CALIFORNIA HOSPITAL ASSOCIATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA HOSPITAL ASSOCIATION (EIN 68-0343712)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-05
- IRS object ID
- 202143099349304164
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-05T17:23:01-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680343712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA HOSPITAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 9165527629 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 K STREET NO 700 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER M NEWMAN | PersonNm |
| Person Title | SVP/CFO | PersonTitleTxt |
| Phone | 9165527629 | PhoneNum |
| Signature | 2021-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | NEWMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2021-10-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | CARMELA COYLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 K STREET NO 700 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,442,866 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CALHOSPITAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE THE MEMBERSHIP WITH LEGISLATIVE AND REGULATORY REPRESENTATION AND ADVOCACY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,576,874 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,358,989 | CYProgramServiceRevenueAmt |
| PY Investment Income | $72,355 | PYInvestmentIncomeAmt |
| CY Investment Income | $79,728 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $4,149 | CYOtherRevenueAmt |
| PY Total Revenue | $34,649,229 | PYTotalRevenueAmt |
| CY Total Revenue | $34,442,866 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,597,486 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,588,510 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,877,726 | PYOtherExpensesAmt |
| CY Other Expenses | $11,858,587 | CYOtherExpensesAmt |
| PY Total Expenses | $30,475,212 | PYTotalExpensesAmt |
| CY Total Expenses | $28,447,097 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,174,017 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,995,769 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,765,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,825,856 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,805,629 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,863,173 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,959,442 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,962,683 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THROUGH EFFECTIVE LEADERSHIP AND MEMBER PARTICIPATION, CALIFORNIA HOSPITAL ASSOCIATION (CHA) SEEKS TO DEVELOP CONSENSUS, ESTABLISH PUBLIC POLICY PRIORITIES, AND REPRESENT AND SERVE HOSPITALS AND HEALTH SYSTEMS. IN CONCERT WITH ITS MEMBER ORGANIZATIONS, CHA IS COMMITTED TO ESTABLISHING AND MAINTAINING A FINANCIAL AND REGULATORY ENVIRONMENT WITHIN WHICH HOSPITALS CAN CONTINUE TO PROVIDE HIGH-QUALITY PATIENT CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | DEVELOP AND IMPLEMENT PUBLIC POLICY IN THE LEGISLATIVE AND REGULATORY ARENA FOR HOSPITALS AND HEALTH SYSTEMS. EDUCATE HOSPITALS AND HEALTH SYSTEMS ON REGULATORY AND LEGISLATIVE ACTIONS THROUGH PUBLICATIONS, SEMINARS AND OTHER CONTACTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT GRANT FROM CDPH FOR HOSPITAL EMERGENCY PREPAREDNESS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER NEWMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9165527629 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 K STREET SUITE 700 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CARMELA COYLE | |||||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | 2.80 | 38.20 | Yes (X) | Yes (X) | $0 | $1,352,201 | $21,442 | ||
| ANNE N O'ROURKE | |||||||||
| SVP/FEDERAL RELATIONS | 2.80 | 37.20 | $0 | $469,073 | $67,594 | Yes (X) | |||
| DIETMAR A GRELLMANN | |||||||||
| SVP/POLICY | 0.00 | 40.00 | $0 | $443,092 | $71,993 | Yes (X) | |||
| KATHRYN AUSTIN SCOTT | |||||||||
| SVP/STATE RELATIONS & ADVOCACY | 2.80 | 37.20 | $0 | $448,048 | $40,942 | Yes (X) | |||
| JENNIFER M NEWMAN | |||||||||
| SVP/CHIEF FINANICAL OFFICER | 2.80 | 40.00 | Yes (X) | $0 | $420,916 | $54,300 | |||
| JULIE A REPPAS | |||||||||
| SVP/OPERATIONS AND HR | 2.80 | 37.20 | $0 | $393,472 | $59,104 | Yes (X) | |||
| DAVID SIMON | |||||||||
| SVP/COMMUNICATIONS | 2.80 | 37.20 | $0 | $347,165 | $61,896 | Yes (X) | |||
| AMBER OTT | |||||||||
| SVP/DATA ANALYTICS | 2.80 | 37.20 | $0 | $323,232 | $52,301 | Yes (X) | |||
| LOIS J RICHARDSON | |||||||||
| VP/LEGAL COUNSEL | 2.80 | 37.20 | $0 | $319,044 | $32,987 | Yes (X) | |||
| DAVE PERROTT MD DDS | |||||||||
| SVP/CMO (THRU 03/20) | 2.80 | 37.20 | $0 | $333,091 | $15,307 | Yes (X) | |||
| JACQUELYN GARMAN | |||||||||
| VP/LEGAL COUNSEL | 2.80 | 37.20 | $0 | $298,829 | $29,042 | Yes (X) | |||
| MAURIZIO SMITH THRU 1220 | |||||||||
| EXECUTIVE DIRECTOR UI DIVISION | 2.80 | 37.20 | $0 | $295,417 | $27,956 | Yes (X) | |||
| TERRY SHERB | |||||||||
| CHIEF INFORMATION OFFICER | 2.80 | 37.20 | $0 | $256,654 | $63,117 | Yes (X) | |||
| GAIL BLANCHARD-SAIGER | |||||||||
| VP/LABOR AND EMPLOYMENT | 2.80 | 37.20 | $0 | $296,536 | $21,273 | Yes (X) | |||
| GARY K WILDE | |||||||||
| CHAIR | 1.00 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SCOTT REINER | |||||||||
| CHAIR-ELECT | 1.00 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CALVIN CAL KNIGHT | |||||||||
| PAST CHAIR | 1.00 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SARAH KREVANS | |||||||||
| SECRETARY/TREASURER | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREGORY A ADAMS | |||||||||
| TRUSTEE (THRU 02/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN ALEXANDER | |||||||||
| TRUSTEE | 1.00 | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| EDMUNDO CASTENADA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP A COHEN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN T COOK | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT H CURRY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM DARVISH | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE L DIETLIN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF ELLER | |||||||||
| TRUSTEE (THRU 05/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHIRAZ M FAGAN | |||||||||
| TRUSTEE (THRU 02/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL FENCEL | |||||||||
| TRUSTEE (THRU 03/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DELVECCHIO FINLEY | |||||||||
| TRUSTEE (THRU 02/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN FLANIGAN MD | |||||||||
| TRUSTEE (THRU 04/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE J GASKILL-HAMES RN | |||||||||
| TRUSTEE (THRU 12/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL L GROSS DNSC RN | |||||||||
| TRUSTEE (THRU 06/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE HANSEN CPA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KERRY L HEINRICH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY HONTS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS E JACKIEWICZ | |||||||||
| TRUSTEE (THRU 06/20) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNARD KLEIN MD | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN KLOCKENGA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE E LEWIS | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PATTY MAYSENT MPH MBA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE K MILLER-PHIPPS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LORI MORGAN MD | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELLY NECKE RN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET R PETERSON PHD | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M PRISELAC | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RENE G SANTIAGO | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SARIAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD A SUNTRAPAK | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN L TAYLOR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GUSTAVO VALDESPINO | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JON VAN BOENING | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J WENTZ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIK G WEXLER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE WILTERMOOD | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,996,770 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $619,254 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CALIFORNIA ASSOCIATION OF HOSPITALS AND | |||||
| 1215 K ST 700 | SACRAMENTO | CA | 95814 | ADMINISTRATIVE SERVICES | $4,755,214 |
| HOOPER LUNDY & BOOKMAN | |||||
| 1875 CENTURY PARK EAST SUITE 1600 | LOS ANGELES | CA | 96007 | LEGAL | $520,993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $34,110,856 | $34,110,856 |
| GRANT REIMBURSEMENT | 900099 | $248,133 | $248,133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,358,989 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,728 | TotalRevenueColumnAmt |
| Exclusion | $79,728 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,149 | TotalRevenueColumnAmt |
| Exclusion | $4,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,149 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,442,866 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,358,989 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $83,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,774,112 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $768,913 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,289,273 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,212 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894,968 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $880,367 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,874,847 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,324 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,964,491 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,499,396 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,982 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UHA DUES | $241,000 |
| EVENTS AND SPEAKERS | $133,266 |
| COMMITTEES | $85,471 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,475 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,447,097 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,143,060 | BOYAmt |
| EOY | $29,434,831 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,479 | BOYAmt |
| EOY | $41,408 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,966,178 | BOYAmt |
| EOY | $1,964,545 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,354 | BOYAmt |
| EOY | $385,072 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,765,071 | BOYAmt |
| EOY | $31,825,856 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,746 | BOYAmt |
| EOY | $76,439 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,285,585 | BOYAmt |
| EOY | $1,290,994 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,394,298 | BOYAmt |
| EOY | $5,495,740 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,805,629 | BOYAmt |
| EOY | $6,863,173 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,959,442 | BOYAmt |
| EOY | $24,962,683 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,959,442 | BOYAmt |
| EOY | $24,962,683 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,765,071 | BOYAmt |
| EOY | $31,825,856 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,995,769 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,472 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $34,110,856 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $4,729,949 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $4,729,949 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $5,349,058 | AggregateReportedDuesNtcAmt |
| Taxable | -$619,109 | TaxableAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $247,897 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,294 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $253,191 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $243,058 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,839 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $247,897 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $237,477 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,581 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $243,058 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $249,351 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,126 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,000 | OtherExpendituresAmt |
| End Year Balance | $237,477 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $243,904 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,447 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $249,351 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88870 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11130 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO CAHHS | Desc |
| Amt | $5,495,740 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,495,740 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED FOR THE WALKER/SULLIVAN ENDOWMENT WHICH FUNDS GRANTS TO STUDY HEALTHCARE OPERATIONS. THE ENDOWMENT FUNDS REPORTED IN PART V ARE HELD BY CALIFORNIA HEALTH FOUNDATION AND TRUST FOR THE BENEFIT OF CALIFORNIA HOSPITAL ASSOCIATION. |
| PART X, LINE 2: | CHA IS A CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(6). CHFT IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). CHA IS EXEMPT FROM INCOME TAXES UNDER CALIFORNIA REVENUE AND TAX CODE SECTION 23701E. CHFT IS EXEMPT FROM INCOME TAXES UNDER CALIFORNIA REVENUE AND TAX CODE SECTION 23701D. CHA AND CHFT ARE, HOWEVER, SUBJECT TO INCOME TAXES FROM ACTIVITIES UNRELATED TO THEIR TAX-EXEMPT PURPOSE. MANAGEMENT DOES NOT BELIEVE THERE IS ANY UNRELATED BUSINESS INCOME AS OF DECEMBER 31, 2020 AND 2019. IN THE EVENT THE ASSOCIATION HAD A TAX PROVISION THAT WAS UNCERTAIN OF BEING SUSTAINED, THE ASSOCIATION WOULD APPLY THE MINIMUM PROBABILITY THRESHOLD TO DETERMINE WHETHER A FINANCIAL STATEMENT LIABILITY OR BENEFIT SHOULD BE RECOGNIZED. THERE WERE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2020 AND 2019. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARMELA COYLE | ||||||||||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | $0 | $1,059,702 | $0 | $281,351 | $0 | $11,148 | $0 | $19,950 | $0 | $1,492 | $0 | $1,373,643 | $0 | $0 |
| ANNE N O'ROURKE | ||||||||||||||
| SVP/FEDERAL RELATIONS | $0 | $393,391 | $0 | $72,750 | $0 | $2,932 | $0 | $39,450 | $0 | $28,144 | $0 | $536,667 | $0 | $0 |
| DIETMAR A GRELLMANN | ||||||||||||||
| SVP/POLICY | $0 | $367,770 | $0 | $72,750 | $0 | $2,572 | $0 | $39,450 | $0 | $32,543 | $0 | $515,085 | $0 | $0 |
| KATHRYN AUSTIN SCOTT | ||||||||||||||
| SVP/STATE RELATIONS & ADVOCACY | $0 | $374,672 | $0 | $72,000 | $0 | $1,376 | $0 | $39,450 | $0 | $1,492 | $0 | $488,990 | $0 | $0 |
| JENNIFER M NEWMAN | ||||||||||||||
| SVP/CHIEF FINANICAL OFFICER | $0 | $346,344 | $0 | $72,000 | $0 | $2,572 | $0 | $39,450 | $0 | $14,850 | $0 | $475,216 | $0 | $0 |
| JULIE A REPPAS | ||||||||||||||
| SVP/OPERATIONS AND HR | $0 | $319,346 | $0 | $72,750 | $0 | $1,376 | $0 | $39,450 | $0 | $19,654 | $0 | $452,576 | $0 | $0 |
| DAVID SIMON | ||||||||||||||
| SVP/COMMUNICATIONS | $0 | $273,828 | $0 | $72,750 | $0 | $587 | $0 | $29,700 | $0 | $32,196 | $0 | $409,061 | $0 | $0 |
| AMBER OTT | ||||||||||||||
| SVP/DATA ANALYTICS | $0 | $249,903 | $0 | $72,750 | $0 | $579 | $0 | $19,950 | $0 | $32,351 | $0 | $375,533 | $0 | $0 |
| LOIS J RICHARDSON | ||||||||||||||
| VP/LEGAL COUNSEL | $0 | $292,557 | $0 | $22,539 | $0 | $3,948 | $0 | $19,950 | $0 | $13,037 | $0 | $352,031 | $0 | $0 |
| DAVE PERROTT MD DDS | ||||||||||||||
| SVP/CMO (THRU 03/20) | $0 | $184,862 | $0 | $0 | $0 | $148,229 | $0 | $12,996 | $0 | $2,311 | $0 | $348,398 | $0 | $146,259 |
| JACQUELYN GARMAN | ||||||||||||||
| VP/LEGAL COUNSEL | $0 | $291,232 | $0 | $0 | $0 | $7,597 | $0 | $19,950 | $0 | $9,092 | $0 | $327,871 | $0 | $0 |
| MAURIZIO SMITH THRU 1220 | ||||||||||||||
| EXECUTIVE DIRECTOR UI DIVISION | $0 | $287,837 | $0 | $0 | $0 | $7,580 | $0 | $13,692 | $0 | $14,264 | $0 | $323,373 | $0 | $0 |
| TERRY SHERB | ||||||||||||||
| CHIEF INFORMATION OFFICER | $0 | $253,023 | $0 | $0 | $0 | $3,631 | $0 | $17,862 | $0 | $45,255 | $0 | $319,771 | $0 | $0 |
| GAIL BLANCHARD-SAIGER | ||||||||||||||
| VP/LABOR AND EMPLOYMENT | $0 | $285,964 | $0 | $8,000 | $0 | $2,572 | $0 | $19,950 | $0 | $1,323 | $0 | $317,809 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE ASSOCIATION RELIES ON CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS (CAHHS), A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE PRESIDENT USING ONE OR MORE OF THE METHODS DESCRIBED ON SCHEDULE J, PART I, LINE 3. THE COMPENSATION REPORTED IN SCHEDULE J IS PAID BY CAHHS AND IS FOR SERVICES PROVIDED TO BOTH CAHHS AND THE ASSOCIATION. |
| PART I, LINE 4B | THE ASSOCIATION MAINTAINS A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. THIS PLAN IS MAINTAINED BY CAHHS. THIS PLAN IS INTENDED TO QUALIFY AS AN UNFUNDED PLAN OF DEFERRED COMPENSATION THAT IS MAINTAINED BY AN EMPLOYER PRIMARILY FOR THE PURPOSE OF PROVIDING DEFERRED COMPENSATION FOR THE SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES AS THOSE TERMS ARE DEFINED UNDER THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED (ERISA). FUNDING FOR THIS PLAN IS THROUGH ANNUAL EMPLOYER CONTRIBUTIONS AND IS LIMITED TO THE ANNUAL AMOUNT SET FORTH BY THE US TREASURY DEPARTMENT. DIETMAR A. GRELLMANN, JENNIFER M. NEWMAN, ANNE N. O'ROURKE, JULIE A. REPPAS, AND KATHRYN AUSTIN SCOTT PARTICIPATED IN THE PLAN AND RECEIVED A BENEFIT OF $19,500 EACH FOR THE YEAR. DAVID SIMON PARTICIPATED IN THE PLAN AND RECEIVED A BENEFIT OF $9,750. DAVE PERROT PARTICIPATED IN THE PLAN AND RECEIVED A DISTRIBUTION OF $146,259 FOR THE YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE ASSOCIATION'S EXECUTIVE COMMITTEE IS COMPOSED OF THE FOLLOWING: THE CHA CHAIR, THE CHA CHAIR-ELECT, THE CHA IMMEDIATE PAST CHAIR, THE CHA PRESIDENT, THE CHA SECRETARY/TREASURER, THE CHAIR OF EACH REGIONAL ASSOCIATION, AND SEVEN OR MORE ADDITIONAL TRUSTEES REPRESENTING CERTAIN GROUPS WITHIN THE ASSOCIATION. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE AFFAIRS AND ACTIVITIES OF THE ASSOCIATION, SUBJECT TO SUCH LIMITATIONS OR RESTRICTIONS AS MAY BE IMPOSED BY THE ARTICLES OF INCORPORATION, THE BYLAWS, APPLICABLE LAW, OR THE BOARD, AND IS SUBJECT TO REVIEW OF SUCH ACTS BY THE BOARD AT ITS NEXT MEETING. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION HAS THREE CORPORATE MEMBERS AND EACH MEMBER SHALL CONSTITUTE A REGIONAL ASSOCIATION. EACH VOTING AND NONVOTING MEMBER OF EACH REGIONAL ASSOCIATION SHALL BE A NONVOTING CONSTITUENT MEMBER OF CALIFORNIA HOSPITAL ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | CORPORATE MEMBERS ELECT CERTAIN MEMBERS OF THE ASSOCIATION'S GOVERNING BODY; CERTAIN GOVERNING BODY MEMBERS ARE EX-OFFICIO PER THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ASSOCIATION'S BYLAWS CONTAIN CERTAIN RESERVE POWERS THAT MUST BE APPROVED BY THE GOVERNING BODY OF AT LEAST TWO OF THE THREE CORPORATE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | EACH MEMBER OF THE CALIFORNIA HOSPITAL ASSOCIATION'S BOARD OF DIRECTORS WAS SENT A COPY OF THE DRAFT FORM 990 BEFORE IT WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS EACH MEMBER OF THE BOARD OF DIRECTORS; THE PRESIDENT/CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER; KEY EMPLOYEES; ANY PERSON WHO HAS HELD ONE OF THOSE POSITIONS DURING THE PRECEDING FIVE YEARS; FAMILY MEMBERS; AND CERTAIN CONTROLLED ORGANIZATIONS (INTERESTED PERSONS). ALL INTERESTED PERSONS ANNUALLY SIGN A STATEMENT THAT AFFIRMS RECEIPT AND AGREEMENT TO COMPLY WITH THE POLICY AND TO DISCLOSE ANY FINANCIAL INTERESTS OR FAMILY RELATIONSHIPS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. EACH INTERESTED PERSON IS REQUIRED TO DISCLOSE TO THE BOARD (OR COMMITTEE THEREOF), ALL MATERIAL FACTS REGARDING THE FINANCIAL INTEREST OR RELATIONSHIP IN THE TRANSACTION. WITH REGARD TO AN INTERESTED PERSON, THE BOARD OR COMMITTEE DETERMINES IF A CONFLICT OF INTEREST EXISTS. THE INSIDER(S) INVOLVED WITH THE TRANSACTION WILL NOT BE PRESENT DURING THE BOARD OR COMMITTEE'S DISCUSSION OR DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS, AND MAY NOT VOTE ON THE TRANSACTION OR COUNTED IN DETERMINATION OF A QUORUM. ALL PROCEEDINGS ARE DOCUMENTED IN MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | ADMINISTRATION SERVICES 3,874,847. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS | |||||||||||
| 1215 K STREET SUITE 700 | SACRAMENTO | CA | 95814 | 941205908 | REPRESENT HOSPITAL INTERESTS BEFORE LEGISLATORS AND REGULATORS | CA | 501(C)(6) | CHA | Yes (1) | ||
| CALIFORNIA HEALTH FOUNDATION AND TRUST | |||||||||||
| 1215 K STREET SUITE 700 | SACRAMENTO | CA | 95814 | 941498697 | RESEARCH/EDUCATION IN HEALTHCARE DELIVERY, FINANCING & PATIENT CAREA | CA | 501(C)(3) | CHA | Yes (1) | LINE 7 | |
| CALIFORNIA HOSPITALS COMMITTEE ON ISSUES | |||||||||||
| 1127 11TH STREET SUITE 300 | SACRAMENTO | CA | 95814 | 680148902 | BALLOT INITIATIVES | CA | 501(C)(6) | CAHHS | Yes (1) | ||
| CALIFORNIA HOSPITAL ASSOCIATION POLITICAL ACTION COMMITTEE | |||||||||||
| 1215 K STREET SUITE 700 | SACRAMENTO | CA | 95814 | 942723946 | POLITICAL ACTION COMMITTEE | CA | 527 | 0 | N/A | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH PROPERTY ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 K STREET SUITE 700 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680177130 | EIN |
| Primary Activities | GROUND LEASE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA HOSPITAL INVESTMENTS & PUBLICATIONS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 K STREET SUITE 700 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680114819 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionTypeTxt |
| Involved | $28,643,771 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL | MethodOfAmountDeterminationTxt |
Comments