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Nonprofiteer
← CALIFORNIA HEALTHCARE FOUNDATION

Form 990 for tax year 2022

Filed by CALIFORNIA HEALTHCARE FOUNDATION.

Totals

Total revenue
$17,643,651
Total expenses
$64,588,242
Contributions and grants received
$0
Grants paid
$41,648,168
Program services expenses (Part IX)
$56,222,325
Management and general expenses
$8,365,917
Fundraising expenses
$0
Program service expenses (Part III)
$56,222,325

Program services were 87.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AGUILAR-GAXIOLA SERGIO A

    BOARD MEMBER

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • AUGUSTINOS NICHOLAS

    BOARD MEMBER

    Total calculated
    $31,000
    From this org
    $31,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • CARLISLE DAVID MURRAY

    BOARD MEMBER

    Total calculated
    $29,000
    From this org
    $29,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • ESCOBAR ZOILA DALIA

    BOARD MEMBER

    Total calculated
    $26,000
    From this org
    $26,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • GIBBONEY ELIZABETH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • GROSS DANIEL L

    BOARD MEMBER (TERM ENDED FY 22-23)

    Total calculated
    $10,750
    From this org
    $10,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • JONES MARC E

    BOARD MEMBER (TERM ENDED FY 22-23)

    Total calculated
    $32,000
    From this org
    $32,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • LINDSAY MELVIN

    BOARD MEMBER (TERM STARTED FY 22-23)

    Total calculated
    $0
    Hours/week
    3

  • NGUYEN LOUIE

    BOARD MEMBER (TERM STARTED FY 22-23)

    Total calculated
    $0
    Hours/week
    3

  • O'KEEFE LYNNE CHOU

    BOARD MEMBER

    Total calculated
    $29,000
    From this org
    $29,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • LARET MARK

    BOARD MEMBER

    Total calculated
    $23,250
    From this org
    $23,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • REYES CAROLYN

    BOARD MEMBER

    Total calculated
    $39,000
    From this org
    $39,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • HERNANDEZ SANDRA

    PRESIDENT & C.E.O

    Total calculated
    $807,220
    From this org
    $701,867
    From related orgs
    $0
    Other
    $105,353
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $700,802
    Bonus
    $0
    Other
    $1,065
    Deferred
    $55,100
    Nontaxable benefits
    $50,253
    Filer's total
    $807,220

  • ZIEGLER CRAIG

    VP FIN-ADM-INV/SEC&TRS(TILL 5/16/22)

    Total calculated
    $565,028
    From this org
    $505,210
    From related orgs
    $0
    Other
    $59,818
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $200,148
    Bonus
    $0
    Other
    $305,062
    Deferred
    $38,364
    Nontaxable benefits
    $21,454
    Filer's total
    $565,028

  • KIM TIE

    VP FIN-ADM-INV/TREAS (EFF. 5/16/22)

    Total calculated
    $321,400
    From this org
    $257,713
    From related orgs
    $0
    Other
    $63,687
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $256,913
    Bonus
    $0
    Other
    $800
    Deferred
    $36,650
    Nontaxable benefits
    $27,037
    Filer's total
    $321,400

  • CARTER KARA

    SR VP PGRMS & SEC.(SEC. EFF 5/16/22)

    Total calculated
    $498,315
    From this org
    $423,157
    From related orgs
    $0
    Other
    $75,158
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $421,792
    Bonus
    $0
    Other
    $1,365
    Deferred
    $47,885
    Nontaxable benefits
    $27,273
    Filer's total
    $498,315

  • BUCKLEY MELISSA

    PROGRAM DIRECTOR OF INNOVATIONS

    Total calculated
    $410,201
    From this org
    $307,411
    From related orgs
    $0
    Other
    $102,790
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $306,346
    Bonus
    $0
    Other
    $1,065
    Deferred
    $55,100
    Nontaxable benefits
    $47,690
    Filer's total
    $410,201

  • SCHNEIDERMANN MICHELLE

    PRG DIR-ADVANCING PEOPLE CNTR'D CARE

    Total calculated
    $362,938
    From this org
    $302,901
    From related orgs
    $0
    Other
    $60,037
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $300,186
    Bonus
    $0
    Other
    $2,715
    Deferred
    $55,100
    Nontaxable benefits
    $4,937
    Filer's total
    $362,938

  • PERRONE CHRISTOPHER

    PROGRAM DIRECTOR OF IMPROVING ACCESS

    Total calculated
    $370,232
    From this org
    $296,795
    From related orgs
    $0
    Other
    $73,437
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $294,579
    Bonus
    $0
    Other
    $2,216
    Deferred
    $54,167
    Nontaxable benefits
    $19,270
    Filer's total
    $370,232

  • READER CHARLES

    CHIEF TALENT OFFICER

    Total calculated
    $336,138
    From this org
    $290,059
    From related orgs
    $0
    Other
    $46,079
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $288,694
    Bonus
    $0
    Other
    $1,365
    Deferred
    $33,678
    Nontaxable benefits
    $12,401
    Filer's total
    $336,138

  • SHEWRY SANDRA

    VP OF EXTERNAL ENGAGEMENT

    Total calculated
    $353,017
    From this org
    $315,543
    From related orgs
    $0
    Other
    $37,474
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $181,138
    Bonus
    $0
    Other
    $134,405
    Deferred
    $34,327
    Nontaxable benefits
    $3,147
    Filer's total
    $353,017

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART II COLUMN (B)(III), OTHER REPORTABLE COMPENSATION:
THERE ARE FOUR ITEMS REPORTED IN THIS COLUMN: 1. PAYMENTS TO 9 EMPLOYEES FOR CELL PHONES ALLOWANCE ($8,170). 2. PAYMENTS TO 3 EMPLOYEES FOR PARTICIPATION IN THE FOUNDATION'S WELLNESS PROGRAM ($1,050). 3. EXCESS SECTION 415 RETIREMENT CONTRIBUTIONS PAID IN CASH TO 2 EMPLOYEES ($3,351). 4. MEDICAL WAIVER TO 2 EMPLOYEES ($1,850). 5. 457(B) PLAN DISTRIBUTIONS TO 2 EMPLOYEES ($435,637).
PART II COLUMN (C), RETIREMENT AND OTHER DEFERRED COMPENSATION:
THE FOUNDATION HOSTS A 401(K) RETIREMENT PLAN FOR ALL EMPLOYEES WHICH HAS BASE EMPLOYER CONTRIBUTIONS, AN EMPLOYER MATCHING COMPONENT, AND EMPLOYEE CONTRIBUTIONS. FIGURES REPORTED IN THIS COLUMN ARE THE 401(K) MATCH AND EMPLOYER CONTRIBUTIONS ONLY.
PART II COLUMN (D), NONTAXABLE BENEFITS:
FIGURES REPORTED IN THIS COLUMN INCLUDE HEALTH AND WELFARE BENEFITS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • UNIVERSITY OF CALIFORNIA SAN FRANCISCO

    $2,321,573

    SEE PART IV

  • HENRY J KAISER FAMILY FOUNDATION

    $1,834,771

    SUPPORT FOR CALIFORNIA HEALTHLINE, 2021-2022; EMPLOYER HEALTH BENEFITS SURVEY, 2022; CALIFORNIA HEALTHLINE RENEWAL: 2023-25

  • COMMUNITY PARTNERS

    $1,754,417

    IDREAM FOR RACIAL HEALTH EQUITY TABLE SPONSOR, 2023.; PILOT WITH MATERNAL MENTAL HEALTH NOW (MMHN) TO IMPROVE LOS ANGELES COUNTY'S PERINATAL MENTAL HEALTH COMMUNITY RESOURCE DIRECTORY; DEVELOPING SOUTHERN CALIFORNIA PARTNERS: BUILDING PROGRAM OFFICE RESOURCES FOR THE FUTURE; PERINATAL MENTAL HEALTH TRAININGS FOR LOS ANGELES COUNTY'S SAFETY NET PROVIDERS; IDREAM'S PILOT TO SUPPORT BLACK MATERNAL HEALTH COMMUNITY MENTORS; IMPROVING QUALITY AND REDUCING DISPARITIES FOR MEDI-CAL POPULATIONS IN SOUTHERN CALIFORNIA'S HIDDEN SAFETY NET

  • CALIFORNIA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS

    $1,715,000

    EQUITY & ENGAGEMENT IN SPECIALTY BEHAVIORAL TELEHEALTH; STIPENDS FOR PARTICIPANT CLINICS & COMMUNITY BASED ORGANIZATIONS

  • TIDES CENTER

    $1,566,857

    LATINX HEALTH POLICY SUMMIT, 2022; CONSUMER ADVOCATE: CORE SUPPORT FOR LATINO COALITION FOR A HEALTHY CALIFORNIA THROUGH 2024; SUPPORT FOR THE CALIFORNIA COALITION FOR REPRODUCTIVE FREEDOM; 25TH ANNIVERSARY EVENT; ADVANCING BEHAVIORAL HEALTH EQUITY IN PRIMARY CARE LEARNING COLLABORATIVE; CONNECTED CARE ACCELERATOR TRANSITION & NEXT PHASE PREPARATION; TECH HUBS 2022; PLANNING FOR A BAY AREA HEALTHCARE AND HOUSING CONVENING SERIES; TECH HUBS 2023

  • UNIVERSITY OF CALIFORNIA LOS ANGELES

    $1,036,680

    ACTING TO REDUCE VARIATION IN UTILIZATION; EVALUATING CROSS-SECTOR IMPACTS OF THE DRUG MEDI-CAL ORGANIZED DELIVERY SYSTEM WAIVER IN LOS ANGELES COUNTY; CALIFORNIA HEALTH EQUITY CHALLENGE, II; CALHOPE PHASE 1 EVALUATION OF WEBSITE USE; STATEWIDE ANALYSIS OF END-OF-LIFE METRICS AMONG MEDI-CAL DECEDENTS; MEASURING DISPARITIES IN USE OF TELEHEALTH FOR CHRONIC CARE MANAGEMENT DUE TO COVID-19; TRACKING COVERAGE, ACCESS, AND HEALTH: CALIFORNIA HEALTH INTERVIEW SURVEY, 2021-2022; CALIFORNIA HEALTH INTERVIEW SURVEY, 2023-2024

  • CENTER FOR HEALTH CARE STRATEGIES INC

    $947,405

    SEE PART IV

  • UNIVERSITY OF WASHINGTON

    $944,956

    IMPLEMENTING COLLABORATIVE CARE TO ADDRESS PERINATAL MENTAL HEALTH IN LA COUNTY COMMUNITY CLINICS; IMPLEMENTING COLLABORATIVE CARE TO SUPPORT MATERNAL MENTAL HEALTH IN LA COMMUNITY CLINICS (YEARS 2-5)

  • MATHEMATICA INC

    $812,506

    IMPROVING MEDI-CAL PRESUMPTIVE ELIGIBILITY: CALIFORNIA PROVIDER RESEARCH AND OTHER STATES BEST PRACTICES; USING EVIDENCE TO INFORM CALIFORNIA HEALTH WORKFORCE POLICY: PLANNING GRANT; USING EVIDENCE TO INFORM CALIFORNIA HEALTH WORKFORCE POLICY; CASE STUDIES OF STATE COLLABORATIONS WITH HEALTH WORKFORCE CENTERS; HEALTH EQUITY & PRIMARY CARE: EVIDENCE AND OPPORTUNITIES FOR ACTION; STATE-OF-THE-STATE: PRIMARY CARE AND HEALTH EQUITY, CALIFORNIA, 2022; UNDERSTANDING UNIVERSITY OF CALIFORNIA PROGRAMS IN MEDICAL EDUCATION (PRIME); PRIMARY CARE POLICY TO ADVANCE HEALTH EQUITY: CALIFORNIA SUMMIT 2023

  • CALIFORNIA PAN-ETHNIC HEALTH NETWORK

    $714,022

    CPEHN 30TH ANNIVERSARY VOICE FOR CHANGE CONFERENCE SPONSORSHIP; ADVANCING MENTAL HEALTH EQUITY IN MEDI-CAL; ADVANCING EQUITY, HEALTH AND SAFETY IN LOCAL COMMUNITIES; HEALTH EQUITY POLICY LANDSCAPE ASSESSMENT PROJECT; COMMUNITY HEALTH WORKER AND PROMOTORES POLICY COALITION; SUBJECT MATTER EXPERT STIPEND - CALIFORNIA MEDI-CAL PHMI EVALUATION DESIGN; ADVANCING MENTAL HEALTH EQUITY IN MEDI-CAL: RENEWAL; PRIMARY CARE INVESTMENT COORDINATING GROUP

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
15 February 2024
IRS schema version
2022v5.0
Source object
202420439349302002

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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