2025-04-16T02:04:10-00:00 2024-06-30 430765316 RubinBrown LLP 7676 Forsyth Blvd Ste 2100 Saint Louis MO 63105 990 2023-07-01 430653271 Catholic Health Association of the United States CATH 3144272500 4455 Woodson Road Saint Louis MO 631343701 Sr Mary Haddad President Chief Executive Officer 3144272500 2025-04-16 true Mindy G Krueger P01290370 3142903300 2025-04-16 2023 2025-03-06 01:10:19Z Sr Mary Haddad 4455 Woodson Road Saint Louis MO 63134 56644826 false 0928 X www.chausa.org X 1915 MO CHAs mission is to advance the Catholic health ministry of the United States in caring for people and communities. 22 21 79 21 30667 25500 0 22516623 25776443 2068878 2197674 23593 22043 24634594 27996160 0 0 15627397 16035551 0 81896 7250143 10439687 22877540 26475238 1757054 1520922 66700964 70383473 9660064 9816389 57040900 60567084 X CHAs mission is to advance the Catholic health ministry of the United States in caring for people and communities. Inspired by the Gospel and grounded in our beliefs and values, together with the ministry, we will empower bold change to elevate human flourishing. false false 12111457 18581734 Educational programs, services, and resources to enhance Catholic health ministry CHA provided 20 virtual programs and events with 3,521 ministry and other attendees and 20 in-person programs and events with 1,473 ministry and other attendees. Programs and resources included Annual Catholic Health Assembly - this educational program is the largest annual gathering of Catholic health care leaders across the United States. At the assembly, attendees explore Catholic health cares call to bring Gods healing to the world by participating in educational sessions, celebration of achievements, knowledge sharing about innovative programs in communities, and recommitting to the mission. Mission Integration - educational programs and webinars to help Catholic hospitals and other Catholic providers sustain their commitment to the ideals, values and vision of health care as a ministry to persons in need. Ethics - Often, difficult situations arise in the health care setting continued on Schedule O 4941172 7186085 Issue Education, Community Benefit Collaboration and Advocacy In accordance with Catholic social teaching and informed by Catholic values, CHA educates on policy issues impacting the most vulnerable, in our society. In addition, consistent with the requirements/guidelines of Section 501c3 of the Internal Revenue Code and related regulations, CHA works to shape the impact of federal legislation and policies to strengthen the viability of the Catholic health ministry and to create a just and compassionate health care system for everyone. To enhance the ministrys work in reaching out to our communities, as well as to help the ministry to have a better understanding of the IRS community benefit standard, CHA developed a variety of educational resources and programs, open to its members and others. CHAs efforts in the areas of advocacy, issue education and community benefit included 12 virtual programs with 2,182 ministry and other attendees and 4 in-person programs with 166 ministry and other attendees that covered a range of issues, including continued on Schedule O 17052629 true false false true false false false false false false true true false true true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 75 0 79 true true true false false false false false false false false false false false X 22 21 true false false false true true true true true false false true true true true true true true true false X X Kevin J Prior CPA CFA 3144272500 4455 Woodson Road Saint Louis MO 63134 Sisters of Mercy for Sr Haddad President CEO 045.00 X X 1483583 0 16977 Loren Chandler CPA FACHE Chief Operations Financial Officer/Corp. Treasurer 045.00 X 595768 0 82437 Catherine A Hurley Esq VP General Counsel, Corporate Secretary 045.00 X 574077 0 47020 Brian Reardon VP, Communications Marketing 045.00 X 483272 0 81393 Lisa A Smith VP, Advocacy and Public Policy 045.00 X 425262 0 80151 Diarmuid Rooney VP, Sponsorship Mission Services 045.00 X 395692 0 57330 Julie Trocchio Senior Dir., Comm. Ben.Cont. Care 045.00 X 270058 0 65124 Dennis Gonzales PhD Senior Dir., Mission Integration Innovation 045.00 X 257867 0 60712 Brian M Kane PhD Senior Director, Ethics 045.00 X 254769 0 60117 Kathleen A Curran Senior Director, Public Policy 045.00 X 265012 0 46647 M Laurie Cammisa Chief of Staff 045.00 X 249132 0 28459 Damond W Boatwright FACHE Board Chairperson 005.00 X X 0 0 0 Laura S Kaiser BS MBA MHA FACHE Assembly Speaker 003.00 X X 0 0 0 Joseph R Impicciche JD MHA Board Vice Chairperson 003.00 X X 0 0 0 John A Capasso MHSA NHA Trustee 002.00 X 0 0 0 Rev Joseph P Cardone PhD Trustee 002.00 X 0 0 0 Sr Patricia Codey SC Esq Trustee 002.00 X 0 0 0 Eduardo Conrado Trustee 002.00 X 0 0 0 Elizabeth Dunne BS MS Trustee 002.00 X 0 0 0 Most Rev Paul D Etienne DD STL Trustee 002.00 X 0 0 0 Sr Sharon Euart RSM JCD Trustee 002.00 X 0 0 0 Marijka Grey MD MBA FACP Trustee 002.00 X 0 0 0 Orest Holubec Trustee 002.00 X 0 0 0 Lydia W Jumonville CPA Trustee 002.00 X 0 0 0 Joseph Gage JD Trustee 002.00 X 0 0 0 Cheryl Matejka CPA MBA Trustee 002.00 X 0 0 0 Shelly L Schlenker MHA Trustee 002.00 X 0 0 0 Lawrence P Schumacher RN MSN FAAN Trustee 002.00 X 0 0 0 Bob Sutton Trustee 002.00 X 0 0 0 Fahad Tahir MAS MBA FACHE Trustee 002.00 X 0 0 0 Tina M Weatherwax-Grant JD Trustee 002.00 X 0 0 0 Kimberly K Webb JD SPHR Trustee 002.00 X 0 0 0 5254492 626367 38 false true false Brado Cuneo Nollau LLC 4565 McRee Ave Ste 110 Saint Louis MO 63110 Strategic Media Campaign 1070820 Kindle Communications 600 W Fulton Ave Ste 410 Chicago IL 60661 Assembly Stage/Production 509516 Manatt Phelps & Phillips LLP 2049 Century Prk E St 1700 Los Angeles CA 90067 Consulting 204900 Cornerstone Government 800 Main Ave SW 7th Floor Washington DC 20024 Consulting 180019 Toky Branding Design 3141 Locust St Ste 100 Saint Louis MO 63103 Design Services 193084 10 Education Resources 611710 1336408 1336408 Information Vehicles 541800 33098 2431 30667 Membership Dues 900099 24406937 24406937 25776443 1991485 1991485 28854855 28648666 206189 206189 206189 16749 16749 16749 5294 5294 5294 27996160 25767819 30667 2197674 0 0 0 0 6733949 4159961 2555510 18478 0 5290961 3268541 2007901 14519 1448216 915152 528888 4176 1857824 1173991 678477 5356 704601 451507 251112 1982 0 40843 40843 72175 72175 473096 473096 244644 244644 807942 537831 267445 2666 1447345 1442950 4395 1125760 409552 715933 275 945940 329785 616155 3757 3757 856703 596550 260153 762672 293614 468150 908 0 2579661 2534810 15710 29141 0 0 370251 370251 247366 247366 Contributions, Coalitions Memberships 289186 289186 Print Video Production Costs 172346 172346 0 26475238 17052629 9340713 81896 536220 1399371 13364081 15147766 131510 401153 377153 330539 7955665 6003090 2298987 1952575 15453069 20823152 30022025 26241705 4517919 4087212 66700964 70383473 3618574 4190726 52870 158300 5988620 5467363 9660064 9816389 X 56816385 60410069 224515 157015 57040900 60567084 66700964 70383473 1520922 2005262 X false true X true false X X 2 US Catholic Church 530196617 3 true 0 0 US Catholic Health Ministry 530196617 1 true 0 17052629 2 17052629 false false false false true true true false false false false false false false false false false false true false Part I Section A Line 12 The Roman Catholic Church, Catholic Hospitals, Catholic Long Term Care Facilities and other Catholic Health related entities listed in the Official Catholic Directory group ruling exemption 0928. Part IV Section A Line 1 CHAs supported organizations are outlined by type/class in CHAs Bylaws. Part IV Section A Line 5a-c The classes of supported organizations did not change from FY2023 to FY2024, but the individual members of those classes change each year based on merger and acquisition activity, new members who join, and existing members who cease to be members. CHA maintains detailed records or all additions and removals from membership. 22818 662391 685209 25687205 26372414 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 858190 871240 955959 685209 3370598 250000 250000 250000 250000 1000000 1500000 40590 21676 22055 22818 107139 false 183067 183067 3836612 3320759 515853 966421 288182 678239 2969565 2394149 575416 1952575 Financial derivatives and other financial products Closely-held equity interests Commingled Funds 22310953 F Real Estate Investment Fund 3930752 F 26241705 Right of Use Asset 4087212 4087212 Federal income taxes Long-term Portion of Lease Liability 4913479 Current Portion of Lease Liability 553884 5467363 X 29756778 2005262 2005262 27751516 244644 244644 27996160 26230594 26230594 244644 244644 26475238 XI 2d Net assets released from purpose restrictions X 2 ASC 740 does not require tax exempt entities to address uncertain tax positions in the footnotes to their financial statements unless a potentially material liability could exist related to such a position. As management believes that no such material liabilities exist, there is no disclosure in the Catholic Health Association financial statements relating to uncertain tax positions. X X true true X X X X X X true false false false false false false true false Sisters of Mercy for Sr Haddad President CEO 874085 403789 205709 16977 1500560 Catherine A Hurley Esq VP General Counsel, Corporate Secretary 417294 115654 41129 43680 3340 621097 Loren Chandler CPA FACHE Chief Operations Financial Officer/Corp. Treasurer 433006 115723 47039 43680 38757 678205 Lisa A Smith VP, Advocacy and Public Policy 315553 87457 22252 43680 36471 505413 Brian Reardon VP, Communications Marketing 356017 95147 32108 43680 37713 564665 Diarmuid Rooney VP, Sponsorship Mission Services 301908 76875 16909 43680 13650 453022 Kathleen A Curran Senior Director, Public Policy 252336 7493 5183 32600 14047 311659 Brian M Kane PhD Senior Director, Ethics 242869 7212 4688 31061 29056 314886 Julie Trocchio Senior Dir., Comm. Ben.Cont. Care 252336 7493 10229 32600 32524 335182 M Laurie Cammisa Chief of Staff 173317 75815 27710 749 277591 Dennis Gonzales PhD Senior Dir., Mission Integration Innovation 246814 7329 3724 31703 29009 318579 Part I Line 1a All CHA employees receive tax indemnification on a de minimis cash gift that is received at Christmas. Additionally, new employees who must relocate generally receive tax indemnification with respect to CHA-covered relocation expenses. Finally, employees typically receive tax indemnification in connection with employee achievement awards periodically given that recognize significant service milestones and/or retirement from the organization. Members of senior management have the following benefits available to them. All of these benefits are included as taxable fringe benefits to the respective employees Form W-2, except for exempt members of religious orders Auto Allowance - Members of senior management who are not members of religious orders receive a monthly auto allowance. CHA provides cars to be used by the members of senior management who are members of religious orders. Mobile Phone - The President and CEO has an association-issued mobile phone. Internet Access - The President and CEO has an association-funded internet subscription so that she has internet access 24/7 at her residence for CHA purposes. Platinum American Express Card or Airline Club - Members of senior management and other employees who travel more than 24 trips per year may be reimbursed for the annual fee for a Platinum Corporate American Express card or one airline club. Due to her very high level of travel for CHA, the President and CEO is eligible for two club memberships. Staff required to be immediately accessible may receive a one-time 100 allowance towards the purchase of a mobile phone and 40 monthly allowance towards the cost of the monthly service plan. Part I Line 3 Process for determining executive compensation As noted on Schedule J, Part III, CHAs Executive Committee of the Board serves as CHAs compensation committee. It determines the compensation for the President and CEO and conducts excess benefit reviews for all executive compensation arrangements using appropriate benchmark data provided by a third-party compensation consultant including the consultants own proprietary data, public data/990s, and third-party compensation surveys. The Executive Committees compensation determinations for the President and CEO are subject to review by the Board. CHA follows the steps required to meet the rebuttable presumption. Part I Line 7 Non Fixed Payments. Members of senior management are eligible to receive incentive bonuses based on their predetermined goals and objectives. The Executive Committee determines the amount payable as a bonus to the President and CEO under the process described in response to question 15a in Part VI-B of the Form 990. In addition, the President and CEO determines the amount of such bonuses to be paid to the other members of senior management, subject to excess benefit review by the Executive Committee. Payment of any bonuses under this program is not guaranteed. Part II Column B Amounts listed as payments to Sr. Haddad in columns Bi, Bii and Biii, except for certain fringe benefits included in column Biii, represent payments made to the Religious Sisters of Mercy, her religious order. Part I Line 4a M. Laurie Cammisa, 72,500. Form 990, Part III, Line 4a about how to live out our Catholic faith and value commitments in concrete situations. Through consultations, and educational programs and resources, the ethics function seeks to aid its members in navigating the many complex ethical realities in health care today. Sponsorship - programs, services and resources to help sponsors and potential sponsors of Catholic healthcare live out and better understand their roles with regard to promoting and assuring Jesus healing mission by guiding and overseeing a specific institutional ministry in a formal and public way. Leadership Formation - provided programs and educational resources to assist ministry leaders in creating and stewarding organizational cultures that incarnate Jesus healing so that, through their leadership, CHA member organizations will Help patients and families experience the healing presence of God Provide employees and staff the space to experience and participate in healing encounters and Improve the health of the communities they serve by working strategically to clarify and address the needs and assets of the community with special attention to those who are poor, vulnerable and underserved. Ministry Identity Assessment Programs - In collaboration with the ministry, CHA expanded its Ministry Identity Assessment tools and developed an online interactive tool for completing assessments. Included in the in-person meeting counts above reflect 15 Assessments with 824 participants. Form 990, Part III, Line 4b grassroots advocacy, health reform, community benefit, immigration and human trafficking, global health and environmental responsibility. Print and online information includes the ministrys advocacy agenda issue briefs and background/technical information on key issues. CHA also collaborates with national organizations to educate the public and policy makers on issues important to the ministry. Elder and Continuing Care - provided a variety of resources in order to help members respond compassionately to the needs of aged and chronically ill persons. Global Health, including international outreach - Facilitated the providing of expertise to healthcare organizations in developing countries and worked to coordinate supply recovery/distribution efforts across the Catholic health ministry. Finally, CHA continued the We are Called Initiative and pledge seeking to Confront Racism by Achieving Health Equity. Form 990, Part IV, Section A, Line 2 Joseph Impicciche, Eduardo Conrado and Fahid Tahir have a business relationship. Form 990, Part VI, Section A, Line 7B Routine decisions made by the Board of Trustees are not subject to approval by CHAs members. Members elect trustees and new officers as recommended by the Boards Governance Committee, approve changes to CHAs bylaws, and periodically approve a resolution outlining parameters within which the Board of Trustees sets the applicable membership dues rate. Form 990, Part VI, Section B, Line 11 Process of Reviewing Form 990 The Associations Finance Staff prepare a draft of the Form 990 and 990T which are then reviewed by several members of senior management, including the President and CEO and the VP, General Counsel. The drafts are also reviewed by CHAs independent tax accountants. Prior to filing, a final draft of the Form 990 and 990T is presented to the Audit and Compliance Committee for review and approval and then to the Board for review and acceptance. Form 990, Part VI, Section B, Line 12C Process of monitoring and enforcing CHAs conflict of interest policy CHA monitors its conflict of interest policy via an annual questionnaire provided to all Board members, senior management and certain financial personnel Covered Persons. Covered Persons are required to disclose in writing any potential conflicts of interest or to attest that such conflicts exist and are required to update the information promptly during the year if any new potential conflicts arise. The information from the questionnaire is reviewed by the Board Chairperson, the President and the General Counsel to determine if there are any potential conflicts of interest to be addressed. In addition, all Covered Persons have an obligation to report any situation that they believe to be a violation of the conflict of interest policy. If a conflict of interest is identified, the Covered Person with the conflict is prohibited from voting or otherwise using his or her personal influence to affect the outcome of any Board or other CHA matter and shall leave the meeting during any deliberations until voting on the matter has been completed. A Covered Persons failure to follow the conflict of interest policy can subject him/her to consequences ranging from exclusion from voting on certain issues to suspension or removal from office, as well as any other legal or equitable remedies that may be available. Form 990, Part VI, Section B, Line 15B Process for determining executive compensation As noted on Schedule J, Part III, CHAs Executive Committee of the Board serves as CHAs compensation committee. It determines the compensation for the President and CEO and conducts excess benefit reviews for all executive compensation arrangements using appropriate benchmark data provided by a third-party compensation consultant including the consultants own proprietary data, public data/990s, and third-party compensation surveys. The Executive Committees compensation determinations for the President and CEO are subject to review by the Board. CHA follows the steps required to meet the rebuttable presumption. Form 990, Part VI, Section C, Line 19 The following documents are made available via CHAs website, www.chausa.org Form 990 and 990T for the preceding three years CHAs governing documents - Articles of Association, Bylaws, and Administrative Regulations and the Annual Group Ruling Letter that establishes CHAs tax exempt status in lieu of Form 1023. All of these documents are also available upon request.