- Revenue 2024
- $3,680,093
- Expenses 2024
- $3,421,600
Program services were 91.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- E11
- Classification
- 1000
- Street
- PO BOX 8738
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
The CareSource Foundation is organized and operated exclusively to further the charitable purposes of the Internal Revenue Code Section 501(c)(3) organizations within the CareSource Public Charities(Continued on Schedule O).
Activities or mission (Part I)
To invest in initiatives and organizations that make a lasting difference in CareSource's members' lives & in their communities by improving their health and well-being.
-
Since 2006, The CareSource Foundation has awarded more than $35.5 million to nonprofits that are working to eliminate poverty, provide much-needed services to low-and moderate-income families, encourage healthy communities, develop innovative approaches to address critical health issues and enhance the lives of a diverse array of children, adults and families (Continued on Schedule O).The CareSource Foundation is committed to improving the overall health and well-being, both physically and mentally, on behalf of and at the direction of, its supported organizations.To do this, the Foundation focuses on the following priority areas: (1) Support health education and promote healthy habits (2) Improve maternal, infant and child health (3) Support individuals with disabilities and other complex populations to live independently (4) Redevelop neighborhoods and downtown (Exclusive to the Dayton region) (5) Develop a 21st century workforce2024 HighlightsThe CareSource Foundation is committed to working every day alongside providers and community partners to make a difference in the lives of our members and the communities we serve. The following grants are a small sampling of how the Foundation achieves this goal.(1) Invested $180,000 into Georgia's Valley Healthcare System Inc.'s OnMed Mobile Care Station, supporting access to care for underserved communities.(2) Donated $144,000 to Bring Change 2 Mind Middle School Mental Health Awareness Program in Indiana.(3) Donated $170,000 to Habitat for Humanity of Greater Dayton to support critical home repair and workforce development in Dayton, OH. (4) Invested $100,000 to the CHC: Creating Healthier Communities Black Birthing Initiative to address maternal health disparities affecting Black birth individuals in Georgia. (5) Donated $150,000 to the Arc of Indiana, supporting people with disabilities. (6) Donated $150,000 to the Victory Over Poverty Campaign in Dayton, OH, focused on empowering young men through education and work training programs.
Expenses $3,145,400 · Grants $3,145,400
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Erhardt Preitauer
President, Trustee
- Total calculated
- $12,201,162
- From this org
- $0
- From related orgs
- $6,076,721
- Other
- $6,124,441
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $1,407,328 related
- Bonus
- $0 + $2,654,031 related
- Other
- $0 + $2,015,362 related
- Deferred
- $0 + $6,101,217 related
- Nontaxable benefits
- $0 + $23,224 related
- Filer's total
- $0 + $12,201,162 related
-
Richard Topping
Secretary/Trustee (To 5/31)
- Total calculated
- $3,490,556
- From this org
- $0
- From related orgs
- $2,659,280
- Other
- $831,276
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $279,104 related
- Bonus
- $0 + $561,640 related
- Other
- $0 + $1,818,536 related
- Deferred
- $0 + $815,252 related
- Nontaxable benefits
- $0 + $16,024 related
- Filer's total
- $0 + $3,490,556 related
-
Edward Stubbers
Secretary/Trustee (Eff 6/1)
- Total calculated
- $2,198,075
- From this org
- $0
- From related orgs
- $1,060,829
- Other
- $1,137,246
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $452,231 related
- Bonus
- $0 + $322,470 related
- Other
- $0 + $286,128 related
- Deferred
- $0 + $1,117,562 related
- Nontaxable benefits
- $0 + $19,684 related
- Filer's total
- $0 + $2,198,075 related
-
Ellen Leffak
Trustee
- Total calculated
- $4,000
- From this org
- $0
- From related orgs
- $4,000
- Other
- $0
- Hours/week
- 1
-
J Thomas Maultsby
Trustee
- Total calculated
- $4,000
- From this org
- $0
- From related orgs
- $4,000
- Other
- $0
- Hours/week
- 1
-
James Gross
2nd Vice Chair, Trustee
- Total calculated
- $4,000
- From this org
- $0
- From related orgs
- $4,000
- Other
- $0
- Hours/week
- 1
-
Kenneth Herr
Vice Chair, Trustee
- Total calculated
- $4,000
- From this org
- $0
- From related orgs
- $4,000
- Other
- $0
- Hours/week
- 1
-
Ro Nita Hawes-Saunders
Chair, Trustee
- Total calculated
- $4,000
- From this org
- $0
- From related orgs
- $4,000
- Other
- $0
- Hours/week
- 1
-
William Marstellar
Trustee
- Total calculated
- $4,000
- From this org
- $0
- From related orgs
- $4,000
- Other
- $0
- Hours/week
- 1
-
Lawrence Smart
Treasurer
- Total calculated
- $3,471,086
- From this org
- $0
- From related orgs
- $1,657,234
- Other
- $1,813,852
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $589,886 related
- Bonus
- $0 + $570,124 related
- Other
- $0 + $497,224 related
- Deferred
- $0 + $1,794,168 related
- Nontaxable benefits
- $0 + $19,684 related
- Filer's total
- $0 + $3,471,086 related
-
Jai Pillai
Former Chief Operating Ofr
- Total calculated
- $244,761
- From this org
- $0
- From related orgs
- $244,761
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $244,761 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $244,761 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $3,680,093
- Expenses
- $3,421,600
- Contributions
- $3,500,000
- Grants paid
- $3,145,400
-
2023
- Revenue
- $3,668,665
- Expenses
- $3,687,168
- Contributions
- $3,500,000
- Grants paid
- $3,459,510
-
2022
- Revenue
- $3,532,442
- Expenses
- $4,648,757
- Contributions
- $3,500,000
- Grants paid
- $4,281,617
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $3,503,916
- Expenses
- $4,043,560
- Assets (EOY)
- $2,454,689
-
2020 · 990
- Revenue
- $2,559,149
- Expenses
- $1,312,017
- Assets (EOY)
- $2,363,550
-
2019 · 990
- Revenue
- $2,020,825
- Expenses
- $1,801,762
- Assets (EOY)
- $900,380
-
2018 · 990
- Revenue
- $2,012,157
- Expenses
- $1,120,605
- Assets (EOY)
- $280,378
-
2017 · 990
- Revenue
- $2,005,968
- Expenses
- $1,952,779
- Assets (EOY)
- $27,826
-
2016 · 990
- Revenue
- $2,000,169
- Expenses
- $3,017,819
- Assets (EOY)
- $266,547
-
2015 · 990
- Revenue
- $2,006,000
- Expenses
- $2,437,881
- Assets (EOY)
- $469,064
-
2014 · 990
- Revenue
- $2,007,504
- Expenses
- $2,458,178
- Assets (EOY)
- $1,436,240
-
2013 · 990
- Revenue
- $1,979,367
- Expenses
- $2,404,906
- Assets (EOY)
- $1,189,341
-
2012 · 990
- Revenue
- not reported
- Expenses
- $1,310,580
- Assets (EOY)
- $1,618,806
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$332,940
2022 CULTURAL CONSCIOUSNESS PATHWAY
-
2022 2022 Doors of Compassion Dinner & RMHC Keeping More Families Close Capital Campaign
-
Merchants Affordable House Corp
$250,000
2022 Healthy Beginnings at Home Replication, Indiana
-
$200,500
2023 VIRTUAL BEHAVIORAL HEALTH CLINIC
-
$192,425
2022 Additional Funding for Overdose Emergency Response Program due to extended efforts of program & Overdose Emergency Response Program for IN Schools and School Nurses
-
$180,000
2024 OnMed Mobile Care Station to Increase Healthcare Access
-
$174,000
2023 PEDESTRIAN BUSING PROJECT
-
2024 Critical Home Repair and Workforce Development
-
PEOPLE WORKING COOPERATIVELY INC
$169,000
2024 Contractor Training and Capital Investment
-
$162,000
2022 GAIN: GROWTH IN ACADEMICS THROUGH INNOVATION AND NEUROEDUCATION
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
$3,500,000
2023 Funding for grants to be made on behalf of, pursuant to instructions from, and to further the charitable purposes of CareSource's supported organizations
-
$3,500,000
2024 GRANTS ON BEHALF OF CARESOURCE'S SUPPORTED ORGS
-
$3,500,000
2022 General Support
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(c)(3) · HIC Ins Plan · OH
-
501(c)(3) · Supporting · OH
-
501(c)(3) · HMO Ins Plan · IN
-
501(c)(3) · HMO Ins Plan · GA
-
501(c)(3) · HMO Ins Plan · KY
-
501(c)(3) · HMO Ins Plan · WV
-
CareSource Life Services Co (Dissolved 111524)
501(c)(3) · No activity · OH
Declared as related by
-
On its 2024 return as a controlled entity
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related partnerships on its 2024 return
-
CareSource Diversity & Social Impact Investment
Investing · DE
-
Investing · DE
-
Holding Co · DE
-
Holding Co · DE
-
Holding Co · DE
Related corporations and trusts on its 2024 return
-
CareSource Virginia Co (Dissolved 101724)
C · No activity · VA
-
CareSource Arkansas Health Plan Co
C · HMO Ins Plan · AR
-
Kids' CareAlliance Co (Dissolved 111324)
C · No activity · OH
-
CareSource Oklahoma Health Plan Co
C · HMO Ins Plan · OK
-
C · HMO Ins Plan · KS
-
C · RBPO Ins Plan · AR
-
Columbus Organization Holdings LLC
C · Holding Co · DE
-
C · HMO Ins Plan · TN
-
C · No activity · MD
-
C · HMO Ins Plan · NC
-
CareSource Iowa Co (Dissolved 112624)
C · HMO Ins Plan · IA
-
C · HMO Ins Plan · FL
-
C · HMO Ins Plan · TX
-
CareSource Military & Veterans Co
C · Tricare CPD · OH
-
GCRE Protected Cell No 3 - CS LLC
C · Captive Ins · MT
-
C · HMO Ins Plan · MI
-
C · Captive Ins · MT
-
GCRE Protected Cell No 2 - MS LLC (Incorporated 42524)
C · Captive Ins · MT
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility SOUNK.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.