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Nonprofiteer
← CATALIGHT FOUNDATION

Form 990 for tax year 2022

Filed by CATALIGHT FOUNDATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 15 June 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$323,429,762
Total expenses
$312,153,997
Contributions and grants received
$91,082
Grants paid
$3,528,004
Program service revenue
$322,419,927
Investment income
$838,390
Other revenue
$80,363
Total assets, end of year
$151,072,674
Total liabilities, end of year
$72,367,427
Net assets or fund balances, end of year
$78,705,247
Program services expenses (Part IX)
$259,285,021
Management and general expenses
$52,868,976
Fundraising expenses
$0
Program service expenses (Part III)
$259,285,021

Program services were 83.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $91,082

  • 2a · Program service revenue: BHPN PROGRAM

    total $319,901,023 · related or exempt $319,901,023

  • 2b · Program service revenue: XOLV PROGRAM

    total $823,740 · related or exempt $823,740

  • 2c · Program service revenue: OTHER SUPPORT SERVICES

    total $1,695,164 · related or exempt $1,695,164

  • 3 · Investment income

    total $847,307 · excluded $847,307

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $80,317

  • 6c · Rental income or loss

    real property $80,317 · personal property $0

  • 6d · Net rental income or loss

    total $80,317 · excluded $80,317

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

    other assets -$8,917

  • 7c · Gain or loss

    other assets $8,917

  • 7d · Net gain or loss

    total -$8,917 · excluded -$8,917

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: OTHER INCOME

    total $46 · excluded $46

  • 11e · Other revenue, total

    $46

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,528,004 · program services $3,528,004

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $4,815,035 · program services $407,023 · management and general $4,408,012

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $34,557,564 · program services $12,091,567 · management and general $22,465,997

  • 8 · Pension plan contributions

    total $522,448 · program services $173,809 · management and general $348,639

  • 9 · Other employee benefits

    total $3,189,412 · program services $1,247,257 · management and general $1,942,155

  • 10 · Payroll taxes

    total $2,648,072 · program services $952,646 · management and general $1,695,426

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $5,341,213 · program services $422,784 · management and general $4,918,429

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $166,241 · program services $11,809 · management and general $154,432

  • 14 · Information technology

    total $5,800,179 · program services $974,271 · management and general $4,825,908

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $4,347,909 · program services $501,104 · management and general $3,846,805

  • 17 · Travel

    total $426,483 · program services $3,478 · management and general $423,005

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $6,393,851 · program services $98,939 · management and general $6,294,912

  • 23 · Insurance

    total $94,875 · management and general $94,875

  • 24a · Other expenses: PROVIDER SERVICE COST

    total $229,579,726 · program services $229,579,726 · management and general $0

  • 24b · Other expenses: PROGRAM OPERATING COST

    total $7,391,175 · program services $7,389,197 · management and general $1,978

  • 24c · Other expenses: COMMUNITY BENEFIT

    total $1,726,746 · program services $1,726,746 · management and general $0

  • 24d · Other expenses: RECRUITING

    total $1,092,142 · program services $141,935 · management and general $950,207

  • 24e · All other expenses

    total $532,922 · program services $34,726 · management and general $498,196

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,017 · end of year $43,609

  • 2 · Savings and temporary cash investments

    beginning of year $55,728,450 · end of year $63,318,401

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $28,565,362 · end of year $44,244,311

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $12,240,324 · end of year $9,668,404

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,440,887 · end of year $3,139,124

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

    $41,811,870

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

    $23,612,842

  • 10c · Land, buildings and equipment, net

    beginning of year $18,139,803 · end of year $18,199,028

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $639,553 · end of year $12,459,797

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,974,528 · end of year $38,540,983

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $19,654,785 · end of year $21,662,234

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $2,653,993 · end of year $12,164,210

  • 27 · Net assets without donor restrictions

    beginning of year $59,472,090 · end of year $78,705,247

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

Catalight is helping create a more equitable world so people with developmental disabilities can choose their path. We do this by breaking down barriers and biases, providing access to innovative individualized care services, clinical research and advocacy-all powered by intelligent technologies.

Activities or mission (Part I)

See schedule O

  • Although the pandemic began to mitigate in 2022, we continued to face a great deal of uncertainty related to climate change, political division and social strife. To support our team members to do their best work and manage their wellbeing needs, we expanded our benefits to include Lyra Health, a leading provider of mental health and wellbeing coaching. To ensure we lead through our values of bold, community-centered, equity-informed, and wellbeing-driven, we made a significant investment in inclusion and belonging learning experiences and programs meet.google.com/kta-wgaj-cqz formed employee resource groups to create greater equity and community and grew our engagement scores by 5%. We also added two new employee experience roles to our JEDI (justice, equity, diversity and inclusion) team to improve the way our people experience the organization helping pave the way for our employees to choose their own path.

  • Catalight formed and oversees Catalight Care Services (CCS). As one of the largest behavioral health networks in the U.S., CCS manages approximately 90 provider organizations with more than 5,000 practitioners supporting 12,000+ individuals and families with 3M behavioral health care hours annually. In 2022, CCS began providing diagnostic evaluations to help our largest funding partner ensure timely access to care, meeting strict regulatory requirements and member expectations. CCS has been able to expand in these ways as we invested in a research and clinical excellence team that is shaping new standards of care with person-centered treatment options that meet families where they are, serve more diverse diagnoses as parity laws came into effect and drive greater affordability. CCS was also awarded a continuation of CARF accreditation for network management. In 2022, we hired a Chief Revenue Officer to expand our impact and serve more individuals with autism and intellectual or developmental disabilities. Through this important business development work, we will enter new markets, create more access, drive quality outcomes with clinical innovation and make care more affordable. As part of this role, there will also be a greater focus on fundraising and shared value partnerships to support our bold purpose and drive greater equity and choice for the people with developmental disabilities.

    Expenses $259,285,021 · Grants $3,528,004 · Revenue $319,901,023

  • XOLV

    Revenue $823,740

  • Support Services

    Revenue $1,695,164

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Susan Armiger

    Pres & CEO & sec

    Total calculated
    $901,092
    From this org
    $883,886
    From related orgs
    $0
    Other
    $17,206
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $635,000
    Bonus
    $200,000
    Other
    $48,886
    Deferred
    $9,150
    Nontaxable benefits
    $8,056
    Filer's total
    $901,092

  • Natalie Margolis

    Chief Operating Officer

    Total calculated
    $650,759
    From this org
    $627,823
    From related orgs
    $0
    Other
    $22,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $459,563
    Bonus
    $128,250
    Other
    $40,010
    Deferred
    $9,150
    Nontaxable benefits
    $13,786
    Filer's total
    $650,759

  • Nhan Nguyen

    Chief Technology Officer

    Total calculated
    $605,168
    From this org
    $604,596
    From related orgs
    $0
    Other
    $572
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $428,125
    Bonus
    $137,750
    Other
    $38,721
    Deferred
    $0
    Nontaxable benefits
    $572
    Filer's total
    $605,168

  • Doreen Samelson

    Chief Clinical Officer

    Total calculated
    $460,883
    From this org
    $449,428
    From related orgs
    $0
    Other
    $11,455
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $372,750
    Bonus
    $75,600
    Other
    $1,078
    Deferred
    $2,702
    Nontaxable benefits
    $8,753
    Filer's total
    $460,883

  • Teri Kuehnast

    Chief Marketing and Impact Off

    Total calculated
    $459,471
    From this org
    $444,727
    From related orgs
    $0
    Other
    $14,744
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $368,965
    Bonus
    $74,832
    Other
    $930
    Deferred
    $6,428
    Nontaxable benefits
    $8,316
    Filer's total
    $459,471

  • Kiran A Philipponnat

    SVP, Product & Tech Operations

    Total calculated
    $412,212
    From this org
    $391,641
    From related orgs
    $0
    Other
    $20,571
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,131
    Bonus
    $67,000
    Other
    $510
    Deferred
    $1,823
    Nontaxable benefits
    $18,748
    Filer's total
    $412,212

  • Simon Harris

    Chief Risk & Compliance Office

    Total calculated
    $411,561
    From this org
    $375,845
    From related orgs
    $0
    Other
    $35,716
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,625
    Bonus
    $63,000
    Other
    $2,220
    Deferred
    $9,074
    Nontaxable benefits
    $26,642
    Filer's total
    $411,561

  • Tracy Gayeski

    Senior Vice President, theBHPN

    Total calculated
    $407,023
    From this org
    $385,018
    From related orgs
    $0
    Other
    $22,005
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,333
    Bonus
    $66,000
    Other
    $685
    Deferred
    $9,150
    Nontaxable benefits
    $12,855
    Filer's total
    $407,023

  • Paul Meijer

    SR VP, Customer Success

    Total calculated
    $399,657
    From this org
    $376,934
    From related orgs
    $0
    Other
    $22,723
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $311,530
    Bonus
    $63,184
    Other
    $2,220
    Deferred
    $9,150
    Nontaxable benefits
    $13,573
    Filer's total
    $399,657

  • Andrea Pettiford

    CEO, ESH & ESNORCAL

    Total calculated
    $399,058
    From this org
    $380,312
    From related orgs
    $0
    Other
    $18,746
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $315,625
    Bonus
    $64,000
    Other
    $687
    Deferred
    $7,875
    Nontaxable benefits
    $10,871
    Filer's total
    $399,058

  • Michelle Befi

    SVP, Sustainable Program Desig

    Total calculated
    $360,793
    From this org
    $338,731
    From related orgs
    $0
    Other
    $22,062
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,482
    Bonus
    $56,779
    Other
    $470
    Deferred
    $8,473
    Nontaxable benefits
    $13,589
    Filer's total
    $360,793

  • Jennifer Bilyk Makokha

    SR VP, People & Performance

    Total calculated
    $333,487
    From this org
    $319,078
    From related orgs
    $0
    Other
    $14,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,572
    Bonus
    $59,740
    Other
    $766
    Deferred
    $8,121
    Nontaxable benefits
    $6,288
    Filer's total
    $333,487

  • Larry Hollowood

    VP, Info Sec & Infrastructure

    Total calculated
    $302,121
    From this org
    $297,926
    From related orgs
    $0
    Other
    $4,195
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,215
    Bonus
    $63,000
    Other
    $3,711
    Deferred
    $4,195
    Nontaxable benefits
    $0
    Filer's total
    $302,121

  • Trent Iden

    Chief Solutions Officer

    Total calculated
    $190,040
    From this org
    $185,222
    From related orgs
    $0
    Other
    $4,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,962
    Bonus
    $0
    Other
    $260
    Deferred
    $1,801
    Nontaxable benefits
    $3,017
    Filer's total
    $190,040

  • Elizabeth Conway

    Chief Revenue Officer

    Total calculated
    $155,250
    From this org
    $148,976
    From related orgs
    $0
    Other
    $6,274
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,485
    Bonus
    $0
    Other
    $491
    Deferred
    $3,502
    Nontaxable benefits
    $2,772
    Filer's total
    $155,250

  • Alan Smith

    Chief Financial Officer

    Total calculated
    $134,328
    From this org
    $125,502
    From related orgs
    $0
    Other
    $8,826
    Hours/week
    40

  • Li Ern Chen

    Chief Pop Health Officer

    Total calculated
    $40,401
    From this org
    $39,917
    From related orgs
    $0
    Other
    $484
    Hours/week
    40

  • Marty Hodgett

    Chair (Catalight & BHPN)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jim Ernest

    Treasurer (Catalight & BHPN)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Josh Stinson Outgoing

    Director (Catalight)

    Total calculated
    $0
    Hours/week
    1

  • Carina Ohara

    Director (Catalight)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sheldon Orloff

    Director (Catalight)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kimberly Donellan

    Director (Catalight)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Nathan Farris Outgoing

    Director (Catalight)

    Total calculated
    $0
    Hours/week
    1

  • Terrie Firestone Outgoing

    Director (Catalight)

    Total calculated
    $0
    Hours/week
    1

  • Jeff Roest

    Director (Catalight)

    Total calculated
    $0
    Hours/week
    1

  • Neil Vangala

    Director Catalight, XOLV, BHPN

    Total calculated
    $0
    Hours/week
    1

  • David Durham

    Director (Catalight)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Joe Alouf

    Director (Catalight)

    Total calculated
    $0
    Hours/week
    1

  • Connie Santilli

    Vice Chair (Catalight & XOLV)

    Total calculated
    $0
    Hours/week
    1

  • Kurt Garbe

    Director (Catalight & XOLV)

    Total calculated
    $0
    Hours/week
    1

  • Julia Castillo

    Director (Catalight)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sabrina Andara Outgoing

    DIRECTOR (CATALIGHT & BHPN)

    Total calculated
    $0
    Hours/week
    1

  • Katherine Wood Incoming

    Director (Catalight)

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Quarles

    Director (BHPN)

    Total calculated
    $0
    Hours/week
    1

  • John Lake

    Director (BHPN)

    Total calculated
    $0
    Hours/week
    1

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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 I, Line 4a & 4b:
Catalight offers key employees and officers the opportunity to participate in a 457(f) supplemental executive non-qualified retirement plan. Each year Catalight may set aside, on a pretax basis, compensation that will be paid upon a fixed date. Contributions placed in a trust account: Susan Armiger $95,250 Elizabeth Conway $16,667 Natalie Margolis $55,620 Nhan Nguyen $54,000 Andrea Pettiford $32,000 Alan Smith $13,167

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

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.

  • Xolv Technology Solutions LLC

    Technology · CA · income $17,520,509 · assets $32,533,064

    Directly controlled by Catalight

  • BHPN LLC

    Behavioral · CA · income $323,276,023 · assets $109,595,945

    Directly controlled by Catalight

Provenance

Return type
form_990
Tax year
2022
Filed
15 June 2023
IRS schema version
2022v5.0
Source object
202301779349300440

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