Form 990 for tax year 2023
Filed by HEALTHY COMMUNITY FORUM FOR THE GREATER SACRAMENTO REGION.
Totals
- Total revenue
- $15,998,146
- Total expenses
- $14,349,946
- Contributions and grants received
- $15,944,042
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $23,231
- Other revenue
- $30,873
- Total assets, end of year
- $21,604,932
- Total liabilities, end of year
- $3,516,197
- Net assets or fund balances, end of year
- $18,088,735
- Program services expenses (Part IX)
- $11,959,056
- Management and general expenses
- $2,374,950
- Fundraising expenses
- $15,940
- Program service expenses (Part III)
- $11,959,056
Program services were 83.3% 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.
-
1e · Government grants (contributions)
$2,228,380
-
1f · All other contributions, gifts and grants
$13,715,662
-
3 · Investment income
total $23,231 · excluded $23,231
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Misc Income
total $30,873 · related or exempt $30,873
-
11e · Other revenue, total
$30,873
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
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 $1,022,214 · program services $884,519 · management and general $137,695
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $7,083,626 · program services $6,129,439 · management and general $954,187
-
8 · Pension plan contributions
total $298,032 · program services $257,886 · management and general $40,146
-
9 · Other employee benefits
total $1,106,188 · program services $957,181 · management and general $149,007
-
10 · Payroll taxes
total $659,485 · program services $570,650 · management and general $88,835
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $50,885 · management and general $50,885
-
11c · Fees: accounting
total $71,376 · management and general $71,376
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $816,177 · program services $384,805 · management and general $431,372
-
12 · Advertising and promotion
total $19,441 · program services $19,441
-
13 · Office expenses
total $58,633 · program services $49,318 · management and general $7,900 · fundraising $1,415
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $282,725 · program services $282,725
-
17 · Travel
total $211,708 · program services $206,692 · management and general $4,938 · fundraising $78
-
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 $243,524 · management and general $243,524
-
23 · Insurance
total $52,786 · program services $26,393 · management and general $26,393
-
24a · Other expenses: Housing-Relocation Assistance
total $1,586,507 · program services $1,586,507
-
24b · Other expenses: Office and Training supplies
total $177,603 · program services $161,942 · management and general $13,747 · fundraising $1,914
-
24c · Other expenses: Service Transportation
total $123,228 · program services $123,228
-
24d · Other expenses: Telephone
total $122,819 · program services $106,275 · management and general $16,544
-
24e · All other expenses
total $362,989 · program services $212,055 · management and general $138,401 · fundraising $12,533
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $151,788 · end of year $119,075
-
2 · Savings and temporary cash investments
beginning of year $7,829,641 · end of year $8,958,526
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $2,659,188 · end of year $4,745,628
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
beginning of year $500,000 · end of year $545,000
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $157,009 · end of year $304,278
-
10a · Land, buildings and equipment: cost or other basis
$7,739,454
-
10b · Land, buildings and equipment: accumulated depreciation
$887,597
-
10c · Land, buildings and equipment, net
beginning of year $6,871,520 · end of year $6,851,857
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $70,360 · end of year $80,568
-
17 · Accounts payable and accrued expenses
beginning of year $745,073 · end of year $1,165,151
-
25 · Other liabilities
beginning of year $1,068,574 · end of year $2,351,046
-
27 · Net assets without donor restrictions
beginning of year $15,445,295 · end of year $16,992,902
-
28 · Net assets with donor restrictions
beginning of year $980,564 · end of year $1,095,833
Mission and programs · 2023
Mission
Healthy Community Forum for the Greater Sacramento Region operates under the name Community HealthWorks (formally Sacramento Covered), a not-for-profit philanthropic organization, is an innovative leader in developing and implementing a peer-driven, one-on-one, data-informed approach to connecting families and individuals to the health, behavioral health, social services, and community resources they need to lead healthy, productive lives. Our mission is to advance community, social and economic health one person at a time. Community HealthWorks (CoHeWo) is delivering on our mission to serve the most vulnerable and historically underserved communities through our Community Health Worker (CHW)-led programs: Health Navigation, Hospital Navigation, and Homeless Health which includes Reentry and Street Outreach programs.
-
Homeless Health Services - Field-based Outreach, Care Coordination, and Housing Supports for the CalAIM Program: Community HealthWorks (CoHeWo)s Homeless Health Services provides personalized, case management, housing support and tenancy support to individuals experiencing homelessness. CoHeWos team of Community Health Workers (CHW) is one of the largest field-based teams in Sacramento County. Since 2017, CoHeWo has provided outreach and engagement, data management, and robust housing navigation and tenancy support services to participants in Pathways to Health + Home (Pathways), the City of Sacramentos Whole Person Care Pilot. CoHeWo was also the only community-based organization certified to serve as a Community-Based Care Management Entity (CBCME) by the health plans in Sacramento County as part of their Health Homes Program between 2019 through 2021. Additionally, CoHeWo is contracted with all the Sacramento County health plans as an Enhanced Care Management and Housing Community Supports provider through the Department of Health Care Services CalAIM program. Since 2022, CoHeWo has deployed an impactful homeless street outreach program in coordination with Sacramento County DHSH serving the American River Parkway and Encampments throughout the unincorporated areas of Sacramento County. In 2023, CoHeWos street outreach team served 1,289 individuals, providing 32,020 services along with 320 CalAIM referrals, and 297 housing and shelter placements (94 permanent, 15 transitional, 188 shelters).In 2023, the CalAIM Enhanced Care Management and Community Supports team provided over 37,000 services to 1,952 individuals. Across all of the programs, CoHeWo generated 2,292 CalAIM referrals for clients in Sacramento County. Also, the Reentry team provided over 3,300 services to 860 individuals. CHWs and housing specialists facilitated 781 housing placements to permanent, transitional and shelter options in the local community.
Expenses $9,131,324
-
Health Navigation Program: Community HealthWorks (CoHeWo) is the Sacramento regions leading health access and enrollment assistance organization dedicated to achieving health care access and coordination for all area residents. CoHeWos diverse team of Community Health Workers on the Health Navigation team are embedded in community settings throughout the Greater Sacramento Region and provide health sustaining supportive services to address social determinants of health which include, but not limited to: health coverage enrollment (new applications renewals, reporting changes); Medi-Cal intercounty transfers, plan selection or changes to assigned provider/health plan; CalFresh application; primary, dental or vision care appointments; transportation services; interpreting services; education on health coverage and nutrition programs; cell phone and identification provision; as well as facilitating referrals to other critical resources such as WIC, legal services, in-home supportive services (IHSS) and child care. In 2019, Community HealthWorks expanded its navigation program to add a pediatric navigator program at Sutter Medical Center, Sacramento. In 2023, the Pediatric Navigation program served 3,782 newborn babies connecting their families to critical coverage and medical homes and scheduled their 2-day follow-up appointments. During 2023, Community HealthWorks CHWs on the health navigation team provided about 39,800 navigation services to approximately 9,900 individuals, including in-person health coverage enrollment assistance, renewal/re-determination assistance, and retention of health coverage. They also offered health care education, outreach, troubleshooting assistance, and care coordination related to finding or changing a doctor, scheduling doctor appointments, and arranging transportation, language interpretation, and other requested services. 6,726 individuals were provided CalFresh services which include screening, education, enrollment and retention support.
Expenses $1,722,814
-
Patient Navigation Program: The Patient Navigation program is a unique partnership with local hospital systems (Dignity Health, Kaiser Permanente, UC Davis) to connect with patients visiting the Emergency Departments (ED) with Community Health Workers (CHWs) to address social determinants of health and navigate their healthcare system to achieve better health outcomes. Community HealthWorks manages a team of CHWs stationed in six local Emergency Departments (ED) throughout Sacramento County. ED CHWs are proven to be effective for ensuring lower-income, uninsured individuals are receiving Medi-Cal enrollment supports, navigation services for primary care, and long-term linkages to a health home. In 2023, CoHeWos Patient Navigation program provided over 86,200 services to approximately 15,600 patients, who were seen in emergency departments for non-urgent, primary care reasons.
Expenses $1,104,918
As filed on the 2023 return.
Listed in Part VII
-
Kelly Bennett
CEO
- Total calculated
- $279,937
- From this org
- $241,191
- From related orgs
- $0
- Other
- $38,746
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $241,191
- Bonus
- not reported
- Other
- not reported
- Deferred
- $13,453
- Nontaxable benefits
- $25,293
- Filer's total
- $279,937
-
Joil Xiong
Sr VP Operation
- Total calculated
- $172,344
- From this org
- $163,333
- From related orgs
- $0
- Other
- $9,011
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,333
- Bonus
- not reported
- Other
- not reported
- Deferred
- $9,011
- Nontaxable benefits
- not reported
- Filer's total
- $172,344
-
Kyle Stefano
VP Clinical Prog.
- Total calculated
- $159,137
- From this org
- $134,608
- From related orgs
- $0
- Other
- $24,529
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,608
- Bonus
- not reported
- Other
- not reported
- Deferred
- $6,630
- Nontaxable benefits
- $17,899
- Filer's total
- $159,137
-
Lorena Sanchez
VP Community Prog.
- Total calculated
- $156,778
- From this org
- $127,827
- From related orgs
- $0
- Other
- $28,951
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $127,827
- Bonus
- not reported
- Other
- not reported
- Deferred
- $6,157
- Nontaxable benefits
- $22,794
- Filer's total
- $156,778
-
Claire Sinclair
Dir of Finance
- Total calculated
- $156,563
- From this org
- $123,982
- From related orgs
- $0
- Other
- $32,581
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $123,982
- Bonus
- not reported
- Other
- not reported
- Deferred
- $7,200
- Nontaxable benefits
- $25,381
- Filer's total
- $156,563
-
Jillian Castiglia-Marks
Director of CalAIM
- Total calculated
- $133,685
- From this org
- $122,357
- From related orgs
- $0
- Other
- $11,328
- Hours/week
- 40
-
Christopher Ascencio
Dir of Strategic
- Total calculated
- $131,198
- From this org
- $108,916
- From related orgs
- $0
- Other
- $22,282
- Hours/week
- 40
-
Michelle Odell
President
- Total calculated
- $0
- Hours/week
- 3
-
Kim Williams
Director
- Total calculated
- $0
- Hours/week
- 1
-
Keri Thomas
Director
- Total calculated
- $0
- Hours/week
- 1
-
Trina Gonzalez
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gordon Fowler
Director
- Total calculated
- $0
- Hours/week
- 1
-
Erica L Taylor
Secretary
- Total calculated
- $0
- Hours/week
- 3
-
Phil Horn
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Ashley Brand
Director
- Total calculated
- $0
- Hours/week
- 1.5
-
Francisco Castillo
Treasurer
- Total calculated
- $0
- Hours/week
- 1.5
-
Ellen Brown
Director
- 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
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Written employment contract
- 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
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443209349317484
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.