2026-07-10T15:17:17-05:00 2025-08-31 PwC US Tax LLP 655 NEW YORK AVE NW STE 1100 WASHINGTON DC 20001 990 2024-09-01 946174066 STANFORD HEALTH CARE % CONTROLLER STAN 6507234000 300 PASTEUR DRIVE MC 5555 STANFORD CA 94305 ADAM HORST EVP - CFO 6507234000 2026-07-08 true true MICHAEL D HOFFMAN P01345551 2024141000 2026-07-07 2024 2025-03-06 01:10:19Z ADAM HORST 300 PASTEUR DRIVE MC 5230 STANFORD CA 94305 8691861071 false X HTTP://WWW.STANFORDHEALTHCARE.ORG X 1957 CA SEE SCHEDULE O 25 16 21810 845 2010881 0 8326657 29653238 7965157866 8372342274 73274355 274736092 2287174 2706569 8049046052 8679438173 109977793 85759330 0 0 3333841731 3656716152 0 0 17431823 4083112551 4252316834 7526932075 7994792316 522113977 684645857 12118920543 13566623450 4646874412 5095460235 7472046131 8471163215 X SEE SCHEDULE O false false 7581107893 85759330 8370331393 STANFORD HEALTH CARE ("SHC") IS KNOWN WORLDWIDE 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 37,555 PATIENT DISCHARGES. SHC HAD 272,995 PATIENT DAYS INCLUDING ACUTE, BEHAVIORIAL HEALTH, AND SHORT STAY OUTPATIENT. TOTAL OUTPATIENT AND EMERGENCY ROOM VISITS WERE 1,286,091 FOR THE FISCAL YEAR ENDED AUGUST 31, 2025. 7581107893 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 true false false false true true true true false false true 592 0 true 21810 true true true true BD false false false true true false false false false true false X 25 16 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) 42.75 7.25 X X 5284695 0 100938 LLOYD B MINOR MD DIRECTOR (SEE SCHEDULE O) 2.0 48.0 X 0 2987124 740160 QUINN MCKENNA EVP-CHIEF OP. OFFICER (SCH O) 46.0 4.0 X 2503267 0 86461 LINDA HOFF EVP-CFO 44.75 5.25 X 2388761 0 61217 PAUL KING DIRECTOR (SEE SCHEDULE O) 2.0 48.0 X 0 2255945 82336 RICHARD SHUMWAY EVP-CHIEF OPERATING OFFICER 25.0 25.0 X 0 1895817 117167 PRIYA SINGH EVP-CHIEF STRATEGY OFFICER 50.0 2.0 X 1715251 123000 133820 EILA SKINNER MD DIRECTOR 2.0 48.0 X 0 1470503 80562 SRIDHAR SESHADRI SVP & PRESIDENT-CANCER CENTER 50.0 0.0 X 1324455 0 109187 ALISON M KERR SVP-DESTINATION SERVICE LINES 50.0 0.0 X 1194330 0 70190 DALE BEATTY SVP-CHIEF NURSE EXECUTIVE 50.0 0.0 X 1174009 0 62659 THOMAS MONTINE MD DIRECTOR (SEE SCHEDULE O) 2.0 48.0 X 0 1135982 69301 RANDALL LIVINGSTON DIRECTOR (SEE SCHEDULE O) 2.0 48.0 X 0 971256 202739 THOMAS Y KIM EVP-CHIEF MARKET DEV OFFICER 48.5 1.5 X 920491 0 60257 JAMES MARTIN JR SVP-CONTROLLER 50.0 0.0 X 901787 0 57771 PAUL KHAVARI CHAIR (SEE SCHEDULE O) 2.0 48.0 X 0 844431 99000 CAROL D RORIG SVP-CHIEF HR OFFICER 50.0 0.0 X 773044 0 126670 HELEN M WILMOT SVP-CHIEF FACIL GEN SVCS & PLN 50.0 0.0 X 759125 0 101497 TIMOTHY SEAY-MORRISON SVP-SVC LIN&CHF AMB CARE OFCR 50.0 0.0 X 647050 0 132363 GARY FRITZ VP-APPLICATIONS 50.0 0.0 X 683948 0 85651 ELIZABETH OYEKAN VP-PHARMACY AND IMAGING SVCS 50.0 0.0 X 506881 0 89569 JAY SHAH MD DIRECTOR 2.0 48.0 X 0 508825 80448 JOHN YEE MD DIRECTOR 2.0 48.0 X 0 468538 46326 KRISTIN COLLINS DIR - CORPORATE GOVERNANCE 50.0 0.0 X 214912 0 46489 ELIZABETH CHOI MGR - ADMINISTRATION 50.0 0.0 X 174226 0 42575 SARA ABBASI DIRECTOR 2.0 0.0 X 0 0 0 SUSAN BECHTEL DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 JEFFERY BIRD MD DIRECTOR 2.0 0.0 X 0 0 0 WILLIAM BRODY MD DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 FARAH CHAMPSI DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 JONATHAN COSLET DIRECTOR 2.0 11.0 X 0 0 0 JONATHAN GARFINKEL DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 CECILIA HERBERT DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 MARC E JONES CHAIR (SEE SCHEDULE O) 2.0 5.0 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 CAROL LAM DIRECTOR 2.0 0.0 X 0 0 0 DENISE O'LEARY VICE CHAIR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 MINDY B ROGERS VICE CHAIR 2.0 2.0 X 0 0 0 JEFF ROTHSCHILD DIRECTOR 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 MIKE VOLPI DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 BESS WEATHERMAN DIRECTOR (SEE SCHEDULE O) 2.0 0.0 X 0 0 0 21166232 12661421 2885353 7070 true true false STANFORD UNIVERSITY 485 BROADWAY REDWOOD CITY CA 94063 PROF. SERVICES 1488082134 SWINERTON BUILDERS 2300 CLAYTON ROAD SUITE 800 CONCORD CA 94520 CONSTRUCTION COMPANY 23941537 SODEXO INC AFFILIATES 9801 WASHINGTONIAN BLVD 1 GAITHERSBURG MD 20878 FOOD SVCS AND MGT 21838793 AYA HEALTHCARE 5930 CORNERSTONE CRT W SUITE 300 SAN DIEGO CA 92121 HEALTHCARE STAFFING 16633567 SBAY CONSTRUCTION INC 1479 SARATOGA AVE STE 200 SAN JOSE CA 951294934 CONSTRUCTION COMPANY 16606874 405 10716160 5537356 13399722 25054380 29653238 PATIENT REVENUE 900099 8275806360 8275806360 OUTREACH LAB CLINIC 900099 17711797 17711797 EMPLOYER HEALTH CLINIC 900099 11040673 11040673 HOUSE STAFF 900099 34258378 34258378 CLINIC REVENUE 900099 15377645 15377645 18147421 16136540 2010881 8372342274 285723064 285723064 0 0 2706569 2706569 0 2706569 2706569 1435926 12422898 -10986972 -10986972 -10986972 0 0 0 0 0 0 0 0 0 0 8679438173 8370331393 2010881 277442661 85759330 85759330 0 0 0 13336725 3269566 8859423 1207736 0 2367793703 2225663376 134092990 8037337 245707905 226547840 14997307 4162758 834924756 749912616 83804257 1207883 194953063 182856705 12063503 32855 2387636 1301449 1086187 0 1088218 917604 170614 0 6443725 13294 6430431 0 655564 229814 222614 203136 0 0 106596450 94490611 11884629 221210 8707296 8375857 95210 236229 202350990 163346679 38698099 306212 17150189 12379374 4770815 0 0 109031694 106357443 2434109 240142 6795166 5423130 1251871 120165 0 734578 511049 212424 11105 84961675 84961675 0 0 0 234872932 221273835 13599097 0 41830903 39041156 2789747 0 OTHER PURCHASED SERVICES 1906457411 1866988125 39469286 0 SUPPLIES 1444865046 1442472314 2305095 87637 LICENSE AND TAXES 6608666 3988898 2619768 0 DUES & SUBSCRIPTIONS 4356255 2146228 2210027 0 66422440 52879925 12185097 1357418 7994792316 7581107893 396252600 17431823 1250 1250 295652831 212818791 35378119 18111528 1218710079 1390841531 3503000 5100000 0 0 0 0 97936727 97149953 128187733 147754848 6664647572 2774382144 3636192599 3890265428 0 0 5506508003 6330829807 397903931 456731405 0 1796194 798946271 1015222715 12118920543 13566623450 932144299 985064334 0 0 0 61103701 1384214726 1481111011 0 0 0 0 0 0 0 0 2330515387 2568181189 4646874412 5095460235 X 7338524551 8342402822 133521580 128760393 7472046131 8471163215 12118920543 13566623450 X 684645857 390274234 -75803007 X false true X true false X 429891903 218283053 49377189 8326657 29653238 735532040 0 0 429891903 218283053 49377189 8326657 29653238 735532040 0 735532040 102005597 136343326 106621851 78464189 288429633 711864596 0 0 0 0 0 0 0 1447396636 35041217964 0.50818 0.62973 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true 65168 false false true 130847 true 7121 true 452428 655564 false 0 LOBBYING ACTIVITIES INCLUDE: 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 FY25, SHC PAID DUES OF APPROXIMATELY $781,371 TO THESE TRADE ASSOCIATIONS AND THE APPROXIMATE AMOUNT OF THE DUES SPENT ON LOBBYING PURPOSES WAS $222,614. 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 44877114 5787834 882537 49782411 41675113 324112 3490813 612924 44877114 41226661 280 1511343 1063171 41675113 42623372 171420 -1184202 383929 41226661 31248916 838857 11028012 492413 42623372 0.31350 0.68650 false true true 130828126 130828126 3810643099 1191508686 2619134413 322279393 202233259 120046134 1720090604 1368369176 351721428 680806350 12271023 668535327 3890265428 MANAGED POOL 3723034265 F OTHER INVESTMENTS 50660500 F DIRECT INVESTMENT IN EQUITY 38566362 F MANAGED BY ASSET MGMT FIRMS 2518568680 F 6330829807 SHORT TERM PORTFOLIO 342382496 ROU OPEX ASSET 289218615 OTHER ASSETS 68553871 DUE FROM RELATED PARTIES 315067733 1015222715 0 THIRD PARTY PAYOR LIABILITIES 77996464 SELF-INSURED RESERVES 250706224 DUE TO RELATED PARTIES 393024506 OTHER LIABILITIES 36963666 TAXABLE BONDS 1329799581 TAX LIABILITIES 5021006 ROU OPEX LIABILITIES 304269375 SWAP FMV LIABLIITY 55155405 ASSET RETIREMENT OBLIGATION LIABILITY 115244962 2568181189 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 14974 Middle East and North Africa 0 0 Program Services PROMOTION OF HEALTH 9088 Sub-Saharan Africa 0 0 Program Services PROMOTION OF HEALTH 2473 North America 0 0 Program Services PROMOTION OF HEALTH 1723 Europe (Including Iceland and Greenland) 0 0 Program Services PROMOTION OF HEALTH 1436 South America 0 0 Program Services PROMOTION OF HEALTH 913 0 0 0 0 30607 30607 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 THEIR ACCOUNTING SYSTEM, IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE $14,974 REPORTED IN COLUMN F, LINE 3 IN THE EAST ASIA AND THE PACIFIC REGION INCLUDES EXPENSES FOR STANFORD MEDICINE INTERNATIONAL (HONG KONG) CO., LIMITED. THE AMOUNT CONSISTS OF THE RESPECTIVE REGION'S HONG KONG TAX PREPARATION AND ANNUAL BUSINESS REGISTRATION FEES. THE AMOUNT ALSO INCLUDES 1) TRAVEL EXPENSE TO VISIT THE FIRST AFFILIATED HOSPITAL, ZHEJIAN UNIVERSITY SCHOOL OF MEDICINE, HANGZHOU, CHINA AND 2) TRAVEL EXPENSE FOR THE MEETINGS ON PREPARATION FOR POTENTIAL CARDIOVASCULAR SYMPOSIUM IN HONG KONG. THE $9,088 REPORTED IN COLUMN F, LINE 3 FOR MIDDLE EAST AND NORTH AFRICA INCLUDES PROMOTION EXPENSE IN MIDDLE EAST REGION. THE AMOUNT CONSISTS OF TRAVEL EXPENSE TO ATTEND 2026 ARAB HEALTH CONFERENCE. THE REMAINING EXPENSES 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 21514727 21514727 0.00270 1 1175908699 664021940 511886759 0.06400 2 1197423426 664021940 533401486 0.06670 25 2711 9988355 6677597 3310758 0.00040 18 130 240797797 33278009 207519788 0.02600 3 156 13599181 4692061 8907120 0.00110 1 5309730 0 5309730 0.00070 23 47219 79231783 28803 79202980 0.00990 70 50216 348926846 44676470 304250376 0.03810 72 50216 1546350272 708698410 837651862 0.10480 2 795 1879439 220929 1658510 0.00020 2 1739 303703 787 302916 0.00000 3 94 1919994 0 1919994 0.00020 7 2628 4103136 221716 3881420 0.00040 true 125490532 2004118605 3379231929 -1375113324 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 24 true true false 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 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. 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 BETWEEN MARCH AND NOVEMBER 2024 AND CULMINATED IN THIS REPORT, WRITTEN IN 2025. COMMUNITY INPUT PRIMARY RESEARCH WAS CONDUCTED THROUGH 62 KEY INFORMANT INTERVIEWS AND 31 FOCUS GROUPS. THREE STRATEGIES FOR COLLECTING COMMUNITY INPUT WERE USED: A) KEY INFORMANT INTERVIEWS WITH HEALTH EXPERTS AND COMMUNITY SERVICE EXPERTS B) FOCUS GROUPS WITH PROFESSIONALS WHO REPRESENT AND/OR SERVE THE COMMUNITY C) FOCUS GROUPS WITH COMMUNITY MEMBERS INPUT WAS OBTAINED FROM ABOUT 400 COMMUNITY MEMBERS, COMMUNITY LEADERS, HEALTH EXPERTS AND REPRESENTATIVES OF VARIOUS ORGANIZATIONS AND SECTORS INFORMED THE 2025 CHNA. THESE REPRESENTATIVES EITHER WORK DIRECTLY IN THE HEALTH FIELD OR IN A COMMUNITY-BASED ORGANIZATION THAT FOCUSES ON IMPROVING HEALTH AND QUALITY-OF-LIFE CONDITIONS BY SERVING THOSE OF VULNERABLE POPULATIONS. NAMES OF COMMUNITY ORGANIZATIONS PROVIDING INPUT & POPULATION REPRESENTED - ABODE SERVICES: LOW-INCOME - ACTERRA: ACTION FOR A HEALTHY PLANET: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - AFGHAN COALITION: MINORITIES - AFRICAN AMERICAN COMMUNITY SERVICES AGENCY: MINORITIES - ALAMEDA COUNTY AGE-FRIENDLY COALITION: LOW-INCOME, MEDICALLY UNDERSERVED - ALAMEDA COUNTY COMMUNITY FOOD BANK: LOW-INCOME - ALAMEDA COUNTY HEALTH CARE FOR THE HOMELESS: LOW-INCOME, MEDICALLY UNDERSERVED - ALAMEDA COUNTY HEALTH, BEHAVIORAL HEALTH DEPARTMENT, HEALTH EQUITY DIVISION: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - ALAMEDA COUNTY PUBLIC HEALTH DEPARTMENT: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - ALAMEDA COUNTY PUBLIC HEALTH, NURSE-FAMILY PARTNERSHIP: MEDICALLY UNDERSERVED - ALAMEDA HEALTH CONSORTIUM: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - ALIADOS HEALTH AKA COMMUNITY CLINIC CONSORTIUM: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - ALLCOVE - SAN MATEO: MEDICALLY UNDERSERVED - AMIGOS DE GUADALUPE: LOW-INCOME, MEDICALLY UNDERSERVED - ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - ASIAN HEALTH SERVICES: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - AXIS COMMUNITY HEALTH: LOW-INCOME, MEDICALLY UNDERSERVED - BAY AREA COMMUNITY HEALTH (BACH): LOW-INCOME, MEDICALLY UNDERSERVED - BAY AREA COMMUNITY HEALTH ADVISORY COUNCIL (BACHAC): LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - BAY AREA COMMUNITY SERVICES (BACS): LOW-INCOME - BAY AREA REGIONAL HEALTH INEQUITIES INITIATIVE (BARHII): LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - BERKELEY FOOD AND HOUSING PROJECT: LOW-INCOME - BERKELEY ZEN CENTER: MINORITIES - BOYS & GIRLS CLUB: LOW-INCOME - CAMINAR: MEDICALLY UNDERSERVED - CASA CIRCULO CULTURAL: MEDICALLY UNDERSERVED, MINORITIES - CITY OF FREMONT, AGING & FAMILY SERVICES: LOW-INCOME - CITY OF FREMONT, HUMAN SERVICES: LOW-INCOME - CITY OF FREMONT, YOUTH AND FAMILY SERVICES: MEDICALLY UNDERSERVED - CITY OF NEWARK, PROMOTORES PROGRAM: LOW-INCOME, MEDICALLY UNDERSERVED - CITY OF REDWOOD CITY, FAIR OAKS COMMUNITY CENTER: LOW-INCOME - CITY SERVE OF THE TRI-VALLEY: LOW-INCOME - COASTSIDE HOPE: LOW-INCOME - COLLEGE OF ALAMEDA: LOW-INCOME - COMMUNITY AGENCY FOR RESOURCES, ADVOCACY AND SERVICES (CARAS): LOW-INCOME - COMMUNITY HEALTH PARTNERSHIP: LOW-INCOME, MEDICALLY UNDERSERVED - COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW, LOS ALTOS AND LOS ALTOS HILLS: LOW-INCOME, MEDICALLY UNDERSERVED - CONTRA COSTA COUNTY BEHAVIORAL HEALTH SERVICES: MEDICALLY UNDERSERVED - CONTRA COSTA COUNTY AGING AND ADULT SERVICES: LOW-INCOME, MINORITIES - CONTRA COSTA COUNTY HEALTH SERVICES, HEALTH CARE FOR THE HOMELESS: LOW-INCOME, MEDICALLY UNDERSERVED - CONTRA COSTA COUNTY PUBLIC HEALTH OFFICER: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - CONTRA COSTA FAMILY JUSTICE CENTER: LOW-INCOME, MINORITIES - CRISTO REY DE LA SALLE EAST BAY HIGH SCHOOL: LOW-INCOME - CROSSPOINT CHURCH: MINORITIES - DALY CITY PARTNERSHIP: LOW-INCOME - DALY CITY YOUTH HEALTH CENTER: MEDICALLY UNDERSERVED - DAVIS STREET: LOW-INCOME - DAY BREAK ADULT DAY CENTER: LOW-INCOME, MEDICALLY UNDERSERVED - DESTINY ARTS: LOW-INCOME - DISABILITY COUNCIL: MEDICALLY UNDERSERVED, MINORITIES - DISCOVERY COUNSELING CENTER OF THE SAN RAMON VALLEY: MEDICALLY UNDERSERVED - DOWNTOWN STREETS: LOW-INCOME - EAST BAY AGENCY FOR CHILDREN: LOW-INCOME - EAST BAY ASIAN LOCAL DEVELOPMENT CORPORATION (EBALDC): LOW-INCOME - EAST OAKLAND YOUTH DEVELOPMENT CENTER: LOW-INCOME - EDEN AREA REGIONAL OCCUPATIONAL PROGRAM: LOW-INCOME - EDEN HOUSING RESIDENT SERVICES, INC.: LOW-INCOME - EDEN UNITED CHURCH OF CHRIST: LOW-INCOME - EL CAMINO HEALTH CHINESE HEALTH INITIATIVE: MEDICALLY UNDERSERVED, MINORITIES - ELLA BAKER CENTER: LOW-INCOME - FAMILY CAREGIVER ALLIANCE: LOW-INCOME, MEDICALLY UNDERSERVED - FAMILY HEALTH SERVICES: MINORITIES - FIRST FIVE CONTRA COSTA-YOUTH 0-5: LOW-INCOME - FIRST UNITED METHODIST CHURCH OF FREMONT: MINORITIES - FOOD BANK OF CONTRA COSTA & SOLANO: LOW-INCOME - FRED FINCH YOUTH & FAMILY SERVICES: LOW-INCOME, MEDICALLY UNDERSERVED - FREEDOM COMMUNITY CLINIC: LOW-INCOME, MEDICALLY UNDERSERVED - FREMONT FAMILY RESOURCE CENTER: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - FULL CIRCLE OF CHOICES: MEDICALLY UNDERSERVED, MINORITIES - GARDNER HEALTH SERVICES: LOW-INCOME, MEDICALLY UNDERSERVED - GRACEWAY CHURCH: MINORITIES - GREENLINING INSTITUTE: LOW-INCOME - GURDWARA SAHIB FREMONT: MINORITIES - HAART HAYWARD: MEDICALLY UNDERSERVED - HALLER'S PHARMACY AND MEDICAL SUPPLY: MEDICALLY UNDERSERVED - HAYWARD UNIFIED: LOW-INCOME - HEALTH CAREER CONNECTION: LOW-INCOME - HIVELY: LOW-INCOME - HORIZONS FAMILY COUNSELING: MEDICALLY UNDERSERVED - INDIAN HEALTH CENTER OF SANTA CLARA VALLEY: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - J-SEI: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - KARA: MEDICALLY UNDERSERVED - KOREAN COMMUNITY CENTER: MINORITIES - LA CLINICA DE LA RAZA: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - LA FAMILIA COUNSELING SERVICES: LOW-INCOME, MEDICALLY UNDERSERVED - LATINA CENTER: LOW-INCOME, MINORITIES - LATINOS UNITED FOR A NEW AMERICA (LUNA): MEDICALLY UNDERSERVED, MINORITIES - LAW FOUNDATION OF SILICON VALLEY: LOW-INCOME - LEGAL AID SOCIETY OF SAN MATEO COUNTY, FAMILY ADVOCACY PROGRAM: LOW-INCOME - LGBTQ CENTER: MEDICALLY UNDERSERVED, MINORITIES - LIFE LONG MEDICAL CARE: LOW-INCOME, MEDICALLY UNDERSERVED - LIFEMOVES: LOW-INCOME, MEDICALLY UNDERSERVED, - MOMENTUM FOR HEALTH: MEDICALLY UNDERSERVED - NAMI: MEDICALLY UNDERSERVED - NATIONAL COALITION AGAINST PRESCRIPTION DRUG ABUSE: MEDICALLY UNDERSERVED - NATIVE AMERICAN HEALTH CENTER: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - NEW HAVEN UNIFIED SCHOOL DISTRICT: LOW-INCOME - NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE: LOW-INCOME, MINORITIES - NORTH EAST MEDICAL SERVICES: LOW-INCOME, MEDICALLY UNDERSERVED - OAKLAND UNIFIED SCHOOL DISTRICT: LOW-INCOME - OHLONE COLLEGE REGISTERED NURSING PROGRAM: LOW-INCOME - OMBUDSMAN SERVICES OF SAN MATEO COUNTY, INC.: LOW-INCOME, MEDICALLY UNDERSERVED - OPEN HEART KITCHEN: LOW-INCOME - ORDER OF MALTA CLINIC: LOW-INCOME, MEDICALLY UNDERSERVED - PACIFIC CENTER FOR HUMAN GROWTH: MEDICALLY UNDERSERVED - PACIFIC CLINICS: MEDICALLY UNDERSERVED - PACIFICA RESOURCE CENTER: LOW-INCOME - PLANNED PARENTHOOD MAR MONTE: MEDICALLY UNDERSERVED - PLANTING JUSTICE: LOW-INCOME - PUENTE DE LA COSTA SUR: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - RAINBOW COMMUNITY CENTER: MEDICALLY UNDERSERVED, MINORITIES - RAVENSWOOD FAMILY HEALTH NETWORK: LOW-INCOME, MEDICALLY UNDERSERVED - REBEKAH CHILDREN'S SERVICES: MEDICALLY UNDERSERVED - REGIONAL CENTER OF THE EAST BAY: MEDICALLY UNDERSERVED, MINORITIES - RISING SUN CENTER: LOW-INCOME - ROOTS COMMUNITY HEALTH CENTER: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - RUBICON: LOW-INCOME - SACRED HEART COMMUNITY SERVICE: LOW-INCOME, MEDICALLY UNDERSERVED - SAMARITAN HOUSE: LOW-INCOME, MEDICALLY UNDERSERVED - SAMARITAN HOUSE FREE CLINICS: LOW-INCOME, MEDICALLY UNDERSERVED - SAMOAN SOLUTIONS: MINORITIES - SAN ANTONIO NEIGHBORHOOD HEALTH CENTER: LOW-INCOME, MEDICALLY UNDERSERVED - SAN LEANDRO UNIFIED SCHOOL DISTRICT: LOW-INCOME - SAN MATEO COUNTY BEHAVIORAL HEALTH & RECOVERY SERVICES: MEDICALLY UNDERSERVED, LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - SAN MATEO COUNTY CHINESE HEALTH INITIATIVE: MEDICALLY UNDERSERVED, MINORITIES - SAN MATEO COUNTY HEALTH: LOW-INCOME, MINORITIES, MEDICALLY UNDERSERVED - SAN MATEO COUNTY HUMAN SERVICES AGENCY: LOW-INCOME - SAN MATEO COUNTY OFFICE OF EDUCATION: LOW-INCOME - SAN MATEO COUNTY VETERANS SERVICES: LOW-INCOME - SANTA CLARA COUNTY, PUBLIC HEALTH DEPARTMENT: LOW-INCOME, PART V, SECTION B, LINE 6A THE CHNA WAS CONDUCTED BY HOSPITAL PARTNERS WITH HOSPITALS LOCATED IN THE COUNTIES OF SANTA CLARA, SAN MATEO, CONTRA COSTA AND ALAMEDA (LISTED BELOW). THE HOSPITAL COLLABORATIVES (ONE IN SAN MATEO AND SANTA CLARA COUNTIES, AND ONE IN ALAMEDA AND CONTRA COSTA COUNTIES) WORKED TOGETHER TO IDENTIFY CRITICAL HEALTH NEEDS OF THE COMMUNITY AND ADOPTED COMMON PRIORITIZATION CRITERIA. FOLLOWING HEALTH NEEDS IDENTIFICATION, SHC USED A SEPARATE SET OF CRITERIA TO SELECT WHICH HEALTH NEEDS TO ADDRESS, AS DID THEIR COLLABORATIVE PARTNERS. - STANFORD MEDICINE CHILDREN'S HOSPITAL - STANFORD HEALTH CARE TRI-VALLEY - EL CAMINO HEALTH - SUTTER HEALTH (INCLUDING MENLO PARK SURGICAL HOSPITAL AND MILLS-PENINSULA MEDICAL CENTER) - JOHN MUIR HEALTH - ST. ROSE HOSPITAL - UCSF BENIOFF CHILDREN'S HOSPITALS - WASHINGTON HEALTH SHC ALSO PARTNERED INFORMALLY WITH FOUR COUNTIES' HEALTH DEPARTMENTS, OTHER HOSPITALS/HEALTH SYSTEMS, AND CONSULTANTS TO THOSE ENTITIES. PART V, SECTION B, LINES 7A AND 10A HTTPS://STANFORDHEALTHCARE.ORG/ABOUT-US/COMMUNITY-PARTNERSHIPS.HTML HTTPS://STANFORDHEALTHCARE.ORG/CONTENT/DAM/SHC/ABOUT-US/PUBLIC-SERVICES- AND-COMMUNITY-PARTNERSHIPS/DOCS/SHC-IS-REPORT-23-25-W-HEALTH-PROFILES.PDF PLEASE NOTE THAT LINK MUST BE ENTERED IN LOWER CASE LETTERS IN URL. PART V, SECTION B, LINE 11 THE FY25 CHNA IDENTIFIED 14 SIGNIFICANT HEALTH NEEDS ACROSS STANFORD HEALTH CARE'S SERVICE AREA: SANTA CLARA COUNTY, SAN MATEO COUNTY, ALAMEDA COUNTY, AND CONTRA COSTA COUNTY. IN 2025, THE COMMUNITY ENGAGEMENT & PARTNERSHIPS (CE&P) COMMITTEE MEMBERS MET SEVERAL TIMES TO REVIEW AND DISCUSS THE INFORMATION COLLECTED FOR THE FY25 CHNA AND IS PROCESS, PAYING SPECIAL ATTENTION TO THE NEEDS AND DESIRES OF THE COMMUNITY THAT WERE IDENTIFIED DURING THE CHNA. SPECIFICALLY, IN FEBRUARY 2025, CE&P COMMITTEE MEMBERS WERE PRESENTED WITH THE RESULTS OF THE FY25 CHNA, AS WELL AS CRITERIA TO RANK AND SELECT THE NEEDS. COMMITTEE MEMBERS THEN PARTICIPATED IN STRUCTURED EXERCISES TO EVALUATE THE IDENTIFIED HEALTH NEEDS, RANK THEM, AND SELECT THE THREE HEALTH NEEDS SHC WOULD ADDRESS. RANKING CRITERIA INVOLVED IN NEEDS SELECTION WERE: 1. COMMUNITY PRIORITY. THE COMMUNITY PRIORITIZES THE ISSUE OVER OTHER ISSUES ABOUT WHICH IT HAS EXPRESSED CONCERN DURING THE CHNA PRIMARY DATA COLLECTION PROCESS. 2. POTENTIAL IMPACT ON NEED. SHC CAN MAKE A MEANINGFUL CONTRIBUTION TO ADDRESSING THE NEED BECAUSE OF ITS RELEVANT COMPETENCIES, AND/OR UNIQUE EXPERTISE AS A HEALTH SYSTEM, AND BECAUSE OF AN ORGANIZATIONAL MISSION/COMMITMENT TO ADDRESSING THE NEED. USING THESE CRITERIA, STANFORD HEALTH CARE SELECTED THE TOP THREE HEALTH NEEDS TO ADDRESS, WHICH WERE THE SAME AS THE TOP THREE PRIORITIES OF THE COMMUNITY: HEALTH NEEDS THAT SHC WILL ADDRESS THESE HEALTH NEEDS SCORED HIGHEST USING THE TWO CRITERIA. 1. HEALTH CARE ACCESS AND DELIVERY ("ACCESS TO CARE") 2. ECONOMIC STABILITY 3. BEHAVIORAL HEALTH HEALTH NEEDS THAT SHC DOES NOT PLAN TO ADDRESS CANCER: THIS NEED WAS OF LOWER PRIORITY TO THE COMMUNITY THAN THE OTHER HEALTH NEEDS. SHC'S STANFORD MEDICINE CANCER CENTER IS PART OF THE STANFORD CANCER INSTITUTE, A NATIONAL CANCER INSTITUTE-DESIGNATED COMPREHENSIVE CANCER CENTER; RATHER THAN CHOOSING TO ADDRESS CANCER THROUGH COMMUNITY BENEFIT, SHC WILL CONTINUE TO SERVE ITS CANCER PATIENTS AND CONDUCT PIONEERING CANCER RESEARCH THROUGH THE STANFORD CANCER INSTITUTE. CLIMATE AND NATURAL ENVIRONMENT: THIS NEED WAS OF LOWER PRIORITY TO THE COMMUNITY THAN THE OTHER HEALTH NEEDS. THE CE&P COMMITTEE DETERMINED THAT THIS AREA WAS OUT OF SHC'S CORE COMPETENCIES AND THAT SIGNIFICANT IMPACT COULD NOT BE MADE WHEN COMPARED TO OTHER HEALTH NEEDS THAT THE COMMUNITY PRIORITIZED. COMMUNITY SAFETY: THIS NEED WAS OF LOWER PRIORITY TO THE COMMUNITY THAN THE OTHER HEALTH NEEDS. ALTHOUGH SHC LACKS THE EXPERTISE TO ADDRESS THIS HEALTH NEED, BEHAVIORAL HEALTH ISSUES SUCH AS SUBSTANCE USE, STRESS, AND ANXIETY HAVE BEEN SHOWN TO BE DRIVERS OF BULLYING AND VIOLENCE. THUS, SHC BELIEVES THAT INITIATIVES INTENDED TO ADDRESS THE COMMUNITY'S BEHAVIORAL HEALTH NEED HAVE THE POTENTIAL TO ADDRESS COMMUNITY SAFETY AS WELL. DIABETES AND OBESITY: THIS NEED WAS OF LOWER PRIORITY TO THE COMMUNITY THAN THE OTHER HEALTH NEEDS. SHC PLANS TO ADDRESS ACCESS AND DELIVERY TO HEALTH CARE IN ADDITION TO FOOD SECURITY, BOTH OF WHICH CAN BE DRIVERS OF DIABETES AND OBESITY, THROUGH A SUBSET OF ITS STRATEGIES UNDERLYING FOOD SECURITY, ONE OF THE FIVE HEALTH NEEDS SHC CHOSE TO ADDRESS. MATERNAL AND INFANT HEALTH: THIS NEED WAS OF LOWER PRIORITY TO THE COMMUNITY THAN THE OTHER HEALTH NEEDS. IN ADDITION, THIS NEED BETTER ALIGNS WITH LUCILE PACKARD CHILDREN'S HOSPITAL-STANFORD'S EXPERTISE IN MATERNAL AND INFANT HEALTH AND WAS SELECTED BY THAT HOSPITAL. SEXUALLY TRANSMITTED INFECTIONS: SHC IS BETTER POSITIONED TO ADDRESS DRIVERS OF THIS NEED THROUGH INITIATIVES RELATED TO HEALTH CARE ACCESS AND DELIVERY. ADDITIONALLY, THIS NEED WAS OF LOWER PRIORITY TO THE COMMUNITY THAN THE OTHER HEALTH NEEDS. HEALTH INEQUITIES: THIS IMPLEMENTATION STRATEGY PLAN CONSIDERS HEALTH INEQUITIES TO BE A KEY ISSUE SHAPED BY OVERLAPPING BARRIERS, WHICH ARE DETAILED IN THIS REPORT AND IN SHC'S CHNA REPORT. SHC ADDRESSES THIS NEED VIA THE STRATEGIES IN THIS REPORT, WHICH CONTRIBUTE TO MORE EQUITABLE ACCESS AND IMPROVED OUTCOMES FOR VULNERABLE POPULATIONS, IN A MANNER THAT COMPLIES WITH FEDERAL AND STATE NONDISCRIMINATION REQUIREMENTS. HOW THE HOSPITAL WILL ADDRESS SIGNIFICANT HEALTH NEEDS SHC'S ANNUAL COMMUNITY BENEFIT INVESTMENT CENTERS ON IMPROVING THE HEALTH OF THE MOST VULNERABLE POPULATIONS ACROSS OUR REGION, INCLUDING THE MEDICALLY UNDERSERVED, LOW-INCOME, AND POPULATIONS AFFECTED BY HEALTH DISPARITIES. THE IMPLEMENTATION STRATEGY REPORT GUIDES OUR INVESTMENTS, INSTITUTIONAL PRACTICES, AND COMMUNITY ENGAGEMENT OVER THE NEXT THREE YEARS (FY26-FY28). WE USE THE ANCHOR APPROACH, WHICH IS CENTERED ON LEVERAGING THE ECONOMIC, SOCIAL, AND HUMAN CAPITAL OF "ANCHORS"-LARGE, PLACE-BASED INSTITUTIONS SUCH AS UNIVERSITIES, HOSPITALS, AND GOVERNMENT AGENCIES-TO CREATE LASTING, POSITIVE OUTCOMES IN THEIR LOCAL COMMUNITIES. IN PRACTICE, ANCHOR-INSPIRED STRATEGIES ALIGN INSTITUTIONAL RESOURCES-SUCH AS HIRING, PURCHASING, INVESTING, AND ENGAGING IN COMMUNITY PARTNERSHIPS-TO SUPPORT LOCAL NEEDS. GUIDED BY ANCHOR PRINCIPLES AND FRAMEWORKS, WE SELECTED STRATEGIES BASED ON A COMBINATION OF COMMUNITY INPUT, DATA FROM THE CHNA, EXISTING HOSPITAL CAPABILITIES, RESEARCH ON EVIDENCE-BASED AND PROMISING PRACTICES, AND OPPORTUNITIES TO MAKE A MEANINGFUL AND LASTING IMPACT. ACROSS ALL SELECTED NEEDS WE FOCUS ON: - INVESTING IN UPSTREAM SOLUTIONS THAT ADDRESS THE CONDITIONS INFLUENCING HEALTH - LISTENING TO COMMUNITY VOICE AND BUILDING COLLABORATIVE RELATIONSHIPS - ENHANCING THE QUALITY AND REACH OF PROGRAMS AND SERVICES FOR COMMUNITY MEMBERS - LEVERAGING HOSPITAL RESOURCES AND PARTNERSHIPS TO STRENGTHEN SYSTEMS OF CARE OUR APPROACH BLENDS DIRECT SERVICE, INTERNAL SYSTEM IMPROVEMENTS ROOTED IN ANCHOR PRINCIPLES, AND COMMUNITY PARTNERSHIPS. THROUGH THESE STRATEGIES, WE AIM TO STRENGTHEN POSITIVE OUTCOMES ACROSS OUR SERVICE AREA AND SUPPORT A HEALTHIER FUTURE FOR THE COMMUNITIES WE SERVE. ACCESS TO CARE STRATEGIES LONG-TERM GOAL: IMPROVE ACCESS TO AFFORDABLE, HIGH-QUALITY HEALTH CARE SERVICES FOR AT-RISK COMMUNITY MEMBERS - EXPAND ACCESS VIA DIGITAL HEALTH INITIATIVE - CONTINUE TO OFFER FINANCIAL ASSISTANCE, INCLUDING CHARITY CARE AND UNCOMPENSATED CARE - SUPPORT ENROLLMENT IN HEALTH INSURANCE - ENCOURAGE CARE COORDINATION INTERVENTIONS - SUPPORT INITIATIVES THAT ADDRESS CULTURALLY COMPETENT AND COMPASSIONATE/RESPECTFUL CARE, INCLUDING ENHANCED LANGUAGE ACCESS AND WORKFORCE INVESTMENTS - ADVANCE HEALTH-RELATED SOCIAL NEEDS SCREENING AND LINKAGE TO RESOURCES. MENTAL & BEHAVIORAL HEALTH STRATEGIES LONG-TERM GOAL: IMPROVE ACCESS TO AFFORDABLE, HIGH-QUALITY MENTAL/BEHAVIORAL HEALTH CARE SERVICES - SUPPORT INITIATIVES TO INCREASE THE SUPPLY OF DIVERSE MENTAL/ BEHAVIORAL HEALTH PROVIDERS IN COMMUNITY/SAFETY NET CLINICS - SUPPORT COMMUNITY-BASED EFFORTS AIMED AT EXPANDING ACCESS TO CARE FOR MENTAL HEALTH AND SUBSTANCE USE ISSUES - SUPPORT PROGRAMS THAT ASSIST PEOPLE RECOVERING FROM ADDICTION TO TRANSITION BACK INTO THE COMMUNITY - ENHANCE SCREENING AND REFERRAL FOR MENTAL/BEHAVIORAL HEALTH ISSUES IN PRIMARY CARE AND EMERGENCY CARE SETTINGS - SUPPORT INTEGRATED MENTAL HEALTH AND SUBSTANCE USE SERVICES/TREATMENT FOR CO-OCCURRING MENTAL ILLNESS AND ADDICTION - INCREASE INTERNAL CAPACITY THROUGH WORKFORCE DEVELOPMENT AND PARTNERSHIPS ECONOMIC STABILITY LONG-TERM GOAL: REDUCE ECONOMIC INSTABILITY AMONG COMMUNITY MEMBERS TO SUPPORT IMPROVED HEALTH. - SUPPORT SOCIAL SERVICES ADDRESSING HOUSING, FOOD, AND FINANCIAL INSTABILITY - FUND HOMELESSNESS PREVENTION AND INTERVENTION APPROACHES - EXPAND CAPACITY OF AND ACCESS TO HEALTHY FOOD ACCESS PROGRAMS (E.G., FOOD BANKS) - ENHANCE CASE MANAGEMENT AND CARE COORDINATION THAT CONNECTS PEOPLE TO HOUSING AND OTHER SUPPORT -PROMOTE CALFRESH AND WIC ENROLLMENT - IMPROVE HOSPITAL SCREENING, REFERRAL, AND FOLLOW-UP FOR HEALTH CARE-RELATED SOCIAL NEEDS - EXPAND HEALTH CARE-RELATED FOOD ACCESS - FOSTER WORKFORCE DEVELOPMENT AND JOB TRAINING INITIATIVES - SUPPORT IMPLEMENTATION OF POLICIES THAT PRIORITIZE PURCHASING LOCALLY AND FROM SMALL BUSINESSES - PARTICIPATE IN LOCAL HOUSING AND HOMELESSNESS COLLABORATIVES - SUPPORT LOCAL INITIATIVES FOCUSED ON HOUSEHOLD INCOME SUPPORT SHC'S 2026 - 2028 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. 2 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 PART I, LINE 6A YES, STANFORD HEALTH CARE PREPARED A COMMUNITY BENEFIT REPORT DURING 2024 (FY 2025). PART I, LINE 7E COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS TOTALED $3,310,758 IN FY25. THE COMMUNITY HEALTH IMPROVEMENT SERVICES CONSISTS OF - COMMUNITY HEALTH EDUCATION PROGRAMS - HEALTH LIBRARY SERVICES - ARTS IN WELLNESS SERVICES - HEALTH AND WELLNESS COMMUNITY FAIRS - INSURANCE ENROLLMENT FOR UNINSURED AND UNDERINSURED PATIENTS - SUPPORTIVE CARE PROGRAMS - COVID RESPONSE *STANFORD HEALTH CARE'S COVID-19 RESPONSE ACTIVITIES ARE INCLUDED AS COMMUNITY HEALTH IMPROVEMENT SERVICES. THESE ACTIVITIES INCLUDE BUT ARE NOT LIMITED TO BROAD COMMUNITY TESTING AND VACCINATION; PURCHASE AND STORAGE OF ANTIGEN TESTS AND PERSONAL PROTECTIVE EQUIPMENT FOR HOSPITAL USE; PATIENT CARE SERVICES; STAFFING; CAPITAL IMPROVEMENTS AND INFRASTRUCTURE TO SUPPORT PATIENT CARE AND COMMUNITY HEALTH; AND COMMUNITY-BASED EMERGENCY MANAGEMENT LEADERSHIP AND SUPPORT. TO DATE (FY20-FY25), SHC HAS PROVIDED $0.5M IN UNCOMPENSATED COVID-19-RELATED COMMUNITY BENEFITS. PER SCH H INSTRUCTIONS, NEGATIVE NUMBERS ARE TO BE REPORTED AS $0. SINCE COVID-19 PANDEMIC INCEPTION, SHC COVID-19 RESPONSE FINANCIALS ARE: FY20-23 FY24 FY25 SIX YEAR TOTAL TOTAL EXPENSES (GROSS) $736M $0.6M $0.6M $737.8M OFFSETTING REVENUE $731M $0 $6.1M $737.3M TOTAL UNCOMPENSATED COVID-19 RESPONSE $5.5M $0.6M $(5.5)M $0.5M PART I, LINE 7F HEALTH PROFESSIONS EDUCATION CONTRIBUTIONS FOR COMMUNITY BENEFIT TOTALED $207,519,788 IN FY25. 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 - PHYSICAL THERAPY - 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 $8,907,120 IN FY25. 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. - SHC'S SOCIAL WORK AND CASE MANAGEMENT DEPARTMENT PROVIDES FUNDING AND RESOURCES FOR PATIENTS WITH LIMITED OR NO ABILITY TO PAY FOR NECESSARY MEDICAL AND NON-MEDICAL SERVICES. SERVICES INCLUDE DURABLE MEDICAL EQUIPMENT AND MEDICAL RESPITE. PART I, LINE 7H RESEARCH CONTRIBUTIONS TOTALED $5,309,730 IN FY25. FUNDS SUPPORT RESEARCH AIMED AT ADVANCING KNOWLEDGE AND EVIDENCE THAT BENEFITS COMMUNITIES AND POPULATIONS. SUPPORTED WORK INCLUDES STUDIES WITH VULNERABLE POPULATIONS, CANCER RESEARCH, EARLY DRUG DEVELOPMENT, AND MAY SPAN A BROAD RANGE OF FOCUS AREAS, WITH AN EMPHASIS ON IMPROVING OUTCOMES, ADDRESSING UNMET NEEDS, AND CONTRIBUTING TO MEANINGFUL SOCIETAL IMPACT. LINE 7I - CASH AND IN-KIND CONTRIBUTIONS FOR COMMUNITY BENEFIT TOTALED $79,202,980 IN FY25. PART II, LINE 1 PHYSICAL IMPROVEMENTS AND HOUSING: SHC SPONSORED REBUILDING TOGETHER PENINSULA'S REBUILDING DAYS, WHICH SUPPORTED VOLUNTEER EFFORTS TO PROVIDE HOUSING IMPROVEMENTS TO A LOW-INCOME FAMILY. HOUSING IMPROVEMENTS INCLUDED A PROJECT THAT UPDATING FENCING TO MEET HUD HEALTHY HOUSING STANDARDS, THROUGH TEARDOWN OF EXISTING FENCING AND INSTALLATION OF NEW, SECURE FENCING FOR ELDERLY HOMEOWNERS. SHC'S SOCIAL WORK AND CASE MANAGEMENT DEPARTMENT PROVIDES FREE AND REDUCED COST HOUSING SUPPORT TO BETTER SUPPORT PATIENTS DURING TREATMENT AND POST-DISCHARGE. 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 SOCIAL WORK AND CASE MANAGEMENT DEPARTMENT PROVIDES FUNDING AND RESOURCES FOR PATIENTS WITH LIMITED OR NO ABILITY TO PAY FOR NECESSARY MEDICAL AND NON-MEDICAL SERVICES. SERVICES INCLUDE TRANSPORTATION AND MEDICATIONS. PART II, LINE 8 WORKFORCE DEVELOPMENT:SHC OFFEREDYOUTH PROGRAMMING ANDINTERNSHIPSFOR LOW-INCOME, FIRST-GENERATION STUDENTS,HEALTHCARE INTERPRETER STUDENTS AND SUMMER ADMINISTRATIVE INTERNSHIPS FOR HIGH SCHOOL, UNDERGRADUATE AND GRADUATESTUDENTS ASWELL ASAN IMMERSIVEYOUTH SCIENCE PROGRAMFOR 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 (STRATA) 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 2025. 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 CHARITY 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 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. 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 BETWEEN MARCH AND NOVEMBER 2024 AND CULMINATED IN THIS REPORT, WRITTEN IN 2025. COMMUNITY INPUT PRIMARY RESEARCH WAS CONDUCTED THROUGH 62 KEY INFORMANT INTERVIEWS AND 31 FOCUS GROUPS. THREE STRATEGIES FOR COLLECTING COMMUNITY INPUT WERE USED: A) KEY INFORMANT INTERVIEWS WITH HEALTH EXPERTS AND COMMUNITY SERVICE EXPERTS B) FOCUS GROUPS WITH PROFESSIONALS WHO REPRESENT AND/OR SERVE THE COMMUNITY C) FOCUS GROUPS WITH COMMUNITY MEMBERS INPUT WAS OBTAINED FROM ABOUT 400 COMMUNITY MEMBERS, COMMUNITY LEADERS, HEALTH EXPERTS AND REPRESENTATIVES OF VARIOUS ORGANIZATIONS AND SECTORS INFORMED THE 2025 CHNA. THESE REPRESENTATIVES EITHER WORK DIRECTLY IN THE HEALTH FIELD OR IN A COMMUNITY-BASED ORGANIZATION THAT FOCUSES ON IMPROVING HEALTH AND QUALITY-OF-LIFE CONDITIONS BY SERVING THOSE OF VULNERABLE POPULATIONS. SEE PART V, SECTION B, LINE 11 FOR MORE DETAILS. 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 STANFORD HEALTH CARE IS AN ACADEMIC HEALTH SYSTEM THAT PROVIDES PRIMARY AND HIGHLY SPECIALIZED CARE TO PATIENTS FROM CALIFORNIA, THE U.S., AND AROUND THE WORLD. HOWEVER, ITS CLINICAL LOCATIONS ARE MOST CONCENTRATED IN A FOUR-COUNTY GEOGRAPHIC AREA IN THE SAN FRANCISCO BAY AREA: ALAMEDA, CONTRA COSTA, SAN MATEO, AND SANTA CLARA COUNTIES. THIS FOUR-COUNTY REGION IS THE FOCUS OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TARGETED COMMUNITY BENEFITS. URBAN AND SUBURBAN AREAS EACH COUNTY IN THE SERVICE AREA ENCOMPASSES A MIX OF URBAN, SUBURBAN, AND RURAL ENVIRONMENTS. ALAMEDA COUNTY HAS DENSE URBAN CENTERS LIKE OAKLAND AND BERKELEY SUBURBAN COMMUNITIES, AS WELL AS LARGE EXPANSES OF OPEN SPACE, RANCHLAND, AND VINEYARDS. CONTRA COSTA COUNTY HAS DENSE URBAN CENTERS IN THE WESTERN AND NORTHERN PARTS OF THE COUNTY, SUCH AS CITIES LIKE RICHMOND. ALSO, MUCH OF THE COUNTY CONSISTS OF SUBURBAN TOWNS AND NEIGHBORHOODS. THE COUNTY ALSO INCLUDES AGRICULTURAL LANDS, OPEN SPACES, AND RURAL COMMUNITIES IN THE EASTERN SECTIONS AND INTERIOR. SAN MATEO COUNTY IS DENSELY POPULATED IN THE NORTHERN AND EASTERN AREAS WITH CITIES LIKE SAN MATEO AND REDWOOD CITY. ITS COASTAL AREA INCLUDES AGRICULTURAL LANDS AND THE SOUTHERN AND WESTERN INLAND REGIONS FEATURE MORE RURAL ENVIRONMENTS WITH RANCHES AND THE SANTA CRUZ MOUNTAINS. SANTA CLARA COUNTY IS PRIMARILY URBAN AND SUBURBAN, INCLUDING THE LARGE CITIES OF SAN JOSE, MOUNTAIN VIEW, AND PALO ALTO. IT ALSO INCLUDES SOME UNINCORPORATED AREAS WITH RANCH AND FARMLAND (ESPECIALLY IN SOUTH COUNTY). POPULATION AND DEMOGRAPHICS THE FOUR-COUNTY SERVICE AREA HAS A COMBINED POPULATION OF 5.5 MILLION RESIDENTS. THE COMMUNITY IS HIGHLY DIVERSE; ALTHOUGH THE WHITE POPULATION IS THE LARGEST GROUP, IT IS NOT THE MAJORITY. KEY DEMOGRAPHIC CHARACTERISTICS FOR THE COMBINED FOUR-COUNTY AREA INCLUDE: -RACE/ETHNICITY: 39% WHITE, 31% ASIAN (10% CHINESE, 7% ASIAN INDIAN, 5% FILIPINO, 9% OTHER ASIAN), 27% LATINE, 11% MULTIRACIAL, 11% OTHER, 6% BLACK, 1% NATIVE AMERICAN, AND 1% PACIFIC ISLANDER. -AGE: 21% OF RESIDENTS ARE UNDER 18, 64% ARE AGED 18-64, AND 15% ARE OVER 64. -NATIVITY AND LANGUAGE: OVER A THIRD (36%) OF RESIDENTS ARE FOREIGN-BORN, AND ABOUT ONE IN FIVE (19%) RESIDENTS OVER THE AGE OF FIVE SPEAK LIMITED ENGLISH. -DISABILITY: ONE IN TEN RESIDENTS LIVES WITH A DISABILITY. ECONOMIC AND INCOME PROFILE THE COMMUNITIES IN THE FOUR-COUNTY AREA GENERALLY HAVE HIGHER INCOMES AND EDUCATIONAL ATTAINMENT COMPARED TO THE REST OF CALIFORNIA. HOWEVER, THERE IS SIGNIFICANT ECONOMIC STRAIN DUE TO A HIGH COST OF LIVING THAT HAS OUTPACED WAGE GROWTH. -THE AVERAGE REAL COST MEASURE (RCM) FOR A HOUSEHOLD IN THE FOUR-COUNTY AREA IS $125,241. THE RCM (DEVELOPED BY THE UNITED WAY) REFLECTS THE COST OF BASIC NEEDS LIKE HOUSING, FOOD, AND CHILDCARE. THIS COST VARIES BY COUNTY, FROM $109,770 IN CONTRA COSTA COUNTY TO $141,316 IN SAN MATEO COUNTY. -ON AVERAGE, MORE THAN ONE IN FOUR HOUSEHOLDS (27%) LIVE BELOW THE REAL COST MEASURE, MEANING THEY CANNOT SUSTAINABLY COVER THEIR BASIC NEEDS. THIS FIGURE RANGES FROM 25% IN SANTA CLARA COUNTY TO 29% IN ALAMEDA COUNTY. -THE MEDIAN HOME SALE PRICE ACROSS THE FOUR COUNTIES AVERAGES $1.2 MILLION. -SIGNIFICANT INCOME DISPARITIES EXIST BY RACE AND ETHNICITY. FOR EXAMPLE, IN ALAMEDA COUNTY, THE MEDIAN HOUSEHOLD INCOME FOR ASIAN HOUSEHOLDS IS MORE THAN DOUBLE THAT OF BLACK HOUSEHOLDS. FAMILIES EARNING THE MEDIAN HOUSEHOLD INCOME FOR BLACK, INDIGENOUS, AND PEOPLE OF COLOR (BIPOC) HOUSEHOLDS IN ALL FOUR COUNTIES DO NOT MEET THE RCM THRESHOLD. MEDICALLY UNDERSERVED POPULATIONS AND AREAS THERE ARE NO GEOGRAPHIC HEALTH PROVIDER SHORTAGE AREAS (HPSAS) OR POPULATION HPSAS IN THE FOUR COUNTIES FOR PRIMARY CARE. HOWEVER, MENTAL HEALTH HPSAS ARE PRESENT IN CONTRA COSTA COUNTY (CENTRAL RICHMOND, PITTSBURG, AND EASTERN BRENTWOOD) AND SANTA CLARA COUNTY (GILROY AND MILPITAS). FOR DENTAL CARE, THERE IS AN HPSA IN THE ASHLAND/SOUTHERN CASTRO VALLEY AREA OF ALAMEDA COUNTY. AREA DEPRIVATION INDEX (ADI): MAPS USING THE ADI SHOW SIGNIFICANT NEIGHBORHOOD-LEVEL DISPARITIES. AREAS WITH GREATER DISADVANTAGE (INDICATED BY LOWER INCOME, LOWER EDUCATIONAL ATTAINMENT, AND OTHER FACTORS) INCLUDE PARTS OF OAKLAND, RICHMOND, CONCORD, ANTIOCH, CENTRAL AND EAST SAN JOS, AND NEIGHBORHOODS EAST OF PALO ALTO AND MOUNTAIN VIEW. THESE DISADVANTAGED AREAS ARE MORE LIKELY TO HAVE POORER HEALTH OUTCOMES. UNINSURED POPULATION: THERE ARE SIMILAR RATES OF UNINSURED PEOPLE (BETWEEN 4.4% AND 5.4% ACROSS THE POPULATION) IN CONTRA COSTA COUNTY, SAN MATEO COUNTY, AND SANTA CLARA COUNTY. ALAMEDA COUNTY HAS MUCH HIGHER RATES, AT 8.2%. MEDICAID POPULATION: IN 2023, BETWEEN 14.7% (SANTA CLARA COUNTY) AND 18.6% (CONTRA COSTA COUNTY) OF THE POPULATION WERE COVERED BY MEDI-CAL. ALSO, HIGHER PROPORTIONS OF SENIORS AND CHILDREN ARE COVERED BY MEDI-CAL THAN ADULTS (17.4% AND 32.6% ON AVERAGE ACROSS THE FOUR COUNTIES RESPECTIVELY). HEALTHCARE LANDSCAPE STANFORD HEALTH CARE OPERATES WITHIN A ROBUST AND COLLABORATIVE HEALTHCARE ENVIRONMENT, WORKING ALONGSIDE NUMEROUS OTHER HOSPITALS AND HEALTH SYSTEMS. STANFORD HEALTH CARE IS ONE OF 19 HOSPITALS IN THE FOUR-COUNTY AREA: -SANTA CLARA COUNTY: 7(INCLUDING STANFORD HEALTH CARE AND STANFORD MEDICINE CHILDREN'S HOSPITAL) -SAN MATEO COUNTY: 3 -ALAMEDA COUNTY: 7 (INCLUDING STANFORD TRI-VALLEY) -CONTRA COSTA COUNTY: 2 SHC ALSO COLLABORATED ON ITS CHNA WITH MULTIPLE EXTERNAL HEALTH SYSTEMS, INCLUDING EL CAMINO HEALTH, JOHN MUIR HEALTH, ST. ROSE HOSPITAL, SUTTER HEALTH, UCSF BENIOFF CHILDREN'S HOSPITALS, AND WASHINGTON HEALTH. 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 FY25 COMMUNITY BENEFIT REPORT AND IMPLEMENTATION PLAN FILED JANUARY 2026 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 AFRICAN AMERICAN COMMUNITY SERVICE AGENCY 304 N 6TH STREET SAN JOSE CA 95112 942494728 501(C)(3) 7500 HEALTHCARE ACCESS & BEHAVIORAL HEALTH ALAMEDA HEALTH SYSTEM FOUNDATION 350 FRANK H OGAWA PL 900 OAKLAND OK 94612 943103136 501(C)(3) 1000000 HEALTHCARE ACCESS & DELIVERY AMBULATORY SURGERY ACCESS COALITION 353 KEARNY STREET SAN FRANCISCO CA 94103 943180356 501(C)(3) 132300 HEALTHCARE ACCESS AND DELIVERY AMERICAN NATIONAL RED CROSS SILICON VALLEY 2731 NORTH FIRST STREET SAN JOSE CA 95134 530196605 501(C)(3) 12500 ECONOMIC STABILITY AVENIDAS 450 BRYANT STREET PALO ALTO CA 94301 941480548 501(C)(3) 267000 HEALTHCARE ACCESS AND DELIVERY BELLE HAVEN ACTION 1371 HOLLYBURNE AVENUE MENLO PARK CA 94025 352593446 501(C)(3) 41500 ECONOMIC STABILITY DESTINATION HOME 3180 NEWBERRY DRIVE SAN JOSE CA 95118 823353174 501(C)(3) 510000 ECONOMIC SECURITY - HOUSING DOWNTOWN STREETS INC 1671 THE ALAMEDA SAN JOSE CA 95126 205242330 501(C)(3) 214000 ECONOMIC SECURITY - HOUSING GO COPIA PBC 1968 S COAST HWY LAGUNA BEACH CA 92651 471068807 170 (E) 100273 FMV PER POUND BASIS FOOD DONATION ECONOMIC SECURITY - FOOD LIFEMOVES 2550 GREAT AMERICA WY SANTA CLARA CA 95054 770160469 501(C)(3) 400000 BEHAVIORAL HEALTH LOAVES AND FISHES FAMILY KITCHEN 1500 BERGER DRIVE SAN JOSE CA 95112 770370874 501(C)(3) 350000 ECONOMIC SECURITY - FOOD 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) 30618 ECONOMIC SECURITY PENINSULA HEALTHCARE CONNECTION INC 33 ENCINA AVENUE 103 PALO ALTO CA 94301 202886131 501(C)(3) 550644 HEALTHCARE ACCESS AND BEHAVIORAL HEALTH PUBLIC HEALTH INSTITUTE 555 12TH STREET OAKLAND CA 94607 941646278 501(C)(3) 260000 HEALTHCARE ACCESS AND DELIVERY REBUILDING TOGETHER PENINSULA 841 KAYNYNE STREET REDWOOD CITY CA 94063 943106209 501(C)(3) 9300 ECONOMIC SECURITY - HOUSING ROOTS COMMUNITY HEALTH CENTER 7272 MAC ARTHUR BLVD OAKLAND CA 94605 262583954 501(C)(3) 120000 BEHAVIORAL HEALTH SAMARITAN HOUSE 4031 PACIFIC BOULEVARD SAN MATEO CA 94403 237416272 501(C)(3) 300000 HEALTHCARE ACCESS AND DELIVERY SECOND HARVEST OF SILICON VALLEY 750 CURTNER AVENUE SAN JOSE CA 95125 942614101 501(C)(3) 423000 ECONOMIC SECURITY - FOOD SENIOR COASTSIDERS INC 925 MAIN STREET HALF MOON BAY CA 94019 943119310 501(C)(3) 42000 ECONOMIC SECURITY SONRISAS DENTAL HEALTH INC 430 N EL CAMINO REAL SAN MATEO CA 94401 943390196 501(C)(3) 82280 HEALTHCARE ACCESS AND 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 212 SAN CARLOS CA 94070 943094966 501(C)(3) 17500 BEHAVIORAL HEALTH THE BOARD OF TRUSTEES STANFORD UNIVERSITY 3145 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 77792005 81311 COST OF GOODS & SVCS LABORATORY SERVICES SUPPORT FOR MEDICAL TRAINING & RESEARCH VOLUNTEERS FOR INTER-AMERICAN DEVELOPMENT 2424 FOURTH STREET BERKELEY CA 94710 680249466 501(C)(3) 2548598 COST OF GOODS & SVCS MEDICAL SUPPLIES ECONOMIC SECURITY WE HOPE PO BOX 50624 EAST PALO ALTO CA 94303 943342713 501(C)(3) 55000 ECONOMIC SECURITY YWCA GOLDEN GATE SILICON VALLEY 375 SOUTH THIRD STREET SAN JOSE CA 95112 941186196 501(C)(3) 12000 BEHAVIORAL HEALTH 26 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) 2280701 0 2184104 0 819890 0 37950 0 62988 0 5385633 0 0 0 LLOYD B MINOR MD DIRECTOR (SEE SCHEDULE O) 0 2379070 0 600000 0 8054 0 690750 0 49410 0 3727284 0 0 QUINN MCKENNA EVP-CHIEF OP. OFFICER (SCH O) 1384208 0 896058 0 223001 0 37950 0 48511 0 2589728 0 0 0 LINDA HOFF EVP-CFO 1174447 0 717354 0 496960 0 37950 0 23267 0 2449978 0 259790 0 PAUL KING DIRECTOR (SEE SCHEDULE O) 0 1575814 0 283370 0 396761 0 59787 0 22549 0 2338281 0 0 RICHARD SHUMWAY EVP-CHIEF OPERATING OFFICER 0 1087543 0 471491 0 336783 0 73791 0 43376 0 2012984 0 220976 PRIYA SINGH EVP-CHIEF STRATEGY OFFICER 806039 123000 725896 0 183316 0 129342 0 4478 0 1849071 123000 76119 0 EILA SKINNER MD DIRECTOR 0 887772 0 582731 0 0 0 34500 0 46062 0 1551065 0 0 SRIDHAR SESHADRI SVP & PRESIDENT-CANCER CENTER 760072 0 337100 0 227283 0 44850 0 64337 0 1433642 0 0 0 ALISON M KERR SVP-DESTINATION SERVICE LINES 719109 0 303481 0 171740 0 44850 0 25340 0 1264520 0 0 0 DALE BEATTY SVP-CHIEF NURSE EXECUTIVE 662603 0 334160 0 177246 0 37950 0 24709 0 1236668 0 0 0 THOMAS MONTINE MD DIRECTOR (SEE SCHEDULE O) 0 770101 0 349771 0 16110 0 34500 0 34801 0 1205283 0 0 RANDALL LIVINGSTON DIRECTOR (SEE SCHEDULE O) 0 949448 0 0 0 21808 0 164842 0 37897 0 1173995 0 0 THOMAS Y KIM EVP-CHIEF MARKET DEV OFFICER 580242 0 249297 0 90952 0 37950 0 22307 0 980748 0 0 0 JAMES MARTIN JR SVP-CONTROLLER 553228 0 126939 0 221620 0 37950 0 19821 0 959558 0 87925 0 PAUL KHAVARI CHAIR (SEE SCHEDULE O) 0 361618 0 412693 0 70120 0 34500 0 64500 0 943431 0 0 CAROL D RORIG SVP-CHIEF HR OFFICER 602221 0 127053 0 43770 0 99770 0 26900 0 899714 0 0 0 HELEN M WILMOT SVP-CHIEF FACIL GEN SVCS & PLN 551112 0 121946 0 86067 0 44539 0 56958 0 860622 0 0 0 TIMOTHY SEAY-MORRISON SVP-SVC LIN&CHF AMB CARE OFCR 486252 0 113741 0 47057 0 85342 0 47021 0 779413 0 0 0 GARY FRITZ VP-APPLICATIONS 436698 0 152764 0 94486 0 37631 0 48020 0 769599 0 0 0 ELIZABETH OYEKAN VP-PHARMACY AND IMAGING SVCS 382542 0 88286 0 36053 0 63730 0 25839 0 596450 0 0 0 JAY SHAH MD DIRECTOR 0 418140 0 65546 0 25139 0 34500 0 45948 0 589273 0 0 JOHN YEE MD DIRECTOR 0 311461 0 56381 0 100696 0 11893 0 34433 0 514864 0 0 KRISTIN COLLINS DIR - CORPORATE GOVERNANCE 176364 0 38366 0 182 0 0 0 46489 0 261401 0 0 0 ELIZABETH CHOI MGR - ADMINISTRATION 151411 0 22649 0 166 0 19279 0 23296 0 216801 0 0 0 SCHEDULE J, PART I, LINE 1A 2 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 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 EARLIST 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 2024: LINDA HOFF $ 417,970 DAVID ENTWISTLE $ 399,079 QUINN L. MCKENNA $ 172,536 JAMES J. MARTIN, JR $ 139,290 SRIDHAR B. SESHADRI $ 97,363 PRIYA SINGH $ 80,623 ALISON M. KERR $ 75,825 DALE BEATTY $ 70,434 HELEN M. WILMOT $ 68,619 THOMAS Y. KIM $ 61,425 GARY FRITZ $ 38,363 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 2024 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, MD 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, INTERNET/CELL SUBSIDY, NON-CASH TAXABLE FRINGE BENEFIT, SICK LEAVE, SEVERANCE PAY, PTO CASHOUT, TAXABLE MOVING ASSISTANCE ETC. 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 F0RM 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 BOND ISSUES: 2012C DATE OF ISSUE OF REFUNDED BONDS: MAY 23, 2012 (2012C BONDS) PART II, LINE 3, COLUMN (B) - THIS AMOUNT DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. PART II, LINE 3, COLUMN (C) - THIS AMOUNT DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. PART II, LINE 3, COLUMN (D) - 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: 08/31/2025. PART IV, LINE 2C, COLUMN (B) - REBATE CALCULATION DATE FOR SERIES 2015: 08/31/2025. PART IV, LINE 2C, COLUMN (C) - REBATE CALCULATION DATE FOR SERIES 2017: 08/31/2025. PART IV, LINE 2C, COLUMN (D) - REBATE CALCULATION DATE FOR SERIES 2020: 08/31/2025. 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 13032UH68 2023-09-27 300004540 2023 SERIES A-SEE PART VI false false false B CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY 521643828 13032U3Y2 2025-06-12 457338597 2025 SERIES AB-SEE PART VI false false false A 0 0 300004540 0 0 0 0 0 0 300004540 0 0 2023 false false true true B 0 0 458721118 0 0 0 0 0 0 250185296 208535822 0 2025 true 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 F0RM 990, SCHEDULE K, PART 1 BOND ISSUES: A CUSIP#: 13032UH68 SERIES: 2023 SERIES A DESCRIPTION OF PURPOSE: REIMBURSE SHC FOR THE RE-DESIGN, REMODEL AND RENOVATION OF SHC'S ORIGINAL HOSPITAL FACILITY (300P RENEWAL) BOND ISSUES: B CUSIP#: 13032U3Y2 SERIES: 2025 SERIES A & SERIES B DESCRIPTION OF PURPOSE: PROCEEDS FROM THE 2025 SERIES A BONDS ($158,535,822) WERE USED TO CURRENT REFUND THE 2021 SERIES A BONDS PROCEEDS FROM THE 2025 SERIES B BONDS ($50,000,000) WERE USED TO CURRENT REFUND TAX-EXEMPT COMMERCIAL PAPER (TECP); THE PROCEEDS FROM THE TECP WERE USED TO REFUND SHC FOR CAPITAL EXPENSES RELATED TO THE 300P RENEWAL PROJECT PROCEEDS FROM THE 2025 SERIES B BONDS ($250,185,296) WERE USED TO REIMBURSE SHC FOR THE REDESIGN, REMODEL AND RENOVATION OF SHC'S ORIGINAL HOSPITAL FACILITY (300P RENEWAL) AND CONSTRUCTION OF A MEDICAL OFFICE BUILDING (MOB) IN REDWOOD CITY (RWC) BLOCK E DATE OF ISSUE OF REFUNDED BOND: 04/30/2021 (2021 SERIES A); 11/13/2024 (SHC TAX-EXEMPT COMMERCIAL PAPER) PART II, LINE 3, COLUMN (B) - THIS AMOUNT DIFFERS FROM THE ISSUE PRICE DUE TO INVESTMENT EARNINGS. PART II, LINE 13, COLUMNS (A) AND (B) - REPRESENT THE YEAR ALL FUNDS WERE ALLOCATED TO THE 300P RENEWAL PROJECT AND/OR RWC MOB. THE 300P PROJECT IS EXPECTED TO BE FULLY COMPLETED IN LATE CALENDAR YEAR 2029 WHILE THE RWC MOB IS EXPECTED TO BE COMPLETED IN LATE CALENDAR YEAR 2027. 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. THE RWC MOB IS STILL UNDER CONSTRUCTION AND HENCE HAS ZERO PERCENT PRIVATE USE. PART IV, LINE 2C, COLUMN (A) - REBATE CALCULATION DATE FOR SERIES 2023: 08/31/2025. PART IV, LINE 2C, COLUMN (B) - REBATE CALCULATION DATE FOR SERIES 2025: 11/19/2025. RICHARD SHUMWAY OFFICER HOUSING LOAN X 1500000 1500000 false false false RICHARD SHUMWAY OFFICER HOUSING LOAN X 1000000 1000000 false false false DAVID ENTWISTLE OFFICER HOUSING LOAN X 1000000 1000000 false false false DAVID ENTWISTLE OFFICER HOUSING LOAN X 1000000 800000 false false false DALE BEATTY KEY EMPLOYEE HOUSING LOAN X 500000 500000 false false false GARY FRITZ FORMER KEY EMPLOYEE HOUSING LOAN X 300000 300000 false false false 5100000 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 IS 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. X 1 X 3 84380 FAIR MARKET VALUE X 1 24970000 APPRAISAL 1 false true true SCHEDULE M, PART I, COLUMN B STANFORD HEALTH CARE IS REPORTING THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, QUESTION 32B STANFORD HEALTH CARE UTILIZES THE SERVICES OF STANFORD UNIVERSITY TO ASSIST WITH THE SOLICITATION AND PROCESSING OF NON-CASH GIFTS. 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. 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: DAVID ENTWISTLE RANDALL LIVINGSTON LLOYD B. MINOR, MD PAUL KING AMIT SINHA MARC E. JONES JONATHAN COSLET THE FOLLOWING INDIVIDUALS ARE EMPLOYEES OF STANFORD UNIVERSITY: JONATHAN GARFINKEL PAUL KHAVARI RANDALL LIVINGSTON LLOYD B. MINOR, MD THOMAS MONTINE, MD THE FOLLOWING INDIVIDUALS ARE OFFICERS AT STANFORD UNIVERSITY: RANDALL LIVINGSTON LLOYD B. MINOR, MD THE FOLLOWING INDIVIDUALS ARE TRUSTEES AT STANFORD UNIVERSITY: MARC E. JONES AMIT SINHA BESS WEATHERMAN THE FOLLOWING INDIVIDUALS ARE MANAGERS AT STANFORD PET-CT LLC: DAVID ENTWISTLE QUINN MCKENNA RICHARD SHUMWAY 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 6/26/2025) 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 2024 COMPENSATION FROM THE UNIVERSITY RELATED TO HIS SHC ADMINISTRATIVE ROLE IS $1,021,891 AND DR. MICHAEL PFEFFER'S CALENDAR YEAR 2024 COMPENSATION FROM THE UNIVERSITY RELATED TO HIS SHC ADMINISTRATIVE ROLE IS $1,293,874. 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 MANAGEMENT PLAN THAT OUTLINES THE STEPS THE OFFICER, DIRECTOR OR KEY EMPLOYEE MUST TAKE TO RECTIFY THE CONFLICT. 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 A PEER GROUP OF COMPARABLE ORGANIZATIONS 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 OCTOBER 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 FY25 AS NOTED: SUSAN BECHTEL AS OF 10/31/2024 WILLIAM BRODY, MD AS OF 10/31/2024 CECILIA HERBERT AS OF 8/31/2025 THOMAS MONTINE, MD AS OF 12/31/2024 THE FOLLOWING BOARD MEMBERS WERE APPOINTED TO THE BOARD DURING FY25 AS NOTED: FARAH CHAMPSI AS OF 4/1/2025 JONATHAN GARFINKEL AS OF 11/01/2024 PAUL KHAVARI AS OF 01/01/2025 DENISE O'LEARY AS OF 05/01/2025 MIKE VOLPI AS OF 09/01/2024 BESS WEATHERMAN AS OF 09/01/2024 HOURS AT RELATED ORGANIZATIONS FORM 990, PART VII, COLUMN B PAUL KING IS A DIRECTOR OF SHC. FOR FY25 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. RANDALL LIVINGSTON AND LLOYD B. MINOR, MD ARE DIRECTORS OF SHC. FOR FY25 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 NON OPERATING INC - SWAP INTEREST $ 19,653,060 GAIN/LOSS ON EXTINGUISHMENT OF DEBT $ 1,021,539 CHANGE IN MINIMUM PENSION LIABILITY $ (12,410,000) INVEST IN OFFSET NIIT NON-MP UR DEFERRED $ (1,156,124) EQUITY TRANSFER $ (82,368,422) SEROC BOOK/TAX DIFFERENCE $ (543,060) -------------- OTHER CHANGES IN NET ASSETS OR $ (75,803,007) FUND BALANCES CARE COUNSEL LLC 6937 VILLAGE PKWY BB DUBLIN CA 94568 680396696 HEALTHCARE CA 1688075 167884 SHC STANFORD BLOOD CENTER LLC 3373 HILLVIEW AVENUE PALO ALTO CA 94304 810816100 MEDICAL CA 117566670 29003246 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 5555 W LAS POSITAS BLVD PLEASANTON CA 94588 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 5555 W LAS POSITAS BLVD PLEASANTON CA 94588 262593526 SR. FACILITY CA 501(C)(3) PF SHC-TV true VALLEYCARE SENIOR HOUSING 5555 W LAS POSITAS BLVD PLEASANTON CA 94588 943382224 SR. 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SCHEDULE R, PART IV CHARITABLE LEAD ANNUITY TRUSTS ARE PRINCIPALLY DOMICILED IN CALIFORNIA. 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. SCHEDULE R, PART IV, COLUMNS (F), (G), (H) AND (I) RESPONSE IS "N/A" FOR ALL INDIRECTLY RELATED ORGANIZATIONS.