Form 990 for tax year 2023
Filed by CALIFORNIA HOSPITAL ASSOCIATION.
Totals
- Total revenue
- $28,599,618
- Total expenses
- $31,217,662
- Contributions and grants received
- $0
- Grants paid
- $100,000
- Program service revenue
- $28,464,288
- Investment income
- $135,330
- Other revenue
- $0
- Total assets, end of year
- $15,921,833
- Total liabilities, end of year
- $4,306,358
- Net assets or fund balances, end of year
- $11,615,475
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBERSHIP DUES
total $28,205,363 · related or exempt $28,205,363
-
2b · Program service revenue: GRANT REIMBURSEMENT
total $258,925 · related or exempt $258,925
-
3 · Investment income
total $135,330 · excluded $135,330
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $100,000
-
7 · Other salaries and wages
total $14,649,481
-
8 · Pension plan contributions
total $818,976
-
9 · Other employee benefits
total $1,223,591
-
10 · Payroll taxes
total $776,304
-
11b · Fees: legal
total $2,432,003
-
11d · Fees: lobbying
total $1,355,860
-
11g · Fees: other
total $3,592,112
-
12 · Advertising and promotion
total $386,938
-
13 · Office expenses
total $1,574,730
-
16 · Occupancy
total $2,723,907
-
17 · Travel
total $280,534
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $318,655
-
24b · Other expenses: UHA DUES
total $284,000
-
24c · Other expenses: COMMITTEES
total $160,054
-
24d · Other expenses: EVENTS AND SPEAKERS
total $112,940
-
24e · All other expenses
total $427,577
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $15,992,032 · end of year $13,752,516
-
3 · Pledges and grants receivable
beginning of year $62,920 · end of year $69,471
-
4 · Accounts receivable
beginning of year $3,449,887 · end of year $1,600,019
-
11 · Investments: publicly traded securities
beginning of year $483,340 · end of year $499,827
-
17 · Accounts payable and accrued expenses
beginning of year $297,231 · end of year $261,682
-
19 · Deferred revenue
beginning of year $3,315,971 · end of year $1,287,367
-
25 · Other liabilities
beginning of year $2,158,342 · end of year $2,757,309
-
27 · Net assets without donor restrictions
beginning of year $14,216,635 · end of year $11,615,475
Mission and programs · 2023
Mission
THROUGH EFFECTIVE LEADERSHIP AND MEMBER PARTICIPATION, CALIFORNIA HOSPITAL ASSOCIATION (CHA) SEEKS TO DEVELOP CONSENSUS, ESTABLISH PUBLIC POLICY PRIORITIES, AND REPRESENT AND SERVE HOSPITALS AND HEALTH SYSTEMS. IN CONCERT WITH ITS MEMBER ORGANIZATIONS, CHA IS COMMITTED TO ESTABLISHING AND MAINTAINING A FINANCIAL AND REGULATORY ENVIRONMENT WITHIN WHICH HOSPITALS CAN CONTINUE TO PROVIDE HIGH-QUALITY PATIENT CARE.
Activities or mission (Part I)
PROVIDE THE MEMBERSHIP WITH LEGISLATIVE AND REGULATORY REPRESENTATION AND ADVOCACY.
-
DEVELOP AND IMPLEMENT PUBLIC POLICY IN THE LEGISLATIVE AND REGULATORY ARENA FOR HOSPITALS AND HEALTH SYSTEMS. EDUCATE HOSPITALS AND HEALTH SYSTEMS ON REGULATORY AND LEGISLATIVE ACTIONS THROUGH PUBLICATIONS, SEMINARS AND OTHER CONTACTS.
-
REIMBURSEMENT GRANT FROM CDPH FOR HOSPITAL EMERGENCY PREPAREDNESS.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Carmela CoyleCARMELA COYLE
PRESIDENT/CHIEF EXECUTIVE OFFICER
- Total calculated
- $1,409,048
- From this org
- $0
- From related orgs
- $1,384,050
- Other
- $24,998
- Hours/week
- 2.8 + 37.2 related
Schedule J breakdown matched by us
- Base
- $0 + $1,041,928 related
- Bonus
- $0 + $338,320 related
- Other
- $0 + $3,802 related
- Deferred
- $0 + $23,100 related
- Nontaxable benefits
- $0 + $1,898 related
- Filer's total
- $0 + $1,409,048 related
-
Anne N O'RourkeANNE N O'ROURKE
SVP/FEDERAL RELATIONS & ADVOCACY
- Total calculated
- $607,593
- From this org
- $0
- From related orgs
- $526,739
- Other
- $80,854
- Hours/week
- 2.8 + 37.2 related
Schedule J breakdown matched by us
- Base
- $0 + $421,054 related
- Bonus
- $0 + $101,883 related
- Other
- $0 + $3,802 related
- Deferred
- $0 + $45,600 related
- Nontaxable benefits
- $0 + $35,254 related
- Filer's total
- $0 + $607,593 related
-
Dietmar GrellmanDIETMAR GRELLMAN
SVP/POLICY
- Total calculated
- $575,398
- From this org
- $0
- From related orgs
- $498,982
- Other
- $76,416
- Hours/week
- 2.8 + 37.2 related
Schedule J breakdown matched by us
- Base
- $0 + $393,651 related
- Bonus
- $0 + $101,529 related
- Other
- $0 + $3,802 related
- Deferred
- $0 + $45,600 related
- Nontaxable benefits
- $0 + $30,816 related
- Filer's total
- $0 + $575,398 related
-
Kathryn ScottKATHRYN SCOTT
SVP/STATE RELATIONS & ADVOCACY
- Total calculated
- $574,421
- From this org
- $0
- From related orgs
- $526,923
- Other
- $47,498
- Hours/week
- 2.8 + 37.2 related
Schedule J breakdown matched by us
- Base
- $0 + $402,287 related
- Bonus
- $0 + $123,311 related
- Other
- $0 + $1,325 related
- Deferred
- $0 + $45,600 related
- Nontaxable benefits
- $0 + $1,898 related
- Filer's total
- $0 + $574,421 related
-
Jennifer M NewmanJENNIFER M NEWMAN
SVP/CHIEF FINANCIAL OFFICER
- Total calculated
- $531,655
- From this org
- $0
- From related orgs
- $468,846
- Other
- $62,809
- Hours/week
- 2.8 + 37.2 related
Schedule J breakdown matched by us
- Base
- $0 + $365,044 related
- Bonus
- $0 + $100,000 related
- Other
- $0 + $3,802 related
- Deferred
- $0 + $45,600 related
- Nontaxable benefits
- $0 + $17,209 related
- Filer's total
- $0 + $531,655 related
-
Julie A ReppasJULIE A REPPAS
SVP/OPERATIONS & HR
- Total calculated
- $523,101
- From this org
- $0
- From related orgs
- $454,892
- Other
- $68,209
- Hours/week
- 2.8 + 37.2 related
Schedule J breakdown matched by us
- Base
- $0 + $343,386 related
- Bonus
- $0 + $107,643 related
- Other
- $0 + $3,863 related
- Deferred
- $0 + $45,600 related
- Nontaxable benefits
- $0 + $22,609 related
- Filer's total
- $0 + $523,101 related
-
Amber OttAMBER OTT
SVP/DATA ANALYTICS
- Total calculated
- $497,125
- From this org
- $0
- From related orgs
- $413,595
- Other
- $83,530
- Hours/week
- 2.8 + 37.2 related
Schedule J breakdown matched by us
- Base
- $0 + $313,019 related
- Bonus
- $0 + $100,000 related
- Other
- $0 + $576 related
- Deferred
- $0 + $45,600 related
- Nontaxable benefits
- $0 + $37,930 related
- Filer's total
- $0 + $497,125 related
-
David SimonDAVID SIMON
SVP/COMMUNICATIONS
- Total calculated
- $486,718
- From this org
- $0
- From related orgs
- $410,590
- Other
- $76,128
- Hours/week
- 2.8 + 37.2 related
Schedule J breakdown matched by us
- Base
- $0 + $309,344 related
- Bonus
- $0 + $100,382 related
- Other
- $0 + $864 related
- Deferred
- $0 + $45,600 related
- Nontaxable benefits
- $0 + $30,528 related
- Filer's total
- $0 + $486,718 related
-
Kiyomi BurchillKIYOMI BURCHILL
VP/POLICY
- Total calculated
- $385,437
- From this org
- $0
- From related orgs
- $339,734
- Other
- $45,703
- Hours/week
- 2.8 + 37.2 related
Schedule J breakdown matched by us
- Base
- $0 + $286,749 related
- Bonus
- $0 + $50,000 related
- Other
- $0 + $2,985 related
- Deferred
- $0 + $23,100 related
- Nontaxable benefits
- $0 + $22,603 related
- Filer's total
- $0 + $385,437 related
-
Lois J RichardsonLOIS J RICHARDSON
VP/LEGAL COUNSEL
- Total calculated
- $361,483
- From this org
- $0
- From related orgs
- $311,503
- Other
- $49,980
- Hours/week
- 2.8 + 37.2 related
Schedule J breakdown matched by us
- Base
- $0 + $307,701 related
- Bonus
- $0
- Other
- $0 + $3,802 related
- Deferred
- $0 + $22,057 related
- Nontaxable benefits
- $0 + $27,923 related
- Filer's total
- $0 + $361,483 related
-
Justin ZiombraJUSTIN ZIOMBRA
GROUP VP/DATA ANALYTICS
- Total calculated
- $297,043
- From this org
- $0
- From related orgs
- $268,159
- Other
- $28,884
- Hours/week
- 2.8 + 37.2 related
Schedule J breakdown matched by us
- Base
- $0 + $240,397 related
- Bonus
- $0 + $27,000 related
- Other
- $0 + $762 related
- Deferred
- $0 + $18,748 related
- Nontaxable benefits
- $0 + $10,136 related
- Filer's total
- $0 + $297,043 related
-
Maria Trinidad GonzalezMARIA TRINIDAD GONZALEZ
VP/POLICY
- Total calculated
- $285,873
- From this org
- $0
- From related orgs
- $252,262
- Other
- $33,611
- Hours/week
- 2.8 + 37.2 related
Schedule J breakdown matched by us
- Base
- $0 + $227,625 related
- Bonus
- $0 + $23,500 related
- Other
- $0 + $1,137 related
- Deferred
- $0 + $17,816 related
- Nontaxable benefits
- $0 + $15,795 related
- Filer's total
- $0 + $285,873 related
-
Douglas MulvanyDOUGLAS MULVANY
VP/POLICY
- Total calculated
- $283,943
- From this org
- $0
- From related orgs
- $263,486
- Other
- $20,457
- Hours/week
- 2.8 + 37.2 related
Schedule J breakdown matched by us
- Base
- $0 + $249,181 related
- Bonus
- $0 + $13,500 related
- Other
- $0 + $805 related
- Deferred
- $0 + $18,399 related
- Nontaxable benefits
- $0 + $2,058 related
- Filer's total
- $0 + $283,943 related
-
Todd A SuntrapakTODD A SUNTRAPAK
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kerry L Heinrich JDKERRY L HEINRICH JD
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Siri NelsonSIRI NELSON
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Brian AlexanderBRIAN ALEXANDER
TRUSTEE (THRU 02/23)
- Total calculated
- $0
- Hours/week
- 1
-
Joseph Avelino RNJOSEPH AVELINO RN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Elaine Batchlor MD MPHELAINE BATCHLOR MD MPH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kavitha Bhatia MDKAVITHA BHATIA MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Carolyn CaldwellCAROLYN CALDWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Laureen DriscollLAUREEN DRISCOLL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Susan Ehrlich MDSUSAN EHRLICH MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David EntwistleDAVID ENTWISTLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Karen FaulisKAREN FAULIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Patrick Frias MDPATRICK FRIAS MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tom A GammiereTOM A GAMMIERE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michelle J Gaskill-Hames RNMICHELLE J GASKILL-HAMES RN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Diane HansenDIANE HANSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gary HontsGARY HONTS
TRUSTEE (THRU 04/23)
- Total calculated
- $0
- Hours/week
- 1
-
Christopher HowardCHRISTOPHER HOWARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James Et JacksonJAMES ET JACKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mary Jo Jacobson PtMARY JO JACOBSON PT
TRUSTEE (THRU 01/23)
- Total calculated
- $0
- Hours/week
- 1
-
David G Klein MDDAVID G KLEIN MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mark LisaMARK LISA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marcel LohMARCEL LOH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Marcia MankerMARCIA MANKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lori Morgan MDLORI MORGAN MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Patty Maysent MPH MBAPATTY MAYSENT MPH MBA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bradley NeetBRADLEY NEET
TRUSTEE (THRU 09/23)
- Total calculated
- $0
- Hours/week
- 1
-
Jorge OrozcoJORGE OROZCO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Carrie Owen PlietzCARRIE OWEN PLIETZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jodee ReadJODEE READ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Johnese SpissoJOHNESE SPISSO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Julie J SprengelJULIE J SPRENGEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Warner L ThomasWARNER L THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul VivianoPAUL VIVIANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Louis WardLOUIS WARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Darlene WettonDARLENE WETTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike WiltermoodMIKE WILTERMOOD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
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
Answered yes
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 3
- THE ASSOCIATION RELIES ON CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS (CAHHS), A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE PRESIDENT USING ONE OR MORE OF THE METHODS DESCRIBED ON SCHEDULE J, PART I, LINE 3. THE COMPENSATION REPORTED IN SCHEDULE J IS PAID BY CAHHS AND IS FOR SERVICES PROVIDED TO BOTH CAHHS AND THE ASSOCIATION.
- PART I, LINE 4B
- THE ASSOCIATION MAINTAINS A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. THIS PLAN IS MAINTAINED BY CAHHS. THIS PLAN IS INTENDED TO QUALIFY AS AN UNFUNDED PLAN OF DEFERRED COMPENSATION THAT IS MAINTAINED BY AN EMPLOYER PRIMARILY FOR THE PURPOSE OF PROVIDING DEFERRED COMPENSATION FOR THE SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES AS THOSE TERMS ARE DEFINED UNDER THE PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED (ERISA). FUNDING FOR THIS PLAN IS THROUGH ANNUAL EMPLOYER CONTRIBUTIONS AND IS LIMITED TO THE ANNUAL AMOUNT SET FORTH BY THE US TREASURY DEPARTMENT. DIETMAR A. GRELLMANN, JENNIFER M. NEWMAN, ANNE N. O'ROURKE, AMBER OTT, JULIE A. REPPAS, KATHRYN SCOTT, AND DAVID SIMON PARTICIPATED IN THE PLAN AND RECEIVED A BENEFIT OF $22,500 EACH FOR THE YEAR.
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
-
MCO TAX INITIATIVE
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS
501(C)(6) · REPRESENT HOSPITAL INTERESTS BEFORE LEGISLATORS AND REGULATORS · CA · controlled entity
Directly controlled by CHA
-
CALIFORNIA HEALTH FOUNDATION AND TRUST
501(C)(3) · RESEARCH/EDUCATION IN HEALTHCARE DELIVERY, FINANCING & PATIENT CARE · CA · controlled entity
Directly controlled by CHA
-
CALIFORNIA HOSPITALS COMMITTEE ON ISSUES
501(C)(6) · BALLOT INITIATIVES · CA · controlled entity
Directly controlled by CAHHS
-
CALIFORNIA HOSPITAL ASSOCIATION POLITICAL ACTION COMMITTEE
527 · POLITICAL ACTION COMMITTEE · CA
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.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
HEALTH PROPERTY ASSOCIATES
GROUND LEASE · CA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CALIFORNIA HOSPITALS INVESTMENTS & PUBLICATIONS INC
C · INACTIVE · CA · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443199349315694
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