WESTERN HEALTH ADVANTAGE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN HEALTH ADVANTAGE (EIN 68-0393304)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-11
- IRS object ID
- 202121319349303132
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T15:54:50-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2882 PROSPECT PARK DR STE 300 | AddressLine1Txt |
| City | RANCHO CORDOVA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680393304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN HEALTH ADVANTAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 9165633188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2349 GATEWAY OAKS DRIVE NO 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA RUECKER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9165633188 | PhoneNum |
| Signature | 2021-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 9165038100 | PhoneNum |
| Preparation | 2021-04-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RITA RUECKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2349 GATEWAY OAKS DRIVE NO 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $743,484,290 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.WESTERNHEALTH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING HEALTH COVERAGE AND FURTHERING THE MISSIONS OF THE TAX EXEMPT ORGANIZATION MEMBERS | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 299 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $387,734 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $786,509,886 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $741,941,861 | CYProgramServiceRevenueAmt |
| PY Investment Income | $193,871 | PYInvestmentIncomeAmt |
| CY Investment Income | $69,900 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,340 | PYOtherRevenueAmt |
| CY Other Revenue | $166,553 | CYOtherRevenueAmt |
| PY Total Revenue | $786,708,097 | PYTotalRevenueAmt |
| CY Total Revenue | $742,178,314 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,295,691 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,246,864 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,976,267 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,835,403 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $758,554,140 | PYOtherExpensesAmt |
| CY Other Expenses | $715,571,087 | CYOtherExpensesAmt |
| PY Total Expenses | $788,826,098 | PYTotalExpensesAmt |
| CY Total Expenses | $740,653,354 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,118,001 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,524,960 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,023,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,557,418 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,784,815 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,782,294 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,238,457 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,775,124 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSES OF THE CORPORATION ARE TO IMPROVE THE HEALTH AND WELFARE OF THE COMMUNITIES SERVED BY THE CORPORATION BY: (I) OFFERING HEALTH BENEFIT COVERAGE TO THE GENERAL PUBLIC AND EMPLOYER GROUPS THROUGH MULTIPLE ACCESSIBLE CHANNELS; (II) SUPPORTING AND FURTHERING THE CHARITABLE, EDUCATIONAL AND/OR SOCIAL WELFARE PURPOSES OF THE CORPORATION'S MEMBERS (THE "MEMBERS") THAT ARE TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OR SECTION 501(C)(4) OF THE CODE, INCLUDING BY MAKING GRANTS TO ITS MEMBERS IN FURTHERANCE OF SUCH PURPOSES; AND (III) ENGAGING IN ANY ACTIVITIES THAT ARE REASONABLY RELATED TO OR IN FURTHERANCE OF THE FOREGOING PURPOSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $729,284,195 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $741,941,861 | RevenueAmt |
| Desc | SEE SCHEDULE OPUBLIC BENEFIT HEALTH COVERAGE:WHA PROMOTES THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY BY OFFERING HEALTH BENEFIT COVERAGE TO THE PUBLIC THROUGH MULTIPLE, EASILY ACCESSIBLE CHANNELS. WHA SERVES INDIVIDUALS, SMALL EMPLOYER GROUPS, AND LARGE EMPLOYER GROUPS. WHA BENEFITS THE COMMUNITY AND PROMOTES SOCIAL WELFARE BY REASON OF (1)ENROLLMENT THAT IS OPEN TO INDIVIDUALS (BOTH ON AND OFF THE CALIFORNIA HEALTH BENEFITS EXCHANGE, COVERED CALIFORNIA) AND SMALL GROUPS, (2) SERVING LOW INCOME, HIGH RISK, MEDICALLY UNDERSERVED, OR ELDERLY PERSONS, AND (3) HAVING HMO PREMIUMS ON A COMMUNITY-RATED BASIS COVERAGE TO ALL GROUP AND INDIVIDUAL MEMBERS. WHA COMMUNICATES WITH ITS MEMBERS AND PROVIDERS THROUGH QUARTERLY PRINTED PUBLICATIONS. ADVANTAGE MAGAZINE IS A QUARTERLY MAGAZINE AIMED AT PROMOTING HEALTHY LIFESTYLES AND ASSISTING MEMBERS TO TAKE ADVANTAGE OF THEIR HEALTH BENEFITS COVERAGE. PROVIDER INSIDER IS A QUARTERLY INFORMATIONAL MAGAZINE FOR PROVIDERS.WHA WELLNESS PROGRAMS:WHA PROVIDES WELLNESS RESOURCES AND SUPPORT FOR INDIVIDUAL AND EMPLOYER/BROKER-DRIVEN WELLNESS INITIATIVES, THE OVERALL GOAL OF WHICH IS TO REDUCE HEALTHCARE COSTS FOR THE SOCIETY. OUR ONLINE WELLNESS PROGRAM REACHES INDIVIDUALS BY OFFERING HEALTH ASSESSMENTS AND TRACKING TOOLS. WHA'S WELLNESS INITIATIVES REACH BEYOND WHA'S BASE OF MEMBERS. EDUCATIONAL SEMINARS AND PROGRAMS AT THE EMPLOYER GROUP LEVEL ARE OFFERED TO ALL EMPLOYEES REGARDLESS OF HEALTH PLAN AFFILIATION. HEALTH RESOURCES AND INFORMATION ARE FREELY GIVEN AT HEALTH EVENTS, AND WHA'S WELLNESS MANAGER AND CHIEF MEDICAL OFFICER APPEAR REGULARLY IN MEDIA DRIVEN CAMPAIGNS, INCLUDING GIVING INTERVIEWS ON LOCAL TELEVISION NEWS PROGRAMS SEEN THROUGHOUT NORTHERN CALIFORNIA, PROMOTING HEALTHY EATING AND ACTIVITY.WHAFIT:WHAFIT IS WHA'S OWN HEALTH AND WELLNESS PROGRAM, FORMED IN 2013, TO PROMOTE THE HEALTH AND WELL-BEING OF ITS EMPLOYEES. PROMOTING POSITIVE BEHAVIOR CHANGES AMONG WHA'S EMPLOYEES BENEFITS THE COMMUNITY, AS THESE EMPLOYEES ARE MEMBERS OF THE COMMUNITY THAT WHA SERVES. WHA STANDS FOR NOT ONLY WESTERN HEALTH ADVANTAGE, BUT IN THIS CONTEXT, WELLNESS, HEALTH AND ACTION.COMMUNITYFIT:WHA OFFERS COMMUNITYFIT, A NO COST FITNESS IN THE PARK PROGRAM, TWICE A YEAR FOR 6-8 WEEKS. THE PURPOSE OF THIS PROGRAM IS TO PROMOTE MOVEMENT DURING THE WORKDAY. COMMUNITYFIT IS AVAILABLE TO ALL MEMBERS OF THE COMMUNITY AND CURRENTLY ADMINISTERED IN VARIOUS PARKS IN DOWNTOWN SACRAMENTO DURING SPRING AND FALL SESSIONS. WITH CLASSES SUCH AS YOGA, PILATES, CIRCUIT TRAINING, AND MINDFULNESS MEDITATION, COMMUNITYFIT STRIVES TO REACH THE PUBLIC BY MAKING FITNESS AFFORDABLE AND CONVENIENT, WITH THE HOPE OF LOWERING HEALTH CARE COSTS AND IMPROVING THE WELL-BEING OF THE COMMUNITY. TO EXPAND ACCESS FOR MORE PEOPLE TO PARTICIPATE, COMMUNITYFIT ALSO HELD ONLINE CLASSES WHICH INCREASED ATTENDANCE SIGNIFICANTLY.WHA AND THE AMERICAN HEART ASSOCIATION:ADDITIONALLY, WHA'S WELLNESS MANAGER LEADS A COORDINATED "WORKPLACE ACHIEVEMENT INDEX" WELLNESS PROGRAM WITH THE AMERICAN HEART ASSOCIATION (AHA), WHICH BRINGS THE AHA'S VAST RESOURCES ON HEART-HEALTHY LIVING TO MANY WORKSITES IN THE REGION. THROUGH THIS PROGRAM THE AHA AND WHA HELP CREATE HEALTHY WORK ENVIRONMENTS, WHICH INCREASES PRODUCTIVITY, REDUCES ABSENTEEISM (DUE TO FEWER HEALTH PROBLEMS EXPERIENCED BY EMPLOYEES), AND LOWERS TURNOVER WHICH INCREASES PRODUCTIVITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,246,864 | ExpenseAmt |
| Grant | $1,246,864 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE OCOMMUNITY OUTREACH AND SUPPORT:WHA SUPPORTS MEMBER HEALTH SYSTEMS' MISSIONS THROUGH CHARITABLE GRANTS.WHA PROVIDES BENEFITS TO THE COMMUNITY BEYOND HEALTH CARE BENEFITS THROUGH FUNDING PROGRAMS FOR THE PROMOTION OF HEALTH AND OTHER CHARITABLE PURPOSES, INCLUDING SUPPORT FOR THE CHARITABLE ACTIVITIES OF THE MEMBER HEALTH SYSTEMS. FOR FISCAL YEAR 2019-2020, WHA CONTRIBUTED OVER $1,200,000 TO SUPPORT CHARITABLE PROGRAMS WHICH BENEFIT THE COMMUNITY SERVED BY WHA, INCLUDING (1) A $105,000 CONTRIBUTION TO THE AMERICAN HEART ASSOCIATION FOR A COMMUNITY HEALTH AWARENESS PROGRAM, (2) A $100,000 CONTRIBUTION TO THE CROCKER ART MUSEUM FOR OUTREACH, (3) A $100,000 CONTRIBUTION TO THE BIG DAY OF GIVING, A PROGRAM OF THE SACRAMENTO REGION COMMUNITY FOUNDATION, AND EDUCATION PROGRAMS, AND (3) SPONSORSHIP OF HEALTHY KIDS DAY, WHICH IS INTENDED TO INCREASE AWARENESS OF HEALTHY LIFESTYLES FOR CHILDREN AND OFFERS FREE HEALTH, DENTAL AND VISION SCREENING FOR CHILDREN, AND FREE FLU SHOTS FOR MEMBERS OF ALL AGES. ADDITIONAL GRANTEES INCLUDE THE NONPROFIT RESOURCE CENTER AND LIGHTHOUSE COUNSELING AND FAMILY RESOURCE CENTER.CONTRIBUTION OF WHA EMPLOYEES TO WHA'S COMMUNITY:WHA EMPLOYEES EXEMPLIFY OUR ORGANIZATION'S OBJECTIVES AND PHILOSOPHY OF "GIVING BACK" TO THOSE WE SERVE EACH YEAR, THEY DONATE MORE THAN 2,000 VOLUNTEER HOURS SERVING ON BOARDS, WORKING IN SCHOOLS AND SUPPORTING LOCAL NON-PROFIT ORGANIZATIONS IN A WIDE VARIETY OF WAYS.WHA'S MISSION IS TO IMPROVE AND ENRICH THE LIVES OF COMMUNITY MEMBERS BY SUPPORTING LOCAL ORGANIZATIONS. THROUGHOUT THE YEAR WHA ANNOUNCES GIVING OPPORTUNITIES THAT HAVE A POSITIVE IMPACT ON THE HEALTH AND WELLBEING OF THE COMMUNITY. IN SUPPORT OF THIS MISSION, WHA ENCOURAGES EMPLOYEE PARTICIPATION, WHETHER THROUGH FINANCIAL DONATIONS, VOLUNTEER EFFORTS OR COMMUNITY ACTIVITIES LIKE WEEKEND FUN RUNS AND AN ANNUAL BIKE TREK WITH SUPERVISOR APPROVAL. EMPLOYEES CAN ALSO ATTEND EVENTS THAT MAY OCCUR DURING REGULAR WORK HOURS.DOLLARS FOR DO-ERS:WESTERN HEALTH ADVANTAGE'S DOLLARS FOR DO-ERS PROGRAM WILL DONATE UP TO $100 PER YEAR TO A SELECTED CHARITY ON BEHALF OF THE EMPLOYEES WHO HAVE CONFIRMED THEIR VOLUNTEERISM OF 20 OR MORE HOURS WITH THE ORGANIZATION.WHA EMPLOYEE MATCHING CHARITABLE CONTRIBUTIONS:WHA MATCHES EMPLOYEE CHARITABLE DONATIONS DOLLAR FOR-DOLLAR, UP TO $250 PER FISCAL YEAR PER EMPLOYEE. EMPLOYEES CAN GIVE VIA PAYROLL DEDUCTIONS OR ONE-TIME CASH DONATIONS. DONATIONS MUST BE MADE TO QUALIFIED NONPROFIT ORGANIZATIONS. WHA OFFERS EMPLOYEES 8 HOURS OF PAID TIME-OFF EACH YEAR TO VOLUNTEER AT THE ORGANIZATION OF THEIR CHOICE. IN ADDITION, EMPLOYEES ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN 8 HOURS OF VOLUNTEER ACTIVITIES AT WESTERN HEALTH ADVANTAGE SPONSORED EVENTS. WHA CEO INVOLVEMENT IN THE COMMUNITY:THE PRESIDENT AND CEO OF WHA, GARRY MAISEL, SUPPORTS VARIOUS COMMUNITY CHARITIES AND CAUSES, IN ADDITION TO IMPROVING HEALTHCARE FOR THE COMMUNITY AS AN ACTIVE BOARD MEMBER OF WHA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $730,531,059 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 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 | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1684 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 299 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | 0 | 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 | Yes (1) | 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 | STEPHANIE MADSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9165633193 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2349 GATEWAY OAKS DRIVE SUITE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GARRY MAISEL | ||||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | Yes (X) | $1,102,488 | $0 | $128,107 | |||
| MARIETTE RUECKER | ||||||||||
| TREASURER AND CFO | 40.00 | 0.00 | Yes (X) | $643,184 | $0 | $54,136 | ||||
| DONALD HUFFORD | ||||||||||
| CHIEF MEDICAL OFFICER (THRU 03/2020) | 40.00 | 0.00 | $459,853 | $0 | $73,099 | Yes (X) | ||||
| REBECCA DOWNING | ||||||||||
| CHIEF LEGAL OFFICER | 40.00 | 0.00 | $318,929 | $0 | $60,352 | Yes (X) | ||||
| GLENN HAMBURG | ||||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 0.00 | $329,509 | $0 | $34,886 | Yes (X) | ||||
| KEITH HOWES THRU 022020 | ||||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.00 | 0.00 | $308,655 | $0 | $45,907 | Yes (X) | ||||
| FREDERICK HERON | ||||||||||
| CHIEF EXPERIENCE OFFICER | 40.00 | 0.00 | $293,348 | $0 | $55,058 | Yes (X) | ||||
| WILLIAM FIGENSHU | ||||||||||
| CHIEF SALES OFFICER (THRU 7/2020) | 40.00 | 0.00 | $310,383 | $0 | $21,018 | Yes (X) | ||||
| GARY PLUNDO | ||||||||||
| MEDICAL DIRECTOR | 40.00 | 0.00 | $300,752 | $0 | $27,224 | Yes (X) | ||||
| ELIZABETH HARGETT | ||||||||||
| SALES DIRECTOR | 40.00 | 0.00 | $197,892 | $0 | $34,729 | Yes (X) | ||||
| MARY INGRAM | ||||||||||
| ACTUARIAL SERVICES DIRECTOR | 36.00 | 0.00 | $198,098 | $0 | $29,280 | Yes (X) | ||||
| YVETTE CROCKELL | ||||||||||
| PHARMACY DIRECTOR | 40.00 | 0.00 | $196,647 | $0 | $30,309 | Yes (X) | ||||
| MICHELE LEHUTA | ||||||||||
| GOVERNMENT PROGRAMS DIRECTOR | 40.00 | 0.00 | $204,749 | $0 | $16,898 | Yes (X) | ||||
| JEFFREY CINCIARELLI | ||||||||||
| CHIEF SALES OFFICER | 32.00 | 0.00 | $169,613 | $0 | $25,897 | Yes (X) | ||||
| ALI DARUGAR | ||||||||||
| FORMER CHIEF INFORMATION OFFICER | 0.00 | 0.00 | $102,340 | $0 | $11,840 | Yes (X) | ||||
| B KONARD JONES | ||||||||||
| CHAIRMAN OF THE BOARD | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TAMMY WILCOX | ||||||||||
| VICE-CHAIR OF THE BOARD | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT COSCIONE | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURIE HARTING | ||||||||||
| SECRETARY OF THE BOARD | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DR SHANAZ KHAMBATTA DO | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN KLOCKENGA | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR ALVIN SOCKOLOV MD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,136,440 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $648,740 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 69 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| DIGNITY HEALTH HOSPITAL | |||||
| 3400 DATA DRIVE | RANCHO CORDOVA | CA | 95670 | MEDICAL SERVICES | $161,221,642 |
| EXPRESS SCRIPTS INC | |||||
| ONE EXPRESS WAY | ST LOUIS | MO | 63121 | PHARMACY BENEFITS | $106,591,840 |
| HILL PHYSICIANS MEDICAL GROUP | |||||
| 2409 CAMINO RAMON | SAN RAMON | CA | 94583 | MEDICAL BENEFITS | $94,548,365 |
| MERCY MEDICAL GROUP | |||||
| PO BOX 742016 | LOS ANGELES | CA | 900748244 | MEDICAL SERVICES | $76,402,702 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | MEDICAL SERVICES | $64,709,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 86 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PREMIUMS EARNED | 524114 | $741,551,779 | $741,551,779 | |
| PPO PREMIUM REVENUE | 524298 | $368,558 | $368,558 | |
| ADMINISTRATION INCOME | 524292 | $21,524 | $21,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $741,941,861 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,087 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $19,176 | UnrelatedBusinessRevenueAmt |
| Exclusion | $93,911 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $139,600 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,613 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $124,987 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,987 | TotalRevenueColumnAmt |
| Exclusion | $124,987 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,248,176 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,291,363 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$43,187 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$43,187 | TotalRevenueColumnAmt |
| Exclusion | -$43,187 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $41,566 | TotalRevenueColumnAmt |
| Exclusion | $41,566 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $41,566 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $742,178,314 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $741,573,303 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $387,734 | UnrelatedBusinessRevenueAmt |
| Exclusion | $217,277 | 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 | $1,246,864 | TotalAmt |
| Program Services | $1,246,864 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,392,453 | TotalAmt |
| Program Services | $1,861,396 | ProgramServicesAmt |
| Management And General | $2,531,057 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,831,435 | TotalAmt |
| Program Services | $12,145,873 | ProgramServicesAmt |
| Management And General | $2,685,562 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,262 | TotalAmt |
| Program Services | $477,461 | ProgramServicesAmt |
| Management And General | $144,801 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,645,528 | TotalAmt |
| Program Services | $1,971,751 | ProgramServicesAmt |
| Management And General | $673,777 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,343,725 | TotalAmt |
| Program Services | $1,031,727 | ProgramServicesAmt |
| Management And General | $311,998 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,386,028 | TotalAmt |
| Program Services | $19,485,130 | ProgramServicesAmt |
| Management And General | $900,898 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,145,232 | TotalAmt |
| Management And General | $1,145,232 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,700 | TotalAmt |
| Management And General | $18,700 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,868,554 | TotalAmt |
| Program Services | $672,868,554 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,730,394 | TotalAmt |
| Program Services | $1,730,394 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,881,899 | TotalAmt |
| Program Services | $1,559,591 | ProgramServicesAmt |
| Management And General | $1,322,308 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,248,919 | TotalAmt |
| Program Services | $4,965,100 | ProgramServicesAmt |
| Management And General | $283,819 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,594,312 | TotalAmt |
| Program Services | $1,594,312 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,785 | TotalAmt |
| Program Services | $31,629 | ProgramServicesAmt |
| Management And General | $21,156 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,203 | TotalAmt |
| Program Services | $377,915 | ProgramServicesAmt |
| Management And General | $82,288 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,933 | TotalAmt |
| Program Services | $106,933 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,612,760 | TotalAmt |
| Program Services | $1,612,061 | ProgramServicesAmt |
| Management And General | $699 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,141 | TotalAmt |
| Program Services | $305,141 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| AFFORDABLE CARE ACT FEE | $6,344,920 | $6,344,920 |
| TAXES | $480,997 | $480,997 |
| DMHC FEES | $283,310 | $283,310 |
| BAD DEBT EXPENSE | $50,000 | $50,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,653,354 | TotalAmt |
| Program Services | $730,531,059 | ProgramServicesAmt |
| Management And General | $10,122,295 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,687,228 | BOYAmt |
| EOY | $39,886,087 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,361,502 | BOYAmt |
| EOY | $4,973,609 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,275,009 | BOYAmt |
| EOY | $9,431,807 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,201,330 | BOYAmt |
| EOY | $5,157,783 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,023,758 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,483,485 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,907,384 | BOYAmt |
| EOY | $2,540,273 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,524,390 | BOYAmt |
| EOY | $3,283,678 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,066,429 | BOYAmt |
| EOY | $16,284,181 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,023,272 | BOYAmt |
| EOY | $81,557,418 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,110,576 | BOYAmt |
| EOY | $12,636,726 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,348,891 | BOYAmt |
| EOY | $14,372,938 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,662,460 | BOYAmt |
| EOY | $8,176,423 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,662,888 | BOYAmt |
| EOY | $33,596,207 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,784,815 | BOYAmt |
| EOY | $68,782,294 | 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 | $11,238,457 | BOYAmt |
| EOY | $12,775,124 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,238,457 | BOYAmt |
| EOY | $12,775,124 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,023,272 | BOYAmt |
| EOY | $81,557,418 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,524,960 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,707 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $500,229 | OtherCostOrOtherBasisAmt |
| Depreciation | $410,395 | DepreciationAmt |
| Book Value | $89,834 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,861,520 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,197,064 | DepreciationAmt |
| Book Value | $1,664,456 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,662,009 | OtherCostOrOtherBasisAmt |
| Depreciation | $876,026 | DepreciationAmt |
| Book Value | $785,983 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,540,273 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PHARMACY REBATES | $7,696,291 |
| ACA RISK ADJUSTMENT | $3,345,658 |
| HELD RATE RECEIVABLE | $576,251 |
| ESI PRICING CREDITS | $303,357 |
| NATIONCARE RECEIVABLE | $604,668 |
| INCOME TAX RECEIVABLE | $216,468 |
| RISK CORRIDOR | $1,871,961 |
| OTHER ASSETS | $1,669,527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,284,181 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| IBNR | $5,107,621 |
| CLAIMS PAYABLE | $7,782,425 |
| MEDICAL COST PAYABLE | $8,910,727 |
| CAPITATION PAYABLE | $11,795,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,596,207 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $742,012,422 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,707 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $11,707 | RevenueNotReportedAmt |
| Revenue Subtotal | $742,000,715 | RevenueSubtotalAmt |
| Other Revenues Not Included | $177,599 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $177,599 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $742,178,314 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $740,475,755 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$177,599 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$177,599 | ExpensesNotReportedAmt |
| Expenses Subtotal | $740,653,354 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $740,653,354 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | SIGNIFICANT JUDGMENT IS REQUIRED IN APPLYING THE PRINCIPLES OF ASC SUBTOPIC 740-10. THE CALCULATION OF THE PROVISION FOR INCOME TAXES INVOLVES DEALING WITH UNCERTAINTIES IN THE APPLICATION OF COMPLEX TAX LAWS AND REGULATIONS. IN DETERMINING THE ADEQUACY OF THE PROVISION FOR INCOME TAXES, THE COMPANY REGULARLY ASSESSES THE POTENTIAL SETTLEMENT OUTCOMES RESULTING FROM INCOME TAX EXAMINATIONS. HOWEVER, THE FINAL OUTCOME OF THE TAX EXAMINATIONS, INCLUDING THE TOTAL AMOUNT PAYABLE OR THE TIMING OF ANY SUCH PAYMENTS UPON RESOLUTION OF THESE ISSUES, CANNOT BE PREDICTED WITH CERTAINTY. IN ADDITION, THE COMPANY CANNOT BE CERTAIN THAT SUCH AMOUNT WILL NOT BE MATERIALLY DIFFERENT THAN THAT WHICH IS REFLECTED IN THE COMPANY'S HISTORICAL INCOME TAX PROVISIONS AND ACCRUALS. SHOULD THE IRS OR OTHER TAX AUTHORITIES ASSESS ADDITIONAL TAXES AS A RESULT OF A FUTURE EXAMINATION, THE COMPANY MAY BE REQUIRED TO RECORD CHARGES TO OPERATIONS IN FUTURE PERIODS THAT COULD HAVE A MATERIAL IMPACT ON THE RESULTS OF OPERATIONS, FINANCIAL POSITION, OR CASH FLOWS IN THE APPLICABLE PERIOD OR PERIODS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL INCOME 139,600. NATIONCARE INCOME 52,612. RENTAL EXPENSE -14,613. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL INCOME -139,600. NATIONCARE INCOME -52,612. RENTAL EXPENSE 14,613. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| THE UNIVERSITY FOUNDATION | |||||||
| 6000 J STREET | SACRAMENTO | CA | 95819 | 943001359 | 501(C)(3) | $150,000 | GIOBAL ENTREPRENEURSHIP WEEK AND ENTREPRENEURSHIP AND INNOVATION |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 952314596 | 135613797 | 501(C)(3) | $115,000 | HEALTH INITIATIVE |
| SACRAMENTO BALLET ASSOCIATION | |||||||
| 2420 N STREET SUITE 100 | SACRAMENTO | CA | 95816 | 941674349 | 501(C)(3) | $103,000 | ARTS EDUCATION AND OUTREACH |
| GREATER SACRAMENTO AREA ECONOMIC COUNCIL | |||||||
| 400 CAPITOL MALL SUITE 2500 | SACRAMENTO | CA | 95814 | 465517841 | 501(C)(3) | $100,000 | LEADERSHIP INITIATIVE |
| SACRAMENTO REGION COMMUNITY FOUNDATION | |||||||
| 955 UNIVERSITY AVENUE | SACRAMENTO | CA | 95825 | 942891517 | 501(C)(3) | $100,000 | GENERAL PURPOSE |
| CROCKER ART MUSEUM | |||||||
| 216 O STREET | SACRAMENTO | CA | 95814 | 942552486 | 501(C)(3) | $80,000 | EDUCATION AND OUTREACH |
| B STREET THEATRE | |||||||
| 2711 B STREET | SACRAMENTO | CA | 95816 | 954047805 | 501(C)(3) | $70,000 | MAINSTAGE SERIES SPONSORSHIP |
| B STREET THEATRE GRANT | |||||||
| 2711 B STREET SAC | SACRAMENTO | CA | 95816 | 954047805 | 501(C)(3) | $70,000 | THEATER FOR CHILDREN INC, |
| CRISTO REY HIGH SCHOOL SACRAMENTO | |||||||
| 8475 JACKSON ROAD | SACRAMENTO | CA | 95826 | 043832927 | 501(C)(3) | $40,000 | STUDENT OUTREACH AND WORKPLACE ASSISTANCE PROGRAM |
| CRISTO REY HIGH SCHOOL SACRAMENTO WORK STUDY INC | |||||||
| 8475 JACKSON ROAD | SACRAMENTO | CA | 95826 | 412191660 | 501(C)(3) | $27,000 | STUDENT OUTREACH AND WORKPLACE ASSISTANCE PROGRAM |
| MERISTEM AUTISM PLEDGE | |||||||
| 9200 FAIR OAKS BLVD | FAIR OAKS | CA | 95268 | 471411177 | 501(C)(3) | $25,000 | FOR AUTISM RESEARCH |
| VALLEY VISION | |||||||
| 3400 THIRD AVENUE | SACRAMENTO | CA | 94817 | 943214572 | 501(C)(3) | $25,000 | IMPROVING THE LIVABILITY OF THE SACRAMENTO REGION. |
| DOWNTOWN SACRAMENTO PARTNERSHIP INC | |||||||
| 980 9TH STREET SUITE 400 | SACRAMENTO | CA | 95814 | 680270320 | 501(C)(6) | $24,315 | DOWNTOWN HOLIDAY ICE RINK |
| KVIE CAMPAIGN | |||||||
| 2030 W EL CAMINO AVE | SACRAMENTO | CA | 95833 | 941421463 | 501(C)(3) | $20,000 | GENERAL PURPOSE |
| WOODLAND HEALTHCARE FOUNDATION | |||||||
| 1321 COTTONWOOD STREET SUITE 207 | WOODLAND | CA | 95695 | 941196203 | 501(C)(3) | $20,000 | TO IMAGING AND SURGICAL SERVICES CAMPAIGN |
| YOLO FOOD BANK | |||||||
| 233 HARTER AVENUE | WOODLAND | CA | 95776 | 237111782 | 501(C)(3) | $20,000 | TO SUPPORT THE END HUNGER YOLO CAPITAL CAMPAIGN |
| BREATHE CALIFORNIA OF SACRAMENTO | |||||||
| 909 12TH STREET | SACRAMENTO | CA | 95814 | 941641240 | 501(C)(3) | $16,850 | BREATHE CA BIKE TREK EDUCATION AND OUTREACH FOR CLEAN AIR/SMOKING |
| SONOMA MEDIA INVESTMENTS LLC | |||||||
| 427 MENDOCINO AVENUE | SANTA ROSA | CA | 95401 | 454946776 | $16,230 | SPONSORSHIP OF VARIOUS EVENTS THROUGH THE NORTH BAY BUSINESS JOURNAL THROUGHOUT THE YEAR | |
| CROCKER ART MUSEUM ASSOCIATION | |||||||
| 216 O STREET | SACRAMENTO | CA | 95814 | 942552486 | 501(C)(3) | $20,000 | CROCKER BALL SPONSORSHIP |
| AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER | |||||||
| 1601 RESPONSE ROAD SUITE 350 | SACRAMENTO | CA | 95815 | 911792774 | 501(C)(3) | $12,500 | LOCAL LEADERSHIP EDUCATION PROGRAM |
| DEL PASO BOULEVARD FOUNDATION INC | |||||||
| 1219 DEL PASO BLVD | SACRAMENTO | CA | 95815 | 205541333 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| GREATER SACRAMENTO URBAN LEAGUE | |||||||
| 3725 MARYSVILLE BLVD | SACRAMENTO | CA | 95838 | 941686314 | 501(C)(3) | $10,000 | SECURE ECONOMIC SELF-RELIANCE, PARITY, POWER AND CIVIL RIGHTS |
| ACADEMY OF FRIENDS SPONSORSHIP | |||||||
| 650 FIFTH STREET SUITE 408 | SAN FRANCISCO | CA | 94107 | 943064135 | 501(C)(3) | $7,688 | AIDS RESEARCH |
| BIG BROTHERS BIG SISTERS OF THE GREATER | |||||||
| 1540 ROVER PARK DRIVE | SACRAMENTO | CA | 95815 | 941559583 | 501(C)(3) | $5,500 | MENTORING RELATIONSHIPS FOR YOUTH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WHA'S MANAGEMENT TEAM EVALUATES POTENTIAL DONATIONS TO OUTSIDE ORGANIZATIONS TAKING INTO ACCOUNT HOW THE OUTSIDE ORGANIZATION ALIGNS WITH WHA'S MISSION. GRANT RECIPIENTS ARE TYPICALLY WELL-KNOWN ORGANIZATIONS WITH A STRONG REPUTATION FOR DOING GOOD WITHIN THE COMMUNITY. GRANTS ARE MADE FOR GENERAL SUPPORT OR SPECIFIC PROJECTS THAT FURTHER THE OUTSIDE ORGANIZATION'S MISSION OF BENEFITING THE COMMUNITY. GRANTS ARE MADE AFTER REVIEW OF A WRITTEN APPLICATION, REVIEWED BY THE GRANT COMMITTEE AND WRITTEN AGREEMENT WITH WHA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | 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 |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARRY MAISEL | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $829,685 | $0 | $206,000 | $0 | $66,803 | $0 | $105,472 | $0 | $22,635 | $0 | $1,230,595 | $0 | $0 | $0 |
| MARIETTE RUECKER | ||||||||||||||
| TREASURER AND CFO | $481,600 | $0 | $151,470 | $0 | $10,114 | $0 | $41,310 | $0 | $12,826 | $0 | $697,320 | $0 | $0 | $0 |
| DONALD HUFFORD | ||||||||||||||
| CHIEF MEDICAL OFFICER (THRU 03/2020) | $349,871 | $0 | $97,721 | $0 | $12,261 | $0 | $45,307 | $0 | $27,792 | $0 | $532,952 | $0 | $0 | $0 |
| REBECCA DOWNING | ||||||||||||||
| CHIEF LEGAL OFFICER | $247,350 | $0 | $69,025 | $0 | $2,554 | $0 | $32,756 | $0 | $27,596 | $0 | $379,281 | $0 | $0 | $0 |
| GLENN HAMBURG | ||||||||||||||
| CHIEF INFORMATION OFFICER | $242,481 | $0 | $67,423 | $0 | $19,605 | $0 | $31,260 | $0 | $3,626 | $0 | $364,395 | $0 | $0 | $0 |
| KEITH HOWES THRU 022020 | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $217,491 | $0 | $61,463 | $0 | $29,701 | $0 | $28,496 | $0 | $17,411 | $0 | $354,562 | $0 | $0 | $0 |
| FREDERICK HERON | ||||||||||||||
| CHIEF EXPERIENCE OFFICER | $220,996 | $0 | $57,500 | $0 | $14,852 | $0 | $28,750 | $0 | $26,308 | $0 | $348,406 | $0 | $0 | $0 |
| WILLIAM FIGENSHU | ||||||||||||||
| CHIEF SALES OFFICER (THRU 7/2020) | $174,651 | $0 | $85,429 | $0 | $50,303 | $0 | $5,925 | $0 | $15,093 | $0 | $331,401 | $0 | $0 | $0 |
| GARY PLUNDO | ||||||||||||||
| MEDICAL DIRECTOR | $271,213 | $0 | $24,586 | $0 | $4,953 | $0 | $11,200 | $0 | $16,024 | $0 | $327,976 | $0 | $0 | $0 |
| ELIZABETH HARGETT | ||||||||||||||
| SALES DIRECTOR | $144,816 | $0 | $40,764 | $0 | $12,312 | $0 | $8,097 | $0 | $26,632 | $0 | $232,621 | $0 | $0 | $0 |
| MARY INGRAM | ||||||||||||||
| ACTUARIAL SERVICES DIRECTOR | $181,185 | $0 | $16,130 | $0 | $783 | $0 | $7,893 | $0 | $21,387 | $0 | $227,378 | $0 | $0 | $0 |
| YVETTE CROCKELL | ||||||||||||||
| PHARMACY DIRECTOR | $178,898 | $0 | $16,041 | $0 | $1,708 | $0 | $7,745 | $0 | $22,564 | $0 | $226,956 | $0 | $0 | $0 |
| MICHELE LEHUTA | ||||||||||||||
| GOVERNMENT PROGRAMS DIRECTOR | $157,633 | $0 | $32,040 | $0 | $15,076 | $0 | $8,159 | $0 | $8,739 | $0 | $221,647 | $0 | $0 | $0 |
| JEFFREY CINCIARELLI | ||||||||||||||
| CHIEF SALES OFFICER | $165,923 | $0 | $0 | $0 | $3,690 | $0 | $16,615 | $0 | $9,282 | $0 | $195,510 | $0 | $0 | $0 |
| ALI DARUGAR | ||||||||||||||
| FORMER CHIEF INFORMATION OFFICER | $70,359 | $0 | $0 | $0 | $31,981 | $0 | $4,175 | $0 | $7,665 | $0 | $114,180 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | WHA PAID $135 EACH FOR YEARLY HEALTH CLUB DUES FOR TWO OFFICERS, SIX KEY EMPLOYEES, AND TWO HIGHEST COMPENSATED EMPLOYEES LISTED ON FORM 990 PART VII. THESE AMOUNTS HAVE BEEN INCLUDED AS TAXABLE BENEFITS IN ON THE EMPLOYEES' 2019 W-2S. CLUB DUES HAVE BEEN PAID BY WHA FOR BUSINESS USE BY ONE OFFICER. AS THE USE OF THIS CLUB IS FOR BUSINESS USE ONLY AND NOT FOR PERSONAL USE, NO AMOUNT HAS BEEN INCLUDED AS TAXABLE COMPENSATION TO THE OFFICER. SPOUSAL TRAVEL FOR PURPOSES OF ATTENDING A BUSINESS EVENT WAS PROVIDED TO THE SPOUSES ACCOMPANYING 5 PERSONS LISTED ON FORM 990, PART VII, SECTION A. THE ATTENDANCE OF THE SPOUSES WAS DETERMINED TO BE A BUSINESS EXPENSE AND THUS NOT INCLUDED IN THE TAXABLE INCOME FOR THOSE LISTED INDIVIDUALS. |
| PART I, LINE 4B | THE ORGANIZATION HAS A 457(F) PLAN WHEREBY PARTICIPANTS VEST AFTER 5 YEARS, WITH IMMEDIATE VESTING UPON DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT CAUSE. THE FOLLOWING INDIVIDUALS PARTICIPATE IN THE 457(F) PLAN IN THE 2019 CALENDAR YEAR: GARRY MAISEL, RECEIVING A CONTRIBUTION OF $94,272, NO DISTRIBUTION MARIETTE RUECKER, RECEIVING A CONTRIBUTION OF $30,110, NO DISTRIBUTION DONALD HUFFORD, RECEIVING A CONTRIBUTION OF $34,107, NO DISTRIBUTION REBECCA DOWNING, RECEIVING A CONTRIBUTION OF $21,556, NO DISTRIBUTION GLENN HAMBURG, RECEIVING A CONTRIBUTION OF $20,060, NO DISTRIBUTION KEITH HOWES, RECEIVING A CONTRIBUTION OF $17,296 , NO DISTRIBUTION FREDERICK HERON, RECEIVING A CONTRIBUTION OF $17,550, NO DISTRIBUTION JEFFREY CINCIARELLI, RECEIVING A CONTRIBUTION OF $16,615, NO DISTRIBUTION |
| PART I, LINE 7 | BONUSES/INCENTIVES ARE BASED ON AN INDIVIDUAL'S PERFORMANCE AND ARE DISCRETIONARY BASED ON MEETING ESTABLISHED GOALS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | DIGNITY COMMUNITY CARE AND NORTHBAY HEALTHCARE GROUP ARE MEMBERS OF WESTERN HEALTH ADVANTAGE. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIGNITY COMMUNITY CARE AND NORTHBAY HEALTHCARE GROUP HAVE RIGHTS TO ELECT AND REMOVE MOST BOARD MEMBERS. WHA IS A COMMUNITY HEALTH PLAN CONTROLLED BY ITS TWO MEMBERS, BOTH OF WHICH ARE HEALTH SYSTEMS TAX EXEMPT UNDER 501(C)(3). THE MEMBER HEALTH SYSTEMS CONTROL THE APPOINTMENT OF SIX OUT OF EIGHT MEMBERS TO THE BOARD OF DIRECTORS OF WHA, WITH THE SEVENTH MEMBER BEING ELECTED BY A MAJORITY OF THE OTHER DIRECTORS AND THE EIGHTH MEMBER BEING THE PRESIDENT SERVING ON THE BOARD EX OFICIO. |
| FORM 990, PART VI, SECTION A, LINE 7B | DIGNITY COMMUNITY CARE AND NORTHBAY HEALTHCARE GROUP RETAIN THE APPROVAL RIGHTS AFFORDED MEMBERS FOR CERTAIN SIGNIFICANT TRANSACTIONS (E.G. CHANGE IN BYLAWS). |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE THE RETURN IS FILED. THE ORGANIZATION'S CFO AND FINANCE DIRECTOR WORK CLOSELY WITH AN OUTSIDE ACCOUNTING FIRM TO PREPARE AND REVIEW THE RETURN. A COMPLETE COPY OF FORM 990 IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE ORGANIZATION DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES WHICH THE BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES COMPLETE AND RETURN. THE CHIEF LEGAL OFFICER OF THE ORGANIZATION REVIEWS THE RETURNED FORMS FOR COMPLIANCE. IF A CONFLICT IS REPORTED IT WOULD BE HANDLED IN ACCORDANCE WITH THE CONFLICTS OF INTEREST POLICY, WHICH REQUIRES INDIVIDUALS WITH A POTENTIAL CONFLICT TO RECUSE THEMSELVES FROM THE BOARD'S DELIBERATIONS ON THE ISSUE OF CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND AUTHORIZES THE CEO TO APPROVE COMPENSATION OF THE OTHER CHIEF LEVEL EMPLOYEES WITH THE CAVEAT THAT ALL COMPENSATION OF THE CHIEF LEVEL EMPLOYEES MUST BE WITHIN THE RECOMMENDATIONS OF THE INDEPENDENT COMPENSATION REPORT. A WRITTEN POLICY REQUIRES THAT THE BOARD DETERMINE THAT COMPENSATION IS REASONABLE TO WHA BASED UPON INFORMATION SUFFICIENT TO DETERMINE WHETHER THE VALUE OF SERVICES IS THE AMOUNT THAT WOULD ORDINARILY BE PAID FOR LIKE SERVICES BY LIKE ENTERPRISES, WHETHER TAXABLE OR TAX EXEMPT. UNDER LIKE CIRCUMSTANCES RELEVANT INFORMATION INCLUDES, BUT IS NOT LIMITED TO, COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS, BOTH TAXABLE AND TAX-EXEMPT, FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA OF THE APPLICABLE TAX EXEMPT ORGANIZATION, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS, AND ACTUAL WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE DISQUALIFIED PERSON. THE BOARD MUST ALSO MAKE A FINDING THAT COMPENSATION TO THE CEO AND CFO IS JUST AND REASONABLE. ANY MEMBERS OF THE BOARD WHO HAVE A CONFLICT CANNOT BE INCLUDED IN THE DECISION MAKING. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CAPITATION EXPENSE: PROGRAM SERVICE EXPENSES 543,915,766. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 543,915,766. CLAIMS EXPENSE: PROGRAM SERVICE EXPENSES 117,173,381. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,173,381. MEDICAL ADMINISTRATION: PROGRAM SERVICE EXPENSES 11,779,407. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,779,407. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN HEALTH ADVANTAGE COMMUNITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2349 GATEWAY OAKS FRNE SUITE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870748090 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Entity Type | C | EntityTypeTxt |
| 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 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 | 0 | TransferFromOtherOrgInd |