Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2022 , and ending 12-31-2022
BCheck if applicable:
CName of organization
JOHN MUIR HEALTH
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1400 TREAT BOULEVARD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WALNUT CREEK, CA94597
D Employer identification number

94-1461843
E Telephone number

G Gross receipts $ 2,081,962,115
F Name and address of principal officer:
MICHAEL S THOMAS
1400 TREAT BLVD
WALNUT CREEK,CA94597
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.JOHNMUIRHEALTH.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1958
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: JOHN MUIR HEALTH IS DEDICATED TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 16
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 2021 (Part V, line 2a) ...... 5 6,016
6 Total number of volunteers (estimate if necessary) ............. 6 375
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -318,356
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 24,027,211 28,050,686
9 Program service revenue (Part VIII, line 2g) ......... 1,680,165,545 1,666,599,909
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 224,881,264 45,815,211
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 9,317,863 13,128,997
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,938,391,883 1,753,594,803
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 139,920,400 113,269,585
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) 841,852,214 916,625,796
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 768,235,398 776,301,208
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,750,008,012 1,806,196,589
19 Revenue less expenses. Subtract line 18 from line 12....... 188,383,871 -52,601,786
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 3,688,896,996 3,323,424,314
21 Total liabilities (Part X, line 26)............. 1,292,316,074 1,236,241,704
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,396,580,922 2,087,182,610
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE MISSION OF JOHN MUIR HEALTH IS TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION. JOHN MUIR HEALTH OFFERS THE COMMUNITY A NETWORK OF PRIMARY CARE AND SPECIALTY PHYSICIANS, TWO MEDICAL CENTERS, INCLUDING THE COUNTY'S ONLY TRAUMA CENTER AND A BEHAVIORAL HEALTH CENTER. THE HEALTH SYSTEM ALSO OFFERS A FULL-RANGE OF MEDICAL SERVICES, INCLUDING PRIMARY CARE, OUTPATIENT AND IMAGING SERVICES, AND IS WIDELY RECOGNIZED AS A LEADER IN MANY SPECIALTIES - NEUROSCIENCES, ORTHOPEDIC, CANCER, CARDIOVASCULAR, TRAUMA, EMERGENCY, PEDIATRICS AND HIGH-RISK OBSTETRICS CARE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 767,692,265 including grants of $ 0 ) (Revenue $ 757,142,584 )
HOSPITAL SERVICES GENERAL MEDICINE AND SURGERYTHE CORE OF JOHN MUIR HEALTH'S SERVICE TO THE COMMUNITY IS IN ITS GENERAL MEDICINE AND SURGERY PROGRAM, WHICH PROVIDES COMPREHENSIVE CARE FROM EMERGENCY TO HIGH LEVEL CRITICAL CARE TO DISCHARGE SUPPORT AND HOME HEALTH PATIENTS WITH A VARIETY OF CONDITIONS. JOHN MUIR MEDICAL CENTER, WALNUT CREEK SERVES AS THE ONLY COUNTY-DESIGNATED TRAUMA CENTER FOR THE AREA, WORKING CLOSELY WITH LOCAL EMERGENCY SERVICES LEADERS. THE JOHN MUIR HEALTH TRAUMA CENTER RECEIVED THE AMERICAN COLLEGE OF SURGEON'S COMMITTEE ON TRAUMA UNCONDITIONAL RE-VERIFICATION AS A LEVEL II TRAUMA CENTER. NATIONAL AND STATE RECOGNITIONS RECEIVED IN 2022 INCLUDE: (1) RECOGNITION OF JOHN MUIR HEALTH (JMH), WALNUT CREEK MEDICAL CENTER BY U.S. NEWS & WORLD REPORT FOR THE 16TH YEAR IN A ROW AS ONE OF "AMERICA'S BEST HOSPITALS". DIABETES & ENDOCRINOLOGY, OBSTETRICS & GYNECOLOGY, ORTHOPEDICS, AND PULMONOLOGY & LUNG SURGERY SERVICES AT THE WALNUT CREEK MEDICAL CENTER WERE RECOGNIZED AS AMONG THE TOP 50 IN THE UNITED STATES, (2) RECOGNITION BY U.S. NEWS & WORLD REPORT OF NINE SPECIALTIES COMBINED AND 27 ADULT PROCEDURES AND CONDITIONS COMBINED AS HIGH PERFORMING AT JOHN MUIR HEALTH'S WALNUT CREEK AND CONCORD MEDICAL CENTERS, (3) U.S. NEWS AND WORLD REPORT ALSO RANKED THE WALNUT CREEK MEDICAL CENTER #2 AND CONCORD MEDICAL CENTER #3 OUT OF NEARLY 50 HOSPITALS IN THE SAN FRANCISCO METRO AREA BASED ON PATIENT SURVIVAL, PATIENT SAFETY, AND CARE-RELATED FACTORS SUCH AS NURSING AND PATIENT SERVICES, AND REPUTATION. THE TWO HOSPITALS WERE ALSO RANKED #10 AND #17 IN CALIFORNIA OUT OF MORE THAN 400 ACUTE CARE HOSPITALS, (4) JOHN MUIR HEALTH'S CONCORD AND WALNUT CREEK MEDICAL CENTERS ALSO EARNED THE DESIGNATION OF BEST REGIONAL HOSPITALS BY U.S. NEWS & WORLD REPORT - TWO OF JUST 493 HOSPITALS ( 11% OF THE HOSPITAL EVALUATED) TO ACHIEVE THIS DESIGNATION NATIONWIDE, (5) THE WALNUT CREEK MEDICAL CENTER WAS NAMED ONE OF AMERICA'S 100 BEST HOSPITALS FOR PULMONARY CARE BY HEALTHGRADES AND RECEIVED A CLINICAL EXCELLENCE AWARD FOR JOINT REPLACEMENT, AS WELL AS THE OUTSTANDING PATIENT EXPERIENCE AWARD, (6) THE CONCORD MEDICAL CENTER WAS RECOGNIZED BY HEALTHGRADES AS ONE OF AMERICA'S TOP 50 HOSPITALS FOR CARDIAC SURGERY FOR THE FOURTH STRAIGHT YEAR AND AMONG THE TOP 5 HOSPITALS FOR CARDIAC SURGERY IN CALIFORNIA. THE CONCORD MEDICAL CENTER ALSO RECEIVED A CLINICAL EXCELLENCE AWARD FOR JOINT REPLACEMENT, (7) COMBINED, THE TWO MEDICAL CENTERS HAD SEVEN FIVE-STAR RATINGS FROM HEALTHGRADES FOR SERVICES, PROCEDURES AND TREATMENTS, (8) NEWSWEEK RANKED THE WALNUT CREEK AND CONCORD MEDICAL CENTERS AS TWO OF THE BEST IN THE U.S. (#136 AND #169) (9) THE WALNUT CREEK MEDICAL CENTER RECEIVED AN "A" SAFETY GRADE FROM LEAPFROG IN SPRING 2022. THE CONCORD MEDICAL CENTER RECEIVED A "B" SAFETY GRADE FROM LEAPFROG IN SPRING 2022. (10) BOTH MEDICAL CENTERS ARE MAGNET RECOGNIZED FOR NURSING EXCELLENCE AND QUALITY PATIENT OUTCOMES. OUR PROGRAM EMPHASIS IN 2022 CONTINUED TO BE ON SERVING UNINSURED, UNDERSERVED, AND VULNERABLE POPULATIONS IN OUR SERVICE AREA THROUGH COMMUNITY PARTNERSHIPS, SUCH AS THE DENTAL COLLABORATIVE OF CONTRA COSTA COUNTY, MOBILE HEALTH CLINIC, AND SUPPORT FOR NONPROFIT ORGANIZATIONS PROVIDING ACCESS TO HEALTHCARE, MENTAL HEALTH SERVICES, FOOD, HOUSING AND VIOLENCE PREVENTION.
4b (Code:   ) (Expenses $ 223,338,727 including grants of $ 0 ) (Revenue $ 225,528,240 )
CARDIOVASCULAR IS THE SECOND LARGEST HOSPITAL-BASED SERVICE OF JOHN MUIR HEALTH. CARDIOVASCULAR ACHIEVEMENTS IN 2022 INCLUDES: FOR THE FIFTH YEAR IN A ROW, CONCORD MEDICAL CENTER WAS NAMED BY HEALTHGRADES AS "ONE OF AMERICA'S TOP 50 HOSPITALS FOR CARDIAC SURGERY". JMH'S CARDIAC SURGERY PROGRAM WAS ALSO RECOGNIZED AMONG THE TOP 5 IN THE STATE OF CALIFORNIA BY HEALTHGRADES. HEALTHGRADES' CARDIAC SURGERY SPECIALTY AWARD RECOGNIZES HOSPITALS WITH SUPERIOR CLINICAL OUTCOMES IN HEART BYPASS SURGERY AND HEART VALVE SURGERY. THIS DISTINCTION REPRESENTS THE TOP 1% OF HOSPITALS IN THE UNITED STATES. HEALTHGRADES AMERICA'S BEST HOSPITALS IS BASED SOLELY ON CLINICAL QUALITY OUTCOMES AND REWARDS HOSPITALS THAT CONSISTENTLY EXHIBIT EXCEPTIONAL, COMPREHENSIVE QUALITY CARE.JOHN MUIR HEALTH'S CARDIAC SURGERY PROGRAM WAS RECOGNIZED BY THE SOCIETY OF THORACIC SURGEONS AS "BETTER THAN EXPECTED" FOR CORONARY BYPASS GRAFT SURGERY AND MITRAL VALVE REPAIR + CABG OUTCOMES. APPROXIMATELY 12-15% OF HOSPITALS RECEIVE THIS "3-STAR" RATING FROM STS, WHICH DENOTES THE HIGHEST CATEGORY OF QUALITY.CONCORD MEDICAL CENTER WAS RATED AS HIGH-PERFORMING BY U.S. NEWS & WORLD REPORT IN 2022 IN AORTIC VALVE SURGERY, HEART ATTACK, HEART BYPASS SURGERY, HEART FAILURE, TRANSCATHETER AORTIC VALVE REPLACEMENT (TAVR). WALNUT CREEK MEDICAL CENTER WAS RATED AS HIGH-PERFORMING BY U.S. NEWS & WORLD REPORT IN 2022 IN HEART ATTACK AND HEART FAILURE. BOTH CONCORD AND WALNUT CREEK RECEIVED THE AMERICAN HEART ASSOCIATION'S GET WITH THE GUIDELINES - GOLD PLUS HEART FAILURE QUALITY ACHIEVEMENT AWARD FOR THEIR COMMITMENT TO MANAGING HEART FAILURE IN PATIENTS. GOLD PLUS IS THE HIGHEST ACHIEVEMENT LEVEL.JOHN MUIR CONCORD RECEIVED THE MISSION: LIFELINE STEMI RECEIVING CENTER GOLD PLUS ACHIEVEMENT AWARD AND JOHN MUIR WALNUT CREEK WAS THE RECIPIENT OF THE MISSION: LIFELINE STEMI RECEIVING CENTER GOLD ACHIEVEMENT AWARD. THESE AWARDS RECOGNIZE HOSPITALS FOR IMPLEMENTING SPECIFIC QUALITY IMPROVEMENT MEASURES TO TREAT PATIENTS WHO SUFFER SEVERE HEART ATTACKS. CONCORD MEDICAL CENTER WAS RECOGNIZED AS A BLUE DISTINCTION CENTER FOR CARDIAC CARE. BLUE DISTINCTION CENTERS ARE RECOGNIZED FOR DISTINGUISHED CLINICAL CARE AND PROCESSES BY THE BLUE CROSS AND BLUE SHIELD ASSOCIATION. FACILITIES EARN THESE DESIGNATIONS BASED ON RIGOROUS, EVIDENCE-BASED, OBJECTIVE CRITERIA AND INPUT FROM EXPERT PHYSICIANS AND MEDICAL ORGANIZATIONS. STUDIES INDICATE BLUE DISTINCTION CENTERS HAVE BETTER OVERALL OUTCOMES AND LOWER COSTS FOR CERTAIN PROCEDURES WHEN COMPARED TO NON-DESIGNATED MEDICAL FACILITIES.
4c (Code:   ) (Expenses $ 148,494,161 including grants of $ 0 ) (Revenue $ 227,286,082 )
WOMENS AND CHILDREN'S SERVICES IS THE THIRD LARGEST PROGRAM WITHIN JOHN MUIR HEALTH. THE PEDIATRIC INTENSIVE CARE UNIT AT THE WALNUT CREEK MEDICAL CENTER IS CERTIFIED BY THE CALIFORNIA CHILDREN'S SERVICES. ACCOMPLISHMENTS IN 2022 INCLUDE:THE JOHN MUIR HEALTH, WALNUT CREEK MEDICAL CENTER PEDIATRIC DEPARTMENT RECEIVED A LETTER OF RECOGNITION FOR OUR HOSPITAL'S EFFORTS IN THE SIP (SIMULTANEOUSLY IMPLEMENTING PATHWAYS FOR IMPROVING ASTHMA, PNEUMONIA AND BRONCHIOLITIS CARE FOR HOSPITALIZED CHILDREN) STUDY, FOCUSED ON IMPROVING CARE AND OUTCOMES FOR CHILDREN HOSPITALIZED WITH RESPIRATORY ILLNESSES. THE CURRENT NATIONAL SURGE IN THESE ILLNESSES UNDERSCORES THE IMPORTANCE OF EQUIPPING FRONTLINE CLINICIANS WITH THE LATEST EVIDENCE BASED AND CUTTING-EDGE TOOLS TO ENSURE EVERY CHILD RECEIVES EXCELLENT CARE. IN THE LETTER, YEELEN EDWARDS, MSC AND SUNITHA KAISER, MD, MSC FROM THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO COMMENTED THE PHYSICIAN SITE LEAD, DR. YUNGTING LIAO IS DEEPLY COMMITTED TO IMPLEMENTING THESE TOOLS.THE NICU IS WORKING ON THE CPQCC NEOBRAIN COLLABORATIVE AND INTRODUCING THE SENSE PROGRAM TO OUR NURSING STAFF AND FAMILIES. THE SUPPORTING AND ENHANCING NICU SENSORY EXPERIENCES (SENSE) PROGRAM WAS DEVELOPED TO PROMOTE CONSISTENT, AGE-APPROPRIATE, RESPONSIVE, AND EVIDENCE-BASED POSITIVE SENSORY EXPOSURES FOR THE PRETERM INFANT EVERY DAY OF NICU HOSPITALIZATION. THE GOAL IS WITH THESE POSITIVE EXPOSURE THAT CAN HAVE POSITIVE EFFECTS ON NEURODEVELOPMENTAL OUTCOMES.AFTER A SUCCESSFUL BABIES WITH BOOKS READ A THON HELD IN THE NICU, ADDITIONAL BOOKS HAVE BEEN PURCHASED TO CONTINUE THE PROGRAM BY ENCOURAGING READING SESSIONS (BOTH PARENTS AND STAFF) WHILE THE INFANT IS INPATIENT AND PROVIDING FAMILIES WITH BOOKS TO TAKE HOME.THE PEDIATRIC HOSPITALISTS PARTICIPATED IN THE NATIONAL QI COLLABORATIVE RUN BY VIP NETWORK/AAP REVISE II REDUCING EXCESSIVE VARIABILITY IN INFANT SEPSIS EVALUATIONS. THERE WERE FOUR PRIMARY MEASURES: 1. APPROPRIATE CSF, 2. APPROPRIATE DISPOSITION FROM THE EMERGENCY DEPARTMENT, 3. APPROPRIATE RECEIPT OF ANTIBIOTICS AND 4. APPROPRIATE DISCHARGE FROM THE HOSPITAL. BASED ON THIS COLLABORATION THE FOLLOWING INTERVENTIONS WERE IMPLEMENTED: 1. ISSUED NEW/UPDATED CLINICAL PRACTICE GUIDELINES BASED ON THREE DIFFERENT AGE CATEGORIES, 2. CREATED DOT PHRASES FOR SHARED DECISION-MAKING DISCUSSION AND DOCUMENTATION, 3. PUBLISHED GUIDELINES IN EPIC/AGILE MD AND 4. PROVIDED STAKEHOLDER EDUCATION HOSPITALISTS/ER/RESIDENTS/PCP.THE PEDIATRIC HOSPITALISTS ARE WORKING TO FACILITATE EARLY DISCHARGE OF MOM-BABY DYADS IN THE JMH BIRTH CENTER. THE GOAL IS TO HAVE THE MD DISCHARGE ORDER BEFORE NOON FOR THE NEWBORN DISCHARGE AND NOON FOR THE OB DISCHARGE. THE RN WOULD THEN DISCHARGE THE DYAD WITHIN TWO HOURS OF THE LAST MD ORDER. IN 2022 THE NEONATAL AND PEDIATRIC CRITICAL CARE TRANSPORT TEAM PROVIDED TRANSPORT SERVICES IN AND OUT OF JOHN MUIR HEALTH TO 442 PATIENTS.
(Code:   ) (Expenses $ 420,416,783 including grants of $ 113,269,585 ) (Revenue $ 456,636,747 )
OTHER SERVICES OFFERED AT JOHN MUIR HEALTH ARE:
4d Other program services (Describe in Schedule O.)
(Expenses $ 420,416,783 including grants of $ 113,269,585 ) (Revenue $ 456,636,747 )
4e Total program service expensesMediumBullet1,559,941,936
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
856
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
6,016
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
16
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
15
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJEFF SMITH1400 TREAT BLVD   WALNUT CREEK,CA94597 (925) 939-3000
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

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

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

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) KATHLEEN ODNE......................................................................
CHAIRMAN
5.00
.................
10.00
X   X       25,000 0 0
(2) JAY HARRIS......................................................................
VICE CHAIRMAN
5.00
.................
10.00
X   X       0 0 0
(3) JOHN SAYRES......................................................................
SECRETARY & TREASURER
5.00
.................
10.00
X   X       25,000 0 0
(4) LAURA MARKSTEIN......................................................................
DIRECTOR
5.00
.................
10.00
X           0 0 0
(5) ROGER BAILEY......................................................................
DIRECTOR
5.00
.................
10.00
X           25,000 0 0
(6) JACK THOMPSON......................................................................
DIRECTOR
5.00
.................
10.00
X           25,000 0 0
(7) ANNE GRODIN......................................................................
DIRECTOR
5.00
.................
10.00
X           25,000 0 0
(8) PETER WILSON......................................................................
DIRECTOR
5.00
.................
10.00
X           25,000 0 0
(9) FATIMA ANGELES......................................................................
DIRECTOR
5.00
.................
10.00
X           25,000 0 0
(10) TAEJOON AHN MD......................................................................
DIRECTOR
5.00
.................
10.00
X           25,000 0 0
(11) RAVI HUNDAL MD......................................................................
DIRECTOR
5.00
.................
10.00
X           25,000 0 0
(12) CAROLYN LACEY MD......................................................................
DIRECTOR
5.00
.................
10.00
X           25,000 0 0
(13) MARK MUSCO MD......................................................................
DIRECTOR
5.00
.................
10.00
X           25,000 0 0
(14) CHI PERLROTH MD......................................................................
DIRECTOR
5.00
.................
10.00
X           25,000 0 0
(15) JOHANNES PETERS MD......................................................................
DIRECTOR
5.00
.................
10.00
X           25,000 0 0
(16) CALVIN KNIGHT......................................................................
CEO/DIR/PRES (THRU 09/30/22)
60.00
.................
15.00
X   X       2,023,236 0 1,880,373
(17) MICHAEL S THOMAS......................................................................
CEO/DIR/PRES (AS OF 09/25/22)
60.00
.................
15.00
    X       1,991,172 0 795,830
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) CHRISTIAN PASS........................................................................
SENIOR VP/CFO
60.00
.......................15.00
    X       1,062,044 0 399,916
(19) MAX REYNOLDS........................................................................
SR VP/GENERAL COUNSEL
60.00
.......................0.00
      X     765,575 0 213,896
(20) JANE WILLEMSEN........................................................................
EXEC VP/PRESIDENT HOSPITAL OPS
60.00
.......................12.00
      X     2,112,595 0 502,239
(21) LISA FOUST........................................................................
SR VP HUMAN RESOURCES
60.00
.......................0.00
        X   782,359 0 271,764
(22) GEORGE SAUTER........................................................................
SR VP/CHIEF STRATEGY OFFICER
60.00
.......................0.00
        X   741,976 0 221,550
(23) MICHELLE LOPES RN........................................................................
CHIEF NURSING EXECUTIVE
60.00
.......................0.00
        X   623,916 0 233,400
(24) ELIZABETH MAHLER MD........................................................................
VP/CHIEF VALUE BASED CARE
60.00
.......................0.00
        X   633,177 0 175,330
(25) TOSON BOYO........................................................................
SR VP/HOSPITAL OPERATIONS
60.00
.......................0.00
        X   618,756 0 146,493










1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 11,679,806 0 4,840,791
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet3,017
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
OPTUMINSIGHT

PO BOX 84019
CHICAGO,IL60689
PROFESSIONAL SERV 122,170,304
CROSS COUNTRY STAFFING

LA LOCKBOX FILE 50941
LOS ANGELES,CA90074
TEMPORARY STAFFING 47,968,117
BAY AREA SURGICAL SPECIALISTS

PO BOX 97297
LAS VEGAS,NV89193
MEDICAL 8,754,001
LUCILLE SALTER PACKARD CHILDRENS HOSP

725 WELCH ROAD MC 5553
PALO ALTO,CA94304
MEDICAL 7,064,385
MEDICAL ANESTESIA CONSULTANTS MEDICAL

PO BOX 745724
ATLANTA,GA30374
MEDICAL 5,917,575
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet170
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 28,050,686
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 28,050,686
 Program Service RevenueAmt Business Code
2a PATIENT SERVICE REVENU 621400 1,613,396,230 1,613,396,230    
b PREMIUM REVENUE 621400 55,363,248 55,363,248    
c OTHER OPERATING REVENU 621400 -2,159,569 -2,165,825 6,256  
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 1,666,599,909
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 30,299,790   -324,612 30,624,402
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   12,310,168 6a
b Less: rental expenses   675,631 6b
c Rental income or (loss)   11,634,537 6c
d Net rental income or (loss).......MediumBullet 11,634,537     11,634,537
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 1,471,381 341,735,721 7a
b Less: cost or other basis and sales expenses 1,035,170 326,656,511 7b
c Gain or (loss) 436,211 15,079,210 7c
d Net gain or (loss).........MediumBullet 15,515,421     15,515,421
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a REBATES AND REFUNDS 621400 1,053,476     1,053,476
b PROPERTY TAX REFUNDS 531390 426,602     426,602
c VENDING INCOME 722515 14,382     14,382
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 1,494,460
12 Total revenue. See instructions.....MediumBullet 1,753,594,803 1,666,593,653 -318,356 59,268,820
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 113,269,585 113,269,585
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 16,647,120 14,736,713 1,910,407  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 722,517,176 614,139,600 108,377,576  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 31,945,548 25,556,438 6,389,110  
9 Other employee benefits ....... 98,597,087 86,765,437 11,831,650  
10 Payroll taxes ........... 46,918,865 40,819,413 6,099,452  
11 Fees for services (non-employees):        
a Management ...... 151,595,541 128,856,210 22,739,331  
b Legal ......... 16,863,696 8,263,211 8,600,485  
c Accounting ........... 1,043,908 511,515 532,393  
d Lobbying ........... 272,791 272,791    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 7,172,802   7,172,802  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 163,839,898 163,839,898    
12 Advertising and promotion ....        
13 Office expenses ....... 15,398,584 12,792,541 2,606,043  
14 Information technology ...... 22,447,762 673,433 21,774,329  
15 Royalties ..        
16 Occupancy ........... 48,501,743 38,845,309 9,656,434  
17 Travel ............ 2,145,438 836,238 1,309,200  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 22,225,772 20,199,796 2,025,976  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 83,847,685 59,270,489 24,577,196  
23 Insurance ... 9,559,741 5,257,858 4,301,883  
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 138,863,928 138,863,928    
b UNCOLLECTIBLE ACCOUNTS 34,239,522 34,239,522    
c PHARMACEUTICALS 33,726,086 33,726,086    
d OTHER EXPENSES 14,201,999 11,052,194 3,149,805  
e All other expenses 10,354,312 7,153,731 3,200,581  
25 Total functional expenses. Add lines 1 through 24e 1,806,196,589 1,559,941,936 246,254,653 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 13,397 1 13,402
2 Savings and temporary cash investments ......... 113,782,230 2 29,467,530
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 280,888,620 4 241,429,079
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 ........... 0 7 0
8 Inventories for sale or use ............ 10,799,840 8 11,293,135
9 Prepaid expenses and deferred charges ...... 33,275,742 9 31,725,253
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,102,538,826
b Less: accumulated depreciation 10b 1,104,187,046 896,599,318 10c 998,351,780
11 Investments—publicly traded securities . 1,320,825,590 11 1,067,213,079
12 Investments—other securities. See Part IV, line 11 ..... 565,866,579 12 567,874,282
13 Investments—program-related. See Part IV, line 11 .. 174,167,579 13 138,588,369
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 292,678,101 15 237,468,405
16 Total assets. Add lines 1 through 15 (must equal line 33)... 3,688,896,996 16 3,323,424,314
Liabilities 17 Accounts payable and accrued expenses ..... 280,572,002 17 329,564,071
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 89,044,426 19 2,625,393
20 Tax-exempt bond liabilities ......... 588,895,371 20 579,409,976
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 333,804,275 25 324,642,264
26 Total liabilities. Add lines 17 through 25.. 1,292,316,074 26 1,236,241,704
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 2,396,283,378 27 2,086,507,602
28 Net assets with donor restrictions ........... 297,544 28 675,008
Organizations that do not follow FASB ASC 958, check here MediumBullet 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 ........... 2,396,580,922 32 2,087,182,610
33 Total liabilities and net assets/fund balances ........ 3,688,896,996 33 3,323,424,314
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,753,594,803
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,806,196,589
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-52,601,786
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
2,396,580,922
5
Net unrealized gains (losses) on investments ...............
5
-256,314,350
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-482,176
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
2,087,182,610
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2021)
Form 990 (2021)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
JOHN MUIR HEALTH
 
Employer identification number

94-1461843
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
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) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 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
14
14
 
15
15
 
16a
33 1/3% support test—2022. 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
b
33 1/3% support test—2021. 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—2022. 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
b
10%-facts-and-circumstances test—2021. 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
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. 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
b
33 1/3% support tests—2021. 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
20
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) 2022

Schedule A (Form 990) 2022
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
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer 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).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on 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
No
1
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.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in 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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on 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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 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  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
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 2022 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-2022
(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, 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 2022. 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 2023. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
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) 2022


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
JOHN MUIR HEALTH
 
Employer identification number

94-1461843
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
JOHN MUIR HEALTH
 
Employer identification number
94-1461843
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


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
JOHN MUIR HEALTH
 
Employer identification number

94-1461843
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
JOHN MUIR HEALTH
 
Employer identification number

94-1461843
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

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

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

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
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
JOHN MUIR HEALTH
 
Employer identification number

94-1461843
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

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

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2018 (b) 2019 (c) 2020 (d) 2021 (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) 2021


Schedule C (Form 990) 2021
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
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
272,791
j
Total. Add lines 1c through 1i ....................................................................................................
272,791
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1I OTHER ACTIVITIES JOHN MUIR HEALTH CONTRIBUTED $272,791 TO CALIFORNIA COMMITTEE ON ISSUES (CHCI) SPONSORED BY CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEM (CAHHS) IN 2022 TO SUPPORT LOBBYING EFFORTS.
Schedule C (Form 990) 2021


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
JOHN MUIR HEALTH
 
Employer identification number

94-1461843
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under 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.
b
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 $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   53,228,565 53,228,565
b Buildings ....   631,486,762 257,661,304 373,825,458
c Leasehold improvements   463,036,922 261,470,267 201,566,655
d Equipment ....   718,730,234 585,055,475 133,674,759
e Other .....   236,056,343   236,056,343
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 998,351,780
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
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) COMMINGLED FUNDS
117,476,236 F

(B) HEDGE FUNDS
180,709,069 F

(C) PRIVATE EQUITY
269,688,977 F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 567,874,282
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)REAL ESTATE FOR FUTURE USE 2,102,089
(2)HELD PURSUANT BOND INDENTURE 18,179,971
(3)RIGHT OF USE ASSETS, NET 74,532,998
(4)OTHER RECEIVABLES 112,567,576
(5)PHYSICIAN LOANS 2,538,529
(6)CLOUD COMPUTING REC AGMT 3,486,368
(7)OTHER ASSETS 24,060,874
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 237,468,405
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  
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 324,642,264
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) 2021

Schedule D (Form 990) 2021
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 1,456,061,584
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -256,314,350
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 193,455
e Add lines 2a through 2d ..................... 2e -256,120,895
3 Subtract line 2e from line 1.................. 3 1,712,182,479
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 7,172,802
b Other (Describe in Part XIII.) ........... 4b 34,239,522
c Add lines 4a and 4b.................... 4c 41,412,324
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,753,594,803
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 1,765,459,896
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 675,631
e Add lines 2a through 2d.................... 2e 675,631
3 Subtract line 2e from line 1................... 3 1,764,784,265
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 7,172,802
b Other (Describe in Part XIII.) ............ 4b 34,239,522
c Add lines 4a and 4b..................... 4c 41,412,324
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,806,196,589
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: UNCERTAIN TAX POSITIONS THE HEALTH SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED USING THE LARGEST AMOUNT THAT EXCEEDS A 50% PROBABILITY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN ESTIMATE OCCURS.
PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL REVENUE REPORTED NET ON FORM 990 675,631. CHANGE IN UNAMORTIZED LOSS ON PENSION -482,176.
PART XI, LINE 4B - OTHER ADJUSTMENTS: UNCOLLECTIBLE ACCOUNTS REPORTED GROSS ON FORM 990 34,239,522.
PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL REVENUE REPORTED NET ON FORM 990 675,631.
PART XII, LINE 4B - OTHER ADJUSTMENTS: UNCOLLECTIBLE ACCOUNTS REPORTED GROSS ON FORM 990 34,239,522.
Schedule D (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
JOHN MUIR HEALTH
 
Employer identification number

94-1461843
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN     INVESTMENTS   161,884,366
EUROPE (INCLUDING ICELAND AND GREENLAND)     INVESTMENTS   6,472,801
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 168,357,167
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 168,357,167
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
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 .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022Page 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) 2022
Schedule F (Form 990) 2022
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
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
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


Software ID:  
Software Version:  



SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
JOHN MUIR HEALTH
 
Employer identification number

94-1461843
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

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

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    7,714,641   7,714,641 0.430 %
b Medicaid (from Worksheet 3, column a) . . . . .     109,541,198   109,541,198 6.060 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     117,255,839   117,255,839 6.490 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     4,207,036 336,983 3,870,053 0.210 %
f Health professions education (from Worksheet 5) . . .     6,839,296   6,839,296 0.380 %
g Subsidized health services (from Worksheet 6) . . . .     407,029   407,029 0.020 %
h Research (from Worksheet 7) .     688,784 157,658 531,126 0.030 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     3,451,423 251,637 3,199,786 0.180 %
j Total. Other Benefits . .     15,593,568 746,278 14,847,290 0.820 %
k Total. Add lines 7d and 7j .     132,849,407 746,278 132,103,129 7.310 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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           0 %
4 Environmental improvements           0 %
5 Leadership development and
training for community members
          0 %
6 Coalition building     8,743   8,743 0 %
7 Community health improvement advocacy           0 %
8 Workforce development     214,265   214,265 0.010 %
9 Other     1,705,125 32,572 1,672,553 0.090 %
10 Total     1,928,133 32,572 1,895,561 0.100 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
28,499,935
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
427,938,470
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
670,462,273
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-242,523,803
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
11 ASPEN SURGERY CENTER
 
OPERATES A MULTISPECIALTY SURGERY CENTER 28.680 % 1.000 % 46.390 %
22 HACIENDA SURGERY CENTER
 
OPERATES A MULTISPECIALTY SURGERY CENTER 12.500 % 0 % 47.600 %
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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)
Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 JOHN MUIR MEDICAL CENTER WALNUT CREEK
1601 YGNACIO VALLEY RD
WALNUT CREEK,CA94598
WWW.JOHNMUIRHEALTH.COM
140000265
X X         X     A
2 JOHN MUIR MEDICAL CENTER CONCORD
2540 EAST ST
CONCORD,CA94520
WWW.JOHNMUIRHEALTH.COM
140000128
X X         X     A
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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)
FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 22
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE PART V, SECTION C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE PART V, SECTION C
b
SEE PART V, SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 6
Part VFacility Information (continued)

Billing and Collections
FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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
PART V, SECTION B FACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: JOHN MUIR MEDICAL CENTER WALNUT CREEK, - FACILITY 2: JOHN MUIR MEDICAL CENTER CONCORD
PART V, SECTION B, LINE 5 COMMUNITY INPUT PROCESSDESCRIPTION OF WHO WAS CONSULTEDCOMMUNITY INPUT WAS PROVIDED BY A BROAD RANGE OF COMMUNITY MEMBERS VIA KEY INFORMANT INTERVIEWS AND FOCUS GROUPS. INDIVIDUALS WITH THE KNOWLEDGE, INFORMATION, AND EXPERTISE RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY WERE CONSULTED. THESE INDIVIDUALS INCLUDED REPRESENTATIVES FROM PUBLIC HEALTH AND OTHER PUBLIC AGENCIES, COMMUNITY ORGANIZATIONS, AND LEADERS, REPRESENTATIVES, AND MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME, AND RACIAL/ETHNIC POPULATIONS.KEY INFORMANT INTERVIEW METHODOLOGY:APPLIED SURVEY RESEARCH (ASR) CONDUCTED 32 KEY INFORMANT INTERVIEWS WITH REPRESENTATIVES FROM ORGANIZATIONS SERVING CONTRA COSTA COUNTY AND 43 KEY INFORMANT INTERVIEWS WITH INDIVIDUALS FROM ORGANIZATIONS SERVING ALAMEDA COUNTY. THOSE ORGANIZATIONS REPRESENT DIVERSE SECTORS. SECTORS REPRESENTED BY KEY INFORMANTS ARE: CHILDREN/YOUTH/FAMILIES, COMMUNITIES OF COLOR, FORMERLY INCARCERATED, IMMIGRANTS/UNDOCUMENTED, LGBTQIA+, OLDER ADULTS, PEOPLE WITH DISABILITIES, UNHOUSED AND VIOLENCE SURVIVORS. THE KEY INFORMANTS WERE IDENTIFIED COLLABORATIVELY BY KAISER PERMANENTE, THE PUBLIC HEALTH AGENCIES AND MEMBERS OF THE ALAMEDA AND CONTRA COSTA COUNTIES HOSPITAL CHNA GROUP. ALL INTERVIEWS WERE CONDUCTED IN ENGLISH AND FOLLOWED A STANDARD SET OF INTERVIEW QUESTIONS. CONFIDENTIALITY WAS ASSURED AT THE BEGINNING OF EACH INTERVIEW AND INTERVIEWERS TOOK DETAILED NOTES DURING THE CONVERSATION.INTERVIEW TOPICS: INTERVIEW QUESTIONS WERE DEVELOPED BY ASR AND ADDRESSED THE FOLLOWING TOPICS:-PRIORITY PLACED ON 2019 HEALTH NEEDS-OTHER PRIORITY HEALTH NEEDS-IMPACT OF COVID-19 ON PRIORITY HEALTH NEEDS-CHALLENGES TO ADDRESSING PRIORITY HEALTH NEEDS-SOURCES OF INFORMATION ON HEALTH NEEDS-STRATEGIES TO ADDRESS PRIORITY HEALTH NEEDS-HEALTH INEQUITIES AND DISPARITIES-STRATEGIES TO ADDRESS INEQUITIES/DISPARITIES-EXISTING COMMUNITY RESOURCES TO ADDRESS PRIORITY HEALTH NEEDSDATA ANALYSIS: ASR DELIVERED TO AD LUCEM CONSULTING A SPREADSHEET CONTAINING INDIVIDUAL INTERVIEWEE RESPONSES AND KEY THEMES. THE THEMES WERE FURTHER ORGANIZED BY AD LUCEM CONSULTING INTO THE HEALTH NEEDS DEFINED BY THE KAISER PERMANENTE COMMUNITY HEALTH DATA PLATFORM, THEN THE NUMBER OF MENTIONS FOR ALL THEMES RELATED TO A PARTICULAR HEALTH NEED WERE TALLIED TO DEVELOP AN INTERVIEW DATA SCORE. HEALTH NEEDS WERE ASSIGNED POINTS BASED ON THE FREQUENCY OF MENTIONS OF THE HEALTH NEED BY KEY INFORMANTS. POINTS FOR EACH HEALTH NEED WERE TALLIED ACROSS INTERVIEWEES TO DEVELOP INTERVIEW SCORES FOR HEALTH NEED PRIORITY, RACIAL/ETHNIC DISPARITIES, GEOGRAPHIC OR OTHER DISPARITIES AND IMPACT OF THE COVID-19 PANDEMIC ON THE HEALTH NEED.FOCUS GROUP METHODOLOGY:NINE COMMUNITY RESIDENT FOCUS GROUPS WERE CONDUCTED IN GEOGRAPHIC AREAS WITHIN EASTERN, CENTRAL, AND WESTERN CONTRA COSTA COUNTY. SEVEN GROUPS WERE CONDUCTED IN ENGLISH, AND TWO WERE CONDUCTED IN SPANISH. PARTICIPANTS WERE BLACK/AFRICAN AMERICAN AND LATINX COMMUNITY MEMBERS, AND ADULTS OVER THE AGE OF 65 FROM UNDERSERVED, LOW-INCOME, AND DIVERSE RACIAL/ETHNIC COMMUNITIES. TEN COMMUNITY RESIDENT FOCUS GROUPS WERE CONDUCTED IN GEOGRAPHIC AREAS WITHIN NORTHERN AND CENTRAL ALAMEDA COUNTY AND THE TRI-VALLEY AREA. THREE GROUPS WERE CONDUCTED IN ENGLISH, FOUR WERE CONDUCTED IN SPANISH, ONE IN VIETNAMESE, ONE IN CANTONESE, AND ONE IN A COMBINATION OF ENGLISH AND SPANISH. PARTICIPANTS WERE FROM UNDERSERVED, LOW-INCOME, SENIOR, UNHOUSED, LGBTQIA+, AND DIVERSE RACIAL/ETHNIC COMMUNITIES (VIETNAMESE, CANTONESE, BLACK/AFRICAN AMERICAN, INDIGENOUS, AND LATINX).
PART V, SECTION B, LINE 6A OTHER HOSPITAL FACILITIES INCLUDED IN CHNAALL JOHN MUIR HEALTH HOSPITAL FACILITIES (JOHN MUIR MEDICAL CENTER, WALNUT CREEK; JOHN MUIR MEDICAL CENTER, CONCORD; AND JOHN MUIR BEHAVIORAL HEALTH) COLLABORATED WITH SUTTER HEALTH, ST. ROSE HOSPITAL, STANFORD HEALTH CARE VALLEYCARE, UCSF BENIOFF CHOLDRENS' HOSPITALS, KAISER PERMANENTE, ALAMEDA COUNTY PUBLIC HEALTH DEPARTMENT AND CONTRA COSTA HEALTH SERVICES ON THE COMMUNITY HEALTH NEEDS ASSESSMENT.
PART V, SECTION B, LINE 6B OTHER NON-HOSPITAL ORGANIZATIONS INCLUDED IN CHNAJOHN MUIR HEALTH CONTRACTED WITH AD LUCEM CONSULTING, A PUBLIC HEALTH CONSULTING FIRM, TO CONDUCT THE CHNA. AD LUCEM CONSULTING SPECIALIZES IN INITIATIVE DESIGN, STRATEGIC PLANNING, GRANTS MANAGEMENT, AND PROGRAM EVALUATION, TAILORING METHODS AND STRATEGIES TO EACH PROJECT AND ADAPTING TO CLIENT NEEDS AND PRIORITIES, POSITIONING CLIENTS FOR SUCCESS. AD LUCEM CONSULTING WORKS IN CLOSE COLLABORATION WITH CLIENTS, SYNTHESIZING COMPLEX INFORMATION INTO EASY-TO-UNDERSTAND, USABLE FORMATS, BRINGING A HANDS-ON, DOWN TO EARTH APPROACH TO EACH PROJECT. AD LUCEM CONSULTING SUPPORTS CLIENTS THROUGH A VARIETY OF SERVICES THAT CAN BE APPLIED TO A RANGE OF ISSUES. AD LUCEM CONSULTING HAS DEVELOPED NUMEROUS CHNA REPORTS AND IMPLEMENTATION STRATEGIES FOR HOSPITALS INCLUDING SYNTHESIS OF SECONDARY AND PRIMARY DATA, NEEDS PRIORITIZATION, AND IDENTIFICATION OF ASSETS AND IMPLEMENTATION STRATEGIES.APPLIED SURVEY RESEARCH (ASR) CONDUCTED KEY INFORMANT INTERVIEWS FOR CHNAS COVERING ALAMEDA AND CONTRA COSTA COUNTIES. SECONDARY DATA CHARTS/TABLES AND INTERVIEW DATA WERE GENEROUSLY SHARED WITH MEMBERS OF THE ALAMEDA AND CONTRA COSTA COUNTIES HOSPITAL CHNA GROUP AND ARE INCLUDED IN THIS CHNA REPORT. ASR ALSO CONVENED COMMUNITY STAKEHOLDERS AND HOSPITAL REPRESENTATIVES TO REVIEW SERVICE AREA DATA AND PARTICIPATE IN A HEALTH NEED RANKING PROCESS. ASR IS A SOCIAL RESEARCH ORGANIZATION DEDICATED TO HELPING PEOPLE BUILD BETTER COMMUNITIES THROUGH MEASURING AND IMPROVING ORGANIZATIONAL IMPACT AND SERVICES AND QUALITY OF LIFE. ASR HAS A STRONG HISTORY OF WORKING WITH VULNERABLE POPULATIONS AND EXTENSIVE EXPERIENCE WORKING WITH PUBLIC AND PRIVATE AGENCIES, FEDERAL AND LOCAL GOVERNMENT, HEALTH AND HUMAN SERVICE ORGANIZATIONS, CITIES AND COUNTY OFFICES, SCHOOL DISTRICTS, INSTITUTIONS OF HIGHER LEARNING AND CHARITABLE FOUNDATIONS.
PART V, SECTION B, LINE 7A CHNA REPORT MADE WIDELY AVAILABLE TO PUBLICTHE CHNA REPORT IS MADE WIDELY AVAILABLE AT THE FOLLOWING URL: HTTPS://WWW.JOHNMUIRHEALTH.COM/CONTENT/DAM/JMH/DOCUMENTS/COMMUNITY/JOHN%20MUIR%20HEALTH%20CHNA%20REPORT%2012.14.2022_FINAL.PDF
PART V, SECTION B, LINE 10A WEBSITE FOR ADOPTED IMPLEMENTATION STRATEGYTHE HOSPITAL'S MOST RECENTLY ADOPTED IMPLEMENTATION STRATEGY IS AVAILABLE AT THE FOLLOWING URL: HTTPS://WWW.JOHNMUIRHEALTH.COM/CONTENT/DAM/JMH/DOCUMENTS/COMMUNITY/JOHN%20MUIR%20HEALTH%20IS%20REPORT%2012.14.2022_FINAL.PDF
PART V, SECTION B, LINE 11 SIGNIFICANT NEEDS ADDRESSED IN CHNATHE HEALTH SYSTEM IDENTIFIED NINE COMMUNITY HEALTH NEEDS.1. BEHAVIORAL HEALTH2. HOUSING AND HOMELESSNESS3. ECONOMIC SECURITY4. STRUCTURAL RACISM5. HEALTHCARE ACCESS AND DELIVERY6. COMMUNITY AND FAMILY SAFETY7. FOOD SECURITY8. EDUCATION9. TRANSPORTATIONTHE 2022 CHNA FOR JOHN MUIR HEALTH PLACED PARTICULAR EMPHASIS ON THE HEALTH ISSUES AND CONTRIBUTING FACTORS THAT IMPACT POPULATIONS WITH DISPROPORTIONATELY POOR HEALTH OUTCOMES. PRIORITY COMMUNITY PROFILES WERE DEVELOPED TO PRESENT LOCAL DATA AS A COMPLEMENT TO THE JOHN MUIR HEALTH SERVICE AREA DATA REPORTED ELSEWHERE IN THE CHNA. THE PROFILES INCLUDE DEMOGRAPHICS, DATA ON ROOT CAUSES OF HEALTH, AND ADDITIONAL STATISTICS.A. IDENTIFYING COMMUNITY HEALTH NEEDSI. DEFINITION OF "HEALTH NEED" FOR THE PURPOSES OF THE CHNA, HEALTH NEEDS ARE DEFINED AS INCLUDING THE ELEMENTS ESSENTIAL TO IMPROVING OR MAINTAINING HEALTH STATUS IN THE COMMUNITY AT LARGE AND IN PARTICULAR PARTS OF THE COMMUNITY, SUCH AS PARTICULAR GEOGRAPHIES OR POPULATIONS EXPERIENCING HEALTH INEQUITIES. ESSENTIAL ELEMENTS MAY INCLUDE ADDRESSING FINANCIAL AND OTHER BARRIERS TO CARE AS WELL AS PREVENTING ILLNESS, ENSURING ADEQUATE NUTRITION, OR ADDRESSING SOCIAL, BEHAVIORAL, AND ENVIRONMENTAL FACTORS THAT INFLUENCE HEALTH IN THE COMMUNITY. HEALTH NEEDS WERE IDENTIFIED BY THE COMPREHENSIVE IDENTIFICATION, INTERPRETATION, AND ANALYSIS OF A ROBUST SET OF PRIMARY AND SECONDARY DATA.II. CRITERIA AND ANALYTICAL METHODS USED TO IDENTIFY THE COMMUNITY HEALTH NEEDSMEASURES IN THE KAISER PERMANENTE COMMUNITY HEALTH DATA PLATFORM WERE CLUSTERED INTO 16 POTENTIAL HEALTH NEEDS, WHICH FORMED THE BACKBONE OF A PRIORITIZATION TOOL TO IDENTIFY SIGNIFICANT HEALTH NEEDS IN THE JOHN MUIR HEALTH SERVICE AREA. FOR SECONDARY DATA, A SCORE WAS ASSIGNED TO EACH NEED (4: VERY HIGH, 3: HIGH, 2: MEDIUM, 1: LOWER, 0: NO NEED) BASED ON HOW MANY MEASURES WERE WORSE THAN THE CALIFORNIA AVERAGE BY 20% OR MORE. THEMES FROM KEY INFORMANT INTERVIEWS AND OTHER PRIMARY DATA SOURCES WERE IDENTIFIED, CLUSTERED, AND ASSIGNED SCORES ON A 0-4 POINT SCALE BASED ON THE NUMBER OF TIMES THE THEME WAS MENTIONED. BOTH THE DATA PLATFORM AND PRIMARY DATA INFORMED SCORES FOR GEOGRAPHIC, RACIAL/ETHNIC AND OTHER DISPARITIES.EACH DATA COLLECTION METHOD WAS ASSIGNED A WEIGHT, BASED ON RIGOR OF THE DATA COLLECTION METHOD, TIMELINESS, AND ABILITY TO DESCRIBE INEQUITIES/DISPARITIES. PRIMARY DATA (KEY INFORMANT INTERVIEWS AND FOCUS GROUPS) WERE WEIGHTED SIGNIFICANTLY MORE THAN THE SECONDARY DATA GIVEN THE TIMELINESS OF THIS DATA AND THE REPRESENTATION FROM COMMUNITY MEMBERS FROM AND SERVICE PROVIDERS TO DIVERSE, UNDERSERVED COMMUNITIES. WEIGHTED VALUES FOR EACH POTENTIAL NEED WERE SUMMED, CONVERTED TO A PERCENTILE SCORE FOR EASY COMPARISON, AND THEN RANKED HIGHEST TO LOWEST. AFTER ANALYZING AND SCORING THE PRIMARY AND SECONDARY DATA, THE EIGHT HIGHEST SCORING HEALTH NEEDS WERE PRESENTED AT MEETINGS ATTENDED BY THE ALAMEDA AND CONTRA COSTA COUNTIES HOSPITAL CHNA GROUP, KAISER PERMANENTE AND COMMUNITY PARTNERS. DATA WERE EXPLORED FOR A NUMBER OF HEALTH NEEDS (CANCER, CHRONIC DISEASE AND DISABILITY, CLIMATE AND ENVIRONMENT, FAMILY AND SOCIAL SUPPORT, HEALTHY EATING ACTIVE LIVING OPPORTUNITIES, SUBSTANCE USE, SEXUAL HEALTH) THAT WERE SCORED, BUT NOT DISCUSSED AT THE HEALTH NEED RANKING MEETINGS DUE TO THEIR LOW SCORES.B. CRITERIA AND PROCESS USED FOR PRIORITIZATION OF HEALTH NEEDSI. PRIORITIZATION CRITERIATHE FOLLOWING CRITERIA WERE EMPLOYED TO PRIORITIZE THE LIST OF HEALTH NEEDS FOR THE JOHN MUIR HEALTH SERVICE AREA: -SEVERITY: HOW SEVERE THE HEALTH NEED IS (POTENTIAL TO CAUSE DEATH OR DISABILITY) -MAGNITUDE OR SCALE: THE NUMBER OF PEOPLE AFFECTED BY THE HEALTH NEED -CLEAR DISPARITIES OR INEQUITIES: DIFFERENCES IN HEALTH OUTCOMES BY SUBGROUPS (BASED ON GEOGRAPHY, LANGUAGES, ETHNICITY, CULTURE, CITIZENSHIP STATUS, ECONOMIC STATUS, SEXUAL ORIENTATION, AGE, GENDER, OR OTHERS) -COMMUNITY PRIORITY: THE COMMUNITY PRIORITIZES THE ISSUE OVER OTHER ISSUES -MULTIPLIER EFFECT: A SUCCESSFUL SOLUTION TO THE HEALTH NEED HAS THE POTENTIAL TO SOLVE MULTIPLE PROBLEMSII. PRIORITIZATION PROCESSA PROCESS WAS CONDUCTED TO RANK THE HEALTH NEEDS AND IDENTIFY THE TOP FOUR PRIORITY HEALTH NEEDS DURING VIRTUAL MEETINGS. IN PARTNERSHIP WITH KAISER PERMANENTE, ASR CONTACTED COMMUNITY LEADERS INCLUDING COUNTY HEALTH, PARTNER HOSPITALS, AND COMMUNITY ORGANIZATION LEADERS TO ATTEND COUNTY-LEVEL GROUP MEETINGS TO RANK TOP HEALTH NEEDS FOR SERVICE AREAS WITHIN CONTRA COSTA AND ALAMEDA COUNTIES. THE MEETING FOR CONTRA COSTA COUNTY WAS ATTENDED BY 12 PARTICIPANTS SERVING DIVERSE LOW-INCOME POPULATIONS EXPERIENCING HEALTH INEQUITIES, INCLUDING: HOSPITAL REPRESENTATIVES, CONTRA COSTA COUNTY HEALTH SERVICES, THE COMMUNITY CLINIC CONSORTIUM OF CONTRA COSTA AND SOLANO COUNTIES, THE CONTRA COSTA COUNTY OFFICE OF EDUCATION AND THE CALIFORNIA ENDOWMENT (A HEALTH FUNDER). THE MEETING FOR ALAMEDA COUNTY WAS ATTENDED BY 14 PARTICIPANTS SERVING DIVERSE LOW-INCOME POPULATIONS EXPERIENCING HEALTH INEQUITIES, INCLUDING: HOSPITAL REPRESENTATIVES, ALAMEDA COUNTY PUBLIC HEALTH DEPARTMENT, COMMUNITY HEALTH CENTER NETWORK, ALAMEDA COUNTY OFFICE OF EDUCATION AND THE CALIFORNIA ENDOWMENT (A HEALTH FUNDER). ASR PRESENTED QUALITATIVE AND QUANTITATIVE FINDINGS FOR THE TOP SCORING EIGHT HEALTH NEEDS IDENTIFIED THROUGH THE SCORING PROCESS DESCRIBED ABOVE. ONE REPRESENTATIVE FROM EACH ORGANIZATION AFFILIATED WITH EACH SERVICE AREA RANKED THE HEALTH NEEDS ON A SCALE OF 0-4, WITH 0 BEING NOT A PRIORITY" TO 4 BEING A "VERY HIGH PRIORITY". VOTE VALUES (0-4) FROM EACH VOTING ATTENDEE WERE AVERAGED.C. PRIORITIZED DESCRIPTION OF HEALTH NEEDS THE PRIORITIZATION RESULTED IN THE FOLLOWING FINAL RANK ORDERED HEALTH NEEDS FOR EACH REGION IN THE JOHN MUIR HEALTH SERVICE AREA, LISTED FROM HIGHEST TO LOWEST PER THE PROCESS DESCRIBED IN SECTION BII ABOVE. THE RESULTS OF THE PRIORITIZATION AND BRIEF DESCRIPTIONS OF THE TOP PRIORITY HEALTH NEEDS ACROSS JOHN MUIR HEALTH'S CONTRA COSTA AND ALAMEDA COUNTY SERVICE AREAS ARE PROVIDED BELOW. THE MAP BELOW DEFINES THE COUNTY REGIONS USED FOR THE RANKING PROCESS AND THE FOLLOWING TABLE LISTS THE HEALTH NEED RANKING RESULTS BY REGION. BRIEF DESCRIPTIONS ARE PROVIDED FOR THE TOP PRIORITY HEALTH NEEDS ACROSS JOHN MUIR HEALTH'S CONTRA COSTA COUNTY AND ALAMEDA COUNTY SERVICE AREAS.BEHAVIORAL HEALTH: BEHAVIORAL HEALTH WHICH INCLUDES MENTAL HEALTH, EMOTIONAL AND PSYCHOLOGICAL WELL-BEING, ALONG WITH THE ABILITY TO COPE WITH NORMAL, DAILY LIFE AFFECTS A PERSON'S PHYSICAL WELL-BEING, ABILITY TO WORK AND PERFORM WELL IN SCHOOL AND TO PARTICIPATE FULLY IN FAMILY AND COMMUNITY ACTIVITIES. BEHAVIORAL HEALTH ALSO COVERS SUBSTANCE ABUSE, WHICH IMPACTS MANY ASPECTS OF HEALTH. BEHAVIORAL HEALTH AND THE MAINTENANCE OF GOOD PHYSICAL HEALTH ARE CLOSELY RELATED; COMMON MENTAL HEALTH DISORDERS SUCH AS DEPRESSION AND ANXIETY CAN AFFECT ONE'S ABILITY FOR SELF-CARE WHILE CHRONIC DISEASES CAN LEAD TO NEGATIVE IMPACTS ON MENTAL HEALTH. AMONG CONTRA COSTA COUNTY KEY INFORMANTS AND FOCUS GROUP PARTICIPANTS IDENTIFYING BEHAVIORAL HEALTH AS A PRIORITY, MOST REPORTED THAT BEHAVIORAL HEALTH WAS OFTEN LINKED TO OTHER HEALTH NEEDS SUCH AS TRAUMA, COMMUNITY SAFETY (OVER-POLICING AND OVER-INCARCERATION IN COMMUNITIES OF COLOR), SUBSTANCE USE, ECONOMIC SECURITY CHALLENGES, AND HOMELESSNESS. MENTAL HEALTH PROVIDERS ARE LESS AVAILABLE IN CONTRA COSTA COUNTY WHEN COMPARED TO THE CA AVERAGE (339 VERSUS 352 PER 100,000 POPULATION). HOUSING AND HOMELESSNESS: THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DEFINES HOUSING AS AFFORDABLE WHEN IT COSTS NO MORE THAN 30 % OF A HOUSEHOLD'S INCOME. THE EXPENDITURE OF GREATER SUMS CAN RESULT IN THE HOUSEHOLD BEING UNABLE TO AFFORD OTHER NECESSITIES SUCH AS FOOD, CLOTHING, TRANSPORTATION, AND MEDICAL CARE. THE PHYSICAL CONDITION OF A HOME, ITS NEIGHBORHOOD, AND THE COST OF RENT OR MORTGAGE ARE STRONGLY ASSOCIATED WITH THE HEALTH, WELLBEING, EDUCATIONAL ACHIEVEMENT, AND ECONOMIC SUCCESS OF THOSE WHO LIVE INSIDE. HOMELESSNESS IS CORRELATED WITH POOR HEALTH: POOR HEALTH CAN LEAD TO HOMELESSNESS AND HOMELESSNESS IS ASSOCIATED WITH GREATER RATES OF PREVENTABLE DISEASES, LONGER HOSPITAL STAYS, AND GREATER RISK OF PREMATURE DEATH. CONTRA COSTA COUNTY KEY INFORMANTS AND FOCUS GROUP PARTICIPANTS WHO IDENTIFIED HOUSING AND HOMELESSNESS AS A PRIORITY HEALTH NEED DISCUSSED HOW HOUSING CHALLENGES INFLUENCE OTHER HEALTH NEEDS BY INCREASING ECONOMIC AND FOOD INSECURITY, AND UNHEALTHY BEHAVIORS THAT EXACERBATE CHRONIC DISEASE AND DISABILITY.
CONTINUED... ECONOMIC SECURITY: FACTORS CONTRIBUTING TO ECONOMIC SECURITY CHALLENGES IDENTIFIED IN CONTRA COSTA COUNTY KEY INFORMANT INTERVIEWS AND FOCUS GROUPS INCLUDED: INSUFFICIENT VOCATIONAL TRAINING, LIMITED LIVING WAGE JOBS, AND LACK OF CLEAR COMMUNICATION ON AVAILABILITY OF/REGISTRATION FOR EXISTING INCOME/EMPLOYMENT SUPPORTS. THEY REPORTED THAT THESE ECONOMIC SECURITY CHALLENGES EXACERBATE A VARIETY OF ISSUES FOR CONTRA COSTA COUNTY RESIDENTS, SUCH AS HOUSING, ACCESS TO HEALTHCARE, UNHEALTHY BEHAVIORS THAT PROMOTE CHRONIC DISEASE AND DISABILITY, FOOD INSECURITY, MENTAL HEALTH ISSUES AND SUBSTANCE USE. STRUCTURAL RACISM: STRUCTURAL RACISM REFERS TO SOCIAL, ECONOMIC AND POLITICAL SYSTEMS AND INSTITUTIONS THAT PERPETUATE RACIAL INEQUITIES THROUGH POLICIES, PRACTICES AND NORMS. STRUCTURAL RACISM IS EMBEDDED IN MANY HEALTH NEEDS. CENTURIES OF STRUCTURAL RACISM HAVE FUELED ENDURING HEALTH INEQUITIES. THE LEGACIES OF RACIAL DISCRIMINATION AND ENVIRONMENTAL INJUSTICE ARE REFLECTED IN STARK DIFFERENCES IN HEALTH OUTCOMES AND LIFE EXPECTANCY FOR BLACK/AFRICAN AMERICAN, LATINO/LATINX, INDIGENOUS, AND PEOPLE OF COLOR. STRUCTURAL RACISM WAS A MAJOR NEED IDENTIFIED BY KEY INFORMANTS AND FOCUS GROUP PARTICIPANTS IN CONTRA COSTA AND ALAMEDA COUNTIES. IN CONTRA COSTA COUNTY, SEVERAL KEY INFORMANTS AND FOCUS GROUP PARTICIPANTS DESCRIBED HOW STRUCTURAL RACISM RESULTS IN LIMITED HEALTHCARE ACCESS AND DELIVERY, WORSE QUALITY OF SERVICES RECEIVED, DECREASED SENSE OF COMMUNITY AND FAMILY SAFETY, AND HIGHER RATES OF TRAUMA AND MENTAL HEALTH DISORDERS FOR PEOPLE OF COLOR COMPARED TO WHITE RESIDENTS. HEALTHCARE ACCESS AND DELIVERY: ACCESS TO COMPREHENSIVE, QUALITY HEALTHCARE HAS A PROFOUND EFFECT ON HEALTH AND QUALITY OF LIFE. COMPONENTS OF ACCESS TO AND DELIVERY OF CARE INCLUDE: INSURANCE COVERAGE, ADEQUATE NUMBERS OF PRIMARY AND SPECIALTY CARE PROVIDERS, HEALTHCARE TIMELINESS, QUALITY AND TRANSPARENCY, MULTI-LINGUISTIC CAPACITY, AND CULTURAL COMPETENCE/CULTURAL HUMILITY. LIMITED ACCESS TO HEALTHCARE AND COMPROMISED HEALTHCARE DELIVERY NEGATIVELY AFFECTS HEALTH OUTCOMES AND QUALITY OF LIFE. COMMUNITY AND FAMILY SAFETY: SAFE COMMUNITIES PROMOTE COMMUNITY COHESION, ECONOMIC DEVELOPMENT, AND OPPORTUNITIES TO BE ACTIVE WHILE REDUCING UNTIMELY DEATHS AND SERIOUS INJURIES. CRIME, VIOLENCE, AND INTENTIONAL INJURY ARE RELATED TO POORER PHYSICAL AND MENTAL HEALTH OUTCOMES. CHILDREN AND ADOLESCENTS EXPOSED TO VIOLENCE ARE AT RISK FOR POORER LONG-TERM BEHAVIORAL AND MENTAL HEALTH OUTCOMES. TWO KEY MEASURES OF COMMUNITY SAFETY, VIOLENT CRIME AND INJURY DEATHS, WERE SUBSTANTIALLY HIGHER IN ALAMEDA COUNTY THAN THE CA AVERAGE. KEY INFORMANTS IN CONTRA COSTA AND ALAMEDA COUNTIES IDENTIFIED SYSTEMIC RACISM AS NEGATIVELY IMPACTING COMMUNITY SAFETY.FOOD SECURITY: FOOD INSECURITY IS THE LACK OF CONSISTENT ACCESS TO ENOUGH FOOD FOR AN ACTIVE, HEALTHY LIFE. FOOD INSECURITY ENCOMPASSES: ANXIETY ABOUT FOOD INSUFFICIENCY, HOUSEHOLD FOOD SHORTAGES, REDUCED QUALITY, VARIETY, OR DESIRABILITY OF FOOD, DIMINISHED NUTRIENT INTAKE, AND DISRUPTED EATING PATTERNS. SEVERAL CONTRA COSTA COUNTY FOCUS GROUP PARTICIPANTS STATED THAT ACCESSING FRESH PRODUCE AND HEALTHY FOOD OPTIONS IS DIFFICULT THROUGHOUT THE COUNTY, REPORTING THAT STORES STOCKING HEALTHY FOODS ARE NOT IN WALKING DISTANCE FOR MOST RESIDENTS AND REQUIRE A CAR OR PUBLIC TRANSPORTATION TO ACCESS.
CONTINUED... EDUCATION: THE LINK BETWEEN EDUCATION AND HEALTH IS WELL-KNOWN. THOSE WITH HIGHER LEVELS OF EDUCATION ARE MORE LIKELY TO BE HEALTHIER AND LIVE LONGER. PRE-SCHOOL EDUCATION IS POSITIVELY ASSOCIATED WITH READINESS FOR AND SUCCESS IN SCHOOL, AS WELL AS LONG-TERM ECONOMIC BENEFITS FOR INDIVIDUALS AND SOCIETY, INCLUDING GREATER EDUCATIONAL ATTAINMENT, HIGHER INCOME, AND LOWER ENGAGEMENT IN DELINQUENCY AND CRIME. INDIVIDUALS WITH AT LEAST A HIGH SCHOOL DIPLOMA DO BETTER ON A NUMBER OF MEASURES THAN HIGH SCHOOL DROPOUTS: INCOME, HEALTH OUTCOMES, LIFE SATISFACTION, AND SELF-ESTEEM. WEALTH AMONG FAMILIES IN WHICH THE HEAD OF HOUSEHOLD HAS A HIGH SCHOOL DIPLOMA IS 10 TIMES HIGHER THAN THAT OF FAMILIES IN WHICH THE HEAD OF HOUSEHOLD DROPPED OUT OF HIGH SCHOOL. TRANSPORTATION: WITHOUT RELIABLE AND SAFE TRANSPORTATION, INDIVIDUALS STRUGGLE TO MEET BASIC NEEDS SUCH AS EARNING AN INCOME, ACCESSING HEALTHCARE, AND SECURING FOOD. TRANSPORTATION INFRASTRUCTURE FAVORS INDIVIDUAL CAR USE, WHICH IS ASSOCIATED WITH A NUMBER OF ADVERSE CONSEQUENCES, INCLUDING MOTOR VEHICLE INJURIES AND DEATHS, THE EXPENSES OF OWNING A VEHICLE, AND GREENHOUSE GAS EMISSIONS WHICH ARE A RISK FACTOR FOR HEART DISEASE, STROKE, ASTHMA, AND CANCER. FOR HOUSEHOLDS WITHOUT ACCESS TO A CAR, INCLUDING MANY LOW-INCOME INDIVIDUALS AND PEOPLE OF COLOR, WALKING, BIKING AND USING PUBLIC TRANSPORTATION PROVIDE CRITICAL LINKS TO JOBS AND ESSENTIAL SERVICES AND PROMOTE EXERCISE AND SOCIAL COHESION. CONTRA COSTA COUNTY KEY INFORMANTS AND FOCUS GROUP PARTICIPANTS IDENTIFYING TRANSPORTATION AS A HEALTH NEED DESCRIBED HOW INADEQUATE TRANSPORTATION PRESENTS BARRIERS TO ACCESSING HEALTHCARE AND A NUMBER OF HEALTH RELATED ACTIVITIES OF DAILY LIVING, INCLUDING: ACCESS TO GROCERY STORES SELLING HEALTHY FOOD, ABILITY TO GET CHILDREN TO/FROM SCHOOL, ACCESS TO COMMUNITY EVENTS, AND ABILITY TO COMMUTE TO A LIVING WAGE JOB. HEALTH NEEDS JOHN MUIR HEALTH WILL ADDRESS ACROSS ITS SERVICE AREA DURING 2023-2025 ARE:1. STRUCTURAL RACISM (AN OVERARCHING NEED THAT CUTS ACROSS ALL OTHER HEALTH NEEDS) 2. HEALTHCARE ACCESS AND DELIVERY 3. BEHAVIORAL HEALTH 4. HOUSING AND HOMELESSNESSV. JOHN MUIR HEALTH IMPLEMENTATION STRATEGIESJOHN MUIR HEALTH HAS IDENTIFIED EXPECTED IMPACTS, STRATEGIES, FOCUS AREAS, AND PARTNERS FOR EACH PRIORITY HEALTH NEED, AS DESCRIBED IN THE MATRICES BELOW. STRATEGY IMPLEMENTATION WILL DRAW ON JOHN MUIR HEALTH'S ORGANIZATIONAL RESOURCES (GRANTMAKING, INTERNAL PROGRAMS, JOHN MUIR HEALTH STAFF, AND OTHER ASSETS) IN COMBINATION WITH AN ARRAY OF PARTNERSHIPS AND COLLABORATIONS WITH COMMUNITY ORGANIZATIONS, STAKEHOLDERS, AND LEADERS THROUGHOUT ITS SERVICE AREA. JOHN MUIR HEALTH HAS SELECTED THE FOLLOWING NEEDS TO ADDRESS, WITH STRUCTURAL RACISM AS THE DRIVER THAT ADDRESSES ALL FOCUS AREAS. WITHIN EACH FOCUS AREA, JOHN MUIR HEALTH PLANS TO IMPLEMENT PROGRAMMING THAT ALIGNS WITH SPECIFIC PROGRAMMATIC CATEGORIES, PROMOTING HEALTH VIA MULTIFACETED APPROACHES:-WORKFORCE DEVELOPMENT -PROMOTION AND PREVENTION -DIRECT SERVICES AND TREATMENT -RESILIENCY AND SUPPORT SERVICESPRIORITY HEALTH NEED: STRUCTURAL RACISMSTRUCTURAL RACISM IS A SELECTED PRIORITY NEED THAT WILL BE INFUSED INTO STRATEGIES IMPLEMENTED TO ADDRESS ALL SELECTED HEALTH NEEDS. STRATEGIES AIMED AT ELIMINATING STRUCTURAL RACISM FOCUS ON SUPPORTING SYSTEMS CHANGE AMONG JOHN MUIR HEALTH GRANTEES AND PARTNERS (COMMUNITY-BASED NONPROFIT ORGANIZATIONS SERVING THE JOHN MUIR HEALTH SERVICE AREA) BY FINANCIALLY SUPPORTING INTERVENTIONS THAT GUIDE ADOPTION OF ANTI-RACISM POLICIES, PRACTICES, SERVICES AND RESOURCES.LONG-TERM GOAL: ELIMINATE STRUCTURAL RACISM IN ITS ENTIRETY FOR ALL COMMUNITIES. INTERMEDIATE GOALS: -INCREASE FINANCIAL SUPPORT TO ALL JOHN MUIR HEALTH COMMUNITY BENEFIT PARTNER NONPROFIT ORGANIZATIONS TO SUPPORT ADOPTION OF NEW POLICIES, PRACTICES AND SERVICES THAT ADDRESS STRUCTURAL RACISM. -INCREASE COMMUNITY-BASED NONPROFIT ORGANIZATION ACCESS TO TOOLS THAT ADDRESS STRUCTURAL RACISM.TO PROMOTE ANTI-RACISM SYSTEMS CHANGE AT THE ORGANIZATIONAL LEVEL, JOHN MUIR HEALTH WILL AWARD ALL GRANTEES ADDITIONAL FUNDING TO BE RESTRICTED TOWARDS ADDRESSING STRUCTURAL RACISM AND WILL ENGAGE EVALUATION METHODOLOGIES TO MEASURE IMPACT ACROSS THE SERVICE AREA. JOHN MUIR HEALTH WILL GUIDE AND SUPPORT SYSTEMS CHANGE BY EXTERNALIZING INTERNAL RESOURCES AND EXPERTISE FROM THE OFFICE OF BELONGING AND EQUITY, PROVIDING GRANTEE AND PARTNER ORGANIZATIONS WITH A MENU OF ISSUES/STRATEGIES TO ADDRESS/IMPLEMENT, INCLUDING: -REPRESENTATION IN BOARD OF DIRECTORS AND LEADERSHIP COMPOSITION -HIRING AND WORKFORCE DEVELOPMENT PRACTICES -DIVERSITY, EQUITY, AND INCLUSION TRAININGS OR WORKSHOPS -EMPLOYEE ENGAGEMENT OPPORTUNITIES (I.E., EMPLOYEE RESOURCE GROUPS, CULTURAL CELEBRATIONS)PRIORITY HEALTH NEED: HEALTHCARE ACCESS AND DELIVERY LONG-TERM GOAL: THE ENTIRE COMMUNITY HAS ACCESS TO APPROPRIATE CULTURALLY AND LINGUISTICALLY-ALIGNED HEALTHCARE AND HEALTHCARE SUPPORT SERVICES THAT ARE DELIVERED WITH QUALITY AND COMPASSION. INTERMEDIATE GOALS: -INCREASE ACCESS TO A DIVERSE, LINGUISTICALLY AND CULTURALLY-ALIGNED HEALTHCARE WORKFORCE. -INCREASE ACCESS TO SUBSIDIZED CARE AND FINANCIAL ASSISTANCE FOR LOW-INCOME AND UNINSURED INDIVIDUALS. -INCREASE ACCESS TO COMPREHENSIVE PRIMARY CARE, SPECIALTY CARE SERVICES, SUPPORT SERVICES, AND PREVENTION PROGRAMMING FOR LOW-INCOME, VULNERABLE, AND UNINSURED INDIVIDUALS.EXPECTED IMPACT: -INCREASED OPPORTUNITIES FOR HEALTHCARE SECTOR CAREERS FOR POPULATIONS UNDERREPRESENTED IN THE HEALTHCARE WORKFORCE. -INCREASED ACCESS TO AND USE OF COMPREHENSIVE PRIMARY CARE AND SPECIALTY CARE FOR LOW INCOME AND UNINSURED POPULATIONS. STRATEGY TO ACHIEVE THIS INCLUDES: -IMPROVED QUALITY OF CARE FOR CLIENTS OF SAFETY NET ORGANIZATIONS. -INCREASED ACCESS TO COMMUNITY-BASED HEALTH SCREENINGS AND HEALTHCARE SUPPORT SERVICESSTRATEGY TO ACHIEVE THESE GOALS INCLUDES:PROVIDING WORKFORCE DEVELOPMENT PROGRAMMING TO HIGH SCHOOL, JUNIOR COLLEGE, AND MEDICAL SCHOOL STUDENTS UNDERREPRESENTED IN HEALTHCARE CAREERS TO INCLUDE YOUNG HEALERS AND CLIMB MENTORSHIP PROGRAMS.PROVIDE SUPPORT TO THE VULNERABLE POPULATIONS CURRICULUM OF THE JOHN MUIR HEALTH FAMILY MEDICINE RESIDENCY TO ENGAGE MEDICAL RESIDENTS IN COMMUNITY-BASED SERVICES IN PARTNERSHIP WITH LOCAL NONPROFIT ORGANIZATIONS. PROVIDE CHRONIC DISEASE PREVENTION EDUCATION, SCREENING, AND CLINICAL SERVICES TO VULNERABLE ADULTS THROUGH THE DIABETES EMPOWERMENT EDUCATION PROGRAM, JOHN MUIR HEALTH MOBILE HEALTH CLINIC, AND HAPPY FEET PROGRAM. PROVIDE SCREENING PROGRAMS THROUGH EVERY WOMAN COUNTS AND THE LUNG CANCER SCREENING PROGRAM FOR LOW-INCOME ADULTS WHO ARE UNABLE TO ACCESS CARE DUE TO LACK OF INSURANCE COVERAGE.PROVIDE FINANCIAL ASSISTANCE, VIA THE JOHN MUIR HEALTH CHARITY CARE POLICY, TO SUPPORT LOW-INCOME PATIENTS BY SUBSIDIZING ALL OR A PORTION OF THEIR JOHN MUIR HEALTH MEDICAL EXPENSES. PARTICIPATE IN THE GOVERNMENT-SPONSORED MEDI-CAL PROGRAM TO PROVIDE COMPREHENSIVE INPATIENT CARE TO MEDI-CAL ENROLLEES THAT GENERATE UNPAID COSTS AT JOHN MUIR MEDICAL CENTER-WALNUT CREEK, JOHN MUIR MEDICAL CENTER-CONCORD, JOHN MUIR PHYSICIAN NETWORK, AND BEHAVIORAL HEALTH CENTER. PROVIDE COMPREHENSIVE PRIMARY CARE SERVICES, VIA THE JOHN MUIR HEALTH MOBILE HEALTH CLINIC, FOR VULNERABLE AND UNSHELTERED INDIVIDUALS WHO ARE UNABLE TO ACCESS CARE DUE TO INADEQUATE INSURANCE COVERAGE, ACCESSIBILITY OF SERVICES, OR TIMELINESS OF APPOINTMENTS. PROVIDE SPECIALTY CARE SERVICES THROUGH THE LA CLNICA/JOHN MUIR HEALTH SPECIALTY CARE PROGRAM AND OTHER SPECIALTY CARE PROGRAMS FOR ADULTS WHO ARE UNABLE TO ACCESS CARE DUE TO LACK OF INSURANCE COVERAGE. LEAD THE DENTAL COLLABORATIVE OF CONTRA COSTA COUNTY AND PROVIDE DENTAL SERVICES AND DENTAL EDUCATION, VIA RONALD MCDONALD/JOHN MUIR HEALTH MOBILE DENTAL CLINIC, FOR CHILDREN IN SCHOOLS THAT SERVE LOW-INCOME FAMILIES. PROVIDE HEALTHCARE SUPPORT SERVICES FOR CHILDREN IN SCHOOLS THAT SERVE LOW-INCOME FAMILIES THROUGH PROGRAMS SUCH AS THE JOHN MUIR HEALTH COMMUNITY SCHOOL NURSE PROGRAM. PROVIDE ACCESS TO HEALTHCARE SUPPORT SERVICES FOR VULNERABLE OLDER ADULTS THAT PROMOTE INDEPENDENT LIVING AND WELLNESS THROUGH FALL PREVENTION SAFETY TRAININGS, HOME ASSESSMENTS AND MODIFICATIONS, HEALTH EDUCATION, AND ACCESS TO ASSISTIVE TECHNOLOGIES.PRIORITY HEALTH NEED: BEHAVIORAL HEALTH LONG-TERM GOAL: THE ENTIRE COMMUNITY HAS ACCESS TO BEHAVIORAL AND MENTAL HEALTH PROGRAMMING, SUPPORT AND DIRECT SERVICES TO PROMOTE WHOLE HEALTH AND EMOTIONAL WELLNESS. INTERMEDIATE GOALS: INCREASE ACCESS TO ALTERNATIVE MENTAL HEALTH WORKFORCE TO INCLUDE COMMUNITY HEALTH WORKERS AND PROMOTORES TRAINING PROGRAMS. INCREASE ACCESS TO BEHAVIORAL AND MENTAL HEALTH SERVICES THAT PROVIDE PREVENTION, DIRECT SERVICE AND SUPPORT FOR VULNERABLE INDIVIDUALS AND FAMILIES. INCREASE VIOLENCE PREVENTION AND RESILIENCY PROGRAMMING FOR VULNERABLE COMMUNITIES.
CONTINUED... EXPECTED IMPACT-INCREASED ACCESS TO AND USE OF BEHAVIORAL AND MENTAL HEALTH SERVICES. -INCREASED ACCESS TO CULTURALLY AND LINGUISTICALLY-ALIGNED BEHAVIORAL AND MENTAL HEALTH SERVICES. -IMPROVED YOUTH RESILIENCE. -INCREASED ACCESS TO SUPPORTIVE COMMUNITY-BASED SERVICES THAT PREVENT AND MITIGATE THE IMPACTS OF VIOLENCE AND TRAUMA.STRATEGY TO ACHIEVE THESE GOALS:SUPPORT COMMUNITY HEALTH WORKER AND PROMOTORES PROGRAMS THAT OFFER TRAINING TO COMMUNITY MEMBERS TO PREVENT AND/OR REDUCE LEVELS OF STRESS, ANXIETY AND DEPRESSION IN VULNERABLE COMMUNITIES. LEAD THE RESTORATIVE JUSTICE INITIATIVE ACROSS CONTRA COSTA COUNTY SCHOOLS TO PROMOTE VIOLENCE PREVENTION AND PROVIDE TRAININGS TO SCHOOL STAFF AND ADMINISTRATION ON HOW TO RESOLVE HARM AND REDUCE CONFLICT AMONG THE SCHOOL COMMUNITY. SUPPORT PROGRAMMING THAT FOCUSES ON SOCIAL CONNECTION AMONG OLDER ADULTS TO REDUCE ISOLATION AND PROMOTE WELLBEING. PROVIDE DIRECT MENTAL HEALTH THERAPY SERVICES TO YOUTH, ADULTS AND FAMILIES WHO ARE UNABLE TO ACCESS CARE DUE TO INADEQUATE INSURANCE COVERAGE, ACCESSIBILITY OF SERVICES, OR TIMELINESS OF APPOINTMENTS. PROGRAMS INCLUDE: JOHN MUIR HEALTH BEYOND VIOLENCE, JOHN MUIR HEALTH MOBILE HEALTH CLINIC, CANCER SUPPORT SERVICES, AND SCHOOL-BASED SERVICES. LEAD THE BEYOND VIOLENCE PROGRAM AND ALL PARTNERS COLLABORATIVE TO PROVIDE HOSPITAL-BASED VIOLENCE INTERVENTION SERVICES TO INDIVIDUALS IMPACTED BY INTENTIONAL VIOLENCE AND PROMOTE RESILIENCY BY PROVIDING ROBUST COMMUNITY-BASED SUPPORT SERVICES TO INDIVIDUALS AND THEIR FAMILIES VIA PARTNERSHIPS WITH LOCAL NONPROFIT ORGANIZATIONS. PROVIDE PEER-DELIVERED SERVICES, SUPPORT GROUPS AND CONNECTION TO RESOURCES FOR VULNERABLE ADULTS DIAGNOSED WITH MENTAL ILLNESS.PRIORITY HEALTH NEED: HOUSING AND HOMELESSNESS LONG-TERM GOAL: THE ENTIRE COMMUNITY HAS ACCESS TO SAFE, HEALTHY, AND AFFORDABLE HOUSING. INTERMEDIATE GOALS: -INCREASE SUPPORT OF THE HOUSING NAVIGATORS WORKFORCE AND EMPLOYMENT OPPORTUNITIES TO COMMUNITIES PRONE TO HOMELESSNESS. -INCREASE ACCESS TO HOMELESSNESS PREVENTION RESOURCES TO LOW-INCOME AND VULNERABLE COMMUNITIES. -INCREASE ACCESS TO HOUSING RESOURCES AND SUPPORT SERVICES TO PROVIDE UNSHELTERED INDIVIDUALS AND FAMILIES WITH ACCESS TO TRANSITIONAL SUPPORTIVE HOUSING, RESPITE CARE AND RECUPERATIVE HOUSING, PERMANENT SUPPORTIVE HOUSING, AND ULTIMATELY INDEPENDENT PERMANENT AFFORDABLE HOUSING. -INCREASE FOOD SECURITY AND DECREASE THE FOOD COST BURDEN FOR LOW-INCOME FAMILIES TO FREE UP FUNDS TO COVER HOUSING COSTS.EXPECTED IMPACT:-INCREASED NUMBER OF COMMUNITY MEMBERS WITH STABLE HOUSING. -INCREASED ACCESS TO HOUSING SERVICES FOR COMMUNITY MEMBERS WHO ARE UNHOUSED AND AT RISK OF BECOMING UNHOUSED. -INCREASED COMMUNITY OUTREACH AND AWARENESS OF HOUSING RESOURCES. -INCREASED CONSISTENT ACCESS TO HEALTHY FOOD FOR LOWINCOME AND UNHOUSED INDIVIDUALS.STRATEGIES TO ACHIEVE THESE GOALS INCLUDES:PROVIDE SUPPORT TO HOUSING NAVIGATOR WORKFORCE PROGRAMS. PROVIDE SUPPORT TO EMPLOYMENT PROGRAMS THAT DIRECTLY IMPACT COMMUNITIES PRONE TO HOMELESSNESS. PROVIDE HOMELESSNESS PREVENTION SERVICES AND EMERGENCY FUNDING TO HOUSING INSECURE INDIVIDUALS AND FAMILIES TO ENSURE THAT COMMUNITY MEMBERS MAINTAIN STABLE HOUSING. PROVIDE CONNECTION TO RESPITE CARE AND RECUPERATIVE HOUSING FOR HOMELESS PATIENTS DISCHARGED FROM LOCAL HOSPITALS, INCLUDING JOHN MUIR HEALTH. PROVIDE CONNECTION TO TRANSITIONAL SUPPORTIVE HOUSING FOR INDIVIDUALS AND FAMILIES WHO ARE IN RECOVERY FROM ALCOHOL AND OTHER SUBSTANCES. PROVIDE CONNECTION TO PERMANENT SUPPORTIVE AND AFFORDABLE HOUSING FOR HOMELESS INDIVIDUALS AND FAMILIES. PROVIDE SUPPORT SERVICES TO UNHOUSED INDIVIDUALS AND FAMILIES TO INCLUDE: FOOD, SHOWER AND LAUNDRY FACILITIES, CLOTHING, EMPLOYMENT ASSISTANCE AND CONNECTION TO ADDITIONAL SUPPORT SERVICES. SUPPORT COMMUNITY OUTREACH AND AWARENESS-BUILDING OF HOUSING RESOURCES AVAILABLE TO THE COMMUNITY. SUPPORT FOOD ACCESS PROGRAMMING TO PROVIDE NUTRITIOUS FOODS, INCLUDING FRESH PRODUCE, FOR UNHOUSED AND LOW-INCOME INDIVIDUALS, FAMILIES AND COMMUNITIES.JOHN MUIR HEALTH WILL NOT ADDRESS THE FOLLOWING HEALTH NEEDS:1. ECONOMIC SECURITY2. COMMUNITY AND FAMILY SAFETY3. FOOD SECURITY4. EDUCATION5. TRANSPORTATIONJMH RECOGNIZES THE IMPORTANCE OF EACH OF THE PRIORITIZED COMMUNITY HEALTH NEEDS. HOWEVER, JMH'S EXPERIENCE IS THAT OUR INVESTMENTS COULD HAVE THE MOST IMPACT ON COMMUNITY HEALTH BY FOCUSING RESOURCES ON THE SELECTED COMMUNITY HEALTH NEEDS. THEREFORE, THE COMMUNITY BENEFIT OVERSIGHT COMMITTEE DECIDED TO ADDRESS THE COMMUNITY HEALTH NEEDS THAT ARE ALIGNED WITH OUR MISSION, LEVERAGE JMH'S EXPERTISE, AND HAVE FEASIBLE INTERVENTIONS AND PARTNERS FOR SCALABLE IMPACT.THE SELECTED HEALTH NEEDS DO NOT REPRESENT EVERYTHING JOHN MUIR HEALTH DOES TO IMPROVE COMMUNITY HEALTH. FOR THOSE NEEDS NOT SELECTED, GENERALLY, JOHN MUIR DOES NOT HAVE THE EXPERTISE OR CAPACITY TO ADDRESS THE NEED; HOWEVER, THERE ARE AREAS OF OVERLAP WITH CURRENT COMMUNITY BENEFIT STRATEGIES. FOR EXAMPLE, WHILE FOOD SECURITY WAS NOT EXPLICITLY SELECTED AS A PRIORITIZED NEED, JOHN MUIR HEALTH CONTINUE TO SUPPORT AND DONATE TO LOCAL FOOD BANKS. IN ADDITION, WHILE TRANSPORTATION WAS NOT CHOSEN, JOHN MUIR HEALTH WILL SUPPORT TRANSPORTATION INITIATIVES THAT DECREASE ISOLATION AMONG VULNERABLE SENIORS AND INCREASE ACCESS TO HEALTH AND SUPPORT SERVICES AMONG VULNERABLE INDIVIDUALS.JOHN MUIR HEALTH REMAINS DEDICATED TO BEING A LEADER IN BUILDING A HEALTHIER COMMUNITY. BY LISTENING, ENGAGING AND COLLABORATING WITH SERVICE AREA COMMUNITIES, JOHN MUIR HEALTH IS COMMITTED TO CREATING A NETWORK OF HEALTH AND WELLNESS SERVICES AND SUPPORT. THIS 2023-2025 COMMUNITY HEALTH IMPLEMENTATION STRATEGY WAS ADOPTED BY JOHN MUIR HEALTH'S BOARD OF DIRECTORS ON DECEMBER 14, 2022.
PART V, SECTION B, LINE 13B INCOME LEVEL OTHER THAN FPGOTHER CRITERIA USED IS BASED ON THE PATIENT'S ELIGIBILITY FOR LOW-INCOME PROGRAMS THAT HAVE THE SAME OR MORE STRICT (LOWER) INCOME CRITERIA AS THE JOHN MUIR HEALTH CHARITY CARE PROGRAM. THIS INCLUDES PATIENTS WHO ARE QUALIFIED WITH SIX MONTHS OF THE DATE OF SERVICE FOR THE CALIFORNIA MEDICAID (MEDI-CAL) PROGRAM, OR FOR THE COUNTRY'S MEDICALLY INDIGENT PROGRAM. ADDITIONALLY, THE ORGANIZATION USES ESTIMATED FEDERAL POVERTY GUIDELINES DEVELOPED BY A CONTRACTED THIRD PARTY. THE THIRD PARTY DEVELOPED AN ALGORITHM BASED ON ESTIMATED HOUSEHOLD INCOME, WHICH IS THEN TRANSLATED INTO FPG FOR THE HOUSEHOLD.
PART V, SECTION B, LINE 16A THE FAP IS WIDELY AVAILABLE AT THE FOLLOWING URL: HTTPS://WWW.JOHNMUIRHEALTH.COM/PATIENTS-AND-VISITORS/PAYMENT-AND-INSURANCE/PATIENT-FINANCIAL-ASSISTANCE-PROGRAM.HTML
PART V, SECTION B, LINE 16B THE FAP APPLICATION FORM IS WIDELY AVAILABLE AT THE FOLLOWING URL: HTTPS://WWW.JOHNMUIRHEALTH.COM/PATIENTS-AND-VISITORS/PAYMENT-AND-INSURANCE/PATIENT-FINANCIAL-ASSISTANCE-PROGRAM.HTML
PART V, SECTION B, LINE 16C A PLAIN LANGUAGE SUMMARY OF THE FAP IS WIDELY AVAILABLE AT THE FOLLOWING URL: HTTPS://WWW.JOHNMUIRHEALTH.COM/PATIENTS-AND-VISITORS/PAYMENT-AND-INSURANCE/PATIENT-FINANCIAL-ASSISTANCE-PROGRAM.HTML
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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?  
Name and address Type of Facility (describe)
1
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
PART I, LINE 3C: ELIGIBILITY CRITERIA USED FOR DETERMINING FREE OR DISCOUNTED CARETHE MAJORITY OF CHARITY CARE IS GIVEN BASED EITHER IN THE FEDERAL POVERTY GUIDELINES ("FPG") AS CALCULATED FROM DOCUMENTATION AND STATEMENTS MADE ON THE INTERNAL JOHN MUIR HEALTH CHARITY CARE APPLICATION, OR ON THE FPG AS ESTIMATED BY A CONTRACTED THIRD PARTY. THE THIRD PARTY HAD DEVELOPED AN ALGORITHM BASED ON ESTIMATED HOUSEHOLD INCOME, WHICH IS THEN TRANSLATED INTO FPG FOR THE HOUSEHOLD. JOHN MUIR HEALTH HAS NO INPUT INTO THE CRITERIA USED FOR THE ALGORITHM, WHICH IS THE SAME CALCULATION USED BY THE CONTRACTED THIRD PARTY FOR ALL OF THEIR CLIENTS NATIONWIDE.OTHER CRITERIA USED IS BASED ON THE PATIENT'S ELIGIBILITY FOR LOW-INCOME PROGRAMS THAT HAVE THE SAME OR MORE STRICT (LOWER) INCOME CRITERIA AS THE JOHN MUIR HEALTH CHARITY CARE PROGRAM. THIS INCLUDES PATIENTS WHO ARE QUALIFIED WITH SIX MONTHS OF THE DATE OF SERVICE FOR THE CALIFORNIAMEDICAID (MEDI-CAL) PROGRAM, OR FOR THE COUNTY'S MEDICALLY INDIGENT PROGRAM.IN ADDITION TO FORMAL QUALIFICATION IN A RECOGNIZED PROGRAM SERVING THE LOW-INCOME AND INDIGENT POPULATION, CHARITY CARE IS ALSO EXTENDED TO PATIENTS SEEN IN OUR EMERGENCY DEPARTMENTS AND WHO HAVE BEEN DOCUMENTED IN THE MEDICAL RECORDS AS BEING HOMELESS, OR HAVE A LACK OF HOUSING. CHARITY CARE IS ALSO APPLIED TO OUTSTANDING BALANCE FOR EMERGENCY SERVICES RENDERED TO DOCUMENTED MINOR AND ELDERLY VICTIMS OF ABUSE, BASED ON COMPASSION AS JOHN MUIR HEALTH HAS NO KNOWLEDGE OF THE CURRENT HOME ENVIRONMENT OF THESE PATIENTS. WE ALSO HAVE A PARTNERSHIP WITH A COMMUNITY PROGRAM, OPERATION ACCESS, WHICH SERVES THE LOW-INCOME INDIVIDUALS IN OUR COUNTY, TO PROVIDE FREE CARE ON A REFERRED, CASE-BY-CASE BASIS. OPERATION ACCESS HAS ALREADY PERFORMED THE SCREENING OF THEIR REFERRED PATIENTS FOR INCOME ELIGIBILITY.JMH CONTINUED A PARTNERSHIP WITH LA CLINICA DE LA RAZA TO PROVIDE SPECIALTY CARE FOR UNINSURED AND LOW INCOME PATIENTS. LA CLINICA DE LA RAZA HAS ALREADY PERFORMED SCREENING OF THEIR REFERRED PATIENTS FOR INCOME ELIGIBILITY.PART 1, LINE 4MEDICALLY INDIGENT CAREWE PROVIDE HEALTH CARE TO THE MOST VULNERABLE INDIVIDUALS OF OUR COMMUNITY REGARDLESS OF THEIR ABILITY TO PAY THROUGH OUR MEDICAL CENTERS IN WALNUT CREEK AND CONCORD. THIS INCLUDES THE CRITICAL EMERGENCY AND TRAUMA SERVICES AT OUR MEDICAL CAMPUSES.JOHN MUIR HEALTH HAS A NUMBER OF PROGRAMS TO HELP OUR PATIENTS WITH THEIR MEDICAL BILLS FOR SERVICES THEY RECEIVE AT ONE OF OUR MEDICAL CENTERS. THESE PROGRAMS INCLUDE A PATIENT ASSISTANCE PROGRAM TO ABSORB PART, OR ALL, OF THE BILL BASED ON INCOME AND OTHER PROGRAM GUIDELINES, ASSISTANCE ENROLLING IN A NUMBER OF INSURANCE PROGRAMS, AND EXTENDED PAYMENT PLANS. JOHN MUIR HEALTH MAY ALSO ASSIGN ACCOUNTS TO PRESUMPTIVE CHARITY, WITHOUT A PATIENT ASSISTANCE APPLICATION SUBMITTED BY THE PATIENT, BASED ON PREDETERMINED CRITERIA COLLECTED FROM APPROVED SOURCES. THIS CRITERIA INCLUDES:THE PATIENT HAVING DOCUMENTED IN HIS/HER MEDICAL RECORD AS BEING HOMELESS OR VERIFICATION RECEIVED THROUGH THE MEDICAL CENTER OR A FAMILY MEMBER THAT THE PATIENT IS CURRENTLY INCARCERATEDORTHE PATIENT QUALIFIES FOR A GOVERNMENT PROGRAM WITH ELIGIBILITY REQUIREMENTS THAT REASONABLY MEET THE QUALIFICATIONS FOR THE JOHN MUIR HEALTH CHARITY CARE PROGRAM WITHIN SIX (6) MONTHS OF THE DATE THE PATIENT RECEIVED SERVICES AT THE MEDICAL CENTER.ORAFTER NORMAL COLLECTION EFFORTS HAVE NOT PRODUCED ANY PAYMENT, AND JOHN MUIR HEALTH HAS IDENTIFIED WITH REASONABLE EFFORT AND ASSURANCE THAT THE PATIENT'S ESTIMATED INCOME IS AT 250 PERCENT OR LESS OF THE FPL (FEDERAL POVERTY LEVEL).
PART I, LINE 6A: COMMUNITY BENEFIT REPORTALL JOHN MUIR HEALTH ENTITIES (WALNUT CREEK CAMPUS, CONCORD CAMPUS AND BEHAVIORAL HEALTH) REPORT COMMUNITY BENEFIT INFORMATION AS PART OF THE JOHN MUIR HEALTH ANNUAL COMMUNITY BENEFIT REPORT.
PART I, LINE 7: FINANCIAL ASSISTANCE POLICYJOHN MUIR HEALTH HAS ADOPTED THE GUIDELINES DEVELOPED BY THE CATHOLIC HEALTHCARE ASSOCIATION AND VHA INC. FOR REPORTING THE ECONOMIC VALUE OF ITS COMMUNITY BENEFITS CONTRIBUTIONS.PART I, LINE 7, COLUMN (F)FINANCIAL ASSISTANCE PERCENT OF TOTAL EXPENSETHE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25(A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $34,239,522
PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY BUILDING ACTIVITIESJOHN MUIR HEALTH'S COMMUNITY BUILDING PROGRAMS AND ACTIVITIES ADDRESS SOCIOECONOMIC BARRIERS TO OPTIMAL PHYSICAL AND MENTAL HEALTH SUCH AS JOBS, EDUCATION, POVERTY, LANGUAGE, CULTURE, RACE, ETHNICITY, TRANSPORTATION, ETC. MANY OF OUR COMMUNITY BUILDING ACTIVITIES ALSO MEET THE DEFINITION OF COMMUNITY BENEFIT. IN 2022, WE PROVIDED SUPPORT TO ORGANIZATIONS WHOSE MISSION IS TO ADDRESS UNDERLYING CAUSES OF HEALTH PROBLEMS THROUGH EVENT SPONSORSHIP. LASTLY, JOHN MUIR HEALTH WORKS WITH A WIDE RANGE OF ORGANIZATIONS TO SUPPORT GREATER EXPOSURE OF YOUTH TO HEALTH CAREERS THROUGH A SPEAKER'S BUREAU, HEALTH CAREER FAIRS, WORKSHOPS, PRESENTATIONS AND HANDS ON LEARNING OPPORTUNITIES IN THE FOLLOWING AREAS:1. REGISTERED NURSING2. MEDICAL ASSISTANTS3. MEDICAL IMAGING TECHNOLOGY4. SONOGRAPHERS5. CLINICAL LAB SCIENTIST6. PHARMACIST AND PHARMACY TECHS7. THERAPIST/PHYSICAL, OCCUPATIONAL AND SPEECH8. ENGINEERING AND BIO ENGINEERING9. NUTRITION SERVICES/DIETITIANS AND CHEFS10. INFORMATION TECHNOLOGY11. HEALTHCARE ADMINISTRATION12. FAMILY MEDICINE PHYSICIANS13. EMERGENCY SERVICES/ER TECHS, PHYSICIANS AND NURSINGSPARTNERS:1. EAST COUNTY BUSINESS EDUCATION ALLIANCE2. CONTRA COSTA ECONOMIC PARTNERSHIP (CCEP) TO HELP REACH UNDERSERVED POPULATION.3. JEWISH VOCATION SERVICES (JVS) - DISPLACED WORKER TRAINING TO GET BACK IN THE WORKFORCE4. CALIFORNIA HOSPITAL ASSOCIATION WORKFORCE COMMITTEE5. BAY AREA COUNCIL6. EAST BAY HEALTH WORKFORCE PARTNERSHIPSTUDENTS:1. 17 HIGH SCHOOLS AND HEALTH ACADEMIES2. 14 UNIVERSITIES3. 9 STATE COLLEGES4. 8 JUNIOR COLLEGES5. 7 PRIVATE COLLEGES
PART III, LINE 2: BAD DEBT EXPENSEBAD DEBT IS DETERMINED USING THE COST-TO-CHARGE METHODOLOGY. THE ORGANIZATION DOES NOT INCLUDE BAD DEBT IN COMMUNITY BENEFIT.
PART III, LINE 4: FINANCIAL STATEMENT FOOTNOTETHE ORGANIZATION DOES NOT ISSUE SEPARATE, INDEPENDENT AUDITED FINANCIAL STATEMENTS. THE ORGANIZATION IS INCLUDED IN THE JOHN MUIR HEALTH AND SUBSIDIARIES CONSOLIDATED, INDEPENDENT AUDITED FINANCIAL STATEMENTS.
PART III, LINE 8: SHORTFALL TREATED AS COMMUNITY BENEFITTHE ORGANIZATION DOES NOT TREAT MEDICARE SHORTFALL AS COMMUNITY BENEFIT. THE COST TO CHARGE RATIOS USED TO COMPUTE THE MEDICARE SHORTFALLS ARE FROM THE 2021 MEDICARE COST REPORT FILED WITH THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS).
PART III, LINE 9B: COLLECTION PRACTICESOTHER THAN SENDING STATEMENTS AND NOTIFICATIONS TO THE PATIENT, JOHN MUIR HEALTH DOES NOT CONDUCT PATIENT-OWED COLLECTION INTERNALLY. THESE TYPES OF FUNCTIONS ARE OUTSOURCED TO AN OUTSIDE AGENCY. THE COLLECTION POLICY IS IN THE FORM OF, AND INCORPORATED INTO, THE CONTRACT AGREEMENT WITH THE OUTSIDE AGENCY AS A FULL ADDENDUM TO THE CONTRACT, WITH A SEPARATESIGNATURE LINE FOR JOHN MUIR HEALTH AND THE AGENCY AS PART OF THE ADDENDUM. IN ADDITION TO THE CUSTOMIZED JOHN MUIR HEALTH COLLECTION GUIDELINES, THE ADDENDUM ALSO CONTAINS THE COLLECTION CRITERIA AND REQUIREMENTS FOUND IN CALIFORNIA LAW UNDER ASSEMBLY BILL 774.
PART VI, LINE 2: NEEDS ASSESSMENTTHE 2022 HEALTH NEEDS ASSESSMENT INCLUDES A COMPREHENSIVE NEEDS ASSESSMENT OF THE COMMUNITY SERVED, WHICH HAS BEEN USED TO DEVELOP OUR ANNUAL AND TRIENNIAL COMMUNITY BENEFIT PLANS. FOR MORE INFORMATION, THE CHNA REPORT AND IMPLEMENTATION STRATEGY (A.K.A. COMMUNITY HEALTH IMPROVEMENT PLAN) CAN BE FOUND HERE:HTTPS://WWW.JOHNMUIRHEALTH.COM/ABOUT-JOHN-MUIR-HEALTH/COMMUNITY-COMMITMENT/COMMUNITY-HEALTH-ALLIANCE.HTMLIN ADDITION TO THE CHNA, JMH IS CONTINUALLY ASSESSING THE NEEDS OF THE COMMUNITY IN A VARIETY OF WAYS. JOHN MUIR HEALTH DEVELOPS COLLABORATIVE PARTNERSHIPS WITH LOCAL ORGANIZATIONS IN ORDER TO BE RESPONSIVE TO THE NEEDS OF THE MOST VULNERABLE AND UNDERSERVED POPULATIONS IN OUR COMMUNITY. JOHN MUIR HEALTH KEPT ABREAST OF CURRENT HEALTH ISSUES OF IMPORTANCE TO THE COMMUNITY BY ACTIVE PARTICIPATION AND COMMUNICATION WITH A VARIETY OF COMMUNITY GROUPS INCLUDING BUT NOT LIMITED TO: DENTAL COLLABORATIVE OF CONTRA COSTA, ACCESS TO CARE STAKEHOLDERS, EAST COUNTY ACCESS ACTION TEAM, HEALTHY AND ACTIVE BEFORE FIVE, FAMILIES COALITION FOR ACTIVITY AND NUTRITION, MOBILE HEALTH CLINIC ASSOCIATION, NORTHERN CALIFORNIA ROUNDTABLE, AND THE EAST COUNTY HEALTH AND WEALTH INITIATIVE. THESE SOURCES OF INFORMATION PROVIDE CURRENT INFORMATION REGARDING COMMUNITY HEALTH STATUS AND ALSO HELP IDENTIFY EMERGING NEEDS IN THE SERVICE AREA POPULATION.
PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCEJOHN MUIR HEALTH HAS SIGNAGE POSTED IN PATIENT ACCESS AREA/LOBBIES INFORMING PATIENTS OF THE AVAILABILITY OF FINANCIAL ASSISTANCE FOR THEIR HEALTH CARE BILLS AND ELIGIBILITY. SERVICES TO AID THE PATIENT IN QUALIFYING FOR AN APPROPRIATE ASSISTANCE PROGRAM IS POSTED IN THE EMERGENCY DEPARTMENT.ALL PATIENTS RECEIVE A "PATIENT ASSISTANCE" BROCHURE, WHICH IDENTIFIES VARIOUS FINANCIAL ASSISTANCE PROGRAMS AVAILABLE TO THE PATIENT, INCLUDING THE JOHN MUIR HEALTH CHARITY CARE PROGRAM AS WELL AS PROGRAMS THROUGH GOVERNMENT AGENCIES (STATE, COUNTY, ETC). THE BROCHURE ALSO LISTS CONTACT INFORMATION FOR THESE PROGRAMS. PATIENTS IN THE EMERGENCY DEPARTMENT TALK TO A TRAINED FINANCIAL COUNSELOR, AND IF APPROPRIATE, ARE ALSO ASKED TO SIGN A FORM ACKNOWLEDGING RECEIPT OF THE PATIENT ASSISTANCE MATERIALS OR DECLINING TO ACCEPT THE MATERIAL. TRAINED FINANCIAL COUNSELORS ARE ALSO AVAILABLE FOR PATIENTS WHO ARE NOT PRESENT FOR SERVICES THROUGH THE EMERGENCY DEPARTMENT. THE APPLICATION FORM AND A COPY OF THE POLICY FOR THE JOHN MUIR HEALTH CHARITY CARE PROGRAM IS ALSO AVAILABLE IN THE EMERGENCY DEPARTMENT AS WELL AS THE MAJOR PATIENT ACCESS AREAS AND THE BUSINESS OFFICE.NOTIFICATIONS THAT PROGRAMS, INCLUDING CHARITY CARE, ARE AVAILABLE ISALSO PRINTED ON PATIENT BILLING STATEMENTS, ACCOMPANIED BY THE ABILITY FOR A PATIENT TO REQUEST THE VARIOUS PROGRAM MATERIALS BE SENT TO HIS/HER HOME. CONTACT INFORMATION IS ALSO LISTED IN THE PATIENT STATEMENT. INFORMATION IN THE HEALTH SYSTEM'S CHARITY CARE PROGRAM IS POSTED ON THE JOHN MUIR HEALTH INTERNET WEBSITE AS WELL.PATIENTS ADMITTED TO THE HOSPITAL, AND WHO HAVE NO THIRD PARTY INSURANCE LISTED ARE INTERVIEWED BY TRAINED FINANCIAL COUNSELORS DURING THEIR HOSPITAL STAY TO INFORM THEM OF THE VARIOUS PROGRAMS WHICH ARE AVAILABLE, AND DETERMINE IF THE PATIENT WOULD LIKE ASSISTANCE TO OBTAIN ELIGIBILITY FOR THE STATE MEDICAID (MEDI-CAL) PROGRAM, STATE DISABILITY, CHARITY CARE OR OTHER AVAILABLE PROGRAM IN THE COUNTY. THIS ELIGIBILITY ASSISTANCE, WHICH INCLUDES HELP IN FILLING OUT THE APPLICATION, GATHERING REQUIRED DOCUMENTS, AND TRANSPORTATION TO ELIGIBILITY APPOINTMENTS, IF NECESSARY, IS OFFERED AT NO CHARGE TO THE PATIENT. IN ADDITION, PATIENT ACCOUNTING REPRESENTATIVES MAY ALSO CONTACT PATIENTS AFTER DISCHARGE TO ASK ABOUT PAYMENT ARRANGEMENTS AND TO INFORM THEM OF THE CHARITY CARE PROGRAM IF THE PATIENT NEEDS ASSISTANCE IN PAYING FOR THEIR MEDICAL BILLS.
PART VI, LINE 4: COMMUNITY INFORMATIONJOHN MUIR HEALTH'S PRIMARY AND SECONDARY SERVICE AREAS EXTENDS FROM SOUTHERN SOLANO COUNTY INTO EASTERN CONTRA COSTA COUNTY AND SOUTH TO SAN RAMON IN SOUTHERN CONTRA COSTA COUNTY. JOHN MUIR HEALTH'S TRAUMA CENTER SERVES ALL OF CONTRA COSTA COUNTY, SOLANO COUNTY, AND MARIN COUNTY. IT IS ALSO THE BACKUP TRAUMA CENTER FOR ALAMEDA COUNTY. JOHN MUIR HEALTH ALSO SERVES EASTERN ALAMEDA COUNTY IN A JOINT VENTURE WITH SAN RAMON REGIONAL MEDICAL CENTER AND SERVES NORTHERN ALAMEDA COUNTY IN A JOINT VENTURE WITH UNIVERSITY OF CALIFORNIA, SAN FRANCISCO.JOHN MUIR HEALTH'S COMMUNITY BENEFIT PROGRAMS PRIMARILY FOCUS ON THE NEEDS OF THE VULNERABLE POPULATIONS IN CONTRA COSTA COUNTY, THE TRI-VALLEY, AND NORTHERN ALAMEDA COUNTY. WE DEFINE VULNERABLE POPULATIONS AS THOSE WITH EVIDENCED-BASED DISPARITIES IN HEALTH OUTCOMES, SIGNIFICANT BARRIERS TO CARE AND THE ECONOMICALLY DISADVANTAGED.THE JOHN MUIR HEALTH SERVICE AREA HAS THE FOLLOWING DEMOGRAPHIC PROFILE:CONTRA COSTA COUNTYTOTAL POPULATION:% AGE 65+: 16%% UNDER AGE 19: 25%RACE:WHITE: 52%AFRICAN AMERICAN: 9%ASIAN: 18%OTHER: 14%MULTIRACIAL: 6%AMERICAN INDIAN/ALASKAN NATIVE: <1%NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: <1%ETHNICITY:HISPANIC: 26%NON-HISPANIC: 74%SOCIOECONOMIC DATA:LIVING IN POVERTY (<100% FEDERAL POVERTY LEVEL): 9%CHILDREN IN POVERTY: 12%SENIOR (>65) IN POVERTY: 6%UNEMPLOYMENT: 6%UNINSURED POPULATION: 6%ADULTS WITH NO HIGH SCHOOL DIPLOMA: 12%
PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTHJOHN MUIR HEALTH IS A NOT-FOR-PROFIT, COMMUNITY-BASED ORGANIZATION THATIS GOVERNED BY THOSE WHO LIVE IN THE COMMUNITY WE SERVE. COMMUNITYRESIDENTS ARE ACTIVELY INVOLVED IN OUR VARIOUS BOARDS AND BOARDCOMMUNITIES. THE BOARD OF JOHN MUIR HEALTH CONSISTS PRIMARILY OF MEMBERSOF THE COMMUNITY AND STAFF PRIVILEGES ARE AVAILABLE TO QUALIFIEDPRACTITIONERS. OUR FOCUS REMAINS FIRMLY ON IMPROVING THE HEALTH OF THEPEOPLE OF CONTRA COSTA COUNTY AND SURROUNDING COMMUNITIES. AS ANOT-FOR-PROFIT ORGANIZATION, THERE ARE NO SHAREHOLDERS WHO BENEFIT FROMOUR FINANCIAL SURPLUSES. INSTEAD, WE REINVEST ANY SURPLUSES INTO THECOMMUNITY WITH NEW PROGRAM IMPLEMENTATION, ADVANCED TECHNOLOGY, COMMUNITYSERVICES AND BUILDING PROJECTS. JMH ALSO CONTRIBUTES SIGNIFICANTLY TO THEECONOMIC VITALITY OF CONTRA COSTA COUNTY BY EMPLOYING OVER 6,600 INDIVIDUALS IN 2022.JOHN MUIR MEDICAL CENTER, WALNUT CREEK ALSO SERVES AS CONTRA COSTACOUNTY'S ONLY TRAUMA CENTER, WHICH REPRESENTS AN ENORMOUS FINANCIAL AND SERVICE COMMITMENT TO THE ENTIRE REGION. OUR TWO HOSPITALS' EMERGENCYDEPARTMENTS SERVE ALL RESIDENTS REGARDLESS OF THEIR ABILITY TO PAY. AS A NOT-FOR-PROFIT, JMH HAS AN OBLIGATION TO MAKE A CHARITABLECONTRIBUTION TO THE COMMUNITY, BUT OUR COMMITMENT TO KEEPING THECOMMUNITIES WE SERVE GOES FAR DEEPER THAN THAT. JMH'S MISSION TO IMPROVETHE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSIONACCURATELY REFLECTS OUR COMMUNITY HEALTH EFFORTS AS A CORPORATE LEADERAND COMMUNITY PARTNER. SOME OF THE PROGRAMS INCLUDE TREATING PATIENTSREFERRED BY LOCAL COMMUNITY CLINICS FOR SPECIALTY CARE SERVICES,PROVIDING MOBILE HEALTH CLINIC SERVICES IN UNDERSERVED COMMUNITIES,PROVIDING BREAST AND LUNG CANCER SCREENING FOR UNINSURED COMMUNITYMEMBERS AND SUPPORTING DEPRESSION PREVENTION ACTIVITIES FOR LOW-INCOME.JMH SERVED OVER 129,211 RESIDENTS THROUGH COMMUNITY BENEFIT ACTIVITIES IN2022.JMH'S COMMITMENT TO THE LOCAL COMMUNITY IS EXPRESSED IN THE MANYINITIATIVES WE DELIVER. JMH PROVIDES CHARITY CARE FOR MANY INDIVIDUALS ANDFAMILIES WITH NO INSURANCE AND LIMITED MEANS. IN 2022, WE PROVIDED$7.7 MILLION IN CHARITY CARE COST. JMH ALSO ABSORBED $109.4 MILLION, THECOST OF PROVIDING CARE TO INDIVIDUALS THAT EXCEEDS THE PAYMENT WERECEIVED FROM MEDI-CAL.JOHN MUIR HEALTH ALSO PROVIDES BROAD FINANCIAL AND TECHNICAL SUPPORT TOPROMOTE COMMUNITY WELLNESS. THE ORGANIZATION CONTRIBUTES $1 MILLION AYEAR TO THE JOHN MUIR/MT. DIABLO COMMUNITY HEALTH FUND EACH YEAR, WHOSEGOAL IS TO FOSTER SYSTEMIC CHANGE THAT IMPROVES THE HEALTH OF PEOPLE INCENTRAL AND EAST CONTRA COSTA COUNTY WHO ARE MOST LIKELY TO EXPERIENCEHEALTH CARE DISPARITIES.LASTLY, JMH CONTRIBUTES TO THE COMMUNITY IN MANY NON-QUANTIFIABLE WAYSTHAT IS NOT OUTLINED IN THE REPORT. THE HEALTH SYSTEM CONTINUALLYPROVIDES LEADERSHIP IN THE COMMUNITY, ASSISTS WITH LOCAL CAPACITYBUILDING AND PARTICIPATES IN COMMUNITY-WIDE HEALTH PLANNING. JOHN MUIRHEALTH STAFF ARE ACTIVELY INVOLVED IN COMMUNITY ORGANIZATIONS ASVOLUNTEERS. THEIR LEADERSHIP IN THE COMMUNITY HELPS TO DEVELOP PARTNERSHIPS TO ADDRESS THE NEEDS OF THE VULNERABLE AND UNDERSERVED. JOHN MUIR HEALTH NURSES ARE DEEPLY INVOLVED IN THEIR COMMUNITY THROUGHVOLUNTEERING. JOHN MUIR HEALTH ENCOURAGES NURSING VOLUNTEERISM ANDCOMMUNITY INVOLVEMENT THROUGH MAGNET RECOGNITION STATUS WHERE NURSESSUPPORT HEALTH BY BUILDING PARTNERSHIPS WITH THE COMMUNITY. FOR EXAMPLE,NURSES AT JOHN MUIR HEALTH MEDICAL CENTER, CONCORD PROVIDE HEALTHEDUCATION MONTHLY AT THE LOCAL FARMER'S MARKET AND PARTICIPATE ASVOLUNTEERS ON OUR MOBILE DENTAL CLINIC.JOHN MUIR HEALTH EMPLOYEES DONATE BACKPACKS WITH SCHOOL SUPPLIES TOFOSTER YOUTH THROUGH THE ANNUAL FOSTER A DREAM BACKPACK CHALLENGE.JOHN MUIR HEALTH AND OUR EMPLOYEES ACTIVELY PARTICIPATE IN DISEASEAWARENESS EVENTS IN ORDER TO PROMOTE HEALTH IN OUR COMMUNITY. EVERY YEARJOHN MUIR EMPLOYEES PARTICIPATE IN THE NATIONAL ALLIANCE ON MENTAL HEALTHILLNESS WALK, WALK TO WELLNESS, AMERICAN HEART ASSOCIATION HEART WALK, GORED COMMUNITY EVENT, KIDNEY WALK, DIGESTIVE HEALTH FAIR AND OTHERCOMMUNITY EVENTS.
PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEMJOHN MUIR BEHAVIORAL HEALTH1400 TREAT BOULEVARD, WALNUT CREEK, CA 94597 JOHN MUIR HEALTH OFFERS COMPLETE INPATIENT AND OUTPATIENT BEHAVIORAL HEALTH PROGRAMS AND SERVICES THROUGH JOHN MUIR HEALTH BEHAVIORAL HEALTH CENTER, THE HEALTH SYSTEM'S FULLY ACCREDITED, 73 BED PSYCHIATRIC HOSPITAL LOCATED IN CONCORD. THE JOHN MUIR HEALTH BEHAVIORAL HEALTH CENTER OFFERS PSYCHIATRIC TREATMENT FOR ADULTS, CHILDREN AND ADOLESCENT WHO ARE EXPERIENCING EMOTIONAL OR BEHAVIORAL PROBLEMS. FOR THOSE WHO ARE DEPENDENT ON ALCOHOL OR DRUGS, THE BEHAVIORAL HEALTH CENTER OFFERS A FULL ARRAY OF CHEMICAL DEPENDENCY TREATMENT PROGRAMS. THE JOHN MUIR HEALTH BEHAVIORAL HEALTH CENTER IS FULLY ACCREDITED BY THE JOINT COMMISSION. JOHN MUIR HEALTH IS THE SOLE CORPORATE MEMBER OF JOHN MUIR BEHAVIORAL HEALTH.JOHN MUIR/MT. DIABLO COMMUNITY HEALTH FUND5003 COMMERCIAL CIRCLE, SUITE 275, CONCORD, CA 94520 THE JOHN MUIR/MT. DIABLO COMMUNITY HEALTH FUNDS IS ONE ARM OF GRANT-MAKING AT JOHN MUIR HEALTH SYSTEM. THE FUND'S GOAL IS TO FOSTER SYSTEMIC CHANGE THAT IMPROVES THE HEALTH OF PEOPLE IN CENTRAL AND EASTERN CONTRA COSTA COUNTY WHO ARE UN- OR UNDER-INSURED, HAVE LIMITED ACCESS TO HEALTH CARE, ARE MORE AT-RISK FOR POOR HEALTH, AND ARE MOST LIKELY TO EXPERIENCE HEALTH CARE DISPARITIES. TO ACCOMPLISH THIS GOAL, THE FUND DEVELOPED A FUNDING PROCESS THAT NURTURES LONG TERM PARTNERSHIP WITH AND AMONG THE COMMUNITY BASED ORGANIZATIONS. THIS LEADS TO VISIONARY HEALTH INITIATIVE THAT BUILD AND SUSTAIN THE CAPACITY TO DELIVER ON THE PROMISE OF GOOD HEALTH AND AFFORDABLE HEALTH CARE FOR ALL. FROM 1997, THE YEAR THE COMMUNITY HEALTH FUND WAS FORMED, THROUGH 2022, THE FUND HAS GRANTED OVER $32 MILLION JOHN MUIR HEALTH COMMUNITY BENEFIT DOLLARS INTO LOCAL COMMUNITY-BASED HEALTH PROJECTS. MORE DETAILED INFORMATION ABOUT THE FUNDS, ITS GOVERNANCE, GRANT PROGRAM AND COMMUNITY BENEFIT REPORTS CAN BE FOUND ON ITS WEBSITE: HTTPS://WWW.JOHNMUIRHEALTH.COM/ABOUT-JOHN-MUIR-HEALTH/COMMUNITY-COMMITMENT/COMMUNITY-HEALTH-FUND.HTMLJOHN MUIR PHYSICIAN NETWORK1400 TREAT BOULEVARD, WALNUT CREEK, CA 94597 THE JOHN MUIR PHYSICIAN NETWORK IS A NOT-FOR-PROFIT PUBLIC BENEFIT CORPORATION, WHOSE SOLE CORPORATE MEMBER IS JOHN MUIR HEALTH. SINCE ITS INCEPTION IN 1996, IT HAS BECOME ONE OF THE LARGEST PROVIDERS OF PHYSICIAN AND ALLIED HEALTH SERVICES IN NORTHERN CALIFORNIA, WITH OVER 1,000 PRIMARY CARE AND SPECIALTY PHYSICIANS WHO DELIVER COORDINATED PATIENT CARE. PHYSICIANS ASSOCIATED WITH THE PHYSICIAN NETWORK BELONG TO EITHER JOHN MUIR MEDICAL GROUP (JMMG), JOHN MUIR SPECIALTY GROUP (JMSMG), JOHN MUIR CARDIOVASCULAR GROUP (JMCVMG) AND JOHN MUIR HEALTH CANCER MEDICAL GROUP (JMHCMG). THE PHYSICIAN NETWORK OWNS AND OPERATES PRIMARY CARE CENTERS STAFFED BY JMMG PHYSICIANS IN NUMEROUS LOCATIONS FROM BRENTWOOD TO PLEASANTON. JMMG ALSO PROVIDES HOSPITALIST (IN-PATIENT MEDICAL SERVICES) AT JOHN MUIR HEALTH'S HOSPITALS. THE PHYSICIAN NETWORK ALSO OWNS SPECIALTY CLINICS STAFFED BY JMSMG AND JMCVMG. THE PHYSICIAN NETWORK IS ACTIVE IN COMMUNITY SERVICE, HEALTH EDUCATION AND CLINICAL RESEARCH. THE PHYSICIAN NETWORK CURRENTLY HOLDS CONTRACTS WITH SEVEN MAJOR HEALTH PLANS FOR MORE THAN 50,000 COMMERCIAL AND SENIOR HMO MEMBERS. THE PHYSICIAN NETWORK MANAGES HEALTH PLAN CONTRACTING FOR JOHN MUIR HEALTH AND ITS HOSPITALS AND ENGAGES PHYSICIAN RECRUITMENT TO MEET COMMUNITY NEEDS. THE PHYSICIAN NETWORK ALSO OPERATES THE JMH MEDICARE ACCOUNTABLE CARE ORGANIZATION (ACO) WHICH PROVIDES THE COORDINATION OF CARE FOR ITS MEDICARE ACO MEMBERS.JOHN MUIR HEALTH FOUNDATION1400 TREAT BOULEVARD, WALNUT CREEK, CA 94597THE JOHN MUIR HEALTH FOUNDATION RAISES FUNDS TO OFFSET THE COST OF CAPITAL AND OPERATING EXPENSES FOR THE JOHN MUIR HEALTH PROGRAMS, INCLUDING VARIOUS EDUCATIONAL PROGRAMS, OPERATIONS, BUILDINGS AND EQUIPMENT. IN THIS WAY, THE FOUNDATION HELPS TO MITIGATE THE COST OF CARE PROVIDED AND ASSISTS JOHN MUIR HEALTH IN MAINTAINING STATE-OF-THE-ART FACILITIES, EQUIPMENT AND PROGRAMS FOR THE COMMUNITY. JOHN MUIR HEALTH IS THE SOLE CORPORATE MEMBER OF THE JOHN MUIR HEALTH FOUNDATION.
PART VI, LINE 7, REPORTS FILED WITH STATES CA
Schedule H (Form 990) 2022
Additional Data


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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
2022
Open to Public
Inspection
Name of the organization
JOHN MUIR HEALTH
 
Employer identification number
94-1461843
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) JOHN MUIR PHYSICIAN NETWORK
1400 TREAT BLVD
WALNUT CREEK,CA94597
68-0360801 501(C)(3) 89,071,527 0 N/A N/A GENERAL SUPPORT
(2) JOHN MUIR BEHAVIORAL HEALTH
1400 TREAT BLVD
WALNUT CREEK,CA94597
68-0249685 501(C)(3) 13,480,707 0 N/A N/A GENERAL SUPPORT
(3) JOHN MUIR HEALTH FOUNDATION
1400 TREAT BLVD
WALNUT CREEK,CA94597
94-2650855 501(C)(3) 5,544,251 0 N/A N/A GENERAL SUPPORT
(4) JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND
5003 COMMERCIAL CIRCLE SUITE 275
CONCORD,CA94520
91-1788973 501(C)(3) 1,470,344 0 N/A N/A COMMUNITY SUPPORT
(5) 18 REASONS
3674 18TH STREET
SAN FRANCISCO,CA94110
45-3059509 501(C)(3) 24,000 0 N/A N/A COMMUNITY SUPPORT
(6) ALAMEDA COUNTY COMMUNITY FOOD BANK
PO BOX 2599
OAKLAND,CA94614
94-2960297 501(C)(3) 55,000 0 N/A N/A COMMUNITY SUPPORT
(7) ALAMO ROTARY FOUNDATION
PO BOX 303
ALAMO,CA94507
77-0600752 501(C)(3) 70,000 0 N/A N/A COMMUNITY SUPPORT
(8) ALS ASSOCIATION
PO BOX 7082
WOODLAND HILLS,CA91365
95-4163338 501(C)(3) 7,500 0 N/A N/A EAST BAY WALK TO DEFEAT ALS SPONSORSHIP
(9) ALZHEIMER'S ASSOCIATION
3675 MT DIABLO BLVD SUITE 250
LAFAYETTE,CA94549
13-3039601 501(C)(3) 6,000 0 N/A N/A EAST BAY WALK TO END ALZHEIMER
(10) AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUE
DALLAS,TX75231
13-5613797 501(C)(3) 10,000 0 N/A N/A SPONSORSHIP
(11) BIKE EAST BAY
PO BOX 1736
OAKLAND,CA94604
94-2585652 501(C)(3) 20,000 0 N/A N/A COMMUNITY SUPPORT
(12) CANCER SUPPORT
3276 MCNUTT AVE
WALNUT CREEK,CA94597
68-0157858 501(C)(3) 25,000 0 N/A N/A FILM FESTICAL & CHARITY GALA
(13) CENTER FOR HUMAN DEVELOPMENT
901 SUNVALLEY BLVD
CONCORD,CA94520
94-2520840 501(C)(3) 102,500 0 N/A N/A COMMUNITY SUPPORT
(14) COALITION FOR COMPASSIONATE CARE OF CA
2530 RIVER PLAZA DRIVE SUITE 110
SACRAMENTO,CA95833
27-0419836 501(C)(3) 15,000 0 N/A N/A COMMUNITY SUPPORT
(15) CONTRA COSTA CLUBHOUSE
3024 WILLOW PASS ROAD STE 230
CONCORD,CA94519
20-8873338 501(C)(3) 145,000 0 N/A N/A COMMUNITY SUPPORT
(16) CONTRA COSTA COUNTY OFFICE OF EDUCATION
77 SANTA BARBARA RD
PLEASANT HILL,CA94523
94-2675635 CONTRACOSTACNTY 8,000 0 N/A N/A COMMUNITY SUPPORT
(17) CONTRA COSTA FAMILY JUSTICE CENTER
256 24TH STREET
RICHMOND,CA94804
47-4082871 501(C)(3) 285,000 0 N/A N/A COMMUNITY SUPPORT
(18) CONTRA COSTA HEALTH SERVICES
50 DOUGLAS DRIVE STE 320B
MARTINEZ,CA94553
94-6000509 170(C)(1) 50,000 0 N/A N/A COMMUNITY SUPPORT
(19) FOOD BANK OF CONTRA COSTA & SOLANO
4010 NELSON AVENUE
CONCORD,CA94520
94-2418054 501(C)(3) 60,000 0 N/A N/A COMMUNITY SUPPORT
(20) FRED FINCH YOUTH CENTER
3800 COOLIDGE AVENUE
OAKLAND,CA94602
94-0474080 501(C)(3) 404,081 0 N/A N/A COMMUNITY SUPPORT
(21) FRESH APPROACH
5060 COMMERCIAL CIRCLE
CONCORD,CA94520
26-2438206 501(C)(3) 20,000 0 N/A N/A COMMUNITY SUPPORT
(22) NAACP - FRIENDS OF THE OAKLAND BRANCH
PO BOX 1319
OAKLAND,CA94604
47-2632562 501(C)(3) 8,020 0 N/A N/A SPONSORSHIP
(23) HABITAT FOR HUMANITY
2619 BROADWAY
OAKLAND,CA94612
94-3053687 501(C)(3) 10,000 0 N/A N/A SPONSORSHIP
(24) HAVE A BALL FOUNDATION
662 ROCK ISLAND CIRCLE
DANVILLE,CA94526
20-2420378 501(C)(3) 7,500 0 N/A N/A SPONSORSHIP
(25) HEALTH CAREER CONNECTION
300 FRANK H OGAWA PLAZA NO 243
OAKLAND,CA94612
25-1904312 501(C)(3) 7,900 0 N/A N/A INTERNSHIP SPONSORSHIP
(26) HEALTH RESOURCES IN ACTION
2 BOYLSTON ST 4TH FL
BOSTON,MA02116
04-2229839 501(C)(3) 7,500 0 N/A N/A SPONSORSHIP
(27) HEALTHIMPACT
PO BOX 70007
OAKLAND,CA94612
82-0570413 509(A)(1) 10,000 0 N/A N/A COMMUNITY SUPPORT
(28) HEALTHY AND ACTIVE BEFORE 5
1035 DETROIT AVE
CONCORD,CA94518
94-2383037 501(C)(3) 35,000 0 N/A N/A COMMUNITY SUPPORT
(29) HOPE SOLUTIONS
535 MAIN ST SE 209
MARTINEZ,CA94553
91-1797391 501(C)(3) 62,000 0 N/A N/A COMMUNITY SUPPORT
(30) INDEPENDENT LIVING RESOURCES
1850 GATEWAY BLVD STE 170
CONCORD,CA94520
68-0048218 501(C)(3) 35,000 0 N/A N/A COMMUNITY SUPPORT
(31) INSPIRING COMMUNITIES
1511 SYCAMORE AVE M134
HERCULES,CA94547
47-1136159 501(C)(3) 160,000 0 N/A N/A COMMUNITY SUPPORT
(32) JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA
3003 OAK ROAD NO 130
WALNUT CREEK,CA94597
94-1322179 501(C)(3) 134,575 0 N/A N/A COMMUNITY SUPPORT
(33) KEROSENE LAMP FOUNDATION
174 CRESVIEW DRIVE
ORINDA,CA94563
01-0857784 501(C)(3) 20,220 0 N/A N/A BACK PACK DRIVE
(34) KIDPOWER
2817 ASHBY AVE
BERKELEY,CA94705
77-0226712 501(C)(3) 20,000 0 N/A N/A COMMUNITY SUPPORT
(35) LACLINICA DE LA RAZA
PO BOX 22210
OAKLAND,CA94623
94-1744108 501(C)(3) 42,500 0 N/A N/A SPONSORSHIP
(36) LIFELONG MEDICAL CARE
PO BOX 11247
BERKELEY,CA94712
94-2502308 501(C)(3) 5,500 0 N/A N/A SPONSORSHIP
(37) MARCH OF DIMES
44 MONTGOMERY ST STE 1230
SAN FRANCISCO,CA94104
13-1846366 501(C)(3) 7,500 0 N/A N/A SPONSORSHIP
(38) MEALS ON WHEELS
1300 CIVIC DRIVE
WALNUT CREEK,CA94596
68-0044205 501(C)(3) 245,000 0 N/A N/A COMMUNITY SUPPORT
(39) MOBILITY MATTERS
1035 A CAROL LANE
LAFAYETTE,CA94549
51-0206190 501(C)(3) 75,000 0 N/A N/A COMMUNITY SUPPORT
(40) MONUMENT CRISIS CENTER
1900 MARKET ST
CONCORD,CA94520
41-2111171 501(C)(3) 113,760 0 N/A N/A COMMUNITY SUPPORT
(41) MONUMENT IMPACT
1760 CLAYTON ROAD
CONCORD,CA94520
94-3370919 501(C)(3) 140,000 0 N/A N/A 20TH ANNIVERSARY GALA
(42) ONE DAY AT A TIME
354 PINE ST STE 700
SAN FRANCISCO,CA94104
94-3255070 501(C)(3) 97,500 0 N/A N/A COMMUNITY SUPPORT
(43) OPERATION ACCESS
1119 MARKET STREET SUITE 400
SAN FRANCISCO,CA94103
94-3180356 501(C)(3) 80,000 0 N/A N/A COMMUNITY SUPPORT
(44) ORDER OF MALTA
2121 HARRISON STREET NO 110
OAKLAND,CA94612
20-5969389 501(C)(3) 35,400 0 N/A N/A COMMUNITY SUPPORT
(45) PHILIP DORN RESPITE CENTER
2400 BISSO LANE SUITE D2
CONCORD,CA94520
94-6000509 CONTRACOSTACNTY 50,000 0 N/A N/A COMMUNITY SUPPORT
(46) PLANTING JUSTICE
319 105TH AVENUE
OAKLAND,CA94603
27-0334905 501(C)(3) 104,800 0 N/A N/A COMMUNITY SUPPORT
(47) RYSE CENTER
205 41ST STREET
RICHMOND,CA94805
26-0692904 501(C)(3) 180,000 0 N/A N/A COMMUNITY SUPPORT
(48) SUPPORT 4 RECOVERY INC
PO BOX 31114
WALNUT CREEK,CA94598
61-1538303 501(C)(3) 25,000 0 N/A N/A COMMUNITY SUPPORT
(49) TRINITY CENTER WALNUT CREEK
1924 TRINITY AVENUE
WALNUT CREEK,CA94596
37-1706813 501(C)(3) 50,000 0 N/A N/A COMMUNITY SUPPORT
(50) ULTIMATE SPORTS ASSOCIATION
2675 MITCHELL DRIVE
WALNUT CREEK,CA94598
47-4361038 501(C)(3) 187,500 0 N/A N/A ULTIMATE FIELDHOUSE SPONSORSHIP
(51) VILLAGE COMMUNITY RESOURCE CENTER
633 VILLAGE DR
BRENTWOOD,CA94513
41-2045701 501(C)(3) 44,000 0 N/A N/A COMMUNITY SUPPORT
(52) VITUITY CARES FOUNDATION
2100 POWELL STREET SUITE 400
EMERYVILLE,CA94608
85-1805937 501(C)(3) 10,000 0 N/A N/A COMMUNITY SUPPORT
(53) WALNUT CREEK SENIORS CLUB
1375 CIVIC DRIVE
WALNUT CREEK,CA94596
94-2784218 501(C)(3) 10,000 0 N/A N/A COMMUNITY SUPPORT
(54) WHITE PONY EXPRESS
3380 VINCENT ROAD 107
PLEASANT HILL,CA94523
46-5220565 501(C)(3) 81,000 0 N/A N/A COMMUNITY SUPPORT
(55) WOMEN'S CANCER RESEARCH
2908 ELLSWORTH ST
BERKELEY,CA94705
94-3131204 501(C)(3) 72,500 0 N/A N/A COMMUNITY SUPPORT
(56) WRIGHT INSTITUTE
2728 DURANT AVENUE
BERKELEY,CA94704
94-1674865 501(C)(3) 85,500 0 N/A N/A COMMUNITY SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
56
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
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
PART I, LINE 2: GRANT MONITORING PROCESS JOHN MUIR HEALTH FINANCIAL MANAGEMENT MONITORS THE USE OF RESTRICTED FUNDS TO MEET THE INTENDED PURPOSES.
Schedule I (Form 990) 2022



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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
JOHN MUIR HEALTH
 
Employer identification number

94-1461843
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes 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 .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1CALVIN KNIGHT
CEO/DIR/PRES (THRU 09/30/22)
(i)

(ii)
1,116,992
-------------
0
854,103
-------------
0
52,141
-------------
0
1,859,546
-------------
0
20,827
-------------
0
3,903,609
-------------
0
854,103
-------------
0
2MICHAEL S THOMAS
CEO/DIR/PRES (AS OF 09/25/22)
(i)

(ii)
864,963
-------------
0
406,931
-------------
0
719,278
-------------
0
770,574
-------------
0
25,256
-------------
0
2,787,002
-------------
0
406,931
-------------
0
3JANE WILLEMSEN
EXEC VP/PRESIDENT HOSPITAL OPS
(i)

(ii)
897,651
-------------
0
474,989
-------------
0
739,955
-------------
0
476,186
-------------
0
26,053
-------------
0
2,614,834
-------------
0
474,989
-------------
0
4CHRISTIAN PASS
SENIOR VP/CFO
(i)

(ii)
723,512
-------------
0
326,698
-------------
0
11,834
-------------
0
366,179
-------------
0
33,737
-------------
0
1,461,960
-------------
0
326,698
-------------
0
5LISA FOUST
SR VP HUMAN RESOURCES
(i)

(ii)
564,098
-------------
0
198,107
-------------
0
20,154
-------------
0
238,027
-------------
0
33,737
-------------
0
1,054,123
-------------
0
198,107
-------------
0
6MAX REYNOLDS
SR VP/GENERAL COUNSEL
(i)

(ii)
557,612
-------------
0
196,589
-------------
0
11,374
-------------
0
195,742
-------------
0
18,154
-------------
0
979,471
-------------
0
196,589
-------------
0
7GEORGE SAUTER
SR VP/CHIEF STRATEGY OFFICER
(i)

(ii)
528,649
-------------
0
189,675
-------------
0
23,652
-------------
0
205,422
-------------
0
16,128
-------------
0
963,526
-------------
0
189,675
-------------
0
8MICHELLE LOPES RN
CHIEF NURSING EXECUTIVE
(i)

(ii)
448,156
-------------
0
158,000
-------------
0
17,760
-------------
0
213,244
-------------
0
20,156
-------------
0
857,316
-------------
0
158,000
-------------
0
9ELIZABETH MAHLER MD
VP/CHIEF VALUE BASED CARE
(i)

(ii)
488,308
-------------
0
126,356
-------------
0
18,513
-------------
0
160,724
-------------
0
14,606
-------------
0
808,507
-------------
0
126,356
-------------
0
10TOSON BOYO
SR VP/HOSPITAL OPERATIONS
(i)

(ii)
448,379
-------------
0
158,079
-------------
0
12,298
-------------
0
137,610
-------------
0
8,883
-------------
0
765,249
-------------
0
158,079
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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
PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES JOHN MUIR HEALTH PAYS UP TO 50% OF HEALTH CLUB DUES FOR EXECUTIVE DIRECTORS OF OPERATIONS, VICE PRESIDENTS AND ABOVE. THESE BENEFITS ARE TREATED AS TAXABLE INCOME TO THESE INDIVIDUALS.
PART-I LINE-4B NON-QUALIFIED RETIREMENT PLANS RETIREMENT RESTORATION PLAN EMPLOYEES ELIGIBLE FOR THE RETIREMENT RESTORATION PLAN ARE EITHER SENIOR VICE PRESIDENT OR VICE PRESIDENT LEVEL EMPLOYEES. EMPLOYER CONTRIBUTIONS ARE MADE TO THE PLAN ON BEHALF OF ELIGIBLE EMPLOYEES. THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLAN BENEFIT IS REPORTED IN PART II, COLUMN C. VESTING FOR THE RESTORATION PLAN IS AT THE EARLIEST OF THE FOLLOWING: REACHING AGE 65 WITH AT LEAST THREE YEARS OF SERVICE, BECOMING TOTALLY AND PERMANENTLY DISABLED, INVOLUNTARY TERMINATION FOR ANY REASON OTHER THAN CAUSE, CHANGE OF CONTROL OF JOHN MUIR HEALTH, OR DEATH. RESTORATION PLAN BENEFITS ARE PAYABLE AND TAXABLE UPON VESTING. NO PLAN BENEFIT PAYMENTS WERE MADE DURING THE YEAR. THE FOLLOWING EXECUTIVES PARTICIPATED IN THE PLAN AND EARNED THE FOLLOWING BENEFIT DURING THE YEAR: MAX REYNOLDS $35,319 GEORGE SAUTER $51,677 LISA FOUST $75,588 MICHELLE LOPES $82,516 ELIZABETH MAHLER, M.D. $37,405 TOSON BOYO $6,821 SUPPLEMENTAL EXECUTIVE PLAN EMPLOYEES ELIGIBLE FOR THE SUPPLEMENTAL EXECUTIVE PLAN ARE EITHER CEO OF JOHN MUIR HEALTH, CEO OR CAO OF JOHN MUIR PHYSICIAN NETWORK, AND CURRENT EMPLOYEES THAT PREVIOUSLY HELD ONE OF THOSE POSITIONS. EMPLOYER CONTRIBUTIONS ARE MADE TO THE PLAN ON BEHALF OF ELIGIBLE EMPLOYEES. THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLAN BENEFIT IS REPORTED IN PART II, COLUMN C. VESTING FOR THE SUPPLEMENTAL EXECUTIVE PLAN IS AT THE EARLIEST OF THE FOLLOWING: REACHING AGE 65 WITH AT LEAST THREE YEARS OF SERVICE, BECOMING DISABLED, INVOLUNTARY TERMINATION FOR ANY REASON OTHER THAN CAUSE, TERMINATION UPON CHANGE OF CONTROL OF JOHN MUIR HEALTH, OR DEATH. BENEFITS ARE PAYABLE AND TAXABLE UPON VESTING. THE FOLLOWING EXECUTIVES PARTICIPATED IN THE PLAN AND EARNED THE FOLLOWING BENEFIT DURING THE TAX YEAR: CALVIN KNIGHT $577,408 JANE WILLEMSEN $85,166 MICHAEL THOMAS $392,230 CHRISTIAN PASS $103,855
Schedule J (Form 990) 2022

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

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
JOHN MUIR HEALTH
 
Employer identification number
94-1461843
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A CA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY
 
68-0164610 NONEAVAIL 05-23-2012 89,800,000 SEE PART IV   X   X   X
B CA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY
 
68-0164610 13080SMW1 06-09-2016 353,140,040 SEE PART IV   X   X   X
C CA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY
 
68-0164610 13080STN4 05-15-2018 92,473,440 REFUNDING OF 2017 BONDS   X   X   X
D CA STATEWIDE COMMUNITY DEVELOPMENT AUTHORITY
 
68-0164610 NONEAVAIL 08-15-2019 51,532,082 REFUNDING OF 2012B BONDS   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 85,111,250      
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 89,800,000 355,203,239 92,473,440 51,532,082
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 502,197 3,133,280 1,419,493 482,082
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds ............. 127,803      
10 Capital expenditures from proceeds .............   33,677,859    
11 Other spent proceeds ............. 89,170,000 300,002,560 91,053,947 51,050,000
12 Other unspent proceeds .............   18,179,971    
13 Year of substantial completion ............. 2012 2018 2019
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
X   X   X     X
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X X  
16 Has the final allocation of proceeds been made? .......... X     X X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X     X   X   X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X            
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.010 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0.010 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0.020 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
  X   X   X   X
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X X   X     X
b Exception to rebate? ........ X     X   X   X
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X X     X   X
Schedule K (Form 990) 2021

Schedule K (Form 990) 2021
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ...   X   X   X   X
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?   X   X   X   X
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
PART I, LINE A, COLUMN (F) DESCRIPTION OF BOND PURPOSE THE BONDS WERE ISSUED FOR THE PURPOSE OF REFUND AND PAYMENT IN FULL OF THE OUTSTANDING PRINCIPAL AMOUNT AND INTEREST DUE ON THE 1997 CERTIFICATES OF PARTICIPATION AND THE SERIES 2008B BONDS ISSUED 10/29/1997 AND 5/2/2008 RESPECTIVELY.
PART I, LINE B, COLUMN (F) DESCRIPTION OF BOND PURPOSE THE BONDS WERE ISSUED FOR THE PURPOSES OF REFUNDING BONDS ISSUED 6/14/2006 AND 5/2/2008 AND FINANCING CAPITAL EXPENDITURES.
PART II, LINE 3, COLUMN B TOTAL PROCEEDS FROM ISSUE THE $353,140,040 OF BOND PROCEEDS INCLUDE $2,063,199 OF TOTAL EARNINGS SINCE 2016 ON THE UNSPENT PROCEEDS.
PART III, LINE 3B MANAGEMENT, SERVICES CONTRACTS OR RESEARCH AGREEMENTS JOHN MUIR HEALTH ENGAGES BOND COUNSEL IN CONNECTION WITH PUBLIC DEBT OFFERINGS OR REFINANCING, DURING WHICH BOND COUNSEL REVIEWS MANAGEMENT OR SERVICE CONTRACTS RELATED TO FINANCED PROPERTY.
PART III, LINE 9 & PART V WRITTEN DISCLOSURES WHILE THE ORGANIZATION DID NOT HAVE BOARD APPROVED WRITTEN POLICIES AND PROCEDURES IN PLACE AS OF THE YEAR END, THE ORGANIZATION DID MONITOR COMPLIANCE WITH THE POST-ISSUANCE REQUIREMENTS IMPOSED ON THE BONDS.
Schedule K (Form 990) 2021

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SCHEDULE O
(Form 990)

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
2021
Open to Public
Inspection
Name of the organization
JOHN MUIR HEALTH
 
Employer identification number

94-1461843
Return Reference Explanation
FORM 990, PART III, LINE 4D, PROGRAM SERVICE ACCOMPLISHMENTS: REHABILITATION SERVICES BOTH INPATIENT AND OUTPATIENT COMBINED, SAW A NEAR RETURN TO VOLUME FROM PRE-PANDEMIC SERVICES WHILE ADDING STAFF TO SUPPORT THAT VOLUME IN AN EFFORT TO MAINTAIN THE HIGH QUALITY OF REHABILITATION CARE. THE OUTPATIENT THERAPY DIVISION UNDERWENT A GROWTH AND ACCESS PROJECT TO BETTER INCREASE AVAILABILITY OF APPOINTMENT AND SERVICES FOR OUR COMMUNITY PATIENTS. JMH ADDED AND ENHANCED SPECIALTY PROGRAMS FOR PELVIC HEALTH, TEMPOROMANDIBULAR DISORDERS (TMD) AND VESTIBULAR REHABILITATION. THE WALNUT CREEK INPATIENT OCCUPATIONAL THERAPY DEPARTMENT WAS AWARDED THE FIELDWORK SITE OF THE YEAR FOR 2022 BY SAMUEL MERRIT UNIVERSITY. IN DECEMBER 2022, JMH HOSTED THE REGIONAL CERTIFIED STROKE REHABILITATION SPECIALIST (CSRS) COURSE. THE INPATIENT REHABILITATION UNIT ADMITTED 420 PATIENTS IN 2022, WITH STROKE REPRESENTING THE HIGHEST ADMITTING DIAGNOSIS AT 48.8%, FOLLOWED BY SPINAL CORD INJURY AT 16.6%, BRAIN INJURY AT 15.2%. THE AVERAGE LENGTH OF STAY IN 2022 WAS 13.8 DAYS. TOTAL REHAB PATIENT POPULATION IN 2022 DISPOSITION AT DISCHARGE TO COMMUNITY WAS 87.4%. JMH CONTINUES TO EXCEED REGIONAL AND NATIONAL OUTCOMES FOR MEDICARE QUALITY INDICATOR MEASURES AS PUBLISHED ON THE MEDICARE CARE COMPARE WEBSITE FOR PERIOD 7/1/2021 TO 6/30/2022: SKIN INTEGRITY-PRESSURE ULCER/INJURY; AND FALLS. ONCOLOGY AND SPECIALTY SERVICES ON JANUARY 14, 2022 ONCOLOGY SERVICES LAUNCHED AN QCARE (QUALITY, COMMUNICATION, ACCESS, RESEARCH AND EDUCATION) ORIENTATION SESSION. IN NEW PARTNERSHIP WITH UCSF, DEMONSTRATING A COMMITMENT TO HIGH-QUALITY CARE IN THE EAST BAY CANCER NETWORK INCLUDING: - INCREASE PATIENT ACCESS - ALIGN CARE STANDARDS ACROSS THE CONTINUUM - ENHANCE PATIENT EXPERIENCE - EXPAND PATIENT OFFERINGS QCARE ACCOMPLISHMENTS Q1 2022 QCARE STEERING COMMITTEE LAUNCHED MARCH 18 WITH ENTHUSIASM FOR THE WORK AHEAD - CO-BRANDING TEAM FACILITATED UCSF SITE VISITS TO CONCORD, PLEASANT HILL, VALLEJO & SAN RAMON AND DEMONSTRATED OUR HIGH QUALITY AND STANDARD OF CARE PRACTICES FOR MEDICAL ONCOLOGY AND INFUSION JMH AND UCSF QCARE (QUALITY, COMMUNICATION, ACCESS, RESEARCH AND EDUCATION) PARTNERSHIP WORK CONTINUES: - NEW WORK GROUP LAUNCHED TO STREAMLINE PROCESS FOR UCSF/JMH RAPID CONSULTS AND SECOND OPINIONS. - EDUCATION WORK GROUP LAUNCHED QCARE SPEAKER SERIES WITH CAR-T CELL THERAPY FOR MYELOMA SEMINAR IN MAY (PICTURED RIGHT). NEXT SEMINAR IS "EVOLVING TREATMENT PARADIGMS: HYPOFRACTIONATION FOR BREAST CANCER" ON AUGUST 25TH FOLLOWED BY GRAND ROUNDS NOVEMBER 16TH WHICH INCLUDES BEST OF THE YEAR; SELECTED PRACTICE CHANGING STUDIES IN SOLID TUMOR ONCOLOGY IN 2022 FOR HEMATOLOGY, BREAST, LUNG, AND GI. THE JOHN MUIR APHERESIS PROGRAM FELT IT WAS IMPORTANT TO PROVIDE EDUCATION TO OUR JMH PROVIDERS REGARDING THE USE OF LIPID APHERESIS FOR PATIENTS WITH A DIAGNOSIS OF FAMILIAR HYPERCHOLESTEROLEMIA (FH) FOR WHICH THE STANDARD TREATMENT OPTIONS HAVE NOT PREVENTED SIGNIFICANT CARDIAC EVENTS. JMH HAS THE CAPABILITY TO BE ABLE TO OFFER THIS TREATMENT TO PATIENTS NOT ONLY IN OUR SERVICE AREA BUT ALSO TO PATIENTS THROUGHOUT THE GREATER BAY AREA AND BEYOND. CONSOLIDATION OF RADIATION ONCOLOGY SERVICES - CONSOLIDATING JMH'S RADIATION ONCOLOGY SITES (PLEASANT HILL, WALNUT CREEK AND CONCORD) SUPPORTS INTEGRATION OF STAFF AND PHYSICIANS IN PREPARATION FOR THE TRANSITION TO THE NEW CANCER CENTER ON THE WALNUT CREEK CAMPUS IN 2024. - RADIATION ONCOLOGY PATIENTS ARE NOW SEEN AT THE WALNUT CREEK AND CONCORD CAMPUS. DIGESTIVE HEALTH SERVICES 2022 ACCOMPLISHMENTS: COLORECTAL CANCER AWARENESS MONTH ACTIVITIES: - TEDMOND SZETO, MD, JMH FOUNDATION GASTROENTEROLOGIST RECORDED A BRIEF VIDEO ON THE IMPORTANCE COLORECTAL CANCER SCREENING. - LILYE CHAFFIN, A MEMBER OF OUR BELONGING AND EQUITY TEAM OFFERED A PERSONAL STORY ON THE VALUE OF COLONOSCOPY. - A CLOSER LOOK "UPDATE ON COLON CANCER SCREENING: ONE OF THE MOST EFFECTIVE CANCER DETECTION AND PREVENTION PROGRAMS HAS GOTTEN BETTER" WEBINAR ON 03/10/2022, PRESENTED BY DREW SCHEMBRE, MD, MEDICAL DIRECTOR DIGESTIVE HEALTH SERVICES. 98 ATTENDEES INCLUDING: (51 MDS, 27 MIDLEVEL-NPS, PAS, 20 INTERNAL TEAM) - GUIDELINES CHANGED TO START AVERAGE RISK SCREENING AT AGE 45, NO LONGER AGE 50. - PROVIDE EDUCATION REGARDING JMH'S GI "DIRECT ACCESS COLONOSCOPY," WHERE APPROPRIATE PATIENTS AT AVERAGE RISK FOR COLORECTAL CANCER CAN PROCEED DIRECTLY TO COLONOSCOPY.
FORM 990, PART VI, SECTION A, LINE 2 FAMILY OR BUSINESS RELATIONSHIP BOARD MEMBERS TAEJOON AHN, M.D. AND RAVI HUNDAL, M.D. HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT COMPANY JOHN MUIR HEALTH HAS ENGAGED OPTUM TO MANAGE NON CLINICAL FUNCTIONS, INCLUDING INFORMATION TECHNOLOGY, REVENUE CYCLE MANAGEMENT, ANALYTICS, PURCHASING AND CLAIMS PROCESSING. OPTUM BRINGS AN EXTENSIVE SET OF CAPABILITIES, INCLUDING OPERATIONAL TECHNOLOGIES, ANALYTIC SOLUTIONS AND TOOLS, AND ADMINISTRATIVE SERVICE EXPERTISE TO HELP JOHN MUIR HEALTH FURTHER ADVANCE ITS CLINICAL AND OPERATIONAL PERFORMANCE.
FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS SUBJECT TO APPROVAL THE BYLAWS OF JOHN MUIR HEALTH PROVIDE THAT JOHN MUIR HEALTH MAY NOT, WITHOUT THE PRIOR WRITTEN CONSENT OF THE MT. DIABLO HEALTHCARE DISTRICT, A POLITICAL SUBDIVISION OF THE STATE OF CALIFORNIA, AND THE JOHN MUIR ASSOCIATION, A CALIFORNIA NONPROFIT CORPORATION: (I) SELL, TRANSFER, OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL THE ASSETS OF JOHN MUIR HEALTH; (II) ISSUE MEMBERSHIP IN JOHN MUIR HEALTH TO ANY PERSON OR ENTITY; (III) MERGER; WITH ANY OTHER PERSON OR ENTITY, UNLESS JOHN MUIR HEALTH IS THE SURVIVING CORPORATION IN THE MERGE: OR (IV) AMEND SECTION 5.6 OF THE BYLAWS OF JOHN MUIR HEALTH (WHICH OBLIGES JOHN MUIR HEALTH TO AMONG OTHER THINGS, PROVIDE AT LEAST ONE MILLION DOLLARS ($1,000,000) ANNUALLY TO FUND CERTAIN COMMUNITY BENEFIT PROJECTS SPONSORED BY THE JOHN MUIR/MT. DIABLO COMMUNITY HEALTH FUND AND REASONABLE FUNDING FOR ADMINISTRATION, UP TO A MAXIMUM OF $200,000 PER YEAR.
FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 BY THE GOVERNING BODY THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS. AN OVERVIEW OF THE FORM 990, WITH SUFFICIENT DETAIL, IS PRESENTED TO THE BOARD WITH THE COMPLETED FORM 990. ALL QUESTIONS AND CONCERNS OF THE BOARD OF DIRECTORS WILL BE ADDRESSED BY THE CHIEF FINANCIAL OFFICER AND HIS DESIGNEE AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE BOARD OF DIRECTORS HAS BEEN APPROPRIATELY ADDRESSED, A COMPLETE COPY OF THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD BEFORE JOHN MUIR HEALTH WILL FILE THE FINAL FORM 990 AS REQUIRED.
FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST MONITORING ANNUALLY, THE JOHN MUIR HEALTH (JMH) BOARD CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM REQUIRED TO BE COMPLETED AND SIGNED. DISCLOSED CONFLICTS ARE COMPILED IN A DOCUMENT AND REVIEWED BY THE BOARD CHAIR, PRESIDENT/CEO, AND GENERAL COUNSEL. TOGETHER, THESE INDIVIDUALS MONITOR ANY POTENTIAL CONFLICTS AND THE GENERAL COUNSEL ATTEND BOARD MEETINGS TO ENSURE COMPLIANCE WITH THE POLICY. TRANSACTIONS INVOLVING A POTENTIAL CONFLICT ARE REVIEWED AND APPROVED IN ADVANCE BY THE GENERAL COUNSEL OR DESIGNEE, GOVERNANCE COMMITTEE AS INDICATED BY THE POLICY, AND FOR CERTAIN TRANSACTIONS WITH THE CURRENT BOARD MEMBERS, THE BOARD. THE POLICY ALSO REQUIRES BOARD MEMBERS TO DISCLOSE CONFLICTS DURING THE YEAR AND RECUSE THEMSELVES FROM VOTING ON ANY MATTERS RELATED TO A CONFLICT. AS QUESTIONS ABOUT POTENTIAL CONFLICTS ARISE DURING THE YEAR, THE GENERAL COUNSEL REVIEWS THEM WITH THE AFFECTED BOARD MEMBER, THE PRESIDENT/CEO AND THE BOARD CHAIR. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED, INCLUDING PERIODIC REVIEWS OF ITS TRANSACTIONS OR ARRANGEMENTS WITH ITS OFFICERS AND BOARD MEMBERS, AND ANY OTHER INDIVIDUAL OR ENTITIES THAT MAY HAVE A SUBSTANTIAL INFLUENCE OVER THE BUSINESS AND AFFAIRS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, OTHER OFFICERS AND KEY EMPLOYEES ARE ESTABLISHED ANNUALLY BY THE COMPENSATION COMMITTEE OF JOHN MUIR HEALTH. THE COMPENSATION COMMITTEE IS A STANDING COMMITTEE OF THE BOARD OF DIRECTORS COMPRISED OF NO LESS THAN 5 VOTING DIRECTORS, NONE OF WHICH HAS A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION TRANSACTIONS UNDER CONSIDERATION. THE COMPENSATION COMMITTEE UTILIZES AN OUTSIDE EXPERT COMPENSATION CONSULTANT. THE OUTSIDE CONSULTANT PROVIDES MARKET DATA OF SIMILARLY SITUATED ORGANIZATIONS FOR EACH INDIVIDUAL BASED UPON THEIR LEVEL OF RESPONSIBILITES. THAT DATA IS USED BY THE COMPENSATION COMMITTEE TO ESTABLISH THE ANNUAL COMPENSATION PACKAGE FOR EACH INDIVIDUAL. IT IS THE PHILOSOPHY OF THE ORGANIZATION TO ESTABLISH A COMPENSATION PACKAGE FOR EACH INDIVIDUAL THAT REFLECTS THE MEDIAN OF THE MARKET AS ESTABLISHED BY THE OUTSIDE CONSULTANT. THE COMMITTEE'S DELIBERATIONS AND DECISIONS REGARDING THESE COMPENSATION ARRANGEMENTS ARE DOCUMENTED IN THE COMMITTEE MINUTES THAT ARE REVIEWED AT ITS NEXT MEETING. THE DOCUMENTED MINUTES INCLUDE (1) TERMS OF THE COMPENSATION ARRANGEMENT, INCLUDING DATE IT WAS APPROVED; (2) A DESCRIPTION OF THE COMPARABLE DATA RELIED UPON BY THE COMMITTEE AND HOW IT WAS OBTAINED; 3) A LIST OF THE MEMBERS PRESENT DURING THE DELIBERATIONS AND HOW THE MEMBERS VOTED; 4) ANY ACTIONS TAKEN WITH RESPECT TO CONSIDERATION OF ANY MEMBER OF THE COMMITTEE WHO HAD A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION.
FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FROM THE JOHN MUIR HEALTH LEGAL DEPARTMENT UPON REQUEST.
FORM 990, PART XI, LINE 9: CHANGE IN UNAMORTIZED LOSS ON PENSION PLANS -482,176.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
JOHN MUIR HEALTH
 
Employer identification number

94-1461843
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











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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)JOHN MUIR HEALTH FOUNDATION
1400 TREAT BOULEVARD

WALNUT CREEK,CA94597
94-2650855
FUNDRAISING CA 501(C)(3) 7 JM HEALTH
 
Yes
 
(2)JOHN MUIR PHYSICIAN NETWORK
1400 TREAT BOULEVARD

WALNUT CREEK,CA94597
68-0360801
HEALTHCARE CA 501(C)(3) 12A, III JM HEALTH
 
Yes
 
(3)JOHN MUIR BEHAVIORAL HEALTH
1400 TREAT BOULEVARD

WALNUT CREEK,CA94597
68-0249685
HEALTHCARE CA 501(C)(3) 3 JM HEALTH
 
Yes
 
(4)JOHN MUIRMT DIABLO COMMUNITY HEALTH
5003 COMMERCIAL CIRCLE SUITE 275

CONCORD,CA94520
91-1788973
GRANTMAKING CA 501(C)(3) 12C, III-FI JM HEALTH
 
Yes
 






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) JOHN MUIR MAGNETIC IMAGING

1400 TREAT BOULEVARD
WALNUT CREEK,CA94597
68-0202020
DIAG IMAGING CA JM HEALTH
 
RELATED 1,926,728 6,332,734   No   Yes   90.000 %
(2) BAY AREA SURGICAL VENTURES

30 S WACKER DRIVE
CHICAGO,IL60606
20-3052802
MED SERVICES CA JM HEALTH
 
RELATED 953,022 538,607   No     No 54.000 %
(3) WALNUT CREEK CANCER CENTER

1400 TREAT BOULEVARD
WALNUT CREEK,CA94597
94-1461843
MED SERVICES CA JM HEALTH
 
RELATED -1,454,495 8,260,983   No     No 60.000 %








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

1400 TREAT BOULEVARD
WALNUT CREEK,CA94597
90-0060434
INACTIVE CA JM HEALTH
 
C     100.000 % Yes  












Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) JOHN MUIR BEHAVIORAL HEALTH

B 13,480,707 EXPENSE PAID
(2) JOHN MUIR FOUNDATION

B 5,544,251 SHARED SERVICES
(3) JOHN MUIR PHYSICIAN NETWORK

B 89,017,527 EXPENSES PAID
(4) JOHN MUIR DIABLO COMMUNITY HEALTH FUND

B 1,470,344 AGREEMENT TERMS
(5) JOHN MUIR PHYSICIAN NETWORK

C 3,747,895 SHARED SERVICES
(6) JOHN MUIR BEHAVIORAL HEALTH

C 8,075,265 SHARED SERVICES
(7) JOHN MUIR HEALTH FOUNDATION

C 16,227,526 EXPENSES PAID
(8) JOHN MUIR PHYSICIAN NETWORK

A 12,310,168 RENTS PAID
(9) JOHN MUIR PHYSICIAN NETWORK

J 1,955,146 AGREEMENT TERMS
(10) JOHN MUIR BEHAVIORAL HEALTH

J 1,090,260 SHARED SERVICES
(11) JOHN MUIR HEALTH FOUNDATION

J 164,367 AGREEMENT TERMS
(12) BAY AREA SURGICAL VENTURES

J 1,574,489 AGREEMENT TERMS
(13) JOHN MUIR MAGNETIC IMAGING

J 477,361 AGREEMENT TERMS
(14) JOHN MUIR PHYSICIAN NETWORK

K 131,611 EXPENSES PAID
(15) JOHN MUIR PHYSICIAN NETWORK

L 1,683,933 AGREEMENT TERMS
(16) BAY AREA SURGICAL VENTURES

L 183,362 AGREEMENT TERMS
(17) JOHN MUIR MAGNETIC IMAGING

L 329,045 AGREEMENT TERMS
(18) JOHN MUIR PHYSICIAN NETWORK

M 3,997,917 AGREEMENT TERMS
(19) JOHN MUIR MAGNETIC IMAGING

M 166,245 AGREEMENT TERMS
(20) JOHN MUIR PHYSICIAN NETWORK

P 33,019,350 EXPENSES PAID
(21) JOHN MUIR BEHAVIORAL HEALTH

P 332,826 EXPENSES PAID
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




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


Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


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