2025-05-15T09:42:58-04:00 2024-06-30 PwC US Tax LLP 655 NEW YORK AVE NW SUITE 1100 WASHINGTON DC 20001 990 2023-07-01 951643336 USC ARCADIA HOSPITAL % ABELARDO NUNEZ USCA 6268988000 300 WEST HUNTINGTON DRIVE ARCADIA CA 91007 ABELARDO NUNEZ CFO 6268988000 2025-05-14 true true TRAVIS L PATTON P00369623 2024141000 2025-05-13 2023 2025-03-06 01:10:19Z IKENNA MMEJE 300 WEST HUNTINGTON DRIVE ARCADIA CA 91007 386240589 false X WWW.USCARCADIAHOSPITAL.ORG X 1912 CA TO PROVIDE HIGH-QUALITY HEALING SERVICES WHILE CARING FOR THE PATIENT'S EMOTIONAL AND SPIRITUAL NEEDS AND ENABLING THEM TO ACHIEVE HEALTH FOR LIFE. 15 13 1505 271 0 0 7500099 1447426 283015568 322217884 13034332 998112 2420357 5902585 305970356 330566007 23780 8232 0 0 149396857 165274030 0 0 0 197077996 207371913 346498633 372654175 -40528277 -42088168 804507637 851473588 334448187 351979432 470059450 499494156 TO PROVIDE HIGH-QUALITY HEALING SERVICES WHILE CARING FOR THE PATIENT'S EMOTIONAL AND SPIRITUAL NEEDS AND ENABLING THEM TO ACHIEVE HEALTH FOR LIFE. false false 312550930 8232 322217884 USC ARCADIA HOSPITAL IS A 348-LICENSE BED, NOT-FOR-PROFIT COMMUNITY HOSPITAL LOCATED IN ARCADIA, CA. FOUNDED IN 1903, USC ARCADIA HOSPITAL IS COMMITTED TO PROVIDING EXCELLENT PATIENT CARE DELIVERED WITH COMPASSION AND RESPECT. USC ARCADIA HOSPITAL PROVIDES CLINICAL SERVICES THAT INCLUDE EMERGENCY SERVICES, DIAGNOSTIC TESTING, INPATIENT AND OUTPATIENT SURGERY, INTENSIVE CARE UNITS, TRANSITIONAL CARE UNIT, CARDIAC CATHETERIZATION, CARDIAC SURGERY, CHEST PAIN CENTER, A STROKE PROGRAM, CANCER SERVICES, HIP AND KNEE REPLACEMENT, SPINE SURGERY, MATERNITY SERVICES, WEIGHT LOSS SURGERY, PHYSICAL THERAPY, ACUTE PHYSICAL REHABILITATION, AND WOUND HEALING CENTER. 312550930 true true false true false false false false false true true false false true true false false true false false true false false false false false true true false true true true false false false false false true false false false false false false false false true true true true false false true X 193 0 true 1505 true false false false false false false false false false false true false X 15 13 false false false false true true true true true false false true true true true true true true true false CA X ABELARDO NUNEZ 6268988000 300 WEST HUNTINGTON DRIVE ARCADIA CA 91007 X DAN F AUSMAN FORMER PRESIDENT/CEO 49.0 1.0 X 2525373 0 15564 ROD HANNERS DIRECTOR 1.0 59.0 X 0 2288159 59481 STEVE SISTO SR. VP/COO (UNTIL 8/29/23) 50.0 0.0 X 1096386 0 14269 IKENNA MMEJE DIRECTOR/PRESIDENT/CEO 49.0 1.0 X X 0 594821 23546 WILLIAM GRIGG CFO/ASST TREASURER OF FDN 49.0 1.0 X 536642 0 24842 BALA S CHANDRASEKHAR MD CHIEF MEDICAL OFFICER 50.0 0.0 X 513700 0 24842 CLIFFORD DANIELS CHIEF STRATEGY OFFICER 50.0 0.0 X 463843 0 28018 JOHN PEEPLES VP/HUMAN RESOURCES 50.0 0.0 X 444174 0 10732 CATHERINE TONECK CHIEF RISK & COMPLIANCE OFFICE 50.0 0.0 X 347258 0 15675 DEBORAH L MCCOY CNO (UNTIL 10/09/23) 50.0 0.0 X 327874 0 13908 CORAZON MURPHY STAFF REGISTERED NURSE 50.0 0.0 X 304719 0 17115 COLLEEN WILCOXEN INTERIM VP-CNO(AS OF 10/10/23) 50.0 0.0 X 287065 0 1162 ROBERT SHAPPLEY COO (AS OF 6/12/23) 50.0 0.0 X 0 189353 14285 KATHRYN J PUNCER ASSISTANT SECRETARY 50.0 0.0 X 104560 0 18140 E DEWAYNE MCMULLIN DIRECTOR/SECRETARY 2.0 0.0 X X 0 9641 0 AJA TULLENERS LESH PHD RN DIRECTOR 2.0 0.0 X 0 0 0 AMY A ROSS PHD DIRECTOR 2.0 5.0 X 0 0 0 DOUGLAS VAN KIRK DIRECTOR 2.0 2.0 X 0 0 0 GEORGE P BLANCO DIRECTOR 2.0 0.0 X 0 0 0 JACKIE CAMPBELL DIRECTOR 2.0 0.0 X 0 0 0 JAMES ROMO DIRECTOR 2.0 0.0 X 0 0 0 KEVIN MCFARLANE DIRECTOR/TREASURER 2.0 0.0 X X 0 0 0 MICHAEL TSIA DIRECTOR/VICE CHAIR 2.0 0.0 X X 0 0 0 NATALIE POOLE DIRECTOR 2.0 2.0 X 0 0 0 WILLIAM M PETMECKY III DIRECTOR/CHAIR 2.0 0.0 X X 0 0 0 ELIZABETH LEE DIRECTOR (AS OF 1/1/24) 2.0 0.0 X 0 0 0 STEPHEN SOLDO MD DIRECTOR (AS OF 1/1/24) 2.0 0.0 X 0 0 0 ELIAS TARAKJI MD DIRECTOR (UNTIL 10/2023) 2.0 0.0 X 0 0 0 ANDREW LEE MD DIRECTOR (UNTIL 12/31/23) 2.0 0.0 X 0 0 0 6951594 3081974 281579 487 false true false ARCADIA HOSPITALIST MEDICAL GROUP 898 N PACIFIC COAST HWY SUITE 600 EL SEGUNDO CA 90245 MEDICAL SERVICES 1942199 ARCADIA INTENSIVIST GROUP INC 898 N PACIFIC COAST HWY SUITE 600 EL SEGUNDO CA 90245 PHYSICIAN SERVICES 1853583 RENOVO SOLUTIONS LLC 4 EXECUTIVE CIRCLE SUITE 185 IRVINE CA 92614 R&M/IMAGING EQUIP 1690136 LEGACY DIALYSIS SERVICES ARCADIA LL 6 CENTERPOINTE DRIVE SUITE 700 LA PALMA CA 90623 MEDICAL SERVICES 1577210 USC CARE MEDICAL GROUP INC LOCKBOX 749329 LOS ANGELES CA 900749329 MEDICAL SERVICES 1452151 34 1446414 1012 0 1447426 PATIENT SERVICE REVENUE 900099 321839259 321839259 REBATES 900099 378625 378625 322217884 3166806 3166806 0 0 0 0 0 53505888 55674582 -2168694 -2168694 -2168694 0 0 0 0 0 0 0 0 0 CAFETERIA SALES 722514 1266031 1266031 CHILDCARE 624410 1024736 1024736 INTEREST ON PATIENT ACCOUNTS 900099 115534 115534 3496284 3496284 5902585 330566007 322217884 6900697 0 8232 8232 0 0 6297827 6297827 882440 882440 133038111 112608273 20429838 2673297 2146904 526393 12213440 9808517 2404923 10168915 8166575 2002340 0 661950 661950 515000 515000 68816 68816 0 0 33379604 31001117 2378487 82388 82388 12345531 11373181 972350 4891661 4891661 0 7700920 3179513 4521407 360198 39622 320576 0 29972 7493 22479 11016088 8241302 2774786 0 33458756 26845750 6613006 1260454 1260454 0 MEDICAL SUPPLIES 50964397 50838971 125426 MEDI-CAL PROVIDER FEE 29641447 29641447 EQUIP RENTAL & MAINT 7515346 7442485 72861 MEDICAL TRANSCRIPTIONS 101750 101750 13377635 9839344 3538291 372654175 312550930 60103245 0 2450 2450 14098453 30065552 0 0 41587146 56182913 27964113 28464677 0 0 0 0 5389380 5917157 44656193 37706323 529334336 59307810 496333255 470026526 124721474 121920999 16012838 19287517 22745762 27483345 0 0 10996573 54416129 804507637 851473588 70661561 90698279 0 0 0 0 239644904 239089045 0 0 0 0 5500000 0 0 0 18641722 22192108 334448187 351979432 X 452029356 434967772 18030094 64526384 470059450 499494156 804507637 851473588 X -42088168 14481454 57041420 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 68816 68816 false SCHEDULE C, PART II-B, LINE 1I LOBBYING ACTIVITIES USC ARCADIA HOSPITAL PAID DUES OF APPROXIMATELY $239,653 TO THE CALIFORNIA HOSPITAL ASSOCIATION AND CALIFORNIA ASSOCIATION OF HOSPITAL AND HEALTH SYSTEMS. OF THESE DUES, $68,816 IS ATTRIBUTABLE TO LOBBY RELATED EXPENSES FOR HEALTHCARE ISSUES. 4495543 25619 4521162 4507438 -11895 4495543 4556452 -49014 4507438 3537634 1030713 11895 4556452 3479484 70287 12137 3537634 1.00000 false true true 466935841 26783543 440152298 20272539 201051 20071488 39503655 32323216 7180439 2622301 0 2622301 470026526 OTHER ASSETS 12314892 GROUND LEASE REC. - LT 856067746 GROUND LEASE DISCOUNT -CURRENT -815698010 GROUND LEASE REC. - CURRENT 2338957 GROUND LEASE DISCOUNT - LT -607456 54416129 0 SELF-INSURANCE CLAIMS 13330394 LEASES 6191859 OTHER LIABILITIES 1840831 DUE TO THIRD PARTY 829024 22192108 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS UNRESTRICTED SUPPORT ENDOWMENT $ 1,796,370 STROKE CENTER 1,000,000 HOMELESS RESPITE CARE 548,572 EMERGENCY SERVICES 452,851 CHAPLAINCY 304,071 CHARITY CARE 218,818 NURSING EDUCATION 156,717 HEALTH CAREERS EDUCATION 38,463 MATERNAL CHILD HEALTH 5,300 ---------------- TOTAL $ 4,521,162 Central America and the Caribbean 0 0 Investments 2287600 0 0 0 0 2287600 2287600 true false true true true false SCHEDULE F, PART I, LINE 3, COLUMN F THE ACCRUAL METHOD WAS USED FOR AMOUNTS ON LINE 3. true true X true X true X true true true false true true 1075012 143979 931033 0.00250 87726734 45135734 42591000 0.11430 0 0 0 0.00000 88801746 45279713 43522033 0.11680 674889 0 674889 0.00180 1159338 22050 1137288 0.00310 20572337 15865654 4706683 0.01260 22406564 15887704 6518860 0.01750 111208310 61167417 50040893 0.13430 60410 60410 60410 60410 true 5318872 158443448 184192014 -25748566 X true true 1 1 USC ARCADIA HOSPITAL 300 WEST HUNTINGTON DRIVE ARCADIA CA 91007 WWW.USCARCADIAHOSPITAL.ORG 930000103 X X X 1 USC ARCADIA HOSPITAL 1 false false true X X X X X X X X X 22 true false false true X SEE PART V, SECTION C X true 23 true SEE PART V, SECTION C false true X 200. 400. X X X X true true X X X true X SEE PART V, SECTION C X SEE PT V, SECTION C X SEE PT V,SEC C X X X X X X true X false X X X X true X false false SCHEDULE H, PART V, SECTION B, LINE 3E THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA. SCHEDULE H, PART V, SECTION B, LINE 5 USC ARCADIA HOSPITAL'S COMMUNITY HEALTH NEEDS ASSESSMENT COMPILED A VARIETY OF DEMOGRAPHIC AND HEALTH DATA AND INFORMATION, GATHERED FROM BOTH PRIMARY AND SECONDARY DATA SOURCES. WE DID TAKE INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY, INCLUDING THOSE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH. FINDINGS ARE BASED ON SURVEYS WITH REPRESENTATIVES OF COMMUNITY AND PUBLIC ORGANIZATIONS CONDUCTED IN DECEMBER 2022. THE FIRST PHASE OF THE COMMUNITY HEALTH NEEDS ASSESSMENT INVOLVED COLLECTION AND ANALYSIS OF NUMEROUS DEMOGRAPHIC AND HEALTH STATUS AND DATA AND INFORMATION FOR USC ARCADIA HOSPITAL SERVICE AREA AND SERVICE PLANNING AREA (SPA) 3 - SAN GABRIEL VALLEY. THE FOLLOWING TYPES OF DATA WERE ANALYZED: POPULATION, HOUSEHOLD AND FAMILY DEMOGRAPHICS; BIRTH STATISTICS, DEATH STATISTICS, DESIGNATED HEALTH PROFESSIONAL SHORTAGE AREAS, LARGE-SCALE HOUSEHOLD TELEPHONE SURVEYS DESIGNED TO MEASURE HEALTH ACCESS, UTILIZATION OF HEALTH SERVICES, AND HEALTH BEHAVIORS. WHEREVER POSSIBLE, THE SERVICE AREA HEALTH EXPERIENCE WAS BENCHMARKED TO HEALTHY PEOPLE 2020 TARGETS. IN ADDITION, TO ASSIST WITH PROVIDING CONTEXT TO THE DEMOGRAPHICS, USC ARCADIA HOSPITAL SERVICE AREA IS COMPARED TO LOS ANGELES COUNTY. THE FOLLOWING WERE IDENTIFIED AS THE COMMUNITY'S TOP HEALTH ISSUES (BASED ON FREQUENCY OF OVERALL MENTION): - ACCESS TO HEALTH CARE SPECIFIC TO HEALTH INSURANCE COVERAGE, AVAILABILITY OF PROVIDERS IN THE COMMUNITY, LANGUAGE BARRIERS, AND LACK OF TRANSPORTATION. - DISEASE PREVENTION AND HEALTH PROMOTION, SPECIFIC TO DIABETES, OBESITY, HEART DISEASE, HIGH BLOOD PRESSURE, CANCER, MENTAL HEALTH AND DEMENTIA, AND INFLUENZA AND PNEUMONIA. ACCORDING TO MANY OF THOSE INTERVIEWED, THE SAN GABRIEL VALLEY IN GENERAL AND PERSONS OF ALL AGES, REGARDLESS OF INCOME OR RACIAL/ETHNIC AND CULTURAL BACKGROUNDS, ARE AFFECTED BY THESE HEALTH ISSUES. FOR EXAMPLE, MANY FACE CHALLENGES ASSOCIATED WITH HEALTH CARE ACCESS AND ALZHEIMER'S DISEASE AFFECTS ALL AGE SIXTY AND OLDER. NEIGHBORHOOD AREAS SPECIFICALLY MENTIONED BY THOSE PARTICIPATING IN THE COMMUNITY INTERVIEWS INCLUDED: - ARCADIA - ALHAMBRA - DUARTE - EL MONTE - MONROVIA - SAN GABRIEL - TEMPLE CITY POPULATIONS SPECIFICALLY IDENTIFIED BY THOSE PARTICIPATING IN THE INTERVIEWS: - LOWER SOCIOECONOMIC STATUS - LOWER EDUCATIONAL ATTAINMENT - CHINESE IMMIGRANT FAMILIES WITH LIMITED ENGLISH PROFICIENCY - SPANISH-SPEAKING PERSONS - RACIAL AND ETHNIC MINORITIES - ASIANS, LATINOS, AND AFRICAN AMERICANS - CHILDREN AND ADOLESCENTS - WOMEN - SENIORS - HOMELESS PERSONS THE SECOND PHASE OF THE NEEDS ASSESSMENT FOCUSED ON QUALITATIVE PRIMARY RESEARCH. REPRESENTATIVES FROM USC ARCADIA HOSPITAL AGREED THAT TELEPHONE INTERVIEWS WITH HEALTH DEPARTMENT CONTACTS AND REPRESENTATIVES FROM PUBLIC AND PRIVATE ORGANIZATIONS WOULD BE A COST-EFFECTIVE APPROACH TO GAIN AN UNDERSTANDING OF IMPORTANT HEALTH ISSUES AND POTENTIAL OPPORTUNITIES TO COLLABORATE WITH THESE ORGANIZATIONS. THE FOLLOWING SOURCES OF DATA AND INFORMATION WERE USED IN THIS COMMUNITY HEALTH NEEDS ASSESSMENT: - CALIFORNIA DEPARTMENT OF EDUCATION - CALIFORNIA DEPARTMENT OF PUBLIC HEALTH - CENTER FOR SOCIAL SCIENCES RESEARCH AT UNIVERSITY OF CALIFORNIA AT BERKELEY - DEPARTMENT OF HEALTH CARE ACCESS AND INFORMATION (HCAI) - LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH - LOS ANGELES HOMELESS SERVICES AUTHORITY - LOS ANGELES COUNTY 211.COM AND CITY WEBSITES LOCATED IN THE USC ARCADIA HOSPITAL SERVICE AREA - CLARITAS - UCLA CENTER FOR HEALTH POLICY RESEARCH - UNITED STATES DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) USC ARCADIA HOSPITAL UTILIZED THE INPUT RECEIVED FROM ALL OF THE ABOVE ORGANIZATIONS, PLUS QUANTITATIVE DATA GATHERED FROM USC ARCADIA HOSPITAL AND PUBLIC SOURCES TO IMPROVE OUR UNDERSTANDING OF KEY HEALTH ISSUES IN THE SAN GABRIEL VALLEY, AND TO IDENTIFY POTENTIAL OPPORTUNITIES TO COLLABORATE WITH THESE ORGANIZATIONS TO IMPROVE THE OVERALL HEALTH STATUS OF OUR SERVICE AREA POPULATION. SCHEDULE H, PART V, SECTION B, LINE 7A THE CHNA IS AVAILABLE AT: HTTPS://WWW.USCARCADIAHOSPITAL.ORG/DOCUMENTS/2022-COMMUNITY-HEALTH-NEEDS-A SSESSMENT.PDF SCHDULE H, PART V, SECTION B, LINE 10A THE IMPLEMENTATION STRATEGY IS AVAILABLE AT: HTTPS://WWW.USCARCADIAHOSPITAL.ORG/DOCUMENTS/2023-25-IMPLEMENTATION-STRATE GY.PDF SCHEDULE H, PART V, SECTION B, LINE 11 BASED ON QUANTITATIVE AND QUALITATIVE ANALYSIS, USC ARCADIA HOSPITAL'S 2022 COMMUNITY HEALTH NEEDS ASSESSMENT (2022 CHNA) IDENTIFIED THE FOLLOWING PRIORITY HEALTH NEEDS: - ACCESS TO HEALTH SERVICES - AVAILABILITY OF MENTAL HEALTH SERVICES - SCREENING, CARE, AND MANAGEMENT OF INDIVIDUAL HEALTH THE IMPLEMENTATION STRATEGY ADDRESSES BOTH SIGNIFICANT PRIORITY HEALTH NEEDS, WITHIN THE HOSPITAL'S MISSION AND FINANCIAL CAPACITY. THE FOLLOWING OUTLINES THE ACTIONS USC ARCADIA HOSPITAL WILL TAKE TO ADDRESS THESE COMMUNITY HEALTH NEEDS, PLANNED COLLABORATIONS, AND EVALUATION PLANS. SIGNIFICANT HEALTH NEED: ACCESS TO HEALTH SERVICES FOR ADULTS AN IMPORTANT SOURCE OF ACCESS TO ADULT HEALTH SERVICES IS THE HOSPITAL'S EMERGENCY DEPARTMENT. THE EMERGENCY DEPARTMENT IS OPEN 24-HOURS A DAY AND IS APPROVED BY LOS ANGELES COUNTY EMERGENCY MEDICAL SERVICES AS A STROKE CENTER AND STEMI RECEIVING CENTER. USC ARCADIA HOSPITAL'S EMERGENCY DEPARTMENT IS ALSO CERTIFIED AS AN EMERGENCY DEPARTMENT APPROVED FOR PEDIATRICS (EDAP). USC ARCADIA HOSPITAL WILL CONTINUE TO OFFER A FREE PHYSICIAN REFERRAL SERVICE TO ASSIST AREA RESIDENTS WITH FINDING A PHYSICIAN, EITHER BY TELEPHONE TO A DEDICATED PHYSICIAN REFERRAL CENTER OR VIA WEB SEARCH. WE WILL ALSO CONTINUE TO PROVIDE A DEDICATED CHINESE HOT LINE. PHYSICIAN REFERRALS ARE FULFILLED BASED ON PHYSICIAN SPECIALTY, LOCATION, GENDER, LANGUAGE, AND OFFICE HOURS; AND HEALTH INSURANCE (INCLUDING MEDICAL AND SENIOR INSURANCE PLANS). USC ARCADIA HOSPITAL'S COMMUNITY OUTREACH DEPARTMENT STAFF WILL CONTINUE TO RESPOND TO THE HEALTH NEEDS OF OUR COMMUNITY. STAFF MEMBERS ACTIVELY COLLABORATE WITH AREA ORGANIZATIONS TO ADDRESS THE UNIQUE NEEDS OF PERSONS LIVING IN OUR SERVICE AREA. SOME EXAMPLES INCLUDE ACTIVE PARTICIPATION IN CHINESE (LUNAR) NEW YEAR STREET FESTIVAL AND AN ASIAN HEALTH FAIR; AND PROGRAM DEVELOPMENT AND COORDINATION WITH AREA SENIOR CENTERS TO PROVIDE SUPPORT FOR SCREENINGS AND HEALTH FAIRS. PLANNED COLLABORATIONS: TO IMPROVE ACCESS TO HEALTH SERVICES IN OUR COMMUNITY, LEADERSHIP AND STAFF WILL REMAIN ACTIVE IN THE FOLLOWING GROUPS: HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA, LOS ANGELES COUNTY SERVICE PLANNING AREA (SPA) 3 COUNCIL, ARCADIA COMMUNITY COORDINATING COUNCIL, MONROVIA COMMUNITY COORDINATING COUNCIL, ASIAN PACIFIC DIABETES COALITION, SOUTHERN CALIFORNIA WOMEN'S HEALTH CONFERENCE, AS WELL AS VARIOUS JOINT OPERATING COMMITTEES (COMPRISED OF LEADERS FROM THE HOSPITAL, LOCAL PHYSICIANS ORGANIZATIONS, AND HEALTH PLANS). EVALUATION PLAN: USC ARCADIA HOSPITAL WILL MONITOR AND REPORT: ACTIVITY IN OUR EMERGENCY DEPARTMENT, PERSONS SERVED BY PHYSICIAN REFERRALS, AND RESULTS OF CALIFORNIA HEALTH INTERVIEW SURVEYS FOR SERVICE PLANNING AREA 3 (SAN GABRIEL VALLEY) BENCHMARKED TO HEALTHY PEOPLE 2020 NATIONAL OBJECTIVES FOR: NON-ELDERLY PERSONS WITH HEALTH INSURANCE, USUAL SOURCE OF ONGOING CARE, DELAYS IN GETTING MEDICAL CARE, DELAYS IN GETTING PRESCRIPTION MEDICATIONS, DEATHS DUE TO CORONARY HEART DISEASE AND CIRRHOSIS, SENIORS WHO RECEIVED A FLU SHOT, AND SENIORS WITH HIGH BLOOD PRESSURE. SIGNIFICANT HEALTH NEED: DISEASE PREVENTION AND HEALTH PROMOTION TO ADDRESS THE COMMUNITY NEED FOR SERVICES FOR HEALTH CONDITIONS, USC ARCADIA HOSPITAL WILL CONTINUE TO PROVIDE STRONG DIAGNOSTIC AND TREATMENT SERVICES ADDRESSING HEART DISEASE, STROKE, AND CANCER: USC ARCADIA HOSPITAL'S HIGHLY SPECIALIZED CARDIAC SERVICES INCLUDE: - AVAILABILITY OF A CARDIAC CARE TEAM 24-HOURS A DAY, SEVEN DAYS A WEEK - DEDICATED HANDLING OF STEMI PATIENTS IN THE HOSPITAL'S EMERGENCY DEPARTMENT - SEVERAL CARDIAC CATHETERIZATION LABORATORIES - DEDICATED OPERATING ROOMS FOR OPEN-HEART SURGERY AND VALVE REPLACEMENTS - SPECIALIZED CORONARY CARE UNIT AND CARDIAC PATIENT CARE UNIT - INPATIENT AND OUTPATIENT CARDIAC REHABILITATION PROGRAMS USC ARCADIA HOSPITAL IS A DESIGNATED STROKE RECEIVING CENTER FOR LA COUNTY EMS. USC ARCADIA HOSPITAL ALSO PROVIDES NEURO-INTERVENTIONAL RADIOLOGY SERVICES. USC ARCADIA HOSPITAL OFFERS THE FULL COMPLEMENT OF ONCOLOGY SERVICES, INCLUDING EARLY DETECTION CANCER SCREENINGS, SURGERY, CHEMOTHERAPY, RECONSTRUCTIVE SURGERY, PAIN MANAGEMENT, AND SUPPORT GROUPS. USC ARCADIA HOSPITAL ALSO PROVIDES HOSPITAL AND PHYSICIAN SERVICES AT TWO SPECIALIZED OUTPATIENT CLINICS: GYN ONCOLOGY INSTITUTE AND THE INSTITUTE FOR SURGICAL SPECIALTIES - TO CONTINUE TO EXPAND ACCESS TO OUTSTANDING CLINICAL SERVICES TO RESIENTS AND VISITORS ACROSS OUR SERVICE AREA. TO PROACTIVELY ADDRESS HEALTH CONDITIONS OF IMPORTANCE TO RESIDENTS OF THE SERVICE AREA, USC ARCADIA HOSPITAL WILL PROVIDE ADDITIONAL RESOURCES THROUGH HEALTH EDUCATION AND SCREENING PROGRAMS, AS FOLLOWS: - HEALTH FAIRS AND SCREENINGS: USC ARCADIA HOSPITAL WILL PARTICIPATE IN HEALTH FAIRS ADDRESSING SENIORS AND ADULTS, THE LATINO COMMUNITY, AND THE ASIAN COMMUNITY. - BLOOD PRESSURE TESTING: USC ARCADIA HOSPITAL WILL OFFER BLOOD PRESSURE SCREENINGS ON A MONTHLY BASIS AT SCHEDULED TIMES AT THE ARCADIA COMMUNITY CENTER, MONROVIA COMMUNITY CENTER, AND SIERRA MADRE HART PARK HOUSE; AND CONTINUE TO SPONSOR A HEART CHECK CENTER FREE BLOOD PRESSURE TESTING KIOSK DISPLAY AT THE WESTFIELD SANTA ANITA MALL IN ARCADIA. - DIABETES AND RELATED HEALTH CONDITIONS CLASSES: TO ASSIST THOSE WITH DIABETES AND RELATED HEALTH CONDITIONS, USC ARCADIA HOSPITAL WILL HAVE DIETITIANS ASSIST COMMUNITY MEMBERS WITH EDUCATION AND SUPPORT IN A VARIETY OF MONTHLY PROGRAMS, INCLUDING: BARIATRIC NUTRITION CLASS BARIATRIC SUPPORT GROUP, DIABETES, OBESITY AND WEIGHTLOSS, GESTATIONAL DIABETES, ORTHOPEDIC, WOUND HEALING, AND CANCER, RENAL AND OTHER NUTRITIONAL CONSULTS. - 50+ HEALTH CONNECTION PROGRAM: CONTINUE TO PROVIDE FREE HEALTH EDUCATION, SCREENING, ANNUAL FLU CLINICS, AND PHYSICIAN REFERRALS FOR SENIORS. - HEALTH MINISTRIES PROGRAM: CONTINUE TO ASSIST LOCAL CONGREGATIONS BY PROVIDING GUIDANCE, SUPPORT, AND RESOURCES TO PARISH NURSES AND HEALTH CABINETS. - EXPANDED WEB SITE: CONTINUE TO EXPAND ITS PRESENCE ON THE INTERNET TO INCLUDE A WEBSITE DEDICATED TO PROVIDING HEALTH NEWS, PUBLICATIONS AND INFORMATION, VIDEOS, AND VIRTUAL TOURS FOR PATIENTS, EMPLOYEES (BOTH CURRENT AND FUTURE), PHYSICIANS, VOLUNTEERS, VISITORS AND VENDORS, IN ADDITION TO CONVENIENT SERVICES SUCH AS A FREE PHYSICIAN REFERRAL, ONLINE CLASS REGISTRATION, AND ONLINE BILL PAYMENT. USC ARCADIA HOSPITAL ALSO PUBLISHES NEWS AND INFORMATION ON SOCIAL MEDIA VIA FACEBOOK, INSTAGRAM, X (PREVIOUSLY KNOWN AS TWITTER), WECHAT, YOUTUBE, PINTEREST, LINKEDIN, AND YELP TO INFORM THE COMMUNITY ABOUT HOSPITAL SERVICES AND EVENTS. -USC ARCADIA HOSPITAL ALSO PROVIDES MONTHLY IN-PERSON EDUCATIONAL SEMINARS ON TOPICS OF INTEREST THAT ADDRESS HEALTH NEEDS OF THE LOCAL COMMUNITY. SEMINARS ARE PRESENTED BY PHYSICIAN EXPERTS, WHOSE TOPICS INCLUDE DISEASE MANAGEMENT, HEALTHY EATING, BACK PAIN, HEART HEALTH, AS WELL AS COVID-19 AWARENESS AND SAFE PRACTICES. THESE SEMINARS HELP RAISE AWARENESS ABOUT THE LOCAL AVAILABILITY OF KEY SERVICES. PLANNED COLLABORATIONS: TO SUPPORT DISEASE PREVENTION AND HEALTH PROMOTION ACTIVITIES, USC ARCADIA HOSPITAL WILL WORK CLOSELY WITH CHURCHES; CITIES OF ARCADIA, MONROVIA AND SIERRA MADRE; AMERICAN HEART ASSOCIATION, AMERICAN CANCER SOCIETY, AND WESTFIELD SANTA ANITA MALL. EVALUATION PLAN: USC ARCADIA HOSPITAL WILL MONITOR AND REPORT PARTICIPATION, ATTENDANCE AND PROGRAM EVALUATIONS AT VARIOUS COMMUNITY ACTIVITIES; RESULTS OF CALIFORNIA HEALTH INTERVIEW SURVEYS BENCHMARKED TO HEALTHY PEOPLE 2020 NATIONAL OBJECTIVES FOR: DIAGNOSED WITH HIGH BLOOD PRESSURE, DIAGNOSED WITH DIABETES, HEALTHY WEIGHT AND OBESITY; AND ANALYSIS OF AGE-ADJUSTED DEATH RATES DUE TO CORONARY HEART DISEASE, STROKE, DIABETES-RELATED DEATHS, AND VARIOUS CANCERS. LOS ANGELES COUNTY DID NOT MEET THE OBJECTIVES RELATED TO HOMICIDE AND CHRONIC LIVER DISEASE AND CIRRHOSIS. THE COMMUNITY HEALTH NEEDS ASSESSMENT IDENTIFIED TWO HEALTH NEEDS NOT DIRECTLY ADDRESSED BY THE SERVICES PROVIDED BY THE HOSPITAL. THEY ARE HOMELESSNESS AND FOOD INSECURITY. WHILE THE HOSPITAL DOES NOT HAVE ANY PROGRAMS THAT SEEK TO ALLEVIATE HOMELESSNESS, THE HOSPITAL DOES PROVIDE EMERGENCY AND OTHER URGENT MEDICAL CARE TO HOMELESS INDIVIDUALS. AS PART OF THE MEDICAL SERVICES THE HOSPITAL MAY PROVIDE FOOD, CLOTHING, MEDICINE AND DIRECT NOMINAL CASH ASSISTANCE TO HOMELESS PATIENTS ON DISCHARGE TO ENSURE THEY HAVE ACCESS TO FOLLOW UP CARE OR HAVE TRANSPORTATION TO FAMILY OR FACILITIES THAT CAN PROVIDE TEMPORARY HOUSING. REGARDING FOOD SECURITY, AGAIN THE HOSPITAL HAS NO DIRECT PROGRAMS WHICH ADDRESS THE ISSUE, BUT MAY UPON DISCHARGE PROVIDE FOOD OR NOMINAL CASH ASSISTANCE, IN ADDITION TO REFERRALS TO FOOD BANKS, TO PATIENTS WHO HAVE BEEN IDENTIFIED AT RISK FOR FOOD INSECURITY. THE ISSUE, BUT MAY UPON DISCHARGE PROVIDE FOOD OR NOMINAL CASH ASSISTANCE, IN ADDITION TO REFERRALS TO FOOD BANKS, TO PATIENTS WHO HAVE BEEN IDENTIFIED AT RISK FOR FOOD INSECURITY. SCHEDULE H, PART V, SECTION B, LINES 16A, 16B, & 16C THE FAP, FAP APPLICATION AND PLAIN LANGUAGE SUMMARY OF THE FAP ARE AVAILABLE AT: HTTPS://WWW.USCARCADIAHOSPITAL.ORG/FOR-PATIENTS-VISITORS-VENDORS/FINANCIAL -ASSISTANCE-FOR-PATIENTS/ SCHEDULE H, PART I, LINE 3C THE DISCOUNT AMOUNT IS BASED ON FAMILY INCOME COMPARED TO THE FEDERAL POVERTY LEVEL ("FPL") FOR THE CURRENT YEAR. PATIENTS WITH FAMILY INCOME UNDER 200% FPL WILL BE ELIGIBLE FOR FREE CARE FOR THE DATES OF SERVICES FOR WHICH AN APPLICATION IS COMPLETED. UNINSURED OR UNDER-INSURED PATIENTS WITH FAMILY INCOME BETWEEN 201% AND 400% FPL WILL BE ELIGIBLE FOR CARE AT A SLIDING SCALE DISCOUNT. UNINSURED PATIENTS WHOSE FAMILY INCOME EXCEEDS 400% OF THE FPL WILL RECEIVE THE COMPACT DISCOUNTED RATE. IF IT IS DETERMINED THAT THE FAMILY INCOME IS ABOVE 400% OF THE FPL, THE HOSPITALS MAY STILL CONSIDER THE PATIENT ELIGIBLE FOR FINANCIAL ASSISTANCE AND REQUIRE THE FOLLOWING INFORMATION BE PROVIDED: INDIVIDUAL OR FAMILY NET WORTH, INCLUDING ASSETS, BOTH LIQUID AND NON-LIQUID, LIABILITIES AND CLAIMS AGAINST ASSETS; EMPLOYMENT STATUS WILL BE CONSIDERED IN THE CONTEXT OF WHETHER THE LIKELIHOOD OF FUTURE EARNINGS WILL BE SUFFICIENT TO MEET THE COST OF PAYING FOR HEALTHCARE SERVICES WITHIN A REASONABLE PERIOD OF TIME; UNUSUAL EXPENSES OR LIABILITIES; AND ADDITIONAL INFORMATION AS REQUIRED FOR SPECIAL CIRCUMSTANCES. SCHEDULE H, PART I, LINE 7 COST OF CHARITY IS ON THE HOSPITAL'S COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS. OTHER BENEFITS - BASED ON ACTUAL COSTS PROVIDED BY VARIOUS DEPARTMENTS OF THE ORGANIZATION AND COLLECTED/VALIDATED BY THE COMMUNITY OUTREACH DEPARTMENT. SCHEDULE H, PART I, LINE 7G NONE OF THE COSTS ARE ATTRIBUTABLE TO PHYSICIAN CLINICS. SCHEDULE H, PART II 2024 COMMUNITY BUILDING ACTIVITIES IN 2024 USC ARCADIA HOSPITAL PROVIDED A VARIETY OF PROGRAMS AND SERVICES IN SUPPORT OF THE COMMUNITY. SOME OF THE SERVICES PROVIDED WERE: - IN RECOGNITION OF THE IMPORTANCE OF CONVENIENT AND ACCESSIBLE BLOOD PRESSURE TESTING, USC ARCADIA HOSPITAL NURSES OFFER BLOOD PRESSURE SCREENINGS ON A MONTHLY BASIS AT SCHEDULED TIMES AT THE ARCADIA COMMUNITY CENTER AND MONROVIA COMMUNITY CENTER (306 ADULTS SERVED WITH BLOOD PRESSURE SCREENINGS AT THESE LOCATIONS DURING FISCAL YEAR 2024). ADULTS WITH ASYMPTOMATIC ABNORMAL RESULTS ARE ADVISED REGARDING THE IMPORTANCE OF A HEALTHY DIET, DAILY EXERCISE, AND MONITORING BLOOD PRESSURE AT HOME; THOSE WITH SYMPTOMS SUCH AS HEADACHES AND DIZZINESS ARE ADVISED TO CONSULT THEIR PHYSICIANS. - IN FISCAL YEAR 2024, USC ARCADIA HOSPITAL CONTINUED TO SPONSOR A HEART CHECK CENTER KIOSK AT THE SHOPS AT SANTA ANITA IN ARCADIA, PROVIDING FREE BLOOD PRESSURE AND BODY MASS INDEX (BMI) TESTING, AS WELL AS FREE HEALTH INFORMATION. DURING FISCAL YEAR 2024, MALL VISITORS ACCESSED THE KIOSK FOR APPROXIMATELY 21,000 BLOOD PRESSURE SCREENINGS AND 1,600 BMI SCREENINGS. THE KIOSK ALSO ALLOWS PARTICIPANTS TO CONFIDENTIALLY EMAIL THEIR PERSONAL RESULTS AND ACCESS ASSISTANCE IN FINDING A PHYSICIAN. - STROKE AND BRAIN INJURY SUPPORT GROUP - OPEN TO ANY STROKE OR BRAIN INJURY SURVIVOR, FAMILY, OR CARE PARTNER IN THE COMMUNITY - MET ON THE SECOND WEDNESDAY OF THE MONTH FOR SEVEN MONTHS OF THE YEAR, FROM 2 PM TO 3 PM. LEAD BY THE STROKE NURSE NAVIGATOR AND CLINICAL SOCIAL WORKER, THE GROUP OFFERED VALUABLE GUIDANCE AND SUPPORT, IN ADDITION TO GUEST SPEAKERS TAILORED TO PATIENT NEEDS AND FEEDBACK. - IN ADDITION, STAFF AT USC ARCADIA HOSPITAL PROVIDED INFORMATIONAL LECTURES, NUTRITIONAL CONSULTATIONS AND/OR HEALTH SCREENINGS AT COMMUNITY EVENTS THROUGHOUT THE YEAR, INCLUDING: - JULY 7, 2023: HOSPITAL AFFILIATION WITH KECK MEDICINE OF USC - INFORMATION AND Q&A (25 PERSONS ATTENDED) - AUGUST 4: OPTUM GRAND RE-OPENING AT SANTA ANITA RACETRACK (100 PERSONS ATTENDED) - AUGUST 8: FOOTHILL UNITY BACK TO SCHOOL EVENT AT SANTA ANITA RACETRACK (2,000 PERSONS ATTENDED) - SEPTEMBER 1: ARCADIA SENIOR HEALTH AND INFORMATION FAIR WITH LUNCH AND LEARN LECTURE ON "TIPS FOR KEEPING YOUR LUNGS HEALTHY" AT ARCADIA COMMUNITY CENTER (300 PERSONS ATTENDED) - SEPTEMBER 30: CITY OF ARCADIA MOON FESTIVAL AT ARCADIA CITY HALL LAWN (500 PERSONS ATTENDED) - OCTOBER 21: WORLD JUNIOR SENIOR WELLNESS FAIR WITH A HEALTH TALK ON "EATING WELL AND AGING WELL" (650 PERSONS ATTENDED) - NOVEMBER 5: ANNUAL HEALTH FAIR WITH BUDDHA'S LIGHT INTERNATIONAL ASSOCIATION AT USC ARCADIA HOSPITAL (500 PERSONS ATTENDED) - NOVEMBER 11: HAPPY 50+ COMMUNITY HEALTH FAIR AND COMMUNITY LECTURE - IN MANDARIN - ON "COLON CANCER SCREENING AND RISK FACTORS" AT ROSEMEAD COMMUNITY CENTER (400 PERSONS ATTENDED) - DECEMBER 20: FOOTHILL UNITY HOLIDAY DISTRIBUTION AT LOS ANGELES ARBORETUM (1,300 PERSONS ATTENDED) - JANUARY 13 AND JANUARY 14, 2024: ASIAN AMERICAN EXPO AT POMONA FAIRPLEX (38,000 PERSONS ATTENDED) - JANUARY 17: COMMUNITY LECTURE ON "STAYING ACTIVE BY KEEPING YOUR JOINTS HEALTHY" AT SANTA ANITA FAMILY YMCA (50 PERSONS ATTENDED) - JANUARY 24: CITY OF ARCADIA COMMUNITY LECTURE ON "CONCUSSIONS AND BRAIN INJURIES" AT ARCADIA PUBLIC LIBRARY (115 PERSONS ATTENDED) - FEBRUARY 1: MONROVIA CITY HEALTH FAIR AND ASK THE DIETITIAN AT MONROVIA COMMUNITY CENTER (70 PERSONS ATTENDED) - FEBRUARY 28: CITY OF ARCADIA COMMUNITY LECTURE ON "HEART DISEASE" AT ARCADIA CITY MUSEUM EDUCATION CENTER (65 PERSONS ATTENDED) - MARCH 21: ARCADIA CHAMBER OF COMMERCE BREAKFAST AT USC ARCADIA HOSPITAL (65 PERSONS ATTENDED) - MARCH 27: CITY OF ARCADIA COMMUNITY LECTURE ON "HEADACHES AND MIGRAINES" AT ARCADIA PUBLIC LIBRARY (15 PERSONS ATTENDED) - APRIL 6: SANTA ANITA DERBY DAY 5K AT SANTA ANITA RACETRACK (6,000 PERSONS ATTENDED) - APRIL 9: "CEO'S HOSPITAL OUTLOOK AND FUTURE PLANS AND UPCOMING COMMUNITY EVENTS" AT CHURCH OF THE GOOD SHEPHERD IN ARCADIA (50 PERSONS ATTENDED) - APRIL 18: SAN GABRIEL VALLEY HEALTH CONSORTIUM HEALTH SUMMIT AT SCE EDUCATION CENTER IN IRWINDALE (100 PERSONS ATTENDED) - APRIL 24: ARCADIA CITY-WIDE HEALTH EDUCATION SERIES ON "TREATING DEVELOPMENTAL DELAYS AND PEDIATRIC DISABILITIES" AT ARCADIA MUSEUM EDUCATION CENTER (20 PERSONS ATTENDED) - APRIL 26: SOUTHERN CALIFORNIA WOMEN'S CONFERENCE AND HEALTH TALK ON "SLEEP DISORDERS" AT WESTIN PASADENA (1,000 PERSONS ATTENDED) - MAY 4: ARCADIA FIREFIGHTERS PANCAKE BREAKFAST AT CITY OF ARCADIA FIRE STATION 106 (4,000 PERSONS ATTENDED) - MAY 18: FOOTHILL UNITY ANNUAL HEALTH AND RESOURCE FAIR AT FOOTHILL UNITY CENTER IN MONROVIA (200 PERSONS ATTENDED) - MAY 22: ARCADIA CITY-WIDE HEALTH EDUCATION SERIES ON "ADOLESCENT MENTAL HEALTH" AT ARCADIA PUBLIC LIBRARY (20 PERSONS ATTENDED) - MAY 25: MOUNT WILSON TRAIL RACE 2024 AT KERSTING COURT IN SIERRA MADRE (600 PERSONS ATTENDED) - JUNE 15: KENSINGTON COMMUNITY SYMPOSIUM ON AGING AT SIERRA MADRE MEMORIAL PARK (300 PERSONS ATTENDED) - JUNE 22: OPTUM PATIENT APPRECIATION DAY AT COVINA MAIN OFFICE (100 PERSONS ATTENDED) - JUNE 26: ARCADIA CITY-WIDE HEALTH EDUCATION SERIES ON "TREATING AN ENLARGED PROSTATE" AT ARCADIA PUBLIC LIBRARY (15 PERSONS ATTENDED) SCHEDULE H, PART III, LINE 2, 3 AND 4 USC ARCADIA HOSPITAL ADOPTED THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS UPDATE 2014-09 TOPIC 606 (ASU 606) EFFECTIVE JANUARY 1, 2019. ASU 606 AND THE HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION (HFMA) DIFFERENTIATE BAD DEBT FROM IMPLICIT PRICE CONCESSIONS. ACCORDINGLY, USC ARCADIA HOSPITAL NO LONGER SEPARATELY PRESENTS A PROVISION FOR BAD DEBTS ON THE STATEMENT OF OPERATIONS OR THE RELATED ALLOWANCE FOR BAD DEBTS ON THE BALANCE SHEET. THE ORGANIZATION ESTIMATES BAD DEBT EXPENSE BASED ON AN ACCOUNTS RECEIVABLE AGING METHOD. SCHEDULE H, PART III, LINE 8 THE EXTENT TO WHICH ANY MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT: MEDICARE SHORTFALLS SHOULD BE REPORTED AS A COMMUNITY BENEFIT BECAUSE THE COST OF PROVIDING HEALTHCARE TO THE PATIENTS EXCEEDS THE REIMBURSEMENT. IN SUMMARY, THE HEALTHCARE SERVICES ARE PROVIDED OR RENDERED AT A LOSS. THE METHODOLOGY FOR CALCULATING THE LOSS IS BASED ON THE AS FILED MEDICARE COST REPORT. COSTING METHODOLOGY USED: MEDICARE COST IS CALCULATED USING THE COST-TO-CHARGE RATIO. SCHEDULE H, PART III, LINE 9B CHARITY CARE PROVISION: IF A PATIENT IS DEEMED TO QUALIFY FOR 100% FINANCIAL ASSISTANCE THE PATIENT LIABILITY IS WRITTEN OFF ENTIRELY AND THERE ARE NO FURTHER COLLECTION ACTIVITIES. HOWEVER, IF A PATIENT IS QUALIFIED FOR A PARTIAL FINANCIAL ASSISTANCE WRITE OFF (INCOME FALLS BETWEEN 201% AND 400% OF THE FEDERAL POVERTY GUIDELINES) THE AMOUNT APPROVED FOR FINANCIAL ASSISTANCE IS WRITTEN OFF BASED ON A TIER SCALE AND WRITTEN OFF AS A PARTIAL ASSISTANCE APPROVAL. THIS LEAVES THE PATIENT A SMALL PERCENTAGE AS PATIENT LIABILITY. UNINSURED PATIENTS ARE ENCOURAGED TO APPLY FOR USC ARCADIA HOSPITAL'S FINANCIAL ASSISTANCE PROGRAM (UNCOMPENSATED CARE). PATIENTS WHO DO NOT QUALIFY FOR FINANCIAL ASSISTANCE WILL BE REPORTED TO CREDIT AGENCIES, IN ACCORDANCE WITH THE USC ARCADIA HOSPITAL'S BAD DEBT POLICY. ACCOUNTS WILL NOT BE APPROVED FOR LEGAL ACTION (BEYOND REPORTING TO CREDIT AGENCIES) UNTIL THE AGENCY SCREENS THE PATIENT FOR UNDERCOMPENSATED CARE. ONLY THOSE PATIENTS WHOSE INCOME EXCEEDS 200% OF FEDERAL POVERTY GUIDELINES WILL BE APPROVED FOR LEGAL ACTION. USC ARCADIA HOSPITAL WILL NOT GARNISH WAGES. SCHEDULE H, PART VI, LINE 2 IN PREPARING THE COMMUNITY HEALTH NEEDS ASSESSMENT, USC ARCADIA HOSPITAL COMBINED QUANTITATIVE DATA ABOUT SERVICE AREA DEMOGRAPHICS, AVAILABILITY OF HEALTH INSURANCE, HEALTH ACCESS TO AND UTILIZATION OF KEY SERVICES, HEALTH STATUS, AND HEALTH BEHAVIORS WITH QUALITATIVE DATA ON OPINIONS OF IMPORTANT HEALTH ISSUES IN THE COMMUNITY. THE FOLLOWING CRITERIA WERE USED TO IDENTIFY AND PRIORITIZE SIGNIFICANT HEALTH NEEDS IN THE COMMUNITY: - HEALTHY PEOPLE 2020 METRICS - FOCI OF HEALTHY PEOPLE 2030 - NUMBER OF PERSONS AFFECTED - IDENTIFICATION AND/OR VALIDATION AS AN IMPORTANT HEALTH ISSUE IN THE COMMUNITY CONSULTATIONS - IDENTIFIED BY COMMUNITY ORGANIZATIONS AS AN OPPORTUNITY TO WORK COLLABORATIVELY TO ADDRESS HEALTH ISSUE. SCHEDULE H, PART VI, LINE 3 USC ARCADIA HOSPITAL INFORMS MEDICAL STAFF AND EMPLOYEES OF AVAILABLE LOW AND NO-COST RESOURCES. THIS INFORMATION IS DISTRIBUTED THROUGH COMMUNITY OUTREACH RESOURCE TABLES AT EMPLOYEE FAIRS, INTERNAL BULLETINS, AND MANAGEMENT MEETINGS. THE HOSPITAL ALSO PROVIDES MEDICARE COUNSELING TO STAFF AND EMPLOYEES. USC ARCADIA HOSPITAL DISTRIBUTES ITS FINANCIAL ASSISTANCE POLICY AND RELEVANT CONTACT INFORMATION TO PATIENTS UPON THEIR ADMITTANCE TO THE HOSPITAL. USC ARCADIA HOSPITAL POSTS ITS FINANCIAL ASSISTANCE POLICY IN THE EMERGENCY AND ADMITTING DEPARTMENTS. THIS INFORMATION IS ALSO PROVIDED TO PATIENTS UPON DISCHARGE AND IS PROVIDED AMONG THE BILLING DOCUMENTS. SCHEDULE H, PART VI, LINE 4 THE SERVICE AREA POPULATION (2022) IS ESTIMATED AT 763,737 PERSONS. THE POPULATION IN THE SERVICE AREA IS FORECAST TO INCREASE 0.4 PERCENT IN THE NEXT FIVE YEARS, TO 766,589 PERSONS. GROWTH PROJECTIONS FOR HOUSEHOLDS AND FAMILIES ARE ESTIMATED TO INCREASE 0.6 PERCENT AND 0.5 PERCENT. THE FOLLOWING TABLE SUMMARIZES THE SERVICE AREA POPULATION, HOUSEHOLDS, AND FAMILIES. THE 2022 DEMOGRAPHIC DISTRIBUTION IS AS FOLLOWS: - AGE GROUP: -0 TO 4 YEARS - 5.3% -5 TO 9 YEARS - 5.7% -10 TO 14 YEARS - 5.8% -15 TO 17 YEARS - 3.6% -18 TO 20 YEARS - 3.6% -21 TO 24 YEARS - 4.9% -25 TO 34 YEARS - 14.8% -35 TO 44 YEARS - 13.3% -45 TO 54 YEARS - 13.0% -55 TO 64 YEARS - 13.0% -65 TO 74 YEARS - 9.7% -75 TO 84 YEARS - 5.0% -85 YEARS AND OLDER - 2.3% - RACE/ETHNICITY - WHITE - 16.9% - BLACK - 2.8% - AMERICAN INDIAN/ALASKAN NATIVE - 0.1% - ASIAN - 33.3% - NATIVE HAWAIIAN OR PACIFIC ISLANDER - 0.1% - HISPANIC - 44.9% - SOME OTHER RACE - 0.2% - TWO OR MORE RACES - 1.8% - LANGUAGE SPOKEN AT HOME: - ENGLISH ONLY - 35.0% - SPANISH - 33.7% - ASIAN OR PACIFIC ISLAND LANGUAGE - 28.1% - EUROPEAN LANGUAGE - 2.5% - OTHER LANGUAGE - 0.6% - SERVICE AREA AVERAGE HOUSEHOLD INCOME - $117,329 - SERVICE AREA PERCENTAGE BELOW FEDERAL POVERTY LEVEL - 8.9% VS LOS ANGELES COUNTY AVERAGE OF 10.4% SCHEDULE H, PART VI, LINE 5 USC ARCADIA HOSPITAL'S BOARD OF DIRECTORS CONSISTS ALMOST ENTIRELY OF MEMBERS WHO RESIDE IN ITS SERVICE AREA. THE BOARD IS DEDICATED TO MEETING THE UNIQUE HEALTH NEEDS AND DEMANDS IN ITS COMMUNITY. ADDITIONALLY, THE HOSPITAL MAINTAINS AN OPEN MEDICAL STAFF WHICH ENCOURAGES PHYSICIAN COVERAGE FOR NEEDED SERVICES. TO PROACTIVELY ADDRESS HEALTH CONDITIONS OF THE SERVICE AREA, USC ARCADIA HOSPITAL PROVIDED ADDITIONAL RESOURCES THROUGH HEALTH EDUCATION AND SCREENING PROGRAMS FOR ADULTS. FOR 2024, THE HOSPITAL PROVIDED: - SPONSORED A HEART CHECK CENTER KIOSK AT THE SHOPS AT SANTA ANITA IN ARCADIA, PROVIDING FREE BLOOD PRESSURE AND BODY MASS INDEX (BMI) TESTING, AS WELL AS FREE HEALTH INFORMATION. - TO ASSIST THOSE WITH DIABETES AND RELATED HEALTH CONDITIONS, USC ARCADIA HOSPITAL OFFERED A NUMBER OF SPECIALIZED CLASSES IN FISCAL YEAR 2024. DIETITIANS ASSISTED COMMUNITY MEMBERS WITH EDUCATION AND SUPPORT IN A VARIETY OF MONTHLY PROGRAMS, INCLUDING: BARIATRIC NUTRITION, BARIATRIC SUPPORT GROUP, DIABETES, OBESITY AND WEIGHT LOSS, GESTATIONAL DIABETES, WOUND HEALING, AND CANCER, RENAL AND OTHER NUTRITIONAL CONSULTS. - TO MEET THE NEEDS OF ACTIVE, OLDER ADULTS, USC ARCADIA HOSPITAL OFFERS OUR "50+ HEALTH CONNECTION" PROGRAM. THIS PROGRAM MEMBERS TO PARTICIPATE IN FREE HEALTH EDUCATION, SCREENINGS, ANNUAL FLU CLINICS, AND PHYSICIAN REFERRALS. IN FISCAL YEAR 2024, USC ARCADIA HOSPITAL AND ARCADIA RECREATION AND COMMUNITY SERVICES HOSTED SIX HYBRID (BOTH IN-PERSON AND VIRTUAL) HEALTH TALKS BY PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS ADDRESSING THE FOLLOWING TOPICS: - OCTOBER 24, 2023: HEALTHY COOKING WITH WINE (107 PERSONS ATTENDED) - JANUARY 16, 2024: HEAD AND NECK AILMENTS (50 PERSONS ATTENDED) - FEBRUARY 2: IRREGULAR HEARTBEAT (61 PERSONS ATTENDED) - MARCH 26: UROLOGICAL AILMENTS IN MEN (55 PERSONS ATTENDED) - APRIL 16: GASTRIC REFLUX DISEASE (45 PERSONS ATTENDED) - MAY 21: DIAGNOSIS AND TREATMENT OF ALZHEIMER'S DISEASE (65 PERSONS ATTENDED) - JUNE 18: COPD AND SMOKING CESSATION (39 PERSONS ATTENDED) SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT THE HOSPITAL FILES A COMMUNITY BENEFIT REPORT IN CALIFORNIA. true SCHOLARSHIPS 7 8232 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING GRANTS: USC ARCADIA HOSPITAL PROVIDES FINANCIAL ASSISTANCE TO FUND THE EDUCATIONAL NEEDS OF HOSPITAL STAFF BASED ON BOTH MERIT AND NEEDS-BASED CRITERIA. REQUIREMENTS ARE PUBLISHED IN ADVANCE AND CANDIDATES ARE REQUIRED TO SUBMIT AN APPLICATION AND SUPPORTING DOCUMENTS DEMONSTRATING THAT THEY MEET THE REQUIREMENTS. FINALLY, BEFORE FUNDS ARE DISBURSED TO THE CANDIDATES THEY MUST SUBMIT DOCUMENTS PROVING THAT THEY ARE PARTICIPATING IN THE COURSE OR COURSES FOR WHICH THEY ARE RECEIVING THE SCHOLARSHIP. X true true X X X X true true false false false false false true false DAN F AUSMAN FORMER PRESIDENT/CEO 351821 0 1552850 0 620702 0 0 0 15564 0 2540937 0 0 0 ROD HANNERS DIRECTOR 0 1287277 0 771374 0 229508 0 33000 0 26481 0 2347640 0 0 STEVE SISTO SR. VP/COO (UNTIL 8/29/23) 326102 0 763172 0 7112 0 4308 0 9961 0 1110655 0 0 0 IKENNA MMEJE DIRECTOR/PRESIDENT/CEO 0 535934 0 58333 0 554 0 0 0 23546 0 618367 0 0 WILLIAM GRIGG CFO/ASST TREASURER OF FDN 472711 0 58387 0 5544 0 9900 0 14942 0 561484 0 0 0 BALA S CHANDRASEKHAR MD CHIEF MEDICAL OFFICER 451746 0 55780 0 6174 0 9900 0 14942 0 538542 0 0 0 CLIFFORD DANIELS CHIEF STRATEGY OFFICER 403175 0 50000 0 10668 0 10058 0 17960 0 491861 0 0 0 CATHERINE TONECK CHIEF RISK & COMPLIANCE OFFICE 284908 0 35712 0 26638 0 8070 0 7605 0 362933 0 0 0 DEBORAH L MCCOY CNO (UNTIL 10/09/23) 258780 0 37878 0 31216 0 7254 0 6654 0 341782 0 0 0 ROBERT SHAPPLEY COO (AS OF 6/12/23) 0 182965 0 6000 0 388 0 0 0 14285 0 203638 0 0 JOHN PEEPLES VP/HUMAN RESOURCES 278890 0 143701 0 21583 0 10294 0 438 0 454906 0 0 0 COLLEEN WILCOXEN INTERIM VP-CNO(AS OF 10/10/23) 266564 0 13262 0 7239 0 0 0 1162 0 288227 0 0 0 CORAZON MURPHY STAFF REGISTERED NURSE 304365 0 0 0 354 0 9510 0 7605 0 321834 0 0 0 SCHEDULE J, PART I, LINE 1A USC ARCADIA HOSPITAL PAID COUNTRY CLUB DUES ON BEHALF OF ONE OFFICER, PRESIDENT/CEO. HOWEVER, NONE OF THE DUES IS INCLUDED IN HIS TAXABLE INCOME AS IT WAS STRICTLY FOR BUSINESS USE ONLY. SCHEDULE J, PART 1, LINE 4A DANIEL AUSMAN, IN CONNECTION WITH HIS SEPARATION FROM USC ARCADIA HOSPITAL, WAS ENTITLED TO A TOTAL OF $610,923 DURING CALENDAR YEAR 2023. THIS PAYMENT IS INCLUDED IN HIS SCHEDULE J, PART II, COLUMN (B)(III). SCHEDULE J, PART I, LINE 4B USC ARCADIA HOSPITAL (USCAH) HAS A FUNDED NONCONTRIBUTORY DEFINED SPLIT-DOLLAR LIFE INSURANCE ARRANGEMENTS FOR CERTAIN EXECUTIVE OFFICERS. LIFE INSURANCE PREMIUM PAYMENTS ARE PAID ON BEHALF OF EACH PARTICIPANT AND ARE SCHEDULED TO BE REPAID TO USCAH FROM THE DEATH BENEFIT ASSOCIATED WITH EACH LIFE INSURANCE CONTRACT. USCAH MAY RECEIVE PROCEEDS FROM THE DEATH BENEFIT IN EXCESS OF THE LOAN AMOUNTS. THE PREMIUM LOANS ARE SECURED THROUGH COLLATERAL AGREEMENTS ON THE CASH VALUE AND DEATH BENEFIT FOR EACH INSURANCE CONTRACT. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THIS PLAN: - DAN AUSMAN - CLIFFORD DANIELS - WILLIAM GRIGG - STEVE SISTO - BALA CHANDRASEKHAR MD NO INDIVIDUALS RECEIVED PAYMENTS FROM THE PLAN DURING THE YEAR. ROD HANNERS: DURING CALENDAR YEAR 2023, CEO OF KECK MEDICINE OF USC, PARTICIPATED IN A RETENTION PROGRAM. THE RETENTION AWARD WAS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. A PAYMENT OF $250,000 VESTED ON DECEMBER 31, 2022 AND WAS PAID IN JANUARY 2023. THE PAYMENT AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II). SCHEDULE J, PART I, LINE 7 CERTAIN EXECUTIVE TEAM MEMBERS ARE ELIGIBLE TO RECEIVE PERFORMANCE BASED AWARDS WHEN CERTAIN METRIC BASED GOALS ARE MET. GOALS ARE RELATED TO PATIENT SATISFACTION, PATIENT SAFETY, QUALITY OF CARE, AND FINANCIAL PERFORMANCE. SCHEDULE J, PART II PART II DURING 2023, TWO DIRECTORS REPORTED ON SCHEDULE J, PART II WERE PAID BY THE UNIVERSITY OF SOUTHERN CALIFORNIA ("USC"), A RELATED ORGANIZATION. ONE DIRECTOR IS A FULL-TIME EMPLOYEE OF THE USC ADMINISTRATION AND ONE DIRECTOR RECEIVED FACULTY PAY; THEY WERE NOT COMPENSATED FOR THEIR ROLES AS DIRECTORS OF USC ARCADIA HOSPITAL. A CA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 13081KAX8 2018-12-11 251770000 SEE PART VI false false false A 0 4945000 266422428 0 0 263719202 2352213 0 0 0 0 351013 2011 true false true true A false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true A false false false true false false 0 false 0 false true A true Schedule K, Part I, Line A, Column (F) THE PROCEEDS OF THE SERIES 2018 BONDS REFINANCED A 2009 PROJECT, WHICH ADDRESSED THE HOSPITAL'S OBLIGATION TO MEET THE CALIFORNIA SEISMIC SAFETY ACT'S REQUIREMENT, BY REPAYING IN FULL A 2015 TAXABLE LOAN. THE 2015 LOAN DEFEASED THE SERIES 2009 FHA INSURED MORTGAGE REVENUE BONDS WHICH FINANCED THE 2009 PROJECT. Schedule K, Part II, Line 3 DIFFERENCE BETWEEN ISSUE PRICE AND TOTAL PROCEEDS TOTAL PROCEEDS OF ISSUE DIFFERS FROM THE ISSUE PRICE REPORTED IN PART I (BOND ISSUES), COLUMN (E) DUE TO THE PREMIUM OF THE BOND. SCHEDULE K, PART IV, LINE 2(C) THE DATE THE REBATE CALCULATION WAS PERFORMED WAS ON APRIL 2, 2024. DAN AUSMAN FORMER PRESIDENT/CEO SPLIT $ LIFE INS X 6202014 6634366 false true true DAN AUSMAN FORMER PRESIDENT/CEO SPLIT $ LIFE INS X 6038994 6448858 false true true WILLIAM GRIGG ASSISTANT TREASURER/CFO SPLIT $ LIFE INS X 2350800 2518727 false true true WILLIAM GRIGG ASSISTANT TREASURER/CFO SPLIT $ LIFE INS X 2269894 2425885 false true true STEVEN SISTO SR. VICE PRESIDENT/COO SPLIT $ LIFE INS X 2613289 2811276 false true true STEVEN SISTO SR. VICE PRESIDENT/COO SPLIT $ LIFE INS X 2566022 2754339 false true true BALA CHANDRASEKHAR MD CHIEF MEDICAL OFFICER SPLIT $ LIFE INS X 1972100 2108845 false true true BALA CHANDRASEKHAR MD CHIEF MEDICAL OFFICER SPLIT $ LIFE INS X 1897834 2024176 false true true BALA CHANDRASEKHAR MD CHIEF MEDICAL OFFICER SPLIT $ LIFE INS X 700000 738205 false true true 28464677 SCHEDULE L, PART II USC ARCADIA HOSPITAL HAS A FUNDED NONCONTRIBUTORY DEFINED SPLIT-DOLLAR LIFE INSURANCE ARRANGEMENTS FOR CERTAIN EXECUTIVE OFFICERS. LIFE INSURANCE PREMIUM PAYMENTS ARE PAID ON BEHALF OF EACH PARTICIPANT AND ARE SCHEDULED TO BE REPAID TO USC ARCADIA HOSPITAL FROM THE DEATH BENEFIT ASSOCIATED WITH EACH LIFE INSURANCE CONTRACT. USC ARCADIA HOSPITAL MAY RECEIVE PROCEEDS FROM THE DEATH BENEFIT IN EXCESS OF THE LOAN AMOUNTS. THE PREMIUM LOANS ARE SECURED THROUGH COLLATERAL AGREEMENTS ON THE CASH VALUE AND DEATH BENEFIT FOR EACH INSURANCE CONTRACT. FORM 990, PART I, LINE 6 NUMBER OF VOLUNTEERS AND HOURS THE NUMBER OF VOLUNTEERS AND HOURS SERVED IS DETERMINED THROUGH AN ACTUAL UNDUPLICATED COUNT OF VOLUNTEERS. HOURS OF SERVICE ARE LOGGED AS VOLUNTEERS CLOCK IN AND OUT FOR VARIOUS ASSIGNMENTS. VOLUNTEERS SERVE IN SUPPORTIVE ROLES TO ENHANCE THE PATIENT EXPERIENCE. VOLUNTEERS PROVIDE NON-MEDICAL SERVICES AND INFORMATION TO PATIENTS AND FAMILIES; ASSIST WITH WAY FINDING AND ERRANDS/ESCORT; PROVIDE HOSPITALITY SERVICES TO WAITING AREAS AND PATIENT AND FAMILY VISITORS; AND ASSIST IN CLINICAL AREAS BY SUPPORTING THE SERVICES OF THE DEPARTMENT SUCH AS ASSEMBLY OF EDUCATIONAL PACKETS FOR PATIENTS. ADMINISTRATIVE VOLUNTEERS MAY SERVE IN DEPARTMENTS ASSISTING OFFICE STAFF WITH FILING AND ERRANDS. VOLUNTEERS ALSO SERVE OUTSIDE THE HOSPITAL ENVIRONMENT PRODUCING BABY BLANKETS, HATS, CANCER RESOURCE CENTER GIFTS AND VARIOUS GIFTS FOR PATIENTS AND THEIR FAMILIES. FORM 990, PART VI, LINE 6 MEMBERS OR STOCKHOLDERS OF THE ORGANIZATION USC HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION THROUGH A MEMBER SUBSTITUTION AGREEMENT, EFFECTIVE JULY 1, 2022. FORM 990, PART VI, LINE 7A THE MEMBERS OF THE CORPORATION ELECT THE DIRECTORS OF THE BOARD. FORM 990, PART VI, LINE 11 PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW THE FORM 990 THE FORM 990 IS PROVIDED TO AND REVIEWED WITH BOARD MEMBERS IN ADVANCE OF ITS FILING WITH ADEQUATE TIME TO MAKE AND ANSWER INQUIRIES. FORM 990, PART VI, LINE 12C AS A RELATED ORGANIZATION OF THE USC HEALTH SYSTEM, THE ORGANIZATION FOLLOWS THE HEALTH SYSTEM'S POLICIES INCLUDING THE CONFLICT-OF-INTEREST POLICY. THE CONFLICT-OF-INTEREST POLICY COVERS ALL INTERESTED PERSONS, EMPLOYEES, AND THEIR CLOSE RELATIONS. INTERESTED PERSONS WILL CONTINUE TO BE SUBJECT TO THE POLICY FOR FIVE YEARS AFTER CEASING TO BE AN INTERESTED PERSON. AN "INTERESTED PERSON" MEANS ANY DIRECTOR, MEMBER OF ANY COMMITTEE APPOINTED BY THE BOARD (WHETHER OR NOT SUCH PERSON IS A DIRECTOR), PRINCIPAL OFFICER, OR KEY EMPLOYEE WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IN A CONTEMPLATED TRANSACTION OR ARRANGEMENT. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AN INTERESTED PERSON MUST FULLY DISCLOSE THE EXISTENCE OF AND ALL MATERIAL FACTS RELATED TO THE FINANCIAL INTEREST THAT GIVES RISE TO THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE MADE TO THE CHAIR OF THE BOARD, THE CHAIR OF THE EXECUTIVE COMMITTEE, OR THE CHAIR OF SUCH OTHER COMMITTEE OF THE BOARD AS IS AUTHORIZED TO REVIEW SUCH TRANSACTION OR ARRANGEMENT REFERRED TO AS AN "APPROPRIATE COMMITTEE". IF A DIRECTOR, COMMITTEE MEMBER, PRINCIPAL OFFICER, OR KEY EMPLOYEE BECOMES AWARE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST RELATED TO ANOTHER DIRECTOR, COMMITTEE MEMBER, PRINCIPAL OFFICER, OR KEY EMPLOYEE, SUCH PERSON SHALL PROMPTLY BRING IT TO THE ATTENTION OF THE CHAIR OF THE BOARD, THE CHAIR OF THE EXECUTIVE COMMITTEE, OR THE CHAIR OF AN APPROPRIATE COMMITTEE. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL BE EXCUSED FROM THE MEETING OF THE BOARD OR APPROPRIATE COMMITTEE DURING THE DISCUSSION OF THE FINANCIAL INTEREST AND THE VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS, WHICH SHALL BE DETERMINED BY A MAJORITY OF A DISINTERESTED QUORUM. THE REMAINING BOARD OR COMMITTEE MEMBERS (OR THE SOLE MEMBER IF THERE ARE NO DISINTERESTED DIRECTORS) SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE REMAINING BOARD OR COMMITTEE MEMBERS DETERMINE THAT THE FINANCIAL INTEREST OF AN INTERESTED PERSON DOES NOT CONSTITUTE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE REVIEW PROCESS IS COMPLETE. IF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST HAS BEEN FOUND, THE BOARD OR COMMITTEE SHALL PROCEED AS FOLLOWS: THE INTERESTED PERSON SHALL BE EXCUSED FROM THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT, PROVIDED THAT THE INTERESTED PERSON MAY WITH THE PERMISSION OR AT THE REQUEST OF THE PRESIDING OFFICER ADDRESS THE MEETING WITH RESPECT TO THE TRANSACTION OR ARRANGEMENT BEFORE LEAVING THE MEETING. THE BODY THAT CONSIDERS THE PROPOSED TRANSACTION OR ARRANGEMENT SHALL BE COMPOSED ENTIRELY OF INDIVIDUALS WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD OR APPROPRIATE COMMITTEE MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE OF DISINTERESTED PERSONS TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT BEFORE VOTING ON SUCH TRANSACTION OR ARRANGEMENT. FURTHER, LEGAL COUNSEL MAY BE CONSULTED IF DESIRED BY THE BOARD OR COMMITTEE PRIOR TO CONSIDERING THE TRANSACTION OR ARRANGEMENT. THE BOARD OR AN APPROPRIATE COMMITTEE (EXCEPT AS PROVIDED BELOW), AFTER THE EXERCISE OF REASONABLE DUE DILIGENCE, MAY AUTHORIZE OR APPROVE A TRANSACTION OR ARRANGEMENT BY VOTE OF A MAJORITY OF THE DISINTERESTED DIRECTORS ON THE BOARD OR SUCH COMMITTEE AFTER MAKING THE DETERMINATIONS SET FORTH. IF A DIRECTOR HAS A MATERIAL FINANCIAL INTEREST IN A TRANSACTION OR ARRANGEMENT, THEN THE TRANSACTION OR ARRANGEMENT MAY ONLY BE APPROVED BY ACTION TAKEN BY THE FULL BOARD, OR BY AN APPROPRIATE COMMITTEE. TO AUTHORIZE OR APPROVE A TRANSACTION OR ARRANGEMENT, THE BOARD OR APPROPRIATE COMMITTEE MUST DETERMINE THE FOLLOWING: THAT THE BOARD (OR APPROPRIATE COMMITTEE) HAS KNOWLEDGE OF ALL MATERIAL FACTS CONCERNING THE TRANSACTION OR ARRANGEMENT AND THE FINANCIAL OR OTHER INTEREST OF ANY INTERESTED PERSON IN SUCH TRANSACTION OR ARRANGEMENT. THAT THE BOARD (OR APPROPRIATE COMMITTEE) HAS OBTAINED AND RELIED ON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS DETERMINATION, AS DESCRIBED IN SECTION 4958 OF THE CODE AND THE ACCOMPANYING TREASURY REGULATIONS. THAT THE BOARD (OR APPROPRIATE COMMITTEE) IS ACTING IN GOOD FAITH. THAT THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST AND FOR ITS OWN BENEFIT. THAT THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AT THE TIME THE CORPORATION WILL ENTER INTO IT. THAT, AFTER REASONABLE INVESTIGATION UNDER THE CIRCUMSTANCES, THE CORPORATION CANNOT OBTAIN A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES FROM A PERSON OR ENTITY THAT DOES NOT HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST; AND THAT THE BOARD (OR APPROPRIATE COMMITTEE) ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DETERMINATION, AS DESCRIBED IN SECTION 4958 OF THE CODE AND THE ACCOMPANYING TREASURY REGULATIONS. IF THE BOARD OR APPROPRIATE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE ANY DIRECTOR, ANY MEMBER OF ANY COMMITTEE OF THE BOARD, ANY PRINCIPAL OFFICER, OR ANY KEY EMPLOYEE HAS FAILED TO DISCLOSE A FINANCIAL INTEREST, IT SHALL INFORM THE DIRECTOR, MEMBER OF THE COMMITTEE, PRINCIPAL OFFICER, OR KEY EMPLOYEE OF THE BASIS FOR SUCH BELIEF AND AFFORD THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE DIRECTOR, MEMBER OF THE COMMITTEE, PRINCIPAL OFFICER, OR KEY EMPLOYEE'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR APPROPRIATE COMMITTEE DETERMINES THAT THE MEMBER HAS FAILED TO DISCLOSE A FINANCIAL INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. EACH DIRECTOR, COMMITTEE MEMBER, PRINCIPAL OFFICER, AND KEY EMPLOYEE SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY, HAS AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY; UNDERSTANDS THAT THE CORPORATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES; HAS AGREED TO PROMPTLY NOTIFY THE CHAIR OF THE BOARD, THE CHAIR OF THE EXECUTIVE COMMITTEE, OR THE CHAIR ON AN APPROPRIATE COMMITTEE OF ANY CONFLICT OF INTEREST HE OR SHE MAY HAVE RELATED TO ANY TRANSACTION OR ARRANGEMENT TO WHICH THE CORPORATION IS OR MAY BECOME A PARTY; AND, EACH DIRECTOR, COMMITTEE MEMBER, PRINCIPAL OFFICER, AND KEY EMPLOYEE WILL ANNUALLY EXECUTE A STATEMENT AFFIRMING EACH OF THESE ITEMS. FORM 990, PART VI, LINES 15A & 15B COMPENSATION ARRANGEMENTS INVOLVING ANY OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES ARE ESTABLISHED PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION OF REASONABLENESS AS PROVIDED FOR IN IRC SEC 4958 (EXCESS BENEFIT TRANSACTION TAX). THIS PROCESS REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, THE USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE DECISION MAKING PROCESS. THE BOARD PERFORMS PERIODIC REVIEW AND DETERMINATION OF APPROPRIATE COMPENSATION LEVELS FOR THE PREVIOUSLY MENTIONED OFFICERS AND KEY EMPLOYEES BASED UPON EXTERNAL SALARY DATA. THEIR MOST RECENT REVIEW INCLUDED A REPORT FROM AN INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANT WHICH USED BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF OFFICERS AND KEY EMPLOYEES, INCLUDING TOTAL ECONOMIC BENEFITS PAID BY ORGANIZATIONS WHICH THE GOVERNING BODY BELIEVES ARE SIMILARLY SITUATED FOR SIMILAR JOB RESPONSIBILITIES, AS OBTAINED FROM INDEPENDENT THIRD-PARTY SOURCES. THE BOARD'S WRITTEN RECORDS INCLUDE (1) THE TERMS OF THE ARRANGEMENT WITH THE DISQUALIFIED PERSON (INCLUDING THE DATE THE ARRANGEMENT WAS APPROVED); (2) A LIST OF MEMBERS PRESENT DURING THE DEBATE OF THE TRANSACTION (AND HOW THE MEMBERS VOTED WHEN IT WAS APPROVED); AND (3) A DESCRIPTION OF THE COMPARABLE DATA RELIED ON BY THE COMMITTEE. THE KEY DELIBERATIONS, A DESCRIPTION OF THE COMPARABILITY DATA, HOW IT WAS OBTAINED, THE MEMBERS PRESENT AND HOW THEY VOTED, WERE DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES FOR ITS MEETING DURING THE YEAR. FORM 990, PART VI, LINE 19 THE AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC UNDER CURRENT FEDERAL LAW IS NOT REQUIRED TO BE AVAILABLE FOR PUBLIC INSPECTION. HOWEVER, THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, ATTACHED TO PUBLIC INSPECTION COPY OF THE FORM 990. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: CHANGES IN UNRESTRICTED NET ASSETS $ 52,646,367 CHANGES IN RESTRICTED NET ASSETS $ 4,395,053 ------------------ TOTAL $ 57,041,420 ARCADIA ACCOUNTABLE CARE LLC 300 WEST HUNTINGTON DRIVE ARCADIA CA 91007 455513761 INACTIVE CA 0 0 USCAH ICT PRODUCTIONS INC C/O USC UGB203 LOS ANGELES CA 90089 954843260 EDUC. 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