Instrumentl eFile Render
Object ID: 202103169349312825 - Rendered 2024-05-08
TIN: 94-1461843
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
JOHN MUIR HEALTH
Employer identification number
94-1461843
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
JOHN MUIR HEALTH FOUNDATION
1400 TREAT BOULEVARD
WALNUT CREEK
,
CA
94597
94-2650855
FUNDRAISING
CA
501(C)(3)
7
JM HEALTH
Yes
(2)
JOHN MUIR PHYSICIAN NETWORK
1400 TREAT BOULEVARD
WALNUT CREEK
,
CA
94597
68-0360801
HEALTHCARE
CA
501(C)(3)
12A, III
JM HEALTH
Yes
(3)
JOHN MUIR BEHAVIORAL HEALTH
1400 TREAT BOULEVARD
WALNUT CREEK
,
CA
94597
68-0249685
HEALTHCARE
CA
501(C)(3)
3
JM HEALTH
Yes
(4)
JOHN MUIRMT DIABLO COMMUNITY HEALTH
5003 COMMERCIAL CIRCLE SUITE 275
CONCORD
,
CA
94520
91-1788973
GRANTMAKING
CA
501(C)(3)
12C, III-FI
JM HEALTH
Yes
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
(1)
JOHN MUIR MAGNETIC IMAGING
1400 TREAT BOULEVARD
WALNUT CREEK
,
CA
94597
68-0202020
DIAG IMAGING
CA
JM HEALTH
554,859
4,242,364
No
Yes
90.000 %
(2)
BAY AREA SURGICAL VENTURES
30 S WACKER DRIVE
CHICAGO
,
IL
60606
20-3052802
MED SERVICES
CA
JM HEALTH
657,213
368,547
No
No
53.500 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
JOHN MUIRMT DIABLO PARENT COMPANY
1400 TREAT BOULEVARD
WALNUT CREEK
,
CA
94597
90-0060434
INACTIVE
CA
JM HEALTH
C
100.000 %
Yes
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
Yes
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
Yes
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
Yes
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
Yes
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
No
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
JOHN MUIR PHYSICIAN NETWORK
A
4,008,756
RENTS PAID
(2)
JOHN MUIR BEHAVIORAL HEALTH
B
12,515,632
EXPENSES PAID
(3)
JOHN MUIR FOUNDATION
B
3,973,170
SHARED SERVICES
(4)
JOHN MUIR PHYSICIAN NETWORK
B
59,347,669
EXPENSES PAID
(5)
JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND
B
1,309,533
AGREEMENT TERMS
(6)
JOHN MUIR BEHAVIORAL HEALTH
C
7,702,546
SHARED SERVICES
(7)
JOHN MUIR FOUNDATION
C
8,866,923
EXPENSES PAID
(8)
JOHN MUIR PHYSICIAN NETWORK
C
13,034,998
SHARED SERVICES
(9)
BAY AREA SURGICAL VENTURES
J
1,771,825
AGREEMENT TERMS
(10)
JOHN MUIR BEHAVIORAL HEALTH
J
1,090,260
SHARED SERVICES
(11)
JOHN MUIR FOUNDATION
J
190,859
AGREEMENT TERMS
(12)
JOHN MUIR PHYSICIAN NETWORK
J
1,892,340
EXPENSES PAID
(13)
JOHN MUIR PHYSICIAN NETWORK
J
131,611
EXPENSES PAID
(14)
JOHN MUIR MAGNETIC IMAGING
J
430,868
AGREEMENT TERMS
(15)
BAY AREA SURGICAL VENTURES
L
128,021
AGREEMENT TERMS
(16)
JOHN MUIR PHYSICIAN NETWORK
L
8,204,237
EXPENSES PAID
(17)
JOHN MUIR MAGNETIC IMAGING
L
409,439
AGREEMENT TERMS
(18)
JOHN MUIR MAGNETIC IMAGING
M
127,432
AGREEMENT TERMS
(19)
JOHN MUIR BEHAVIORAL HEALTH
P
275,516
EXPENSES PAID
(20)
JOHN MUIR PHYSICIAN NETWORK
P
86,028,875
EXPENSES PAID
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R (Form 990) 2020
Additional Data
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