Form 990 for tax year 2022

Revenue

Part VIII, the statement of revenue.

• 1d · Related organizations

  $5,527,686

• 1e · Government grants (contributions)

  $339,071

• 1f · All other contributions, gifts and grants

  $12,807,560

• 1g · Noncash contributions included above

  $4,224,512

• 3 · Investment income

  total $5,918,008 · excluded $5,918,008

• 7a · Gross sales of assets other than inventory

  securities $6,492,146 · other assets $9,525

• 7b · Less cost or other basis and sales expenses

  securities $1,267,882 · other assets $2,645

• 7c · Gain or loss

  securities $5,224,264 · other assets $6,880

• 7d · Net gain or loss

  total $5,231,144 · excluded $5,231,144

• 10a · Gross sales of inventory

  $735,319

• 10b · Cost of goods sold

  $446,174

• 10c · Net income from sales of inventory

  total $289,145 · excluded $289,145

• 11a · Other revenue: AUXILIARY REVENUE

  total $80,450 · excluded $80,450

• 11b · Other revenue: MISCELLANEOUS REVENUE

  total $5,882 · excluded $5,882

• 11e · Other revenue, total

  $86,332

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $10,251,278 · program services $10,251,278

• 2 · Grants to domestic individuals

  total $619,039 · program services $619,039

• 7 · Other salaries and wages

  total $2,308,622 · program services $414,722 · management and general $569,843 · fundraising $1,324,057

• 8 · Pension plan contributions

  total $297,020 · program services $53,357 · management and general $73,314 · fundraising $170,349

• 9 · Other employee benefits

  total $806,834 · program services $144,940 · management and general $199,153 · fundraising $462,741

• 10 · Payroll taxes

  total $149,024 · program services $26,771 · management and general $36,784 · fundraising $85,469

• 11b · Fees: legal

  total $7,464 · program services $3,036 · management and general $3,384 · fundraising $1,044

• 11c · Fees: accounting

  total $32,549 · program services $13,239 · management and general $14,757 · fundraising $4,553

• 11f · Fees: investment management

  total $1,341,644 · program services $670,822 · management and general $670,822

• 11g · Fees: other

  total $501,670 · program services $330,594 · management and general $33,585 · fundraising $137,491

• 12 · Advertising and promotion

  total $17,281 · program services $2,865 · management and general $5,813 · fundraising $8,603

• 14 · Information technology

  total $98,747 · program services $19,933 · management and general $19,150 · fundraising $59,664

• 16 · Occupancy

  total $241,087 · program services $112,688 · management and general $28,970 · fundraising $99,429

• 22 · Depreciation, depletion and amortization

  total $32,044 · program services $15,703 · management and general $3,649 · fundraising $12,692

• 24a · Other expenses: NON-MEDICAL SUPPLIES

  total $78,190 · program services $49,649 · management and general $5,756 · fundraising $22,785

• 24e · All other expenses

  total $567,385 · program services $107,179 · management and general $124,501 · fundraising $335,705

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $10,938,421 · end of year $10,302,890

• 2 · Savings and temporary cash investments

  beginning of year $34,397 · end of year $3,816

• 3 · Pledges and grants receivable

  beginning of year $6,023,486 · end of year $4,723,442

• 4 · Accounts receivable

  beginning of year $33,308 · end of year $56,815

• 8 · Inventories for sale or use

  beginning of year $137,469 · end of year $173,369

• 9 · Prepaid expenses and deferred charges

  beginning of year $62,890 · end of year $28,819

• 10a · Land, buildings and equipment: cost or other basis

  $4,518,844

• 10b · Land, buildings and equipment: accumulated depreciation

  $573,547

• 10c · Land, buildings and equipment, net

  beginning of year $1,202,343 · end of year $3,945,297

• 11 · Investments: publicly traded securities

  beginning of year $167,713,678 · end of year $136,976,068

• 12 · Investments: other securities

  beginning of year $60,559,171 · end of year $70,362,535

• 15 · Other assets

  beginning of year $69,000 · end of year $2,633,900

• 17 · Accounts payable and accrued expenses

  beginning of year $408,406 · end of year $437,112

• 18 · Grants payable

  beginning of year $250,254 · end of year $422,000

• 25 · Other liabilities

  beginning of year $1,163,240 · end of year $1,287,232

• 27 · Net assets without donor restrictions

  beginning of year $20,697,665 · end of year $30,918,785

• 28 · Net assets with donor restrictions

  beginning of year $224,254,598 · end of year $196,141,822

The filer's explanations (Part III)

PART I, LINE 3

A RELATED ORGANIZATION HAS A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES THAT REVIEWS AND APPROVES THE OFFICERS' COMPENSATION. A CONSULTING FIRM IS ENGAGED TO PROVIDE COMPARABLE DATA.

PART I, LINE 4B

STEVEN PACKER PARTICIPATED IN A 457(F) PLAN AND NO PAYMENT WAS RECEIVED IN 2022.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

• CENTRAL COAST HEALTH CONNECT LLC

  HEALTH SERVICES · CA

• SAN CARLOS & 7TH LLC

  REAL ESTATE · CA

• MONTEREY BAY ENDOSCOPY CENTER LLC

  ENDOSCOPY CENTER · CA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

• CHARITABLE REMAINDER TRUSTS (6)

  T · HOLDING COMPANY · CA

• CYPRESS MEDICAL NETWORK INC

  C · INACTIVE · CA

• CENTRAL COAST COMMUNITY MUTUAL INSURANCE COMPANY

  C · INSURANCE · VT

• COASTAL TPA INC

  C · MEDICAL CLAIMS PROCESSING · CA

• COASTAL HEALTHCARE ADMINISTRATORS

  C · MEDICAL CLAIMS PROCESSING · CA

• BAY SERVICES INC

  C · SERVICES · CA