SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
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,CA94597
94-2650855
FUNDRAISING CA 501(C)(3) 7 JM HEALTH
 
Yes
 
(2)JOHN MUIR PHYSICIAN NETWORK
1400 TREAT BOULEVARD

WALNUT CREEK,CA94597
68-0360801
HEALTHCARE CA 501(C)(3) 12A, III JM HEALTH
 
Yes
 
(3)JOHN MUIR BEHAVIORAL HEALTH
1400 TREAT BOULEVARD

WALNUT CREEK,CA94597
68-0249685
HEALTHCARE CA 501(C)(3) 3 JM HEALTH
 
Yes
 
(4)JOHN MUIRMT DIABLO COMMUNITY HEALTH
5003 COMMERCIAL CIRCLE SUITE 275

CONCORD,CA94520
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) 2021
Schedule R (Form 990) 2021
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,CA94597
68-0202020
DIAG IMAGING CA JM HEALTH
 
RELATED 2,347,268 5,846,606   No   Yes   90.000 %
(2) BAY AREA SURGICAL VENTURES

30 S WACKER DRIVE
CHICAGO,IL60606
20-3052802
MED SERVICES CA JM HEALTH
 
RELATED 1,314,634 803,299   No     No 53.500 %
(3) WALNUT CREEK CANCER CENTER

1400 TREAT BOULEVARD
WALNUT CREEK,CA94597
94-1461843
MED SERVICES CA JM HEALTH
 
RELATED -5,987,186 11,381,130   No     No 60.000 %








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,CA94597
90-0060434
INACTIVE CA JM HEALTH
 
C     100.000 % Yes  












Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
Yes
 
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
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
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 9,098,549 RENTS PAID
(2) JOHN MUIR BEHAVIORAL HEALTH

B 6,807,010 EXPENSES PAID
(3) JOHN MUIR FOUNDATION

B 3,952,102 SHARED SERVICES
(4) JOHN MUIR PHYSICIAN NETWORK

B 123,500,170 EXPENSES PAID
(5) JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND

B 1,334,193 AGREEMENT TERMS
(6) JOHN MUIR BEHAVIORAL HEALTH

C 6,076,986 SHARED SERVICES
(7) JOHN MUIR FOUNDATION

C 9,990,802 EXPENSES PAID
(8) JOHN MUIR PHYSICIAN NETWORK

C 7,158,478 SHARED SERVICES
(9) BAY AREA SURGICAL VENTURES

J 1,639,596 AGREEMENT TERMS
(10) JOHN MUIR BEHAVIORAL HEALTH

J 1,090,260 SHARED SERVICES
(11) JOHN MUIR FOUNDATION

J 192,430 AGREEMENT TERMS
(12) JOHN MUIR PHYSICIAN NETWORK

J 1,927,771 EXPENSES PAID
(13) JOHN MUIR MAGNETIC IMAGING

J 441,529 AGREEMENT TERMS
(14) BAY AREA SURGICAL VENTURES

L 187,924 AGREEMENT TERMS
(15) JOHN MUIR MAGNETIC IMAGING

L 226,734 AGREEMENT TERMS
(16) JOHN MUIR PHYSICIAN NETWORK

L 1,787,643 SHARED SERVICES
(17) JOHN MUIR MAGNETIC IMAGING

M 153,856 AGREEMENT TERMS
(18) JOHN MUIR PHYSICIAN NETWORK

M 4,052,437 EXPENSES PAID
(19) JOHN MUIR BEHAVIORAL HEALTH

P 346,548 EXPENSES PAID
(20) JOHN MUIR PHYSICIAN NETWORK

P 39,547,950 EXPENSES PAID
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
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) 2021

Additional Data


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