2024-08-15T15:27:28+00:00 2023-09-30 346565596 ERNST & YOUNG US LLP 4365 Executive Drive Suite 1600 San Diego CA 92121 990 2022-10-01 330124488 Grossmont Hospital Foundation GROS 8584995150 8695 Spectrum Center Blvd San Diego CA 921231489 KATE WAYNE Director Development 2024-08-15 false true Debra Heiskala P00649485 8585357200 2022 2024-08-08 14:25:15Z KATE WAYNE 8695 Spectrum Center Blvd San Diego CA 921231489 11134208 false X https://www.sharp.com/give/grossmont-foundation X 1985 CA See Schedule O 26 26 9 268 0 0 7804152 4109412 1404176 1378531 45720 612797 103584 97240 9357632 6197980 7756446 7451258 0 1129580 1165675 0 800427 419144 368386 9305170 8985319 52462 -2787339 40112699 39896663 1075093 893849 39037606 39002814 SEE SCHEDULE O false false 7547862 7451258 1378531 PROVIDED SUPPORT AND ASSISTANCE TO GROSSMONT HOSPITAL CORPORATION. SEE SCHEDULE O FOR COMMUNITY BENEFITS REPORT. 7547862 true true false false false false false false true true false false true true true false true false false false false false false true true false true false true false false false false false false false false true true false false false true true true false false true X 28 0 true 9 true false false false false false true true true 3 false false true false false false X 26 26 false false false false false true true true true false false true true true true true true false false false CA X Jennifer Gardyne 8584995150 8695 Spectrum Center Blvd San Diego CA 92123 Howard Levenson NOMINATING CHAIR 1.0 0 X X 0 0 0 John Fonseca SECRETARY 1.0 1.0 X X 0 0 0 Kristy Gregg CHAIR 1.0 1.0 X X 0 0 0 Peter Shusterman TREASURER 3.0 0 X X 0 0 0 Sherri Summers VICE CHAIR 2.0 0 X X 0 0 0 Ali Banaie MD DIRECTOR AS OF 05/23/2023 2.0 0 X 0 0 0 Ann Goldberg DIRECTOR 2.0 1.0 X 0 0 0 Barry Jantz DIRECTOR 1.0 0 X 0 0 0 Byron Johnston DIRECTOR 2.0 0 X 0 0 0 Connie Conard DIRECTOR THRU 11/30/2022 3.0 0 X 0 0 0 Corinne Marteeny DIRECTOR 1.0 0 X 0 0 0 Danny Hambrick DIRECTOR 1.0 0 X 0 0 0 Dee Ammon DIRECTOR 1.0 1.0 X 0 0 0 Dianne Jacob DIRECTOR 2.0 0 X 0 0 0 Fabienne Hanks DIRECTOR 1.0 0 X 0 0 0 James Elia DO DIRECTOR 1.0 0.0 X 0 9125 0 Jim Davis DIRECTOR AS OF 05/23/2023 2.0 0 X 0 0 0 Kathy Bongiovanni DIRECTOR 2.0 0 X 0 0 0 Ken Justo DIRECTOR 2.0 0 X 0 0 0 Maggie Watkins DIRECTOR 1.0 0 X 0 0 0 Molly Cartmill DIRECTOR AS OF 05/23/2023 2.0 6.0 X 0 0 0 Noori Barka DIRECTOR 2.0 0 X 0 0 0 Philip Pailey MD DIRECTOR 1.0 0 X 0 0 0 Renae Arabo DIRECTOR 1.0 0 X 0 0 0 Rocky Qualin DIRECTOR 2.0 0 X 0 0 0 Scott Musicant MD DIRECTOR 1.0 0.0 X 0 1200 0 Teri Featheringill DIRECTOR 1.0 0 X 0 0 0 Kate Wayne DIR DEVELOPMENT-GHF 40.0 0.0 X 0 183901 28979 Elizabeth Morgante VP MAJOR GIFTS 8.0 32.0 X 0 398306 44541 Norman Timmins PLANNED GIVING/MAJOR GIFTS OFFICER 32.0 8.0 X 0 144122 15171 William Navrides MGR DEVELOPMENT GHF 40.0 0.0 X 0 161015 24939 0 897669 113630 0 false true false 0 1537 1483640 75970 1051500 1496765 201852 4109412 FUNDRAISING ACTIVITIES 900099 1378531 1378531 0 0 0 0 1378531 746479 746479 0 0 3996766 15944 4126042 20350 -129276 -4406 -133682 -133682 835870 1483640 781974 53896 53896 40815 7862 32953 32953 MISCELLANEOUS REVENUE 900099 10391 10391 0 0 0 0 10391 6197980 1378531 0 710037 7451258 7451258 211176 14782 73912 122482 754567 52820 264098 437649 31655 2216 11079 18360 101682 7118 35589 58975 66595 4662 23308 38625 154014 154014 18477 1293 6467 10717 439 31 154 254 103827 7268 36339 60220 31247 2187 10936 18124 4546 318 1591 2637 FOOD, DUES & MISC 55836 3909 19543 32384 0 0 0 0 8985319 7547862 637030 800427 6139221 2115634 3271860 3267182 0 0 0 0 12664 13418 536000 0 536000 536000 23273683 27339503 0 0 6879271 6624926 40112699 39896663 17653 7056 1009226 838579 0 0 48214 48214 1075093 893849 X 11836639 13617965 27200967 25384849 39037606 39002814 40112699 39896663 -2787339 2752547 0 X false true X true false X 8713689 6987230 4479881 7804152 4109412 32094364 0 0 8713689 6987230 4479881 7804152 4109412 32094364 1807898 30286466 419363 450148 317536 550724 746479 2484250 0 0 0 0 0 0 79658 11962 24136 103584 97240 316580 34895194 6396733 0.8679 0.7979 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISCELLANEOUS, FUNDRAISING EVENTS, GAMING ACTIVITIES, COLUMN A - 79658.0, COLUMN B - 11962.0, COLUMN C - 24136.0, COLUMN D - 103584.0, COLUMN E - 97240.0, COLUMN F - 316580.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6966109 3000 913201 288997 7593313 8526925 1500 -1367530 194786 6966109 6960496 1000 1792448 227019 8526925 5694549 767192 714828 216073 6960496 5379320 114642 203625 3038 5694549 0.68 0.32 0.0 false false 536000 536000 536000 DEFERRED PLANNED GIFTS 3927922 LONG-TERM RECEIVABLE FROM SHARP HEALTHCARE FOUNDATION 2555313 BENEFICIARY TO LIFE INSURANCE POLICY 5919 INTERCOMPANY RECEIVABLE 121742 OTHER RECEIVABLE 14030 6624926 DEFERRED PLANNED GIFT LIABILITIES 48214 48214 X 4469029 2752546 160242 783914 3696702 772327 154014 5271639 5425653 6197980 2687703 160242 789836 950078 1737625 154014 7093680 7247694 8985319 Schedule D, Part V, Line 4 Intended uses of endowment funds Grossmont Hospital Foundation holds 24 board designated and permanent endowments for Grossmont Hospital Corporation that are restricted for a variety of purposes, such as hospice and hospice homes, diabetes, nursing education, cancer treatment, hospital equipment and technology, and more. 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 Direct expenses on Fundraising Events & Gaming - 789836 Pension costs - -5922 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Temporarily Restricted Revenue - 5273045 Permanently Restricted Revenue - 3000 Loss on Sale of Assets - -4406 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Direct expenses on Fundraising Events & Gaming - 789836 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Temporarily Restricted Expenses - 7092164 Loss on Sale of Assets - -4406 Pension costs - 5922 REGATTA 879388 516919 362469 155044 68324 151966 6500 GALA 748578 503285 245293 25022 65466 103802 6800 1 691544 463436 228108 86925 44620 67505 2319510 1483640 835870 266991 178410 323273 13300 781974 53896 0 0 0 0 0 0 0 0 0 0 40815 0 7862 0 0 true 0.75 40815 0 7862 0 0 7862 32953 CA true false true false 0.15 0.85 Susan Stewart 5555 Grossmont Center Drive La Mesa CA 91942 false SUSAN STEWART 1080 RECORD KEEPING, REPORTING, OVERSEEING GAMING EVENT, ETC. X true 36734 Schedule G, Part III, Line 17 Distributions required under state law STATE=CALIFORNIA,MANDATORY DISTRIBUTION AMOUNT=36734; true GROSSMONT HOSPITAL CORPORATION 5555 GROSSMONT CENTER LA MESA CA 91942 330449527 501(c)(3) 7053277 9073 BOOK, FMV, OTHER SUPPLIES, BLANKETS PROGRAM SERVICE SUPPORT SHARP HEALTHCARE 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 956077327 501(c)(3) 393936 PROGRAM SUPPORT 2 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION RAISES FUNDS ON BEHALF OF AND PROVIDES ASSISTANCE TO GROSSMONT HOSPITAL CORPORATION AND THE SHARP HEALTHCARE HOSPICE PROGRAM. THE FUNDS RAISED MAY BE RESTRICTED BY THE DONOR FOR A SPECIFIC PURPOSE OR MAY BE UNRESTRICTED. GROSSMONT HOSPITAL CORPORATION AND THE SHARP HEALTHCARE HOSPICE PROGRAM SUBMIT REQUESTS FOR SUPPORT BASED ON THE AVAILABILITY OF THESE SPECIFICALLY DESIGNATED FUNDS. THE ORGANIZATION MAY ALSO UTILIZE UNRESTRICTED FUNDS TO PROVIDE ADDITIONAL SUPPORT. IN THESE INSTANCES, A COMMITTEE COMPRISED OF ORGANIZATION MANAGEMENT AND BOARD MEMBERS REVIEWS PROPOSALS AND REQUESTS FOR FUNDING AND DETERMINES WHICH PROJECTS TO FUND. IN ALL CASES, THE HOSPITAL AND HOSPICE PROGRAM SUBMIT DOCUMENTATION VERIFYING COMPLETION AND PAYMENT OF THE PROJECT AND ARE SUBSEQUENTLY REIMBURSED BY THE ORGANIZATION. ADDITIONALLY, THE MANAGEMENT TEAM EVALUATES REQUESTS FOR CONTRIBUTIONS FROM OUTSIDE ORGANIZATIONS TAKING INTO ACCOUNT HOW THEY ALIGN WITH THE ORGANIZATION'S MISSION. false false false false false false false false false Kate Wayne DIR DEVELOPMENT-GHF 0 153130 0 30538 0 233 0 8424 0 20555 0 212880 0 0 Elizabeth Morgante VP MAJOR GIFTS 0 311974 0 81804 0 4528 0 28741 0 15800 0 442847 0 0 Norman Timmins PLANNED GIVING/MAJOR GIFTS OFFICER 0 141772 0 0 0 2350 0 125 0 15046 0 159293 0 0 William Navrides MGR DEVELOPMENT GHF 0 138473 0 21255 0 1287 0 10755 0 14184 0 185954 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE COMPENSATION AND BENEFITS DEPARTMENT OF SHARP HEALTHCARE, THE PARENT ORGANIZATION, ESTABLISHES THE COMPENSATION RANGES FOR THE DIRECTOR DEVELOPMENT-GHF, FOUNDATION PAYROLL. THE COMPENSATION AND BENEFITS DEPARTMENT ENGAGES INDEPENDENT COMPENSATION CONSULTANTS AND THE VICE PRESIDENT OF PHILANTHROPY'S COMPENSATION IS DETERMINED BY THE SENIOR VICE PRESIDENT. X 11 4930 Market value X 41263 Market value X 4 20350 Market value X 8 2305 Market value X 18 7334 Cost X GIFT CERTIFICATES 48 14930 Cost X FUEL AND OTHER CONSUMABLES 25 109660 Cost X Office Equipment 1 1080 Market value 2 false true true Schedule M, Part I PART I, COL B THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF DONATED GIFTS OR GIFT PACKAGES. Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions VEHICLES ARE SOLD AT AUCTION. Form 990, Part III, Line 1 ORGANIZATION MISSION The purpose of this corporation is to provide assistance and support to Grossmont Hospital Corporation in the development of high quality, accessible and affordable inpatient and outpatient services. Form 990, Part V, Line 2a PART V, LINE 2A GROSSMONT HOSPITAL FOUNDATION EMPLOYEES' SALARIES AND WAGES ARE PAID UNDER SHARP HEALTHCARE'S TAX ID NUMBER (EIN 95-6077327), AND AS SUCH ARE ALSO REPORTED ON SHARP HEALTHCARE'S FORM 990. Form 990, Part VI, Line 15 PART VI, LINE 15 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. This 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 7a Members or stockholders electing members of governing body GROSSMONT HOSPITAL CORPORATION (FEIN 33-0449527) HAS THE RIGHT TO ELECT DIRECTORS TO GROSSMONT HOSPITAL FOUNDATION'S GOVERNING BODY. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders GROSSMONT HOSPITAL CORPORATION (FEIN 33-0449527) APPROVES CHANGES TO GROSSMONT HOSPITAL FOUNDATION'S BYLAWS AND APPROVES THE ELECTION OF GROSSMONT HOSPITAL FOUNDATION BOARD MEMBERS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FINAL FORM 990 IS PLACED ON THE ORGANIZATION'S INTRANET, PRIOR TO THE FILING DATE, WHERE IT IS VIEWABLE FOR COMMENT FROM ALL MEMBERS OF THE GOVERNING BODY. The board members are notified when the Form 990 is available on the intranet. THE REVIEW PROCESS INCLUDES MULTIPLE LEVELS OF REVIEW INCLUDING KEY CORPORATE AND ENTITY FINANCE DEPARTMENT PERSONNEL COMPRISED OF THE FINANCE MANAGER, VICE PRESIDENT OF FINANCE, SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, AND ENTITY EXECUTIVE DIRECTOR. ADDITIONALLY, THE ORGANIZATION CONTRACTS WITH ERNST & YOUNG, AN INDEPENDENT ACCOUNTING FIRM, FOR REVIEW OF THE FORM 990. Form 990, Part VI, Line 12c Conflict of interest policy GROSSMONT HOSPITAL FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH HAS BEEN REVIEWED AND APPROVED BY THE GROSSMONT HOSPITAL FOUNDATION GOVERNING BOARD. GROSSMONT HOSPITAL FOUNDATION IS COMMITTED TO PREVENTING ANY PARTICIPANT OF THE CORPORATION FROM GAINING ANY PERSONAL BENEFIT FROM INFORMATION RECEIVED OR FROM ANY TRANSACTION OF SHARP. ONE COMPONENT OF THE WRITTEN CONFLICT OF INTEREST POLICY REQUIRES THAT BOARD MEMBERS, CORPORATE OFFICERS, SENIOR VICE PRESIDENTS AND CHIEF EXECUTIVE OFFICER(S) SUBMIT A CONFLICT OF INTEREST STATEMENT ANNUALLY TO LEGAL SERVICES/SENIOR VICE PRESIDENT OF LEGAL SERVICES WHO WILL REVIEW ALL STATEMENTS. IN ADDITION, ALL VICE PRESIDENTS AND ANY EMPLOYEES IN THE PURCHASING/SUPPLY CHAIN, AUDIT AND COMPLIANCE, AND CASE MANAGEMENT/DISCHARGE PLANNING DEPARTMENTS ARE REQUIRED TO COMPLETE AN ONLINE CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY THAT IS REVIEWED BY THE CONFLICT REVIEW COMMITTEE COMPRISED OF EMPLOYEES FROM SHARP'S LEGAL, COMPLIANCE, AND INTERNAL AUDIT DEPARTMENTS. IN CONNECTION WITH ANY TRANSACTION OR ARRANGEMENT, WHICH MAY CREATE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE PERSON SHALL DISCLOSE IN WRITING THE EXISTENCE AND NATURE OF HIS/HER FINANCIAL INTEREST AND ALL MATERIAL FACTS. BOARD MEMBERS, CORPORATE OFFICERS, SENIOR VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER(S) SHALL MAKE SUCH DISCLOSURES DIRECTLY TO THE CHAIRMAN OF THE BOARD, AND TO THE MEMBERS OF THE COMMITTEE WITH THE BOARD DESIGNATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. UPON DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, THE BOARD MEMBER, CORPORATE OFFICER, SENIOR VICE PRESIDENT OR THE CHIEF EXECUTIVE OFFICER(S) MAKING SUCH DISCLOSURES SHALL LEAVE THE BOARD OR THE COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IN CERTAIN INSTANCES, SUCH AS IF SOMEONE TAKES A BOARD SEAT ON A COMPETITOR'S BOARD OF DIRECTORS OR HAS A ROLE WITH AN ORGANIZATION WHEREBY THE INFORMATION THAT THEY MAY OBTAIN FROM SHARP WOULD PUT THEM IN A CONSISTENT CONFLICT WITH THEIR TWO ROLES, THE CONFLICT COULD CALL FOR THE INDIVIDUAL'S REMOVAL FROM THE BOARD. THE BYLAWS FOR THE ORGANIZATION PROVIDE FOR THE ABILITY TO REMOVE DIRECTORS IN ACCORDANCE WITH SECTION 5222 OF THE CALIFORNIA CORPORATIONS CODE. THIS CAN GENERALLY BE DONE ON A "FOR CAUSE A "NO CAUSE" BASIS BY THE ACTION OF THE MEMBER. Form 990, Part VI, Line 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 III, LINE 4A COMMUNITY BENEFITS PLAN AND 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. FORM 990, PART III, LINE 4A COMMUNITY BENEFITS PLAN AND REPORT 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 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. Form 5471 Form 5471 has been filed on behalf of Grossmont Hospital Foundation by Sharp HealthCare (FEIN 95-6077327). SHARP HEALTHCARE 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 956077327 HEALTHCARE ORGANIZATION CA 501(c)(3) 3 NA false GROSSMONT HOSPITAL CORPORATION (SGH) 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 330449527 HOSPITAL CA 501(c)(3) 3 SHARP HEALTHCARE true SHARP HEALTHCARE FOUNDATION 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 953492461 HEALTHCARE FOUNDATION CA 501(c)(3) 7 SHARP HEALTHCARE true SHARP HEALTH PLAN 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 330519730 HEALTH INSURANCE COMPANY CA 501(c)(4) SHARP HEALTHCARE true SHARP MEMORIAL HOSPITAL (SMH) 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 953782169 HOSPITAL CA 501(c)(3) 3 SHARP HEALTHCARE true SHARP CHULA VISTA MEDICAL CENTER (SCVMC) 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 952367304 HOSPITAL CA 501(c)(3) 3 SHARP HEALTHCARE true SHARP CORONADO HOSPITAL AND HEALTHCARE CENTER (SCHHC) 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 950651579 HOSPITAL CA 501(c)(3) 3 SHARP HEALTHCARE true SHARP HEALTHCARE ACO-II LLC 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 812645189 OFFICES OF PHYSICIANS CA NA N/A SHARP FREESTANDING SURGERY LLC 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 874136918 FREESTANDING AMBULATORY SURGERY CA NA N/A CONTINUOUS QUALITY INSURANCE SPC CAPTIVE INSURANCE COMPANY CJ NA C Corporation false CHARITABLE REMAINDER TRUST (3) PROGRAM SUPPORT CA NA Trust false false true true false false false false false false false false true false true true true false false true GROSSMONT HOSPITAL CORPORATION P 1386708 ACCRUAL GROSSMONT HOSPITAL CORPORATION B 8007399 ACCRUAL GROSSMONT HOSPITAL CORPORATION C 1438381 ACCRUAL GROSSMONT HOSPITAL CORPORATION N 74983 ACCRUAL GROSSMONT HOSPITAL CORPORATION S 131623 ACCRUAL