WESTERN HEALTH ADVANTAGE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN HEALTH ADVANTAGE (EIN 68-0393304)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202621349349306482
- Schema version
- 2024v5.5
- 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 | 2026-05-14T15:28:00-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2882 PROSPECT PARK DR STE 300 | AddressLine1Txt |
| City | RANCHO CORDOVA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680393304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN HEALTH ADVANTAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 9165633188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2349 GATEWAY OAKS DRIVE NO 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE HADDAD | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9165633188 | PhoneNum |
| Signature | 2026-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 9165038100 | PhoneNum |
| Preparation | 2026-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUE HADDAD | 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 | $929,352,877 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.WESTERNHEALTH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING HEALTH COVERAGE AND FURTHERING THE MISSIONS OF THE TAX EXEMPT ORGANIZATION MEMBERS | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 300 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$825,016 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $45,750 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $806,136,066 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $927,888,128 | CYProgramServiceRevenueAmt |
| PY Investment Income | $272,593 | PYInvestmentIncomeAmt |
| CY Investment Income | $293,414 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,404 | PYOtherRevenueAmt |
| CY Other Revenue | $5,926 | CYOtherRevenueAmt |
| PY Total Revenue | $806,415,063 | PYTotalRevenueAmt |
| CY Total Revenue | $928,187,468 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,101,076 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,033,808 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,975,472 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,635,714 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $774,711,238 | PYOtherExpensesAmt |
| CY Other Expenses | $893,918,270 | CYOtherExpensesAmt |
| PY Total Expenses | $802,787,786 | PYTotalExpensesAmt |
| CY Total Expenses | $926,587,792 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,627,277 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,599,676 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $114,357,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,179,417 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $101,517,653 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $91,634,395 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,840,333 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,545,022 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OTO IMPROVE THE HEALTH AND WELFARE OF THE COMMUNITIES SERVED BY THE CORPORATION BY: (I) OFFERING HEALTH BENEFIT COVERAGE TO THE GENERAL PUBLIC AND EMPLOYER GROUPS THROUGH MULTIPLE ACCESSIBLE CHANNELS; (II) SUPPORTING AND FURTHERING THE CHARITABLE, EDUCATIONAL AND/OR SOCIAL WELFARE PURPOSES OF THE CORPORATION'S MEMBERS (THE "MEMBERS") THAT ARE TAX EXEMPT PURSUANT TO SECTION 501(C)(3) OR SECTION 501(C)(4) OF THE CODE, INCLUDING BY MAKING GRANTS TO ITS MEMBERS IN FURTHERANCE OF SUCH PURPOSES; AND (III) ENGAGING IN ANY ACTIVITIES THAT ARE REASONABLY RELATED TO OR IN FURTHERANCE OF THE FOREGOING PURPOSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $895,545,251 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $928,767,151 | RevenueAmt |
| Desc | SEE SCHEDULE OPUBLIC BENEFIT HEALTH COVERAGEWHA PROMOTES THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY BY OFFERING HEALTH BENEFIT COVERAGE TO THE PUBLIC THROUGH MULTIPLE, EASILY ACCESSIBLE CHANNELS. WHA SERVES INDIVIDUALS (INCLUDING MEDICARE BENEFICIARIES), SMALL EMPLOYER GROUPS, AND LARGE EMPLOYER GROUPS. WHA BENEFITS THE COMMUNITY AND PROMOTES SOCIAL WELFARE BY REASON OF (1) ENROLLMENT THAT IS OPEN TO INDIVIDUALS (BOTH ON AND OFF THE CALIFORNIA HEALTH BENEFITS EXCHANGE, COVERED CALIFORNIA) AND SMALL GROUPS, (2) SERVING LOW INCOME, HIGH RISK, MEDICALLY UNDERSERVED, OR ELDERLY PERSONS, AND (3) HAVING HMO PREMIUMS ON A COMMUNITY-RATED BASIS COVERAGE TO ALL GROUP AND INDIVIDUAL MEMBERS. WHA COMMUNICATES WITH ITS MEMBERS AND PROVIDERS THROUGH QUARTERLY PUBLICATIONS. ADVANTAGE MAGAZINE IS A QUARTERLY MAGAZINE AIMED AT PROMOTING HEALTHY LIFESTYLES AND ASSISTING MEMBERS TO TAKE ADVANTAGE OF THEIR HEALTH BENEFITS COVERAGE. CLINICAL CONNECTIONS IS A QUARTERLY INFORMATIONAL ONLINE MAGAZINE FOR PROVIDERS.WHA WELLNESS PROGRAMSWHA PROVIDES WELLNESS RESOURCES AND SUPPORT FOR INDIVIDUAL ANDEMPLOYER/BROKER-DRIVEN WELLNESS INITIATIVES, THE OVERALL GOAL OF WHICH IS TO REDUCE HEALTHCARE COSTS FOR THE SOCIETY. OUR ONLINE WELLNESS PROGRAM REACHES INDIVIDUALS BY OFFERING HEALTH ASSESSMENTS AND TRACKING TOOLS. WHA'S WELLNESS INITIATIVES REACH BEYOND WHA'S BASE OF MEMBERS. EDUCATIONAL SEMINARS AND PROGRAMS AT THE EMPLOYER GROUP LEVEL ARE OFFERED TO ALL EMPLOYEES REGARDLESS OF HEALTH PLAN AFFILIATION. HEALTH RESOURCES AND INFORMATION ARE FREELY GIVEN AT HEALTH EVENTS, AND WHA'SCHIEF MEDICAL OFFICER APPEAR REGULARLY IN MEDIA DRIVEN CAMPAIGNS, INCLUDING GIVING INTERVIEWS ON LOCAL TELEVISION NEWS PROGRAMS SEEN THROUGHOUT NORTHERN CALIFORNIA, PROMOTING HEALTHY EATING AND ACTIVITY. WHA OFFERS DISCOUNT PROGRAMS TO MEMBERS TO MAKE HEALTH CLUB MEMBERSHIPS AND HEALTH AND FITNESS RELATED PRODUCTS AND SERVICES MORE ACCESSIBLE AND AFFORDABLE.WHAFITWHAFIT IS WHA'S OWN HEALTH AND WELLNESS PROGRAM, FORMED IN 2013, TO PROMOTE THE HEALTH AND WELL-BEING OF ITS EMPLOYEES. PROMOTING POSITIVE BEHAVIOR CHANGES AMONG WHA'S EMPLOYEES BENEFITS THE COMMUNITY, AS THESE EMPLOYEES ARE MEMBERS OF THE COMMUNITY THAT WHA SERVES. WHA STANDS FOR NOT ONLY WESTERN HEALTH ADVANTAGE, BUT IN THIS CONTEXT, WELLNESS, HEALTH AND ACTION.COMMUNITYFITWHA OFFERS COMMUNITYFIT, A NO COST VIRTUAL FITNESS PROGRAM OFFERING BOTH LIVE AND RECORDED MOVEMENT AND STRESS REDUCTION CLASSES. THE PURPOSE OF THIS PROGRAM IS TO PROMOTE MOVEMENT AND WELLNESS DURING THE WORKDAY. COMMUNITYFIT IS AVAILABLE TO ALL MEMBERS OF THE COMMUNITY AND CURRENTLY ADMINISTERS CLASSES YEAR-ROUND. WITH CLASSES SUCH AS MIDWEEK DESK STRETCH AND MINDFULNESS MEDITATION, COMMUNITYFIT STRIVES TO REACH THE PUBLIC BY MAKING FITNESS AFFORDABLE AND CONVENIENT, WITH THE GOAL OF LOWERING HEALTH CARE COSTS AND IMPROVING THE WELL-BEING OF THE COMMUNITY.WHA AND THE AMERICAN HEART ASSOCIATIONWHA'S WELLNESS MANAGER LEADS A ANNUAL WORKSITE WELLNESS SYMPOSIUM WITH THE AMERICAN HEART ASSOCIATION (AHA), WHICH BRINGS THE AHA'S VAST RESOURCES ON HEART-HEALTHY LIVING TO MANY WORKSITES IN THE REGION. WHA IS ALSO A COSPONSOR OF AHA'S HEALTHY FOR GOOD CAMPAIGN. THROUGH THIS PROGRAM THE AHA AND WHA HELP CREATE HEALTHY WORK ENVIRONMENTS, WHICH INCREASES PRODUCTIVITY, REDUCES ABSENTEEISM (DUE TO FEWER HEALTH PROBLEMS EXPERIENCED BY EMPLOYEES), AND LOWERS TURNOVER WHICH INCREASES PRODUCTIVITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,033,808 | ExpenseAmt |
| Grant | $1,033,808 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE OCOMMUNITY OUTREACH AND SUPPORTWHA SUPPORTS ITS MEMBER HEALTH SYSTEMS' MISSIONS THROUGH CHARITABLE GRANTS.WHA PROVIDES BENEFITS TO THE COMMUNITY BEYOND HEALTH CARE THROUGHFUNDING PROGRAMS FOR THE PROMOTION OF HEALTH AND OTHER CHARITABLEPURPOSES, INCLUDING SUPPORT FOR THE CHARITABLE ACTIVITIES OF ITS MEMBER HEALTH SYSTEMS. FOR FISCAL YEAR 2025-2026, WHA BUDGETED OVER $1,200,000 TO SUPPORT CHARITABLE PROGRAMS WHICH BENEFIT THE HEALTH AND WELLNESS OF THE COMMUNITIES SERVED BY WHA, INCLUDING (1) A $125,000 CONTRIBUTION TO THE CROCKER ART MUSEUM FOR YOUTH DEVELOPMENT AND OUTREACH, (2) A $100,000 CONTRIBUTION TO THE AMERICAN HEART ASSOCIATION (3) A $100,000 CONTRIBUTION TO THE GREATER SACRAMENTO ECONOMIC COUNCIL FOR COMMUNITY DEVELOPMENT (4) A $100,000 CONTRIBUTION TO THE BIG DAY OF GIVING, A PROGRAM OF THE SACRAMENTO REGION COMMUNITY FOUNDATION, SUPPORTING OVER 800 REGIONAL ORGANIZATIONSCONTRIBUTION 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. WHA VOLUNTEERS HISTORICALLY DONATE MORE THAN 2,000 VOLUNTEER HOURS A YEAR SERVING ON BOARDS, WORKING IN SCHOOLS AND SUPPORTING LOCAL NON-PROFIT ORGANIZATIONS IN A WIDE VARIETY OF WAYS.WHA'S MISSION IS: WE EXPAND ACCESS TO HEALTH CARE AND RESPOND TO THE CHANGING NEEDS OF OUR MEMBERS, PROVIDERS AND COMMUNITY TO IMPROVE THE HEALTH AND WELL-BEING OF ALL.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 WITH SUPERVISOR APPROVAL. EMPLOYEES CAN ALSO ATTEND EVENTS THAT MAY OCCUR DURING REGULAR WORK HOURS.DOLLARS FOR DO-ERS.WESTERN HEALTH ADVANTAGE'S DOLLARS FOR DO-ERS PROGRAM WILL DONATE UP TO $100 PER YEAR TO A SELECTED CHARITY ON BEHALF OF THE EMPLOYEES WHO HAVE CONFIRMED THEIR VOLUNTEERISM OF 20 OR MORE HOURS WITH THE ORGANIZATION.WHA EMPLOYEE MATCHING CHARITABLE CONTRIBUTIONS.WHA MATCHES EMPLOYEE CHARITABLE DONATIONS DOLLAR FOR-DOLLAR, UP TO $250 PER FISCAL YEAR PER EMPLOYEE. EMPLOYEES CAN GIVE VIA PAYROLL DEDUCTIONS OR ONE-TIME CASH DONATIONS. DONATIONS MUST BE MADE TO QUALIFIED NONPROFIT ORGANIZATIONS. WHA OFFERS EMPLOYEES 8 HOURS OF PAID TIME-OFF EACH YEAR TO VOLUNTEER AT THE ORGANIZATION OF THEIR CHOICE. IN ADDITION, EMPLOYEES ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN 8 HOURS OF VOLUNTEER ACTIVITIES AT WESTERN HEALTH ADVANTAGE SPONSORED EVENTS.WHA CEO INVOLVEMENT IN THE COMMUNITY.THE PRESIDENT OF WHA, KHURAM ARIF, AND CEO OF WHA, GARRY MAISEL, SUPPORT VARIOUS COMMUNITY CHARITIES AND CAUSES, IN ADDITION TO IMPROVING HEALTHCARE FOR THE COMMUNITY AS ACTIVE BOARD MEMBERS OF WHA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $896,579,059 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1278 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 300 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE HADDAD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9165633187 | 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GARRY MAISEL | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $1,440,896 | $0 | $42,472 | ||
| MARIETTE RUECKER | ||||||||
| TREASURER AND CFO (THRU 12/24) | 40.00 | Yes (X) | $724,662 | $0 | $31,320 | |||
| DR KHURAM ARIF | ||||||||
| COO | 40.00 | Yes (X) | $643,939 | $0 | $100,847 | |||
| JEFFREY CINCIARELLI | ||||||||
| CHIEF SALES OFFICER | 40.00 | $557,504 | $0 | $34,795 | Yes (X) | |||
| GLENN HAMBURG | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $405,220 | $0 | $62,889 | Yes (X) | |||
| FREDERICK HERON | ||||||||
| CHIEF EXPERIENCE OFFICER | 40.00 | $399,083 | $0 | $68,286 | Yes (X) | |||
| REBECCA DOWNING | ||||||||
| CHIEF LEGAL OFFICER (THRU 05/24) | 40.00 | $422,321 | $0 | $22,127 | Yes (X) | |||
| TASNIM KHAN | ||||||||
| CHIEF MEDICAL OFFICER (AS OF 07/24) | 40.00 | $371,816 | $0 | $70,983 | Yes (X) | |||
| MARY INGRAM | ||||||||
| CHIEF ACTUARY | 40.00 | $311,357 | $0 | $40,791 | Yes (X) | |||
| AMARJOT KIRAN BIRING - CHIEF | ||||||||
| PHARMACY DIRECTOR (AS OF 07/24) | 40.00 | $273,935 | $0 | $28,941 | Yes (X) | |||
| ELIZABETH HARGETT | ||||||||
| SALES DIRECTOR | 40.00 | $241,866 | $0 | $37,185 | Yes (X) | |||
| PAMELA HAMBURG | ||||||||
| SYSTEMS CONTRACT DIRECTOR | 40.00 | $225,999 | $0 | $39,527 | Yes (X) | |||
| THOMAS LEON | ||||||||
| SOLUTIONS DELIVERY DIRECTOR | 40.00 | $228,588 | $0 | $19,921 | Yes (X) | |||
| MICHELE LEHUTA | ||||||||
| GOVERNMENT PROGRAMS DIRECTOR | 40.00 | $224,765 | $0 | $22,434 | Yes (X) | |||
| WENDY SOE-MCKEEMAN | ||||||||
| CHIEF LEGAL OFFICER (AS OF 05/24) | 40.00 | $155,353 | $0 | $18,523 | Yes (X) | |||
| SUE HADDAD | ||||||||
| TREASURER AND CFO (AS OF 12/24) | 40.00 | Yes (X) | $27,433 | $0 | $4,669 | |||
| MARK BEHL | ||||||||
| CHAIR OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA TINA JOHNSON MD | ||||||||
| VICE CHAIR OF THE BOARD (AS OF 11/24) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT QUINN MD | ||||||||
| VICE CHAIR OF THE BOARD (THRU 11/24) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH D'ANGINA | ||||||||
| SECRETARY OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID JOYNER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR SHANAZ KHAMBATTA DO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUE PIETRAFESO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TAMMY WILCOX | ||||||||
| DIRECTOR (THRU 09/24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,654,737 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $645,710 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 85 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DIGNITY HEALTH HOSPITAL | |||||
| 3400 DATA DRIVE | RANCHO CORDOVA | CA | 95670 | MEDICAL SERVICES | $236,432,645 |
| OPTUMRX INC | |||||
| 9900 BREN RD E | MINNETONKA | CA | 55343 | MEDICAL SERVICES | $163,641,705 |
| WOODLAND MEDICAL GROUP | |||||
| PO BOX 748217 | LOS ANGELES | CA | 90074 | MEDICAL SERVICES | $27,472,258 |
| ST JOSEPH HEALTHCARE | |||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | MEDICAL SERVICES | $22,399,892 |
| SANTA ROSA MEMORIAL HOSPITAL | |||||
| 1165 MONTGOMERY DRIVE | SANTA ROSA | CA | 95405 | MEDICAL SERVICES | $15,676,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 129 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PREMIUMS EARNED | 524114 | $928,760,079 | $928,760,079 | |
| ADMINISTRATION INCOME | 524292 | $7,072 | $7,072 | |
| PPO PREMIUM REVENUE | 524298 | -$879,023 | -$879,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $927,888,128 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $163,914 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $54,007 | UnrelatedBusinessRevenueAmt |
| Exclusion | $109,907 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,294,909 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,165,409 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $129,500 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,500 | TotalRevenueColumnAmt |
| Exclusion | $129,500 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,926 | TotalRevenueColumnAmt |
| Exclusion | $5,926 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,926 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $928,187,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $928,767,151 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$825,016 | UnrelatedBusinessRevenueAmt |
| Exclusion | $245,333 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,033,808 | TotalAmt |
| Program Services | $1,033,808 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,319,542 | TotalAmt |
| Program Services | $2,851,620 | ProgramServicesAmt |
| Management And General | $3,467,922 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,668,604 | TotalAmt |
| Program Services | $5,666,369 | ProgramServicesAmt |
| Management And General | $14,002,235 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,423 | TotalAmt |
| Program Services | $231,691 | ProgramServicesAmt |
| Management And General | $323,732 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,387,295 | TotalAmt |
| Program Services | $1,100,730 | ProgramServicesAmt |
| Management And General | $2,286,565 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,704,850 | TotalAmt |
| Program Services | $1,246,338 | ProgramServicesAmt |
| Management And General | $458,512 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,178,984 | TotalAmt |
| Program Services | $18,350,761 | ProgramServicesAmt |
| Management And General | $828,223 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,293,257 | TotalAmt |
| Management And General | $1,293,257 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,320 | TotalAmt |
| Management And General | $187,320 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $846,030,061 | TotalAmt |
| Program Services | $846,030,061 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,782,516 | TotalAmt |
| Program Services | $1,782,516 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,662,084 | TotalAmt |
| Program Services | $4,032,603 | ProgramServicesAmt |
| Management And General | $4,629,481 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,273,254 | TotalAmt |
| Program Services | $6,783,082 | ProgramServicesAmt |
| Management And General | $490,172 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134,683 | TotalAmt |
| Management And General | $1,134,683 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,849 | TotalAmt |
| Program Services | $52,595 | ProgramServicesAmt |
| Management And General | $33,254 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,770 | TotalAmt |
| Program Services | $505,789 | ProgramServicesAmt |
| Management And General | $151,981 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,178 | TotalAmt |
| Program Services | $256,178 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,195,920 | TotalAmt |
| Program Services | $1,195,920 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,505 | TotalAmt |
| Management And General | $402,505 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| AFFORDABLE CARE ACT FEE | $4,849,417 | $4,849,417 | |
| DMHC FEES | $417,152 | $417,152 | |
| UBI TAXES | $318,891 | $318,891 | |
| BAD DEBT EXPENSE | $166,737 | $166,737 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,692 | TotalAmt |
| Program Services | $25,692 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $926,587,792 | TotalAmt |
| Program Services | $896,579,059 | ProgramServicesAmt |
| Management And General | $30,008,733 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,462,947 | BOYAmt |
| EOY | $24,789,208 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,371 | BOYAmt |
| EOY | $78,677 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,847,874 | BOYAmt |
| EOY | $25,984,279 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,507,010 | BOYAmt |
| EOY | $3,277,369 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,306,919 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,075,059 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,386,552 | BOYAmt |
| EOY | $3,231,860 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,534,865 | BOYAmt |
| EOY | $4,047,718 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,467,367 | BOYAmt |
| EOY | $44,770,306 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,357,986 | BOYAmt |
| EOY | $106,179,417 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,010,038 | BOYAmt |
| EOY | $9,771,836 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,585,687 | BOYAmt |
| EOY | $9,654,578 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,172,792 | BOYAmt |
| EOY | $9,424,082 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,749,136 | BOYAmt |
| EOY | $62,783,899 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,517,653 | BOYAmt |
| EOY | $91,634,395 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,840,333 | BOYAmt |
| EOY | $14,545,022 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,840,333 | BOYAmt |
| EOY | $14,545,022 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,357,986 | BOYAmt |
| EOY | $106,179,417 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,599,676 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,401 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $93,612 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $284,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $218,236 | DepreciationAmt |
| Book Value | $66,753 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,193,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,202,622 | DepreciationAmt |
| Book Value | $2,991,109 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,828,199 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,654,201 | DepreciationAmt |
| Book Value | $173,998 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,231,860 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (9 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PHARMACY REBATES | $14,395,899 |
| ACA RISK ADJUSTMENT | $13,747,482 |
| ADDITIONAL CAPITATION | $8,559,060 |
| ROU ASSET | $4,387,787 |
| REINSURANCE HELD RATE POOL | $2,906,559 |
| OTHER ASSETS | $522,914 |
| MEDICARE RECEIVABLE | $134,394 |
| ESI PRICING CREDITS | $101,191 |
| ACA HCRP FEES | $15,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $44,770,306 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| MEDICAL COST PAYABLE | $25,988,928 |
| CAPITATION PAYABLE | $14,940,873 |
| CLAIMS PAYABLE | $10,237,930 |
| IBNR | $6,742,491 |
| OPERATING LEASE OBLIGATION | $4,495,643 |
| DUES TO CMS | $378,034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $62,783,899 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $929,171,504 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,401 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $11,401 | RevenueNotReportedAmt |
| Revenue Subtotal | $929,160,103 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$972,635 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$972,635 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $928,187,468 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $927,466,815 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $927,466,815 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$879,023 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$879,023 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $926,587,792 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE COMPANY FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION 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. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PPO INCOME -879,023. UNREALIZED LOSS FROM 457(F) PLAN -147,619. UNRELATED BUSINESS INCOME 54,007. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PPO INCOME -879,023. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CROCKER ART MUSEUM | ||||||||
| 216 O STREET | SACRAMENTO | CA | 95814 | 942552486 | 501(C)(3) | $129,000 | $0 | SPONSORSHIP CROCKER ART MUSEUM ARTS EDUCATION AND OUTREACH |
| THE UNIVERSITY FOUNDATION | ||||||||
| 6000 J STREET | SACRAMENTO | CA | 95819 | 943001359 | 501(C)(3) | $125,000 | $0 | SPONSORSHIP FUND SHALL BE INVESTED TO PROVIDE SUPPORT FOR GIOBAL ENTREPRENEURSHIP WEEK AND THE DALE AND KATY CARLSEN CENTER FOR ENTREPRENEURSHIP AND INNOVATION. |
| GREATER SACRAMENTO AREA ECONOMIC COUNCIL | ||||||||
| 400 CAPITOL MALL SUITE 2500 | SACRAMENTO | CA | 95814 | 465517841 | 501(C)(3) | $107,500 | $0 | SPONSORSHIP FOR INNOVATIVE GROWTH STRATEGIES IN THE CAPITOL REGION OF CALIFORNIA |
| SACRAMENTO REGION COMMUNITY FOUNDATION | ||||||||
| 955 UNIVERSITY AVENUE | SACRAMENTO | CA | 95825 | 942891517 | 501(C)(3) | $104,944 | $0 | SPONSORSHIP TO ENCOURAGE COMMUNITY GIVING/ENCOURAGE NONPROFITS TO REGISTER FOR BDG |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | CA | 95231 | 135613797 | 501(C)(3) | $100,000 | $0 | SPONSORSHIP AMERICAN HEART ASSOC. HEALTH INITIATIVE/HEART DISEASE RESEARCH/OUTREACH |
| MERCY FOUNDATION | ||||||||
| 3400 DATA DRIVE | RANCHO CORDOVA | CA | 95670 | 237072762 | 501(C)(3) | $40,000 | $0 | GIFT AGREEMENT - FIGHT AAINST HUMAN TRAFFICKING/CRISTO REY SPORTS COMPLEX |
| SACRAMENTO BALLET ASSOCIATION | ||||||||
| 2420 N STREET SUITE 100 | SACRAMENTO | CA | 95816 | 941674349 | 501(C)(3) | $35,000 | $0 | SPONSORSHIP SACRAMENTO BALLET ARTS EDUCATION AND OUTREACH |
| CRISTO REY HIGH SCHOOL SACRAMENTO | ||||||||
| 8475 JACKSON ROAD | SACRAMENTO | CA | 95826 | 412191660 | 501(C)(3) | $32,000 | $0 | DONATION CRISTO REY STUDENT OUTREACH AND WORKPLACE ASSISTANCE PROGRAM |
| WEAVE | ||||||||
| 1900 K STREET | SACRAMENTO | CA | 95811 | 942493158 | 501(C)(3) | $29,000 | $0 | SPONSORSHIP VIOLENCE AGAINST WOMEN EDUCATION/OUTREACH |
| DOWNTOWN SACRAMENTO PARTNERSHIP - ICE RINK | ||||||||
| 980 9TH STREET SUITE 400 | SACRAMENTO | CA | 95814 | 680270320 | 501(C)(6) | $25,000 | $0 | SPONSORSHIP DOWNTOWN HOLIDAY ICE RINK |
| VALLEY VISION INC | ||||||||
| 3400 THIRD AVENUE | SACRAMENTO | CA | 94817 | 943214572 | 501(C)(3) | $25,000 | $0 | DONATION SUPPORT FOR REGIONAL POLLING PROJECT - IMPROVING THE LIVABILITY OF THE SACRAMENTO REGION. |
| UC DAVIS FOUNDATION | ||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | 946081352 | 501(C)(3) | $25,000 | $0 | SPONSORSHIP FOR THE PERFORMING ART |
| SACRAMENTO LGBT COMMUNITY CENTER | ||||||||
| 1015 20TH STEET | SACRAMENTO | CA | 95811 | 942502229 | 501(C)(3) | $20,000 | $0 | SPONSOR PLEDGE LGBT OUTREACH HEALTH/HOUSING |
| SONOMA MEDIA INVESTMENTS LLC | ||||||||
| 416 B STREET SUITE C | SANTA ROSA | CA | 95401 | 454946776 | $15,750 | $0 | SPONSORSHIP COMMUNITY ENGAGEMENT - EVENTS = 40 UNDER 40 AWARDS, BEST PLACES TO WORK AWARDS, BEST OF SONOMA COUNTY AWARDS, SONOMA VALLEY PEOPLES CHOICE AWARDS | |
| KVIE INC | ||||||||
| 2030 W EL CAMINO AVENUE | SACRAMENTO | CA | 95833 | 941421463 | 501(C)(3) | $14,583 | $0 | KVIE CAMPAIGN CONTRACT SPONSOR STUDIO SACRAMENTO PUBLIC TV |
| SACRAMENTO METROPOLITAN CHAMBER OF COMMERCE | ||||||||
| 1 CAPITOL MALL SUITE 310 | SACRAMENTO | CA | 95814 | 940824600 | 501(C)(6) | $12,500 | $0 | SPONSORSHIP HEALTHCARE ADVOCACY |
| NORTHBAY HEALTHCARE FOUNDATION | ||||||||
| 1200 B GALE WILSON BOULEVARD | FAIRFIELD | CA | 94533 | 942995085 | 501(C)(3) | $10,000 | $0 | SPONSORSHIP HEALTHCARE ADVOCACY/EQUIPMENT |
| AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER | ||||||||
| 1601 RESPONSE ROAD SUITE 350 | SACRAMENTO | CA | 95815 | 911792774 | 501(C)(3) | $10,000 | $0 | SPONSORSHIP AMERICAN LEADERSHIP FORUM LOCAL LEADERSHIP EDUCATION PROGRAM |
| SAN JUAN EDUCATION FOUNDATION | ||||||||
| PO BOX 1247 | CARMICHAEL | CA | 95608 | 943160088 | 501(C)(3) | $6,000 | $0 | SPONSORSHIP OF 3 EVENTS INCLUDING STEM PROGRAM, ARTS EDUCATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | 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 | WHA'S MANAGEMENT TEAM EVALUATES POTENTIAL DONATIONS TO OUTSIDE ORGANIZATIONS TAKING INTO ACCOUNT HOW THE OUTSIDE ORGANIZATION ALIGNS WITH WHA'S MISSION. GRANT RECIPIENTS ARE TYPICALLY WELL-KNOWN ORGANIZATIONS WITH A STRONG REPUTATION FOR DOING GOOD WITHIN THE COMMUNITY. GRANTS ARE MADE FOR GENERAL SUPPORT OR SPECIFIC PROJECTS THAT FURTHER THE OUTSIDE ORGANIZATION'S MISSION OF BENEFITING THE COMMUNITY. GRANTS ARE MADE AFTER REVIEW OF A WRITTEN APPLICATION, REVIEWED BY THE GRANT COMMITTEE AND WRITTEN AGREEMENT WITH WHA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARRY MAISEL | ||||||||||||||
| PRESIDENT & CEO | $943,217 | $0 | $320,887 | $0 | $176,792 | $0 | $13,800 | $0 | $28,672 | $0 | $1,483,368 | $0 | $0 | $0 |
| MARIETTE RUECKER | ||||||||||||||
| TREASURER AND CFO (THRU 12/24) | $377,885 | $0 | $218,119 | $0 | $128,658 | $0 | $13,800 | $0 | $17,520 | $0 | $755,982 | $0 | $116,476 | $0 |
| DR KHURAM ARIF | ||||||||||||||
| COO | $494,233 | $0 | $139,050 | $0 | $10,656 | $0 | $68,905 | $0 | $31,942 | $0 | $744,786 | $0 | $0 | $0 |
| JEFFREY CINCIARELLI | ||||||||||||||
| CHIEF SALES OFFICER | $364,831 | $0 | $111,200 | $0 | $81,473 | $0 | $13,800 | $0 | $20,995 | $0 | $592,299 | $0 | $0 | $0 |
| GLENN HAMBURG | ||||||||||||||
| CHIEF INFORMATION OFFICER | $282,210 | $0 | $79,598 | $0 | $43,412 | $0 | $36,388 | $0 | $26,501 | $0 | $468,109 | $0 | $27,839 | $0 |
| FREDERICK HERON | ||||||||||||||
| CHIEF EXPERIENCE OFFICER | $274,311 | $0 | $75,799 | $0 | $48,973 | $0 | $36,076 | $0 | $32,210 | $0 | $467,369 | $0 | $26,346 | $0 |
| REBECCA DOWNING | ||||||||||||||
| CHIEF LEGAL OFFICER (THRU 05/24) | $181,627 | $0 | $87,990 | $0 | $152,704 | $0 | $7,658 | $0 | $14,469 | $0 | $444,448 | $0 | $0 | $0 |
| TASNIM KHAN | ||||||||||||||
| CHIEF MEDICAL OFFICER (AS OF 07/24) | $336,050 | $0 | $30,000 | $0 | $5,766 | $0 | $41,000 | $0 | $29,983 | $0 | $442,799 | $0 | $0 | $0 |
| MARY INGRAM | ||||||||||||||
| CHIEF ACTUARY | $264,181 | $0 | $26,872 | $0 | $20,304 | $0 | $12,417 | $0 | $28,374 | $0 | $352,148 | $0 | $0 | $0 |
| AMARJOT KIRAN BIRING - CHIEF | ||||||||||||||
| PHARMACY DIRECTOR (AS OF 07/24) | $229,569 | $0 | $22,728 | $0 | $21,638 | $0 | $26,584 | $0 | $2,357 | $0 | $302,876 | $0 | $0 | $0 |
| ELIZABETH HARGETT | ||||||||||||||
| SALES DIRECTOR | $195,883 | $0 | $19,786 | $0 | $26,197 | $0 | $9,690 | $0 | $27,495 | $0 | $279,051 | $0 | $0 | $0 |
| PAMELA HAMBURG | ||||||||||||||
| SYSTEMS CONTRACT DIRECTOR | $201,131 | $0 | $20,139 | $0 | $4,729 | $0 | $9,083 | $0 | $30,444 | $0 | $265,526 | $0 | $0 | $0 |
| THOMAS LEON | ||||||||||||||
| SOLUTIONS DELIVERY DIRECTOR | $196,047 | $0 | $19,692 | $0 | $12,849 | $0 | $9,084 | $0 | $10,837 | $0 | $248,509 | $0 | $0 | $0 |
| MICHELE LEHUTA | ||||||||||||||
| GOVERNMENT PROGRAMS DIRECTOR | $196,402 | $0 | $19,786 | $0 | $8,577 | $0 | $9,053 | $0 | $13,381 | $0 | $247,199 | $0 | $0 | $0 |
| WENDY SOE-MCKEEMAN | ||||||||||||||
| CHIEF LEGAL OFFICER (AS OF 05/24) | $151,279 | $0 | $0 | $0 | $4,074 | $0 | $442 | $0 | $18,081 | $0 | $173,876 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SPOUSAL TRAVEL FOR PURPOSES OF ATTENDING A BUSINESS EVENT WAS PROVIDED TO THE SPOUSES ACCOMPANYING 4 PERSONS LISTED ON FORM 990, PART VII, SECTION A. THE ATTENDANCE OF THE SPOUSES WAS INCLUDED AS TAXABLE INCOME. WHA PAID $180 EACH FOR YEARLY HEALTH CLUB DUES FOR THREE OFFICERS, ONE KEY EMPLOYEES, AND TWO HIGHEST COMPENSATED EMPLOYEES. AND $105 FOR TWO KEY EMPLOYEE LISTED ON FORM 990 PART VII. THESE AMOUNTS HAVE BEEN INCLUDED AS TAXABLE BENEFITS ON THE EMPLOYEES' W-2S. |
| PART I, LINE 4B | THE ORGANIZATION HAS A 457(F) PLAN WHEREBY PARTICIPANTS VEST AFTER 5 YEARS, WITH IMMEDIATE VESTING UPON AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT CAUSE. THE FOLLOWING INDIVIDUALS PARTICIPATE IN THE 457(F) PLAN IN THE 2024 CALENDAR YEAR: MARIETTE RUECKER, RECEIVED NO CONTRIBUTION, DISTRIBUTIONS OF $116,476 KHURAM ARIF, RECEIVING A CONTRIBUTION OF $55,105, NO DISTRIBUTION REBECCA DOWNING, RECEIVING NO CONTRIBUTION, DISTRIBUTIONS OF $116,948 GLENN HAMBURG, RECEIVING A CONTRIBUTION OF $22,588, DISTRIBUTIONS OF $27,839 FREDERICK HERON, RECEIVING A CONTRIBUTION OF $22,276, DISTRIBUTIONS OF $26,346 JEFFREY CINCIARELLI RECEIVED NO CONTRIBUTION, DISTRIBUTION OF $34,387 GARRY MAISEL RECEIVED NO CONTRIBUTION, DISTRIBUTION OF $113,813 SUHEIR HADDAD RECEIVED $1,615 CONTRIBUTION, NO DISTRIBUTION AMARJOT KIRAN BIRING, RECEIVING A CONTRIBUTION OF $15,644, NO DISTRIBUTION TASNIM KHAN, RECEIVING A CONTRIBUTION OF $27,200, NO DISTRIBUTION |
| PART I, LINE 7 | BONUSES/INCENTIVES ARE BASED ON AN INDIVIDUAL'S PERFORMANCE AND ARE DISCRETIONARY BASED ON MEETING ESTABLISHED GOALS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | DIGNITY COMMUNITY CARE AND NORTHBAY HEALTHCARE GROUP ARE MEMBERS OF WESTERN HEALTH ADVANTAGE. |
| FORM 990, PART VI, SECTION A, LINE 7A | WHA IS A COMMUNITY HEALTH PLAN CONTROLLED BY ITS TWO MEMBERS, BOTH OF WHICH ARE HEALTH SYSTEMS TAX EXEMPT UNDER 501(C)(3). THE MEMBER HEALTH SYSTEMS CONTROL THE APPOINTMENT OF SIX OUT OF EIGHT MEMBERS TO THE BOARD OF DIRECTORS OF WHA, WITH THE SEVENTH MEMBER BEING ELECTED BY A MAJORITY OF THE OTHER DIRECTORS AND THE EIGHTH MEMBER BEING THE CEO SERVING ON THE BOARD EX OFICIO. |
| FORM 990, PART VI, SECTION A, LINE 7B | DIGNITY COMMUNITY CARE AND NORTHBAY HEALTHCARE GROUP RETAIN THE APPROVAL RIGHTS AFFORDED MEMBERS FOR CERTAIN SIGNIFICANT TRANSACTIONS (E.G. CHANGE IN BYLAWS). |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE THE RETURN IS FILED. THE ORGANIZATION'S CFO AND FINANCE DIRECTOR WORK CLOSELY WITH AN OUTSIDE ACCOUNTING FIRM TO PREPARE AND REVIEW THE RETURN. A COMPLETE COPY OF FORM 990 IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE ORGANIZATION DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES WHICH THE BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES COMPLETE AND RETURN. THE CHIEF LEGAL OFFICER OF THE ORGANIZATION REVIEWS THE RETURNED FORMS FOR COMPLIANCE. IF A CONFLICT IS REPORTED IT WOULD BE HANDLED IN ACCORDANCE WITH THE CONFLICTS OF INTEREST POLICY, WHICH REQUIRES INDIVIDUALS WITH A POTENTIAL CONFLICT TO RECUSE THEMSELVES FROM THE BOARD'S DELIBERATIONS ON THE ISSUE OF CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND AUTHORIZES THE CEO TO APPROVE COMPENSATION OF THE OTHER CHIEF LEVEL EMPLOYEES WITH THE CAVEAT THAT ALL COMPENSATION OF THE CHIEF LEVEL EMPLOYEES MUST BE WITHIN THE RECOMMENDATIONS OF THE INDEPENDENT COMPENSATION REPORT. A WRITTEN POLICY REQUIRES THAT THE BOARD DETERMINE THAT COMPENSATION IS REASONABLE TO WHA BASED UPON INFORMATION SUFFICIENT TO DETERMINE WHETHER THE VALUE OF SERVICES IS THE AMOUNT THAT WOULD ORDINARILY BE PAID FOR LIKE SERVICES BY LIKE ENTERPRISES, WHETHER TAXABLE OR TAX EXEMPT. UNDER LIKE CIRCUMSTANCES RELEVANT INFORMATION INCLUDES, BUT IS NOT LIMITED TO, COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS, BOTH TAXABLE AND TAX-EXEMPT, FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA OF THE APPLICABLE TAX EXEMPT ORGANIZATION, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS, AND ACTUAL WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE DISQUALIFIED PERSON. THE BOARD MUST ALSO MAKE A FINDING THAT COMPENSATION TO THE CEO AND CFO IS JUST AND REASONABLE. ANY MEMBERS OF THE BOARD WHO HAVE A CONFLICT CANNOT BE INCLUDED IN THE DECISION MAKING. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CAPITATION EXPENSE: PROGRAM SERVICE EXPENSES 672,832,684. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 672,832,684. CLAIMS EXPENSE: PROGRAM SERVICE EXPENSES 157,301,201. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157,301,201. MEDICAL ADMINISTRATION: PROGRAM SERVICE EXPENSES 15,896,176. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,896,176. |
| FORM 990, PART XI, LINE 9: | UNREALIZED LOSS FROM 457(F) PLAN 147,619. UNRELATED BUSINESS INCOME -54,007. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN HEALTH ADVANTAGE COMMUNITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2349 GATEWAY OAKS FRNE SUITE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870748090 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |