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← CALIFORNIA HEALTHCARE FOUNDATION

Form 990 for tax year 2023

Filed by CALIFORNIA HEALTHCARE FOUNDATION.

Totals

Total revenue
$26,781,051
Total expenses
$67,790,354
Contributions and grants received
$0
Grants paid
$42,538,758
Program service revenue
$601,924
Investment income
$25,353,461
Other revenue
$825,666
Total assets, end of year
$806,876,271
Total liabilities, end of year
$6,171,997
Net assets or fund balances, end of year
$800,704,274
Program services expenses (Part IX)
$57,984,437
Management and general expenses
$9,805,917
Fundraising expenses
$0
Program service expenses (Part III)
$57,984,437

Program services were 85.5% 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
    $33,000
    From this org
    $33,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • AUGUSTINOS NICHOLAS

    BOARD MEMBER

    Total calculated
    $34,000
    From this org
    $34,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • CARLISLE DAVID MURRAY

    BOARD MEMBER

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • ESCOBAR ZOILA DALIA

    BOARD MEMBER

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

  • GIBBONEY ELIZABETH

    BOARD MEMBER

    Total calculated
    $17,500
    From this org
    $17,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • JONES MARC E

    BOARD MEMBER (TERM ENDED IN 2023)

    Total calculated
    $9,750
    From this org
    $9,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • LINDSAY MELVIN

    BOARD MEMBER

    Total calculated
    $28,250
    From this org
    $28,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • NGUYEN LUONG

    BOARD MEMBER

    Total calculated
    $25,250
    From this org
    $25,250
    From related orgs
    $0
    Other
    $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
    $33,000
    From this org
    $33,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • REYES CAROLYN

    BOARD MEMBER

    Total calculated
    $43,000
    From this org
    $43,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • HERNANDEZ SANDRA

    PRESIDENT & C.E.O

    Total calculated
    $850,326
    From this org
    $734,565
    From related orgs
    $0
    Other
    $115,761
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $733,365
    Bonus
    $0
    Other
    $1,200
    Deferred
    $59,850
    Nontaxable benefits
    $55,911
    Filer's total
    $850,326

  • KIM TIE

    VP OF FIN ADMIN & INVESTS/TREAS

    Total calculated
    $503,035
    From this org
    $395,953
    From related orgs
    $0
    Other
    $107,082
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $394,153
    Bonus
    $0
    Other
    $1,800
    Deferred
    $59,850
    Nontaxable benefits
    $47,232
    Filer's total
    $503,035

  • CARTER KARA

    SR VP PROGRAMS & SECRETARY

    Total calculated
    $567,953
    From this org
    $479,893
    From related orgs
    $0
    Other
    $88,060
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $478,543
    Bonus
    $0
    Other
    $1,350
    Deferred
    $56,100
    Nontaxable benefits
    $31,960
    Filer's total
    $567,953

  • BUCKLEY MELISSA

    PROGRAM DIRECTOR OF INNOVATIONS

    Total calculated
    $442,000
    From this org
    $327,265
    From related orgs
    $0
    Other
    $114,735
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $321,065
    Bonus
    $5,000
    Other
    $1,200
    Deferred
    $58,020
    Nontaxable benefits
    $56,715
    Filer's total
    $442,000

  • SCHNEIDERMANN MICHELLE

    PRG DIR-ADVANCING PEOPLE CNTR'D CARE

    Total calculated
    $386,777
    From this org
    $326,009
    From related orgs
    $0
    Other
    $60,768
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $318,309
    Bonus
    $5,000
    Other
    $2,700
    Deferred
    $57,444
    Nontaxable benefits
    $3,324
    Filer's total
    $386,777

  • PERRONE CHRISTOPHER

    PROGRAM DIRECTOR OF IMPROVING ACCESS

    Total calculated
    $418,086
    From this org
    $309,271
    From related orgs
    $0
    Other
    $108,815
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $302,921
    Bonus
    $5,000
    Other
    $1,350
    Deferred
    $55,092
    Nontaxable benefits
    $53,723
    Filer's total
    $418,086

  • READER CHARLES

    CHIEF TALENT OFFICER

    Total calculated
    $370,793
    From this org
    $314,174
    From related orgs
    $0
    Other
    $56,619
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $312,674
    Bonus
    $0
    Other
    $1,500
    Deferred
    $43,848
    Nontaxable benefits
    $12,771
    Filer's total
    $370,793

  • STREMIKIS KRISTOF

    PRG DIR OF MKT ANALYSIS & INSIGHT

    Total calculated
    $371,472
    From this org
    $304,962
    From related orgs
    $0
    Other
    $66,510
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $298,162
    Bonus
    $5,000
    Other
    $1,800
    Deferred
    $53,318
    Nontaxable benefits
    $13,192
    Filer's total
    $371,472

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, and on a Form 990-PF Part VIII's — 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 THREE ITEMS REPORTED IN THIS COLUMN: 1. PAYMENTS TO 8 EMPLOYEES FOR CELL PHONES ALLOWANCE ($9,600). 2. PAYMENTS TO 6 EMPLOYEES FOR PARTICIPATION IN THE FOUNDATION'S WELLNESS PROGRAM ($2,100). 3. MEDICAL WAIVER TO 1 EMPLOYEE ($1,200).
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

    $2,956,867

    MATERNAL INFANT HEALTH ASSESSMENT: UNDERSTANDING AND MONITORING PERINATAL MENTAL HEALTH.; PATIENTS FOR PRIMARY CARE; NURSING ADVISING RESOURCES; CONNECTED CARE ACCELERATOR DATA COLLECTION EXTENSION; CALIFORNIA HEALTH WORKFORCE DATA GAPS; OPTIMIZING THE PRIMARY CARE TEAM WORKFORCE: PHASE I PLANNING; CONNECTED CARE ACCELERATOR EQUITY COLLABORATIVE; DISSEMINATION OF E-LEARNING MODULE FOR THE TREATMENT OF DEPRESSION IN PRIMARY CARE SAFETY NET SETTINGS; PLANNING PROJECT: EVALUATION FRAMEWORK FOR CALIFORNIA STATE AGENCIES; UNDERSTANDING THE IMPACT OF AB890: SETTING THE BASELINE; BEME OUTCOMES EVALUATION; EXAMINING CALIFORNIAS MIDWIFERY WORKFORCE AND THE POTENTIAL IMPACT OF REGULATORY CHANGES; TELEHEALTH EVIDENCE REVIEW; CALAIM COUNTY HEALTH IT GAP ASSESSMENT; CALIFORNIA PHYSICIAN ALMANAC 2023-2024; ESTABLISHING A PHARMTECH TO PHARMD PROGRAM FOR THE SAN JOAQUIN VALLEY; DIGITAL NAVIGATION LANDSCAPE ASSESSMENT; DIGGING INTO THE DATA - SUPPORTING FURTHER ANALYSIS OF DATA FROM THE STATEWIDE STUD

  • COMMUNITY PARTNERS

    $2,561,869

    FOUNDATION EVALUATION DIRECTORS MEETING AT GEO; MATERNAL MENTAL HEALTH NOW'S 2023-24 PERINATAL MENTAL HEALTH CONFERENCES; PERINATAL MENTAL HEALTH TRAININGS FOR LOS ANGELES COUNTY'S SAFETY NET PROVIDERS; IMPROVING QUALITY AND REDUCING DISPARITIES FOR MEDI-CAL POPULATIONS IN SOUTHERN CALIFORNIA'S HIDDEN SAFETY NET

  • KFF

    $1,964,000

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

  • UNIVERSITY OF WASHINGTON

    $1,500,000

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

  • CENTER FOR HEALTH CARE STRATEGIES INC

    $1,004,491

    PREPARING FOR APM 2.0: AN IMPLEMENTATION GUIDE FOR CALIFORNIAS HEALTH CENTERS; DISSEMINATION OF THE ALTERNATIVE PAYMENT METHODOLOGY IMPLEMENTATION TOOLKIT; INCORPORATING COMMUNITY-BASED ORGANIZATIONS IN MEDICAID INITIATIVES THAT ADDRESS HEALTH-RELATED SOCIAL NEEDS: EARLY STATE APPROACHES; ENVIRONMENTAL SCAN: IMPLICATIONS OF USING COST/UTILIZATION TO IDENTIFY POPULATIONS OF FOCUS; DESIGN OF A LEARNING COLLABORATIVE FOR MEDI-CAL PLANS ON MEMBER ADVISORY COMMITTEES; INSTITUTIONAL LONG-TERM CARE CARVE-IN EARLY IMPLEMENTATION: MEDI-CAL MANAGED CARE PLAN LEARNING COLLABORATIVE; LEARNING FROM THE EVIDENCE TO INFORM CALAIM IMPLEMENTATION IMPACTING SENIORS AND PEOPLE WITH DISABILITIES; EARLY IMPLEMENTATION OF ECM AND CS FOR ADULTS WITH BEHAVIORAL HEALTH CONDITIONS; HEALTH AND RE-ENTRY 101 BRIEF FOR HEALTH CARE STAKEHOLDERS; SUPPORTING RECUPERATIVE CARE IN RURAL AREAS; EXPLORING OPPORTUNITIES AND APPETITE TO ADDRESS DIRECT CARE WORKFORCE SHORTAGE AND NEEDS; MEDI-CAL ENROLLEE ADVISORY COMM

  • MATHEMATICA INC

    $723,747

    OPTIMIZING THE PRIMARY CARE TEAM WORKFORCE IN CALIFORNIA; HEALTH EQUITY & PRIMARY CARE: EVIDENCE AND OPPORTUNITIES FOR ACTION; TRAINING AND PRACTICE RECOMMENDATIONS TO GROW AND SUPPORT DIVERSE NURSING AND MEDICAL WORKFORCES IN CALIFORNIA; OPTIMIZING THE PRIMARY CARE TEAM WORKFORCE IN CALIFORNIA-PHASE 2; PRIMARY CARE POLICY TO ADVANCE HEALTH EQUITY: CALIFORNIA SUMMIT 2023; USING EVIDENCE TO INFORM CALIFORNIA HEALTH WORKFORCE POLICY

  • EVITARUS INC

    $679,313

    CONSULTATION: POLICY OPPORTUNITIES AND COMMUNITY PARTNERSHIPS; OPINION RESEARCH AMONG BLACK MEN IN CALIFORNIA; LISTENING TO BLACK CALIFORNIANS PHASE II: ANALYSIS, PUBLICATION REVIEW, & DISSEMINATION; PLANNING GRANT: CALAIM ENROLLEE LISTENING; BIRTHRIGHT PODCAST IMPACT RESEARCH IMPROVING BIRTHING OUTCOMES FOR BLACK BIRTHING PEOPLE; CALAIM ENROLLEE LISTENING: PHASE II; CALAIM ENROLLEE LISTENING: PHASE 1

  • UNIVERSITY OF SOUTHERN CALIFORNIA OFFICE OF RESEARCH

    $668,682

    5TH ANNUAL CALIFORNIA STREET MEDICINE SYMPOSIUM; SUPPORTING THE LORI YEARWOOD FUND FOR REPORTING ON PEOPLE EXPERIENCING HOMELESSNESS; NARRATIVE CHANGE: ACCURATE DEPICTIONS OF SYSTEMIC RACISM AND ITS EFFECT ON BLACK PATIENTS AND PROVIDERS; DEVELOPING A TOOL TO INFORM INVESTMENTS IN NARRATIVE CHANGE THROUGH SCRIPTED ENTERTAINMENT; USC HEALTH DATA JOURNALISM FELLOWSHIP TRAINING; ETHNIC MEDIA HEALTH REPORTING COLLABORATIVE

  • CALIFORNIA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS

    $665,000

    SUPPORT FOR SACRAMENTO COUNTY BEHAVIORAL HEALTH EQUITY TRAINING; EQUITY & ENGAGEMENT IN SPECIALTY BEHAVIORAL TELEHEALTH

  • TIDES CENTER

    $627,104

    BUILDING HEALTHY COMMUNITIES; PLANNING GRANT: MCP CALAIM COMMUNITY OF PRACTICE; TECH HUBS 2022; HEALING OUR HOMELESSNESS WORKFORCE; 2023 LATINX HEALTH POLICY SUMMIT REGENERACION; CALAIM IMPLEMENTATION SHARE & LEARN, 2023; TECH HUBS 2023; WOMEN OF COLOR LEADSTRONG FELLOWSHIP; CONNECTED CARE ACCELERATOR: PHASE 2

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

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • OAC PROPERTIES LLC

    RENTAL PROPERTY · CA · income $825,666 · assets $45,979,283

    Directly controlled by CALIFORNIA HEALTHCARE FOUNDATION

Related partnerships

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

  • MAKENA FIXED INCOME FUND LP

    EXCLUDED · INVESTMENT · DE · 94.69% owned · share of income $6,681,910 · share of assets $90,492,672

    Directly controlled by CALIFORNIA HEALTHCARE FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
15 January 2025
IRS schema version
2023v6.0
Source object
202510159349303021

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

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