CALIFORNIA HEALTH FOUNDATION AND TRUST: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA HEALTH FOUNDATION AND TRUST (EIN 94-1498697)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201513179349309866
- Schema version
- 2014v5.0
- 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 | 2015-11-13T19:22:34-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | SENIOR VP & CFO | PersonTitleTxt |
| Phone | 9165527629 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | C DUANE DAUNER | 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 | $150,114,034 | 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 | $60,116,844 | PYContributionsGrantsAmt |
| CY Contributions Grants | $150,031,462 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $243,797 | PYInvestmentIncomeAmt |
| CY Investment Income | $82,572 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $60,360,641 | PYTotalRevenueAmt |
| CY Total Revenue | $150,114,034 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $86,473,627 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $65,523,727 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,143,740 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $542,217 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,619,315 | PYOtherExpensesAmt |
| CY Other Expenses | $6,445,169 | CYOtherExpensesAmt |
| PY Total Expenses | $92,236,682 | PYTotalExpensesAmt |
| CY Total Expenses | $72,511,113 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$31,876,041 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $77,602,921 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,447,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $192,906,936 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,604,875 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,461,869 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,842,145 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $128,445,067 | 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 | $58,022,739 | ExpenseAmt |
| Grant | $58,022,739 | GrantAmt |
| 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 Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,027,300 | ExpenseAmt |
| Grant | $7,394,953 | GrantAmt |
| Desc | 30 AND 21 MONTH 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 | $655,109 | ExpenseAmt |
| Desc | HOSPITAL PREPAREDNESS PROGRAM:TO PROVIDE SERVICES AND PRODUCTS TO ALL HOSPITALS REGARDING EMERGENCY PREPAREDNESS THROUGH TECHNICAL ASSISTANCE, RELATIONSHIP DEVELOPMENT AND COORDINATION OF HOSPITALS AND HEALTH CARE SYSTEMS WITH LOCAL, REGIONAL AND STATE PLANNING PARTNERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $624,982 | ExpenseAmt |
| Grant | $106,035 | GrantAmt |
| Desc | OTHER PROGRAM SERVICES IN SUPPORT OF MISSION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $624,982 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $106,035 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $72,330,130 | 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 | 0 | 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 | 0 | 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 | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 | 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 (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| MARK R LARET | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL H COVERT | |||||||
| CHAIR-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROGER E SEAVER | |||||||
| PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREGORY A ADAMS | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| C DUANE DAUNER | |||||||
| PRESIDENT/CEO | 1.00 | Yes (X) | Yes (X) | $0 | $1,085,699 | $40,274 | 40.00 |
| MICHAEL HUNN | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES WHIPPLE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANICE IDE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES SAUER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON VAN BOENING | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CORWIN N HARPER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS PELTIER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD E YOCHUM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG LEACH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA STRMSEK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER FRIEDMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOIS M SUDER | |||||||
| EXECUTIVE VP / COO | 1.00 | Yes (X) | $0 | $414,705 | $52,971 | 40.00 | |
| JENNIFER NEWMAN | |||||||
| CFO | 1.00 | Yes (X) | $0 | $234,216 | $42,665 | 40.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,734,620 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $135,910 | 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 |
|---|---|---|---|---|---|
| CA ASSN OF HOSPITALS & HEALTH SYSTEMS | |||||
| 1215 K STREET SUITE 800 | SACRAMENTO | CA | 95814 | PROFESSIONAL SERVICES | $5,405,410 |
| WESTERN HEALTHCARE ALLIANCE | |||||
| PO BOX 2907 | GRAND JUNCTION | CO | 81502 | PROFESSIONAL SERVICES | $398,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $154,000 | MembershipDuesAmt |
| Government Grants | $965,870 | GovernmentGrantsAmt |
| All Other Contributions | $148,911,592 | AllOtherContributionsAmt |
| Total Contributions | $150,031,462 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,572 | TotalRevenueColumnAmt |
| Exclusion | $82,572 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150,114,034 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $82,572 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,523,727 | TotalAmt |
| Program Services | $65,523,727 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,263 | TotalAmt |
| Program Services | $362,655 | ProgramServicesAmt |
| Management And General | $74,608 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,151 | TotalAmt |
| Program Services | $19,201 | ProgramServicesAmt |
| Management And General | $3,950 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,249 | TotalAmt |
| Program Services | $43,335 | ProgramServicesAmt |
| Management And General | $8,914 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,554 | TotalAmt |
| Program Services | $24,511 | ProgramServicesAmt |
| Management And General | $5,043 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,233,507 | TotalAmt |
| Program Services | $1,233,507 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,448 | TotalAmt |
| Management And General | $58,448 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,476 | TotalAmt |
| Management And General | $15,476 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,500 | TotalAmt |
| Management And General | $3,500 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,055 | TotalAmt |
| Program Services | $61,055 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,593 | TotalAmt |
| Program Services | $162,593 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,044 | TotalAmt |
| Management And General | $11,044 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HOSPITAL ADMIN FEE | Desc |
| Total | $4,389,578 | TotalAmt |
| Program Services | $4,389,578 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,968 | TotalAmt |
| Program Services | $509,968 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,511,113 | TotalAmt |
| Program Services | $72,330,130 | ProgramServicesAmt |
| Management And General | $180,983 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,095,624 | BOYAmt |
| EOY | $42,808,497 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,952,183 | BOYAmt |
| EOY | $149,297,650 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,189,951 | BOYAmt |
| EOY | $70,442 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,262 | BOYAmt |
| EOY | $5,347 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $725,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,447,020 | BOYAmt |
| EOY | $192,906,936 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $552,005 | BOYAmt |
| EOY | $87,070 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $64,374,799 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,052,870 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,604,875 | BOYAmt |
| EOY | $64,461,869 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,137 | BOYAmt |
| EOY | $699,420 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,070,008 | BOYAmt |
| EOY | $127,520,647 | 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 | $50,842,145 | BOYAmt |
| EOY | $128,445,067 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,447,020 | BOYAmt |
| EOY | $192,906,936 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $77,602,921 | ReconcilationRevenueExpnssAmt |
| 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) |
|---|---|---|
| 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 | $131,605,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,012,799 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $206,445,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,116,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,031,462 | CurrentTaxYearAmt |
| Total | $602,212,018 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $131,605,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,012,799 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $206,445,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,116,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,031,462 | CurrentTaxYearAmt |
| Total | $602,212,018 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,234,718 | SubstantialContributorsTotAmt |
| Public Support Total170 | $587,977,300 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $243,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,572 | CurrentTaxYearAmt |
| Total | $357,564 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $602,569,582 | TotalSupportAmt |
| Public Support CY170 | 0.97580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98660 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $257,317 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,034 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $263,351 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $248,333 | BeginningYearBalanceAmt |
| Contributions | $20,493 | ContributionsAmt |
| Investment Earnings Or Losses | $5,491 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,000 | OtherExpendituresAmt |
| End Year Balance | $257,317 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $241,823 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,510 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $248,333 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.87770 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12230 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $150,114,034 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $150,114,034 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $150,114,034 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $72,511,113 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $72,511,113 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $72,511,113 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FUNDS ARE USED FOR THE WALKER/SULLIVAN ENDOWMENT WHICH FUNDS GRANTS TO STUDY HEALTHCARE OPERATIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MERCY MEDICAL CENTER MT SHASTA | |||||||
| 914 PINE STREET | MOUNT SHASTA | CA | 96067 | 941196203 | 501 (C) (3) | $20,000 | GENERAL SUPPORT |
| GLENN MEDICAL CENTER | |||||||
| 1133 WEST SYCAMORE STREET | WILLOWS | CA | 95988 | 680000503 | 501 (C) (3) | $6,000 | GENERAL SUPPORT |
| CATALINA ISLAND MEDICAL CENTER | |||||||
| PO BOX 1563 | AVALON | CA | 90704 | 330222508 | 501 (C) (3) | $9,000 | GENERAL SUPPORT |
| RIDGECREST REGIONAL HOSPITAL | |||||||
| 1081 NORTH CHINA LAKE BOULEVARD | RIDGECREST | CA | 93555 | 952082686 | 501 (C) (3) | $21,000 | GENERAL SUPPORT |
| TEHACHAPI VALLEY HEALTHCARE | |||||||
| 115 WEST E STREET | TEHACHAPI | CA | 93561 | 952563734 | 115 | $13,500 | GENERAL SUPPORT |
| CFHS HOLDINGS INC | |||||||
| 4650 LINCOLN BOULEVARD | MARINA DEL REY | CA | 90292 | 201645949 | N/A | $3,857,731 | PROVIDES UNCOMPENSATED PATIENT CARE, PATIENT SAFETY CAPITAL NEEDS AND EMERGENCY SERVICES CAPITAL NEEDS. |
| COLORADO RIVER MEDICAL CENTER | |||||||
| 1401 BAILEY AVENUE | NEEDLES | CA | 92363 | 621694530 | N/A | $5,000 | GENERAL SUPPORT |
| DOCTORS HOSPITAL OF WEST COVINA INC | |||||||
| 11661 SAN VINCENTE BOULEVARD | LOS ANGELES | CA | 90049 | 954236723 | N/A | $45,019 | UTILIZE FUNDS TO ALLOCATE APPROPRIATE MONIES TO THE DAILY OPERATION OF THE HOSPITAL TO ENSURE THE COMMITMENT TO PROVIDING HIGH-QUALITY PATIENT CARE. |
| HMNMH CONCENTRATION ACCOUNT | |||||||
| 23845 MCBEAN PARKWAY | VALENCIA | CA | 91355 | 952821104 | 501 (C) (3) | $5,241,079 | UTILIZED TO FUND MEDICAL LOSSES FROM 1/1/14-12/31/16 |
| DOWNEY REGIONAL MEDICAL CENTER | |||||||
| 11500 BROOKSHIRE AVENUE | DOWNEY | CA | 90241 | 951903935 | 501 (C) (3) | $122,056 | WOULD ALLOW DRMC TO CONTINE TO OFFER SERVICES TO THE COMMUNITY WITHOUT SPRIPPING THEM DOWN SIGNIFICANTLY. |
| JOHN MUIR HEALTH | |||||||
| 1400 TREAT BOULEVARD | WALNUT CREEK | CA | 94597 | 941461843 | 501 (C) (3) | $15,660,908 | TO FUND VARIOUS COMMUNITY BENEFITS EXPENDIUTES MADE BY JOHN MUIR HEALTH TO SUPPORT THE HEALTH OF THE COMMUNITIES THEY SERVE. |
| EISENHOWER MEDICAL CENTER OPERATING ACCOUNT | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | 956130458 | 501 (C) (3) | $18,429,150 | TO DEVELOP THE "HEALTH SYSTEM" BY EXPANDING PROGRAMS AND ACCRSS TO HEALTH CARE SERVCES. ALSO HEALTH EDUCATION, PROMOTION AND WELLNESS. |
| KAISER FOUNDATION HOSPITALS | |||||||
| 1950 FRANKLIN STREET 6TH FLOOR | OAKLAND | CA | 94612 | 941105628 | 501 (C) (3) | $2,731,507 | TO PROVIDE VARIOUS CAPITAL AN OPERATING EXPENSES ASOCIATED WITH CLINICAL PROGRAMS, INFORMATION SYSTEMS, SERVICES EXPANSION AND POPULATION WELLNESS. |
| OLYMPIA MEDICAL CENTER | |||||||
| 5900 WEST OLYMPIC BOULEVARD | LOS ANGELES | CA | 90036 | 421643090 | N/A | $8,890,489 | ASSIST IN ITS ON-GOING MISSION TO SERVE OUR SURROUNDING COMMUNITY, INCLUDING THOSE IN MOST NEED OF CARE. PATIENTS WHO ARE INDIGNET AND THOSE ON MEDI-CAL, AS WELL AS UNINSURED AND UNDER-INSURED PATIENT. |
| SAINT JOHN'S HEALTH CENTER | |||||||
| 2121 SANTA MONICA BOULEVARD | SANTA MONICA | CA | 90404 | 951684082 | 501 (C) (3) | $2,958,058 | TO CONTINUE TO FUND PROGRAMS AND OTHER COMMUNITY PROGRAMS FOR OUR UNDERSERVED,ELDERLY, AND HOMELESS POPULATIONS, IN ADDTION TO SERVICES FOR THE BROADER COMMUNITY INCLUDING HEALTH RESEARCH, EDUCATION AND TRAINING PROGRAMS. |
| VALLEYCARE HEALTH SYSTEM | |||||||
| 1111 E STANLEY BOULEVARD | LIVERMORE | CA | 94550 | 941429628 | 501 (C) (3) | $3,388,495 | TO PROVIDE CONTINUAL ACCESS TO OUR COMMUNITY OF OUR SERVICES WITH RESTRICTION AND WITHOUT CONSIDERATION OF THE PATIENTS ABILITY TO PAY. |
| SOUTHERN HUMBOLDT COMMUNITY | |||||||
| 733 CEDAR STREET | GARGERVILLE | CA | 95542 | 942664285 | 115 | $11,000 | GENERAL SUPPORT |
| SURPRISE VALLEY HEALTH CARE DISTRICT | |||||||
| 741 NORTH MAIN STREET | CEDARVILLE | CA | 96104 | 680008034 | 115 | $13,000 | GENERAL SUPPORT |
| METHODIST HOSPITAL OF SOUTHERN CA | |||||||
| 300 W HUNTINGTON | ARCADIA | CA | 91007 | 951643336 | 501 (C) (3) | $2,359,037 | TO PROVIDE HEALTH CARE TO UNDER/UNISURED POPULATION AND ALSO PROVIDE COMMUNITY BENEFIT EDUCATION , PREVENTATIVE SCREENINGS AND IMMUNIZATION. |
| TORRANCE MEMORIAL MEDICAL CENTER | |||||||
| 3330 LOMITA BOULEVARD | LOS ANGELES | CA | 90505 | 951644042 | 501 (C) (3) | $6,037,361 | TO HELP SUPPORT ON GOING CHARITY CARE EFFORS AND COMMUNTIY HEALTH EDUCATION EFFORTS. |
| MIRACLE MILE MEDICAL CENTER | |||||||
| 6000 SAN VICENTE BOULEVARD | LOS ANGELES | CA | 90036 | 954700640 | 501 (C) (3) | $357,646 | UTILIZED TO FUND MEDICAL LOSSES FROM 1/1/14-12/31/16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
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 GRANTS FUNDS WILL BE USED. TO ENABLE THE FOUNDATION TO EVALUATE THE EFFECTIVENESS OF THIS GRANT, THE GRANTEE SHALL SUBMIT TO THE FOUNDATION A WRITTEN REPORT ONE YEAR AFTER THE LAST DISBURSEMENT FROM CHFT TO 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| C DUANE DAUNER | ||||||||||||||
| PRESIDENT/CEO | $0 | $793,145 | $0 | $236,677 | $0 | $55,877 | $0 | $18,200 | $0 | $22,074 | $0 | $1,125,973 | $0 | $0 |
| LOIS M SUDER | ||||||||||||||
| EXECUTIVE VP / COO | $0 | $350,163 | $0 | $60,000 | $0 | $4,542 | $0 | $28,200 | $0 | $24,771 | $0 | $467,676 | $0 | $0 |
| JENNIFER NEWMAN | ||||||||||||||
| CFO | $0 | $209,977 | $0 | $23,184 | $0 | $1,055 | $0 | $16,816 | $0 | $25,849 | $0 | $276,881 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | CHA RELIES ON CAHHS, A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE CEO AND OFFICERS. CAHHS UTILIZES THE FOLLOWING METHODS IN ESTABLISHING COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. THE COMPENSATION REPORTED FOR THE OFFICERS OF CHFT IS PAID BY CAHHS AND IS FOR SERVICES PROVIDED TO CAHHS AND CALIFORNIA HOSPITAL ASSOCIATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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 COMMITTEE REVIEWED AND APPROVED 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. |
| TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTS | PURSUANT TO THE SMALL BUSINESS EXCEPTION UNDER SECTION 10.11(6)(B)(III) OF REVENUE PROCEDURE 2015-20, THE TAXPAYER IS CHANGING TO ADOPT THE FINAL TANGIBLE PROPERTY REGULATIONS PROSPECTIVELY WITH ITS TAX YEAR BEGINNING JANUARY 1, 2014, AND WITHOUT FILING A FORM 3115. TAXPAYER HEREBY MAKES THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREASURY REGULATION 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIRS AND MAINTENANCE COSTS UNDER TREASURY REGULATION 1.263(A)-1(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURE ON ITS BOOKS AND RECORDS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA HOSPITAL ASSOCIATION | |||||||||
| 1215 K STREET SUITE 800 | SACRAMENTO | CA | 95814 | REPRESENT HOSPITAL INTEREST BEFORE LEGISLATORS AND REGULATORS | CA | 501(C)(6) | CHA | 0 | |
| CALIFORNIA ASSOCIATION OF HOSPITALS HEALTH SYSTEMS | |||||||||
| 1215 K STREET SUITE 800 | SACRAMENTO | CA | 95814 | REPRESENT HOSPITAL INTEREST BEFORE LEGISLATORS AND REGULATORS | CA | 501(C)(6) | 0 | N/A | |
| 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 |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS | ||
| M | $4,437,061 | ACTUAL |
| CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS | ||
| P | $1,003,795 | ACTUAL |
Comments