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ObjectId: 202213189349307876 - Submission: 2022-11-14
TIN: 86-0181654
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
21
Open to Public Inspection
Name of the organization
HONORHEALTH
Employer identification number
86-0181654
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
(1)
HONORHEALTH MEDICAL GROUP
8125 N HAYDEN ROAD
SCOTTSDALE
,
AZ
85258
86-0828589
PHYS PRACTICE
AZ
86,388,195
21,990,809
HH
(2)
SCOTTSDALE HEALTH PARTNERS (DBA ICP)
8125 N HAYDEN ROAD
SCOTTSDALE
,
AZ
85258
45-5616077
ACO
AZ
20,037,229
28,759,079
HH
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)
HONORHEALTH AMBULATORY
8125 N HAYDEN ROAD
SCOTTSDALE
,
AZ
85258
94-2735850
HEALTHCARE
AZ
501(c)(3)
10
HH
Yes
(2)
HONORHEALTH FOUNDATION
8125 N HAYDEN ROAD
SCOTTSDALE
,
AZ
85258
74-2355411
FOUNDATION
AZ
501(c)(3)
7
HH
Yes
(3)
DESERT MISSION INC
8125 N HAYDEN ROAD
SCOTTSDALE
,
AZ
85258
86-0096941
COMMUNITY SVC
AZ
501(c)(3)
7
HH
Yes
(4)
HONORHEALTH RESEARCH & INNOVATION INSTITUTE
8125 N HAYDEN ROAD
SCOTTSDALE
,
AZ
85258
85-3112219
MEDICAL RESEARCH
AZ
501(c)(3)
4
HH
Yes
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Page 2
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)
HONORHEALTH ASC LLC
8125 N HAYDEN ROAD
SCOTTSDALE
,
AZ
85258
27-1450828
HEALTHCARE
DE
HH AMBULATORY
Related
No
No
(2)
GLOBALREHAB-SCOTTSDALE LLC
4714 GETTYSBURG ROAD
MECHANICSBURG
,
PA
17055
27-4160293
HEALTHCARE
AZ
HH
Related
2,765,179
15,515,203
No
No
51 %
(3)
Intuitive Health of Maricopa County LLC
8125 N Hayden Rd
Scottsdale
,
AZ
85258
84-3786668
HEALTHCARE
DE
HH
Related
0
0
No
No
51 %
(4)
HonorHealth ASC Cardio (thru 32021)
8125 N HAYDEN ROAD
SCOTTSDALE
,
AZ
85258
HEALTHCARE
AZ
HH AMBULATORY
Related
No
No
(5)
HONORHEALTH-FASTMED AMBULATORY HOLDINGS
115 EAST PARK DRIVE
Brentwood
,
TN
37027
85-2826765
HEALTHCARE
DE
HH AMBULATORY
Related
No
No
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)
HONORHEALTH CAPTIVE INSURANCE EXCHANGE
PO BOX 1085 5TH FLOOR
GEORGETOWN
,
GRAND CAYMAN
KY11102
CJ
CAPTIVE INS.
CJ
HH
C Corporation
18,200,018
81,607,247
100 %
Yes
(2)
SCOTTSDALE HEALTHCARE MSO INC
8125 N HAYDEN ROAD
SCOTTSDALE
,
AZ
85258
86-0512895
MSO
AZ
HH Ambulatory
C Corporation
Yes
(3)
SONORAN CROSSING OWNERS ASSOCIATION
8125 N HAYDEN ROAD
SCOTTSDALE
,
AZ
85258
46-3554413
OWNERS ASSOC
AZ
HH
C Corporation
0
0
100 %
Yes
Schedule R (Form 990) 2021
Page 3
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
Yes
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
No
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
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
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
Yes
r
Other transfer of cash or property to related organization(s)
............................
1r
Yes
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)
HONORHEALTH FOUNDATION
B
8,610,950
COST
(2)
HONORHEALTH FOUNDATION
C
14,080,874
COST
(3)
HONORHEALTH CAPTIVE INSURANCE EXCHANGE
R
15,225,200
COST
(4)
DESERT MISSION INC
B
554,632
COST
(5)
GLOBALREHAB - SCOTTSDALE LLC
A
499,000
COST
Schedule R (Form 990) 2021
Page 4
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
Page 5
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
Software ID:
21014044
Software Version:
2021v4.2