WESTERN HEALTH ADVANTAGE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN HEALTH ADVANTAGE (EIN 68-0393304)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-14
- IRS object ID
- 201740459349301349
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-14T13:38:52-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3975 Freedom Circle Dr Suite 100 | AddressLine1Txt |
| City | Santa Clara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | 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) |
|---|---|---|
| In Care Of | % STEPHANIE MADSEN | InCareOfNm |
| 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 | CFO | PersonTitleTxt |
| Signature | 2017-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Valerie J Ball | PreparerPersonNm |
| PTIN | P00178114 | PTIN |
| Phone | 4083675764 | PhoneNum |
| Preparation | 2017-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARRY MAISEL | 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 | $665,101,663 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | IMPROVING THE HEALTH AND WELFARE OF THE COMMUNITIES SERVED BY PROVIDING HEALTH BENEFIT COVERAGE AND FURTHERING MISSIONS OF THE ORGANIZATION'S EXEMPT ORGANIZATION MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 194 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $317,169 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$5,068,124 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $595,156,420 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $664,944,132 | CYProgramServiceRevenueAmt |
| PY Investment Income | $269,957 | PYInvestmentIncomeAmt |
| CY Investment Income | $155,576 | CYInvestmentIncomeAmt |
| PY Other Revenue | $558,903 | PYOtherRevenueAmt |
| CY Other Revenue | $1,955 | CYOtherRevenueAmt |
| PY Total Revenue | $595,985,280 | PYTotalRevenueAmt |
| CY Total Revenue | $665,101,663 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,119,097 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,218,135 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,610,311 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,104,148 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $591,431,429 | PYOtherExpensesAmt |
| CY Other Expenses | $643,265,271 | CYOtherExpensesAmt |
| PY Total Expenses | $609,160,837 | PYTotalExpensesAmt |
| CY Total Expenses | $663,587,554 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,175,557 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,514,109 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $93,917,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,478,356 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $86,608,453 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $74,667,918 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,308,607 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,810,438 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE THE HEALTH OF THE RESIDENTS OF CALIFORNIA AND TO SERVE THE COMMUNITY INTERESTS OF THE RESIDENTS OF CALIFORNIA BY OPERATION OF A HEALTH MAINTENANCE ORGANIZATION. Additional information: SUPPORT OF MEMBER HEALTH SYSTEMS. THE ORGANIZATION IS COMMUNITY CONTROLLED BY THREE TAX-EXEMPT HEALTH SYSTEMS. THE ORGANIZATION IS CONTROLLED BY ITS MEMBER HEALTH SYSTEMS, ALL OF WHICH ARE TAX EXEMPT UNDER 501(C)(3). THE MEMBER HEALTH SYSTEMS CONTROL THE APPOINTMENT OF 9 OUT OF 10 MEMBERS TO THE BOARD OF DIRECTORS OF THE ORGANIZATION, WITH THE TENTH MEMBER BEING ELECTED BY A MAJORITY OF THE OTHER DIRECTORS. CHARITY TO THE COMMUNITY. IN PARTNERSHIP WITH MEMBER HEALTH SYSTEMS, THE MEMBER HEALTH SYSTEMS, COMPOSED OF NETWORKS OF HOSPITALS AND PHYSICIAN GROUPS, ARE SUBJECT TO REQUIREMENTS THAT THEY PERFORM COMMUNITY HEALTH NEEDS ASSESSMENTS AND TO DEVELOP PLANS TO SERVE THE COMMUNITY ON A PER-HOSPITAL BASIS. THE MEMBER HEALTH SYSTEMS ADVANCE THEIR CHARITABLE MISSIONS BY PROVIDING FINANCIAL ASSISTAN | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $652,515,186 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $664,626,963 | RevenueAmt |
| Desc | PUBLIC BENEFIT HEALTH COVERAGE THE ORGANIZATION PROMOTES THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY BY OFFERING HEALTH BENEFIT COVERAGE TO THE PUBLIC THROUGH MULTIPLE, EASILY ACCESSIBLE CHANNELS. THE ORGANIZATION SERVES INDIVIDUALS, FAMILIES AND SMALL EMPLOYER GROUPS, AND SOME LARGE EMPLOYER GROUPS, THE MAJORITY OF WHOM ARE THE EMPLOYEES AND DEPENDENTS OF ITS THREE CORPORATE MEMBERS, DIGNITY HEALTH, NORTHBAY HEALTHCARE GROUP, AND THE UNIVERSITY OF CALIFORNIA, DAVIS HEALTH SYSTEM (COLLECTIVELY "MEMBER HEALTH SYSTEMS") AND GOVERNMENTAL ENTITIES, INCLUDING THE UNIVERSITY OF CALIFORNIA, SEVERAL SCHOOL DISTRICTS AND CITIES, WATER DISTRICTS, FIRE DISTRICTS, CONSERVATION DISTRICTS AND OTHER SUCH GOVERNMENTAL ENTITIES. EMPLOYEES AND DEPENDENTS OF THE ORGANIZATION'S THREE MEMBER HEALTH SYSTEMS, WHICH ENGAGE IN TAX-EXEMPT AND CHARITABLE PURPOSES, COMPRISE 37% OF ALL OF THE ORGANIZATION'S ENROLLEES. GOVERNMENTAL ENTITIES' EMPLOYEES AND DEPENDENTS COMPRISE AN ADDITIONAL 13% OF ALL OF THE ORGANIZATION'S ENROLLEES. ALL ENROLLEES ARE ENTITLED TO RECEIVE THE FULL RANGE OF BENEFITS DEFINED BY THE STATE AND FEDERAL GOVERNMENT AS "BASIC HEALTH CARE SERVICES"ESSENTIAL HEALTH BENEFITS". THE ORGANIZATION PROVIDES COVERAGE OF PREEXISTING CONDITIONS AND HIGH-RISK INDIVIDUALS WITHOUT A PRICE DIFFERENTIAL AND WITHOUT REGARD TO AGE (FOR INDIVIDUALS YOUNGER THAN 65), INCOME, OR EMPLOYMENT STATUS. THE ORGANIZATIONS PREMIUMS ARE KEPT LOW IN ORDER TO MAKE ITS COVERAGE MORE AFFORDABLE FOR MEMBERS OF THE PUBLIC, INDIVIDUALS ENROLLED THROUGH COVERED CALIFORNIA AND THROUGH EMPLOYER GROUPS. THE ORGANIZATION DOES NOT DECLINE COVERAGE TO ANY INDIVIDUAL OF THE PUBLIC BASED ON HEALTH CONDITION, NOR DOES THE ORGANIZATION DISCRIMINATE ON THE BASIS OF RACE, ETHNICITY, COUNTRY OF ORIGIN, SEX, GENDER, OR GENDER IDENTITY OR EXPRESSION. ALL MEMBERS OF THE PUBLIC MAY PURCHASE HEALTH COVERAGE FROM THE ORGANIZATION, WHICH BENEFITS THE COMMUNITY AS A WHOLE. MORE SPECIFICALLY, THE ORGANIZATION BENEFITS THE COMMUNITY AND PROMOTES SOCIAL WELFARE BY REASON OF (1) ENROLLMENT THAT IS OPEN TO INDIVIDUALS 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 INDIVIDUALS THE ORGANIZATION'S COMMITMENT TO ENSURING THAT HEALTH COVERAGE IS AVAILABLE TO THE ENTIRE COMMUNITY IS SHOWN BY ITS MARKETING/COMMUNITY RELATIONS BUDGET AND MARKETING MATERIALS. THE ORGANIZATION HEAVILY FOCUSES ON EXPANDING ITS HEALTH CARE OFFERINGS IN THE INDIVIDUAL MARKET. SUBSTANTIALLY ALL OF THE ORGANIZATION'S MARKETING BUDGET AND MARKETING PERSONNEL ARE DEVOTED TO PROMOTING COVERAGE THROUGH COVERED CALIFORNIA AND OTHER OFFERINGS OF INDIVIDUAL COVERAGE. THE ORGANIZATION 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 AN INFORMATIONAL MAGAZINE FOR PROVIDERS ALSO SENT EVERY THREE MONTHS. THE ORGANIZATION'S SERVICE AREA INCLUDES A NUMBER OF COUNTIES THAT HAVE A SIGNIFICANT NUMBER OF UNINSURED INDIVIDUALS. THE SOCIAL WELFARE PURPOSE OF THE ORGANIZATION IS DEMONSTRATED BY THE FACT THAT IT OPERATES IN A SERVICE AREA THAT INCLUDES MEDICALLY UNDERSERVED, LOW INCOME, RURAL AND HIGH RISK PERSONS. THE ORGANIZATION'S SERVICE AREA INCLUDES BOTH MEDICALLY UNDERSERVED POPULATIONS ("MUPS") AND MEDICALLY UNDERSERVED AREAS ("MUAS"). MUAS AND MUPS ARE AREAS OR POPULATIONS DESIGNATED BY THE FEDERAL HEALTH RESOURCES AND SERVICES ADMINISTRATION ("HRSA") AS HAVING TOO FEW PRIMARY CARE PROVIDERS, HIGH INFANT MORTALITY, HIGH POVERTY AND/OR A HIGH ELDERLY POPULATION. OF NOTE, THE BULK OF YOLO COUNTY IS DESIGNATED A MUA. PARTS OF SOLANO AND SACRAMENTO COUNTIES ARE DESIGNATED AS MUAS. AND THE MAJORITY OF NAPA AND MARIN COUNTIES ARE DESIGNATED AS MUPS. OTHER PORTIONS OF THE ORGANIZATION'S SERVICE AREA ARE ALSO DESIGNATED AS A MUA AND/OR MUP. PORTIONS OF THE ORGANIZATION'S SERVICE AREA ARE DESIGNATED AS HAVING A SHORTAGE OF PRIMARY CARE PHYSICIANS ("PCPHPSAS") , MENTAL HEALTH ("MHPSAS"), AND REGISTERED NURSE ("RNSAS") PROVIDERS. OF NOTE, THE MAJORITY OF EL DORADO, PLACER, AND SACRAMENTO COUNTIES ARE DESIGNATED PCPHPSAS, YOLO COUNTY IS DESIGNATED A MHHPSA VIA A POPULATION DESIGNATION. ALL OF COLUSA AND EL DORADO AND PARTS OF SOLANO COUNTIES ARE DESIGNATED VIA A GEOGRAPHIC DESIGNATION, AND THE ENTIRETY OF SACRAMENTO COUNTY IS AN RNSA. ALL OF THE COUNTIES WITHIN THE ORGANIZATION'S SERVICE AREA HAVE POPULATIONS BELOW THE POVERTY LEVEL. OF NOTE, THERE ARE LARGE PERCENTAGES OF CHILDREN AGES 0 TO 17 LIVING BELOW THE POVERTY LEVEL IN COLUSA (25.2%) AND SACRAMENTO COUNTIES (23.1%). THE ORGANIZATION'S SERVICE AREA CONTAINS A NUMBER OF COUNTIES THAT HAVE A HIGH PERCENTAGE OF UNINSURED INDIVIDUALS AND FAMILIES. OF NOTE, NAPA, SACRAMENTO, SOLANO, SONOMA, AND YOLO COUNTIES HAVE ESTIMATED UNINSURED RATES OF GREATER THAN 15%, EL DORADO, MARIN, AND PLACER COUNTIES HAVE UNINSURED RATES GREATER THAN 10%, AND COLUSA HAS AN ESTIMATED UNINSURED RATE OF GREATER THAN 23%. ON AVERAGE, THE PERCENTAGE OF PERSONS UNINSURED IN THE ORGANIZATION'S SERVICE AREA SIGNIFICANTLY EXCEEDS THAT OF THE STATE OF CALIFORNIA AND THE NATION. THE ORGANIZATION PROVIDES COVERAGE TO A SIGNIFICANT NUMBER OF INDIVIDUALS WHO ARE CHILDREN (18%) AND ELDERLY AGED 55 YEARS OR OLDER (18%). THE PLAN'S SERVICE AREA INCLUDES SEVERAL COUNTIES THAT HAVE POPULATIONS WITH HIGH PERCENTAGES OF FAIR OR POOR HEALTH OUTCOMES. FOR EXAMPLE, 10.3% OF SOLANO COUNTY CHILDREN AGES 0 TO 17 HAVE FAIR OR POOR HEALTH. IN SACRAMENTO COUNTY, 29% OF ADULTS AGES 65 AND OLDER HAVE FAIR OR POOR HEALTH. ADDITIONALLY, NEARLY ALL OF THE ORGANIZATION'S SERVICE AREA COUNTIES HAVE HIGH PERCENTAGES OF FAIR OR POOR HEALTH FOR ADULTS AGES 18 TO 64. WHA WELLNESS PROGRAMS WHA PROVIDES WELLNESS RESOURCES AND SUPPORT FOR INDIVIDUAL AND EMPLOYER/BROKER-DRIVEN WELLNESS INITIATIVES, WHOSE OVERALL GOAL IS TO REDUCE HEALTHCARE COSTS FOR SOCIETY. WHA'S WELLNESS MANAGER WORKS CLOSELY WITH LARGE EMPLOYER GROUPS, PARTICULARLY MUNICIPALITIES AND SCHOOL DISTRICTS, TO HELP DEVELOP WELLNESS PROGRAMS DESIGNED TO IMPROVE THE HEALTH OF WHA'S MEMBERS. WHA'S WELLNESS MANAGER ALSO WORKS WITH SMALL COMPANIES UPON REQUEST. WELLNESS PRESENTATIONS PROGRAMS ARE TAILORED TO EACH EMPLOYER GROUPS NEEDS, WITH AN EMPHASIS ON MODIFYING HEALTH BEHAVIOR, PREVENTING ILLNESS, AND FACILITATING ACCESS TO HEALTH RESOURCES. THIS IS DONE BY CONDUCTING EDUCATIONAL SEMINARS, GETTING INVOLVED IN EMPLOYER-SPONSORED WELLNESS CAMPAIGNS AND CHALLENGES, PROMOTING ONLINE WELLNESS RESOURCES, AND PARTICIPATING IN HEALTH FAIRS WELLNESS PROGRAMS FOR INDIVIDUALS. OUR ONLINE WELLNESS PROGRAM REACHES INDIVIDUALS BY OFFERING HEALTH ASSESSMENTS AND TRACKING TOOLS. THE MAIN PURPOSE OF OUR WELLNESS PROGRAM IS TO EDUCATE OUR MEMBERS ON HEALTHY LIVING AND PUT THEM IN TOUCH WITH TOOLS AND RESOURCES THAT WILL HELP THEM TO IMPROVE THEIR HEALTH. MEMBERS CAN ACCESS HEALTH RESOURCES THROUGH THE WESTERN HEALTH ADVANTAGE WEBSITE WELLNESS PROGRAMS FOR THE COMMUNITY. WHA'S WELLNESS INITIATIVES REACH BEYOND WHA'S BASE OF APPROXIMATELY 125,000 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 APPEARS REGULARLY IN MEDIA DRIVEN CAMPAIGNS, INCLUDING GIVING INTERVIEWS ON LOCAL TELEVISION NEWS PROGRAMS SEEN THROUGHOUT NORTHERN CALIFORNIA, PROMOTING HEALTHY EATING AND ACTIVITY. THUS, WHA'S WELLNESS INITIATIVES REACH POTENTIALLY MILLIONS OF PEOPLE IN THE NORTHERN CALIFORNIA REGION. WHAFIT WHAFIT IS WHA'S OWN HEALTH AND WELLNESS PROGRAM, FORMED IN 2013, TO PROMOTE THE HEALTH AND WELL-BEING OF WHA'S APPROXIMATELY 190 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. WHA AND THE AMERICAN HEART ASSOCIATION ADDITIONALLY, WHA'S WELLNESS MANAGER LEADS A COORDINATED "FIT-FRIENDLY" 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,218,135 | ExpenseAmt |
| Grant | $1,218,135 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | COMMUNITY OUTREACH AND SUPPORT THE ORGANIZATION SUPPORTS MEMBER HEALTH SYSTEMS' MISSIONS THROUGH CHARITABLE GRANTS. THE ORGANIZATION 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 2015-2016, THE ORGANIZATION BUDGETED OVER $1,000,000 TO SUPPORT CHARITABLE PROGRAMS WHICH BENEFIT THE COMMUNITY SERVED BY THE ORGANIZATION, INCLUDING (1) A $100,000 GRANT TO THE AMERICAN HEART ASSOCIATION FOR A COMMUNITY HEALTH AWARENESS PROGRAM, (2) A $100,000 GRANT TO THE CROCKER ART MUSEUM FOR OUTREACH 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. WHA SUPPORTS LOCAL COMMUNITIES. BENEFITING THE COMMUNITY IS AT THE CORE OF WHA'S BEING AND SO WE SUPPORT THE COMMUNITIES WHERE WE LIVE AND WORK. WHA HAS BEEN CONNECTING OUR SERVICES WITH THE NEEDS OF AREA RESIDENTS FOR MANY YEARS AND FOR ONE REASON- TO KEEP THEM, THEIR FAMILY, AND THEIR NEIGHBORS HEALTHY. IT IS OUR SINGULAR MISSION, AND BY WORKING TOGETHER, WE CAN CONTINUE TO MAKE OUR COMMUNITY A HEALTHIER PLACE TO LIVE, NOW AND INTO THE FUTURE. WHA STRIVES TO STRENGTHEN THE FABRIC OF NEIGHBORHOODS AND IMPROVE AND ENRICH THE LIVES OF COMMUNITY MEMBERS BY SUPPORTING WORTHY LOCAL ORGANIZATIONS. AS A LOCAL ORGANIZATION, ALMOST ALL OF OUR ECONOMIC IMPACT IS FELT IN THE GREATER SACRAMENTO AREA, FROM SALARIES TO PURCHASING TO CHARITABLE GIVING, WHA SUPPORTS PROGRAMS OR ACTIVITIES THAT PROVIDE TREATMENT AND/OR PROMOTE HEALTH AND HEALING AS A RESPONSE TO IDENTIFIED COMMUNITY NEEDS BY SUPPORTING LOCAL ORGANIZATIONS. IN PARTICULAR, WHA IS COMMITTED TO THE FOLLOWING ACTIVITIES: HEALTH, AND WELLNESS NUTRITION, HEALTHY FAMILIES AND WELL-BEING ARE ALL CENTRAL TO OUR MISSION; ARTS, A HEALTHY COMMUNITY NOURISHES THE BODY, MIND AND SOUL; LOCAL SAFETY NET, SUPPORT FOR THE MOST VULNERABLE, AT-RISK MEMBERS OF OUR COMMUNITY REINFORCES OUR COMMITMENT TO IMPROVING THE REGION; CIVIC LEADERSHIP, AS A LOCAL COMPANY, WE HAVE A VESTED INTEREST IN BUILDING THE CAPACITY OF OUR COMMUNITY RELATIONS. WHA IS A PARTNER TO THE COMMUNITIES WE SERVE, COMMUNITY RELATIONS DEVELOPS AND IMPLEMENTS OUTREACH PROGRAMS, INCLUDING SOCIAL AND COMMUNITY AWARENESS INCENTIVES. EACH YEAR, WHA PROVIDES FINANCIAL ASSISTANCE FOR A VARIETY OF CULTURAL AND COMMUNITY EVENTS, AS WELL AS HEALTH AND HUMAN SERVICES ORGANIZATIONS EVENTS. RUN TO FEED THE HUNGRY - WHA IS THE TITLE SPONSOR FOR THIS EVENT. IN 2015, SACRAMENTO'S RUN TO FEED THE HUNGRY WAS THE LARGEST THANKSGIVING DAY RACE IN THE COUNTRY, WITH ABOUT 30,000 PARTICIPANTS PROCEEDS FROM THE RACE PROVIDE 20 PERCENT OF THE ANNUAL OPERATING BUDGET FOR THE SACRAMENTO FOOD BANK AND FAMILY SERVICES. WHA'S SPONSORSHIP OF THE EVENT MAKES A HUGE IMPACT IN OUR COMMUNITY. BESIDES BEING A SPONSOR OF THIS EVENT, WHA SPONSORS A COMPANY TEAM AND ENCOURAGES ALL EMPLOYEES TO PARTICIPATE. THE RUN TO FEED THE HUNGRY IS A GREAT WAY TO PROMOTE HEALTH AND WELLNESS IN THE WORKPLACE. GO RED FOR WOMEN WEAR RED DAY IN FEBRUARY, AHA START WALKING DAY, AHA HEART WALK. THE HEART WALK IS THE AMERICAN HEART ASSOCIATION'S PREMIERE EVENT FOR RAISING FUNDS TO SAVE LIVES FROM THIS COUNTRY'S NO 1 AND NO 5 KILLERS - HEART DISEASE AND STROKE. DESIGNED TO PROMOTE PHYSICAL ACTIVITY AND HEART-HEALTHY LIVING, THE HEART WALK CREATES AN ENVIRONMENT THAT'S FUN AND REWARDING FOR THE ENTIRE FAMILY. BESIDES BEING A SPONSOR OF THIS EVENT, WHA SPONSORS A COMPANY TEAM AND ENCOURAGES ALL EMPLOYEES TO PARTICIPATE. THE HEART WALK IS A GREAT WAY TO PROMOTE HEALTH AND WELLNESS IN THE WORKPLACE. AHA GO RED FOR WOMEN LUNCHEON, COATS FOR KIDS, MARCH OF DIMES FUNDRAISER, WEAVE WALK A MILE IN HER SHOES, BRING YOUR KIDS TO WORK DAY, KOMEN WALK FOR THE CURE, THE BREATHE CALIFORNIA BIKE TREK, SACRAMENTO PRIDE, WOMEN'S EMPOWERMENT, HEALTHIEST EMPLOYER LUNCHEON, EASTER SEALS DAFFODIL DAYS, WAY UP SACRAMENTO COMMUNITY GARDEN, RIVER CATS AND SACRAMENTO REPUBLIC FC ORGANIZATIONS SUPPORTED WITH GRANTS, SACRAMENTO BALLET, $50,000, PASCO HR CONFERENCE, SOIL BORN FARMS- URBAN FARMING AND FOOD EDUCATION, $25,000 ANNUAL CAPITAL CONTRIBUTION FOR OUTDOOR TEACHING KITCHEN HEALTH FAIRS. WHA PROMOTES HEALTH FAIRS IN THE REGION, TO PROVIDE AND/OR PROMOTE THE AVAILABILITY OF SERVICES, SUCH AS CHOLESTEROL AND BLOOD-PRESSURE SCREENING, COOKING, WEIGHT-LOSS, EXERCISE AND SMOKING CESSATION PROGRAMS THESE PROGRAMS AND SERVICES WORK TO NOURISH MIND, BODY AND SPIRIT. WHA STRONGLY SUPPORTS MANY OF THE LOCAL CHAMBERS OF COMMERCE IN OUR EIGHT-COUNTY SERVICE AREA BECAUSE THAT IS ONE WAY TO REACH SMALL AND LARGE EMPLOYERS AND MAKE THEM AWARE OF WHA HEALTH COVERAGE THAT MIGHT BE OPTIMAL FOR THEIR EMPLOYEES. 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 ADVANTAGES 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 USING ONGOING PAY ROLL DEDUCTIONS OR ONE-TIME. CASH DONATIONS MUST BE MADE TO QUALIFIED NONPROFIT ORGANIZATIONS. OVER 100 WHA EMPLOYEES TOOK PART IN THE EMPLOYEE MATCHING PROGRAM, WITH DONATIONS THAT WERE MATCHED BY WHA IN THE AMOUNT OF $13,100. WE OFFER OUR EMPLOYEES 16 HOURS OF PAID TIME-OFF FOR BOTH PERSONAL VOLUNTEER OPPORTUNITIES, AS WELL AS GROUP TEAM-BUILDING ACTIVITIES IN ADDITION TO PERSONAL VOLUNTEER TIME, EMPLOYEES WILL BE GIVEN THE OPPORTUNITY TO SPEND EIGHT REGULAR WORKING HOURS TO VOLUNTEER AT GROUP COMMUNITY PROGRAMS GROUP VOLUNTEER OPPORTUNITIES. WESTERN HEALTH ADVANTAGE ORGANIZES AT LEAST TWO GROUP VOLUNTEER PROJECTS EACH YEAR EMPLOYEES ARE ENCOURAGED TO USE UP TO EIGHT HOURS OF PAID TIME OFF TO PARTICIPATE IN THESE PROJECTS. 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 | $653,733,321 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1774 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 194 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE MADSEN | PersonNm |
| 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 (24 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 |
|---|---|---|---|---|---|---|---|---|---|
| Tammy Wilcox | |||||||||
| Chairman of the Board | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| James Goodnight MD | |||||||||
| Director(RETIRED - 09/01/2015) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Elnora Cameron | |||||||||
| Secretary | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Gary Passama | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR Shanaz Khambatta | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ann Madden - Rice | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Maureen McKennan | |||||||||
| Vice Chairman | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR Alan Sockolov MD | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Laurie Harting | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kevin Klockenga | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DR MICHAEL HOOPER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Garry Maisel | |||||||||
| President & CEO | 40.0 | 0.0 | Yes (X) | $1,057,232 | $0 | $103,600 | |||
| Mariette Ruecker | |||||||||
| Treasurer & CFO | 40.0 | 0.0 | Yes (X) | $421,442 | $0 | $52,770 | |||
| William Figenshu | |||||||||
| Chief Sales Officer | 40.0 | 0.0 | $338,893 | $0 | $54,956 | Yes (X) | |||
| Donald Hufford | |||||||||
| Chief Medical Officer | 40.0 | 0.0 | $381,061 | $0 | $62,977 | Yes (X) | |||
| Rebecca Downing | |||||||||
| Chief Legal Officer | 40.0 | 0.0 | $256,625 | $0 | $51,896 | Yes (X) | |||
| Frederick Heron | |||||||||
| Chief Mktg & Brand Officer | 32.0 | 0.0 | $225,191 | $0 | $45,719 | Yes (X) | |||
| Glenn Hamburg | |||||||||
| Chief Client Services Officer | 40.0 | 0.0 | $245,571 | $0 | $26,800 | Yes (X) | |||
| Ali Darugar | |||||||||
| Chief Information Officer | 40.0 | 0.0 | $229,526 | $0 | $44,497 | Yes (X) | |||
| Elizabeth Hargett | |||||||||
| Sales Director | 40.0 | 0.0 | $179,901 | $0 | $31,016 | Yes (X) | |||
| Mary Ingram | |||||||||
| Actuarial Services Director | 40.0 | 0.0 | $172,553 | $0 | $27,929 | Yes (X) | |||
| Christopher Paul | |||||||||
| Senior Benefit Consultant | 40.0 | 0.0 | $161,710 | $0 | $24,911 | Yes (X) | |||
| Christopher Morris | |||||||||
| Financial Analysis Manager | 40.0 | 0.0 | $157,279 | $0 | $29,759 | Yes (X) | |||
| Keith Howes | |||||||||
| Human Resources Director | 40.0 | 0.0 | $151,516 | $0 | $22,840 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,978,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $579,670 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE REGENTS OF THE UNIVERSITY OF CA | |||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | MEDICAL SERVICES | $129,395,159 |
| DIGNITY HOSPITAL | |||||
| 1090 GOLD CENTER DRIVE STE 300 | RANCHO CORDOVA | CA | 95670 | MEDICAL SERVICES | $114,343,323 |
| HILL PHYSICIANS MEDICAL GROUP | |||||
| 2409 CAMINO RAMON | SAN RAMON | CA | 94583 | MEDICAL SERVICES | $65,441,117 |
| DIGNITY HEALTH MEDICAL FOUNDATION | |||||
| 3400 DATA CENTER DRIVE | RANCHO CORDOVA | CA | 95670 | MEDICAL SERVICES | $49,159,868 |
| NORTH BAY HEALTHCARE GROUP | |||||
| 1200 B GALE WILSON BLVD | FAIRFIELD | CA | 94533 | MEDICAL SERVICES | $28,073,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 97 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PREMIUMS EARNED | 524114 | $664,356,353 | $664,356,353 | |
| PPO PREMIUM REVENUE | 524298 | $317,169 | $317,169 | |
| ADMINISTRATIVE INCOME | 524292 | $270,610 | $270,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $664,944,132 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,576 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $155,576 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900009 | BusinessCd |
| Total Revenue Column | $1,955 | TotalRevenueColumnAmt |
| Exclusion | $1,955 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,955 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $665,101,663 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $664,626,963 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $317,169 | UnrelatedBusinessRevenueAmt |
| Exclusion | $157,531 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,218,135 | TotalAmt |
| Program Services | $1,218,135 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,504,095 | TotalAmt |
| Program Services | $1,641,602 | ProgramServicesAmt |
| Management And General | $1,862,493 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,158,420 | TotalAmt |
| Program Services | $9,892,438 | ProgramServicesAmt |
| Management And General | $2,265,982 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,183 | TotalAmt |
| Program Services | $272,517 | ProgramServicesAmt |
| Management And General | $69,666 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,033,321 | TotalAmt |
| Program Services | $1,564,521 | ProgramServicesAmt |
| Management And General | $468,800 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066,129 | TotalAmt |
| Program Services | $828,084 | ProgramServicesAmt |
| Management And General | $238,045 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,830,032 | TotalAmt |
| Program Services | $17,285,515 | ProgramServicesAmt |
| Management And General | $544,517 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,982 | TotalAmt |
| Management And General | $270,982 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,117 | TotalAmt |
| Management And General | $184,117 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,000 | TotalAmt |
| Management And General | $9,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,345,713 | TotalAmt |
| Program Services | $601,345,713 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,273,932 | TotalAmt |
| Program Services | $2,273,932 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,741,280 | TotalAmt |
| Program Services | $1,189,891 | ProgramServicesAmt |
| Management And General | $1,551,389 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,193,132 | TotalAmt |
| Program Services | $3,067,041 | ProgramServicesAmt |
| Management And General | $126,091 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $951,393 | TotalAmt |
| Program Services | $247,362 | ProgramServicesAmt |
| Management And General | $704,031 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,623 | TotalAmt |
| Program Services | $84,293 | ProgramServicesAmt |
| Management And General | $84,330 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $869,292 | TotalAmt |
| Program Services | $218,616 | ProgramServicesAmt |
| Management And General | $650,676 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,671 | TotalAmt |
| Management And General | $411,671 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,017,591 | TotalAmt |
| Program Services | $901,446 | ProgramServicesAmt |
| Management And General | $116,145 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,298 | TotalAmt |
| Management And General | $296,298 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| AFFORDABLE CARE ACT FEES | $10,606,977 | $10,606,977 |
| TAXES & OTHER | $894,704 | $894,704 |
| DMHC FEES | $200,534 | $200,534 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,587,554 | TotalAmt |
| Program Services | $653,733,321 | ProgramServicesAmt |
| Management And General | $9,854,233 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,460,798 | BOYAmt |
| EOY | $46,454,266 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,850,234 | BOYAmt |
| EOY | $5,076,177 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,495,817 | BOYAmt |
| EOY | $1,194,054 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $109,962 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,470,730 | BOYAmt |
| EOY | $4,277,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,919,691 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,894,642 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,049,748 | BOYAmt |
| EOY | $4,025,049 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,462,735 | BOYAmt |
| EOY | $6,165,509 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,126,998 | BOYAmt |
| EOY | $16,176,218 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,917,060 | BOYAmt |
| EOY | $83,478,356 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,516,620 | BOYAmt |
| EOY | $10,143,632 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,273,198 | BOYAmt |
| EOY | $18,821,369 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,818,635 | BOYAmt |
| EOY | $45,702,917 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,608,453 | BOYAmt |
| EOY | $74,667,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,308,607 | BOYAmt |
| EOY | $8,810,438 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,308,607 | BOYAmt |
| EOY | $8,810,438 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,917,060 | BOYAmt |
| EOY | $83,478,356 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,514,109 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,278 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $265,669 | OtherCostOrOtherBasisAmt |
| Depreciation | $136,394 | DepreciationAmt |
| Book Value | $129,274 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,571,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,123,410 | DepreciationAmt |
| Book Value | $3,448,489 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,082,124 | OtherCostOrOtherBasisAmt |
| Depreciation | $634,838 | DepreciationAmt |
| Book Value | $447,286 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,025,049 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| AFFORDABLE CARE ACT RECEIVABLE | $6,772,463 |
| INTEREST RECEIVABLE | $32,795 |
| INCOME TAX RECEIVABLE | $835,798 |
| PHARMACY REBATE RECEIVABLE | $4,665,979 |
| UC RISK ADJUSTMENT RECEIVABLE | $1,655,189 |
| ESI GUARANTEE RECEIVABLE | $250,112 |
| ESI CONSULTING RETAINER | $15,000 |
| OTHER RECEIVABLES | $1,948,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,176,218 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| IBNR | $8,907,181 |
| CLAIMS PAYABLE | $8,012,945 |
| MEDICAL COST PAYABLE | $11,586,241 |
| CAPITATION PAYABLE | $3,784,494 |
| INTEREST PAYABLE | $411,756 |
| NOTES PAYABLE TO SPONSORS | $13,000,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $45,702,917 | 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 | THE COMPANY FOLLOWS THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) SUBTOPIC 740-10, INCOME TAXES - OVERALL. THIS PRONOUNCEMENT PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION EXPECTED TO BE TAKEN IN A TAX RETURN. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THE COMPANY HAD RECOGNIZED A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE COMPANY IDENTIFIED AN UNCERTAIN TAX POSITION RESULTING FROM A FEDERAL PERMANENT DIFFERENCE FOR WHICH THE DEDUCTIBILITY WAS UNCERTAIN. AS OF JUNE 30, 2014, THE COMPANY RECOGNIZED CUMULATIVE LIABILITIES OF APPROXIMATELY $2.6 MILLION FOR UNRECOGNIZED TAX BENEFITS AND RELATED INTEREST. THE COMPANY RECOGNIZES ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN THE PROVISION FOR INCOME TAXES. DURING THE YEAR ENDED JUNE 30, 2015, THE COMPANY DERECOGNIZED THE LIABILITY FOR UNRECOGNIZED BENEFITS AND RELATED INTEREST. THE COMPANY FILES TAX RETURNS IN THE UNITED STATES AND CALIFORNIA. ALL TAX PERIODS BEGINNING WITH THE TAX YEAR ENDED DECEMBER 31, 2012 AND THERE AFTER ARE OPEN TO EXAMINATION FOR U.S. PURPOSES, AND ALL TAX PERIODS BEGINNING WITH THE TAX PERIOD ENDED DECEMBER 31, 2011 AND THEREAFTER ARE OPEN TO EXAMINATION FOR CALIFORNIA PURPOSES. THE COMPANY IS CURRENTLY NOT UNDER EXAMINATION BY THE IRS OR OTHER TAX AUTHORITIES. 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|
| ACADEMY OF FRIENDS | |||||||
| 650 Fifth Street Suite 408 | San Francisco | CA | 94107 | 943064135 | 501(c)(3) | $25,000 | AIDS Research |
| ALF EXEMPLARY LEADERS | |||||||
| 2495 Natomas Park Drive Suite 200 | SACRAMENTO | CA | 95833 | 911792774 | 501(c)(3) | $25,000 | Leadership Education |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 Greenville Ave | Dallas | TX | 952314596 | 135613797 | 501(c)(3) | $100,000 | Health Initiative |
| B STREET THEATER MAINSTAGE | |||||||
| 2711 B Street | SACRAMENTO | CA | 95816 | 954047805 | 501(c)(3) | $50,000 | Theatre Arts Ed. |
| BREATHE CALIFORNIA | |||||||
| 909 12th Street | SACRAMENTO | CA | 95814 | 941641240 | 501(c)(3) | $15,000 | Donation toward health care cost |
| CRISTO REY HIGH SCHOOL | |||||||
| 8475 Jackson Road | SACRAMENTO | CA | 95826 | 412191660 | 501(c)(3) | $26,000 | Donation |
| CROCKER ART MUSEUM | |||||||
| 216 O Street | SACRAMENTO | CA | 95814 | 942552486 | 501(c)(3) | $100,000 | Donation |
| DIGNITY HEALTH | |||||||
| 185 Berry St Ste 300 | San Francisco | CA | 94107 | 941196203 | 501(c)(3) | $7,500 | Sponsorship |
| DOWNTOWN SACRAMENTO | |||||||
| 980 9th Street Suite 400 | Sacramento | CA | 95814 | 680270320 | 501(c)(6) | $7,500 | Community Support |
| Gifts To Share | |||||||
| 915 I Street | Sacramento | CA | 95814 | 942985546 | 501(C)(3) | $18,500 | Arts Program |
| Sacramento Food Bank | |||||||
| 3333 Third Ave | Sacramento | CA | 95817 | 943315566 | 501(c)(3) | $10,000 | Food Bank support |
| GREATER SACRAMENTO AREA | |||||||
| 400 Capitol Mall Suite 2500 | Sacramento | CA | 95814 | 465517841 | 501(c)(3) | $100,000 | Civic Leadership |
| MARIN GENERAL HOSPITAL FOUNDATION | |||||||
| 100B Drakes Landing Road Suite 25 | Greenbrae | CA | 94904 | 946127213 | 501(c)(3) | $10,000 | Sponsorship |
| MERCY FOUNDATION | |||||||
| 3400 Data Drive | Rancho Cordova | CA | 95670 | 237072762 | 501(c)(3) | $40,000 | Health Neurological Institute |
| MERISTEM | |||||||
| 9200 Fair Oaks Blvd | Fair Oaks | CA | 95628 | 471411177 | 501(c)(3) | $25,000 | Serves young adults on the autism spectrum |
| MONDAVI CENTER UC DAVIS | |||||||
| One Shields Ave | Davis | CA | 95616 | 946036494 | Government | $100,000 | Sponsorship |
| RUN TO FEED THE HUNGRY | |||||||
| 3333 Third Ave | Sacramento | CA | 95817 | 943315566 | 501(c)(3) | $60,000 | Sponsorship |
| SACRAMENTO ASIAN PACIFIC | |||||||
| 2012 H St Ste 207 | Sacramento | CA | 95811 | 680423644 | 501(c)(6) | $17,500 | Sponsorship |
| SACRAMENTO BALLET ASSOCIATION | |||||||
| 1631 K Street | Sacramento | CA | 95814 | 941674349 | 501(c)(3) | $65,000 | Sponsorship |
| SACRAMENTO METROPOLITAN | |||||||
| One Capitol Mall Suite 300 | Sacramento | CA | 95814 | 940824600 | 501(c)(6) | $12,500 | Sponsorship |
| SOIL BORN FARM URBAN | |||||||
| PO Box 661175 | SACRAMENTO | CA | 95866 | 200774693 | 501(c)(3) | $25,000 | Donation |
| UC DAVIS FOUNDATION | |||||||
| One Shields Ave | Davis | CA | 95616 | 946081352 | 501(c)(3) | $83,333 | Sponsorship |
| VALLEY VISION | |||||||
| 2320 Broadway | Sacramento | CA | 95818 | 943214572 | 501(c)(3) | $7,500 | Sponsorship |
| WEAVE INC | |||||||
| 1900 K Street | SACRAMENTO | CA | 95811 | 942493158 | 501(c)(3) | $35,000 | Sponsorship |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S MANAGEMENT TEAM EVALUATES POTENTIAL DONATIONS TO OUTSIDE ORGANIZATIONS TAKING INTO ACCOUNT HOW THE OUTSIDE ORGANIZATION ALIGNS WITH THE ORGANIZATION'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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Garry Maisel | ||||||||||||||
| President & CEO | $668,958 | $0 | $334,920 | $0 | $53,354 | $0 | $91,392 | $0 | $12,208 | $0 | $1,160,832 | $0 | $0 | $0 |
| Mariette Ruecker | ||||||||||||||
| Treasurer & CFO | $281,353 | $0 | $131,781 | $0 | $8,308 | $0 | $33,870 | $0 | $18,900 | $0 | $474,212 | $0 | $0 | $0 |
| William Figenshu | ||||||||||||||
| Chief Sales Officer | $256,126 | $0 | $60,567 | $0 | $22,200 | $0 | $31,308 | $0 | $23,648 | $0 | $393,849 | $0 | $0 | $0 |
| Donald Hufford | ||||||||||||||
| Chief Medical Officer | $311,171 | $0 | $59,923 | $0 | $9,967 | $0 | $37,530 | $0 | $25,447 | $0 | $444,038 | $0 | $0 | $0 |
| Rebecca Downing | ||||||||||||||
| Chief Legal Officer | $205,932 | $0 | $39,891 | $0 | $10,802 | $0 | $26,855 | $0 | $25,041 | $0 | $308,521 | $0 | $0 | $0 |
| Frederick Heron | ||||||||||||||
| Chief Mktg & Brand Officer | $176,436 | $0 | $33,781 | $0 | $14,974 | $0 | $22,384 | $0 | $23,335 | $0 | $270,910 | $0 | $0 | $0 |
| Glenn Hamburg | ||||||||||||||
| Chief Client Services Officer | $199,122 | $0 | $38,570 | $0 | $7,879 | $0 | $23,912 | $0 | $2,888 | $0 | $272,371 | $0 | $0 | $0 |
| Elizabeth Hargett | ||||||||||||||
| Sales Director | $122,382 | $0 | $47,515 | $0 | $10,004 | $0 | $7,104 | $0 | $23,912 | $0 | $210,917 | $0 | $0 | $0 |
| Mary Ingram | ||||||||||||||
| Actuarial Services Director | $158,103 | $0 | $11,723 | $0 | $2,727 | $0 | $6,893 | $0 | $21,036 | $0 | $200,482 | $0 | $0 | $0 |
| Christopher Paul | ||||||||||||||
| Senior Benefit Consultant | $104,231 | $0 | $50,246 | $0 | $7,233 | $0 | $1,670 | $0 | $23,241 | $0 | $186,621 | $0 | $0 | $0 |
| Christopher Morris | ||||||||||||||
| Financial Analysis Manager | $145,561 | $0 | $5,749 | $0 | $5,969 | $0 | $6,274 | $0 | $23,485 | $0 | $187,038 | $0 | $0 | $0 |
| Keith Howes | ||||||||||||||
| Human Resources Director | $129,921 | $0 | $10,313 | $0 | $11,282 | $0 | $6,139 | $0 | $16,701 | $0 | $174,356 | $0 | $0 | $0 |
| Ali Darugar | ||||||||||||||
| Chief Information Officer | $194,372 | $0 | $30,000 | $0 | $5,154 | $0 | $23,471 | $0 | $21,026 | $0 | $274,023 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Question 1a | The organization paid $180 yearly health club dues for two officers, four key employees, and one highest compensated employee listed on Form 990 Part VII. These amounts have been included as nontaxable benefits in Schedule J, Part II, Column D. |
| Schedule J, Part I, Question 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | DIGNITY HEALTH, NORTHBAY HEALTHCARE GROUP, AND UNIVERSITY OF CALIFORNIA, DAVIS HEALTH SYSTEM ARE MEMBERS OF WESTERN HEALTH ADVANTAGE. |
| Form 990, Part VI, Section A, Line 7A | DIGNITY HEALTH, NORTHBAY HEALTHCARE GROUP, AND UNIVERSITY OF CALIFORNIA, DAVIS HEALTH SYSTEM HAVE RIGHTS TO ELECT AND REMOVE MOST BOARD MEMBERS. |
| Form 990, Part VI, Section A, Line 7B | DIGNITY HEALTH, NORTHBAY HEALTHCARE GROUP, AND UNIVERSITY OF CALIFORNIA, DAVIS HEALTH SYSTEM RETAIN THE APPROVAL RIGHTS AFFORDED MEMBERS FOR CERTAIN SIGNIFICANT TRANSACTIONS (E.G. CHANGE IN BYLAWS). |
| Form 990, Part VI, Section B, Line 11 | THE BOARD OF DIRECTORS REVIEW THE FORM 990 BEFORE THE RETURN IS FILED. THE ORGANIZATION'S CFO AND FINANCE DIRECTOR WORK CLOSELY WITH OUTSIDE ACCOUNTING FIRM TO PREPARE AND REVIEW THE RETURN, PRIOR TO PROVIDING THE DRAFT TO THE BOARD OF DIRECTORS. |
| 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 DISCOVERED IT IS 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 CONLFICT. IN ADDITION, THE CHIEF LEGAL OFFICER PRESENTS AN ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY AND MAKES RECOMMENDATIONS FOR ANY CHANGES THAT MAY BE NECESSARY. |
| Form 990, Part VI, Section B, Line 15 | THE BOARD OF DIRECTORS REVIEW THE COMPENSATION OF THE CHIEF LEVEL EXECUTIVES AFTER RECEIVING A REPORT FROM AN INDEPENDENT CONSULTANT ADVISING AS TO THE LEVEL OF SALARIES FOR SIMILAR POSITIONS. A WRITTEN POLICY AND PROCEDURES REQUIRES THAT THE BOARD DETERMINE THAT COMPENSATION IS REASONABLE TO THE ORGANIZATION 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. ANY MEMBERS OF THE BOARD WHO HAVE A CONFLICT CANNOT BE INCLUDED IN THE DECISION MAKING PROCESS. |
| Form 990, Part VI, Section C, Line 19 | WHILE FEDERAL TAX LAWS D0 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 | DESCRIPTION:CAPITATION TOTAL FEES:XXX-XX-XXXX |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CLAIMS EXPENSE TOTAL FEES:XXX-XX-XXXX |
| FORM 990 PART IX LINE 11G | DESCRIPTION:MEDICAL ADMIN TOTAL FEES:5540169 |
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 |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |