TY 2022 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) DAN YOUNG...................................................................... CHAIR	2.00 ................. 0.00	X	X	0	0
(2) CINDY STOKKE...................................................................... CHAIR-ELECT	2.00 ................. 0.00	X	X	0	0
(3) ERIC ALCOULOUMRE MD...................................................................... SECRETARY	2.00 ................. 0.00	X	X	0	0
(4) VICKI BOOTH...................................................................... BOARD MEMBER	2.00 ................. 0.00	X		0	0
(5) ROBERT BRUNSWICK...................................................................... BOARD MEMBER	2.00 ................. 0.00	X		0	0
(6) CHRIS CALLERO...................................................................... BOARD MEMBER	2.00 ................. 0.00	X		0	0
(7) MD CHANG MD...................................................................... BOARD MEMBER	2.00 ................. 0.00	X		0	0
(8) DENNIS GILMORE...................................................................... BOARD MEMBER	2.00 ................. 0.00	X		0	0
(9) RICHARD HASKELL MD...................................................................... BOARD MEMBER	2.00 ................. 0.00	X		0	0
(10) PAUL HEESCHEN...................................................................... BOARD MEMBER	2.00 ................. 0.00	X		0	0
(11) JOEL KATZ MD...................................................................... BOARD MEMBER	2.00 ................. 0.00	X		0	0
(12) KAREN LINDEN...................................................................... BOARD MEMBER	2.00 ................. 2.00	X		0	0
(13) JEFF MARGOLIS...................................................................... BOARD MEMBER	2.00 ................. 5.00	X		0	0
(14) PAMELA MASSEY...................................................................... BOARD MEMBER	2.00 ................. 0.00	X		0	0
(15) JAMIE SHEPHERDSON...................................................................... BOARD MEMBER	2.00 ................. 0.00	X		0	0
(16) RICK TAKETA...................................................................... BOARD MEMBER	2.00 ................. 0.00	X		0	0
(17) ROBERT BRAITHWAITE...................................................................... CEO	50.00 ................. 9.00		X	3,232,319	315,573

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) ANDREW GUARNI........................................................................ EVP AND CFO	50.00 .......................6.00	X			1,096,127	76,089
(19) RICHARD MARTIN........................................................................ VP SR PATIENT CARE SVC AND CNO	50.00 .......................0.00		X		799,566	53,594
(20) MARCY BROWN........................................................................ VP SR CHIEF HOSPITAL OPERATION	50.00 .......................0.00		X		826,218	65,502
(21) SANFORD SMITH........................................................................ VP SR REAL ESTATE & FACILITIES	50.00 .......................0.00		X		689,126	55,193
(22) FLYNN ANDRIZZI........................................................................ FOUNDATION PRESIDENT	2.00 .......................52.00		X		750,940	44,596
(23) JAN BLUE........................................................................ VP SR CHIEF ADMIN OFFICER	50.00 .......................0.00		X		861,155	44,444
(24) ERIC CHEUNG........................................................................ VP SR & CHIEF LEGAL OFFICER	50.00 .......................0.00		X		519,401	66,957
(25) MARTIN FEE........................................................................ VP SR AND CCO	50.00 .......................0.00		X		641,980	47,027
(26) MARGARET T CONK........................................................................ VP SR CHIEF CLINICAL INST OFF.	50.00 .......................0.00		X		770,145	58,587
(27) KRIS IYER........................................................................ VP SR & CHIEF PHYS DEV OFFICER	2.00 .......................52.00		X		737,341	37,275
(28) KATHY AZEEZ NARAIN........................................................................ VP CHIEF DIGITAL OFFICER	50.00 .......................0.00			X	636,051	15,250
(29) MICHAEL BRANT-ZAWADSKI........................................................................ EXEC DIR MED R PHYSICIAN EXEC	50.00 .......................0.00			X	737,582	52,390
(30) ALLYSON BROOKS........................................................................ EXEC DIR MED WOMENS HEALTH	50.00 .......................0.00			X	617,971	59,021
(31) CARMELLA CASSETTA........................................................................ VP CIO IT OPERATIONS	50.00 .......................0.00			X	504,290	53,183
(32) PINKIE NOLAN........................................................................ VP CHIEF VALUE OFFICER	50.00 .......................0.00			X	490,664	28,801

(A) Name and business address	(B) Description of services	(C) Compensation
PACIFIC HOSPITALIST ASSOC 361 HOSPITAL RD STE 521 NEWPORT BEACH,CA92663	PHYSICIAN SERVICES	14,368,499
HEALTHCARE DESIGN & CONSTRUCTION LLC 18302 IRVINE BLVD STE 120 TUSTIN,CA92780	CONSTRUCTION SERVICE	9,984,154
NEWPORT CRITICAL CARE PHYS MED 62 ENDLESS VIS ALISO VIEJO,CA92656	PHYSICIAN SERVICES	5,649,962
DVA RENAL HEALTHCARE INC PO BOX 781607 PHILADELPHIA,PA191781607	DIALYSIS SERVICES	4,142,807
RENOVO SOLUTIONS 4 EXECUTIVES CIRCLE STE 185 IRVINE,CA92614	MAINTENANCE SERVICES	4,009,244
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 92

- TIN:

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.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

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

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

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

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

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

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

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

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

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

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

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

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

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

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

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

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

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

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

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

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


Total

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

Cat. No. 11285F

Schedule A (Form 990) 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)		(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)		(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

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

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

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

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

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

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

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

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 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)		(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.)..

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

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

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

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

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

Page 4

Part IV

Supporting Organizations

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

Section A. All Supporting Organizations

Yes

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

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

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

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

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

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

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

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

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

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

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

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

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

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).

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

Did one or more disqualified persons (as defined 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.

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.

10a

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

10a

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

10b

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

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

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

11a

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

11b

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

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

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

Section C. Type II Supporting Organizations

Yes

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

Section D. All Type III Supporting Organizations

Yes

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

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

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

Section E. Type III Functionally-Integrated Supporting Organizations

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

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

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

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

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

Yes

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

Did the activities described 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.

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

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

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

Schedule A (Form 990) 2022

Page 6

Part V

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

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

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

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

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

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

Schedule A (Form 990) 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:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

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

OMB No. 1545-0047

2022

Name of the organization

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

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

Special Rules

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

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

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

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

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

Cat. No. 30613XSchedule B (Form 990) (2022)

Schedule B (Form 990) (2022) Page 2

Name of organization HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 3

Name of organization HOAG MEMORIAL HOSPITAL PRESBYTERIAN		Employer identification number 95-1643327

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 4


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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

Schedule B (Form 990) (2022)

Additional Data

Software ID:
Software Version:

- TIN:

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 Bullet

Go 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

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Part I-A

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

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

Political campaign activity expenditures. See instructions .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

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

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

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

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

Yes No

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

Yes No

If "Yes," describe in Part IV.

Part I-C

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

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

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

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

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

Yes No

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

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

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

Cat. No. 50084S

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 Bullet

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

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

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

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

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

Page 3

Part II-B

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

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

(a)

Yes|No

(b)

Amount

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

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

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

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

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

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

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

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

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

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

Yes

27,500

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

27,500

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

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

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

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

Part III-A

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

Yes

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

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

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

Part III-B

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

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

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

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

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

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

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

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

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

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

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

Schedule C (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

Attach to Form 990.
SchDMd Bullet

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

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Part I

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

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

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

Yes No

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

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


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

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

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

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

Yes No

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

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

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

Yes No

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

Part III

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

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

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

(i)

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

(ii)

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

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

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

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

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

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

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

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

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

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

Yes No

Part IV

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

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

Yes No


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

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

Yes No

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

Part V

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

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

1a	Beginning of year balance ....	184,029,760	164,655,908	143,701,793	130,966,595	136,620,451
b	Contributions ...	-158,581	3,030,230	5,819,236	6,011,242	894,423
c	Net investment earnings, gains, and losses	-12,677,007	23,223,391	21,695,599	13,990,511	1,598,221
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	5,704,570	6,879,769	6,560,720	7,266,555	8,146,500
f	Administrative expenses ....
g	End of year balance ......	165,489,602	184,029,760	164,655,908	143,701,793	130,966,595

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

Board designated or quasi-endowment SchDMd Bullet

3.426 %

Permanent endowment SchDMd Bullet

57.804 %

Term endowment SchDMd Bullet

38.770 %

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

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

Yes

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

3a(i)

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

3a(ii)

Yes

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

Yes

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	113,166,933		113,166,933
b	Buildings ....	1,210,165,448	535,254,416	674,911,032
c	Leasehold improvements	240,039,196	154,212,383	85,826,813
d	Equipment ....	450,295,469	354,167,274	96,128,195
e	Other .....	187,804,951		187,804,951
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,157,837,924

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) BOARD DESIGNATED INV	1,626,544,975	F
(B) UNDER INDENTURE AGREEMENT	279,433,523	F
(C) MALPRACTICE RESERVES	17,927,703	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	1,923,906,201

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.)

Part IX

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

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

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
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	212,968,431
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

Page 4

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

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

Part XIII

Supplemental Information

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

Return Reference

Explanation

PART X, LINE 2:

ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. ASC TOPIC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE GUIDANCE IS APPLICABLE TO PASS-THROUGH ENTITIES AND TAX-EXEMPT ORGANIZATIONS. NO SIGNIFICANT TAX LIABILITY FOR TAX BENEFITS, INTEREST, OR PENALTIES WAS ACCRUED AT DECEMBER 31, 2022 AND 2021.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

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

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization
HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Part I

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

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

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

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

(a) Region		(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)	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA/CARIBBEAN			INVESTMENTS, PROGRAM-RELATED	811,675,968
	EUROPE			INVESTMENTS, PROGRAM-RELATED	4,562,743
	SOUTH AMERICA			INVESTMENTS, PROGRAM-RELATED	992














3a	Sub-total ....	0	0		816,239,703
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		816,239,703

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 .......
3	Enter total number of other organizations or entities .......................

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

Page 4

Part IV

Foreign Forms

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, PART I, LINE 3, COLUMN F	ACCOUNTING METHOD THE AMOUNTS REPORTED IN PART I, LINE 3, COLUMN F REPRESENT THE MARKET VALUES OF THE INVESTMENTS IN THE IDENTIFIED REGIONS AS OF THE ORGANIZATION'S FISCAL YEAR ENDED DECEMBER 31, 2022.

Schedule F (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

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

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

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

Yes

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

Yes

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

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

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

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

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

Yes

100% 150% 200% Other %

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

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

Yes

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

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

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

Yes

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

Yes

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

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

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

Yes

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

Yes

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

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	10,663,690	0	10,663,690	0.670 %
b	Medicaid (from Worksheet 3, column a) . . . . .	147,713,023	80,516,899	67,196,124	4.200 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .	8,378	0	8,378	0 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	158,385,091	80,516,899	77,868,192	4.870 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	3,653,639	0	3,653,639	0.230 %
f	Health professions education (from Worksheet 5) . . .	183,517	0	183,517	0.010 %
g	Subsidized health services (from Worksheet 6) . . . .	262,510	0	262,510	0.020 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	10,244,932	0	10,244,932	0.640 %
j	Total. Other Benefits . .	14,344,598		14,344,598	0.900 %
k	Total. Add lines 7d and 7j .	172,729,689	80,516,899	92,212,790	5.770 %

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
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

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

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

10,729,483

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

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

Section B. Medicare

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

239,592,986

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

354,844,230

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

-115,251,244

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

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

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

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
11 HOAG ORTHOPEDIC INST	SPECIALTY HOSPITAL	51.000 %	44.000 %
22 MAIN STREET SPECIALT	OUTPATIENT SURGERY CENTER	26.110 %	14.660 %
33 HOAG OUTPATIENT CENT	ENDOSCOPY CENTER	39.530 %	49.000 %
44 NEWPORT BEACH RADIOS	SURGERY CENTER	50.000 %	50.000 %
55 NEWPORT SURGICAL PAR	SURGERY CENTER	39.530 %	49.000 %
66 NEWPORT BEACH ENDOSC	ENDOSCOPY CENTER	39.530 %	49.000 %
77 COASTAL ASC JOINT VE	JV MGMT CO	77.500 %	5.000 %
88 IRVINE SURGICAL PART	SURGERY CENTER	39.530 %	26.800 %
99 IRVINE ENDOSCOPY PAR	ENDOSCOPY CENTER	39.530 %	49.000 %
1010 SOUTHERN CALIFORNIA	HOLDING COMPANY	17.370 %	43.230 %
1111 NEWPORT BAY SURGERY	SURGERY CENTER	39.530 %	49.000 %
1212 DIAGNOSTIC AND INTER	SURGERY CENTER	15.610 %	49.000 %
1313 COASTAL ENDOSCOPY PARTNERS LLC	ENDOSCOPY CENTER	39.530 %	49.000 %

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)						Other (describe)
1	HOAG MEMORIAL HOSPITAL PRESBYTERIAN ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92618 WWW.HOAG.ORG C0194920	X	X	X	X
2	HOAG ORTHOPEDIC INSTITUTE 16520 SAND CANYON AVENUE IRVINE,CA92618 WWW.HOAGORTHOPEDICINSTITUTE.COM 200835010044	X				ORTHOPEDIC HOSPITAL

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)

	HOAG MEMORIAL HOSPITAL PRESBYTERIAN
Name of hospital facility or letter of facility reporting group

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

Yes

Community Health Needs Assessment

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

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

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

Yes

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

A definition of the community served by the hospital facility

Demographics of the community

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

How data was obtained

The significant health needs of the community

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

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

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

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

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

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

Yes

6 a

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

Yes

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

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

Yes

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

Hospital facility’s website (list url): HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/

Other website (list url): HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/

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

Other (describe in Section C)

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

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

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

Yes

If "Yes" (list url): HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/

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

10b

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

12a

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

12a

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

12b

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

Schedule H (Form 990) 2022

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	HOAG MEMORIAL HOSPITAL PRESBYTERIAN
Name of hospital facility or letter of facility reporting group

Yes

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

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

Yes

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

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.000000000000%
and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

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

Yes

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

Yes

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

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

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

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

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

Other (describe in Section C)

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

Yes

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

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

SEE PART V, SECTION C

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

SEE PART V, SECTION C

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

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

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

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

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

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

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

Other (describe in Section C)

Schedule H (Form 990) 2022

Page 6

Part VFacility Information (continued)

Billing and Collections

	HOAG MEMORIAL HOSPITAL PRESBYTERIAN
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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

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

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

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

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

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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

Yes

If "No," indicate why:

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

The hospital facility’s policy was not in writing

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

Other (describe in Section C)

Schedule H (Form 990) 2022

Page 7

Part VFacility Information (continued)

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

	HOAG MEMORIAL HOSPITAL PRESBYTERIAN
Name of hospital facility or letter of facility reporting group

Yes

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

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

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

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

The hospital facility used a prospective Medicare or Medicaid method

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

If "Yes," explain in Section C.

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

If "Yes," explain in Section C.

Schedule H (Form 990) 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, LINE 3E	THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA.
SCHEDULE H, PART V, SECTION B, LINE 5	INPUT FROM COMMUNITY REPRESENTATIVES TARGETED INTERVIEWS, SURVEY TOOLS, AND FOCUS GROUPS WERE USED TO GATHER INFORMATION AND OPINIONS FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY HOAG MEMORIAL HOSPITAL PRESBYTERIAN. HOAG UTILIZED A MIXED-METHODS APPROACH TO CONDUCT THE COMMUNITY HEALTH NEEDS ASSESSMENT. THE FOLLOWING DATA SOURCES INFORMED THIS REPORT: - KEY STAKEHOLDER INTERVIEWS: SEMI-STRUCTURED INTERVIEWS WERE CONDUCTED WITH 18 INDIVIDUALS. INTERVIEWEES WERE SELECTED IN COLLABORATION WITH HOAG HOSPITAL COMMUNITY BENEFIT STAFF. INTERVIEWS WERE CONDUCTED TO OBTAIN INFORMATION ABOUT THE HEALTH NEEDS OF ORANGE COUNTY RESIDENTS FROM A SYSTEMS-LEVEL PERSPECTIVE. PARTICIPATING INTERVIEWEES REPRESENTED THE FOLLOWING: HEALTH EDUCATORS/SERVICE PROVIDERS, MEDICAL RESEARCH, EXECUTIVE DIRECTORS/CEO'S OF COMMUNITY ORGANIZATIONS, LOCAL FUNDING AGENCIES, HEALTH SERVICES COORDINATORS, COUNTY HEALTH OFFICER, COUNTY PUBLIC HEALTH NURSE, MENTAL HEALTH SPECIALISTS, AND CITY OFFICIALS. - PROVIDER SURVEY. THE PROVIDER SURVEY WAS DEVELOPED AND ADMINISTERED ONLINE TO INDIVIDUALS AT ORGANIZATIONS/DEPARTMENTS THAT PROVIDE HEALTH SERVICES TO COMMUNITY MEMBERS. THE SURVEY WAS DISTRIBUTED TO A WIDE RANGE OF COUNTY, PRIVATE, AND NON-PROFIT AGENCIES WHO SERVE RESIDENTS OF ORANGE COUNTY. THE SURVEY WAS AVAILABLE IN 6 LANGUAGES. DURING THE TWO-MONTH SURVEY ADMINISTRATION TIMEFRAME, A TOTAL OF 210 RESPONSES WERE COLLECTED AND USED FOR ANALYSIS. THE PURPOSE OF THE SURVEY WAS TO OBTAIN PROVIDERS' PERSPECTIVES AND EXPERIENCES REGARDING PRIORITY HEALTH NEEDS, AND THE AVAILABILITY AND PROVISION OF HEALTH SERVICES THROUGHOUT ORANGE COUNTY. - COMMUNITY MEMBER SURVEY. THE COMMUNITY SURVEY WAS DEVELOPED BY ADVANCEOC AND DISTRIBUTED ONLINE. THE SURVEY WAS TRANSLATED INTO 10 LANGUAGES AND ADMINISTERD TO COMMUNITY MEMBERS THROUGH DIRECT OUTREACH AT COMMUNITY EVENTS, CANVASSING, EMAIL, AND SOCIAL MEDIA. THE SURVEY WAS DISTRIBUTED THROUGH A WIDE RANGE OF COUNTY, PRIVATE, AND NON-PROFIT AGENCIES WHO SERVE RESIDENTS OF ORANGE COUNTY. A TOTAL OF 806 RESPONSES WERE COLLECTED. - FOCUS GROUPS. THE STUDY TEAM CONDUCTED NINE FOCUS GROUPS IN ORANGE COUNTY IN AUGUST 2022 WITH 98 PARTICIPANTS. EACH SESSION LASTED APPROXIMATELY 1 HOUR AND WAS RECORDED AND TRANSCRIBED USING IN-LANGUAGE NOTE TAKING. THREE FOCUS GROUPS WERE CONDUCTED IN SPANISH, 1 IN CHINESE (MANDARIN) AND 1 IN FARSI (PERSIAN).
SCHEDULE H, PART V, SECTION B, LINE 6A	HOAG MEMORIAL HOSPITAL PRESBYTERIAN AND HOAG ORTHOPEDIC INSTITUTE CONDUCTED A COMBINED CHNA.
SCHEDULE H, PART V, SECTION B, LINE 7A	FACILITY 1HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/FACILITY 2HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/
SCHEDULE H, PART V, SECTION B, LINE 10A	FACILITY 1HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/FACILITY 2HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/
SCHEDULE H, PART V, SECTION B, LINE 11	THE 2022 CHNA IDENTIFIED THE FOLLOWING AS HOAG'S PRIORITIZED SIGNIFICANT NEEDS TO BE ADDRESSED: MENTAL HEALTH AND BEHAVIORAL HEALTH, ACCESS TO CARE, AND CANCER/CHRONIC DISEASE. FOR EACH HEALTH NEED THE HOSPITALS PLAN TO ADDRESS, THE STRATEGIES BELOW OUTLINE THE ACTIONS THE HOSPITALS INTEND TO TAKE, INCLUDING PROGRAMS AND RESOURCES IT PLANS TO COMMIT AND PLANNED COLLABORATION WITH OTHER ORGANIZATIONS. MENTAL HEALTH AND BEHAVIORAL HEALTH STRATEGIES: 1) PROVIDE MENTAL HEALTH CARE SERVICES THROUGH HOAG'S MENTAL HEALTH CENTER PRIMARILY FOCUSED ON THE LOW-INCOME POPULATION 2) PROVIDE FUNDING AND/OR IN-KIND SUPPORT TO COMMUNITY NONPROFIT ORGANIZATIONS THAT FOCUS ON MENTAL HEALTH THAT GOES BEYOND OUR SCOPE OF CARE. THIS INCLUDES PARTNERSHIPS WITH LOCAL FQHCS AND BE WELL OC. 3) PROVIDE WORKFORCE DEVELOPMENT OPPORTUNITIES (INTERNSHIPS, INTERNAL AND EXTERNAL PROFESSIONAL DEVELOPMENT) FOR THE MENTAL HEALTH PROFESSION. 4) USE EXISTING PATHWAYS TO EXPAND OUR CONTINUUM OF CARE FOR MENTAL HEALTH. ACCESS TO CARE STRATEGIES: 1) PROVIDE FINANCIAL ASSISTANCE THROUGH FREE AND DISCOUNTED CARE FOR HEALTH CARE SERVICES, CONSISTENT WITH THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY. 2) OFFER INFORMATION AND ENROLLMENT ASSISTANCE FOR NO COST AND LOW-COST INSURANCE PROGRAMS. 3) PROVIDE FUNDING AND/OR IN-KIND SUPPORT TO COMMUNITY CLINICS. 4) PROVIDE FUNDING AND/OR IN-KIND SUPPORT TO COMMUNITY NONPROFIT ORGANIZATIONS THAT REDUCE BARRIERS TO ACCESSING CARE. 5) PROVIDE PARTNERS WITH SPACE AND RESOURCES AT THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING. 6) PROVIDE TRANSPORTATION SUPPORT FOR SENIORS TO INCREASE ACCESS TO HEALTH CARE SERVICES. CANCER AND CHRONIC DISEASE STRATEGIES: 1) PROVIDE FUNDING AND/OR IN-KIND SUPPORT TO COMMUNITY CLINICS. 2) PROVIDE FUNDING AND/OR IN-KIND SUPPORT TO COMMUNITY NONPROFIT ORGANIZATIONS THAT FOCUS ON CANCER/CHRONIC DISEASE PREVENTION AND MANAGEMENT. 3) PROVIDE PARTNERS WITH SPACE AND RESOURCES AT THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING. 4) OFFER CHRONIC DISEASE PREVENTION, MANAGEMENT, EDUCATION, CARE NAVIGATION, SCREENINGS AND SUPPORT GROUPS. 5) CONTINUE TO PROVIDE WELLNESS AND PREVENTION PROGRAMS TO VULNERABLE COMMUNITIES. TO ACCOMPLISH SOME OF THESE STRATEGIES HOAG WILL ALSO COLLABORATE WITH COMMUNITY PARTNERS, SHARING RESOURCES AND ENHANCING THE CAPACITY OF PARTNER ORGANIZATIONS TO SUPPORT THE ACHIEVEMENTS OF OUR GOALS. POTENTIAL COLLABORATIVE PARTNERS INCLUDE, BUT ARE NOT LIMITED TO: - FEDERALLY QUALIFIED HEALTH CENTERS (FQHCS) - OC PUBLICLY FUNDED HEALTH INSURANCE PLAN - CAL OPTIMA - BE WELL OC - ORANGE COUNTY HEALTH CARE AGENCY - COMMUNITY HEALTH CENTERS AND COMMUNITY CLINICS - COMMUNITY-BASED ORGANIZATIONS - FAITH BASED ORGANIZATIONS - FAMILY RESOURCE CENTERS - LOCAL MUNICIPALITIES - MENTAL HEALTH ASSOCIATIONS - SCHOOL DISTRICTS AND SCHOOLS - LOCAL FOOD BANKS - SENIOR CENTERS AND ADULT DAY CENTERS - ADVOCACY GROUPS KNOWING THAT THERE ARE NOT SUFFICIENT RESOURCES TO ADDRESS ALL THE IDENTIFIED COMMUNITY HEALTH NEEDS, HOAG CHOSE TO CONCENTRATE ON THOSE HEALTH NEEDS THAT CAN BE ADDRESSED EFFECTIVELY GIVEN THE FACILITIES' AREAS OF FOCUS AND EXPERTISE. THE FOLLOWING COMMUNITY HEALTH NEEDS IDENTIFIED IN THE 2022 CHNA WILL NOT BE PRIORITIZED, HOWEVER AN EXPLANATION IS PROVIDED BELOW ON VARIOUS EFFORTS THAT ADDRESS THESE NEEDS: - COMMUNITY AND FAMILY SAFETY- OTHER ORGANIZATIONS IN THE COMMUNITY HAVE THE EXPERTISE AND COMPETENCY TO EFFECTIVELY ADDRESS THESE NEEDS. HOAG PARTNERS WITH HUMAN OPTIONS IN PROVIDING SUPPORT GROUPS AND WORKSHOPS AT THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING FOCUSED ON DOMESTIC VIOLENCE PREVENTION AND PARENTING CLASSES. - COVID-19/CONTAGIOUS AND INFECTIOUS DISEASES-WHILE HOAG IS NOT PRIORITIZING COVID-19 IN THE IMPLEMENTATION PLAN AT THIS POINT IN THE PANDEMIC, HOAG WILL CONTINUE TO DELIVER VACCINES, TESTING, AND MEDICAL CARE TO ADDRESS COVID-19 IN THE COMMUNITY. HOAG WILL ALSO CONNECT WITH LOCAL CLINICS AND THE ORANGE COUNTY HEALTH CARE AGENCY TO REFER OUT SERVICES TO ADDRESS THESE UNMET NEEDS. - ECONOMIC INSECURITY- HOAG PARTNERS WITH THE SECOND HARVEST FOOD BANK TO PROVIDE FRESH PRODUCE AND GROCERIES TWICE A MONTH TO THOSE IN NEED. HOAG WILL PARTNER WITH CAL OPTIMA HEALTH PLAN TO LAUNCH THE MEDICALLY TAILORED MEAL PROGRAM FOR ELIGIBLE PATIENTS UPON HOSPITAL DISCHARGE. IN ADDITION, HOAG HOSTS A DIAPER DISTRIBUTION IN PARTNERSHIP WITH COMMUNITY ACTION PARTNERSHIP OC TO PROVIDE DIAPERS TO THOSE FAMILIES IN NEED. HOAG ALSO PARTNERS WITH CIELO, A NONPROFIT ORGANIZATION THAT PROVIDES EDUCATIONAL WORKSHOPS RELATED TO WORKFORCE DEVELOPMENT, BUSINESS AND ENTREPRENEURIAL SKILLS, AND FINANCIAL AND COMPUTER LITERACY. PROJECT SELF SUFFICIENCY IS ANOTHER COLLABORATIVE PARTNER THAT PROVIDES SUPPORT AND RESOURCES FOR SINGLE PARENTS ENROLLED IN COLLEGE. HOAG IS ALSO STARTING A NEW PARTNERSHIP WITH UNITED WAY'S SPARK POINT PROGRAM TO ADVANCE ECONOMIC SECURITY FOR LOW-INCOME AND UNDER RESOURCED FAMILIES. - ENVIRONMENT/CLIMATE CHANGE- OTHER ORGANIZATIONS IN THE COMMUNITY ARE ADDRESSING THIS NEED. - HOUSING AND HOMELESSNESS- HOAG PARTNERS WITH SHARE OUR SELVES AND FAMILIES FORWARD TO PROVIDE RENTAL AND MOTEL ASSISTANCE TO THOSE ELIGIBLE APPLICANTS. HOAG ALSO PARTNERS WITH SERVING PEOPLE IN NEED (SPIN) TO PROVIDE GUIDED ASSISTANCE TO PERMANENT HOUSING PLACEMENT.
SCHEDULE H, PART V, SECTION B, LINE 13H	HOAG PROVIDES FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE FAMILY INCOME LEVELS OF UP TO 400% THE FEDERAL POVERTY LEVEL (FPL) GUIDELINES. HOAG GIVES CONSIDERATION TO ELIGIBLE PATIENTS WITH INSURANCE IF THEY INCUR HIGH MEDICAL COSTS AS DEFINED BY CALIFORNIA LAW, AND ALSO HAVE FAMILY INCOMES UP TO 400% OF THE FPL. HMHP AND HOI'S POLICY ALSO PROVIDES FOR DISCRETIONARY DETERMINATION OF CHARITY CARE TAKING INTO CONSIDERATION INDIVIDUAL FACTS AND CIRCUMSTANCES.
SCHEDULE H, PART V, SECTION B, LINE 15E	PATIENTS CAN APPLY FOR FINANCIAL ASSISTANCE BY COMPLETING A FINANCIAL ASSISTANCE PROGRAM (FAP) APPLICATION. APPLICATIONS CAN BE FOUND ON THE HOAG.ORG WEBSITE, VIA FINANCIAL COUNSELORS, BY MAIL, AND BY CONTACTING HOAG'S PATIENT FINANCIAL SERVICES CALL CENTER AT (949) 764-8400 FOR HOAG AND (949) 764-8404 FOR HOI.
SCHEDULE H, PART V, SECTION B, LINE 16A	FACILITY 1HTTPS://WWW.HOAG.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/FINANCIAL-ASSISTANCE-CHARITY-CARE/FACILITY 2HTTPS://WWW.HOAGORTHOPEDICINSTITUTE.COM/FOR-PATIENTS/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCE/
SCHEDULE H, PART V, SECTION B, LINE 16B	FACILITY 1HTTPS://WWW.HOAG.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/FINANCIAL-ASSISTANCE-CHARITY-CARE/FACILITY 2HTTPS://WWW.HOAGORTHOPEDICINSTITUTE.COM/FOR-PATIENTS/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCE/
SCHEDULE H, PART V, SECTION B, LINE 16C	FACILITY 1HTTPS://WWW.HOAG.ORG/PATIENTS-VISITORS/BILLING-INFORMATION/FINANCIAL-ASSISTANCE-CHARITY-CARE/FACILITY 2HTTPS://WWW.HOAGORTHOPEDICINSTITUTE.COM/FOR-PATIENTS/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCE/

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?13
Name and address		Type of Facility (describe)
1	1 - MAIN ST SPECIALTY SURGERY CENTER 280 MAIN STREET 100 ORANGE,CA92660	OUTPATIENT SURGERY CENTER
2	2 - ORTHOPEDIC SURGERY CENTER OF OC 22 CORPORATE PLAZA DR STE 150 NEWPORT BEACH,CA92660	OUTPATIENT ORTHOPEDIC SURGERY CENTER
3	3 - DIAGNOSTIC & INTERVENTIONAL SURGICAL CTR 13160 MINDANAO WAY STE 150 MARINA DEL REY,CA90292	OUTPATIENT SURGERY CENTER
4	4 - CALIFORNIA SPECIALTY SURGERY CENTER 26371 CROWN VALLEY PARKWAY MISSION VIEJO,CA92691	OUTPATIENT SURGERY CENTER
5	5 - NEWPORT BEACH RADIOSURGERY 1605 AVOCADO AVENUE NEWPORT BEACH,CA92660	OUTPATIENT SURGERY CENTER
6	6 - NEWPORT IMAGING CENTER 360 SAN MIGUEL NEWPORT BEACH,CA92660	IMAGING CENTER
7	7 - HOAG ORTHOPEDIC INS SURGERY CTR BH 9090 WILSHIRE BLVD SUITE 102 BEVERLY HILLS,CA90211	OUTPATIENT ORTHOPEDIC SURGERY CENTER
8	8 - HOAG OUTPATIENT CENTERS LLC 500 SUPERIOR AVE SUITE 120 NEWPORT BEACH,CA92663	OUTPATIENT SURGERY CENTER
9	9 - NEWPORT BEACH ENDOSCOPY CENTER LLC 1525 SUPERIOR AVE SUITE 114 NEWPORT BEACH,CA92663	OUTPATIENT SURGERY CENTER
10	10 - IRVINE ENDOSCOPY PARTNERS LLC 16405 SAND CANYON AVE SUITE 110 IRVINE,CA92618	OUTPATIENT SURGERY CENTER
11	11 - IRVINE SURGICAL PARTNERS LLC 16405 SAND CANYON AVE SUITE 100 IRVINE,CA92618	OUTPATIENT SURGERY CENTER
12	12 - NEWPORT SURGICAL PARTNERS LLC 1901 NEWPORT BOULEVARD SUITE 120 COASTA MESA,CA92627	OUTPATIENT SURGERY CENTER
13	13 - NEWPORT BAY SURGERY CENTER LLC 3333 W PACIFIC COAST HWY SUITE 100 NEWPORT BEACH,CA92663	OUTPATIENT SURGERY CENTER

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 7:	COST ACCOUNTING SYSTEM WAS USED TO DERIVE THE COST-TO-CHARGE RATIO. OURTOTAL COSTS (DIRECT AND INDIRECT) AND TOTAL CHARGES WERE $354,844,230 AND$239,592,986, RESPECTIVELY. THIS RESULTED IN A COST-TO-CHARGE RATIO OFAPPROXIMATELY 148.1% WHICH WAS USED TO CALCULATE CHARITY CARE AT COST(GROSS PATIENT CHARGES WRITTEN OFF ON THE P&L TIMES COST-TO-CHARGERATIO). THE COST ACCOUNTING SYSTEM ADDRESSES INPATIENT, OUTPATIENT ANDVARIOUS PAYOR TYPES. FOR THE SECTIONS OF LINE 7 AS APPLICABLE, WORKSHEET2 WAS NOT USED WHILE THE COST TO CHARGE RATIO WAS USED.
PART III, LINE 4:	HMHP ADOPTED THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTINGSTANDARDS UPDATE 2014-09 TOPIC 606 (ASU 606) EFFECTIVE JANUARY 1, 2018.ASU 606 AND THE HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION (HFMA)DIFFERENTIATE BAD DEBT FROM IMPLICIT PRICE CONCESSIONS. ACCORDINGLY, HMHPNO LONGER SEPARATELY PRESENTS A PROVISION FOR BAD DEBTS ON THE STATEMENTOF OPERATIONS OR THE RELATED ALLOWANCE FOR BAD DEBTS ON THE BALANCESHEET.
SCHEDULE H, PART VI, LINE 2	NEEDS ASSESSMENT HMHP CONDUCTED A NEW 2022 COMMUNITY HEALTH NEEDS ASSESSMENT AND DEVELOPED A RELATED IMPLEMENTATION STRATEGY WHICH WERE ADOPTED MAY 2023. PRIORITIZED NEEDS FROM THIS CHNA WILL BE USED TO PLAN AND EVALUATE PROGRAMMING FOR 3 YEARS, 2023-2025. A DESCRIPTION OF HOW THEY ARE BEING ADDRESSED WILL BE PROVIDED WITH THE SCHEDULE H EACH TAX YEARS. HMHP'S 2022 CHNA AND 2023-2025 IMPLEMENTATION STRATEGIES MAY BE VIEWED ONLINE AT: HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS IN ADDITION TO THE COMMUNITY WIDE NEEDS ASSESSMENT CONDUCTED EVERY THREE YEARS, HOAG CONTINUALLY ASSESSES THE HEALTHCARE NEEDS OF THE COMMUNITY IN VARIOUS WAYS. MANY OF THE COMMUNITY BENEFIT STAFF SERVE ON THE BOARD OF DIRECTORS AND COMMITTEES OF NONPROFIT ORGANIZATIONS, WHICH ALLOWS THEM TO BE ACTIVELY ENGAGED WITH THE COMMUNITY AS WELL AND PROVIDE SUPPORT AND STRATEGIC DIRECTION. CLIENTS THAT ACCESS SERVICES AT THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING ALSO COMPLETE A SCREENING TOOL WHICH ALLOWS US TO ASSESS FUTURE PROGRAMMING NEEDS FOR THE COMMUNITY. THE DIRECTOR OF THE DEPARTMENT IS AN ACTIVE MEMBER OF THE ORANGE COUNTY MENTAL HEALTH BOARD AND THE BE WELL ORANGE COUNTY PARTNERSHIP WHICH ALLOWS FOR CONTINUOUS ASSESSMENT OF MENTAL HEALTH NEEDS, GAPS AND OPPORTUNITIES FOR THE COUNTY. THE DIRECTOR OF COMMUNITY BENEFIT ALSO COFOUNDED THE COMMUNITY SUICIDE PREVENTION INITIATIVE WITH THE GOAL OF INCREASING AWARENESS AND ACCESSIBILITY TO AVAILABLE RESOURCES, HOSTING COMMUNITY EDUCATIONAL EVENTS, AND REDUCING SUICIDE IN ORANGE COUNTY. COMMUNITY BENEFIT STAFF ALSO HOLD A SEAT WITH THE ORANGE COUNTY HEALTH CARE AGENCY'S HEALTH IMPROVEMENT PARTNERSHIP AND ORANGE COUNTY GRANTMAKERS WHICH BRINGS TOGETHER VARIOUS HEALTH RELATED ORGANIZATIONS AND PHILANTHROPIC FUNDERS TO DISCUSS COMMUNITY NEEDS, PROGRAMMING, AND COLLABORATIVE OPPORTUNITIES. HOAG'S CENTER FOR HEALTHY LIVING ALSO HOSTS A MONTHLY PROFESSIONAL NETWORK RESOURCE EXCHANGE MEETING WHICH BRINGS TOGETHER COMMUNITY LEADERS FROM THE NONPROFIT SECTOR, LOCAL SCHOOL DISTRICTS, AND HEALTH RELATED SERVICES TO DISCUSS RECENT HEALTH TRENDS AND OPPORTUNITIES TO MEET THOSE NEEDS. COMMUNITY BENEFIT STAFF ALSO INTERFACES WITH VARIOUS CITY OFFICIALS IN ORANGE COUNTY WHICH ALLOWS HOAG TO BE ENGAGED AND COLLABORATE ON ISSUES THAT ARISE. OUR ROBUST COMMUNITY BENEFIT GRANTS PROGRAM ALSO PROVIDES US WITH A LENS INTO COMMUNITY NEED AS WE INTERFACE WITH OVER 80 NONPROFIT ORGANIZATIONS WHO APPLY FOR PROGRAM FUNDING. THE APPLICATION PROCESS FOR FUNDING PROVIDES US WITH A LEARNING OPPORTUNITY ABOUT THE ORGANIZATIONS MISSION AS WELL AS GAPS AND NEEDS THEIR COMMUNITY IS FACED WITH.
SCHEDULE H, PART VI, LINE 3	HOAG PROVIDES FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE FAMILY INCOME LEVELS OF UP TO FOUR TIMES THE FEDERAL POVERTY LEVEL (FPL) GUIDELINES. HOAG GIVES CONSIDERATION TO ELIGIBLE PATIENTS WITH INSURANCE IF THEY INCUR HIGH MEDICAL COSTS AS DEFINED BY CALIFORNIA LAW, AND ALSO HAVE FAMILY INCOMES UP TO 400% OF THE FPL. HOAG INFORMS AND EDUCATES PATIENTS ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE IN THE FOLLOWING WAYS: - FINANCIAL ASSISTANCE NOTICES PRINTED IN ENGLISH AND SPANISH ARE ALSO PLACED IN THE PUBLIC ADMISSION AREAS AT HOAG HOSPITALS. - STATEMENTS MAILED TO THE PATIENT INCLUDE A CLEAR AND CONSPICUOUS NOTICE ADVISING THE PATIENT OF HOAG FINANCIAL ASSISTANCE PROGRAM AND THE APPROPRIATE CONTACT INFORMATION. - PATIENT CAN ALSO VISIT PATIENT FINANCIAL SERVICES TO MEET WITH A FINANCIAL COUNCILOR OR BY CONTACTING HOAG'S PATIENT FINANCIAL SERVICES CALL CENTER TO ANSWER ANY QUESTIONS REGARDING FINANCIAL ASSISTANCE OPTIONS. - HMHP DISCUSSES WITH THE PATIENT THE AVAILABILITY OF VARIOUS GOVERNMENT BENEFITS, SUCH AS MEDICAID OR STATE PROGRAMS, AND ASSISTS THE PATIENT WITH QUALIFICATION FOR SUCH PROGRAMS, WHERE APPLICABLE.
SCHEDULE H, PART VI, LINE 4	COMMUNITY INFORMATION HOAG'S COMMUNITY, AS DEFINED FOR THE PURPOSE OF THE COMMUNITY HEALTH NEEDS ASSESSMENT INCLUDES 88 ZIP CODES AND ALL 582 CENSUS TRACTS IN ROANGE COUNTY. HOAG'S PATIENT POPULATION COMES FROM ALL 34 CITIES AND UNINCORPORATED COMMUNITIES IN ORANGE COUNTY. AMONG THE TOP 5 CITIES SERVED BY HOAG (IRVINE, HUNTINGTON BEACH, COSTA MESA, NEWPORT BEACH AND SANTA ANA), THE AVERAGE AGE OF PATIENTS RANGES FROM 29 YEARS TO 48 YEARS OLD WITH YOUNGER PATIENTS ON AVERAGE RESIDING IN THE CITIES OF COSTA MESA AND SANTA ANA. AMONG HOAG'S OBSTETRICIAN VISITS, THE AVERAGE AGE OF COSTA MESA AND SANTA ANA PATIENTS IS 29 YEARS. FOR EMERGENCY DEPARTMENT VISITS, THE YOUNGEST PATIENTS RESIDE IN COSTA MESA AND IRVINE AND THE OLDEST PATIENTS RESIDE IN NEWPORT BEACH. THE NUMBER OF MEDICAID PATIENTS RANGE FROM 8% IN THE CITIES OF HUNTINGTON BEACH AND IRVINE TO AS MUCH AS 25% AND 21% IN THE CITIES OF COSTA MESA AND SANTA ANA, RESPECTIVELY. MEDICAID PATIENTS SKEW FEMALE, AND THEY TEND TO REPRESENT A HIGHER PERCENTAGE OF PATIENTS VISITING THE EMERGENCY DEPARTMENT. ORANGE COUNTY IS HOME TO 3.19 MILLION PEOPLE PER THE LATEST 2020 DECENNIAL CENSUS WITH A MEDIAN AGE OF 38.3 YEARS. THE 2020 CENSUS SHOWS 45% OF ORANGE COUNTY'S POPULATION IS WHITE, WHILE 55% REPRESENT ANOTHER RACIAL GROUP OR MULTI-RACIAL GROUPS. THE COUNTY'S LARGEST NON-WHITE ETHNIC AND RACIAL GROUPS ARE HISPANIC/LATINO AND ASIAN NATIVE HAWAIIAN AND PACIFIC ISLANDER. APPROXIMATELY 34% OF ORANGE COUNTY RESIDENTS CONSIDER THEMSELVES OF HISPANIC ETHNICITY, WHILE 22% ARE ASIAN NATIVE HAWAIIAN AND PACIFIC ISLANDER. ALTOGETHER, AROUND 30% OF RESIDENTS IN ORANGE COUNTY ARE FOREIGN-BORN, AND ABOUT 45% SPEAK A LANGUAGE OTHER THAN ENGLISH AT HOME. THE ORANGE COUNTY COMMUNITY EARNS ONE OF THE HIGHEST ANNUAL MEDIAN INCOMES IN THE U.S., BUT ALSO BEARS SOME OF THE HIGHEST COSTS OF LIVING. 2020 MEDIAN HOUSEHOLD INCOME IN ORANGE COUNTY IS $94,441; HOWEVER, ORANGE COUNTY IS ALSO RANKED AS ONE OF THE 10 MOST EXPENSIVE COUNTIES IN CALIFORNIA IN 2021 ACCORDING TO THE INSIGHT CENTER. THE CALIFORNIA FAMILY NEEDS CALCULATOR PUBLISHED BY THE INSIGHT CENTER REPORTS THAT A FAMILY OF 4 WITH 2 SCHOOL AGED CHILDREN NEEDS TO EARN AN HOURLY WAGE OF $23.99 PER ADULT IN THE HOUSEHOLD OR $101,336 AS A HOUSEHOLD TO PAY FOR BASIC LIVING EXPENSES IN ORANGE COUNTY. ORANGE COUNTY'S MEDIAN HOUSEHOLD INCOME IS $94,441, WHICH IS APPROXIMATELY $7,000 SHORT OF WHAT IS NEEDED TO MAKE ENDS MEET. THIS INCOME DISPARITY WILL CONTINUE TO PUT PRESSURE ON SOCIAL SERVICES IN ORANGE COUNTY TO FILL THE GAP AND WILL EXACERBATE HOUSING AND FINANCIAL INSECURITIES THAT LEAD TO POOR HEALTH AND HOMELESSNESS. FOR MORE DETAILS ON THIS INFORMATION, PLEASE REFER TO THE 2022 CHNA AT: HTTPS://WWW.HOAG.ORG/ABOUT-HOAG/COMMUNITY-BENEFIT/REPORTS/ OTHER HOSPITALS IN THE AREA INCLUDE, BUT ARE NOT LIMITED TO: - AHMC ANAHEIM REGIONAL MEDICAL CENTER - ANAHEIM - ANAHEIM GENERAL HOSPITAL (ANAHEIM, BUENA PARK) - CHAPMAN MEDICAL CENTER - ORANGE- CHILDREN'S HOSPITAL AT MISSION - MISSION VIEJO - CHILDREN'S HOSPITAL OF ORANGE COUNTY - ORANGE - FOUNTAIN VALLEY RGNL HOSP AND MED CTR - FOUNTAIN VALLEY - GARDEN GROVE HOSPITAL AND MEDICAL CENTER - GARDEN GROVE - HUNTINGTON BEACH HOSPITAL - HUNTINGTON BEACH - KAISER PERMANENTE (IRVINE, ANAHEIM) - KINDRED HOSPITAL (SANTA ANA, WESTMINSTER) - LA PALMA INTERCOMMUNITY HOSPITAL - LA PALMA - MISSION HOSPITAL LAGUNA BEACH - LAGUNA BEACH - MISSION HOSPITAL REGIONAL MEDICAL CENTER - MISSION VIEJO - ORANGE COAST MEMORIAL MEDICAL CENTER - FOUNTAIN VALLEY - SADDLEBACK MEMORIAL MEDICAL CENTER (LAGUNA HILLS/SAN CLEMENTE) - ST. JOSEPH HOSPITAL - ORANGE - ST. JUDE MEDICAL CENTER - FULLERTON - UNIVERSITY OF CALIFORNIA IRVINE MEDICAL CENTER - ORANGE - WESTERN MEDICAL CENTER - SANTA ANA
SCHEDULE H, PART VI, LINE 5	PROMOTION OF COMMUNITY HEALTH HOAG MEMORIAL HOSPITAL PRESBYTERIAN PROVIDES VITAL COMMUNITY HEALTH SERVICES AND ADDRESSES THE NEEDS OF THE UNINSURED AND UNDERINSURED THROUGH ITS FINANCIAL ASSISTANCE PROGRAM PROVIDING FREE AND DISCOUNTED CARE. HOAG MEMORIAL HOSPITAL PRESBYTERIAN IS COMMITTED TO PROMOTING THE HEALTH AND QUALITY OF LIFE IN ITS SURROUNDING COMMUNITY. THIS IS DEMONSTRATED THROUGH THE FOLLOWING MECHANISMS: - COMMUNITY BENEFIT STAFF CONTINUOUSLY ASSESS THE HEALTH NEEDS OF THE COMMUNITY BY SERVING ON BOARD OF DIRECTORS AND COMMITTEES OF NONPROFIT ORGANIZATIONS WHICH ALLOWS THEM TO BE ACTIVELY ENGAGED WITH THE COMMUNITY AND PROVIDE SUPPORT AND STRATEGIC DIRECTION. - HOAG HOSPITAL AND SHARE OUR SELVES CORPORATION (SOS) HAVE NURTURED A UNIQUE PARTNERSHIP SINCE 1984. THIS LONG-STANDING RELATIONSHIP BETWEEN SOS AND HOAG HAS ENSURED PRIMARY CARE SERVICES FOR THE MOST VULNERABLE WITH STRATEGIC GOALS THAT WORK TO IMPROVE THE OVERALL WELL-BEING OF OUR SHARED COMMUNITY. THIS COLLABORATIVE PARTNERSHIP HAS ENABLED AN INCREASED ACCESS TO PRIMARY CARE ALLOWING FOR TIMELY, EFFICIENT, AND QUALITY HEALTH CARE FOR THOSE IN NEED AS WELL AS REDUCED UTILIZATION OF EMERGENCY DEPARTMENT DUE TO ACCESS FOR MEDICAL CARE AT SOS. - HOAG HOSPITAL ALSO MAINTAINS A UNIQUE RELATIONSHIP WITH THE ALZHEIMER'S FAMILY CENTER (AFC) WHICH IS COMMITTED TO THE MISSION OF IMPROVING THE QUALITY OF LIFE FOR FAMILIES CHALLENGED BY ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA THROUGH SERVICES TAILORED TO MEET INDIVIDUAL NEEDS. HOAG HOSPITAL OWNS THE AFC FACILITY AND PROVIDES IT AT NO CHARGE, INCLUDING MAINTENANCE SERVICES AS SPECIFIED IN THE LEASE, TO THE AGENCY. ADDITIONALLY, THE HOSPITAL PROVIDES ANNUAL OPERATING AND TRANSPORTATION GRANTS. - HOAG HOSPITAL EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN ITS COMMUNITY THROUGH A CREDENTIALING PROCESS. MEMBERSHIP AND PRIVILEGES ARE GRANTED TO QUALIFIED MD'S, DO'S, AND OTHER ALLIED HEALTH PROFESSIONALS BY THE MEDICAL STAFF AND HOAG HOSPITAL BOARD OF DIRECTORS. - AS A NOT-FOR-PROFIT INSTITUTION, GOVERNANCE IS PROVIDED BY A VOLUNTEER BOARD OF DIRECTORS COMPRISED OF 18 VOTING MEMBERS. A MAJORITY OF THE ORGANIZATION'S GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN THE ORGANIZATION'S PRIMARY SERVICE AREA AND ARE NEITHER EMPLOYEES NOR CONTRACTORS OF THE ORGANIZATION, NOR FAMILY MEMBERS. - THE BOARD OF DIRECTORS ALLOCATE A SIGNIFICANT PORTION OF THE NET OPERATING INCOME TO PROMOTING THE HEALTH OF THE COMMUNITY, SPECIFICALLY SERVING THE NEEDS OF THE UNINSURED AND LOW INCOME COMMUNITIES THROUGH CHARITY CARE AND A VARIETY OF FREE OR LOW COST SERVICES AND PROGRAMS PROVIDED BY THE DEPARTMENT OF COMMUNITY HEALTH. - IN AN EFFORT TO INCREASE THE COMMUNITY POOL OF AVAILABLE TRAINED AND EDUCATED HEALTH PROFESSIONALS, HOAG INVESTS ANNUALLY IN HEALTH PROFESSIONAL TRAINING AND DEVELOPMENT. THE HOSPITAL CURRENTLY WORKS WITH A NUMBER OF PROFESSIONAL GROUPS IN THIS ENDEAVOR, INCLUDING NURSES, PHYSICAL THERAPISTS, PHARMACISTS, LABORATORY PROFESSIONALS, SOCIAL WORKERS, AND CLINICAL CARE EXTENDERS. - HOAG PROVIDES UNCOMPENSATED CARE (CHARITY) TO PATIENTS WHO ARE UNABLE TO PAY FOR THE FULL COST OF THEIR CARE. HOAG'S CHARITY CARE AND SELF-PAY DISCOUNT POLICY STATES THAT SELF-PAY AND UNINSURED PATIENTS WHO ARE UNABLE TO PAY FOR THE FULL COST OF THEIR CARE MAY QUALIFY FOR CHARITY OR DISCOUNTS ON A SLIDING SCALE FOR INCOMES UP TO 400% OF THE FEDERAL POVERTY LEVEL. TOTAL QUANTIFIABLE COMMUNITY BENEFIT EXPENDITURES (EXCLUDING MEDICARE COST OF UNREIMBURSED CARE) FOR CY2022 AMOUNTED TO OVER $78 MILLION. THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING (MHSCHL) IS A ROBUST ONE-STOP SHOP OF INTERCONNECTED AND SUPPORTIVE SERVICES THAT PROMOTE HEALTH AND WELL-BEING. THE CENTER HOUSES A WIDE VARIETY OF NON-PROFIT PARTNER AGENCIES AND THE PROGRAMS THAT ADDRESS KEY ISSUES AFFECTING THE HEALTH OF OUR COMMUNITY. A KEY COMPONENT WHICH MAKES THE COLLABORATIVE UNIQUE AND IS ESSENTIALLY THE GLUE BETWEEN THE COMMUNITY AND THE CENTER, IS OUR CENTRALIZED REGISTRATION AND CASE MANAGEMENT TEAM. THIS TEAM ASSURES THAT ALL CLIENT'S COMING INTO THE CENTER FILL OUT A SCREENER WHICH SEEKS TO IDENTIFY SOCIO-ECONOMIC STRESSORS, POTENTIAL HEALTH RISKS, MENTAL AND EMOTIONAL HEALTH ISSUES, LEGAL ISSUES, ACCESS TO HEALTH CARE, AND OTHER LIFE STRESSORS THAT CAN AFFECT ONE'S QUALITY OF LIFE. OUR CASE-MANAGEMENT TEAM PLAYS A CRITICAL ROLE IN LINKING CLIENTS TO THE APPROPRIATE SERVICES, WHILE ALSO MONITORING CLIENT'S PROGRESSION THROUGH THE REFERRAL PROCESS.
SCHEDULE H, PART VI, LINE 6	IN 2013, HOAG MEMORIAL HOSPITAL PRESBYTERIAN BECAME AFFILIATED WITH ST. JOSEPH HEALTH, AN INTEGRATED HEALTHCARE DELIVERY SYSTEM SPONSORED BY THE ST. JOSEPH HEALTH MINISTRY.ON JULY 1, 2016, PROVIDENCE HEALTH & SERVICES (PHS) AND ST. JOSEPH HEALTH SYSTEM (SJHS) ENTERED INTO A BUSINESS COMBINATION AGREEMENT. BY COMING TOGETHER, PROVIDENCE SEEKS TO BETTER SERVE ITS COMMUNITIES THROUGH GREATER PATIENT AFFORDABILITY, OUTSTANDING CLINICAL CARE, IMPROVEMENTS TO THE PATIENT EXPERIENCE AND INTRODUCTION OF NEW SERVICES WHERE THEY ARE NEEDED MOST. TOGETHER, OUR CAREGIVERS SERVE IN 51 HOSPITALS, 1,085 CLINICS ACROSS ALASKA, CALIFORNIA, MONTANA, NEW MEXICO, OREGON, TEXAS AND WASHINGTON. HOAG MEMORIAL HOSPITAL PRESBYTERIAN AND PROVIDENCE HEALTH & SERVICES DISSAFILIATED AS OF JANUARY 3, 2022.
SCHEDULE H, PART VI, LINE 7	STATE FILING OF COMMUNITY BENEFIT REPORTCALIFORNIA

Schedule H (Form 990) 2022

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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
HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number
95-1643327

Part I

General Information on Grants and Assistance

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

Yes No

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

Part II

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

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

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ACCESS CALIFORNIA SERVICES 631 SOUTH BROOKHURST STREET ANAHEIM,CA92804	33-0826205	501 (C) (3)	80,000	HEALTH COV.MENTAL HEALTH.2021 GATEKEEPER
(2) AGE WELL SENIOR SERVICES (SOUTH COUNTY SR SVC) 24300 EL TORO RD BLDG A STE 2000 LAGUNA WOODS,CA92637	93-1163563	501 (C) (3)	75,000	SENIOR TRANSPORTATION PRG. MOBILE MEALS
(3) ALZHEIMER'S FAMILY SERVICES CENTER 9451 INDIANAPOLIS AVE HUNTINGTON BEACH,CA92646	95-3463978	501 (C) (3)	2,039,699	OPERATIONS/COMMUNITY EDUC./OUTREACH PRG
(4) ALZHEIMERS ORANGE COUNTY 2515 MCCABE WAY SUITE 200 IRVINE,CA92614	95-3702013	501 (C) (3)	60,000	SPANISH SPEAKING DEMENTIA CAREGIVER
(5) AMERICAN ACADEMY OF PEDIATRICS 5000 CAMPUS DRIVE NEWPORT BEACH,CA92660	95-3731523	501 (C) (3)	50,000	CLINIC IN THE PARK
(6) BEWELL OC 18650 MACARTHUR BLVD STE 220 IRIVNE,CA92612	83-3901590	501 (C ) (3)	1,000,000	MENTAL HEALTH SYSTEM DEVELOPMENT GRANT
(7) BIG BROTHERS BIG SISTERS OF ORANGE COUNTY 1801 E EDINGER AVE SUITE 101 SANTA ANA,CA92705	95-1992702	501 (C) (3)	50,000	HS BIGS SCHOOL-BASED MENTORING PRG
(8) BRACKEN'S KITCHEN 1801 E EDINGER AVE STE 100 SANTA ANA,CA92705	95-1992702	501 (C) (3)	80,000	FOOD FEEDING PROGRAM. EVENT SPONSORSHIP
(9) BRAILLE INSTITUTE 9643 TURTLODOVE AVE FOUNTAIN VALLEY,CA26708	46-2633171	501 (C) (3)	25,000	IN-HOME SVS TO OC RESIDENTS 18 & OLDER
(10) BUILD FUTURES 18822 BEACH BLVD SUITE 211 HUNTINGTON BEACH,CA92648	90-0629740	501 (C ) (3)	35,000	HOMELESS YOUTH SELF-SUFFICIENTY PARTNER
(11) ONE OC-CANCER KINSHIP 307 PLACENTIAL AVE SUITE 203 NEWPORT BEACH,CA92663	95-2021700	501 (C ) (3)	25,000	1 ON 1-PEER MENTORSHIP PROGRAM
(12) CASA TERESA INC P O BOX 429 ORANGE,CA92856	95-3251986	501 (C ) (3)	25,000	EMERGENCY MATERNITY SHELTER
(13) CHARITABLE VENTURES OF OC PROJECT KINSHIP 4041 MACARTHUR STE 510 NEWPORT BEACH,CA92660	20-8756660	501 (C ) (3)	25,000	YOUTH DEVELOPMENT COURT PROGRAM
(14) CHILD GUIDANCE CENTER INC (STRONG FAMILIES STRON 525 CABRLITO PARK DR STE 300 SANTA ANA,CA92701	95-2546170	501 (C) (3)	25,000	STRONG FAMILIES, STRONG CHILDREN
(15) CHOC CHILDREN'S HOSPITAL 1201 W LA VETA AVE ORANGE,CA92868	95-6097416	501 (C) (3)	510,415	CHOC DIAB CENTER OPERATING GRANT
(16) CHOC CHILDREN'S FOUNDATION 455 S MAIN ST ORANGE,CA92868	95-6097416	501 (C) (3)	1,170,829	DIAB CENTER, BREATHMOBILE, SPEECH GRANTS
(17) CITY OF COSTA MESA PO BOX 1200 695 W 19TH ST COSTA MESA,CA92627	95-6005030	501 (C) (3)	50,000	TRANSPORTATION PROGRAM
(18) CITY OF HUNTINGTON BEACH 1718 ORANGE AVE HUNTINGON BEACH,CA92648	95-6000723	501 (C) (3)	50,000	TRANSPORTATION PROGRAM
(19) CITY OF NEWPORT BEACH PO BOX 269110- FIRE DEPT SACRAMENTO,CA92858	95-6000751	501 (C) (3)	50,000	TRANSPORTATION PROGRAM
(20) COMMUNITY ACTION PARTNERSHIP OF OC 11870 MONARCH ST GARDEN GROVE,CA92841	95-2452787	501 (C) (3)	25,000	ECONOMIC EMPOWERMENT PROGRAM
(21) COMMUNITY FOR INNOVATIONS ENTREPRENEURSHIP (CIELO 16787 BEACH BLVD STE233 HUNTINGTON BEACH,CA92647	61-1495237	501 (C) (3)	62,500	CHILDCARE GRANT, NIGHT MARKET SPONSOR
(22) COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY (CHIO 1505 E 17TH ST SUITE 121 SANTA ANA,CA92705	47-2671013	501 (C) (3)	27,500	COMMUNITY HEALTH ACCESS PROGRAM
(23) COMMUNITY SENIOR SERVE 1200 N KNOLLWOOD CIRCLE ANAHEIM,CA92801	95-2771715	501 (C) (3)	50,000	SENIOR NUTRITION PROGRAM
(24) COUNCIL ON AGING ORANGE COUNTY 1971 E 4TH ST SUITE 200 SANTA ANA,CA92705	95-2874089	501 (C) (3)	115,000	VISITOR PRG, SMILEMAKERS, COMEDY SPONSOR
(25) CRIME SURVIVORS INC PO BOX 54552 IRVINE,CA92619	30-0229425	501 (C) (3)	40,000	SUPPORT TO CRIME VICTIMS, HOLLY DAY
(26) EPILEPSY SUPPORT NETWORK OF OC 1500 ADAMS ST SUITE 301 COSTA MESA,CA92626	27-0681680	501 (C) (3)	35,000	SUPPORT AND EDUCATIONAL PROGRAMS
(27) FAMILIES FORWARD 8 THOMAS IRVINE,CA92618	33-0086043	501 (C) (3)	225,000	FAMILY COUNSELING, RENTAL ASSISTANCE
(28) FRIENDSHIP SHELTER PO BOX 4252 LAGUNA BEACH,CA92652	33-0219404	501 (C) (3)	25,000	PATHWAYS TO HOUSING
(29) GIRLS INC 1815 ANAHEIM AVE COSTA MESA,CA92627	95-1810150	501 (C) (3)	110,000	BUILDING BLOCKS
(30) GOODWILL OF ORANGE COUNTY 410 N FAIRVIEW ST SANTA ANA,CA92703	95-1644018	501 (C ) (3)	25,000	VETERANS SERVICE
(31) HEALTHY SMILES 2101 E 4TH ST SUITE 220 SANTA ANA,CA92705	38-3675065	501 (C) (3)	50,000	DENTAL SEDATION TO UNDERSERVED CHILDREN
(32) HOPE HARBORLAUREL HOUSE 1 HOPE DRIVE TUSTIN,CA92782	33-0098433	501 (C ) (3)	30,000	HOME FOR TEENS IN CRISIS, SPONSORSHIP
(33) HUMAN OPTIONS PO BOX 53745 IRIVNE,CA92619	95-3667817	501 (C) (3)	55,500	MENTAL HEALTH SVS TO VICTIMS-D. VIOLENCE
(34) HURTT CLINIC 1 HOPE DRIVE TUSTIN,CA927820221	23-0906866	501 (C ) (3)	25,000	CARE NAVIGATION PROGRAM
(35) INNOVATIVE HOUSING OPPORTUNITIES 501 N GOLDEN CIRCLE STE 100 SANTA ANA,CA92705	95-3068902	501 (C) (3)	25,000	ECONOMIC SELF-RELIANCE
(36) IRVINE ADULT DAY HEALTH SERVICES 20 LAKE ROAD IRVINE,CA92604	33-0599371	501 (C) (3)	50,000	TRANSPORTATION PROGRAM
(37) IRVINE CHILDREN'S FUND 14301 YALE AVENUE IRVINE,CA92604	33-0177921	501 (C ) (3)	25,000	BEFORE & AFTER SCHOOL CHILD CARE SCHOLA
(38) IRVINE PUBLIC SCHOOLS FOUNDATION 18552 MAC ARTHUR BLVD SUITE 200 IRVINE,CA92612	33-0733191	501 (C ) (3)	25,000	IPSF HEALTH AND WELLNESS INITIATIVE
(39) KIWANIS CLUB OF COSTA MESA FOUNDATION 3843 S BRISTOL ST 274 SANTA ANA,CA92704	39-2071312	501 (C ) (3)	10,000	DISCRETIONARY: KELLY'S CLOSET - CLOTHE
(40) KOREAN COMMUNITY SERVICES INC 451 W LINCOLN AVE SUITE 100 ANAHEIM,CA92805	95-3245254	501 (C ) (3)	50,000	MEDICATION & INTEGRATED CARE IN IRVINE
(41) LAGUNA BEACH SENIORS INC (THE SUSIQ) 380 THIRD ST LAGUNA BEACH,CA92651	95-2983350	501 (C) (3)	25,000	FEELING THE BLUES
(42) LATINO HEALTH ACCESS 450 W 4TH STREET STE130 SANTA ANA,CA92701	33-0562943	501 (C) (3)	70,000	WOMEN HEALTH/PREVENTION-CHRONIC DISEASE
(43) LGBTQ CENTER ORANGE COUNTY 1605 N SPURGEON STREET SANTA ANA,CA92701	95-2934041	501 (C ) (3)	50,000	MENTAL HEALTH SERVICES
(44) MARIPOSA WOMEN AND FAMILY CENTER 1845 S ORANGEWOOD AVE STE 300 ORANGE,CA92868	95-3626580	501 (C ) (3)	25,000	COMMUNITY COUNSELING PROGRAM
(45) MARY'S SHELTER 18221 E 17 STREET SANTA ANA,CA92705	33-0203768	501 (C) (3)	25,000	MENTAL HEALTH FOR FOSTER CARE GIRLS
(46) MERCY HOUSE PO BOX 1905 SANTA ANA,CA92701	33-0315864	501 (C) (3)	25,000	THE FAMILY CARE CENTER
(47) MIRACLES FOR KIDS 17848 SKY PARK CYCLE STE C IRVINE,CA92614	91-2160616	501 (C) (3)	25,000	HEALTH PRG TO CRITICALLY-ILL CHILDREN
(48) MOMS 1128 W SANTA ANA BLVD SANTA ANA,CA92703	33-0518078	501 (C) (3)	75,000	MATERNAL CHILD HEALTH COORDINATION
(49) NAMI ORANGE COUNTY 24822 JERONIMO LANE LAKE FOREST,CA92630	95-3726369	501 (C) (3)	125,000	MENTAL HEALTH & EDUCATION+NAMI IN LOBBY
(50) NEWPORT -MESA UNIFIED SCHOOL DISTRICT 2045 MEYER PLACE BLDG B COSTA MESA,CA92626	95-2417783	501 (C) (3)	245,000	HOPE CLINIC -HOMELESS SENIORS SVS
(51) ORANGE COUNTY HUMAN RELATIONS 1801 E EDINGER AVE STE 115 SANTA ANA,CA92705	33-0438086	501 (C) (3)	80,000	YOUTH CONFERENCE + BRIDGES SCHOOL PRG
(52) OMID MULTICULTURAL INSTITUTE FOR DEVELOPMENT 2101 BUSINESS CENTER DR 150 IRVINE,CA92612	27-2337843	501 (C ) (3)	25,000	P.E.A.R.L.S FOR SENIORS
(53) ONE OC KID HEALTHY 1901 E FOUTH ST STE 100 SANTA ANA,CA92705	95-2021700	501 (C) (3)	25,000	PADRES EN ACCION
(54) ORANGE COUNTY ASIAN AND PACIFIC ISLANDER COMMUNITY 12912 BROOKHURST ST 410 GARDEN GROVE,CA92840	91-2047245	501 (C ) (3)	25,000	HEALTHY OPPORTUNITY-PROMOTE EMPOWERMENT
(55) ORANGE COUNTY COMMUNITY HOUSING CORP 501 N GOLDEN CIRCLE DR 200 SANTA ANA,CA92705	95-3221290	501 (C) (3)	25,000	STEPPINGUP PROGRAM
(56) ORANGE COUNTY UNITED WAY 18012 MICHELL AVE SOUTH IRVINE,CA92614	33-0047994	501 (C) (3)	28,000	OC FREE TAX PREP, WOMENS PHILANTHROPY
(57) PEDIATRIC ADOLESCENT DIABETES RESEARCH EDU (PADRE 455 S MAIN STREET ORANGE,CA92868	33-0099451	501 (C) (3)	55,000	TYPE 1 DIABETES EDUCATION, SPONSORSHIP
(58) PEOPLE FOR IRVINE COMMUNITY HEALTH DBA 211 ORANGE 1505 E 17 STREET STE108 SANTA ANA,CA92705	33-0063532	501 (C) (3)	50,000	CONNECT INITIATIVE
(59) PHOENIX HOUSE ORANGE COUNTY INC 11600 ELDRIDGE AVE LAKE VIEW TERRACE,CA91342	22-2268070	501 (C ) (3)	25,000	USE DISORDER TREATMENT FOR OC ADULTS
(60) PHOENIX MULTISPORT INC DBA THE PHOENIX 2239 CHAMPA STREET DENVER,CO80205	20-4648043	501 (C ) (3)	10,000	DISCRETIONARY:SOBER ACTIVE COMMUNITY PRG
(61) PROJECT HOPE ALLIANCE 1954 PLACENTIA AVE STE 202 COSTA MESA,CA92627	75-3099628	501 (C) (3)	25,000	PROMOTOR PATHWAY
(62) PROJECT SELF SUFFICIENCY 307 PLACENTIA STE 203 NEWPORT BEACH,CA92663	33-0597719	501 (C) (3)	35,000	HOMELESS PREVENTION/RAPID REHOUSING PRG
(63) PROJECT YOUTHORANGE COUNTY BAR FOUNDATION 1605 E 17TH STREET SANTA ANA,CA92705	23-7068923	501 (C ) (3)	50,000	STOP SHORT OF ADDICTION
(64) PUBLIC LAW CENTER 601 W CIVIC CENTER DR SANTA ANA,CA92701	95-3709253	501 (C) (3)	60,000	FAMILY LAW
(65) RADIANT HEALTH CENTERSAIDS SERVICE FOUNDATION 17982 SKYPARK CIRCLE STE J IRVINE,CA92614	33-0126481	501 (C) (3)	25,000	HIV MEDICAL CASE MANAGEMENT PROGRAM
(66) SAVE OUR YOUTH 661 HAMILTON 180 COSTA MESA,CA92627	33-0585600	501 (C) (3)	50,000	HOLLISTIC APPROACH-IMPROVE TEEN HEALTH
(67) SECOND HARVEST FOOD BANK 426 S WEST ALMOND AVE ORANGE,CA92866	95-3033494	501 (C) (3)	50,000	FEEDING FAMILIES
(68) SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DRIVE COSTA MESA,CA92626	23-7287150	501 (C) (3)	25,000	DANCE & MUSIC SCHOOL-DISABILITIES CHILDREN
(69) SENECA OC 18302 IRVINE BLVD 300 TUSTIN,CA92780	94-2971761	501 (C) (3)	25,000	MENTAL HEALTH CLINICS
(70) SERVING KIDS HOPEDR RIBA'S HEALTH CLUB 2100 W ALTON AVE 2 SANTA ANA,CA92704	47-1518476	501 (C) (3)	30,000	HEAL: HEALTHY EATING AND LIVING
(71) SERVING PEOPLE IN NEED (SPIN) 151 KALMUS DRIVE STE H2 COSTA MESA,CA92626	33-0329687	501 (C) (3)	50,000	GUIDED ASSISTANCE TO PERMANENT PLACEMENT
(72) SHANTI ORANGE COUNTY 23461 SOUTH POINTE DR STE 100 LAGUNA HILLS,CA92653	33-0236592	501 (C ) (3)	25,000	MENTAL HEALTH SVS TO CHRONIC ILLNESS
(73) SHARE OUR SELVES CLINIC 1550 SUPERIOR AVE COSTA MESA,CA92627	95-3222316	501 (C) (3)	965,000	ACCESS TO CARE EXPANSION, EVENT SPONSOR
(74) SHOES THAT FIT 1420 N CLAREMONT BLVD STE 204A CLAREMONT,CA91711	95-4425565	501 (C ) (3)	10,000	S. CA BACK-TO-SCHOOL/HOLIDAY SHOE PROJ.
(75) SOUTH COUNTY OUTREACH 7 WHATNEY SUITE B IRVINE,CA92618	33-0330233	501 (C ) (3)	25,000	SOUTH COUNTY-HOMELESS PREVENTION
(76) SUSAN G KOMEN 3191 AIRPORT LOOP DR A COSTA MESA,CA92626	33-0487943	501 (C) (3)	25,000	TREATMENT ASSISTANCE PROGRAM (TAP)
(77) THE CAMBODIAN FAMILY 1626 E 4TH STREET SANTA ANA,CA92701	95-3854831	501 (C) (3)	50,000	HEALTHY CHANGES PROGRAM
(78) THE PURPOSE OF RECOVERY 23 CORPORATE PLAZA DR SUITE 225 NEWPORT BEACH,CA92660	85-0914885	501 (C ) (3)	25,000	SPANISH SPEAKING RECOVERY COMM. SUPPORT
(79) THE WOODEN FLOOR 1810 N MAIN STREET SANTA ANA,CA92706	33-0299356	501 (C ) (3)	25,000	YOUTH/FAMILY SVS AT THE WOODEN FLOOR
(80) TIYYA FOUNDATION 505 N TUSTIN AVE SUITE 280 SANTA ANA,CA92705	27-3128801	501 (C ) (3)	15,000	REFUGEE YOUTH ALL STAR PROGRAM
(81) UNITED CEREBRAL PALSY OF OC 980 ROOSEVELT STE100 IRVINE,CA92620	95-1856340	501 (C) (3)	50,000	CARE-LOW INCOME CHILDREN WITH DISABILITIES
(82) VETERANS LEGAL INSTITUTE 2100 N BROADWAY STE209 SANTA ANA,CA92706	47-1608069	501 (C) (3)	25,000	WOMEN VETERANS FREE LEGAL RIGHTS
(83) VITAL ACCESS CARE FOUNDATION 17150 NEWHOPE ST SUITE 203 FOUNTAIN VALLEY,CA92708	91-2170415	501 (C ) (3)	25,000	WOMEN'S HEALTH INITIATIVE
(84) WAYMAKERS 1221 E DYER STE120 SANTA ANA,CA92705	95-3167866	501 (C) (3)	35,000	CSP HUNTINGTON BEACH YOUTH SHELTER
(85) WELLNESS AND PREVENTION CENTER 700 AVENIDA PICO SAN CLEMENTE,CA92673	47-2443093	501 (C ) (3)	25,000	GREATER ACCESS TO MENTAL HEALTH SVS
(86) WISEPLACE 1411 N BROADWAY SANTA ANA,CA92706	95-1684796	501 (C) (3)	25,000	STEPS TO INDEPENDENCE
(87) YOUNG LIVES REDEEMED 1351 E CHAPMAN AVE SUITE C FULLERTON,CA92831	47-1849084	501 (C) (3)	35,000	ORANGE COUNTY WELLNESS PROJECT
(88) YOUTH EMPLOYMENT SERVICES 114 EAST 19TH ST COSTA MESA,CA92627	95-2704522	501 (C) (3)	40,000	COMPREHENSIVE YOUTH JOB READINESS PRG

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

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

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

Cat. No. 50055P

Schedule I (Form 990) 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:

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

Schedule I (Form 990) 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

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Part I

Questions Regarding Compensation

Yes

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

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

Travel for companions Payments for business use of personal residence

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

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

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Cat. No. 50053T

Schedule J (Form 990) 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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1ROBERT BRAITHWAITE CEO	(i) (ii)	1,219,237 ------------- 0	2,005,600 ------------- 0	7,482 ------------- 0	292,025 ------------- 0	24,823 ------------- 0	3,549,167 ------------- 0	210,960 ------------- 0
2ANDREW GUARNI EVP AND CFO	(i) (ii)	700,800 ------------- 0	370,564 ------------- 0	24,763 ------------- 0	68,120 ------------- 0	9,057 ------------- 0	1,173,304 ------------- 0	19,961 ------------- 0
3JAN BLUE VP SR CHIEF ADMIN OFFICER	(i) (ii)	527,981 ------------- 0	319,610 ------------- 0	13,564 ------------- 0	37,275 ------------- 0	8,175 ------------- 0	906,605 ------------- 0	0 ------------- 0
4MARCY BROWN VP SR CHIEF HOSPITAL OPERATION	(i) (ii)	502,223 ------------- 0	319,247 ------------- 0	4,748 ------------- 0	47,584 ------------- 0	18,939 ------------- 0	892,741 ------------- 0	20,926 ------------- 0
5RICHARD MARTIN VP SR PATIENT CARE SVC AND CNO	(i) (ii)	469,202 ------------- 0	287,375 ------------- 0	42,989 ------------- 0	46,425 ------------- 0	8,165 ------------- 0	854,156 ------------- 0	25,203 ------------- 0
6MARGARET T CONK VP SR CHIEF CLINICAL INST OFF.	(i) (ii)	472,956 ------------- 0	292,798 ------------- 0	4,391 ------------- 0	50,240 ------------- 0	9,334 ------------- 0	829,719 ------------- 0	13,165 ------------- 0
7FLYNN ANDRIZZI FOUNDATION PRESIDENT	(i) (ii)	494,376 ------------- 0	222,242 ------------- 0	34,322 ------------- 0	38,255 ------------- 0	7,361 ------------- 0	796,556 ------------- 0	22,845 ------------- 0
8MICHAEL BRANT-ZAWADSKI EXEC DIR MED R PHYSICIAN EXEC	(i) (ii)	479,476 ------------- 0	244,254 ------------- 0	13,852 ------------- 0	40,325 ------------- 0	12,913 ------------- 0	790,820 ------------- 0	0 ------------- 0
9KRIS IYER VP SR & CHIEF PHYS DEV OFFICER	(i) (ii)	443,014 ------------- 0	284,835 ------------- 0	9,492 ------------- 0	37,275 ------------- 0	435 ------------- 0	775,051 ------------- 0	0 ------------- 0
10SANFORD SMITH VP SR REAL ESTATE & FACILITIES	(i) (ii)	424,273 ------------- 0	252,950 ------------- 0	11,903 ------------- 0	37,275 ------------- 0	18,872 ------------- 0	745,273 ------------- 0	0 ------------- 0
11MARTIN FEE VP SR AND CCO	(i) (ii)	398,865 ------------- 0	237,500 ------------- 0	5,615 ------------- 0	47,027 ------------- 0	945 ------------- 0	689,952 ------------- 0	8,996 ------------- 0
12ALLYSON BROOKS EXEC DIR MED WOMENS HEALTH	(i) (ii)	407,601 ------------- 0	205,011 ------------- 0	5,359 ------------- 0	35,750 ------------- 0	24,209 ------------- 0	677,930 ------------- 0	0 ------------- 0
13KATHY AZEEZ NARAIN VP CHIEF DIGITAL OFFICER	(i) (ii)	444,074 ------------- 0	191,105 ------------- 0	872 ------------- 0	15,250 ------------- 0	427 ------------- 0	651,728 ------------- 0	0 ------------- 0
14ERIC CHEUNG VP SR & CHIEF LEGAL OFFICER	(i) (ii)	518,261 ------------- 0	0 ------------- 0	1,140 ------------- 0	45,500 ------------- 0	22,492 ------------- 0	587,393 ------------- 0	9,750 ------------- 0
15CARMELLA CASSETTA VP CIO IT OPERATIONS	(i) (ii)	335,713 ------------- 0	163,984 ------------- 0	4,593 ------------- 0	35,265 ------------- 0	18,775 ------------- 0	558,330 ------------- 0	0 ------------- 0
16PINKIE NOLAN VP CHIEF VALUE OFFICER	(i) (ii)	321,842 ------------- 0	165,744 ------------- 0	3,078 ------------- 0	15,250 ------------- 0	14,405 ------------- 0	520,319 ------------- 0	0 ------------- 0

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 4B

THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A SERP PLAN ON BEHALF OF CERTAIN MEMBERS OF SENIOR MANAGEMENT IN ACCORDANCE WITH PLAN DOCUMENTS. CERTAIN EXECUTIVES PARTICIPATE IN A NONQUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN PROVIDED BY A RELATED ENTITY. THE FOLLOWING INDIVIDUALS RECEIVED A CONTRIBUTION DURING THE CURRENT YEAR: RICK MARTIN - $25,203 ROBERT BRAITHWAITE - $210,960 ANDREW GUARNI - $19,961 FLYNN ANDRIZZI - $22,845 MARTIN FEE - $8,996 MARCY BROWN - $20,926 MARGARET T. CONK- $13,165 ERIC CHEUNG - $9,750

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

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

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
HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number
95-1643327

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	CALIFORNIA PUBLIC FINANCE AUTHORITY	47-4447476	13057EFR0	04-06-2022	370,003,643	SEE PART VI		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	373,313,615
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	94,087,989
11 Other spent proceeds .............
12 Other unspent proceeds .............	279,225,626
13 Year of substantial completion .............
	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
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
16 Has the final allocation of proceeds been made? ..........		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X

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

Cat. No. 50193E

Schedule K (Form 990) 2021

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		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?
c Are there any research agreements that may result in private business use of bond-financed property? .............		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 ....	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 .........	0 %
6 Total of lines 4 and 5 .............	0 %
7 Does the bond issue meet the private security or payment test? ...		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
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

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......	X
b Exception to rebate? ........		X
c No rebate due? .........		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X

Schedule K (Form 990) 2021

Page 3

Part Ⅳ

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
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
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
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference

Explanation

PART I, COLUMN C

PART I, COLUMN C, CUSIP#: THE CUSIP LISTED IN PART I IS THE FINAL MATURITY OF SERIES 2022B-2 PORTION OF THE ISSUE, THE FINAL MATURITY OF THE SERIES 2022B-1 PORTION IS 13057EFQ2, AND THE FINAL MATURITY OF THE SERIES 2022A PORTION IS 130578EEX8. PART I, COLUMN F, DESCRIPTION OF PURPOSE: THE PROCEEDS OF THE BONDS ARE BEING USED TO FINANCE A PORTION OF THE COST OF THE ACQUISITION, CONSTRUCTION, RENOVATION, EQUIPPING, FURNISHING AND INSTALLATION OF VARIOUS FACILITIES AT THE BORROWER'S IRVINE CAMPUS. PART II, LINE 3, TOTAL PROCEEDS: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO INVESTMENT EARNINGS ON THE PROJECT FUND THROUGH 12/31/2022. PART IV, LINE 3: THE SERIES 2022A PORTION OF THE ISSUE IS FIXED, BUT SERIES 2022B-1 & 2022B-2 ARE VARIABLE RATE BONDS.

Schedule K (Form 990) 2021

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Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

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

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

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

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






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

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

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

Cat. No. 50056A

Schedule L (Form 990) 2021

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) CHRISTOPHER CHEWENS	SEE PART V	191,169	SEE PART V		No

Part V

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

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

Schedule L (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.
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Attach to Form 990 or 990-EZ.
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Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Return Reference	Explanation
FORM 990, PART III, LINE 4A	THE HOAG MEMORIAL HOSPITAL PRESBYTERIAN COMMUNITY BENEFIT PROGRAM WAS FORMALIZED IN 1995 AND HAS GROWN SIGNIFICANTLY SINCE THAT TIME. WE HAVE SERVED OVER 100 NONPROFIT COMMUNITY ORGANIZATIONS IN A VARIETY OF HEALTH AND SOCIAL SERVICE CATEGORIES. WE CONTINUE TO EMPHASIZE THE DEVELOPMENT OF SUSTAINED COLLABORATIVE RELATIONSHIPS AND THE PROVISION OF UNDUPLICATED SERVICES TO DISADVANTAGED RESIDENTS IN OUR COMMUNITY AS CORE ELEMENTS OF THE PROGRAM. THE DEPARTMENT OF COMMUNITY HEALTH PROVIDES DIRECT SERVICES AND COLLABORATES WITH OTHER NOT-FOR-PROFIT COMMUNITY-BASED ORGANIZATIONS TO PROMOTE THE HEALTH OF OUR COMMUNITIES. THE DEPARTMENT COORDINATES HOAG'S COMMUNITY BENEFIT ACTIVITIES, DRIVEN BY THE HEALTH NEEDS OF OUR SURROUNDING COMMUNITIES, WHICH ARE REGULARLY REVIEWED IN AN ONGOING MANNER. THE DEPARTMENT PROVIDES SERVICES WHICH ARE UNDUPLICATED IN THE COMMUNITY. THESE CURRENTLY INCLUDE MENTAL HEALTH SERVICES, COMMUNITY NURSE NAVIGATION, COMMUNITY-BASED PROGRAM GRANTS, AND OTHER HEALTH AND WELLNESS PROGRAMS AND SERVICES. IN ORDER TO PROMOTE EFFECTIVE ACCESS TO HEALTH CARE AND RELATED SERVICES, THE DEPARTMENT WORKS IN COLLABORATION WITH A NUMBER OF NOT-FOR-PROFIT COMMUNITY-BASED ORGANIZATIONS TO PROVIDE INSURANCE COVERAGE AS WELL AS FREE SERVICES TO UNDERSERVED AND VULNERABLE RESIDENTS, MANY OF WHOM ARE UNDOCUMENTED. CHARITY CARE IS AN INTEGRAL COMPONENT OF THE BENEFIT THAT HOAG PROVIDES TO THE COMMUNITY. THE CURRENT HOSPITAL CHARITY CARE AND SELF PAY DISCOUNT POLICY PROVIDES ASSISTANCE ON A SLIDING SCALE FOR UNINSURED AND SELF-PAY PATIENTS WITH FAMILY INCOMES UP TO 400% OF THE FEDERAL POVERTY LEVEL. PROGRAM SERVICE ACCOMPLISHMENTS MENTAL HEALTH CENTER: - PROVIDED MENTAL HEALTH SERVICES TO 669 CLIENTS IN THE FORM OF PSYCHOTHERAPY. - RESOURCE BROKERING, AND/OR CASE MANAGEMENT PROVIDED TO 251 INDIVIDUALS. - OFFERED PSYCHOTHERAPEUTIC, PSYCHO EDUCATIONAL GROUPS AND COMMUNITY PRESENTATIONS RESULTING IN 3114 ENCOUNTERS. - OUR PROFESSIONAL DEVELOPMENT PROGRAM PROVIDED 21 VIRTUAL TRAININGS. A SAMPLING OF THE TRAININGS OFFERED INCLUDED: ASIST FOR SUICIDE ASSESSMENT AND INTERVENTION, LAW AND ETHICS, SELF-COMPASSION, ACES INTERFACE, MENTAL HEALTH FIRST AID CLASSES, MENTAL HEALTH AND NUTRITION AND EMDR. THE NUMBER OF PROFESSIONALS TRAINED FOR CY2022 WAS 1,225 AND OF THOSE 419 RECEIVED FREE CONTINUING EDUCATION CREDITS COURTESY OF THE MENTAL HEALTH CENTER. - TRAINED 3 YOGA THERAPY INTERNS IN COLLABORATION WITH BE THE CHANGE YOGA WHO PROVIDED A TOTAL OF 147 YOGA THERAPY SESSIONS. COMMUNITY BENEFIT GRANTS PROGRAM: - 86 GRANTS FUNDED TOTALING OVER $7M - PRIORITY FOCUS AREAS INCLUDED: ACCESS TO CARE, ECONOMIC SECURITY, MENTAL HEALTH, AND PREVENTION OF CHRONIC DISEASE AND MANAGEMENT, WOMEN'S HEALTH, AND SUBSTANCE USE. MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING: THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING (MHSCHL) IS A ONE-STOP-SHOP FOR HEALTH AND SOCIAL SERVICES. THROUGH CO-LOCATION AND COLLABORATION WITH PARTNER AGENCIES, THE CENTER PROVIDES FREE CLASSES, WORKSHOPS AND SUPPORTIVE SERVICES TO THE COMMUNITY. -PROVIDED CRISIS CASE MANAGEMENT AND RESOURCE BROKERING TO 3,242 INDIVIDUALS. -GIRLS INC'S PROVIDED 1441 ENCOUNTERS FOR AFTER SCHOOL HOMEWORK, RESILIENCY PROGRAMMING, AND STEM ACTIVITIES. -PUBLIC LAW CENTER PROVIDED 131 INDIVIDUALS WITH LEGAL CONSULTATION OR REPRESENTATION IN THE AREA OF FAMILY LAW DIVORCE, DV, CHILD CUSTODY ETC. -PARTNERED WITH UNITED WAY'S OC FREE TAX PREP SERVICE TO PROVIDE 455 LOW-INCOME TAX RETURNS AT NO-COST TO THE TAXPAYER. -CHIOC CONNECTED 61 INDIVIDUALS TO AFFORDABLE, QUALITY HEALTH CARE AND SOCIAL SERVICES. -PROJECT SELF-SUFFICIENCY PROVIDED 158 INDIVIDUALS WITH FINANCIAL ASSISTANCE, LONG-TERM CASE MANAGEMENT, AND OTHER RESOURCES TO PROVIDE A PATH FOR A SUCCESSFUL ACADEMIC JOURNEY TOWARD ECONOMIC SELF-RELIANCE. -PARTNERED WITH OC DIAPER BANK TO DISTRIBUTE 179,490 DIAPERS/PULL UPS TO NEEDY FAMILIES. -PROVIDED WELLNESS CLASSES SUCH AS YOGA, ZUMBA AND OTHER FITNESS CLASSES TO 6,033 INDIVIDUALS -PARTNERED WITH SECOND HARVEST FOOD BANK TO PROVIDE 11,030 INDIVIDUALS WITH FRESH PRODUCE AND GROCERIES THROUGH OUR BIWEEKLY FOOD DISTRIBUTION -IN PARTNERSHIP WITH SHARE OUR SELVES AND FAMILIES FORWARD, 141 INDIVIDUALS RECEIVED RENTAL OR MOTEL ASSISTANCE TOTALING $88,972. - IN COLLABORATION WITH SUPERVISOR BARTLETT'S OFFICE, MHSCHL DISTRIBUTED $150,000 WORTH OF GROCERY GIFT CARDS FOR INDIVIDUALS AND FAMILIES FACING FOOD INSECURITY. - 18 INDIVIDUALS RECEIVED FREE HAIR AND NAIL APPOINTMENTS IN PARTNERSHIP WITH THE BEAUTY BUS. - PARTNERED WITH ALINEA TO PROVIDE FREE MAMMOGRAM SCREENINGS TO 89 WOMEN. - PROVIDED MONTHLY PROFESSIONAL NETWORKING AND RESOURCE EXCHANGE MEETINGS FOR 458 PROFESSIONALS TO NETWORK WITH COMMUNITY PARTNERS. - PARTNERED WITH GIRLS INC TO PROVIDE 2,117 STUDENTS WITH AFTERSCHOOL STEM ACTIVITIES AND SPRING/SUMMER CAMPS. - PARTNERED WITH NMUSD AND IKEA IN HOSTING A BACK-TO-SCHOOL RESOURCE FAIR SERVING OVER 3,000 INDIVIDUALS. - TRAINED AND CERTIFIED 158 INDIVIDUALS WITH CPR CERTIFICATION. - PARTNERED WITH CLINIC IN THE PARK TO PROVIDE BOOSTER SEATS AND CAR SEAT SAFETY TRAINING TO 94 CAREGIVERS. - IN COLLABORATION WITH COUNCIL ON AGING, 370 INDIVIDUALS PARTICIPATED IN ENGLISH AS A SECOND LANGUAGE CLASSES. COMMUNITY NURSE NAVIGATOR PROGRAM THE PROGRAM HAS 2 FULL-TIME REGISTERED NURSES. CLIENT CARE IS PROVIDED INDIVIDUALLY AND IN GROUP SETTINGS VIA THE FOLLOWING MODALITIES: IN PERSON, ZOOM, AND TELEPHONE. BELOW ARE A FEW HIGHLIGHTS FROM 2022: PROVIDED NURSING EDUCATION, CASE MANAGEMENT, NAVIGATION, AND ADVOCACY: 400 SESSIONS PROVIDED 247 SESSIONS OF HEALTH COACHING HEALTH EDUCATION WORKSHOPS (ENGLISH AND SPANISH) WERE PROVIDED TO 378 PARTICIPANTS PROMOTORES PROGRAM PROMOTORES SERVE AS LINKS BETWEEN THEIR COMMUNITIES AND HEALTH AND SOCIAL SERVICE PROVIDERS AND ARE BILINGUAL AND BICULTURAL AND SERVE THE SAME COMMUNITIES IN WHICH THEY LIVE. THE FOLLOWING ARE SOME ACCOMPLISHMENTS DURING CY2021: 8481 CONTACTS WERE MADE THROUGH DOOR-TO-DOOR AND TABLING EVENTS WITH HEALTH EDUCATION AND PSYCHOSOCIAL RESOURCES 263 PARTICIPANTS ATTENDED A HEALTH EDUCATIONAL PRESENTATION/CLASS 2449 FAMILIES RECEIVED FRESH FOOD AND PRODUCE 1338 OUTREACH PHONE CALLS WERE MADE 1223 CASE MANAGEMENT SESSIONS WERE PROVIDED 279 PEOPLE ATTENDED A FITNESS CLASS 235 PARTICIPATED IN A MONTHLY BOOK CLUB MEETING 60 ATTENDED THE TALK SAVES LIVES PROGRAM
FORM 990, PART VI, SECTION A, LINE 2	BUSINESS RELATIONSHIPS OFFICER ROBERT BRAITHWAITE, OFFICER ANDREW GUARNI, AND BOARD MEMBER PAUL HEESCHEN HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6	MEMBERS OR STOCKHOLDERS: THE CORPORATION AND PROVIDENCE ST. JOSEPH HEALTH DISSAFILIATED AS OF JANUARY 3, 2022. FROM JANUARY 1 -2, 2022, THE MEMBERS OF THE CORPORATION CONSISTED OF THE FOLLOWING: I. COVENANT HEALTH NETWORK INC. ("CHN") II. THE GEORGE HOAG FAMILY FOUNDATION ("GHF FOUNDATION") III. THE CONSTITUENT REFORMED PRESBYTERIAN CHURCHES LOCATED IN ORANGE COUNTY, CALIFORNIA WHICH INCLUDE DENOMINATIONS OF THE LOS RANCHOS PRESBYTERY OF THE PRESBYTERIAN CHURCH (USA) AND ECO: A COVENANT ORDER OF EVANGELICAL PRESBYTERIANS, AS REPRESENTED BY THE ASSOCIATION OF PRESBYTERIAN MEMBERS (THE "APM"), AND IV. SUCH INDIVIDUAL MEMBERS AS MAY BE APPOINTED BY THE GHF FOUNDATION OR THE APM UP TO A MAXIMUM OF FORTY-EIGHT (48) INDIVIDUAL MEMBERS TO BE DIVIDED EQUALLY BETWEEN THE GHF FOUNDATION AND THE APM, OF WHICH THERE WERE NONE APPOINTED. FROM JANUARY 3, 2022 THROUGH THE REMAINDER OF CY2022, THE MEMBERS OF THE CORPORATION CONSISTED OF THE FOLLOWING: III. THE GEORGE HOAG FAMILY FOUNDATION ("GHF FOUNDATION") II. THE CONSTITUENT REFORMED PRESBYTERIAN CHURCHES LOCATED IN ORANGE COUNTY, CALIFORNIA WHICH INCLUDE DENOMINATIONS OF THE LOS RANCHOS PRESBYTERY OF THE PRESBYTERIAN CHURCH (USA) AND ECO: A COVENANT ORDER OF EVANGELICAL PRESBYTERIANS, AS REPRESENTED BY THE ASSOCIATION OF PRESBYTERIAN MEMBERS (THE "APM"), AND III. SUCH INDIVIDUAL MEMBERS AS MAY BE APPOINTED BY THE GHF FOUNDATION OR THE APM UP TO A MAXIMUM OF FIFTY (50) INDIVIDUAL MEMBERS TO BE DIVIDED EQUALLY BETWEEN THE GHF FOUNDATION AND THE APM, OF WHICH THERE WERE NONE APPOINTED.
FORM 990, PART VI, SECTION A, LINE 7A	POWER TO ELECT OR APPOINT DIRECTORS: PURSUANT TO ITS BYLAWS, THE CORPORATION HAS A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS HAVE THE RIGHT TO APPOINT DIRECTORS TO THE CORPORATION'S BOARD. THE CORPORATION'S GOVERNANCE COMMITTEE FIRST DESIGNATES NOMINEES TO THE BOARD. SUCH NOMINEES MUST THEN BE APPROVED BY AFFIRMATIVE VOTE OF AT LEAST A MAJORITY OF THE VOTES ENTITLED TO BE CAST BY THE GHF FOUNDATION, THE APM, AND THE INDIVIDUAL MEMBERS (IF ANY), PROVIDED THAT SUCH MAJORITY INCLUDES THE AFFIRMATIVE VOTE OF THE GHF FOUNDATION AND THE AFFIRMATIVE VOTE OF THE APM. FROM JANUARY 1 - 2, 2022, THE FOREGOING WAS SUBJECT TO APPROVAL BY THE AFFIRMATIVE VOTE OF NOT LESS THAN FIVE (5) OF THE SEVEN (7) DIRECTORS OF CHN, INCLUDING THE VOTE OF AT LEAST THREE (3) OF THE FOUR (4) DIRECTORS OF CHN DESIGNATED BY PROVIDENCE ST. JOSEPH HEALTH SYSTEM, AND THE VOTE OF AT LEAST TWO (2) OF THE THREE (3) DIRECTORS OF CHN DESIGNATED BY THE GHF FOUNDATION AND THE APM.
FORM 990, PART VI, SECTION A, LINE 7B	DECISIONS RESERVED TO MEMBERS OR STOCKHOLDER: FROM JANUARY 1 - 2, 2022, DECISIONS RESERVED TO MEMBERS OF THE ORGANIZATION ARE SPECIFIED IN THE COVENANT HEALTH NETWORK, INC. GOVERNANCE MATRIX. THE GOVERNANCE MATRIX PROVIDES FOR APPROVAL BY THE CHN BOARD AND, IN SOME CASES, FINAL APPROVAL BY THE ST. JOSEPH HEALTH SYSTEM ("SJHS") BOARD. EXAMPLES REQUIRING SJHS BOARD APPROVAL INCLUDE CHANGES TO THE STATEMENT OF COMMON VALUES, FINANCING, THE ANNUAL CONSOLIDATED BUDGET, UNBUDGETED EXPENDITURES OF DEFINED AMOUNTS, STRATEGIC PLANS, APPOINTMENT OR REMOVAL OF AUDITORS, CREATION OR INVESTMENT IN AN ENTITY, INCLUDING ANY JOINT VENTURE. A SUPERMAJORITY VOTE OF THE CHN BOARD IS REQUIRED TO APPROVE ANY MERGER OR SALE OF ALL OR SUBSTANTIALLY ALL ASSETS, APPROVAL AND REMOVAL OF MEMBERS OF THE CORPORATION'S BOARD OF DIRECTORS, OR AMENDMENT OF BYLAWS AND ARTICLES. THE POWERS AND RESPONSIBILITIES OF THE MEMBERS OF THE CORPORATION INCLUDE, BUT ARE NOT LIMITED TO: (A) TO ASSURE THE BOARD OF DIRECTORS CARRIES OUT THE CORPORATION'S MISSION; (B) TO CONSIDER THE QUALIFICATIONS OF DIRECTORS TO BE ELECTED TO THE BOARD OF DIRECTORS; (C) TO APPROVE ANY AMENDMENT, MODIFICATION OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; (D) TO APPROVE THE ELECTION, APPOINTMENT OR REMOVAL OF ANY DIRECTOR OF THE CORPORATION; AND (E) TO APPROVE ANY SALE, TRANSFER CONVEYANCE OR OTHER DISPOSITION OF ALL, SUBSTANTIALLY ALL OR A MATERIAL PORTION OF THE ASSETS OF THE CORPORATION, OR ANY MERGER, CONSOLIDATION, AFFILIATION OR DISSOLUTION OF THE CORPORATION. IN ADDITION, THE FOLLOWING ACTIONS ARE RESERVED TO THE GHF FOUNDATION AND THE APM: (A) ANY CHANGE IN THE NAME OF OR UTILIZED BY THE CORPORATION (OTHER THAN ANY CHANGE THAT WOULD REQUIRE AN AMENDMENT TO THE ARTICLES OR BYLAWS); AND (B) ANY CHANGES TO THE CORPORATION'S MISSION STATEMENT. FROM JANUARY 3, 2022 THROUGH THE REMAINDER OF CY2022, IN ADDITION TO THE POWER TO ELECT AND REMOVE DIRECTORS TO AND FROM THE BOARD OF DIRECTORS, THE RESPONSIBILITIES OF THE MEMBERS INCLUDE BUT ARE NOT BE LIMITED TO: (A) TO ASSURE THE BOARD CARRIES OUT THE CORPORATION'S MISSION; (B) TO CONSIDER THE QUALIFICATIONS OF DIRECTORS TO BE ELECTED TO THE BOARD; (C) TO APPROVE ANY CHANGE IN THE NAME OF THE CORPORATION; (D) TO APPROVE ANY CHANGES TO THE CORPORATION'S MISSION STATEMENT; (E) TO APPROVE ANY SALE, ALIENATION OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL THE PROPERTY OR ASSETS OF THE CORPORATION; (F) TO APPROVE CHANGES TO THE CORPORATION'S GOVERNANCE STRUCTURE.
FORM 990, PART VI, SECTION B, LINE 11B	PROCESS USED TO REVIEW THE FORM 990: THE CORPORATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD THE REVIEW OF FORM 990 PRIOR TO ISSUANCE. THE FORM 990 WAS PREPARED BASED ON INFORMATION RECEIVED FROM VARIOUS DEPARTMENTS OF THE ORGANIZATION INCLUDING ACCOUNTING, HUMAN RESOURCES, CORPORATE COMPLIANCE AND LEGAL. THE CORPORATION ENGAGED AN OUTSIDE ACCOUNTING FIRM TO PREPARE THE RETURN. THE RETURN IS INITIALLY REVIEWED BY MANAGEMENT, INCLUDING AN OFFICER OF THE ORGANIZATION. MANAGEMENT THEN PRESENTS THE RETURNS TO THE AUDIT AND COMPLIANCE COMMITTEE, WHICH DISCUSSES KEY DISCLOSURES AND OTHER INFORMATION INCLUDED IN THE FORM 990. IN ADDITION, AN ELECTRONIC VERSION OF THE FORM 990 IS POSTED TO A SECURE WEBSITE AVAILABLE TO ALL OF THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT-OF-INTEREST POLICY. THE ORGANIZATION HAS A COMPREHENSIVE BOARD CONFLICT OF INTEREST POLICY. OFFICERS, DIRECTORS, NON-DIRECTOR MEMBERS OF BOARD COMMITTEES, SENIOR EXECUTIVES AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. RESPONSES TO THE QUESTIONNAIRE ARE SUBMITTED FOR REVIEW AND RECOMMENDATION TO THE CHIEF COMPLIANCE OFFICER, FOLLOWED BY REVIEW AND CONSIDERATION BY THE AUDIT & COMPLIANCE COMMITTEE OR THE GOVERNANCE COMMITTEE OF THE BOARD. IF, SUBSEQUENT TO COMPLETION OF THE ANNUAL QUESTIONNAIRE, ANY COVERED PERSON BECOMES AWARE OF AN INTEREST THAT COULD GIVE RISE TO A CONFLICT OF INTEREST, THE COVERED PERSON IS OBLIGATED TO PROMPTLY DISCLOSE THE INTEREST. THE AUDIT AND COMPLIANCE COMMITTEE OR THE GOVERNANCE COMMITTEE SHALL DETERMINE IF A DISCLOSED INTEREST MAY RESULT IN A CONFLICT OF INTEREST. THE PERSON WITH THE POTENTIAL CONFLICT OF INTEREST MAY NOT BE PRESENT DURING ANY MEETING IN WHICH THE AUDIT AND COMPLIANCE OR GOVERNANCE COMMITTEE CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS. THE AUDIT AND COMPLIANCE COMMITTEE OR GOVERNANCE COMMITTEE MAY REQUEST ADDITIONAL INFORMATION BEFORE REACHING A DETERMINATION. WHERE A CONFLICT IS DETERMINED TO EXIST, THE AUDIT AND COMPLIANCE COMMITTEE OR GOVERNANCE COMMITTEE, WHICH FOR THESE PURPOSES MUST INCLUDE THE CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE, SHALL NOT ENGAGE IN A CONTRACT, TRANSACTION, OR ARRANGEMENT, UNLESS THE BOARD OF DIRECTORS OR GOVERNENCE COMMITTEE HAVE INVESTIGATED ALTERNATIVES AND DEVELOPED AND IMPLMENTED A PLAN FOR MANAGING THE CONFLICT.ANY DIRECTOR HAVING A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT IS PROHIBITED FROM VOTING ON ANY MATTER RELATING TO THE CONTRACT, TRANSACTIONS OR ARRANGEMENT, AND IS EXCUSED FROM THE PORTION OF THE MEETING WHERE THE PROPOSED CONTRACT IS DISCUSSED.
FORM 990, PART VI, SECTION B, LINE 15	FORM 990, PART VI, LINE 15A PROCESS FOR DETERMINING COMPENSATION OF CEO: THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF HOAG'S BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE IN EXCESS OF 40 YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2022. IN ADDITION, THE INDEPENDENT CONSULTING FIRM PROVIDES THE BOARD WITH AN OPINION LETTER EACH YEAR CERTIFYING THAT THE COMPENSATION PROGRAM AND ALL PAY ELEMENTS (TOTAL REMUNERATION) APPROVED BY THE BOARD ARE DEEMED REASONABLE IN COMPLIANCE WITH IRC SECTION 4958. FORM 990, PART VI, LINE 15B PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION OF THE COO, CFO AND ALL SENIOR VICE PRESIDENTS (KEY EMPLOYEES): IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF HOAG'S BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE IN EXCESS OF 39 YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2022. IN ADDITION, THE INDEPENDENT CONSULTING FIRM PROVIDES THE BOARD WITH AN OPINION LETTER EACH YEAR CERTIFYING THAT THE COMPENSATION PROGRAM AND ALL PAY ELEMENTS (TOTAL REMUNERATION) APPROVED BY THE BOARD ARE DEEMED REASONABLE IN COMPLIANCE WITH IRC SECTION 4958. THE FOLLOWING INDIVIDUALS RECEIVED A CONTRIBUTION DURING THE CURRENT YEAR: ROBERT BRAITHWAITE - $210,960 FLYNN ANDRIZZI - $22,845
FORM 990, PART VI, SECTION C, LINE 19	PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9:	INVESTMENT IN JV 35,096,180. EQUITY TRANSFER TO HOAG CLINIC -88,179,088.

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

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

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

Employer identification number

95-1643327

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) NEWPORT HEALTHCARE CENTER LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 33-1127904	MEDICAL BLDG	CA	8,388,837	118,015,069	HMHP
(2) HOAG OUTPATIENT THERAPIES LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 47-1467227	OUTPATIENT THERAPY	CA	-179,828	656,003	HMHP
(3) HOAG NEUROBEHAVIORAL HEALTH LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 47-3282694	MEDICAL SVCS	CA	-326,694	2,975,474	HMHP
(4) PERSONALCARE PHYSICIANS LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 26-4105404	MEDICAL SVCS	CA			HMHP
(5) HOAG AT HOME LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 85-3629470	MANAGEMENT	CA		203,628	HMHP
(6) HOAG HOME HEALTH LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 86-1411277	MEDICAL SVCS	CA	1,111,703	9,152,463	HMHP
(7) OMO LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663	MANAGEMENT	TX	-483		HMHP
(8) HOAG DIGITAL HEALTH 1 HOAG DRIVE NEWPORT BEACH,CA92663	HEALTHCARE	CA			HMHP
(9) HOAG HOSPICE 4041 MACARTHUR BLVD SUITE 100 NEWPORT BEACH,CA926602554 95-1643327	HEALTHCARE	CA	595,217	4,776,268	HMHP

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)COVENANT ACO 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 61-1573313	HEALTHCARE	TX	501(C)(3)	12, I	CHS	Yes
(2)COVENANT HEALTH NETWORK INC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 46-1259908	HEALTHCARE	CA	501(C)(3)	12, III	SJHS	Yes
(3)COVENANT HEALTH PARTNERS 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 46-3516417	HEALTHCARE	TX	501(C)(3)	12, I	CHS	Yes
(4)COVENANT HEALTH SYSTEM 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 75-2765566	HEALTHCARE	TX	501(C)(3)	3	SJHS	Yes
(5)COVENANT HEALTH SYSTEM FOUNDATION 3623 22ND PLACE LUBBOCK,TX79410 75-2897026	HEALTHCARE	TX	501(C)(3)	7	CHS	Yes
(6)COVENANT MEDICAL CENTER 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 82-2913146	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(7)COVENANT MEDICAL GROUP 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 75-2743883	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(8)EVERETT TRANSITIONAL CARE SERVICES PO BOX 5128 EVERETT,WA98206 94-3264605	TRANS. CARE	WA	501(C)(3)	10	N/A		No
(9)GAMELIN WASHINGTON ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 20-1910170	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(10)GLOBAL TO LOCAL HEALTH INITIATIVE 2800 SOUTH 192ND ST 104 SEATAC,WA98188 27-3133200	HEALTHCARE	WA	501(C)(3)	7	SHS	Yes
(11)HMTS INC 1 HOAG DRIVE PO BOX 6100 NEWPORT BEACH,CA92658 45-3583707	HEALTHCARE	CA	501(C)(3)	12, I	HMHP	Yes
(12)HOAG CHARITY SPORTS 2081 BUSINESS CTR DR STE 195 NEWPORT BEACH,CA92663 45-2982422	SUPPORT	CA	501(C)(3)	7	HHF	Yes
(13)HOAG CLINIC 1 HOAG DRIVE PO BOX 6100 NEWPORT BEACH,CA92658 33-0676831	HEALTHCARE	CA	501(C)(3)	10	HMHP	Yes
(14)HOAG HOSPITAL FOUNDATION ONE HOAG DRIVE PO BOX 6100 NEWPORT BEACH,CA92658 95-3222343	FUNDRAISING	CA	501(C)(3)	7	HMHP	Yes
(15)HOSPICE OF LUBBOCK 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 75-2133781	HEALTHCARE	TX	501(C)(3)	10	CHS	Yes
(16)INSTITUTE FOR MENTAL HEALTH & WELLNESS 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-4260130	HEALTHCARE	WA	501(C)(3)	PF	PHSSJHS	Yes
(17)INSTITUTE FOR SYSTEMS BIOLOGY 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-2003593	HEALTHCARE	WA	501(C)(3)	7	WHC	Yes
(18)SAINT JOHN'S CANCER INSTITUTE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-4291515	HEALTHCARE	CA	501(C)(3)	4	PSJHC	Yes
(19)KADLEC AUXILIARY INC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-6033089	SUPPORT	WA	501(C)(3)	12, III	KRMC	Yes
(20)KADLEC FOUNDATION 888 SWIFT BLVD RICHLAND,WA99352 23-7005501	SUPPORT	WA	501(C)(3)	7	KRMC	Yes
(21)KADLEC REGIONAL MEDICAL CENTER 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-0655392	HEALTHCARE	WA	501(C)(3)	3	WHC	Yes
(22)LITTLE COMPANY OF MARY ANCILLARY SVCS CO 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 33-0844408	IMAGING SVCS	CA	501(C)(3)	10	PHS SOCAL	Yes
(23)LUBBOCK HERITAGE HOSPITAL LLC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 26-4021016	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(24)LUNDBERG ASSOCIATIONPROVIDENCE HOUSE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1562797	SUPPORT	OR	501(C)(3)	7	PHS OR	Yes
(25)METHODIST CHILDREN'S HOSPITAL 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 75-2428911	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(26)METHODIST HOSPITAL LEVELLAND 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 75-2246348	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(27)METHODIST HOSPITAL PLAINVIEW 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 75-2426010	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(28)MISSION HOSPITAL REGIONAL MEDICAL CTR 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-1643360	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes
(29)NORTHWEST HOPE & HEALING FOUNDATION PO BOX 16069 SEATTLE,WA98116 20-0799737	SUPPORT	WA	501(C)(3)	12,I	SHS	Yes
(30)PACMED CLINICS 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 56-2290878	HEALTHCARE	WA	501(C)(3)	10	WHC	Yes
(31)PH&S FOUNDATIONSFVSA & SCVSA 501 SOUTH BUENA VISTA STREET BURBANK,CA91505 95-3544877	HEALTHCARE	CA	501(C)(3)	7	PHS SOCAL	Yes
(32)PROVIDENCE ALASKA FOUNDATION 3760 PIPER STREET SUITE 2021 ANCHORAGE,AK99508 92-0093565	HEALTHCARE	AK	501(C)(3)	7	PHS WA	Yes
(33)PROVIDENCE BENEDICTINE NURSING CTR FNDN 540 SOUTH MAIN ST MT ANGEL,OR97362 91-1940286	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(34)PROVIDENCE BLANCHET ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1789266	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(35)PROVIDENCE CHILDREN'S HEALTH FOUNDATION 4805 NE GLISAN ST STE 2N35 PORTLAND,OR97213 93-0800140	SUPPORT	OR	501(C)(3)	7	PHS OR	Yes
(36)PROVIDENCE COMMUNITY HEALTH FOUNDATION 940 ROYAL AVE SUITE 410 MEDFORD,OR97504 93-0692907	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(37)PROVIDENCE DETHMAN HOUSE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 47-3385506	SUPPORT	WA	501(C)(3)	7	N/A		No
(38)PROVIDENCE GAMELIN HOUSE ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 31-1744654	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(39)PROVIDENCE HEALTH & SERVICES 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1549796	HEALTHCARE	WA	501(C)(3)	12, II	PSJH		No
(40)PROVIDENCE HEALTH & SERVICES - MONTANA 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-0231793	HEALTHCARE	MT	501(C)(3)	3	PHS WA	Yes
(41)PROVIDENCE HEALTH & SERVICES - OREGON 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 51-0216587	HEALTHCARE	OR	501(C)(3)	3	PHS	Yes
(42)PROVIDENCE HEALTH & SERVICES - WA 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 51-0216586	HEALTHCARE	WA	501(C)(3)	3	PHS	Yes
(43)PROVIDENCE HEALTH & SERVICES - WEST WA 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1303277	HEALTHCARE	WA	501(C)(3)	3	PMWHC	Yes
(44)PROVIDENCE HEALTH ASSURANCE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 55-0828701	MEDICAID	OR	501(C)(4)	N/A	PHP	Yes
(45)PROVIDENCE HEALTH CARE FNDN - E WA 101 W 8TH AVE SPOKANE,WA99204 32-0014330	HEALTHCARE	WA	501(C)(3)	7	PHS WA	Yes
(46)PROVIDENCE HEALTH PLAN 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 93-0863097	HEALTHCARE	OR	501(C)(4)	N/A	PPP	Yes
(47)PROVIDENCE HEALTH SYSTEM - SO CAL 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 51-0216589	HEALTHCARE	CA	501(C)(3)	3	PHS	Yes
(48)PROVIDENCE HOOD RIVER MEM HOSP FNDN 810 12TH STREET PO BOX 149 HOOD RIVER,OR97031 93-0921990	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(49)PROVIDENCE HOSPICE AND HOME CARE FNDN 1615 75TH ST SW SUITE 210 EVERETT,WA98203 27-2552749	HEALTHCARE	WA	501(C)(3)	7	PHS W WA	Yes
(50)PROVIDENCE HOSPICE OF SEATTLE FOUNDATION 2811 SOUTH 102ND NO 220 TUKWILA,WA98168 91-2077378	HEALTHCARE	WA	501(C)(3)	7	PHS W WA	Yes
(51)PROVIDENCE LITTLE COMPANY OF MARY FNDN 4101 TORRANCE BLVD TORRANCE,CA90503 51-0224944	HEALTHCARE	CA	501(C)(3)	7	PHS SOCAL	Yes
(52)PROVIDENCE MARIANWOOD FOUNDATION 3725 PROVIDENCE POINT DRIVE SE ISSAQUAH,WA98029 93-1554288	HEALTHCARE	WA	501(C)(3)	7	PHS W WA	Yes
(53)PROVIDENCE MEDICAL INSTITUTE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 33-0283773	HEALTHCARE	CA	501(C)(3)	12, I	PHS SOCAL	Yes
(54)PROVIDENCE MILWAUKIE FOUNDATION 10150 SE 32ND AVE MILWAUKIE,OR97222 94-3079515	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(55)PROVIDENCE MINISTRIES 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057	RELIGIOUS ORG	WA	501(C)(3)	1	N/A		No
(56)PROVIDENCE MOUNT ST VINCENT FOUNDATION 4831 35TH AVE SW SEATTLE,WA98126 91-1188119	HEALTHCARE	WA	501(C)(3)	7	PHS WA	Yes
(57)PROVIDENCE NEWBERG HEALTH FOUNDATION 1001 PROVIDENCE DRIVE NEWBERG,OR97132 93-0889144	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(58)PROVIDENCE PETER CLAVER ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 31-1629656	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(59)PROVIDENCE PLAN PARTNERS 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1861964	HEALTHCARE	WA	501(C)(4)	N/A	PHS OR	Yes
(60)PROVIDENCE PORTLAND MEDICAL FOUNDATION 4805 NE GLISAN ST PORTLAND,OR97213 93-1231494	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(61)PROVIDENCE ROSSI ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 31-1584166	SUPPORT	WA	501(C)(3)	10	PHS WA	Yes
(62)PROVIDENCE SAINT JOHN'S HEALTH CENTER 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-1684082	HEALTHCARE	CA	501(C)(3)	3	PHS SOCAL	Yes
(63)PROVIDENCE SAINT JOHN'S MEDICAL FNDN 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-4542216	HEALTHCARE	CA	501(C)(3)	3	PHS SOCAL	Yes
(64)PROVIDENCE SEASIDE HOSPITAL FOUNDATION 725 S WAHANNA ROAD SEASIDE,OR97138 93-0927320	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(65)PROVIDENCE ST ELIZABETH HOUSE ASSOC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-2171539	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(66)PROVIDENCE ST FRANCIS ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 94-3244854	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(67)PROVIDENCE ST JOSEPH HEALTH 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-1244422	HEALTHCARE	WA	501(C)(3)	12, III	N/A		No
(68)PROVIDENCE ST JOSEPH HEALTH FOUNDATION 4400 NE HALSEY ST STE 599 PROTLAND,WA97213 94-3078543	HEALTHCARE	WA	501(C)(3)	7	PHS WA	Yes
(69)PROVIDENCE ST JOSEPH MEDICAL CENTER 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-0463482	HEALTHCARE	MT	501(C)(3)	3	PHS WA	Yes
(70)PROVIDENCE SOUTHWEST WASHINGTON FNDN 413 LILLY ROAD NE OLYMPIA,WA98506 91-1097056	SUPPORT	WA	501(C)(3)	7	PHS W WA	Yes
(71)PROVIDENCE ST VINCENT MEDICAL FNDN 9205 SW BARNES ROAD STE MT2111 PORTLAND,OR97225 93-0575982	HEALTHCARE	OR	501(C)(3)	7	PHS OR	Yes
(72)PROVIDENCE TRINITYCARE HOSPICE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-3264139	HEALTHCARE	CA	501(C)(3)	10	PHS SOCAL	Yes
(73)PROVIDENCE TRINITYCARE HOSPICE FNDN 5315 TORRANCE BLVD NO B-1 TORRANCE,CA90503 33-0261016	HEALTHCARE	CA	501(C)(3)	7	PTCH	Yes
(74)PROVIDENCE WILLAMETTE FALLS MEDICAL FNDN 1500 DIVISION STREET OREGON CITY,OR97045 93-1003750	HEALTHCARE	OR	501(C)(3)	12, I	PHS OR	Yes
(75)REDWOOD MEMORIAL FOUNDATION 2700 DOBEER STREET EUREKA,CA95501 94-2779313	HEALTHCARE	CA	501(C)(3)	7	RMH	Yes
(76)SAINT JOHN'S HOSPITALHEALTH CENTER FNDN 2121 SANTA MOINCA BLVD SANTA MONICA,CA90404 95-6100079	SUPPORT	CA	501(C)(3)	7	PSJHC	Yes
(77)SEATTLE SCIENCE FOUNDATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 61-1502822	PHYSN COLLAB	WA	501(C)(3)	7	WHC	Yes
(78)SISTERS OF PROVIDENCE OF MONTANA CORP 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 26-2612415	SHELL CORP	MT	501(C)(3)	1	PHS WA		No
(79)SISTERS OF ST JOSEPH OF ORANGE 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 95-1643383	RELIGIOUS ORG	CA	501(C)(3)	1	N/A		No
(80)SRM ALLIANCE HOSPITAL SERVICES (PVH) 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 68-0395200	HEALTHCARE	CA	501(C)(3)	3	SRMH	Yes
(81)ST JOSEPH HEALTH MINISTRY 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 27-1666576	RELIGIOUS ORG	CA	501(C)(3)	1	SSJO		No
(82)ST JOSEPH HEALTH N CALIFORNIA LLC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-4791043	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(83)ST JOSEPH HEALTH SYSTEM 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-3589356	HEALTHCARE	CA	501(C)(3)	12, I	PSJH		No
(84)ST JOSEPH HEALTH SYSTEM FOUNDATION 3345 MICHELSON DRIVE SUITE 100 IRVINE,CA92612 33-0143024	HEALTHCARE	CA	501(C)(3)	10	SJHS	Yes
(85)PROVIDENCE MEDICAL FOUNDATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 33-0185031	HEALTHCARE	CA	501(C)(3)	3	SJHS	Yes
(86)ST JOSEPH HOME CARE NETWORK 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 68-0331084	HEALTHCARE	CA	501(C)(3)	10	SJHS	Yes
(87)ST JOSEPH HOSPITAL OF ORANGE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-1643359	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes
(88)ST JUDE HOSPITAL INC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-1643325	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes
(89)ST LUKE ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 94-3176618	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(90)ST MARY MEDICAL CENTER 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 95-1914489	HEALTHCARE	CA	501(C)(3)	3	CHN	Yes
(91)ST PATRICK HOSPITAL FOUNDATION 502 W SPRUCE STREET MISSOULA,MT59802 23-7056976	HEALTHCARE	MT	501(C)(3)	7	PHS WA	Yes
(92)ST THOMAS CHILD AND FAMILY CENTER 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-0233495	EDUCATION	MT	501(C)(3)	10	PHS WA	Yes
(93)SWEDISH EDMONDS 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 27-2305304	HEALTHCARE	WA	501(C)(3)	3	WHC	Yes
(94)SWEDISH HEALTH SERVICES 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-0433740	HEALTHCARE	WA	501(C)(3)	3	WHC	Yes
(95)SWEDISH MEDICAL CENTER FOUNDATION 747 BROADWAY SEATTLE,WA98122 91-0983214	HEALTHCARE	WA	501(C)(3)	7	SHS	Yes
(96)SWEDISH MJM HOLDINGS 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 27-3139262	HOLDING CO	WA	501(C)(3)	12, I	SHS	Yes
(97)THE GAMELIN ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1180824	SUPPORT	WA	501(C)(3)	7	PHS WA	Yes
(98)THE GAMELIN CALIFORNIA ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1293869	SUPPORT	CA	501(C)(3)	10	PHS SOCAL	Yes
(99)THE GAMELIN OREGON ASSOCIATION 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 91-1214491	SUPPORT	OR	501(C)(3)	10	PHS OR	Yes
(100)UNIVERSITY OF PROVIDENCE 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 81-0231777	EDUCATION	MT	501(C)(3)	2	PHS	Yes
(101)WESTERN HEALTHCONNECT 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 45-4171900	SHELL CORP	WA	501(C)(3)	12, II	PHS W WA	Yes
(102)GRACE CLINIC OF LUBBOCK 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 20-3856995	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(103)TARZANA MEDICAL CENTER LLC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 83-3972614	HEALTHCARE	CA	501(C)(3)	3	PHS SOCAL	Yes
(104)PROVIDENCE FACEY MEDICAL FOUNDATION 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 95-4322584	SUPPORT	CA	501(C)(3)	7	PHS SOCAL	Yes
(105)TRI-CITIES CANCER CENTER 1802 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 91-1594526	HEALTHCARE	WA	501(C)(3)	3	KADLEC	Yes
(106)TRI-CITIES CANCER CENTER FOUNDATION 7350 W DESCHUTES AVE BLDG A KENNEWICK,WA99336 91-1739024	SUPPORT	WA	501(C)(3)	7	KADLEC	Yes
(107)COVENANT HOSPITAL HOBBS 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 84-4273963	HEALTHCARE	TX	501(C)(3)	3	CHS	Yes
(108)PROVIDENCE ST MARY FOUNDATION 401 W PAPLAR STREET WALLA WALLA,WA99362 45-2841492	HEALTHCARE	WA	501(C)(3)	7	PHS WA	Yes
(109)COLLABRIA CARE 414 SOUTH JEFFERSON STREET NAPA,CA94559 68-0393144	HEALTHCARE	CA	501(C)(3)	10	SJHCN	Yes
(110)OPEN DOOR VENTURES 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 91-1608508	SUPPORT	WA	501(C)(3)		PHS WA	Yes

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

Cat. No. 50135Y

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	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) 20TH STREET SURGERY LLC 1301 20TH STREET STE 140 SANTA MONICA,CA90404 73-1735618	AMBULATORY SU	CA	N/A				No			No
(2) BRIDGEPORT MEDICAL IMAGING (BMI) 4400 NE HALSEY 495 PORTLAND,OR97213 26-0796953	IMAGING DIAG.	OR	N/A				No			No
(3) BROADWAY IMAGING LLC PO BOX 4587 MISSOULA,MT598064587 52-2405971	MEDICAL IMAGI	MT	N/A				No			No
(4) CENTER FOR MATERNAL NEWBORN AND CHILD 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,CA98057 81-3526875	HEALTHCARE	CA	N/A				No			No
(5) CENTER FOR MEDICAL IMAGING (CMI) 4400 NE HALSEY 495 PORTLAND,OR97213 20-0477972	IMAGING DIAG.	OR	N/A				No			No
(6) CLACKAMAS RADIATION ONCOL CENTER LLC 4400 NE HALSEY ST BLDG II 495 PORTLAND,OR97213 26-0381897	RADIATION ONC	OR	N/A				No			No
(7) COASTAL ASC HOLDINGS LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92658 81-0986844	HEALTHCARE	CA	HMHP	7,975,792	22,506,715	Yes			Yes		77.500 %
(8) COVENANT LONG-TERM CARE LP 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 20-5033419	HEALTHCARE	TX	N/A				No			No
(9) FULLERTON SURGICAL CENTER LP 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 47-0927394	AMBULATORY SU	CA	N/A				No			No
(10) GREATER VALLEY MEDICAL BUILDING LP 501 S BUENA VISTA ST BURBANK,CA91505 95-4570858	REAL ESTATE	CA	N/A				No			No
(11) HCSA PROPERTIES LLC 1600 M STREET NW AUBURN,WA98001 46-0620892	REAL ESTATE R	WA	N/A				No			No
(12) HERITAGE INVESTMENT GROUP I LLC 500 S MAIN STREET STE 1000 ORANGE,CA92868 27-1000061	INVESTMENTS	CA	N/A				No			No
(13) HOAG ORTHOPEDIC INSTITUTE 1 HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92658 61-1588294	HEALTHCARE	CA	HMHP	26,214,608	35,614,966	Yes			Yes		51.000 %
(14) IMAGING ASSOCIATES LLC 3650 PIPER STREET STE A ANCHORAGE,AK99508 20-3906048	MEDICAL IMAGI	AK	N/A				No			No
(15) INLAND IMAGING LLC 801 S STEVENS ST SPOKANE,WA99204 91-1855796	MEDICAL IMAGI	WA	N/A				No			No
(16) LSC REAL PROPERTY LLC 2301 QUAKER AVENUE LUBBOCK,TX79410 47-4646059	REAL ESTATE	TX	N/A				No			No
(17) METHODIST DIAGNOSTIC IMAGING 4005 24TH STREET LUBBOCK,TX79410 75-2343261	HEALTHCARE	TX	N/A				No			No
(18) NEWPORT IMAGING CENTER 360 SAN MIGUEL NEWPORT BEACH,CA92660 33-0191776	HEALTHCARE	CA	HMHP	-2,779,850	5,659,906	Yes			Yes		99.880 %
(19) OREGON ADVANCED IMAGING LLC 881 OHARE PARKWAY MEDFORD,OR97504 45-0471748	MEDICAL IMAGI	OR	N/A				No			No
(20) OREGON OUTPATIENT SURGERY CENTER 7300 SW CHILDS RD TIGARD,OR97224 22-3883387	AMBULATORY SU	OR	N/A				No			No
(21) PETCT IMAGING AT SWEDISH CANCER INSTITU 1221 MADISON STREET SEATTLE,WA98104 20-3132044	MEDICAL IMAGI	WA	N/A				No			No
(22) PHS INVESTMENT TRUST SHORT TERM INVESTME 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 81-2701056	INVESTMENTS	WA	N/A				No			No
(23) PROV RADIATION ONCOLOGY DEVELOP ASSN 4400 NE HALSEY 495 PORTLAND,OR97213 26-0682491	REAL ESTATE	OR	N/A				No			No
(24) PROVIDENCE CHILDREN'S NEONATAL SERVICES 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 47-0918549	NEONATAL CARE	WA	N/A				No			No
(25) PROVIDENCE IMAGING CENTER JOINT VENTURE 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,AK98057 92-0118807	MEDICAL IMAGI	AK	N/A				No			No
(26) PROVIDENCE ST JOSEPH HEALTH LONG TERM P 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 82-3190634	INVESTMENTS	WA	N/A				No			No
(27) PROVIDENCE SURGERY CENTER LLC 902 N ORANGE ST MISSOULA,MT59802 84-1401625	AMBULATORY SU	MT	N/A				No			No
(28) PROVIDENCE UCLA USP SURGERY CENTER JV 14201 DALLAS PARKWAY DALLAS,TX75254 32-0503030	AMBULATORY SU	CA	N/A				No			No
(29) PROVIDENCEUSP SOUTH BAY SURGERY CENTERS 15305 DALLAS PKWY STE 1600 LB 28 ADDISON,TX75001 47-5064486	AMBULATORY SU	CA	N/A				No			No
(30) PROVIDENCEUSP SURGERY CTRS 11550 INDIAN HILLS ROAD 160 MISSION HILLS,CA91345 20-0684116	AMBULATORY SU	CA	N/A				No			No
(31) RADIATION THERAPY INNOVATIONS LLC 1221 MADISON STREET 1ST FL SEATTLE,WA98104 30-0553035	HEALTHCARE	WA	N/A				No			No
(32) SANTA ANA MOB LLC 1800 QUAIL STREET STE 100 NEWPORT BEACH,CA92660 75-3205306	REAL ESTATE	CA	N/A				No			No
(33) SJO ASC HOLDINGS LLC 1140 W LA VETA AVE ORANGE,CA92868 82-1655501	HEALTHCARE	CA	N/A				No			No
(34) ST JOSEPH PHYSICIAN VENTURES I LLC 1100 WEST STEWART DRIVE ORANGE,CA92868 45-4521884	REAL ESTATE	CA	N/A				No			No
(35) ST JOSEPHSATELLITE DIALYSIS CTRS LLC 300 SANTANA ROW SUITE 300 SAN JOSE,CA95128 81-4657391	HEALTHCARE	CA	N/A				No			No
(36) ST JUDE SURGICAL CENTERS LLC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 82-3352570	AMBULATORY SU	CA	N/A				No			No
(37) SURGERY CENTER AT TANASBOURNE LLC 11221 ROE AVE STE 300 LEAWOOD,KS66211 20-8187971	AMBULATORY SU	KS	N/A				No			No
(38) TARZANA PEDIATRIC VENTURES LLC 18321 CLARK ST TARZANA,CA91356 82-1308306	HEALTHCARE	CA	N/A				No			No
(39) THE MADISON SPOKANE INN LLC 15 WEST ROCKWOOD BLVD SPOKANE,WA99204 84-1606484	HOTEL SERVICE	WA	N/A				No			No
(40) MISSION VIEJO PARTNERS II LLC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 82-3943675	REAL ESTATE	CA	MHRMC				No			No
(41) CANBY MEDICAL CENTER I LLC 4800 SW MACADAM AVE STE 120 PORTLAND,OR97239 20-5470937	REAL ESTATE	OR	PHS OR				No			No
(42) CSS JV LLC 11782 SW BARNES ROAD STE 200 BLDG C PORTLAND,OR97226 26-3638838	AMBULATORY SURG	OR	PHS OR				No			No
(43) FIRST HILL SURGERY CENTER LLC 1101 MADISON STREET STE 200 SEATTLE,WA98104 47-2066485	AMBULATORY SURG	WA	SHS				No			No
(44) NORTH OC IMAGING JV HOLDINGS LLC 1801 LIND AVENUE SE ATTN TAX DEPT RENTON,WA98057 85-2444305	HEALTHCARE	WA	SJMC				No			No
(45) PERFORMANCE MED EQUIP & RESP SRVCS 19625 622ND AVENUE SOUTH SUITE 101 KENT,WA98032 45-2901632	MEDICAL EQUIP.	WA	SHS				No			No
(46) ST PETER-SOUTH SOUND REGIONAL MRI CNTR 3417 ENSIGN RD NE OLYMPIA,WA98506 91-1455338	MEDICAL IMAGING	WA	PHS WA				No			No
(47) WON-ONC LLC 1900 COOKS HILL RD CENTRALIA,WA98531 26-2181194	REAL ESTATE	WA	PHS WA				No			No
(48) PROVIDENCE & SCA OFF-CAMPUS HOLDINGS LLC 569 BROOKWOOD VILLAGE SUITE 901 BIRMINGHAM,AL35209 82-3765555	MEDICAL	AL	PHS OR				No			No
(49) PROVIDENCE & SCA ON-CAMPUS HOLDINGS LLC 569 BROOKWOOD VILLAGE SUITE 901 BIRMINGHAM,AL35209 82-3270499	MEDICAL	AL	PHS OR				No			No
(50) COMPREHENSIVE IMAGING PARTNERS OF ORANGE ONE CITY BLVD W STE 1100 ORANGE,CA92868 26-4591502	HEALTHCARE	CA	SJO				No			No

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) 1221 MADISON STREET OWNERS ASSOC 747 BROADWAY SEATLE,WA98122 20-1954319	OWNERS' ASSOC	WA	N/A	C					No
(2) AMERICAN UNITY GROUP LTD 90 PITTS BAY ROAD HM08 PEMBROKE BD	CAPTIVE INSUR	BD	N/A	C					No
(3) AYIN HEALTH SOLUTIONS INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 83-3037172	HEALTHCARE	DE	N/A	C					No
(4) BOURGET HEALTH SERVICES INC 101 W 8TH AVE TAF C-9 SPOKANE,WA99220 91-1354431	CLIN/MED LAB	WA	N/A	C					No
(5) CARON HEALTH CORPORATION 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 81-0486082	MED PHYS SVCS	MT	N/A	C					No
(6) COMMUNITY TECHNOLOGIES INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 84-4722399	IT SVCS	DE	N/A	C					No
(7) ENDOSCOPY CENTER OF SOUTHERN CALIFORNIA 1301 20TH ST STE 280 SANTA MONICA,CA90404 95-2880495	HEALTHCARE	CA	N/A	C					No
(8) HOAG MANAGEMENT SERVICES INC 1 HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92658 33-0731587	HEALTHCARE	CA	HMHP	C	596,707	241,471,979	100.000 %		No
(9) HOAG PHYSICIAN PARTNERS 16148 SAND CANYON AVE IRVINE,CA92618 83-4276044	HEALTHCARE	CA	HC	C					No
(10) LUBBOCK METHODIST HOSP PRACTICE MGMT 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 75-2578995	INACTIVE	TX	N/A	C					No
(11) LUBBOCK METHODIST HOSPITAL SVCS 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 75-2118585	HEALTHCARE	TX	N/A	C					No
(12) LUMEDIC INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 83-3881097	HEALTHCARE	WA	N/A	C					No
(13) MEDIREVV INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 20-8783763	HEALTHCARE	DE	N/A	C					No
(14) MISSION VIEJO MEDICAL VENTURES 27800 MEDICAL CENTER RD 354 MISSION VIEJO,CA92691 33-0212905	HEALTHCARE	CA	N/A	C					No
(15) PERFORMANCE HEALTH TECHNOLOGY LTD 3993 FAIRVIEW INDUSTRIAL DR SE SALEM,OR97302 93-1211733	HEALTHCARE	OR	N/A	C					No
(16) PHN HOLDINGS 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 46-1814184	STRAT PLAN SV	CA	N/A	C					No
(17) PIONEER INNOVATIONS INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 36-4818191	HEALTH INNOVA	WA	N/A	C					No
(18) PROVIDENCE ASSURANCE INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 20-8194071	CAPTIVE INSUR	AZ	N/A	C					No
(19) PROVIDENCE GLOBAL CENTER LLP 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 98-1516461	IT SVCS	IN	N/A	C					No
(20) PROVIDENCE HEALTH CARE VENTURES INC 101 W 8TH AVE TAF C-9 SPOKANE,WA99204 90-0155714	CLIN/MED LAB	WA	N/A	C					No
(21) PROVIDENCE HEALTH NETWORK 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 80-0886966	PREPAID HEALT	CA	N/A	C					No
(22) PROVIDENCE HEALTH VENTURES INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 33-0122216	INVESTMENT	CA	N/A	C					No
(23) PROVIDENCE PHYSICIAN SERVICES CO 101 W 8TH AVE TAF C-9 SPOKANE,WA99204 91-1216033	HEALTHCARE	WA	N/A	C					No
(24) PROVIDENCE ST JOSEPH HEALTH NETWORK 20555 EARL ST TORRANCE,CA90503 82-3771547	HEALTHCARE	CA	N/A	C					No
(25) ST JOSEPH HEALTH 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 46-2340232	HOLDING CO	CA	N/A	C					No
(26) ST JOSEPH HEALTH SOURCE INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 46-1900168	HEALTHCARE	CA	N/A	C					No
(27) ST JOSEPH PROF SVCS ENTERPRSES INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 33-0155323	HEALTHCARE	CA	N/A	C					No
(28) VINSERRA INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 95-3943315	INVESTMENT	CA	N/A	C					No
(29) TEGRIA SERVICES GROUP-US INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 90-0872936	HEALTHCARE	WI	N/A	C					No
(30) TEGRIA RCM GROUP INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 84-4686520	HOLDING CO	DE	N/A	C					No
(31) TEGRIA SERVICES GROUP INC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 84-4704409	HOLDING CO	DE	N/A	C					No
(32) TEGRIA HOLDINGS LLC 1801 LIND AVENUE SW ATTN TAX DEPT RENTON,WA98057 84-2092143	HOLDING CO	DE	N/A	C					No
(33) QUIVIQ INC 1400-112TH AVENUE ST SUITE 100 BELLEVUE,WA98004 83-3879444	ANALYTICS	WA	N/A	C					No
(34) ACCLARA SOLUTIONS INTERMEDIATE LLC 10713 W SAM HOUSTON PKWY N 500 HOUSTON,TX77064 37-1783298	FINANCIAL SVC	TX	N/A	C					No
(35) MEDICAL SPECIALTIES MANAGERS INC 1801 LIND AVE SW RENTON,WA98057 33-0406218	HEALTHCARE	WA	N/A	C					No
(36) HMR WEIGHT MANAGEMENT SERVICES CORP 1801 LIND AVE SW RENTON,WA98057 46-3598718	RESEARCH	WA	N/A	C					No
(37) ACCLARA SOLUTIONS GROUP LLC 10713 W SAM HOUSTON PKWY N 500 HOUSTON,TX77064 87-0837184	HOLDING CO.	TX	N/A	C					No
(38) COLBURN HILL GROUP INC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA95057 86-3383433	HEALTHCARE	DE	N/A	C					No
(39) KENSCI INC 615 2ND DRIVE AVE 700 SEATTLE,WA98104 47-4048082	HEALTHCARE	WA	N/A	C					No
(40) KENSCI TECH INDIA PRIVATE LIMITED 615 2ND AVE 700 SEATTLE,WA98104	HEALTHCARE	IN	N/A	C					No
(41) KENSCI ASIA PACIFIC PTE LTD 615 2ND AVE 700 SEATTLE,WA98104	HEALTHCARE	SN	N/A	C					No
(42) TEGRIA INSIGHTS GROUP HOLDINGS INC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 86-1400769	HOLDING CO	WA	N/A	C					No
(43) TEGRIA INSIGHTS GROUP INC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 86-1532593	HEALTHCARE	WA	N/A	C					No
(44) TEGRIA PRODUCTS GROUP INC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 87-0995138	HOLDING CO	DE	N/A	C					No
(45) TEGRIA RCM GROUP US INC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057 86-3046450	HOLDING CO	DE	N/A	C					No
(46) TEGRIA SERVICES GROUP-CAN INC 1801 LIND AVE SW ATTN TAX DEPT RENTON,WA98057	HEALTHCARE	WA	N/A	C					No
(47) HOAG ORTHOPEDIC NETWORK ONE HOAG DRIVE PO BOX 6100 NEWPORT BEACH,CA92658 83-4062064	HEALTHCARE	CA	N/A	C					No

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

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

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

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

Yes

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

Yes

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

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

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

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

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

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

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

Yes

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

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

Yes

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

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

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

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

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

Yes

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

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

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) HOAG ORTHOPEDIC INSTITUTE	L	28,654,678	ACCRUAL
(2) HOAG HOSPITAL FOUNDATION	J	1,014,247	ACCRUAL
(3) HOAG HOSPITAL FOUNDATION	Q	12,069,041	ACCRUAL
(4) HOAG HOSPITAL FOUNDATION	L	120,000	ACCRUAL
(5) HOAG HOSPITAL FOUNDATION	C	36,429,247	ACCRUAL
(6) HOAG CHARITY SPORTS	Q	943,587	ACCRUAL
(7) HOAG CLINIC	B	88,179,088	ACCRUAL
(8) HOAG ORTHOPEDIC INSTITUTE	J	8,585,177	ACCRUAL

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

Schedule R (Form 990) 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

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: OUR MISSION AS A NOT-FOR-PROFIT, FAITH-BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE SERVICES TO THE COMMUNITIES WE SERVE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	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	9,340
6	Total number of volunteers (estimate if necessary) .............	6	1,500
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	16,622,727
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	2,225,493

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	27,267,692	55,211,303
9	Program service revenue (Part VIII, line 2g) .........	1,363,888,248	1,485,406,894
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	9,888,076	76,013,312
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	12,634,712	29,876,087
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,413,678,728	1,646,507,596
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	9,297,226	9,399,443
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)	590,503,217	703,347,225
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	693,071,625	887,938,180
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,292,872,068	1,600,684,848
19	Revenue less expenses. Subtract line 18 from line 12.......	120,806,660	45,822,748
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	3,940,743,462	4,246,917,299
21	Total liabilities (Part X, line 26).............	946,715,374	1,440,069,401
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,994,028,088	2,806,847,898

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,077,425,805 including grants of $ 9,399,443 ) (Revenue $ 1,510,775,731 )
	SEE SCHEDULE O

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,077,425,805

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	13,910,876	0	1,073,482

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	36,429,247
e	Government grants (contributions)		1e	7,408,935

f	All other contributions, gifts, grants, and similar amounts not included above		1f	11,373,121

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

h Total. Add lines 1a-1f.......		55,211,303

		Business Code
2a	PATIENT SERVICE REVENU	622110	1,329,937,078	1,329,937,078
b	HMO CAPITATED REVENUE	622110	98,832,101	98,832,101
c	MOB RENTAL INCOME	531190	45,280,304	45,280,304
d	CLINICAL TRIAL REVENUE	541715	7,769,566	7,769,566
e	CAFETERIA SALES	621990	3,587,845	3,587,845
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,485,406,894

3 Investment income (including dividends, interest, and othersimilar amounts) ......			10,607,002		12,286,702	-1,679,700
4 Income from investment of tax-exempt bond proceeds			725,154			725,154
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		108,665,360	7a
b	Less: cost or other basis and sales expenses		43,984,204	7b
c	Gain or (loss)		64,681,156	7c
d	Net gain or (loss).........			64,681,156			64,681,156
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..
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..
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..
Business Code			Miscellaneous Revenue
11a	HOI SERVICES		561110	11,105,360	6,951,742	4,153,618
b	REFUNDS/REBATES		900099	8,675,308	8,675,308
c	OTHER REVENUE		900099	5,322,932	5,322,932
d	All other revenue ....			4,772,487	4,418,855	182,407	171,225
e	Total. Add lines 11a–11d ......			29,876,087
12	Total revenue. See instructions.....			1,646,507,596	1,510,775,731	16,622,727	63,897,835

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	9,399,443	9,399,443
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 ...........	10,830,271	7,147,979	3,682,292
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	191,169		191,169
7	Other salaries and wages........	554,876,768	427,424,090	127,452,678
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	25,579,650	7,211,084	18,368,566
9	Other employee benefits .......	73,089,536	45,510,050	27,579,486
10	Payroll taxes ...........	38,779,831	30,055,838	8,723,993
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	4,195,158	145,149	4,050,009
c	Accounting ...........	637,003		637,003
d	Lobbying ...........	27,500		27,500
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	7,910,182		7,910,182
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	159,658,021	114,378,161	45,279,860
12	Advertising and promotion ....	2,936,529	243,564	2,692,965
13	Office expenses .......	20,253,700	10,240,403	10,013,297
14	Information technology ......	19,595,615	15,004,564	4,591,051
15	Royalties ..
16	Occupancy ...........	65,806,633	49,484,286	16,322,347
17	Travel ............	821,656	602,019	219,637
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	536,314	128,734	407,580
20	Interest ...........	23,064,569	21,865,195	1,199,374
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	101,310,487	31,704,621	69,605,866
23	Insurance ...	4,045,665	2,727,216	1,318,449
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	227,830,588	227,176,551	654,037
b	PSJH DISAFFILIATION	139,174,690	0	139,174,690
c	OTHER EXPENSES	71,374,674	38,217,662	33,157,012
d	QA FEE	38,759,196	38,759,196
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	1,600,684,848	1,077,425,805	523,259,043	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			20,081,903	1	92,057,628
2	Savings and temporary cash investments .........			144,348,713	2	52,883,699
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			207,433,947	4	233,332,933
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 ...........			1,366,365	7	699,582
8	Inventories for sale or use ............			17,855,295	8	16,832,357
9	Prepaid expenses and deferred charges ......			22,623,138	9	22,861,176
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,201,471,997
b	Less: accumulated depreciation	10b	1,043,634,073	1,100,300,586	10c	1,157,837,924
11	Investments—publicly traded securities .			656,998,946	11	547,406,199
12	Investments—other securities. See Part IV, line 11 .....			1,565,191,000	12	1,923,906,201
13	Investments—program-related. See Part IV, line 11 ..			0	13
14	Intangible assets ...............			0	14	3,427,942
15	Other assets. See Part IV, line 11 ...........			204,543,569	15	195,671,658
16	Total assets. Add lines 1 through 15 (must equal line 33)...			3,940,743,462	16	4,246,917,299

17	Accounts payable and accrued expenses .....	166,502,292	17	307,281,628
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........	0	20	362,904,322
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
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 .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23	556,915,020
24	Unsecured notes and loans payable to unrelated third parties ..		24
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	780,213,082	25	212,968,431
26	Total liabilities. Add lines 17 through 25..	946,715,374	26	1,440,069,401

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	2,993,973,537	27	2,806,259,831
28	Net assets with donor restrictions ...........	54,551	28	588,067
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	2,994,028,088	32	2,806,847,898
33	Total liabilities and net assets/fund balances ........	3,940,743,462	33	4,246,917,299

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No