TY 2023 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) RESHMA BLOCK...................................................................... BOARD MEMBER	2.00 ................. 0.00	X
(2) CINDY STOKKE...................................................................... CHAIR	2.00 ................. 0.00	X	X
(3) ROBERT BRUNSWICK...................................................................... CHAIR-ELECT	2.00 ................. 0.00	X	X
(4) ERIC ALCOULOUMRE MD...................................................................... SECRETARY	2.00 ................. 2.00	X	X
(5) DAN YOUNG...................................................................... PAST CHAIR	2.00 ................. 0.00	X
(6) VICKI BOOTH...................................................................... BOARD MEMBER	2.00 ................. 0.00	X
(7) CHRIS CALLERO...................................................................... BOARD MEMBER	2.00 ................. 0.00	X
(8) DENNIS GILMORE...................................................................... BOARD MEMBER	2.00 ................. 0.00	X
(9) RICHARD HASKELL MD...................................................................... BOARD MEMBER	2.00 ................. 0.00	X
(10) PAUL HEESCHEN...................................................................... BOARD MEMBER	2.00 ................. 0.00	X
(11) KAREN LINDEN...................................................................... BOARD MEMBER	2.00 ................. 2.00	X
(12) PAMELA MASSEY...................................................................... BOARD MEMBER	2.00 ................. 0.00	X
(13) BABAK RAD MD...................................................................... BOARD MEMBER	2.00 ................. 0.00	X
(14) MARICELA RIOS FAUST...................................................................... BOARD MEMBER	2.00 ................. 0.00	X
(15) JAMIE SHEPHERDSON...................................................................... BOARD MEMBER	2.00 ................. 5.00	X
(16) RICK TAKETA...................................................................... BOARD MEMBER	2.00 ................. 0.00	X
(17) GEORGE WOOD...................................................................... BOARD MEMBER	2.00 ................. 0.00	X

(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) ROBERT BRAITHWAITE........................................................................ PRESIDENT AND CEO	50.00 .......................9.00	X			2,233,775	51,598
(19) ANDREW GUARNI........................................................................ EVP AND CFO	50.00 .......................6.00	X			1,122,664	48,127
(20) RICK MARTIN........................................................................ VP SR PATIENT CARE SVC AND CNO	50.00 .......................0.00		X		672,685	57,719
(21) MARCY BROWN........................................................................ VP SR CHIEF OPERATIONS OFFICER	50.00 .......................0.00		X		691,383	40,934
(22) SANFORD SMITH........................................................................ VP SR REAL ESTATE & FACILITIES	50.00 .......................0.00		X		616,020	51,945
(23) FLYNN ANDRIZZI........................................................................ FOUNDATION PRESIDENT	2.00 .......................52.00		X		949,564	37,958
(24) JAN BLUE........................................................................ VP SR CHIEF ADMIN OFFICER	50.00 .......................0.00		X		821,982	51,519
(25) ERIC CHEUNG........................................................................ VP SR & CHIEF LEGAL OFFICER	50.00 .......................0.00		X		685,770	60,457
(26) MARTIN FEE........................................................................ VP SR AND CCO	50.00 .......................0.00		X		573,061	39,000
(27) MARGARET T CONK........................................................................ VP SR CHIEF CLINICAL INST OFF.	50.00 .......................0.00		X		663,558	46,445
(28) KRIS IYER........................................................................ VP SR & CHIEF PHYS DEV OFFICER	2.00 .......................52.00		X		590,833	41,085
(29) KATHY AZEEZ NARAIN........................................................................ VP CHIEF DIGITAL INNOVA OFF	50.00 .......................0.00			X	562,192	16,500
(30) MICHAEL BRANT-ZAWADSKI........................................................................ VP ADDICTION RESEARCH ADMIN	50.00 .......................0.00			X	598,151	51,065
(31) ALLYSON BROOKS........................................................................ EXEC DIR MED WOMENS HEALTH	50.00 .......................0.00			X	510,526	54,523
(32) MICHAEL KRUG........................................................................ EXEC DIR CHIEF HR OFFICER	50.00 .......................0.00			X	544,765	41,715
(33) ARPI BEKMEZIAN........................................................................ VP CHIEF QUALITY OFFICER	50.00 .......................0.00			X	509,739	46,862

(A) Name and business address	(B) Description of services	(C) Compensation
PACIFIC HOSPITALIST ASSOC 361 HOSPITAL RD STE 521 NEWPORT BEACH,CA92663	PHYSICIAN SERVICES	17,188,358
NEWPORT CRTICAL CARE PHYS MED 62 ENDLESS VIS ALISO VIEJO,CA92656	PHYSICIAN SERVICES	5,674,640
BLULAB BRAND LLC 525 SONOMA MOUNTAIN RD PETALUMA,CA94954	MARKETING SERVICES	5,590,800
RENOVO SOLUTIONS 4 EXECUTIVES CIRCLE STE 185 IRVINE,CA92614	MAINTENANCE SERVICES	5,028,360
EMERALD TEXTILES LLC P O BOX 7854 SAN FRANCISCO,CA941207854	LINEN SERVICES	4,166,623
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 117

- 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

2023

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) 2023

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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. 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—2022. 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—2023. 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—2022. 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) 2023

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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. 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—2022. 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) 2023

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) 2023

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) 2023

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) 2023

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 2023 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-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

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) 2023

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

2023

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) (2023)

Schedule B (Form 990) (2023) 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) (2023)

Schedule B (Form 990) (2023)

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) (2023)

Schedule B (Form 990) (2023)

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) (2023)

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

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

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

OMB No. 1545-0047

2022

Open to Public
Inspection

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 .................................................................... right arrow

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 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

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 ..... right arrow

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

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

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) 2022

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 right arrow

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 right arrow

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) 2019	(b) 2020	(c) 2021	(d) 2022	(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) 2022

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

60,051

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

60,051

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) 2022

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.
right arrow

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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
right arrow

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

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) 2022

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 ....	165,489,602	184,029,760	164,655,908	143,701,793	130,966,595
b	Contributions ...	2,332,591	-158,581	3,030,230	5,819,236	6,011,242
c	Net investment earnings, gains, and losses	17,818,659	-12,677,007	23,223,391	21,695,599	13,990,511
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	5,970,300	5,704,570	6,879,769	6,560,720	7,266,555
f	Administrative expenses ....
g	End of year balance ......	179,670,552	165,489,602	184,029,760	164,655,908	143,701,793

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

Board designated or quasi-endowment right arrow

4.240 %

Permanent endowment right arrow

54.650 %

Term endowment right arrow

41.110 %

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 ....	1,323,755,108	645,343,430	678,411,678
c	Leasehold improvements	173,523,766	107,307,657	66,216,109
d	Equipment ....	522,393,518	392,458,857	129,934,661
e	Other .....	198,880,078		198,880,078
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,186,609,459

Schedule D (Form 990) 2022

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	1,761,741,132	F
(B) UNDER INDENTURE AGREEMENT	227,497,590	F
(C) MALPRACTICE RESERVES	20,151,638	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	2,009,390,360

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
RIGHT OF USE LIABILITIES	61,830,072
OTHER	41,172,396
HOSPITAL FEE	37,225,434
SELF INSURANCE LIABILITIES	40,781,318
NOTE PAYABLE	7,016,413
CAPITATED CONTRACTS	5,374,221



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	193,399,854
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) 2022

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, 2023 AND 2022.

Schedule D (Form 990) 2022

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 arrow

Attach to Form 990. Right arrow

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

OMB No. 1545-0047

2023

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 AND THE CARIBBEAN			INVESTMENTS, PROGRAM RELATED	775,612,287
	EUROPE (INCLUDING ICELAND & GREENLAND)			INVESTMENTS, PROGRAM RELATED	48,611,088
	NORTH AMERICA			INVESTMENTS, PROGRAM RELATED	12,393,565
	EAST ASIA AND THE PACIFIC			INVESTMENTS, PROGRAM RELATED	8,902,527
	MIDDLE EAST AND NORTH AFRICA			INVESTMENTS, PROGRAM RELATED	422,308












3a	Sub-total ....	0	0		845,941,775
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		845,941,775

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023

Schedule F (Form 990) 2023

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) 2023

Schedule F (Form 990) 2023Page 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) 2023

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2023

Page 5

Part V

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

ReturnReference	Explanation
SCHEDULE F, PART I, LINE 3, COLUMN F	ACCOUNTING METHOD THE AMOUNTS REPORTED IN PART I, LINE 3, COLUMN F REPRESENT THE MARKET VALUES OF THE INVESTMENTS IN THE IDENTIFIED REGIONS AS OF THE ORGANIZATION'S FISCAL YEAR ENDED DECEMBER 31, 2023.

Schedule F (Form 990) 2023

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.
Medium right arrow

Attach to Form 990.
Medium right arrow

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

OMB No. 1545-0047

2023

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) . . .	13,506,711	0	13,506,711	0.750 %
b	Medicaid (from Worksheet 3, column a) . . . . .	159,894,929	80,335,010	79,559,919	4.420 %
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 . . . . .	173,410,018	80,335,010	93,075,008	5.170 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	3,564,660	0	3,564,660	0.200 %
f	Health professions education (from Worksheet 5) . . .	240,963	0	240,963	0.010 %
g	Subsidized health services (from Worksheet 6) . . . .	203,125	0	203,125	0.010 %
h	Research (from Worksheet 7) .	0	0		0 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	8,486,873	0	8,486,873	0.470 %
j	Total. Other Benefits . .	12,495,621		12,495,621	0.690 %
k	Total. Add lines 7d and 7j .	185,905,639	80,335,010	105,570,629	5.860 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023

Schedule H (Form 990) 2023

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			8,486,873		8,486,873	0.470 %
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy			3,564,660		3,564,660	0.200 %
8	Workforce development
9	Other			444,088		444,088	0.020 %
10	Total			12,495,621		12,495,621	0.690 %

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. ......

52,024,525

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).....

249,037,494

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

393,166,472

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

-144,128,978

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? ..........

Yes

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

Yes

Part IV

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

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
11 HOAG ORTHOPEDIC INSTITUTE	SPECIALTY HOSPITAL	51.000 %	44.000 %
22 HOI ASC HOLDINGSLLC	HOLDING COMPANY	30.600 %	26.400 %
33 MAIN STREET SPECIAL	SURGERY CENTER	26.110 %	22.530 %
44 ORTHOPEDIC SURGERY CENTER	SURGERY CENTER - OC	30.600 %	26.400 %
55 SOUTHERN CALIFORNIA	SURGERY CENTER	17.380 %	15.000 %
66 HOAG ORTHOPEDIC INSTITUTE	SURGERY CENTER - BH	15.610 %	13.460 %
77 DIAGNOSTIC AND INTERVENTIONAL	SURGERY CENTER	15.610 %	13.460 %
88 HOAG ORTHOPEDIC NETWORK	SURGERY CENTER	51.000 %	44.000 %
99 HOAG ORTHOPEDIC INSTITUTE	SURGERY CENTER	51.000 %	44.000 %
1010 CALIFORNIA SPECIALTY	SURGERY CENTER	17.450 %	15.060 %
1111 ORTHOCALIFORNIA IPA	SURGERY CENTER	51.000 %	44.000 %
12
13

Schedule H (Form 990) 2023

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 NEWPORT BEACH,CA92663 WWW.HOAG.ORG CO194920	X	X	X	X
2	HOAG ORTHOPEDIC INSTITUTE 16250 SAND CANYON AVENUE IRVINE,CA92618 WWW.HOAGORTHOPEDICINSTITUTE.COM 200835010044	X				ORTHOPEDIC HOSPITAL

Schedule H (Form 990) 2023

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): SEE PART V, SECTION C

Other website (list url):

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

Other (describe in Section C)

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

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 23

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

Yes

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

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

10b

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

12a

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

12a

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

12b

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

Schedule H (Form 990) 2023

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) 2023

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) 2023

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) 2023

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 ADMINISTERED 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 6	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/REPORTSFACILITY 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/REPORTSFACILITY 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 POPULATION2) 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 SUPPORTS 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 GROUPSKNOWING 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) 2023

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?12
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 IMAGING CENTER 360 SAN MIGUEL NEWPORT BEACH,CA92660	IMAGING CENTER
6	6 - HOAG ORTHOPEDIC INS SURGERY CTR BH 9090 WILSHIRE BLVD SUITE 102 BEVERLY HILLS,CA90211	OUTPATIENT ORTHOPEDIC SURGERY CENTER
7	7 - HOAG OUTPATIENT CENTERS LLC 500 SUPERIOR AVE SUITE 120 NEWPORT BEACH,CA92663	OUTPATIENT SURGERY CENTER
8	8 - NEWPORT BEACH ENDOSCOPY CENTER LLC 1525 SUPERIOR AVE SUITE 114 NEWPORT BEACH,CA92663	OUTPATIENT SURGERY CENTER
9	9 - IRVINE ENDOSCOPY PARTNERS LLC 16405 SAND CANYON AVE SUITE 110 IRVINE,CA92618	OUTPATIENT SURGERY CENTER
10	10 - IRVINE SURGICAL PARTNERS LLC 16405 SAND CANYON AVE SUITE 100 IRVINE,CA92618	OUTPATIENT SURGERY CENTER
11	11 - NEWPORT SURGICAL PARTNERS LLC 1901 NEWPORT BOULEVARD SUITE 120 COASTA MESA,CA92627	OUTPATIENT SURGERY CENTER
12	12 - NEWPORT BAY SURGERY CENTER LLC 3333 W PACIFIC COAST HWY SUITE 100 NEWPORT BEACH,CA92663	OUTPATIENT SURGERY CENTER

Schedule H (Form 990) 2023

Page 10

Part VI

Supplemental Information

Provide the following information.

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

Form and Line Reference	Explanation
PART I, LINE 3C:	IN DETERMINING ELIGIBILITY FOR FREE OR DISCOUNTED CARE, THE ORGANIZATION ALSO CONSIDERED CERTAIN ASSETS OF A PATIENT. IN ADDITION, A PATIENT'S SPECIAL CIRCUMSTANCES, INCLUDING BUT NOT LIMITED TO DISABILITY AND HOMELESSNESS ARE CONSIDERED WHEN DETERMINING ELIGIBILITY.
PART I, LINE 7:	HOAG UTILIZES A RELATIVE VALUE UNIT (RVU) COST ACCOUNTING METHOD TO ALLOCATE EXPENSES. UNDER THIS APPROACH, RVUS ARE ASSIGNED TO CHARGE CODES POSTED BY EACH COST CENTER, AND EXPENSES FROM THE GENERAL LEDGER ARE ALLOCATED TO THE COST CENTERS BASED ON A WEIGHTED RVU SYSTEM. THIS METHOD CAPTURES ALL DIRECT COSTS ASSOCIATED WITH PATIENT CARE. INDIRECT OR OVERHEAD COSTS, WHICH ORIGINATE FROM COST CENTERS THAT DO NOT DIRECTLY PROVIDE PATIENT SERVICES, ARE ALLOCATED TO DIRECT COST CENTERS ACCORDING TO THEIR RESOURCE UTILIZATION. THIS COST ALLOCATION METHODOLOGY IS APPLIED CONSISTENTLY ACROSS ALL HOSPITAL PATIENTS, REGARDLESS OF PATIENT TYPE (INPATIENT, OUTPATIENT, ETC.) OR PAYER CATEGORY.
PART III, LINE 2:	THE ORGANIZATION CALCULATES BAD DEBT EXPENSE BASED ON A COMBINATION OF FACTORS, INCLUDING ACTUAL WRITE-OFFS OF UNCOLLECTIBLE ACCOUNTS IN ACCORDANCE WITH OUR BAD DEBT POLICY, RECOVERIES OF PREVIOUSLY WRITTEN-OFF BAD DEBTS, AND ESTIMATES OF RESERVES FOR AGED ACCOUNTS. THESE ESTIMATES ARE DETERMINED BY CONSIDERING THE FINANCIAL CLASS OF THE ACCOUNT AND THE TIME ELAPSED SINCE THE PATIENT'S DISCHARGE.
PART III, LINE 8:	MEDICARE PROGRAM COSTS ARE COMPUTED ON THE ANNUAL COST REPORT IN A PRECISE MANNER. ROUTINE SERVICE COSTS ARE DERIVED BY MULTIPLYING MEDICARE VOLUME, IN THIS CASE PATIENT DAYS, BY THE COST PER DAY CALCULATED ON THE COST REPORT FOR EACH PARTICULAR SERVICE TYPE (ADULTS & PEDS, ICU, CCU, ETC.). ANCILLARY COSTS ARE DERIVED BY MULTIPLYING MEDICARE VOLUME, IN THIS CASE GROSS CHARGES, BY THE SPECIFIC COST-TO-CHARGE RATIO FOR EACH DISTINCT ANCILLARY SERVICE. THE FULLY LOADED COSTS (DIRECT AND OVERHEAD ALLOCATION) FOR ROUTINE AND ANCILLARY SERVICES RENDERED TO MEDICARE PATIENTS IS LINED UP WITH MEDICARE PAYMENTS RECEIVED TO ARRIVE AT THE COMPUTED SHORTFALL.
PART III, LINE 9B:	PATIENTS IN THE PROCESS OF QUALIFYING FOR GOVERNMENT FINANCIAL ASSISTANCE OR THE FA PROGRAM WILL NOT BE ASSIGNED TO COLLECTIONS PRIOR TO 180 DAYS FROM THE DATE OF INITIAL POST-DISCHARGE/TREATMENT BILLING. IF A PATIENT IS ATTEMPTING TO QUALIFY FOR ELIGIBILITY UNDER THE FINANCIAL ASSISTANCE PROGRAM AND IS ATTEMPTING IN GOOD FAITH TO SETTLE AN OUTSTANDING BILL WITH HOAG BY NEGOTIATING AN EXTENDED PAYMENT PLAN OR BY MAKING REGULAR PARTIAL PAYMENTS OF A REASONABLE AMOUNT, HOAG SHALL NOT SEND THE UNPAID BILL TO ANY COLLECTION AGENCY OR OTHER ASSIGNEE, UNLESS THAT ENTITY HAS AGREED TO COMPLY WITH GUIDELINES OUTLINED IN CALIFORNIA HEALTH AND SAFETY CODE SECTION 127400 ET SEQ. INSURED OR UNINSURED PATIENTS, WHO AT THE SOLE DISCRETION OF HOAG ARE REASONABLY COOPERATING TO SETTLE AN OUTSTANDING HOSPITAL BILL BY MAKING REGULAR AND REASONABLE PAYMENTS TOWARDS THEIR OUTSTANDING HOSPITAL BILL, WILL NOT BE SENT TO AN OUTSIDE COLLECTION AGENCY IF DOING SO WOULD NEGATIVELY IMPACT THE PATIENT'S CREDIT.
SCHEDULE H, PART VI, LINE 2	NEEDS ASSESSMENT HMHP CONDUCTED A NEW 2022 COMMUNITY HEALTH NEEDS ASSESSMENT AND DEVELOPED A RELATED IMPLEMENTATION STRATEGY THAT WAS 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/REPORTSIN ADDITION TO THE COMMUNITY WIDE NEEDS ASSESSMENT CONDUCTED EVERY THREE YEARS, HOAG CONTINUALLY ASSESSES THE HEALTHCARE NEEDS OF THE COMMUNITY IN VARIOUS WAYS. MANY OF THE COMMUNITY BENEFIT STAFF SERVE ON BOARD OF DIRECTORS AND COMMITTEES OF NONPROFIT ORGANIZATIONS WHICH ALLOWS THEM TO BE ACTIVELY ENGAGED WITH THE COMMUNITY AS WELL AND PROVIDE SUPPORT AND STRATEGIC DIRECTION. CLIENTS THAT ACCESS SERVICES AT THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING ALSO COMPLETE A SCREENING TOOL WHICH ALLOWS US TO ASSESS FUTURE PROGRAMMING NEEDS FOR THE COMMUNITY. COMMUNITY HEALTH 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 HEALTH 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 AND THE MELINDA HOAG SMITH CENTER FOR HEALTHY LIVING- 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 WAGEOF $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 HEALTH 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 SHAREOURSELVES HAVE NURTURED A UNIQUE PARTNERSHIP SINCE 1984. THIS LONG-STANDING RELATIONSHIP BETWEEN SHAREOURSELVES 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 SHAREOURSELVES. - 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 17 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 HEALTH SCHOLARS PROGRAM.- 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 CY2023 AMOUNTED TO OVER $82 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 7	STATE FILING OF COMMUNITY BENEFIT REPORTCALIFORNIA

Schedule H (Form 990) 2023

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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

2023

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	(f) Method of valuation (book, FMV, appraisal, other)	(h) Purpose of grant or assistance
(1) ACCESS CALIFORNIA SERVICES 300 W CARL KARCHER WAY ANAHEIM,CA92801	33-0826205	501 (C) (3)	75,000	FMV	HEALTH COVERAGE AND MENTAL HEALTH SVS
(2) AGE WELL SENIOR SERVICES (SOUTH COUNTY SR SVC) 23101 LAKE CENTER DR SUITE 325 LAKE FOREST,CA92630	93-1163563	501 (C) (3)	75,000	FMV	MEALS-ON WHEELS - HOMEBOUND ELDERLY
(3) ALZHEIMER'S FAMILY SERVICES CENTER 9451 INDIANAPOLIS AVE HUNTINGTON BEACH,CA92646	95-3463978	501 (C) (3)	1,376,466	FMV	OPERATIONS/COMMUNITY EDUC/OUTREACH PRG.
(4) ALZHEIMERS ORANGE COUNTY 2515 MCCABE WAY SUITE 200 IRVINE,CA92614	95-3702013	501 (C) (3)	60,000	FMV	SPANISH SPEAKING DEMENTIA CAREGIVER
(5) AMERICAN ACADEMY OF PEDIATRICS 5000 CAMPUS DRIVE NEWPORT BEACH,CA92660	95-3731523	501 (C) (3)	50,000	FMV	CY24 GRANT: CLINIC IN THE PARK
(6) BIG BROTHERS BIG SISTERS OF ORANGE COUNTY 1801 E EDINGER AVE STE 101 SANTA ANA,CA92705	95-1992702	501 (C) (3)	25,000	FMV	HS BIGS SCHOOL-BASED MENTORING PRG
(7) BRACKEN'S KITCHEN 13941 NAUTILUS DR GARDEN GROVE,CA92843	95-1992702	501 (C) (3)	55,000	FMV	FOOD FEEDING PROGRAM. EVENT SPONSORSHIP
(8) CANCER KINSHIP 307 PLACENTIA AVE STE 203 NEWPORT BEACH,CA92663	87-4802655	501 (C) (3)	25,000	FMV	SURVIVOR EMPOWERMENT/NAVIGATION PRG
(9) CASA TERESA INC PO BOX 429 ORANGE,CA92856	95-3251986	501 (C) (3)	25,000	FMV	EMERGENCY MATERNITY SHELTER
(10) CHOC CHILDREN'S FOUNDATION 1201 W LA VETA AVE ORANGE,CA92868	95-6097416	501 (C) (3)	1,170,900	FMV	CHOC DIAB CENTER OPERATING GRANT
(11) CITY OF COSTA MESA PO BOX 1200 695 W 19TH ST COSTA MESA,CA92627	95-6005030	501 (C) (3)	75,000	FMV	MEDICAL TRANSPORTATION PROGRAM
(12) CITY OF HUNTINGTON BEACH 2000 MAIN ST HUNTINGON BEACH,CA92648	95-6000723	501 (C) (3)	50,000	FMV	TRANSPORTATION PRG- SENIORS ON THE GO
(13) CITY OF NEWPORT BEACH 801 NARCISSUS AVE CORONA DEL MAR,CA92625	95-6000751	501 (C) (3)	50,000	FMV	TRANSPORTATION PROGRAM - OASIS SENIOR
(14) COMMUNITY ACTION PARTNERSHIP OF OC 11870 MONARCH ST GARDEN GROVE,CA92841	95-2452787	501 (C) (3)	100,000	FMV	FINANCIAL EMPOWERMENT PROGRAM
(15) COMMUNITY FOR INNOVATIONS ENTREPRENEURSHIP (CIELO 16787 BEACH BLVD STE233 HUNTINGTON BEACH,CA92647	61-1495237	501 (C) (3)	55,000	FMV	CENTREPRENUERSHIP PRG, EVENT SPONSORSHIP
(16) COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY (CHIO 1505 E 17TH ST SUITE 121 SANTA ANA,CA92705	47-2671013	501 (C) (3)	55,000	FMV	COMMUNITY HEALTH ACCESS PRG
(17) COMMUNITY SENIORSERV 1200 N KNOLLWOOD CIRCLE ANAHEIM,CA92801	95-2771715	501 (C) (3)	50,000	FMV	SENIOR NUTRITION PROGRAM
(18) COUNCIL ON AGING ORANGE COUNTY 2 EXECUTIVE CIRCLE STE 175 IRVINE,CA92614	95-2874089	501 (C) (3)	115,000	FMV	VISITOR PRG, SMILEMAKERS, COMEDY SPONSOR
(19) CRIME SURVIVORS INC PO BOX 54552 IRVINE,CA92619	30-0229425	501 (C) (3)	25,870	FMV	MENTAL HEALTH/SUPPORT VICTIMS OF CRIME
(20) EPILEPSY SUPPORT NETWORK OF OC 1500 ADAMS ST SUITE 301 COSTA MESA,CA92626	27-0681680	501 (C) (3)	35,000	FMV	SUPPORT AND EDUCATIONAL PROGRAMS
(21) FAMILIES FORWARD 8 THOMAS IRVINE,CA92618	33-0086043	501 (C) (3)	130,000	FMV	FAMILY COUNSELING, RENTAL ASSISTANCE
(22) GIRLS INC 1801 E EDINGER AVE SUITE 255A SANTA ANA,CA92705	95-1810150	501 (C) (3)	105,000	FMV	BUILDING BLOCKS, EVENT SPONSORSHIP
(23) HOPE HARBORLAUREL HOUSE 1 HOPE DR TUSTIN,CA92782	33-0098433	501 (C) (3)	25,000	FMV	HOME FOR TEENS IN CRISIS, SPONSORSHIP
(24) HUMAN OPTIONS PO BOX 53745 IRIVNE,CA92619	95-3667817	501 (C) (3)	55,500	FMV	MENTAL HEALTH SVS TO VICTIMS-D. VIOLENCE
(25) HURTT CLINIC 1 HOPE DR TUSTIN,CA92782	33-0906866	501 (C) (3)	25,000	FMV	CARE NAVIGATION PROGRAM
(26) INNOVATIVE HOUSING OPPORTUNITIES 501 N GOLDEN CIRCLE STE 100 SANTA ANA,CA92705	95-3068902	501 (C) (3)	25,000	FMV	RESIDENT SERVICES PROGRAM
(27) IRVINE ADULT DAY HEALTH SERVICES 20 LAKE ROAD IRVINE,CA92604	33-0599371	501 (C) (3)	50,000	FMV	TRANSPORTATION PROGRAM - NURSING CARE
(28) KOREAN COMMUNITY SERVICES INC 451 W LINCOLN AVE STE 100 ANAHEIM,CA92805	95-3245254	501 (C) (3)	100,000	FMV	MEDICAITON & INTEGRATED CARE IN IRVINE
(29) LAGUNA BEACH COMMUNITY CLINIC 362 THIRD ST LAGUNA BEACH,CA92651	95-2637633	501 (C) (3)	50,000	FMV	A MEDICAL HOME - COMPREHENSIVE CARE PRG
(30) LAGUNA BEACH SENIORS INC (THE SUSIQ) 380 THIRD ST LAGUNA BEACH,CA92651	95-2983350	501 (C) (3)	25,000	FMV	BEHAVIORAL HEALTH PROGRAM FOR SENIORS
(31) LATINO HEALTH ACCESS 450 W 4TH STREET SANTA ANA,CA92701	33-0562943	501 (C) (3)	70,000	FMV	WOMEN HEALTH/PREVENTION-CHRONIC DISEASE
(32) LGBTQ CENTER ORANGE COUNTY 1605 N SPURGEON ST SANTA ANA,CA92701	95-2934041	501 (C) (3)	50,000	FMV	MENTAL HEALTH PROGRAM
(33) MARIPOSA WOMEN AND FAMILY CENTER 200 E KATELLA AVE ORANGE,CA92867	95-3626580	501 (C) (3)	25,000	FMV	COMMUNITY COUNSELING PROGRAM FOR SUD
(34) MERCY HOUSE PO BOX 1905 SANTA ANA,CA92701	33-0315864	501 (C) (3)	25,000	FMV	FAMILY CARE CENTER PROGRAM
(35) MIND OC - BEWELL OC 18650 MACARTHUR BLVD ST 220 IRVINE,CA92612	83-3901590	501 (C) (3)	1,000,000	FMV	MENTAL HEALTH SYSTEM DEVELOPMENT GRANT
(36) MOMS 1128 W SANTA ANA BLVD SANTA ANA,CA92703	33-0518078	501 (C) (3)	105,000	FMV	MATERNAL CHILD HEALTH COORDINATION
(37) NAMI ORANGE COUNTY 24822 JERONIMO LANE LAKE FOREST,CA92630	95-3726369	501 (C) (3)	250,000	FMV	MENTAL HEALTH & EDUCATION+NAMI IN LOBBY
(38) NEWPORT MESA SCHOOLS FOUNDATION PO BOX 1368 NEWPORT BEACH,CA92659	95-3545785	501 (C) (3)	10,000	FMV	DISCRETIONARY GRANT:TEACHERS PROGRAM
(39) ONE OC KID HEALTHY 1901 E FOUTH ST STE 100 SANTA ANA,CA92705	95-2021700	501 (C) (3)	25,000	FMV	PADRES EN ACCION-HEALTHY STUDENT/FAMILY
(40) ORANGE COUNTY ASIAN AND PACIFIC ISLANDER COMMUNITY 12912 BROOKHURST ST STE 410 GARDEN GROVE,CA92840	91-2047245	501 (C) (3)	25,000	FMV	HEALTHY OPPORTUNITY-PROMOTE EMPOWERMENT
(41) ORANGE COUNTY COMMUNITY HOUSING CORP 501 N GOLDEN CIRCLE DR STE 200 SANTA ANA,CA92705	95-3221290	501 (C) (3)	25,000	FMV	STEPPINGUP PROGRAM
(42) ORANGE COUNTY HUMAN RELATIONS GROUNDSWELL 1801 E EDINGER AVE STE 115 SANTA ANA,CA92705	33-0438086	501 (C) (3)	80,000	FMV	WALK IN MY SHOES YOUTH CONF+ BRIDGES PRG
(43) ORANGE COUNTY UNITED WAY 18012 MITCHELL SOUTH IRVINE,CA92614	33-0047994	501 (C) (3)	125,000	FMV	OC FREE TAX PREP, SPARKPOINT FINANCIAL
(44) PEDIATRIC ADOLESCENT DIABETES RESEARCH EDU (PADRE 1201 W LA VETA AVE ORANGE,CA92868	33-0099451	501 (C) (3)	55,000	FMV	TYPE 1 DIABETES EDUCATION, SPONSORSHIP
(45) PHOENIX HOUSE ORANGE COUNTY INC 11600 ELDRIDGE AVE LAKE VIEW TERRACE,CA91342	22-2268070	501 (C) (3)	100,000	FMV	USE DISORDER TREATMENT FOR OC ADULTS
(46) PROJECT SELF SUFFICIENCY 307 PLACENTIA STE 203 NEWPORT BEACH,CA92663	33-0597719	501 (C) (3)	55,000	FMV	HOMELESS PREVENTION/RAPID REHOUSING PRG
(47) PROJECT YOUTHORANGE COUNTY BAR FOUNDATION 1605 E 17TH ST SANTA ANA,CA92705	23-7068923	501 (C) (3)	50,000	FMV	STOP SHORT OF ADDICTION
(48) PUBLIC LAW CENTER 601 W CIVIC CENTER DR SANTA ANA,CA92701	95-3709253	501 (C) (3)	100,000	FMV	FAMILY LAW
(49) RADIANT HEALTH CENTERSAIDS SERVICE FOUNDATION 17982 SKYPARK CIRCLE STE J IRVINE,CA92614	33-0126481	501 (C) (3)	25,000	FMV	HIV MEDICAL CASE MANAGEMENT PROGRAM
(50) SAVE OUR YOUTH 2045 MEYER PL BLDG E COSTA MESA,CA92627	33-0585600	501 (C) (3)	50,000	FMV	HOLLISTIC APPROACH-IMPROVE TEEN HEALTH
(51) SECOND HARVEST FOOD BANK 8014 MARINE WAY IRVINE,CA92618	95-3033494	501 (C) (3)	75,000	FMV	FEEDING FAMILIES
(52) SERVING KIDS HOPEDR RIBA'S HEALTH CLUB 2100 W ALTON AVE 2 SANTA ANA,CA92704	47-1518476	501 (C) (3)	30,000	FMV	HEALTH CLUB AND BEING HEALTHY FROM A-Z
(53) SERVING PEOPLE IN NEED (SPIN) 151 KALMUS DRIVE STE H2 COSTA MESA,CA92626	33-0329687	501 (C) (3)	50,000	FMV	GUIDED ASSISTANCE TO PERMANENT PLACEMENT
(54) SHARE OUR SELVES CLINIC 1550 SUPERIOR AVE COSTA MESA,CA92627	95-3222316	501 (C) (3)	990,000	FMV	ACCESS TO CARE EXPANSION,RNTL ASSISTANCE
(55) SOUTH COUNTY OUTREACH 7 WHATNEY STE B IRVINE,CA92618	33-0330233	501 (C) (3)	25,000	FMV	HUNGER & HOMELESS PREVENTION
(56) THE CAMBODIAN FAMILY 1626 E 4TH STREET SANTA ANA,CA92701	95-3854831	501 (C) (3)	50,000	FMV	BODY, MIND, AND SPIRITUAL WELLNESS PRG
(57) THE PURPOSE OF RECOVERY 23 CORPORATE PLAZA DR STE 225 NEWPORT BEACH,CA92660	85-0914885	501 (C) (3)	25,000	FMV	SPANISH SPEAKING RECOVERY COMM. SUPPORT
(58) VETERANS LEGAL INSTITUTE 1231 WARNER AVE TUSTIN,CA92780	47-1608069	501 (C) (3)	25,000	FMV	WOMEN VETERANS FREE LEGAL CLINICS
(59) VIETNAMESE AMERICAN CANCER FOUNDATION 17150 NEWHOPE ST STE 203 FOUNTAIN VALLEY,CA92708	91-2170415	501 (C) (3)	25,000	FMV	WOMEN'S HEALTH INITIATIVE
(60) YOUNG LIVES REDEEMED 1105 E COMMONWEALTH AVE STE A-2 FULLERTON,CA92831	47-1849084	501 (C) (3)	35,000	FMV	ORANGE COUNTY WELLNESS PROJECT

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) 2023

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) 2023

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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
medium right arrow graphic

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

2023

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) 2023

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 PRESIDENT AND CEO	(i) (ii)	1,347,500 ------------- 0	760,500 ------------- 0	125,775 ------------- 0	28,050 ------------- 0	24,822 ------------- 0	2,286,647 ------------- 0	118,243 ------------- 0
2ANDREW GUARNI EVP AND CFO	(i) (ii)	823,387 ------------- 0	271,683 ------------- 0	27,594 ------------- 0	40,650 ------------- 0	8,752 ------------- 0	1,172,066 ------------- 0	15,310 ------------- 0
3FLYNN ANDRIZZI FOUNDATION PRESIDENT	(i) (ii)	522,812 ------------- 0	397,632 ------------- 0	29,120 ------------- 0	16,500 ------------- 0	22,492 ------------- 0	988,556 ------------- 0	20,070 ------------- 0
4JAN BLUE VP SR CHIEF ADMIN OFFICER	(i) (ii)	629,775 ------------- 0	166,226 ------------- 0	25,981 ------------- 0	43,950 ------------- 0	8,652 ------------- 0	874,584 ------------- 0	0 ------------- 0
5ERIC CHEUNG VP SR & CHIEF LEGAL OFFICER	(i) (ii)	540,344 ------------- 0	142,076 ------------- 0	3,350 ------------- 0	39,000 ------------- 0	22,516 ------------- 0	747,286 ------------- 0	0 ------------- 0
6MARCY BROWN VP SR CHIEF OPERATIONS OFFICER	(i) (ii)	545,926 ------------- 0	135,581 ------------- 0	9,876 ------------- 0	24,750 ------------- 0	17,227 ------------- 0	733,360 ------------- 0	4,831 ------------- 0
7RICK MARTIN VP SR PATIENT CARE SVC AND CNO	(i) (ii)	483,275 ------------- 0	145,130 ------------- 0	44,280 ------------- 0	50,550 ------------- 0	8,178 ------------- 0	731,413 ------------- 0	29,825 ------------- 0
8MARGARET T CONK VP SR CHIEF CLINICAL INST OFF.	(i) (ii)	525,925 ------------- 0	132,846 ------------- 0	4,787 ------------- 0	39,000 ------------- 0	8,465 ------------- 0	711,023 ------------- 0	0 ------------- 0
9SANFORD SMITH VP SR REAL ESTATE & FACILITIES	(i) (ii)	440,122 ------------- 0	163,565 ------------- 0	12,333 ------------- 0	43,950 ------------- 0	8,961 ------------- 0	668,931 ------------- 0	0 ------------- 0
10MICHAEL BRANT-ZAWADSKI VP ADDICTION RESEARCH ADMIN	(i) (ii)	490,335 ------------- 0	93,464 ------------- 0	14,352 ------------- 0	39,000 ------------- 0	12,922 ------------- 0	650,073 ------------- 0	0 ------------- 0
11KRIS IYER VP SR & CHIEF PHYS DEV OFFICER	(i) (ii)	456,302 ------------- 0	124,667 ------------- 0	9,864 ------------- 0	40,650 ------------- 0	1,205 ------------- 0	632,688 ------------- 0	0 ------------- 0
12MARTIN FEE VP SR AND CCO	(i) (ii)	448,316 ------------- 0	112,502 ------------- 0	12,243 ------------- 0	39,000 ------------- 0	390 ------------- 0	612,451 ------------- 0	6,150 ------------- 0
13MICHAEL KRUG EXEC DIR CHIEF HR OFFICER	(i) (ii)	237,925 ------------- 0	270,404 ------------- 0	36,436 ------------- 0	34,468 ------------- 0	7,918 ------------- 0	587,151 ------------- 0	0 ------------- 0
14KATHY AZEEZ NARAIN VP CHIEF DIGITAL INNOVA OFF	(i) (ii)	471,154 ------------- 0	89,968 ------------- 0	1,070 ------------- 0	16,500 ------------- 0	987 ------------- 0	579,679 ------------- 0	0 ------------- 0
15ALLYSON BROOKS EXEC DIR MED WOMENS HEALTH	(i) (ii)	422,829 ------------- 0	82,164 ------------- 0	5,533 ------------- 0	39,000 ------------- 0	16,473 ------------- 0	565,999 ------------- 0	0 ------------- 0
16ARPI BEKMEZIAN VP CHIEF QUALITY OFFICER	(i) (ii)	463,156 ------------- 0	45,001 ------------- 0	1,582 ------------- 0	39,000 ------------- 0	8,741 ------------- 0	557,480 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

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 DISTRIBUTION DURING THE CURRENT YEAR: ROBERT BRAITHWAITE - $118,243 ANDREW GUARNI - $15,310 RICK MARTIN - $29,825 MARTIN FEE - $6,150 MARCY BROWN - $4,831 FLYNN ANDRIZZI - $20,070

Schedule J (Form 990) 2023

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

OMB No. 1545-0047

2023

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 ..................	385,333,879
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 .............	158,351,382
11 Other spent proceeds .............
12 Other unspent proceeds .............	226,982,497
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) 2023

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) 2023

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 12/31/2023. 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) 2023

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

OMB No. 1545-0047

2023

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, CASE MANAGEMENT AND OUTREACH, COMMUNITY-BASED PROGRAM GRANTS, HEALTH PROFESSIONS EDUCATION & TRAINING 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 4313 MENTAL HEALTH THERAPY SESSIONS. - RESOURCE BROKERING, AND/OR CASE MANAGEMENT PROVIDED TO 251 INDIVIDUALS. - 2645 INDIVIDUALS PARTICIPATED IN MENTAL HEALTH COMMUNITY WORKSHOPS AND GROUPS. - THE MENTAL HEALTH CENTER PROVIDED PROFESSIONAL TRAINING AND WORKFORCE DEVELOPMENT TO 909 INDIVIDUALS FROM NONPROFIT PARTNERS. - PROVIDED A SUPERVISED CLINICAL INTERNSHIP TRAINING PROGRAM FOR 16 MASTER OF SOCIAL WORK (MSW) STUDENTS AND 2 BACHELOR OF SCIENCE IN HUMAN SERVICES (BS). EACH INTERN WAS PROVIDED WITH WEEKLY ONE-HOUR LONG SUPERVISION AND ONE AND A HALF HOUR LONG GROUP SUPERVISION. COMMUNITY BENEFIT GRANTS PROGRAM: - PROVIDED PROGRAM GRANTS TO LOCAL NON-PROFIT ORGANIZATIONS FUNDED TOTALING OVER $7M - PRIORITY FOCUS AREAS INCLUDED: ACCESS TO HEALTH CARE, MENTAL HEALTH AND BEHAVIORAL HEALTH, AND CANCER AND CHRONIC DISEASE. 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. - CRISIS CASE MANAGEMENT AND RESOURCE BROKERING PROVIDED TO 5027 INDIVIDUALS. - 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 315 LOW-INCOME TAX RETURNS AT NO-COST TO THE TAXPAYER. TOTAL REFUNDS IN THE AMOUNT OF $320,770 WERE RETURNED TO TAXPAYERS. - CHIOC CONNECTED 61 INDIVIDUALS TO AFFORDABLE, QUALITY HEALTH CARE AND SOCIAL SERVICES. - PROJECT SELF-SUFFICIENCY PROVIDED 200 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 192,450 DIAPERS/PULL UPS TO NEEDY FAMILIES. - PROVIDED WELLNESS CLASSES SUCH AS YOGA, ZUMBA AND OTHER FITNESS CLASSES TO 9,249 INDIVIDUALS. - PARTNERED WITH SECOND HARVEST FOOD BANK TO PROVIDE 7,630 INDIVIDUALS WITH FRESH PRODUCE AND GROCERIES THROUGH OUR BIWEEKLY FOOD DISTRIBUTION. - IN PARTNERSHIP WITH SHARE OURSELVES AND FAMILIES FORWARD, PROVIDED $107,560 IN EMERGENCY HOUSING ASSISTANCE. - PROVIDED MONTHLY PROFESSIONAL NETWORKING AND RESOURCE EXCHANGE MEETINGS FOR 435 PROFESSIONALS TO NETWORK WITH COMMUNITY PARTNERS. - PARTNERED WITH GIRLS INC TO PROVIDE 2,182 STUDENTS WITH AFTERSCHOOL STEM ACTIVITIES AND SPRING/SUMMER CAMPS. - PARTNERED WITH NMUSD AND IKEA IN HOSTING A BACK-TO-SCHOOL RESOURCE FAIR SERVING OVER 2,000 INDIVIDUALS. - TRAINED AND CERTIFIED 167 INDIVIDUALS WITH CPR CERTIFICATION. - PARTNERED WITH CLINIC IN THE PARK TO PROVIDE BOOSTER SEATS AND CAR SEAT SAFETY TRAINING TO 49 CAREGIVERS. - IN COLLABORATION WITH HUNTINGTON BEACH ADULT EDUCATION, 588 INDIVIDUALS PARTICIPATED IN THE ENGLISH AS A SECOND LANGUAGE CLASSES. - THE COMMUNITY HEALTH WORKERS/PROMOTORES PROGRAM PROVIDED OUTREACH THROUGH 7,158 DOOR-TO-DOOR ENCOUNTERS. COMMUNITY NURSE NAVIGATION PROGRAM THE CNN PROGRAM FOCUS ON PREVENTION AND MANAGEMENT OF CHRONIC DISEASES WITHIN THE UNDERINSURED AND MARGINALIZED POPULATION. THE CNN PROGRAM HAS 3 FULL-TIME BILINGUAL 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 2023: - 422 INDIVIDUALS PROVIDED WITH HEALTH NAVIGATION SERVICES - 1,347 PARTICIPANTS IN HEALTH EDUCATION WORKSHOPS.
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 4	THE BYLAWS OF THE CORPORATION WERE RESTATED EFFECTIVE SEPTEMBER 12, 2023.
FORM 990, PART VI, SECTION A, LINE 6	MEMBERS OR STOCKHOLDERS: THE MEMBERS OF THE CORPORATION CONSIST OF THE FOLLOWING: I. THE GEORGE HOAG FAMILY FOUNDATION (THE "GHF FOUNDATION") AND II. THE ASSOCIATION OF PRESBYTERIAN MEMBERS (THE "APM"), FORMED BY 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.
FORM 990, PART VI, SECTION A, LINE 7A	POWER TO ELECT OR APPOINT DIRECTORS: THE BYLAWS OF THE CORPORATION WERE RESTATED EFFECTIVE SEPTEMBER 12, 2023. FROM JANUARY 1, 2023 THROUGH SEPTEMBER 11, 2023, YES, THE CORPORATION HAD MEMBERS WHO HAD THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. THE CORPORATION HAD A TIERED GOVERNANCE IN WHICH THE CORPORATE MEMBERS HAD THE RIGHT TO APPOINT DIRECTORS TO THE CORPORATION'S BOARD. BEGINNING SEPTEMBER 12, 2023, THE ORGANIZATION NO LONGER HAD ANY MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO HAD THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7B	DECISIONS RESERVED TO MEMBERS OR STOCKHOLDER: FROM JANUARY 1, 2023 THROUGH SEPTEMBER 11, 2023, 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. EFFECTIVE SEPTEMBER 12, 2023, THE RESTATED BYLAWS PROVIDE THAT THE ROLE AND RESPONSIBILITIES OF THE MEMBERS, ACTING THROUGH THE MEMBER REPRESENTATIVES, CONSIST OF OVERSIGHT AND MONITORING OF THE CORPORATION'S MISSION AND PURPOSES, TO BE IMPLEMENTED THROUGH THE FOLLOWING: (A) TO ASSURE THE BOARD CARRIES OUT THE CORPORATION'S MISSION THROUGH THE EXERCISE OF THE ROLES AND RESPONSIBILITIES SET OUT IN THIS SECTION 3. (B) TO CONSIDER THE QUALIFICATIONS AND SUITABILITY OF DIRECTOR NOMINEES TO BE ELECTED TO THE BOARD AND TO ADVISE THE BOARD THEREON (C) TO APPROVE ANY CHANGE IN THE LEGAL NAME OF THE CORPORATION OR THE REVISION OR ADDITION OF A DBA USED TO IDENTIFY THE CORPORATION. (D) TO APPROVE ANY CHANGES TO THE CORPORATION'S: (I) PURPOSES AS SET OUT IN ITS ARTICLES OF INCORPORATION; OR (II) MISSION STATEMENT AS SET OUT IN THESE BYLAWS; OR (III) FOUNDING TRADITIONS STATEMENT AS SET OUT IN THESE BYLAWS. (E) TO APPROVE ANY SALE, TRANSFER, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION. (F) TO APPROVE CHANGES TO THE CORPORATION'S GOVERNANCE STRUCTURE. (G) TO APPROVE ANY CHANGE OF CONTROL OF THE CORPORATION (H) TO APPROVE ANY DISSOLUTION OF THE CORPORATION. (I) TO PARTICIPATE IN THE SELECTION OF THE CORPORATION'S CEO. (J) TO ASSURE THAT THE CORPORATION AT ALL TIMES MAINTAINS A PROMINENT AND ACCESSIBLE CHAPEL AND A ROBUST CHAPLAINCY PROGRAM IN EACH OF ITS GENERAL HOSPITAL FACILITIES, AS WELL AS ITS FAITH-BASED COMMUNITY NURSE PROGRAM, AND TO APPROVE ANY CHANGE IN THESE THAT WILL HAVE THE EFFECT OF REDUCING ITS SCOPE. (K) TO PARTICIPATE IN THE SELECTION AND ORIENTATION OF THE CORPORATION'S DIRECTOR OF CHAPLAINCY PROGRAM. (L) TO ATTEND MEETINGS OF THE BOARD OF DIRECTORS AS PROVIDED IN SECTION 5(A) BELOW. (M) TO RECEIVE NOTICE OF THE REMOVAL OF A DIRECTOR.
FORM 990, PART VI, SECTION B, LINE 11B	THE CORPORATION'S BOARD OF DIRECTORS HAS DELEGATED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD THE REVIEW OF THE FORM 990 PRIOR TO ISSUANCE. FORM 990 IS PREPARED BASED ON INFORMATION RECEIVED FROM VARIOUS SOURCES. THE CORPORATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. FORM 990 IS INITIALLY REVIEWED BY MANAGEMENT, INCLUDING AN OFFICER OF THE CORPORATION. MANAGEMENT THEN PRESENTS THE RETURNS TO THE AUDIT AND COMPLIANCE COMMITTEE, WHICH DISCUSSES KEY DISCLOSURES AND OTHER INFORMATION INCLUDED IN FORM 990. IN ADDITION, AN ELECTRONIC VERSION OF 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 CORPORATION 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 OF THE BOARD, OR THE BOARD, AS DETERMINED BY THE CONFLICT-OF-INTEREST POLICY. 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 & COMPLIANCE COMMITTEE OR THE BOARD, AS DETERMINED BY THE CONFLICT-OF-INTEREST POLICY, 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 & COMPLIANCE OR THE BOARD CONDUCTS ITS EVALUATION, EXCEPT TO ANSWER QUESTIONS. THE AUDIT & COMPLIANCE COMMITTEE MAY REQUEST ADDITIONAL INFORMATION BEFORE REACHING A DETERMINATION. WHERE A CONFLICT IS DETERMINED TO EXIST, THE AUDIT & COMPLIANCE COMMITTEE OR BOARD, SHALL NOT ENGAGE IN A CONTRACT, TRANSACTION, OR ARRANGEMENT, UNLESS THE BOARD OF DIRECTORS OR AUDIT & COMPLIANCE COMMITTEE HAVE INVESTIGATED ALTERNATIVES AND DEVELOPED AND IMPLEMENTED 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, TRANSACTION OR ARRANGEMENT, AND IS EXCUSED FROM THE PORTION OF THE MEETING WHERE THE PROPOSED CONTRACT, TRANSACTION OR ARRANGEMENT IS DISCUSSED.
FORM 990, PART VI, SECTION B, LINE 15	PROCESS FOR DETERMINING COMPENSATION OF CEO: THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF HOAG'S BOARD OF DIRECTORS, COMPRISED SOLELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE RECEIVES A STUDY PERFORMED BY AN INDEPENDENT CONSULTING FIRM THAT REVIEWS LEVELS OF COMPENSATION AT COMPARABLE ORGANIZATIONS FOR COMPARABLE POSITIONS WHEN SETTING COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES. THIS PROCESS OF USING COMPARABLE DATA TO ESTABLISH LEVELS OF COMPENSATION HAS BEEN IN PLACE IN EXCESS OF 39 YEARS. THE COMPENSATION COMMITTEE DOCUMENTS THAT THE COMPENSATION IS REASONABLE IN ITS BOARD MINUTES DURING EXECUTIVE SESSION. THIS PROCESS WAS LAST COMPLETED IN 2023. 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): THE PROCESS 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 2023. 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, 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 IX, LINE 11G	PURCHASED SERVICES (HMO, HOSP.: PROGRAM SERVICE EXPENSES 39,579,546. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,579,546. HOSPITAL BASED PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 43,707,260. MANAGEMENT AND GENERAL EXPENSES 6,146,154. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,853,414. PURCHASED SERVICES/CONSULTING: PROGRAM SERVICE EXPENSES 46,075,789. MANAGEMENT AND GENERAL EXPENSES 64,602,330. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,678,119.
FORM 990, PART XI, LINE 9:	INVESTMENTS IN JV AND OTHER 24,221,537. EQUITY TRANSFER TO HOAG CLINIC -92,786,643. EQUITY TRANSFER TO HMTS -5,414,053. NET ASSET CHANGE FROM HOAG FOUNDATION -6,750,856.

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

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

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	-4,777,222	111,458,842	HMHP
(2) HOAG OUTPATIENT THERAPIES LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 47-1467227	OUTPATIENT THERAPY	CA	288,822	477,820	HMHP
(3) HOAG NEUROBEHAVIORAL HEALTH LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 47-3282694	MEDICAL SVCS	CA	709,758	2,244,908	HMHP
(4) HOAG AT HOME LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 85-3629470	MANAGEMENT	CA	-1,269,695	402,706	HMHP
(5) HOAG HOME HEALTH LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 86-1411277	MEDICAL SVCS	CA	456,106	11,791,077	HMHP
(6) OMO LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92663 86-1323231	MANAGEMENT	TX			HMHP
(7) HOAG DIGITAL HEALTH ONE HOAG DRIVE NEWPORT BEACH,CA92663	HEALTHCARE	CA			HMHP
(8) HOAG HOSPICE LLC 4041 MACARTHUR BLVD SUITE 100 NEWPORT BEACH,CA926602554 45-1979384	HEALTHCARE	CA	-2,156,276	6,861,059	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)HMTS INC ONE HOAG DRIVE PO BOX 6100 NEWPORT BEACH,CA92658 45-3583707	HEALTHCARE	CA	501(C)(3)	12, I	HMHP	Yes
(2)HOAG CHARITY SPORTS 2081 BUSINESS CTR DR STE 195 NEWPORT BEACH,CA92663 45-2982422	SUPPORT	CA	501(C)(3)	7	HMHP	Yes
(3)HOAG CLINIC ONE HOAG DRIVE PO BOX 6100 NEWPORT BEACH,CA92658 33-0676831	HEALTHCARE	CA	501(C)(3)	10	HMHP	Yes
(4)HOAG HOSPITAL FOUNDATION ONE HOAG DRIVE PO BOX 6100 NEWPORT BEACH,CA92658 95-3222343	FUNDRAISING	CA	501(C)(3)	7	HMHP	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) COASTAL ASC HOLDINGS LLC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92658 81-0986844	HEALTHCARE	CA	HMHP	RELATED	9,226,775	22,172,869	Yes			Yes		77.500 %
(2) HOAG ORTHOPEDIC INSTITUTE ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92658 61-1588294	HEALTHCARE	CA	HMHP	RELATED	20,506,191	37,949,340	Yes			Yes		51.000 %
(3) NEWPORT IMAGING CENTER 360 SAN MIGUEL NEWPORT BEACH,CA92660 33-0191776	HEALTHCARE	CA	HMHP	RELATED	-2,798,155	2,874,395	Yes			Yes		99.880 %

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) HOAG MANAGEMENT SERVICES INC ONE HOAG DRIVE BOX 6100 NEWPORT BEACH,CA92658 33-0731587	HEALTHCARE	CA	HMHP	C	-1,793,766	243,648,501	100.000 %	Yes
(2) HOAG PHYSICIAN PARTNERS 16148 SAND CANYON AVE IRVINE,CA92618 83-4276044	HEALTHCARE	CA	HC	C		462,333	100.000 %	Yes
(3) HOAG ORTHOPEDIC NETWORK ONE HOAG DRIVE PO BOX 6100 NEWPORT BEACH,CA92658 83-4062064	HEALTHCARE	CA	N/A	C					No
(4) HOAG ORTHOPEDIC INSTITUTE SPECIALISTS ONE HOAG DRIVE PO BOX 6100 NEWPORT BEACH,CA92658 83-2569551	HEALTHCARE	CA	N/A	C					No

Schedule R (Form 990) 2023

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) ............................

Yes

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	21,783,375	ACCRUAL
(2) HOAG HOSPITAL FOUNDATION	J	1,014,247	ACCRUAL
(3) HOAG HOSPITAL FOUNDATION	Q	14,757,686	ACCRUAL
(4) HOAG HOSPITAL FOUNDATION	L	170,000	ACCRUAL
(5) HOAG HOSPITAL FOUNDATION	C	23,907,474	ACCRUAL
(6) HOAG CHARITY SPORTS	Q	1,129,960	ACCRUAL
(7) HOAG CHARITY SPORTS	R	323,210	ACCRUAL
(8) HOAG CLINIC	R	92,786,643	ACCRUAL
(9) HOAG CLINIC	J	4,015,445	ACCRUAL
(10) COASTAL ASC HOLDINGS LLC	L	9,320,074	ACCRUAL

Schedule R (Form 990) 2023

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) 2023

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) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: OUR MISSION AS A NOT-FOR-PROFIT, FAITH- BASED HOSPITAL IS TO PROVIDE THE HIGHEST QUALITY HEALTHCARE SERVICES TO THE COMMUNITIES WE SERVE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	17
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	10,058
6	Total number of volunteers (estimate if necessary) .............	6	877
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	5,010,976
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	512,761

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	55,211,303	44,526,989
9	Program service revenue (Part VIII, line 2g) .........	1,485,406,894	1,647,359,569
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	76,013,312	109,343,462
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	29,876,087	42,257,473
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,646,507,596	1,843,487,493
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	9,399,443	9,249,318
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)	703,347,225	838,815,236
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)....	887,938,180	837,072,802
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,600,684,848	1,685,137,356
19	Revenue less expenses. Subtract line 18 from line 12.......	45,822,748	158,350,137
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	4,246,917,299	4,532,479,353
21	Total liabilities (Part X, line 26).............	1,440,069,401	1,481,883,192
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,806,847,898	3,050,596,161

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,119,413,505 including grants of $ 9,249,318 ) (Revenue $ 1,683,708,660 )
	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 expenses1,119,413,505

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	12,346,668	0	737,452

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	23,907,474
e	Government grants (contributions)		1e	20,619,515

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

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

h Total. Add lines 1a-1f.......		44,526,989

		Business Code
2a	PATIENT SERVICES	622110	1,487,226,106	1,487,226,106
b	HMO CAPITATED PAYMENT	622110	124,053,855	124,053,855
c	MOB RENTAL INCOME	531190	29,522,285	29,522,285
d	CLINICAL TRIALS	541715	6,557,323	6,557,323
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,647,359,569

3 Investment income (including dividends, interest, and othersimilar amounts) ......			42,016,305		84,099	41,932,206
4 Income from investment of tax-exempt bond proceeds			98,126			98,126
5 Royalties...........			35,200			35,200
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	67,214,781	14,250
b	Less: cost or other basis and sales expenses	7b	0	0
c	Gain or (loss)	7c	67,214,781	14,250
d	Net gain or (loss).........			67,229,031			67,229,031
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
11a	HOI SERVICES		561110	16,896,386	12,202,642	4,693,744
b	OTHER REVENUE		900099	11,400,596	11,400,596
c	REFUNDS/REBATES		900099	10,666,057	10,666,057
d	All other revenue ....			3,259,234	2,079,796	233,133	946,305
e	Total. Add lines 11a–11d ......			42,222,273
12	Total revenue. See instructions.....			1,843,487,493	1,683,708,660	5,010,976	110,240,868

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	9,249,318	9,249,318
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 ...........	9,395,767	620,121	8,775,646
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	192,590		192,590
7	Other salaries and wages........	662,961,605	496,765,899	166,195,706
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	30,423,567	8,288,143	22,135,424
9	Other employee benefits .......	92,235,277	49,818,145	42,417,132
10	Payroll taxes ...........	43,606,430	35,256,460	8,349,970
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	4,872,745	4,330	4,868,415
c	Accounting ...........	1,030,272		1,030,272
d	Lobbying ...........	60,051		60,051
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	200,111,079	129,362,595	70,748,484
12	Advertising and promotion ....	3,029,861	418,996	2,610,865
13	Office expenses .......	21,061,894	12,980,405	8,081,489
14	Information technology ......	22,322,560	14,389,624	7,932,936
15	Royalties ..
16	Occupancy ...........	54,809,332	42,198,685	12,610,647
17	Travel ............	1,311,100	954,832	356,268
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	735,002	370,014	364,988
20	Interest ...........	25,280,903	25,000	25,255,903
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	103,841,030	36,649,976	67,191,054
23	Insurance ...	11,002,397		11,002,397
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	268,270,927	267,197,866	1,073,061
b	QA FEE	50,941,102		50,941,102
c	DUES & SUBSCRIPTIONS	26,287,032	5,627,561	20,659,471
d	LICENSES & TAXES	13,670,071	1,076,496	12,593,575
e	All other expenses	28,435,444	8,159,039	20,276,405
25	Total functional expenses. Add lines 1 through 24e	1,685,137,356	1,119,413,505	565,723,851	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 ........			92,057,628	1	31,323,509
2	Savings and temporary cash investments .........			52,883,699	2	68,588,592
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			233,332,933	4	309,179,266
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 ...........			699,582	7	0
8	Inventories for sale or use ............			16,832,357	8	17,269,735
9	Prepaid expenses and deferred charges ......			22,861,176	9	32,696,822
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,331,719,403
b	Less: accumulated depreciation	10b	1,145,109,944	1,157,837,924	10c	1,186,609,459
11	Investments—publicly traded securities .			547,406,199	11	681,196,986
12	Investments—other securities. See Part IV, line 11 .....			1,923,906,201	12	2,009,390,360
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			3,427,942	14	2,879,412
15	Other assets. See Part IV, line 11 ...........			195,671,658	15	193,345,212
16	Total assets. Add lines 1 through 15 (must equal line 33)...			4,246,917,299	16	4,532,479,353

17	Accounts payable and accrued expenses .....	307,281,628	17	370,767,372
18	Grants payable ...	0	18	0
19	Deferred revenue .........	0	19	0
20	Tax-exempt bond liabilities .........	362,904,322	20	361,421,121
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	556,915,020	23	556,294,845
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	212,968,431	25	193,399,854
26	Total liabilities. Add lines 17 through 25..	1,440,069,401	26	1,481,883,192

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	2,806,259,831	27	3,050,008,094
28	Net assets with donor restrictions ...........	588,067	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 ...........	2,806,847,898	32	3,050,596,161
33	Total liabilities and net assets/fund balances ........	4,246,917,299	33	4,532,479,353

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