2026-08-17T12:46:41+00:00 2025-09-30 346565596 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE IRVINE CA 92612 990 2024-10-01 330124488 GROSSMONT HOSPITAL FOUNDATION GROS 8584995150 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 KATE WAYNE VP PHILANTHROPY 2026-08-17 false KARA ADAMS P00023315 9497942300 2026-08-17 2024 2025-03-06 01:10:19Z KATE WAYNE 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 27305446 false X https://www.sharp.com/give/grossmont-foundation X 1985 CA SEE SCHEDULE O 29 27 10 331 0 7499596 7919310 1511034 1603484 732540 1847674 75506 21973 9818676 11392441 8637014 10315130 0 1250598 1262146 0 1010887 425558 533641 10313170 12110917 -494494 -718476 45664663 45992082 1011487 833101 44653176 45158981 SEE SCHEDULE O false false 10411406 10315130 1603484 PROVIDED SUPPORT AND ASSISTANCE TO GROSSMONT HOSPITAL CORPORATION. SEE SCHEDULE O FOR COMMUNITY BENEFITS REPORT. 10411406 true true false false false false false false false true false 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 false false true true false false false true true true false false true X 19 0 true 10 false false false false false false true true true 3 false false false false false X 29 27 false false false false false true true true true false false false true true true true true true false false false false CA X MIKE DJOMINS 8584995150 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 HOWARD LEVENSON NOMINATING CHAIR 1.0 2.0 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 3.0 0 X X 0 0 0 ALI BANAIE MD DIRECTOR 2.0 0 X 0 0 0 ANN GOLDBERG DIRECTOR 2.0 2.0 X 0 0 0 BARRY JANTZ DIRECTOR 1.0 0 X 0 0 0 BARRY UHL DIRECTOR AS OF 03/01/2025 2.0 0 X 0 0 0 BYRON JOHNSTON DIRECTOR 2.0 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 3.0 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 35525 0 JIM DAVIS DIRECTOR 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 2.0 X 0 0 0 MARK FERGUSON DIRECTOR 2.0 0 X 0 0 0 MOLLY CARTMILL DIRECTOR 1.0 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 11788 0 SHREVE CAILE DIRECTOR 2.0 0 X 0 0 0 TERI FEATHERINGILL DIRECTOR 1.0 0 X 0 0 0 KATE WAYNE VP PHILANTHROPY 40.0 0.0 X 0 207324 33051 NORMAN TIMMINS PLANNED GIVING/MAJOR GIFTS OFFICER 32.0 8.0 X 0 177202 15259 SUSAN STEWART SR ADMIN SVCS COORDINATOR 40.0 0.0 X 0 101590 28093 WILLIAM NAVRIDES MGR DEVELOPMENT 40.0 0.0 X 0 177344 28143 0 710773 104546 0 false true false 0 173 0 1713822 96743 3237 6105335 944112 7919310 FUNDRAISING ACTIVITY REIMBURSEMENT 900099 1603484 1603484 0 0 0 0 1603484 733899 733899 0 0 16098535 1705 14984265 2200 1114270 -495 1113775 1113775 920186 1713822 909547 10639 10639 27475 16993 10482 10482 MISCELLANEOUS REVENUE 900099 852 852 0 0 0 0 852 11392441 1603484 0 1869647 10315130 10315130 284685 17081 88252 179352 739855 44391 229355 466109 35946 2157 11143 22646 130375 7823 40416 82136 71285 4277 22098 44910 191206 191206 45059 2704 13968 28387 138709 8323 43000 87386 39292 2357 12180 24755 5429 326 1683 3420 FOOD, DUES & MISC 113946 6837 35323 71786 0 0 0 0 12110917 10411406 688624 1010887 1282698 512689 3185273 4616493 0 0 0 0 14215 15433 0 0 536000 0 32299929 31897974 0 0 8346548 8949493 45664663 45992082 6738 9343 956535 775544 0 0 48214 48214 1011487 833101 X 17649840 20720052 27003336 24438929 44653176 45158981 45664663 45992082 -718476 1224281 0 X false true true false X 4479881 7784152 4094220 7499596 7919310 31777159 0 0 4479881 7784152 4094220 7499596 7919310 31777159 570189 31206970 317536 550724 746479 935544 733899 3284182 0 0 0 0 0 0 24136 103584 97240 75507 21973 322440 35383781 7152187 0.88196 0.85570 X SCHEDULE A, PART II, LINE 10 OTHER INCOME DESCRIPTION - MISCELLANEOUS, FUNDRAISING EVENTS, GAMING ACTIVITIES, COLUMN A - 24136.0, COLUMN B - 103584.0, COLUMN C - 97240.0, COLUMN D - 75507.0, COLUMN E - 21973.0, COLUMN F - 322440.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9171222 161000 831742 701479 9462485 7593313 4000 1739799 165890 9171222 6966109 3000 913201 288997 7593313 8526925 1500 -1367530 194786 6966109 6960496 1000 1792448 227019 8526925 0.71 0.29 0.0 false false DEFERRED PLANNED GIFTS LONG-TERM RECEIVABLE FROM SHARP HEALTHCARE FOUNDATION BENEFICIARY TO LIFE INSURANCE POLICY INTERCOMPANY RECEIVABLE OTHER RECEIVABLE DEFERRED PLANNED GIFTS 3554479 LONG-TERM RECEIVABLE FROM SHARP HEALTHCARE FOUNDATION 5140705 BENEFICIARY TO LIFE INSURANCE POLICY 6107 INTERCOMPANY RECEIVABLE 248202 8949493 FEDERAL INCOME TAXES DEFERRED PLANNED GIFT LIABILITIES DEFERRED PLANNED GIFT LIABILITIES 48214 48214 X 5468283 1224281 108427 0 924950 2257658 3210625 191206 7990610 8181816 11392441 2398071 108427 926541 1034968 1363103 191206 10556608 10747814 12110917 SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS GROSSMONT HOSPITAL FOUNDATION HOLDS 27 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, 2025 AND 2024, 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 - 926541 NONOPERATING PORTION OF PENSION AND OTHER POST RETIREMENT BENEFITS - -1591 SCHEDULE D, PART XI, LINE 4(B) OTHER REVENUES IN FORM 990 NOT IN AUDITED FINANCIAL STATEMENTS TEMPORARILY RESTRICTED REVENUE - 7830104 PERMANENTLY RESTRICTED REVENUE - 161000 LOSS ON SALE OF ASSET - -495 ROUNDING - 1 SCHEDULE D, PART XII, LINE 2(D) OTHER EXPENSES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 DIRECT EXPENSES ON FUNDRAISING EVENTS & GAMING - 926541 SCHEDULE D, PART XII, LINE 4(B) OTHER EXPENSES IN FORM 990 NOT IN AUDITED FINANCIAL STATEMENTS TEMPORARILY RESTRICTED EXPENSES - 10555512 LOSS ON SALE OF ASSET - -495 NONOPERATING PORTION OF PENSION AND OTHER POST RETIREMENT BENEFITS - 1591 REGATTA 996156 669728 326428 0 25747 91791 170230 3703 112547 GALA 878962 556129 322833 0 33739 82002 145391 16150 0 1 758890 487965 270925 0 94007 47674 78623 0 7943 2634008 1713822 920186 0 153493 221467 394244 19853 120490 909547 10639 0 0 27475 0 16993 0 0 true 0.7 27475 0 16993 0 0 16993 10482 CA true false true false 0.06 0.94 SUSAN STEWART 5555 GROSSMONT CENTER DRIVE LA MESA CA 91942 false SUSAN STEWART 1140 RECORD KEEPING, REPORTING, OVERSEEING GAMING EVENT, ETC. X true 24728 SCHEDULE G, PART III, LINE 17B CALIFORNIA REQUIRES THAT 90 PERCENT OF THE GROSS RECEIPTS GENERATED BY THE SALE OF RAFFLE TICKETS BE USED FOR CHARITABLE PURPOSES. GHF USED 100% OF THE GROSS RECEIPTS RECEIVED FROM THE SALE OF RAFFLE TICKETS FOR CHARITABLE PURPOSES. SCHEDULE G, PART III, LINE 17 DISTRIBUTIONS REQUIRED UNDER STATE LAW STATE=CALIFORNIA,MANDATORY DISTRIBUTION AMOUNT=24728; true GROSSMONT HOSPITAL CORPORATION 5555 GROSSMONT CENTER LA MESA CA 91942 330449527 501(C)(3) 7838030 15450 BOOK, FMV, OTHER SUPPLIES, BLANKETS PROGRAM SERVICE SUPPORT SHARP HEALTHCARE 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 956077327 501(C)(3) 2461650 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 VP PHILANTHROPY 0 164224 0 29466 0 13634 0 10403 0 22648 0 240375 0 0 NORMAN TIMMINS PLANNED GIVING/MAJOR GIFTS OFFICER 0 170911 0 3947 0 2344 0 140 0 15119 0 192461 0 0 WILLIAM NAVRIDES MGR DEVELOPMENT 0 150639 0 19340 0 7365 0 12420 0 15723 0 205487 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. 1 5000 MARKET VALUE X 63309 MARKET VALUE 1 2200 MARKET VALUE 1 1273 MARKET VALUE 2 2070 MARKET VALUE 15 10453 COST X GIFT CERTIFICATES 53 19186 COST X FUEL AND OTHER CONSUMABLES 26 96793 COST X OFFICE EQUIPMENT 3 4561 MARKET VALUE X ANNUITY 2 739267 MARKET VALUE 3 false true true SCHEDULE M, PART I PART 1, 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. GROSSMONT HOSPITAL FOUNDATION DOES NOT DIRECTLY EMPLOY INDIVIDUALS BUT LEASES ALL OF ITS PERSONNEL FROM SHARP HEALTHCARE, A RELATED ORGANIZATION THAT EXERCISES CONTROL OVER THE FOUNDATION. THESE LEASED EMPLOYEES OPERATE UNDER THE DIRECTION AND SUPERVISION OF GROSSMONT HOSPITAL FOUNDATION AND PERFORM ALL ESSENTIAL FUNCTIONS NECESSARY FOR THE FOUNDATION'S OPERATIONS. SHARP HEALTHCARE, AS THE COMMON LAW EMPLOYER, IS RESPONSIBLE FOR ALL EMPLOYMENT-RELATED OBLIGATIONS, INCLUDING THE PAYMENT OF WAGES, WITHHOLDING AND REMITTANCE OF EMPLOYMENT TAXES, AND THE FILING OF ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS (E.G., FORM 941) UNDER ITS OWN EMPLOYER IDENTIFICATION NUMBER (EIN). ACCORDINGLY, GROSSMONT HOSPITAL FOUNDATION HAS REPORTED THE NUMBER OF LEASED EMPLOYEES ON LINE 2A. HOWEVER, IT ANSWERED "NO" TO LINE 2B BECAUSE IT DOES NOT FILE THE EMPLOYMENT TAX RETURNS DIRECTLY. 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 2024 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 2026. 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 THE FULL SHARP HEALTHCARE ANNUAL COMMUNITY BENEFIT PLAN AND REPORT AT: HTTPS://WWW.SHARP.COM/ABOUT/COMMUNITY/COMMUNITY-BENEFITS/BENEFIT-REPORT.CFM OVERVIEW OF SHARP HEALTHCARE SHARP HEALTHCARE (SHARP) IS AN INTEGRATED, REGIONAL HEALTH CARE DELIVERY SYSTEM BASED IN SAN DIEGO, CALIFORNIA. THE SHARP SYSTEM INCLUDES FOUR ACUTE CARE HOSPITALS, FIVE SPECIALTY HOSPITALS, THREE AFFILIATED MEDICAL GROUPS, TWENTY-SEVEN MEDICAL CLINICS, SIX URGENT CARE CENTERS, THREE SKILLED NURSING FACILITIES, TWO INPATIENT REHABILITATION CENTERS, A HOSPICE PROGRAM, HOME INFUSION SERVICES, NUMEROUS OUTPATIENT FACILITIES AND PROGRAMS, AND THREE CHARITABLE FOUNDATIONS. SHARP ALSO OFFERS INDIVIDUAL AND GROUP HMO COVERAGE THROUGH SHARP HEALTH PLAN. SERVING A POPULATION OF APPROXIMATELY 3.3 MILLION IN SAN DIEGO COUNTY (SDC), AS OF SEPTEMBER 30, 2025, SHARP IS LICENSED TO OPERATE 2,230 BEDS AND HAS APPROXIMATELY 2,800 SHARP-AFFILIATED PHYSICIANS AND MORE THAN 20,000 EMPLOYEES. MISSION IT IS SHARP HEALTHCARE'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 HEALTHCARE'S VISION IS TO TRANSFORM THE HEALTH CARE EXPERIENCE AND BE THE BEST PLACE TO WORK, THE BEST PLACE TO PRACTICE MEDICINE AND THE BEST PLACE TO RECEIVE CARE. SHARP IS DEDICATED TO BECOMING THE BEST HEALTH SYSTEM IN THE UNIVERSE. CORE VALUES INTEGRITY, CARING, SAFETY, INNOVATION AND EXCELLENCE. SUMMARY 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) 2025 (OCT. 1, 2024, THROUGH SEPT. 30, 2025). 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 (EIN 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 HEALTHCARE BASES ITS COMMUNITY BENEFIT PLANNING ON ITS TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS), COMBINED WITH EXPERTISE IN PROGRAMS AND SERVICES OF EACH SHARP HOSPITAL AND COLLABORATION WITH COMMUNITY PARTNERS. COMMUNITY NEEDS ADDRESSED IN THE SHARP HEALTHCARE COMMUNITY BENEFIT PLAN AND REPORT FOR FY 2025 INCLUDE: * 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 AND CHRONIC STRESS * EDUCATION, SCREENING AND SUPPORT PROGRAMS FOR CHRONIC HEALTH CONDITIONS, INCLUDING HEART AND VASCULAR DISEASE, STROKE, CANCER, DIABETES AND OBESITY * BEHAVIORAL HEALTH AND SUBSTANCE USE EDUCATION, SCREENING AND SUPPORT FOR AT RISK POPULATIONS * WOMEN'S AND PRENATAL/POSTNATAL HEALTH SERVICES, SUPPORT AND EDUCATION * AGING CARE AND SUPPORT PROGRAMS, INCLUDING EDUCATION AND SCREENING FOR OLDER ADULTS AND CAREGIVERS * SAFETY AND SUPPORT PROGRAMS FOR PEOPLE WITH DISABILITIES * END OF LIFE AND ADVANCE CARE PLANNING SERVICES * 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 IN AND PATHWAYS TO HEALTH CARE CAREERS * PARTICIPATION IN CLINICAL TRIALS AND HEALTH RESEARCH FORM 990, PART III, LINE 4A COMMUNITY BENEFITS PLAN AND REPORT ECONOMIC VALUE OF COMMUNITY BENEFIT PROVIDED IN FY 2025 IN FY 2025, SHARP PROVIDED A TOTAL OF $751,654,612 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. ECONOMIC VALUE OF COMMUNITY BENEFIT PROVIDED IN FY 2025 BY SB 697 CATEGORY AND BY SHARP ENTITY WAS AS FOLLOWS: SHARP CHULA VISTA MEDICAL CENTER: MEDICAL CARE SERVICES - $146,019,667 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $355,640 OTHER BENEFITS FOR THE BROADER COMMUNITY - $226,508 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $696,317 TOTAL - $147,298,132 SHARP CORONADO HOSPITAL AND HEALTHCARE CENTER: MEDICAL CARE SERVICES - $30,622,120 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $146,120 OTHER BENEFITS FOR THE BROADER COMMUNITY - $261,541 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $69,401 TOTAL - $31,099,182 SHARP GROSSMONT HOSPITAL: MEDICAL CARE SERVICES - $228,058,739 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $1,449,818 OTHER BENEFITS FOR THE BROADER COMMUNITY - $647,551 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $846,982 TOTAL - $231,003,090 SHARP MARY BIRCH HOSPITAL FOR WOMEN & NEWBORNS: MEDICAL CARE SERVICES - $22,718,293 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $45,755 OTHER BENEFITS FOR THE BROADER COMMUNITY - $486,399 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $132,678 TOTAL - $23,383,125 SHARP MEMORIAL HOSPITAL: MEDICAL CARE SERVICES - $288,513,237 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $824,871 OTHER BENEFITS FOR THE BROADER COMMUNITY - $717,096 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $1,234,438 TOTAL - $291,289,642 SHARP MESA VISTA HOSPITAL AND SHARP MCDONALD CENTER: MEDICAL CARE SERVICES - $26,189,296 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $1,104,630 OTHER BENEFITS FOR THE BROADER COMMUNITY - $66,036 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $147,208 TOTAL - $27,507,170 SHARP HEALTH PLAN: OTHER BENEFITS FOR VULNERABLE POPULATIONS - $28,716 OTHER BENEFITS FOR THE BROADER COMMUNITY - $41,805 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $3,750 TOTAL - $74,271 PROGRAM EXAMPLES 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, CIVILIAN HEALTH AND MEDICAL PROGRAM OF THE DEPARTMENT OF VETERANS AFFAIRS (CHAMPVA) AND TRICARE. OTHER BENEFITS FOR VULNERABLE POPULATIONS INCLUDED VAN TRANSPORTATION FOR PATIENTS TO AND FROM MEDICAL APPOINTMENTS; EDUCATION AND FLU VACCINATIONS FOR OLDER ADULTS; TELEPHONE REASSURANCE AND SAFETY-CHECK PROGRAM FOR ISOLATED OR HOMEBOUND OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES; FINANCIAL AND OTHER SUPPORT TO COMMUNITY CLINICS TO PROVIDE AND IMPROVE ACCESS TO HEALTH SERVICES; PROJECT HELP; CONTRIBUTION OF TIME TO COMMUNITY-BASED ORGANIZATIONS, SUCH AS LOCAL FOOD BANKS; THE SHARP HUMANITARIAN SERVICE PROGRAM; AND SUPPORT SERVICES FOR PATIENTS EXPERIENCING HOMELESSNESS AND OTHER BARRIERS TO ACCESSING CARE. 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 UNIQUE COMMUNITY NEEDS; HEALTH SCREENINGS; AND SUPPORT GROUPS. SHARP ALSO COLLABORATED WITH LOCAL SCHOOLS TO PROMOTE INTEREST IN HEALTH CARE CAREERS. SHARP EXECUTIVE LEADERSHIP AND STAFF ALSO PARTICIPATED IN NUMEROUS COMMUNITY ORGANIZATIONS, COMMITTEES AND COALITIONS TO IMPROVE COMMUNITY HEALTH. 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 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 PLAN 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 FREESTANDING SURGERY LLC 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 874136918 FREESTANDING AMBULATORY SURGERY CA NA N/A CONTINUOUS QUALITY INSURANCE SPC 23 LIME TREE BAY AVE PO BOX 1363 GRAND CAYMAN CJ CAPTIVE INSURANCE COMPANY CJ NA C CORPORATION false CHARITABLE REMAINDER TRUST (2) 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 1620317 ACCRUAL GROSSMONT HOSPITAL CORPORATION B 8888448 ACCRUAL GROSSMONT HOSPITAL CORPORATION C 1767881 ACCRUAL GROSSMONT HOSPITAL CORPORATION N 74983 ACCRUAL GROSSMONT HOSPITAL CORPORATION S 197437 ACCRUAL