2025-11-12T17:54:33-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2882 PROSPECT PARK DR STE 300 RANCHO CORDOVA CA 95670 990 2024-01-01 941498697 CALIFORNIA HEALTH FOUNDATION AND TRUST CALI 9165527629 1215 K STREET 700 SACRAMENTO CA 95814 JENNIFER M NEWMAN CFO 9165527629 2025-11-11 1 1 WENDY CAMPOS P00448102 9165038100 2025-11-11 2024 2025-03-06 01:10:19Z CARMELA COYLE 1215 K STREET 700 SACRAMENTO CA 95814 45957239 0 X N/A X 1956 CA SUPPORT ACCESS, RESEARCH, AND EDUCATION IN THE HEALTHCARE FIELD 12 11 0 0 0 0 45211724 45231923 0 0 759598 725316 18172 0 45989494 45957239 57650483 52966094 0 0 56652 100714 0 0 0 194539 3817478 57901674 56884286 -11912180 -10927047 148197439 140241059 6176921 9145454 142020518 131095605 SUPPORT ACCESS, RESEARCH, AND EDUCATION IN THE FIELDS OF HEALTHCARE DELIVERY, FINANCING, AND PATIENT CARE. 0 0 56323877 52792786 0 2022-2024 HOSPITAL GRANT PROGRAMS:STATEWIDE EFFORT TO ASSIST HOSPITALS AND HOSPITAL HEALTH SYSTEMS IN CALIFORNIA TO CONTINUE TO PROVIDE ACCESS TO CARE FOR UNINSURED AND UNDERINSURED PEOPLE, PRESERVE PHYSICAL ACCESS TO CARE, AND PROVIDE COMMUNITY SERVICES SUCH AS MENTAL HEALTH ACCESS, WELLNESS, AND PREVENTION PROGRAMS. THE PROGRAM RECOVERS $5.2 BILLION OF THE $8.8 BILLION SHORTFALL ANNUALLY IN MEDI-CAL PAYMENTS. 498919 173308 0 SUPPORT CRITICAL ACCESS HOSPITALS (CAHS) IN IMPLEMENTING QUALITY IMPROVEMENT ACTIVITIES. 56822796 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 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 0 1 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X JENNIFER M NEWMAN CFO 9165527629 1215 K STREET SUITE 700 SACRAMENTO CA 95814 CARMELA COYLE PRESIDENT 1.00 40.00 X X 0 1448077 260174 KERRY L HEINRICH JD CHAIR 1.00 2.00 X X 0 0 0 SIRI NELSON CHAIR-ELECT 1.00 2.00 X X 0 0 0 TODD A SUNTRAPAK PAST CHAIR 1.00 2.00 X X 0 0 0 JULIE J SPRENGEL SECRETARY/TREASURER 1.00 2.00 X X 0 0 0 JUDY COFFEY RN TRUSTEE 1.00 0.00 X 0 0 0 PETE DELGADO TRUSTEE 1.00 0.00 X 0 0 0 KAREN FAULIS TRUSTEE 1.00 2.00 X 0 0 0 BRETT MCCLAIN TRUSTEE 1.00 1.00 X 0 0 0 KATHLEEN J MCINTIRE CAVS TRUSTEE 1.00 1.00 X 0 0 0 LOUIS PELTIER TRUSTEE 1.00 1.00 X 0 0 0 PAUL S VIVIANO TRUSTEE 1.00 1.00 X 0 0 0 JENNIFER M NEWMAN CHIEF FINANCIAL OFFICER 2.80 40.00 X 0 501008 66422 0 1949085 326596 0 0 1 0 CA ASSN OF HOSPITALS AND HEALTH SYSTEMS 1215 K STREET 700 SACRAMENTO CA 95814 ADMINISTRATIVE SERVICES 3659504 1 498919 44733004 45231923 725316 725316 45957239 0 0 725316 52966094 52966094 84634 84634 16080 16080 3514739 3514739 4949 4949 33383 1848 31535 234557 234557 818 818 4844 4844 20791 20791 BAD DEBT EXPENSE 3397 3397 56884286 56822796 61490 0 133381505 136551187 14555644 3428219 8181 7410 15593 15593 236516 238650 148197439 140241059 35740 3543500 6141181 5601954 6176921 9145454 X 2738239 3368180 139282279 127727425 142020518 131095605 148197439 140241059 -10927047 2134 0 X 0 1 X 1 0 X 63850891 36575395 42532895 45211724 45231923 233402828 63850891 36575395 42532895 45211724 45231923 233402828 7095374 226307454 249181 117618 173617 759598 725316 2025330 74580 56550 37021 18172 186323 235614481 0.96050 0.89310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME CRQAR REVENUE GROUP PURCHASING RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 45959373 2134 2134 45957239 0 45957239 56884286 0 56884286 0 56884286 PART X, LINE 2: CHFT IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAX CODE SECTION 23701D. ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT ANY PROVISION FOR INCOME TAXES. IN THE EVENT CHFT HAD A TAX PROVISION THAT WAS UNCERTAIN OF BEING SUSTAINED, CHFT WOULD APPLY THE MINIMUM PROBABILITY THRESHOLD TO DETERMINE WHETHER A FINANCIAL STATEMENT LIABILITY OR BENEFIT SHOULD BE RECOGNIZED. THERE WERE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023. 1 HOAG MEMORIAL HOSPITAL PRESBYTERIAN ONE HOAG DRIVE NEWPORT BEACH CA 92663 951643327 501(C)(3) 20357237 0 PRIVATE GRANT PROGRAM 8 CEDARS-SINAI 8700 BEVERLY BOULEVARD LOS ANGELES CA 90048 951644600 501(C)(3) 16895228 0 PRIVATE GRANT PROGRAM 8 CEDARS-SINAI 8700 BEVERLY BOULEVARD LOS ANGELES CA 90048 951644600 501(C)(3) 11734209 0 PRIVATE GRANT PROGRAM 7 HOAG MEMORIAL HOSPITAL PRESBYTERIAN ONE HOAG DRIVE NEWPORT BEACH CA 92663 951643327 501(C)(3) 1328864 0 PRIVATE GRANT PROGRAM 7 HENRY MAYO NEWHALL HOSPITAL 23845 MCBEAN PARKWAY VALENCIA CA 91355 952821104 501(C)(3) 1299212 0 PRIVATE GRANT PROGRAM 7 HENRY MAYO NEWHALL HOSPITAL 23845 MCBEAN PARKWAY VALENCIA CA 91355 952821104 501(C)(3) 874632 0 PRIVATE GRANT PROGRAM 8 USC ARCADIA HOSPITAL 1510 SAN PABLO STREET 6TH FLOOR LOS ANGELES CA 90032 951643336 501(C)(3) 298404 0 PRIVATE GRANT PROGRAM 7 EASTERN PLUMAS HEALTH CARE 500 1ST AVENUE PORTOLA CA 96122 941741654 501(C)(3) 16500 0 CAH FLEX GRANTS PROVIDENCE ST JOSEPH HEALTH 3344 MICHELSON DRIVE SUITE 100 IRVINE CA 92612 811244422 501(C)(3) 13500 0 CAH FLEX GRANTS PLUMAS DISTRICT HOSPITAL 1065 BUCKS LAKE ROAD QUINCY CA 95971 946036992 501(C)(3) 12200 0 CAH FLEX GRANTS GEORGE L MEE MEMORIAL HOSPITAL 300 CANAL STREET KING CITY CA 93930 941502014 501(C)(3) 12000 0 CAH FLEX GRANTS MAYERS MEMORIAL HOSPITAL DISTRICT 43563 STATE HIGHWAY 299 EAST FALL RIVER MILLS CA 960280459 941634940 501(C)(3) 11500 0 CAH FLEX GRANTS COMMUNITY MEMORIAL HOSPITAL - OJAI 1306 MARIPOSA HIGHWAY OJAI CA 930233163 201982135 501(C)(3) 10250 0 CAH FLEX GRANTS HEALDSBURG HOSPITAL 1375 UNIVERSITY AVENUE HEALDSBURG CA 954483382 364483322 501(C)(3) 10000 0 CAH FLEX GRANTS HAZEL HAWKINS MEMORIAL HOSPITAL 911 SUNSET DRIVE HOLLISTER CA 95023 942497062 501(C)(3) 10000 0 CAH FLEX GRANTS RIDGECREST REGIONAL HOSPITAL 1080 N CHINA LAKE BOULEVARD RIDGECREST CA 935553130 952082686 501(C)(3) 9820 0 CAH FLEX GRANTS SOHUM HEALTH 733 CEDAR STREET GARBERVILLE CA 95542 942664285 501(C)(3) 6342 0 CAH FLEX GRANTS 14 0 PART I, LINE 2: GRANTEES ARE REQUIRED TO SIGN RECIPIENT AGREEMENTS WHICH DETERMINE THE ALLOWABLE USE OF GRANT FUNDS AND REPORTING REQUIREMENTS. 0 1 0 0 0 0 0 0 0 CARMELA COYLE PRESIDENT 0 1092422 0 351853 0 3802 0 258150 0 2024 0 1708251 0 0 JENNIFER M NEWMAN CHIEF FINANCIAL OFFICER 0 395263 0 101943 0 3802 0 47150 0 19272 0 567430 0 0 PART I, LINE 3 CALIFORNIA HEALTH FOUNDATION AND TRUST (CHFT) 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 FOR THE OFFICERS OF CHFT IS PAID BY CAHHS AND IS FOR SERVICES PROVIDED TO CAHHS AND CALIFORNIA HOSPITAL ASSOCIATION. PART I, LINE 4B THE ORGANIZATION MAINTAINS A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. 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. JENNIFER M. NEWMAN PARTICIPATED IN THE PLAN AND RECEIVED A BENEFIT OF $23,000 FOR THE YEAR. CARMELA COYLE HAS A 457(F) PLAN AND A CONTRIBUTION OF $234,000 WAS MADE IN 2024. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS CALIFORNIA HOSPITAL ASSOCIATION, A CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A CERTAIN ACTS MUST BE APPROVED BY THE SOLE MEMBER, CALIFORNIA HOSPITAL ASSOCIATION: A. MATERIALLY CHANGING THE PHILOSOPHY, OBJECTIVES AND PURPOSES OF THE CORPORATION; B. ENGAGING IN ANY MERGER, CONSOLIDATION, AFFILIATION, OR DISSOLUTION OF THE CORPORATION; C. ENGAGING IN ANY SALE, LEASE, DISPOSITION OR HYPOTHECATION OF SUBSTANTIALLY ALL OF THE ASSETS OWNED BY THE CORPORATION; D. ADMISSION OF ANY OTHER MEMBERS; E. RELINQUISHING OR ALTERING THE TAX-EXEMPT STATUS OF THE CORPORATION; F. MATERIALLY CHANGING THE CORPORATE STRUCTURE OF THE CORPORATION OR ANY OF ITS COMPONENT PARTS; AND G. AMENDING, RESTATING, OR RESCINDING THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER, CALIFORNIA HOSPITAL ASSOCIATION ELECTS THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWED THE FORM 990 BEFORE IT WAS FINALIZED OR FILED. EACH MEMBER OF THE CALIFORNIA HEALTH FOUNDATION AND TRUST BOARD OF DIRECTORS WAS SENT A COPY OF THE DRAFT FORM 990 BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS EACH MEMBER OF THE BOARD OF DIRECTORS; THE PRESIDENT/CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER; KEY EMPLOYEES; ANY PERSON WHO HAS HELD ONE OF THOSE POSITIONS DURING THE PRECEDING FIVE YEARS; FAMILY MEMBERS; AND CERTAIN CONTROLLED ORGANIZATIONS (INTERESTED PERSONS). ALL INTERESTED PERSONS ANNUALLY SIGN A STATEMENT THAT AFFIRMS RECEIPT AND AGREEMENT TO COMPLY WITH THE POLICY AND TO DISCLOSE ANY FINANCIAL INTERESTS OR FAMILY RELATIONSHIPS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. EACH INTERESTED PERSON IS REQUIRED TO DISCLOSE TO THE BOARD (OR COMMITTEE THEREOF), ALL MATERIAL FACTS REGARDING THE FINANCIAL INTEREST OR RELATIONSHIP IN THE TRANSACTION. WITH REGARD TO AN INTERESTED PERSON, THE BOARD OR COMMITTEE DETERMINES IF A CONFLICT OF INTEREST EXISTS. THE INSIDER(S) INVOLVED WITH THE TRANSACTION WILL NOT BE PRESENT DURING THE BOARD OR COMMITTEE'S DISCUSSION OR DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS, AND MAY NOT VOTE ON THE TRANSACTION OR COUNTED IN DETERMINATION OF A QUORUM. ALL PROCEEDINGS ARE DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CALIFORNIA HOSPITAL ASSOCIATION 1215 K STREET SUITE 700 SACRAMENTO CA 95814 680343712 LEGISLATIVE AND REGULATORY REPRESENTATION AND ADVOCACY CA 501(C)(6) N/A 0 CALIFORNIA ASSOCIATION OF HOSPITALS HEALTH SYSTEMS 1215 K STREET SUITE 700 SACRAMENTO CA 95814 941205908 LEGISLATIVE AND REGULATORY REPRESENTATION AND ADVOCACY CA 501(C)(6) CALIFORNIA HOSPITAL ASSOCIATION 0 CALIFORNIA HOSPITALS COMMITTEE ON ISSUES 1127 11TH STREET SUITE 700 SACRAMENTO CA 95814 680148902 BALLOT INITIATIVES CA 501(C)(6) CAHHS 0 CALIFORNIA HOSPITAL ASSOCIATION POLITICAL ACTION COMMITTEE 1215 K STREET SUITE 700 SACRAMENTO CA 95814 942723946 POLITICAL ACTION COMMITTEE CA 527 N/A 0 HEALTH PROPERTY ASSOCIATES 1215 K STREET SUITE 700 SACRAMENTO CA 95814 680177130 GROUND LEASE CA N/A 0 1 CALIFORNIA HOSPITALS INVESTMENTS & PUBLICATIONS INC 1215 K STREET SUITE 700 SACRAMENTO CA 95814 680114819 INACTIVE CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS M 3659504 FMV