2025-07-11T13:52:15-05:00 2024-08-31 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2023-09-01 946174066 STANFORD HEALTH CARE % CONTROLLER STAN 6507234000 300 PASTEUR DRIVE MC 5555 STANFORD CA 94305 LINDA HOFF CFO 6507234000 2025-07-10 true true ROBERT W FRIZ P00438748 2673303000 2025-07-10 2023 2025-03-06 01:10:19Z LINDA HOFF 300 PASTEUR DRIVE MC 5230 STANFORD CA 94305 8065021139 false X HTTP://WWW.STANFORDHEALTHCARE.ORG X 1957 CA SEE SCHEDULE O 26 18 21893 708 2122989 0 49377189 8326657 6891476909 7965157866 108347877 73274355 0 2287174 7049201975 8049046052 86040226 109977793 0 0 2959683307 3333841731 0 0 17101417 3538344735 4083112551 6584068268 7526932075 465133707 522113977 10795679399 12118920543 4281931985 4646874412 6513747414 7472046131 X SEE SCHEDULE O. false false 7110603748 109977793 7963034877 SEE SCHEDULE O. 7110603748 true true false true false false false true false true true true false true true true false true false false true false false false false false true true true false true true false false false false false true false false false false false false false false true true true true false false true 536 0 true 21893 true true true true BD false false false true true false false false false true false X 26 18 true true false false true true true true true false false true true true true true true true true true true CA X CONTROLLER 6507234000 300 PASTEUR DRIVE MC 5555 STANFORD CA 94305 X DAVID ENTWISTLE PRESIDENT & CEO (SEE SCH O) 50.0 6.65 X X 5917814 0 96440 LLOYD B MINOR MD DIRECTOR (SEE SCHEDULE O) 2.0 52.3 X 0 2883097 289646 QUINN MCKENNA EVP-CHIEF OP. OFFICER (SCH O) 50.0 4.2 X 2913368 0 82184 PAUL KING DIRECTOR (SEE SCHEDULE O) 2.0 50.3 X 0 2465484 78112 LINDA HOFF EVP-CFO 50.0 4.65 X 2328544 0 197819 PRIYA SINGH EVP-CHIEF STRATEGY OFFICER 52.0 2.0 X 1707523 213620 131534 RANDALL LIVINGSTON DIRECTOR (SEE SCHEDULE O) 2.0 52.0 X 0 1626689 195300 SRIDHAR SESHADRI SVP & PRESIDENT-CANCER CENTER 50.0 0.0 X 1294081 0 103808 EILA SKINNER MD DIRECTOR 2.0 48.0 X 0 1298314 69954 ALISON M KERR SVP-DESTINATION SERVICE LINES 50.0 0.0 X 1142236 0 68087 DALE BEATTY SVP-CHIEF NURSE EXECUTIVE 50.0 0.0 X 1061999 0 59658 THOMAS MONTINE MD DIRECTOR 2.0 48.0 X 0 1012878 59982 THOMAS Y KIM EVP-CHIEF MARKET DEV OFFICER 52.0 0.0 X 919354 0 58138 CAROL D RORIG SVP-CHIEF HR OFFICER 50.0 0.0 X 848153 0 98208 JAMES MARTIN JR SVP-CONTROLLER 50.0 0.0 X 786320 0 104772 HELEN M WILMOT SVP-CHIEF FACIL GEN SVCS & PLN 50.0 0.0 X 739991 0 94774 GARY FRITZ VP-APPLICATIONS 50.0 0.0 X 696692 0 82471 TIMOTHY SEAY-MORRISON SVP-SVC LIN&CHF AMB CARE OFCR 52.0 0.0 X 603952 0 114588 JAY SHAH MD DIRECTOR 2.0 0.0 X 0 607247 42629 ELIZABETH OYEKAN VP-PHARMACY AND IMAGING SVCS 50.0 0.0 X 431649 0 59253 JOHN YEE DIRECTOR (SEE SCHEDULE O) 2.0 50.0 X 0 342096 72439 ROSANNE ROTH FORMER CORPORATE SECRETARY 50.0 0.0 X 167585 0 32705 ELIZABETH CHOI MGR - ADMINISTRATION 50.0 0.0 X 162374 0 37913 MARK LESLIE DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 6290 0 SARA ABBASI DIRECTOR 2.0 0.0 X 0 0 0 SUSAN BECHTEL DIRECTOR 2.0 0.0 X 0 0 0 JEFFERY BIRD MD DIRECTOR 2.0 0.0 X 0 0 0 WILLIAM BRODY MD DIRECTOR 2.0 0.0 X 0 0 0 MARIANN BYERWALTER DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 JONATHAN COSLET DIRECTOR (SEE SCHEDULE O) 2.0 10.3 X 0 0 0 KAYE FOSTER DIRECTOR (SEE SCHEDULE O) 2.0 1.8 X 0 0 0 CECILIA HERBERT DIRECTOR 2.0 0.0 X 0 0 0 MARC E JONES CHAIR (SEE SCHEDULE O) 2.0 7.0 X 0 0 0 KAREN JORDAN DIRECTOR 2.0 0.0 X 0 0 0 LATA KRISHNAN DIRECTOR 2.0 0.0 X 0 0 0 HAMID MOGHADAM DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 MINDY B ROGERS VICE CHAIR (SEE SCHEDULE O) 2.0 7.0 X 0 0 0 JEFF ROTHSCHILD DIRECTOR 2.0 0.0 X 0 0 0 ROBERT SANTOS MD DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 KAVITARK RAM SHRIRAM DIRECTOR 2.0 0.0 X 0 0 0 AMIT SINHA DIRECTOR (SEE SCHEDULE O) 2.0 7.0 X 0 0 0 CAROL LAM DIRECTOR (SEE SCHEDULE O) 2.0 5.0 X 0 0 0 KRISTIN COLLINS DIR - CORPORATE GOVERNANCE 50.0 0.0 X 0 0 0 21721635 10455715 2230414 9927 true true false STANFORD UNIVERSITY 485 BROADWAY REDWOOD CITY CA 94063 PROF. SERVICES 1246413490 HERRERO BUILDERS INCORPORATED 2100 OAKDALE AVENUE SAN FRANCISCO CA 94124 CONSTRUCTION COMPANY 56375589 AYA HEALTHCARE 5930 CORNERSTONE CRT W SUITE 300 SAN DIEGO CA 92121 HEALTHCARE STAFFING 50206852 SWINERTON BUILDERS 2300 CLAYTON ROAD SUITE 800 CONCORD CA 94520 CONSTRUCTION COMPANY 38541025 SODEXO INC AFFILIATES 9801 WASHINGTONIAN BLVD 1 GAITHERSBURG MD 20878 FOOD SVCS AND MGT 23000788 365 351 8326306 8542 8326657 PATIENT REVENUE 900099 7880221954 7880221954 HOUSE STAFF 900099 30445580 30445580 OUTREACH LAB CLINIC 900099 16584486 16584486 EMPLOYER HEALTH CLINIC 900099 8549201 8549201 CLINIC REVENUE 900099 9563467 9563467 19793178 17670189 2122989 7965157866 76177015 76177015 0 0 2287174 2287174 0 2287174 2287174 13072427 15975087 -2902660 -2902660 -2902660 0 0 0 0 0 0 0 0 0 0 8049046052 7963034877 2122989 75561529 109977793 109977793 0 0 0 0 0 0 15221183 3335474 10758609 1127100 0 0 2171783858 2040957665 123036454 7789739 208578926 191460485 13153458 3964983 771802167 722228725 48391824 1181618 166455597 155847892 10576811 30894 2524088 1067870 1456218 0 49599835 33142782 16457053 0 7901179 53117 7848062 0 602301 216383 159079 226839 0 0 125143659 114252355 10577003 314301 9527334 8416647 812224 298463 203276445 159596139 43373142 307164 17254173 11663116 5591057 0 0 101896456 99958087 1736672 201697 9537209 6789050 2608316 139843 0 2072267 1533431 520528 18308 79268972 79268972 0 0 0 250767073 235631825 15135248 0 48513935 41677140 6836795 0 OTHER PURCHASED SERVICES 1757128762 1698669291 58459471 0 SUPPLIES 1224065184 1217140759 6842836 81589 LICENSE AND TAXES 8604337 6937587 1666750 0 DUES & SUBSCRIPTIONS 4556856 2475223 2081633 0 180872486 168305940 11147667 1418879 7526932075 7110603748 399226910 17101417 1150 1250 470370562 295652831 44856130 35378119 1049259485 1218710079 5653000 3503000 0 0 0 0 100026581 97936727 115755767 128187733 6317024236 2680831637 3533131037 3636192599 0 0 4429965418 5506508003 405030129 397903931 0 0 641630140 798946271 10795679399 12118920543 964275501 932144299 0 0 0 0 1111504273 1384214726 0 0 0 0 0 0 0 0 2206152211 2330515387 4281931985 4646874412 X 6380913189 7338524551 132834225 133521580 6513747414 7472046131 10795679399 12118920543 X 522113977 475757486 -39572746 X false true X true false X 127528906 429891903 218283053 49377189 8326657 833407708 0 0 127528906 429891903 218283053 49377189 8326657 833407708 0 833407708 66589374 102005597 136343326 106621851 78464189 490024337 0 0 0 0 0 0 0 1323432045 31319613504 0.62973 0.64917 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true 95589 false false true 124420 true 6830 true 375462 602301 false LOBBYING ACTIVITIES INCLUDE: - SENDING LETTERS OR PUBLICATIONS TO GOVERNMENT OFFICIALS OR LEGISLATORS; - MEETING WITH OR CALLING GOVERNMENT OFFICIALS OR LEGISLATORS - SENDING OR DISTRIBUTING LETTERS OR PUBLICATIONS (INCLUDING NEWSLETTERS, BROCHURES, ETC.) TO MEMBERS OR TO THE GENERAL PUBLIC; AND -SENDING LETTERS TO GOVERNMENT REGULATORY AGENCIES. SHC BELONGS TO CERTAIN TRADE ASSOCIATIONS IN WHICH A PORTION OF DUES PAID TO THESE ORGANIZATIONS IS SPENT ON EFFORTS TO INFLUENCE LEGISLATIVE MATTERS IN THE HEALTH CARE INDUSTRY. DURING FY24, SHC PAID DUES OF APPROXIMATELY $609,100 TO THESE TRADE ASSOCIATIONS AND THE APPROXIMATE AMOUNT OF THE DUES SPENT ON LOBBYING PURPOSES WAS $161,962. SHC GOVERNMENT RELATIONS TEAM HAS TRANSFERRED OVER TO SU. SHC REIMBURSES SU FOR THE COST INCURRED BY THE TEAM ON BEHALF OF SHC. FEDERAL AND STATE OUTREACH IS DELEGATED TO THIRD PARTY FIRMS. THESE FIRMS CONDUCT OUTREACH AND DIRECT CONTACT WHILE KEEPING THE GOVERNMENT RELATIONS TEAM IN THE KNOW. THESE FIRMS WILL ALSO PREPARE THE LETTERS AND MAILINGS THAT ARE SENT TO MEMBERS, LEGISLATORS, OR THE PUBLIC. THESE LETTERS AND MAILINGS ARE REVIEWED AND APPROVED BY THE GOVERNMENT RELATIONS TEAM. X false 41675113 324112 3490813 612924 44877114 41226661 280 1511343 1063171 41675113 42623372 171420 -1184202 383929 41226661 31248916 838857 11028012 492413 42623372 24352558 5202761 2213016 519419 31248916 0.35240 0.64760 false true true 123146944 123146944 3789929079 1128843926 2661085153 280493492 186691715 93801777 1675602972 1354478523 321124449 447851749 10817473 437034276 3636192599 MANAGED POOL 2942083436 F OTHER INVESTMENTS 47012465 F DIRECT INVESTMENT IN EQUITY 32348473 F MANAGED BY ASSET MGMT FIRMS 2485063629 F 5506508003 SHORT TERM PORTFOLIO 134761489 ROU OPEX ASSET 328525429 OTHER ASSETS 72119148 DUE FROM RELATED PARTIES 263540205 798946271 0 THIRD PARTY PAYOR LIABILITIES 69421380 SELF-INSURED RESERVES 231871590 DUE TO RELATED PARTIES 302948798 OTHER LIABILITIES 28160024 TAXABLE BONDS 1165100000 TAX LIABILITIES 775128 ROU OPEX LIABILITIES 342093090 SWAP FMV LIABLIITY 77505962 ASSET RETIREMENT OBLIGATION LIABILITY 112639415 2330515387 X PART III, LINE 3 WORKS OF ART, HISTORICAL TREASURES, LITERARY WORKS AND ARTIFACTS, WHICH ARE PRESERVED AND PROTECTED FOR EDUCATIONAL, RESEARCH AND PUBLIC EXHIBITION PURPOSES, ARE NOT CAPITALIZED. DONATIONS OF SUCH COLLECTIONS ARE NOT RECORDED FOR FINANCIAL STATEMENT PURPOSES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENSES IN THE PERIOD IN WHICH THEY ARE ACQUIRED. PART III, LINE 4 SHC MAINTAINS A COLLECTION OF DONATED ART FOR PUBLIC EXHIBITION AT HOSPITAL FACILITIES. PART V, LINE 4 STANFORD HEALTH CARE'S (SHC) ENDOWMENT CONSISTS OF 26 INDIVIDUAL FUNDS WHICH ARE RESTRICTED TO PARTICULAR USES. SHC HAS A FUND TO SUPPORT THE MEDICAL DIRECTOR OF THE HOSPITAL'S CANCER CENTER CLINICAL SERVICES AND A FUND TO SUPPORT MEDICAL DIRECTORSHIP OF DISASTER PREPAREDNESS. SHC ALSO HAS FUNDS TO SUPPORT MUSIC PROGRAMS, EDUCATIONAL PROGRAMS, CHAPLAINCY PROGRAMS, CLINICAL PASTORAL EDUCATION PROGRAM IN SPIRITUAL CARE, PATIENT CARE, INDIGENT CARE, HEALTH LIBRARY TECHNOLOGY, NURSING STAFF THAT CARE FOR CANCER PATIENTS TO ENHANCE THE EXPERIENCE AND WELLBEING OF CANCER PATIENTS, AND TO SUPPORT NURSES, STAFF, PATIENTS, AND FAMILIES OF THE STANFORD WOMEN'S CANCER CENTER. THERE ARE ALSO FUNDS TO ENHANCE THE EXPERIENCE OF OSTOMY NURSES AND THE PATIENTS THEY SERVE AND TO ENHANCE THE PATIENT EXPERIENCE THROUGH PROVISION OF COMPLEMENTARY PATIENT CARE, AND TO SUPPORT NURSES WHO WORK IN THE BMT AND CELL THERAPY UNITS, OR THEIR SUCCESSOR ENTITIES. PART X, LINE 2 FIN 48 SHC AND ITS SUBSIDIARIES HAVE NO UNCERTAIN TAX POSITIONS PERTAINING TO UNRELATED BUSINESS INCOME. East Asia and the Pacific 0 0 Program Services PROMOTION OF HEALTH 111882 Middle East and North Africa 0 0 Program Services PROMOTION OF HEALTH 101254 Europe (Including Iceland and Greenland) 0 0 Program Services PROMOTION OF HEALTH 84755 North America 0 0 Program Services PROMOTION OF HEALTH 12958 South Asia 0 0 Program Services PROMOTION OF HEALTH 9932 Central America and the Caribbean 0 0 Program Services PROMOTION OF HEALTH 4212 0 0 0 0 324993 324993 false false true false false true SCHEDULE F, PART I, LINE 3 STANFORD HEALTH CARE HAS REPORTED ON SCHEDULE F EXPENDITURES RELATING TO FOREIGN ACTIVITIES THAT ARE TRACKED IN THE ACCOUNTING SYSTEM, IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE EXPENSES IN THE AMOUNT OF $26,726 (WHICH IS PART OF THE $111,882 TOTAL) CONSISTS OF STANFORD MEDICINE INTERNATIONAL (HONG KONG) CO., LIMITED'S HONG KONG TAX PREPARATION AND ANNUAL BUSINESS REGISTRATION FEES. THE AMOUNT ALSO INCLUDES 1) VENUE AND PRINTING EXPENSE FOR NEUROLOGY SYMPOSIUM HOSTED IN SEPTEMBER 2023 IN HONG KONG TO PROMOTE HEALTH: "NOVEL STRATEGIES FOR THE TREATMENT OF NEUROLOGICAL DISORDERS2) EXPENSES FOR THE PREPARATION OF ASIA CARDIOVASCULAR SYMPOSIUM (DATE TBD) IN HONG KONG. THE PROMOTION EXPENSE IN THE AMOUNT OF $78,769 (WHICH IS PART OF THE $101,254 TOTAL) ARE INCLUDED IN MIDDLE EAST REGION TOTAL. THE AMOUNT CONSISTS OF 1) THE BOOTH REGISTRATION FEE FOR 2025 ARAB HEALTH EXHIBIT; 2) REGISTRATION FEE AND AIRLINE EXPENSES FOR USCIPP (SAUDI ARABIA) CONFERENCE IN OCTOBER 2024. REMAINING EXPENSES IN THE AMOUNT OF $219,498 ARE RELATED TO THE INTERNATIONAL TRAVEL FOR THE PURPOSE OF MARKETING, PROMOTIONAL, RECRUITMENT AND SPEAKING ENGAGEMENT EFFORTS ON BEHALF OF STANFORD HEALTH CARE. true true true X 400. true X true true true false true true 1 25246608 25246608 0.00340 1 1104200174 648063427 456136747 0.06060 2 1129446782 648063427 481383355 0.06400 23 3927 9537748 486277 9051471 0.00120 18 567 207319708 26402013 180917695 0.02400 3 11172510 4717786 6454724 0.00090 2 461426 0 461426 0.00010 25 44013 108527130 8488 108518642 0.01440 71 48507 337018522 31614564 305403958 0.04060 73 48507 1466465304 679677991 786787313 0.10460 2 567 2997886 462404 2535482 0.00030 3 126 536596 355 536241 0.00010 4 86 1718119 0 1718119 0.00020 9 779 5252601 462759 4789842 0.00060 true 116354974 1882784074 3173585821 -1290801747 true true 1 1 STANFORD HEALTH CARE 300 PASTEUR DRIVE STANFORD CA 94305 HTTP://STANFORDHEALTHCARE.ORG 070000662 X X X X STANFORD HEALTH CARE 1 false false true X X X X X X X X X 22 true true true true X SEE SECTION C X true 22 true SEE SECTION C false true X 400. 400. X X true true X X X true X HTTP://STANFORDHEALTHCARE.ORG X SAME AS ABOVE X SAME AS ABOVE X X X X X X true X false X X X true X false false PART V, SECTION B, LINE 4 WITH RESPECT TO ITS 2022 CHNA, A SCHEDULED MEETING WITH THE INSTITUTION'S FINANCE & INVESTMENT COMMITTEE, WHICH IS THE AUTHORIZED BODY RESPONSIBLE FOR ADOPTING THE CHNA, WAS UNABLE TO OCCUR DUE TO CAMPUS DISRUPTIONS THAT AFFECTED ITS ABILITY TO MEET. THE COMMITTEE MET ON SEPTEMBER 14, 2023, 14 DAYS AFTER THE CLOSE OF THE AUGUST 31, 2023 FISCAL YEAR. AT THIS SEPTEMBER 14, 2023 MEETING, THE CHNA WAS ADOPTED. SHC ALSO HAS A SECTION 501(R) POLICY IN PLACE TO ENSURE ONGOING COMPLIANCE. PART V, SECTION B, LINE 5 THE CHNA ASSESSED COMMUNITY HEALTH NEEDS BY GATHERING INPUT FROM PERSONS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY. THESE PERSONS INCLUDED LOCAL PUBLIC HEALTH DEPARTMENTS, THOSE WHO ARE MEDICALLY UNDERSERVED, LOW-INCOME INDIVIDUALS, MINORITY POPULATIONS, AND PROFESSIONALS WHOSE ORGANIZATIONS SERVE OR REPRESENT THE INTERESTS OF THOSE POPULATIONS. INPUT WAS GATHERED THROUGH KEY INFORMANT INTERVIEWS, FOCUS GROUPS, AND ONLINE SURVEY. IN ADDITION TO THIS PRIMARY QUALITATIVE INPUT, QUANTITATIVE DATA WAS ANALYZED TO IDENTIFY POOR HEALTH OUTCOMES, HEALTH DISPARITIES, AND HEALTH TRENDS. THE CHNA DATA COLLECTION PROCESS TOOK PLACE OVER TEN MONTHS IN 2021 AND CULMINATED IN THIS REPORT, WRITTEN IN LATE 2021 AND EARLY 2022. NAMES OF COMMUNITY ORGANIZATIONS PROVIDING INPUT & POPULATION REPRESENTED - AVENIDAS - LOW-INCOME, MEDICALLY UNDERSERVED - RAVENSWOOD FAMILY HEALTH NETWORK - LOW-INCOME, MEDICALLY UNDERSERVED - PUENTE DE LA COSTA SUR - LOW-INCOME, MEDICALLY UNDERSERVED, MINORITY - SANTA CLARA COUNTY PUBLIC HEALTH DEPARTMENT - LOW-INCOME, MEDICALLY UNDERSERVED - SAN MATEO COUNTY PRIDE CENTER - MEDICALLY UNDERSERVED, MINORITY - COUNTY OF SAN MATEO HUMAN SERVICES AGENCY - LOW-INCOME - SAN MATEO COUNTY HEALTH - LOW-INCOME, MEDICALLY UNDERSERVED - KIDS IN COMMON - LOW-INCOME - LEGAL AID SOCIETY OF SAN MATEO COUNTY - LOW-INCOME - COUNTY OF SANTA CLARA, OFFICE OF LGBTQ AFFAIRS - MEDICALLY UNDERSERVED, MINORITY - SAN MATEO COUNTY ORAL PUBLIC HEALTH PROGRAM - LOW-INCOME, MEDICALLY UNDERSERVED - STARVISTA - MEDICALLY UNDERSERVED - CAMINAR - MEDICALLY UNDERSERVED - STANFORD HEALTH CARE - MEDICALLY UNDERSERVED - COUNTY OF SANTA CLARA HEALTH SYSTEM - MEDICALLY UNDERSERVED - PENINSULA FAMILY SERVICE - MEDICALLY UNDERSERVED - EL CAMINO HEALTH - MEDICALLY UNDERSERVED - THE HEALTH TRUST - MEDICALLY UNDERSERVED - COUNTY OF SANTA CLARA BEHAVIORAL HEALTH SERVICES DEPARTMENT - MEDICALLY UNDERSERVED - COMMUNITY OVERCOMING RELATIONSHIP ABUSE - MEDICALLY UNDERSERVED - MOMENTUM FOR HEALTH - MEDICALLY UNDERSERVED - NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE - MEDICALLY UNDERSERVED - STANFORD UNIVERSITY SCHOOL OF MEDICINE - MEDICALLY UNDERSERVED, MINORITY - RAVENSWOOD FAMILY HEALTH NETWORK - MEDICALLY UNDERSERVED, MINORITY - THE PRIMARY SCHOOL - MEDICALLY UNDERSERVED, MINORITY - PACIFIC FREE CLINIC - MEDICALLY UNDERSERVED, MINORITY - DESTINATION: HOME - LOW-INCOME - COMMUNITY SERVICES AGENCY - LOW-INCOME - SANTA CLARA FAMILY HEALTH PLAN - LOW-INCOME - LIFEMOVES - LOW-INCOME - GRAIL FAMILY SERVICES - LOW-INCOME - WEST VALLEY COMMUNITY SERVICES - LOW-INCOME - SUNNYVALE COMMUNITY SERVICES - LOW-INCOME - MIDTOWN FAMILY SERVICES - LOW-INCOME - AFRICAN AMERICAN COMMUNITY SERVICE AGENCY - LOW-INCOME - PENINSULA HEALTHCARE CONNECTION - LOW-INCOME - INDIAN HEALTH CENTER OF SANTA CLARA COUNTY - LOW-INCOME, MEDICALLY UNDERSERVED - ROOTS COMMUNITY HEALTH CENTER - LOW-INCOME, MEDICALLY UNDERSERVED - ROTACARE FREE CLINICS - LOW-INCOME, MEDICALLY UNDERSERVED - PLANNED PARENTHOOD MAR MONTE - LOW-INCOME, MEDICALLY UNDERSERVED - ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT - LOW-INCOME, MEDICALLY UNDERSERVED - SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY - LOW-INCOME, MEDICALLY UNDERSERVED - SAMARITAN HOUSE - LOW-INCOME, MEDICALLY UNDERSERVED - GARDNER HEALTH SERVICES - LOW-INCOME, MEDICALLY UNDERSERVED - NORTH EAST MEDICAL SERVICES - LOW-INCOME, MEDICALLY UNDERSERVED - SAN MATEO MEDICAL CENTER - LOW-INCOME, MEDICALLY UNDERSERVED - LUCILE PACKARD CHILDREN'S HOSPITAL - LOW-INCOME, MEDICALLY UNDERSERVED - MY DIGITAL TAT2 - MEDICALLY UNDERSERVED - MOUNTAIN VIEW LOS ALTOS SCHOOL DISTRICT - MEDICALLY UNDERSERVED - ACKNOWLEDGE ALLIANCE - MEDICALLY UNDERSERVED - EDGEWOOD CENTER FOR CHILDREN AND FAMILIES - MEDICALLY UNDERSERVED - COMMUNITY HEALTH AWARENESS COUNCIL (CHAC) - MEDICALLY UNDERSERVED - CASA OF SAN MATEO COUNTY - MEDICALLY UNDERSERVED - COUNSELING AND SUPPORT SERVICES FOR YOUTH - MEDICALLY UNDERSERVED - ADOLESCENT COUNSELING SERVICES - MEDICALLY UNDERSERVED - UPLIFT FAMILY SERVICES - MEDICALLY UNDERSERVED - FIRST 5 SAN MATEO COUNTY - LOW-INCOME - COASTSIDE HOPE - LOW-INCOME - COUNTY OF SAN MATEO DEPARTMENT OF HOUSING - LOW-INCOME - BOYS & GIRLS CLUB OF THE COASTSIDE - LOW-INCOME - DALY CITY COMMUNITY SERVICE CENTER - LOW-INCOME - JOBTRAIN - LOW-INCOME - SECOND HARVEST OF SILICON VALLEY - LOW-INCOME - YMCA COMMUNITY RESOURCE CENTER - LOW-INCOME - BAY AREA COMMUNITY HEALTH ADVISORY COUNCIL (BACHAC) - MINORITY, MEDICALLY UNDERSERVED - DIGNITY HEALTH-SEQUOIA HOSPITAL - MINORITY, MEDICALLY UNDERSERVED - CITY OF BELMONT AND CALIFORNIA AIR RESOURCES BOARD/BAY AREA AIR QUALITY MANAGEMENT DISTRICT - MINORITY, MEDICALLY UNDERSERVED - UNITY CARE GROUP - MINORITY, MEDICALLY UNDERSERVED PART V, SECTION B, LINE 6A THE CHNA WAS CONDUCTED BY FOUR HOSPITAL PARTNERS WITH HOSPITALS LOCATED IN SANTA CLARA AND SAN MATEO COUNTIES. THE HOSPITAL COLLABORATIVE CONDUCTED THE CHNA FOR THE PURPOSE OF IDENTIFYING AND ADDRESSING CRITICAL HEALTH NEEDS OF THE COMMUNITY. - EL CAMINO HEALTH - LUCILE PACKARD CHILDREN'S HOSPITAL STANFORD - SUTTER HEALTH (INCLUDING MENLO PARK SURGICAL HOSPITAL AND MILLS-PENINSULA MEDICAL CENTER) PART V, SECTION B, LINE 6B THE FOUR-HOSPITAL COLLABORATIVE ALSO COLLABORATED WITH PALO ALTO MEDICAL FOUNDATION, PART OF SUTTER HEALTH, FOR THE PURPOSE OF IDENTIFYING AND ADDRESSING CRITICAL HEALTH NEEDS OF THE COMMUNITY. PART V, SECTION B, LINES 7A AND 10A HTTPS://STANFORDHEALTHCARE.ORG/COMMUNITY PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. HTTPS://STANFORDHEALTHCARE.ORG/COMMUNITY PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. PART V, SECTION B, LINE 11 THE 2022 CHNA IDENTIFIED AND PRIORITIZED 10 SIGNIFICANT HEALTH NEEDS ACROSS STANFORD HEALTH CARE'S SERVICE AREA OF SANTA CLARA AND SAN MATEO COUNTIES. THE HEALTH NEEDS WERE PRIORITIZED BY APPLYING THE FOLLOWING CRITERIA: - COMMUNITY PRIORITY: THE COMMUNITY PRIORITIZES THE HEALTH NEED OVER OTHER HEALTH NEEDS; BASED ON THE FREQUENCY WITH WHICH THE KEY INFORMANTS EXPRESSED CONCERN ABOUT EACH HEALTH OUTCOME DURING THE CHNA PRIMARY DATA COLLECTION. - ASSETS & RESOURCES: THERE IS A LACK OF SUFFICIENT ASSETS AND/OR RESOURCES TO ADDRESS THE HEALTH NEED. FOR EXAMPLE, A LACK OF SPECIALTY CARE, HEALTH FACILITIES, AFFORDABLE HEALTHY BEHAVIORS, OR INFORMATION. - CLEAR DISPARITIES OR INEQUITIES: RECOGNIZABLE DIFFERENCES IN HEALTH OUTCOMES EXIST AMONG SUBGROUPS OF PEOPLE (BASED ON GEOGRAPHY, LANGUAGE, ETHNICITY, CULTURE, CITIZENSHIP STATUS, ECONOMIC STATUS, SEXUAL ORIENTATION, AGE, GENDER IDENTITY, OR OTHER FACTORS). - MULTIPLIER EFFECT: A SUCCESSFUL SOLUTION TO THE HEALTH NEED HAS THE POTENTIAL TO SOLVE MULTIPLE PROBLEMS. FOR EXAMPLE, IF RATES OF OBESITY DECREASE, DIABETES RATES MAY ALSO DECREASE. USING THE CRITERIA, STANFORD HEALTH CARE GATHERED LEADERS WITH KNOWLEDGE AND EXPERTISE IN LOCAL COMMUNITY HEALTH NEEDS AND TRENDS TO PRIORITIZE (RANK) BY ONLINE SURVEY EACH OF THE 10 HEALTH NEEDS GENERATED FROM THE COMMUNITY HEALTH NEEDS ASSESSMENT. THE 10 HEALTH NEEDS ARE LISTED IN PRIORITY ORDER: - ECONOMIC INSECURITY - HOUSING AND HOMELESSNESS - BEHAVIORAL HEALTH - HEALTH CARE ACCESS AND DELIVERY - DIABETES AND OBESITY - MATERNAL AND INFANT HEALTH - CLIMATE AND NATURAL ENVIRONMENT - COMMUNITY SAFETY - CANCER - SEXUALLY TRANSMITTED INFECTIONS SHC'S 2023 - 2025 IMPLEMENTATION STRATEGY PROVIDES DETAILED INFORMATION ABOUT SHC'S STRATEGIES FOR ADDRESSING THE CHNA HEALTH NEEDS AND CAN BE FOUND HERE: HTTPS://STANFORDHEALTHCARE.ORG/ABOUT-US/COMMUNITY-PARTNERSHIPS.HTML PART V, SECTION B, LINE 16A-C URL AT WHICH THE FAP, FAP APPLICATION, AND PLAIN LANGUAGE SUMMARY IS AVAILABLE: HTTPS://STANFORDHEALTHCARE.ORG/FOR-PATIENTS-VISITORS/FINANCIAL- ASSISTANCE.HTML PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. PART V, SECTION B, LINE 20A SHC WILL PURSUE PAYMENT FOR DEBTS OWED FOR HEALTH CARE SERVICES PROVIDED BY SHC. ALL PATIENT ACCOUNT BALANCES THAT MEET SHC CRITERIA FOR ASSIGNMENT TO BAD DEBT ACCORDING TO SHC POLICY AND PROCEDURES ARE ELIGIBLE FOR PLACEMENT WITH A COLLECTION AGENCY. HOWEVER, SHC DOES NOT CURRENTLY ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITY (ECA). PER SHC POLICY, ECA IS DEFINED TO INCLUDE PLACING LIENS ON INDIVIDUAL PROPERTY, FORECLOSING ON REAL PROPERTY, ATTACHING OR SEIZING AN INDIVIUAL'S BANK ACCOUNT OR OTHER PERSONAL PROPERTY, COMMENCING A CIVIL ACTION AGAINST AN INDIVIDUAL, CAUSING AN INDIVIDUAL'S ARREST, GARNISHING WAGES, REPORTING ADVERSE INFORMATION TO A CREDIT AGENCY, DEFERRING OR DENYING MEDICALLY NECESSARY CARE, REQUIRING PAYMENT BEFORE PROVIDING MEDICALLY NECESSARY CARE BECAUSE OF OUTSTANDING BILLS, AND SALE OF DEBT TO A THIRD PARTY. 4 STANFORD EMPLOYER HEALTH CLINIC AT CISCO 3571 N 1ST STREET BLDG Q SAN JOSE CA 95134 STANFORD EMPL HEALTH CLINIC AT CISCO STANFORD EMP HEALTH CLINIC AT QUALCOMM BAY AREA 3165 KIFER RD SANTA CLARA CA 95051 STANFORD EMP HEALTH CLINIC AT QUALCOMM - BAY AREA STANFORD EMP HEALTH CLINIC AT QUALCOMM 10155 PACIFIC HEIGHTS BLVD SAN DIEGO CA 92121 STANFORD EMP HEALTH CLINIC AT QUALCOMM STANFORD EMP HEALTH CLINIC AT QUALCOMM 5535 MOREHOUSE DRIVE S-270 SAN DIEGO CA 92121 STANFORD EMP HEALTH CLINIC AT QUALCOMM PART I, LINE 6A YES, STANFORD HEALTH CARE PREPARED A COMMUNITY BENEFIT REPORT DURING THE 2023 TAX YEAR. PART I, LINE 7E COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS TOTALED $9,051,471 IN FY24. THE COMMUNITY HEALTH IMPROVEMENT SERVICES CONSISTS OF - COMMUNITY HEALTH EDUCATION PROGRAMS - HEALTH LIBRARY SERVICES - INSURANCE ENROLLMENT FOR UNINSURED AND UNDERINSURED PATIENTS - SUPPORTIVE CARE PROGRAMS PART I, LINE 7F HEALTH PROFESSIONS EDUCATION CONTRIBUTIONS FOR COMMUNITY BENEFIT TOTALED $180,917,695 IN FY24. THE HEALTH PROFESSIONS EDUCATION PROGRAM CONSISTS OF FOUR PROGRAMS: - MEDICAL STUDENT, RESIDENT, AND FELLOW TRAINING: STUDENT TRAINING PROGRAMS INCLUDED ALL PRIMARY AND SPECIALTY PROGRAMS. - NURSE STUDENT TRAINING - ALLIED HEALTH PROFESSIONS TRAINING, INCLUDING - CLINICAL LABORATORY - CLINICAL NUTRITION/DIETICIANS - DOSIMETRY - NUCLEAR MEDICINE - PHARMACY - PHYSICIAN ASSISTANT - PSYCHOLOGY - RADIOLOGY - REHABILITATION SERVICES - RESPIRATORY CARE SERVICES - ULTRASOUND - VASCULAR - WOUND CARE OTHER HEALTH PROFESSIONS EDUCATION, INCLUDING - CONTINUING EDUCATION FOR NURSES AND SOCIAL WORK PROFESSIONALS. - CLINICAL PASTORAL EDUCATION: STUDENTS, FROM A RANGE OF RELIGIOUS TRADITIONS, ENROLL IN THIS PROGRAM TO PREPARE FOR A CAREER IN CHAPLAINCY OR RECEIVE CONTINUING EDUCATION IN PASTORAL/SPIRITUAL CARE. UPON COMPLETION OF THIS YEAR-LONG PROGRAM, STUDENTS USE THEIR TRAINING AS CLERGY TO PROVIDE EFFECTIVE SPIRITUAL CARE TO INDIVIDUALS AND FAMILIES FACING HEALTH CHALLENGES, INCLUDING DEATH, DYING, AND BEREAVEMENT. PART I, LINE 7G SUBSIDIZED HEALTH SERVICES CONTRIBUTIONS TOTALED $6,454,724 IN FY24. STANFORD HEALTH CARE SUBSIDIZED HEALTH SERVICES INCLUDES THE STANFORD LIFE FLIGHT PROGRAM AND SECOND OPINION SERVICES AVAILABLE TO THE COMMUNITY. - STANFORD LIFE FLIGHT IS HELICOPTER TRANSPORT OF CRITICALLY ILL AND INJURED ADULT, PEDIATRIC, AND NEONATAL PATIENTS TO DEFINITIVE CARE, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. - THE ONLINE SECOND OPINION PROGRAM OFFERS THE BROAD COMMUNITY SECOND OPINION SERVICES. COMMUNITY MEMBERS CAN PROVIDE THEIR HEALTH RECORDS FOR SHC PROVIDERS TO REVIEW AND PROVIDE A SECOND OPINION FOR DIAGNOSIS AND TREATMENT PLAN. LINKAGE TO SHC SPECIALTY CARE IS AVAILABLE, REGARDLESS OF PAYER. PART I, LINE 7H RESEARCH CONTRIBUTIONS TOTALED $461,426 IN FY24. STANFORD HEALTH CARE'S CONDUCTS CLINICAL AND COMMUNITY HEALTH RESEARCH THROUGH THE OFFICE OF NURSING, PATIENT CARE, HEALTH EQUITY AND RESEARCH(OONPCHER). ADDITIONALLY, SHC PROVIDES FINANCIAL SUPPORT TO STANFORD UNIVERSITY FOR CLINICAL AND COMMUNITY HEALTH RESEARCH. OONPCHER IS STAFFED BY RESEARCH SCIENTISTS AND COORDINATORS, CONDUCTS RESEARCH AND CLINICAL TRIALS TO IMPROVE CARE DELIVERY AND HEALTH OUTCOMES ACROSS THE HEALTH CARE FIELD. THE FY24 RESEARCH INITIATIVES STUDIED WERE: 1. RACE IN CLINICAL INFORMATICS, 2. BUILDING A CULTURE OF HEALTH EQUITY IN RESEARCH AND, 3. THE ROLE OF NURSING IN HEALTH EQUITY. OONPCHER PARTNERS WITH SAFETY NET CARE PROVIDERS, LOCAL LAW ENFORCEMENT, AND THE LOCAL CHAPTER OF THE NATIONAL BLACK NURSES ASSOCIATION. LINE 7I - CASH AND IN-KIND CONTRIBUTIONS FOR COMMUNITY BENEFIT TOTALED $108,518,642 IN FY24. PART II, LINE 1 PHYSICAL IMPROVEMENTS AND HOUSING: SHC SPONSORED BOTH THE FALL AND SPRING REBUILDING TOGETHER PENINSULA DAYS, WHICH SUPPORTED VOLUNTEER EFFORTS TO PROVIDE HOUSING IMPROVEMENTS TO A LOW-INCOME FAMILY. HOUSING IMPROVEMENTS INCLUDED A PROJECT THAT PROVIDED EXTERIOR HOME PAINTING AND ANOTHER PROJECT UPDATING FENCING TO MEET HUD HEALTHY HOUSING STANDARDS, THROUGH TEARDOWN OF EXISTING FENCING AND INSTALLATION OF NEW, SECURE FENCING FOR ELDERLY HOMEOWNERS. PART II, LINE 3 COMMUNITY SUPPORT: SHC'S OFFICE OF EMERGENCY MANAGEMENT (OEM) PLAYS A KEY ROLE IN DISASTER PLANNING FOR THE COMMUNITY. THROUGH OEM, SHC COLLABORATES WITH LOCAL MUNICIPALITIES, COUNTY GOVERNMENT, AND OTHER HOSPITALS TO COORDINATE PLANNING, MITIGATION, REPOSE, AND RECOVERY ACTIVITIES FOR EVENTS THAT COULD ADVERSELY IMPACT THE COMMUNITY. THE GOAL OF THESE ACTIVITIES IS TO MINIMIZE THE IMPACT ON LIFE, PROPERTY, AND THE ENVIRONMENT FROM CATASTROPHIC EVENTS SUCH AS PANDEMIC FLU, EARTHQUAKES, AND OTHER DISASTERS. OEM WORKS WITH EMERGENCY MEDICAL SERVICES IN BOTH SAN MATEO AND SANTA CLARA COUNTIES ON JOINT DISASTER EXERCISES, DISASTER PLANNING AND MITIGATION, AND BEST PRACTICES. OEM PROVIDES CRITICAL SERVICES FOR SAN MATEO AND SANTA CLARA COUNTIES' EMS AND OTHER AGENCIES, AS WELL AS THE CENTERS FOR DISEASE CONTROL AND PREVENTION AND OTHER HOSPITALS BY MAINTAINING CACHES OF EMERGENCY MEDICAL EQUIPMENT AND SUPPLIES FOR READY ACCESS AND DEPLOYMENT IN THE CASE OF DISASTER OR EMERGENCIES. OEM PROVIDES REGULAR INVENTORY REVIEW AND 24/7 SECURITY TO ENSURE THAT THESE EMS SUPPLIES ARE SERVICE-READY AT ALL TIMES. SHC'S OFFICE OF EMERGENCY MANAGEMENT DEVOTED SIGNIFICANT LEADERSHIP AND RESOURCES TO THE LOCAL AND REGIONAL COVID-19 EMERGENCY MANAGEMENT EFFORTS. THESE EFFORTS ARE ACCOUNTED FOR IN COMMUNITY HEALTH IMPROVEMENT SERVICES (CATEGORY 7A). PART II, LINE 8 WORKFORCE DEVELOPMENT: SHC OFFERED INTERNSHIPS FOR LOW-INCOME, FIRST-GENERATION STUDENTS, HEALTHCARE INTERPRETER STUDENTS AND SUMMER ADMINISTRATIVE INTERNSHIPS FOR HIGH SCHOOL, UNDERGRADUATE AND GRADUATE STUDENTS AS WELL AS AN IMMERSIVE YOUTH SCIENCE PROGRAM FOR LOW-INCOME, FIRST-GENERATION HIGH SCHOOL STUDENTS. PART III, LINES 2 & 4 THE ESTIMATES OF CONTRACTUAL ADJUSTMENTS ARE DISCOUNTS BASED ON CONTRACTUAL AGREEMENTS, DISCOUNT POLICY, AND HISTORICAL COLLECTION EXPERIENCE. THE PROCESS FOR ESTIMATING THE ULTIMATE COLLECTABILITY OF PATIENT ACCOUNTS RECEIVABLES INVOLVED HISTORICAL COLLECTION EXPERIENCE, CHANGES IN CONTRACTS WITH PAYORS, AND SIGNIFICANT ASSUMPTIONS AND JUDGMENT. PART III, LINE 8 SHC HAS BEEN UTILIZING A COST ACCOUNTING (EPSI) SYSTEM TO MONITOR ITS OPERATION COST. THE SYSTEM SEPARATES THE COST INTO 4 MAJOR CATEGORIES, VARIABLE DIRECT COST, FIXED DIRECT COST, VARIABLE INDIRECT COST, AND FIXED INDIRECT COST. THE OVERHEAD COSTS ARE ALLOCATED TO THE REVENUE GENERATED PATIENT CARE COST CENTERS AND INDIVIDUAL PATIENT ACCOUNT BASED ON THE STEP DOWN METHODOLOGY AND VARIOUS STATISTICAL UNITS OF SERVICES. THE COST OF CHARGE RATIO (RCC) FOR MEDICARE PROGRAM IS DETERMINED BY THE TOTAL COST OF SHC DISCHARGED AND FINAL BILLED MEDICARE PATIENTS, INCLUDING ALL 4 COST CATEGORIES MENTIONED ABOVE AND DIVIDED BY THE TOTAL CORRESPONDING DISCHARGED AND FINAL BILLED MEDICARE CHARGES FOR FY 2024. THE AMOUNT OF THE COST FOR PART III, SECTION B LINE 6 IS DETERMINED BY APPLYING THE PAYER SPECIFIC RCC TO ALL CHARGES FOR MEDICARE RELATED PROGRAMS, INCLUDING TRADITIONAL MEDICARE PROGRAM AND MANAGED CARE SENIOR PROGRAMS RESPECTIVELY. SHC'S LARGEST COMMUNITY BENEFIT INVESTMENT IS IN IMPROVING ACCESS TO NEEDED HEALTHCARE SERVICES FOR VULNERABLE COMMUNITY MEMBERS. BENEFITS AND THE SERVICES ARE NOT ONLY PROVIDED TO THE POOR BUT TO THOSE WHO NEED SPECIAL SERVICES AND SUPPORT, WHICH INCLUDES MEDICARE BENEFICIARIES. THUS, TOTAL COMMUNITY BENEFIT EXPENSE WHICH INCLUDES UNCOMPENSATED COSTS OF PUBLIC PROGRAM FOR TREATING MEDICARE BENEFICIARIES IN EXCESS OF GOVERNMENT PAYMENTS. PART III, SECTION C, LINE 9B IT IS THE POLICY OF SHC TO FOLLOW THE STANDARDS AND PRACTICES FOR COLLECTION OF PATIENT DEBT IN ACCORDANCE WITH THE REQUIREMENTS OF CALIFORNIA ASSEMBLY BILL 774. SHC HAS A VARIETY OF OPTIONS FOR PATIENTS FACING FINANCIAL ASSISTANCE HARDSHIP INCLUDING UNINSURED DISCOUNTS, NO INTEREST PAYMENT ARRANGEMENTS, AND A CHARTIY CARE PROGRAM. PATIENTS WHO APPLY FOR CHARITY CARE AND QUALIFY MAY RECEIVE UP TO 100% FINANCIAL ASSISTANCE. SHC WILL SUSPEND ANY AND ALL COLLECTION ACTIONS IF A COMPLETED FINANCIAL ASSISTANCE APPLICATION, INCLUDING ALL REQUISITE SUPPORTING DOCUMENTATION, IS RECEIVED. SHC DOES NOT ALLOW THEIR COLLECTION AGENCIES TO REPORT DEBT TO CREDIT BUREAUS, GARNISH WAGES OR FILE LIENS ON PRIMARY RESIDENCES. PART VI, LINE 2 A FOUR-HOSPITAL COLLABORATIVES WAS FORMED FOR THE PURPOSE OF IDENTIFYING AND ADDRESSING CRITICAL HEALTH NEEDS OF THE COMMUNITY. DURING 2022, SHC WORKED TOGETHER WITH THE COLLABORATIVE TO CONDUCT AN EXTENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), WHICH MEETS ALL REQUIREMENTS OF THE CALIFORNIA STATE SENATE BILL 697 AS WELL AS IRS REQUIREMENTS FOR COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGIES PURSUANT TO THE 2010 AFFORDABLE CARE ACT (SECTION 1.501(R)(3)). THROUGH THIS PROCESS, THE COLLABORATIVE COMPILED STATISTICAL DATA AND PROVIDED COMPARISONS AGAINST HEALTHY PEOPLE 2020 BENCHMARKS. WHERE HEALTHY PEOPLE 2020 BENCHMARKS WERE NOT AVAILABLE, STATEWIDE AVERAGES AND RATES WERE USED AS BENCHMARKS. THE COLLABORATIVES CONDUCTED PRIMARY RESEARCH USING THREE STRATEGIES FOR COLLECTING COMMUNITY INPUT: INTERVIEWS WITH HEALTH EXPERTS, FOCUS GROUPS WITH COMMUNITY LEADERS AND STAKEHOLDERS, AND RESIDENT FOCUS GROUPS. TO PROVIDE A VOICE TO THE COMMUNITY, AND IN ALIGNMENT WITH THE IRS REGULATIONS, THE FOCUS GROUPS TARGETED RESIDENTS WHO ARE MEDICALLY UNDERSERVED, IN POVERTY, AND OF MINORITY POPULATIONS. THIS DATA COLLECTION WAS SYNTHESIZED AND PRODUCED A LIST OF 10 SIGNIFICANT HEALTH NEEDS ACROSS STANFORD HEALTH CARE'S SERVICE AREA OF SANTA CLARA AND SAN MATEO COUNTIES. THE STANFORD HEALTH CARE COMMUNITY PARTNERSHIP PROGRAM STEERING COMMITTEE PRIORITIZED THE LIST OF SIGNIFICANT HEALTH NEEDS BY APPLYING THE FOLLOWING CRITERIA: - COMMUNITY PRIORITY: THE COMMUNITY PRIORITIZES THE HEALTH NEED OVER OTHER HEALTH NEEDS; BASED ON THE FREQUENCY WITH WHICH THE KEY INFORMANTS EXPRESSED CONCERN ABOUT EACH HEALTH OUTCOME DURING THE CHNA PRIMARY DATA COLLECTION. - ASSETS & RESOURCES: THERE IS A LACK OF SUFFICIENT ASSETS AND/OR RESOURCES TO ADDRESS THE HEALTH NEED. FOR EXAMPLE, A LACK OF SPECIALTY CARE, HEALTH FACILITIES, AFFORDABLE HEALTHY BEHAVIORS, OR INFORMATION. - CLEAR DISPARITIES OR INEQUITIES: RECOGNIZABLE DIFFERENCES IN HEALTH OUTCOMES EXIST AMONG SUBGROUPS OF PEOPLE (BASED ON GEOGRAPHY, LANGUAGE, ETHNICITY, CULTURE, CITIZENSHIP STATUS, ECONOMIC STATUS, SEXUAL ORIENTATION, AGE, GENDER IDENTITY, OR OTHER FACTORS). - MULTIPLIER EFFECT: A SUCCESSFUL SOLUTION TO THE HEALTH NEED HAS THE POTENTIAL TO SOLVE MULTIPLE PROBLEMS. FOR EXAMPLE, IF RATES OF OBESITY DECREASE, DIABETES RATES MAY ALSO DECREASE. PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SHC PROVIDES DEDICATED RESOURCES TO PATIENTS THAT APPLY FOR CHARITY CARE AND PROACTIVELY CONDUCTS OUTREACH TO PATIENTS TO INFORM THEM OF THE PROGRAM'S AVAILABILITY AND THEIR POTENTIAL ELIGIBILITY FOR ASSISTANCE. BROCHURES AND SIGNAGE ARE CONSPICOUSLY DISPLAYED AT ALL CARE DELIVERY LOCATIONS WITH INSTRUCTION ON WHERE TO LOCATE ADDITIONAL INFORMATION ON ELIGIBILITY FOR FINANCIAL ASSISTANCE. FINANCIAL ASSISTANCE APPLICATIONS, AND INSTRUCTIONS ON HOW TO APPLY ARE ALSO AVAILABLE ON THE SHC WEBSITE, VIA MAIL, MYHEALTH (SHC'S ONLINE PATIENT BILLING PLATFORM) AND IN ALL SHC CARE DELIVERY LOCATIONS. PART VI, LINE 4 SHC IS A REGIONAL REFERRAL CENTER FOR AN ARRAY OF ADULT SPECIALTIES, DRAWING PATIENTS FROM THROUGHOUT CALIFORNIA, ACROSS THE COUNTRY, AND INTERNATIONALLY. HOWEVER, DUE TO ITS LOCATION IN PALO ALTO, ON THE NORTHERN END OF SANTA CLARA COUNTY AND BORDERING SAN MATEO COUNTY, THE MAJORITY OF SHC'S PATIENTS (APPROXIMATELY 51%) ARE RESIDENTS OF SAN MATEO AND SANTA CLARA COUNTIES. THEREFORE, FOR THE PURPOSES OF ITS COMMUNITY BENEFIT PROGRAM, SHC HAS IDENTIFIED THESE TWO COUNTIES AS ITS TARGET COMMUNITY. SHC MAINTAINS A STRONG COMMITMENT TO THE HEALTH OF ITS COMMUNITY MEMBERS AND DEDICATES CONSIDERABLE RESOURCES TO SUPPORT ITS COMMUNITY BENEFIT PROGRAM. IN 2023, APPROXIMATELY 1.87 MILLION RESIDENTS LIVED IN SANTA CLARA COUNTY. SAN MATEO COUNTY IS FAR SMALLER WITH APPROXIMATELY 726,000 RESIDENTS IN 2023. THE POPULATION OF BOTH COUNTIES IS VERY DIVERSE WITH THE NON-WHITE POPULATION REPRESENTING 50.8% (SCC) AND 43.1% (SMC) OF THE TOTAL POPULATION. ABOUT 4% OF SCC AND 4.6% OF SMC ARE UNINSURED. MORE THAN ONE-THIRD OF RESIDENTS IN BOTH COUNTIES ARE FOREIGN-BORN. THE FEDERAL POVERTY LINE (FPL) IS THE TRADITIONAL MEASURE OF POVERTY IN A COMMUNITY. UNFORTUNATELY, THE FPL DOES NOT TAKE INTO CONSIDERATION LOCAL CONDITIONS SUCH AS THE HIGH COST OF LIVING IN THE SAN FRANCISCO BAY AREA. AS SUCH, THE INSIGHT CENTER FOR COMMUNITY ECONOMIC DEVELOPMENT'S CALIFORNIA SELF-SUFFICIENCY STANDARD (CASSS) IS A BETTER ESTIMATE OF ECONOMIC STABILITY IN BOTH COUNTIES. CASSS CITES THAT 28% OF HOUSEHOLDS IN SCC AND 33% OF HOUSEHOLDS IN SMC IN 2021 WERE UNABLE TO MEET THEIR BASIC NEEDS. FOR A FAMILY WITH TWO CHILDREN, CASSS ESTIMATES THAT AN ANNUAL INCOME OF $138,742 IN SCC AND $160,617 IN SMC WAS NECESSARY TO MEET BASIC NEEDS, COMPARED TO $126,616 ACROSS THE BAY AREA. WHILE THE CALIFORNIA MINIMUM WAGE WAS $16 PER HOUR, FOR TWO ADULTS (ONE WORKING) WITH TWO CHILDREN, SELF-SUFFICIENCY REQUIRES AN HOURLY WAGE OF $51.82 (SCC) AND $54.28 (SMC) IN 2021. LASTLY, CASSS REPORTS A 23% INCREASE IN THE COST OF BASIC LIVING EXPENSES ACROSS BOTH COUNTIES BETWEEN 2018 AND 2021. UNFORTUNATELY, THE BUREAU OF LABOR STATISTICS CITES ONLY A 5.3% PER YEAR AVERAGE INCREASE IN WAGES ACROSS THE SAN JOSE-SAN FRANCISCO-OAKLAND METROPOLITAN AREA DURING 2024. IN 2021, THE INSIGHT CENTER FOR COMMUNITY ECONOMIC DEVELOPMENT PUBLISHED THE COST OF BEING CALIFORNIAN, WHICH CITES SIGNIFICANT INCOME, ETHNIC, AND GENDER DISPARITIES EXIST ACROSS CALIFORNIA. THE KEY FINDINGS OF THE COST OF BEING CALIFORNIA REPORT, INCLUDE: - CALIFORNIA (CA) HOUSEHOLDS OF COLOR ARE TWICE AS LIKELY AS WHITE HOUSEHOLDS TO LACK ADEQUATE INCOME TO MEET THEIR BASIC NEEDS - 46% OF LATINX, 35% OF BLACK AND 38% OF NATIVE CA HOUSEHOLDS ARE STRUGGLING TO GET BY VERSUS 18% OF WHITE HOUSEHOLDS - CA HOUSEHOLDS OF COLOR MAKE UP 59% OF ALL CALIFORNIA HOUSEHOLDS, BUT CONSTITUTE 73% OF HOUSEHOLDS THAT FALL BELOW THE CASSS - WOMEN IN CA ARE MORE ECONOMICALLY DISADVANTAGED THAN MEN ACROSS MANY FACTORS, INCLUDING LOWER PAY, TAKING UNPAID TIME TO CARE FOR CHILDREN OR FAMILY MEMBERS, UNDEREMPLOYMENT, AND OCCUPATIONAL SEGREGATION - HAVING EVEN ONE CHILD NEARLY DOUBLES THE LIKELIHOOD OF LIVING BELOW CASSS - POLICY CHANGE TO INCREASE WAGES, INSTITUTE COMPREHENSIVE PAID FAMILY LEAVE, CURB RISING HOUSING COSTS, AND ESTABLISH UNIVERSAL CHILD CARE ARE NEEDED PART VI, LINE 5 STANFORD HEALTH CARE MAKES ANNUAL COMMUNITY INVESTMENT GRANTS TO COMMUNITY NONPROFITS WORKING ON SIGNIFICANT HEALTH NEEDS AS DETERMINED BY THE MOST RECENT CHNA. IN ADDITION, THE HOSPITAL MAKES SIGNIFICANT INVESTMENTS THAT PROMOTE THE HEALTH OF THE COMMUNITY. THESE PROGRAMS ARE FULLY DESCRIBED IN THE FY2024 COMMUNITY BENEFIT REPORT AND IMPLEMENTATION PLAN FILED JANUARY 2024 WITH THE STATE OF CALIFORNIA DEPARTMENT OF HEALTHCARE ACCESS AND INFORMATION (CA-HCAI). A THOROUGH ACCOUNTING OF THE HOSPITAL'S EFFORTS TO PROMOTE COMMUNITY HEALTH CAN BE READ IN THE REPORT, WHICH IS AVAILABLE AT HTTPS://STANFORDHEALTHCARE.ORG/ABOUT-US/COMMUNITY-PARTNERSHIPS.HTML. BELOW IS A LISTING OF STANFORD HEALTH CARE'S SERVICES AND ACTIVITIES THAT PROMOTE THE HEALTH OF THE COMMUNITY WE SERVE: HEALTH PROFESSIONS EDUCATION THE HOSPITAL IS A MAJOR EMPLOYER IN THE COMMUNITY IT SERVES AND, AS AN ACADEMIC MEDICAL CENTER, INVESTS SIGNIFICANTLY IN TRAINING THE HEALTH CARE PROFESSIONALS OF THE FUTURE. THE HOSPITAL IS A MAJOR PROVIDER OF TRAINING FOR RESIDENT PHYSICIANS, FELLOWS AND MEDICAL STUDENTS, NURSES, AND ALLIED HEALTH PROFESSIONS FROM AROUND THE REGION FROM VARIOUS ORGANIZATIONS. COMMUNITY HEALTH IMPROVEMENT THE HOSPITAL CONDUCTS MULTIPLE PROGRAMS THAT ARE OFFERED AT NO COST TO COMMUNITY MEMBERS AND SEEKS TO IMPROVE THE HEALTH AND HEALTH KNOWLEDGE OF THE COMMUNITY. THESE ACTIVITIES INCLUDE CLINICAL TRIALS INFORMATION AND ENROLLMENT SERVICES, HEALTH INSURANCE ENROLLMENT SERVICES FOR LOW-INCOME ADULTS AND CHILDREN, COMMUNITY HEALTH EDUCATIONS PROGRAMS, SUPPORTIVE CARE PROGRAMS FOR CANCER AND NEUROSCIENCE PATIENTS, AND ONGOING RESEARCH IN THE AREAS OF CARE DELIVERY AND QUALITY IMPROVEMENT. COMMUNITY BUILDING ACTIVITIES THE HOSPITAL PARTICIPATES IN A MYRIAD OF COMMUNITY BUILDING ACTIVITIES THAT SEEK TO IMPROVE THE COMMUNITY'S HEALTH AND SAFETY. THESE SERVICES AND ACTIVITIES ARE EITHER PROVIDED BY THE HOSPITAL ITSELF OR INVOLVE SUPPORT FOR COMMUNITY ORGANIZATIONS WORKING IN THE AREAS OF: POVERTY, HOMELESSNESS, ECONOMIC DEVELOPMENT, ETC. HOSPITAL LEADERSHIP ALSO VOLUNTEERS THEIR EXPERTISE ON MULTIPLE COMMUNITY NONPROFIT BOARDS WORKING TO IMPROVE THE HEALTH OF THE COMMUNITY. THE HOSPITAL ALSO SUPPORTS LOCAL EMERGENCY MANAGEMENT EFFORTS, SUPPORTS ECONOMIC AND WORKFORCE DEVELOPMENT IN THE REGION, AND ADVOCATES FOR COMMUNITY HEALTH ISSUES. ACADEMIC MEDICAL CENTER - RESEARCH STANFORD HEALTH CARE IS PART OF STANFORD UNIVERSITY SCHOOL OF MEDICINE, THE WEST COAST'S OLDEST MEDICAL SCHOOL AND WORLDWIDE LEADER IN PATIENT CARE, EDUCATION, RESEARCH, AND INNOVATION. STANFORD HEALTH CARE IS PROUD TO BE THE PRIMARY TEACHING HOSPITAL OF STANFORD UNIVERSITY SCHOOL OF MEDICINE-ONE OF THE TOP RANKED ACADEMIC MEDICAL INSTITUTIONS IN THE COUNTRY. THROUGHOUT HISTORY, STANFORD UNIVERSITY SCHOOL OF MEDICINE HAS BEEN HOME TO CUTTING-EDGE MEDICAL ADVANCES, INCLUDING THE FIRST SUCCESSFUL ADULT HUMAN HEART TRANSPLANT IN THE COUNTRY AND THE FIRST COMBINED HEART-LUNG TRANSPLANT IN THE WORLD. STANFORD HEALTH CARE FUNDS ONGOING RESEARCH THROUGH STANFORD UNIVERSITY SCHOOL OF MEDICINE THAT SEEKS TO IMPROVE THE HEALTH OF OUR COMMUNITY. PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM IN MAY 2015, THE HOSPITAL COMMITTEE FOR THE LIVERMORE-PLEASANTON AREAS (VCHS) BECAME AN AFFILIATE OF STANFORD HEALTH CARE (SHC). VCHS PARTNERS WITH SHC TO SERVE THE EAST BAY'S TRI-VALLEY REGION OF LIVERMORE, DUBLIN AND PLEASANTON. VCHS'S FACILITIES IN LIVERMORE, DUBLIN AND PLEASANTON INCLUDE VALLEY MEDICAL CENTER, EMERGENCY SERVICES AND TWO URGENT CARE CENTERS. VCHS ALLOWS SHC TO EXPAND ITS PRESENCE IN THE CRITICAL TRI-VALLEY AREA BY PARTNERING WITH A HIGH QUALITY, HIGH VALUE COMMUNITY HOSPITAL. VCHS WILL PARTICIPATE IN ALL THREE OF SHC'S MISSIONS BY PROVIDING SHC'S LEADING EDGE CLINICAL CARE IN THE VCHS COMMUNITY, TRAINING FUTURE MEDICAL LEADERS THROUGH RESIDENCY ROTATIONS AND OTHER ACADEMIC PURSUITS, AND PROVIDING THE TRI-VALLEY AREA INCREASED ACCESS TO CLINICAL TRIALS FOR LIFE-SAVING TREATMENTS. IN ADDITION, SHC'S GROWING EXPERTISE IN POPULATION AND PRECISION HEALTH WILL BE LEVERAGED TO SERVE THIS COMMUNITY. EFFECTIVE JULY 26, 2022, STANFORD HEALTH CARE-VALLEYCARE (FORMERLY VCHS) HAS CHANGED ITS NAME TO STANFORD HEALTH CARE TRI-VALLEY. PART VI, LINE 7 ALL STATES IN WHICH ORGANIZATION FILES A COMMUNITY BENEFIT REPORT: CALIFORNIA true AMBULATORY SURGERY ACCESS COALITION 353 KEARNY STREET SUITE 201 SAN FRANCISCO CA 94103 943180356 501(C)(3) 126000 HEALTHCARE ACCESS AND DELIVERY ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT 2400 MOORPARK AVENUE SUITE 300 SAN JOSE CA 95128 942292491 501(C)(3) 14000 BEHAVIORAL HEALTH AVENIDAS 450 BRYANT STREET PALO ALTO CA 94301 941480548 501(C)(3) 195000 HEALTHCARE ACCESS AND DELIVERY DESTINATION HOME 3180 NEWBERRY DRIVE SUITE 200 SAN JOSE CA 95118 823353174 501(C)(3) 500000 HOUSING/HOMELESSNESS DOWNTOWN STREETS INC 1671 THE ALAMEDA SUITE 306 SAN JOSE CA 95126 205242330 501(C)(3) 214000 ECONOMIC SECURITY ESCUELA POPULAR DEL PUEBLO 149 N WHITE ROAD SAN JOSE CA 95127 770354277 501(C)(3) 5420 COST OF GOODS & SVCS FURNITURE DONATION FURNITURE DONATION FUTURO HEALTH 1610 R STREET SACRAMENTO CA 95811 843847958 501(C)(3) 175000 ECONOMIC SECURITY TARGETED AT UNDERREPRESENTED TALENT PIPELINE GO COPIA PBC 1968 S COAST HWY LAGUNA BEACH CA 92651 471068807 170(E) 253985 FMV PER POUND BASIS FOOD DONATION FOOD DONATION HABITAT FOR HUMANITY EAST BAY SILICON VLY 2619 BROADWAY NO025 OAKLAND CA 94612 943053687 501(C)(3) 15200 COST OF GOODS & SVCS FURNITURE DONATION FURNITURE DONATION JOBTRAIN INC 1200 OBRIEN DR MENLO PARK CA 94025 941712371 501(C)(3) 69095 ECONOMIC SECURITY LIFEMOVES 2550 GREAT AMERICA WY SANTA CLARA CA 95054 770160469 501(C)(3) 400000 7707 FMV PER ITEM CLOTHING DONATION BEHAVIORAL HEALTH MOMENTUM FOR HEALTH 1922 THE ALAMEDA SAN JOSE CA 95126 941496052 501(C)(3) 150000 BEHAVIORAL HEALTH PENINSULA COLLEGE FUND 526 VALLEY WAY MILPITAS CA 95035 264293269 501(C)(3) 39500 ECONOMIC SECURITY PENINSULA HEALTHCARE CONNECTION INC 33 ENCINA AVENUE 103 PALO ALTO CA 94301 202886131 501(C)(3) 550644 HEALTHCARE ACCESS & BEHAVIORAL HEALTH PENINSULA VOLUNTEERS INC 800 MIDDLE AVENUE MENLO PARK CA 94025 941294939 501(C)(3) 7266 COST OF GOODS & SVCS EQUIPMENT DONATION EQUIPMENT DONATION PROJECT MORE FOUNDATION 1700 DE LA CRUZ BLVD SANTA CLARA CA 95050 464234256 501(C)(3) 7500 HEALTHCARE ACCESS & ECONOMIC SECURITY WE HOPE PO BOX 50624 EAST PALO ALTO CA 94303 943342713 501(C)(3) 231750 1216 COST OF GOODS & SVCS Hygiene products ECONOMIC SECURITY PUBLIC HEALTH INSTITUTE 555 12TH ST STE 600 OAKLAND CA 94607 941646278 501(C)(3) 252380 HEALTHCARE ACCESS AND DELIVERY REBUILDING TOGETHER PENINSULA 841 KAYNYNE STREET REDWOOD CITY CA 94063 943106209 501(C)(3) 18800 864 COST OF GOODS & SVCS NUTRITIONAL SUPPORT HOUSING ROOTS COMMUNITY HEALTH CENTER 7272 MAC ARTHUR BLVD OAKLAND CA 94605 262583954 501(C)(3) 113855 BEHAVIORAL HEALTH SAMARITAN HOUSE 4031 PACIFIC BOULEVARD SAN MANTEO CA 94403 237416272 501(C)(3) 293037 13731 COST OF GOODS & SVCS EQUIPMENT DONATIONS HEALTHCARE ACCESS AND DELIVERY SECOND HARVEST OF SILICON VALLEY 750 CURTNER AVENUE SAN JOSE CA 95125 942614101 501(C)(3) 378000 ECONOMIC SECURITY SENIOR COASTSIDERS INC 925 MAIN STREET HALF MOON BAY CA 94019 943119310 501(C)(3) 35000 ECONOMIC SECURITY SONRISAS DENTAL HEALTH INC 430 N EL CAMINO REAL SAN MATEO CA 94401 943390196 501(C)(3) 76000 HEALTHCARE ACCESS & DELIVERY SOUTH COUNTY COMMUNITY HEALTH CENTER INC 1885 BAY ROAD EAST PALO ALTO CA 94303 943372130 501(C)(3) 250000 HEALTHCARE ACCESS AND DELIVERY STARVISTA 610 ELM STREET SAN CARLOS CA 94070 943094966 501(C)(3) 12000 BEHAVIORAL HEALTH THE BOARD OF TRUSTEES STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 104416806 68079 COST OF GOODS & SVCS LABORATORY SERVICES SUPPORT FOR MEDICAL TRAINING, RESEARCH, COMMUNITY HEALTH IMPROVEMENT ACTIVITIES THE HEALTH TRUST 3180 NEWBERRY DR STE 200 SAN JOSE CA 95118 946050231 501(C)(3) 350000 ECONOMIC SECURITY THE VALLEY MEDICAL CENTER FOUNDATION 2400 CLOVE DRIVE SAN JOSE CA 95128 770187890 501(C)(3) 10405 HEALTHCARE ACCESS & DELIVERY VOLUNTEERS FOR INTER-AMERICAN DEVELOPMENT 2424 FOURTH ST BERKELEY CA 94710 680249466 501(C)(3) 725553 COST OF GOODS & SVCS MEDICAL SUPPLIES MEDICAL SUPPLIES 29 1 PROCEDURES FOR MONITORING USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 FOLLOWING GRANT APPROVAL BY THE COMMUNITY HEALTH AND PARTNERSHIPS PROGRAM, SHC PROVIDES A GRANT AWARD LETTER/RESTRICTED USE LETTER TO THE GRANT RECIPIENT DETAILING THE TERMS OF THE GRANT, INCLUDING ALIGNING FUND USAGE WITH IDENTIFIED COMMUNITY HEALTH NEEDS, GRANT PERIOD, GRANT AWARD AMOUNT AND PAYMENT SCHEDULE, GRANT REPORTING SCHEDULE, AND GRANT GOALS AND OUTCOMES. THE GRANT RECIPIENT PROVIDES ELECTRONIC SIGNATURE AGREEING TO THE TERMS OF THE RESTRICTED USE LETTER AND VERIFYING RECEIPT OF PAYMENT. THE SHC GRANTS MANAGER MAINTAINS CONTACT THROUGHOUT THE GRANT PERIOD, VERIFYING APPROPRIATE USE OF FUNDS AND PROGRESS ON STATED GOALS AND OBJECTIVES. AT THE END OF THE GRANT PERIOD, FINAL GRANT REPORTS ARE REVIEWED BY THE GRANT MANAGER. COPIES OF ALL DOCUMENTS ARE KEPT ELECTRONICALLY BY THE COMMUNITY HEALTH AND PARTNERSHIPS PROGRAM. X true true X X X X X false true false false false false false true false DAVID ENTWISTLE PRESIDENT & CEO (SEE SCH O) 2106816 0 2322804 0 1488194 0 36300 0 60140 0 6014254 0 680883 0 QUINN MCKENNA EVP-CHIEF OP. OFFICER (SCH O) 1319528 0 1002036 0 591804 0 36300 0 45884 0 2995552 0 304340 0 LINDA HOFF EVP-CFO 1102720 0 795618 0 430206 0 173945 0 23874 0 2526363 0 112597 0 SRIDHAR SESHADRI SVP & PRESIDENT-CANCER CENTER 723627 0 371393 0 199061 0 42900 0 60908 0 1397889 0 0 0 DALE BEATTY SVP-CHIEF NURSE EXECUTIVE 612458 0 317769 0 131772 0 36300 0 23358 0 1121657 0 0 0 ALISON M KERR SVP-DESTINATION SERVICE LINES 660096 0 322913 0 159227 0 42900 0 25187 0 1210323 0 0 0 ELIZABETH OYEKAN VP-PHARMACY AND IMAGING SVCS 337268 0 73525 0 20856 0 32141 0 27112 0 490902 0 0 0 GARY FRITZ VP-APPLICATIONS 415728 0 156250 0 124714 0 36300 0 46171 0 779163 0 0 0 TIMOTHY SEAY-MORRISON SVP-SVC LIN&CHF AMB CARE OFCR 459951 0 117612 0 26389 0 70321 0 44267 0 718540 0 0 0 PRIYA SINGH EVP-CHIEF STRATEGY OFFICER 765087 213620 767400 0 175036 0 123338 0 8196 0 1839057 213620 72857 0 THOMAS Y KIM EVP-CHIEF MARKET DEV OFFICER 552474 0 279671 0 87209 0 36300 0 21838 0 977492 0 0 0 CAROL D RORIG SVP-CHIEF HR OFFICER 540423 0 274303 0 33427 0 73439 0 24769 0 946361 0 0 0 JAMES MARTIN JR SVP-CONTROLLER 529662 0 131364 0 125294 0 81475 0 23297 0 891092 0 40917 0 HELEN M WILMOT SVP-CHIEF FACIL GEN SVCS & PLN 531374 0 126697 0 81920 0 42900 0 51874 0 834765 0 0 0 ROSANNE ROTH FORMER CORPORATE SECRETARY 127869 0 0 0 39716 0 17001 0 15704 0 200290 0 0 0 ELIZABETH CHOI MGR - ADMINISTRATION 144780 0 17594 0 0 0 16309 0 21604 0 200287 0 0 0 JOHN YEE DIRECTOR (SEE SCHEDULE O) 0 276322 0 59735 0 6039 0 42250 0 30189 0 414535 0 0 PAUL KING DIRECTOR (SEE SCHEDULE O) 0 1467967 0 632969 0 364548 0 55500 0 22612 0 2543596 0 0 RANDALL LIVINGSTON DIRECTOR (SEE SCHEDULE O) 0 902039 0 0 0 724650 0 155468 0 39832 0 1821989 0 355556 LLOYD B MINOR MD DIRECTOR (SEE SCHEDULE O) 0 2272515 0 600000 0 10582 0 251750 0 37896 0 3172743 0 0 THOMAS MONTINE MD DIRECTOR 0 694037 0 315145 0 3696 0 30500 0 29482 0 1072860 0 0 JAY SHAH MD DIRECTOR 0 356443 0 210804 0 40000 0 11224 0 31405 0 649876 0 0 EILA SKINNER MD DIRECTOR 0 794024 0 504290 0 0 0 30500 0 39454 0 1368268 0 0 SCHEDULE J, PART I, LINE 1A 3 OFFICERS, 1 KEY EMPLOYEE, 1 HIGHEST COMPENSATED EMPLOYEE, AND 1 FORMER KEY EMPLOYEE RECEIVED HOUSING AS A TAXABLE BENEFIT AND THE AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). SCHEDULE J, PART I, LINE 4B STANFORD HEALTH CARE ("SHC") PROVIDES ALL SENIOR EXECUTIVES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS. FOR EACH CALENDAR YEAR, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR EACH PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION) AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) DEATH. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2023: DAVID ENTWISTLE $ 1,073,415 QUINN MCKENNA $ 479,274 LINDA HOFF $ 117,206 SRIDHAR B. SESHADRI $ 92,715 PRIYA SINGH $ 75,839 ALISON M. KERR $ 69,701 HELEN M. WILLMOT $ 65,344 DALE BEATTY $ 65,129 THOMAS Y. KIM $ 58,493 JAMES J. MARTIN, JR $ 42,592 GARY FRITZ $ 36,532 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED AND WERE PAID IN CALENDAR 2023 ARE REPORTED IN COLUMN (F). PAUL KING PARTICIPATES IN A DEFERRED COMPENSATION PLAN AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL, A RELATED ORGANIZATION. AMOUNTS CREDITED TO THE PLAN ARE BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT IF CERTAIN CONDITIONS ARE MET. CERTAIN BONUS AMOUNTS MAY BE DEFERRED AND PAID IN A LATER YEAR SUBJECT TO IRC SECTION 457(F). RANDALL LIVINGSTON AND LLOYD B. MINOR PARTICIPATE IN A DEFERRED COMPENSATION PLAN AT STANFORD UNIVERSITY, A RELATED ORGANIZATION. AMOUNTS CREDITED TO THE PLAN ARE BASED ON PERFORMANCE AND CERTAIN OTHER FACTORS. PLAN BALANCES ARE SUBJECT TO FORFEITURE AND/OR PAYMENT IF CERTAIN CONDITIONS ARE MET. CERTAIN BONUS AMOUNTS MAY BE DEFERRED AND PAID IN A LATER YEAR SUBJECT TO IRC SECTION 457(F). SCHEDULE J, PART I, LINE 7 & PART II, DESCRIPTION FOR COLUMN B(II) OFFICERS AND OTHERS WITH AMOUNTS IN THIS COLUMN RECEIVE BONUS AWARDS AND INCENTIVE COMPENSATION. THE ANNUAL INCENTIVE PLAN (AIP) IS BASED ON ACHIEVING CERTAIN GOALS ESTABLISHED PRIOR TO THE NEW FISCAL YEAR. THE GOALS ARE BASED ON THE FOCUSED AREAS, SUCH AS PATIENT CARE, QUALITY/SAFETY SERVICE, FINANCIAL RESULT, AND DEPARTMENT/PERSONAL PERFORMANCE. SCHEDULE J, PART II, DESCRIPTION FOR COLUMN B(III) OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B(III) INCLUDES HOUSING ASSISTANCE, SERP CASH DISTRIBUTION, GRANT MONIES, ACCRUED VACATION PAY OUT, GROUP TERM LIFE, AND TAXABLE MOVING ASSISTANCE. IN ADDITION, SHC HAS PROVIDED VARIOUS ITEMS OF "LISTED PROPERTY" (E.G. COMPUTERS AND PERIPHERALS) TO THE ABOVE LISTED EMPLOYEES PRINCIPALLY FOR THEIR BUSINESS USE. SCHEDULE J, PART II DIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SHC. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II. A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13033LNX1 2008-06-02 428500000 2008 SERIES AB-SEE PART VI true false false B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13033L8Q3 2015-06-30 180626500 2015 SERIES AB-SEE PART VI true false false C CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13032UQR2 2017-12-28 530337859 2017 SERIES A-SEE PART VI false false false D CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13032UVN5 2020-04-01 190005327 2020 SERIES A-SEE PART VI false false false A 260300000 0 428500000 0 0 0 0 0 0 0 428500000 0 2008 true false true true B 75000000 0 182519359 0 0 0 0 0 0 182519359 0 0 2019 false false true true C 0 0 563990753 0 0 0 0 0 0 0 563990753 0 2017 false true true true D 0 0 190012515 0 0 0 0 0 0 130005327 60007188 0 2020 true false true true A false true true true false 0.00090 0.00000 0.00090 false false false true B false true true true false 0.00000 0.00000 0.00000 false false false true C false true true true false 0.00010 0.00000 0.00010 false false false true D false true true true false 0.00000 0.00000 0.00000 false false false true A false false true true true true see part VI false true false 0 false true B false false false true false false 0 false 0 false true C false false true true false false 0 false 0 false true D false false true true false false 0 false 0 false true A true B true C true D true TAX EXEMPT BONDS FORM 990, SCHEDULE K, PART I BOND ISSUES: A CUSIP#: 13033LNX1 - ORIGINAL CUSIP IN TAX CERTIFICATE IS NO LONGER OUTSTANDING SERIES: 2008 SERIES A&B DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF 2006 SERIES A & B DATE OF ISSUE OF REFUNDED BONDS: MARCH 09, 2006 BOND ISSUES: B CUSIP#: 13033L8Q3 SERIES: 2015 SERIES A & B DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL 2015B LEGALLY DEFEASED IN APRIL 2021 BOND ISSUES: C CUSIP#: 13032UQR2 SERIES: 2017 SERIES A DESCRIPTION OF PURPOSE: ADVANCED REFUNDING OF A PORTION OF 2008A, A PORTION OF 2010A AND ENTIRE 2010B ISSUE DATE OF ISSUE OF REFUNDED BONDS: 06/02/2008 (2008A BONDS) & 06/16/2010 (2010A & 2010B BONDS) BOND ISSUES: D CUSIP#: 13032UVN5 SERIES: 2020 SERIES A DESCRIPTION OF PURPOSE: CONSTRUCTION OF REPLACEMENT ACUTE CARE HOSPITAL FACILITY AND RENOVATION OF PORTIONS OF EXISTING ACUTE CARE HOSPITAL. CURRENT REFUNDING OF THE 2012C ISSUE DATE OF ISSUE OF REFUNDED BONDS: MAY 23, 2012 (2012C BONDS) PART II, COLUMN (B), LINE 3 : THIS AMOUNT DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS PART II, COLUMN (C), LINE 3 : THIS AMOUNT DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS PART II, COLUMN (D), LINE 3 : THIS AMOUNT DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS PART III, LINE 4, COLUMN (B) EQUITY WAS ALLOCATED TO PRIVATE USE SPACES WHICH RESULTED IN ZERO PERCENT PRIVATE USE FOR THESE BONDS PART III, LINE 4, COLUMN (D) EQUITY WAS ALLOCATED TO PRIVATE USE SPACES WHICH RESULTED IN ZERO PERCENT PRIVATE USE FOR THESE BONDS PART IV, LINE 2C, COLUMN (A) - REBATE CALCULATION DATE FOR SERIES 2008: 08/31/2024 PART IV, LINE 2C, COLUMN (B) - REBATE CALCULATION DATE FOR SERIES 2015: 08/31/2024 PART IV, LINE 2C, COLUMN (C) - REBATE CALCULATION DATE FOR SERIES 2017: 08/31/2024 PART IV, LINE 2C, COLUMN (D) - REBATE CALCULATION DATE FOR SERIES 2020: 08/31/2024 PART IV ISSUE A: SERIES: 2008 SERIES B1 AND 2008 SERIES B2 NAME OF PROVIDER: DEUTSCHE BANK AG* TERM OF HEDGE: 10 TERMINATED: 02/26/2014 NOVATED FROM ORIGINAL COUNTERPARTY, J.P. MORGAN CHASE BANK N.A. EFFECTIVE JANUARY 1, 2011 PART IV, LINE 3: 2015B WERE VARIABLE BONDS (DEFEASED AND RETIRED IN APRIL 2021). 2008B ARE VARIABLE RATE BONDS A CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13032UYT9 2021-04-30 175002141 2021 SERIES A-SEE PART VI false false false B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13032UH68 2023-09-27 300004540 2023 SERIES A-SEE PART VI false false false A 0 0 175002141 0 0 0 0 0 0 0 175002141 0 2021 true false true true B 0 0 300004540 0 0 0 0 0 0 300004540 0 0 2023 false false true true A false true true true false 0.00000 0.00000 0.00000 false false false true B false true true true false 0.00000 0.00000 0.00000 false false false true A false false true true false false 0 false 0 false true B false false true true false false 0 false 0 false true A true B true TAX-EXEMPT BONDS FORM 990, SCHEDULE K, PART 1 BOND ISSUES: A CUSIP#: 13032UYT9 SERIES: 2021 SERIES A DESCRIPTION OF PURPOSE: CURRENT REFUNDING OF THE 2012D & 2015B ISSUES DATE OF ISSUE OF REFUNDED BONDS: MAY 23, 2012 (2012D BONDS) & JUNE 30, 2015 (2015B BONDS) BOND ISSUES: B CUSIP#: 13032UH68 SERIES: 2023 SERIES A DESCRIPTION OF PURPOSE: RE- DESIGN, REMODEL AND RENOVATION OF SHC'S ORIGINAL HOSPITAL FACILITY (300P RENEWAL PROJECT) PART II, LINE 13, COLUMN (B) REPRESENTS THE YEAR ALL FUNDS WERE ALLOCATED TO THE 300P RENEWAL PROJECT. THE PROJECT IS EXPECTED TO BE FULLY COMPLETED IN LATE CY2029 PART III, LINE 4, COLUMN (A) - EQUITY WAS ALLOCATED TO PRIVATE USE SPACES WHICH RESULTED IN ZERO PERCENT PRIVATE USE FOR THESE BONDS PART III, LINE 4, COLUMN (B) - EQUITY WAS ALLOCATED TO PRIVATE USE SPACES WHICH RESULTED IN ZERO PERCENT PRIVATE USE FOR THESE BONDS PART IV, LINE 2C, COLUMN (A) - REBATE CALCULATION DATE FOR SERIES 2021: 08/31/2024 PART IV, LINE 2C, COLUMN (B) - REBATE CALCULATION DATE FOR SERIES 2023: 10/28/2024 DAVID ENTWISTLE OFFICER HOUSING LOAN X 1000000 1000000 false true true DAVID ENTWISTLE OFFICER HOUSING LOAN X 1000000 1000000 false true true LINDA HOFF OFFICER HOUSING LOAN X 953000 703000 false true true DALE BEATTY KEY EMPLOYEE HOUSING LOAN X 500000 500000 false true true GARY FRITZ FORMER KEY EMPLOYEE HOUSING LOAN X 300000 300000 false true true 3503000 SCHEDULE L, PART II LOANS TO/FROM INTERESTED PERSONS EACH LOAN TO AN INTERESTED PERSON IS MADE FROM STANFORD HEALTH CARE (SHC) TO THE INDIVIDUAL (COLUMN D). NONE OF THE LOANS ARE IN DEFAULT (COLUMN G). ALL LOANS HAVE BEEN APPROVED BY THE BOARD OF DIRECTORS (COLUMN H) AND, FOR EACH LOAN ISSUED, THERE EXISTS A WRITTEN AGREEMENT BETWEEN SHC AND THE BORROWER (COLUMN I). THE LOANS TO INTERESTED PERSONS FALL UNDER FOUR CATEGORIES: MORTGAGE ASSISTANCE PROGRAM (MAP), DEFERRED INTEREST PROGRAM (DIP), REDUCED INTEREST PROGRAM (RIP), AND ZERO INTEREST PROGRAM (ZIP). FOR CERTAIN LOANS, SHC WILL SHARE IN ANY APPRECIATION IN VALUE OF THE PROPERTY AT THE TIME OF REPAYMENT BASED ON ITS PERCENTAGE OF OWNERSHIP INTEREST. APPRECIATION IS THE DIFFERENCE BETWEEN THE DUE DATE FAIR MARKET VALUE OF THE PROPERTY AND THE ORIGINAL PURCHASE PRICE. THE MORTGAGE ASSISTANCE PROGRAM LOAN (MAP) IS A NON-AMORTIZING, INTEREST ONLY HOME LOAN REQUIRING THE PRINCIPAL TO BE PAYABLE AT THE TIME OF SALE, PREPAYMENT OR REFINANCING. THE DEFERRED INTEREST PROGRAM LOAN (DIP) IS A NON-AMORTIZING HOME LOAN REQUIRING NO PAYMENT UNTIL THE PRINCIPAL AND DEFERRED INTEREST ARE DUE AT THE TIME OF SALE, PREPAYMENT OR REFINANCING. THE REDUCED INTEREST PROGRAM LOAN (RIP) IS A NON-AMORTIZING, INTEREST ONLY HOME LOAN REQUIRING PRINCIPAL TO BE PAYABLE AT THE TIME OF SALE, PREPAYMENT, OR REFINANCING. THE ZERO INTEREST PROGRAM LOAN (ZIP) IS A NON-AMORTIZING, ZERO INTEREST HOME LOAN, REQUIRING PRINCIPAL TO BE PAYABLE AT THE TIME OF SALE, PREPAYMENT OR REFINANCING. MISSION FORM 990, PART I, LINE 1 & PART III, LINE 1 STANFORD HEALTH CARE ("SHC") IS A NON-PROFIT CALIFORNIA PUBLIC BENEFIT CORPORATION OF WHICH THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (THE "UNIVERSITY") IS THE SOLE MEMBER. THE OBJECTIVE AND THE PURPOSE OF SHC IS TO PROVIDE PATIENT CARE SERVICES, SUPPORT, BENEFIT AND FURTHER THE CHARITABLE, AND SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE UNIVERSITY AND THE UNIVERSITY'S SCHOOL OF MEDICINE. SHC OPERATES A LICENSED ACUTE CARE HOSPITAL, CANCER CENTERS IN PALO ALTO AND SAN JOSE, AN AMBULATORY OUTPATIENT CENTER IN REDWOOD CITY AND NUMEROUS OUTPATIENT PHYSICIAN CLINICS IN THE SAN FRANCISCO BAY AREA, IN COMMUNITY SETTINGS AND IN ASSOCIATION WITH REGIONAL HOSPITALS. STANFORD HEALTH CARE HAS A MISSION TO CARE, TO EDUCATE, AND TO DISCOVER. SHC'S VISION STATEMENT IS HEALING HUMANITY THROUGH SCIENCE AND COMPASSION, ONE PATIENT AT A TIME. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A STANFORD HEALTH CARE ("SHC") IS KNOWN W0RLDWIDE FOR ADVANCED PATIENT CARE PROVIDED BY ITS PHYSICIANS AND STAFF, PARTICULARLY IN AREAS SUCH AS CARDIAC CARE, CANCER TREATMENT, NEUROLOGY, NEUROSURGERY, ORTHOPEDICS, SURGERY AND ORGAN TRANSPLANTS. SHC HAD 35,951 PATIENT DISCHARGES. SHC HAD 270,407 PATIENT DAYS INCLUDING ACUTE, BEHAVIORIAL HEALTH, AND SHORT STAY OUTPATIENT. TOTAL OUTPATIENT AND EMERGENCY ROOM VISITS WERE 1,266,628 FOR THE FISCAL YEAR ENDED AUGUST 31, 2024. EXECUTIVE COMMITTEE FORM 990, PART VI, LINE 1A IF A MATTER NORMALLY REQUIRING ACTION BY THE BOARD OF DIRECTORS ARISES BETWEEN MEETINGS OF THE BOARD AND IS A MATTER WHICH, IN THE OPINION OF ANY FOUR (4) OUT OF SIX (6) OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE DEAN OF THE STANFORD UNIVERSITY SCHOOL OF MEDICINE, THE PRESIDENT OF THE CORPORATION, THE CHAIR OF THE FINANCE COMMITTEE AND THE CHAIR OF THE AUDIT COMMITTEE, REQUIRES ACTION BY THE BOARD BEFORE THE NEXT REGULAR OR SPECIAL MEETING OF THE BOARD, THEN ANY FOUR (4) OR MORE OUT OF THOSE SIX (6) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD OF DIRECTORS, ARE AUTHORIZED JOINTLY TO TAKE WHATEVER ACTION IS NECESSARY TO RESOLVE THE MATTER, AND SUCH ACTION WILL CONSTITUTE AUTHORIZED ACTION OF THE BOARD TO THE SAME EXTENT AS IF IT HAS BEEN ADOPTED AT A MEETING OF THE BOARD; PROVIDED, HOWEVER, THAT AT LEAST ONE (1) OF THE FOUR (4) DIRECTORS ACTING AS A COMMITTEE OF THE BOARD PURSUANT TO THIS SECTION SHALL NOT BE EMPLOYED BY STANFORD HEALTH CARE, LUCILE SALTER PACKARD CHILDREN'S HOSPITAL OR STANFORD UNIVERSITY AND PROVIDED, FURTHER, THAT THE DIRECTORS ACTING AS A COMMITTEE OF THE BOARD SHALL NOT IN ANY CASE BE AUTHORIZED BY THIS SECTION TO EXERCISE THOSE POWERS WHICH BY LAW, THE ARTICLES OF INCORPORATION, THESE BYLAWS OR SPECIFIC ACTION BY THE MEMBER, SET FORTH IN A RESOLUTION OF THE MEMBER, MAY BE EXERCISED ONLY BY THE MEMBER OR MAY NOT BE DELEGATED TO A COMMITTEE OF THE BOARD. FAMILY/BUSINESS RELATIONSHIPS FORM 990, PART VI, LINE 2 THE FOLLOWING INDIVIDUALS ARE DIRECTORS AT LUCILE SALTER PACKARD CHILDREN'S HOSPITAL: LLOYD B. MINOR MD DAVID ENTWISTLE RANDALL LIVINGSTON PAUL KING MINDY B. ROGERS AMIT SINHA MARC E. JONES JONATHAN COSLET THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD UNIVERSITY: LLOYD B. MINOR MD RANDALL LIVINGSTON MARK LESLIE THE FOLLOWING INDIVIDUALS ARE AN OFFICERS AT STANFORD UNIVERSITY: RANDALL LIVINGSTON LLOYD B. MINOR MD THE FOLLOWING INDIVIDUALS ARE TRUSTEES AT STANFORD UNIVERSITY: MARC E. JONES MINDY B. ROGERS AMIT SINHA CAROL LAM THE FOLLOWING INDIVIDUALS ARE MANAGERS AT STANFORD PET-CT LLC: DAVID ENTWISTLE QUINN MCKENNA LLOYD B. MINOR MD THE FOLLOWING INDIVIDUALS ARE VOTING BOARD MEMBERS AT SUMIT HOLDING INTERNATIONAL, LLC: DAVID ENTWISTLE LINDA HOFF PAUL KING THE FOLLOWING INDIVIDUALS ARE VOTING BOARD MEMBERS AT SUMIT INSURANCE COMPANY, LTD.: DAVID ENTWISTLE LINDA HOFF PAUL KING LLOYD B. MINOR MD THE FOLLOWING INDIVIDUALS ARE CLASS A SUBSCRIBER VOTING MEMBERS AT THE PROFESSIONAL EXCHANGE ASSURANCE COMPANY: (AS OF 9/1/2020) DAVID ENTWISTLE LINDA HOFF PAUL KING MANAGEMENT DUTIES FORM 990, PART VI, LINE 3 STANFORD HEALTH CARE (SHC) CONTRACTS WITH THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY (THE "UNIVERSITY") FOR SERVICES PROVIDED BY FACULTY PHYSICIANS EMPLOYED BY THE UNIVERSITY SCHOOL OF MEDICINE ("SOM"), INCLUDING CERTAIN ADMINISTRATIVE SERVICES PROVIDED BY DR. SAMUEL WALD AND DR. MICHAEL PFEFFER. DR. SAMUEL WALD AND DR. MICHAEL PFEFFER EXERCISE SIGNIFICANT MANAGEMENT AUTHORITY OVER THE PERIOPERATIVE AND INTERVENTIONAL PLATFORM OF STANFORD HEALTH CARE (SHC). DR. WALD'S CALENDAR YEAR 2023 COMPENSATION FROM THE UNIVERSITY RELATED TO HIS SHC ADMINISTRATIVE ROLE IS $898,631, AND DR. PFEFFER'S CALENDAR YEAR 2023 COMPENSATION FROM THE UNIVERSITY RELATED TO HIS SHC ADMINISTRATIVE ROLE IS $1,118,992. MEMBERS FORM 990, PART VI, LINE 6 STANFORD UNIVERSITY IS THE SOLE MEMBER OF STANFORD HEALTH CARE ("SHC"). ELECTION BY MEMBERS FORM 990, PART VI, LINE 7A STANFORD UNIVERSITY, AS THE SOLE MEMBER OF SHC, ELECTS THE SHC BOARD OF DIRECTORS. FORM 990, PART VI, LINE 7B THE SOLE MEMBER, STANFORD UNIVERSITY, MAY REMOVE AN ELECTED DIRECTOR AT ANY TIME WITHOUT CAUSE. REVIEW OF FORM 990 FORM 990, PART VI, LINE 11B THE 990 TAX RETURN IS PREPARED BY THE FINANCE DEPARTMENT OF SHC. THE FINANCIAL DATA IS EXTRACTED FROM THE AUDITED FINANCIAL STATEMENT AND SUPPLEMENTAL INFORMATION AUDITED BY THE INDEPENDENT ACCOUNTING FIRM OF PRICEWATERHOUSECOOPERS (PWC). COMPENSATION DATA IS EXTRACTED FROM PAYROLL RECORDS. OTHER INFORMATION IS PROVIDED BY THE RELEVANT AREAS WITH EXPERTISE IN SHC. UPON COMPLETION, THE RETURN IS REVIEWED BY THE SENIOR MANAGEMENT OF SHC, THE COUNSEL OF SHC, STANFORD UNIVERSITY TAX DEPARTMENT AND EXTERNAL TAX ACCOUNTANT (PWC). THE DRAFT FORM 990 IS REVIEWED AT THE AUDIT AND COMPLIANCE COMMITTEE MEETING. THE FORM 990 IS THEN FORWARDED TO ALL BOARD MEMBERS FOR THEIR REVIEW. THE CFO OF SHC AND PWC AS PAID PREPARER SIGN THE RETURN PRIOR TO FILING WITH IRS. CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN INITIAL CONFLICT-OF-INTEREST DISCLOSURE STATEMENT ("DISCLOSURE STATEMENT") WITHIN 30 DAYS OF BEGINNING SERVICE AT SHC. ADDITIONALLY, AN UPDATED DISCLOSURE STATEMENT IS REQUIRED THEREAFTER ON AN ANNUAL BASIS. FURTHERMORE, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO UPDATE THEIR DISCLOSURE STATEMENT WITHIN TEN (10) BUSINESS DAYS OF A MATERIAL CHANGE IN THEIR SITUATIONS THAT MAY CREATE AN ACTUAL OR PERCEIVED CONFLICT-OF-INTEREST. A DISCLOSURE THAT APPEARS TO BE A CONFLICT WILL BE RESOLVED BY A MUTUAL AGREEABLE PLAN WITH THE VICE PRESIDENT OF HUMAN RESOURCES THAT OUTLINES THE STEPS THE OFFICER, DIRECTOR OR KEY EMPLOYEE MUST TAKE TO RECTIFY THE CONFLICT. IN MATTERS THAT ARE UNCLEAR OR QUESTIONABLE, THE OFFICE OF CHIEF COMPLIANCE OFFICER WILL BE CONSULTED FOR A RULING. IF FURTHER INQUIRY IS NECESSARY THE OFFICE OF THE GENERAL COUNSEL WILL BE CONSULTED FOR A RULING. PROCEDURES FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR SHC'S CEO AND OTHER TOP MANAGEMENT REQUIRES COMPENSATION TO BE REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT, WHO PROVIDES THE COMMITTEE WITH COMPARABLE MARKET DATA FROM THE FORMS 990 OF COMPARABLE ORGANIZATIONS SUPPLEMENTED BY PUBLISHED COMPENSATION AND BENEFITS SURVEYS TO BE CONSIDERED IN EVALUATING TOTAL COMPENSATION PACKAGES FOR EACH INDIVIDUAL EXECUTIVE. THE COMMITTEE CONDUCTS A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTS ITS DELIBERATIONS AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF SHC. THE VALUE OF EACH PAY ELEMENT AND THE TOTAL PACKAGE ARE REVIEWED IN NOVEMBER PRIOR TO ANY PAY ACTIONS BEING APPROVED BY THE COMPENSATION COMMITTEE. SPECIFIC FACTS AND CIRCUMSTANCES OF EACH ROLE, INCUMBENT, THEIR PERFORMANCE, SKILLS AND RESPONSIBILITIES ARE REVIEWED AND ASSESSED INDIVIDUALLY. THE COMMITTEE RECEIVES RECOMMENDATIONS FROM THE CEO AS TO PAY ACTIONS FOR EACH INCUMBENT. THESE RECOMMENDATIONS ARE DISCUSSED AND THE RESULTS OF THE DELIBERATIONS ARE DOCUMENTED AS TO THE FINAL PAY ACTION APPROVED ALONG WITH THE RATIONALE FOR THE DECISION. THIS PROCESS OCCURS ANNUALLY AND IN CONJUNCTION WITH ANY PROGRAMMATIC CHANGE THAT COULD POTENTIALLY IMPACT THE PAY OR BENEFITS OF EXECUTIVES. AVAILABILITY OF GOVERNING DOCUMENTS FORM 990, PART VI, LINE 19 COPIES OF THE FINANCIAL STATEMENTS ARE AVAILABLE ON SHC'S WEBSITE. FURTHERMORE, THE STATEMENTS OF OPERATIONS AND BALANCE SHEET ARE PART OF THE UNIVERSITY'S ANNUAL REPORT POSTED ON THE ORGANIZATION'S PUBLIC WEBSITE. COPIES OF THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE GENERALLY NOT AVAILABLE FOR PUBLIC INSPECTION BUT REQUESTS WILL BE EVALUATED ON A CASE-BY-CASE BASIS. BOARD OF DIRECTORS CHANGES FORM 990, PART VII, SECTION A THE FOLLOWING BOARD MEMBERS RETIRED OR RESIGNED FROM THE BOARD OF DIRECTORS DURING FY24 AS NOTED: MARIANN BYERWALTER AS OF 8/31/2024 KAYE FOSTER AS OF 8/31/2024 MARK LESLIE AS OF 8/31/2024 HAMID MOGHADAM AS OF 8/31/2024 ROBERT SANTOS, MD AS OF 12/31/2023 THE FOLLOWING BOARD MEMBERS WERE APPOINTED TO THE BOARD DURING FY24 AS NOTED: CAROL LAM AS OF 09/01/2023 JOHN YEE AS OF 01/01/2024 HOURS AT RELATED ORGANIZATIONS FORM 990, PART VII, COLUMN B PAUL KING IS A DIRECTOR OF SHC. FOR FY24 HE WAS ALSO THE CEO OF THE LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD (LPCH), A RELATED ORGANIZATION. MR. KING RECEIVED COMPENSATION FROM LPCH FOR HIS SERVICES AT LPCH. KING RECEIVED NO COMPENSATION FOR HIS DUTIES AS A DIRECTOR OF SHC. LLOYD B. MINOR MD, MARK LESLIE, RANDALL LIVINGSON ARE DIRECTORS OF SHC. FOR FY24 THEY WERE EMPLOYED AT STANFORD UNIVERSITY (SU), A RELATED ORGANIZATION. THESE INDIVIDUALS RECEIVES COMPENSATION FROM SU FOR THEIR SERVICES AT SU. THEY RECEIVED NO COMPENSATION FOR DUTIES AS DIRECTORS OF SHC. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES INTEREST RATE SWAP MTM $ (2,071,517) 2003 BONDS SWAP PAYMENTS $ 149,171 2006/2008 BONDS SWAP PAYMENTS $ (339,827) 2012 BONDS SWAP PAYMENTS $ (636,099) EQUITY TRANSFER $ (29,452,148) CHANGE IN MINIMUM PENSION LIABILITY $ 52,900,000 LOSS ON EXTINGUISHIMENT OF SWAPS $ (7,732,075) COVID-19 FEMA $ (562,141) STAFF PENSION PLAN SETTLEMENT LOSS $ (51,688,000) SEROC BOOK/TAX DIFFERENCE $ (140,110) --------------- OTHER CHANGES IN NET ASSETS OR $ (39,572,746) FUND BALANCES CARE COUNSEL LLC 6937 VILLAGE PKWY BB DUBLIN CA 945682405 680396696 HEALTHCARE CA 1728830 328537 SHC STANFORD BLOOD CENTER LLC 3373 HILLVIEW AVENUE PALO ALTO CA 94304 810816100 MEDICAL CA 106210173 16870462 SHC THE BRD OF TRUST LELAND STANF JR UNIV 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 941156365 EDUCATION CA 501(C)(3) 2 NA false FUNDACION STANFORD UNIVERSITY EN CHILE AV CONDELL 189 PROVIDENCIA SANTIAGO CI EDUCATION CI 501(C)(3) N/A STANFORD true STANFORD HEALTH CARE TRI-VALLEY 1111 E STANLEY BLVD LIVERMORE CA 94550 941429628 HOSPITAL CA 501(C)(3) 3 SHC true JAEDAN BUPIN STANFORD CENTER IN THE REPU RESEARCH KS 501(C)(3) N/A STANFORD true LUCILE PACKARD FOUNDATION FOR CHILDREN'S 400 HAMILTON AVENUE SUITE 340 PALO ALTO CA 94301 770440090 HEALTHCARE CA 501(C)(3) 7 LPCH true LUCILE SALTER PACKARD CHILDREN'S HOSPITA 725 WELCH ROAD MC 5553 PALO ALTO CA 94304 770003859 HEALTHCARE CA 501(C)(3) 3 STANFORD true PACKARD CHILDREN'S HEALTH ALLIANCE 725 WELCH ROAD MC5551 PALO ALTO CA 94304 320359189 HEALTHCARE CA 501(C)(3) 3 LPCH true SHR HOLDINGS INC 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 943187167 REAL ESTATE CA 501(C)(25) N/A STANFORD true STANFORD FACULTY CLUB PO BOX 7229 STANFORD CA 94309 941187089 FAC INTERACT. CA 501(C)(7) N/A STANFORD true STANFORD FEDERAL CREDIT UNION 1860 EMBARCADERO RD PALO ALTO CA 94303 941492212 CREDIT UNION CA 501(C)(1) N/A STANFORD true STANFORD HABITAT CONSERVATION BOARD 415 BROADWAY REDWOOD CITY CA 94063 461882243 CONSERVATION CA 501(C)(3) 7 STANFORD true STANFORD PROGRAMME (CAPE TOWN) NPC WAVERLY BUSINESS PARK BLDG 11 CAPE TOWN SF EDUCATION SF 501(C)(3) N/A STANFORD true STANFORD UNIVERSITY BOOKSTORE 505 BROADWAY 6TH FLOOR MC1065 REDWOOD CITY CA 94063 940894150 SUPPORT CA 501(C)(3) 12A, I STANFORD true SU EMP BEN TRUST POST RETEMPYNT BEN 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 943246199 BENEFITS CA 501(C)(9) N/A STANFORD true THE DUDLEY E CHAMBERS FOUNDATION JP MORGAN CHASE PO BOX 3038 MILWAUKEE WI 53201 386841793 SUPPORT NY 501(C)(3) 12D, III-O STANFORD true THE FREIDENRICH SUPPORT FOUNDATION 485 BROADWAY MAILCODE 8838 REDWOOD CITY CA 94063 300519583 SUPPORT CA 501(C)(3) 12A, I STANFORD true THE HONG KONGSU CHARITABLE TRUST 1401 CAROLINE CENTER 28 PING ROAD CAUSEWAY HK 986078093 SUPPORT HK 501(C)(3) N/A STANFORD true THE STANFORD TRUST 65 HIGH STREET OXFORD UK OX1 46L SUPPORT UK 501(C)(3) N/A STANFORD true UNIVERSITY HEALTHCARE ALLIANCE 7999 GATEWAY BLVD STE 300 NEWARK CA 94560 943192446 HEALTHCARE CA 501(C)(3) 3 SHC true VALLEYCARE MEDICAL FOUNDATION INC 1111 E STANLEY BLVD LIVERMORE CA 94550 262593526 SR. FACILITY CA 501(C)(3) PF SHC-TV true VALLEYCARE SENIOR HOUSING 1111 E STANLEY BLVD LIVERMORE CA 94550 943382224 SR. 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CHARITABLE LEAD UNITRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. CHARITABLE REMAINDER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. OTHER TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. POOLED INCOME FUNDS ARE PRINCIPALLY DOMICILED IN CALIFORNIA.