2025-08-15T16:55:18+00:00 2024-09-30 346565596 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE IRVINE CA 92612 990 2023-10-01 953492461 Sharp Healthcare Foundation SHAR 8584995150 8695 Spectrum Center Blvd San Diego CA 921231489 William S Littlejohn SR VP CEO Foundation 2025-08-15 false Kara Adams P00023315 9497942300 2025-08-15 2023 2025-03-06 01:10:19Z William S Littlejohn 8695 Spectrum Center Blvd San Diego CA 921231489 44113728 false X https://www.sharp.com/give/sharp-healthcare-foundation X 1979 CA PROVIDE SUPPORT AND ASSISTANCE TO SHARP HEALTHCARE. 38 30 29 176 0 0 11295313 23606652 5620011 6199054 2513172 2872648 52406 56065 19480902 32734419 17198624 22286327 0 0 4976922 5298955 0 0 3568262 1051872 1308293 23227418 28893575 -3746516 3840844 139050134 188888852 32487043 66056413 106563091 122832439 See Schedule O false false 22610714 22286327 6199054 PROVIDED SUPPORT AND ASSISTANCE TO SHARP HEALTHCARE. SEE SCHEDULE O FOR COMMUNITY BENEFITS REPORT. 22610714 true true false true false false false false true true false false true true true false true false false false false false false true true false true false true false false false false false false false false true true false false false true true true true false true X 7 0 true 29 false false false false false false true true false false false true false false false X 38 30 false false false false true true true true true false false true true true true true true true true false CA X Mike Djomins 8584995150 8695 Spectrum Center Blvd San Diego CA 92123 Christopher D Howard PRESIDENT & CEO SHC 1.0 51.0 X X 0 2449448 17675 Joe Bellezzo MD CHAIR THRU 10/2023 4.0 2.0 X X 0 39000 0 Lisa Arnold CHAIR AS OF 10/2023 2.0 2.0 X X 0 0 0 Lynn Congemi TREASURER AS OF 01/2024 1.0 0 X X 0 0 0 Mike Labelle SECRETARY 5.0 0 X X 0 0 0 Paulette Roberts TREASURER THRU 11/2023 2.0 0 X X 0 0 0 William Littlejohn SVP, CEO FOUNDATIONS 25.0 13.0 X X 0 1623356 22793 Aaron Malardino DIRECTOR 1.0 0 X 0 0 0 Aasif Parekh DIRECTOR 2.0 2.0 X 0 94568 12876 Charles Athill MD DIRECTOR 1.0 5.0 X 0 50634 0 Charles Redfern MD DIRECTOR 2.0 8.0 X 0 53725 0 Corinne Hollings DIRECTOR 2.0 0 X 0 0 0 Daniel Chang MD DIRECTOR 1.0 0 X 0 0 0 David Amaya DIRECTOR 1.0 0 X 0 0 0 Diane Wintz MD DIRECTOR 2.0 0.0 X 0 603327 0 Emily Cole MD DIRECTOR 1.0 2.0 X 0 22650 0 Eric Northbrook DIRECTOR THRU 10/2023 1.0 0 X 0 0 0 Holly Heaton DIRECTOR 2.0 0 X 0 0 0 Jean Young DIRECTOR 2.0 0 X 0 0 0 Jeffery Gross DIRECTOR 1.0 1.0 X 0 0 0 Jerome Stenehjem MD DIRECTOR 1.0 0.0 X 0 0 0 Joanne Sellner DIRECTOR 2.0 0 X 0 0 0 Joel Tubao DIRECTOR 1.0 0 X 0 0 0 John Jahan MD DIRECTOR 1.0 0.0 X 0 120000 0 Judy Weisman DIRECTOR AS OF 10/2023 2.0 2.0 X 0 0 0 Kate Herring DIRECTOR 2.0 0 X 0 0 0 Kristy Gregg DIRECTOR 1.0 1.0 X 0 0 0 Maggie Watkins DIRECTOR AS OF 03/2024 2.0 1.0 X 0 0 0 Mike Martin MD DIRECTOR 2.0 0 X 0 0 0 Mitch Mitchell DIRECTOR 2.0 0 X 0 0 0 Moneer Jaibaji MD DIRECTOR 1.0 0.0 X 0 700 0 Naresh Soni DIRECTOR 1.0 0 X 0 0 0 Philip Gildred DIRECTOR 2.0 0 X 0 0 0 Reggie Smith DIRECTOR 2.0 0 X 0 0 0 Rob Marasco DIRECTOR 2.0 0 X 0 0 0 Rob Patel DIRECTOR AS OF 10/2023 2.0 0 X 0 0 0 Sara Bennett DIRECTOR 1.0 3.0 X 0 0 0 Shahed Samadi MD DIRECTOR 1.0 0 X 0 0 0 Siavash Jabbari MD DIRECTOR 2.0 0.0 X 0 23050 0 Benjamin Moraga VP ANNUAL GIVING/DONOR DVLPMNT 40.0 0.0 X 0 282033 36218 Elizabeth Morgante CHIEF OPERATING OFFICER 40.0 0.0 X 0 392553 47960 James Sardina MGR ANNUAL GIVING 40.0 0.0 X 0 174801 35277 Pamela Barnett MGR DONOR RELATIONS 40.0 0.0 X 0 195639 27133 Shawna Fallon PRINCIPAL GIFT OFFICER 40.0 0.0 X 0 196817 31546 0 6322301 231478 0 false true false 0 518 582221 10588 3172104 19841221 2668698 23606652 FUNDRAISING ACTIVITY REIMBURSEMENT 900099 6199054 6199054 0 0 0 0 6199054 2238631 2238631 32548 12658 19890 0 19890 19890 11723653 543 11088954 1225 634699 -682 634017 634017 293272 582221 271103 22169 22169 19375 5369 14006 14006 0 0 0 0 0 32734419 6199054 0 2928713 22286327 22286327 1758436 87922 703374 967140 2542144 127107 1016858 1398179 125824 6291 50329 69204 611785 30589 244714 336482 260766 13038 104306 143422 124655 6233 49862 68560 4207 4207 440 22 176 242 115294 115294 157763 7888 63105 86770 6024 301 2410 3313 159516 7976 63806 87734 155340 7767 62136 85437 21415 1071 8566 11778 17130 857 6852 9421 173821 8691 69529 95601 Dues, Food, & Other 372688 18634 149075 204979 0 0 0 0 28893575 22610714 2714599 3568262 956936 1206507 15488996 20524525 0 0 0 0 42362 45691 247292 75769 174577 171523 67094063 80653537 0 0 55293200 86287069 139050134 188888852 397013 594769 298373 353490 0 0 31791657 65108154 32487043 66056413 X 10135796 18038198 96427295 104794241 106563091 122832439 139050134 188888852 X 3840844 12737245 -308741 X false true X true true true X 18218519 14352938 36188395 11285313 23606652 103651817 0 0 18218519 14352938 36188395 11285313 23606652 103651817 28260537 75391280 1242601 1328352 1566852 1242910 2271179 7651894 0 0 0 0 0 22576 3156 11122 32718 36174 105746 111409457 27140369 0.6767 0.7021 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 22576.0, COLUMN B - 3156.0, COLUMN C - 11122.0, COLUMN D - 32718.0, COLUMN E - 36174.0, COLUMN F - 105746.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 440 440 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY SHF PAYS ANNUAL DUES TO THE ASSOCATION FOR HEALTHCARE PHILANTHROPY. A PORTION OF THESE DUES ARE USED FOR LOBBYING PURPOSES. 21119033 165086 3063603 0 3516066 20831656 20052877 18888 1944633 897365 21119033 22821211 1078363 -3645290 107909 93498 20052877 20467744 40497 2453087 125581 14536 22821211 19137047 250284 1287011 109612 96986 20467744 0.13 0.87 0.0 false false 168408 168408 78884 75769 3115 171523 DEFERRED PLANNED GIFTS PLANNED GIVING RESERVES (ANNUITIES, PIF) OTHER RECEIVABLES LOAN RECEIVABLE-SHC INVESTMENT FUND X OTHER INVESTMENTS LONG TERM INTERCOMPANY RECEIVABLE DEFERRED PLANNED GIFTS 46576727 PLANNED GIVING RESERVES (ANNUITIES, PIF) 11165857 OTHER RECEIVABLES 178485 BS-Chase NMTC Sharp Investment Fund, LLC 28366000 86287069 DEFERRED PLANNED GIFT LIABILITIES LINE OF CREDIT (SHC) LT PAYABLE TO CHF/GHF Intercompany Payable DEFERRED PLANNED GIFT LIABILITIES 7670475 LINE OF CREDIT (SHC) 17696317 LT PAYABLE TO CHF/GHF 9343794 Intercompany Payable 1993141 NMTC Sharp Investment Fund 28366000 OTHER (County of San Diego - Property Taxes) 38427 65108154 X 18245485 12737245 72213 -53956 12755502 5489983 114972 27129464 27244436 32734419 10343082 72213 0 0 276472 348685 9994397 114972 18784206 18899178 28893575 Schedule D, Part V, Line 4 Intended uses of endowment funds "SHARP HEALTHCARE FOUNDATION HAS 35 BOARD DESIGNATED AND PERMANENT ENDOWMENTS RESTRICTED FOR A VARIETY OF PURPOSES, SUCH AS REHABILITATION, EMERGENCY SERVICES, WOMEN'S RESEARCH, ONCOLOGY, NURSING EDUCATION, LABORATORY, HOSPITAL EQUIPMENT AND TECHNOLOGY, HOSPITAL LIBRARY, AND MORE. Sharp HealthCare Foundation holds 19 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, equipment and technology, library, and more. Sharp HealthCare Foundation holds 4 permanent endowments for Sharp Chula Vista Medical Center which are restricted for nursing education and the Birch Patrick skilled nursing facility. Sharp HealthCare Foundation holds 12 board designated and permanent endowments for Sharp HealthCare which are restricted for a variety of purposes, such as rehabilitation, nursing education and scholarships, clinical equipment and technology, and more." Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The principal operations of Sharp are exempt from taxation pursuant to Section 501(c)(3) of the Internal Revenue Code and related California provisions. Sharp recognizes tax benefits from any uncertain tax positions only if it is more likely than not the tax position will be sustained, based solely on its technical merits, with the taxing authority having full knowledge of all relevant information. Sharp records a liability for unrecognized tax benefits from uncertain tax positions as discrete tax adjustments in the first interim period that the more likely than not threshold is not met. Sharp recognizes deferred tax assets and liabilities for temporary differences between the financial reporting basis and the tax basis of its assets and liabilities along with net operating loss and tax credit carryovers only for tax positions that meet the more likely than not recognition criteria. At September 30, 2024 and 2023, no such assets or liabilities were recorded. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Direct expenses on Frundraising Events & Gaming - 276472 Uncollectible Pledges & return of Contributions - -308741 Pension costs - -21688 rounding - 1 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Temporarily Restricted Revenue - 26998161 Permanently Restricted Revenue - 144643 Loss on Sale of Assets & Rental Exepenses - -13340 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Direct expenses on Fundraising Events & Gaming - 276472 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Temporarily Restricted Expenses - 18775858 Loss on Sale of Assets & Rental Expenses - -13340 Pension costs - 21688 SMH GOLF 390233 238128 152105 40551 41667 48217 0 0 SCV GOLF 297835 214816 83019 28045 28022 25377 1 187425 129277 58148 10935 14171 34118 875493 582221 293272 79531 83860 107712 0 0 271103 22169 0 0 0 0 0 0 0 0 0 0 19375 0 5369 0 0 true 0.51 19375 0 5369 0 0 5369 14006 CA true false true false 0.0 1.0 Melissa Sullivan 8695 Spectrum Center Blvd San Diego CA 92123 false MELISSA SULLIVAN 685 RECORD KEEPING, REGULATORY REPORTING, OVERSEEING GAMING EVENT, ET. X true 17438 Schedule G, Part III, Line 17b California requires that 90 percent of the gross receipts generated by the sale of raffle tickets be used for charitable purposes. SHF used 100% of the gross receipts received from the sale of raffle tickets for charitable purposes. Schedule G, Part III, Line 17 Distributions required under state law STATE=CALIFORNIA,MANDATORY DISTRIBUTION AMOUNT=17438; true SHARP MEMORIAL HOSPITAL 8695 Spectrum Center Blvd San Diego CA 92123 953782169 501(c)(3) 14995102 99735 FMV Supplies PROGRAM SUPPORT SHARP HEALTHCARE 8695 Spectrum Center Blvd San Diego CA 92123 956077327 501(c)(3) 4291485 32603 FMV Supplies PROGRAM SUPPORT SHARP CHULA VISTA MEDICAL CENTER 8695 Spectrum Center Blvd San Diego CA 92123 952367304 501(c)(3) 2789011 250 FMV Supplies PROGRAM SUPPORT Grossmont Hospital Corporation 8695 Spectrum Center Blvd San Diego CA 92123 950449527 501(c)(3) 99313 PROGRAM SUPPORT 4 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE ORGANIZATION RAISES FUNDS ON BEHALF OF AND PROVIDES ASSISTANCE TO THE SHARP HEALTHCARE SYSTEM. THE FUNDS RAISED MAY BE RESTRICTED BY THE DONOR FOR A SPECIFIC PURPOSE OR MAY BE UNRESTRICTED. SHARP HEALTHCARE, SHARP MEMORIAL HOSPITAL AND SHARP CHULA VISTA MEDICAL CENTER SUBMIT REQUESTS BASED ON THE AVAILABILITY OF THESE SPECIFICALLY DESIGNATED FUNDS. FUNDS MAY ALSO BE DISPERSED TO GROSSMONT HOSPITAL CORPORATION AND SHARP CORONADO HOSPITAL AND HEALTHCARE CENTER TO AFFECT A SYSTEM-WIDE INITIATIVE. THE ORGANIZATION MAY ALSO UTILIZE UNRESTRICTED FUNDS TO PROVIDE ADDITIONAL SUPPORT. IN THESE INSTANCES, THE BOARD REVIEWS PROPOSALS AND REQUESTS FOR FUNDING AND DETERMINE WHICH PROJECTS TO FUND. ADDITIONALLY, THE MANAGEMENT TEAM EVALUATES REQUESTS FOR CONTRIBUTIONS FROM OUTSIDE ORGANIZATIONS TAKING INTO ACCOUNT HOW THEY ALIGN WITH THE ORGANIZATION'S MISSION. AFTER AMOUNTS ARE FUNDED THERE IS NO ADDITIONAL MONITORING THAT TAKES PLACE. X true true false true false false false false false false false Christopher D Howard PRESIDENT & CEO SHC 0 1819908 0 539018 0 90522 0 0 0 17675 0 2467123 0 0 William Littlejohn SVP, CEO FOUNDATIONS 0 1424291 0 138665 0 60400 0 0 0 22793 0 1646149 0 0 Diane Wintz MD DIRECTOR 0 603327 0 0 0 0 0 0 0 0 0 603327 0 0 Elizabeth Morgante CHIEF OPERATING OFFICER 0 323464 0 64353 0 4736 0 31263 0 16697 0 440513 0 0 Shawna Fallon PRINCIPAL GIFT OFFICER 0 171597 0 23501 0 1719 0 16570 0 14976 0 228363 0 0 Pamela Barnett MGR DONOR RELATIONS 0 170757 0 16778 0 8104 0 17587 0 9546 0 222772 0 0 James Sardina MGR ANNUAL GIVING 0 152296 0 15540 0 6965 0 13689 0 21588 0 210078 0 0 Benjamin Moraga VP ANNUAL GIVING/DONOR DVLPMNT 0 210873 0 47882 0 23278 0 13739 0 22479 0 318251 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees THE ORGANIZATION PAYS UNIVERSITY CLUB DUES FOR WILLIAM S. LITTLEJOHN, SVP/CEO FOUNDATIONS, FOR BUSINESS PURPOSES, AND THEREFORE, THE AMOUNT WAS NOT REPORTED AS TAXABLE COMPENSATION. 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 SUPPLEMENTALSURVIVOR 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, 2023, NO PARTICIPANTS RECEIVED DISTRIBUTIONS FROM THE PLAN. Schedule J, Part I, Line 3 SCH J, PART I, LINE 3 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. X 4 7245 Market value X 123423 Market value X 2 1225 Other - Selling Price X 9 1525525 Market value X 1 2500 Cost X GIFT CERTIFICATES 14 485 Market value X Annuity & Life Estate 1 1001989 Other - Present Value X Office Equipment 2 6306 Market value 0 false true true Schedule M, Part I PART I, COL B THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF DONATED GIFTS OR GIFT PACKAGES Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions VEHICLES ARE SOLD AT AUCTION. Form 990, Part III, Line 1 ORGANIZATION MISSION TO ENGAGE IN THE SOLICITATION, RECEIPT AND ADMINISTRATION OF PROPERTY, AND FROM TIME TO TIME TO DISBURSE SUCH PROPERTY AND THE INCOME THEREFROM TO, OR FOR THE BENEFIT OF, SHARP HEALTHCARE, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION WHICH IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ITS NONPROFIT SUBSIDIARIES WHICH ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, DISTRIBUTIONS FOR SHARP REES-STEALY CORPORATION SHALL BE LIMITED TO FUNDS DESIGNATED BY THE DONORS FOR THAT PURPOSE. SUCH DISBURSEMENTS SHALL BE USED BY THE FORGOING ENTITIES FOR THE FOLLOWING PURPOSES: (1) MAJOR CAPITAL EXPENDITURES; (2) MAJOR RENOVATION OF BUILDINGS; (3) MAJOR EQUIPMENT PURCHASES; (4) MEDICAL AND OTHER PROFESSIONAL HEALTH CARE EDUCATION; (5) COMMUNITY HEALTH EDUCATION; AND (6) MEDICAL RESEARCH. THE CORPORATION MAY ALSO SOLICIT, RECEIVE AND ADMINISTER FUNDS IN THE FORM OF DONOR-ADVISED FUNDS, SUBJECT TO THE FOLLOWING CONDITIONS: (1) THE BOARD OF DIRECTORS OF THE CORPORATION MAY CONSIDER THE RECOMMENDATIONS OF DONORS FOR DISTRIBUTIONS FROM SAID FUNDS BUT SHALL AT ALL TIMES HAVE AND RETAIN SOLE AUTHORITY OVER SUCH DISTRIBUTIONS; AND (2) DISTRIBUTIONS FROM ANY SUCH FUND MAY, IN THE SOLE DISCRETION OF THE CORPORATION'S BOARD OF DIRECTORS, BE MADE TO OR FOR THE BENEFIT OF ONE OR MORE ORGANIZATIONS OTHER THAN SHARP HEALTHCARE OR A NONPROFIT TAX-EXEMPT SUBSIDIARY OF SHARP HEALTHCRE , PROVIDED THAT ANY SUCH ORGANIZATION IS AN ORGANIZATION DESCRIBED IN SECTIONS 170(B)(1)(A), 170(C), 2055(A), AND 2522(A) OF THE INTERNAL REVENUE CODE OS 1986, AS AMENDED. Form 990, Part V, Line 2a PART V, LINE 2A SHARP HEALTHCARE FOUNDATION EMPLOYEES' SALARIES AND WAGES ARE PAID UNDER SHARP HEALTHCARE'S TAX ID NUMBER (EIN 95-6077327), AND AS SUCH ARE ALSO REPORTED ON SHARP HEALTHCARE'S FORM 990. Sharp Healthcare Foundation does not directly employ individuals but leases all of its personnel from Sharp HealthCare, a related organization that exercises control over the foundation. These leased employees operate under the direction and supervision of Sharp Healthcare Foundation and perform all essential functions necessary for the foundation's operations. Sharp HealthCare, as the common law employer, is responsible for all employment-related obligations, including the payment of wages, withholding and remittance of employment taxes, and the filing of all required federal employment tax returns (e.g., Form 941) under its own Employer Identification Number (EIN). Accordingly, Sharp Healthcare Foundation has reported the number of leased employees on Line 2a. However, it answered "No" to Line 2b because it does not file the employment tax returns directly. Form 990, Part VI, Line 6 Classes of members or stockholders SHARP HEALTHCARE (FEIN 95-6077327) IS THE SOLE MEMBER OF SHARP HEALTHCARE FOUNDATION. 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, PRIOR TO THE FILING DATE, WHERE IT IS VIEWABLE FOR COMMENT FROM ALL MEMBERS OF THE GOVERNING BODY. THE BOARD MEMBERS ARE NOTIFIED WHEN THE FORM 990 IS AVAILABLE ON THE INTRANET. THE REVIEW PROCESS INCLUDES MULTIPLE LEVELS OF REVIEW INCLUDING KEY CORPORATE AND ENTITY FINANCE DEPARTMENT PERSONNEL COMPRISED OF THE DIRECTOR OF TAX & ACCOUNTING, VICE PRESIDENT OF FINANCE, SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, AND ENTITY CHIEF EXECUTIVE 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 HEALTHCARE FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH HAS BEEN REVIEWED AND APPROVED BY THE SHARP HEALTHCARE FOUNDATION GOVERNING BOARD. SHARP HEALTHCARE FOUNDATION IS COMMITTED TO PREVENTING ANY PARTICIPANT OF THE CORPORATION FROM GAINING ANY PERSONAL BENEFIT FROM INFORMATION RECEIVED OR FROM ANY TRANSACTION OF SHARP. ONE COMPONENT OF THE WRITTEN CONFLICT OF INTEREST POLICY REQUIRES THAT BOARD MEMBERS, CORPORATE OFFICERS, SENIOR VICE PRESIDENTS AND CHIEF EXECUTIVE OFFICER(S) SUBMIT A CONFLICT OF INTEREST STATEMENT ANNUALLY TO LEGAL SERVICES/SENIOR VICE PRESIDENT OF LEGAL SERVICES WHO WILL REVIEW ALL STATEMENTS. IN ADDITION, ALL VICE PRESIDENTS AND ANY EMPLOYEES IN THE PURCHASING/SUPPLY CHAIN, AUDIT AND COMPLIANCE, AND CASE MANAGEMENT/DISCHARGE PLANNING DEPARTMENTS ARE REQUIRED TO COMPLETE AN ONLINE CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY THAT IS REVIEWED BY THE CONFLICT REVIEW COMMITTEE COMPRISED OF EMPLOYEES FROM SHARP'S LEGAL, COMPLIANCE, AND INTERNAL AUDIT DEPARTMENTS. IN CONNECTION WITH ANY TRANSACTION OR ARRANGEMENT, WHICH MAY CREATE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE PERSON SHALL DISCLOSE IN WRITING THE EXISTENCE AND NATURE OF HIS/HER FINANCIAL INTEREST AND ALL MATERIAL FACTS. BOARD MEMBERS, CORPORATE OFFICERS, SENIOR VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER(S) SHALL MAKE SUCH DISCLOSURES DIRECTLY TO THE CHAIRMAN OF THE BOARD, AND TO THE MEMBERS OF THE COMMITTEE WITH THE BOARD DESIGNATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. UPON DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, THE BOARD MEMBER, CORPORATE OFFICER, SENIOR VICE PRESIDENT OR THE CHIEF EXECUTIVE OFFICER(S) MAKING SUCH DISCLOSURES SHALL LEAVE THE BOARD OR THE COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IN CERTAIN INSTANCES, SUCH AS IF SOMEONE TAKES A BOARD SEAT ON A COMPETITOR'S BOARD OF DIRECTORS OR HAS A ROLE WITH AN ORGANIZATION WHEREBY THE INFORMATION THAT THEY MAY OBTAIN FROM SHARP WOULD PUT THEM IN A CONSISTENT CONFLICT WITH THEIR TWO ROLES, THE CONFLICT COULD CALL FOR THE INDIVIDUAL'S REMOVAL FROM THE BOARD. THE BYLAWS FOR THE ORGANIZATION PROVIDE FOR THE ABILITY TO REMOVE DIRECTORS IN ACCORDANCE WITH SECTION 5222 OF THE CALIFORNIA CORPORATIONS CODE. THIS CAN GENERALLY BE DONE ON A "FOR CAUSE A "NO CAUSE" BASIS BY THE ACTION OF THE MEMBER. Form 990, Part VI, Line 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 study was last conducted in November 2024. The Compensation department engages a third-party independent consultant to conduct a compensation study covering officers and key employees. The independent third party compares base salaries to similar positions with like institutions. The information is reviewed by the Compensation department and is presented to the President/Chief Executive Officer, the Chief Operating Officer and the appropriate Senior Vice President for review and approval. This study was last conducted in January 2025. 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 study was last conducted in November 2024. The Compensation department engages a third-party independent consultant to conduct a compensation study covering officers and key employees. The independent third party compares base salaries to similar positions with like institutions. The information is reviewed by the Compensation department and is presented to the President/Chief Executive Officer, the Chief Operating Officer and the appropriate Senior Vice President for review and approval. This study was last conducted in January 2025. 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 XI, Line 9 Other changes in net assets or fund balances PLEDGE WRITE OFF/RETURN OF CONTRIBUTION - -308741; FORM 5471 FORM 5471 HAS BEEN FILED ON BEHALF OF SHARP HEALTHCARE FOUNDATION BY SHARP HEALTHCARE (FEIN 95-6077327). FORM 990, PART III, LINE 4A COMMUNITY BENEFITS PLAN AND REPORT See full Sharp HealthCare Annual Community Benefit Plan and Report at: https://www.sharp.com/about/community/community-benefits/benefit-report.cfm Sharp HealthCare (Sharp) is an integrated, regional health care delivery system based in San Diego, California. The Sharp system includes four acute care hospitals; three specialty hospitals; three affiliated medical groups; 27 medical centers; five urgent care centers; three skilled nursing facilities; two inpatient rehabilitation centers; 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 HMO coverage through Sharp Health Plan (SHP). Serving a population of approximately 3.3 million in San Diego County (SDC), as of September 30, 2024, Sharp is licensed to operate 2,210 beds and has 2,839 Sharp-affiliated physicians and 20,283 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 the best place to work, the best place to practice medicine and the best place to receive care. Sharp will become the best health system in the universe. Sharp's core values are Integrity, Caring, Safety, Innovation and Excellence. 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) 2024 (Oct. 1, 2023, through Sept. 30, 2024). 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 2024 * 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 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 for high-risk pregnancies * Behavioral health and substance use education, screening and support for the community - including seniors and individuals experiencing homelessness * Provider education and protocol development to enhance community safety programming related to trauma-informed care, human trafficking and related topics FORM 990, PART III, LINE 4A COMMUNITY BENEFITS PLAN AND REPORT Economic Value of Community Benefit Provided in FY 2024 In FY 2024, Sharp provided a total of $622,598,584 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 2024 was as follows: Sharp Chula Vista Medical Center - $137,734,456 Sharp Coronado Hospital and Healthcare Center - $26,135,468 Sharp Grossmont Hospital - $176,955,168 Sharp Mary Birch Hospital for Women & Newborns - $13,768,020 Sharp Memorial Hospital - $231,447,432 Sharp Mesa Vista Hospital and Sharp McDonald Center - $36,420,863 Sharp Health Plan - $137,177 TOTAL FOR ALL ENTITIES - $622,598,584 Economic Value of Community Benefit Provided in FY 2024 by SB 697 Category and by Sharp entity was as follows: Sharp Chula Vista Medical Center: Medical Care Services - $136,045,388 Other Benefits for Vulnerable Populations - $417,808 Other Benefits for the Broader Community - $329,428 Health Research, Education and Training Programs - $941,832 TOTAL - $137,734,456 Sharp Coronado Hospital and Healthcare Center: Medical Care Services - $25,721,159 Other Benefits for Vulnerable Populations - $161,455 Other Benefits for the Broader Community - $120,185 Health Research, Education and Training Programs - $132,669 TOTAL - $26,135,468 Sharp Grossmont Hospital: Medical Care Services - $174,018,249 Other Benefits for Vulnerable Populations - $1,369,756 Other Benefits for the Broader Community - $765,634 Health Research, Education and Training Programs - $765,634 TOTAL - $176,955,168 Sharp Mary Birch Hospital for Women & Newborns: Medical Care Services - $13,271,365 Other Benefits for Vulnerable Populations - $62,478 Other Benefits for the Broader Community - $272,660 Health Research, Education and Training Programs - $161,517 TOTAL - $13,768,020 Sharp Memorial Hospital: Medical Care Services - $228,957,629 Other Benefits for Vulnerable Populations - $820,766 Other Benefits for the Broader Community - $549,273 Health Research, Education and Training Programs - $1,119,764 TOTAL - $231,447,432 Sharp Mesa Vista Hospital and Sharp McDonald Center: Medical Care Services - $34,840,108 Other Benefits for Vulnerable Populations - $1,102,645 Other Benefits for the Broader Community - $142,020 Health Research, Education and Training Programs - $336,090 TOTAL - $36,420,863 Sharp Health Plan: Other Benefits for Vulnerable Populations - $41,863 Other Benefits for the Broader Community - $90,064 Health Research, Education and Training Programs - $5,250 TOTAL - $137,177 The following are examples of community benefit programs and services provided by Sharp hospitals and entities in FY 2024. * 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. * Other Benefits for Vulnerable Populations included van transportation for patients to and from medical appointments; education as well as flu vaccinations for seniors; telephone reassurance and safety check program for isolated or homebound seniors and community members with disabilities; financial and other support to community clinics to assist in providing and improving access to health services; Project HELP (Project Hospital Emergency Liaison Program), which provides funding for medication and transportation to assist lower-income patients; contribution of time to the Jacobs & Cushman San Diego Food Bank, Feeding San Diego and Mama's Kitchen; the Sharp Humanitarian Service Program; and support services for patients experiencing homelessness and other health equity barriers. * Other Benefits for the Broader Community included health education and information provided on-site, virtually and in partnership with community-based organizations; participation in community health fairs and events addressing the unique needs of the community; health screenings; and support groups. Sharp also collaborated with local schools to promote interest in health care careers. Sharp executive leadership and staff also actively participated in numerous community organizations, committees and coalitions to improve the health of the community. See Appendix A for a listing of Sharp's involvement in community organizations. In addition, the category included costs associated with planning and operating community benefit programs, such as CHNA development and administration. * Health Research, Education and Training Programs included education and training programs for medical, nursing and other health care students and professionals, as well as supervision and support for students and interns. Time was also devoted to generalizable health-related research projects that were made available to the broader health care community. 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