CALIFORNIA HEALTH FOUNDATION AND TRUST: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA HEALTH FOUNDATION AND TRUST (EIN 94-1498697)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349307868
- Schema version
- 2017v2.3
- 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 | 2018-11-15T12:26:45-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941498697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA HEALTH FOUNDATION AND TRUST | 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 800 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER NEWMAN | PersonNm |
| Person Title | SVP & CFO | PersonTitleTxt |
| Phone | 9165527629 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2018-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-09 | IPDt |
| IP Tm | 16:25:38 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 590998BD83A1AFC8298AB8E54118062D6841B7FE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARMELA COYLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 K STREET NO 800 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $76,335,048 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT ACCESS, RESEARCH, AND EDUCATION IN THE HEALTHCARE FIELD | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $23,919,217 | PYContributionsGrantsAmt |
| CY Contributions Grants | $76,061,234 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $164,568 | PYInvestmentIncomeAmt |
| CY Investment Income | $97,145 | CYInvestmentIncomeAmt |
| PY Other Revenue | $223,149 | PYOtherRevenueAmt |
| CY Other Revenue | $176,669 | CYOtherRevenueAmt |
| PY Total Revenue | $24,306,934 | PYTotalRevenueAmt |
| CY Total Revenue | $76,335,048 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $49,066,927 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $38,854,988 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $49,866 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $65,721 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,161,283 | PYOtherExpensesAmt |
| CY Other Expenses | $1,341,021 | CYOtherExpensesAmt |
| PY Total Expenses | $52,278,076 | PYTotalExpensesAmt |
| CY Total Expenses | $40,261,730 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$27,971,142 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $36,073,318 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $61,146,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,208,248 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,700,760 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,774,866 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,445,878 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,433,382 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUPPORT ACCESS, RESEARCH, AND EDUCATION IN THE FIELD OF HEALTHCARE DELIVERY, FINANCING, AND PATIENT CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,362,833 | ExpenseAmt |
| Grant | $38,362,833 | GrantAmt |
| Desc | 2017-2019 HOSPITAL GRANT PROGRAM:STATEWIDE EFFORT TO ASSIST HOSPITALS AND HOSPITAL HEALTH SYSTEMS IN CALIFORNIA TO CONTINUE TO PROVIDE ACCESS TO CARE FOR UNINSURED AND UNDERINSURED PEOPLE, PRESERVE PHYSICAL ACCESS TO CARE, AND PROVIDE COMMUNITY SERVICES SUCH AS MENTAL HEALTH ACCESS, WELLNESS, AND PREVENTION PROGRAMS. THE PROGRAM RECOVERS 3 BILLION OF THE 7 BILLION SHORT FALL ANNUALLY IN MEDI-CAL PAYMENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $876,220 | ExpenseAmt |
| Desc | 2014-2016 HOSPITAL GRANT PROGRAM:STATEWIDE EFFORT TO ASSIST HOSPITALS AND HOSPITAL HEALTH SYSTEMS IN CALIFORNIA TO CONTINUE TO PROVIDE ACCESS TO CARE FOR UNINSURED AND UNDERINSURED PEOPLE, PRESERVE PHYSICAL ACCESS TO CARE, AND PROVIDE COMMUNITY SERVICES SUCH AS MENTAL HEALTH ACCESS, WELLNESS, AND PREVENTION PROGRAMS. THE PROGRAM RECOVERS 3 BILLION OF THE 7 BILLION SHORT FALL ANNUALLY IN MEDI-CAL PAYMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $505,843 | ExpenseAmt |
| Grant | $275,055 | GrantAmt |
| Desc | CRITICAL ACCESS HOSPITALS GRANT PROGRAM:TO RETAIN EXPERT SERVICES AND PROVIDE TECHNICAL SUPPORT TO CRITICAL ACCESS HOSPITALS UNDER THE MEDICARE RURAL HOSPITAL FLEXIBILITY PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $438,843 | ExpenseAmt |
| Grant | $17,000 | GrantAmt |
| Desc | OTHER PROGRAM SERVICES IN SUPPORT OF MISSION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $438,843 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $17,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $40,183,739 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | 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 | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 CFO | 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 800 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 |
|---|---|---|---|---|---|---|---|
| ANN MADDEN RICE | |||||||
| CHAIR | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD F AFABLE MD | |||||||
| CHAIR-ELECT | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES R HOLMES | |||||||
| PAST CHAIR | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CALVIN CAL KNIGHT | |||||||
| SECRETARY/ TREASURER | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CARMELA COYLE | |||||||
| PRESIDENT | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $772,182 | $259 |
| C DUANE DAUNER | |||||||
| PRESIDENT (THRU 10/17) | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $1,646,273 | $51,742 |
| ELAINE BATCHLOR MD | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA BRADLEY | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANICE IDE | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE E LEWIS | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE RICHARDS RN | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JON VAN BOENING | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES E SAUER JR | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICKI J VEAL | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AVI ZARAYA | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY A ADAMS | |||||||
| PRIOR PAST CHAIR (THRU ) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARY J PASSAMA | |||||||
| TRUSTEE (THRU ) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD E YOCHUM | |||||||
| TRUSTEE (THRU ) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER M NEWMAN | |||||||
| SENIOR VP/ CFO | 2.80 | 37.20 | Yes (X) | $0 | $331,555 | $63,346 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,750,010 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $115,347 | 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 |
|---|---|---|---|---|---|
| WESTERN HEALTHCARE ALLIANCE | |||||
| PO BOX 2907 | GRAND JUNCTION | CO | 815022907 | PROFESSIONAL SERVICE | $184,425 |
| CA ASSN OF HOSPITALS AND HEALTH SYSTEMS | |||||
| 1215 K STREET SUITE 800 | SACRAMENTO | CA | 95814 | PROFESSIONAL SERVICE | $172,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $211,750 | MembershipDuesAmt |
| Related Organizations | $20,000 | RelatedOrganizationsAmt |
| Government Grants | $507,464 | GovernmentGrantsAmt |
| All Other Contributions | $75,322,020 | AllOtherContributionsAmt |
| Total Contributions | $76,061,234 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,145 | TotalRevenueColumnAmt |
| Exclusion | $97,145 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| GROUP PURCHASING | 900099 | $85,361 | $85,361 |
| CRQAR REVENUE | 900099 | $29,160 | $29,160 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,148 | TotalRevenueColumnAmt |
| Exclusion | $62,148 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $176,669 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,335,048 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $273,814 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,837,988 | TotalAmt |
| Program Services | $38,837,988 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Program Services | $17,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,721 | TotalAmt |
| Program Services | $65,721 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $876,220 | TotalAmt |
| Program Services | $876,220 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,122 | TotalAmt |
| Management And General | $37,122 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,158 | TotalAmt |
| Program Services | $365,934 | ProgramServicesAmt |
| Management And General | $22,224 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,028 | TotalAmt |
| Management And General | $8,028 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,861 | TotalAmt |
| Program Services | $16,861 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,015 | TotalAmt |
| Program Services | $4,015 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,617 | TotalAmt |
| Management And General | $10,617 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,261,730 | TotalAmt |
| Program Services | $40,183,739 | ProgramServicesAmt |
| Management And General | $77,991 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,153,235 | BOYAmt |
| EOY | $66,355,669 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,174,099 | BOYAmt |
| EOY | $47,368,881 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,618 | BOYAmt |
| EOY | $230,623 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,507 | BOYAmt |
| EOY | $9,333 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $746,179 | BOYAmt |
| EOY | $243,742 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,146,638 | BOYAmt |
| EOY | $114,208,248 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,056 | BOYAmt |
| EOY | $412,033 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,583,704 | BOYAmt |
| EOY | $38,362,833 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,700,760 | BOYAmt |
| EOY | $38,774,866 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,220,585 | BOYAmt |
| EOY | $1,420,901 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,000,293 | BOYAmt |
| EOY | $73,787,481 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,000 | BOYAmt |
| EOY | $225,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,445,878 | BOYAmt |
| EOY | $75,433,382 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,146,638 | BOYAmt |
| EOY | $114,208,248 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $36,073,318 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,136 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,083,678 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,319,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,031,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,381,386 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,919,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,061,234 | CurrentTaxYearAmt |
| Total | $332,712,419 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,319,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,031,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,381,386 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,919,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,061,234 | CurrentTaxYearAmt |
| Total | $332,712,419 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $139,519,054 | SubstantialContributorsTotAmt |
| Public Support Total170 | $193,193,365 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $243,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,572 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $164,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,145 | CurrentTaxYearAmt |
| Total | $754,399 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $223,149 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $176,669 | CurrentTaxYearAmt |
| Total | $399,818 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $333,866,636 | TotalSupportAmt |
| Public Support CY170 | 0.57870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 18,786. 2017 AMOUNT: $ 62,148. CRQAR REVENUE - 2016 AMOUNT: $ 115,075. 2017 AMOUNT: $ 29,160. GROUP PURCHASING - 2016 AMOUNT: $ 89,288. 2017 AMOUNT: $ 85,361. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $256,362 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,542 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,000 | OtherExpendituresAmt |
| End Year Balance | $243,904 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $252,350 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,012 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $256,362 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $263,351 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,999 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,000 | OtherExpendituresAmt |
| End Year Balance | $252,350 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94750 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05250 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $79,416,590 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,136 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,083,678 | OtherRevenueAmt |
| Revenue Not Reported | $3,081,542 | RevenueNotReportedAmt |
| Revenue Subtotal | $76,335,048 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $76,335,048 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,261,730 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,261,730 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,261,730 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 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. |
| PART X, LINE 2: | CHFT IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAX CODE SECTION 23701D. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT ANY PROVISION FOR INCOME TAXES. IN THE EVENT CHFT HAD A TAX PROVISION THAT WAS UNCERTAIN OF BEING SUSTAINED, CHFT WOULD APPLY THE MINIMUM PROBABILITY THRESHOLD TO DETERMINE WHETHER A FINANCIAL STATEMENT LIABILITY OR BENEFIT SHOULD BE RECOGNIZED. THERE WASNO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET ASSETS RETURNED TO GRANTOR 3,083,678. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BEAR VALLEY COMMUNITY HEALTHCARE DISTRICT | |||||||
| PO BOX 1649 | BIG BEAR LAKE | CA | 923151649 | 330294751 | N/A | $11,475 | TO HELP SUPPORT AND DEVELOP A SUSTAINABLE AND EFFECTIVE SMOKING CESSATION PROGRAM REGARDLESS OF HEALTH INSURANCE STATUS |
| CATALINA ISLAND MEDICAL CENTER | |||||||
| PO BOX 1563 | AVALON | CA | 90704 | 330222508 | 501(C)(3) | $15,000 | TO PROVIDE OPERATIONAL IMPROVEMENTS IN BILLING TO IMPROVE REVENUE AND INCREASE PATIENT SATISFACTION |
| EISENHOWER MEDICAL CENTER OPERATING ACCOUNT | |||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 922703221 | 956130458 | 501(C)(3) | $16,430,571 | TO DEVELOP THE "HEALTH SYSTEM" BY EXPANDING PROGRAMS AND ACCESS TO HEALTHCARE SERVICES |
| HEALDSBURG DISTRICT HOSPITAL | |||||||
| 1375 UNIVERSITY AVE | HEALDSBURG | CA | 95448 | 364483322 | N/A | $15,000 | IMPROVE PRIORITIZED INPATIENT CLINICAL QUALITY INCLUDING IMMUNIZATIONS AND BREAST CANCER SCREENINGS |
| KERN VALLEY HEALTHCARE DISTRICT | |||||||
| PO BOX 1628 | LAKE ISABELLA | CA | 93240 | 956142366 | 501(C)(3) | $11,331 | TO HELP IMPROVE PATIENT SATISFACTION IN COMMUNICATION WITH NURSES, COMMUNICATION ABOUT MEDICINES, AND RESPONSIVENESS OF STAFF |
| MAMMOTH HOSPITAL | |||||||
| PO BOX 660 | MAMMOTH LAKES | CA | 93546 | 202601653 | 501(C)(5) | $10,969 | TO HELP IMPROVE PATIENT UNDERSTANDING OF SELF CARE INSTRUCTIONS, MEDICAL INFORMATION, AND HEALTH LITERACY |
| METHODIST HOSPITAL OF SOCAL | |||||||
| 300 W HUNTINGTON DR | ARCADIA | CA | 91007 | 951643336 | 501(C)(3) | $3,453,880 | TO PROVIDE HEALTH CARE TO UNDER/UNDERINSURED POPULATION AND ALSO PROVIDE COMMUNITY BENEFIT |
| OLYMPIA MEDICAL CENTER | |||||||
| 5900 W OLYMPIC BLVD | LOS ANGELES | CA | 90036 | 300559239 | N/A | $4,384,677 | TO SERVE THE SURROUNDING COMMUNITY, INCLUDING THOSE IN MOST NEED OF CARE SUCH AS INDIGENT PATIENTS, MEDI-CAL PATIENTS, THE UNINSURED AND THE UNDER-INSURED. |
| SAN BERNARDINO MOUNTAINS COMM HOSP | |||||||
| PO BOX 70 | LAKE ARROWHEAD | CA | 92352 | 262201665 | 501(C)(3) | $16,475 | TO HELP BRING MEDI-CAL BILLING IN HOUSE TO CREATE SAVINGS BY HIRING TWO FULL TIME EMPLOYEES |
| SANTA YNEZ VALLEY COTTAGE HOSPITAL | |||||||
| 2050 VIBORG LANE | SOLVANG | CA | 934632295 | 952224265 | 501(C)(3) | $11,250 | TO HELP OBTAIN STROKE READY CERTIFICATION SO PATIENTS DO NOT NEED TO BE DIVERTED IN THE FIELD BY EMS |
| CEDARS-SINAI | |||||||
| 8700 BEBERLY BOULEVARD SUITE 2622 | LOS ANGELES | CA | 900481804 | 951644600 | 501(C)(3) | $6,206,956 | TO PROVIDE CARE TO THE INDIGENT AND COMMUNITY BENEFITS TO THE REGION |
| CHINESE HOSPITAL | |||||||
| 845 JACKSON STREET | SAN FRANCISCO | CA | 941334899 | 940382780 | 501(C)(3) | $851,721 | TO CONTINUE TO PROVIDE CULTURALLY AND LINGUISTICALLY QUALITY CARE AND ACCESS TO THE MONOLINGUAL, LOW INCOME CHINESE POPULATION IN SAN FRANCISCO CITY AND COUNTY AND TO CONTINUE/EXPAND THE UNIQUE COMMUNITY BENEFITS WE HAVE BEEN OFFERING TO THE CHINESE COMMUNITY. |
| COMMUNITY HOSPITAL OF MONTEREY PENINSULA (MONTAGE HEALTH) | |||||||
| 23625 HOLMAN HIGHWAY PO BOX HH | MONTEREY | CA | 93942 | 940760193 | 501(C)(3) | $4,727,733 | TO IMPROVE THE OVERALL HEALTH OF PENINSULA RESIDENTS, IMPROVE ACCESS TO HEALTH SERVICES, AND ADDRESS UNMET HEALTH NEEDS. |
| HENRY MAYO NEWHALL | |||||||
| 23845 MCBEAN PARKWAY | VALENCIA | CA | 913552083 | 953849903 | 501(C)(3) | $2,307,295 | UTILIZED TO FUND MEDICAL LOSSES FROM 1/1/17-12/31/19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | WALKER SULLIVAN FELLOWSHIP AWARD- ROGER SEAVER | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $17,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART 1, LINE 1 | HOSPITAL FEE GRANTEES ARE REQUIRED TO SUBMIT GRANT APPLICATION FORMS TO DESCRIBE THE PURPOSE OF THE GRANT, AND ALSO WRITE UP A NARRATIVE OF HOW GRANT FUNDS WILL BE USED. TO ENABLE THE FOUNDATION TO EVALUATE THE EFFECTIVNESS OF THIS GRANT, THE GRANTEE SHALL SUBMIT TO THE FOUNDATION A WRITTEN REPORT ONE YEAR AFTER THE LAST DISBURSEMENT FROM CHFT TI GRANTEE OCCURS, CHFT SENDS THE REPORT FORM TO GRANTEE AT THE ONE YEAR ANNIVERSARY. THE GRANTEE REPORT WILL CONTAIN THE FOLLOWING: 1) PROGRESS MADE ON ACCOMPLISHING GRANT OBJECTIVES, AND 2) HOW GRANT FUNDS WERE EXPENDED. |
| SCHEDULE I, PART 1, LINE 2: | GRANTEES ARE REQUIRED TO SIGN RECIPIENT AGREEMENTS WHICH DETERMINE THE ALLOWABLE USE OF GRANT FUNDS AND REPORTING REQUIREMENTS. |
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 |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 | $0 | $419,309 | $0 | $350,000 | $0 | $2,873 | $0 | $0 | $0 | $259 | $0 | $772,441 | $0 | $0 |
| C DUANE DAUNER | ||||||||||||||
| PRESIDENT (THRU 10/17) | $0 | $1,121,473 | $0 | $469,489 | $0 | $55,311 | $0 | $18,900 | $0 | $32,842 | $0 | $1,698,015 | $0 | $0 |
| JENNIFER M NEWMAN | ||||||||||||||
| SENIOR VP/ CFO | $0 | $273,396 | $0 | $56,917 | $0 | $1,242 | $0 | $36,900 | $0 | $26,446 | $0 | $394,901 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | CHFT RELIES ON 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 FOR THE OFFICERS OF CHFT IS PAID BY CAHHS AND IS FOR SERVICES PROVIDED TO CAHHS AND CALIFORNIA HOSPITAL ASSOCIATION. |
| PART I, LINE 4B | THE ORGANIZATION MAINTAINS A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. 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. JENNIFER NEWMAN PARTICIPATED IN THE PLAN AND RECEIVED A BENEFIT OF $18,000 FOR THE YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | EACH MEMBER OF THE CALIFORNIA HEALTH FOUNDATION AND TRUST BOARD OF DIRECTORS WAS SENT A COPY OF THE DRAFT 990 BEFORE IT WAS FILED. IN ADDITION, THE AUDIT COMMITTE REVIEWED THE FORM BEFORE IT WAS FINALIZED OR FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL DISCLOSURE MUST BE SIGNED BY OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES AND REPORTED TO THE AUDIT COMMITTEE IF A CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | SEE SCHEDULE J, PART III |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET ASSETS RETURNED TO GRANTOR -3,083,678. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA HOSPITAL ASSOCIATION | |||||||||
| 1215 K STREET SUITE 800 | SACRAMENTO | CA | 95814 | 680343712 | REPRESENT HOSPITAL INTEREST BEFORE LEGISLATORS AND REGULATORS | CA | 501(C)(6) | 0 | |
| CALIFORNIA ASSOCIATION OF HOSPITALS HEALTH | |||||||||
| 1215 K STREET SUITE 800 | SACRAMENTO | CA | 95814 | 941205908 | REPRESENT HOSPITAL INTEREST BEFORE LEGISLATORS AND REGULATORS | CA | 501(C)(6) | Yes (1) | CHA |
| 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments