Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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. | ||||||
Calendar year
(or fiscal year beginning in)
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(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 | ||||
| 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 2024 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-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | 24020961 |
| Software Version: | 2024v5.1 |
| Return Reference | Explanation |
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| FORM 990, PART III, LINE 1 PART III, LINE 1 | TO ESTABLISH, MAINTAIN, CONDUCT, AND OPERATE A HOSPITAL OR HOSPITALS RELATED, ASSOCIATED AND COMPLIMENTARY FACILITIES AND SERVICES, SUCH AS, BUT NOT LIMITED TO, SKILLED NURSING, EXTENDED CARE, OUTPATIENT CARE, HOME CARE, AND OTHER HEALTH CARE PROGRAMS, ACTIVITIES, SERVICES AND FACILITIES. TO CARRY ON ANY EDUCATIONAL ACTIVITIES RELATED TO RENDERING CARE TO THE SICK AND INJURED, OR TO THE PROMOTION OF HEALTH. TO PROMOTE AND CARRY ON SCIENTIFIC RESEARCH RELATED TO THE CARE OF THE SICK AND INJURED, OR TO THE PROMOTION OF HEALTH. TO PARTICIPATE IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY. TO OPERATE AND MAINTAIN THIS CORPORATION AND ITS ASSETS FOR THE BENEFIT OF THE COMMUNITIES SERVED BY GROSSMONT HEALTHCARE DISTRICT, A POLITICAL SUBDIVISION OF THE STATE OF CALIFORNIA, ORGANIZED PURSUANT TO LOCAL HOSPITAL DISTRICT LAW (DIVISION 23 OF THE CALIFORNIA HEALTH & SAFETY CODE), AND WHICH IS LOCATED IN SAN DIEGO COUNTY, CALIFORNIA. GENERALLY DO ANYTHING AND EVERYTHING NECESSARY, EXPEDIENT OR INCIDENTAL TO THE FOREGOING. |
| FORM 990, PART III, LINE 4A COMMUNITY BENEFIT REPORT | SEE THE FULL SHARP HEALTHCARE ANNUAL COMMUNITY BENEFIT PLAN AND REPORT AT: HTTPS://WWW.SHARP.COM/ABOUT/COMMUNITY/COMMUNITY-BENEFITS/BENEFIT-REPORT.CFM OVERVIEW OF SHARP HEALTHCARE SHARP HEALTHCARE (SHARP) IS AN INTEGRATED, REGIONAL HEALTH CARE DELIVERY SYSTEM BASED IN SAN DIEGO, CALIFORNIA. THE SHARP SYSTEM INCLUDES FOUR ACUTE CARE HOSPITALS, FIVE SPECIALTY HOSPITALS, THREE AFFILIATED MEDICAL GROUPS, TWENTY-SEVEN MEDICAL CLINICS, SIX URGENT CARE CENTERS, THREE SKILLED NURSING FACILITIES, TWO INPATIENT REHABILITATION CENTERS, A HOSPICE PROGRAM, HOME INFUSION SERVICES, NUMEROUS OUTPATIENT FACILITIES AND PROGRAMS, AND THREE CHARITABLE FOUNDATIONS. SHARP ALSO OFFERS INDIVIDUAL AND GROUP HMO COVERAGE THROUGH SHARP HEALTH PLAN. SERVING A POPULATION OF APPROXIMATELY 3.3 MILLION IN SAN DIEGO COUNTY (SDC), AS OF SEPTEMBER 30, 2025, SHARP IS LICENSED TO OPERATE 2,230 BEDS AND HAS APPROXIMATELY 2,800 SHARP-AFFILIATED PHYSICIANS AND MORE THAN 20,000 EMPLOYEES. MISSION IT IS SHARP HEALTHCARE'S MISSION TO IMPROVE THE HEALTH OF THOSE WE SERVE WITH A COMMITMENT TO EXCELLENCE IN ALL THAT WE DO. SHARP'S GOAL IS TO OFFER QUALITY CARE AND SERVICES THAT SET COMMUNITY STANDARDS, EXCEED PATIENTS' EXPECTATIONS AND ARE PROVIDED IN A CARING, CONVENIENT, COST-EFFECTIVE AND ACCESSIBLE MANNER. VISION SHARP HEALTHCARE'S VISION IS TO TRANSFORM THE HEALTH CARE EXPERIENCE AND BE THE BEST PLACE TO WORK, THE BEST PLACE TO PRACTICE MEDICINE AND THE BEST PLACE TO RECEIVE CARE. SHARP IS DEDICATED TO BECOMING THE BEST HEALTH SYSTEM IN THE UNIVERSE. CORE VALUES INTEGRITY, CARING, SAFETY, INNOVATION AND EXCELLENCE. SUMMARY THIS SUMMARY PROVIDES AN OVERVIEW OF COMMUNITY BENEFIT PLANNING AT SHARP HEALTHCARE (SHARP), A LISTING OF COMMUNITY NEEDS ADDRESSED IN THIS COMMUNITY BENEFIT PLAN AND REPORT AND A SUMMARY OF COMMUNITY BENEFIT PROGRAMS AND SERVICES PROVIDED BY SHARP IN FISCAL YEAR (FY) 2025 (OCT. 1, 2024, THROUGH SEPT. 30, 2025). IN ADDITION, THE SUMMARY REPORTS THE ECONOMIC VALUE OF COMMUNITY BENEFIT PROVIDED BY SHARP, ACCORDING TO THE FRAMEWORK SPECIFICALLY IDENTIFIED IN SENATE BILL 697 (SB 697), FOR THE FOLLOWING ENTITIES: SHARP CHULA VISTA MEDICAL CENTER (EIN 95-2367304) SHARP CORONADO HOSPITAL AND HEALTHCARE CENTER (EIN 95-0651579) SHARP GROSSMONT HOSPITAL (EIN 33-0449527) SHARP MARY BIRCH HOSPITAL FOR WOMEN & NEWBORNS (EIN 95-3782169) SHARP MEMORIAL HOSPITAL (EIN 95-3782169) SHARP MESA VISTA HOSPITAL AND SHARP MCDONALD CENTER (EIN 95-3782169) SHARP HEALTH PLAN (EIN 33-0519730) COMMUNITY BENEFIT PLANNING AT SHARP HEALTHCARE SHARP HEALTHCARE BASES ITS COMMUNITY BENEFIT PLANNING ON ITS TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS), COMBINED WITH EXPERTISE IN PROGRAMS AND SERVICES OF EACH SHARP HOSPITAL AND COLLABORATION WITH COMMUNITY PARTNERS. COMMUNITY NEEDS ADDRESSED IN THE SHARP HEALTHCARE COMMUNITY BENEFIT PLAN AND REPORT FOR FY 2025 INCLUDE: * ACCESS TO CARE AND FINANCIAL SUPPORT FOR UNINSURED AND UNDERINSURED COMMUNITY MEMBERS AND INDIVIDUALS WITHOUT A MEDICAL PROVIDER * PROGRAMS AND SERVICES THAT PROVIDE COMMUNITY AND SOCIAL SUPPORT TO ADDRESS HEALTH EQUITY CHALLENGES AND CHRONIC STRESS * EDUCATION, SCREENING AND SUPPORT PROGRAMS FOR CHRONIC HEALTH CONDITIONS, INCLUDING HEART AND VASCULAR DISEASE, STROKE, CANCER, DIABETES AND OBESITY * BEHAVIORAL HEALTH AND SUBSTANCE USE EDUCATION, SCREENING AND SUPPORT FOR AT-RISK POPULATIONS * WOMEN'S AND PRENATAL/POSTNATAL HEALTH SERVICES, SUPPORT AND EDUCATION * AGING CARE AND SUPPORT PROGRAMS, INCLUDING EDUCATION AND SCREENING FOR OLDER ADULTS AND CAREGIVERS * SAFETY AND SUPPORT PROGRAMS FOR PEOPLE WITH DISABILITIES * END-OF-LIFE AND ADVANCE CARE PLANNING SERVICES * SUPPORT FOR COMMUNITY NONPROFIT HEALTH AND SOCIAL SERVICE ORGANIZATIONS * EDUCATION AND TRAINING FOR COMMUNITY HEALTH CARE PROFESSIONALS * STUDENT AND INTERN SUPERVISION, EDUCATION AND SUPPORT * COLLABORATION WITH LOCAL SCHOOLS TO PROMOTE INTEREST IN AND PATHWAYS TO HEALTH CARE CAREERS * PARTICIPATION IN CLINICAL TRIALS AND HEALTH RESEARCH ECONOMIC VALUE OF COMMUNITY BENEFIT PROVIDED IN FY 2025 IN FY 2025, SHARP PROVIDED A TOTAL OF $751,654,612 IN COMMUNITY BENEFIT PROGRAMS AND UNREIMBURSED SERVICES. THESE FINANCIAL FIGURES REPRESENT UNREIMBURSED COMMUNITY BENEFIT COSTS AFTER THE IMPACT OF THE MEDI-CAL HOSPITAL FEE PROGRAM. ECONOMIC VALUE OF COMMUNITY BENEFIT PROVIDED IN FY 2025 BY SB 697 CATEGORY AND BY SHARP ENTITY WAS AS FOLLOWS: SHARP CHULA VISTA MEDICAL CENTER: MEDICAL CARE SERVICES - $146,019,667 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $355,640 OTHER BENEFITS FOR THE BROADER COMMUNITY - $226,508 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $696,317 TOTAL - $147,298,132 SHARP CORONADO HOSPITAL AND HEALTHCARE CENTER: MEDICAL CARE SERVICES - $30,622,120 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $146,120 OTHER BENEFITS FOR THE BROADER COMMUNITY - $261,541 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $69,401 TOTAL - $31,099,182 SHARP GROSSMONT HOSPITAL: MEDICAL CARE SERVICES - $228,058,739 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $1,449,818 OTHER BENEFITS FOR THE BROADER COMMUNITY - $647,551 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $846,982 TOTAL - $231,003,090 SHARP MARY BIRCH HOSPITAL FOR WOMEN & NEWBORNS: MEDICAL CARE SERVICES - $22,718,293 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $45,755 OTHER BENEFITS FOR THE BROADER COMMUNITY - $486,399 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $132,678 TOTAL - $23,383,125 SHARP MEMORIAL HOSPITAL: MEDICAL CARE SERVICES - $288,513,237 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $824,871 OTHER BENEFITS FOR THE BROADER COMMUNITY - $717,096 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $1,234,438 TOTAL - $291,289,642 SHARP MESA VISTA HOSPITAL AND SHARP MCDONALD CENTER: MEDICAL CARE SERVICES - $26,189,296 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $1,104,630 OTHER BENEFITS FOR THE BROADER COMMUNITY - $66,036 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $147,208 TOTAL - $27,507,170 SHARP HEALTH PLAN: OTHER BENEFITS FOR VULNERABLE POPULATIONS - $28,716 OTHER BENEFITS FOR THE BROADER COMMUNITY - $41,805 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $3,750 TOTAL - $74,271 PROGRAM EXAMPLES MEDICAL CARE SERVICES INCLUDED UNCOMPENSATED CARE FOR PATIENTS WHO ARE UNABLE TO PAY FOR SERVICES AND THE UNREIMBURSED COSTS OF PUBLIC PROGRAMS, SUCH AS MEDI-CAL, MEDICARE, COUNTY MEDICAL SERVICES, CIVILIAN HEALTH AND MEDICAL PROGRAM OF THE DEPARTMENT OF VETERANS AFFAIRS (CHAMPVA) AND TRICARE. OTHER BENEFITS FOR VULNERABLE POPULATIONS INCLUDED VAN TRANSPORTATION FOR PATIENTS TO AND FROM MEDICAL APPOINTMENTS; EDUCATION AND FLU VACCINATIONS FOR OLDER ADULTS; TELEPHONE REASSURANCE AND SAFETY-CHECK PROGRAM FOR ISOLATED OR HOMEBOUND OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES; FINANCIAL AND OTHER SUPPORT TO COMMUNITY CLINICS TO PROVIDE AND IMPROVE ACCESS TO HEALTH SERVICES; PROJECT HELP; CONTRIBUTION OF TIME TO COMMUNITY-BASED ORGANIZATIONS, SUCH AS LOCAL FOOD BANKS; THE SHARP HUMANITARIAN SERVICE PROGRAM; AND SUPPORT SERVICES FOR PATIENTS EXPERIENCING HOMELESSNESS AND OTHER BARRIERS TO ACCESSING CARE. OTHER BENEFITS FOR THE BROADER COMMUNITY INCLUDED HEALTH EDUCATION AND INFORMATION PROVIDED ON-SITE, VIRTUALLY AND IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS; PARTICIPATION IN COMMUNITY HEALTH FAIRS AND EVENTS ADDRESSING UNIQUE COMMUNITY NEEDS; HEALTH SCREENINGS; AND SUPPORT GROUPS. SHARP ALSO COLLABORATED WITH LOCAL SCHOOLS TO PROMOTE INTEREST IN HEALTH CARE CAREERS. SHARP EXECUTIVE LEADERSHIP AND STAFF ALSO PARTICIPATED IN NUMEROUS COMMUNITY ORGANIZATIONS, COMMITTEES AND COALITIONS TO IMPROVE COMMUNITY HEALTH. IN ADDITION, THE CATEGORY INCLUDED COSTS ASSOCIATED WITH PLANNING AND OPERATING COMMUNITY BENEFIT PROGRAMS, SUCH AS CHNA DEVELOPMENT AND ADMINISTRATION. HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS INCLUDED EDUCATION AND TRAINING FOR MEDICAL, NURSING AND OTHER HEALTH CARE STUDENTS AND PROFESSIONALS, AS WELL AS SUPERVISION AND SUPPORT FOR STUDENTS AND INTERNS. TIME WAS ALSO DEVOTED TO GENERALIZABLE, HEALTH-RELATED RESEARCH PROJECTS THAT WERE MADE AVAILABLE TO THE BROADER HEALTH CARE COMMUNITY. |
| FORM 990, PART IV, LINE 24A PART IV, LINE 24A | TAX EXEMPT BONDS ARE ISSUED FOR THE SHARP HEALTHCARE OBLIGATED GROUP. AS A RESULT, THE TAX EXEMPT BOND BALANCES ARE REPORTED ON THE SHARP HEALTHCARE RETURN (EIN 95-6077327). THIS ORGANIZATION'S ALLOCATED PORTION IS INCLUDED IN PART X, LINE 25. |
| FORM 990, PART V, LINE 1A | INDEPENDENT CONTRACTORS ARE PAID UNDER SHARP HEALTHCARE'S TAX IDENTIFICATION NUMBER (EIN 95-6077327) AND ARE REPORTED ON SHARP HEALTHCARE'S TAX RETURN. |
| FORM 990, PART V, LINE 2A PART V, LINE 2A | GROSSMONT HOSPITAL CORPORATION EMPLOYEES' SALARIES AND WAGES ARE PAID UNDER SHARP HEALTHCARE'S TAX ID NUMBER (EIN 95-6077327), AND AS SUCH ARE ALSO REPORTED ON SHARP HEALTHCARE'S FORM 990. GROSSMONT HOSPITAL CORPORATION DOES NOT DIRECTLY EMPLOY INDIVIDUALS BUT LEASES ALL OF ITS PERSONNEL FROM SHARP HEALTHCARE, A RELATED ORGANIZATION THAT EXERCISES CONTROL OVER THE HOSPITAL. THESE LEASED EMPLOYEES OPERATE UNDER THE DIRECTION AND SUPERVISION OF GROSSMONT HOSPITAL CORPORATION AND PERFORM ALL ESSENTIAL FUNCTIONS NECESSARY FOR THE HOSPITAL'S OPERATIONS. SHARP HEALTHCARE, AS THE COMMON LAW EMPLOYER, IS RESPONSIBLE FOR ALL EMPLOYMENT-RELATED OBLIGATIONS, INCLUDING THE PAYMENT OF WAGES, WITHHOLDING AND REMITTANCE OF EMPLOYMENT TAXES, AND THE FILING OF ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS (E.G., FORM 941) UNDER ITS OWN EMPLOYER IDENTIFICATION NUMBER (EIN). ACCORDINGLY, GROSSMONT HOSPITAL CORPORATION HAS REPORTED THE NUMBER OF LEASED EMPLOYEES ON LINE 2A. HOWEVER, IT ANSWERED "NO" TO LINE 2B BECAUSE IT DOES NOT FILE THE EMPLOYMENT TAX RETURNS DIRECTLY. |
| FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS | WILLIAM S. EVANS, DANIEL KINDRON, AND ANTHONY DAMICO WERE ALL DIRECTORS ON THE GOVERNING BOARD OF THE GROSSMONT IMAGING JOINT VENTURE - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS | SHARP HEALTHCARE (FEIN 95-6077327) IS THE SOLE MEMBER OF GROSSMONT HOSPITAL CORPORATION. |
| FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY | SHARP HEALTHCARE, AS THE SOLE MEMBER OF THE CORPORATION, HAS THE RIGHT TO ELECT AND REMOVE MOST BOARD MEMBERS. |
| FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS | SHARP HEALTHCARE, AS THE SOLE MEMBER OF THE CORPORATION, HAS THE RIGHT TO ELECT AND REMOVE MOST BOARD MEMBERS. SHARP HEALTHCARE ALSO RETAINS THE APPROVAL RIGHTS AFFORDED MEMBERS FOR CERTAIN SIGNIFICANT TRANSACTIONS (E.G. DISSOLUTION OR SALE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS.) |
| FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY | THE FINAL FORM 990 IS PLACED ON THE ORGANIZATION'S INTRANET, PRIOR TO THE FILING DATE, WHERE IT IS VIEWABLE FOR COMMENT FROM ALL MEMBERS OF THE GOVERNING BODY. THE BOARD MEMBERS ARE NOTIFIED THAT THE FORM 990 IS AVAILABLE ON THE INTRANET. THE REVIEW PROCESS INCLUDES MULTIPLE LEVELS OF REVIEW INCLUDING KEY CORPORATE AND ENTITY FINANCE DEPARTMENT PERSONNEL COMPRISED OF THE ACCOUNTING MANAGER, VICE PRESIDENT OF FINANCE, SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, AND ENTITY CHIEF FINANCIAL OFFICER. ADDITIONALLY, THE ORGANIZATION CONTRACTS WITH ERNST & YOUNG, AND AN INDEPENDENT ACCOUNTING FIRM, FOR REVIEW OF THE FORM 990. |
| FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY | GROSSMONT HOSPITAL HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH HAS BEEN REVIEWED AND APPROVED BY THE GROSSMONT HOSPITAL GOVERNING BOARD. GROSSMONT HOSPITAL IS COMMITTED TO PREVENTING ANY PARTICIPANT OF THE CORPORATION FROM GAINING ANY PERSONAL BENEFIT FROM INFORMATION RECEIVED OR FROM ANY TRANSACTION OF SHARP. ONE COMPONENT OF THE WRITTEN CONFLICT OF INTEREST POLICY REQUIRES THAT BOARD MEMBERS, CORPORATE OFFICERS, SENIOR VICE PRESIDENTS AND CHIEF EXECUTIVE OFFICER(S) SUBMIT A CONFLICT OF INTEREST STATEMENT ANNUALLY TO LEGAL SERVICES/SENIOR VICE PRESIDENT OF LEGAL SERVICES WHO WILL REVIEW ALL STATEMENTS. IN ADDITION, ALL VICE PRESIDENTS AND ANY EMPLOYEES IN THE PURCHASING/SUPPLY CHAIN, AUDIT AND COMPLIANCE, AND CASE MANAGEMENT/DISCHARGE PLANNING DEPARTMENTS ARE REQUIRED TO COMPLETE AN ONLINE CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY THAT IS REVIEWED BY THE CONFLICT REVIEW COMMITTEE COMPRISED OF EMPLOYEES FROM SHARP'S LEGAL, COMPLIANCE, AND INTERNAL AUDIT DEPARTMENTS. IN CONNECTION WITH ANY TRANSACTION OR ARRANGEMENT, WHICH MAY CREATE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE PERSON SHALL DISCLOSE IN WRITING THE EXISTENCE AND NATURE OF HIS/HER FINANCIAL INTEREST AND ALL MATERIAL FACTS. BOARD MEMBERS, CORPORATE OFFICERS, SENIOR VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER(S) SHALL MAKE SUCH DISCLOSURES DIRECTLY TO THE CHAIRMAN OF THE BOARD, AND TO THE MEMBERS OF THE COMMITTEE WITH THE BOARD DESIGNATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. UPON DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, THE BOARD MEMBER, CORPORATE OFFICER, SENIOR VICE PRESIDENT OR THE CHIEF EXECUTIVE OFFICER(S) MAKING SUCH DISCLOSURES SHALL LEAVE THE BOARD OR THE COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IN CERTAIN INSTANCES, SUCH AS IF SOMEONE TAKES A BOARD SEAT ON A COMPETITOR'S BOARD OF DIRECTORS OR HAS A ROLE WITH AN ORGANIZATION WHEREBY THE INFORMATION THAT THEY MAY OBTAIN FROM SHARP WOULD PUT THEM IN A CONSISTENT CONFLICT WITH THEIR TWO ROLES, THE CONFLICT COULD CALL FOR THE INDIVIDUAL'S REMOVAL FROM THE BOARD. THE BYLAWS FOR THE ORGANIZATION PROVIDE FOR THE ABILITY TO REMOVE DIRECTORS IN ACCORDANCE WITH SECTION 5222 OF THE CALIFORNIA CORPORATIONS CODE. THIS CAN GENERALLY BE DONE ON A "FOR CAUSE A "NO CAUSE" BASIS BY THE ACTION OF THE MEMBER. |
| FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL | THE COMPENSATION COMMITTEE OF SHARP HEALTHCARE RETAINS AN INDEPENDENT COMPENSATION CONSULTING FIRM TO REVIEW THE TOTAL COMPENSATION PAID TO EXECUTIVE MANAGEMENT (PRESIDENT/CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, AND SENIOR VICE PRESIDENTS) AND COMPARES IT TO THE TOTAL COMPENSATION PAID TO SIMILAR POSITIONS WITH LIKE INSTITUTIONS. THE INFORMATION IS PRESENTED TO THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS BY THE INDEPENDENT CONSULTANT. THE COMPENSATION COMMITTEE IS COMPRISED OF BOARD MEMBERS WHO ARE NOT PHYSICIANS AND WHO ARE NOT COMPENSATED IN ANY WAY BY THE ORGANIZATION. THE COMPENSATION COMMITTEE CREATES AND APPROVES THE ORGANIZATION'S EXECUTIVE COMPENSATION PHILOSOPHIES AND STRATEGIES STATEMENT AND AS PART OF THIS APPROVES THE TOTAL COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND REVIEWS AND APPROVES THE TOTAL COMPENSATION RECOMMENDATIONS FOR THE REMAINING EXECUTIVE TEAM. THE COMPENSATION COMMITTEE PRESENTS ITS DECISION TO THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE RETAINS MINUTES OF ITS MEETINGS. THE COMPENSATION DEPARTMENT ALSO ENGAGES A THIRDPARTY INDEPENDENT CONSULTANT TO CONDUCT A COMPENSATION STUDY COVERING OFFICERS AND KEY EMPLOYEES. THE INDEPENDENT THIRD-PARTY COMPARES BASE SALARIES TO SIMILAR POSITIONS WITH LIKE INSTITUTIONS. THE INFORMATION IS REVIEWED BY THE COMPENSATION DEPARTMENT AND IS PRESENTED TO THE PRESIDENT/CHIEF EXECUTIVE OFFICER, THE CHIEF OPERATING OFFICER, AND THE APPROPRIATE SENIOR VICE PRESIDENT FOR REVIEW AND APPROVAL. THE STUDY WAS LAST CONDUCTED IN SEPTEMBER 2025, RESULTS PRESENTED TO COMPENSATION COMMITTEE IN NOVEMBER 2025, CONSULTANTS' OPINION LETTER PRESENTED TO COMPENSATION COMMITTEE IN JANUARY 2026. |
| FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES | THE PERSONNEL COMMITTEE OF SHARP HEALTHCARE RETAINS AN INDEPENDENT COMPENSATION CONSULTING FIRM TO REVIEW THE TOTAL COMPENSATION PAID TO EXECUTIVE MANAGEMENT (CEO/PRESIDENT, EXECUTIVE VICE PRESIDENT OF HOSPITAL OPERATIONS, AND SENIOR VICE PRESIDENTS) AND COMPARES IT TO THE TOTAL COMPENSATION PAID TO SIMILAR POSITIONS WITH LIKE INSTITUTIONS. THE INFORMATION IS PRESENTED TO THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS BY THE INDEPENDENT CONSULTANT. THE PERSONNEL COMMITTEE IS COMPRISED OF BOARD MEMBERS WHO ARE NOT PHYSICIANS AND WHO ARE NOT COMPENSATED IN ANY WAY BY THE ORGANIZATION. THE PERSONNEL COMMITTEE APPROVES THE TOTAL COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND REVIEWS AND APPROVES THE COMPENSATION AND COMPENSATION SALARY RANGES FOR THE REMAINDER OF THE EXECUTIVE TEAM. THE PERSONNEL COMMITTEE PRESENTS ITS DECISION TO THE BOARD OF DIRECTORS. THE PERSONNEL COMMITTEE RETAINS MINUTES OF ITS MEETINGS. THE COMPENSATION AND BENEFITS DEPARTMENT ENGAGES A THIRD PARTY INDEPENDENT CONSULTANT TO CONDUCT A COMPENSATION STUDY COVERING OFFICERS AND KEY EMPLOYEES. THE INDEPENDENT THIRD PARTY COMPARES BASE SALARIES TO SIMILAR POSITIONS WITH LIKE INSTITUTIONS. THE INFORMATION IS REVIEWED BY THE COMPENSATION AND BENEFITS DEPARTMENT AND IS PRESENTED TO THE PRESIDENT/CHIEF EXECUTIVE OFFICER, THE EXECUTIVE VICE PRESIDENT OF HOSPITAL OPERATIONS AND THE APPROPRIATE SENIOR VICE PRESIDENT FOR REVIEW AND APPROVAL. THE STUDY WAS LAST CONDUCTED IN SEPTEMBER 2025, RESULTS PRESENTED TO COMPENSATION COMMITTEE IN NOVEMBER 2025, CONSULTANTS' OPINION LETTER PRESENTED TO COMPENSATION COMMITTEE IN JANUARY 2026. |
| FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC. POLICIES ARE CONSIDERED PROPRIETARY INFORMATION, HOWEVER IN SHARP HEALTHCARE'S PUBLICLY AVAILABLE CODE OF CONDUCT, SHARP OUTLINES ITS CONFLICT OF INTEREST POLICIES IN A USER FRIENDLY MANNER. THE ANNUAL AUDITED FINANCIAL STATEMENTS OF THE CONSOLIDATED GROUP ARE PUBLISHED ON THE DACBOND.COM WEBSITE (WWW.DACBOND.COM), ARE ATTACHED TO THE FORM 990 FILED FOR EACH OF THE SHARP HOSPITALS, AND ARE AVAILABLE UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENTS INCLUDE COMBINING SCHEDULES WHICH DISCLOSE THE FINANCIAL RESULTS (BALANCE SHEET, STATEMENT OF OPERATIONS, STATEMENT OF CHANGES IN NET ASSETS) FOR EACH ENTITY OF THE CONSOLIDATED GROUP. QUARTERLY FINANCIAL STATEMENTS OF SHARP'S OBLIGATED GROUP ARE PUBLISHED ON THE DACBOND.COM WEBSITE (WWW.DACBOND.COM). |
| FORM 990, PART VII, SECTION A PART VII, SECTION A | SHARP GROSSMONT HOSPITAL EXECUTIVES' SALARIES AND WAGES ARE PAID UNDER SHARP HEALTHCARE'S TAX ID NUMBER (EIN 95-6077327), AND AS SUCH ARE ALSO REPORTED ON SHARP HEALTHCARE'S FORM 990. |
| FORM 990, PART VII, SECTION B, LINE 1 | INDEPENDENT CONTRACTORS ARE PAID UNDER SHARP HEALTHCARE'S TAX IDENTIFICATION NUMBER (EIN 95-6077327) AND ARE REPORTED ON SHARP HEALTHCARE'S TAX RETURN. |
| FORM 990, PART VIII, LINE 2F OTHER PROGRAM SERVICE REVENUE | - TOTAL REVENUE: 1316897, RELATED OR EXEMPT FUNCTION REVENUE: 1316897, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; |
| FORM 990, PART VIII, LINE 11D OTHER MISCELLANEOUS REVENUE | - TOTAL REVENUE: 1165777, RELATED OR EXEMPT FUNCTION REVENUE: , UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: 1165777; |
| FORM 990, PART X, LINE 25 PART X, LINE 25 | TAX EXEMPT BONDS ARE ISSUED FOR THE SHARP HEALTHCARE OBLIGATED GROUP. AS A RESULT, THE TAX EXEMPT BOND BALANCES ARE REPORTED ON THE SHARP HEALTHCARE RETURN (EIN 95-6077327) AND THIS ORGANIZATION HAS REPORTED ZERO ON FORM 990, PART X, LINE 20 AND HAS REPORTED THE ALLOCATED BALANCE ON LINE 25. |
| FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES | CHANGE IN MINIMUM PENSION LIABILITY - 12105876; BENEFICIAL INTEREST IN GROSSMONT HOSPITAL FOUNDATION - 505826; AUXILIARY ADJUSTMENT - -23; TOTAL - 12611679; |
| FORM 5471 FORM 5471 | FORM 5471 HAS BEEN FILED ON BEHALF OF GROSSMONT HOSPITAL CORPORATION BY SHARP HEALTHCARE (EIN 95-6077327). |
| Software ID: | 24020961 |
| Software Version: | 2024v5.1 |