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CALIFORNIA HOSPITAL ASSOCIATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA HOSPITAL ASSOCIATION (EIN 68-0343712)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201723189349313707
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-14T19:42:05-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Moss Adams LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13121 W March Ln Ste 200AddressLine1Txt
CityStocktonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP952192367ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680343712EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1California Hospital AssociationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone9165527629PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 K Street No 800AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJennifer NewmanPersonNm
Person TitleSVP/ CFOPersonTitleTxt
Phone9165527629PhoneNum
Signature2017-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTracy S PagliaPreparerPersonNm
PTINP00366884PTIN
Phone2099556100PhoneNum
Preparation2017-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.129.7.100IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-13IPDt
IP Tm17:44:24IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id76D4B3FCF07BDA3995A0020FFED00C66F7CB08D7AtSubmissionCreationDeviceId
At Submission Filing Device Id78118257E82E30657AF761EA54FADB8CA1DED754AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDuane DaunerPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 K Street No 800AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$65,513,420GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.calhospital.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionProvide the membership with legislative and regulatory representation and advocacy.ActivityOrMissionDesc
Voting Members Governing Body52VotingMembersGoverningBodyCnt
Voting Members Independent51VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$27,165,405PYProgramServiceRevenueAmt
CY Program Service Revenue$65,461,632CYProgramServiceRevenueAmt
PY Investment Income$25,518PYInvestmentIncomeAmt
CY Investment Income$51,788CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$27,190,923PYTotalRevenueAmt
CY Total Revenue$65,513,420CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,329,763PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,233,422CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$13,620,012PYOtherExpensesAmt
CY Other Expenses$46,788,200CYOtherExpensesAmt
PY Total Expenses$26,949,775PYTotalExpensesAmt
CY Total Expenses$61,021,622CYTotalExpensesAmt
PY Revenues Less Expenses$241,148PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,491,798CYRevenuesLessExpensesAmt
Total Assets BOY$28,162,632TotalAssetsBOYAmt
Total Assets EOY$10,519,239TotalAssetsEOYAmt
Total Liabilities BOY$25,581,545TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,445,453TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,581,087NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,073,786NetAssetsOrFundBalancesEOYAmt
MissionProvide the members with legislative and regulatory representation and advocacy.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescDEVELOP 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 AND OTHER CONTACTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members52GoverningBodyVotingMembersCnt
Independent Voting Member51IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jennifer NewmanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9165527629PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 K Street Suite 800AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (65 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
James R Holmes
Chair1.00Yes (X)Yes (X)$0$0$0
Ann Madden Rice
Chair-Elect1.00Yes (X)Yes (X)$0$0$0
Gregory A Adams
Past Chair1.00Yes (X)Yes (X)$0$0$0
Richard Afable
Secretary/ Treasurer1.00Yes (X)Yes (X)$0$0$0
C Duane Dauner
President37.20Yes (X)Yes (X)$0$1,390,487$46,1972.80
Calvin Knight
Trustee1.00Yes (X)$0$0$0
Tomi Ryba
Trustee1.00Yes (X)$0$0$0
Craig Wagoner
Trustee1.00Yes (X)$0$0$0
Steven R Barron
Trustee1.00Yes (X)$0$0$0
James R West
Trustee1.00Yes (X)$0$0$0
Gary K Wilde
Trustee1.00Yes (X)$0$0$0
Natalie Germuska
Trustee1.00Yes (X)$0$0$0
Robert A Hemker
Trustee1.00Yes (X)$0$0$0
Daniel L Gross
Trustee1.00Yes (X)$0$0$0
John McCormick
Trustee1.00Yes (X)$0$0$0
Rene G Santiago
Trustee1.00Yes (X)$0$0$0
Joel M Bergenfeld
Trustee1.00Yes (X)$0$0$0
Craig Leach
Trustee1.00Yes (X)$0$0$0
Michael A Rembis
Trustee1.00Yes (X)$0$0$0
Barry S Arbuckle
Trustee1.00Yes (X)$0$0$0
William B Caswell
Trustee1.00Yes (X)$0$0$0
Anthony Chavis
Trustee1.00Yes (X)$0$0$0
Pamela S Chevreaux
Trustee1.00Yes (X)$0$0$0
Deborah Webber
Trustee1.00Yes (X)$0$0$0
Philip A Cohen
Trustee1.00Yes (X)$0$0$0
Adam Darvish
Trustee1.00Yes (X)$0$0$0
Christopher Dawes
Trustee1.00Yes (X)$0$0$0
Delvecchio S Finley
Trustee1.00Yes (X)$0$0$0
Michael Fitzgerald
Trustee1.00Yes (X)$0$0$0
Charles P Francis
Trustee1.00Yes (X)$0$0$0
Tom Hanenburg
Trustee1.00Yes (X)$0$0$0
Kerry Heinrich
Trustee1.00Yes (X)$0$0$0
CR Bob Hudson
Trustee1.00Yes (X)$0$0$0
Thomas E Jackiewicz
Trustee1.00Yes (X)$0$0$0
Kevin A Klockenga
Trustee1.00Yes (X)$0$0$0
Sarah Krevans
Trustee1.00Yes (X)$0$0$0
Andrew B Leeka
Trustee1.00Yes (X)$0$0$0
Lindsay K Mann
Trustee1.00Yes (X)$0$0$0
Steven J Packer MD
Trustee1.00Yes (X)$0$0$0
Julie Petrini
Trustee1.00Yes (X)$0$0$0
Thomas M Priselac
Trustee1.00Yes (X)$0$0$0
Beverly Quaye
Trustee1.00Yes (X)$0$0$0
Scott Reiner
Trustee1.00Yes (X)$0$0$0
Bryan R Rogers
Trustee1.00Yes (X)$0$0$0
Michael Sarian
Trustee1.00Yes (X)$0$0$0
Angela Scioscia
Trustee1.00Yes (X)$0$0$0
Sharon A Spurgeon
Trustee1.00Yes (X)$0$0$0
Gustavo Valdespino
Trustee1.00Yes (X)$0$0$0
Chris D Van Gorder
Trustee1.00Yes (X)$0$0$0
Vicki Veal
Trustee1.00Yes (X)$0$0$0
Ronald Werft
Trustee1.00Yes (X)$0$0$0
Joe Wilkins
Trustee1.00Yes (X)$0$0$0
Jennifer M Newman
SVP and Chief Financial Officer37.20Yes (X)$0$315,376$63,2212.80
Julie A Reppas
SVP, Operations and HR37.20$0$306,583$61,9732.80Yes (X)
Anne McLeod
SVP/Health Policy37.20$0$402,345$64,0302.80Yes (X)
Anne N O'Rourke
SVP/Federal Relations37.20$0$382,146$68,2492.80Yes (X)
David H Perrot
SVP and Chief Medical Officer37.20$0$393,009$47,1272.80Yes (X)
William Emmerson
SVP/State Relations & Advocacy37.20$0$384,838$51,6452.80Yes (X)
Dietmar A Grellmann
SVP/External Affairs37.20$0$340,345$65,2962.80Yes (X)
Terry R Sherb
Chief Information Officer37.20$0$229,986$37,7982.80Yes (X)
Constance M Delgado
Chief Legislative Advocate37.20$0$334,734$28,4642.80Yes (X)
Jacquelyn Garman
VP/Legal Counsel37.20$0$257,781$37,2712.80Yes (X)
Alyssa Keefe
VP/Federal Reg Affairs37.20$0$261,059$40,7792.80Yes (X)
Deborah Rogers
VP/Clinical Performance & Transformation37.20$0$251,984$22,7842.80Yes (X)
Gail M Blanchard-Saiger
VP/Counsel Labor & Employment37.20$0$263,706$20,2222.80Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$5,514,379TotReportableCompRltdOrgAmt
Total Other Compensation$655,056TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Supplemental Dues900099$36,854,423$36,854,423
Membership Dues900099$28,607,209$28,607,209
FieldValueIRS element (for citing)
Total Program Service Revenue$65,461,632TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,788TotalRevenueColumnAmt
Exclusion$51,788ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$65,513,420TotalRevenueColumnAmt
Related Or Exempt Func Income$65,461,632RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$51,788ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,311,402TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,611,913TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$643,253TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,043,271TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$623,583TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,799,869TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,412,115TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,517,845TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,802,431TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,260,062TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,900,664TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$718,046TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
Advocacy support$33,125,644
Events and Speakers$520,957
Committees$443,372
UHA dues$233,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,054,195TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$61,021,622TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$23,008,910BOYAmt
EOY$7,757,344EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,171,916BOYAmt
EOY$2,271,726EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$981,806BOYAmt
EOY$490,169EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,162,632BOYAmt
EOY$10,519,239EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,638,668BOYAmt
EOY$1,581,362EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$23,942,877BOYAmt
EOY$1,864,091EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,581,545BOYAmt
EOY$3,445,453EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,581,087BOYAmt
EOY$7,073,786EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,581,087BOYAmt
EOY$7,073,786EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,162,632BOYAmt
EOY$10,519,239EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,491,798ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$901NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedYes (1)SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$243,904BeginningYearBalanceAmt
Investment Earnings Or Losses$5,447InvestmentEarningsOrLossesAmt
End Year Balance$249,351EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$256,362BeginningYearBalanceAmt
Investment Earnings Or Losses$4,542InvestmentEarningsOrLossesAmt
Other Expenditures$17,000OtherExpendituresAmt
End Year Balance$243,904EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$252,350BeginningYearBalanceAmt
Investment Earnings Or Losses$4,012InvestmentEarningsOrLossesAmt
End Year Balance$256,362EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$263,351BeginningYearBalanceAmt
Investment Earnings Or Losses$5,999InvestmentEarningsOrLossesAmt
Other Expenditures$17,000OtherExpendituresAmt
End Year Balance$252,350EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$257,317BeginningYearBalanceAmt
Investment Earnings Or Losses$6,034InvestmentEarningsOrLossesAmt
End Year Balance$263,351EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.90230PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.09770TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:THE ENDOWMENT FUNDS ARE USED FOR THE WALKER/SULLIVAN ENDOWMENT WHICH FUNDS GRANTS TO STUDY HEALTHCARE OPERATIONS. THE ENDOWMENT FUNDS REPORTED IN PART V ARE HELD BY CALIFORNIA HEALTH FOUNDATION AND TRUST FOR THE BENEFIT OF CALIFORNIA HOSPITAL ASSOCIATION.
Part X, Line 2:CHA is a California nonprofit mutual benefit corporation and is exempt from income taxes under Internal Revenue Code Section 501(c)(6). CHA is exempt from income taxes under California Revenue and Tax Code Section 23701e. CHA and CHFT are, however, subject to income taxes from activities unrelated to their tax-exempt purpose. Management does not believe there is any unrelated business income as of December 31, 2016 and 2015. 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, 2016 and 2015.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
C Duane Dauner
President$0$959,347$0$378,257$0$52,883$0$18,550$0$27,647$0$1,436,684$0$0
Jennifer M Newman
SVP and Chief Financial Officer$0$264,134$0$50,000$0$1,242$0$36,550$0$26,671$0$378,597$0$0
Julie A Reppas
SVP, Operations and HR$0$255,773$0$50,000$0$810$0$36,550$0$25,423$0$368,556$0$0
Anne McLeod
SVP/Health Policy$0$341,103$0$60,000$0$1,242$0$36,550$0$27,480$0$466,375$0$0
Anne N O'Rourke
SVP/Federal Relations$0$330,364$0$50,000$0$1,782$0$36,550$0$31,699$0$450,395$0$0
David H Perrot
SVP and Chief Medical Officer$0$339,445$0$50,000$0$3,564$0$36,550$0$10,577$0$440,136$0$0
William Emmerson
SVP/State Relations & Advocacy$0$333,880$0$40,000$0$10,958$0$36,550$0$15,095$0$436,483$0$0
Dietmar A Grellmann
SVP/External Affairs$0$294,103$0$45,000$0$1,242$0$36,550$0$28,746$0$405,641$0$0
Terry R Sherb
Chief Information Officer$0$214,925$0$12,000$0$3,061$0$16,316$0$21,482$0$267,784$0$0
Constance M Delgado
Chief Legislative Advocate$0$283,492$0$50,000$0$1,242$0$18,550$0$9,914$0$363,198$0$0
Jacquelyn Garman
VP/Legal Counsel$0$246,721$0$7,500$0$3,560$0$18,187$0$19,084$0$295,052$0$0
Alyssa Keefe
VP/Federal Reg Affairs$0$235,545$0$25,000$0$514$0$18,550$0$22,229$0$301,838$0$0
Deborah Rogers
VP/Clinical Performance & Transforma$0$243,721$0$6,000$0$2,263$0$17,659$0$5,125$0$274,768$0$0
Gail M Blanchard-Saiger
VP/Counsel Labor & Employment$0$232,984$0$30,000$0$722$0$18,474$0$1,748$0$283,928$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 3CHA RELIES ON CAHHS, A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE PRESIDENT USING ONE OR MORE OF THE METHODS DESCRIBED ON SCHEDULE J, PART I LINE 3. THE COMPENSATION REPORTED IN SCHEDULE J IS PAID BY CAHHS AND IS FOR SERVICES PROVIDED TO CAHHS AND CALIFORNIA HOSPITAL ASSOCIATION.
Part I, Line 4bTHE ORGANIZATION MAINTAINS A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. THIS PLAN IS INTENDED TO QUALIFY AS AN UNFUNDED PLAN OF DEFERRED COMPENSATION THAT IS MAINTAINED BY AN EMPLOYER PRIMARILY FOR THE PURPOSE OF PROVIDING DEFERRED COMPENSATION FOR THE SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES AS THOSE TERMS ARE DEFINED UNDER THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED (ERISA). FUNDING FOR THIS PLAN IS THROUGH ANNUAL EMPLOYER CONTRIBUTIONS AND IS LIMITED TO THE ANNUAL AMOUNT SET FORTH BY THE US TREASURY DEPARTMENT. ANNE MCLEOD, David H Perrot, William Emmerson, Ann N. O'Rourke, Dietmar A Grellmann, Jennifer Newman and Julie A Reppas PARTICIPATED IN THE PLAN AND RECEIVED A BENEFIT OF $18,000 each FOR THE YEAR.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 6THE ORGANIZATION HAS THREE CORPORATE MEMBERS AND EACH MEMBER SHALL CONSTITUTE A REGIONAL ASSOCIATION. EACH VOTING AND NONVOTING MEMBER OF EACH REGIONAL ASSOCIATION SHALL BE A NONVOTING CONSTITUENT MEMBER OF CALIFORNIA HOSPITAL ASSOCIATION.
Form 990, Part VI, Section A, line 7aCORPORATE MEMBERS ELECT CERTAIN MEMBERS OF THE GOVERNING BODY; CERTAIN GOVERNING BODY MEMBERS ARE EX OFFICIO PER THE BYLAWS.
Form 990, Part VI, Section A, line 7bTHE BYLAWS CONTAIN CERTAIN RESERVE POWERS THAT MUST BE APPROVED BY THE GOVERNING BODY OF AT LEAST TWO OF THE THREE CORPORATE MEMBERS.
Form 990, Part VI, Section B, line 11bEACH MEMBER OF THE CALIFORNIA HOSPITAL ASSOCIATION executive committee WAS SENT A COPY OF THE DRAFT 990 BEFORE IT WAS FILED.
Form 990, Part VI, Section B, line 12cANNUAL DISCLOSURE MUST BE SIGNED BY OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES AND REPORTED TO THE BOARD IF A CONFLICT EXISTS.
Form 990, Part VI, Section C, line 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACd
CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS
1215 K Street Suite 800SacramentoCA95814941205908REPRESENT HOSPITAL INTERESTS BEFORE LEGISLATORS AND REGULATORSCA501(c)(6)CHAYes (1)
CALIFORNIA HEALTH FOUNDATION AND TRUST
1215 K Street Suite 800SacramentoCA95814941498697RESEARCH/EDUCATION IN HEALTHCARE DELIVERY, FINANCING & PATIENT CARECA501(c)(3)CHAYes (1)Line 7
california hospitals committee on issues
1127 11th street suite 300sacramentoCA95814680148902ballot initiativesCA501(c)(6)Yes (1)N/A

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1HEALTH PROPERTY ASSOCIATESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 K STREET Suite 800AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
EIN680177130EIN
Primary ActivitiesGROUND LEASEPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 K STREET Suite 800AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
EIN680114819EIN
Primary ActivitiesInactivePrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
California Association of Hospitals and Health Systems
M$27,402,357Actual
California Hospitals Committee on Issues
B$32,125,644Actual