Civic Intelligence

Scripps Health

EIN 95-1684089 • 501(c)3 • San Diego, CA

Profile

Founded in 1924 by philanthropist Ellen Browning Scripps, Scripps Health is a $4.9 billion, private not-for-profit integrated health system in San Diego, Ca. (see Sch O)

4555 Executive DrSan Diego, CA 92121

www.scripps.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

55th percentile

0.34x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.63x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Net Margin

53rd percentile

7.1%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Top Officer Pay

86th percentile

$4,342,003

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

$1B+ nonprofits • Source year 2024

Asset Growth

90th percentile

22%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

18%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Assets

Up

$9,124,382,316

Up $1,627,587,208 (+22%) from 2023

Liabilities

Up

$3,089,779,778

Up $698,330,588 (+29%) from 2023

Net Assets

Up

$6,034,602,538

Up $929,256,620 (+18%) from 2023

Revenue

Up

$4,869,465,543

Up $729,256,209 (+18%) from 2023

Expenses

Up

$4,525,909,214

Up $435,843,694 (+11%) from 2023

Net Income

Up

$343,556,329

Up $293,412,515 (+585%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10B$5.0B$0Assets 2010: $2,593,861,709Liabilities 2010: $1,028,635,427Net Assets 2010: $1,565,226,2822010Assets 2011: $2,852,085,000Liabilities 2011: $1,067,338,141Net Assets 2011: $1,784,746,8592011Assets 2012: $3,614,580,000Liabilities 2012: $1,379,398,511Net Assets 2012: $2,235,181,4892012Assets 2013: $3,992,344,001Liabilities 2013: $1,355,940,277Net Assets 2013: $2,636,403,7242013Assets 2014: $4,253,258,000Liabilities 2014: $1,298,760,499Net Assets 2014: $2,954,497,5012014Assets 2015: $4,463,807,760Liabilities 2015: $1,381,809,214Net Assets 2015: $3,081,998,5462015Assets 2016: $4,938,384,870Liabilities 2016: $1,564,728,331Net Assets 2016: $3,373,656,5392016Assets 2017: $5,265,457,446Liabilities 2017: $1,518,445,750Net Assets 2017: $3,747,011,6962017Assets 2018: $5,528,192,508Liabilities 2018: $1,527,867,365Net Assets 2018: $4,000,325,1432018Assets 2019: $5,667,715,696Liabilities 2019: $1,417,443,240Net Assets 2019: $4,250,272,4562019Assets 2020: $6,720,360,494Liabilities 2020: $2,098,076,504Net Assets 2020: $4,622,283,9902020Assets 2021: $7,649,635,938Liabilities 2021: $2,365,563,136Net Assets 2021: $5,284,072,8022021Assets 2022: $7,165,226,432Liabilities 2022: $2,403,384,505Net Assets 2022: $4,761,841,9272022Assets 2023: $7,496,795,108Liabilities 2023: $2,391,449,190Net Assets 2023: $5,105,345,9182023Assets 2024: $9,124,382,316Liabilities 2024: $3,089,779,778Net Assets 2024: $6,034,602,5382024

Highlighted filing

2024

Assets$9,124,382,316
Liabilities$3,089,779,778
Net Assets$6,034,602,538

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0B$4.0B$2.0B$0Expenses 2010: $2,076,994,5502010Expenses 2011: $2,158,297,0382011Expenses 2012: $2,261,842,8902012Expenses 2013: $2,343,053,9262013Revenue 2014: $2,669,971,847Expenses 2014: $2,302,907,700Net Income 2014: $367,064,1472014Revenue 2015: $2,943,587,980Expenses 2015: $2,572,294,142Net Income 2015: $371,293,8382015Revenue 2016: $2,760,691,880Expenses 2016: $2,595,273,435Net Income 2016: $165,418,4452016Revenue 2017: $2,824,672,333Expenses 2017: $2,684,907,956Net Income 2017: $139,764,3772017Revenue 2018: $3,193,531,252Expenses 2018: $2,982,784,659Net Income 2018: $210,746,5932018Revenue 2019: $3,345,481,577Expenses 2019: $3,070,728,900Net Income 2019: $274,752,6772019Revenue 2020: $3,487,106,523Expenses 2020: $3,243,387,752Net Income 2020: $243,718,7712020Revenue 2021: $3,760,946,800Expenses 2021: $3,515,792,854Net Income 2021: $245,153,9462021Revenue 2022: $4,062,352,256Expenses 2022: $3,831,193,282Net Income 2022: $231,158,9742022Revenue 2023: $4,140,209,334Expenses 2023: $4,090,065,520Net Income 2023: $50,143,8142023Revenue 2024: $4,869,465,543Expenses 2024: $4,525,909,214Net Income 2024: $343,556,3292024

Highlighted filing

2024

Revenue$4,869,465,543
Expenses$4,525,909,214
Net Income$343,556,329

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9,124$3,090$6,035$4,869$4,526$344
2023Summary only. Only limited summary data is available for this year.$7,497$2,391$5,105$4,140$4,090$50.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7,165$2,403$4,762$4,062$3,831$231
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7,650$2,366$5,284$3,761$3,516$245
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,720$2,098$4,622$3,487$3,243$244
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,668$1,417$4,250$3,345$3,071$275
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,528$1,528$4,000$3,194$2,983$211
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5,265$1,518$3,747$2,825$2,685$140
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,938$1,565$3,374$2,761$2,595$165
2015Detailed filing. Detailed filing data is available for this year.$4,464$1,382$3,082$2,944$2,572$371
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,253$1,299$2,954$2,670$2,303$367
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,992$1,356$2,636$2,343
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,615$1,379$2,235$2,262
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,852$1,067$1,785$2,158
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,594$1,029$1,565$2,077
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 8, 2025
Return Version
2023v6.0
Gross Receipts
$5,679,171,352
Mission and Program Overview

Mission

Founded in 1924 by philanthropist ellen browning scripps, scripps health is a $3.4 billion, private not-for-profit integrated health system in san diego, california. (continued in schedule o).

Founded in 1924 by philanthropist Ellen Browning Scripps, Scripps Health is a $4.9 billion, private not-for-profit integrated health system in San Diego, Ca. (see Sch O)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,558,568,903$3,349,918,598▲ $791,349,695
Land, Buildings, and Equipment, Net$2,613,087,085$2,760,750,938▲ $147,663,853
Investments Other Securities$720,177,000$854,913,000▲ $134,736,000
Accounts Receivable$626,510,398$680,894,472▲ $54,384,074
Savings and Temporary Cash Investments$328,877,965$664,366,806▲ $335,488,841
Investments Program Related$74,349,869$75,271,371▲ $921,502
Inventories for Sale or Use$76,645,463$72,129,893▼ $4,515,570
Prepaid Expenses and Deferred Charges$53,130,912$50,374,375▼ $2,756,537
Intangible Assets$45,109,895$45,109,895→ $0
Receivables From Officers Etc$22,987,129$23,751,894▲ $764,765
Pledges and Grants Receivable$7,714,518$6,731,561▼ $982,957
Receivable From Disqualified Prsn$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$7,496,795,108$9,124,382,316▲ $1,627,587,208
Other Assets Total$369,635,971$540,169,513▲ $170,533,542
Liabilities
Tax Exempt Bond Liabilities$711,154,000$1,416,000,000▲ $704,846,000
Other Liabilities$900,243,563$936,342,027▲ $36,098,464
Accounts Payable and Accrued Expenses$592,625,617$730,059,359▲ $137,433,742
Mortgage Notes Payable Secured by Investment Property$187,426,010$7,378,392▼ $180,047,618
Total Liabilities$2,391,449,190$3,089,779,778▲ $698,330,588
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,851,868,923$5,778,276,035▲ $926,407,112
Net Assets With Donor Restrictions$253,476,995$256,326,503▲ $2,849,508
Total Net Assets Fund Balance$5,105,345,918$6,034,602,538▲ $929,256,620
Total Liabilities and Net Assets / Fund Balance$7,496,795,108$9,124,382,316▲ $1,627,587,208

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,090,860,021$807,082,914$1,897,942,935
Equipment$501,106,156$854,001,615$1,355,107,771
Other Land Buildings$931,752,069$1,893,079$933,645,148
Land$211,073,149-$163,614,505
Leasehold Improvements$25,959,543$55,025,616$80,985,159
Other Assets Org$133,523,184--
Other Securities$48,000,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$126,146,630$47,685▲ $25,766,761$4,515,635$146,116,426
2022$117,874,000$208,670▲ $13,935,117$4,548,650$126,146,630
2021$140,886,000$1,207,385▼ $19,713,562$3,181,443$117,874,000
2020$129,880,000$540,474▲ $15,126,128$2,574,215$140,886,000
2019$121,490,000$-141,903▲ $12,705,109$2,148,726$129,880,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher Van GorderPresident / CEOFT$2,010,581$2,331,422$4,342,003
Carl EtterChief Executive, Sr VPFT$1,330,331$450,925$1,781,256
Ghazala SharieffCorp EVP Chief Med & Ops Officer AcuteFT$1,187,577$474,939$1,662,516
Lisa RisserThakurCorp Sr. VP, Ancillary Ops (part year)FT$583,320$1,033,992$1,617,312
Thomas BuchholzCorp Sr. VP, MD AndersonFT$1,089,773$419,906$1,509,679
Richard NealeCorp Exec VP, Chief Growth OfficerFT$867,915$460,510$1,328,425
Brett TandeTreasurer / Exec VP, CFOFT$1,062,752$264,555$1,327,307
Anil KeswaniCorp EVP Chief Med & Ops Officer AMBFT$901,654$420,213$1,321,867
June KomarCorp Exec VP, Strategy & AdminFT$740,199$551,128$1,291,327
Bradley EllisCorp Sr. VP Chief Legal OfficerFT$952,148$318,139$1,270,287
Barbara PriceCorp Sr VP, Bus&Serv Line DevFT$824,550$417,356$1,241,906
Thomas GammiereChief Executive, Sr VPFT$776,120$392,913$1,169,033
Eric ColeCorp Sr. VP, Human ResourcesFT$736,706$346,013$1,082,719
Shane ThielmanCorp SVP CIDOFT$684,559$334,932$1,019,491
John EngleCorp Sr. VP, Chief DevelopmentFT$628,291$349,924$978,215
John PooleCorp VP, System ImprovementFT$611,822$220,221$832,043
Tracy ChuCorp VP, POP Hlth CHF EXEC/ACOFT$605,231$219,141$824,372
Gerald SoderstromCorp SVP Audit/ComplianceFT$523,521$254,717$778,238
Craig M UejoCorp VP, Chief Quality OfficerFT$527,723$223,413$751,136
Sherman T MooreCorp VP, Business DevelopmentFT$515,529$212,928$728,457
Richard RothbergerFormer Officer-$430,289$430,289$430,289
Shawn ForresterFormer Key Employee-$178,048$164,163$342,211
Monique GonzalezExecutive Assistant to the CEOFT$112,636$23,795$136,431
Mielle SchwartzExecutive Assistant SRFT$85,205$40,822$126,027

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Scripps Clinic Medical Group IncPhysician Services10666 N Torrey Pines Rd, La Jolla, CA 92037$485,629,411
Scripps Coastal Medical GroupPhysician Services501 Washington Ave, San Diego, CA 92103$91,559,847
Scripps Health Inpatient Providers Med GroupPhysician Services4555 Executive Dr, San Diego, CA 92121$52,880,729
MedImpact Healthcare SystemsPharmaceutical Services10181 Scripps Gateway Ct, San Diego, CA 92131$52,218,312
DPC ConstructionConstruction Services1450 Veterans Blvd, Redwood City, CA 94063$31,162,813
Revenue and Support

Revenue Composition

Contributions and Grants
$43,068,436
Program Service Revenue
$4,574,697,762
Investment Income
$123,981,850
Other Revenue
$127,717,495
All Other Contributions
$31,512,976
Change in Net Assets
$343,556,329

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded102$1,334,862Market value
Total Noncash Contributions102$1,334,862-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,513,892,493
Salaries, Compensation, and Employee Benefits$2,010,509,221
Total Fundraising Expense$8,756,658
Grants and Similar Amounts Paid$1,507,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,444,664,381$226,004,838$5,349,229$1,676,018,448
Fees for Services Other$875,923,870$59,197,784$430,267$935,551,921
Depreciation Depletion$156,551,591$19,215,254-$175,766,845
Other Employee Benefits$132,414,459-$473,533$132,887,992
Payroll Taxes$103,994,242$16,575,324$299,279$120,868,845
Occupancy$95,808,115$16,744,792$79,191$112,632,098
Office Expenses$75,868,140$12,785,944$838,677$89,492,761
Information Technology$35,835,540$33,086,876-$68,922,416
Pension Plan Contributions$50,423,221$8,992,605$180,678$59,596,504
Interest$35,231,253$5,225,773-$40,457,026
Current Officers, Directors, Trustees, and Key Employees-$20,921,162-$20,921,162
Insurance$16,229,518$19,465-$16,248,983
Fees for Services Legal$4,742,426$6,999,283$4,633$11,746,342
Other Expenses$9,657,748$30,949,139$1,066,136$10,723,884
Fees for Service Investment Mgmnt Fees-$6,008,502-$6,008,502
Advertising-$1,950,614$626$1,951,240
Grants to Domestic Orgs$1,507,500--$1,507,500
Fees for Services Accounting-$1,289,052$15,193$1,304,245
Fees for Services Lobbying-$502,081-$502,081
Comp Disqual Persons-$216,270-$216,270
Total Functional Expenses$4,050,467,798$466,684,758$8,756,658$4,525,909,214
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Health Found and Trust (CHFT)Sacramento, CA501(c)(3)CA Hospital Fee Program$927,000
Family Health Center of San Diego Internal Medicine Outpatient Teaching ClSan Diego, CA501(c)(3)Program Support$309,000
ConsR Cent for Health Edu and Advocacy (CCHEA)San Diego, CA501(c)(3)Program Support$120,000
Enlisted Leadership Foundation - The FoundrySan Diego, CA501(c)(3)Program Support$35,000
San Ysidro Health CenterSan Diego, CA501(c)(3)Program Support$25,000
The San Diego LGBT Community CenterSan Diego, CA501(c)(3)Program Support$10,000
Family Health Centers of San Diego - Spirit of the BarrioSan Diego, CA501(c)(3)Program Support$7,500
City of HopeDuarte, CA501(c)(3)Program Support-
Father Joe's Villages (Scripps Blanket and Sock Drive)San Diego, CA501(c)(3)Program Support-
Ministry of Jerusalem (Emergency Meals and Water)Minneapolis, MI501(c)(3)Program Support-

International Summary

Offices
0
Employees
27
Spending
$585,973,098

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestmentsMed Care & Training00$529,323,662
Europe (Including Iceland and Greenland)Investments-00$56,270,218
North America (Canada & Mexico only)Program ServicesReconstructive surgery023$365,978
East Asia and the PacificProgram Services-04$13,240
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,302,887
Fundraising Direct Expenses$1,154,185
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Candlelight Ball$595,704$407,123$269,743$137,380
Mercy Ball$506,245$351,637$24,905$326,732
Total Events$1,740,256$1,302,887$1,154,185$148,702
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Substantial ContributorMedical ServicesNo$514,376,954
-Substantial ContributorConstructionNo$46,146,546
-Substantial ContributorMedical ServicesNo$21,882,619
-Substantial ContributorMedical ServicesNo$11,940,161
-Substantial ContributorConstructionNo$9,922,561
-Substantial ContributorMedical ServicesNo$8,152,997
-Substantial ContributorMedical ServicesNo$5,233,886
-Substantial ContributorProperty TaxesNo$3,409,995
-Substantial ContributorMedical ServicesNo$2,500,000
-Substantial ContributorCompensationNo$590,287
-Substantial ContributorCompensationNo$580,840
-Substantial ContributorCompensationNo$536,900
-Substantial ContributorConstructionNo$496,805
-Substantial ContributorMedical ServicesNo$480,500
-Substantial ContributorCompensationNo$411,596
-Substantial ContributorCompensationNo$404,306
-Substantial ContributorConstructionNo$385,157
-Substantial ContributorMedical ServicesNo$368,000
-Substantial ContributorConstructionNo$315,577
-Substantial ContributorCompensationNo$276,887
-Substantial ContributorMedical ServicesNo$204,263
-Substantial ContributorCompensationNo$152,961
-Substantial ContributorCompensationNo$131,301
-Substantial ContributorCompensationNo$130,670
-Substantial ContributorCompensationNo$115,517
-Substantial ContributorMedical ServicesNo$103,040
-See Part VSee Part VNo$101,370
-See Part VSee Part VNo$81,928
-EMPLOYEE / KEY EMPLOYEE'S DAUGHTERSee Part VNo$32,971

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$22,987,129$23,751,894▲ $764,765
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Taxable Debt$549,508,380
Lease Liabilities$203,202,524
Self-insured Malpractice Liability$58,629,000
Provider Fee Liability$53,415,145
SELF-INSURED WORKER'S COMPENSATION$34,640,228
Asset Retirement Obligation$20,214,613
Annuity and Unitrusts$13,338,934
Deferred Retirement$3,023,951
Deposits and Contingencies$369,252

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Health Facilities Financing Authority2024-02-07$918,959,458SEE PART VI
BCalifornia Health Facilities Financing Authority2024-02-07$191,600,000SEE PART VI
CCalifornia Health Facilities Financing Authority2017-01-31$160,000,000SEE PART VI
BCalifornia Health Facilities Financing Authority2016-02-29$150,000,000SEE PART VI
DCalifornia Health Facilities Financing Authority2019-11-15$99,360,000SEE PART VI
ACalifornia Statewide Communities Development Authority2007-03-02$49,995,000SEE PART VI

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$918,959,458$360,556,381$0$0
B$191,600,000$0$0$0
C$160,000,000$160,000,000$13,305,000$0
B$150,000,000$0$124,970,000$0
D$99,360,000$99,360,000$4,185,000$0
A$49,995,000$0$500,000$146,070

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
Yes
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 16A JOINT VENTURES

Scripps health has maintained a long standing practice of reviewing all potential joint venture or similar arrangements to ensure that contract terms are consistent with the protection of its tax-exempt status.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form 990 was prepared by an outside accounting firm with the support of the corporate finance team with input from human resources, foundation, and legal office. The form 990 was reviewed by the president, legal counsel, chief financial officer, audit & compliance committee, human resources and compensation committee prior to filing. In addition, a full copy of the 990 was provided to the board of trustees via email in advance of filing form 990 with the irs.

Form 990, Part VI, Line 12C Conflict of interest policy

Within 60 days of hire and annually thereafter all supervisors and above; all employees in the supply chain management department, audit & compliance services department, and case management department or function; and any other employee who is in a position to refer patients that are federally funded healthcare beneficiaries to other providers and services; and others as determined by the conflicts and business practices review committee will be required to complete and sign the conflict of interest commitment disclosure form. It is the responsibility of any employee who has a change in outside professional activities, significant financial interests, or potential or actual conflict of interest, or commitment situations that arise during the year to disclose the information to their supervisors as soon as the employee becomes aware of the potential or actual situation creating a possible conflict of interest or conflict commitment. Supervisors will assess the situation and refer to their business unit management and/or the conflicts and business practices review committee, as appropriate. In addition, each person entrusted with a position of responsibility in the governance and management is required to complete and submit disclosure statements as follows: 1. Initial conflict of interest and 990 tax return disclosure statement (initial disclosures) 2. Annual conflict of interest and 990 tax return disclosure statement 3. Subsequent occurrences reporting upon the occurrence of any new potential conflict of interest. Actual or potential conflict disclosures regarding employees are reviewed by the conflicts and business practices review committee. Disclosures requiring mitigation are discussed with the business unit chief executive and employee's supervisor. Legal counsel reviews each board of trustees meeting agenda prior to the meeting and potential conflicts of interests are identified, considered and an appropriate course of action is determined by the member and legal counsel with the involvement of the president and board chair, where appropriate. Course of action may include the conflicted board member recusing themselves, abstaining from voting and/or reading a statement into the board minutes regarding such conflict. As it relates to board of trustees, when a determination is that an actual conflict of interest exists and a covered individual is an "interested person" under california law, the transaction being considered will comply with applicable statutory requirements to avoid participation in the decision making process by the covered individual. The minutes of board meetings shall document all recusals from discussion and voting.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

Offices & positions for which process was used, & year process was begun pursuant to procedures required by tax equity and fiscal responsibility act of 1983 (tefra), scripps health's procedures are as follows: the board of trustees reviews executive compensation for president/ceo on an annual basis utilizing comparability data obtained by an external consultant. It is the philosophy of the scripps board of trustees to compensate the corporation's executives fairly relative to the median compensation of peer organizations of similar size and complexity, considering and making appropriate adjustments for the cost of living in california and other relevant factors. To accomplish this, the board has adopted a philosophy of targeting executive salaries at approximately the 65th percentile of a national peer group of organizations +8.0% geographic differential as determined through an independent outside consultant engaged by the board and will rely on their recommendations using a database of independently collected data. The philosophy states: for purposes of executive compensation comparisons, scripps will use a national peer group of medical delivery systems of similar revenue size and complexity. The peer group will be reviewed and approved by the human resources and compensation committee. Salaries are targeted at approximately the 65th percentile +8.0% geographic differential of the peer group and will reflect the performance of the individual. Total cash compensation is positioned at approximately the 75th percentile +8.0% geographic differential of the peer group when maximum level incentives are paid for achievement of maximum level of predetermined objectives agreed upon by the board. The board selects the 65th percentile +8.0% geographic differential for base compensation of peer group adjusted for cost of living of urban west coast market at the 50th percentile (i.e. The 50th percentile of california market is the 65th percentile +8.0% geographic differential of national peer market as our executive recruitment market is national). Annually, total cash compensation for each position will not exceed the base salary established for the period plus the maximum incentive percentage payout allowable as determined by the scripps management incentive plan approved by the board of trustees for the respective position. The report from the external consultant engaged to review executive compensation is presented to the human resources and compensation committee on an annual basis and the most recent report was reviewed on december 06, 2023, january 24, 2024, and march 24, 2024. Review and discussion of such report is documented in the minutes.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

Offices & positions for which process was used, & year process was begun pursuant to procedures required by tax equity and fiscal responsibility act of 1983 (tefra), scripps health's procedures are as follows: the board of trustees reviews executive compensation for officers and all key employees on an annual basis utilizing comparability data obtained by an external consultant. It is the philosophy of the scripps board of trustees to compensate the corporation's executives fairly relative to the median compensation of peer organizations of similar size and complexity, considering and making appropriate adjustments for the cost of living in california and other relevant factors. To accomplish this, the board has adopted a philosophy of targeting executive salaries at approximately the 65th percentile of a national peer group of organizations +8.0% geographic differential as determined through an independent outside consultant engaged by the board and will rely on their recommendations using a database of independently collected data. The philosophy states: for purposes of executive compensation comparisons, scripps will use a national peer group of medical delivery systems of similar revenue size and complexity. The peer group will be reviewed and approved by the human resources and compensation committee. Salaries are targeted at approximately the 65th percentile +8.0% geographic differential of the peer group and will reflect the performance of the individual. Total cash compensation is positioned at approximately the 75th percentile +8.0% geographic differential of the peer group when maximum level incentives are paid for achievement of maximum level of predetermined objectives agreed upon by the board. The board selects the 65th percentile +8.0% geographic differential for base compensation of peer group adjusted for cost of living of urban west coast market at the 50th percentile (i.e. The 50th percentile of california market is the 65th percentile +8.0% geographic differential of national peer market as our executive recruitment market is national). Annually, total cash compensation for each position will not exceed the base salary established for the period plus the maximum incentive percentage payout allowable as determined by the scripps management incentive plan approved by the board of trustees for the respective position. The report from the external consultant engaged to review executive compensation is presented to the human resources and compensation committee on an annual basis and the most recent report was reviewed on december 06, 2023, january 24, 2024, and march 24, 2024. Review and discussion of such report is documented in the minutes.

Form 990, Part VI, Line 19 Required documents available to the public

Financial statements are posted quarterly on the dac (digital assurance certification) website and the municipal securities rulemaking board's (msrb) electronic municipal market access (emma) website in satisfaction of continuing disclosure requirements relating to the organization's tax-exempt debt issuances. The audited financial statements are also attached to this form 990, in accordance with the irs instructions. Scripps health's conflict of interest policy is available upon request.

Form 990, Part VIII, Line 2F Other Program Service Revenue

OTHER REVENUE - Total Revenue: 17668016, Related or Exempt Function Revenue: 17015924, Unrelated Business Revenue: 652092, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;

Filing and Contact Details

Filer

Filer Name
Scripps Health
EIN
95-1684089
Phone
8585545712
Address
4555 EXECUTIVE DR, SAN DIEGO, CA 92121

Signing Officer

Name
Christopher Van Gorder
Title
President & CEO/trustee
Signed
2025-08-08
Discuss with paid preparer
No

Organization Details

Formed
1924
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
16
Employees
20,408
Volunteers
1,522

Preparer

Firm
Ernst & Young US Llp
Address
101 E WASHINGTON ST, PHOENIX, AZ 85004
Preparer
Steven T Rutti
Phone
6023223000
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1 FORM 990, PART III, LINE 1 (CONTINUED)

Founded in 1924 by philanthropist ellen browning scripps, scripps health is a $4.3 billion, private not-for-profit integrated health system in san diego, california. Scripps treats over half a million patients annually through the dedication of 3,000 affiliated physicians and 17,500 employees among its five acute-care hospital campuses, home health care, and an ambulatory care network of clinics, physicians' offices and outpatient centers throughout the san diego region. Recognized as a leader in the prevention, diagnosis and treatment of disease, scripps is also at the forefront of clinical research, genomic medicine, wireless health and graduate medical education. With three highly respected graduate medical education programs, scripps is a long standing member of the association of american medical colleges. More information can be found at www.scripps.org. Today, the health system extends from chula vista to oceanside, with 26 primary and specialty care outpatient centers. A leader in the prevention, diagnosis and treatment of disease, scripps was named by truven in 2013 as one of the top 15 large health systems in the nation for providing high-quality, safe and efficient patient care. On the forefront of genomic medicine and wireless health technology, the organization is dedicated to improving community health while advancing medicine through clinical research and graduate medical education. Scripps has also earned a national reputation as a premier employer, named by fortune magazine as one of america's "100 best companies to work for" every year since 2008. Scripps health's mission statement is as follows: scripps strives to provide superior health services in a caring environment and to make a positive measurable difference in the health of individuals in the communities we serve. We devote our resources to delivering quality, safe, cost-effective, and socially responsible health care services. We advance clinical research, health education, education of physicians and health care professionals, and sponsor graduate medical education. We collaborate with others to deliver the continuum of care that improves the health of our community.

Form 990, Part III, Line 4A PROGRAM SERVICE ACCOMPLISHMENTS

See Scripps Health Annual Community Benefit Plan and Report at Scripps Community Benefits - San Diego - Scripps Health. Founded in 1924 by philanthropist Ellen Browning Scripps, Scripps Health is a $4.9 billion private, tax exempt integrated health system based in San Diego, California. Scripps treats more than 600,000 patients annually through the dedication of more than 3,000 affiliated physicians and more than 17,500 employees. Scripps cares for people throughout the San Diego region with four acute care hospitals on five campuses, 32 outpatient clinics, and 12 Scripps HealthExpress sites. Scripps also offers payer products and population health services through Scripps Accountable Care Organization, Scripps Health Plan, and customized narrow network plans in collaboration with third-party payers. Scripps Health is a leading provider of medical care, improving community health and advancing medicine in San Diego County. Scripps is a recognized leader in the prevention, diagnosis and treatment of disease, and is at the forefront of clinical research and the only health system in the region with two level 1 trauma centers. With three highly respected graduate medical education programs, Scripps is a longstanding member of the Association of American Medical Colleges. Our hospitals are consistently ranked among the nation's best by U.S. News & World Report and numerous other organizations. Scripps is frequently recognized by Fortune magazine, Working Mother magazine, and the Advisory Board as one of the best places in the nation to work. Importantly, Scripps culture is one of caring. The spirit and culture established by two pioneering founders, Ellen Browning Scripps and Mother Mary Michael Cummings, still define who we are today. More information can be found at www.scripps.org. Excellence in Primary and Specialty Care The system is known for its expertise in various areas, including cancer care, cardiovascular disease prevention and treatment, orthopedics, women's health, and neurocognitive care. Generations of San Diegans have relied on Scripps for excellence in health care, starting with primary care doctors who act as the patient's personal health advocate including a focus on preventive care and wellness. For patients' convenience, Scripps physicians offer several options for ongoing care, including extended office hours, telemedicine options, three urgent care centers and HealthExpress walk-in clinics throughout the county for same-day treatment of minor illnesses and injuries. With some of the most advanced technology available today for the diagnosis and treatment of acute and chronic illnesses, Scripps offers patients a complete range of medical and surgical services including many that have been nationally recognized for clinical quality and patient outcomes. Organizational Foundation Scripps provides a comprehensive range of inpatient and ambulatory services through our system of hospitals and clinics. In addition, Scripps participates in many partnerships with government and not-for-profit agencies across our region to improve our community's health. And our partnerships do not stop at our local borders. Our collaborations extend beyond our local community to include state, national, and global efforts in disaster preparedness and relief, emergency medical services, healthcare advocacy, physician education, and direct patient care. In all that we do, we are committed to quality patient outcomes, service excellence, operating efficiency, caring for those in need today while planning for the healthcare needs of future generations. Scripps Health Community Served Hospitals and health systems define the community served as individuals residing within the service area, encompassing all residents in a specified geographic vicinity surrounding the hospital, without exclusion based on income or underserved status. Given the diverse range of hospitals in the region, the service area is designated as the entire County of S

Form 990, Part III, Line 4A PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED)

Scripps Health 2025 Community Benefit Plan and Report The Scripps Community Benefit Plan and Report was developed in response to Senate Bill 697. Passed in 1994, the bill requires California's not-for-profit hospitals to annually describe and document the full range of community benefits they provide. The report incorporates not only documentation of community benefits, but also a more detailed explanation of the specific community benefit activities provided by our five acute-care hospital campuses, wellness centers and ambulatory care clinics. Scripps Health strives to improve community health through collaboration with a wide range of partners and like-minded organizations. Working with other health systems, community groups, government agencies, businesses and community clinics, Scripps is better able to build upon efforts to achieve broad community health goals and partner with a wide variety of organizations on community health improvement programs. The documented activities in this report reflect our commitments to improving the health of both our patients and the diverse communities of San Diego. As a longstanding member of these communities and as a not-for-profit community resource, our goal and responsibility are to assist all who seek care, particularly those who are vulnerable and lack support. This responsibility is an intrinsic part of our mission. Through our continued actions and community partnerships, we strive to enhance the quality of life across the entire community. Community Benefit Services are programs and services designed to improve health in communities. IRS Form 990, Schedule H instructions define community benefit as activities or programs that respond to community health needs and seek to achieve one or more of the following objectives: improving access to health services, enabling low-income persons to afford health care, enhancing public health, advancing generalizable knowledge, educating health professionals, and relieving the government burden to improve health. The 2025 Community Benefit Plan and Report covers the period of Fiscal Year 2024 (October 1, 2023, through September 30, 2024). During this fiscal year, Scripps devoted $656,291,701 to community benefit programs and services. Community outreach efforts are focused in those areas with proximity to a Scripps facility. Scripps hosts, sponsors, and participates in many community-building events throughout the year. Our programs emphasize community-based prevention efforts and use effective approaches to reach residents at the highest risk for health problems. Scripps aligns its 2025 Community Benefit Plan and Report with the IRS established categories as detailed below. Community Health Improvement Services and Community Benefit Operations During Fiscal Year 2024 (October 2023 to September 2024), Scripps invested $10,901,463 in community health improvement services and community benefit operations. This investment includes In-Lieu of Funds which provides critical support for vulnerable populations, covering essential post-discharge needs for unfunded or underfunded patients. These funds help ensure access to necessary health care support services beyond hospital care. Community Health Improvement Services and Community Benefit Operations include prevention and wellness programs, screenings, health education, support groups, health fairs and other programs supported by operational funds, grants, and in-kind donations and philanthropy. Calculations are based on cost, less "direct offsetting revenue," which includes any revenue generated by the activity or program, such as payment or reimbursement for services provided to program patients. According to the Schedule H 990 IRS guidelines, "direct offsetting revenue" also includes restricted grants or contributions that the organization uses to provide a community benefit. The following is a snapshot of Scripps community health improvement services provided in FY24. For more detailed informat

Form 990, Part III, Line 4A PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED)

Uncompensated Care Scripps contributes significant resources providing low and no cost health care for our patients in need. The costs of providing these services are not fully reimbursed. Uncompensated health care includes the sum of expenses associated with Charity Care, Medi-Cal and Other Means-Tested Government Programs, Medicare Shortfall and Bad Debt. Medicare Shortfall, Bad Debt and Community Building Activities are reportable under IRS guidelines but are not reportable in the community benefit totals. However, Scripps includes these totals in our overall community benefit calculations. During Fiscal Year 2024, Scripps contributed $587,766,140 in uncompensated health care, including $17,768,458 in charity care, $562,399,773 in Medi-Cal and Medicare shortfall, and $7,597,909 in bad debt. Charity care is included in the Internal Revenue Service (IRS) Form 990 Schedule H Part I Line 7a and Medi-Cal costs are included in Line 7b. This represents unreimbursed community benefit costs after the impact of the Medi-Cal Hospital Fee Program. The State of California enacted legislation for a provider fee program to fund certain Medi-Cal coverage expansions ("Provider Fee Program"). The Provider Fee Program charges hospitals a quality assurance fee that is used to obtain federal matching funds for Medi-Cal with the proceeds redistributed as supplemental payments to California hospitals that treat Medi-Cal patients. In December 2023, CMS approved the January 1, 2023, through December 31, 2024, Provider Fee Program VIII. The Organization's policy is to recognize program revenues and expenses on the accrual basis once the Federal waiver has been approved. Federal and state payments received from these programs are included as provider fee revenue in total patient service revenue, and fees paid or payable to the state and California Health Foundation and Trust are included in provider fee expense in operating expenses. Uncompensated health care costs are included in the IRS Form 990 Schedule H Part I-line 7a-7c. Scripps Mercy Hospital (including San Diego and Chula Vista campuses) provides 64% percent of the charity care within the Scripps system. The service area of Scripps Mercy Hospital reflects a higher proportion of economically disadvantaged individuals compared to the county average, with notably lower rates of insured adults and a significantly higher percentage of ethnic minorities, particularly Hispanic and Asian populations. Both hospital campuses play crucial roles in delivering healthcare services to the Central/Southern San Diego County area, ranging from Interstate 8 to the United States-Mexico border. Over half of the patients served by Scripps Mercy San Diego and Chula Vista are covered by government insurance programs, including Medicare and Medi-Cal. Health Professional Education Quality health care is highly dependent upon health education systems and medical research programs. Without the ability to train and inspire a new generation of health care providers, or to offer continuing education to existing health care professionals, the quality of health care will be diminished. Health Professional Education includes educational programs for physicians, interns and residents, medical students, nurses and nursing students, pastoral care trainees and other health professionals. This education is necessary to retain a state licenses or certification by boards in the individual's health profession specialty. Each year, Scripps allocates resources to advance health care services through health professional education. During Fiscal Year 2024 (October 2023 to September 2024), Scripps invested $47,659,269 in professional training programs to enhance service delivery and treatment practices in San Diego County. This figure reflects the costs associated with professional education for non-Scripps employees, including graduate medical education, nursing resource development and other health care professional education. These cos

Form 990, Part III, Line 4A PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED)

Nursing, Allied Health and Clinical Student Preceptorships Scripps commitment to ongoing learning and health care excellence extends beyond our organization. Our student programs help promote health care careers to a new generation, shape the future workforce and develop future leaders in our community. Interacting with health care professionals in the field expands education outside the classroom. Scripps employees play a significant role as preceptors by investing their time to create a valuable experience for the community. In Fiscal Year 2024, Scripps hosted 1,651 students within our system and provided 250,885 development hours spanning nursing and allied health settings. Scripps Clinic Medical Group and Scripps Coastal Medical Group are dedicated to offering meaningful clinical experiences for Nurse Practitioner and Physician Assistant students. In Fiscal Year 2024, Scripps Clinic Medical Group hosted 153 preceptorship rotations for nurse practitioners and physician assistants, totaling 19,030 hours of completed training. Similarly, Scripps Coastal Medical Group provided 31 preceptorship rotations, accounting for 6,716 hours of practical learning. These experiences empower students to apply their theoretical knowledge and critical thinking in a genuine healthcare environment. School Collaborations and Affiliations Scripps collaborates extensively with local educational institutions, offering students valuable exposure to healthcare roles alongside Scripps professionals. This includes affiliations with over 110 schools and programs, both clinical and nonclinical. An affiliation agreement committee evaluates new partnerships to meet community and workforce needs, ensuring a systemic approach to student placements. Student Pipeline Programs Scripps is dedicated to nurturing future healthcare professionals through a variety of youth-oriented initiatives, focusing on school-to-health career activities like mentoring, camps, job shadowing, health education classes, health chats, support groups, and health fairs. - Scripps School to Health Career Pathway Program: Engaged over 1,600 youths in mentoring programs, health professional presentations, surgery viewings, work-study programs, and Scripps Camp. - Internships and Educational Programs: Scripps collaborates with high schools and colleges to offer students opportunities to explore healthcare roles and gain hands-on experience. Nurses and staff play key roles, interacting with students daily. - Family Practice Medical Residents: Medical Residents deliver interactive classroom presentations on public health concerns, medically focused topics, and conduct hands-on clinical skills workshops at local high schools, enriching students' understanding of healthcare careers and medical practices. Health Research Scripps Health is committed to providing the best possible patient care, and research is a critical part of that mission. In addition to bringing the latest treatments to our patients, the knowledge gained from these research studies advances the quality of care for people around the world. Scripps Health physicians' study new medications and devices, track patient outcomes for years or even decades and gather evidence for sophisticated education and treatment programs. This information is then disseminated into the Scripps system through graduate and continuing medical education and to the scientific community through peer-reviewed publications. Scripps Health Research. During Fiscal Year 2024 (October 2023 to September 2024), Scripps invested $4, 991, 558 in health research as it is a critical part of our mission to provide the best care to patients, with many promising new treatments beginning in clinical trials. Internally funded research and research funded by tax-exempt, or government entities are eligible for reporting. Calculations are based on cost, less "direct offsetting revenue," which includes any revenue generated by the activity or program, such as payment or re

Form 990, Part III, Line 4A PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED)

Subsidized Health Services Subsidized health services are those clinical services provided despite a financial loss to the organization, after removing losses associated with bad debt, financial assistance, Medi-Cal, and Other Means-Tested Government Programs, to meet an identified community need. Scripps Inpatient Behavioral is categorized as subsidized health. The total expense for subsidized health services for Scripps Fiscal Year 2024 was $3,100,477. Subsidized health only includes Scripps Inpatient Behavioral Health. Scripps offers inpatient adult behavioral health services at the Scripps Mercy Hospital, San Diego campus. The Scripps Mercy behavioral health program also actively supports community programs to reduce the stigma of mental illness and help affected individuals live and work in the community. These costs are included in the IRS Form 990 Schedule H Part I Lines 7g. Scripps Health offers inpatient behavioral health care for adults admitted through our emergency departments or urgent care centers. Our outpatient behavioral health services are available through partnerships with various community organizations. Like many behavioral health programs nationwide, funding remains a challenge, as payment rates have not kept pace with the actual cost of care. In Fiscal Year 2024, the Scripps Mercy Behavioral Health Program reported a total operational loss of $8.3 million, with $5 million attributed to Medi-Cal, or other means tested government programs and charity care. Notably, 1.1% of patients in the inpatient unit were uninsured, underscoring the financial pressures faced by these programs. - Scripps Mercy Inpatient Behavioral Health Scripps Mercy Hospital offers a 36-bed Psychiatric Adult Inpatient Unit for individuals suffering from acute psychiatric disorders who cannot live independently or pose a danger to themselves or others. This program helps patients, and their loved ones work through short-term crises, manage mental illness, and resume daily lives. - Outpatient Behavioral Health Services Partnership with Family Health Centers of San Diego (FHCSD): Established in 2016, this collaboration aims to enhance mental health care for Medi-Cal patients at Scripps Mercy Hospital. It integrates primary and mental health care, placing social workers and SUD counselors in emergency departments to connect patients with resources. FHCSD offers outpatient therapy near the hospital, while patients from Scripps Mercy Chula Vista and Mercy San Diego are referred for help with behavioral health issues such as addiction, loss, and anxiety, and other mental health issues. Community Building Activities Community Building Activities support community assets by offering the expertise and resources of the hospital organization. These activities may address the root causes of health problems or the determinants of health, such as education, homelessness, poverty, and the environment. In FY24, Scripps invested $387,252 in community building activities. The following are the community building activities that Scripps participated in. Physical Improvements / Housing - Leadership Retreat Volunteer Service Day: Leaders participated in community service projects for homeless service providers, including Casa de Misericordia, Father Joe's Village, and others. Economic Development - Community Boards: Scripps engaged in boards like the San Diego Downtown Partnership and Hillcrest Business Association to advocate for health and safety. Community Support - SOHL Conference: Sponsored the San Diego Organization of Healthcare Leaders annual event. - LGBT Pride Parade & Fundraisers: Sponsored the Pride Parade and events supporting LGBTQ+ leadership and advocacy. - Chicano Federation: Sponsored events supporting family, housing, and educational programs. - "Coffee with a Cop": Held dialogue sessions with the San Diego Police Department. - Advisory Board & Coalition Meetings: Participated in local boards, with over 700 members, addressing community

Form 990, Part III, Line 4A PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED)

6. Community Health Partnerships & Outreach: - Mobile Health Initiative: Provided education and services to over 790 individuals, focusing on breast cancer prevention, early detection, and cardiovascular health. The health fair supports underserved communities, promotes preventive care, and helps identify effective ways to meet their healthcare needs. - Cognitive Health Screenings: Conducted screenings for over 150 community members at the monthly mobile health fair using a validated tool to assess cognitive decline in underinsured minorities. - Healthy Living Program: Engaged 690 participants in a heart disease prevention program. Led by Scripps staff and Promotoras, the program successfully met its goals and will expand in the next fiscal year. - Breast Cancer Awareness: Delivered educational sessions to 80 individuals in low-income, underserved communities across San Diego. - Scripps Well-Being Center: Served over 10,241 multicultural participants through support groups, classes, outreach, education, and other community health prevention programs. 7. Health Disparities Research and Interventions: - Funded eight research projects focused on health disparities, totaling $72,200 in grants. - Organized the second Annual Research Symposium, with 85+ attendees presenting health equity-focused research. 8. AB 1204 Hospital Equity Reporting: - In FY24, Scripps Health proactively set up the necessary infrastructure to comply with AB 1204, the Medical Equity Disclosure Act, which mandates the collection and reporting of healthcare disparities data. Ongoing Health Equity Programs and Services As Scripps undertakes the work of identifying and reducing disparities in clinical outcomes and ensuring our compliance with government directives regarding health equity, it is important to recognize that Scripps has been engaged in a broad range of programs and initiatives that address health disparities for the vulnerable population for many years. Evidence-based interventions are underway to address these core challenges. Below are some examples, with further details on these programs in the 2025 Scripps Community Benefit Plan and Report. - Aging Care and Support: Provide, proactive, medical, and social services to adults living with multiple chronic diseases. Partner with local senior centers, churches, and senior housing and conduct senior health chats that are designed to provide health education to the older adult community. - Behavioral Health: Establish initiatives to create a more robust behavioral health care system with emphasis on vocational training, reducing opioid use and substance abuse. - Cancer: Offer wig banks to support individuals undergoing cancer treatment and/or experiencing hair loss, transportation for appointments, lodging, Survivor's Day events, breast health outreach and education and more. - Cardiovascular Disease: Address cardiovascular disease through sudden cardiac arrest (SCA) screenings, virtual cardiac rehabilitation, cardiometabolic health education, and improving food insecurities. - Diabetes: Advocate for diabetes prevention, research and education through in-person and virtual programs and events for the various communities and patients impacted by the diabetes epidemic. - Maternal Child Health and High-Risk Pregnancy: Provide perinatology services, health education and awareness and other key programs to support the health of mothers, infants and families. - Professional Education: Support physician training and clinical research, residents and fellows through various residency programs and curriculum dedicated to uplifting health equity, reducing bias, and caring for the underserved. - Health Research: Identify how to measure health equity through the work of the Scripps Collaborative for Health Equity, related research grants, the Health Equity Information Center and more. - Youth Career Pathways/Pipeline Programs: Promote health care as a rewarding career to students via internship programs, outreach

Form 990, Part IX, Line 11G Other Fees

PHYS FEES-PROVIDER SVS AGRMENT - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 4845493, Fundraising Expenses: 0; OTHER PURCHASED SVS - NON MED - Total Expense: 94840871, Program Service Expense: 54119026, Management and General Expenses: 40458468, Fundraising Expenses: 263377; PHYSICIAN FEES - Total Expense: 88166272, Program Service Expense: 87537125, Management and General Expenses: 629147, Fundraising Expenses: 0; PURCHASED MEDICAL SERVICES - Total Expense: 30604161, Program Service Expense: 30604161, Management and General Expenses: 0, Fundraising Expenses: 0; ALL OTHER FEES FOR SERVICES - Total Expense: 44217091, Program Service Expense: 30785525, Management and General Expenses: 13264676, Fundraising Expenses: 166890;

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

CHANGE IN VALUE OF DEFERRED GIFTS - 205990; JOINT VENTURE DISTRIBUTION - 1305372; OTHER CHANGES IN NET ASSETS - -51; ROUNDING - 19347; Other - -43841820;

Financial Statement Notes

Schedule D, Part II, Line 9 Conservation easements financial reporting

The historical structure that is considered to be a conservation easement is reported in the mercy hospital entity of the consolidated financial statements.

Schedule D, Part III, Line 4 Collections of art - description of collections

Scripps Health accepts and maintains gifts-in-kind contributions for art and sculptures ("Collections"). Collections donated with an appraised value greater than $10,000 are recorded in the general ledger and classified as Other Assets and Donor without Restriction Contributions. The Collections are maintained by Scripps Health and are publicly displayed. An annual inventory to assess condition of the Collections is performed. Scripps does not intend to sell the collections for any financial benefit. Scripps Health's Collections provides a clear contribution to make and offer opportunities in delivery of better health, wellbeing and improved experience for patients, service users and staff across the system.

Schedule D, Part V, Line 4 Intended uses of endowment funds

Contributions received for capital projects, including building projects, major renovations, and equipment purchases: $636,131 contributions received to fund graduate medical education programs, fellows, and lecture series: $17,026,946 contributions received for use in the specific departments or divisions in the hospitals and/or clinics: $41,310,940 contributions received to cover the cost of healthcare provided to individuals without insurance or the means for paying for their care: $12,785,414 contributions received to fund research projects in specific areas or divisions: $13,325,510

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

Scripps health is generally not subject to federal or state income taxes. However, scripps health is subject to income taxes on any net income that is derived from a trade of business, regularly carried on, and not in the furtherance of the purposed for which it was granted exemption. Under fasb asc 740, income taxes, the tax benefit from uncertain tax positions may be recognized 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. The organization 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 met. The organization 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. No significant tax liability for taxes, interest or penalties and no significant tax assets for tax benefits was accrued at september 30, 2024 or 2023. Scripps health currently files form 990 (informational return of organizations exempt from income taxes) and form 990t (business income tax return for an exempt organization) in the u.s. Federal jurisdiction and the state of california. Scripps health is not subject to income tax examinations prior to 2019 in major tax jurisdictions.

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