2025-11-12T18:05:09-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2882 PROSPECT PARK DR STE 300 RANCHO CORDOVA CA 95670 990 2024-01-01 680343712 CALIFORNIA HOSPITAL ASSOCIATION CALI 9165527629 1215 K STREET 700 SACRAMENTO CA 95814 JENNIFER M NEWMAN SVP/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 30419172 0 X WWW.CALHOSPITAL.ORG X 1993 CA PROVIDE THE MEMBERSHIP WITH LEGISLATIVE AND REGULATORY REPRESENTATION AND ADVOCACY. 35 34 0 0 0 0 0 0 28464288 30296430 135330 122742 0 0 28599618 30419172 100000 0 0 0 17468352 19183879 0 0 0 13649310 12924924 31217662 32108803 -2618044 -1689631 15921833 13581025 4306358 3633947 11615475 9947078 X 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. 0 0 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. 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 X 35 34 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 9165527629 1215 K STREET SUITE 700 SACRAMENTO CA 95814 CARMELA COYLE PRESIDENT/CHIEF EXECUTIVE OFFICER 2.80 38.20 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 ELAINE BATCHLOR MD TRUSTEE 1.00 0.00 X 0 0 0 KAVITHA BHATIA MD TRUSTEE 1.00 0.00 X 0 0 0 CAROLYN CALDWELL TRUSTEE 1.00 0.00 X 0 0 0 LAUREEN DRISCOLL TRUSTEE 1.00 0.00 X 0 0 0 SUSAN EHRLICH MD TRUSTEE 1.00 0.00 X 0 0 0 DAVID ENTWISTLE TRUSTEE 1.00 0.00 X 0 0 0 KAREN FAULIS TRUSTEE 1.00 2.00 X 0 0 0 PATRICK FRIAS MD TRUSTEE 1.00 0.00 X 0 0 0 MICHELLE J GASKILL-HAMES RN TRUSTEE 1.00 0.00 X 0 0 0 DIANE HANSEN TRUSTEE 1.00 0.00 X 0 0 0 KEITH HOBBS TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER CHRIS HOWARD TRUSTEE 1.00 0.00 X 0 0 0 JAMES ET JACKSON TRUSTEE 1.00 0.00 X 0 0 0 JODEE JOHNSON TRUSTEE 1.00 0.00 X 0 0 0 DAVID G KLEIN MD TRUSTEE 1.00 0.00 X 0 0 0 MARK LISA TRUSTEE 1.00 0.00 X 0 0 0 MARCEL LOH TRUSTEE 1.00 0.00 X 0 0 0 MARCIA MANKER TRUSTEE 1.00 0.00 X 0 0 0 PATTY MAYSENT MPH MBA TRUSTEE 1.00 0.00 X 0 0 0 LORI MORGAN MD TRUSTEE 1.00 0.00 X 0 0 0 JORGE OROZCO TRUSTEE 1.00 0.00 X 0 0 0 CARRIE OWEN PLIETZ TRUSTEE 1.00 0.00 X 0 0 0 MARK SEVCO TRUSTEE 1.00 0.00 X 0 0 0 RICK SHUMWAY TRUSTEE 1.00 0.00 X 0 0 0 JOHNESE SPISSO TRUSTEE 1.00 0.00 X 0 0 0 WARNER L THOMAS TRUSTEE 1.00 0.00 X 0 0 0 JACKIE VAN BLARICUM TRUSTEE 1.00 0.00 X 0 0 0 LOUIS WARD TRUSTEE 1.00 0.00 X 0 0 0 DARLENE WETTON TRUSTEE 1.00 0.00 X 0 0 0 MIKE WILTERMOOD TRUSTEE 1.00 0.00 X 0 0 0 JENNIFER M NEWMAN SVP/CHIEF FINANCIAL OFFICER 2.80 40.00 X 0 501008 66422 ANNE N O'ROURKE SVP/FEDERAL RELATIONS & ADVOCACY 2.80 37.20 X 0 538854 84984 KATHRYN SCOTT SVP/STATE RELATIONS & ADVOCACY 2.80 37.20 X 0 549064 49174 DIETMAR GRELLMANN SVP/POLICY 2.80 37.20 X 0 508375 85091 AMBER OTT SVP/FINANCIAL POLICY & DATA ANALYTICS 2.80 37.20 X 0 485030 88202 JULIE A REPPAS SVP/OPERATIONS & HR 2.80 37.20 X 0 460170 72443 DAVID SIMON SVP/COMMUNICATIONS 2.80 37.20 X 0 422478 79602 KIYOMI BURCHILL VP POLICY 2.80 37.20 X 0 355562 49410 LOIS J RICHARDSON VP/LEGAL COUNSEL 2.80 37.20 X 0 321981 53183 JUSTIN ZIOMBRA - GROUP VP DATA ANALYTICS 2.80 37.20 X 0 313806 33517 BENJAMIN MCGOWAN VP/LEGAL COUNSEL 2.80 37.20 X 0 275872 30823 BENJAMIN JOHNSON VP/LEGAL COUNSEL 2.80 37.20 X 0 275030 30666 0 6455307 983691 0 0 1 0 CALIFORNIA ASSOCIATION OF HOSPITALS AND 1215 K STREET SUITE 700 SACRAMENTO CA 95814 ADMINISTRATIVE SERVICES 4611494 HOOPER LUNDY & BOOKMAN 1875 CENTURY PARK EAST SUITE 1600 LOS ANGELES CA 90067 LEGAL 981280 SCA CONSULTING INC 950 GLENN DRIVE FOLSOM CA 95630 CONSULTING SERVICES 130050 3 MEMBERSHIP DUES 900099 30019140 30019140 GRANT REIMBURSEMENT 900099 277290 277290 30296430 122742 122742 30419172 30296430 0 122742 X 16063335 857614 1418577 844353 1975844 1188000 3339368 1631874 3103244 316773 DUES AND SUBSCRIPTIONS 317134 UHA DUES 284000 COMMITTEES 276994 EVENTS AND SPEAKERS 36425 455268 32108803 13752516 12810696 69471 50237 1600019 199427 499827 520665 15921833 13581025 261682 188799 1287367 0 2757309 3445148 4306358 3633947 X 11615475 9947078 11615475 9947078 15921833 13581025 -1689631 21234 0 X 0 1 X 1 0 0 0 0 30019140 4856522 44939 4901461 4804623 96838 0 DUE TO CAHHS 3445148 3445148 X PART X, LINE 2: CHA IS A CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(6). CHFT IS A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). CHA IS EXEMPT FROM INCOME TAXES UNDER CALIFORNIA REVENUE AND TAX CODE SECTION 23701E. CHFT IS EXEMPT FROM INCOME TAXES UNDER CALIFORNIA REVENUE AND TAX CODE SECTION 23701D. CHA AND CHFT ARE, HOWEVER, SUBJECT TO INCOME TAXES FROM ACTIVITIES UNRELATED TO THEIR TAX-EXEMPT PURPOSE. MANAGEMENT DOES NOT BELIEVE THERE IS ANY UNRELATED BUSINESS INCOME AS OF DECEMBER 31, 2024 AND 2023. IN THE EVENT THE ASSOCIATION HAD A TAX PROVISION THAT WAS UNCERTAIN OF BEING SUSTAINED, THE ASSOCIATION 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. 0 1 0 CARMELA COYLE PRESIDENT/CHIEF EXECUTIVE OFFICER 0 1092422 0 351853 0 3802 0 258150 0 2024 0 1708251 0 0 ANNE N O'ROURKE SVP/FEDERAL RELATIONS & ADVOCACY 0 435052 0 100000 0 3802 0 47150 0 37834 0 623838 0 0 KATHRYN SCOTT SVP/STATE RELATIONS & ADVOCACY 0 416644 0 131095 0 1325 0 47150 0 2024 0 598238 0 0 DIETMAR GRELLMANN SVP/POLICY 0 404573 0 100000 0 3802 0 47150 0 37941 0 593466 0 0 AMBER OTT SVP/FINANCIAL POLICY & DATA ANALYTIC 0 358751 0 125415 0 864 0 47150 0 41052 0 573232 0 0 JENNIFER M NEWMAN SVP/CHIEF FINANCIAL OFFICER 0 395263 0 101943 0 3802 0 47150 0 19272 0 567430 0 0 JULIE A REPPAS SVP/OPERATIONS & HR 0 357066 0 100000 0 3104 0 47150 0 25293 0 532613 0 0 DAVID SIMON SVP/COMMUNICATIONS 0 321614 0 100000 0 864 0 47150 0 32452 0 502080 0 0 KIYOMI BURCHILL VP POLICY 0 301200 0 50424 0 3938 0 24150 0 25260 0 404972 0 0 LOIS J RICHARDSON VP/LEGAL COUNSEL 0 318179 0 0 0 3802 0 22939 0 30244 0 375164 0 0 JUSTIN ZIOMBRA - GROUP VP DATA ANALYTICS 0 285518 0 27424 0 864 0 21940 0 11577 0 347323 0 0 BENJAMIN MCGOWAN VP/LEGAL COUNSEL 0 275296 0 0 0 576 0 19305 0 11518 0 306695 0 0 BENJAMIN JOHNSON VP/LEGAL COUNSEL 0 254297 0 20250 0 483 0 19261 0 11405 0 305696 0 0 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 $23,000 EACH 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 1A THE ASSOCIATION'S EXECUTIVE COMMITTEE IS COMPOSED OF THE FOLLOWING: THE CHA CHAIR, THE CHA CHAIR-ELECT, THE CHA IMMEDIATE PAST CHAIR, THE CHA PRESIDENT, THE CHA SECRETARY/TREASURER, THE CHAIR OF EACH REGIONAL ASSOCIATION, AND SEVEN OR MORE ADDITIONAL TRUSTEES REPRESENTING CERTAIN GROUPS WITHIN THE ASSOCIATION. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE AFFAIRS AND ACTIVITIES OF THE ASSOCIATION, SUBJECT TO SUCH LIMITATIONS OR RESTRICTIONS AS MAY BE IMPOSED BY THE ARTICLES OF INCORPORATION, THE BYLAWS, APPLICABLE LAW, OR THE BOARD, AND IS SUBJECT TO REVIEW OF SUCH ACTS BY THE BOARD AT ITS NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS THREE CORPORATE MEMBERS AND EACH MEMBER SHALL CONSTITUTE A REGIONAL ASSOCIATION. EACH VOTING AND NONVOTING MEMBER OF EACH REGIONAL ASSOCIATION SHALL BE A NONVOTING CONSTITUENT MEMBER OF CALIFORNIA HOSPITAL ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A CORPORATE MEMBERS ELECT CERTAIN MEMBERS OF THE ASSOCIATION'S GOVERNING BODY; CERTAIN GOVERNING BODY MEMBERS ARE EX-OFFICIO PER THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B THE ASSOCIATION'S BYLAWS CONTAIN CERTAIN RESERVE POWERS THAT MUST BE APPROVED BY THE GOVERNING BODY OF AT LEAST TWO OF THE THREE CORPORATE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE CALIFORNIA HOSPITAL ASSOCIATION'S 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 BE COUNTED IN DETERMINATION OF A QUORUM. ALL PROCEEDINGS ARE DOCUMENTED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G ADMINISTRATION SERVICES 3,339,368. CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS 1215 K STREET SUITE 700 SACRAMENTO CA 95814 941205908 LEGISLATIVE AND REGULATORY REPRESENTATION AND ADVOCACY CA 501(C)(6) CHA 1 CALIFORNIA HEALTH FOUNDATION AND TRUST 1215 K STREET SUITE 700 SACRAMENTO CA 95814 941498697 RESEARCH/EDUCATION IN HEALTHCARE DELIVERY, FINANCING & PATIENT CARE CA 501(C)(3) LINE 7 CHA 1 CALIFORNIA HOSPITALS COMMITTEE ON ISSUES 1127 11TH STREET SUITE 300 SACRAMENTO CA 95814 680148902 BALLOT INITIATIVES CA 501(C)(6) CAHHS 1 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 0 CALIFORNIA HOSPITALS INVESTMENTS & PUBLICATIONS INC 1215 K STREET SUITE 700 SACRAMENTO CA 95814 680114819 INACTIVE CA N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 CALIFORNIA ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS M 30846455 ACTUAL