2024-08-14T15:25:12+00:00 2023-09-30 346565596 Ernst & Young US LLP 4365 Executive Drive Suite 1600 San Diego CA 92121 990 2022-10-01 953782169 Sharp Memorial Hospital SHAR 8584995150 8695 Spectrum Center Blvd San Diego CA 921231489 Christopher Howard CEO 8584995150 2024-08-14 false true Debra Heiskala P00649485 8585357200 2022 2024-08-08 14:25:15Z Christopher Howard 8695 Spectrum Center Blvd San Diego CA 921231489 1760923726 false X www.sharp.com X 1981 CA Sharp Memorial Hospital provides comprehensive medical services to the San Diego Community. 19 13 0 256 0 0 26835125 12484143 1364821287 1451086908 46131737 74807342 1152329 1192259 1438940478 1539570652 480303 753854 0 601849296 656984340 0 0 657574962 661227733 1259904561 1318965927 179035917 220604725 3688824619 3959324151 444632884 414929779 3244191735 3544394372 See Schedule O false false 1212645712 753854 1451086908 Sharp Memorial Hospital provides inpatient and outpatient healthcare services to the community. For fiscal year 2023, patient days totaled 194,775 and outpatient visits totaled 330,423. See Community Benefits Report on Schedule O 1212645712 true true false true false false false false true true false false true true true false true false false true false false false false false true true true true true false false false false false false false false false false false false false true true true false false true X 0 0 0 false false false false false false false false false false false false false X 19 13 false false false false true true true true true false false true true true true true true true true true true CA X Jennifer Gardyne 8584995150 8695 Spectrum Center Blvd San Diego CA 92123 Christopher D Howard PRESIDENT & CEO SHC 1.0 51.0 X X 0 2581520 19123 Emily Cole MD SECRETARY AS OF 08/2023 2.0 1.0 X X 11250 700 0 James Smith III CHAIR THRU 08/2023 2.0 1.0 X X 0 0 0 Lori Moore CHAIR AS OF 08/2023, PAST SECRETARY 2.0 2.0 X X 0 0 0 Marilyn Brown TREASURER AS OF 08/2023 2.0 1.0 X X 0 0 0 Patricia Khaleghi SVP MARKET CEO AS OF 10/30/2022 50.0 8.0 X X 0 1048696 34089 Ricky Shabazz TREASURER THRU 07/2023 1.0 1.0 X X 0 0 0 Stefanie Benvenuto VICE CHAIR AS OF 08/2023 2.0 0 X X 0 0 0 Aasif Parekh DIRECTOR 2.0 2.0 X 0 89798 12181 Casey Castillo DIRECTOR AS OF 07/2023 1.0 0 X 0 0 0 Charles Athill MD DIRECTOR 5.0 1.0 X 31825 3020 0 Craig Saffer MD DIRECTOR, CHIEF OF STAFF 3.0 2.0 X 116600 0 0 Derek Quackenbush DIRECTOR AS OF 07/2023 2.0 1.0 X 0 0 0 Frederick Johnson MD DIRECTOR 1.0 0 X 0 0 0 Howard Smart MD DIRECTOR 1.0 0 X 9725 0 0 Joseph Kosmach MD DIRECTOR THRU 11/2022 2.0 0 X 132022 0 0 Linda Caballero-Sotelo DIRECTOR 2.0 1.0 X 0 0 0 Michael Brunker DIRECTOR THRU 07/2023 1.0 0 X 0 0 0 Pamela Wells VP PATIENT CARE SVCS-SMH 50.0 0.0 X 0 418241 28070 Paola Avila DIRECTOR 1.0 0 X 0 0 0 Richard Coutts MD DIRECTOR 1.0 1.0 X 0 0 0 Timothy B Smith CEO SMH THRU 01/2023 40.0 15.0 X 0 1193816 16823 Tom Gildred DIRECTOR 1.0 0 X 0 0 0 Anthony Guerra CHIEF FINANCE-MARKET GROWTH OFFICER-SMH 50.0 0.0 X 0 444843 41277 Doug Watson SVP & CFO SHC AS OF 6/26/23 2.0 50.0 X 0 0 0 Rick L Grossman SVP GENERAL COUNSEL 3.0 50.0 X 0 1229363 10412 Staci L Dickerson SVP & CFO SHC THRU 07/01/2023 2.0 56.0 X 0 1334159 32943 Christopher Walker COO 40.0 0.0 X 0 395195 44293 Gregory Blank VP CLIN SVCS 40.0 0.0 X 0 277904 21478 Julie Abraham DIR PHARMACY 40.0 0.0 X 0 326922 29902 Maria Colombo CNO SPECIALTY HOSP 40.0 0.0 X 0 404135 43725 Christiana Paul VP PATIENT CARE CONTINUUM 40.0 0.0 X 0 320685 37828 Fadi Nicolas CMO SHARP BEHAVIORAL HEALTH 40.0 0.0 X 0 617312 36702 Joshua Mccabe DIR EMS-SMH 40.0 0.0 X 0 298664 46817 Karen Worthy LD CLINICAL NURSE 50.0 0.0 X 0 332414 38419 Thomas Lawrie CHIEF MEDICAL OFFICER-SMH 40.0 10.0 X 0 502845 36045 Brett G McClain EVP CHIEF OPERATING OFFICER SHC 5.0 44.0 X 0 1513107 22359 Daniel L Gross FORMER EVP HOSPITAL OPS SHC 0.0 0.0 X 0 1068049 0 301422 14401388 552486 0 true true false 0 11652947 831196 3421 12484143 NET PATIENT SERVICES 900099 989037678 989037678 MEDICARE/MEDICAL 900099 459250212 459250212 CONTRACT PHARMACY 446110 2184531 2184531 MEDICAL OFFICE RENT 532000 953042 953042 MEDICAL STAFF ADMIN 900099 295833 295833 -634388 -634388 0 0 1451086908 37043369 37043369 0 0 259020403 96644 221353074 37667329 96644 37763973 37763973 PARKING 446199 557613 557613 SMBHWN GIFT SHOP 900099 234174 234174 CASH DISCOUNTS 900099 150896 150896 249576 0 0 249576 1192259 1539570652 1451086908 0 75999601 697026 697026 56828 56828 3813180 2029212 1783968 530278522 517870310 12408212 20594995 20068146 526849 63623354 61995276 1628078 38674289 37845083 829206 34581609 32606758 1974851 2682163 400886 2281277 13657810 13657810 131741 131741 977593 977593 92759244 88209796 4549448 0 9178990 154457 9024533 36953927 34234441 2719486 68104580 59932030 8172550 26450472 22133447 4317025 324848 307061 17787 863513 105899 757614 4376204 5585630 -1209426 42948241 34988497 7959744 5792319 3549661 2242658 MEDICAL SUPPLIES 179664775 179664775 MEDI-CAL PROVIDER TAX 60139570 60139570 STSTEM ALLOCATION 61224631 33681877 27542754 REPAIRS AND MAINTENANCE 15517714 14325195 1192519 4897789 2063851 2833938 0 1318965927 1212645712 106320215 0 3797774 3909029 298052158 364391169 0 0 0 0 22157240 19975697 8147346 8086687 1101391171 583599245 461333755 517791926 585752 698290 0 2894750594 3044471353 3688824619 3959324151 118277174 113596643 5656 0 0 0 326350054 301333136 444632884 414929779 X 3244191735 3544394372 3244191735 3544394372 3688824619 3959324151 X 220604725 76032948 3564964 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 131741 131741 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Sharp Memorial Hospital (SMH) pays annual dues to the California Hospital Association (CHA), the Healthcare Association of San Diego and Imperial Counties (HASDIC), and the American Hospital Association (AHA), which provides representation and advocacy at the local, state, and federal level. CHA, HASDIC, and AHA have determined that a portion of their membership dues are used for lobbying purposes. For FY 2023, SMH's annual dues calculated to have been used for lobbying purposes was $131,741. 7056341 94240 984515 0 284868 7850228 8128576 25988 -1094091 0 4132 7056341 7319817 70854 744440 0 6535 8128576 6930520 97837 319571 7125 20986 7319817 6744827 15871 197650 23598 4230 6930520 0.05 0.95 0.0 false true true 9451991 9451991 655519048 414932492 240586556 4998865 3156608 1842257 205820931 159277742 46543189 225600336 6232403 219367933 517791926 INTERCOMPANY RECEIVABLE 3037772215 RECEIVABLE FROM FOUNDATION DESIGNATED FUND DEFERRED RENT 51849 LEASED ASSETS - OPERATING 4935506 LEASED ASSETS - FINANCE 1711783 ESTIMATED SETTLEMENTS FROM GVMNT PROGRAMS 3044471353 LONG TERM PENSION LIABILITY 6089850 ALLOCATED TAX EXEMPT BONDS 287632240 LONG TERM WORKERS' COMPENSATION 267149 OPERATING LEASE OBLIGATIONS 5435744 FINANCE LEASE OBLIGATIONS 1734034 ESTIMATED SETTLEMENTS FROM GVMNT PROGRAMS 174119 301333136 X 1607288189 76032948 -2441335 73591613 1533696576 977593 4896483 5874076 1539570652 1315546999 0 0 1315546999 977593 2441335 3418928 1318965927 Schedule D, Part V, Line 4 Intended uses of endowment funds Sharp HealthCare Foundation holds 20 board designated and permanent endowments for Sharp Memorial Hospital that are restricted for a variety of purposes, such as emergency services, women's research, oncology, nursing education, laboratory, hospital equipment and technology, hospital library, 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 Non-Operating Pension - -2441335 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Donated Capital - 4893225 Change in Med Staff Equity - 3258 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Non -Operating Pension - 2441335 Europe (Including Iceland and Greenland) 0 0 Program Services Research 30576 North America (Canada & Mexico only) 0 0 Program Services Research 76623 South America 0 9 Program Services Humanitarian leave 12877 0 9 0 0 0 9 120076 0 120076 false false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH AMERICA-Accrual true true X true X true X false true false true true 6615181 0 6615181 0.0050 273209917 230411252 42798665 0.0324 22488019 12608453 9879566 0.0075 0 0 302313117 243019705 59293412 0.0450 1802915 0 1802915 0.0014 644785 0 644785 0.0005 95235017 71304814 23930203 0.0181 1105456 1105456 0 0.0 713018 0 713018 0.0005 0 0 99501191 72410270 27090921 0.0205 0 0 401814308 315429975 86384333 0.0655 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 10336552 0 90991255 104680475 -13689220 X true true San Diego Imaging - Kearny Mesa PROVIDER OF OUTPATIENT IMAGING SERVICES 0.5 0.0 0.5 4 1 SHARP MEMORIAL HOSPITAL 7901 FROST STREET SAN DIEGO CA 92123 https://www.sharp.com/locations/hospitals/sharp-memorial 08000039 X X X 2 SHARP MARY BIRCH HOSPITAL FOR WOMEN AND NEWBORNS 3003 HEALTH CENTER DRIVE SAN DIEGO CA 92123 https://www.sharp.com/locations/hospitals/sharp-mary-birch 08000039 X X 3 SHARP MESA VISTA HOSPITAL 7850 VISTA HILL AVENUE SAN DIEGO CA 92123 https://www.sharp.com/locations/hospitals/sharp-mesa-vista 55000273 X 4 SHARP MCDONALD CENTER 7989 LINDA VISTA ROAD SAN DIEGO CA 92123 https://sharpnet.sharp.com/hospitals/mcdonald/ 08000319 X SHARP MEMORIAL HOSPITAL 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 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 SHARP MARY BIRCH HOSPITAL FOR WOMEN AND NEWBORNS 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 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 SHARP MESA VISTA HOSPITAL 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 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 SHARP MCDONALD CENTER 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 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 MEMORIAL HOSPITAL. Based on the results of the community health statistics scan and feedback from community partners received during the FY2022 CHNA planning process, a number of community engagement activities were conducted across San Diego County (SDC) 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/SMH, in order to provide a more comprehensive understanding of identified health needs - including their associated social determinants of health (SDOH) and potential system and policy changes that may impact them - for the patients and community members served by the hospital. The CHNA process also included a detailed analysis of how these top needs impact the health of San Diego residents. Community engagement activities of the collaborative 2022 CHNA included 16 focus groups (90 participants), key informant interviews (26 participants), and an online survey (502 respondents) as well as Community Health Worker and promotor 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 SMH. 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 SMH 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. SMH/Sharp-specific community engagement activities concluded in Spring 2022. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - SHARP MEMORIAL HOSPITAL. 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 SMH FY2022 CHNA and was further supported by additional data analysis and community engagement activities specific to the community served by SMH (the latter is described in Question 5). Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - SHARP MEMORIAL HOSPITAL. The Sharp Memorial Hospital FY2022 Community Health Needs Assessment (CHNA) examines the health needs of the community members it serves in San Diego County. SMH'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 San Diego County. 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 SMH (the latter is described in Question 5). Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - SHARP MEMORIAL HOSPITAL. The Sharp Metropolitan Medical Campus (SMMC) comprises Sharp Memorial Hospital (SMH), Sharp Mary Birch Hospital for Women & Newborns (SMBHWN), Sharp Mesa Vista Hospital (SMV) and Sharp McDonald Center (SMC). In accordance with federal regulations, the SMH FY2022 Community Health Needs Assessment (CHNA) also includes needs identified for communities served by SMBHWN, as the two hospitals share a license and report all utilization and financial data as a single entity to the Department of Healthcare Access and Information (HCAI). Thus, the SMH FY2022 CHNA summarizes the processes and findings for communities served by both hospital entities (SMH and SMBHWN). SMV and SMC completed separate and distinct CHNAs in FY2022 (TY 2021). The findings of each of the entities' (SMH - including SMBHWN, SMV and SMC) FY2022 Community Health Needs Assessments (CHNA) further dove into priority health needs impacting the communities served by each entity, particularly those community members facing inequities, as well as provided insight gathered from direct conversations with the community. Through the SMMC FY2022 CHNAs, the following priority health needs were identified for the communities served by SMMC (listed in alphabetical order): * Access to Health Care * Aging Care & Support * Behavioral Health * Children & Youth Well-Being * Chronic Health Conditions * Community Safety * Economic Stability * Maternal and Prenatal Care, including High-Risk Pregnancy The hospital entities of SMMC (SMH, SMBHWN, SMV, and SMC) reviewed the findings of their FY2022 CHNAs to assist in the design and implementation of programs and services provided at these entities for community members. In identifying these priorities, all entities considered the expertise and mission of their programs and services, as well as the needs of the unique, ever-changing demographics and health topics that comprise their service area and region (San Diego County). the unique, ever-changing demographics and health topics that comprise their service areas and regions. The hospital entities of SMMC collectively provide programming and services that specifically address these needs, either directly or indirectly. SMH does not have the resources to comprehensively address the identified need of behavioral health (including substance use). Consequently, this identified need is addressed through the programs and services provided through Sharp Mesa Vista Hospital (SMV) and Sharp McDonald Center, which are the major providers of behavioral health and substance use treatment services in SDC. SMH and SMV are conveniently located on the Sharp Metropolitan Medical Campus (SMMC). The identified need of maternal and prenatal care, including high-risk pregnancy, is addressed at SMBHWN, a specialty hospital providing care for women, newborns and expectant mothers in SDC, also located on the SMMC campus. SMH addresses chronic health conditions by providing education and healthy lifestyle programs as part of care for cardiovascular disease (CVD), cancer, diabetes, obesity and other health issues influenced by healthy weight and exercise. Sharp Rees-Stealy Medical Centers throughout SDC provide community members with structured weight management and health education programs, such as smoking cessation and stress management, long-term support for weight management and personalized weight-loss programs. The most recently completed (FY 2024 - FY 2027) implementation strategies for each of SMMC's hospital entities are available online at: https://www.sharp.com/about/community/community-benefits/health-needs-assessments.cfm. These implementation strategies detail the programs that each hospital provides to address needs identified in their 2022 CHNAs. These programs are detailed further in the SMBHWN, SMH and SMV/SMC sections 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 MEMORIAL HOSPITAL. The Sharp Metropolitan Medical Campus (SMMC) does not make presumptive FAP-eligibility determinations based on third-party information as defined in section 501(r)-6(c)(2). Instead, SMMC makes reasonable efforts based on notification and processing of applications as defined in 501(r)-6(c)(3). 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 MARY BIRCH HOSPITAL FOR WOMEN. Based on the results of the community health statistics scan and feedback from community partners received during the FY2022 CHNA planning process, a number of community engagement activities were conducted across San Diego County (SDC) 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/SMH, in order to provide a more comprehensive understanding of identified health needs - including their associated social determinants of health (SDOH) and potential system and policy changes that may impact them - for the patients and community members served by the hospital. The CHNA process also included a detailed analysis of how these top needs impact the health of San Diego residents. Community engagement activities of the collaborative FY2022 CHNA 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 SMH. 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 SMH 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. SMH/Sharp-specific community engagement activities concluded in Spring 2022. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - SHARP MARY BIRCH HOSPITAL FOR WOMEN. 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 SMH FY2022 CHNA and was further supported by additional data analysis and community engagement activities specific to the community served by SMH (the latter is described in Question 5). Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - SHARP MARY BIRCH HOSPITAL FOR WOMEN. The Sharp Memorial Hospital FY2022 Community Health Needs Assessment (CHNA) examines the health needs of the community members it serves in San Diego County. SMH'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 San Diego County. 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 SMH (the latter is described in Question 5). Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - SHARP MARY BIRCH HOSPITAL FOR WOMEN. The Sharp Metropolitan Medical Campus (SMMC) comprises Sharp Memorial Hospital (SMH), Sharp Mary Birch Hospital for Women & Newborns (SMBHWN), Sharp Mesa Vista Hospital (SMV) and Sharp McDonald Center (SMC). In accordance with federal regulations, the SMH FY2022 Community Health Needs Assessment (CHNA) also includes needs identified for communities served by SMBHWN, as the two hospitals share a license and report all utilization and financial data as a single entity to the Department of Healthcare Access and Information (HCAI). Thus, the SMH FY2022 CHNA summarizes the processes and findings for communities served by both hospital entities (SMH and SMBHWN). SMV and SMC completed separate and distinct CHNAs in FY2022 (TY 2021). The findings of each of the entities' (SMH - including SMBHWN, SMV and SMC) FY2022 Community Health Needs Assessments (CHNA) further dove into priority health needs impacting the communities served by each entity, particularly those community members facing inequities, as well as provided insight gathered from direct conversations with the community. Through the SMMC FY2022 CHNAs, the following priority health needs were identified for the communities served by SMMC (listed in alphabetical order): * Access to Health Care * Aging Care & Support * Behavioral Health * Children & Youth Well-Being * Chronic Health Conditions * Community Safety * Economic Stability * Maternal and Prenatal Care, including High-Risk Pregnancy The hospital entities of SMMC (SMH, SMBHWN, SMV, and SMC) reviewed the findings of their FY2022 CHNAs to assist in the design and implementation of programs and services provided at these entities for community members. In identifying these priorities, all entities considered the expertise and mission of their programs and services, as well as the needs of the unique, ever-changing demographics and health topics that comprise their service area and region (San Diego County). the unique, ever-changing demographics and health topics that comprise their service areas and regions. The hospital entities of SMMC collectively provide programming and services that specifically address these needs, either directly or indirectly. SMH does not have the resources to comprehensively address the identified need of behavioral health (including substance use). Consequently, this identified need is addressed through the programs and services provided through Sharp Mesa Vista Hospital (SMV) and Sharp McDonald Center, which are the major providers of behavioral health and substance use treatment services in SDC. SMH and SMV are conveniently located on the Sharp Metropolitan Medical Campus (SMMC). The identified need of maternal and prenatal care, including high-risk pregnancy, is addressed at SMBHWN, a specialty hospital providing care for women, newborns and expectant mothers in SDC, also located on the SMMC campus. SMH addresses chronic health conditions by providing education and healthy lifestyle programs as part of care for cardiovascular disease (CVD), cancer, diabetes, obesity and other health issues influenced by healthy weight and exercise. Sharp Rees-Stealy Medical Centers throughout SDC provide community members with structured weight management and health education programs, such as smoking cessation and stress management, long-term support for weight management and personalized weight-loss programs. The most recently completed (FY 2024 - FY 2027) implementation strategies for each of SMMC's hospital entities are available online at: https://www.sharp.com/about/community/community-benefits/health-needs-assessments.cfm. These implementation strategies detail the programs that each hospital provides to address needs identified in their 2022 CHNAs. These programs are detailed further in the SMBHWN, SMH and SMV/SMC sections 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 Mary Birch Hospital for Women & Newborns. The Sharp Metropolitan Medical Campus (SMMC) does not make presumptive FAP-eligibility determinations based on third-party information as defined in section 501(r)-6(c)(2). Instead, SMMC makes reasonable efforts based on notification and processing of applications as defined in 501(r)-6(c)(3). 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 MESA VISTA HOSPITAL. Based on the results of the community health statistics scan and feedback from community partners received during the FY2022 CHNA planning process, a number of community engagement activities were conducted across San Diego County (SDC) 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/SMH, in order to provide a more comprehensive understanding of identified health needs - including their associated social determinants of health (SDOH) and potential system and policy changes that may impact them - for the patients and community members served by the hospital. The CHNA process also included a detailed analysis of how these top needs impact the health of San Diego residents. Community engagement activities of the collaborative FY2022 CHNA 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 2022 FYCHNA 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 SMH. 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 SMH 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. SMH/Sharp-specific community engagement activities concluded in Spring 2022. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - SHARP MESA VISTA HOSPITAL. 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 2022 CHNA significantly informed the SMH FY2022 CHNA and was further supported by additional data analysis and community engagement activities specific to the community served by SMH (the latter is described in Question 5). Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - SHARP MESA VISTA HOSPITAL. The Sharp Memorial Hospital FY2022 Community Health Needs Assessment (CHNA) examines the health needs of the community members it serves in San Diego County. SMH'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 San Diego County. 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 SMH (the latter is described in Question 5). Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - SHARP MESA VISTA HOSPITAL. The Sharp Metropolitan Medical Campus (SMMC) comprises Sharp Memorial Hospital (SMH), Sharp Mary Birch Hospital for Women & Newborns (SMBHWN), Sharp Mesa Vista Hospital (SMV) and Sharp McDonald Center (SMC). In accordance with federal regulations, the SMH FY2022 Community Health Needs Assessment (CHNA) also includes needs identified for communities served by SMBHWN, as the two hospitals share a license and report all utilization and financial data as a single entity to the Department of Healthcare Access and Information (HCAI). Thus, the SMH FY2022 CHNA summarizes the processes and findings for communities served by both hospital entities (SMH and SMBHWN). SMV and SMC completed separate and distinct CHNAs in FY2022 (TY 2021). The findings of each of the entities' (SMH - including SMBHWN, SMV and SMC) FY2022 Community Health Needs Assessments (CHNA) further dove into priority health needs impacting the communities served by each entity, particularly those community members facing inequities, as well as provided insight gathered from direct conversations with the community. Through the SMMC FY2022 CHNAs, the following priority health needs were identified for the communities served by SMMC (listed in alphabetical order): * Access to Health Care * Aging Care & Support * Behavioral Health * Children & Youth Well-Being * Chronic Health Conditions * Community Safety * Economic Stability * Maternal and Prenatal Care, including High-Risk Pregnancy The hospital entities of SMMC (SMH, SMBHWN, SMV, and SMC) reviewed the findings of their FY2022 CHNAs to assist in the design and implementation of programs and services provided at these entities for community members. In identifying these priorities, all entities considered the expertise and mission of their programs and services, as well as the needs of the unique, ever-changing demographics and health topics that comprise their service area and region (San Diego County). the unique, ever-changing demographics and health topics that comprise their service areas and regions. The hospital entities of SMMC collectively provide programming and services that specifically address these needs, either directly or indirectly. SMH does not have the resources to comprehensively address the identified need of behavioral health (including substance use). Consequently, this identified need is addressed through the programs and services provided through Sharp Mesa Vista Hospital (SMV) and Sharp McDonald Center, which are the major providers of behavioral health and substance use treatment services in SDC. SMH and SMV are conveniently located on the Sharp Metropolitan Medical Campus (SMMC). The identified need of maternal and prenatal care, including high-risk pregnancy, is addressed at SMBHWN, a specialty hospital providing care for women, newborns and expectant mothers in SDC, also located on the SMMC campus. SMH addresses chronic health conditions by providing education and healthy lifestyle programs as part of care for cardiovascular disease (CVD), cancer, diabetes, obesity and other health issues influenced by healthy weight and exercise. Sharp Rees-Stealy Medical Centers throughout SDC provide community members with structured weight management and health education programs, such as smoking cessation and stress management, long-term support for weight management and personalized weight-loss programs. The most recently completed (FY 2024 - FY 2027) implementation strategies for each of SMMC's hospital entities are available online at: https://www.sharp.com/about/community/community-benefits/health-needs-assessments.cfm. These implementation strategies detail the programs that each hospital provides to address needs identified in their 2022 CHNAs. These programs are detailed further in the SMBHWN, SMH and SMV/SMC sections 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 MESA VISTA HOSPITAL. The Sharp Metropolitan Medical Campus (SMMC) does not make presumptive FAP-eligibility determinations based on third-party information as defined in section 501(r)-6(c)(2). Instead, SMMC makes reasonable efforts based on notification and processing of applications as defined in 501(r)-6(c)(3). 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 MCDONALD CENTER. Based on the results of the community health statistics scan and feedback from community partners received during the FY2022 CHNA planning process, a number of community engagement activities were conducted across San Diego County (SDC) 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/SMH, in order to provide a more comprehensive understanding of identified health needs - including their associated social determinants of health (SDOH) and potential system and policy changes that may impact them - for the patients and community members served by the hospital. The CHNA process also included a detailed analysis of how these top needs impact the health of San Diego residents. Community engagement activities of the collaborative FY2022 CHNA 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 SMH. 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 SMH 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. SMH/Sharp-specific community engagement activities concluded in Spring 2022. Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - SHARP MCDONALD 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 2022 CHNA significantly informed the SMH FY2022 CHNA and was further supported by additional data analysis and community engagement activities specific to the community served by SMH (the latter is described in Question 5). Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - SHARP MCDONALD CENTER. The Sharp Memorial Hospital FY2022 Community Health Needs Assessment (CHNA) examines the health needs of the community members it serves in San Diego County. SMH'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 San Diego County. 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 SMH (the latter is described in Question 5). Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - SHARP MCDONALD CENTER. The Sharp Metropolitan Medical Campus (SMMC) comprises Sharp Memorial Hospital (SMH), Sharp Mary Birch Hospital for Women & Newborns (SMBHWN), Sharp Mesa Vista Hospital (SMV) and Sharp McDonald Center (SMC). In accordance with federal regulations, the SMH FY2022 Community Health Needs Assessment (CHNA) also includes needs identified for communities served by SMBHWN, as the two hospitals share a license and report all utilization and financial data as a single entity to the Department of Healthcare Access and Information (HCAI). Thus, the SMH FY2022 CHNA summarizes the processes and findings for communities served by both hospital entities (SMH and SMBHWN). SMV and SMC completed separate and distinct CHNAs in FY2022 (TY 2021). The findings of each of the entities' (SMH - including SMBHWN, SMV and SMC) FY2022 Community Health Needs Assessments (CHNA) further dove into priority health needs impacting the communities served by each entity, particularly those community members facing inequities, as well as provided insight gathered from direct conversations with the community. Through the SMMC FY2022 CHNAs, the following priority health needs were identified for the communities served by SMMC (listed in alphabetical order): * Access to Health Care * Aging Care & Support * Behavioral Health * Children & Youth Well-Being * Chronic Health Conditions * Community Safety * Economic Stability * Maternal and Prenatal Care, including High-Risk Pregnancy The hospital entities of SMMC (SMH, SMBHWN, SMV, and SMC) reviewed the findings of their FY2022 CHNAs to assist in the design and implementation of programs and services provided at these entities for community members. In identifying these priorities, all entities considered the expertise and mission of their programs and services, as well as the needs of the unique, ever-changing demographics and health topics that comprise their service area and region (San Diego County). the unique, ever-changing demographics and health topics that comprise their service areas and regions. The hospital entities of SMMC collectively provide programming and services that specifically address these needs, either directly or indirectly. SMH does not have the resources to comprehensively address the identified need of behavioral health (including substance use). Consequently, this identified need is addressed through the programs and services provided through Sharp Mesa Vista Hospital (SMV) and Sharp McDonald Center, which are the major providers of behavioral health and substance use treatment services in SDC. SMH and SMV are conveniently located on the Sharp Metropolitan Medical Campus (SMMC). The identified need of maternal and prenatal care, including high-risk pregnancy, is addressed at SMBHWN, a specialty hospital providing care for women, newborns and expectant mothers in SDC, also located on the SMMC campus. SMH addresses chronic health conditions by providing education and healthy lifestyle programs as part of care for cardiovascular disease (CVD), cancer, diabetes, obesity and other health issues influenced by healthy weight and exercise. Sharp Rees-Stealy Medical Centers throughout SDC provide community members with structured weight management and health education programs, such as smoking cessation and stress management, long-term support for weight management and personalized weight-loss programs. The most recently completed (FY 2024 - FY 2027) implementation strategies for each of SMMC's hospital entities are available online at: https://www.sharp.com/about/community/community-benefits/health-needs-assessments.cfm. These implementation strategies detail the programs that each hospital provides to address needs identified in their 2022 CHNAs. These programs are detailed further in the SMBHWN, SMH and SMV/SMC sections 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 MCDONALD CENTER. The Sharp Metropolitan Medical Campus (SMMC) does not make presumptive FAP-eligibility determinations based on third-party information as defined in section 501(r)-6(c)(2). Instead, SMMC makes reasonable efforts based on notification and processing of applications as defined in 501(r)-6(c)(3). 7 SHARP HOME CARE 8080 DAGGET STREET SUITE 200 SAN DIEGO CA 92111 HOME HEALTH SHARP MEMORIAL OUTPATIENT PAVILION 3075 HEALTH CENTER DRIVE SAN DIEGO CA 92123 OUTPATIENT SERVICES BEHAVIORAL HEALTH OUTPATIENT CENTER EL CAJON 1460 EAST MAIN STREET EL CAJON CA 92021 BEHAVIORAL HEALTH OUTPATIENT BEHAVIORAL HEALTH OUTPATIENT CENTER MID CITY 4275 EL CAJON BLVD SUITE 100 SAN DIEGO CA 92123 BEHAVIORAL HEALTH OUTPATIENT RENAL TRANSPLANT CENTER 8010 FROST STREET SUITE 10030 SAN DIEGO CA 92123 OUTPATIENT SERVICES CARDIAC TRANSPLANT 3131 BERGER AVE SAN DIEGO CA 92123 OUTPATIENT SERVICES San Diego Imaging - Kearny Mesa 7910 Frost St Suite 100 San Diego CA 92123 IMAGING JOINT VENTURE Schedule H, Part VI, Line 7 SCH H, PART VI, LINE 7 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. For purposes of the Sharp HealthCare Community Benefit Plan and Report, financials and narratives are provided in distinct sections for each hospital noted under Sharp Memorial Hospital's Tax ID, including Sharp Mary Birch Hospital for Women & Newborns, Sharp Memorial Hospital, Sharp Mesa Vista Hospital and Sharp McDonald Center. In addition, consolidated financials for these hospitals are also provided in the FY 2023 Sharp HealthCare Community Benefit Plan and Report under the section entitled Sharp Metropolitan Medical Campus. 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 3 SCH H, PART III, LINE 3 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. 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 $162,296,069 Medicare allowable costs reported on Parts I and III $194,890,229 Shortfall included on Parts I and III ($32,594,160) Actual Medicare revenue received $167,526,414 Actual Medicare cost $205,746,868 Actual Medicare shortfall ($38,220,454) Additional Medicare shortfall not on Parts I and III ($5,626,294) 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 $10,336,552 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 Memorial Hospital 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 MEMORIAL HOSPITAL: Line 16a URL: https://www.sharp.com/patient/billing/financial-assistance.cfm; - SHARP MARY BIRCH HOSPITAL FOR WOMEN AND NEWBORNS: Line 16a URL: https://www.sharp.com/patient/billing/financial-assistance.cfm; - SHARP MESA VISTA HOSPITAL: Line 16a URL: https://www.sharp.com/patient/billing/financial-assistance.cfm; - SHARP MCDONALD CENTER: Line 16a URL: https://www.sharp.com/patient/billing/financial-assistance.cfm; Schedule H, Part V, Section B, Line 16b FAP Application website - SHARP MEMORIAL HOSPITAL: Line 16b URL: https://www.sharp.com/patient/billing/financial-assistance.cfm; - SHARP MARY BIRCH HOSPITAL FOR WOMEN AND NEWBORNS: Line 16b URL: https://www.sharp.com/patient/billing/financial-assistance.cfm; - SHARP MESA VISTA HOSPITAL: Line 16b URL: https://www.sharp.com/patient/billing/financial-assistance.cfm; - SHARP MCDONALD CENTER: 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 MEMORIAL HOSPITAL: Line 16c URL: https://www.sharp.com/patient/billing/financial-assistance.cfm; - SHARP MARY BIRCH HOSPITAL FOR WOMEN AND NEWBORNS: Line 16c URL: https://www.sharp.com/patient/billing/financial-assistance.cfm; - SHARP MESA VISTA HOSPITAL: Line 16c URL: https://www.sharp.com/patient/billing/financial-assistance.cfm; - SHARP MCDONALD CENTER: 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 those comprising the Sharp Metropolitan Medical Campus (SMMC) - Sharp Mary Birch Hospital for Women & Newborns (SMBHWN), Sharp Memorial Hospital (SMH), Sharp Mesa Vista Hospital (SMV) and Sharp McDonald Center (SMC) - 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 Assessments for SMH, SMV and SMC are 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. In accordance with federal regulations, the SMH FY2022 CHNA also includes needs identified for communities served by SMBHWN, as the two hospitals share a license, and report all utilization and financial data as a single entity to the Office of Statewide Health Planning and Development (OSHPD). Thus, the SMH FY2022 CHNA summarizes the processes and findings for communities served by both hospital entities (SMH and SMBHWN). SMV and SMC completed distinct CHNAs in FY2022. SMMC's hospitals reviewed the findings from their most recent (2022) CHNAs and used the assessments to help inform priority needs for members of the communities they serve. In identifying these priorities, the entities also considered the expertise and mission of their programs and services, as well as the needs of the unique, ever-changing demographics and health topics that comprise their service area and region. SMMC's hospitals are committed to the health and well-being of their communities, and the findings of their FY2022 CHNAs help inform the activities and services provided to improve the health of their community members. These programs are detailed in the hospitals' FY 24-FY 27 implementation strategies, which are also available online to the community at: https://www.sharp.com/about/community/community-benefits/health-needs-assessments.cfm. Both SMH and SMBHWN do not have the capacity to provide the community education and support elements for the identified health need of behavioral health. Thus, these programs and services are provided by the other hospital entities that make up SMMC (SMV and SMC), which are the major providers of behavioral health and substance use services in SDC. Conversely, as SMV and SMC are specialty hospital facilities providing behavioral health and chemical dependency programs and services, these hospitals do not have the capacity, resources and expertise to address the identified health needs of: cancer, cardiovascular disease, diabetes type 2, high risk pregnancy, obesity and senior health). These additional identified health issues (cardiovascular health, diabetes, obesity), fall outside the scope of services provided by SMV and SMC, and thus are not addressed by programs/services provided by these two hospital entities. Further, SMH addresses obesity through both clinical programs, as well as general nutrition and exercise education and resources provided at SMH and programs address a healthy lifestyle as part of care for heart disease, cancer, diabetes and other health issues influenced by healthy weight and exercise. Sharp Rees-Stealy clinics throughout SDC - which includes the community served by SMMC - provide structured weight management and health education programs to community members, such as smoking cessation and stress management; long-term support for weight management and fat loss; and personalized weight-loss programs. Please refer to Part V, Sections B and C, for additional details on the process, findings and strategies to address findings from the FY2022 CHNAs for SMH, SMV and SMC. Programs that address CHNA-identified needs are also detailed in the SMBHWN, SMH and SMV/SMC sections 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. In addition, the entities of SMMC: * Incorporate community priorities and community relations into its strategic plan and develops service line-specific goals (SMBHWN, SMH, SMV/SMC) * Estimate an annual budget for community programs and services based on community needs, the prior years' experience and current funding levels (SMBHWN, SMH, SMV/SMC) * Consults with representatives from a variety of departments to discuss, plan, and implement community activities (SMH) * Hosts a bimonthly committee to discuss, plan, and implement community activities (SMV/SMC) * Participates in programs and workgroups to review and implement services to improve the health status and emotional well-being of women and infants (SMBHWN) 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 community served by SMMC (SMBHWN, SMH, SMV and SMC) encompasses the entire community of San Diego County (SDC), including all six regions: central, east, north central, north coastal, north inland and south. For SMMC's FY2022 CHNA processes, the IBM/Dignity Health Community Need Index (CNI) was utilized to identify vulnerable communities within the county. The CNI identifies the severity of health disparity for every ZIP code in the United States of America (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 the SMMC hospitals with especially high need include, but are not limited to, East San Diego, City Heights, Linda Vista, the College Area and Downtown San Diego. In 2023, there were 3,348,475 residents in SDC, making it the second most populous county in California. In addition, there were 540,188 residents ages 65 and older in SDC, representing 16.1% of the population in 2023. Between 2023 and 2028, it is anticipated that SDC's senior population will grow by 13.3%. In 2021, 10.7% of the SDC 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. In 2021, 7.6% of households in SDC received Supplemental Nutrition Assistance Program (SNAP) benefits, while 16.2% of the population lived at or below 138% FPL and were eligible for the program. 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. Schedule H, Part VI, Line 5 Promotion of community health Sharp Memorial Hospital 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, in FY 2023 Sharp Metropolitan Medical Campus (including SMH, SMBHWN and SMV) diverted nearly 2 million pounds of waste, 31% 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 Sharp Grossmont Hospital for use during mass decontamination events. Although the trailer is strategically located at SGH 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, 2022, 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. In 2014, Sharp made an important decision regarding these pillars as part of its continued journey toward excellence. Each year, Sharp incorporates cycles of learning into its strategic planning process. Since 2014, Sharp has had an enhanced focus on safety, 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. With 1,036 licensed beds, SMMC (including SMH, SMBHWN, SMV and SMC) features private patient rooms, sleeper sofas for loved ones, state-of-the-art surgery suites and the largest and most modern emergency and trauma center in San Diego. SMH is also a Magnet hospital for nursing and patient care excellence. SMH received Magnet Designation for Nursing Excellence by the American Nurses Credentialing Center (ANCC). The Magnet Recognition Program is the highest level of honor awarded by the ANCC and is accepted nationally as the gold standard in nursing excellence. In January 2012, SMH was designated a Planetree Patient-Centered Hospital. Planetree is a coalition of more than 100 hospitals worldwide that is committed to improving medical care from the patient's perspective. In 2014, SMH achieved Planetree Designation with Distinction and was re-designated as a Planetree Patient-Centered Hospital in 2015, with a Gold Certification for Excellence in Person-Centered Care following in 2019. SMH has been a part of San Diego health care history for more than 50 years. A freestanding women's hospital specializing in obstetrics, gynecology, gynecologic oncology, and neonatal intensive care, SMBHWN delivers more babies than any other private hospital in California. The largest private freestanding psychiatric hospital in California, SMV is a premier provider of behavioral health services. SMC is SDC's only licensed chemical dependency recovery hospital. Schedule H, Part VI, Line 7 State filing of community benefit report CA true Alzheimer's San Diego 6632 Convoy Street San Diego CA 92111 475534541 501(c)(3) 31500 2023 Partnership Life Rolls on Foundation PO Box 45770 Los Angeles CA 90045 743032829 501(c)(3) 12000 Annual Sponsorship San Diego Crew Classic 1875 Qivara Way C-6 San Diego CA 92109 953276681 501(c)(3) 10000 Annual Sponsorship California Health Foundation & Trust 1215 K Street Suite 800 San Diego CA 92111 941498669 501(c)(3) 599422 Medi-Cal Program American Heart Association PO Box 4002030 Des Moines IA 503402030 135613797 501(c)(3) 25000 Pledge Go Red for Women 5 0 HeadNorth Grant-Amazon 1 711 HeadNorth Grant-California Renewable Project 1 7500 HeadNorth Grant-Hands on Concepts 3 Inc 3 17394 HeadNorth Grant-Harmony Home Medical 5 25266 HeadNorth Grant-Rio Mobility 1 1097 HeadNorth Grant-SDG&E 1 1000 HeadNorth Grant-U2Mobility Inc 1 3860 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 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 Patricia Khaleghi SVP MARKET CEO AS OF 10/30/2022 0 763136 0 227603 0 57957 0 11800 0 22289 0 1082785 0 0 Timothy B Smith CEO SMH THRU 01/2023 0 862165 0 282913 0 48738 0 0 0 16823 0 1210639 0 0 Pamela Wells VP PATIENT CARE SVCS-SMH 0 323702 0 85396 0 9143 0 18450 0 9620 0 446311 0 0 Daniel L Gross FORMER EVP HOSPITAL OPS SHC 0 1043899 0 24150 0 0 0 0 0 0 0 1068049 0 0 Brett G McClain EVP CHIEF OPERATING OFFICER SHC 0 1113965 0 389080 0 10062 0 0 0 22359 0 1535466 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 Anthony Guerra CHIEF FINANCE-MARKET GROWTH OFFICER-SMH 0 347261 0 85005 0 12577 0 19880 0 21397 0 486120 0 0 Rick L Grossman SVP GENERAL COUNSEL 0 886600 0 292585 0 50178 0 0 0 10412 0 1239775 0 0 Maria Colombo CNO SPECIALTY HOSP 0 284754 0 81257 0 38124 0 28017 0 15708 0 447860 0 0 Gregory Blank VP CLIN SVCS 0 263389 0 14000 0 515 0 12069 0 9409 0 299382 0 0 Christopher Walker COO 0 295782 0 76167 0 23246 0 23135 0 21158 0 439488 0 0 Julie Abraham DIR PHARMACY 0 277652 0 48234 0 1036 0 9188 0 20714 0 356824 0 0 Karen Worthy LD CLINICAL NURSE 0 321082 0 1200 0 10132 0 29758 0 8661 0 370833 0 0 Joshua Mccabe DIR EMS-SMH 0 249675 0 48067 0 922 0 25985 0 20832 0 345481 0 0 Fadi Nicolas CMO SHARP BEHAVIORAL HEALTH 0 449956 0 125287 0 42069 0 15248 0 21454 0 654014 0 0 Christiana Paul VP PATIENT CARE CONTINUUM 0 246287 0 63523 0 10875 0 16788 0 21040 0 358513 0 0 Thomas Lawrie CHIEF MEDICAL OFFICER-SMH 0 394713 0 106051 0 2081 0 14700 0 21345 0 538890 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, there were no distributions from the plan. Schedule J, Part II, Column (B)(i) SCH J, PART II, COL Bi Compensation was paid to Dr. Charles Athill through San Diego Cardiac Center Medical Group. Form 990, Part III, Line 1 Mission Statenment The corporation shall, at all times, operate a hospital under the name Donald N. Sharp Memorial Community Hospital. The purpose of the corporation shall be to promote and to oversee the quality of care rendered in the hospital; to act as the governing board authority in matters of medical staff relations, clinical issues, credentialing, physician discipline and Joint Commission on Accreditation of Hospital requirements; and to establish policies to support those purposes. 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 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. Form 990, Part III, Line 4a Community Benefit Report * 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 of the Community Benefit Report 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 990, Part IV, Line 24a PART IV, LINE 24A Tax Exempt Bonds are issued for the Sharp HealthCare Obligated Group. As a result, the tax exempt bond balances are reported on the Sharp HealthCare return (EIN 95-6077327). This organization's allocated portion is included in Part X, Line 25. Form 990, Part V, Line 2a PART V, LINE 2A Sharp Memorial Hospital 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 6 Classes of members or stockholders Sharp HealthCare (FEIN 95-6077327) is the sole member of Sharp Memorial Hospital. 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 Director of Accounting & Tax, Vice President of Finance, Senior Vice President and Chief Financial Officer, and entity Chief Financial Officer. 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 Sharp Memorial Hospital has a written conflict of interest policy which has been reviewed and approved by the Sharp Memorial Hospital governing board. Sharp Memorial Hospital 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 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 B, Line 1 PART VII, SECTION B Independent Contractors are paid under Sharp HealthCare's tax identification number (95-6077327) and are reported on Sharp HealthCare's tax return. Form 990, Part VIII, Line 2f Other Program Service Revenue ALL OTHER - Total Revenue: 47103, Related or Exempt Function Revenue: 47103, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; MRI JV loss - Total Revenue: -852113, Related or Exempt Function Revenue: -852113, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; MRI invoicing - Total Revenue: 167364, Related or Exempt Function Revenue: 167364, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Med Staff change in equity - Total Revenue: 3258, Related or Exempt Function Revenue: 3258, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue ALL OTHER REVENUE - Total Revenue: 341874, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 341874; Loss on Extinguishment of Debt - Total Revenue: -92298, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: -92298; Form 990, Part X, Line 25 PART X, LINE 25 Tax Exempt Bonds are issued for the Sharp HealthCare Obligated Group. As a result, the tax exempt bond balances are reported on the Sharp HealthCare return (EIN 95-6077327) and this organization has reported zero on Form 990, Part X, Line 20 and has reported the allocated balance on Line 25. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in minimum pension liability - 3565015; Other - -51; SHARP HEALTHCARE 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 956077327 HEALTHCARE ORGANIZATION CA 501(c)(3) 3 NA false SHARP CORONADO HOSPITAL AND HEALTHCARE 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 950651579 HOSPITAL CA 501(c)(3) 3 SHARP HEALTHCARE true GROSSMONT HOSPITAL CORPORATION (SGH) 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 330449527 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 HEALTH PLAN 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 330519730 HEALTH PLAN CA 501(c)(4) 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 GROSSMONT HOSPITAL FOUNDATION (GHF) 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 330124488 HOSPITAL FOUNDATION CA 501(c)(3) 7 GROSSMONT HOSPITAL CORPORATION 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 false false true false false false false false false false false true true false false true true true true Sharp Coronado Hospital L 416548 Accrual Method Sharp Coronado Hospital S 292000 Accrual Method Grossmont Hospital Corporation M 7786126 Accrual Method Grossmont Hospital Corporation L 3611123 Accrual Method Grossmont Hospital Corporation Q 114942 Accrual Method Grossmont Hospital Corporation P 203784 Accrual Method Grossmont Hospital Corporation S 571962 Accrual Method Sharp Health Plan L 272209327 Accrual Method Sharp HealthCare Foundation C 11652947 Accrual Method Sharp Chula Vista Medical Center L 2905796 Accrual Method Sharp Chula Vista Medical Center R 341810 Accrual Method Sharp Coronado Hospital R 558089 Accrual Method Sharp Chula Vista Medical Center S 161131 ACCRUAL METHOD Sharp Chula Vista Medical Center M 392219 ACCRUAL METHOD