2026-05-14T15:28:00-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2882 PROSPECT PARK DR STE 300 RANCHO CORDOVA CA 95670 990 2024-07-01 680393304 WESTERN HEALTH ADVANTAGE WEST 9165633188 2349 GATEWAY OAKS DRIVE NO 100 SACRAMENTO CA 95833 SUE HADDAD CHIEF FINANCIAL OFFICER 9165633188 2026-05-10 1 1 LAUREN A HAVERLOCK P00545829 9165038100 2026-05-10 2024 2025-03-06 01:10:19Z SUE HADDAD 2349 GATEWAY OAKS DRIVE NO 100 SACRAMENTO CA 95833 929352877 0 X WWW.WESTERNHEALTH.COM X 1995 CA PROVIDING HEALTH COVERAGE AND FURTHERING THE MISSIONS OF THE TAX EXEMPT ORGANIZATION MEMBERS 7 6 300 0 -825016 45750 0 0 806136066 927888128 272593 293414 6404 5926 806415063 928187468 1101076 1033808 0 0 26975472 31635714 0 0 0 774711238 893918270 802787786 926587792 3627277 1599676 114357986 106179417 101517653 91634395 12840333 14545022 X 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. 0 0 895545251 0 928767151 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. 1033808 1033808 0 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. 896579059 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1278 0 1 300 1 1 1 0 0 0 0 0 1 0 X 7 6 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X SUE HADDAD 9165633187 2349 GATEWAY OAKS DRIVE SUITE 100 SACRAMENTO CA 95833 GARRY MAISEL PRESIDENT & CEO 40.00 X X 1440896 0 42472 MARIETTE RUECKER TREASURER AND CFO (THRU 12/24) 40.00 X 724662 0 31320 DR KHURAM ARIF COO 40.00 X 643939 0 100847 JEFFREY CINCIARELLI CHIEF SALES OFFICER 40.00 X 557504 0 34795 GLENN HAMBURG CHIEF INFORMATION OFFICER 40.00 X 405220 0 62889 FREDERICK HERON CHIEF EXPERIENCE OFFICER 40.00 X 399083 0 68286 REBECCA DOWNING CHIEF LEGAL OFFICER (THRU 05/24) 40.00 X 422321 0 22127 TASNIM KHAN CHIEF MEDICAL OFFICER (AS OF 07/24) 40.00 X 371816 0 70983 MARY INGRAM CHIEF ACTUARY 40.00 X 311357 0 40791 AMARJOT KIRAN BIRING - CHIEF PHARMACY DIRECTOR (AS OF 07/24) 40.00 X 273935 0 28941 ELIZABETH HARGETT SALES DIRECTOR 40.00 X 241866 0 37185 PAMELA HAMBURG SYSTEMS CONTRACT DIRECTOR 40.00 X 225999 0 39527 THOMAS LEON SOLUTIONS DELIVERY DIRECTOR 40.00 X 228588 0 19921 MICHELE LEHUTA GOVERNMENT PROGRAMS DIRECTOR 40.00 X 224765 0 22434 WENDY SOE-MCKEEMAN CHIEF LEGAL OFFICER (AS OF 05/24) 40.00 X 155353 0 18523 SUE HADDAD TREASURER AND CFO (AS OF 12/24) 40.00 X 27433 0 4669 MARK BEHL CHAIR OF THE BOARD 1.00 X X 0 0 0 CHRISTINA TINA JOHNSON MD VICE CHAIR OF THE BOARD (AS OF 11/24) 1.00 X X 0 0 0 ROBERT QUINN MD VICE CHAIR OF THE BOARD (THRU 11/24) 1.00 X X 0 0 0 JOSEPH D'ANGINA SECRETARY OF THE BOARD 1.00 X 0 0 0 DAVID JOYNER DIRECTOR 1.00 X 0 0 0 DR SHANAZ KHAMBATTA DO DIRECTOR 1.00 X 0 0 0 SUE PIETRAFESO DIRECTOR 1.00 X 0 0 0 TAMMY WILCOX DIRECTOR (THRU 09/24) 1.00 X 0 0 0 6654737 0 645710 85 0 1 0 DIGNITY HEALTH HOSPITAL 3400 DATA DRIVE RANCHO CORDOVA CA 95670 MEDICAL SERVICES 236432645 OPTUMRX INC 9900 BREN RD E MINNETONKA CA 55343 MEDICAL SERVICES 163641705 WOODLAND MEDICAL GROUP PO BOX 748217 LOS ANGELES CA 90074 MEDICAL SERVICES 27472258 ST JOSEPH HEALTHCARE 1165 MONTGOMERY DRIVE SANTA ROSA CA 95405 MEDICAL SERVICES 22399892 SANTA ROSA MEMORIAL HOSPITAL 1165 MONTGOMERY DRIVE SANTA ROSA CA 95405 MEDICAL SERVICES 15676235 129 PREMIUMS EARNED 524114 928760079 928760079 ADMINISTRATION INCOME 524292 7072 7072 PPO PREMIUM REVENUE 524298 -879023 -879023 927888128 163914 54007 109907 1294909 1165409 129500 129500 129500 MISCELLANEOUS REVENUE 900099 5926 5926 5926 928187468 928767151 -825016 245333 X 1033808 1033808 6319542 2851620 3467922 19668604 5666369 14002235 555423 231691 323732 3387295 1100730 2286565 1704850 1246338 458512 19178984 18350761 828223 1293257 1293257 187320 187320 846030061 846030061 1782516 1782516 8662084 4032603 4629481 7273254 6783082 490172 1134683 1134683 85849 52595 33254 657770 505789 151981 256178 256178 1195920 1195920 402505 402505 AFFORDABLE CARE ACT FEE 4849417 4849417 DMHC FEES 417152 417152 UBI TAXES 318891 318891 BAD DEBT EXPENSE 166737 166737 25692 25692 926587792 896579059 30008733 0 49462947 24789208 151371 78677 9847874 25984279 3507010 3277369 15306919 12075059 2386552 3231860 3534865 4047718 45467367 44770306 114357986 106179417 10010038 9771836 10585687 9654578 9172792 9424082 71749136 62783899 101517653 91634395 X 12840333 14545022 12840333 14545022 114357986 106179417 X 1599676 11401 93612 X 0 1 X 1 0 284989 218236 66753 13193731 10202622 2991109 1828199 1654201 173998 3231860 PHARMACY REBATES 14395899 ACA RISK ADJUSTMENT 13747482 ADDITIONAL CAPITATION 8559060 ROU ASSET 4387787 REINSURANCE HELD RATE POOL 2906559 OTHER ASSETS 522914 MEDICARE RECEIVABLE 134394 ESI PRICING CREDITS 101191 ACA HCRP FEES 15020 44770306 MEDICAL COST PAYABLE 25988928 CAPITATION PAYABLE 14940873 CLAIMS PAYABLE 10237930 IBNR 6742491 OPERATING LEASE OBLIGATION 4495643 DUES TO CMS 378034 62783899 X 929171504 11401 11401 929160103 -972635 -972635 928187468 927466815 0 927466815 -879023 -879023 926587792 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. 1 CROCKER ART MUSEUM 216 O STREET SACRAMENTO CA 95814 942552486 501(C)(3) 129000 0 SPONSORSHIP CROCKER ART MUSEUM ARTS EDUCATION AND OUTREACH THE UNIVERSITY FOUNDATION 6000 J STREET SACRAMENTO CA 95819 943001359 501(C)(3) 125000 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) 107500 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) 104944 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) 100000 0 SPONSORSHIP AMERICAN HEART ASSOC. HEALTH INITIATIVE/HEART DISEASE RESEARCH/OUTREACH MERCY FOUNDATION 3400 DATA DRIVE RANCHO CORDOVA CA 95670 237072762 501(C)(3) 40000 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) 35000 0 SPONSORSHIP SACRAMENTO BALLET ARTS EDUCATION AND OUTREACH CRISTO REY HIGH SCHOOL SACRAMENTO 8475 JACKSON ROAD SACRAMENTO CA 95826 412191660 501(C)(3) 32000 0 DONATION CRISTO REY STUDENT OUTREACH AND WORKPLACE ASSISTANCE PROGRAM WEAVE 1900 K STREET SACRAMENTO CA 95811 942493158 501(C)(3) 29000 0 SPONSORSHIP VIOLENCE AGAINST WOMEN EDUCATION/OUTREACH DOWNTOWN SACRAMENTO PARTNERSHIP - ICE RINK 980 9TH STREET SUITE 400 SACRAMENTO CA 95814 680270320 501(C)(6) 25000 0 SPONSORSHIP DOWNTOWN HOLIDAY ICE RINK VALLEY VISION INC 3400 THIRD AVENUE SACRAMENTO CA 94817 943214572 501(C)(3) 25000 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) 25000 0 SPONSORSHIP FOR THE PERFORMING ART SACRAMENTO LGBT COMMUNITY CENTER 1015 20TH STEET SACRAMENTO CA 95811 942502229 501(C)(3) 20000 0 SPONSOR PLEDGE LGBT OUTREACH HEALTH/HOUSING SONOMA MEDIA INVESTMENTS LLC 416 B STREET SUITE C SANTA ROSA CA 95401 454946776 15750 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) 14583 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) 12500 0 SPONSORSHIP HEALTHCARE ADVOCACY NORTHBAY HEALTHCARE FOUNDATION 1200 B GALE WILSON BOULEVARD FAIRFIELD CA 94533 942995085 501(C)(3) 10000 0 SPONSORSHIP HEALTHCARE ADVOCACY/EQUIPMENT AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER 1601 RESPONSE ROAD SUITE 350 SACRAMENTO CA 95815 911792774 501(C)(3) 10000 0 SPONSORSHIP AMERICAN LEADERSHIP FORUM LOCAL LEADERSHIP EDUCATION PROGRAM SAN JUAN EDUCATION FOUNDATION PO BOX 1247 CARMICHAEL CA 95608 943160088 501(C)(3) 6000 0 SPONSORSHIP OF 3 EVENTS INCLUDING STEM PROGRAM, ARTS EDUCATION 16 3 PART I, LINE 2: 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. X X 1 0 X X X X 0 1 0 0 0 0 0 1 0 GARRY MAISEL PRESIDENT & CEO 943217 0 320887 0 176792 0 13800 0 28672 0 1483368 0 0 0 MARIETTE RUECKER TREASURER AND CFO (THRU 12/24) 377885 0 218119 0 128658 0 13800 0 17520 0 755982 0 116476 0 DR KHURAM ARIF COO 494233 0 139050 0 10656 0 68905 0 31942 0 744786 0 0 0 JEFFREY CINCIARELLI CHIEF SALES OFFICER 364831 0 111200 0 81473 0 13800 0 20995 0 592299 0 0 0 GLENN HAMBURG CHIEF INFORMATION OFFICER 282210 0 79598 0 43412 0 36388 0 26501 0 468109 0 27839 0 FREDERICK HERON CHIEF EXPERIENCE OFFICER 274311 0 75799 0 48973 0 36076 0 32210 0 467369 0 26346 0 REBECCA DOWNING CHIEF LEGAL OFFICER (THRU 05/24) 181627 0 87990 0 152704 0 7658 0 14469 0 444448 0 0 0 TASNIM KHAN CHIEF MEDICAL OFFICER (AS OF 07/24) 336050 0 30000 0 5766 0 41000 0 29983 0 442799 0 0 0 MARY INGRAM CHIEF ACTUARY 264181 0 26872 0 20304 0 12417 0 28374 0 352148 0 0 0 AMARJOT KIRAN BIRING - CHIEF PHARMACY DIRECTOR (AS OF 07/24) 229569 0 22728 0 21638 0 26584 0 2357 0 302876 0 0 0 ELIZABETH HARGETT SALES DIRECTOR 195883 0 19786 0 26197 0 9690 0 27495 0 279051 0 0 0 PAMELA HAMBURG SYSTEMS CONTRACT DIRECTOR 201131 0 20139 0 4729 0 9083 0 30444 0 265526 0 0 0 THOMAS LEON SOLUTIONS DELIVERY DIRECTOR 196047 0 19692 0 12849 0 9084 0 10837 0 248509 0 0 0 MICHELE LEHUTA GOVERNMENT PROGRAMS DIRECTOR 196402 0 19786 0 8577 0 9053 0 13381 0 247199 0 0 0 WENDY SOE-MCKEEMAN CHIEF LEGAL OFFICER (AS OF 05/24) 151279 0 0 0 4074 0 442 0 18081 0 173876 0 0 0 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. 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. WESTERN HEALTH ADVANTAGE COMMUNITY 2349 GATEWAY OAKS FRNE SUITE 100 SACRAMENTO CA 95833 870748090 INACTIVE CA C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0