2024-06-06T13:47:04-05:00 2023-12-31 BDO USA 221 N Wall Street Suite 400 Spokane WA 99201 990 2023-01-01 943120231 Catalight Foundation % THE ORGANIZATION CATA 9252668400 2730 Shadelands Drive Bldg 10 Walnut Creek CA 94598 Stephen Park Interim CFO 9252668400 2024-05-15 true Stephen Park XXX-XX-XXXX true Cindy J Janikowski P00165179 5097478095 2 2023 2023-04-26 12:10:37Z Susan Armiger 2730 Shadelands Drive Bldg 10 Walnut Creek CA 94598 347850983 false X WWW.CATALIGHT.ORG X 1989 CA See schedule O 12 12 430 12 0 0 91082 118739 322419927 344284505 838390 2077145 80363 1153721 323429762 347634110 3528004 3001411 0 0 45732531 57032684 0 0 0 262893462 292639226 312153997 352673321 11275765 -5039211 151072674 151195864 72367427 77514975 78705247 73680889 X 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 and providing access to innovative, individualized care services, clinical research, and advocacy-all powered by intelligent technologies. false false 1.Catalight has been investing 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. Backed by more than a decade of experience and a multidisciplinary team of clinicians, we are reimagining the way people with developmental disabilities and their families experience healthcare utilizing real-world data. In 2023, the Catalight Research Institute published two groundbreaking studies. Our first publication unequivocally proved that success in applied behavior analysis (ABA) need not be measured in hours, but rather in meaningful clinical outcomes. The second demonstrated that parent-mediated ABA-an approach where clinical experts teach caregivers ABA techniques so they can support their child in real-time-is not only clinically effective, but it also helps parents feel more competent, therefore reducing stress and improving the overall wellbeing of the family so they can navigate the day-to-day a little bit easier. 2.Catalight continues to evolve its services, allowing individuals to choose their path regarding their care. In 2023, we introduced two new care modalities: a.Compass Behavioral is a self-guided coaching program for youth and adults who wish to focus on areas of growth such as executive functioning, social relationships, or emotional regulation. Compass Behavioral is designed to promote self-determination and wellbeing. b.Research Units in Behavioral Intervention (RUBI) are designed to reduce disruptive behaviors before they become dangerous. RUBI is a parent-mediated outpatient program packaged by Oxford Press and delivered by experts in the field of autism, including Catalight. A therapist spends one hour per week teaching caregivers how to implement a range of behavioral strategies based on applied behavioral analysis - increasing self-efficacy and giving parents a better understanding of how to intervene whenever their child is in need. Strategies are tailored for each child and seek to identify what drives behaviors instead of the behavior itself. 3.As part of our advocacy efforts, Catalight was recently named a Healthy People 2030 Champion by the Office of Disease Prevention and Health Promotion (ODPHP) for our bold vision for the future. This designation is pivotal as we seek to address the social determinants that drive people's ability to access and navigate our complex healthcare system to pursue more significant health and wellbeing at the micro and macro levels. 4.In August of 2023, Catalight-as well as its colleagues and donors within its family of companies and Easterseals, Inc.-rallied together to support the creation of a Relief Fund to support the staff and participants affected by the wildfires on Maui. In total, employees raised over $25k and Catalight matched $25k in monetary donations and donated 1444 sick or wellness hours to help offer respite to other employees as they navigated through damage and loss. 287424997 2000000 341642630 CATALIGHT FORMED AND OVERSEES CATALIGHT CARE SERVICES (CCS). AS ONE OF THE LARGEST BEHAVIORAL HEALTH NETWORKS IN THE U.S., CCS MANAGES APPROXIMATELY 120 PROVIDER ORGANIZATIONS WITH MORE THAN 5,000 PRACTITIONERS SUPPORTING 12,000+ INDIVIDUALS AND FAMILIES WITH 3M BEHAVIORAL HEALTH CARE HOURS ANNUALLY. CCS PROVIDES 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. 2641875 287424997 true true false false false false false false false false true false false true true true false true false false false false false false false false false true false true false false false false false false false false false false false false true true true true false false true 132 0 true 430 true false false false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false CA X THE ORGANIZATION 9252668450 2730 SHADELANDS DR Walnut Creek CA 94598 Susan Armiger President, CEO and Secretary 40.0 0.0 X 884413 0 38889 Nhan Nguyen Chief Technology Officer 40.0 0.0 X 726840 0 4515 Natalie Margolis Chief Operating Officer 40.0 0.0 X 651491 0 30399 Tracy Gayeski Chief Health Officer, 2023 SVP 40.0 0.0 X 495969 0 31811 Kiran A Philipponnat SVP, Product & Tech Operations 40.0 0.0 X 478278 0 29533 Teri Kuehnast Chief Marketing and Impact Off 40.0 0.0 X 467152 0 33915 Doreen Samelson Chief Clinical Officer 40.0 0.0 X 465388 0 31802 Andrea Pettiford CEO, ESH & ESNORCAL 40.0 0.0 X 448565 0 24567 Alan Smith Chief Financial Officer 40.0 0.0 X 428162 0 41315 Simon Harris Chief Risk & Compliance Office 40.0 0.0 X 409095 0 46958 Li Ern Chen Chief Pop Health Officer 40.0 0.0 X 420154 0 26097 Paul Meijer SR VP, REAL ESTATE 40.0 0.0 X 388035 0 40719 Ryan Godfrey VP, Product Management 40.0 0.0 X 384508 0 35048 Tzer-Her Hwang VP, Engineering 40.0 0.0 X 363921 0 38306 Elizabeth Conway Chief Rev Officer (outgoing) 40.0 0.0 X 368458 0 31064 Michelle Befi SVP, Sustainable Program Desig 40.0 0.0 X 350225 0 17796 Tara Kousha Advocate - Justice, Equity 40.0 0.0 X 330963 0 23801 Trent Iden Chief Growth Officer 40.0 0.0 X 311805 0 13469 Melanie Akins Chief Development Officer 40.0 0.0 X 274753 0 30446 Gina Lau Chief People & Wellbeing Offic 40.0 0.0 X 236816 0 21731 Marty Hodgett Chair (Catalight & BHPN) 1.0 1.0 X 0 0 0 Jim Ernest Treasurer (Catalight & BHPN) 1.0 1.0 X 0 0 0 Danielle Yafuso Director (Catalight) 1.0 1.0 X 0 0 0 Kimberly Donellan Director (Catalight) 1.0 0.0 X 0 0 0 Jeff Roest Director (Catalight) 1.0 0.0 X 0 0 0 David Durham Director (Catalight) 1.0 0.0 X 0 0 0 Connie Santilli Vice Chair (Catalight & XOLV) 1.0 1.0 X 0 0 0 Kurt Garbe Director (Catalight & XOLV) 1.0 1.0 X 0 0 0 SABRINA ANDARA Chair (BHPN) 1.0 0.0 X 0 0 0 Katherine Wood Director (Catalight) 1.0 0.0 X 0 0 0 Stephanie Quarles Director (BHPN) 1.0 0.0 X 0 0 0 John Lake Director (BHPN) 1.0 0.0 X 0 0 0 Hoby Wedler Director (Catalight) 1.0 0.0 X 0 0 0 Brett Andrews Director (Catalight) 1.0 0.0 X 0 0 0 Ku'ulani Keohokalole Director 1.0 0.0 X 0 0 0 Sandy Whicker Director (BHPN) 1.0 0.0 X 0 0 0 Jennifer Lee Director (BHPN) 1.0 0.0 X 0 0 0 Elaine Lam Director (BHPN) 1.0 0.0 X 0 0 0 Bharthi Sampangi Director (BHPN) 1.0 0.0 X 0 0 0 Gabriela Alvanos Director (BHPN) 1.0 0.0 X 0 0 0 Sue Datta Director (BHPN) 1.0 0.0 X 0 0 0 8884991 0 592181 33 false true false ACES 2020 LLC PO Box 33568 SAN DIEGO CA 92163 Behavior Health Serv 11758756 Kadiant LLC 301 Commerce Street Ste 3300 FORT WORTH TX 76102 Behavior Health Serv 3936694 Trumpet Behavorial Health LLC PO Box 8476 PASADENA CA 911098476 Behavior Health Serv 2465207 Butterfly Effects LLC 500 Fairway Dr Ste 102 DEERFIELD BEACH FL 33441 Behavior Health Serv 1972208 Burnett Therapeutic Services LLC 3419 Valle Verde Dr NAPA CA 94558 Behavior Health Serv 2171756 60 118739 5000 118739 CSS - PROGRAM SERVICES 341642630 341642630 XOLV PROGRAM 2641875 2641875 344284505 2079046 0 2079046 0 0 1141678 1141678 0 1141678 1141678 214972 216873 -1901 -1901 -1901 0 0 0 0 0 0 0 0 0 OTHER INCOME 12043 12043 12043 347634110 344284505 0 3230866 3001411 3001411 0 0 0 6920025 495969 6424056 0 41346632 15089355 26257277 856283 254651 601632 4669100 1640365 3028735 3240644 1141231 2099413 0 1417740 94750 1322990 261781 261781 0 0 0 7554394 409505 7144889 0 181107 10300 170807 6656002 920909 5735093 0 4234456 1305927 2928529 407841 21146 386695 0 0 0 0 6492969 1035834 5457135 309076 86089 222987 PROVIDER SERVICE COST 253395475 253395475 0 PROGRAM OPERATING COST 7518237 7499189 19048 COMMUNITY BENEFIT 819015 819015 0 RECRUITING 904581 10632 893949 2486552 193244 2293308 0 352673321 287424997 65248324 0 43609 49498 63318401 81384009 0 12730 44244311 30586031 0 0 0 0 9668404 2178286 0 0 3139124 3730966 47339611 29617682 18199028 17721929 0 5006 0 0 0 0 0 0 12459797 15527409 151072674 151195864 38540983 43159622 0 0 21662234 24396802 0 0 0 0 0 0 0 0 0 0 12164210 9958551 72367427 77514975 X 78705247 73680889 0 0 78705247 73680889 151072674 151195864 X -5039211 14853 X false true X true false X 906863 0 10798 91082 118739 1127482 296552158 277597838 298950921 322419927 344284505 1539805349 0 0 0 297459021 277597838 298961719 322511009 344403244 1540932831 81098 81098 0 81098 81098 1540851733 985775 169721 28344 927624 3220724 5332188 0 985775 169721 28344 927624 3220724 5332188 0 41875 10000 10515 45 12043 74478 298486671 277777559 299000578 323438678 347636011 1546339497 0.99645 0.99840 0.00345 0.00150 X Part II, Line 10 - Other Income Nature and Source 2023 2022 2021 2020 2019 Other income $12,043 $45 $10,515 $10,000. $41,875. Total $12,043 $45 $10,515 $10,000. $41,875. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11469878 5716590 5753288 6832207 3834564 2997643 29037526 20066528 8970998 17721929 DEFERRED COMPENSATION 1198746 RIGHT OF USE ASSET 9361614 DUE FROM RELATED PARTIES 4967049 15527409 0 CAPITAL LEASE - ST 596937 OPERATING LEASE LIABILITY 9361614 9958551 X Part X - FASB ASC 740 Footnote Part X, Line 2: Catalight has received notification from the Internal Revenue Service (the IRS) and the state of California that it qualifies for tax-exempt status under Section 501(c)(3) of the Internal Revenue Code (the IRC) and Section 2730 I (d) of the California Revenue and Taxation Code, respectively. ESH received its tax-exempt status under IRC Section 501(c)(3) and the state of Hawaii. Catalight, ESNorcal, and ESH are subject to income taxes on any net income that is derived from a trade or business, regularly carried on, and not in furtherance of the purposes for which it was granted exemption. During the year, the net income from any unrelated trade or business is not material to the consolidated financial statements. Xolv and BHPN are single member LLCs and are disregarded entities of Catalight for federal income tax purposes. Therefore, all earnings, gains and losses are passed to its member, catalight. For California income tax purposes, Xolv and BHPN are required to pay a fee based on gross receipts, as defined, plus $800 annually each. The organization recognizes the effect of income tax positions only if those positions are more likely than not of being sustained, and changes in recognition or measurement are reflected in the period in which the change in judgment occurs. The organization has evaluated its current tax positions and has concluded that as of December 31,2023, it does not have any significant uncertain tax positions for which a reserve would be necessary. false EASTER SEALS HAWAII 710 GREEN STREET HONOLULU HI 96813 990075235 501(C)(3) 1501411 Cash SUPPORT OF ESH EASTERSEALS NORTHERN CALIFORNIA 2730 SHADELANDS DRIVE BLDG 10 WALNUT CREEK CA 94598 841839186 501(C)(3) 1500000 Cash SUPPORT OF NORCAL 2 X X X X X false true false false false false false false false Susan Armiger President, CEO and Secretary 635000 246906 2507 30000 8889 923302 Natalie Margolis Chief Operating Officer 473350 177151 990 22500 7899 681890 Nhan Nguyen Chief Technology Officer 482250 181207 63383 0 4515 731355 Trent Iden Chief Growth Officer 310625 180 1000 12464 1005 325274 Teri Kuehnast Chief Marketing and Impact Off 391390 75072 690 30000 3915 501067 Doreen Samelson Chief Clinical Officer 388710 75840 838 30000 1802 497190 Paul Meijer SR VP, REAL ESTATE 322631 63424 1980 28850 11869 428754 Michelle Befi SVP, Sustainable Program Desig 292943 57019 263 17498 298 368021 Andrea Pettiford CEO, ESH & ESNORCAL 351875 96240 450 22500 2067 473132 Kiran A Philipponnat SVP, Product & Tech Operations 360265 67240 50773 16927 12606 507811 Tracy Gayeski Chief Health Officer, 2023 SVP 396250 99250 469 22500 9311 527780 Li Ern Chen Chief Pop Health Officer 389464 30240 450 22500 3597 446251 Elizabeth Conway Chief Rev Officer (outgoing) 277000 80160 11298 30000 1064 399522 Alan Smith Chief Financial Officer 406192 19990 1980 30000 11315 469477 Simon Harris Chief Risk & Compliance Office 343875 63240 1980 30000 16958 456053 Melanie Akins Chief Development Officer 273958 420 375 21017 9429 305199 Gina Lau Chief People & Wellbeing Offic 194469 20380 21967 19783 1948 258547 Tzer-Her Hwang VP, Engineering 309468 24486 29967 30000 8306 402227 Ryan Godfrey VP, Product Management 290518 54850 39140 21814 13234 419556 Tara Kousha Advocate - Justice, Equity 282500 48240 223 20051 3750 354764 Part I, Line 4a & 4b: Catalight has a nonqualified IRC section 457(f) employee retirement plan covering certain employees holding executive positions with the organization. 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: ALAN SMITH: $41,080 DOREEN SAMELSON: $39,312 ANDREA PETTIFORD: $36,500 PAUL MEIJER: $32,540 NATALIE MARGOLIS: $57,298 TERI KUEHNAST: $39,848 TARA KOUSHA: $30,000 TRENT IDEN: $42,000 SIMON HARRIS: $34,650 TRACY GAYESKI: $40,000 CHEN LI: $40,000 MELANIE AKINS: $30,000 SUSAN ARMIGER: $95,250 Form 990, Part I, Line 1 Catalight and its family of companies is one of the largest behavioral health networks in the nation and continues to expand its reach and influence. 2023 was a year of growth in both the impact of our care services and the important work we do to reshape standards and treatment options. Looking back on 2023, Catalight experienced numerous milestones on its path to break down the barriers and biases faced by individuals with developmental disabilities. Our services expanded, and we now have more than 14,000 practitioners serving 17,000 clients and their families as they navigate their care path in pursuit of meaningful outcomes and greater wellbeing. Catalight is the parent organization leading a family of companies that includes Easterseals Hawaii, Easterseals Northern California and Catalight Care Services. Across the four non-profit companies, there are more than 800 employees working together to help create a more equitable world so people with developmental disabilities can choose their path. Form 990, Part VI, Line 11b THE FORM 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO SUBMISSION WITH THE IRS. Form 990, Part VI, Line 12c THE CATALIGHT BOARD OF DIRECTORS, OFFICERS, EMPLOYEES, AND REPRESENTATIVES OF CATALIGHT ARE EXPECTED TO FOLLOW THE CONFLICT OF INTERESTS POLICY AND TO USE GOOD JUDGEMENT, ADHERE TO HIGH ETHICAL STANDARDS, AND TO CONDUCT THEIR AFFAIRS IN SUCH A MANNER AS TO AVOID ANY ACTUAL OR POTENTIAL CONFLICT BETWEEN THEIR PERSONAL INTEREST AND THOSE OF CATALIGHT. Form 990, Part VI, Line 15a THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS IS AUTHORIZED TO CONDUCT AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW OF THE CEO AND REVIEW AND RECOMMEND TO THE CEO A TOTAL COMPENSATION PACKAGE FOR ALL EXECUTIVES RELATING TO COMPENSATION IN ORDER TO ATTRACT AND RETAIN HIGH CALIBER INDIVIDUALS CAPABLE OF ACHIEVING CATALIGHT'S MISSION. THE CEO USES THIS INFORMATION TO DETERMINE EXECUTIVE COMPENSATION. Form 990, Part VI, Line 19 The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Form 990 Part III, Line 4D XOLV TECHNOLOGY SOLUTIONS LLC, AN ENTITY OF THE CATALIGHT FOUNDATION,PROVIDES TRANSFORMATIVE TECHNOLOGY AND SERVICES TO HELP COMPANIES IMPROVE THEIR OPERATIONAL EFFICIENCIES SO THEY CAN DELIVER QUALITY CARE THAT IS BOTH ACCESSIBLE AND AFFORDABLE. THROUGH THEIR FULLY-INTEGRATED SUITE OF SOLUTIONS-FROM CLINICAL ASSESSMENTS AND CLINICAL OPERATIONS TO REVENUE CYCLE MANAGEMENT-XOLV EQUIPS CUSTOMERS TO MEET THE DEMANDS OF TODAY'S EVER-CHANGING HEALTHCARE INDUSTRY PRESSURES BY PROVIDING TECHNOLOGY THAT CARES. Xolv Technology Solutions LLC 2820 Shadelands Drive Walnut Creek CA 94598 822147993 Technology CA 21212419 2665624 Catalight BHPN LLC 2730 Shadelands Drive Bldg 10 Walnut Creek CA 94598 841823127 Behavioral CA 342702883 54531893 Catalight Easterseals Northern California 2730 Shadelands Drive Bldg 10 Walnut Creek CA 94598 841839186 Charitable CA 501(c)(3) 509(a)(2) Catalight true Easter Seals Hawaii 710 Green Street Honolulu HI 96813 990075235 Charitable HI 501(c)(3) 509(a)(1) Catalight true Xolv Technology Solutions inc 2730 Shadelands Drive Bldg 10 Walnut Creek CA 94598 933561540 Tech Solutions CA Catalight C Corp 0 0 1.00000 true false true false true false false false false false false true true false false false false false false Easterseals Northern California m 6206084 Contractual Easterseals Northern California l 1418449 Contractual Easterseals Northern California b 1500000 Grant Easterseals Hawaii b 254955 Contractual Easterseals Hawaii b 1001416 Grant Easterseals Hawaii d 2278558 Contractual Easterseals Hawaii l 1223426 Contractual Easterseals Hawaii l 1019296 Contractual Easterseals Hawaii b 500000 Grant