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← SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT

Form 990 for tax year 2024

Filed by SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT.

Totals

Total revenue
$197,493,248
Total expenses
$202,627,122
Contributions and grants received
$190,648,915
Grants paid
$6,369,319
Program service revenue
$0
Investment income
$6,844,333
Other revenue
$0
Total assets, end of year
$203,213,833
Total liabilities, end of year
$171,153,517
Net assets or fund balances, end of year
$32,060,316
Program services expenses (Part IX)
$195,156,747
Management and general expenses
$7,470,375
Fundraising expenses
$0
Program service expenses (Part III)
$195,156,747

Program services were 96.3% 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.

  • 1d · Related organizations

    $357,046

  • 1e · Government grants (contributions)

    $181,592,151

  • 1f · All other contributions, gifts and grants

    $8,699,718

  • 3 · Investment income

    total $6,599,153 · excluded $6,599,153

  • 7a · Gross sales of assets other than inventory

    securities $2,528,119

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

    securities $2,282,939

  • 7c · Gain or loss

    securities $245,180

  • 7d · Net gain or loss

    total $245,180 · excluded $245,180

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,369,319 · program services $6,369,319

  • 11b · Fees: legal

    total $278,404 · program services $30,609 · management and general $247,795

  • 11c · Fees: accounting

    total $160,657 · program services $17,663 · management and general $142,994

  • 11g · Fees: other

    total $2,679,730 · program services $294,618 · management and general $2,385,112

  • 13 · Office expenses

    total $1,526,488 · program services $720,521 · management and general $805,967

  • 14 · Information technology

    total $431,910 · program services $203,867 · management and general $228,043

  • 16 · Occupancy

    total $752,078 · program services $354,990 · management and general $397,088

  • 17 · Travel

    total $589,330 · program services $432,937 · management and general $156,393

  • 19 · Conferences, conventions and meetings

    total $969,312 · program services $850,432 · management and general $118,880

  • 20 · Interest

    total $40,000 · program services $40,000

  • 22 · Depreciation, depletion and amortization

    total $152,276 · program services $116,489 · management and general $35,787

  • 24a · Other expenses: PROGRAM CONTRACTS

    total $172,577,497 · program services $172,025,110 · management and general $552,387

  • 24b · Other expenses: MANAGEMENT FEES

    total $14,129,462 · program services $11,906,256 · management and general $2,223,206

  • 24c · Other expenses: REIMBURSEMENT OF GRANTS

    total $1,258,096 · program services $1,258,096

  • 24d · Other expenses: PROGRAM SUPPLIES

    total $382,543 · program services $292,639 · management and general $89,904

  • 24e · All other expenses

    total $330,020 · program services $243,201 · management and general $86,819

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,230,345 · end of year $1,000

  • 2 · Savings and temporary cash investments

    beginning of year $120,404,191 · end of year $140,091,064

  • 3 · Pledges and grants receivable

    beginning of year $27,816,448 · end of year $16,787,815

  • 4 · Accounts receivable

    beginning of year $238,920 · end of year $210,177

  • 7 · Other notes and loans receivable

    beginning of year $1,800,000 · end of year $1,800,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,280,011 · end of year $30,740,368

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

    $1,907,674

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

    $551,837

  • 10c · Land, buildings and equipment, net

    beginning of year $1,763,761 · end of year $1,355,837

  • 12 · Investments: other securities

    beginning of year $10,287,409 · end of year $8,553,774

  • 15 · Other assets

    beginning of year $3,801,819 · end of year $3,673,798

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,563,999 · end of year $4,835,185

  • 18 · Grants payable

    beginning of year $16,756,318 · end of year $5,839,000

  • 19 · Deferred revenue

    beginning of year $108,980,466 · end of year $155,144,001

  • 25 · Other liabilities

    beginning of year $6,474,711 · end of year $5,335,331

  • 27 · Net assets without donor restrictions

    beginning of year $8,508,483 · end of year $16,017,706

  • 28 · Net assets with donor restrictions

    beginning of year $28,338,927 · end of year $16,042,610

Mission and programs · 2024

Mission

TO PROVIDE LEADERSHIP, FUNDING AND OPERATIONAL SUPPORT FOR PROJECTS THAT IMPROVE INDIVIDUAL AND COMMUNITY HEALTH STATUS AND WELL BEING IN UNDERSERVED COMMUNITIES.

Activities or mission (Part I)

THE CENTER BRINGS PEOPLE, IDEAS AND INFRASTRUCTURE TOGETHER TO CREATE A COLLECTIVE IMPACT THAT REDUCES HEALTH DISPARITIES AND IMPROVES COMMUNITY HEALTH FOR THE UNDERSERVED LIVING IN CALIFORNIA.

  • ELEVATE YOUTH CALIFORNIAELEVATE YOUTH CALIFORNIA IS A STATEWIDE PROGRAM ADDRESSING SUBSTANCE USE DISORDER BY INVESTING IN YOUTH LEADERSHIP AND CIVIC ENGAGEMENT FOR YOUTH AGES 12 TO 26 IN COMMUNITIES DISPROPORTIONATELY IMPACTED BY THE WAR ON DRUGS. THE PROGRAM IS FUNDED BY THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES THROUGH THE PROPOSITION 64 CALIFORNIA CANNABIS TAX FUND, ALLOCATION 3, YOUTH EDUCATION, PREVENTION, EARLY INTERVENTION, AND TREATMENT ACCOUNT. FUNDING AND CAPACITY-BUILDING ACTIVITIES SUPPORT COMMUNITY-BASED ORGANIZATIONS TO IMPLEMENT PROGRAMS THAT EMPOWER YOUTH TO BE COMMUNITY LEADERS AND STRENGTHEN A MOVEMENT THAT ELEVATES CALIFORNIA'S YOUTH AND YOUNG ADULTS. IN 2024, THE CENTER SUPPORTED PROJECTS IN 56 CALIFORNIA COUNTIES. FUNDED PARTNERS ENGAGED 31,174 YOUNG PEOPLE, CONVENED 13,350 YOUTH LISTENING SESSIONS, AND HOSTED 47,983 PREVENTION PROGRAM EVENTS. ADDITIONALLY, THE CENTER PROVIDED 6,463 HOURS OF TECHNICAL ASSISTANCE/CAPACITY BUILDING ACTIVITIES TO COMMUNITY PARTNERS ACROSS THE STATE.

    Expenses $58,852,299

  • MEDICATIONS FOR ADDICTION TREATMENT ACCESS POINTS PROJECT THE MEDICATIONS FOR ADDICTION TREATMENT (MAT) ACCESS POINTS PROJECT IS SUPPORTING ORGANIZATIONS THROUGHOUT CALIFORNIA TO ADDRESS THE OPIOID AND SUBSTANCE USE EPIDEMIC. IN PARTNERSHIP WITH THE DEPARTMENT OF HEALTH CARE SERVICES, FUNDING SUPPORTS COMMUNITY-BASED ORGANIZATIONS, TRIBAL HEALTH PROGRAMS AND ORGANIZATIONS, AND FEDERALLY OR NON-FEDERALLY RECOGNIZED TRIBES TO ADDRESS OPIOID AND SUBSTANCE USE DISORDER THROUGH PREVENTION, EDUCATION, STIGMA REDUCTION, TREATMENT AND RECOVERY SERVICES, AND EXPANDING ACCESS TO MEDICATIONS FOR ADDICTION TREATMENT. IN 2024, THE CENTER SUPPORTED 177 PROJECTS IN 46 CALIFORNIA COUNTIES. FUNDED PARTNERS TRAINED NEARLY 53,000 INDIVIDUALS IN OVERDOSE PREVENTION AND OTHER SUBSTANCE USE DISORDER TOPICS, REFERRED OVER 17,000 INDIVIDUALS TO SUBSTANCE USE DISORDER TREATMENT AND RECOVERY SUPPORT SERVICES, AND SUPPORTED OVER 4,400 NEW PATIENTS' DIRECT ACCESS TO MEDICATIONS FOR ADDICTION TREATMENT.

    Expenses $35,748,995

  • BEHAVIORAL HEALTH RECOVERY SERVICES PROJECT THE BEHAVIORAL HEALTH RECOVERY SERVICES PROJECT (BHRSP) SUPPORTED 102 CALIFORNIAN NONPROFIT ORGANIZATIONS TO EXPAND ACCESS TO MENTAL HEALTH AND SUBSTANCE USE DISORDER RECOVERY SERVICES THROUGH A HEALTH EQUITY APPROACH DESIGNED TO REMOVE BARRIERS TO CARE FOR COMMUNITIES OF COLOR, TWO-SPIRIT/ LGBTQ+ PEOPLE, PEOPLE WITH DISABILITIES AND OTHERS WHO HAVE FACED DISCRIMINATION AND UNEQUAL ACCESS TO BEHAVIORAL HEALTH CARE SYSTEMS. THE PROGRAM IS FUNDED BY THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES. FROM THE PROGRAM'S INCEPTION IN 2024, BHRSP PARTNERS HAVE SERVED MORE THAN 65,000 UNIQUE INDIVIDUALS, OF WHOM 80% WERE MEDI-CAL ELIGIBLE AND 26% UNHOUSED. TWO-THIRDS OF THOSE SERVED BY BHRSP PROJECTS WERE PEOPLE OF COLOR, AND BLACK AND NATIVE AMERICAN PEOPLE WERE SIGNIFICANTLY OVERREPRESENTED COMPARED TO THEIR PROPORTION OF CALIFORNIA'S POPULATION. BHRSP SUPPORTED 2,190 STAFF POSITIONS ACROSS NEARLY 600 FULL TIME EQUIVALENT, INCLUDING 241 PEER STAFF. SERVICES AND HEALTH EDUCATION MATERIALS WERE DELIVERED IN AT LEAST 18 LANGUAGES.

    Expenses $28,647,942

  • CALIFORNIA STATE OPIOID FUNDING PROGRAMTHE STATE OPIOID FUNDING PROGRAM ADDRESSES THE OPIOID EPIDEMIC BY SUPPORTING THE DEPARTMENT OF HEALTH CARE SERVICES (DHCS) IN IMPLEMENTING VARIOUS PROJECTS OF DHCS' OPIOID RESPONSE PROGRAM, INCLUDING CREATING EXPANDED SUBSTANCE USE DISORDER (SUD) TREATMENT INFRASTRUCTURE, ADDRESSING THE NEEDS OF COMMUNITIES OF COLOR AND VULNERABLE POPULATIONS THAT ARE DISPROPORTIONATELY IMPACTED BY SUD, DIVERSION OF PEOPLE WITH SUD FROM THE JUSTICE SYSTEM INTO TREATMENT, AND INTERVENTIONS TO PREVENT DRUG ADDICTION IN VULNERABLE YOUTH. THESE PROJECTS INCLUDE EXPANDING MAT IN STATE-LICENSED FACILITIES AND/OR CERTIFIED SUD AND MENTAL HEALTH FACILITIES, INCREASING MAT ACCESS POINTS, AND THE INCREASE OF MEDICATION THROUGH MOBILE NARCOTIC TREATMENT PROGRAMS AND MEDICATION UNITS. THROUGH THIS $113,799,996 CONTRACT WITH DHCS, THE STATE OPIOID FUNDING PROGRAM DISPERSED $20,063,213.60 TO 39 ORGANIZATIONS IN 2024.CALIFORNIA OVERDOSE PREVENTION AND HARM REDUCTION INITIATIVETHE CALIFORNIA OVERDOSE PREVENTION AND HARM REDUCTION INITIATIVE (COPHRI) IS A PARTNERSHIP BETWEEN THE CENTER AT SIERRA HEALTH FOUNDATION AND THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH THAT SUPPORTS LOW-BARRIER, NONJUDGMENTAL, PUBLIC HEALTH-FOCUSED HARM REDUCTION SERVICES THROUGH 68 COMMUNITY-BASED NONPROFITS, CLINICS, AND LOCAL HEALTH DEPARTMENTS THROUGHOUT THE STATE. TO DATE, COPHRI HAS AWARDED $36,659,694 TO PROMOTE HEALTH AND SAFETY FOR PEOPLE WHO USE DRUGS, INCLUDING SAFER DRUG INJECTION AND SMOKING SERVICES, OVERDOSE PREVENTION EDUCATION AND NALOXONE ACCESS, HIV AND VIRAL HEPATITIS SERVICES, ACCESS TO MEDICATIONS FOR OPIOID USE DISORDER AND OTHER SUBSTANCE USE DISORDER CARE, AND A WIDE RANGE OF SOCIAL AND HEALTH CARE SERVICES. YOUTH SUICIDE PREVENTION MEDIA AND OUTREACH CAMPAIGN PROGRAM YOUTH SUICIDE PREVENTION MEDIA AND OUTREACH CAMPAIGN PROGRAM IS A STATEWIDE PROGRAM FOCUSED ON YOUTH SUICIDE PREVENTION. WITH FUNDING FROM THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH (CDPH) FROM MAY 2023 TO JUNE 2025, OUR 33 PROGRAM PARTNERS WORKED TO PREVENT SUICIDE AMONG SOME OF CALIFORNIA'S MOST MARGINALIZED YOUTH WHO ARE DISPROPORTIONATELY IMPACTED BY SUICIDE AND SELF-HARM BEHAVIOR. THIS INCLUDES AMERICAN INDIAN AND ALASKAN NATIVE, HISPANIC AND LATINX, AND AFRICAN AMERICAN/BLACK YOUTH, AS WELL AS INTERSECTIONAL POPULATIONS SUCH AS YOUTH WITH MENTAL HEALTH CONDITIONS AND/OR SUBSTANCE USE ISSUES, THOSE IMPACTED BY THE FOSTER CARE SYSTEM, AND TWO-SPIRIT/LGBTQ+ YOUTH. FUNDED PARTNERS HOSTED 5,131 ACTIVITIES AND EVENTS, ACCUMULATED OVER 114,000 PROGRAM INTERACTIONS WITH YOUTH, DELIVERED 5,886 MESSAGES VIA MIXED MEDIA, AND HAD 2.6 MILLION CAMPAIGN-RELATED SOCIAL MEDIA IMPRESSIONS. ADDITIONALLY, THE CENTER HOSTED THREE PARTNER CONVENINGS THAT CUMULATIVELY GATHERED 273 COMMUNITY-BASED ORGANIZATIONS AND YOUTH ATTENDEES. THE CENTER TEAM ALSO FACILITATED 23 TECHNICAL ASSISTANCE WEBINARS AND COMPLETED 15 PARTNER SITE VISITS. BLACK CHILD LEGACY CAMPAIGNTHE BLACK CHILD LEGACY CAMPAIGN IS THE COMMUNITY-DRIVEN MOVEMENT ESTABLISHED BY THE STEERING COMMITTEE ON REDUCTION OF AFRICAN AMERICAN CHILD DEATHS IN 2015. THE CAMPAIGN FOCUSES ON REDUCING AFRICAN AMERICAN CHILD DEATHS ACROSS THE TOP FOUR CAUSES OF PREVENTABLE DEATH: DEATHS RELATED TO CHILD ABUSE AND NEGLECT, THIRD-PARTY HOMICIDES, DEATHS RELATED TO PERINATAL CONDITIONS, AND INFANT SLEEP-RELATED DEATHS. IN 2024, FUNDED PARTNERS PROVIDED INTENSIVE CASE MANAGEMENT TO 1,141 AFRICAN AMERICANS, AND 3,630 YOUTH PARTICIPATED IN BLACK CHILD LEGACY CAMPAIGN ACTIVITIES. THE BLACK CHILD LEGACY CAMPAIGN IS FUNDED BY THE COUNTY OF SACRAMENTO, FIRST 5 SACRAMENTO, AND THE BOARD OF STATE AND COMMUNITY CORRECTIONS AND IS MANAGED BY THE CENTER.

    Expenses $71,907,511 · Grants $6,369,319

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David W Gordon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1.1 related
  • Dr Claire Pomeroy

    DIRECTOR

    Total calculated
    $16,760
    From this org
    $0
    From related orgs
    $16,760
    Other
    $0
    Hours/week
    0.5 + 1.1 related
  • Jose Hermocillo

    DIRECTOR

    Total calculated
    $16,760
    From this org
    $0
    From related orgs
    $16,760
    Other
    $0
    Hours/week
    0.5 + 1.1 related
  • Nancy P Lee

    CHAIR

    Total calculated
    $23,160
    From this org
    $0
    From related orgs
    $23,160
    Other
    $0
    Hours/week
    0.5 + 1.1 related
  • Debra McKenzie

    DIRECTOR

    Total calculated
    $16,160
    From this org
    $0
    From related orgs
    $16,160
    Other
    $0
    Hours/week
    0.5 + 1.1 related
  • Robert Petersen

    DIRECTOR

    Total calculated
    $16,760
    From this org
    $0
    From related orgs
    $16,760
    Other
    $0
    Hours/week
    0.5 + 1.1 related
  • Shamus Roller

    VICE CHAIR

    Total calculated
    $18,760
    From this org
    $0
    From related orgs
    $18,760
    Other
    $0
    Hours/week
    0.5 + 1.1 related
  • Chet P Hewitt

    PRESIDENT & CEO

    Total calculated
    $612,730
    From this org
    $0
    From related orgs
    $543,010
    Other
    $69,720
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $503,010 related
    Bonus
    $0 + $40,000 related
    Other
    $0
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $49,020 related
    Filer's total
    $0 + $612,730 related
  • Edward Harris

    COO/CFO

    Total calculated
    $331,011
    From this org
    $0
    From related orgs
    $295,000
    Other
    $36,011
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,000 related
    Bonus
    $0 + $20,000 related
    Other
    $0
    Deferred
    $0 + $14,938 related
    Nontaxable benefits
    $0 + $21,073 related
    Filer's total
    $0 + $331,011 related

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

None.

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)

FORM 990 PART IV, LINE 23
BOARD MEMBERS AND KEY EMPLOYEE ARE PAID FROM A RELATED ORGANIZATION. THE RELATED ORGANIZATION HAS ESTABLISHED PROCEDURES BY WHICH A WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE ARE REQUIRED.

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

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

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.

  • SIERRA HEALTH FOUNDATION

    501(C)(3) · PRIVATE FOUNDATION COMMITTED TO HEALTH EDUCATION, STRATEGIC GRANT MAKING,ETC · CA

  • SHF PROPERTIES INC

    501(C)(2) · TO HOLD AND/OR LIQUIDATE REAL PROP. OR REAL PROP. INT. TRANS BY SIERRA HEALT · CA

    Directly controlled by SIERRA HEALTH FOUNDATION

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.

  • SAN JOAQUIN VALLEY IMPACT INVESTMENT FUND LLC

    HEALTH INVESTMENT FUND TO SUPPORT HEALTHCARE ACCESSIBILITY · CA · income $79,542 · assets $2,740,323

    Directly controlled by SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202523189349314052

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