CALIFORNIA HEALTH FOUNDATION AND TRUST: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA HEALTH FOUNDATION AND TRUST (EIN 94-1498697)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202533169349308838
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-11-12T17:54:33-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12882 PROSPECT PARK DR STE 300AddressLine1Txt
CityRANCHO CORDOVACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95670ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941498697EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA HEALTH FOUNDATION AND TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone9165527629PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 K STREET 700AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER M NEWMANPersonNm
Person TitleCFOPersonTitleTxt
Phone9165527629PhoneNum
Signature2025-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENDY CAMPOSPreparerPersonNm
PTINP00448102PTIN
Phone9165038100PhoneNum
Preparation2025-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCARMELA COYLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 K STREET 700AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$45,957,239GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1956FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSUPPORT ACCESS, RESEARCH, AND EDUCATION IN THE HEALTHCARE FIELDActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$45,211,724PYContributionsGrantsAmt
CY Contributions Grants$45,231,923CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$759,598PYInvestmentIncomeAmt
CY Investment Income$725,316CYInvestmentIncomeAmt
PY Other Revenue$18,172PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$45,989,494PYTotalRevenueAmt
CY Total Revenue$45,957,239CYTotalRevenueAmt
PY Grants And Similar Paid$57,650,483PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$52,966,094CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$56,652PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$100,714CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$194,539PYOtherExpensesAmt
CY Other Expenses$3,817,478CYOtherExpensesAmt
PY Total Expenses$57,901,674PYTotalExpensesAmt
CY Total Expenses$56,884,286CYTotalExpensesAmt
PY Revenues Less Expenses-$11,912,180PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$10,927,047CYRevenuesLessExpensesAmt
Total Assets BOY$148,197,439TotalAssetsBOYAmt
Total Assets EOY$140,241,059TotalAssetsEOYAmt
Total Liabilities BOY$6,176,921TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,145,454TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$142,020,518NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$131,095,605NetAssetsOrFundBalancesEOYAmt
MissionSUPPORT ACCESS, RESEARCH, AND EDUCATION IN THE FIELDS OF HEALTHCARE DELIVERY, FINANCING, AND PATIENT CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$56,323,877ExpenseAmt
Grant$52,792,786GrantAmt
Revenue$0RevenueAmt
Desc2022-2024 HOSPITAL GRANT PROGRAMS: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 $5.2 BILLION OF THE $8.8 BILLION SHORTFALL ANNUALLY IN MEDI-CAL PAYMENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$498,919ExpenseAmt
Grant$173,308GrantAmt
Revenue$0RevenueAmt
DescSUPPORT CRITICAL ACCESS HOSPITALS (CAHS) IN IMPLEMENTING QUALITY IMPROVEMENT ACTIVITIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$56,822,796TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER M NEWMAN CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9165527629PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 K STREET SUITE 700AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CARMELA COYLE
PRESIDENT1.0040.00Yes (X)Yes (X)$0$1,448,077$260,174
KERRY L HEINRICH JD
CHAIR1.002.00Yes (X)Yes (X)$0$0$0
SIRI NELSON
CHAIR-ELECT1.002.00Yes (X)Yes (X)$0$0$0
TODD A SUNTRAPAK
PAST CHAIR1.002.00Yes (X)Yes (X)$0$0$0
JULIE J SPRENGEL
SECRETARY/TREASURER1.002.00Yes (X)Yes (X)$0$0$0
JUDY COFFEY RN
TRUSTEE1.000.00Yes (X)$0$0$0
PETE DELGADO
TRUSTEE1.000.00Yes (X)$0$0$0
KAREN FAULIS
TRUSTEE1.002.00Yes (X)$0$0$0
BRETT MCCLAIN
TRUSTEE1.001.00Yes (X)$0$0$0
KATHLEEN J MCINTIRE CAVS
TRUSTEE1.001.00Yes (X)$0$0$0
LOUIS PELTIER
TRUSTEE1.001.00Yes (X)$0$0$0
PAUL S VIVIANO
TRUSTEE1.001.00Yes (X)$0$0$0
JENNIFER M NEWMAN
CHIEF FINANCIAL OFFICER2.8040.00Yes (X)$0$501,008$66,422
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,949,085TotReportableCompRltdOrgAmt
Total Other Compensation$326,596TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CA ASSN OF HOSPITALS AND HEALTH SYSTEMSBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 K STREET 700AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
ServicesADMINISTRATIVE SERVICESServicesDesc
Compensation$3,659,504CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$498,919GovernmentGrantsAmt
All Other Contributions$44,733,004AllOtherContributionsAmt
Total Contributions$45,231,923TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$725,316TotalRevenueColumnAmt
Exclusion$725,316ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,957,239TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$725,316ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$52,966,094TotalAmt
Program Services$52,966,094ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$84,634TotalAmt
Program Services$84,634ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$16,080TotalAmt
Program Services$16,080ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,514,739TotalAmt
Program Services$3,514,739ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,949TotalAmt
Management And General$4,949ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$33,383TotalAmt
Program Services$1,848ProgramServicesAmt
Management And General$31,535ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$234,557TotalAmt
Program Services$234,557ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$818TotalAmt
Management And General$818ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,844TotalAmt
Program Services$4,844ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$20,791TotalAmt
Management And General$20,791ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBAD DEBT EXPENSEDesc
Total$3,397TotalAmt
Management And General$3,397ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$56,884,286TotalAmt
Program Services$56,822,796ProgramServicesAmt
Management And General$61,490ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$133,381,505BOYAmt
EOY$136,551,187EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,555,644BOYAmt
EOY$3,428,219EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,181BOYAmt
EOY$7,410EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,593BOYAmt
EOY$15,593EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$236,516BOYAmt
EOY$238,650EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$148,197,439BOYAmt
EOY$140,241,059EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$35,740BOYAmt
EOY$3,543,500EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$6,141,181BOYAmt
EOY$5,601,954EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,176,921BOYAmt
EOY$9,145,454EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,738,239BOYAmt
EOY$3,368,180EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$139,282,279BOYAmt
EOY$127,727,425EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$142,020,518BOYAmt
EOY$131,095,605EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$148,197,439BOYAmt
EOY$140,241,059EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$10,927,047ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,134NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,850,891CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,575,395CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,532,895CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,211,724CurrentTaxYearMinus1YearAmt
Current Tax Year$45,231,923CurrentTaxYearAmt
Total$233,402,828TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,850,891CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,575,395CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,532,895CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,211,724CurrentTaxYearMinus1YearAmt
Current Tax Year$45,231,923CurrentTaxYearAmt
Total$233,402,828TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,095,374SubstantialContributorsTotAmt
Public Support Total170$226,307,454PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$249,181CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$117,618CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$173,617CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$759,598CurrentTaxYearMinus1YearAmt
Current Tax Year$725,316CurrentTaxYearAmt
Total$2,025,330TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$74,580CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,550CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,021CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,172CurrentTaxYearMinus1YearAmt
Total$186,323TotalAmt
FieldValueIRS element (for citing)
Total Support$235,614,481TotalSupportAmt
Public Support CY1700.96050PublicSupportCY170Pct
Public Support PY1700.89310PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME CRQAR REVENUE GROUP PURCHASINGExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$45,959,373TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,134NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,134RevenueNotReportedAmt
Revenue Subtotal$45,957,239RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$45,957,239TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$56,884,286TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$56,884,286ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$56,884,286TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationCHFT 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 WERE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
ONE HOAG DRIVENEWPORT BEACHCA92663951643327501(C)(3)$20,357,237$0PRIVATE GRANT PROGRAM 8
CEDARS-SINAI
8700 BEVERLY BOULEVARDLOS ANGELESCA90048951644600501(C)(3)$16,895,228$0PRIVATE GRANT PROGRAM 8
CEDARS-SINAI
8700 BEVERLY BOULEVARDLOS ANGELESCA90048951644600501(C)(3)$11,734,209$0PRIVATE GRANT PROGRAM 7
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
ONE HOAG DRIVENEWPORT BEACHCA92663951643327501(C)(3)$1,328,864$0PRIVATE GRANT PROGRAM 7
HENRY MAYO NEWHALL HOSPITAL
23845 MCBEAN PARKWAYVALENCIACA91355952821104501(C)(3)$1,299,212$0PRIVATE GRANT PROGRAM 7
HENRY MAYO NEWHALL HOSPITAL
23845 MCBEAN PARKWAYVALENCIACA91355952821104501(C)(3)$874,632$0PRIVATE GRANT PROGRAM 8
USC ARCADIA HOSPITAL
1510 SAN PABLO STREET 6TH FLOORLOS ANGELESCA90032951643336501(C)(3)$298,404$0PRIVATE GRANT PROGRAM 7
EASTERN PLUMAS HEALTH CARE
500 1ST AVENUEPORTOLACA96122941741654501(C)(3)$16,500$0CAH FLEX GRANTS
PROVIDENCE ST JOSEPH HEALTH
3344 MICHELSON DRIVE SUITE 100IRVINECA92612811244422501(C)(3)$13,500$0CAH FLEX GRANTS
PLUMAS DISTRICT HOSPITAL
1065 BUCKS LAKE ROADQUINCYCA95971946036992501(C)(3)$12,200$0CAH FLEX GRANTS
GEORGE L MEE MEMORIAL HOSPITAL
300 CANAL STREETKING CITYCA93930941502014501(C)(3)$12,000$0CAH FLEX GRANTS
MAYERS MEMORIAL HOSPITAL DISTRICT
43563 STATE HIGHWAY 299 EASTFALL RIVER MILLSCA960280459941634940501(C)(3)$11,500$0CAH FLEX GRANTS
COMMUNITY MEMORIAL HOSPITAL - OJAI
1306 MARIPOSA HIGHWAYOJAICA930233163201982135501(C)(3)$10,250$0CAH FLEX GRANTS
HEALDSBURG HOSPITAL
1375 UNIVERSITY AVENUEHEALDSBURGCA954483382364483322501(C)(3)$10,000$0CAH FLEX GRANTS
HAZEL HAWKINS MEMORIAL HOSPITAL
911 SUNSET DRIVEHOLLISTERCA95023942497062501(C)(3)$10,000$0CAH FLEX GRANTS
RIDGECREST REGIONAL HOSPITAL
1080 N CHINA LAKE BOULEVARDRIDGECRESTCA935553130952082686501(C)(3)$9,820$0CAH FLEX GRANTS
SOHUM HEALTH
733 CEDAR STREETGARBERVILLECA95542942664285501(C)(3)$6,342$0CAH FLEX GRANTS
FieldValueIRS element (for citing)
Total501c3 Org14Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTEES ARE REQUIRED TO SIGN RECIPIENT AGREEMENTS WHICH DETERMINE THE ALLOWABLE USE OF GRANT FUNDS AND REPORTING REQUIREMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CARMELA COYLE
PRESIDENT$0$1,092,422$0$351,853$0$3,802$0$258,150$0$2,024$0$1,708,251$0$0
JENNIFER M NEWMAN
CHIEF FINANCIAL OFFICER$0$395,263$0$101,943$0$3,802$0$47,150$0$19,272$0$567,430$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3CALIFORNIA HEALTH FOUNDATION AND TRUST (CHFT) 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 FOR THE OFFICERS OF CHFT IS PAID BY CAHHS AND IS FOR SERVICES PROVIDED TO CAHHS AND CALIFORNIA HOSPITAL ASSOCIATION.
PART I, LINE 4BTHE 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 M. NEWMAN PARTICIPATED IN THE PLAN AND RECEIVED A BENEFIT OF $23,000 FOR THE YEAR. CARMELA COYLE HAS A 457(F) PLAN AND A CONTRIBUTION OF $234,000 WAS MADE IN 2024.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION'S SOLE MEMBER IS CALIFORNIA HOSPITAL ASSOCIATION, A CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7ACERTAIN ACTS MUST BE APPROVED BY THE SOLE MEMBER, CALIFORNIA HOSPITAL ASSOCIATION: A. MATERIALLY CHANGING THE PHILOSOPHY, OBJECTIVES AND PURPOSES OF THE CORPORATION; B. ENGAGING IN ANY MERGER, CONSOLIDATION, AFFILIATION, OR DISSOLUTION OF THE CORPORATION; C. ENGAGING IN ANY SALE, LEASE, DISPOSITION OR HYPOTHECATION OF SUBSTANTIALLY ALL OF THE ASSETS OWNED BY THE CORPORATION; D. ADMISSION OF ANY OTHER MEMBERS; E. RELINQUISHING OR ALTERING THE TAX-EXEMPT STATUS OF THE CORPORATION; F. MATERIALLY CHANGING THE CORPORATE STRUCTURE OF THE CORPORATION OR ANY OF ITS COMPONENT PARTS; AND G. AMENDING, RESTATING, OR RESCINDING THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7BTHE SOLE MEMBER, CALIFORNIA HOSPITAL ASSOCIATION ELECTS THE BOARD OF DIRECTORS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE AUDIT COMMITTEE REVIEWED THE FORM 990 BEFORE IT WAS FINALIZED OR FILED. EACH MEMBER OF THE CALIFORNIA HEALTH FOUNDATION AND TRUST BOARD OF DIRECTORS WAS SENT A COPY OF THE DRAFT FORM 990 BEFORE IT WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CALIFORNIA HOSPITAL ASSOCIATION
1215 K STREET SUITE 700SACRAMENTOCA95814680343712LEGISLATIVE AND REGULATORY REPRESENTATION AND ADVOCACYCA501(C)(6)N/A0
CALIFORNIA ASSOCIATION OF HOSPITALS HEALTH SYSTEMS
1215 K STREET SUITE 700SACRAMENTOCA95814941205908LEGISLATIVE AND REGULATORY REPRESENTATION AND ADVOCACYCA501(C)(6)0CALIFORNIA HOSPITAL ASSOCIATION
CALIFORNIA HOSPITALS COMMITTEE ON ISSUES
1127 11TH STREET SUITE 700SACRAMENTOCA95814680148902BALLOT INITIATIVESCA501(C)(6)0CAHHS
CALIFORNIA HOSPITAL ASSOCIATION POLITICAL ACTION COMMITTEE
1215 K STREET SUITE 700SACRAMENTOCA95814942723946POLITICAL ACTION COMMITTEECA527N/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1HEALTH PROPERTY ASSOCIATESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 K STREET SUITE 700AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
EIN680177130EIN
Primary ActivitiesGROUND LEASEPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing PartnerYes (1)GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA HOSPITALS INVESTMENTS & PUBLICATIONS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 K STREET SUITE 700AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
EIN680114819EIN
Primary ActivitiesINACTIVEPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeMTransactionTypeTxt
Involved$3,659,504InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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