CALIFORNIA ASSN OF HOSPITALS & HEALTH SYSTEMS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA ASSN OF HOSPITALS & HEALTH SYSTEMS (EIN 94-1205908)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443199349318529
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T20:17:02-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941205908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ASSOCIATION OF HOSPITALS AND | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH SYSTEMS | BusinessNameLine2Txt |
| 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 700 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER M NEWMAN | PersonNm |
| Person Title | SVP/CFO | PersonTitleTxt |
| Phone | 9165527629 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARMELA COYLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 K STREET 700 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,747,917 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | EDUCATION AND REPRESENTATION BEFORE LEGISLATIVE AND REGULATORY BODIES FOR MEMBER HOSPITALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 195 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,566,701 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,663,335 | CYProgramServiceRevenueAmt |
| PY Investment Income | $552,304 | PYInvestmentIncomeAmt |
| CY Investment Income | $693,248 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,105,662 | PYOtherRevenueAmt |
| CY Other Revenue | $2,098,754 | CYOtherRevenueAmt |
| PY Total Revenue | $31,224,667 | PYTotalRevenueAmt |
| CY Total Revenue | $33,455,337 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,406,710 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,547,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,643,640 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,068,180 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,021,723 | PYOtherExpensesAmt |
| CY Other Expenses | $13,191,399 | CYOtherExpensesAmt |
| PY Total Expenses | $30,072,073 | PYTotalExpensesAmt |
| CY Total Expenses | $32,806,579 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,152,594 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $648,758 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $117,574,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,450,656 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,119,651 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,280,088 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,455,261 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,170,568 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MEMBERSHIP ORGANIZATION PROVIDING SERVICES TO MEMBER HOSPITALS INCLUDING EDUCATION AND REPRESENTATION BEFORE LEGISLATIVE AND REGULATORY BODIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | DEVELOP AND IMPLEMENT PUBLIC POLICY IN THE LEGISLATIVE AND REGULATORY ARENA FOR HOSPITALS AND HEALTH SYSTEMS. EDUCATE HOSPITALS AND HEALTH SYSTEMS ON REGULATORY AND LEGISLATIVE ACTIONS THROUGH PUBLICATIONS, SEMINARS, VOLUNTEER PROGRAMS, AND OTHER CONTACTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACTING AS AN INTERMEDIARY BETWEEN HOSPITALS AND OTHER HEALTHCARE EMPLOYERS AND THE STATE OF CALIFORNIA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 195 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | 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 M NEWMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9165527629 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 K STREET SUITE 700 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CARMELA COYLE | |||||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | 37.20 | 2.80 | Yes (X) | Yes (X) | $1,384,050 | $0 | $24,998 | ||
| TODD A SUNTRAPAK | |||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KERRY L HEINRICH JD | |||||||||
| CHAIR-ELECT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SIRI NELSON | |||||||||
| SECRETARY/TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELAINE BATCHLOR MD MPH | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETE DELGADO | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN FAULIS | |||||||||
| TRUSTEE (AS OF 10/23) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRETT MCCLAIN | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN J MCINTIRE CAVS | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRADLEY NEET | |||||||||
| TRUSTEE (THRU 09/23) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS PELTIER | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER M NEWMAN | |||||||||
| SVP/CHIEF FINANCIAL OFFICER | 37.20 | 2.80 | Yes (X) | $468,846 | $0 | $62,809 | |||
| ANNE N O'ROURKE | |||||||||
| SVP/FEDERAL RELATIONS & ADVOCACY | 37.20 | 2.80 | $526,739 | $0 | $80,854 | Yes (X) | |||
| DIETMAR GRELLMAN | |||||||||
| SVP/POLICY | 37.20 | 2.80 | $498,982 | $0 | $76,416 | Yes (X) | |||
| KATHRYN SCOTT | |||||||||
| SVP/STATE RELATIONS & ADVOCACY | 37.20 | 2.80 | $526,923 | $0 | $47,498 | Yes (X) | |||
| JULIE A REPPAS | |||||||||
| SVP/OPERATIONS & HR | 37.20 | 2.80 | $454,892 | $0 | $68,209 | Yes (X) | |||
| AMBER OTT | |||||||||
| SVP/DATA ANALYTICS | 37.20 | 2.80 | $413,595 | $0 | $83,530 | Yes (X) | |||
| DAVID SIMON | |||||||||
| SVP/COMMUNICATIONS | 37.20 | 2.80 | $410,590 | $0 | $76,128 | Yes (X) | |||
| KIYOMI BURCHILL | |||||||||
| VP/POLICY | 37.20 | 2.80 | $339,734 | $0 | $45,703 | Yes (X) | |||
| LOIS J RICHARDSON | |||||||||
| VP/LEGAL COUNSEL | 37.20 | 2.80 | $311,503 | $0 | $49,980 | Yes (X) | |||
| JUSTIN ZIOMBRA | |||||||||
| GROUP VP/DATA ANALYTICS | 37.20 | 2.80 | $268,159 | $0 | $28,884 | Yes (X) | |||
| MARIA TRINIDAD GONZALEZ | |||||||||
| VP/POLICY | 37.20 | 2.80 | $252,262 | $0 | $33,611 | Yes (X) | |||
| DOUGLAS MULVANY | |||||||||
| VP/POLICY | 37.20 | 2.80 | $263,486 | $0 | $20,457 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,119,761 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $699,077 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 46 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JONES DAY | |||||
| 555 SOUTH FLOWER STREET 50TH FLOOR | LOS ANGELES | CA | 90071 | LEGAL | $753,922 |
| RANDLE COMMUNICATIONS | |||||
| 2277 FAIR OAKS BLVD SUITE 350 | SACRAMENTO | CA | 95825 | CONSULTING | $445,011 |
| KPMG LLP | |||||
| 750 EAST PRATT STREET 18TH FLOOR | BALTIMORE | MD | 21202 | CONSULTING | $400,000 |
| BICKER CASTILLO & FAIRBANKS SPITZ | |||||
| 1121 L STREET SUITE 910 | SACRAMENTO | CA | 95814 | CONSULTING | $373,700 |
| CAPITOL ADVOCACY LLC | |||||
| 1301 I STREET | SACRAMENTO | CA | 95814 | CONSULTING | $275,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE REVENUE | 561000 | $29,915,689 | $29,915,689 |
| EDUCATION PROGRAM | 611600 | $628,059 | $628,059 |
| DUES AND COMMISSIONS | 900099 | $75,915 | $75,915 |
| CONVENTIONS EVENTS | 900099 | $38,997 | $38,997 |
| PUBLICATIONS | 900099 | $4,675 | $4,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,663,335 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $693,274 | TotalRevenueColumnAmt |
| Exclusion | $693,274 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,401,025 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,401,025 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,401,025 | TotalRevenueColumnAmt |
| Exclusion | $1,401,025 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,292,000 | SecuritiesAmt |
| Other | $554 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,292,000 | SecuritiesAmt |
| Other | $580 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$26 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$26 | TotalRevenueColumnAmt |
| Exclusion | -$26 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| EQUITY IN HPA | 900099 | $469,454 | $469,454 |
| MISCELLANEOUS REVENUE | 900099 | $228,275 | $228,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $697,729 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,455,337 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,663,335 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,792,002 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,547,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,205,059 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,444,421 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,511 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110,492 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,697 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,244,316 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,163 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,999,949 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,275 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,335 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,065,573 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,708,188 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,208 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,471 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205,417 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,558 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| DUES & SUBSCRIPTIONS | $325,331 |
| UHA | $284,000 |
| COMMITTEE EXPENSES | $160,085 |
| PRINTING & REPRODUCTION | $30,716 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,814 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,806,579 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,544 | BOYAmt |
| EOY | $86,192 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,925,938 | BOYAmt |
| EOY | $12,642,653 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,354,163 | BOYAmt |
| EOY | $6,106,277 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,771 | BOYAmt |
| EOY | $1,014,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,661,785 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,017,577 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,802,383 | BOYAmt |
| EOY | $11,644,208 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,829,050 | BOYAmt |
| EOY | $33,829,976 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,489,321 | BOYAmt |
| EOY | $1,508,774 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,278,742 | BOYAmt |
| EOY | $52,618,497 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,574,912 | BOYAmt |
| EOY | $119,450,656 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,230,664 | BOYAmt |
| EOY | $5,079,650 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,307 | BOYAmt |
| EOY | $9,277 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,861,680 | BOYAmt |
| EOY | $53,191,161 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,119,651 | BOYAmt |
| EOY | $58,280,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,455,261 | BOYAmt |
| EOY | $61,170,568 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,455,261 | BOYAmt |
| EOY | $61,170,568 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,574,912 | BOYAmt |
| EOY | $119,450,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $648,758 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,066,549 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,880,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $5,880,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,559,141 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,442,714 | DepreciationAmt |
| Book Value | $4,116,427 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,327,418 | OtherCostOrOtherBasisAmt |
| Depreciation | $883,384 | DepreciationAmt |
| Book Value | $1,444,034 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,895,226 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,691,479 | DepreciationAmt |
| Book Value | $203,747 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,644,208 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET | Desc |
| Book Value | $52,618,497 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $52,618,497 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR PROJECTS | $319,803 |
| ROU LEASE LIABILITY | $52,871,358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $53,191,161 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN THE EVENT THE ASSOCIATION HAD A TAX PROVISION THAT WAS UNCERTAIN OF BEING SUSTAINED, THE ASSOCIATION WOULD APPLY THE MINIMUM PROBABILITY THRESHOLD TO DETERMINE WHETHER A FINANCIAL STATEMENT LIABILITY OR BENEFIT SHOULD BE RECOGNIZED. THERE WERE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA HOSPITALS COMMITTEE ON ISSUES | ||||||||
| 1127 11TH STREET SUITE 300 | SACRAMENTO | CA | 95814 | 680148902 | 501(C)(6) | $1,200,000 | $0 | GENERAL SUPPORT |
| THE 2023 GOVERNOR'S INAUGURAL FUND | ||||||||
| 1414 K STREET SUITE 250 | SACRAMENTO | CA | 95814 | 921006723 | 501(C)(4) | $100,000 | $0 | GENERAL SUPPORT |
| CALIFORNIA ISSUES FORUM | ||||||||
| 1121 11TH STREET SUITE 211 | SACRAMENTO | CA | 95814 | 010595129 | 501(C)(4) | $30,000 | $0 | 2023 SPONSORSHIP RENEWAL |
| CALIFORNIA POLICY GROUP | ||||||||
| 1215 K STREET SUITE 1400 | SACRAMENTO | CA | 95814 | 841989534 | 501(C)(4) | $30,000 | $0 | GENERAL SUPPORT |
| WOMEN IN CALIFORNIA LEADERSHIP | ||||||||
| 1414 K STREET SUITE 250 | SACRAMENTO | CA | 95814 | 452806199 | 501(C)(3) | $30,000 | $0 | GENERAL SUPPORT |
| INDEPENDENT VOTER PROJECT | ||||||||
| 2700 ADAMS AVENUE SUITE 202 | SAN DIEGO | CA | 92116 | 204842091 | 501(C)(4) | $25,000 | $0 | GENERAL SUPPORT |
| THE LATINO LEGISLATIVE CAUCUS FOUNDATION | ||||||||
| 1017 L STREET PMB 292 | SACRAMENTO | CA | 95814 | 201993440 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| CALIFORNIA LEGISLATIVE BLACK CAUCUS POLICY INSTITUTE | ||||||||
| 777 S FIGUEROA STREET SUITE 4050 | LOS ANGELES | CA | 90017 | 263911734 | 501(C)(3) | $20,000 | $0 | GENERAL SUPPORT |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 635 DOWNEY WAY SUITE 312 | LOS ANGELES | CA | 900893333 | 951642394 | 501(C)(3) | $20,000 | $0 | 2023 SCHAEFFER CENTER DIRECTOR'S FUND |
| CALIFORNIA JEWISH LEGISLATIVE CAUCUS LEADERSHIP FOUNDATION | ||||||||
| 1414 K STREET SUITE 250 | SACRAMENTO | CA | 95814 | 465381434 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT |
| CALIFORNIA LGBTQ FOUNDATION | ||||||||
| 1017 L STREET SUITE 222 | SACRAMENTO | CA | 95814 | 300805115 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT |
| COALITION TO PROTECT AMERICA'S HEALTH CARE | ||||||||
| PO BOX 30211 | BETHESDA | MD | 208240211 | 522253225 | 501(C)(4) | $10,000 | $0 | GENERAL SUPPORT |
| CALIFORNIA PROBLEM SOLVERS FOUNDATION | ||||||||
| 150 POST STREET SUITE 405 | SAN FRANCISCO | CA | 94108 | 832016976 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES ARE REQUIRED TO SIGN RECIPIENT AGREEMENTS WHICH DETERMINE THE ALLOWABLE USE OF GRANT FUNDS AND REPORTING REQUIREMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARMELA COYLE | ||||||||||||||
| PRESIDENT/CHIEF EXECUTIVE OFFICER | $1,041,928 | $0 | $338,320 | $0 | $3,802 | $0 | $23,100 | $0 | $1,898 | $0 | $1,409,048 | $0 | $0 | $0 |
| ANNE N O'ROURKE | ||||||||||||||
| SVP/FEDERAL RELATIONS & ADVOCACY | $421,054 | $0 | $101,883 | $0 | $3,802 | $0 | $45,600 | $0 | $35,254 | $0 | $607,593 | $0 | $0 | $0 |
| DIETMAR GRELLMAN | ||||||||||||||
| SVP/POLICY | $393,651 | $0 | $101,529 | $0 | $3,802 | $0 | $45,600 | $0 | $30,816 | $0 | $575,398 | $0 | $0 | $0 |
| KATHRYN SCOTT | ||||||||||||||
| SVP/STATE RELATIONS & ADVOCACY | $402,287 | $0 | $123,311 | $0 | $1,325 | $0 | $45,600 | $0 | $1,898 | $0 | $574,421 | $0 | $0 | $0 |
| JENNIFER M NEWMAN | ||||||||||||||
| SVP/CHIEF FINANCIAL OFFICER | $365,044 | $0 | $100,000 | $0 | $3,802 | $0 | $45,600 | $0 | $17,209 | $0 | $531,655 | $0 | $0 | $0 |
| JULIE A REPPAS | ||||||||||||||
| SVP/OPERATIONS & HR | $343,386 | $0 | $107,643 | $0 | $3,863 | $0 | $45,600 | $0 | $22,609 | $0 | $523,101 | $0 | $0 | $0 |
| AMBER OTT | ||||||||||||||
| SVP/DATA ANALYTICS | $313,019 | $0 | $100,000 | $0 | $576 | $0 | $45,600 | $0 | $37,930 | $0 | $497,125 | $0 | $0 | $0 |
| DAVID SIMON | ||||||||||||||
| SVP/COMMUNICATIONS | $309,344 | $0 | $100,382 | $0 | $864 | $0 | $45,600 | $0 | $30,528 | $0 | $486,718 | $0 | $0 | $0 |
| KIYOMI BURCHILL | ||||||||||||||
| VP/POLICY | $286,749 | $0 | $50,000 | $0 | $2,985 | $0 | $23,100 | $0 | $22,603 | $0 | $385,437 | $0 | $0 | $0 |
| LOIS J RICHARDSON | ||||||||||||||
| VP/LEGAL COUNSEL | $307,701 | $0 | $0 | $0 | $3,802 | $0 | $22,057 | $0 | $27,923 | $0 | $361,483 | $0 | $0 | $0 |
| JUSTIN ZIOMBRA | ||||||||||||||
| GROUP VP/DATA ANALYTICS | $240,397 | $0 | $27,000 | $0 | $762 | $0 | $18,748 | $0 | $10,136 | $0 | $297,043 | $0 | $0 | $0 |
| MARIA TRINIDAD GONZALEZ | ||||||||||||||
| VP/POLICY | $227,625 | $0 | $23,500 | $0 | $1,137 | $0 | $17,816 | $0 | $15,795 | $0 | $285,873 | $0 | $0 | $0 |
| DOUGLAS MULVANY | ||||||||||||||
| VP/POLICY | $249,181 | $0 | $13,500 | $0 | $805 | $0 | $18,399 | $0 | $2,058 | $0 | $283,943 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST-CLASS OR CHARTER TRAVEL - ONE OFFICER AND ONE KEY EMPLOYEE - NOT INCLUDED IN TAXABLE COMPENSATION TAX INDEMNIFICATION/GROSS-UP PAYMENTS - FIVE KEY EMPLOYEES AND ONE HIGHEST COMPENSATED EMPLOYEE - INCLUDED IN TAXABLE COMPENSATION |
| PART I, LINE 4B | THE ORGANIZATION MAINTAINS A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. THIS PLAN IS INTENDED TO QUALIFY AS AN UNFUNDED PLAN OF DEFERRED COMPENSATION THAT IS MAINTAINED BY AN EMPLOYER PRIMARILY FOR THE PURPOSE OF PROVIDING DEFERRED COMPENSATION FOR THE SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES AS THOSE TERMS ARE DEFINED UNDER THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED (ERISA). FUNDING FOR THIS PLAN IS THROUGH ANNUAL EMPLOYER CONTRIBUTIONS AND IS LIMITED TO THE ANNUAL AMOUNT SET FORTH BY THE US TREASURY DEPARTMENT. DIETMAR A. GRELLMANN, JENNIFER M. NEWMAN, ANNE N. O'ROURKE, AMBER OTT, JULIE A. REPPAS, KATHRYN SCOTT, AND DAVID SIMON PARTICIPATED IN THE PLAN AND RECEIVED A BENEFIT OF $22,500 EACH FOR THE YEAR. APPROXIMATELY 93% OF THE COMPENSATION OF THESE OFFICERS, KEY EMPLOYEES AND FIVE HIGHEST PAID EMPLOYEES WAS FOR SERVICES TO A RELATED ORGANIZATION AND WAS REIMBURSED BY THAT ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD OF TRUSTEES AND ADDITIONAL BOARD MEMBERS THAT THE BOARD OF TRUSTEES APPOINTS. THE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES TO ACT BETWEEN REGULAR OR SPECIAL MEETINGS OF THE FULL BOARD, SUBJECT TO REVIEW AND APPROVAL OF SUCH ACTS BY THE BOARD OF TRUSTEES AT THE NEXT REGULAR MEETING. |
| FORM 990, PART VI, SECTION A, LINE 6 | VOTING MEMBERS OF THE ORGANIZATION SHALL BE THOSE HOSPITALS AND HEALTH SYSTEMS SERVING AS DUES-PAYING MEMBERS OF THE CALIFORNIA HOSPITAL ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL TRUSTEES OF THE ORGANIZATION, EXCEPT THE CHAIR, IMMEDIATE PAST CHAIR, AND THE PRESIDENT ARE ELECTED BY THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7B | AMENDMENTS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION OR BYLAWS MAY BE ADOPTED ONLY BY ACTION OF THE MEMBERS. THE DISPOSITION OF SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION, AND ANY MERGERS OR A DISSOLUTION OF THE ORGANIZATION REQUIRE APPROVAL BY THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | EACH MEMBER OF THE CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS BOARD OF TRUSTEES WAS SENT A COPY OF THE DRAFT FORM 990 BEFORE IT WAS FILED. IN ADDITION, THE AUDIT COMMITTEE REVIEWED THE FORM 990 BEFORE IT WAS FINALIZED OR FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS EACH MEMBER OF THE BOARD OF TRUSTEES; 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 BE COUNTED IN DETERMINATION OF A QUORUM. ALL PROCEEDINGS ARE DOCUMENTED IN MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15A | AN OUTSIDE COMPENSATION CONSULTING FIRM PROVIDED AN OPINION ON PRESIDENT/CEO COMPENSATION IN THE YEAR OF HIRE, AND INDEPENDENT SALARY SURVEYS ARE USED TO BENCHMARK SALARIES OF CEOS AND SELECTED KEY EXECUTIVES ON AN ANNUAL BASIS. THE INFORMATION FOR THE CEO IS REVIEWED BY THE COMPENSATION COMMITTEE AND THEN APPROVED BY THE FULL BOARD OF TRUSTEES ANNUALLY. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY MANAGEMENT, APPROVED BY THE FULL BOARD OF TRUSTEES THROUGH THE ANNUAL BUDGETING PROCESS, AND IS DOCUMENTED IN MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | FEDERAL ADVOCACY 314,251. COMMUNICATIONS 839,013. OTHER PROFESSIONAL SERVICES 3,202,597. GRASS ROOTS ADVOCACY 644,088. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA HEALTH FOUNDATION AND TRUST | |||||||||||
| 1215 K STREET SUITE 700 | SACRAMENTO | CA | 95814 | 941498697 | SUPPORT RESEARCH EDUCATION AND ACCESS IN FIELD OF HEALTHCARE | CA | 501(C)(3) | LINE 7 | CALIFORNIA HOSPITAL ASSOCIATION | 0 | |
| CALIFORNIA HOSPITAL ASSOCIATION | |||||||||||
| 1215 K STREET SUITE 700 | SACRAMENTO | CA | 95814 | 680343712 | LEGISLATIVE AND REGULATORY REPRESENTATION AND ADVOCACY | CA | 501(C)(6) | 0 | N/A | ||
| CALIFORNIA HOSPITALS COMMITTEE ON ISSUES | |||||||||||
| 1127 11TH STREET SUITE 300 | SACRAMENTO | CA | 95814 | 680148902 | BALLOT INITIATIVES | CA | 501(C)(6) | CAHHS | Yes (1) | ||
| CALIFORNIA HOSPITAL ASSOCIATION POLITICAL ACTION COMMITTEE | |||||||||||
| 1215 K STREET SUITE 700 | SACRAMENTO | CA | 95814 | 942723946 | POLITICAL ACTION COMMITTEE | CA | 527 | 0 | N/A | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH PROPERTY ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 K STREET SUITE 700 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680177130 | EIN |
| Primary Activities | GROUND LEASE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAHHS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | $460,723 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,682,830 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA HOSPITALS INVESTMENTS & PUBLICATIONS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 K STREET SUITE 700 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680114819 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAHHS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $846 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $10,128 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA HOSPITALS COMMITTEE ON ISSUES | ||
| B | $1,200,000 | ACTUAL |
| HEALTH PROPERTY ASSOCIATES | ||
| S | $450,000 | ACTUAL |