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TIN:
SCHEDULE O
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is atwww.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Inspection
Name of the organization
WESTERN HEALTH ADVANTAGE
Employer identification number
68-0393304
68-0393304
| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1 | (I) OFFERING HEALTH BENEFIT COVERAGE TO THE GENERAL PUBLIC AND EMPLOYER GROUPS THROUGH MULTIPLE ACCESSIBLE CHANNELS; (II) SUPPORTING AND FURTHERING THE CHARITABLE, EDUCATIONAL AND/OR SOCIAL WELFARE PURPOSES OF THE CORPORATION'S MEMBERS THAT ARE TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OR SECTION 501(C)(4), INCLUDING BY MAKING GRANTS TO ITS MEMBERS IN FURTHERANCE OF SUCH PURPOSES; AND (III) ENGAGING IN ANY ACTIVITIES THAT ARE REASONABLY RELATED TO OR IN FURTHERANCE OF THE FOREGOING PURPOSES |
| FORM 990, PART III, LINE 4A | PUBLIC BENEFIT HEALTH COVERAGE HISTORY OF THE ORGANIZATION THE ORGANIZATION WAS FORMED IN 1995 BY ITS THREE CORPORATE MEMBERS, DIGNITY HEALTH, NORTHBAY HEALTHCARE GROUP, AND THE UNIVERSITY OF CALIFORNIA, DAVIS HEALTH SYSTEM (COLLECTIVELY "MEMBER HEALTH SYSTEMS"), ALL OF WHICH ARE TAX EXEMPT UNDER SECTION 501(C)(3). THE ORGANIZATION HAS OPERATED AS A HEALTH MAINTENANCE ORGANIZATION (HMO) SINCE 1997. SERVICE AREA THE ORGANIZATION'S ACTIVITY IS CONDUCTED WITHIN ITS LICENSED SERVICE AREA WHICH CONSISTS OF ALL OR PARTS OF NINE COUNTIES IN NORTHERN CALIFORNIA: SACRAMENTO, YOLO, PLACER, EL DORADO, SOLANO, COLUSA, MARIN, NAPA AND SONOMA. THE ADMINISTRATIVE ASPECTS OF THE ACTIVITY ARE CONDUCTED BY THE STAFF OF THE ORGANIZATION AT ITS HEADQUARTERS IN SACRAMENTO, CALIFORNIA. THE HEALTH BENEFITS PROVIDED THROUGH THE HEALTH COVERAGE CONTRACTS ISSUED BY THE ORGANIZATION ARE PROVIDED THROUGH THE PROVIDER NETWORK OF HOSPITALS, PHYSICIANS, CLINICS, THERAPISTS AND OTHER PROVIDERS THROUGHOUT THE ENTIRE SERVICE AREA. PROVIDER NETWORK THE ORGANIZATION'S MEDICAL SERVICES TO ITS ENROLLEES ARE PROVIDED THROUGH CONTRACTS WITH ITS MEMBER HEALTH SYSTEMS, WHICH, ALONG WITH SEVERAL UNAFFILIATED HOSPITALS AND PHYSICIAN GROUPS, FORM THE PROVIDER NETWORK FOR THE ORGANIZATION. THE MEMBER HEALTH SYSTEMS ARE WELL-RESPECTED ENTITIES IN THE ORGANIZATION'S GEOGRAPHIC REGIONS, WITH OVER NINE HOSPITAL FACILITIES AND NEARLY TWO THOUSAND AFFILIATED PHYSICIANS. ONE OF THE MEMBER HEALTH SYSTEMS IS THE ONLY ACADEMIC MEDICAL CENTER IN THE SACRAMENTO REGION, AND IS A GOVERNMENTAL ENTITY. THE ORGANIZATION IS CONNECTED WITH THE MEMBER HEALTH SYSTEMS AND THEY PROVIDE 75% OF MEDICAL SERVICES TO ITS ENROLLEES, WITH THE REMAINING 25% OF MEDICAL SERVICES BEING PROVIDED BY OTHER CONTRACTED PHYSICIAN GROUPS AND HOSPITALS. PRESCRIPTION DRUGS, BEHAVIORAL HEALTH, PEDIATRIC DENTAL AND VISION, AND CHIROPRACTIC/ACUPUNCTURE SERVICES ARE CONTRACTED OUT TO SPECIALTY ORGANIZATIONS. HEALTH COVERAGE PROMOTES SOCIAL WELFARE AS AN HMO, THE ORGANIZATION OPERATES EXCLUSIVELY FOR THE PROMOTION OF SOCIAL WELFARE BY PROMOTING THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY. ALTHOUGH THERE IS NO PRECISE DEFINITION OF THE TERM "SOCIAL WELFARE" FOR EXEMPT STATUS PURPOSES, THE TREASURY REGULATIONS PROVIDE THREE BASIC PRECEPTS: (1) SOCIAL WELFARE IS COMMENSURATE WITH THE "COMMON GOOD AND GENERAL WELFARE;" (2) SOCIAL WELFARE ALIGNS WITH "CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS; AND (3) THE PROMOTION OF SOCIAL WELFARE DOES NOT INCLUDE ACTIVITIES THAT PRIMARILY CONSTITUTE "CARRYING ON A BUSINESS WITH THE GENERAL PUBLIC IN A MANNER SIMILAR TO ORGANIZATIONS WHICH ARE OPERATED FOR PROFIT." THE ORGANIZATION PROMOTES THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY BY OFFERING HEALTH BENEFIT COVERAGE TO THE PUBLIC THROUGH MULTIPLE, EASILY ACCESSIBLE CHANNELS. THE ORGANIZATION SERVES INDIVIDUALS, FAMILIES AND SMALL EMPLOYER GROUPS, AND SOME LARGE EMPLOYER GROUPS, THE MAJORITY OF WHOM ARE THE EMPLOYEES AND DEPENDENTS OF THE MEMBER HEALTH SYSTEMS AND GOVERNMENTAL ENTITIES, INCLUDING THE UNIVERSITY OF CALIFORNIA, SEVERAL SCHOOL DISTRICTS AND CITIES, WATER DISTRICTS, FIRE DISTRICTS, CONSERVATION DISTRICTS AND OTHER SUCH GOVERNMENTAL ENTITIES. EMPLOYEES AND DEPENDENTS OF THE ORGANIZATION'S THREE MEMBER HEALTH SYSTEMS, WHICH ENGAGE IN TAX-EXEMPT AND CHARITABLE PURPOSES, COMPRISE 37% OF ALL OF THE ORGANIZATION'S ENROLLEES. GOVERNMENTAL ENTITIES' EMPLOYEES AND DEPENDENTS COMPRISE AN ADDITIONAL 13% OF ALL OF THE ORGANIZATION'S ENROLLEES. ALL ENROLLEES ARE ENTITLED TO RECEIVE THE FULL RANGE OF BENEFITS DEFINED BY THE STATE AND FEDERAL GOVERNMENT AS "BASIC HEALTH CARE SERVICES OR "ESSENTIAL HEALTH BENEFITS," RESPECTIVELY. THESE BENEFITS CONSIST OF PHYSICIAN VISITS, HOSPITALIZATION, AMBULATORY CARE SERVICES, DIAGNOSTIC LAB AND RADIOLOGICAL TESTING, PREVENTIVE CARE, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT, PRESCRIPTION DRUGS, HOME HEALTH SERVICES, AND EMERGENCY SERVICES, AND OTHER RELATED SERVICES. THE ORGANIZATION PROVIDES COVERAGE OF PREEXISTING CONDITIONS AND HIGH-RISK INDIVIDUALS WITHOUT A PRICE DIFFERENTIAL AND WITHOUT REGARD TO AGE (FOR INDIVIDUALS YOUNGER THAN 65), INCOME, OR EMPLOYMENT STATUS. PREMIUMS LOW IN ORDER TO MAKE ITS COVERAGE MORE AFFORDABLE FOR MEMBERS OF THE PUBLIC, INDIVIDUALS ENROLLED THROUGH COVERED CALIFORNIA AND THROUGH EMPLOYER GROUPS, THE ORGANIZATION STRIVES TO KEEP ITS PREMIUMS LOW COMPARED TO ITS FOR-PROFIT COMPETITORS. IT DOES THIS BY KEEPING BOTH PROFIT AND ADMINISTRATIVE EXPENSES LOW, WHILE EXCEEDING THE STATUTORY REQUIREMENTS FOR MEDICAL LOSS RATIOS. (BOTH STATE AND FEDERAL LAW REQUIRES HEALTH PLANS TO MAINTAIN AN 80% MEDICAL LOSS RATIO FOR THE INDIVIDUAL AND SMALL GROUP MARKETS AND AN 85% MEDICAL LOSS RATIO FOR THE LARGE GROUP MARKET.) OPEN TO ALL: NON-DISCRIMINATORY THE ORGANIZATION DOES NOT DECLINE COVERAGE TO ANY INDIVIDUAL OF THE PUBLIC BASED ON HEALTH CONDITION, NOR DOES THE ORGANIZATION DISCRIMINATE ON THE BASIS OF RACE, ETHNICITY, COUNTRY OF ORIGIN, SEX, GENDER, OR GENDER IDENTITY OR EXPRESSION. ALL MEMBERS OF THE PUBLIC MAY PURCHASE HEALTH COVERAGE FROM THE ORGANIZATION, WHICH BENEFITS THE COMMUNITY AS A WHOLE. MORE SPECIFICALLY, THE ORGANIZATION BENEFITS THE COMMUNITY AND PROMOTES SOCIAL WELFARE BY REASON OF (1) ENROLLMENT THAT IS OPEN TO INDIVIDUALS 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 INDIVIDUALS THE ORGANIZATION PROVIDES HEALTH BENEFIT COVERAGE FOR THE ENTIRE COMMUNITY, WHICH INCLUDES: (1) TO INDIVIDUALS WHO ENROLL DIRECTLY THROUGH THE ORGANIZATION, (2) TO INDIVIDUALS WHO ENROLL THROUGH THE CALIFORNIA HEALTH BENEFITS EXCHANGE, KNOWN AS COVERED CALIFORNIA, (3) TO INDIVIDUALS WHO ENROLL THROUGH CONTRACTED EMPLOYER GROUPS AND (4) TO INDIVIDUALS WHO ENROLL THROUGH THE COVERED CALIFORNIA SMALL GROUP HEALTH OPTIONS PROGRAM, KNOWN AS "SHOP." THE ORGANIZATION PROVIDES CONTINUOUS FULL-YEAR OPEN ENROLLMENT FOR NEW SMALL BUSINESS GROUPS. COVERED CALIFORNIA IS ESPECIALLY IMPORTANT TO THE ORGANIZATION BECAUSE IT IS THE ONLY CHANNEL FOR INDIVIDUALS TO GET COVERAGE WITH THE ORGANIZATION AND TAKE ADVANTAGE OF THE ADVANCE PREMIUM TAX CREDIT PROGRAM THROUGH THE FEDERAL GOVERNMENT. MARKETING THE ORGANIZATION'S COMMITMENT TO ENSURING THAT HEALTH COVERAGE IS AVAILABLE TO THE ENTIRE COMMUNITY IS SHOWN BY ITS MARKETING/COMMUNITY RELATIONS BUDGET AND MARKETING MATERIALS. THE ORGANIZATION IS HEAVILY FOCUSED ON EXPANDING ITS HEALTH CARE OFFERINGS IN THE INDIVIDUAL MARKET. SUBSTANTIALLY ALL OF THE ORGANIZATION'S MARKETING BUDGET AND MARKETING PERSONNEL ARE DEVOTED TO PROMOTING COVERAGE THROUGH COVERED CALIFORNIA AND OTHER OFFERINGS OF INDIVIDUAL COVERAGE. THIS COMMITMENT TO EXPANDING INDIVIDUAL COVERAGE AND ENSURING HEALTH CARE COVERAGE AVAILABLE TO THE ENTIRE COMMUNITY WILL BE CONTINUED BY THE ORGANIZATION. THE ORGANIZATION EXPECTS ITS MARKETING ACTIVITIES TO RESULT IN SIGNIFICANT GROWTH IN THE CATEGORIES OF INDIVIDUAL (INCLUDING COVERED CALIFORNIA) AND SMALL GROUP IN THE COMING YEARS. THE ORGANIZATION COMMUNICATES WITH ITS MEMBERS AND PROVIDERS THROUGH QUARTERLY PRINTED PUBLICATIONS. ADVANTAGE MAGAZINE IS A QUARTERLY MAGAZINE AIMED AT PROMOTING HEALTHY LIFESTYLES AND ASSISTING MEMBERS TO TAKE ADVANTAGE OF THEIR HEALTH BENEFITS COVERAGE. PROVIDER INSIDER IS AN INFORMATIONAL MAGAZINE FOR PROVIDERS ALSO SENT EVERY THREE MONTHS. THE ORGANIZATION'S MARKETING ACTIVITIES WILL HAVE A SIGNIFICANT FOCUS ON BUILDING THE ORGANIZATION'S BRAND AND ENCOURAGING INDIVIDUALS TO SELECT THE ORGANIZATION FROM AMONG THEIR CHOICES FOR HEALTH CARE COVERAGE. FOR THE PAST OPEN ENROLLMENT PERIOD FOR INDIVIDUALS AND COVERED CALIFORNIA (FALL - WINTER 2014-15), THE ORGANIZATION DEVELOPED AN OPEN ENROLLMENT PLAN, RETENTION PLAN AND A SPECIAL ENROLLMENT PLAN FOR ITS COVERED CALIFORNIA PARTICIPATION, AND ITS OPERATIONS INCLUDE A UNIT SPECIFICALLY FOCUSED ON INDIVIDUAL ENROLLEES AND PERSONNEL DEDICATED TO SUCCESS IN COVERED CALIFORNIA. SERVICE OF LOW INCOME, HIGH RISK, MEDICALLY UNDERSERVED & ELDERLY PERSONS AS MENTIONED ABOVE, THE ORGANIZATION'S ACTIVITY IS CONDUCTED WITHIN ITS LICENSED SERVICE AREA WHICH CONSISTS OF NINE COUNTIES IN NORTHERN CALIFORNIA: SACRAMENTO, YOLO, PLACER, EL DORADO, SOLANO, COLUSA, MARIN, NAPA AND SONOMA COUNTIES. OF SIGNIFICANCE, THE ORGANIZATION'S SERVICE AREA INCLUDES A NUMBER OF COUNTIES THAT HAVE A SIGNIFICANT NUMBER OF UNINSURED INDIVIDUALS. THE SOCIAL WELFARE PURPOSE OF THE ORGANIZATION IS DEMONSTRATED BY THE FACT THAT IT OPERATES IN A SERVICE AREA THAT INCLUDES MEDICALLY UNDERSERVED, LOW INCOME, RURAL AND HIGH RISK PERSONS. |
| FORM 990, PART III, LINE 4A | THE ORGANIZATION'S SERVICE AREA INCLUDES BOTH MEDICALLY UNDERSERVED POPULATIONS ("MUPS") AND MEDICALLY UNDERSERVED AREAS ("MUAS"). MUAS AND MUPS ARE AREAS OR POPULATIONS DESIGNATED BY THE FEDERAL HEALTH RESOURCES AND SERVICES ADMINISTRATION ("HRSA") AS HAVING TOO FEW PRIMARY CARE PROVIDERS, HIGH INFANT MORTALITY, HIGH POVERTY AND/OR A HIGH ELDERLY POPULATION. OF NOTE, THE BULK OF YOLO COUNTY IS DESIGNATED A MUA. PARTS OF SOLANO AND SACRAMENTO COUNTIES ARE DESIGNATED AS MUAS AND THE MAJORITY OF NAPA AND MARIN COUNTIES ARE DESIGNATED AS MUPS. OTHER PORTIONS OF THE ORGANIZATION'S SERVICE AREA ARE ALSO DESIGNATED AS A MUA AND/OR MUP. PORTIONS OF THE ORGANIZATION'S SERVICE AREA ARE DESIGNATED AS HAVING A SHORTAGE OF PRIMARY CARE PHYSICIANS ("PCPHPSAS") , MENTAL HEALTH ("MHPSAS"), AND REGISTERED NURSE ("RNSAS") PROVIDERS. OF NOTE, THE MAJORITY OF EL DORADO, PLACER, AND SACRAMENTO COUNTIES ARE DESIGNATED PCPHPSAS; YOLO COUNTY IS DESIGNATED A MHHPSA VIA A POPULATION DESIGNATION AND ALL OF COLUSA AND EL DORADO AND PARTS OF SOLANO COUNTIES ARE DESIGNATED VIA A GEOGRAPHIC DESIGNATION; AND THE ENTIRETY OF SACRAMENTO COUNTY IS AN RNSA. ALL OF THE COUNTIES WITHIN THE ORGANIZATION'S SERVICE AREA HAVE POPULATIONS BELOW THE POVERTY LEVEL. OF NOTE, THERE ARE LARGE PERCENTAGES OF CHILDREN AGES 0 TO 17 LIVING BELOW THE POVERTY LEVEL IN COLUSA (25.2%) AND SACRAMENTO COUNTIES (23.1%). THE ORGANIZATION'S SERVICE AREA CONTAINS A NUMBER OF COUNTIES THAT HAVE A HIGH PERCENTAGE OF UNINSURED INDIVIDUALS AND FAMILIES. OF NOTE, NAPA, SACRAMENTO, SOLANO, SONOMA, AND YOLO COUNTIES HAVE ESTIMATED UNINSURED RATES OF GREATER THAN 15%. EL DORADO, MARIN, AND PLACER COUNTIES HAVE UNINSURED RATES GREATER THAN 10% AND COLUSA HAS AN ESTIMATED UNINSURED RATE OF GREATER THAN 23%. ON AVERAGE, THE PERCENTAGE OF PERSONS UNINSURED IN THE ORGANIZATION'S SERVICE AREA SIGNIFICANTLY EXCEEDS THAT OF THE STATE OF CALIFORNIA AND THE NATION. THE ORGANIZATION PROVIDES COVERAGE TO A SIGNIFICANT NUMBER OF INDIVIDUALS WHO CHILDREN (18%) AND ELDERLY AGED 55 YEARS OR OLDER (18%). THE PLAN'S SERVICE AREA INCLUDES SEVERAL COUNTIES THAT HAVE POPULATIONS WITH HIGH PERCENTAGES OF FAIR OR POOR HEALTH OUTCOMES. FOR EXAMPLE, 10.3% OF SOLANO COUNTY CHILDREN AGES 0 TO 17 HAVE FAIR OR POOR HEALTH. IN SACRAMENTO COUNTY, 29% OF ADULTS AGES 65 AND OLDER HAVE FAIR OR POOR HEALTH. ADDITIONALLY, NEARLY ALL OF THE ORGANIZATION'S SERVICE AREA COUNTIES HAVE HIGH PERCENTAGES OF FAIR OR POOR HEALTH FOR ADULTS AGES 18 TO 64. THE PRESENCE OF THE ORGANIZATION IN THE ABOVE NOTED AREAS GIVES THE PUBLIC THE ABILITY TO ACCESS A BROAD PHYSICIAN AND HOSPITAL NETWORK (INCLUDING AN ACADEMIC MEDICAL CENTER AND ITS AFFILIATED MEDICAL GROUP) BY ENROLLING IN THE ORGANIZATION'S HEALTH BENEFIT PLANS, WHICH ARE OFTEN PRICED AT A LOWER PRICE POINT THAN THE FOR-PROFIT COMPETITION. AS REQUIRED BY THE AFFORDABLE CARE ACT ("ACA") AND STATE LAW EQUIVALENTS, THE ORGANIZATION ACCEPTS ALL INDIVIDUALS FOR ENROLLMENT, REGARDLESS OF HEALTH STATUS. THE ORGANIZATION IS ONE OF ONLY TEN INDIVIDUAL/FAMILY HEALTH BENEFIT PLANS OFFERED THROUGH THE STATE-BASED HEALTH INSURANCE MARKETPLACE, OR HEALTH INSURANCE EXCHANGE, ESTABLISHED UNDER ACA AND KNOWN AS COVERED CALIFORNIA, AND ONE OF ONLY FIVE HEALTH BENEFIT PLANS OFFERED THROUGH THE COVERED CALIFORNIA SHOP. IN THAT ROLE, THE ORGANIZATION PROVIDES HEALTH BENEFIT COVERAGE TO ALL INDIVIDUALS WHO SELECT THE ORGANIZATION THROUGH COVERED CALIFORNIA, INCLUDING THOSE LOW INCOME INDIVIDUAL ENROLLEES WHO ARE ELIGIBLE FOR PREMIUM SUBSIDIES (ADVANCED PREMIUM TAX CREDITS, OR APTC) AND COST-SHARING SUBSIDIES THROUGH THE FEDERAL GOVERNMENT. COVERED CALIFORNIA IS ESPECIALLY IMPORTANT TO THE ORGANIZATION'S FUTURE PLANS BECAUSE IT IS THE ONLY CHANNEL FOR INDIVIDUALS TO TAKE ADVANTAGE OF THE APTC PROGRAM. FORTY-FIVE PERCENT OF THE ORGANIZATION'S INDIVIDUAL ENROLLEES RECEIVE APTC. ESSENTIAL HEALTH BENEFITS AS REQUIRED BY THE ACA, ORGANIZATION PROVIDES 10 ESSENTIAL HEALTH BENEFITS IN INDIVIDUAL AND SMALL GROUP PLANS OFFERED TO THE COMMUNITY. THESE ARE: 1) AMBULATORY PATIENT SERVICES (OUTPATIENT CARE YOU GET WITHOUT BEING ADMITTED TO A HOSPITAL); 2) EMERGENCY SERVICES; 3) HOSPITALIZATION (SUCH AS SURGERY); 4) PREGNANCY, MATERNITY AND NEWBORN CARE (CARE BEFORE AND AFTER A BABY IS BORN); 5) MENTAL HEALTH AND SUBSTANCE USE DISORDER SERVICES, INCLUDING BEHAVIORAL HEALTH TREATMENT (THIS INCLUDES COUNSELING AND PSYCHOTHERAPY); 6) PRESCRIPTION DRUGS; 7) REHABILITATIVE AND HABILITATIVE SERVICES AND DEVICES (SERVICES AND DEVICES TO HELP PEOPLE WITH INJURIES, DISABILITIES OR CHRONIC CONDITIONS GAIN OR RECOVER MENTAL AND PHYSICAL SKILLS); 8) LABORATORY SERVICES; 9) PREVENTIVE AND WELLNESS SERVICES AND CHRONIC DISEASE MANAGEMENT SERVICES; AND 10) PEDIATRIC SERVICES, INCLUDING DENTAL AND VISION CARE. |
| FORM 990, PART III, LINE 4A | WHA WELLNESS PROGRAMS WELLNESS PROGRAMS FOR EMPLOYERS WHA PROVIDES WELLNESS RESOURCES AND SUPPORT FOR INDIVIDUAL AND EMPLOYER/BROKER-DRIVEN WELLNESS INITIATIVES, WHOSE OVERALL GOAL IS TO REDUCE HEALTHCARE COSTS FOR SOCIETY. WHA'S WELLNESS MANAGER WORKS CLOSELY WITH LARGE EMPLOYER GROUPS, PARTICULARLY MUNICIPALITIES AND SCHOOL DISTRICTS, TO HELP DEVELOP WELLNESS PROGRAMS DESIGNED TO IMPROVE THE HEALTH OF WHA'S MEMBERS. WHA'S WELLNESS MANAGER ALSO WORKS WITH SMALL COMPANIES WHEN THEY REQUEST WELLNESS PRESENTATIONS. PROGRAMS ARE TAILORED TO EACH EMPLOYER GROUP'S NEEDS, WITH AN EMPHASIS ON MODIFYING HEALTH BEHAVIOR, PREVENTING ILLNESS, AND FACILITATING ACCESS TO HEALTH RESOURCES. THIS IS DONE BY CONDUCTING EDUCATIONAL SEMINARS, GETTING INVOLVED IN EMPLOYER-SPONSORED WELLNESS CAMPAIGNS AND CHALLENGES, PROMOTING ONLINE WELLNESS RESOURCES, AND PARTICIPATING IN HEALTH FAIRS. WELLNESS PROGRAMS FOR INDIVIDUALS OUR ONLINE WELLNESS PROGRAM REACHES INDIVIDUALS BY OFFERING HEALTH ASSESSMENTS AND TRACKING TOOLS. THE MAIN PURPOSE OF OUR WELLNESS PROGRAM IS TO EDUCATE OUR MEMBERS ON HEALTHY LIVING AND PUT THEM IN TOUCH WITH TOOLS AND RESOURCES THAT WILL HELP THEM TO IMPROVE THEIR HEALTH. MEMBERS CAN ACCESS HEALTH RESOURCES THROUGH THE WESTERN HEALTH ADVANTAGE WEBSITE. WELLNESS PROGRAMS FOR THE COMMUNITY WHA'S WELLNESS INITIATIVES REACH BEYOND WHA'S BASE OF APPROXIMATELY 117,000 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'S WELLNESS MANAGER APPEARS REGULARLY IN MEDIA-DRIVEN CAMPAIGNS, INCLUDING GIVING INTERVIEWS ON LOCAL TELEVISION NEWS PROGRAMS SEEN THROUGHOUT NORTHERN CALIFORNIA, PROMOTING HEALTHY EATING AND ACTIVITY. THUS WHA'S WELLNESS INITIATIVES REACH POTENTIALLY MILLIONS OF PEOPLE IN THE NORTHERN CALIFORNIA REGION. WHAFIT WHAFIT IS WHA'S OWN HEALTH AND WELLNESS PROGRAM, FORMED IN 2013, TO PROMOTE THE HEALTH AND WELL-BEING OF WHA'S APPROXIMATELY 170 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. THERE IS AN INTERNAL WELLNESS PROGRAM COORDINATOR WHO IS AVAILABLE TO EMPLOYEES FOR CONSULTATION. THE WHAFIT COMMITTEE IS MADE UP OF 11 EMPLOYEES, WITH WHA'S CHIEF MEDICAL OFFICER AND HUMAN RESOURCES DIRECTOR SERVING AS COMMITTEE ADVISORS. THE WHAFIT COMMITTEE SERVES AS CHAMPIONS TO PROMOTE HEALTH AND WELLNESS WITHIN THE ORGANIZATION. HEALTH AND WELLNESS ACTIVITIES ARE BASED ON INPUT SOLICITED FROM EMPLOYEES AND OUTLINE WAYS TO ENCOURAGE HEALTHY EATING, PHYSICAL ACTIVITY AND OTHER ELEMENTS OF A HEALTHY LIFESTYLE. EMPLOYEES PARTICIPATE AS INDIVIDUALS AND AS TEAMS IN WHAFIT. ALTERNATE ACTIVITIES ARE PROVIDED FOR THOSE WITH LIMITED MOBILITY OR OTHER RESTRICTIONS, MAKING THIS PROGRAM VERY INCLUSIVE. THERE ARE 10 WHAFIT TEAMS. EACH TEAM HAS A WHAFIT COMMITTEE MEMBER ADVISING AND PROVIDING RESOURCES. TEAM CAPTAINS ARE MEMBERS OF THE WHAFIT COMMITTEE AND THE TEAMS ARE DRAWN RANDOMLY. INDIVIDUALS EARN POINTS WHICH CAN BE EXCHANGED FOR INDIVIDUAL PRIZES AT THE END OF THE QUARTER. THERE ARE MANY INITIATIVES STARTED BY WHAFIT. AMONG THEM IS A WALKING PROGRAM, WHICH IS PROMOTED ON WHA'S INTRANET AND ON FLYERS POSTED IN BREAK ROOMS. ALL EMPLOYEES ARE WELCOMED TO WALK EACH DAY FOR 15 MINUTES AT EITHER 10 A.M. OR 3:30 P.M. SENIOR MANAGEMENT EVEN PROMOTES CONDUCTING BUSINESS MEETINGS WHILE WALKING. WHA HAS WALKING MAPS AND BIKING MAPS AVAILABLE TO WHAFIT PARTICIPANTS. THESE MAPS ARE POSTED ON WHA'S INTRANET. IN FACT, ALL WHAFIT TOOLS AND RESOURCES ARE POSTED AND PROMOTED ON THE INTRANET. FURTHER, THE WHAFIT COMMITTEE COORDINATES QUARTERLY HEALTH AND WELLNESS LUNCHTIME SEMINARS. THE WHAFIT COMMITTEE COORDINATES WALKING, RUNNING AND BIKING TEAMS. WHA HAS SHOWERS FOR EMPLOYEES WHO EXERCISE DURING WORK HOURS OR COMMUTE VIA BIKE. WHA ALSO ENCOURAGES EMPLOYEES TO TAKE STRETCH BREAKS OR PARTICIPATE IN OTHER PHYSICAL ACTIVITIES DURING THE DAY. FOR EXAMPLE, THE WHAFIT COMMITTEE PURCHASED STRETCH BANDS FOR ALL WHA EMPLOYEES AND CREATED/DISTRIBUTED A FLYER THAT DEMONSTRATES FIVE SIMPLE WORKOUT MOVES TO USE WITH THE BANDS. ADDITIONALLY, WHA HAS CASUAL DRESS ON MONDAYS AND FRIDAYS, ENCOURAGING STAFF TO EXERCISE ON THOSE DAYS DURING BREAKS OR AT LUNCHTIME. PARTICIPANTS WERE ALSO GIVE A FITNESS T-SHIRT AT THE ONSET OF OUR WHAFIT PROGRAM TO ENCOURAGE EXERCISING AND THEREFORE BETTER HEALTH IN THE COMMUNITY. WHA ALSO OFFERS AND PROMOTES VARIOUS ONSITE OR OFFSITE PHYSICAL ACTIVITY CLASSES (E.G., AEROBICS, YOGA). WHA ALSO OFFERS SEVERELY DISCOUNTED MEMBERSHIP RATES TO CALIFORNIA FAMILY FITNESS CLUBS, AND OTHER GYMS, TO EMPLOYEES AND THEIR FAMILIES. WHA ALSO PROMOTES GOOD NUTRITION AMONG ITS EMPLOYEES, WITH HEALTHY FOOD OPTIONS AVAILABLE IN VENDING MACHINES AND AT ONSITE WORK GATHERINGS. WHA OFFERS A HEALTHY BREAKFAST OF INSTANT OATMEAL TO ALL EMPLOYEES AT NO COST TO THEM, AND HAS A BLENDING MACHINE FOR MAKING HEALTHY SMOOTHIES IN EVERY EMPLOYEE KITCHEN. FINALLY, WHAFIT OFFERS EMPLOYEES ANNUAL HEALTH RISK ASSESSMENTS. WHA EMPLOYEES, AS PART OF THEIR HEALTH INSURANCE COVERAGE WITH WHA, HAVE FREE ACCESS TO WELLNESS ONLINE TOOLS, SUCH AS A PERSONAL HEALTH ASSESSMENT, CUSTOMIZED MEAL AND EXERCISE PLANS, HEALTH TRACKERS, SELF-GUIDED ONLINE COACHING MODULES AND MUCH MORE. WHAFIT MEMBERS RECEIVE BONUS POINTS FOR MAKING A WELL VISIT APPOINTMENT AND COMPLETING A HEALTH ASSESSMENT. WHA AND THE AMERICAN HEART ASSOCIATION ADDITIONALLY, WHA'S WELLNESS MANAGER LEADS A COORDINATED "FIT-FRIENDLY" WELLNESS PROGRAM WITH THE AMERICAN HEART ASSOCIATION (AHA), WHICH BRINGS THE AHA'S VAST RESOURCES ON HEART-HEALTHY LIVING TO MANY WORKSITES IN THE REGION. FREE TOOLS PROVIDED THROUGH FIT-FRIENDLY INCLUDE A WALKING PROGRAM, ACTIVITY TRACKER, HEALTHY EATING SOLUTIONS, AND A QUARTERLY WORKSITE-WELLNESS E-NEWSLETTER. 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. |
| FORM 990, PART III, LINE 4B | COMMUNITY OUTREACH AND SUPPORT THE ORGANIZATION SUPPORTS MEMBER HEALTH SYSTEMS' MISSIONS THROUGH CHARITABLE GRANTS. THE ORGANIZATION PROVIDES BENEFITS TO THE COMMUNITY BEYOND HEALTH CARE BENEFITS THROUGH FUNDING PROGRAMS FOR THE PROMOTION OF HEALTH AND OTHER CHARITABLE PURPOSES, INCLUDING SUPPORT FOR THE CHARITABLE ACTIVITIES OF THE MEMBER HEALTH SYSTEMS. FOR FISCAL YEAR 2014-2015, THE ORGANIZATION BUDGETED $975,000 (OVER 20 PERCENT OF ITS NET INCOME) TO SUPPORT CHARITABLE PROGRAMS WHICH BENEFIT THE COMMUNITY SERVED BY THE ORGANIZATION, INCLUDING: (1) A $100,000 GRANT TO THE AMERICAN HEART ASSOCIATION FOR A COMMUNITY HEALTH AWARENESS PROGRAM, (2) A $100,000 GRANT TO THE CROCKER ART MUSEUM FOR OUTREACH AND EDUCATION PROGRAMS, AND (3) SPONSORSHIP OF HEALTHY KIDS DAY, WHICH IS INTENDED TO INCREASE AWARENESS OF HEALTHY LIFESTYLES FOR CHILDREN AND OFFERS FREE HEALTH, DENTAL AND VISION SCREENING FOR CHILDREN, AND FREE FLU SHOTS FOR MEMBERS OF ALL AGES. THE APPROVED 2015-16 BUDGET INCLUDES OVER $1,250,000 IN COMMUNITY GRANTS AND SUPPORT, WHICH REPRESENTS APPROXIMATELY ONE-HALF OF THE PROJECTED NET INCOME FOR THE PERIOD. WHA SUPPORTS LOCAL COMMUNITIES BENEFITTING THE COMMUNITY IS AT THE CORE OF WHA'S BEING AND SO WE SUPPORT THE COMMUNITIES WHERE WE LIVE AND WORK. WHA HAS BEEN CONNECTING OUR SERVICES WITH THE NEEDS OF AREA RESIDENTS FOR MANY YEARS AND FOR ONE REASON - TO KEEP THEM, THEIR FAMILY, AND THEIR NEIGHBORS HEALTHY. IT IS OUR SINGULAR MISSION, AND BY WORKING TOGETHER, WE CAN CONTINUE TO MAKE OUR COMMUNITY A HEALTHIER PLACE TO LIVE, NOW AND INTO THE FUTURE. OUR MISSION CONTINUES TO BE TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. AS A RESULT OF WHA'S ENGAGEMENT IN THE COMMUNITY, THOUSANDS OF INDIVIDUALS HAVE ACCESS TO KNOWLEDGE TO MAKE POSITIVE HEALTH AND WELLNESS CHOICES. WHA STRIVES TO STRENGTHEN THE FABRIC OF NEIGHBORHOODS AND IMPROVE AND ENRICH THE LIVES OF COMMUNITY MEMBERS BY SUPPORTING WORTHY LOCAL ORGANIZATIONS. AS A LOCAL ORGANIZATION, ALMOST ALL OF OUR ECONOMIC IMPACT IS FELT IN THE GREATER SACRAMENTO AREA, FROM SALARIES TO PURCHASING TO CHARITABLE GIVING. THROUGH THE SUPPORT WHA PROVIDES TO VARIOUS LOCAL ORGANIZATIONS, WHA HAS CREATED TIES THAT WILL NEVER BE BROKEN. WHA REACHES OUT TO THE ENTIRE COMMUNITY WITH THE NUMEROUS PROGRAMS IT HAS DEVELOPED TO EDUCATE AND TO PREVENT ILLNESS - IN PEOPLE'S OWN HOMES AND IN THE COMMUNITIES IN WHICH THEY LIVE, WORK, AND ENJOY THEIR LIVES. WHA SUPPORTS PROGRAMS OR ACTIVITIES THAT PROVIDE TREATMENT AND/OR PROMOTE HEALTH AND HEALING AS A RESPONSE TO IDENTIFIED COMMUNITY NEEDS. THESE PROGRAMS: * RESPOND TO NEEDS OF SPECIAL GROUPS, SUCH AS PERSONS LIVING IN POVERTY * SUPPLY SERVICES THAT WOULD LIKELY BE DISCONTINUED OR WOULD NEED TO BE PROVIDED BY ANOTHER ORGANIZATION IF THE DECISION WAS MADE PURELY ON A FINANCIAL BASIS * RESPOND TO PUBLIC HEALTH NEEDS * INVOLVE EDUCATION OR RESEARCH THAT IMPROVES THE OVERALL COMMUNITY HEALTH * OFTEN ARE IDENTIFIED BY THE COMMUNITY NEEDS ASSESSMENTS OF THE MEMBER HEALTH SYSTEMS |
| FORM 990, PART III, LINE 4B | WHA IN THE COMMUNITY SUPPORTING THE COMMUNITIES WHERE WE LIVE AND WORK HAS LONG BEEN ONE OF WHA'S CORE VALUES. AS A LOCAL COMPANY, ALMOST ALL OF OUR ECONOMIC IMPACT IS FELT IN NORTHERN CALIFORNIA, FROM SALARIES TO PURCHASING TO CHARITABLE GIVING AND VOLUNTEERISM. IT IS OUR MISSION TO STRENGTHEN THE FABRIC OF NEIGHBORHOODS, AND IMPROVE AND ENRICH THE LIVES OF COMMUNITY MEMBERS BY SUPPORTING LOCAL ORGANIZATIONS. IN PARTICULAR, WHA IS COMMITTED TO THE FOLLOWING ACTIVITIES: HEALTH AND WELLNESS NUTRITION, HEALTHY FAMILIES AND WELL-BEING ARE ALL CENTRAL TO OUR MISSION. ARTS A HEALTHY COMMUNITY NOURISHES THE BODY, MIND AND SOUL. LOCAL SAFETY NET SUPPORT FOR THE MOST VULNERABLE, AT-RISK MEMBERS OF OUR COMMUNITY REINFORCES OUR COMMITMENT TO IMPROVING THE REGION. CIVIC LEADERSHIP AS A LOCAL COMPANY, WE HAVE A VESTED INTEREST IN BUILDING THE CAPACITY OF OUR COMMUNITY. COMMUNITY RELATIONS THE PURPOSE OF WHA'S COMMUNITY RELATIONS DEPARTMENT IS TO CONNECT WITH THE COMMUNITY VIA ONE-ON-ONE INTERACTIONS. COMMUNITY RELATIONS IS THE "FACE OF WHA" IN THE COMMUNITY, REPRESENTING WHA'S MISSION AND VALUES. BECAUSE WHA IS A PARTNER TO THE COMMUNITIES WE SERVE, THE COMMUNITIES THEN PERCEIVE WHA AS A PART OF THE NEIGHBORHOOD AND THERE IS MUTUAL SUPPORT FOR EVERYONE'S BENEFIT. COMMUNITY RELATIONS ALSO DEVELOPS AND IMPLEMENTS OUTREACH PROGRAMS, INCLUDING SOCIAL AND COMMUNITY AWARENESS INCENTIVES. EACH YEAR, WHA PROVIDES FINANCIAL ASSISTANCE FOR A VARIETY OF CULTURAL AND COMMUNITY EVENTS, AS WELL AS HEALTH AND HUMAN SERVICES ORGANIZATIONS. EVENTS * RUN TO FEED THE HUNGRY - WHA IS THE TITLE SPONSOR FOR THIS EVENT IN 2015. SACRAMENTO'S RUN TO FEED THE HUNGRY IS THE LARGEST THANKSGIVING DAY RACE IN THE COUNTRY, WITH ABOUT 30,000 PARTICIPANTS. PROCEEDS FROM THE RACE PROVIDE 20 PERCENT OF THE ANNUAL OPERATING BUDGET FOR THE SACRAMENTO FOOD BANK AND FAMILY SERVICES. WHA'S SPONSORSHIP OF THE EVENT MAKES A HUGE IMPACT IN OUR COMMUNITY. BESIDES BEING A SPONSOR OF THIS EVENT, WHA SPONSORS A COMPANY TEAM AND ENCOURAGES ALL EMPLOYEES TO PARTICIPATE. THE RUN TO FEED THE HUNGRY IS A GREAT WAY TO PROMOTE HEALTH AND WELLNESS IN THE WORKPLACE. * GO RED FOR WOMEN WEAR RED DAY IN FEBRUARY * AHA: START WALKING DAY * AHA: HEART WALK: THE HEART WALK IS THE AMERICAN HEART ASSOCIATION'S PREMIERE EVENT FOR RAISING FUNDS TO SAVE LIVES FROM THIS COUNTRY'S NO. 1 AND NO. 5 KILLERS - HEART DISEASE AND STROKE. DESIGNED TO PROMOTE PHYSICAL ACTIVITY AND HEART-HEALTHY LIVING, THE HEART WALK CREATES AN ENVIRONMENT THAT'S FUN AND REWARDING FOR THE ENTIRE FAMILY. BESIDES BEING A SPONSOR OF THIS EVENT, WHA SPONSORS A COMPANY TEAM AND ENCOURAGES ALL EMPLOYEES TO PARTICIPATE. THE HEART WALK IS A GREAT WAY TO PROMOTE HEALTH AND WELLNESS IN THE WORKPLACE. * AHA: GO RED FOR WOMEN LUNCHEON * COATS FOR KIDS * MARCH OF DIMES FUNDRAISER * WEAVE: WALK A MILE IN HER SHOES * BRING YOUR KIDS TO WORK DAY * KOMEN: WALK FOR THE CURE * BREATHE CALIFORNIA: BIKE TREK * SACRAMENTO PRIDE * WOMEN'S EMPOWERMENT * HEALTHIEST EMPLOYER LUNCHEON * EASTER SEALS DAFFODIL DAYS * WAYUP SACRAMENTO: COMMUNITY GARDEN * RIVER CATS * SACRAMENTO REPUBLIC FC ORGANIZATIONS SUPPORTED WITH GRANTS * SACRAMENTO BALLET, $50,000 * PASCO HR CONFERENCE * SOIL BORN FARMS - URBAN FARMING AND FOOD EDUCATION, $25,000 ANNUAL CAPITAL CONTRIBUTION FOR OUTDOOR TEACHING KITCHEN HEALTH FAIRS WHA PROMOTES HEALTH FAIRS IN THE REGION (SEE LIST BELOW), TO PROVIDE AND/OR PROMOTE THE AVAILABILITY OF SERVICES, SUCH AS CHOLESTEROL AND BLOOD-PRESSURE SCREENING, COOKING, WEIGHT-LOSS, EXERCISE AND SMOKING-CESSATION PROGRAMS. THESE PROGRAMS AND SERVICES WORK TO NOURISH MIND, BODY AND SPIRIT - THE TOTAL HEALTH OF COMMUNITY MEMBERS. * ELK GROVE UNIFIED SCHOOL DISTRICT * SAN JUAN UNIFIED SCHOOL DISTRICT * COUNTY OF SACRAMENTO OE FAIR * HEALTHY KIDS DAY HOSTED BY SACRAMENTO COVERED |
| FORM 990, PART III, LINE 4B | 1. WHA SUPPORT OF CHAMBERS OF COMMERCE WHA STRONGLY SUPPORTS MANY OF THE LOCAL CHAMBERS OF COMMERCE IN OUR EIGHT-COUNTY SERVICE AREA BECAUSE THAT IS ONE WAY TO REACH SMALL AND LARGE EMPLOYERS AND MAKE THEM AWARE OF WHA HEALTH COVERAGE THAT MIGHT BE OPTIMAL FOR THEIR EMPLOYEES. WHA JOINS AND ACTIVELY PARTICIPATES IN THESE LOCAL CHAMBERS - INCLUDING BY SPONSORING CHAMBER EVENTS - TO KEEP ON TOP OF IMPORTANT, EVER-CHANGING ISSUES AND TRENDS WITHIN THOSE COMMUNITIES. BY NETWORKING VIA THESE CHAMBER MEMBERSHIPS, WHA SHOWS THAT OUR ORGANIZATION IS TRUSTWORTHY, INVOLVED IN THE COMMUNITY AND IS AN ACTIVE COMMUNITY LEADER. WHA PROMOTES LOCAL BUSINESSES AND THE COMMUNITY AT LARGE THROUGH PARTICIPATION IN CHAMBERS OF COMMERCE. THROUGH THE CHAMBERS, WHA NETWORKS AND SERVES THE COMMUNITY AS A TRUSTED PARTNER. CHAMBERS OF COMMERCE MEMBERSHIPS IN 2014: * CARMICHAEL * CITRUS HEIGHTS * DAVIS * ELK GROVE * FAIRFIELD-SUISUN * GALT * METRO CHAMBER * NAPA * NATOMAS * PETALUMA * RAINBOW CHAMBER * RANCHO CORDOVA * ROCKLIN * ROSEVILLE * SACC * SAN RAFAEL * SANTA ROSA * VACAVILLE * WEST SACRAMENTO * WINTERS * WOODLAND BESIDES PAYING ANNUAL DUES AND ATTENDING MEETINGS TO GIVE INPUT ON COMMUNITY AFFAIRS AND SUPPORT LOCAL BUSINESSES, WHA PROVIDES SPONSORSHIP INVESTMENTS AND TAKES OUT ADS IN CHAMBER MAGAZINES AND WEBSITES, AS WELL AS OTHER PUBLICATIONS AND MEDIA OUTLETS. CONTRIBUTION 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, THEY DONATE MORE THAN 2,000 VOLUNTEER HOURS SERVING ON BOARDS, WORKING IN SCHOOLS AND SUPPORTING LOCAL NON-PROFIT ORGANIZATIONS IN A WIDE VARIETY OF WAYS. WHA'S MISSION IS TO IMPROVE AND ENRICH THE LIVES OF COMMUNITY MEMBERS BY SUPPORTING LOCAL ORGANIZATIONS. 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 AND AN ANNUAL BIKE TREK. 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 USING ONGOING PAYROLL DEDUCTIONS OR ONE-TIME CASH DONATIONS. DONATIONS MUST BE MADE TO QUALIFIED NONPROFIT ORGANIZATIONS. OVER 100 WHA EMPLOYEES TOOK PART IN THE EMPLOYEE MATCHING PROGRAM, WITH DONATIONS THAT WERE MATCHED BY WHA IN THE AMOUNT OF $12,186. THE ORGANIZATIONS CHOSEN BY EMPLOYEES WHICH RECEIVED MATCHING DONATIONS INCLUDED: * KVIE PUBLIC TELEVISION * EFFIE YEAW NATURE CENTER * SUSAN G. KOMEN FOR A CURE * BREATHE CALIFORNIA OF EMIGRANT TRAILS * AMERICAN HEART ASSOCIATION * RIVER CITY FOOD BANK * SACRAMENTO CHILDREN'S HOME * SAN JUAN UNIFIED * WEAVE * ALS ASSOCIATION GREATER SACRAMENTO CHAPTER * OKZU FOUNDATION * CORDOVA SENIOR HIGH SCHOOL * SACRAMENTO SPCA * ALZHEIMER'S DISEASE RESEARCH * HERITAGE OAK PTA * UC DAVIS MIND INSTITUTE * MOVEMBER FOUNDATION * ROCKLIN ACADEMY FAMILY OF SCHOOLS * AMERICAN CANCER SOCIETY * SAVE THEM ALL HORSE RESCUE * TELETON USA * SACRAMENTO LGBT COMMUNITY CENTER WHA TIME OFF TO VOLUNTEER WE OFFER OUR EMPLOYEES 16 HOURS OF PAID TIME-OFF FOR BOTH PERSONAL VOLUNTEER OPPORTUNITIES, AS WELL AS GROUP TEAM-BUILDING ACTIVITIES. IN ADDITION TO PERSONAL VOLUNTEER TIME, EMPLOYEES WILL BE GIVEN THE OPPORTUNITY TO SPEND EIGHT REGULAR WORKING HOURS TO VOLUNTEER AT GROUP COMMUNITY PROGRAMS. GROUP VOLUNTEER OPPORTUNITIES WESTERN HEALTH ADVANTAGE ORGANIZES AT LEAST TWO GROUP VOLUNTEER PROJECTS EACH YEAR. EMPLOYEES ARE ENCOURAGED TO USE UP TO EIGHT HOURS OF PAID TIME OFF TO PARTICIPATE IN THESE PROJECTS. THESE PROJECTS ADDRESS OUR MISSION TO HAVE A POSITIVE IMPACT ON THE HEALTH AND WELL-BEING OF OUR REGION. WHA WORKPLACE CHARITY EFFORTS WHA ALSO HOLDS A FEW DRIVES AT THE WORKPLACE EACH YEAR TO BRING FOOD AND CLOTHING TO COMMUNITY MEMBERS IN NEED. EMPLOYEE GROUP WALKS AND EVENTS AT THE SUGGESTION OF ITS EMPLOYEES, WESTERN HEALTH ADVANTAGE WILL IDENTIFY POTENTIAL PARTICIPATION IN FUNDRAISING EVENTS AND DONATION DRIVES. WESTERN HEALTH ADVANTAGE WILL CONTRIBUTE FUNDS TO THESE EVENTS AND SOLICIT VOLUNTEERS TO PARTICIPATE. WHA EMPLOYEES JOIN TOGETHER TO SUPPORT SEVERAL COMMUNITY EVENTS WHICH RAISE MONEY FOR WORTHY CAUSES. WHA PAYS THE REGISTRATION FOR EMPLOYEES TO PARTICIPATE IN COMMUNITY EVENTS THAT PROMOTE EXERCISE. EXAMPLES INCLUDE: * BIKE TREK (FOR BREATHE CALIFORNIA) * KOMEN RACE FOR THE CURE (BREAST CANCER) * RUN TO FEED THE HUNGRY (FOR THE SACRAMENTO FOOD BANK) * SACRAMENTO HEART AND STROKE WALK * WEAVE WALK A MILE IN HER SHOES WHA CEO INVOLVEMENT IN THE COMMUNITY THE PRESIDENT AND CEO OF WHA, GARRY MAISEL, IN ADDITION TO IMPROVING HEALTHCARE FOR THE COMMUNITY THROUGH WHA, SUPPORTS VARIOUS COMMUNITY CHARITIES AND CAUSES, PARTICULARLY AS AN ACTIVE BOARD MEMBER. HIS VOLUNTEER EXPERIENCE AS CEO OF WHA INCLUDES: * WEAVE, INC. - PRESIDENT AND BOARD OF DIRECTOR * NON-PROFIT RESOURCE CENTER - PAST CHAIR, BOARD OF DIRECTORS * MERCY FOUNDATION - BOARD MEMBER AND PAST BOARD CHAIR * MONDAVI CENTER - MEMBER, ADVISORY BOARD AND PAST BOARD CHAIR * B STREET THEATRE - PRESIDENT, BOARD OF DIRECTORS * CROCKER ART MUSEUM - MEMBER, BOARD OF DIRECTORS * CALIFORNIA ASIAN CHAMBER OF COMMERCE - BOARD MEMBER * CALIFORNIA ASSOCIATION OF HEALTH PLANS - CHAIRMAN OF THE BOARD * HEALTH PLAN ALLIANCE - BOARD VICE-CHAIR * VALLEY VISION, INC. - BOARD MEMBER AND 2015 EVENTS CHAIRMAN * MAYOR'S PERFORMING ARTS THEATER TASK FORCE - CHAIR, FINANCING COMMITTEE IN ADDITION, OTHER MEMBERS OF WHA'S LEADERSHIP TEAM SERVE ON THE BOARDS OF OTHER COMMUNITY ORGANIZATIONS, AS FOLLOWS: * SACRAMENTO METRO CHAMBER * SACRAMENTO BALLET * KVIE PUBLIC TELEVISION * AMERICAN LEADERSHIP FORUM - MOUNTAIN VALLEY CHAPTER * SACRAMENTO ASIAN PACIFIC CHAMBER OF COMMERCE * BREATHE CALIFORNIA * ARTS & BUSINESS COUNCIL OF SACRAMENTO |
| FORM 990, PART III, LINE 4C | SUPPORT OF MEMBER HEALTH SYSTEMS THE ORGANIZATION IS COMMUNITY CONTROLLED BY THREE TAX-EXEMPT HEALTH SYSTEMS THE ORGANIZATION IS CONTROLLED BY ITS MEMBER HEALTH SYSTEMS, ALL OF WHICH ARE TAX EXEMPT UNDER 501(C)(3). THE MEMBER HEALTH SYSTEMS CONTROL THE APPOINTMENT OF 9 OUT OF 10 MEMBERS TO THE BOARD OF DIRECTORS OF THE ORGANIZATION, WITH THE TENTH MEMBER BEING ELECTED BY A MAJORITY OF THE OTHER DIRECTORS. CHARITY TO THE COMMUNITY IN PARTNERSHIP WITH MEMBER HEALTH SYSTEMS: THE MEMBER HEALTH SYSTEMS, COMPOSED OF NETWORKS OF HOSPITALS AND PHYSICIAN GROUPS, ARE SUBJECT TO REQUIREMENTS THAT THEY PERFORM COMMUNITY HEALTH NEEDS ASSESSMENTS AND TO DEVELOP PLANS TO SERVE THE COMMUNITY ON A PER-HOSPITAL BASIS. THE MEMBER HEALTH SYSTEMS ADVANCE THEIR CHARITABLE MISSIONS BY PROVIDING FINANCIAL ASSISTANCE, CHARITY CARE, EDUCATION, INFORMATION AND OTHER PUBLIC ACTIVITIES. EACH OF THE HOSPITALS OF THE THREE MEMBER HEALTH SYSTEMS HAVE ROBUST COMMUNITY BENEFIT PROGRAMS IN PLACE TO BENEFIT THE UNDERSERVED, INCLUDING A VARIETY OF COMMUNITY SERVICES SUCH AS HEALTH EDUCATION, WELLNESS PROGRAMS, DISEASE MANAGEMENT, COMMUNITY HEALTH IMPROVEMENT SERVICES AND PROJECTS, COLLABORATION WITH LOCAL PROJECTS TO SERVE LOW INCOME RESIDENTS AND MEDICAL RESEARCH. IN RECENT PUBLICLY-REPORTED FIGURES, THE MEMBER HEALTH SYSTEMS PROVIDED OVER $1.6 BILLION IN CHARITY CARE AND SERVICES. THE ORGANIZATION SUPPORTS THE MEMBER HEALTH SYSTEM CHARITABLE MISSIONS BY CONSULTING THE CHNAS WHEN DESIGNING THE ORGANIZATION'S COMMUNITY OUTREACH PROGRAMS. RECENT COLLABORATIONS BETWEEN WHA AND THE PRIORITIES IDENTIFIED IN THE MEMBER HEALTH SYSTEM CHNAS INCLUDE: * ADDRESSING HEALTHY FOOD OPTIONS AND FOOD EDUCATION EFFORTS OF SOIL BORN FARMS * TRAINING CURRENT AND PREPARING FUTURE HEALTH CARE PROFESSIONALS BY SUPPORTING THE BETTY IRENE SCHOOL OF NURSING * PRIORITIZING CARDIOVASCULAR HEALTH WITH PARTNERSHIPS WITH THE AMERICAN HEART ASSOCIATION * INVESTING IN COMMUNITY-BASED NONPROFITS TO ENROLL PATIENTS IN HEALTH INSURANCE AND OTHER PROGRAMS * BUILDING ECONOMIC DEVELOPMENT - INDIVIDUALS AND FAMILIES LIVING ABOVE THE FEDERAL POVERTY LEVEL IS A KEY INDICATOR OF COMMUNITY HEALTH STATUS. THE ORGANIZATION PLAYS A LEADERSHIP ROLE ON A NUMBER OF ECONOMIC DEVELOPMENT ORGANIZATION IN THE REGION, INCLUDING: THE SACRAMENTO METRO CHAMBER OF COMMERCE, ASIAN PACIFIC CHAMBER OF COMMERCE, RAINBOW CHAMBER OF COMMERCE, GREATER SACRAMENTO AREA ECONOMIC COUNCIL, AND VALLEY VISION. THE ORGANIZATION SUPPORTS MEMBER HEALTH SYSTEMS' MISSIONS THROUGH CHARITABLE GRANTS. THE ORGANIZATION PROVIDES BENEFITS TO THE COMMUNITY BEYOND HEALTH CARE BENEFITS THROUGH FUNDING PROGRAMS FOR THE PROMOTION OF HEALTH AND OTHER CHARITABLE PURPOSES, INCLUDING SUPPORT FOR THE CHARITABLE ACTIVITIES OF THE MEMBER HEALTH SYSTEMS. |
| FORM 990, PART VI, SECTION A, LINE 6 | DIGNITY HEALTH, NORTHBAY HEALTHCARE GROUP, AND UNIVERSITY OF CALIFORNIA, DAVIS HEALTH SYSTEM (COLLECTIVELY, "MEMBER HEALTH SYSTEMS) ARE MEMBERS OF WESTERN HEALTH ADVANTAGE. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIGNITY HEALTH, NORTHBAY HEALTHCARE GROUP, AND UNIVERSITY OF CALIFORNIA, DAVIS HEALTH SYSTEM (COLLECTIVELY, "MEMBER HEALTH SYSTEMS) HAVE RIGHTS TO ELECT AND REMOVE MOST BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | DIGNITY HEALTH, NORTHBAY HEALTHCARE GROUP, AND UNIVERSITY OF CALIFORNIA, DAVIS HEALTH SYSTEM (COLLECTIVELY, "MEMBER HEALTH SYSTEMS) HAVE RIGHTS TO ELECT AND REMOVE MOST BOARD MEMBERS. MEMBERS ALSO RETAIN THE APPROVAL RIGHTS AFFORDED MEMBERS FOR CERTAIN SIGNIFICANT TRANSACTIONS (E.G CHANGE IN BYLAWS). |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS REVIEW THE FORM 990 BEFORE THE RETURN IS FILED. THE ORGANIZATION'S CFO AND FINANCE DIRECTOR WORK CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGES TO PREPARE AND REVIEW THE RETURN; AND REVIEWS THE DRAFT OF THE FORM 990 PRIOR TO PROVIDING THE DRAFT TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12 | THE BYLAWS CONTAIN A PROVISION REQUIRING A STANDARD OF CARE THAT REQUIRES DILIGENCE, PRUDENCE AND GOOD FAITH. IN ADDITION, THE BYLAWS REQUIRE EACH DIRECTOR TO COMPLETE ANNUALLY A CONFLICTS OF INTEREST DISCLOSE STATEMENT AND TO IMMEDIATELY INFORM THE BOARD CHAIR OF ANY NEW CONFLICT THAT ARISES. FURTHER, A CONFLICT OF INTEREST POLICY AND PROCEDURES WAS ADOPTED IN JULY, 2015 WHICH EXPANDS ON THE BYLAWS PROVISIONS AND REQUIRES ANNUAL DISCLOSURE BY OFFICERS, DIRECTORS, AND KEY EMPLOYEES. MONITORING IS THROUGH REQUIRED REPORTING AS CONFLICTS ARISE. THE BOARD IS REQUIRED TO REVIEW ALL POTENTIAL CONFLICTS AND MAKE A DETERMINATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEW THE COMPENSATION OF THE CHIEF LEVEL EXECUTIVES AFTER RECEIVING A REPORT FROM AN INDEPENDENT CONSULTANT ADVISING AS TO THE LEVEL OF SALARIES FOR SIMILAR POSITIONS. A WRITTEN POLICY AND PROCEDURES REQUIRES THAT THE BOARD DETERMINE THAT COMPENSATION IS REASONABLE TO THE ORGANIZATION BASED UPON INFORMATION SUFFICIENT TO DETERMINE WHETHER THE VALUE OF SERVICES IS THE AMOUNT THAT WOULD ORDINARILY BE PAID FOR LIKE SERVICES BY LIKE ENTERPRISES, WHETHER TAXABLE OR TAX EXEMPT, UNDER LIKE CIRCUMSTANCES. RELEVANT INFORMATION INCLUDES, BUT IS NOT LIMITED TO, COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS, BOTH TAXABLE AND TAX-EXEMPT, FOR FUNCTIONALLY COMPARABLE POSITIONS; THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA OF THE APPLICABLE TAX-EXEMPT ORGANIZATION; CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS; AND ACTUAL WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE DISQUALIFIED PERSON. ANY MEMBERS OF THE BOARD WHO HAVE A CONFLICT CANNOT BE INCLUDED IN THE DECISION MAKING PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | ACA FEES: PROGRAM SERVICE EXPENSES 6,377,462. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,377,462. CAPITATION: PROGRAM SERVICE EXPENSES 416,949,570. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 416,949,570. CLAIMS EXPENSE: PROGRAM SERVICE EXPENSES 113,130,604. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 113,130,604. MEDICAL ADMIN: PROGRAM SERVICE EXPENSES 5,763,280. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,763,280. |
| FORM 990, PART XI, LINE 9: | UNRESTRICTED NET ASSETS AS OF 6/30/14 20,575,580. |
| FORM 990, PART III, LINE 4A | THE ORGANIZATION'S BOARD OF DIRECTORS MEETS AS A COMMITTEE TO REVIEW THE RESULTS OF THE ANNUAL FINANCIAL AUDIT. THE BOARD DEVOTES A SIGNIFICANT PORTION OF ONE OF ITS MEETINGS TO RECEIVE AN IN-PERSON REPORT FROM THE AUDIT FIRM AND TO TAKE ACTION ON THE AUDIT RESULTS. |
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014
Additional Data
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