- Revenue 2024
- $26,859,229
- Expenses 2024
- $26,229,937
Program services were 80.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- P50
- Classification
- 1000
- Street
- 3860 CALLE FORTUNADA STE 101
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).
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.
-
RACHEL GREGG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
DR JAMES DUNFORD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
DANA GOLAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
TANA LORAH
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
DIANA PUETZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JONATHAN WOLDEMARIAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JANE FINLEY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
DR RAKESH PATEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
DR P WESLEY LUNDBERG
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
KATHERINE KINNAMONT
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
PAUL HEGYI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
LORENA SLOMANSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
WILLIAM YORK
PRESIDENT & CEO
- Total calculated
- $409,364
- From this org
- $380,205
- From related orgs
- $0
- Other
- $29,159
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $327,919
- Bonus
- $52,286
- Other
- $0
- Deferred
- $13,031
- Nontaxable benefits
- $16,128
- Filer's total
- $409,364
-
PAUL REDFERN
CHIEF FINANCIAL OFFICER
- Total calculated
- $336,947
- From this org
- $315,014
- From related orgs
- $0
- Other
- $21,933
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $284,987
- Bonus
- $30,027
- Other
- $0
- Deferred
- $12,573
- Nontaxable benefits
- $9,360
- Filer's total
- $336,947
-
PETER BATTISTEL
CHIEF TECHNOLOGY OFFICER
- Total calculated
- $313,782
- From this org
- $292,152
- From related orgs
- $0
- Other
- $21,630
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $262,125
- Bonus
- $30,027
- Other
- $0
- Deferred
- $12,798
- Nontaxable benefits
- $8,832
- Filer's total
- $313,782
-
CAMEY CHRISTENSON
CHIEF BUSINESS DEVELOPMENT
- Total calculated
- $312,670
- From this org
- $299,744
- From related orgs
- $0
- Other
- $12,926
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $270,717
- Bonus
- $29,027
- Other
- $0
- Deferred
- $11,630
- Nontaxable benefits
- $1,296
- Filer's total
- $312,670
-
MEGAN STORER
CHIEF OF STAFF
- Total calculated
- $255,554
- From this org
- $244,777
- From related orgs
- $0
- Other
- $10,777
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $222,477
- Bonus
- $22,300
- Other
- $0
- Deferred
- $2,233
- Nontaxable benefits
- $8,544
- Filer's total
- $255,554
-
ADRIAN CARSTENS
DIRECTOR CLIENT SERVICES
- Total calculated
- $131,953
- From this org
- $118,639
- From related orgs
- $0
- Other
- $13,314
- Hours/week
- 40
-
WENDY JENKINS
CONTROLLER
- Total calculated
- $149,084
- From this org
- $134,712
- From related orgs
- $0
- Other
- $14,372
- Hours/week
- 40
-
JESSICA PETER
VICE PRESIDENT OF EXTERNAL AFFAIRS
- Total calculated
- $156,432
- From this org
- $142,676
- From related orgs
- $0
- Other
- $13,756
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,676
- Bonus
- $0
- Other
- $0
- Deferred
- $5,548
- Nontaxable benefits
- $8,208
- Filer's total
- $156,432
-
JUAN ROJAS
SENIOR SALESFORCE ADMINISTRATOR
- Total calculated
- $127,133
- From this org
- $114,633
- From related orgs
- $0
- Other
- $12,500
- Hours/week
- 40
-
DOUG LUFFBOROUGH
CHIEF PEOPLE OFFICER
- Total calculated
- $228,078
- From this org
- $226,515
- From related orgs
- $0
- Other
- $1,563
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $226,515
- Bonus
- $0
- Other
- $0
- Deferred
- $363
- Nontaxable benefits
- $1,200
- Filer's total
- $228,078
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 — 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
- $26,859,229
- Expenses
- $26,229,937
- Contributions
- $495,757
- Grants paid
- $0
-
2023
- Revenue
- $29,002,503
- Expenses
- $28,643,214
- Contributions
- $809,841
- Grants paid
- $0
-
2022
- Revenue
- $27,234,985
- Expenses
- $26,220,129
- Contributions
- $690,217
- Grants paid
- $0
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.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
$525,000
2022 Grant to support AARP Foundation's SNAP benefits program
-
$490,622
2024 Cie: Centering Community Voice (Year 2)
-
CALIFORNIA COMMUNITY FOUNDATION
$413,000
2022 HEALTH
-
$350,000
2024 GRANT TO SUPPORT AARP FOUNDATION'S FINANCIAL WELLBEING PROGRAM
-
$200,000
2023 Grant to support AARP Foundation's Benefits program
-
CALIFORNIA HEALTHCARE FOUNDATION
$106,000
2022 COMMUNITY INFO EXCHANGE (CIE)-211 SAN DIEGO CALIFORNIA FORUM, 2022; PARTNERSHIPS FOR ACTION PILOT; CIN PARTNER STIPEND - PHASE 8
-
$100,000
2023 Coordinating Access To Calfresh
-
$84,928
2022 Expanding The Community Information Exchange (Cie)
-
CALIFORNIA HEALTHCARE FOUNDATION
$54,000
2023 CIN PARTNER STIPEND - PHASE 8; PARTNERSHIPS FOR ACTION PILOT
-
$50,000
2023 SAN DIEGO GRANT FOR DISASTER PREPAREDNESS AND RISK REDUCTION
The 10 largest by cash amount. The API serves every itemized grant.
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
-
SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE
501(C)(3) · SUPPORT INFORMATION EXCHANGE · CA · controlled entity
Declared as related by
-
SAN DIEGO REGIONAL HEALTHCARE INFORMATION EXCHANGE
On its 2024 return
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 10 September 2026, under deductibility PC.
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.