Form 990 for tax year 2023

Totals

Total revenue

$806,415,063

Total expenses

$802,787,786

Contributions and grants received

$0

Grants paid

$1,101,076

Program service revenue

$806,136,066

Investment income

$272,593

Other revenue

$6,404

Total assets, end of year

$114,357,986

Total liabilities, end of year

$101,517,653

Net assets or fund balances, end of year

$12,840,333

Program services expenses (Part IX)

$781,049,120

Management and general expenses

$21,738,666

Fundraising expenses

$0

Program service expenses (Part III)

$781,049,120

Program services were 97.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• 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'SWELLNESS MANAGER AND CHIEF MEDICAL OFFICER APPEAR REGULARLY IN MEDIA DRIVEN CAMPAIGNS, INCLUDING GIVING INTERVIEWS ON LOCAL TELEVISION NEWS PROGRAMS SEEN THROUGHOUT NORTHERN CALIFORNIA, PROMOTING HEALTHY EATING AND ACTIVITY. 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 AN 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.

  Expenses $779,948,044 · Revenue $803,300,059

• 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 2023-2024, WHA BUDGETED OVER $1,200,000TO SUPPORT CHARITABLE PROGRAMS WHICH BENEFIT THE HEALTH AND WELLNESS OF THE COMMUNITIES SERVED BY WHA, INCLUDING (1) A $250,000 CONTRIBUTION TO THE SACRAMENTO STATE UNIVERSITY FOUNDATION (2) A $125,000 CONTRIBUTION TO THE CROCKER ART MUSEUM FOR YOUTH DEVELOPMENT AND OUTREACH, (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 PRESIDENTAND 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.

  Expenses $1,101,076 · Grants $1,101,076

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• THE UNIVERSITY FOUNDATION

  $275,000

  SUPPORT FOR GLOBAL ENTREP. WEEK & THE DALE & KATY CARLSEN CENTER FOR ENTREP. & INNOVATION.

• CROCKER ART MUSEUM

  $139,000

  SPONSORSHIP CROCKER ART MUSEUM ARTS EDUCATION AND OUTREACH

• SACRAMENTO REGION COMMUNITY FOUNDATION

  $104,200

  SPONSORSHIP TO ENCOURAGE COMM. GIVING/ENCOURAGE NONPROFITS TO REGISTER FOR BDG

• AMERICAN HEART ASSOCIATION

  $100,000

  SPONSORSHIP AMERICAN HEART ASSOC. HEALTH INITIATIVE/HEART DISEASE RESEARCH/OUTREACH

• GREATER SACRAMENTO AREA ECONOMIC COUNCIL

  $100,000

  SPONSORSHIP FOR INNOVATIVE GROWTH STRATEGIES IN THE CAPITOL REGION OF CALIFORNIA

• MERCY FOUNDATION

  $40,000

  TO FIGHT AGAINST HUMAN TRAFFICKING/CRISTO REY SPORTS COMPLEX

• SACRAMENTO METROPOLITAN CHAMBER OF COMMERCE

  $32,500

  SPONSORSHIP HEALTHCARE ADVOCACY

• CRISTO REY HIGH SCHOOL SACRAMENTO

  $28,500

  DONATION CRISTO REY STUDENT OUTREACH AND WORKPLACE ASSISTANCE PROGRAM

• WEAVE

  $26,500

  SPONSORSHIP VIOLENCE AGAINST WOMEN EDUCATION/OUTREACH

• SACRAMENTO BALLET ASSOCIATION

  $25,000

  SPONSORSHIP SACRAMENTO BALLET ARTS EDUCATION AND OUTREACH

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

13 May 2025

IRS schema version

2023v6.0

Source object

202531359349307703

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.