Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
US Catholic Church |
530196617 | 3 | Yes | 0 | 0 | |
| (B)
US Catholic Health Ministry |
530196617 | 1 | Yes | 0 | 13,936,235 | |
|
Total 2
|
13,936,235 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
|---|
| Part I Section A Line 12 The Roman Catholic Church, Catholic Hospitals, Catholic LTC Facilities and other Catholic Health related entities listed in the Official Catholic Directory group ruling exemption 0928. |
| Return Reference | Explanation |
|---|---|
| Part IV Section A Line 1 | CHAs supported organizations are outlined by type/class in CHAs Bylaws. |
| Part IV Section A Line 5a-c | The classes of supported organizations did not change from FY2022 to FY2023, but the individual members of those classes change each year based on merger and acquisition activity, new members who join, and existing members who cease to be members. |
| Software ID: | 22015461 |
| Software Version: | 22.0.1.0 |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 4a | about how to live out our Catholic faith and value commitments in concrete situations. Through consultations, and educational programs and resources, the ethics function seeks to aid its members in navigating the many complex ethical realities in health care today. Sponsorship - programs, services and resources to help sponsors and potential sponsors of Catholic healthcare live out and better understand their roles with regard to promoting and assuring Jesus healing mission by guiding and overseeing a specific institutional ministry in a formal and public way. Leadership Formation - provided programs and educational resources to assist ministry leaders in creating and stewarding organizational cultures that incarnate Jesus healing so that, through their leadership, CHA member organizations will Help patients and families experience the healing presence of God Provide employees and staff the space to experience and participate in healing encounters and Improve the health of the communities they serve by working strategically to clarify and address the needs and assets of the community with special attention to those who are poor, vulnerable and underserved. Ministry Identity Assessment Programs - In collaboration with the ministry, CHA expanded its Ministry Identity Assessment tools and developed an on-line interactive tool for completing assessments. Included in the in-person meeting counts above reflect 23 Assessments in over 15 states involving over 1,366 participants. |
| Form 990, Part III, Line 4b | grassroots advocacy, health reform, community benefit, immigration and human trafficking, global health and environmental responsibility. Print and online information includes the ministrys advocacy agenda issue briefs and background/technical information on key issues. CHA also collaborates with national organizations to educate the public and policy makers on issues important to the ministry. Elder and Continuing Care - provided a variety of resources in order to help members respond compassionately to the needs of aged and chronically ill persons. Global Health, including international outreach - Facilitated the providing of expertise to healthcare organizations in developing countries and worked to coordinate supply recovery/distribution efforts across the Catholic health ministry. Finally, CHA continued the We are Called Initiative and pledge seeking to Confront Racism by Achieving Health Equity. |
| Form 990, Part VI, Section A, Line 2 | Joseph Impicciche and Fahid Tahir have a business relationship. |
| Form 990, Part VI, Section A, Line 7B | Routine decisions made by the Board of Trustees are not subject to approval by CHAs members. Members elect the Board of Trustees via a Governance Committee, approve changes to CHAs bylaws, and periodically approve a resolution outlining parameters within which the Board of Trustees sets the applicable membership dues rate. |
| Form 990, Part VI, Section B, Line 11 | Process of Reviewing Form 990 The Associations Finance Staff prepare a draft of the Form 990 and 990T which are then reviewed by several members of senior management, including the President and CEO and the VP, General Counsel. The drafts are also reviewed by CHAs independent tax accountants. Prior to filing, a final draft of the Form 990 and 990T is presented to the Audit and Compliance Committee for review and approval and then to the Board for review and acceptance. |
| Form 990, Part VI, Section B, Line 12C | Process of monitoring and enforcing CHAs conflict of interest policy CHA monitors its conflict of interest policy via an annual questionnaire provided to all Board members, senior management certain financial personnel Covered Persons. Covered Persons are required to disclose in writing any potential conflicts of interest or to attest that such conflicts exist and are required to update the information promptly during the year if any new potential conflicts arise. The information from the questionnaire is reviewed by the Board Chairperson, the President and the General Counsel to determine if there are any potential conflicts of interest to be addressed. In addition, all Covered Persons have an obligation to report any situation that they believe to be a violation of the conflict of interest policy. If a conflict of interest is identified, the Covered Person with the conflict is prohibited from voting or otherwise using his or her personal influence to affect the outcome of any Board or other CHA matter and shall leave the meeting during any deliberations until voting on the matter has been completed. A Covered Persons failure to follow the conflict of interest policy can subject him/her to consequences ranging from exclusion from voting on certain issues to suspension or removal from office, as well as any other legal or equitable remedies that may be available. |
| Form 990, Part VI, Section B, Line 15B | Process for determining executive compensation As noted on Schedule J, Part III, CHAs Executive Committee of the Board serves as CHAs compensation committee for the President and CEO and conducts excess benefit reviews of all amounts paid to all members of senior management. The President and CEO determines the compensation for each other member of senior management. An outside compensation consultant provides appropriate benchmark data for each member of senior management, which is based on its own proprietary data, in addition to other third-party compensation surveys. The Board reviews the Executive Committees compensation amount for the President and CEO before it becomes final. CHA follows the steps required to meet the rebuttable presumption. |
| Form 990, Part VI, Section C, Line 19 | The following documents are made available via CHAs website, www.chausa.org Form 990 and 990T for the preceding three years conflict of interest policy CHAs governing documents - Articles of Association, Bylaws, and Administrative Regulations and the Annual Group Ruling Letter that establishes CHAs tax exempt status in lieu of Form 1023. All of these documents are also available upon request. |
| Software ID: | 22015461 |
| Software Version: | 22.0.1.0 |