2024-08-13T18:47:44+00:00 2023-09-30 346565596 Ernst & Young US LLP 4365 Executive Drive Suite 1600 San Diego CA 92121 990 2022-10-01 950651579 Sharp Coronado Hospital & Healthcare Center SHAR 6195223610 8695 Spectrum Center Blvd San Diego CA 921231489 SCOTT EVANS SVP Market CEO 6195223610 2024-08-14 false true Debra Heiskala P00649485 8585357200 2022 2024-08-08 14:25:15Z SCOTT EVANS 8695 Spectrum Center Blvd San Diego CA 921231489 194075093 false X WWW.SHARP.COM X 1938 CA Coronado Hospital provides inpatient and outpatient medical services to the community. 17 13 0 56 474112 0 7444988 3522838 143500912 159014589 4401843 7851224 496464 556000 155844207 170944651 76037 257531 0 73179178 82745858 0 197069 72255636 71834149 145510851 154837538 10333356 16107113 149813987 182602334 27382209 26720673 122431778 155881661 To operate and maintain a general acute care hospital and related facilities for the acute care of persons suffering from illnesses or disabilities, and for the continuing care of persons needing rehabilitation and the custodial care of persons needing medical and nursing supervision on an inpatient and outpatient basis. To engage in educational activities relating to the care of the sick and injured or the promotion of health, which in the opinion of the Board of Directors of the Corporation may be justified by the facilities, personnel, funds or other requirements that can be made available. To promote and carry on scientific research related to the care of the sick and injured insofar as, in the opinion of the Board of Directors of the Corporation, such research can be carried on in, or in connection with the Hospital. To participate, so far as circumstances warrant, in any activity designated to promote general health and well-being. false false 137972432 257531 159014589 Coronado Hospital provides inpatient and outpatient medical services to the community. Service output for the fiscal year ended 9/30/2023 was 40,169 inpatient days and 93,383 outpatient visits. See Community Benefits Report on Schedule O. 137972432 true true false true false false false false false true false false true true true false true false false false false false false false false true true true false true false false false false false false false false false false false false false true true true false false true 0 0 0 true true false false false false false false false false false false false X 17 13 false false false false true true true true true false false true true true true true true true true false CA X JENNIFER GARDYNE 8584995150 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 Christopher D Howard PRESIDENT & CEO SHC 2.0 50.0 X X 0 2581520 19123 Dan Gensler CHAIR 5.0 3.0 X X 0 0 0 Susan Stone SVP HEALTH SYSTEM OPS AND SYSTEM CHIEF NURSING EXEC, SECRETARY THRU 11/21/2022 40.0 10.0 X X 0 800011 21103 Thomas Smisek VICE CHAIR 3.0 0 X X 0 0 0 William S Evans SECRETARY AS OF 10/30/2022, SVP MARKET CEO 10.0 40.0 X X 0 1194031 22231 Bob Campbell DIRECTOR 1.0 0 X 0 0 0 Carol Sommer DIRECTOR 1.0 0 X 0 0 0 Dave Sweeney DIRECTOR 2.0 0 X 0 0 0 Gregory Phillips MD DIRECTOR 1.0 0 X 14625 0 0 Joseph Jankiewicz MD DIRECTOR 1.0 0 X 4942 0 0 Marlena Montgomery DIRECTOR, CNO SCHHC 40.0 0.0 X 0 309220 28168 Michael Butera MD DIRECTOR, CHIEF OF STAFF 2.0 0 X 52163 0 0 Michael Woiwode DIRECTOR 2.0 0 X 0 0 0 Paul Plumb DIRECTOR 1.0 0 X 0 0 0 Philip Monroe DIRECTOR 1.0 0 X 0 0 0 Scott Metzger DIRECTOR 2.0 0 X 0 0 0 Sydney Stanley DIRECTOR 1.0 1.0 X 0 0 0 Trevor Lennard MD DIRECTOR, VICE CHIEF OF STAFF 4.0 0 X 13125 0 0 Doug Watson SVP & CFO SHC AS OF 6/26/23 2.0 50.0 X 0 0 0 Fahd Benjalil CFO/COO SCHHC 50.0 0.0 X 0 292665 33473 Rick L Grossman SVP GENERAL COUNSEL 1.0 52.0 X 0 1229363 10412 Staci L Dickerson SVP & CFO SHC THRU 07/01/2023 2.0 56.0 X 0 1334159 32943 Charity Base CLINICAL NURSE-BU 50.0 0.0 X 0 279661 21279 Dwight Bowman CLINICAL NURSE 45.0 0.0 X 0 249510 8825 Joy Conder CLINICAL NURSE-BU 40.0 0.0 X 0 241272 28291 Rachel Simbulan LD RAD TECH 45.0 0.0 X 0 261666 30623 Randy Delacruz DIR PERIOPERATIVE SVCS 40.0 0.0 X 0 240171 32921 84855 9013249 289392 197 false true false 0 41311 1110742 2370785 3522838 MEDICARE/MEDI-CAL 900099 74352850 74352850 NET PATIENT SERVICES 900099 83271855 83271855 RETAIL PHARMACY SALES 446110 931120 457008 474112 GROUND LEASE 531190 366661 366661 MEDICAL STAFF 900099 92103 92103 0 0 0 0 159014589 3865505 3865505 0 0 27064678 51483 23128872 1570 3935806 49913 3985719 3985719 HEALTHY LIVING CENTER 900099 482801 482801 AUXILLARY/GIFT SHOP 453220 52665 52665 DISCOUNTS 900099 14964 14964 5570 0 0 5570 556000 170944651 158540477 474112 8407224 257531 257531 734250 276609 457641 67110330 65197359 1898895 14076 2142860 2052094 90322 444 7888081 7553966 332483 1632 4870337 4766565 102460 1312 4834415 4551225 257446 25744 215006 0 215006 0 4856175 0 4856175 0 31224 0 31224 0 0 0 102147 0 102147 0 12052151 10966197 1025504 60450 816230 0 816230 0 5419472 4644016 772868 2588 7394163 6506864 887299 0 0 0 0 0 3643279 2938383 688475 16421 30856 20266 10572 18 0 0 0 0 182015 11231 170771 13 0 0 0 0 0 0 0 0 6313186 4873528 1376526 63132 579909 256544 323365 0 MEDICAL SUPPLIES 16139895 16139895 0 0 SHC ALLOCATION-Other Mgmt Svcs 3550635 1809320 1741315 0 MEDI-CAL PROVIDER TAX 2688201 2688201 0 0 REPAIR & MAINTENANCE 2324438 2140476 172723 11239 660752 322162 338590 0 154837538 137972432 16668037 197069 293991 538442 31304335 42570955 0 0 0 0 3152465 2802080 813462 867233 122540261 59150003 58132183 63390258 0 0 56117551 72433366 149813987 182602334 8068184 8539882 133469 163141 0 0 19180556 18017650 27382209 26720673 X 123793512 153877236 -1361734 2004425 122431778 155881661 149813987 182602334 X 16107113 8970139 8372631 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 31224 31224 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Sharp Coronado Hospital and Healthcare Center (SCHHC) pays annual dues to the California Hospital Association (CHA), Healthcare Association of San Diego & Imperial Counties (HASD&IC), California Association of Hospitals and Health Systems (CAHHS), and the American Hospital Association (AHA), which provides representation and advocacy at the local, state and federal level. CHA, HASD&IC, and AHA have determined that a portion of their membership dues are used for lobbying purposes. For FY 2023, the portion of SCHHC's annual dues calculated to have been used for lobbying purposes was $31,224. 1121022 1121022 55723494 35215223 20508271 527635 518752 8883 31471255 23416028 8055227 33696855 0 33696855 63390258 Due from Sharp HealthCare (SHC) 28139415 Other Investment - Coronado Hospital Foundation 27867624 Leased Assets - Operating 16195307 Leased Assets - Finance 231020 72433366 Long Term Pension 505126 Program Reserves, net 131210 Operating Lease Obligations 17148707 Finance Lease Obligations 232607 18017650 X 177598000 8970139 -220260 8749879 168848121 102147 1994383 2096530 170944651 154401000 0 0 154401000 102147 334391 436538 154837538 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The principal operations of Sharp are exempt from taxation pursuant to Section 501(c)(3) of the Internal Revenue Code and related California provisions. Sharp recognizes tax benefits from any uncertain tax positions only if it is more likely than not the tax position will be sustained, based solely on its technical merits, with the taxing authority having full knowledge of all relevant information. Sharp records a liability for unrecognized tax benefits from uncertain tax positions as discrete tax adjustments in the first interim period that the more likely-than-not threshold is not met. Sharp recognizes deferred tax assets and liabilities for temporary differences between the financial reporting basis and the tax basis of its assets and liabilities, along with net operating loss and tax credit carryovers only for tax positions that meet the more-likely-than-not recognition criteria. At September 30, 2023 and 2022, no such assets or liabilities were recorded. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Non-Operating Pension Costs - -220260 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Coronado Hospital Foundation Capital Contributions - 1846112 Medical Staff/Gift Shop Revenues - 144769 Other - 3502 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Medical Staff/Gift Shop Expenses - 114870 Non-Operating Pension Costs - 220260 Other (rounding) - -739 true true X true X true X false true true false true true 917334 0 917334 0.0059 59764352 61934298 0 0.0 272850 266111 6739 0.0000 0 0 60954536 62200409 924073 0.0060 70113 0 70113 0.0005 150508 0 150508 0.0010 6969959 4346627 2623332 0.0169 0 0 0 0.0 293822 0 293822 0.0019 0 0 7484402 4346627 3137775 0.0203 0 0 68438938 66547036 4061848 0.0262 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 false 2920591 0 12937017 17516666 -4579649 X true true 1 1 SHARP CORONADO HOSPITAL & HEALTHCARE 250 PROSPECT PLACE CORONADO CA 92118 WWW.SHARP.COM 090000036 X X X SHARP CORONADO HOSPITAL & HEALTHCARE 1 false false true X X X X X X X X X 21 true true true true X https://www.sharp.com/about/community/community-benefits/health-needs-assessments.cfm X true 21 true https://www.sharp.com/about/health-needs-assessments.cfm false true X 200.0 400.0 X X X true true X X X true X https://www.sharp.com/patient/billing/financial-assistance.cfm X https://www.sharp.com/patient/billing/financial-assistance.cfm X https://www.sharp.com/patient/billing/financial-assistance.cfm X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA. Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - SHARP CORONADO HOSPITAL & HEALTHCARE CENTER. Based on the results of the community health statistics scan and feedback from community partners received during the FY2022 CHNA planning process, a variety of community engagement activities were conducted across San Diego County as part of the collaborative, countywide FY2022 CHNA - led under the auspices of the Hospital Association of San Diego & Imperial Counites (HASD&IC) through the FY2022 CHNA Committee, of which Sharp was Chair. Additional community engagement activities were conducted specific to Sharp/SCHHC to provide a more comprehensive understanding of identified health and social needs for the patients and community members served by the hospital. The CHNA process also included a detailed analysis of how the top community needs impact the health of San Diego residents. Community engagement activities of the collaborative FY2022 included 16 focus groups (90 participants), key informant interviews (26 participants), and an online survey (502 respondents) as well as Community Health Worker and promotora interviews (223 participants) which targeted stakeholders from every region of San Diego County, all age groups, and numerous racial and ethnic groups. Collaboration with the County of San Diego Health & Human Services Agency, Public Health Services was vital to this process. Community engagement participants included county public health officers, health care and social service providers, and members of community-based organizations, including advocacy groups that represent communities facing inequities. A total of 841 individuals participated in the FY2022 collaborative CHNA. In addition to participation and leadership in the collaborative HASD&IC FY2022 CHNA process, Sharp contracted separately with the Institute for Public Health (IPH) at San Diego State University (SDSU) to collect input from Sharp HealthCare providers as well as from patients and community members served by Sharp hospitals, including SCHHC. This input focused on the health and equity issues that were identified in Sharp's 2019 CHNA, including the impact of COVID-19 on those issues. This included two surveys designed in partnership with IPH engaging a total of 92 Sharp providers and 16 HR staff. Lastly, the SCHHC FY2022 CHNA community engagement process included a robust online survey conducted through the Sharp Insight Community. The Sharp Insight Community is a private online environment for Sharp patients and their families, community members, Sharp employees, and Sharp-affiliated physicians. The FY2022 CHNA Sharp Insight Community online survey sought to obtain feedback on the top health and social needs faced by community members in lieu of COVID-19, as well as assess their awareness of community outreach programs offered by Sharp. The online survey also provided participants the opportunity to provide specific suggestions for Sharp to improve community health and well-being. A total of 619 community members completed the Sharp Insight Community Survey. SCHHC/Sharp-specific community engagement activities concluded in Spring 2022. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - SHARP CORONADO HOSPITAL & HEALTHCARE CENTER. The HASD&IC Board of Directors convened a CHNA Committee to plan and implement the collaborative FY2022 CHNA process. The CHNA Committee is comprised of representatives from the following hospitals and health care systems: * Kaiser Foundation Hospital - San Diego * Rady Children's Hospital - San Diego * Scripps Health (Vice Chair) * Sharp HealthCare (Chair) * Tri-City Medical Center * University of California San Diego Health * Grossmont Healthcare District The process and findings of the collaborative HASD&IC FY2022 CHNA significantly informed the SCHHC FY2022 CHNA and was further supported by additional data analysis and community engagement activities specific to the community served by SCHHC (the latter is described in Question 5). Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - SHARP CORONADO HOSPITAL & HEALTHCARE CENTER. The Sharp Coronado Hospital FY2022 Community Health Needs Assessment (CHNA) examines the health needs of the community members it serves in San Diego County. SCHHC'S FY2022 CHNA process and findings are based on the collaborative Hospital Association of San Diego and Imperial Counties (HASD&IC) FY2022 Community Health Needs Assessment process and findings for SDC. This collaborative process was conducted under the auspices of HASD&IC and was further supported by additional data analysis and community engagement activities specific to the community served by SCHHC (the latter is described in Question 5). Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - SHARP CORONADO HOSPITAL & HEALTHCARE CENTER. The findings of SCHHC's FY2022 Community Health Needs Assessment (CHNA) further dove into priority health needs impacting the communities served by SCHHC, particularly those community members facing inequities, as well as provided insight gathered from direct conversations with the community. Through the SCHHC FY2022 CHNA, the following priority health needs were identified for the communities served by SCHHC (listed in alphabetical order): * Access to Health Care * Aging Care & Support * Behavioral Health * Children & Youth Well-Being * Chronic Health Conditions * Community Safety * Economic Stability SCHHC reviewed findings from its FY2022 CHNA to assist in the design and implementation of programs and services provided at SCHHC for community members. In identifying these priorities, SCHHC considered the expertise and mission of its programs and services, as well as the needs of the unique, ever-changing demographics and health topics that comprise SCHHC's service area and region (San Diego County's south region). SCHHC provides programming and services that specifically address these needs, either directly or indirectly. Considering the significant number of adults and older adults who compose the community served by SCHHC (adults ages 45 to 65 and older, nearly 40%), many of SCHHC's programs focus on aging concerns. However, SCHHC also addresses chronic health conditions by providing education and healthy lifestyle programs as part of care for cardiovascular disease (CVD), diabetes, obesity and other health issues influenced by healthy weight and exercise. As a part of the Sharp system, SCHHC collaborates with the greater organization to address identified needs beyond SCHHC's capacity, including behavioral health and substance use. Community education and support elements of behavioral health are addressed through the programs and services provided by Sharp Mesa Vista Hospital (SMV) and Sharp McDonald Center, which are the major providers of behavioral health and substance use treatment services in SDC. Please refer to Section 11 of this report for details on those programs. SCHHC has collaborated with SMV in recent years and continues to explore those opportunities as capacity allows. SCHHC's most recent implementation strategy (FY 2024 - FY 2027) is available online at https://www.sharp.com/about/community/community-benefits/health-needs-assessments.cfm and details specific programs that SCHHC provides to address needs identified in its FY2022 CHNA. These programs and others are detailed further in the SCHHC section of Sharp HealthCare's FY 2023 Community Benefit Plan and Report, available for public viewing/download at: https://www.sharp.com/about/community/community-benefits/benefit-report.cfm. Schedule H, Part V, Section B, Line 20 Facility , 1 Facility , 1 - Sharp Coronado Hospital & Healthcare Center. The Sharp Coronado Hospital & Healthcare Center (SCHHC) does not make presumptive FAP-eligibility determinations based on third-party information as defined in section 501(r)-6(c)(2). Instead, SCHHC makes reasonable efforts based on notification and processing of applications as defined in 501(r)-6(c)(3). 1 VILLA CORONADO SKILLED NURSING FACILITY 233 PROSPECT PLACE CORONADO CA 92118 SKILLED NURSING FACILITY Schedule H, Part I, Line 6a Sharp HealthCare prepares an annual Community Benefit Report in accordance with the requirements of California Senate Bill (SB) 697, community benefit legislation (According to SB 697, hospitals under the common control of a single corporation or another entity may file a consolidated report with the Calif. Office of Statewide Health Planning and Development (OSHPD)). Sharp HealthCare submits an annual Community Benefit Report to the California OSHPD. The Sharp HealthCare Community Benefit Plan and Report, Fiscal Year 2023 is available online at https://www.sharp.com/about/community/community-benefits/benefit-report.cfm . Schedule H, Part III, Line 7 PART III, LINE 7 The organization incurred additional Medicare shortfall that is not allowed to be reported on Parts I and III, due to the definition of Medicare shortfall as prescribed by the IRS. This additional shortfall arises from the use of the Medicare cost report data which excludes fee based services, non-billable services, and disallowed operating expenses which the organization has determined to be revenues and expenses of the Medicare program and should be included in the total shortfall. A reconciliation of what the organization classifies as Medicare shortfall is as follows: Medicare revenue received reported on Parts I and III $17,283,644 Medicare allowable costs reported on Parts I and III $23,778,470 Shortfall included on Parts I and III ($6,494,826) Actual Medicare revenue received $19,084,117 Actual Medicare cost $26,467,606 Actual Medicare shortfall ($7,383,489) Additional Medicare shortfall not on Parts I and III ($888,663) Schedule H, Part I, Line 6a Community benefit report prepared by related organization Sharp Healthcare Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance Historical charity care percentages are applied to current revenues to estimate charity on a monthly basis. Actual charity transactions are applied against the estimate and any increase or decrease over estimated amounts is accounted for. Other Cost includes State/County programs included in the S-10 for Medicare Cost Reporting primarily for prison/in custody patient care. RCC were calculated using the Medicare Cost Report from Worksheet C. The Revenue and Expense tie to the general ledger with no exclusions, so worksheet C represents direct revenue and expense plus stepdown from Overhead departments. The RCC by CMS line was then applied to the applicable revenue departments broken down by payer to obtain the fully weighted cost by payer. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE HOSPITAL ADOPTED THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS UPDATE 2014-09 TOPIC 606 (ASU 606) EFFECTIVE OCTOBER 1, 2018. ASU 606 AND THE HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION (HFMA) DIFFERENTIATE BAD DEBT FROM IMPLICIT PRICE CONCESSIONS. THE HOSPITAL MAKES A DETERMINATION REGARDING A PRICE CONCESSION TO STANDARD PRICING ON A PORTFOLIO BASIS. THE IMPLICIT PRICE CONCESSIONS INCLUDED IN ESTIMATING THE TRANSACTION PRICE REPRESENT THE DIFFERENCE BETWEEN AMOUNTS BILLED TO PATIENTS AND THE AMOUNTS SHARP EXPECTS TO COLLECT BASED ON COLLECTION HISTORY WITH EACH PORTFOLIO OF PATIENTS. PATIENT SERVICE REVENUE IS RECORDED NET OF CONTRACTUAL ALLOWANCES AND DISCOUNTS, INCLUDING AN ESTIMATE FOR IMPLICIT PRICE CONCESSIONS. BAD DEBT IS RECORDED AS AN OPERATING EXPENSE AND RESULTS WHEN A PATIENT, DETERMINED TO HAVE THE FINANCIAL CAPACITY TO PAY FOR HEALTHCARE SERVICES, IS UNWILLING TO DO SO. FOR THE TAX YEAR ENDED SEPTEMBER 30, 2023, THE HOSPITAL DETERMINED $2,920,591 AS BAD DEBT EXPENSE. BAD DEBT EXPENSE IS NETTED AGAINST REVENUE. AS SUCH, $0.00 WAS BACKED OUT OF TOTAL EXPENSES FOR COLUMN (F) CALCULATION. ALSO APPLIES TO SCHEDULE H, PART I, LINE 7, COLUMN F. Schedule H, Part III, Line 3 Bad Debt Expense Methodology No figure is reported on Part III, line 3 (estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's charity care policy) due to all amounts attributable to patients eligible under the charity care policy being reported as charity. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote FN4: Net Patient Service Revenues Patient Service Revenues Sharp has agreements with third-party payors that provide for payments to Sharp at amounts different from its established rates. Inpatient and outpatient services provided to patients not covered by third-party payors are paid based on Sharp's policies and the patient's ability to pay. Sharp reduces the transaction price by implicit price concessions to uninsured patients and patients with uninsured balances, such as copays and deductibles. The implicit price concessions included in estimating the transaction price represent the difference between amounts billed to patients and the amounts Sharp expects to collect based on its collection history with this portfolio of patients. Subsequent changes to the estimates are considered variable consideration and are included in patient service revenue when information becomes available. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs Medicare should be included as a community benefit because participation in the Medicare program requires all patients be accepted whether through the Emergency Room or as a referral and Sharp Coronado Hospital and Healthcare Center must accept the Medicare established rates whether they cover the cost or not. Ratio of Cost to Charges (RCC) were calculated using the Medicare Cost Report from Worksheet C. The Revenue and Expense tie to the general ledger with no exclusions, representing direct revenue and expense plus stepdown from Overhead departments. The RCC by CMS line was then applied to the applicable revenue departments broken down by payor to obtain the fully weighted cost by payer. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance Sharp does not initiate collection activities on accounts known to be eligible for Financial Assistance or Charity care. It is also Sharp's policy to recall/cancel accounts assigned to a collection agency if it is determined, at any time, a patient account is eligible for Financial Assistance or Charity care. Schedule H, Part V, Section B, Line 16a FAP website - SHARP CORONADO HOSPITAL & HEALTHCARE: Line 16a URL: https://www.sharp.com/patient/billing/financial-assistance.cfm; Schedule H, Part V, Section B, Line 16b FAP Application website - SHARP CORONADO HOSPITAL & HEALTHCARE: Line 16b URL: https://www.sharp.com/patient/billing/financial-assistance.cfm; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - SHARP CORONADO HOSPITAL & HEALTHCARE: Line 16c URL: https://www.sharp.com/patient/billing/financial-assistance.cfm; Schedule H, Part VI, Line 2 Needs assessment Sharp HealthCare (Sharp) has been a long-time partner in the process of identifying and responding to the health needs of the San Diego community. This partnership has included a broad range of hospitals, health care organizations, and community agencies in order to conduct triennial Community Health Needs Assessments (CHNAs) for more than 25 years. Sharp hospitals, including Sharp Coronado Hospital and Healthcare Center (SCHHC), base their community benefit and community health programs on both the findings of these needs assessments and the combination of expertise in programs and services offered and the knowledge of the populations and communities served by each Sharp hospital. The complete FY2022 Community Health Needs Assessment for SCHHC is available online at: https://www.sharp.com/about/community/community-benefits/health-needs-assessments.cfm or by contacting Sharp HealthCare Community Benefit at: communitybenefits@sharp.com. SCHHC is committed to the health and well-being of its community, and the findings of SCHHC's most recent (FY2022) CHNA help inform the activities and services provided by SCHHC to improve the health of its community members. These programs are detailed in SCHHC's FY24-FY27 implementation strategy, which are available online to the community at: https://www.sharp.com/about/community/community-benefits/health-needs-assessments.cfm SCHHC reviewed the findings from its CHNA and used the assessment to help inform priority needs for members of the communities it serves. In identifying these priorities, SCHHC also considered the expertise and mission of its programs and services, in addition to the needs of the unique, ever-changing demographics and health topics that comprise SCHHC's service area and region. SCHHC also provides education and screening programs that address a healthy lifestyle and are an important factor in care for obesity, heart health/cardiovascular disease and diabetes. Unfortunately, SCHHC has limited capacity and resources to comprehensively address these health needs through community initiatives, as well as lacks the resources to meet the need for community education and support in behavioral health. Community education and support elements of behavioral health are addressed through the programs and services provided by Sharp Mesa Vista Hospital (SMV) and Sharp McDonald Center, which are the major providers of behavioral health and substance use services in SDC. However, SCHHC has begun to collaborate with SMV in recent years and continues to explore those opportunities as capacity allows. Please refer to Part V, Sections B and C, for additional details on the process, findings and strategies to address those findings for SCHHC's FY2022 CHNA. Programs that address CHNA-identified needs are also detailed in the SCHHC section of Sharp HealthCare's FY 2022 Community Benefit Plan and Report, available for public viewing/download at: https://www.sharp.com/about/community/community-benefits/benefit-report.cfm In addition, SCHHC: * Incorporates priority community health needs into its strategic plan and goal development * Estimates an annual budget for community programs and services based on community needs, previous years' experience and current funding levels * Prepares and distributes a monthly report of community activities to its board of directors, describing community benefit programs and services provided, such as education and screening activities. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Sharp HealthCare's financial assistance policy is in furtherance of its charitable mission. The policy identifies eligibility for, and circumstances under which, financial assistance will be extended to Sharp HealthCare's hospital patients for medically necessary services. "Charity Care" is that portion of Sharp HealthCare's charges for medically necessary patient care services provided by a hospital that a patient (either individually or through a third-party payer) is unable to pay. Charity Care does not include bad debt, contractual adjustments, or un-reimbursed costs of providing care to patients eligible under government programs for health care services to low-income and medically indigent patients. "Financial Assistance" means any reduction of charges for medically necessary services as defined herein that may be made by Sharp HealthCare either for, or on behalf of, a patient who applies to Sharp HealthCare for Financial Assistance and meets Sharp HealthCare's financial eligibility requirements or criteria as described in this policy. For purposes of the policy Financial Assistance includes "charity care" which means a 100% reduction in charges for medically necessary services and "partial charity care" which means a reduction in a portion of charges for such services. All patients should be screened at the time of admission or at registration for ability to pay for services, including whether or not they are candidates for Financial Assistance. Care for patients presenting with a known or possible emergency medical condition or in active labor shall not be delayed in order to assess financial status. In order to both inform patients of the various programs they may be entitled to, and assist them in the application process, Uncompensated Care Specialists provide patient(s) with a Financial Assistance Form. The Uncompensated Care Specialists direct the patient (or their guarantor) to complete a Patient Financial Statement, include specified financial items for both the patient and spouse (if any), direct the patient to return all information within ten days and document in patient's account history notes the substance of any patient discussions and that the Patient Financial Statement was provided. Following internal processing of the Financial Assistance Form, Sharp Uncompensated Care Specialists and/or Private Pay Representatives notify patient of Financial Assistance Application results, document the decision in all approved and denied Financial Assistance Accounts and secure payment arrangements for remaining balance of partial Financial Assistance or denied Financial Assistance accounts. All follow-up and patient interaction is documented in the patient's account history notes. Schedule H, Part VI, Line 4 Community information The communities served by SCHHC include the City of Coronado, Downtown San Diego and Imperial Beach, an incorporated city. Notably, most Coronado residents use SCHHC. Coronado is connected to central San Diego by a bridge to the east and an isthmus known as the Silver Strand to the south. SCHHC is geographically isolated and located in the central area of Coronado, which includes hotels, shops, single family homes, condominiums and apartments. Coronado also includes Coronado Cays, a marina community located on the isthmus. In addition to these communities, there are six military sites in Coronado including one of the largest Naval Commands, with housing located both on- and off-base. Downtown San Diego and Imperial Beach are in close proximity to Coronado. Certain secondary data sources are not available at this level of specificity, and in these cases broader summaries of San Diego County (SDC), which includes Coronado and many of the primary communities served by SCHHC, are provided. In 2023, there were 540,188 residents age 65 and older in SDC, representing 16.1% of the population. Between 2023 and 2028, it is anticipated that SDC's senior population will grow by 13.3%.194 Further, individuals age 65 and older make up 20.6% of Coronado Island's population, while adults ages 45 to 64 make up 19.0%. Between 2023 and 2028, the senior population is projected to grow by 13.2% on Coronado Island and by 13.8% in SCHHC's service area, which includes Coronado Island, Imperial Beach and Otay Mesa, among other communities. Given the unique geography and demographic composition of these communities, many of the hospital's services address the health needs of older adults. For SCHHC's FY2022 CHNA process, the IBM/Dignity Health Community Need Index (CNI) was utilized to identify communities with greater health disparity within the county. The CNI identifies the severity of health disparity for every ZIP code in the United States (U.S.) based on specific barriers to health care access, including education, income, culture/language, insurance and housing. As such, the CNI demonstrates the link between community need, access to care and preventable hospitalizations. According to the CNI, communities served by SCHHC with especially high need include Chula Vista, Imperial Beach, National City, El Cajon, Downtown San Diego, East San Diego, Southeast San Diego, Encanto, Otay Mesa, and San Ysidro. In SDC in 2021, 96.1% of children age 18 and under, 88.1% of young adults ages 19 to 25, 88.5% of adults ages 26 to 44, 91.7% of adults ages 45 to 64 and 98.9% of seniors age 65 and older had health insurance. Health insurance coverage for each age group was lower than the Healthy People 2030 (HP2030) national target of 92.4% health insurance coverage for all individuals under age 65, with the exception of children ages 0 to 18 years. In 2021, 10.7% of SDC's population reported living below 100% of the federal poverty level (FPL). The county's unemployment rate was 6.2% and 5.0% of households received Supplemental Security Income. According to the San Diego Hunger Coalition, nutrition insecurity has not changed for almost a year due to historic increases in the cost of living. As of March 2023, 23% of San Diegans experienced nutrition insecurity and 28% of children lived in nutrition insecure households. Schedule H, Part VI, Line 5 Promotion of community health Sharp Coronado Hospital and Healthcare Center has an open medical staff and a community board. Surplus funds generated by hospital operations are re-invested by the organization to fund capital improvements and acquire state of the art medical equipment with the intent of continually improving patient care. Further, as San Diego's largest private employer, Sharp promotes a culture of environmental responsibility through education, outreach, and collaboration with San Diego earth-friendly businesses to help identify best practices to reduce the costs of green practices and facilitate implementation of sustainable initiatives. Through various strategies, SCHHC diverted more than 485,101 pounds of waste in FY2023, approximately 38% of its generated waste. Sharp believes the promotion of healthy food choices is necessary to improve the health of patients, employees and the community. Sharp works closely with its food service partner, Sodexo, to innovate practices and encourage consumers to adopt habits that reduce chronic disease risk factors and minimize waste. Sharp and Sodexo have developed the following goals related to sustainable food practices: * A 50% reduction in total diversion from the landfill by 2030, which include food donations and organic waste recycled in compost collection. * At least 15% of total purchases are sourced from sustainable suppliers, which includes dollars spent on local, sustainable, organic animal proteins and produce. During FY 2023, Sharp diverted approximately 509,000 lbs from the landfill and purchased approximately 52% of animal protein and produce from local, sustainable and organic sources. Sharp also contributes to the health and safety of the San Diego community through essential emergency and disaster planning activities and services. Sharp's disaster preparedness team provides education to staff, community members and community health professionals, and collaborates with numerous state and local organizations to prepare the community for a potential emergency or disaster. FY 2023 efforts are described below. Sharp's disaster preparedness team led monthly Amateur Radio Emergency Service (ARES) trainings for the community. ARES consists of licensed volunteers who provide advanced radio operations during severe region-wide disasters. Additionally, during the year, multiple Sharp entities hosted personnel from the County's Public Health Preparedness and Response (PHPR) Branch and Office of Emergency Services to orient and educate these community partners on Sharp's disaster preparedness efforts. Sharp partnered with the County of San Diego - including the Emergency Medical Services, PHPR, and Medical Operations Center branches - as well as other regional health care partners in several disaster preparedness exercises. The San Diego Regional Medical & Health Wildfire Evacuation & Surge Full-Scale Exercise tested the San Diego region's ability to respond and evacuate patients in the event of large-scale wildfires. Sharp conducted a drill at each of its acute care hospitals and SRSMC locations and represented health care operations on behalf of the exercise planning committee. In addition, Sharp served on the planning team for the San Diego County Medical and Health Facility Pediatric Surge Tabletop Exercise, a Full-Scale Extended Rain and Flooding Exercise, and a Burn Surge Tabletop Exercise. Further, Sharp provided expertise and collaboration in the planning process for the San Diego International Airport's required full-scale exercise focused on patient reunification. Members of Sharp's disaster leadership team donate their time to various state and local organizations and committees. In FY 2023, this included the County of San Diego Emergency Medical Care Committee, the California Hospital Association (CHA) Emergency Management Advisory Committee, the California Department of Public Health's (CDPH) Joint Advisory Committee, the Ronald McDonald House Operations Committee, the CDPH Statewide Medical and Health Exercise Workgroup, and the San Diego International Airport Aviation Security and Public Safety Department. Through participation in the U.S. Department of Health and Human Services' Public Health Emergency Hospital Preparedness Program (HPP), Sharp provides resources, trainings and information to prepare non-hospital entities in SDC for a collaborative response to an emergency or disaster. The HPP seeks to continually identify and develop relationships with health care entities, nonprofit organizations, law enforcement, military installations and other organizations that serve SDC and are located near partner health care facilities. This includes Sharp's participation in the County of San Diego Healthcare Disaster Coalition, a multi-agency group of representatives who assist the county in improving mitigation, preparedness, response and recovery activities during emergencies and disasters. As part of this coalition in FY 2023, Sharp's disaster preparedness team participated in the HPP budget, decontamination, and SharePoint subcommittees. The HPP budget subcommittee strives to improve readiness by building supply caches of readily available health care supplies that can be used during a disaster. In addition, the decontamination subcommittee aims to standardize equipment and processes for hospitals, while the SharePoint subcommittee is designed to build a coalition SharePoint site to provide members with disaster health care education and information. To collaboratively address public health threats, Sharp continued to participate in a workgroup alongside Scripps Health, Palomar Health, UC San Diego Health, Kaiser Permanente San Diego, HASD&IC and CHA to share best practices in patient care; strategies to ensure provider safety and well-being; and plans for a continuously successful disaster response that aligns with current public health guidelines. The group continues to collaborate with federal partners to formalize a cybersecurity readiness plan for San Diego hospitals and other health care delivery systems to effectively respond in the event of a cybersecurity incident. Sharp's disaster leadership collaboratively steers the Highly Infectious Disease Advisory Committee. This committee prepares the Sharp workforce to care for patients infected with COVID-19 and other emerging infectious diseases. This committee remains in close contact with local, state and national health officials to report and monitor cases as well as secure sustainable supply chains for necessary equipment and supplies. The Highly Infectious Disease Advisory Committee also disseminates relevant guidance and recommendations to Sharp's workforce, community partners and patients. Sharp supports the safety efforts of California and the County of San Diego through maintenance and storage of a federally funded decontamination trailer at SGH for use during mass decontamination events. Although the trailer is strategically located at Sharp Grossmont Hospital to respond to the needs of East County, it can be relocated elsewhere in the event of an emergency. Additionally, all Sharp hospitals are prepared for an emergency with backup water supplies that will last up to 96 hours in the event of an interruption to the system's normal water supply. Sharp also supports the community's response capabilities in the event of chemical or biological disasters by hosting federally supervised CHEMPACKs, which contain medications that can be used to treat symptoms of exposure to nerve agents. Further, Sharp hosts and maintains multiple disaster ventilators in addition to critical supplies necessary to care for patients who may present with a high-consequence infectious disease, such as Ebola. Schedule H, Part VI, Line 6 Affiliated health care system Sharp HealthCare (Sharp) is an integrated, regional health care delivery system based in San Diego, California. The Sharp system includes four acute care hospitals; three specialty hospitals; three affiliated medical groups; 28 medical centers; five urgent care centers; three skilled nursing facilities (SNF); two inpatient rehabilitation centers; home health, hospice and home infusion programs; numerous outpatient facilities and programs; three charitable foundations; and a variety of other community health education programs and related services. Sharp also offers individual and group health maintenance organization coverage through Sharp Health Plan (SHP). Serving a population of approximately 3.3 million in San Diego County (SDC), as of September 30, 2023, Sharp is licensed to operate 2,209 beds and has approximately 2,800 Sharp-affiliated physicians and 19,000 employees. It is Sharp's mission to improve the health of those it serves with a commitment to excellence in all that it does. Sharp's goal is to offer quality care and services that set community standards, exceed patient expectations and are provided in a caring, convenient, cost-effective and accessible manner. Sharp will be recognized by employees, physicians, patients, volunteers and the community as the best place to work, the best place to practice medicine and the best place to receive care. Sharp will be known as an excellent community citizen, embodying an organization of people working together to do the right thing every day to improve the health and wellbeing of those it serves. In support of Sharp's organizational commitment to transform the health care experience, Sharp's Pillars of Excellence serve as a guide for its team members, providing framework and alignment for everything Sharp does. Since 2014, Sharp's Executive Steering and Board of Directors enhanced Sharp's safety focus, further driving the organization's emphasis on its culture of safety and incorporating the commitment to become a High Reliability Organization (HRO) in all aspects of the organization. At the core of HROs are five key concepts: * Sensitivity to operations * A reluctance to simplify * Preoccupation with failure * Deference to expertise * Resilience Applying high-reliability concepts in an organization begins when leaders at all levels start thinking about how the care they provide could improve. It begins with a culture of safety. With this learning, Sharp is a seven-pillar organization - Quality, Safety, Service, People, Finance, Growth and Community. The foundational elements of Sharp's strategic plan have been enhanced to emphasize Sharp's desire to do no harm. This strategic plan continues Sharp's transformation of the health care experience, focusing on safe, high-quality and efficient care provided in a caring, convenient, cost-effective and accessible manner. SCHHC is a 181-bed hospital that provides medical and surgical care, intensive care, sub-acute and long-term care, rehabilitation therapies, joint replacement surgery, hospice and emergency services. In 2007, SCHHC was one of the first five hospitals nationwide to be recognized as a Designated Planetree Patient-Centered Hospital, and was re-designated in 2017 for the fourth consecutive time. Additionally, SCHHC was named a Planetree Hospital with Distinction for its leadership and innovation in patient-centered care. As a Designated Planetree Patient-Centered Hospital, Sharp Coronado provides an innovative health care experience for patients and their loved ones. Schedule H, Part VI, Line 7 State filing of community benefit report CA true California Health Foundation and Trust 1215 K Street Suite 800 Sacramento CA 95814 941498697 501 (c)(3) 256531 Medi-Cal Program 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The Management team evaluates requests for contributions from outside organizations taking into account how they align with the organization's mission. No monitoring is done after the grants are made. false true false false false false false false false Christopher D Howard PRESIDENT & CEO SHC 0 1844229 0 678749 0 58542 0 0 0 19123 0 2600643 0 0 Susan Stone SVP HEALTH SYSTEM OPS AND SYSTEM CHIEF NURSING EXEC, SECRETARY THRU 11/21/2022 0 583865 0 184772 0 31374 0 11108 0 9995 0 821114 0 0 William S Evans SECRETARY AS OF 10/30/2022, SVP MARKET CEO 0 827620 0 312163 0 54248 0 0 0 22231 0 1216262 0 0 Marlena Montgomery DIRECTOR, CNO SCHHC 0 243114 0 65567 0 539 0 13369 0 14799 0 337388 0 0 Staci L Dickerson SVP & CFO SHC THRU 07/01/2023 0 985023 0 326126 0 23010 0 10575 0 22368 0 1367102 0 0 Rick L Grossman SVP GENERAL COUNSEL 0 886600 0 292585 0 50178 0 0 0 10412 0 1239775 0 0 Fahd Benjalil CFO/COO SCHHC 0 223681 0 61208 0 7776 0 12466 0 21007 0 326138 0 0 Charity Base CLINICAL NURSE-BU 0 279234 0 0 0 427 0 12931 0 8348 0 300940 0 0 Joy Conder CLINICAL NURSE-BU 0 233368 0 0 0 7904 0 19637 0 8654 0 269563 0 0 Rachel Simbulan LD RAD TECH 0 261563 0 0 0 103 0 10206 0 20417 0 292289 0 0 Randy Delacruz DIR PERIOPERATIVE SVCS 0 196610 0 37257 0 6304 0 12161 0 20760 0 273092 0 0 Dwight Bowman CLINICAL NURSE 0 247247 0 0 0 2263 0 0 0 8825 0 258335 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE COMPENSATION COMMITTEE OF SHARP HEALTHCARE, THE PARENT ORGANIZATION, ESTABLISHES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE ENGAGES INDEPENDENT COMPENSATION CONSULTANTS AND THE AMOUNT IS APPROVED BY BOTH THE COMPENSATION COMMITTEE AND BOARD OF DIRECTORS. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Sharp HealthCare ("Company") sponsors an Executive Flexible Benefit Plan ("Plan") to provide designated executives with a reasonable level of benefits in return for their continued employment with the Company. The Plan is administered on a Plan Year basis of January 1 to December 31. Changes in Flexible Benefit Options are permitted annually, effective January 1 of the new Plan Year. The provisions of the Plan, which were restated effective as of December 31, 2008, are described below as restated. The Plan is available to the Chief Executive Officer, Executive Vice President of Hospital Operations, and Senior Vice Presidents. The Flexible Benefit Allowance available to each participant each plan year shall equal the sum of the following: - A company provided base allowance equal to 18% of the participant's base salary - A participant deferral up to 6% of the participant's pre-tax base salary for such plan year as elected by the participant - A company match should the participant make an elective deferral for a plan year. The company match begins at 2% for the first 1% elective deferral and increases 0.5% for each additional 1% elective deferral, to a maximum match of 4.5% on a 6% elective deferral. The Plan allows participants to use the Flexible Benefit Allowance to purchase additional long-term disability coverage, long-term care coverage, and flexible survivor coverage/accumulation benefits (life insurance). Participants in the flexible survivor coverage/accumulation benefits plan previously could elect to apply Flexible Benefit Allowance to acquire additional survivor coverage, or toward deposits to the Supplemental Survivor Accumulation Benefit Plan ("SSAB") to fund post-retirement survivor benefits, subject to the ERISA limit provided their policies were issued prior to September 18, 2003. The Company shall automatically continue whatever elective coverage and additional deposit elections that were in place for the SSAB during the 2008 plan year. No elective coverage or additional deposits were available to participants whose policies were issued on or after September 18, 2003. Any Flexible Benefit Allowance that remains after purchasing these additional coverages shall be paid to the participant in cash in equal installments throughout the Plan Year, not less frequently than quarterly. If the participant separates from service during the Plan Year, the participant forfeits any unpaid Allowance. During the year ended December 31, 2022, no participants received distributions from the plan. Form 990, Part VI, Line 6 Classes of members or stockholders Sharp HealthCare (FEIN #95-6077327) is the sole member of Sharp Coronado Hospital and Healthcare Center. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Sharp HealthCare, as the sole member of the corporation, has the right to elect and remove most board members. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Sharp HealthCare, as the sole member of the corporation, has the right to elect and remove most board members. Sharp HealthCare also retains the approval rights afforded members for certain significant transactions (e.g. dissolution or sale or transfer of all or substantially all of the assets). Form 990, Part VI, Line 11b Review of form 990 by governing body The final Form 990 is placed on the organization's intranet, the governing body is notified, prior to the filing date, where it is viewable for comment from all members of the governing body. The review process includes multiple levels of review including key corporate and entity finance department personnel comprised of the Accounting Manager, Vice President of Finance, Senior Vice President and Chief Financial Officer, and entity Chief Financial Officer. Additionally, the organization contracts with Ernst & Young, and an independent accounting firm, for review of the Form 990. Form 990, Part VI, Line 12c Conflict of interest policy The Corporation is committed to preventing any Participant of the Corporation from gaining any personal benefit from information received or from any transaction of Sharp. One component of the written conflict of interest policy requires that Board Members, Corporate Officers, Senior Vice Presidents and Chief Executive Officer(s) submit a conflict of interest statement annually to Legal Services/Senior Vice President of Legal Services who will review all statements. In addition, all Vice Presidents and any employees in the Purchasing/Supply Chain, Audit and Compliance, and Case Management/Discharge Planning departments are required to complete an online conflict of interest questionnaire annually that is reviewed by the Conflict Review Committee comprised of employees from Sharp's Legal, Compliance, and Internal Audit departments. In connection with any transaction or arrangement, which may create an actual or possible conflict of interest, the person shall disclose in writing the existence and nature of his/her financial interest and all material facts. Board Members, Corporate Officers, Senior Vice Presidents, and the Chief Executive Officer(s) shall make such disclosures directly to the Chairman of the Sharp HealthCare Board, and to the members of the committee with the board designated powers considering the proposed transaction or arrangement. Upon disclosure of the financial interest and all material facts, the Board Member, Corporate Officer, Senior Vice President or the Chief Executive Officer(s) making such disclosures shall leave the board or the committee meeting while the financial interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. In certain instances, such as if someone takes a board seat on a competitor's board of directors or has a role with an organization whereby the information that they may obtain from Sharp would put them in a consistent conflict with their two roles, the conflict could call for the individual's removal from the board. The bylaws for the organization provide for the ability to remove directors in accordance with Section 5222 of the California Corporations Code. This can generally be done on a "for cause a "no cause" basis by the action of the member. Form 990, Part VI, Line 15a Process to establish compensation of top management official The Compensation Committee of Sharp HealthCare retains an independent compensation consulting firm to review the total compensation paid to executive management (President/Chief Executive Officer, Chief Operating Officer, and Senior Vice Presidents) and compares it to the total compensation paid to similar positions with like institutions. The information is presented to the Compensation Committee of the Board of Directors by the independent consultant. The Compensation Committee is comprised of Board members who are not physicians and who are not compensated in any way by the organization. The Compensation Committee creates and approves the organization's Executive Compensation Philosophies and Strategies statement and as part of this approves the total compensation for the President/Chief Executive Officer and reviews and approves the total compensation recommendations for the remaining executive team. The Compensation Committee presents its decision to the Board of Directors. The Compensation Committee retains minutes of its meetings. The review was last conducted in November 2023. The Compensation department engages a third-party independent consultant to conduct a compensation study covering officers and key employees. The independent third party compares base salaries to similar positions with like institutions. The information is reviewed by the Compensation department and is presented to the President/Chief Executive Officer, the Chief Operating Officer and the appropriate Senior Vice President for review and approval. This study was last conducted in January 2024. Form 990, Part VI, Line 15b Process to establish compensation of other employees The Compensation Committee of Sharp HealthCare retains an independent compensation consulting firm to review the total compensation paid to executive management (President/Chief Executive Officer, Chief Operating Officer, and Senior Vice Presidents) and compares it to the total compensation paid to similar positions with like institutions. The information is presented to the Compensation Committee of the Board of Directors by the independent consultant. The Compensation Committee is comprised of Board members who are not physicians and who are not compensated in any way by the organization. The Compensation Committee creates and approves the organization's Executive Compensation Philosophies and Strategies statement and as part of this approves the total compensation for the President/Chief Executive Officer and reviews and approves the total compensation recommendations for the remaining executive team. The Compensation Committee presents its decision to the Board of Directors. The Compensation Committee retains minutes of its meetings. The review was last conducted in November 2023. The Compensation department engages a third-party independent consultant to conduct a compensation study covering officers and key employees. The independent third party compares base salaries to similar positions with like institutions. The information is reviewed by the Compensation department and is presented to the President/Chief Executive Officer, the Chief Operating Officer and the appropriate Senior Vice President for review and approval. This study was last conducted in January 2024. Form 990, Part VI, Line 19 Required documents available to the public The organization does not make its governing documents available to the general public. Policies are considered proprietary information, however in Sharp HealthCare's publicly available Code of Conduct, Sharp outlines its Conflict of Interest policies in a user friendly manner. The annual audited financial statements of the consolidated group are published on the dacbond.com website (www.dacbond.com), are attached to the Form 990 filed for each of the Sharp hospitals, and are available upon request. The annual audited financial statements include combining schedules which disclose the financial results (Balance Sheet, Statement of Operations, Statement of Changes in Net Assets) for each entity of the consolidated group. Quarterly financial statements of Sharp's obligated group are published on the dacbond.com website (www.dacbond.com). Form 990, Part VII, Section A PART VII, SECTION A SHARP CORONADO HOSPITAL AND HEALTHCARE CENTER EXECUTIVES' SALARIES AND WAGES ARE PAID UNDER SHARP HEALTHCARE'S TAX ID NUMBER (EIN 95-6077327), AND AS SUCH ARE ALSO REPORTED ON SHARP HEALTHCARE'S FORM 990. Form 990, Part VII, Section B, Line 1 All Independent Contractors are paid on behalf of Sharp Coronado Hospital by a related organization, Sharp HealthCare (FEIN #95-6077327), and are reported on Sharp HealthCare's tax return. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Miscellaneous - Total Revenue: 5570, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 5570; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Minimum Pension Liability - 243445; Change in Beneficial Interest in Coronado Hospital Foundation - 8129207; Other - -21; Form 990, Schedule R, Part IV, Line 1 CONTINUOUS QUALITY INSURANCE SPC Sharp Healthcare (95-6077327), the parent organization for SCHHC, files Form 5471, Information Return of U.S. Persons With Respect To Certain Foreign Corporations, oh behalf of SCHHC. Form 990, Part V, Line 1a All Independent Contractors are paid on behalf of Sharp Coronado Hospital by a related organization, Sharp HealthCare (FEIN #95-6077327), and are reported on Sharp HealthCare's tax return. Form 990, Part III, Line 4a Community Benefit Report See full Sharp HealthCare Annual Community Benefit Plan and Report at: https://www.sharp.com/about/community/community-benefits/benefit-report.cfm Sharp HealthCare (Sharp) is an integrated, regional health care delivery system based in San Diego, California. The Sharp system includes four acute care hospitals; three specialty hospitals; three affiliated medical groups; 23 medical centers; five urgent care centers; three skilled nursing facilities (SNF); two inpatient rehabilitation centers; home health, hospice and home infusion programs; numerous outpatient facilities and programs; three charitable foundations; and a variety of other community health education programs and related services. Sharp also offers individual and group health maintenance organization coverage through Sharp Health Plan (SHP). Serving a population of approximately 3.3 million in San Diego County (SDC), as of September 30, 2023, Sharp is licensed to operate 2,209 beds and has approximately 2,800 Sharp-affiliated physicians and 19,200 employees. Mission It is Sharp's mission to improve the health of those we serve with a commitment to excellence in all that we do. Sharp's goal is to offer quality care and services that set community standards, exceed patients' expectations and are provided in a caring, convenient, cost-effective and accessible manner. Vision Sharp's vision is to transform the health care experience and be recognized as the best place to work, the best place to practice medicine and the best place to receive care. Sharp will be known as an excellent community citizen embodying an organization of people working together to do the right thing every day to improve the health and well-being of those we serve. Sharp will become the best health system in the universe. This summary provides an overview of community benefit planning at Sharp HealthCare (Sharp), a listing of community needs addressed in this Community Benefit Plan and Report and a summary of community benefit programs and services provided by Sharp in fiscal year (FY) 2023 (Oct. 1, 2022, through Sept. 30, 2023). In addition, the summary reports the economic value of community benefit provided by Sharp, according to the framework specifically identified in Senate Bill 697 (SB 697), for the following entities: Sharp Chula Vista Medical Center (EIN 95-2367304) Sharp Coronado Hospital and Healthcare Center (EIN 95-0651579) Sharp Grossmont Hospital (33-0449527) Sharp Mary Birch Hospital for Women & Newborns (EIN 95-3782169) Sharp Memorial Hospital (EIN 95-3782169) Sharp Mesa Vista Hospital and Sharp McDonald Center (EIN 95-3782169) Sharp Health Plan (EIN 33-0519730) Community Benefit Planning at Sharp HealthCare Sharp bases its community benefit planning on its triennial community health needs assessments (CHNA) combined with the expertise in programs and services of each Sharp hospital. Listing of Community Needs Addressed in the Sharp HealthCare Community Benefit Plan and Report, FY 2023 * Access to care and financial support for uninsured and underinsured community members and individuals without a medical provider * Programs and services that provide community and social support to address health equity challenges * Education, screening and support programs for chronic health conditions and other health needs, including, but not limited to, heart and vascular disease, stroke, cancer, diabetes, obesity and unintentional injuries * Aging care and support programs including health education, support and screening activities for seniors and caregivers * Safety and support programs for seniors and people with disabilities * End-of-life and advance care planning services for hospice patients and their loved ones and the community * Support for community nonprofit health and social service organizations * Education and training for community health care professionals * Student and intern supervision, education and support * Collaboration with local schools to promote interest and provide health career pathways * Cancer patient navigation services and participation in clinical trials * Women's and prenatal/postnatal health services, support and education, including services for high-risk pregnancies * Behavioral health and substance use education, screening and support for the community - including seniors and individuals experiencing homelessness * Provider education and protocol development to enhance community safety programming related to trauma-informed care, human trafficking and related topics. Economic Value of Community Benefit Provided in FY 2023 In FY 2023, Sharp provided a total of $570,261,806 in community benefit programs and unreimbursed services. These financial figures represent unreimbursed community benefit costs after the impact of the Medi-Cal Hospital Fee Program. Total economic value of community benefit provided by each Sharp HealthCare entity in FY 2023 was as follows: Sharp Chula Vista Medical Center - $135,407,856 Sharp Coronado Hospital and Healthcare Center - $22,678,269 Sharp Grossmont Hospital - $169,579,277 Sharp Mary Birch Hospital for Women & Newborns - $7,753,723 Sharp Memorial Hospital - $203,589,764 Sharp Mesa Vista Hospital and Sharp McDonald Center - $31,135,996 Sharp Health Plan - $116,921 TOTAL FOR ALL ENTITIES - $570,261,806 Form 990, Part III, Line 4a Community Benefit Report Economic Value of Community Benefit Provided in FY 2023 by SB 697 Category and by Sharp entity was as follows: Sharp Chula Vista Medical Center: Medical Care Services - $133,771,873 Other Benefits for Vulnerable Populations - $497,960 Other Benefits for the Broader Community - $255,774 Health Research, Education and Training Programs - $882,249 TOTAL - $135,407,856 Sharp Coronado Hospital and Healthcare Center: Medical Care Services - $22,249,311 Other Benefits for Vulnerable Populations - $133,729 Other Benefits for the Broader Community - $91,621 Health Research, Education and Training Programs - $203,608 TOTAL - $22,678,269 Sharp Grossmont Hospital: Medical Care Services - $167,044,628 Other Benefits for Vulnerable Populations - $1,371,932 Other Benefits for the Broader Community - $571,973 Health Research, Education and Training Programs - $590,744 TOTAL - $169,579,277 Sharp Mary Birch Hospital for Women & Newborns: Medical Care Services - $7,248,831 Other Benefits for Vulnerable Populations - $99,755 Other Benefits for the Broader Community - $298,300 Health Research, Education and Training Programs - $106,837 TOTAL - $7,753,723 Sharp Memorial Hospital: Medical Care Services - $201,391,646 Other Benefits for Vulnerable Populations - $986,556 Other Benefits for the Broader Community - $479,431 Health Research, Education and Training Programs - $732,131 TOTAL - $203,589,764 Sharp Mesa Vista Hospital and Sharp McDonald Center: Medical Care Services - $29,592,531 Other Benefits for Vulnerable Populations - $1,104,500 Other Benefits for the Broader Community - $100,852 Health Research, Education and Training Programs - 338,113 TOTAL - $31,135,996 Sharp Health Plan: Other Benefits for Vulnerable Populations - $23,810 Other Benefits for the Broader Community - $88,194 Health Research, Education and Training Programs - $4,917 TOTAL - $116,921 The following are examples of community benefit programs and services provided by Sharp hospitals and entities in FY 2023. * Medical Care Services included uncompensated care for patients who are unable to pay for services, and the unreimbursed costs of public programs such as Medi-Cal, Medicare, County Medical Services (CMS), Civilian Health and Medical Program of the Department of Veterans Affairs (CHAMPVA) and TRICARE, the regionally managed health care program for active-duty and retired service members and their families, loved ones and survivors and unreimbursed costs of workers' compensation programs. * Other Benefits for Vulnerable Populations included van transportation for patients to and from medical appointments; education as well as flu vaccinations for seniors; telephone reassurance and safety check program for isolated or homebound seniors and community members with disabilities; financial and other support to community clinics to assist in providing and improving access to health services; Project HELP (Project Hospital Emergency Liaison Program), which provides funding for medication and transportation to assist lower-income patients; contribution of time to the Jacobs & Cushman San Diego Food Bank, Feeding San Diego and Mama's Kitchen; the Sharp Humanitarian Service Program; and support services for patients experiencing homelessness and other health equity barriers. * Other Benefits for the Broader Community included health education and information provided on-site, virtually and in partnership with community-based organizations; participation in community health fairs and events addressing the unique needs of the community; health screenings and support groups. Sharp also collaborated with local schools to promote interest in health care careers. Sharp executive leadership and staff also actively participated in numerous community organizations, committees and coalitions to improve the health of the community. See Appendix A for a listing of Sharp's involvement in community organizations. In addition, the category included costs associated with planning and operating community benefit programs, such as CHNA development and administration. * Health Research, Education and Training Programs included education and training programs for medical, nursing and other health care students and professionals, as well as supervision and support for students and interns. Time was also devoted to generalizable health-related research projects that were made available to the broader health care community. 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