2025-11-12T08:57:46-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990 2024-01-01 943211035 INTEGRATED HEALTHCARE ASSOCIATION INTE 5102081740 180 GRAND AVE SUITE 1365 OAKLAND CA 94612 JEFFERY RIDEOUT PRESIDENT & CEO 5102081740 2025-11-06 1 1 DYLAN VALENTINE P01934033 9167847800 2025-11-06 2024 2025-03-06 01:10:19Z JEFFERY RIDEOUT 180 GRAND AVE SUITE 1365 OAKLAND CA 94612 22927607 0 X WWW.IHA.ORG X 1994 CA TO SOLVE INDUSTRY-WIDE CHALLENGES THAT STAND IN THE WAY OF HIGH-VALUE CARE. 48 48 43 57 0 0 0 0 17698170 22519728 237789 363795 0 0 17935959 22883523 0 0 0 0 7396211 8300985 0 0 0 9035264 12948569 16431475 21249554 1504484 1633969 15921039 16935950 10823627 10073638 5097412 6862312 X IHA'S MISSION IS TO BRING THE HEALTHCARE COMMUNITY TOGETHER TO SOLVE INDUSTRY-WIDE CHALLENGES THAT STAND IN THE WAY OF HIGH-VALUE CARE. AS A NON-PROFIT INDUSTRY ASSOCIATION, WE USE OBJECTIVE DATA, OUR DECADES OF EXPERTISE, AND OUR UNIQUE ROLE AS A TRUSTED FACILITATOR TO MAKE THE HEALTHCARE SYSTEM WORK BETTER FOR EVERYONE. OUR VISION IS A MORE INTEGRATED HEALTHCARE SYSTEM THAT DELIVERS HIGH-QUALITY, AFFORDABLE, AND EQUITABLE CARE. 0 0 THE ALIGN. MEASURE. PERFORM. (AMP) PROGRAM IS ONE OF THE LARGEST, MOST ESTABLISHED VALUE-BASED HEALTHCARE PERFORMANCE IMPROVEMENT PROGRAMS IN THE COUNTRY. AMP USES A COMMON STAKEHOLDER-APPROVED MEASURE SET AND METHODOLOGY TO CREATE CLEAR PERFORMANCE BENCHMARKS AND REWARD HIGH-PERFORMING PROVIDERS. INITIATED IN 2001, THE PROGRAM NOW INCLUDES PARTICIPATION FROM 13 HEALTH PLANS AND NEARLY 200 CALIFORNIA PHYSICIAN ORGANIZATIONS CARING FOR OVER 13 MILLION CALIFORNIANS. AMP'S FOUR PROGRAM COMPONENTS WORK TOGETHER TO ENCOURAGE CONTINUOUS IMPROVEMENT. 1) A COMMON SET OF PERFORMANCE MEASURES AND BENCHMARKS HELPS PARTICIPANTS FOCUS ON THE MOST IMPORTANT QUALITY IMPROVEMENT EFFORTS AND USE RESOURCES MORE EFFICIENTLY. 2) HEALTH PLANS GET A RECOMMENDED VALUE-BASED INCENTIVE PAYMENT DESIGN THAT THEY CAN ADAPT AS NEEDED TO REWARD HIGH-PERFORMING PROVIDERS. 3) AMP'S PROGRAM RESULTS ARE PUBLICLY REPORTED EACH YEAR, ALLOWING CONSUMERS TO COMPARE PROVIDER PERFORMANCE WITHIN THEIR AREA. AND 4) EACH YEAR, TOP-PERFORMING PROVIDERS AND THOSE DEMONSTRATING THE GREATEST YEAR-TO-YEAR IMPROVEMENT ARE RECOGNIZED. THE SYMPHONY PROVIDER DIRECTORY SERVES AS CALIFORNIA'S CENTRALIZED PLATFORM FOR PROVIDER DATA MANAGEMENT, STREAMLINING THE WAY PLANS AND PROVIDERS SHARE AND RECONCILE PROVIDER INFORMATION IN COMPLIANCE WITH STATE AND FEDERAL REGULATORY REQUIREMENTS. LED BY IHA AND LAUNCHED IN JANUARY 2019, SYMPHONY IS THE RESULT OF COLLABORATION AMONG STAKEHOLDERS ACROSS THE HEALTHCARE INDUSTRY, INCLUDING PLANS, PROVIDERS, PURCHASERS, REGULATORS AND OTHERS. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 43 1 0 0 0 0 0 0 0 0 X 48 48 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X JEFFERY RIDEOUT 5102081740 180 GRAND AVE SUITE 1365 OAKLAND CA 94612 MARTHA SANTANA-CHIN CHAIR 1.00 X X 0 0 0 MARK REYNOLDS CHAIR ELECT 1.00 X X 0 0 0 RAYMOND J CHICOINE TREASURER 1.00 X X 0 0 0 EDWARD JUHN SECRETARY 1.00 X X 0 0 0 DOUG MCKEEVER PAST CHAIR 1.00 X X 0 0 0 SAMEER AMIN DIRECTOR 1.00 X 0 0 0 BARRY S ARBUCKLE DIRECTOR 1.00 X 0 0 0 ELAINE BATCHLOR DIRECTOR (TO 03/24) 1.00 X 0 0 0 STEVE BLAKE DIRECTOR 1.00 X 0 0 0 ANN BOYNTON DIRECTOR 1.00 X 0 0 0 JOHN D CAPRETTA DIRECTOR 1.00 X 0 0 0 KIMBERLY CAREY DIRECTOR 1.00 X 0 0 0 JILL CARROLL DIRECTOR 1.00 X 0 0 0 YI-FEN CHEN DIRECTOR 1.00 X 0 0 0 CHERYL L DAMBERG DIRECTOR 1.00 X 0 0 0 ALAIN C ENTHOVEN DIRECTOR 1.00 X 0 0 0 JOHN FISHER DIRECTOR 1.00 X 0 0 0 HECTOR FLORES DIRECTOR 1.00 X 0 0 0 MICHELLE GASKILL-HAMES DIRECTOR (TO 05/24) 1.00 X 0 0 0 JEFF HERMOSILLO DIRECTOR 1.00 X 0 0 0 CHAD HINE DIRECTOR 1.00 X 0 0 0 STACEY HROUNTAS DIRECTOR (TO 11/24) 1.00 X 0 0 0 IFTIKHAR HUSSAIN DIRECTOR 1.00 X 0 0 0 RICK JACOBS DIRECTOR (TO 03/24) 1.00 X 0 0 0 DAVID JOYNER DIRECTOR 1.00 X 0 0 0 ANIL N KESWANI DIRECTOR 1.00 X 0 0 0 THEO KOURY DIRECTOR 1.00 X 0 0 0 PETER LONG DIRECTOR (TO 09/24) 1.00 X 0 0 0 JILL MARTIN DIRECTOR 1.00 X 0 0 0 DAVE MAST DIRECTOR 1.00 X 0 0 0 SABRA MATOVSKY DIRECTOR 1.00 X 0 0 0 BRIAN D MCBETH DIRECTOR 1.00 X 0 0 0 ARNOLD MILSTEIN DIRECTOR 1.00 X 0 0 0 DONALD B MOULDS DIRECTOR 1.00 X 0 0 0 KHANH NGUYEN DIRECTOR (TO 03/24) 1.00 X 0 0 0 SUSAN PON-GEE DIRECTOR 1.00 X 0 0 0 KRISHNA G RAMACHANDRAN DIRECTOR 1.00 X 0 0 0 MITU RAMGOPAL DIRECTOR 1.00 X 0 0 0 JAMES C ROBINSON DIRECTOR 1.00 X 0 0 0 RUSSELL RODRIGUEZ DIRECTOR 1.00 X 0 0 0 LINETTE SCOTT DIRECTOR 1.00 X 0 0 0 STEPHEN M SHORTELL DIRECTOR 1.00 X 0 0 0 ANDREA SNYDER DIRECTOR 1.00 X 0 0 0 ERIKA SPERBECK DIRECTOR (TO 03/24) 1.00 X 0 0 0 JULIE J SPRENGEL DIRECTOR 1.00 X 0 0 0 KRISTOF STREMIKIS DIRECTOR 1.00 X 0 0 0 CINDY C STRIEGEL DIRECTOR 1.00 X 0 0 0 SUSAN TONKIN DIRECTOR 1.00 X 0 0 0 CONRAD M VIAL DIRECTOR 1.00 X 0 0 0 ELIZABETH VILARDO DIRECTOR 1.00 X 0 0 0 MARY WATANABE DIRECTOR 1.00 X 0 0 0 PETER WELCH DIRECTOR 1.00 X 0 0 0 TAMMY WILCOX DIRECTOR (TO 05/24) 1.00 X 0 0 0 TOM WILLIAMS DIRECTOR 1.00 X 0 0 0 ASHBY WOLFE DIRECTOR 1.00 X 0 0 0 MATTHEW E WOODRUFF DIRECTOR 1.00 X 0 0 0 ABBIE YANT DIRECTOR (TO 09/24) 1.00 X 0 0 0 JEFFREY RIDEOUT PRESIDENT/CEO 40.00 X 597044 0 47673 JACQUELINE DARCY GENERAL MANAGER 40.00 X 331384 0 40661 DOLORES YANAGIHARA VP STRATEGIC INITIATIVES 40.00 X 325386 0 51840 MICHELLE LEWIS VP OF MARKETING AND BUSINESS 40.00 X 322033 0 64370 JENNIFER KELLAR VP FINANCE AND ADMIN 40.00 X 316633 0 43652 HELENA LYNN THOMPSON VP TALENT 40.00 X 303044 0 54146 2195524 0 302342 33 0 1 0 AVAILITY LLC PO BOX 844781 DALLAS TX 75284 DATA MANAGEMENT SERVICES 5614422 ONPOINT HEALTH DATA 12 MOUNTFORT STREET SUITE 201 PORTLAND ME 04101 DATA MANAGEMENT SERVICES 1847955 CMA PHYSICIANS SERVICES INC 1201 K STREET SUITE 800 SACRAMENTO CA 95814 TRAINING & TECHNICAL ASSISTANCE 1133100 APPLIED RESEARCH WORKS INC 39300 CIVIC CENTER SUITE 170 FREMONT CA 94538 DATA MANAGEMENT SERVICES 647500 COMMUNITY HEALTH CENTER NETWORK 101 CALLAN AVENUE SUITE 300 SAN LEANDRO CA 94577 TRAINING & TECHNICAL ASSISTANCE 543481 12 SYMPHONY PROGRAM FEES 900099 10280373 10280373 AMP PROGRAM FEES 900099 4446215 4446215 PROGRAMMATIC GRANT REVENUE 900099 4409584 4409584 OTHER NONGRANT REVENUE 900099 1982207 1982207 MEMBERSHIP DUES 900099 1401349 1401349 22519728 348593 348593 59286 39537 4547 19749 -4547 15202 15202 22883523 22519728 0 363795 644717 6463662 377226 815380 77009 180329 8475 510864 145128 9119 376463 226438 255450 37481 45278 CONTRACT EXPENSE 10964257 TRAINING DEVELOPMENT 112278 21249554 2543373 3043776 31373 25617 4699464 5631482 60561 81041 243966 213666 247981 30300 7854867 7851420 483420 272314 15921039 16935950 1342594 1789074 8999959 7989194 481074 295370 10823627 10073638 X 5097412 6862312 5097412 6862312 15921039 16935950 1633969 130931 0 X X 0 1 X 1 0 0 1 0 24366 12995 11371 219600 200671 18929 30300 LEASE LIABILITIES 295370 295370 X 23014454 130931 130931 22883523 0 22883523 21249554 0 21249554 0 21249554 PART X, LINE 2: UNDER APPLICABLE LAWS AND REGULATIONS, THE ASSOCIATION HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES AS AN ASSOCIATION DESCRIBED IN SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND THE RELATED CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THESE FINANCIAL STATEMENTS. THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ASSOCIATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ASSOCIATION. THE ASSOCIATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAVE MEASURED THE EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ASSOCIATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE ASSOCIATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. 1 X X X 0 0 0 JEFFREY RIDEOUT PRESIDENT/CEO 380497 0 216547 0 0 0 41400 0 6273 0 644717 0 0 0 MICHELLE LEWIS VP OF MARKETING AND BUSINESS 256475 0 65558 0 0 0 40197 0 24173 0 386403 0 0 0 DOLORES YANAGIHARA VP STRATEGIC INITIATIVES 249461 0 75925 0 0 0 40604 0 11236 0 377226 0 0 0 JACQUELINE DARCY GENERAL MANAGER 262021 0 69363 0 0 0 39924 0 737 0 372045 0 0 0 JENNIFER KELLAR VP FINANCE AND ADMIN 246426 0 70207 0 0 0 38132 0 5520 0 360285 0 0 0 HELENA LYNN THOMPSON VP TALENT 238044 0 65000 0 0 0 37413 0 16733 0 357190 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE COMPOSED OF THE PAST CHAIR, THE CHAIR, THE CHAIR-ELECT, THE SECRETARY, THE TREASURER, THE PRESIDENT AND CEO AND UP TO FOUR (4) DIRECTORS APPOINTED BY THE BOARD OF DIRECTORS. THIS COMMITTEE MAY SERVE IN A LIAISON CAPACITY WITH SIMILAR COMMITTEES OF OTHER PROFESSIONAL ORGANIZATIONS IN THE HEALTH FIELD. THE EXECUTIVE COMMITTEE SHALL HAVE THE FULL AUTHORITY TO DIRECT AND MANAGE THE AFFAIRS OF THE ASSOCIATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, PROVIDED THAT THE AUTHORITY OF THE EXECUTIVE COMMITTEE SHALL NOT EXTEND TO: FILLING ANY VACANCIES ON THE BOARD OF DIRECTORS, ON THE EXECUTIVE COMMITTEE, OR ON ANY OTHER COMMITTEE WHICH HAS THE AUTHORITY OF THE BOARD OF DIRECTORS; FIXING THE COMPENSATION, IF ANY, OF DIRECTORS FOR SERVING ON THE BOARD OF DIRECTORS OR ON ANY COMMITTEE; AMENDING OR REPEALING ANY RESOLUTION OF THE BOARD OF DIRECTORS WHICH, BY ITS EXPRESS TERMS, IS NOT SO AMENDABLE OR REPEALABLE; APPOINTING COMMITTEES OF THE BOARD OF DIRECTORS OR THE MEMBERS THEREOF; EXPENDING CORPORATE FUNDS TO SUPPORT A NOMINEE FOR DIRECTOR AFTER THERE ARE MORE PEOPLE NOMINATED FOR DIRECTOR THAN CAN BE ELECTED; OR APPROVING ANY SELF-DEALING TRANSACTION EXCEPT AS PROVIDED IN SECTION 5233(A) OF THE CALIFORNIA NONPROFIT CORPORATION LAW. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURNS ARE REVIEWED BY THE PRESIDENT/CEO AND THE VP, FINANCE & ADMINISTRATION. FORM 990, PART VI, SECTION B, LINE 12C ELIGIBILITY STATUS IS REVIEWED ON THE INDIVIDUALS REPRESENTING MEMBER ORGANIZATIONS ON THE IR RENEWAL DATES. INTEGRATED HEALTHCARE ASSOCIATION EXECUTIVE COMMITTEE REVIEWS ANY QUESTIONS THAT MAY ARISE REGARDING ELIGIBLITY IF CONFLICT OF INTEREST IS DETERMINED. THE COMMITTEE WOULD ASK FOR RESIGNATION OF THAT INDIVIDUAL AND REQUEST A REPLACEMENT FROM THE MEMBER ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO SALARY IS REVIEWED BY THE EXECUTIVE COMMITTEE MEMBERS AND RECOMMENDATIONS FOR SALARY ARE APPROVED BY THAT GOVERNING BODY. OTHER MEMBERS OF STAFF ARE REVIEWED BY IMMEDIATE SUPERVISORS. RECOMMENDATIONS ARE MADE BY SUPERVISOR. A COMPENSATION BENCHMARKING TOOL IS USED AS COMPARABILITY DATA WHEN DETERMINING SALARY FOR ALL MEMBERS. ANY BONUS MONIES PAID OUT ARE RELATED TO PERFORMANCE REVIEW AND A BUDGETED AMOUNT FOR THE DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 N/A FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.