E Chapman Ave Orange,CA92866	95-3499011	501 (c) (3)	122,294
(75) Strength in Support 23461 South Pointe Dr Suite 310 Laguna Hills,CA92653	46-1896501	501 (c) (3)	50,000
(76) Susan G Komen 3191 Airport Loop Dr A Costa Mesa,CA92626	33-0487943	501 (c) (3)	75,000
(77) The Cambodian Family 1626 E 4th Street Santa Ana,CA92701	95-3854831	501 (c) (3)	100,000
(78) The Center Orange CountyGay & Lesbian Comm Svc 1605 N Spurgeon Street Santa Ana,CA92701	95-2934041	501 (c) (3)	100,000
(79) TIYYA Foundation 505 N Tustin Ste280 Santa Ana,CA92705	27-3128801	501 (c) (3)	25,000
(80) Trauma Intervention Program 24301 Airporter Way Laguna Niguel,CA92677	33-0317893	501 (c) (3)	10,000
(81) United Cerebral Palsy of OC 980 Roosevelt Ste100 Irvine,CA92620	95-1856340	501 (c) (3)	100,000
(82) Veterans Legal Institute 2100 N Broadway Ste209 Santa Ana,CA92706	47-1608069	501 (c) (3)	40,000
(83) Waymakers 1221 E Dyer Ste120 Santa Ana,CA92705	95-3167866	501 (c) (3)	50,000
(84) Wiseplace 1411 N Broadway Santa Ana,CA92706	95-1684796	501 (c) (3)	50,000
(85) Young Lives Redeemed 1351 E Chapman Ave Suite C Fullerton,CA92831	47-1849084	501 (c) (3)	50,000
(86) Youth Employment Services 114 East 19th St Costa Mesa,CA92627	95-2704522	501 (c) (3)	100,000

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

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

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

Cat. No. 50055P

Schedule I (Form 990) 2020

Page 2

Part III

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

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

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

Return Reference

Explanation

SCHEDULE I, PART I, LINE 2

DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS IN ORDER TO BE ELIGIBLE FOR A COMMUNITY BENEFIT GRANT, AN APPLICANT ORGANIZATION (OR FISCAL AGENT) MUST BE DESIGNATED BY THE IRS AS A TAX EXEMPT NON-PROFIT AND SUBMIT A COPY OF THEIR EXEMPT STATUS FOR VERIFICATION. THE ORGANIZATION MUST HAVE AN EXECUTIVE DIRECTOR AND AN ESTABLISHED BOARD OF DIRECTORS THAT MEETS REGULARLY. PRIOR TO FUNDING, RESEARCH IS CONDUCTED REGARDING THE REPUTATION AND PERFORMANCE OF THE ORGANIZATION. APPLICANTS MUST APPLY FOR A GRANT EACH YEAR THROUGH THE COMMUNITY BENEFIT GRANTS PROGRAM. REQUESTS MUST INCLUDE: W-9, TAX EXEMPT VERIFICATION, PREVIOUS AND CURRENT YEAR BUDGETS, PROJECT BUDGETS, LIST OF BOARD OF DIRECTORS, PROGRAM GOALS AND OBJECTIVES, AND MEASURABLE OUTCOMES FOR THE SPECIFIED PROGRAM THAT IS BEING FUNDED. AN INTERVIEW WITH THE EXECUTIVE DIRECTOR AND ONE OR MORE BOARD MEMBERS MAY BE CONDUCTED AS WELL AS A SITE VISIT IN ORDER TO FAMILIARIZE OURSELVES WITH THE ORGANIZATION AND THE PROGRAMS OFFERED. DEPARTMENT STAFF MAY ACTIVELY PARTICIPATE WITH THE ORGANIZATION BY PROVIDING IN-KIND SERVICES AND BOARD PARTICIPATION. ONCE A GRANT REQUEST HAS BEEN APPROVED AND FUNDED, WE REQUIRE A 6-MONTH PROGRESS REPORT AND A FINAL 12 MONTH REPORT ON THE IMPLEMENTATION STRATEGY AND MEASURABLE OUTCOMES. THROUGHOUT THE FUNDING PERIOD OF A SPECIFIED PROGRAM, THERE MAY BE OCCASIONAL MEETINGS WITH THE DIRECTOR AND PROGRAM PERSONNEL TO RECEIVE REPORTS ON PROGRESS AND UPDATES OF THE ACTIVITIES CONDUCTED AS WELL AS THE NUMBER OF INDIVIDUALS SERVED. THIS PROCESS ALLOWS US TO MONITOR THAT THE GRANT FUNDS ARE BEING USED FOR THE INTENDED PURPOSES.

Schedule I (Form 990) 2020

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
Graphic Arrow

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow

Attach to Form 990.
Graphic Arrow

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

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Hoag Memorial Hospital Presbyterian

Employer identification number

95-1643327

Part I

Questions Regarding Compensation

Yes

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

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

Travel for companions Payments for business use of personal residence

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

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

If any of the boxes on 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 .....

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 on Line 1a? ....

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Cat. No. 50053T

Schedule J (Form 990) 2020

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1ROBERT BRAITHWAITE CEO/PRES/BD MBR HHF/PRES HC	(i) (ii)	783,220 ------------- 0	1,340,000 ------------- 0	4,142 ------------- 0	194,762 ------------- 0	19,192 ------------- 0	2,341,316 ------------- 0	0 ------------- 0
2SANFORD SMITH SVP REAL ESTATE & FACILITIES	(i) (ii)	401,342 ------------- 0	259,405 ------------- 0	6,224 ------------- 0	35,175 ------------- 0	12,079 ------------- 0	714,225 ------------- 0	0 ------------- 0
3MARTIN FEE SENIOR VP/CCO	(i) (ii)	366,804 ------------- 0	264,608 ------------- 0	4,951 ------------- 0	43,455 ------------- 0	913 ------------- 0	680,731 ------------- 0	0 ------------- 0
4FLYNN ANDRIZZI SVP/PRES HHF/BOARD MEMBER HCS	(i) (ii)	462,850 ------------- 0	219,922 ------------- 0	19,304 ------------- 0	43,897 ------------- 0	22,777 ------------- 0	768,750 ------------- 0	0 ------------- 0
5MICHAEL BRANT-ZAWADZKI EXECUTIVE MEDICAL DIRECTOR	(i) (ii)	453,564 ------------- 0	274,073 ------------- 0	13,712 ------------- 0	35,175 ------------- 0	13,665 ------------- 0	790,189 ------------- 0	0 ------------- 0
6KRIS V IYER MD SVP & CAO & CHAIR HMTS/BD HC	(i) (ii)	419,057 ------------- 0	315,585 ------------- 0	10,647 ------------- 0	33,750 ------------- 0	21,426 ------------- 0	800,465 ------------- 0	0 ------------- 0
7JAN BLUE SVP HUMAN RESOURCES	(i) (ii)	400,626 ------------- 0	311,308 ------------- 0	10,239 ------------- 0	35,175 ------------- 0	8,057 ------------- 0	765,405 ------------- 0	0 ------------- 0
8ALLYSON BROOKS MD EXEC DIR MED WOMENS HEALTH	(i) (ii)	385,572 ------------- 0	233,666 ------------- 0	5,447 ------------- 0	33,750 ------------- 0	22,099 ------------- 0	680,534 ------------- 0	0 ------------- 0
9DORI HOLNAGEL VP CLINICAL INSTITUTES	(i) (ii)	276,091 ------------- 0	164,514 ------------- 0	4,962 ------------- 0	21,375 ------------- 0	8,698 ------------- 0	475,640 ------------- 0	0 ------------- 0
10RODNEY HOCHMAN MD BD MEMBER/PSJH PRESIDENT/CEO	(i) (ii)	0 ------------- 1,773,896	0 ------------- 6,709,440	0 ------------- 816,258	0 ------------- 782,925	0 ------------- 30,876	0 ------------- 10,113,395	0 ------------- 751,800
11CARMELLA A CASSETTA VP CIO IT OPERATIONS	(i) (ii)	296,876 ------------- 0	177,765 ------------- 0	17,087 ------------- 0	14,250 ------------- 0	11,710 ------------- 0	517,688 ------------- 0	0 ------------- 0
12MARGARET T CONK SVP CHIEF CLINICAL INSTITUTE	(i) (ii)	400,348 ------------- 0	202,011 ------------- 0	3,096 ------------- 0	39,500 ------------- 0	6,169 ------------- 0	651,124 ------------- 0	0 ------------- 0
13ANDREW GUARNI SVP & CFO/PRES HMTS/SEC HC	(i) (ii)	473,818 ------------- 0	352,620 ------------- 0	12,481 ------------- 0	49,696 ------------- 0	8,869 ------------- 0	897,484 ------------- 0	0 ------------- 0
14RICHARD MARTIN SVP & CHIEF NURSING OFFICER	(i) (ii)	443,842 ------------- 0	320,185 ------------- 0	27,039 ------------- 0	67,339 ------------- 0	8,898 ------------- 0	867,303 ------------- 0	0 ------------- 0
15MARCY BROWN SVP & CHO	(i) (ii)	483,753 ------------- 0	346,780 ------------- 0	2,745 ------------- 0	36,021 ------------- 0	11,905 ------------- 0	881,204 ------------- 0	0 ------------- 0
16JENNIFER MITZNER VP EXEC/CEO HOI/CEO HC	(i) (ii)	562,932 ------------- 0	463,339 ------------- 0	4,618 ------------- 0	74,100 ------------- 0	22,894 ------------- 0	1,127,883 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2020

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 4B

SUPPLEMENTAL COMPENSATION INFORMATION THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH PLAN DOCUMENTS. CERTAIN EXECUTIVES PARTICIPATE IN A NONQUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN PROVIDED BY A RELATED ENTITY. THE FOLLOWING INDIVIDUALS RECEIVED A PAYOUT DURING THE CURRENT YEAR: RICHARD MARTIN - $23,614 ROBERT BRAITHWAITE - $176,237 ANDREW GUARNI - $15,946 FLYNN ANDRIZZI - $17,722 MARTIN FEE - $9,705 JENNIFER MITZNER - $33,225 MARCY BROWN - $17,496 MARGARET T. CONK - $5,750 ENTITIES WITHIN THE PROVIDENCE SYSTEM SPONSOR NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS FOR CERTAIN EXECUTIVES. THE PLANS PROVIDE FOR EMPLOYER CONTRIBUTIONS BASED ON A PERCENTAGE OF EXECUTIVE BASE SALARY AND, DEPENDING ON THE PLAN, ARE SUBJECT TO EITHER A THREE YEAR, AGE 59 1/2 OR A FIVE YEAR, AGE 65 VESTING SCHEDULE. UNTIL THE EXECUTIVE PROVIDES THESE SUBSTANTIAL FUTURE SERVICES, THESE SUPPLEMENTAL RETIREMENT CONTRIBUTIONS ARE AT RISK, AND WILL BE FORFEITED IF THE EXECUTIVE LEAVES THE ORGANIZATION BEFORE REACHING HER OR HIS VESTING DATE. THE SUPPLEMENTAL RETIREMENT CONTRIBUTIONS ARE INCLUDED IN COLUMN (C) AS A NONTAXABLE BENEFIT IN THE YEAR THE CONTRIBUTION IS CREDITED TO THE EXECUTIVE'S ACCOUNT, AND ARE INCLUDED AGAIN ON THE FORM 990 IN COLUMN (B)(III) IF AND WHEN THE AMOUNT BECOMES VESTED IN A FUTURE YEAR, AS THE FORM 990 REQUIRES. THE FOLLOWING INDIVIDUAL RECEIVED A PAYOUT DURING THE CURRENT YEAR: RODNEY HOCHMAN, MD - $751,800

Schedule J (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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.
MediumBullet

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

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Hoag Memorial Hospital Presbyterian

Employer identification number

95-1643327

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

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?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

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) 2020

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) CHRISTOPHER CHEWENS	SEE PART V	162,531	SEE PART V		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation
BUSINESS RELATIONSHIPS	LINE (1) - JEFFREY MARGOLIS, BOARD MEMBER OF HMHP, IS THE FATHER-IN-LAW OF CHRISTOPHER CHEWENS WHO IS AN EMPLOYEE OF HOAG.

Schedule L (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

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

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

Hoag Memorial Hospital Presbyterian

Employer identification number

95-1643327

Return Reference	Explanation
FORM 990, PART III, LINE 4A	The Hoag Memorial Hospital Presbyterian Community Benefit Program was formalized in 1995 and has grown significantly since that time. We have served over 100 nonprofit community organizations in a variety of health and social service categories. We continue to emphasize the development of sustained collaborative relationships and the provision of unduplicated services to disadvantaged residents in our community as core elements of the program. Hoag's nonprofit regional health care delivery network consists of two acute-care hospitals - Hoag Hospital Newport Beach, which opened in 1952, and Hoag Hospital Irvine, which opened in 2010 - in addition to 14 urgent care centers and nine health centers, and has delivered a level of personalized care that is unsurpassed among Orange County's health care providers. Renowned for its excellence, specialized health care services and exceptional physicians and staff, Hoag is admired as one of California's leading hospitals. It is one of the county's largest employers with approximately 6,800 employees and more than 2,000 volunteers. Hoag's network of more than 1,700 physicians represents 52 different specialties. Hoag is a designated Magnet hospital by the American Nurses Credentialing Center (ANCC) and is fully accredited by DNV. Hoag offers a variety of health care services to treat virtually any routine or complex medical condition. Through its medical staff, state-of-the-art equipment and modern facilities, Hoag provides a full spectrum of health care services including six institutes that provide specialized services in the following areas: cancer, heart and vascular, neurosciences, women's health, digestive health and orthopedics through Hoag's affiliate, Hoag Orthopedic Institute, which consists of an orthopedic hospital and four ambulatory surgical centers. To further Hoag's commitment to provide comprehensive care to the communities we serve, Hoag Medical Group was established in 2012 with the core values of excellence, innovation and compassion. The physician group comprises specialists and subspecialists in internal medicine, family medicine, pediatrics, geriatrics, acupuncture, neuromusculoskeletal, endocrinology, genetics, rheumatology, diabetes, allergy & immunology and HIV medicine. Hoag was once again the highest ranked hospital in Orange County in the 2020-2021 U.S. News & World Report. This marks the fourth year in a row Hoag has achieved this level of recognition. The organization was ranked the #4 hospital in the Los Angeles Metro Area and the #8 hospital in California. Additionally, Hoag was #27 in Neurology & Neurosurgery, #29 in Diabetes & Endocrinology, #33 in Pulmonology & Lung Surgery, #35 in Orthopedics, #37 in Gynecology, #38 in Gastroenterology and GI Surgery, and #40 in Geriatrics. Hoag ranked high performing in Cancer, Nephrology and Urology as well as in all ten common adult procedures including: Abdominal Aortic Aneurysm Repair, Aortic Valve Surgery, Colon Cancer Surgery, Chronic Obstructive Pulmonary Disease (COPD), Heart Bypass Surgery, Heart Failure, Hip Replacement, Knee Replacement, Lung Cancer Surgery, and Transcatheter Aortic Valve Replacement (TAVR).For an unprecedented 23 years, residents of Orange County have chosen Hoag as one of the county's best hospitals in a local newspaper survey. The Department of Community Health provides direct services and collaborates with other not-for-profit community-based organizations to promote the health of our communities. The department coordinates Hoag's Community Benefit activities, driven by the health needs of our surrounding communities, which are regularly reviewed in an ongoing manner. Hoag's Community Benefit Program is guided by five Core Principles: 1. Emphasis on Disproportionate Unmet Health-Related Needs (DUHN) - We concentrate on residents who have a high prevalence of severity for a particular health concern; and on residents with multiple health problems and limited access to timely high-quality health care. 2. Emphasis on Primary Prevention - We focus on program activities that address the underlying causes of persistent health problems as part of a comprehensive strategy to improve health status and quality of life in local communities. 3. Build a Seamless Continuum of Care - We work to develop and sustain operational linkages between clinical services and community health improvement activities to manage chronic illnesses among uninsured and publicly insured populations. 4. Build Community Capacity - We target our charitable resources to mobilize and strengthen existing effective community health services. 5. Emphasis on Collaborative Governance - We emphasize Networking to exchange information; Coordination of synergistic activities; Cooperation in sharing resources; and Collaboration to enhance the combined capacity of our community health partners. The department provides services which are unduplicated in the community. These currently include mental health services, community nurse navigation, community-based program grants, and other health and wellness programs and services. In order to promote effective access to health care and related services, the department works in collaboration with a number of not-for-profit community-based organizations to provide insurance coverage as well as free services to underserved and vulnerable residents, many of whom are undocumented. Charity care is an integral component of the benefit that Hoag provides to the community. The current hospital Charity Care and Self Pay Discount Policy provides assistance on a sliding scale for uninsured and self-pay patients with family incomes up to 400% of the Federal Poverty Level. PROGRAM SERVICE ACCOMPLISHMENTS MENTAL HEALTH CENTER - PROVIDED MENTAL HEALTH SERVICES TO 630 CLIENTS IN THE FORM OF PSYCHOTHERAPY. - RESOURCE BROKERING, AND/OR CASE MANAGEMENT PROVIDED TO 310 INDIVIDUALS. - OFFERED PSYCHOTHERAPEUTIC, PSYCHO EDUCATIONAL GROUPS AND COMMUNITY PRESENTATIONS RESULTING IN 1636 ENCOUNTERS. - A SAMPLING OF THE TRAININGS OFFERED INCLUDED: ASIST FOR SUICIDE ASSESSMENT AND INTERVENTION, ACES INTERFACE, NAMI PROVIDER TRAINING AND LAW AND ETHICS. THE NUMBER OF PROFESSIONALS TRAINED FOR CY20 WAS 345 - PROVIDED A SUPERVISED CLINICAL INTERNSHIP TRAINING PROGRAM FOR 8 MSW (MASTER OF SOCIAL WORK) STUDENTS. EACH INTERN WAS PROVIDED WITH WEEKLY ONE-HOUR LONG SUPERVISION AND ONE AND A HALF HOUR LONG GROUP SUPERVISION - TRAINED 5 YOGA THERAPY INTERNS IN COLLABORATION WITH BE THE CHANGE YOGA AND ALCHEME YOGA THERAPY. COMMUNITY BENEFIT GRANTS PROGRAM - 70 GRANTS FUNDED TOTALING OVER $3M - PRIORITY FOCUS AREAS INCLUDED: ACCESS TO CARE, ECONOMIC SECURITY, MENTAL HEALTH, AND PREVENTION OF CHRONIC DISEASE AND MANAGEMENT, WOMEN's HEALTH, AND SUBSTANCE USE. MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING - 267 individuals were served by Cielo's economic self-sufficiency programming - 81 families received services with Project Self-Sufficiency - 2710 individuals received services through SPIN (Serving People in Need) - 2,583 encounters for Girls Inc's after school homework, resiliency programming, and STEM activities (boys and girls) - 1,383 individuals served through wellness classes such as yoga, Zumba and other fitness classes - 441 individuals participated in a NAMI class/support group - 1765 individuals had a community encounter with a Promotora - 59 individuals were either visited at home or met with a Promotora onsite to discuss mental health services - 40 Promotor mental health education presentation/support groups - 272 Individuals served through COVID crisis response team. - 5663 Crisis response & resource brokering - 10,678 Individuals received food assistance - 149 Rental Assistance Applications - $13,455 Emergency gift cards - 240 individuals have received legal consultation or representation from the Public Law Center, focusing on Family Law - divorce, DV, child custody etc.
FORM 990, PART VI, LINE 2	BUSINESS RELATIONSHIPS OFFICER ROBERT BRAITHWAITE, OFFICER ANDREW GUARNI, AND BOARD MEMBER PAUL HEESCHEN HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, LINE 6	MEMBERS OR STOCKHOLDERS THE MEMBERS OF THE CORPORATION CONSIST OF THE FOLLOWING: I. COVENANT HEALTH NETWORK INC. ("CHN") II. THE GEORGE HOAG FAMILY FOUNDATION ("GHF FOUNDATION") III. THE CONSTITUENT REFORMED PRESBYTERIAN CHURCHES LOCATED IN ORANGE COUNTY, CALIFORNIA WHICH INCLUDE DENOMINATIONS OF THE LOS RANCHOS PRESBYTERY OF THE PRESBYTERIAN CHURCH (USA) AND ECO: A COVENANT ORDER OF EVANGELICAL PRESBYTERIANS, AS REPRESENTED BY THE ASSOCIATION OF PRESBYTERIAN MEMBERS (THE "APM"), AND IV. SUCH INDIVIDUAL MEMBERS AS MAY BE APPOINTED BY THE GHF FOUNDATION OR THE APM UP TO A MAXIMUM OF FORTY-EIGHT (48) INDIVIDUAL MEMBERS TO BE DIVIDED EQUALLY BETWEEN THE GHF FOUNDATION AND THE APM.
FORM 990, PART VI, LINE 7A	POWER TO ELECT OR APPOINT DIRECTORS HOAG HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS RESERVE THE RIGHT TO APPOINT DIRECTORS TO THE HOAG BOARD. ALL APPOINTMENTS THAT COME FROM THE GOVERNANCE COMMITTEE OF THE HOAG BOARD AS NOMINATIONS MUST BE APPROVED BY AFFIRMATIVE VOTE OF AT LEAST A MAJORITY OF THE VOTES ENTITLED TO BE CAST BY THE GHF FOUNDATION, THE APM, AND THE INDIVIDUAL MEMBERS (IF ANY), AT SUCH ANNUAL MEETING OF THE MEMBERS, PROVIDED THAT SUCH MAJORITY INCLUDES THE AFFIRMATIVE VOTE OF THE GHF FOUNDATION AND THE AFFIRMATIVE VOTE OF THE APM, SUBJECT TO FINAL APPROVAL BY REQUISITE VOTE OF THE CHN BOARD OF DIRECTORS. THE REQUISITE VOTE OF THE CHN BOARD OF DIRECTORS MEANS THE AFFIRMATIVE VOTE OF NOT LESS THAN FIVE (5) OF THE SEVEN (7) DIRECTORS OF CHN, INCLUDING THE VOTE OF AT LEAST THREE (3) OF THE FOUR (4) DIRECTORS DESIGNATED BY PROVIDENCE ST. JOSEPH HEALTH, AND THE VOTE OF AT LEAST TWO (2) OF THE THREE (3) DIRECTORS DESIGNATED BY THE GHF FOUNDATION AND THE APM. IF SUCH ANNUAL MEETING IS NOT HELD OR DIRECTORS ARE NOT ELECTED THEREAT, THE DIRECTORS MAY BE ELECTED AT ANY SPECIAL MEETING OF THE MEMBERS CALLED FOR THAT PURPOSE BY THE SAME VOTE AS IS REQUIRED AT ANY ANNUAL MEETING, BUT SUBJECT IN ALL INSTANCES TO FINAL APPROVAL BY THE REQUISITE VOTE OF THE CHN BOARD OF DIRECTORS.
FORM 990, PART VI, LINE 7B	DECISIONS RESERVED TO MEMBERS OR STOCKHOLDER THE ORGANIZATION IS SUBJECT TO THE COVENANT HEALTH NETWORK, INC. GOVERNANCE MATRIX THAT OUTLINES VARIOUS RESERVED RIGHTS IN OUR TIERED GOVERNANCE STRUCTURE. THE GOVERNANCE MATRIX PROVIDES FOR APPROVAL BY THE CHN BOARD AND, IN SOME CASES, FINAL APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM ("SJHS") BOARD. EXAMPLES REQUIRING SJHS BOARD APPROVAL INCLUDE CHANGES TO THE STATEMENT OF COMMON VALUES, FINANCING, THE ANNUAL CONSOLIDATED BUDGET, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLANS, APPOINTMENT OR REMOVAL OF AUDITORS, CREATION OR INVESTMENT IN A LEGALLY RECOGNIZED ENTITY, AND JOINT VENTURES. A SUPERMAJORITY VOTE OF THE CHN BOARD IS REQUIRED TO APPROVE ANY MERGER OR SALE OF ALL OR SUBSTANTIALLY ALL ASSETS, APPROVAL AND REMOVAL OF THE HOAG BOARD OF DIRECTORS, OR AMENDMENT OF BYLAWS AND ARTICLES. THE POWERS AND RESPONSIBILITIES OF THE MEMBERS OF THE CORPORATION INCLUDE, BUT ARE NOT LIMITED TO: (A) TO ASSURE THE BOARD OF DIRECTORS CARRIES OUT THE CORPORATION'S MISSION; (B) TO CONSIDER THE QUALIFICATIONS OF DIRECTORS TO BE ELECTED TO THE BOARD OF DIRECTORS; (C) TO APPROVE ANY AMENDMENT, MODIFICATION OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; (D) TO APPROVE THE ELECTION, APPOINTMENT OR REMOVAL OF ANY DIRECTOR OF THE CORPORATION; AND (E) TO APPROVE ANY SALE, TRANSFER CONVEYANCE OR OTHER DISPOSITION OF ALL, SUBSTANTIALLY ALL OR A MATERIAL PORTION OF THE ASSETS OF THE CORPORATION, OR ANY MERGER, CONSOLIDATION, AFFILIATION OR DISSOLUTION OF THE CORPORATION. IN ADDITION, THE FOLLOWING ACTIONS ARE RESERVED TO THE GHF FOUNDATION AND THE APM: (A) ANY CHANGE IN THE NAME OF OR UTILIZED BY THE CORPORATION (OTHER THAN ANY CHANGE THAT WOULD REQUIRE AN AMENDMENT TO THE ARTICLES OR BYLAWS); AND (B) ANY CHANGES TO THE CORPORATION'S MISSION STATEMENT.
FORM 990, PART VI, LINE 11B	PROCESS USED TO REVIEW THE FORM 990 THE ORGANIZATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD THE REVIEW OF FORM 990 PRIOR TO ISSUANCE. THE FORM 990 WAS PREPARED BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION INCLUDING THE ACCOUNTING TEAM, HUMAN RESOURCES, CORPORATE COMPLIANCE AND GOVERNANCE. THE ORGANIZATION ENGAGED AN OUTSIDE ACCOUNTING FIRM TO PREPARE THE RETURN. THE RETURN HAS BEEN REVIEWED BY MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION. MANAGEMENT PRESENTED THE RETURNS TO THE AUDIT AND COMPLIANCE COMMITTEE, AND DISCUSSED KEY DISCLOSURES AND INFORMATION INCLUDED IN THE FORM 990. IN ADDITION, AN ELECTRONIC VERSION OF THE FORM 990 IS POSTED TO A SECURE WEBSITE AVAILABLE TO ALL OF THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, LINE 12C	MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE ORGANIZATION HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, NON-DIRECTOR MEMBERS OF BOARD COMMITTEES, AND SENIOR EXECUTIVES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. RESPONSES TO THE QUESTIONNAIRE ARE SUBMITTED FOR REVIEW AND RECOMMENDATION TO THE CHIEF COMPLIANCE OFFICER PRIOR TO REVIEW AND CONSIDERATION BY THE AUDIT & COMPLIANCE OR THE GOVERNANCE COMMITTEES OF THE BOARD. THE RESPONSES TO THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE ARE ALSO PRESENTED TO THE BOARD OF DIRECTORS. IF, SUBSEQUENT TO COMPLETION OF THE ANNUAL QUESTIONNAIRE, ANY COVERED PERSON BECOMES AWARE OF AN INTEREST THAT COULD GIVE RISE TO A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT INVOLVING THE ORGANIZATION OR AN AFFILIATE, THE COVERED PERSON SHALL PROMPTLY MAKE DISCLOSURE OF THE INTEREST TO THE BOARD OR THE GOVERNANCE COMMITTEE. THE AUDIT AND COMPLIANCE COMMITTEE OR THE GOVERNANCE COMMITTEE SHALL THEN DETERMINE IF A DISCLOSED INTEREST MAY RESULT IN A CONFLICT OF INTEREST BY MEETING, DISCUSSING AND VOTING ON THE MATTER. THE PERSON HOLDING THE INTEREST BEING CONSIDERED SHALL NOT BE PRESENT DURING ANY MEETING IN WHICH THE AUDIT AND COMPLIANCE OR GOVERNANCE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS AS MAY BE NECESSARY. THE AUDIT AND COMPLIANCE COMMITTEE OR GOVERNANCE COMMITTEE MAY REQUEST ADDITIONAL INFORMATION CONCERNING THE RELEVANT INTEREST FROM ALL REASONABLE SOURCES BEFORE REACHING A DETERMINATION. WHEN A CONFLICT OF INTEREST IS DETERMINED TO EXIST, ADDITIONAL PROCEDURES ARE FOLLOWED INCLUDING FURTHER REVIEW BY THE GOVERNANCE COMMITTEE AND THE BOARD OF DIRECTORS. ANY DIRECTOR WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT SHALL REFRAIN FROM VOTING ON ANY MATTER RELATING TO THE CONTRACT, TRANSACTIONS OR ARRANGEMENT, OR BE EXCUSED FROM ANY MEETING WHERE THE PROPOSED CONTRACT IS DISCUSSED.
FORM 990, PART VI, LINE 15A	PROCESS FOR DETERMINING COMPENSATION OF CEO: THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF HOAG'S BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE IN EXCESS OF 39 YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2020. IN ADDITION, THE INDEPENDENT CONSULTING FIRM PROVIDES THE BOARD WITH AN OPINION LETTER EACH YEAR CERTIFYING THAT THE COMPENSATION PROGRAM AND ALL PAY ELEMENTS (TOTAL REMUNERATION) APPROVED BY THE BOARD ARE DEEMED REASONABLE IN COMPLIANCE WITH IRC SECTION 4958.
FORM 990, PART VI, LINE 15B	PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION OF THE COO, CFO AND ALL SENIOR VICE PRESIDENTS (KEY EMPLOYEES) IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF HOAG'S BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE IN EXCESS OF 39 YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2020. IN ADDITION, THE INDEPENDENT CONSULTING FIRM PROVIDES THE BOARD WITH AN OPINION LETTER EACH YEAR CERTIFYING THAT THE COMPENSATION PROGRAM AND ALL PAY ELEMENTS (TOTAL REMUNERATION) APPROVED BY THE BOARD ARE DEEMED REASONABLE IN COMPLIANCE WITH IRC SECTION 4958.
FORM 990, PART XI, LINE 9	CHANGES IN NET ASSETS OR FUND BALANCE EQUITY TRANSFERS (183,003,403) UBI LOSS FROM PARTNERSHIP/LLC'S 4,640,737 FOUNDATION DONATED CAPITAL TIMING DIFFERENCES (1,011,465) EXCLUDED SERVICES PER HERITAGE AFFILIATION 77,397 JV DISTRIBUTIONS RECEIVED 28,747,583 INVESTMENT IN JV (275,000) OTHER 6 ============= TOTAL (150,824,145)
FORM 990 PART IX LINE 11G	DESCRIPTION:PHYSICIAN FEES TOTAL FEES:36484605
FORM 990 PART IX LINE 11G	DESCRIPTION:HMO PURCHASED SERVICES TOTAL FEES:22704850
FORM 990 PART IX LINE 11G	DESCRIPTION:EXTERNAL PROGRAM SUPPORT TOTAL FEES:43828123
FORM 990 PART IX LINE 11G	DESCRIPTION:PSJH MANAGEMENT FEE TOTAL FEES:8272717
FORM 990 PART IX LINE 11G	DESCRIPTION:PURCHASED SERVICES TOTAL FEES:25012454

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

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

Attach to Form 990.
MediumBullet

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

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

Hoag Memorial Hospital Presbyterian

Employer identification number

95-1643327

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) NEWPORT HEALTHCARE CENTER LLC One Hoag Drive Box 6100 Newport Beach,CA92663 33-1127904	Medical Bldg	CA	7,978,961	194,951,097	HMHP
(2) HOAG OUTPATIENT THERAPIES LLC One Hoag Drive Box 6100 Newport Beach,CA92663 47-1467227	OUTPAT THERAP	CA	-344,503	1,288,509	HMHP
(3) HOAG NEUROBEHAVIORAL HEALTH LLC One Hoag Drive Box 6100 Newport Beach,CA92663 47-3282694	Medical Svcs	CA	459,749	7,211,311	HMHP
(4) PERSONALCARE PHYSICIANS LLC One Hoag Drive Box 6100 Newport Beach,CA92663 26-4105404	Medical Svcs	CA		554,421	HMHP
(5) HOAG AT HOME LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 85-3629470	MANAGEMENT	CA	-71,518	0	HMHP
(6) HOAG HOME HEALTH LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 86-1411277	MEDICAL SVCS	CA	0	0	HMHP
(7) OMO LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663	MANAGEMENT	TX	-157,419	0	HMHP

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)COVENANT ACO 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 61-1573313	HEALTHCARE	TX	501(C)(3)	12, I	CHS	Yes
(2)COVENANT HEALTH NETWORK INC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 46-1259908	HEALTHCARE	CA	501(C)(3)	12, III	SJHS	Yes
(3)COVENANT HEALTH PARTNERS 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 46-3516417	HEALTHCARE	TX	501(C)(3)	12, I	CHS	Yes
(4)COVENANT HEALTH SYSTEM 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 75-2765566	HEALTHCARE	TX	501(C)(3)	3	SJHS	Yes
(5)COVENANT HEALTH SYSTEM FOUNDATION 3623 22ND PLACE LUBBOCK,TX79410 75-2897026	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes
(6)COVENANT MEDICAL CENTER 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 82-2913146	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(7)COVENANT MEDICAL GROUP 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 75-2743883	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(8)EVERETT TRANSITIONAL CARE SERVICES PO BOX 5128 EVERETT,WA98206 94-3264605	TRANS. CARE	WA	501(C)(3)	10	NA		No
(9)GAMELIN WASHINGTON ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 20-1910170	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(10)GLOBAL TO LOCAL HEALTH INITIATIVE 2800 SOUTH 192ND ST 104 SEATAC,WA98188 27-3133200	HEALTHCARE	WA	501(C)(3)	7	SHS	Yes
(11)HMTS INC 1 HOAG DRIVE PO BOX 6100 NEWPORT BEACH,CA92658 45-3583707	HEALTHCARE	CA	501(C)(3)	12, I	HMHP	Yes
(12)HOAG CHARITY SPORTS 2081 BUSINESS CTR DR STE 195 IRVINE,CA92612 45-2982422	SUPPORT	CA	501(C)(3)	7	HHF	Yes
(13)HOAG CLINIC 1 HOAG DRIVE PO BOX 6100 NEWPORT BEACH,CA92658 33-0676831	HEALTHCARE	CA	501(C)(3)	10	HMHP	Yes
(14)HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVE NEWPORT BEACH,CA92663 95-3222343	FUNDRAISING	CA	501(C)(3)	7	HMHP	Yes
(15)HOSPICE OF LUBBOCK 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 75-2133781	HEALTHCARE	TX	501(C)(3)	10	CHS	Yes
(16)INLAND NORTHWEST HEALTH SERVICES 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1307555	HEALTHCARE	WA	501(C)(3)	3	PHS WA	Yes
(17)INSTITUTE FOR MENTAL HEALTH & WELLNESS 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-4260130	HEALTHCARE	WA	501(C)(3)	7	PHSSJHS	Yes
(18)INSTITUTE FOR SYSTEMS BIOLOGY 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-2003593	HEALTHCARE	WA	501(C)(3)	7	WHC	Yes
(19)SAINT JOHN'S CANCER INSTITUTE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-4291515	HEALTHCARE	CA	501(C)(3)	4	PSJHC	Yes
(20)KADLEC AUXILIARY INC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-6033089	SUPPORT	WA	501(C)(3)	12, III	KRMC	Yes
(21)KADLEC FOUNDATION 888 SWIFT BLVD RICHLAND,WA99352 23-7005501	SUPPORT	WA	501(C)(3)	7	KRMC	Yes
(22)KADLEC REGIONAL MEDICAL CENTER 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-0655392	HEALTHCARE	WA	501(C)(3)	3	WHC	Yes
(23)LITTLE COMPANY OF MARY ANCILLARY SVCS CO 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 33-0844408	IMAGING SVCS	CA	501(C)(3)	10	PHS SOCAL	Yes
(24)LUBBOCK HERITAGE HOSPITAL LLC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 26-4021016	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(25)LUNDBERG ASSOCIATIONPROVIDENCE HOUSE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1562797	SUPPORT	OR	501(C)(3)	7	PHS OR	Yes
(26)MARSHA RIVKIN CTR FOR OVARIAN CANCER 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-2054035	RESEARCH	WA	501(C)(3)	7	SHS	Yes
(27)METHODIST CHILDREN'S HOSPITAL 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 75-2428911	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(28)METHODIST HOSPITAL LEVELLAND 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 75-2246348	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(29)METHODIST HOSPITAL PLAINVIEW 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 75-2426010	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(30)MISSION HOSPITAL REGIONAL MEDICAL CTR 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-1643360	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes
(31)NORTHWEST HOPE & HEALING FOUNDATION PO BOX 16069 SEATTLE,WA98116 20-0799737	SUPPORT	WA	501(C)(3)	12,I	SHS	Yes
(32)PACMED CLINICS 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 56-2290878	HEALTHCARE	WA	501(C)(3)	10	WHC	Yes
(33)PH&S FOUNDATIONSFVSA & SCVSA 501 SOUTH BUENA VISTA STREET BURBANK,CA915054809 95-3544877	HEALTHCARE	CA	501(C)(3)	7	PHS SOCAL	Yes
(34)PROVIDENCE ALASKA FOUNDATION 3760 PIPER STREET SUITE 2021 ANCHORAGE,AK99508 92-0093565	HEALTHCARE	AK	501(C)(3)	7	PHS WA	Yes
(35)PROVIDENCE BENEDICTINE NURSING CTR FNDN 540 SOUTH MAIN ST MT ANGEL,OR97362 91-1940286	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(36)PROVIDENCE BLANCHET ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1789266	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(37)PROVIDENCE CHILDREN'S HEALTH FOUNDATION 4805 NE GLISAN ST STE 2N35 PORTLAND,OR97213 93-0800140	SUPPORT	OR	501(C)(3)	7	PHS OR	Yes
(38)PROVIDENCE COMMUNITY HEALTH FOUNDATION 940 ROYAL AVE SUITE 410 MEDFORD,OR97504 93-0692907	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(39)PROVIDENCE DETHMAN HOUSE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 47-3385506	SUPPORT	WA	501(C)(3)	7	NA		No
(40)PROVIDENCE GAMELIN HOUSE ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 31-1744654	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(41)PROVIDENCE HEALTH & SERVICES 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1549796	HEALTHCARE	WA	501(C)(3)	12, II	PSJH		No
(42)PROVIDENCE HEALTH & SERVICES - MONTANA 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-0231793	HEALTHCARE	MT	501(C)(3)	3	PHS WA	Yes
(43)PROVIDENCE HEALTH & SERVICES - OREGON 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 51-0216587	HEALTHCARE	OR	501(C)(3)	3	PHS	Yes
(44)PROVIDENCE HEALTH & SERVICES - WA 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 51-0216586	HEALTHCARE	WA	501(C)(3)	3	PHS	Yes
(45)PROVIDENCE HEALTH & SERVICES - WEST WA 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1303277	HEALTHCARE	WA	501(C)(3)	3	PMWHC	Yes
(46)PROVIDENCE HEALTH ASSURANCE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 55-0828701	MEDICAID	OR	501(C)(4)	N/A	PHP	Yes
(47)PROVIDENCE HEALTH CARE FNDN - E WA 101 W 8TH AVE SPOKANE,WA99204 32-0014330	HEALTHCARE	WA	501(C)(3)	7	PHS WA	Yes
(48)PROVIDENCE HEALTH CARE FNDN (CENTRALIA) 413 LILLY ROAD NE OLYMPIA,WA985065166 91-1433382	HEALTHCARE	WA	501(C)(3)	7	PHS W WA	Yes
(49)PROVIDENCE HEALTH PLAN 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 93-0863097	HEALTHCARE	OR	501(C)(4)	N/A	PPP	Yes
(50)PROVIDENCE HEALTH SYSTEM - SO CAL 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 51-0216589	HEALTHCARE	CA	501(C)(3)	3	PHS	Yes
(51)PROVIDENCE HOOD RIVER MEM HOSP FNDN 810 12TH STREET PO BOX 149 HOOD RIVER,OR97031 93-0921990	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(52)PROVIDENCE HOSPICE AND HOME CARE FNDN 2731 WETMORE AVE STE 500 EVERETT,WA98201 27-2552749	HEALTHCARE	WA	501(C)(3)	7	PHS W WA	Yes
(53)PROVIDENCE HOSPICE OF SEATTLE FOUNDATION 2811 SOUTH 102ND NO 220 TUKWILA,WA98168 91-2077378	HEALTHCARE	WA	501(C)(3)	7	PHS W WA	Yes
(54)PROVIDENCE LITTLE COMPANY OF MARY FNDN 4101 TORRANCE BLVD TORRANCE,CA90503 51-0224944	HEALTHCARE	CA	501(C)(3)	7	PHS SOCAL	Yes
(55)PROVIDENCE MARIANWOOD FOUNDATION 3725 PROVIDENCE POINT DRIVE SE ISSAQUAH,WA980297219 93-1554288	HEALTHCARE	WA	501(C)(3)	7	PHS W WA	Yes
(56)PROVIDENCE MEDICAL INSTITUTE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 33-0283773	HEALTHCARE	CA	501(C)(3)	12, I	PHS SOCAL	Yes
(57)PROVIDENCE MILWAUKIE FOUNDATION 10150 SE 32ND AVE MILWAUKIE,OR97222 94-3079515	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(58)PROVIDENCE MINISTRIES 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057	RELIGIOUS ORG	WA	501(C)(3)	1	NA		No
(59)PROVIDENCE MOUNT ST VINCENT FOUNDATION 4831 35TH AVE SW SEATTLE,WA981262799 91-1188119	HEALTHCARE	WA	501(C)(3)	7	PHS WA	Yes
(60)PROVIDENCE NEWBERG HEALTH FOUNDATION 1001 PROVIDENCE DRIVE NEWBERG,OR97132 93-0889144	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(61)PROVIDENCE PETER CLAVER ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 31-1629656	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(62)PROVIDENCE PLAN PARTNERS 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1861964	HEALTHCARE	WA	501(C)(4)	N/A	PHS OR	Yes
(63)PROVIDENCE PORTLAND MEDICAL FOUNDATION 4805 NE GLISAN ST PORTLAND,OR972132967 93-1231494	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(64)PROVIDENCE ROSSI ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 31-1584166	SUPPORT	WA	501(C)(3)	10	PHS WA	Yes
(65)PROVIDENCE SAINT JOHN'S HEALTH CENTER 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-1684082	HEALTHCARE	CA	501(C)(3)	3	PHS SOCAL	Yes
(66)PROVIDENCE SAINT JOHN'S MEDICAL FNDN 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-4542216	HEALTHCARE	CA	501(C)(3)	3	PHS SOCAL	Yes
(67)PROVIDENCE SEASIDE HOSPITAL FOUNDATION 725 S WAHANNA ROAD SEASIDE,OR97138 93-0927320	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(68)PROVIDENCE ST ELIZABETH HOUSE ASSOC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-2171539	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(69)PROVIDENCE ST FRANCIS ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 94-3244854	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(70)PROVIDENCE ST JOSEPH HEALTH 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-1244422	HEALTHCARE	WA	501(C)(3)	12, III	NA		No
(71)PROVIDENCE ST JOSEPH HEALTH FOUNDATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA980579016 94-3078543	HEALTHCARE	WA	501(C)(3)	7	PHS WA	Yes
(72)PROVIDENCE ST JOSEPH MEDICAL CENTER 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-0463482	HEALTHCARE	MT	501(C)(3)	3	PHS WA	Yes
(73)PROVIDENCE SOUTHWEST WASHINGTON FNDN 413 LILLY ROAD NE OLYMPIA,WA985065166 91-1097056	SUPPORT	WA	501(C)(3)	7	PHS W WA	Yes
(74)PROVIDENCE ST VINCENT MEDICAL FNDN 9205 SW BARNES ROAD STE MT2111 PORTLAND,OR97225 93-0575982	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(75)PROVIDENCE TRINITYCARE HOSPICE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-3264139	HEALTHCARE	CA	501(C)(3)	10	PHS SOCAL	Yes
(76)PROVIDENCE TRINITYCARE HOSPICE FNDN 5315 TORRANCE BLVD NO B-1 TORRANCE,CA90503 33-0261016	HEALTHCARE	CA	501(C)(3)	7	PTCH	Yes
(77)PROVIDENCE WILLAMETTE FALLS MEDICAL FNDN 1500 DIVISION STREET OREGON CITY,OR97045 93-1003750	HEALTHCARE	OR	501(C)(3)	12, I	PHS OR	Yes
(78)REDWOOD MEMORIAL FOUNDATION 2700 DOBEER STREET EUREKA,CA95501 94-2779313	HEALTHCARE	CA	501(C)(3)	7	RMH	Yes
(79)SAINT JOHN'S HOSPITALHEALTH CENTER FNDN 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-6100079	SUPPORT	CA	501(C)(3)	7	PSJHC	Yes
(80)SEATTLE SCIENCE FOUNDATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 61-1502822	PHYSN COLLAB	WA	501(C)(3)	7	WHC	Yes
(81)SISTERS OF PROVIDENCE OF MONTANA CORP 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 26-2612415	SHELL CORP	MT	501(C)(3)	1	PHS WA		No
(82)SISTERS OF ST JOSEPH OF ORANGE 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 95-1643383	RELIGIOUS ORG	CA	501(C)(3)	1	NA		No
(83)SRM ALLIANCE HOSPITAL SERVICES (PVH) 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 68-0395200	HEALTHCARE	CA	501(C)(3)	3	SRMH	Yes
(84)ST JOSEPH HEALTH MINISTRY 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 27-1666576	RELIGIOUS ORG	CA	501(C)(3)	1	SSJO		No
(85)ST JOSEPH HEALTH N CALIFORNIA LLC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-4791043	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(86)ST JOSEPH HEALTH SYSTEM 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-3589356	HEALTHCARE	CA	501(C)(3)	12, I	PSJH		No
(87)ST JOSEPH HEALTH SYSTEM FOUNDATION 3345 MICHELSON DRIVE SUITE 100 IRVINE,CA92612 33-0143024	HEALTHCARE	CA	501(C)(3)	10	SJHS	Yes
(88)PROVIDENCE MEDICAL FOUNDATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 33-0185031	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(89)ST JOSEPH HOME CARE NETWORK 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 68-0331084	HEALTHCARE	CA	501(C)(3)	10	SJHS	Yes
(90)ST JOSEPH HOSPITAL OF ORANGE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-1643359	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes
(91)ST JUDE HOSPITAL INC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-1643324	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes
(92)ST LUKE ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 94-3176618	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(93)ST MARY MEDICAL CENTER 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-1914489	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes
(94)ST PATRICK HOSPITAL FOUNDATION 502 W SPRUCE STREET MISSOULA,MT59802 23-7056976	HEALTHCARE	MT	501(C)(3)	7	PHS WA	Yes
(95)ST THOMAS CHILD AND FAMILY CENTER 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-0233495	EDUCATION	MT	501(C)(3)	10	PHS WA	Yes
(96)SWEDISH EDMONDS 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 27-2305304	HEALTHCARE	WA	501(C)(3)	3	WHC	Yes
(97)SWEDISH HEALTH SERVICES 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-0433740	HEALTHCARE	WA	501(C)(3)	3	WHC	Yes
(98)SWEDISH MEDICAL CENTER FOUNDATION 747 BROADWAY SEATTLE,WA98122 91-0983214	HEALTHCARE	WA	501(C)(3)	7	SHS	Yes
(99)SWEDISH MJM HOLDINGS 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 27-3139262	HOLDING CO	WA	501(C)(3)	12, I	SHS	Yes
(100)THE GAMELIN ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1180824	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(101)THE GAMELIN CALIFORNIA ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1293869	SUPPORT	CA	501(C)(3)	10	PHS SOCAL	Yes
(102)THE GAMELIN OREGON ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1214491	SUPPORT	OR	501(C)(3)	10	PHS OR	Yes
(103)UNIVERSITY OF PROVIDENCE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-0231777	EDUCATION	MT	501(C)(3)	2	PHS	Yes
(104)WESTERN HEALTHCONNECT 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 45-4171900	SHELL CORP	WA	501(C)(3)	12, II	PHS W WA	Yes
(105)GRACE CLINIC OF LUBBOCK 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 20-3856995	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(106)TARZANA MEDICAL CENTER LLC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 83-3972614	HEALTHCARE	CA	501(C)(3)	3	PHS SOCAL	Yes
(107)PROVIDENCE FACEY MEDICAL FOUNDATION 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 95-4322584	SUPPORT	CA	501(C)(3)	7	PHS SOCAL	Yes
(108)TRI-CITIES CANCER CENTER 1802 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 91-1594526	HEALTHCARE	WA	501(C)(3)	3	KADLEC	Yes
(109)TRICITIES CANCER CENTER FOUNDATION 7350 W DESCHUTES AVE BLDG A KENNEWICK,WA99336 91-1739024	SUPPORT	WA	501(C)(3)	12, I	KADLEC	Yes
(110)COVENANT HOSPITAL HOBBS 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 84-4273963	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(111)PROVIDENCE ST MARY FOUNDATION 1025 S 2ND AVENUE WALLA WALLA,WA99362 45-2841492	HEALTHCARE	WA	501(C)(3)	7	PHS WA	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) 2020

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) 20TH STREET SURGERY LLC 1301 20TH STREET STE 140 SANTA MONICA,CA90404 73-1735618	AMBULATORY SURG	CA	NA	N/A
(2) BRIDGEPORT MEDICAL IMAGING (BMI) 4400 NE HALSEY 495 PORTLAND,OR97213 26-0796953	IMAGING DIAG.	OR	NA	N/A
(3) BROADWAY IMAGING LLC 500 W BROADWAY MISSOULA,MT59802 52-2405971	MEDICAL IMAGING	MT	NA	N/A
(4) CENTER FOR MATERNAL NEWBORN AND CHILD 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 81-3526875	HEALTHCARE	CA	NA	N/A
(5) CENTER FOR MEDICAL IMAGING (CMI) 4400 NE HALSEY 495 PORTLAND,OR97213 20-0477972	IMAGING DIAG.	OR	NA	N/A
(6) CLACKAMAS RADIATION ONCOL CENTER LLC 4400 NE HALSEY ST BLDG II 495 PORTLAND,OR97213 26-0381897	RADIATION ONCOL	OR	NA	N/A
(7) COASTAL ASC HOLDINGS LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 81-0986844	HEALTHCARE	CA	HMHP	RELATED	3,516,293	23,837,280	Yes		0	Yes		77.500 %
(8) COVENANT LONG-TERM CARE LP 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 20-5033419	HEALTHCARE	TX	NA	N/A
(9) FULLERTON SURGICAL CENTER LP 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 47-0927394	AMBULATORY SURG	CA	NA	N/A
(10) GREATER VALLEY MEDICAL BUILDING LP 501 S BUENA VISTA ST BURBANK,CA91505 95-4570858	REAL ESTATE - MOB	CA	NA	N/A
(11) HCSA PROPERTIES LLC 1600 M STREET NW AUBURN,WA98001 46-0620892	REAL ESTATE R	WA	NA	N/A
(12) HERITAGE INVESTMENT GROUP I LLC 500 S MAIN STREET STE 1000 ORANGE,CA92868 27-1000061	INVESTMENTS	CA	NA	N/A
(13) HOAG ORTHOPEDIC INSTITUTE 1 HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92658 61-1588294	HEALTHCARE	CA	HMHP	RELATED	18,697,566	38,329,100	Yes		0	Yes		51.000 %
(14) IMAGING ASSOCIATES LLC 3650 PIPER STREET STE A ANCHORAGE,AK99508 20-3906048	MEDICAL IMAGING	AK	NA	N/A
(15) INLAND IMAGING LLC 801 S STEVENS ST SPOKANE,WA99204 91-1855796	MEDICAL IMAGING	WA	NA	N/A
(16) LSC REAL PROPERTY LLC 2301 QUAKER AVENUE LUBBOCK,TX79410 47-4646059	REAL ESTATE	TX	NA	N/A
(17) METHODIST DIAGNOSTIC IMAGING 4005 24TH STREET LUBBOCK,TX79410 75-2343261	HEALTHCARE	TX	NA	N/A
(18) NEWPORT IMAGING CENTER 360 SAN MIGUEL NEWPORT BEACH,CA92660 33-0191776	HEALTHCARE	CA	HMHP	RELATED	-2,493,765	3,399,162	Yes		0	Yes		99.880 %
(19) NEWPORT SURGICAL PARTNERS LLC 27271 LAS RAMBLAS 350 MISSION VIEJO,CA92691 39-2060266	HEALTHCARE	CA	HMHP	RELATED	0	0		No	0	Yes		39.530 %
(20) OREGON ADVANCED IMAGING LLC 881 OHARE PARKWAY MEDFORD,OR97504 45-0471748	MEDICAL IMAGING	OR	NA	N/A
(21) OREGON OUTPATIENT SURGERY CENTER 7300 SW CHILDS RD TIGARD,OR97224 22-3883387	AMBULATORY SURG	OR	NA	N/A
(22) PETCT IMAGING AT SWEDISH CANCER INSTITU 1221 MADISON STREET SEATTLE,WA98104 20-3132044	MEDICAL IMAGING	WA	NA	N/A
(23) PHS INVESTMENT TRUST SHORT TERM INVESTME 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 81-2701056	INVESTMENTS	WA	NA	N/A
(24) PROV RADIATION ONCOLOGY DEVELOP ASSN 4400 NE HALSEY 495 PORTLAND,OR97213 26-0682491	REAL ESTATE - MOB	OR	NA	N/A
(25) PROVIDENCE CHILDREN'S NEONATAL SERVICES 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 47-0918549	NEONATAL CARE	WA	NA	N/A
(26) PROVIDENCE IMAGING CENTER JOINT VENTURE 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 92-0118807	MEDICAL IMAGING	AK	NA	N/A
(27) PROVIDENCE ST JOSEPH HEALTH LONG TERM P 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 82-3190634	INVESTMENTS	WA	NA	N/A
(28) PROVIDENCE SURGERY CENTER LLC 902 N ORANGE ST MISSOULA,MT59802 84-1401625	AMBULATORY SURG	MT	NA	N/A
(29) PROVIDENCE UCLA USP SURGERY CENTER JV 14201 DALLAS PARKWAY DALLAS,TX75254 32-0503030	AMBULATORY SURG	CA	NA	N/A
(30) PROVIDENCESILVERTON REHAB LLC 4400 NE HALSEY 425 PORTLAND,OR97213 48-1287267	REHAB SERVICE	OR	NA	N/A
(31) PROVIDENCEUSP SOUTH BAY SURGERY CENTERS 15305 DALLAS PKWY STE 1600 LB 28 ADDISON,TX75001 47-5064486	AMBULATORY SURG	CA	NA	N/A
(32) PROVIDENCEUSP SURGERY CTRS 11550 INDIAN HILLS ROAD 160 MISSION HILLS,CA91345 20-0905938	AMBULATORY SURG	CA	NA	N/A
(33) RADIATION THERAPY INNOVATIONS LLC 1221 MADISON STREET 1ST FL SEATTLE,WA98104 30-0553035	HEALTHCARE	WA	NA	N/A
(34) REDMOND AMBULATORY SURGERY CENTER LLC 805 MADISON ST STE 901 SEATTLE,WA98104 81-3558711	AMBULATORY SURG	WA	NA	N/A
(35) SANTA ANA MOB LLC 1800 QUAIL STREET STE 100 NEWPORT BEACH,CA92660 75-3205306	REAL ESTATE - MOB	CA	NA	N/A
(36) SJO ASC HOLDINGS LLC 1140 W LA VETA AVE ORANGE,CA92868 82-1655501	HEALTHCARE	CA	NA	N/A
(37) ST JOSEPH PHYSICIAN VENTURES I LLC 1100 WEST STEWART DRIVE ORANGE,CA92868 45-4521884	REAL ESTATE	CA	NA	N/A
(38) ST JOSEPHSATELLITE DIALYSIS CTRS LLC 300 SANTANA ROW SUITE 300 SAN JOSE,CA95128 81-4657391	HEALTHCARE	CA	NA	N/A
(39) ST JUDE SURGICAL CENTERS LLC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 82-3352570	AMBULATORY SURG	CA	NA	N/A
(40) SURGERY CENTER AT TANASBOURNE LLC 11221 ROE AVE STE 300 LEAWOOD,KS66211 20-8187971	AMBULATORY SURG	KS	NA	N/A
(41) TARZANA PEDIATRIC VENTURES LLC 18321 CLARK ST TARZANA,CA91356 82-1308306	HEALTHCARE	CA	NA	N/A
(42) THE MADISON SPOKANE INN LLC 15 WEST ROCKWOOD BLVD SPOKANE,WA99204 84-1606484	HOTEL SERVICE	WA	NA	N/A
(43) YELM MEDICAL OFFICE BUILDING 2840 CRITES ST SW STE 104 TUMATER,WA98512 26-3685020	REAL ESTATE - MOB	WA	NA	N/A
(44) MISSION VIEJO PARTNERS II LLC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 82-3943675	REAL ESTATE - MOB	CA	MHRMC	N/A

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) 1221 MADISON STREET OWNERS ASSOC 747 BROADWAY SEATLE,WA98122 20-1954319	OWNERS' ASSOC	WA	NA	C-CORP
(2) AMERICAN UNITY GROUP LTD 90 PITTS BAY ROAD PEMBROKE HM08 BD	CAPTIVE INSURANCE	BD	NA	C-CORP
(3) AYIN HEALTH SOLUTIONS INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 83-3037172	HEALTHCARE	DE	NA	C-CORP
(4) BOURGET HEALTH SERVICES INC 101 W 8TH AVE TAF C-9 SPOKANE,WA99220 91-1354431	CLIN/MED LAB	WA	NA	C-CORP
(5) CARON HEALTH CORPORATION 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 81-0486082	MED PHYS SVCS	MT	NA	C-CORP
(6) COMMUNITY TECHNOLOGIES INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 84-4722399	IT SVCS	DE	NA	C-CORP
(7) DATU HEALTH INC AND SUBSIDIARIES 16150 MAIN CIRCLE DR SUITE 250 CHESTERFIELD,MO63017 46-3070062	IT SVCS	DE	NA	C-CORP
(8) ENDOSCOPY CENTER OF SOUTHERN CALIFORNIA 1301 20TH ST STE 280 SANTA MONICA,CA90404 95-2880495	HEALTHCARE	CA	NA	C-CORP
(9) ENGAGE IT SERVICES INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 84-4058573	IT SVCS	DE	NA	C-CORP
(10) HOAG MANAGEMENT SERVICES INC 1 HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92658 33-0731587	HEALTHCARE	CA	HMHP	C-CORP	39,868,661	239,316,764	100.000 %	Yes
(11) HOAG PHYSICIAN PARTNERS 16148 SAND CANYON AVE IRVINE,CA92618 83-4276044	HEALTHCARE	CA	NA	C-CORP
(12) LUBBOCK METHODIST HOSP PRACTICE MGMT 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 75-2578995	INACTIVE	TX	NA	C-CORP
(13) LUBBOCK METHODIST HOSPITAL SVCS 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 75-2118585	HEALTHCARE	TX	NA	C-CORP
(14) LUMEDIC INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 83-3881097	HEALTHCARE	WA	NA	C-CORP
(15) MEDIREVV INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 20-8783763	HEALTHCARE	DE	NA	C-CORP
(16) MISSION VIEJO MEDICAL VENTURES 27800 MEDICAL CENTER RD 354 MISSION VIEJO,CA92691 33-0212905	HEALTHCARE	CA	NA	C-CORP
(17) PERFORMANCE HEALTH TECHNOLOGY LTD 3993 FAIRVIEW INDUSTRIAL DR SE SALEM,OR97302 93-1211733	HEALTHCARE	OR	NA	C-CORP
(18) PHN HOLDINGS 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 46-1814184	STRAT PLAN SVCS	CA	NA	C-CORP
(19) PIONEER INNOVATIONS INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 36-4818191	HEALTH INNOVATION	WA	NA	C-CORP
(20) PROVIDENCE ASSURANCE INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 20-8194071	CAPTIVE INSURANCE	AZ	NA	C-CORP
(21) PROVIDENCE GLOBAL CENTER LLP 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 98-1516461	IT SVCS	IN	NA	C-CORP
(22) PROVIDENCE HEALTH CARE VENTURES INC 101 W 8TH AVE TAF C-9 SPOKANE,WA99204 90-0155714	CLIN/MED LAB	WA	NA	C-CORP
(23) PROVIDENCE HEALTH NETWORK 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 80-0886966	PREPAID HEALTH	CA	NA	C-CORP
(24) PROVIDENCE HEALTH VENTURES INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 33-0122216	INVESTMENT	CA	NA	C-CORP
(25) PROVIDENCE PHYSICIAN SERVICES CO 101 W 8TH AVE TAF C-9 SPOKANE,WA99204 91-1216033	HEALTHCARE	WA	NA	C-CORP
(26) PROVIDENCE ST JOSEPH HEALTH NETWORK 20555 EARL ST TORRANCE,CA90503 82-3771547	HEALTHCARE	CA	NA	C-CORP
(27) ST JOSEPH HEALTH 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 46-2340232	HOLDING COMPANY	CA	NA	C-CORP
(28) ST JOSEPH HEALTH SOURCE INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 46-1900168	HEALTHCARE	CA	NA	C-CORP
(29) ST JOSEPH PROF SVCS ENTERPRSES INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 33-0155323	HEALTHCARE	CA	NA	C-CORP
(30) VINSERRA INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 95-3943315	INVESTMENT	CA	NA	C-CORP
(31) WESTERN HEALTHCONNECT VENTURES INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 80-0953654	INVESTMENT	WA	NA	C-CORP
(32) TEGRIA SERVICES GROUP-US INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 90-0872936	HEALTHCARE	WI	NA	C-CORP
(33) TEGRIA RCM GROUP INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 84-4686520	HOLDING COMPANY	DE	NA	C-CORP
(34) TEGRIA SERVICES GROUP INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 84-4704409	HOLDING COMPANY	DE	NA	C-CORP
(35) TEGRIA HOLDINGS LLC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 84-2092143	HOLDING COMPANY	DE	NA	C-CORP
(36) QUIVIQ INC 1400-112TH AVENUE ST SUITE 100 BELLEVUE,WA98004 83-3879444	ANALYTICS	WA	NA	C-CORP
(37) ACCLARA SOLUTIONS INTERMEDIATE LLC 10713 W SAM HOUSTON PKWY N 500 HOUSTON,TX77064 37-1783298	FINANCIAL SVCS	TX	NA	C-CORP
(38) MEDICAL SPECIALTIES MANAGERS INC 1801 LIND AVE SW RENTON,WA98057 33-0406218	HEALTHCARE	WA	NA	C-CORP
(39) HMR WEIGHT MANAGEMENT SERVICES CORP 1801 LIND AVE SW RENTON,WA98057 46-3598718	RESEARCH	WA	NA	C-CORP
(40) PROVIDENCE HCC HOLDINGS INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057	HOLDING COMPANY	CA	PHS SOCIAL	C-CORP

Schedule R (Form 990) 2020

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

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

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

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

Yes

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

Yes

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

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

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

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

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

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

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

Yes

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

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

Yes

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

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

Yes

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

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

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

Yes

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

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

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) HOAG ORTHOPEDIC INSTITUTE	l	16,633,672	Accrual
(2) HOAG HOSPITAL FOUNDATION	j	974,994	Accrual
(3) HOAG HOSPITAL FOUNDATION	q	9,208,791	Accrual
(4) HOAG HOSPITAL FOUNDATION	n	90,000	Accrual
(5) HOAG CHARITY SPORTS	q	1,632,046	Accrual
(6) HOAG CHARITY SPORTS	b	119,094	Accrual
(7) HOAG CHARITY SPORTS	c	25,317,507	Accrual
(8) HOAG CLINIC	j	1,500,216	Accrual
(9) HOAG CLINIC	b	183,212,600	Accrual

Schedule R (Form 990) 2020

Page 4

Part VI

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

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

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

Schedule R (Form 990) 2020

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference

Explanation

SCHEDULE R, PART III

IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP 20TH STREET SURGERY LLC EIN: 73-1735618 ADDRESS: 1301 20TH STREET, STE 140, SANTA MONICA, CA 90404 BRIDGEPORT MEDICAL IMAGING (BMI) EIN: 26-0796953 ADDRESS: 4400 NE HALSEY, #495 PORTLAND, OR 97213 BROADWAY IMAGING, LLC EIN: 52-2405971 ADDRESS: 500 W. BROADWAY MISSOULA, MT 59802 CENTER FOR MATERNAL, NEWBORN AND CHILD EIN: 81-3526875 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 CENTER FOR MEDICAL IMAGING (CMI) EIN: 20-0477972 ADDRESS: 4400 NE HALSEY ST., BLDG. II, #495 PORTLAND, OR 97213 CLACKAMAS RADIATION ONCOLOGY CENTER, LLC EIN: 26-0381897 ADDRESS: 4400 NE HALSEY ST., BLDG. II, #495 PORTLAND, OR 97213 COASTAL ASC HOLDINGS LLC EIN: 81-0986844 ADDRESS: ONE HOAG DRIVE, PO BOX 6100, NEWPORT BEACH, CA 92658 COVENANT LONG-TERM CARE, LP EIN: 20-5033419 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 FULLERTON SURGICAL CENTER LP EIN: 47-0927394 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 GREATER VALLEY MEDICAL BUILDING, L.P. EIN: 95-4570858 ADDRESS: 501 S. BUENA VISTA ST. BURBANK, CA 91505 HCSA PROPERTIES LLC EIN: 46-0620892 ADDRESS: 1600 M STREET NW AUBURN, WA 98001 HERITAGE INVESTMENT GROUP I, LLC EIN: 27-1000061 ADDRESS: 500 S. MAIN STREET, STE 1000, ORANGE, CA 92868 HOAG ORTHOPEDIC INSTITUTE EIN: 61-1588294 ADDRESS: 1 HOAG DRIVE, PO BOX 6100, NEWPORT BEACH, CA 92658 IMAGING ASSOCIATES LLC EIN: 20-3906048 ADDRESS: 3650 PIPER STREET, STE A, ANCHORAGE, AK 99508 INLAND IMAGING, LLC EIN: 91-1855796 ADDRESS: 801 S. STEVENS ST., SPOKANE, WA 99204 LSC REAL PROPERTY, LLC EIN: 47-4646059 ADDRESS: 2301 QUAKER AVENUE, LUBBOCK, TX, 79410 METHODIST DIAGNOSTIC IMAGING EIN: 75-2343261 ADDRESS: 4005 24TH STREET, LUBBOCK, TX 79410 NEWPORT IMAGING CENTER EIN: 33-0191776 ADDRESS: 360 SN MIGUEL, NEWPORT BEACH, CA 92660 NEWPORT SURGICAL PARTNERS, LLC EIN: 39-2060266 ADDRESS: 27271 LAS RAMBLAS #350 MISSION VIEJO, CA 92691 OREGON ADVANCED IMAGING, LLC EIN: 45-0471748 ADDRESS: 881 O'HARE PARKWAY, MEDFORD, OR 97504 OREGON OUTPATIENT SURGERY CENTER EIN: 22-3883387 ADDRESS: 7300 SW CHILDS ROAD, TIGARD, OR 97224 PET/CT IMAGING AT SWEDISH CANCER INSTITUTE, LLC EIN: 20-3132044 ADDRESS: 1221 MADISON STREET SEATTLE, WA 98104 PHS INVESTMENT TRUST SHORT TERM INVESTMENT PORTFOLIO EIN: 81-2701056 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 PROV. RADIATION ONCOLOGY DEVELOP. ASSN., LLC EIN: 26-0682491 ADDRESS: 4400 NE HALSEY, #495 PORTLAND, OR 97213 PROVIDENCE CHILDREN'S NEONATAL SERVICES EIN: 47-0918549 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 PROVIDENCE IMAGING CENTER JOINT VENTURE EIN: 92-0118807 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 PROVIDENCE ST. JOSEPH HEALTH LONG TERM PORTFOLIO EIN: 82-3190634 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 PROVIDENCE SURGERY CENTER, LLC EIN: 84-1401625 ADDRESS: 902 N. ORANGE ST MISSOULA, MT 59802 PROVIDENCE UCLA USP SURGERY CENTER JV EIN: 32-0503030 ADDRESS: 14201 DALLAS PARKWAY, DALLAS, TX 75254 PROVIDENCE/SILVERTON REHAB, LLC EIN: 48-1287267 ADDRESS: 4400 NE HALSEY #425, PORTLAND, OR 97213 PROVIDENCE/USP SOUTH BAY SURGERY CENTERS EIN: 47-5064486 ADDRESS: 15305 DALLAS PKWY, STE 1600, LB 28, ADDISON, TX 75001 PROVIDENCE/USP SURGERY CENTERS, LLC EIN: 20-0684116 ADDRESS: 11550 INDIAN HILLS ROAD #160, MISSION HILLS, CA 91345 RADIATION THERAPY INNOVATIONS, LLC EIN: 30-0553035 ADDRESS: 1221 MADISON STREET, 1ST FL, SEATTLE, WA 98104 REDMOND AMBULATORY SURGERY CENTER LLC EIN: 81-3558711 ADDRESS: 805 MADISON ST STE 901, SEATTLE, WA 98104 SANTA ANA MOB, LLC EIN: 75-3205306 ADDRESS: 1800 QUAIL STREET, STE 100, NEWPORT BEACH, CA 92660 SJO ASC HOLDINGS LLC EIN: 82-1655501 ADDRESS: 1140 W. LA VETA AVE ORANGE, CA 92868 ST JOSEPH PHYSICIAN VENTURES I, LLC EIN: 45-4521884 ADDRESS: 1100 WEST STEWART DRIVE, ORANGE, CA 92868 ST. JOSEPH/SATELLITE DIALYSIS CENTERS, LLC EIN: 81-4657391 ADDRESS: 300 SANTANA ROW, SUITE 300 SAN JOSE, CA 95128 ST. JUDE SURGICAL CENTERS, LLC EIN: 82-3352570 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057 SURGERY CENTER AT TANASBOURNE, LLC EIN: 20-8187971 ADDRESS: 11221 ROE AVE., STE 300, LEAWOOD, KS 66211 TARZANA PEDIATRIC VENTURES LLC EIN: 82-1308306 ADDRESS: 18321 CLARK ST, TARZANA, CA 91356 THE MADISON SPOKANE INN, LLC EIN: 84-1606484 ADDRESS: 15 WEST ROCKWOOD BLVD. SPOKANE, WA 99204 YELM MEDICAL OFFICE BUILDING EIN: 26-3685020 ADDRESS: 2840 CRITES ST SW STE 104, TUMATER, WA 98512 MISSION VIEJO PARTNERS II, LLC EIN: 82-3943675 ADDRESS: 1801 LIND AVENUE SW ATTN: TAX DEPT., RENTON, WA 98057

Schedule R (Form 990) 2020

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: OUR MISSION AS A NOT-FOR-PROFIT, FAITH- BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE SERVICES TO THE COMMUNITIES WE SERVE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	15
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	7,706
6	Total number of volunteers (estimate if necessary) .............	6	1,500
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	-584,774
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	17,011,958	49,331,498
9	Program service revenue (Part VIII, line 2g) .........	1,174,503,348	1,196,773,576
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	10,366,647	3,467,127
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-6,265	11,184,151
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,201,875,688	1,260,756,352
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	11,646,151	11,298,904
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)	513,460,338	530,197,022
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	612,682,827	660,062,545
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,137,789,316	1,201,558,471
19	Revenue less expenses. Subtract line 18 from line 12.......	64,086,372	59,197,881
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	3,472,503,762	3,606,270,386
21	Total liabilities (Part X, line 26).............	944,814,401	955,953,775
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,527,689,361	2,650,316,611

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 708,927,037 including grants of $ 11,298,904 ) (Revenue $ 1,205,935,385 )
	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 expenses708,927,037

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	12,003,170	9,299,594	1,770,572

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	0
d	Related organizations		1d	25,317,507
e	Government grants (contributions)		1e	21,704,146

f	All other contributions, gifts, grants, and similar amounts not included above		1f	2,309,845

g	Noncash contributions included in lines 1a - 1f:$		1g	0

h Total. Add lines 1a-1f.......		49,331,498

		Business Code
2a	Patient Services	622110	1,055,396,141	1,055,396,141	0	0
b	HMO Capitated Payment	622110	69,350,120	69,350,120	0	0
c	MOB Rental Income	531190	42,011,747	42,011,747	0	0
d	QA GRANTS FROM PSJH	624410	15,452,016	15,452,016	0	0
e	Cafeteria Sales	722212	3,431,216	3,431,216	0	0
f	All other program service revenue.		11,132,336	11,132,336	0	0
g	Total. Add lines 2a–2f .....		1,196,773,576

3 Investment income (including dividends, interest, and othersimilar amounts) ......			11,413,342	-2,607,116		14,020,458
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)	0	0	6c
d	Net rental income or (loss).......			0
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		479,656,594	7a
b	Less: cost or other basis and sales expenses	100,061	487,502,748	7b
c	Gain or (loss)	-100,061	-7,846,154	7c
d	Net gain or (loss).........			-7,946,215			-7,946,215
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	0
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0
Business Code			Miscellaneous Revenue
11a	Misc-HOI Services		561110	11,468,946	7,682,192	3,786,754	0
b	INCOME FROM PARTNERSHIPS		525990	-3,736,450	904,287	-4,640,737	0
c	All other revenue		900099	3,451,655	3,182,446	269,209	0
d	All other revenue ....
e	Total. Add lines 11a–11d ......			11,184,151
12	Total revenue. See instructions.....			1,260,756,352	1,205,935,385	-584,774	6,074,243

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	11,298,904	11,298,904
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0	0
4	Benefits paid to or for members .......	0	0
5	Compensation of current officers, directors, trustees, and key employees ...........	7,966,876	525,814	7,441,062	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	162,531	0	162,531	0
7	Other salaries and wages........	410,857,575	272,815,827	138,041,748	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	22,684,152	4,851,590	17,832,562	0
9	Other employee benefits .......	56,232,896	24,038,744	32,194,152	0
10	Payroll taxes ...........	32,292,992	19,644,002	12,648,990	0
11	Fees for services (non-employees):
a	Management ......	0	0	0	0
b	Legal .........	9,685,136	1,378	9,683,758	0
c	Accounting ...........	948,475	9,180	939,295	0
d	Lobbying ...........	36,032	0	36,032	0
e	Professional fundraising services. See Part IV, line 17	0			0
f	Investment management fees ......	5,538,155	0	5,538,155	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	136,302,749	55,781,052	80,521,697	0
12	Advertising and promotion ....	3,276,582	30,456	3,246,126	0
13	Office expenses .......	14,013,916	1,226,271	12,787,645	0
14	Information technology ......	15,444,417	586,499	14,857,918	0
15	Royalties ..	0	0	0	0
16	Occupancy ...........	66,523,636	31,480,068	35,043,568	0
17	Travel ............	202,077	28,701	173,376	0
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0	0	0	0
19	Conferences, conventions, and meetings ....	266,388	134,279	132,109	0
20	Interest ...........	16,222,518	16,063,475	159,043	0
21	Payments to affiliates .......	0	0	0	0
22	Depreciation, depletion, and amortization ..	93,621,055	32,776,729	60,844,326	0
23	Insurance ...	3,626,323	1,492,128	2,134,195	0
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Medical Supplies	190,638,366	165,803,526	24,834,840	0
b	QA Fee	63,948,401	63,948,401		0
c	DUES & SUBSCRIPTIONS	10,234,996	622,462	9,612,534	0
d	LICENSES & TAXES	9,231,056	520,978	8,710,078	0
e	All other expenses	20,302,267	5,246,573	15,055,694
25	Total functional expenses. Add lines 1 through 24e	1,201,558,471	708,927,037	492,631,434	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).	0

1	Cash–non-interest-bearing ........			21,983,726	1	76,346,664
2	Savings and temporary cash investments .........			173,422,634	2	120,644,172
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			156,579,818	4	142,067,569
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			17,734,695	7	1,992,355
8	Inventories for sale or use ............			6,959,077	8	12,170,698
9	Prepaid expenses and deferred charges ......			13,787,555	9	25,180,716
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,800,791,756
b	Less: accumulated depreciation	10b	898,402,026	918,075,365	10c	902,389,730
11	Investments—publicly traded securities .			520,931,519	11	833,279,748
12	Investments—other securities. See Part IV, line 11 .....			1,354,855,707	12	1,255,598,158
13	Investments—program-related. See Part IV, line 11 ..			11,089,002	13	10,881,266
14	Intangible assets ...............			925,000	14	625,000
15	Other assets. See Part IV, line 11 ...........			276,159,664	15	225,094,310
16	Total assets. Add lines 1 through 15 (must equal line 33)...			3,472,503,762	16	3,606,270,386

17	Accounts payable and accrued expenses .....	146,246,308	17	153,350,820
18	Grants payable ...	0	18	0
19	Deferred revenue .........	1,163,662	19	876,022
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		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	797,404,431	25	801,726,933
26	Total liabilities. Add lines 17 through 25..	944,814,401	26	955,953,775

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	2,527,647,636	27	2,650,239,214
28	Net assets with donor restrictions ...........	41,725	28	77,397
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	2,527,689,361	32	2,650,316,611
33	Total liabilities and net assets/fund balances ........	3,472,503,762	33	3,606,270,386

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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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) .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No