Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 07-01-2023 , and ending 06-30-2024
BCheck if applicable:
CName of organization
WESTERN HEALTH ADVANTAGE
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2349 GATEWAY OAKS DRIVE NO 100
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SACRAMENTO, CA95833
D Employer identification number

68-0393304
E Telephone number

G Gross receipts $ 806,435,981
F Name and address of principal officer:
SUE HADDAD
2349 GATEWAY OAKS DRIVE NO 100
SACRAMENTO,CA95833
I
Tax-exempt status: ( 4 ) (insert no.) or
J
Website:
WWW.WESTERNHEALTH.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1995
M State of legal domicile: CA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: PROVIDING HEALTH COVERAGE AND FURTHERING THE MISSIONS OF THE TAX EXEMPT ORGANIZATION MEMBERS
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 10
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 9
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 269
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,893,129
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 453,816
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 707,738,061 806,136,066
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 111,151 272,593
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 64,470 6,404
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 707,913,682 806,415,063
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,103,253 1,101,076
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 25,536,398 26,975,472
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 679,614,789 774,711,238
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 706,254,440 802,787,786
19 Revenue less expenses. Subtract line 18 from line 12....... 1,659,242 3,627,277
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 103,396,609 114,357,986
21 Total liabilities (Part X, line 26)............. 94,264,075 101,517,653
22 Net assets or fund balances. Subtract line 21 from line 20..... 9,132,534 12,840,333
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2023)
Form 990 (2023)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE OTO IMPROVE THE HEALTH AND WELFARE OF THE COMMUNITIES SERVED BY THE CORPORATION BY: (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 (THE "MEMBERS") THAT ARE TAX EXEMPT PURSUANT TO SECTION 501(C)(3) OR SECTION 501(C)(4) OF THE CODE, 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 779,948,044 including grants of $   ) (Revenue $ 803,300,059 )
SEE SCHEDULE OPUBLIC BENEFIT HEALTH COVERAGEWHA PROMOTES THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY BY OFFERING HEALTH BENEFIT COVERAGE TO THE PUBLIC THROUGH MULTIPLE, EASILY ACCESSIBLE CHANNELS. WHA SERVES INDIVIDUALS (INCLUDING MEDICARE BENEFICIARIES), SMALL EMPLOYER GROUPS, AND LARGE EMPLOYER GROUPS. WHA BENEFITS THE COMMUNITY AND PROMOTES SOCIAL WELFARE BY REASON OF (1) ENROLLMENT THAT IS OPEN TO INDIVIDUALS (BOTH ON AND OFF THE CALIFORNIA HEALTH BENEFITS EXCHANGE, COVERED CALIFORNIA) 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 ALL GROUP AND INDIVIDUAL MEMBERS. WHA COMMUNICATES WITH ITS MEMBERS AND PROVIDERS THROUGH QUARTERLY PUBLICATIONS. ADVANTAGE MAGAZINE IS A QUARTERLY MAGAZINE AIMED AT PROMOTING HEALTHY LIFESTYLES AND ASSISTING MEMBERS TO TAKE ADVANTAGE OF THEIR HEALTH BENEFITS COVERAGE. CLINICAL CONNECTIONS IS A QUARTERLY INFORMATIONAL ONLINE MAGAZINE FOR PROVIDERS.WHA WELLNESS PROGRAMSWHA PROVIDES WELLNESS RESOURCES AND SUPPORT FOR INDIVIDUAL ANDEMPLOYER/BROKER-DRIVEN WELLNESS INITIATIVES, THE OVERALL GOAL OF WHICH IS TO REDUCE HEALTHCARE COSTS FOR THE SOCIETY. OUR ONLINE WELLNESS PROGRAM REACHES INDIVIDUALS BY OFFERING HEALTH ASSESSMENTS AND TRACKING TOOLS. WHA'S WELLNESS INITIATIVES REACH BEYOND WHA'S BASE OF 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'SWELLNESS MANAGER AND CHIEF MEDICAL OFFICER APPEAR REGULARLY IN MEDIA DRIVEN CAMPAIGNS, INCLUDING GIVING INTERVIEWS ON LOCAL TELEVISION NEWS PROGRAMS SEEN THROUGHOUT NORTHERN CALIFORNIA, PROMOTING HEALTHY EATING AND ACTIVITY. WHA OFFERS DISCOUNT PROGRAMS TO MEMBERS TO MAKE HEALTH CLUB MEMBERSHIPS AND HEALTH AND FITNESS RELATED PRODUCTS AND SERVICES MORE ACCESSIBLE AND AFFORDABLE.WHAFITWHAFIT IS WHA'S OWN HEALTH AND WELLNESS PROGRAM, FORMED IN 2013, TO PROMOTE THE HEALTH AND WELL-BEING OF ITS 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.COMMUNITYFITWHA OFFERS COMMUNITYFIT, A NO COST VIRTUAL FITNESS PROGRAM OFFERING BOTH LIVE AND RECORDED MOVEMENT AND STRESS REDUCTION CLASSES. THE PURPOSE OF THIS PROGRAM IS TO PROMOTE MOVEMENT AND WELLNESS DURING THE WORKDAY. COMMUNITYFIT IS AVAILABLE TO ALL MEMBERS OF THE COMMUNITY AND CURRENTLY ADMINISTERS CLASSES YEAR-ROUND. WITH CLASSES SUCH AS MIDWEEK DESK STRETCH AND MINDFULNESS MEDITATION, COMMUNITYFIT STRIVES TO REACH THE PUBLIC BY MAKING FITNESS AFFORDABLE AND CONVENIENT, WITH THE GOAL OF LOWERING HEALTH CARE COSTS AND IMPROVING THE WELL-BEING OF THE COMMUNITY.WHA AND THE AMERICAN HEART ASSOCIATIONWHA'S WELLNESS MANAGER LEADS AN ANNUAL WORKSITE WELLNESS SYMPOSIUM WITH THE AMERICAN HEART ASSOCIATION (AHA), WHICH BRINGS THE AHA'S VAST RESOURCES ON HEART-HEALTHY LIVING TO MANY WORKSITES IN THE REGION. WHA IS ALSO A COSPONSOR OF AHA'S HEALTHY FOR GOOD CAMPAIGN. 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 WHICH INCREASES PRODUCTIVITY.
4b (Code:   ) (Expenses $ 1,101,076 including grants of $ 1,101,076 ) (Revenue $   )
SEE SCHEDULE OCOMMUNITY OUTREACH AND SUPPORTWHA SUPPORTS ITS MEMBER HEALTH SYSTEMS' MISSIONS THROUGH CHARITABLE GRANTS.WHA PROVIDES BENEFITS TO THE COMMUNITY BEYOND HEALTH CARE THROUGHFUNDING PROGRAMS FOR THE PROMOTION OF HEALTH AND OTHER CHARITABLEPURPOSES, INCLUDING SUPPORT FOR THE CHARITABLE ACTIVITIES OF ITS MEMBER HEALTH SYSTEMS. FOR FISCAL YEAR 2023-2024, WHA BUDGETED OVER $1,200,000TO SUPPORT CHARITABLE PROGRAMS WHICH BENEFIT THE HEALTH AND WELLNESS OF THE COMMUNITIES SERVED BY WHA, INCLUDING (1) A $250,000 CONTRIBUTION TO THE SACRAMENTO STATE UNIVERSITY FOUNDATION (2) A $125,000 CONTRIBUTION TO THE CROCKER ART MUSEUM FOR YOUTH DEVELOPMENT AND OUTREACH, (3) A $100,000 CONTRIBUTION TO THE GREATER SACRAMENTO ECONOMIC COUNCIL FOR COMMUNITY DEVELOPMENT (4) A $100,000 CONTRIBUTION TO THE BIG DAY OF GIVING, A PROGRAM OF THE SACRAMENTO REGION COMMUNITY FOUNDATION, SUPPORTING OVER 800 REGIONAL ORGANIZATIONSCONTRIBUTION 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. WHA VOLUNTEERS HISTORICALLY DONATE MORE THAN 2,000 VOLUNTEER HOURS A YEAR SERVING ON BOARDS, WORKING IN SCHOOLS AND SUPPORTING LOCAL NON-PROFIT ORGANIZATIONS IN A WIDE VARIETY OF WAYS.WHA'S MISSION IS: WE EXPAND ACCESS TO HEALTH CARE AND RESPOND TO THE CHANGING NEEDS OF OUR MEMBERS, PROVIDERS AND COMMUNITY TO IMPROVE THE HEALTH AND WELL-BEING OF ALL.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 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 VIA PAYROLL DEDUCTIONS OR ONE-TIME CASH DONATIONS. DONATIONS MUST BE MADE TO QUALIFIED NONPROFIT ORGANIZATIONS. WHA OFFERS EMPLOYEES 8 HOURS OF PAID TIME-OFF EACH YEAR TO VOLUNTEER AT THE ORGANIZATION OF THEIR CHOICE. IN ADDITION, EMPLOYEES ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN 8 HOURS OF VOLUNTEER ACTIVITIES AT WESTERN HEALTH ADVANTAGE SPONSORED EVENTS.WHA CEO INVOLVEMENT IN THE COMMUNITY.THE PRESIDENTAND CEO OF WHA, GARRY MAISEL, SUPPORTS VARIOUS COMMUNITY CHARITIES AND CAUSES, IN ADDITION TO IMPROVING HEALTHCARE FOR THE COMMUNITY AS AN ACTIVE BOARD MEMBER OF WHA.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses781,049,120
Form 990 (2023)
Form 990 (2023)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
1,276
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
269
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
10
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
9
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
 
No
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
CA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
STEPHANIE MADSEN2349 GATEWAY OAKS DRIVE SUITE 100   SACRAMENTO,CA95833 (916) 563-3193
Form 990 (2023)
Form 990 (2023)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) GARRY MAISEL......................................................................
CHIEF EXECUTIVE OFFICER/PRESIDENT
 40.00
.................
  		X   X       1,152,505 0 37,732
(2) TAMMY WILCOX-CHAIR OF THE BOARD......................................................................
(THRU 11/23)/DIRECTOR (AS OF 11/23)
 1.00
.................
  		X   X       0 0 0
(3) B KONARD JONES - VICE......................................................................
CHAIR OF THE BOARD (THRU 11/23)
 1.00
.................
  		X   X       0 0 0
(4) MARK BEHL......................................................................
CHAIR OF THE BOARD (AS OF 11/23)
 1.00
.................
  		X   X       0 0 0
(5) ROBERT QUINN MD - VICE......................................................................
CHAIR OF THE BOARD (AS OF 11/23)
 1.00
.................
  		X   X       0 0 0
(6) DR ANITA CHANDRASENA......................................................................
DIRECTOR (AS OF 7/23)
 1.00
.................
  		X           0 0 0
(7) ALVIN SOCKOLOV......................................................................
DIRECTOR (THRU 12/23)
 1.00
.................
  		X           0 0 0
(8) JOSEPH D'ANGINA......................................................................
DIRECTOR (AS OF 10/23)
 1.00
.................
  		X           0 0 0
(9) DAVID JOYNER......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(10) DR SHANAZ KHAMBATTA DO......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(11) CHRISTINA TINA JOHNSON MD......................................................................
DIRECTOR (AS OF 06/24)
 1.00
.................
  		X           0 0 0
(12) SUE PIETRAFESO......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(13) MARIETTE RUECKER......................................................................
TREASURER AND CFO
 40.00
.................
  		    X       585,373 0 60,873
(14) DR KHURAM ARIF - CHIEF......................................................................
MEDICAL OFFR & CHIEF OPERATING OFFR
 40.00
.................
  		      X     574,514 0 74,086
(15) JEFFREY CINCIARELLI......................................................................
CHIEF SALES OFFICER
 40.00
.................
  		      X     500,320 0 32,688
(16) REBECCA DOWNING......................................................................
CHIEF LEGAL OFFICER
 40.00
.................
  		      X     390,633 0 66,736
(17) GLENN HAMBURG......................................................................
CHIEF INFORMATION OFFICER
 40.00
.................
  		      X     385,444 0 56,919
Form 990 (2023)
Form 990 (2023)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) FREDERICK HERON........................................................................
CHIEF EXPERIENCE OFFICER
 40.00
.......................   		      X     361,754 0 62,956
(19) MARY INGRAM........................................................................
ACTUARIAL SERVICES DIRECTO
 40.00
.......................   		        X   262,231 0 35,178
(20) ELIZABETH HARGETT........................................................................
SALES DIRECTOR
 40.00
.......................   		        X   218,929 0 38,977
(21) PAMELA HAMBURG........................................................................
SYSTEMS CONTRACT DIRECTOR
 40.00
.......................   		        X   218,364 0 35,611
(22) AMARJOT KIRAN BIRING........................................................................
PHARMACY DIRECTOR
 40.00
.......................   		        X   227,434 0 11,224
(23) THOMAS LEON........................................................................
SOLUTIONS DELIVERY DIRECTOR
 40.00
.......................   		        X   212,449 0 18,934














1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 5,089,950 0 531,914
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 75
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
DIGNITY HEALTH HOSPITAL

3400 DATA DRIVE
RANCHO CORDOVA,CA95670 		MEDICAL SERVICES 183,613,771
OPTUMRX INC

9900 BREN RD E
MINNETONKA,CA55343 		MEDICAL SERVICES 125,437,735
HILL PHYSICIANS MEDICAL GROUP

2409 CAMINO RAMON
SAN RAMON,CA94583 		MEDICAL SERVICES 95,547,545
MERCY MEDICAL GROUP

PO BOX 742016
LOS ANGELES,CA900748244 		MEDICAL SERVICES 86,136,110
NORTHBAY HEALTHCARE GROUP

1200 B GALE WILSON BLVD
FAIRFIELD,CA94533 		MEDICAL SERVICES 40,809,444
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 114
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......  
Program Service RevenueAmt Business Code
2a PREMIUMS EARNED 524114 803,287,406 803,287,406    
b PPO PREMIUM REVENUE 524298 2,836,007   2,836,007  
c ADMINISTRATION INCOME 524292 12,653 12,653    
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 806,136,066
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 120,370   57,122 63,248
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 173,141  
b Less: cost or other basis and sales expenses 7b 20,918  
c Gain or (loss) 7c 152,223  
d Net gain or (loss)......... 152,223     152,223
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a MISCELLANEOUS REVENUE 900099 6,404     6,404
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 6,404
12 Total revenue. See instructions..... 806,415,063 803,300,059 2,893,129 221,875
Form 990 (2023)
Form 990 (2023)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 1,101,076 1,101,076
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 5,098,453 2,561,791 2,536,662  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 16,903,993 12,801,759 4,102,234  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 668,339 477,001 191,338  
9 Other employee benefits ....... 2,809,053 1,982,957 826,096  
10 Payroll taxes ........... 1,495,634 1,075,782 419,852  
11 Fees for services (non-employees):        
a Management ...... 18,987,834 16,342,231 2,645,603  
b Legal .........        
c Accounting ........... 759,119 57 759,062  
d Lobbying ........... 10,850   10,850  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 727,415,776 727,415,776    
12 Advertising and promotion .... 1,870,830 1,772,058 98,772  
13 Office expenses ....... 9,218,835 3,855,022 5,363,813  
14 Information technology ...... 6,745,563 6,277,809 467,754  
15 Royalties ..        
16 Occupancy ........... 1,423,343   1,423,343  
17 Travel ............ 83,408 50,784 32,624  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 614,177 466,749 147,428  
20 Interest ........... 253,789 253,789    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 1,579,285 584,054 995,231  
23 Insurance ... 404,944   404,944  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a AFFORDABLE CARE ACT FEE 3,686,789 3,686,789    
b SETTLEMENT FEE 1,050,000   1,050,000  
c DMHC FEES 320,129 320,129    
d UBI TAXES 222,448   222,448  
e All other expenses 64,119 23,507 40,612  
25 Total functional expenses. Add lines 1 through 24e 802,787,786 781,049,120 21,738,666 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 47,486,169 1 49,462,947
2 Savings and temporary cash investments ......... 334,209 2 151,371
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 8,693,762 4 9,847,874
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 3,341,648 9 3,507,010
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 15,252,031
b Less: accumulated depreciation 10b 12,865,479 2,067,796 10c 2,386,552
11 Investments—publicly traded securities . 3,033,901 11 3,534,865
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 38,439,124 15 45,467,367
16 Total assets. Add lines 1 through 15 (must equal line 33)... 103,396,609 16 114,357,986
Liabilities 17 Accounts payable and accrued expenses ..... 7,260,194 17 10,010,038
18 Grants payable ...   18  
19 Deferred revenue ......... 16,744,317 19 10,585,687
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .. 8,921,504 24 9,172,792
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 61,338,060 25 71,749,136
26 Total liabilities. Add lines 17 through 25.. 94,264,075 26 101,517,653
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 9,132,534 27 12,840,333
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 9,132,534 32 12,840,333
33 Total liabilities and net assets/fund balances ........ 103,396,609 33 114,357,986
Form 990 (2023)
Form 990 (2023)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
806,415,063
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
802,787,786
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
3,627,277
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
9,132,534
5
Net unrealized gains (losses) on investments ...............
5
13,364
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
67,158
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
12,840,333
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2023)
Form 990 (2023)
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Form 990, Special Condition Description:
Special Condition Description
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
WESTERN HEALTH ADVANTAGE
 
Employer identification number

68-0393304
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   527,040 501,877 25,163
d Equipment ....   12,894,433 10,755,305 2,139,128
e Other .....   1,830,558 1,608,297 222,261
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 2,386,552
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)PHARMACY REBATES 21,327,682
(2)ACA RISK ADJUSTMENT 16,886,702
(3)ROU ASSET 5,203,367
(4)MEDICARE RECEIVABLE 897,507
(5)ESI PRICING CREDITS 513,028
(6)OTHER ASSETS 458,312
(7)CAPITATION 171,732
(8)ACA HCRP FEES 9,037
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 45,467,367
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
MEDICAL COST PAYABLE 25,452,263
CAPITATION PAYABLE 22,780,568
CLAIMS PAYABLE 9,694,358
IBNR 8,170,165
OPERATING LEASE OBLIGATION 5,244,580
DUES TO CMS 407,202



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 71,749,136
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 803,659,578
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 13,364
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e 13,364
3 Subtract line 2e from line 1.................. 3 803,646,214
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 2,768,849
c Add lines 4a and 4b.................... 4c 2,768,849
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 806,415,063
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 799,951,779
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 799,951,779
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b 2,836,007
c Add lines 4a and 4b..................... 4c 2,836,007
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 802,787,786
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: THE COMPANY FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION SUBTOPIC 740-10, INCOME TAXES - OVERALL. THIS PRONOUNCEMENT PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION EXPECTED TO BE TAKEN IN A TAX RETURN. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION.
PART XI, LINE 4B - OTHER ADJUSTMENTS: PPO INCOME 2,836,007. UNREALIZED LOSS FROM 457(F) PLAN -124,280. UNRELATED BUSINESS INCOME 57,122.
PART XII, LINE 4B - OTHER ADJUSTMENTS: PPO INCOME 2,836,007.
Schedule D (Form 990) 2022


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
WESTERN HEALTH ADVANTAGE
 
Employer identification number
68-0393304
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) THE UNIVERSITY FOUNDATION
6000 J STREET
SACRAMENTO,CA95819 		94-3001359 501(C)(3) 275,000 0     SUPPORT FOR GLOBAL ENTREP. WEEK & THE DALE & KATY CARLSEN CENTER FOR ENTREP. & INNOVATION.
(2) CROCKER ART MUSEUM
216 O STREET
SACRAMENTO,CA95814 		94-2552486 501(C)(3) 139,000 0     SPONSORSHIP CROCKER ART MUSEUM ARTS EDUCATION AND OUTREACH
(3) AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUE
DALLAS,TX95231 		13-5613797 501(C)(3) 100,000 0     SPONSORSHIP AMERICAN HEART ASSOC. HEALTH INITIATIVE/HEART DISEASE RESEARCH/OUTREACH
(4) SACRAMENTO REGION COMMUNITY FOUNDATION
955 UNIVERSITY AVENUE
SACRAMENTO,CA95825 		94-2891517 501(C)(3) 104,200 0     SPONSORSHIP TO ENCOURAGE COMM. GIVING/ENCOURAGE NONPROFITS TO REGISTER FOR BDG
(5) GREATER SACRAMENTO AREA ECONOMIC COUNCIL
400 CAPITOL MALL SUITE 2500
SACRAMENTO,CA95814 		46-5517841 501(C)(3) 100,000 0     SPONSORSHIP FOR INNOVATIVE GROWTH STRATEGIES IN THE CAPITOL REGION OF CALIFORNIA
(6) MERCY FOUNDATION
3400 DATA DRIVE
RANCHO CORDOVA,CA95670 		23-7072762 501(C)(3) 40,000 0     TO FIGHT AGAINST HUMAN TRAFFICKING/CRISTO REY SPORTS COMPLEX
(7) SACRAMENTO METROPOLITAN CHAMBER OF COMMERCE
1 CAPITOL MALL SUITE 310
SACRAMENTO,CA95814 		94-0824600 501(C)(6) 32,500 0     SPONSORSHIP HEALTHCARE ADVOCACY
(8) CRISTO REY HIGH SCHOOL SACRAMENTO
8475 JACKSON ROAD
SACRAMENTO,CA95826 		41-2191660 501(C)(3) 28,500 0     DONATION CRISTO REY STUDENT OUTREACH AND WORKPLACE ASSISTANCE PROGRAM
(9) WEAVE
1900 K STREET
SACRAMENTO,CA95811 		94-2493158 501(C)(3) 26,500 0     SPONSORSHIP VIOLENCE AGAINST WOMEN EDUCATION/OUTREACH
(10) SACRAMENTO BALLET ASSOCIATION
2420 N STREET SUITE 100
SACRAMENTO,CA95816 		94-1674349 501(C)(3) 25,000 0     SPONSORSHIP SACRAMENTO BALLET ARTS EDUCATION AND OUTREACH
(11) DOWNTOWN SACRAMENTO PARTNERSHIP - ICE RINK
980 9TH STREET SUITE 400
SACRAMENTO,CA95814 		68-0270320 501(C)(6) 25,000 0     SPONSORSHIP DOWNTOWN HOLIDAY ICE RINK
(12) YOLO FOOD BANK
233 HARTER AVENUE
WOODLAND,CA95776 		23-7111782 501(C)(3) 20,000 0     DONATION TO SUPPORT THE END HUNGER YOLO CAPITAL CAMPAIGN
(13) KVIE INC
2030 W EL CAMINO AVENUE
SACRAMENTO,CA95833 		94-1421463 501(C)(3) 20,000 0     KVIE CAMPAIGN CONTRACT SPONSOR STUDIO SACRAMENTO PUBLIC TV
(14) SACRAMENTO LGBT COMMUNITY CENTER
1015 20TH STREET
SACRAMENTO,CA95811 		94-2502229 501(C)(3) 20,000 0     SPONSOR PLEDGE LGBT OUTREACH HEALTH/HOUSING
(15) NORTHBAY HEALTHCARE FOUNDATION
1200 B GALE WILSON BOULEVARD
FAIRFIELD,CA94533 		94-2995085 501(C)(3) 10,000 0     SPONSORSHIP HEALTHCARE ADVOCACY/EQUIPMENT
(16) AMERICAN LEADERSHIP FORUM MOUNTAIN VALLEY CHAPTER
1601 RESPONSE ROAD SUITE 350
SACRAMENTO,CA95815 		91-1792774 501(C)(3) 7,500 0     SPONSORSHIP AMERICAN LEADERSHIP FORUM LOCAL LEADERSHIP EDUCATION PROGRAM
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
14
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: WHA'S MANAGEMENT TEAM EVALUATES POTENTIAL DONATIONS TO OUTSIDE ORGANIZATIONS TAKING INTO ACCOUNT HOW THE OUTSIDE ORGANIZATION ALIGNS WITH WHA'S MISSION. GRANT RECIPIENTS ARE TYPICALLY WELL-KNOWN ORGANIZATIONS WITH A STRONG REPUTATION FOR DOING GOOD WITHIN THE COMMUNITY. GRANTS ARE MADE FOR GENERAL SUPPORT OR SPECIFIC PROJECTS THAT FURTHER THE OUTSIDE ORGANIZATION'S MISSION OF BENEFITING THE COMMUNITY. GRANTS ARE MADE AFTER REVIEW OF A WRITTEN APPLICATION, REVIEWED BY THE GRANT COMMITTEE AND WRITTEN AGREEMENT WITH WHA.
Schedule I (Form 990) 2023



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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
WESTERN HEALTH ADVANTAGE
 
Employer identification number

68-0393304
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
No
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1GARRY MAISEL
CHIEF EXECUTIVE OFFICER/PRESIDENT 		(i)

(ii)		 893,457
-------------
0 		126,057
-------------
0 		132,991
-------------
0 		13,200
-------------
0 		24,532
-------------
0 		1,190,237
-------------
0 		0
-------------
0
2DR KHURAM ARIF - CHIEF
MEDICAL OFFR & CHIEF OPERATING OFFR 		(i)

(ii)		 440,087
-------------
0 		123,750
-------------
0 		10,677
-------------
0 		44,175
-------------
0 		29,911
-------------
0 		648,600
-------------
0 		0
-------------
0
3MARIETTE RUECKER
TREASURER AND CFO 		(i)

(ii)		 362,853
-------------
0 		164,312
-------------
0 		58,208
-------------
0 		46,920
-------------
0 		13,953
-------------
0 		646,246
-------------
0 		46,027
-------------
0
4JEFFREY CINCIARELLI
CHIEF SALES OFFICER 		(i)

(ii)		 349,338
-------------
0 		91,734
-------------
0 		59,248
-------------
0 		13,200
-------------
0 		19,488
-------------
0 		533,008
-------------
0 		0
-------------
0
5REBECCA DOWNING
CHIEF LEGAL OFFICER 		(i)

(ii)		 279,048
-------------
0 		77,550
-------------
0 		34,035
-------------
0 		36,466
-------------
0 		30,270
-------------
0 		457,369
-------------
0 		22,532
-------------
0
6GLENN HAMBURG
CHIEF INFORMATION OFFICER 		(i)

(ii)		 272,062
-------------
0 		67,620
-------------
0 		45,762
-------------
0 		34,362
-------------
0 		22,557
-------------
0 		442,363
-------------
0 		27,534
-------------
0
7FREDERICK HERON
CHIEF EXPERIENCE OFFICER 		(i)

(ii)		 263,156
-------------
0 		54,800
-------------
0 		43,798
-------------
0 		32,928
-------------
0 		30,028
-------------
0 		424,710
-------------
0 		23,806
-------------
0
8MARY INGRAM
ACTUARIAL SERVICES DIRECTO 		(i)

(ii)		 231,640
-------------
0 		20,658
-------------
0 		9,933
-------------
0 		10,491
-------------
0 		24,687
-------------
0 		297,409
-------------
0 		0
-------------
0
9ELIZABETH HARGETT
SALES DIRECTOR 		(i)

(ii)		 184,651
-------------
0 		17,122
-------------
0 		17,156
-------------
0 		8,945
-------------
0 		30,032
-------------
0 		257,906
-------------
0 		0
-------------
0
10PAMELA HAMBURG
SYSTEMS CONTRACT DIRECTOR 		(i)

(ii)		 197,287
-------------
0 		17,428
-------------
0 		3,649
-------------
0 		8,620
-------------
0 		26,991
-------------
0 		253,975
-------------
0 		0
-------------
0
11AMARJOT KIRAN BIRING
PHARMACY DIRECTOR 		(i)

(ii)		 207,849
-------------
0 		18,768
-------------
0 		817
-------------
0 		9,120
-------------
0 		2,104
-------------
0 		238,658
-------------
0 		0
-------------
0
12THOMAS LEON
SOLUTIONS DELIVERY DIRECTOR 		(i)

(ii)		 186,637
-------------
0 		17,041
-------------
0 		8,771
-------------
0 		8,438
-------------
0 		10,496
-------------
0 		231,383
-------------
0 		0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A SPOUSAL TRAVEL FOR PURPOSES OF ATTENDING A BUSINESS EVENT WAS PROVIDED TO THE SPOUSES ACCOMPANYING 4 PERSONS LISTED ON FORM 990, PART VII, SECTION A. THE ATTENDANCE OF THE SPOUSES WAS INCLUDED AS TAXABLE INCOME. WHA PAID $180 EACH FOR YEARLY HEALTH CLUB DUES FOR TWO OFFICERS, FOUR KEY EMPLOYEES, AND THREE HIGHEST COMPENSATED EMPLOYEES LISTED ON FORM 990 PART VII. THESE AMOUNTS HAVE BEEN INCLUDED AS TAXABLE BENEFITS ON THE EMPLOYEES' W-2S.
PART I, LINE 4B THE ORGANIZATION HAS A 457(F) PLAN WHEREBY PARTICIPANTS VEST AFTER 5 YEARS, WITH IMMEDIATE VESTING UPON AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT CAUSE. THE FOLLOWING INDIVIDUALS PARTICIPATE IN THE 457(F) PLAN IN THE 2023 CALENDAR YEAR: MARIETTE RUECKER, RECEIVING A CONTRIBUTION OF $33,720, DISTRIBUTIONS OF $46,027 KHURAM ARIF, RECEIVING A CONTRIBUTION OF $44,175, NO DISTRIBUTION REBECCA DOWNING, RECEIVING A CONTRIBUTION OF $23,885, DISTRIBUTIONS OF $22,532 GLENN HAMBURG, RECEIVING A CONTRIBUTION OF $21,162, DISTRIBUTIONS OF $27,534 FREDERICK HERON, RECEIVING A CONTRIBUTION OF $19,728, DISTRIBUTIONS OF $23,806 JEFFREY CINCIARELLI RECEIVED $31,960, CONTRIBUTION, DISTRIBUTION OF $31,960 GARRY MAISEL RECEIVED $89,446, CONTRIBUTION, DISTRIBUTION OF $89,446
PART I, LINE 7 BONUSES/INCENTIVES ARE BASED ON AN INDIVIDUAL'S PERFORMANCE AND ARE DISCRETIONARY BASED ON MEETING ESTABLISHED GOALS.
Schedule J (Form 990) 2023

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)

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.
 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
WESTERN HEALTH ADVANTAGE
 
Employer identification number

68-0393304
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 6 DIGNITY COMMUNITY CARE AND NORTHBAY HEALTHCARE GROUP ARE MEMBERS OF WESTERN HEALTH ADVANTAGE.
FORM 990, PART VI, SECTION A, LINE 7A WHA IS A COMMUNITY HEALTH PLAN CONTROLLED BY ITS TWO MEMBERS, BOTH OF WHICH ARE HEALTH SYSTEMS TAX EXEMPT UNDER 501(C)(3). THE MEMBER HEALTH SYSTEMS CONTROL THE APPOINTMENT OF SIX OUT OF EIGHT MEMBERS TO THE BOARD OF DIRECTORS OF WHA, WITH THE SEVENTH MEMBER BEING ELECTED BY A MAJORITY OF THE OTHER DIRECTORS AND THE EIGHTH MEMBER BEING THE PRESIDENT SERVING ON THE BOARD EX OFICIO.
FORM 990, PART VI, SECTION A, LINE 7B DIGNITY COMMUNITY CARE AND NORTHBAY HEALTHCARE GROUP RETAIN THE APPROVAL RIGHTS AFFORDED MEMBERS FOR CERTAIN SIGNIFICANT TRANSACTIONS (E.G. CHANGE IN BYLAWS).
FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE THE RETURN IS FILED. THE ORGANIZATION'S CFO AND FINANCE DIRECTOR WORK CLOSELY WITH AN OUTSIDE ACCOUNTING FIRM TO PREPARE AND REVIEW THE RETURN. A COMPLETE COPY OF FORM 990 IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE ORGANIZATION DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES WHICH THE BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES COMPLETE AND RETURN. THE CHIEF LEGAL OFFICER OF THE ORGANIZATION REVIEWS THE RETURNED FORMS FOR COMPLIANCE. IF A CONFLICT IS REPORTED IT WOULD BE HANDLED IN ACCORDANCE WITH THE CONFLICTS OF INTEREST POLICY, WHICH REQUIRES INDIVIDUALS WITH A POTENTIAL CONFLICT TO RECUSE THEMSELVES FROM THE BOARD'S DELIBERATIONS ON THE ISSUE OF CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND AUTHORIZES THE CEO TO APPROVE COMPENSATION OF THE OTHER CHIEF LEVEL EMPLOYEES WITH THE CAVEAT THAT ALL COMPENSATION OF THE CHIEF LEVEL EMPLOYEES MUST BE WITHIN THE RECOMMENDATIONS OF THE INDEPENDENT COMPENSATION REPORT. A WRITTEN POLICY REQUIRES THAT THE BOARD DETERMINE THAT COMPENSATION IS REASONABLE TO WHA 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. THE BOARD MUST ALSO MAKE A FINDING THAT COMPENSATION TO THE CEO AND CFO IS JUST AND REASONABLE. ANY MEMBERS OF THE BOARD WHO HAVE A CONFLICT CANNOT BE INCLUDED IN THE DECISION MAKING.
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 CAPITATION EXPENSE: PROGRAM SERVICE EXPENSES 588,757,593. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 588,757,593. CLAIMS EXPENSE: PROGRAM SERVICE EXPENSES 124,295,320. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 124,295,320. MEDICAL ADMINISTRATION: PROGRAM SERVICE EXPENSES 14,362,863. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,362,863.
FORM 990, PART XI, LINE 9: UNREALIZED LOSS FROM 457(F) PLAN 124,280. UNRELATED BUSINESS INCOME -57,122.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
WESTERN HEALTH ADVANTAGE
 
Employer identification number

68-0393304
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) WESTERN HEALTH ADVANTAGE COMMUNITY

2349 GATEWAY OAKS FRNE SUITE 100
SACRAMENTO,CA95833
87-0748090 		INACTIVE CA  
C     100.000 % Yes  












Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2023

Additional Data


Software ID:  
Software Version: