2026-08-14T19:06:25+00:00 2025-09-30 346565596 ERNST & YOUNG US LLP 18101 VON KARMAN AVENUE IRVINE CA 92612 990 2024-10-01 953492461 SHARP HEALTHCARE FOUNDATION SHAR 8584995150 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 WILLIAM S LITTLEJOHN SR VP CEO FOUNDATION 2026-08-15 false KARA ADAMS P00023315 9497942300 2026-08-15 2024 2025-03-06 01:10:19Z WILLIAM S LITTLEJOHN 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 46066149 false X https://www.sharp.com/give/sharp-healthcare-foundation X 1979 CA PROVIDE SUPPORT AND ASSISTANCE TO SHARP HEALTHCARE. 35 27 31 150 0 23606652 19932396 6199054 6776653 2872648 4679619 56065 61622 32734419 31450290 22286327 25767315 0 5298955 5563765 0 3647780 1308293 1623632 28893575 32954712 3840844 -1504422 188888852 200041236 66056413 74286371 122832439 125754865 SEE SCHEDULE O false false 26118063 25767315 6776653 PROVIDED SUPPORT AND ASSISTANCE TO SHARP HEALTHCARE. SEE SCHEDULE O FOR COMMUNITY BENEFITS REPORT. 26118063 true true false true false false false false false true true false false true true true false true false false false false false false true true false true false true false false false false false false false false false false true true false false false true true true true false true X 2 0 true 31 false false false false false false true true false false false false false false X 35 27 false false false false true true true true true false false false true true true true true true true true false 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 2732110 18507 ELIZABETH GILDRED VICE CHAIR AS OF 10/2024 5.0 0 X X 0 0 0 LISA ARNOLD CHAIR 2.0 2.0 X X 0 0 0 LYNN CONGEMI TREASURER 4.0 0 X X 0 0 0 MICHAEL LABELLE SECRETARY 5.0 0 X X 0 0 0 WILLIAM LITTLEJOHN SVP, CEO FOUNDATIONS 25.0 13.0 X X 0 869508 24055 AARON MALARDINO DIRECTOR 1.0 0 X 0 0 0 AASIF PAREKH DIRECTOR 2.0 0.0 X 0 97495 13874 BRAD BENTER DIRECTOR AS OF 10/2024 2.0 0 X 0 0 0 CHARLES ATHILL MD DIRECTOR 1.0 5.0 X 0 46994 0 CHARLES REDFERN MD DIRECTOR 2.0 8.0 X 0 55300 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 1067300 0 EMILY COLE MD DIRECTOR 1.0 2.0 X 0 72500 0 HOLLY HEATON DIRECTOR 2.0 0 X 0 0 0 JEFFERY GROSS DIRECTOR 1.0 1.0 X 0 0 0 JOANNE SELLNER DIRECTOR 2.0 0 X 0 0 0 JOE BELLEZZO MD DIRECTOR 4.0 0.0 X 0 58450 0 JOEL TUBAO DIRECTOR 1.0 0 X 0 0 0 JOHN JAHAN MD DIRECTOR 1.0 2.0 X 0 110000 0 JUDY WEISMAN DIRECTOR THRU 09/2025 2.0 2.0 X 0 0 0 KATE HERRING DIRECTOR THRU 05/2025 2.0 0 X 0 0 0 KRISTY GREGG DIRECTOR 1.0 1.0 X 0 0 0 MAGGIE WATKINS DIRECTOR 1.0 2.0 X 0 0 0 MATTHEW DANILOWICZ DIRECTOR AS OF 10/2024 2.0 0 X 0 0 0 MATTHEW SCHULTZEL DO DIRECTOR AS OF 10/2024 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 0 0 NARESH SONI DIRECTOR 1.0 0 X 0 0 0 PAULETTE ROBERTS DIRECTOR THRU 07/2025 2.0 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 ROBERT PATEL MD DIRECTOR 2.0 0.0 X 0 4500 0 SARA BENNETT DIRECTOR 1.0 3.0 X 0 0 0 SHAHED SAMADI MD DIRECTOR 1.0 0 X 0 0 0 ELIZABETH MORGANTE CHIEF OPERATING OFFICER 40.0 0.0 X 0 425316 51290 JAMES SARDINA MGR ANNUAL GIVING 40.0 0.0 X 0 185108 38236 MELISSA BLAKE DIR FINANCE & ADMIN SVCS 40.0 0.0 X 0 167779 27604 PAMELA BARNETT MGR DONOR RELATIONS 40.0 0.0 X 0 198873 28022 SHAWNA FALLON PRINCIPAL GIFT OFFICER 40.0 0.0 X 0 228448 34181 0 6319681 235769 0 false true false 0 738770 24470 2727760 16441396 6837691 19932396 FUNDRAISING ACTIVITIES AND EDUCATION 900099 6776653 6776653 0 0 0 0 6776653 2775069 2775069 34368 13378 20990 0 20990 20990 15902019 0 13997469 0 1904550 0 1904550 1904550 621319 738770 595240 26079 26079 24325 9772 14553 14553 0 0 0 0 0 31450290 6776653 0 4741241 25767315 25767315 1042978 52149 448481 542348 3471752 173588 1492853 1805311 105546 5277 45385 54884 683092 34155 293730 355207 260397 13020 111970 135407 118028 5901 50752 61375 7018 7018 440 22 189 229 165419 165419 316275 15814 135998 164463 57689 2884 24806 29999 221745 11087 95350 115308 85565 4278 36793 44494 13198 660 5675 6863 4604 230 1980 2394 185451 9273 79744 96434 DUES, FOOD, & OTHER 448200 22410 192726 233064 0 0 0 0 32954712 26118063 3188869 3647780 1206507 1062434 20524525 18238810 0 0 0 0 45691 25722 242599 72635 171523 169964 80653537 86272209 0 0 86287069 94272097 188888852 200041236 594769 421745 353490 3807261 0 0 65108154 70057365 66056413 74286371 X 18038198 25846302 104794241 99908563 122832439 125754865 188888852 200041236 X -1504422 4867780 -440932 X false true true true true X 14328930 36179477 11285313 23606652 19932396 105332768 0 0 14328930 36179477 11285313 23606652 19932396 105332768 23715902 81616866 1328352 1566852 1242910 2271179 2809437 9218730 0 0 0 0 0 0 3156 11122 32718 36174 40632 123802 114675300 29258198 0.71172 0.67670 X SCHEDULE A, PART II, LINE 10 OTHER INCOME DESCRIPTION - OTHER INCOME, COLUMN A - 3156.0, COLUMN B - 11122.0, COLUMN C - 32718.0, COLUMN D - 36174.0, COLUMN E - 40632.0, COLUMN F - 123802.0; 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. 20831656 -229640 2012232 0 413230 22201018 21119033 165086 3063603 0 3516066 20831656 20052877 18888 1944633 897365 21119033 22821211 1078363 -3645290 107909 93498 20052877 20467744 40497 2453087 125581 14536 22821211 0.14 0.86 0.0 false false 168408 168408 74191 72635 1556 169964 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 PLANNED GIVING RESERVES (ANNUITIES, PIF) OTHER RECEIVABLES BS-CHASE NMTC SHARP INVESTMENT FUND, LLC DEFERRED PLANNED GIFTS 48957738 PLANNED GIVING RESERVES (ANNUITIES, PIF) 14544038 OTHER RECEIVABLES 2404321 BS-CHASE NMTC SHARP INVESTMENT FUND, LLC 28366000 94272097 FEDERAL INCOME TAXES DEFERRED PLANNED GIFT LIABILITIES LINE OF CREDIT (SHC) LT PAYABLE TO CHF/GHF INTERCOMPANY PAYABLE DEFERRED PLANNED GIFT LIABILITIES LINE OF CREDIT (SHC) LT PAYABLE TO CHF/GHF INTERCOMPANY PAYABLE NMTC SHARP INVESTMENT FUND OTHER (COUNTY OF SAN DIEGO - PROPERTY TAXES) DEFERRED PLANNED GIFT LIABILITIES 8968794 LINE OF CREDIT (SHC) 21466631 LT PAYABLE TO CHF/GHF 11203651 INTERCOMPANY PAYABLE 3362 NMTC SHARP INVESTMENT FUND 28366000 OTHER (COUNTY OF SAN DIEGO - PROPERTY TAXES) 38427 OTHER (REDWATCH - AUCTION LIABILITY) 10500 70057365 X 20070234 4867780 91439 185960 5145179 14925055 165003 16360232 16525235 31450290 12262130 91439 605011 696450 11565680 165004 21224028 21389032 32954712 SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS "SHARP HEALTHCARE FOUNDATION HAS 36 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 5 BOARD DESIGNATED AND 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, 2025 AND 2024, NO SUCH ASSETS OR LIABILITIES WERE RECORDED. SCHEDULE D, PART XI, LINE 2(D) OTHER REVENUES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 DIRECT EXPENSES ON FUNDRAISING EVENTS & GAMIN - 605012 UNCOLLECTIBLE PLEDGES & RETURN OF CONTRIBUTIONS - -440934 PENSION COSTS - 21882 SCHEDULE D, PART XI, LINE 4(B) OTHER REVENUES IN FORM 990 NOT IN AUDITED FINANCIAL STATEMENTS TEMPORARILY RESTRICTED REVENUE - 16516752 PERMANENTLY RESTRICTED REVENUE - -143142 LOSS ON SALE OF ASSETS & RENTAL EXPENSES - -13378 SCHEDULE D, PART XII, LINE 2(D) OTHER EXPENSES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 DIRECT EXPENSES ON FUNDRAISING EVENTS & GAMING - 605011 SCHEDULE D, PART XII, LINE 4(B) OTHER EXPENSES IN FORM 990 NOT IN AUDITED FINANCIAL STATEMENTS TEMPORARILY RESTRICTED EXPENSES - 21259288 LOSS ON SALE OF ASSETS - -13378 PENSION COSTS - -21882 SMH GOLF 400133 258159 141974 0 49283 46151 29474 0 0 SCV GOLF 390491 283018 107473 0 40241 35433 31179 0 0 1 569465 197593 371872 0 22146 113163 213550 14620 0 1360089 738770 621319 0 111670 194747 274203 14620 0 595240 26079 0 0 24325 0 9772 0 0 true 0.34 24325 0 9772 0 0 9772 14553 CA true false true false 0.0 1.0 MELISSA BLAKE 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 false MELISSA BLAKE 725 RECORD KEEPING, REGULATORY REPORTING, OVERSEEING GAMING EVENT, ET. X true 21892 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=21892; true SHARP MEMORIAL HOSPITAL 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 953782169 501(C)(3) 15055635 10837 FMV SUPPLIES PROGRAM SUPPORT SHARP HEALTHCARE 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 956077327 501(C)(3) 5291311 565 FMV SUPPLIES PROGRAM SUPPORT SHARP CHULA VISTA MEDICAL CENTER 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 952367304 501(C)(3) 5290361 PROGRAM SUPPORT GROSSMONT HOSPITAL CORPORATION 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 950449527 501(C)(3) 40313 PROGRAM SUPPORT SHARP CORONADO HOSPITAL & HEALTHCARE CENTER 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 950651579 501(C)(3) 78789 PROGRAM SUPPORT 5 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 1956231 0 670781 0 105098 0 0 0 18507 0 2750617 0 0 WILLIAM LITTLEJOHN SVP, CEO FOUNDATIONS 0 633480 0 159204 0 76824 0 0 0 24055 0 893563 0 0 DIANE WINTZ MD DIRECTOR 0 1067300 0 0 0 0 0 0 0 0 0 1067300 0 0 ELIZABETH MORGANTE CHIEF OPERATING OFFICER 0 337678 0 82636 0 5002 0 33725 0 17565 0 476606 0 0 SHAWNA FALLON PRINCIPAL GIFT OFFICER 0 196213 0 30649 0 1586 0 18535 0 15646 0 262629 0 0 PAMELA BARNETT MGR DONOR RELATIONS 0 175216 0 22177 0 1480 0 18938 0 9084 0 226895 0 0 JAMES SARDINA MGR ANNUAL GIVING 0 156837 0 20542 0 7729 0 15512 0 22724 0 223344 0 0 MELISSA BLAKE DIR FINANCE & ADMIN SVCS 0 138182 0 23905 0 5692 0 4949 0 22655 0 195383 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, 2024, 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. 10 21490 MARKET VALUE X 19031 MARKET VALUE 12 1681147 MARKET VALUE 2 1800 COST X GIFT CERTIFICATES 17 18455 MARKET VALUE X ANNUITY & LIFE ESTATE 3 4489931 OTHER - PRESENT VALUE X OFFICE EQUIPMENT 1 2600 MARKET VALUE X CHARITABLE REMAINDER TRUST 1 603237 OTHER - PRESENT VALUE 4 false true false SCHEDULE M, PART I PART1, COLB THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF DONATED GIFTS OR GIFT PACKAGES 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. THE REVIEW AND THE STUDY WERE LAST PERFORMED IN NOVEMBER 2025 AND THE RESULTS WERE PRESENTED TO THE COMPENSATION COMMITTEE IN JANUARY 2026. 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. THE REVIEW AND THE STUDY WERE LAST PERFORMED IN NOVEMBER 2025 AND THE RESULTS WERE PRESENTED TO THE COMPENSATION COMMITTEE IN JANUARY 2026. 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 - -440934; ROUNDING - 2; TOTAL - -440932; 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 THE FULL SHARP HEALTHCARE ANNUAL COMMUNITY BENEFIT PLAN AND REPORT AT: HTTPS://WWW.SHARP.COM/ABOUT/COMMUNITY/COMMUNITY-BENEFITS/BENEFIT-REPORT.CFM OVERVIEW OF SHARP HEALTHCARE SHARP HEALTHCARE (SHARP) IS AN INTEGRATED, REGIONAL HEALTH CARE DELIVERY SYSTEM BASED IN SAN DIEGO, CALIFORNIA. THE SHARP SYSTEM INCLUDES FOUR ACUTE CARE HOSPITALS, FIVE SPECIALTY HOSPITALS, THREE AFFILIATED MEDICAL GROUPS, TWENTY-SEVEN MEDICAL CLINICS, SIX URGENT CARE CENTERS, THREE SKILLED NURSING FACILITIES, TWO INPATIENT REHABILITATION CENTERS, A HOSPICE PROGRAM, HOME INFUSION SERVICES, NUMEROUS OUTPATIENT FACILITIES AND PROGRAMS, AND THREE CHARITABLE FOUNDATIONS. SHARP ALSO OFFERS INDIVIDUAL AND GROUP HMO COVERAGE THROUGH SHARP HEALTH PLAN. SERVING A POPULATION OF APPROXIMATELY 3.3 MILLION IN SAN DIEGO COUNTY (SDC), AS OF SEPTEMBER 30, 2025, SHARP IS LICENSED TO OPERATE 2,230 BEDS AND HAS APPROXIMATELY 2,800 SHARP-AFFILIATED PHYSICIANS AND MORE THAN 20,000 EMPLOYEES. MISSION IT IS SHARP HEALTHCARE'S MISSION TO IMPROVE THE HEALTH OF THOSE WE SERVE WITH A COMMITMENT TO EXCELLENCE IN ALL THAT WE DO. SHARP'S GOAL IS TO OFFER QUALITY CARE AND SERVICES THAT SET COMMUNITY STANDARDS, EXCEED PATIENTS' EXPECTATIONS AND ARE PROVIDED IN A CARING, CONVENIENT, COST-EFFECTIVE AND ACCESSIBLE MANNER. VISION SHARP HEALTHCARE'S VISION IS TO TRANSFORM THE HEALTH CARE EXPERIENCE AND BE THE BEST PLACE TO WORK, THE BEST PLACE TO PRACTICE MEDICINE AND THE BEST PLACE TO RECEIVE CARE. SHARP IS DEDICATED TO BECOMING THE BEST HEALTH SYSTEM IN THE UNIVERSE. CORE VALUES INTEGRITY, CARING, SAFETY, INNOVATION AND EXCELLENCE. SUMMARY THIS SUMMARY PROVIDES AN OVERVIEW OF COMMUNITY BENEFIT PLANNING AT SHARP HEALTHCARE (SHARP), A LISTING OF COMMUNITY NEEDS ADDRESSED IN THIS COMMUNITY BENEFIT PLAN AND REPORT AND A SUMMARY OF COMMUNITY BENEFIT PROGRAMS AND SERVICES PROVIDED BY SHARP IN FISCAL YEAR (FY) 2025 (OCT. 1, 2024, THROUGH SEPT. 30, 2025). IN ADDITION, THE SUMMARY REPORTS THE ECONOMIC VALUE OF COMMUNITY BENEFIT PROVIDED BY SHARP, ACCORDING TO THE FRAMEWORK SPECIFICALLY IDENTIFIED IN SENATE BILL 697 (SB 697), FOR THE FOLLOWING ENTITIES: SHARP CHULA VISTA MEDICAL CENTER (EIN 95-2367304) SHARP CORONADO HOSPITAL AND HEALTHCARE CENTER (EIN 95-0651579) SHARP GROSSMONT HOSPITAL (EIN 33-0449527) SHARP MARY BIRCH HOSPITAL FOR WOMEN & NEWBORNS (EIN 95-3782169) SHARP MEMORIAL HOSPITAL (EIN 95-3782169) SHARP MESA VISTA HOSPITAL AND SHARP MCDONALD CENTER (EIN 95-3782169) SHARP HEALTH PLAN (EIN 33-0519730) COMMUNITY BENEFIT PLANNING AT SHARP HEALTHCARE SHARP HEALTHCARE BASES ITS COMMUNITY BENEFIT PLANNING ON ITS TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS), COMBINED WITH EXPERTISE IN PROGRAMS AND SERVICES OF EACH SHARP HOSPITAL AND COLLABORATION WITH COMMUNITY PARTNERS. COMMUNITY NEEDS ADDRESSED IN THE SHARP HEALTHCARE COMMUNITY BENEFIT PLAN AND REPORT FOR FY 2025 INCLUDE: * ACCESS TO CARE AND FINANCIAL SUPPORT FOR UNINSURED AND UNDERINSURED COMMUNITY MEMBERS AND INDIVIDUALS WITHOUT A MEDICAL PROVIDER * PROGRAMS AND SERVICES THAT PROVIDE COMMUNITY AND SOCIAL SUPPORT TO ADDRESS HEALTH EQUITY CHALLENGES AND CHRONIC STRESS * EDUCATION, SCREENING AND SUPPORT PROGRAMS FOR CHRONIC HEALTH CONDITIONS, INCLUDING HEART AND VASCULAR DISEASE, STROKE, CANCER, DIABETES AND OBESITY * BEHAVIORAL HEALTH AND SUBSTANCE USE EDUCATION, SCREENING AND SUPPORT FOR ATRISK POPULATIONS * WOMEN'S AND PRENATAL/POSTNATAL HEALTH SERVICES, SUPPORT AND EDUCATION * AGING CARE AND SUPPORT PROGRAMS, INCLUDING EDUCATION AND SCREENING FOR OLDER ADULTS AND CAREGIVERS * SAFETY AND SUPPORT PROGRAMS FOR PEOPLE WITH DISABILITIES * ENDOFLIFE AND ADVANCE CARE PLANNING SERVICES * SUPPORT FOR COMMUNITY NONPROFIT HEALTH AND SOCIAL SERVICE ORGANIZATIONS * EDUCATION AND TRAINING FOR COMMUNITY HEALTH CARE PROFESSIONALS * STUDENT AND INTERN SUPERVISION, EDUCATION AND SUPPORT * COLLABORATION WITH LOCAL SCHOOLS TO PROMOTE INTEREST IN AND PATHWAYS TO HEALTH CARE CAREERS * PARTICIPATION IN CLINICAL TRIALS AND HEALTH RESEARCH FORM 990, PART III, LINE 4A COMMUNITY BENEFITS PLAN AND REPORT ECONOMIC VALUE OF COMMUNITY BENEFIT PROVIDED IN FY 2025 IN FY 2025, SHARP PROVIDED A TOTAL OF $751,654,612 IN COMMUNITY BENEFIT PROGRAMS AND UNREIMBURSED SERVICES. THESE FINANCIAL FIGURES REPRESENT UNREIMBURSED COMMUNITY BENEFIT COSTS AFTER THE IMPACT OF THE MEDI-CAL HOSPITAL FEE PROGRAM. ECONOMIC VALUE OF COMMUNITY BENEFIT PROVIDED IN FY 2025 BY SB 697 CATEGORY AND BY SHARP ENTITY WAS AS FOLLOWS: SHARP CHULA VISTA MEDICAL CENTER: MEDICAL CARE SERVICES - $146,019,667 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $355,640 OTHER BENEFITS FOR THE BROADER COMMUNITY - $226,508 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $696,317 TOTAL - $147,298,132 SHARP CORONADO HOSPITAL AND HEALTHCARE CENTER: MEDICAL CARE SERVICES - $30,622,120 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $146,120 OTHER BENEFITS FOR THE BROADER COMMUNITY - $261,541 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $69,401 TOTAL - $31,099,182 SHARP GROSSMONT HOSPITAL: MEDICAL CARE SERVICES - $228,058,739 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $1,449,818 OTHER BENEFITS FOR THE BROADER COMMUNITY - $647,551 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $846,982 TOTAL - $231,003,090 SHARP MARY BIRCH HOSPITAL FOR WOMEN & NEWBORNS: MEDICAL CARE SERVICES - $22,718,293 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $45,755 OTHER BENEFITS FOR THE BROADER COMMUNITY - $486,399 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $132,678 TOTAL - $23,383,125 SHARP MEMORIAL HOSPITAL: MEDICAL CARE SERVICES - $288,513,237 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $824,871 OTHER BENEFITS FOR THE BROADER COMMUNITY - $717,096 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $1,234,438 TOTAL - $291,289,642 SHARP MESA VISTA HOSPITAL AND SHARP MCDONALD CENTER: MEDICAL CARE SERVICES - $26,189,296 OTHER BENEFITS FOR VULNERABLE POPULATIONS - $1,104,630 OTHER BENEFITS FOR THE BROADER COMMUNITY - $66,036 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $147,208 TOTAL - $27,507,170 SHARP HEALTH PLAN: OTHER BENEFITS FOR VULNERABLE POPULATIONS - $28,716 OTHER BENEFITS FOR THE BROADER COMMUNITY - $41,805 HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS - $3,750 TOTAL - $74,271 PROGRAM EXAMPLES MEDICAL CARE SERVICES INCLUDED UNCOMPENSATED CARE FOR PATIENTS WHO ARE UNABLE TO PAY FOR SERVICES AND THE UNREIMBURSED COSTS OF PUBLIC PROGRAMS, SUCH AS MEDI-CAL, MEDICARE, COUNTY MEDICAL SERVICES, CIVILIAN HEALTH AND MEDICAL PROGRAM OF THE DEPARTMENT OF VETERANS AFFAIRS (CHAMPVA) AND TRICARE. OTHER BENEFITS FOR VULNERABLE POPULATIONS INCLUDED VAN TRANSPORTATION FOR PATIENTS TO AND FROM MEDICAL APPOINTMENTS; EDUCATION AND FLU VACCINATIONS FOR OLDER ADULTS; TELEPHONE REASSURANCE AND SAFETY-CHECK PROGRAM FOR ISOLATED OR HOMEBOUND OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES; FINANCIAL AND OTHER SUPPORT TO COMMUNITY CLINICS TO PROVIDE AND IMPROVE ACCESS TO HEALTH SERVICES; PROJECT HELP; CONTRIBUTION OF TIME TO COMMUNITY-BASED ORGANIZATIONS, SUCH AS LOCAL FOOD BANKS; THE SHARP HUMANITARIAN SERVICE PROGRAM; AND SUPPORT SERVICES FOR PATIENTS EXPERIENCING HOMELESSNESS AND OTHER BARRIERS TO ACCESSING CARE. OTHER BENEFITS FOR THE BROADER COMMUNITY INCLUDED HEALTH EDUCATION AND INFORMATION PROVIDED ON-SITE, VIRTUALLY AND IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS; PARTICIPATION IN COMMUNITY HEALTH FAIRS AND EVENTS ADDRESSING UNIQUE COMMUNITY NEEDS; HEALTH SCREENINGS; AND SUPPORT GROUPS. SHARP ALSO COLLABORATED WITH LOCAL SCHOOLS TO PROMOTE INTEREST IN HEALTH CARE CAREERS. SHARP EXECUTIVE LEADERSHIP AND STAFF ALSO PARTICIPATED IN NUMEROUS COMMUNITY ORGANIZATIONS, COMMITTEES AND COALITIONS TO IMPROVE COMMUNITY HEALTH. IN ADDITION, THE CATEGORY INCLUDED COSTS ASSOCIATED WITH PLANNING AND OPERATING COMMUNITY BENEFIT PROGRAMS, SUCH AS CHNA DEVELOPMENT AND ADMINISTRATION. HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS INCLUDED EDUCATION AND TRAINING FOR MEDICAL, NURSING AND OTHER HEALTH CARE STUDENTS AND PROFESSIONALS, AS WELL AS SUPERVISION AND SUPPORT FOR STUDENTS AND INTERNS. TIME WAS ALSO DEVOTED TO GENERALIZABLE, HEALTH-RELATED RESEARCH PROJECTS THAT WERE MADE AVAILABLE TO THE BROADER HEALTH CARE COMMUNITY. SHARP HEALTHCARE 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 956077327 HEALTHCARE ORGANIZATION CA 501(C)(3) 3 NA false SHARP MEMORIAL HOSPITAL (SMH) 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 953782169 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 CORONADO HOSPITAL AND HEALTHCARE CENTER (SCHHC) 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 950651579 HOSPITAL CA 501(C)(3) 3 SHARP HEALTHCARE true SHARP HEALTH PLAN 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 330519730 HEALTH PLAN CA 501(C)(4) SHARP HEALTHCARE true GROSSMONT HOSPITAL FOUNDATION 8695 SPECTRUM CENTER BLVD SAN DIEGO CA 921231489 330124488 HOSPITAL FOUNDATION CA 501(C)(3) 7 GROSSMONT HOSPITAL CORPORATION true SHARP FREESTANDING SURGERY LLC 874136918 FREESTANDING AMBULATORY SURGERY CA NA N/A CONTINUOUS QUALITY INSURANCE SPC 23 LIME TREE BAY AVENUE PO BOX 136 GRAND CAYMAN CJ CAPTIVE INSURANCE COMPANY CJ NA C CORPORATION false CHARITABLE REMAINDER TRUST (16) PROGRAM SUPPORT CA NA TRUST false false true true false false false false false false false false true false true true true false true false SHARP MEMORIAL HOSPITAL B 15210956 ACCRUAL BASIS SHARP CHULA VISTA MEDICAL CENTER B 5832832 ACCRUAL BASIS SHARP CORONADO HOSPITAL AND HEALTHCARE CENTER B 78789 ACCRUAL BASIS