2024-02-12T13:07:58-06:00 2023-03-31 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-04-01 954523231 CALIFORNIA HEALTHCARE FOUNDATION CALI 5102381040 1438 WEBSTER ST 400 OAKLAND CA 94612 TIE KIM VP FIN, ADMIN, INVESTS/TREAS & SEC 5102381040 2024-02-15 1 TIE KIM 999009999 0 MAGA E KISRIEV P01008919 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIE KIM 1438 WEBSTER ST 400 OAKLAND CA 94612 162834755 0 X WWW.CHCF.ORG X 1995 CA TO SUPPORT MEANINGFUL, MEASURABLE IMPROVEMENTS IN HEALTH CARE FOR ALL CALIFORNIANS. 11 10 69 1 3725550 3304718 0 0 533971 556420 75626019 16294820 565418 792411 76725408 17643651 38605606 41648168 0 0 14458266 16320690 0 0 0 10732399 6619384 63796271 64588242 12929137 -46944591 962705535 833926666 8821641 7472051 953883894 826454615 X CHCF IS DEDICATED TO ADVANCING MEANINGFUL, MEASURABLE IMPROVEMENTS IN THE WAY THE HEALTH CARE DELIVERY SYSTEM PROVIDES CARE TO THE PEOPLE OF CALIFORNIA, PARTICULARLY THOSE WITH LOW INCOMES AND THOSE WHOSE NEEDS ARE NOT WELL SERVED BY THE STATUS QUO. 0 0 17074928 14750200 0 ADVANCING PEOPLE-CENTERED CARE: CHCF SUPPORTS CARE SYSTEMS TO WORK COLLABORATIVELY TO ENSURE PEOPLE RECEIVE RESPONSIVE, COMPREHENSIVE, AND COORDINATED SERVICES THAT SUPPORT THEIR HEALTH AND WELL-BEING AND REDUCE INEQUITIES IN CARE. THIS WORK INCLUDES: 1) BEHAVIORAL HEALTH TRANSFORMATION: CHCF AIMS TO TRANSFORM MENTAL HEALTH AND SUBSTANCE USE TREATMENT SO THAT WHEREVER AND HOWEVER THE CARE IS DELIVERED, IT IS EFFECTIVE, APPROPRIATE, AND ACCESSIBLE IMPROVING OUTCOMES AND REDUCING INEQUITIES. 2) CARE FOR PEOPLE WITH COMPLEX NEEDS: CHCF AIMS TO HELP MEDI-CAL ENROLLEES WITH CHALLENGING HEALTH OR SOCIAL CIRCUMSTANCES GET HIGH-QUALITY MEDICAL CARE AND SUPPORTIVE SERVICES THAT IMPROVE THEIR LIVES. 3) ADVANCING BLACK HEALTH EQUITY: CHCF AIMS TO IMPROVE CARE AND OUTCOMES FOR BLACK CALIFORNIANS BY WORKING WITH HEALTH CARE PARTNERS TO INTERRUPT RACISM, BUILD TRANSPARENCY AND ACCOUNTABILITY AROUND EQUITABLE CARE, AND DIVERSIFY THE HEALTH CARE WORKFORCE. 16567297 14671468 0 IMPROVING ACCESS: CHCF AIMS TO ADVANCE STATE POLICY REFORMS AND DELIVERY SYSTEM TRANSFORMATION TO IMPROVE COVERAGE AND CARE. THIS WORK INCLUDES: 1) ACCESS TO AFFORDABLE COVERAGE: CHCF AIMS TO ADVANCE STATE POLICIES AND PRACTICES THAT ENSURE THAT ALL CALIFORNIANS WITH LOW INCOMES HAVE AFFORDABLE COVERAGE AND THAT MEDI-CAL ENROLLEES CAN GET THE CARE THEY NEED WHEN THEY NEED IT. 2) ACCESS TO PRIMARY CARE: CHCF AIMS TO ADVANCE POLICY, PAYMENT, AND DELIVERY SYSTEM REFORMS TO IMPROVE ACCESS BY CALIFORNIANS WITH LOW INCOMES TO HIGH-QUALITY, LINGUISTICALLY AND CULTURALLY RESPONSIVE PRIMARY CARE INCLUSIVE OF BEHAVIORAL HEALTH CARE. 3) ACCESS TO SPECIALTY CARE: CHCF AIMS TO SPREAD THE USE OF TELEHEALTH IN CALIFORNIA'S SAFETY NET AND TO SPUR MEDI-CAL POLICY AND PAYMENT REFORMS TO IMPROVE ACCESS TO SPECIALTY CARE FOR CALIFORNIANS WITH LOW INCOMES. 13506206 10726500 0 LAYING THE FOUNDATION: CHCF AIMS TO BUILD A STRONG FOUNDATION FOR DELIVERING MEANINGFUL CHANGE IN CALIFORNIA'S HEALTH CARE SYSTEM BY PROVIDING TIMELY RESEARCH, SUPPORTING HEALTH CARE JOURNALISM, TRAINING LEADERS, AND DEVELOPING CROSS-SECTOR NETWORKS. THIS WORK INCLUDES: 1) MARKET ANALYSIS AND INSIGHT: CHCF AIMS TO PROVIDE RESEARCH AND ANALYSIS ON CALIFORNIA'S MARKET-WIDE CARE ECOSYSTEM, WITH A PARTICULAR FOCUS ON HOW THAT SYSTEM IS STRUCTURED AND PERFORMING FOR CALIFORNIANS WITH LOW INCOMES. 2) SUPPORTING HIGH-QUALITY HEALTH JOURNALISM: CHCF SUPPORTS HEALTH CARE JOURNALISM SO THAT MAINSTREAM AND COMMUNITY/ETHNIC MEDIA OUTLETS CAN PROVIDE CALIFORNIANS WITH ACCESS TO TIMELY, RELEVANT INFORMATION ABOUT THE MOST PRESSING HEALTH CARE ISSUES. 3) BUILDING LEADERSHIP: CHCF AIMS TO SUPPORT LEADERSHIP AND SKILL-BUILDING FOR CALIFORNIA'S HEALTH CARE PROFESSIONALS AND STATE POLICY PARTNERS, AS WELL AS TO SUPPORT LEARNING OPPORTUNITIES FOR ORGANIZATIONS IMPROVING CARE DELIVERY IN THE SAFETY NET. 4) BRIDGING THE INNOVATION GAP: CHCF AIMS TO DEVELOP INFORMATION, NETWORKS, AND COMMUNICATION PLATFORMS THAT ENABLE SAFETY-NET PROVIDERS AND HEALTH PLANS TO WORK WITH ENTREPRENEURS ON DELIVERY SYSTEM IMPROVEMENT. 9073894 1500000 556420 ACROSS OUR THREE PRIMARY GOALS, CHCF ALSO USES A VARIETY OF TOOLS TO INCREASE THE IMPACT OF OUR GRANT MAKING. OUR EXTERNAL ENGAGEMENT WORK USES POLICY CONVENINGS, RESEARCH AND ANALYSIS, AND STRATEGIC COMMUNICATIONS TO SUPPORT THE PROGRAMMATIC WORK OF THE FOUNDATION. 1) CONVENING: WE BRING STAKEHOLDERS TOGETHER TO FIND SOLUTIONS, SPREAD KNOWLEDGE, AND CREATE THE IMPETUS FOR CHANGE. 2) RESEARCH: WE CREATE A DATA AND POLICY ANALYSIS AGENDA THAT HELPS DECISIONMAKERS MAKE INFORMED CHOICES. 3) ENGAGEMENT: WE USE OUR VOICE AND RELATIONSHIPS TO ADDRESS HEALTH CARE PROBLEMS AND FIND SOLUTIONS. 9073894 1500000 556420 56222325 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 163 0 1 69 1 1 1 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X TIE KIM 5102381040 1438 WEBSTER ST STE 400 OAKLAND CA 94612 X AGUILAR-GAXIOLA SERGIO A BOARD MEMBER 3.00 X 30000 0 0 AUGUSTINOS NICHOLAS BOARD MEMBER 3.00 X 31000 0 0 CARLISLE DAVID MURRAY BOARD MEMBER 3.00 X 29000 0 0 ESCOBAR ZOILA DALIA BOARD MEMBER 3.00 X 26000 0 0 GIBBONEY ELIZABETH BOARD MEMBER 3.00 X 0 0 0 GROSS DANIEL L BOARD MEMBER (TERM ENDED FY 22-23) 3.00 X 10750 0 0 JONES MARC E BOARD MEMBER (TERM ENDED FY 22-23) 3.00 X 32000 0 0 LINDSAY MELVIN BOARD MEMBER (TERM STARTED FY 22-23) 3.00 X 0 0 0 NGUYEN LOUIE BOARD MEMBER (TERM STARTED FY 22-23) 3.00 X 0 0 0 O'KEEFE LYNNE CHOU BOARD MEMBER 3.00 X 29000 0 0 LARET MARK BOARD MEMBER 3.00 X 23250 0 0 REYES CAROLYN BOARD MEMBER 3.00 X 39000 0 0 HERNANDEZ SANDRA PRESIDENT & C.E.O 45.00 X X 701867 0 105353 ZIEGLER CRAIG VP FIN-ADM-INV/SEC&TRS(TILL 5/16/22) 45.00 X 505210 0 59818 KIM TIE VP FIN-ADM-INV/TREAS (EFF. 5/16/22) 45.00 X 257713 0 63687 CARTER KARA SR VP PGRMS & SEC.(SEC. EFF 5/16/22) 45.00 X 423157 0 75158 BUCKLEY MELISSA PROGRAM DIRECTOR OF INNOVATIONS 45.00 X 307411 0 102790 SCHNEIDERMANN MICHELLE PRG DIR-ADVANCING PEOPLE CNTR'D CARE 45.00 X 302901 0 60037 PERRONE CHRISTOPHER PROGRAM DIRECTOR OF IMPROVING ACCESS 45.00 X 296795 0 73437 READER CHARLES CHIEF TALENT OFFICER 45.00 X 290059 0 46079 SHEWRY SANDRA VP OF EXTERNAL ENGAGEMENT 45.00 X 315543 0 37474 3650656 0 623833 53 0 1 0 MAKENA CAPITAL MANAGEMENT 2755 SAND HILL RD SUITE 200 MENLO PARK CA 94025 INVESTMENT MANAGEMENT 4059972 L FISHER ASSOCIATES LLC 427 BEACON RIDGE BLVD CHAPEL HILL NC 27516 RECRUITING SERVICES 170536 FORUM ONE COMMUNICATIONS CORP 6140 S GUN CLUB RD K6 153 AURORA CO 80016 WEBSITE HOSTING AND MAINTENANCE 112065 3 PRI INTEREST INCOME 900003 556420 556420 556420 -67182 1107776 -1174958 7254 7254 2398853 1613696 785157 785157 785157 157321635 2617775 143577408 0 13744227 2617775 16362002 2617774 13744228 17643651 556420 3725550 13361681 39094141 39094141 2554027 2554027 2223759 695329 1528430 10390944 8676586 1714358 1469244 1222248 246996 1487303 1136024 351279 749440 593011 156429 72057 40343 31714 89676 89676 3276292 3276292 937766 508145 429621 175308 142002 33306 304002 245793 58209 128093 107849 20244 397548 223393 174155 70373 56861 13512 119536 95895 23641 DIRECT CHARITABLE (PRC) 430652 430652 0 STAFF PROF DEVELOPMENT 227330 73697 153633 PRI INTEREST DISCOUNT & 148039 148039 0 UBI TAX 35518 0 35518 207194 178290 28904 64588242 56222325 8365917 0 1362420 101185 7716448 6797872 285709 348049 509973 580884 50055527 1250064 48982495 48805463 893434986 765062076 9173984 10971282 1239520 1259855 962705535 833926666 2218053 3002537 6603588 3972782 0 496732 8821641 7472051 X 953883894 826454615 953883894 826454615 962705535 833926666 X -46944591 -80648722 -9256 173290 X 0 1 X 1 0 4760000 4760000 42385545 42385545 1514455 56789 42513 1528731 118496 76232 42264 1220242 1131319 88923 48805463 PRIVATE EQUITY AND VENTURE CAPITAL 46214994 F MULTI-ASSET CLASS COMMINGLED FUNDS 589928015 F FIXED INCOME COMMINGLED GLOBAL FUND 128156833 F GLOBAL EQUITY POOLED FUNDS 75591 F ABSOLUTE RETURN FUNDS 686643 F 765062076 OPERATING LEASE LIABILITIES 496732 496732 X PART X, LINE 2: WHILE THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES, IT IS SUBJECT TO TAX ON INCOME WHICH IS DEEMED TO BE UNRELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION GENERATES SUCH UNRELATED BUSINESS INCOME THROUGH SOME OF ITS INVESTMENT ACTIVITY. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 150305651 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 INVESTMENTS 106003 0 0 0 0 0 0 150411654 0 150411654 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 ASSOCIATION OF BLACK FOUNDATION EXECUTIVES 55 EXCHANGE PLACE SUITE 401 NEW YORK NY 10005 237156531 501(C)(3) 20000 0 JANUARY 2023-DECEMBER 2024 MEMBERSHIP ABT ASSOCIATES INC 6130 EXECUTIVE BLVD ROCKVILLE MD 20852 042347643 199660 0 EVALUATION OF PROJECT ROOMKEY ACADEMYHEALTH 1666 K STREET NW SUITE 1100 WASHINGTON DC 20006 521260918 501(C)(3) 10000 0 ANNUAL MEETING, 2022; JANUARY 2023-DECEMBER 2024 MEMBERSHIP ACUMEN AMERICA LLC 40 WORTH STREET SUITE 303 NEW YORK NY 10013 921001569 501(C)(3) 10000 0 SPONSORSHIP FOR MEDICAID INNOVATION COLLABORATIVE (MIC) AT VIVE 2023 AKIDO LABS INC 8605 SANTA MONICA BLVD PMB 17538 WEST HOLLYWOOD CA 90069 465238441 60000 0 PARTNERSHIPS FOR ACTION PILOT ALAMEDA HEALTH SYSTEM FOUNDATION 350 FRANK H OGAWA PLAZA SUITE 900 OAKLAND CA 94612 943103136 501(C)(3) 215000 0 CONNECTED CARE ACCELERATOR DATA COLLECTING EXTENSION; CONNECTED CARE ACCELERATOR EQUITY COLLABORATIVE; EVALUATING AND SUPPORTING SUSTAINABILITY/SPREAD OF BELOVED BIRTH BLACK CENTERING (BBBC) ALAMEDA POINT COLLABORATIVE 677 WEST RANGER AVENUE ALAMEDA CA 94501 943361464 501(C)(3) 100000 0 ADVANCING THE CAPITAL CAMPAIGN FOR ALAMEDA POINT COLLABORATIVE'S MEDICAL RESPITE PROGRAM COUNTY OF ALAMEDA 1000 SAN LEANDRO BLVD STE 300 SAN LEANDRO CA 94577 946000501 COUNTY OF ALAMEDA 220000 0 ALAMEDA COUNTY COMMUNITY HEALTH WORKER INITIATIVE ALLIANCE FOR HEALTH POLICY 1225 19TH ST NW STE 710 WASHINGTON DC 20036 521746328 501(C)(3) 10000 0 2023 UC IRVINE HEALTH CARE FORECAST CONFERENCE PLANNING SUPPORT ALLIANCE MEDICAL CENTER 1381 UNIVERSITY STREET HEALDSBURG CA 95448 942308748 501(C)(3) 50000 0 OPTOMETRY EQUIPMENT FOR ALLIANCE MEDICAL CENTER-CLINICA ALIANZA'S EYE CLINIC ALL-INCLUSIVE COMMUNITY HEALTH CENTER 1311 N SAN FERNANDO BLVD BURBANK CA 91504 274198722 501(C)(3) 10000 0 PARTICIPATION IN THE TELEHEALTH IMPROVEMENT COMMUNITY AMERICAS PHYSICIAN GROUPS 555 W 5TH STREET FLOOR 35 LOS ANGELES CA 90013 470878940 501(C)(6) 10000 0 SAFETY NET SCHOLARSHIPS FOR 2023 APG CONFERENCE AMERICAN INSTITUTES FOR RESEARCH 1400 CRYSTAL DRIVE 10TH FLOOR ARLINGTON VA 22202 250965219 501(C)(3) 126300 0 EVALUATION OF THE ADVANCING BEHAVIORAL HEALTH INTEGRATION AND EQUITY IN PRIMARY CARE LEARNING COLLABORATIVE ARCATA HOUSE PARTNERSHIP 1005 11TH STREET ARCATA CA 95521 943163269 501(C)(3) 36000 0 CIN PARTNER STIPEND - PHASE 8 ASIAN HEALTH SERVICES 101 8TH STREET STE 100 OAKLAND CA 94607 942235908 501(C)(3) 165000 0 SUPPORT FOR THE CA AANHPI HEALTH EQUITY CONVENINGS; 2022 ANNUAL GALA; CONNECTED CARE ACCELERATOR EQUITY COLLABORATIVE ASIAN AMERICANSPACIFIC ISLANDERS IN PHILANTHROPY 300 FRANK OGAWA PLAZA SUITE 256 OAKLAND CA 94612 943150064 501(C)(3) 10000 0 JANUARY 2023-DECEMBER 2024 MEMBERSHIP ASIAN PACIFIC FUND 345 CALIFORNIA STREET SUITE 700 SAN FRANCISCO CA 94104 943201522 501(C)(3) 150000 0 SUPPORT FOR THE RESILIENCY & RECOVERY FUND THE ASPEN INSTITUTE INC 2300 N STREET NW SUITE 700 WASHINGTON DC 20037 840399006 501(C)(3) 325000 0 ANNUAL ASPEN IDEAS FESTIVAL: HEALTH, 2023; LATINOS AND SOCIETY ADVANCING ECONOMIC MOBILITY CONTENT AND CREATIVITY EVENT A THOUSAND JOYS INC 1270 S ALFRED STREET 351839 LOS ANGELES CA 90035 205204911 501(C)(3) 10000 0 INNOVATION FUND ADVISORY COMMITTEE GRANT, TO SUPPORT ITS WORK TO MAKE LEARNING AND WORKING ENVIRONMENTS MORE TRAUMA-INFORMED/RESILIENCE-FOCUSED ATI ADVISORY 3505 ALBEMARLE STREET NW WASHINGTON DC 20008 465466993 33670 0 SUPPORTING INDEPENDENT LIVING THROUGH COMMUNITY SUPPORTS ATLAS CLARITY LLC 32 6TH AVENUE SAN FRANCISCO CA 94118 852589812 41113 0 WESTSIDE CLUBHOUSE PILOT: FINANCIAL SUSTAINABILITY AND RESEARCH PLANNING AVALERE HEALTH LLC 1201 NEW YORK AVE NW SUITE 1000 WASHINGTON DC 20005 262471868 80000 0 CROSS-MARKET ANALYSIS OF HEDIS MEASURES IN CALIFORNIA, 2018-21 AVIA HEALTH LLC 515 N STATE STREET SUITE 300 CHICAGO IL 60654 852640160 85000 0 SERIES OF FOUR TECHNOLOGY LANDSCAPES LEVERAGING AVIA'S MEDICAID TRANSFORMATION PROJECT AXIS COMMUNITY HEALTH 5925 WEST LAS POSITAS BLVD SUITE 100 PLEASANTON CA 94588 942232394 501(C)(3) 10000 0 PARTICIPATION IN THE TELEHEALTH IMPROVEMENT COMMUNITY AYUDANDO LATINOS A SONAR 636 PURISSIMA STREET HALF MOON BAY CA 94019 462464722 501(C)(3) 10000 0 GENERAL SUPPORT BAILIT HEALTH PURCHASING LLC 56 PICKERING STREET NEEDHAM MA 02492 043340991 20179 0 PUBLISHING PRIMARY CARE SPENDING IN CALIFORNIAS COMMERCIAL MARKET; ISSUE BRIEF: COST AND UTILIZATION IMPACTS OF IN-HOME SUPPORTIVE SERVICES CONTRACT MODE AT HEALTH PLAN OF SAN MATEO BAY AREA COUNCIL FOUNDATION PO BOX 4135 BERKELEY CA 94705 201826827 501(C)(3) 13750 0 MARCH 2023 - FEBRUARY 2024 MEMBERSHIP BLACK DOC VILLAGE INC 5601 LEONA ST OAKLAND CA 94605 882152053 501(C)(3) 30000 0 GENERAL OPERATING SUPPORT BLACK MAMAS MATTER ALLIANCE INC 1237 RALPH DAVID ABERNATHY BLVD ATLANTA GA 30310 851274248 501(C)(3) 15000 0 BLACK MAMAS MATTER ALLIANCES 2023 BLACK MATERNAL HEALTH WEEK SPONSORSHIP BLUEPATH HEALTH INC 80 E SIR FRANCIS DRAKE BLVD SUITE 2D LARKSPUR CA 94939 463484135 230165 0 SUPPORTING CALIFORNIA'S TELEHEALTH COALITIONS 2022; SUPPORTING CALIFORNIA'S TELEHEALTH COALITIONS 2023-2025; CONSENT MANAGEMENT PROCESSES TO SUPPORT IMPLEMENTATION OF CALIFORNIAS DATA EXCHANGE FRAMEWORK BLUE SKY CONSULTING GROUP LLC 1999 HARRISON STREET SUITE 1800 OAKLAND CA 94612 593810591 50000 0 MEDI-CAL FACTS AND FIGURES UPDATE 2023 BRANDEIS UNIVERSITY 415 SOUTH ST WALTHAM MA 02453 042103552 501(C)(3) 10000 0 ANNUAL CONFERENCE, 2022 THE BRIDGESPAN GROUP 2 COPLEY PLACE SUITE 3700B BOSTON MA 02116 311625487 501(C)(3) 50000 0 FIELD BUILDING INITIATIVE FOR EQUITABLE SYSTEMS CHANGE BRIGHT RESEARCH GROUP 1211 PRESERVATION PARK WAY OAKLAND CA 94612 273532904 60000 0 EVALUATION OF THE CHW AND PROMOTOR WORKFORCE CAPACITY BUILDING COLLABORATIVES CALIFORNIA BUDGET & POLICY CENTER 1107 9TH STREET SUITE 310 SACRAMENTO CA 95814 680346784 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215 OAKLAND CA 94607 942932254 501(C)(6) 358000 0 GENERAL SUPPORT; CAPTURING STORIES FROM PUBLIC HOSPITALS DURING COVID-19 CALIFORNIA BREASTFEEDING COALITION 510 BEAUMONT AVE PACIFIC GROVE CA 93950 452688965 501(C)(3) 25000 0 EDUCATION CAMPAIGN ON INFORMAL MILK SHARING DURING EMERGENCIES; 2023 CALIFORNIA BREASTFEEDING COALITION SUMMIT CALIFORNIA ASSOCIATION FOR NURSE PRACTITIONERS 1415 L STREET SUITE 1000 SACRAMENTO CA 95814 942599089 501(C)(6) 197000 0 CALIFORNIA ASSOCIATION FOR NURSE PRACTITIONERS CONFERENCE, 2023; ADVANCING THE ROLE OF THE CALIFORNIA ASSOCIATION FOR NURSE PRACTITIONERS; LEGAL SUPPORT: AB 890 REGULATIONS CALIFORNIA ASSOCIATION OF AREA AGENCIES ON AGING 968 SUNNYHILLS ROAD OAKLAND CA 94610 953403557 501(C)(3) 10000 0 ANNUAL CONFERENCE, 2023 CALIFORNIA HEALTH AND HUMAN SERVICES AGENCY 1215 O STREET MS 08 SACRAMENTO CA 95814 680281366 CMHS 30000 0 CALIFORNIA HEALTH AND HUMAN SERVICES AGENCY (CHHSA) DATA EXPO, 2023 CALMATTERS 1017 L STREET 261 SACRAMENTO CA 95814 472474086 501(C)(3) 208000 0 CORE SUPPORT FOR HEALTH REPORTING; BEHAVIORAL HEALTH COVERAGE IN CALIFORNIA CALIFORNIA COALITION FOR YOUTH 1321 HOWE AVE SUITE 210 SACRAMENTO CA 95825 942607710 501(C)(3) 15000 0 SUPPORT FOR YOUTH EMPOWERMENT SUMMIT (YES) CALIFORNIA COLLABORATIVE FOR IMMIGRANT JUSTICE 1999 HARRISON STREET SUITE 1800 OAKLAND CA 94612 852856613 501(C)(3) 50000 0 VACCINE EDUCATION AND EMPOWERMENT IN DETENTION PROGRAM CALIFORNIA COLLABORATIVE FOR LONG TERM SERVICES AND SUPPORTS 1035 MARKET ST L-1 SAN FRANCISCO CA 94103 871439855 501(C)(3) 50000 0 ADDRESSING CHALLENGES AND SHARING BEST PRACTICES FOR LONG-TERM SERVICES AND SUPPORTS PROVIDERS UNDER CALAIM CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES 1501 CAPITOL AVENUE SACRAMENTO CA 95814 680317191 CDOHCS 467772 0 CALIFORNIA HIT LANDSCAPE ASSESSMENT; CALIFORNIA HEALTH INFORMATION TECHNOLOGY (HIT) LANDSCAPE ASSESSMENT-PHASE 2; FINALIZING ALTERNATIVE PAYMENT METHODOLOGY FOR CALIFORNIA FEDERALLY QUALIFIED HEALTH CENTERS; DEVELOPING 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SOLUTIONS 1760 CREEKSIDE OAKS DRIVE STE 175 SACRAMENTO CA 95833 680314970 501(C)(3) 1715000 0 EQUITY & ENGAGEMENT IN SPECIALTY BEHAVIORAL TELEHEALTH; STIPENDS FOR PARTICIPANT CLINICS & COMMUNITY BASED ORGANIZATIONS CALIFORNIA NURSE-MIDWIVES FOUNDATION 60 29TH STREET SUITE 321 SAN FRANCISCO CA 94110 843622602 501(C)(3) 50000 0 SUPPORTING PARTICIPATION IN THE INSTITUTE FOR MEDICAID INNOVATION'S NATIONAL MIDWIFERY COLLABORATIVE CALIFORNIA PAN-ETHNIC HEALTH NETWORK 1221 PRESERVATION PARK WAY STE 200 OAKLAND CA 94612 943306223 501(C)(3) 714022 0 CPEHN 30TH ANNIVERSARY VOICE FOR CHANGE CONFERENCE SPONSORSHIP; ADVANCING MENTAL HEALTH EQUITY IN MEDI-CAL; ADVANCING EQUITY, HEALTH AND SAFETY IN LOCAL COMMUNITIES; HEALTH EQUITY POLICY LANDSCAPE ASSESSMENT PROJECT; COMMUNITY HEALTH WORKER AND PROMOTORES POLICY COALITION; SUBJECT MATTER EXPERT STIPEND - CALIFORNIA MEDI-CAL PHMI EVALUATION DESIGN; ADVANCING MENTAL HEALTH EQUITY IN MEDI-CAL: RENEWAL; PRIMARY CARE INVESTMENT COORDINATING GROUP 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SPONSORSHIP OF THE NOCTURNISTS PODCAST; DEVELOPING A SUSTAINABLE SOCIAL PRESCRIBING MODEL IN A COUNTY HEALTH SYSTEM SOCIAL GOOD SOLUTIONS 9800 TOPANGA CANYON BLVD SUITE D292 CHATSWORTH CA 91311 472256800 54556 0 BLACK HEALTH MOVEMENT PART I: PREPARING THE GROUND SOUTH CENTRAL FAMILY HEALTH CENTER 4425 SOUTH CENTRAL AVENUE LOS ANGELES CA 900113629 953877793 501(C)(3) 10000 0 PARTICIPATION IN THE TELEHEALTH IMPROVEMENT COMMUNITY SOUTHERN CALIFORNIA GRANTMAKERS 1000 N ALAMEDA STREET SUITE 230 LOS ANGELES CA 90012 952831058 501(C)(3) 277000 0 JANUARY 2023-DECEMBER 2024 MEMBERSHIP; SUPPORT FOR THE BLACK EQUITY COLLECTIVE; SOUTHERN CALIFORNIA GRANTMAKERS POLICY CONFERENCE, 2023 SOUTH OF MARKET HEALTH CENTER 229 7TH STREET SAN FRANCISCO CA 94103 237304921 501(C)(3) 10000 0 PARTICIPATION IN THE TELEHEALTH IMPROVEMENT COMMUNITY STALLANT HEALTH 20601 WEST PAOLI LANE WEIMAR CA 95736 471442328 10000 0 PARTICIPATION IN THE TELEHEALTH IMPROVEMENT COMMUNITY THE BOARD OF TRUSTEES OF THE LELAND 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10000 0 PARTICIPATION IN THE TELEHEALTH IMPROVEMENT COMMUNITY WINTERS HEALTHCARE FOUNDATION INC 172 E GRANT AVE WINTERS CA 95694 680454670 501(C)(3) 10000 0 IMPROVE HEALTH OF UNDERSERVED POPULATIONS IN YOLO COUNTY WONDER STRATEGIES FOR GOOD LLC 101 DOWNEY STREET SAN FRANCISCO CA 94117 844655710 65315 0 INNOVATION FUND DIVERSITY COMMUNICATIONS IMPLEMENTATION; COMMUNICATIONS STRATEGY AND SUPPORT FOR THE HOMELESSNESS & HEALTH CARE BODY OF WORK WYNNE HEALTH GROUP LLC 5275 S UNIVERSITY BLVD SUITE 900 GREENWOOD VILLAGE CO 80121 461207295 210000 0 NATIONAL HEALTH POLICY UPDATES YOUNG MEN'S CHRISTIAN ASSOCIATION OF SAN FRANCISCO 169 STEUART STREET SAN FRANCISCO CA 94105 940997140 501(C)(3) 10000 0 INNOVATION FUND ADVISORY COMMITTEE GRANT: YOUTH AND FAMILY ACCESS, AND ANNUAL CAMPAIGN FOR HEALTH INITIATIVES 250 69 2023 SUPPORT FOR FUNDERS FOR MATERNAL MENTAL HEALTH 1 27000 ADAPTING THE CA BRIDGE PROGRAM TO IMPROVE ACCESS TO REPRODUCTIVE HEALTH - PLANNING GRANT 1 30000 ADVANCING BLACK HEALTH 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MENTAL HEALTH NURSE PRACTITIONER VIDEO 1 23662 REMOTE PATIENT MONITORING PROJECT EXPLORATION AND DEVELOPMENT 1 7900 RESEARCH & TECHNICAL ASSISTANCE: FINAL PUBLIC CHARGE RULE PHASE 2 1 3975 SCOPING AND FRAMEWORK FOR AN EVALUATION OF CONTRACT-MODE IN-HOME SUPPORTIVE SERVICES 1 1875 STRATEGIC AND SUSTAINABILITY PLANNING SUPPORT FOR CALIFORNIANS FOR THE ADVANCEMENT OF MIDWIFERY (CAM) 1 1700 STRATEGY, PLANNING, AND PROJECT MANAGEMENT SUPPORT FOR PALLIATIVE CARE BODY OF WORK 1 7000 STREAMLINING REVENUE CYCLE MANAGEMENT FOR ESSENTIAL COMMUNITY PROVIDERS AND COMMUNITY SUPPORT PROVIDERS 1 88400 SUBJECT MATTER EXPERT STIPEND - CALIFORNIA MEDI-CAL PHMI EVALUATION DESIGN 3 7500 SUPPORT FOR CHCF SEPT 2021 PRM OFFSITE AND FIELD LEARNING ON LEARNING COLLABORATIVES 1 1819 SUPPORT FOR WPC COUNTIES NAVIGATING THE TRANSITION TO CALAIM 1 177306 SUPPORTING A WRITER FOR A CHAPTER ON PHILANTHROPY IN THE BOOK "PRACTICAL PLAYBOOK III: WORKING TOGETHER TO IMPROVE MATERNAL HEALTH" 1 6505 SUPPORTING INDEPENDENT LIVING IN THE COMMUNITY: INNOVATION LANDSCAPE 1 7750 TELEHEALTH EXPERIENCE INTERVIEWS PUBLICATION WRITING 1 16500 TELEHEALTH INITIATIVE PROJECT MANAGEMENT 1 2700 TELEHEALTH VIDEO SERIES 1 32862 THE WEALTH OF CA HOSPITALS AND HEALTH SYSTEMS: AN EXAMINATION OF AUDITED FINANCIAL STATEMENTS 2 26230 UNDERSTANDING AUDIENCE NEEDS FOR HEALTH CARE COST TRANSPARENCY DATA 1 46850 WEBINAR SUPPORT: EFFECTIVE MESSAGING ABOUT THE MEDI-CAL EXPANSION TO OLDER ADULTS 1 5472 PART I, LINE 2: BOTH GRANTS AND CONTRACTS FOR WORK WITH A CHARITABLE PURPOSE ARE TREATED AS GRANTS FOR THE PURPOSE OF FORM 990. A CONTRACT OR AWARD LETTER IS ISSUED, AS APPROPRIATE, AND INCLUDES THE PURPOSE OF THE GRANT, THE SCOPE OF WORK (IF APPLICABLE), A SCHEDULE OF DELIVERABLES, A SCHEDULE OF PAYMENTS AND THE REQUIREMENTS TO BE MET FOR THOSE PAYMENTS. WHEN GRANT DELIVERABLES ARE RECEIVED, THEY ARE REVIEWED BY STAFF WHO ARE RESPONSIBLE FOR DETERMINING IF THE DELIVERABLES MEET THE EXPECTATIONS OF THE GRANT. DELIVERABLES INCLUDE FINANCIAL REPORTS AND/OR INVOICES WHICH ARE REVIEWED AGAINST THE ORIGINAL BUDGET FOR THE GRANT TO ENSURE THAT FUNDS ARE EXPENDED FOR THE INTENDED PURPOSES. NAME OF ORGANIZATION OR GOVERNMENT: CENTER FOR HEALTH CARE STRATEGIES, INC. (H) PURPOSE OF GRANT OR ASSISTANCE: CALAIM POLICY TRACKING AND ANALYSIS; CALAIM EVALUATION FRAMEWORK; PREPARING FOR APM 2.0: AN IMPLEMENTATION GUIDE FOR CALIFORNIA'S HEALTH CENTERS; LEARNING FROM THE EVIDENCE TO INFORM CALAIM IMPLEMENTATION IMPACTING SENIORS AND PEOPLE WITH DISABILITIES; CALIFORNIA MATERNITY CARE POLICY UPDATES: CALIFORNIA ADVANCING AND INNOVATING MEDI-CAL (CALAIM) AND THE 2021-2022 STATE BUDGET; UNDERSTANDING COMMUNITY BASED ORGANIZATIONS NETWORKS: LESSONS FOR CALIFORNIA; ENHANCED CARE MANAGEMENT: ENVIRONMENTAL SCAN FOR SUPPORTING OVERSIGHT AND ACCOUNTABILITY; SCAN OF STATE MEDICAID EFFORTS TO COVER DOULA SERVICES; ENVIRONMENTAL SCAN: IMPLICATIONS OF USING COST/UTILIZATION TO IDENTIFY POPULATIONS OF FOCUS; MEDI-CAL ENROLLEE ADVISORY COMMITTEE: RESEARCH AND DESIGN; EARLY IMPLEMENTATION OF ECM AND CS FOR ADULTS WITH BEHAVIORAL HEALTH CONDITIONS; INSTITUTIONAL LONG-TERM CARE CARVE-IN EARLY IMPLEMENTATION: MEDI-CAL MANAGED CARE PLAN LEARNING COLLABORATIVE; INCORPORATING COMMUNITY-BASED ORGANIZATIONS IN MEDICAID INITIATIVES THAT ADDRESS HEALTH-RELATED SOCIAL NEEDS: EARLY STATE APPROACHES; CALAIM POLICY AND IMPLEMENTATION SYNTHESIS AND ADVISORY BOARD; HEALTH AND RE-ENTRY 101 BRIEF FOR HEALTH CARE STAKEHOLDERS NAME OF ORGANIZATION OR GOVERNMENT: UNIVERSITY OF CALIFORNIA, SAN FRANCISCO (H) PURPOSE OF GRANT OR ASSISTANCE: BRIDGING ADMISSIONS HOPE FELLOWSHIP; PRIORITY (PREGNANCY CORONAVIRUS OUTCOMES REGISTRY) VOICE (VISIONING OPPORTUNITIES TO IMPROVE HEALTHCARE AND EQUITY) STUDY; CALIFORNIA DEPARTMENT OF PUBLIC HEALTH (CDPH) BLACK MATERNAL AND INFANT HEALTH REPORT: SUPPORT TO UCSF CENTER FOR HEALTH EQUITY TO COMPLETE REMAINING CRITICAL ACTIVITIES; A STATEWIDE SURVEY OF PEOPLE EXPERIENCING HOMELESSNESS; ASSESSING DIGITAL HEALTH COMPANY EXPERIENCES WITH EHR APIS; CALIFORNIA IMPROVEMENT NETWORK PHASE 8 REDESIGN PLANNING GRANT; CONNECTED CARE ACCELERATOR DATA COLLECTING EXTENSION; STATE OF PRE-MEDICAL SCHOOL ADVISING IN CALIFORNIA'S PUBLIC INSTITUTIONS; RURAL HEALTH LEADERSHIP DEVELOPMENT PLANNING WORK; TOWARDS A MORE DIVERSE NURSE-MIDWIFERY WORKFORCE: SUPPORT FOR THE MENTORING & BELONGING PROGRAM AT CALIFORNIA'S SCHOOLS OF NURSE-MIDWIFERY; CHCF HEALTH CARE LEADERSHIP PROGRAM: RENEWAL FOR COHORTS 22-23; CONNECTED CARE ACCELERATOR EQUITY COLLABORATIVE; STRATEGIC PLAN FOR A WORKFORCE DEVELOPMENT DIVISION OF THE DEPARTMENT OF HEALTH CARE ACCESS AND INFORMATION (HCAI), PART I; DIRECT CARE WORKFORCE FACT SHEETS; EVALUATING PREGNANCY POP-UP VILLAGE; CALIFORNIA IMPROVEMENT NETWORK PHASES 8 AND 9 - PROGRAM OFFICE; EVALUATING EMBRACE; TELEHEALTH EVIDENCE REVIEW; NURSING ADVISING RESOURCES; DEVELOPING RESPECTFUL MATERNITY CARE AND PERINATAL MENTAL HEALTH QUESTIONS FOR THE MATERNAL INFANT HEALTH ASSESSMENT SURVEY; PATIENTS FOR PRIMARY CARE; CALIFORNIA HEALTH WORKFORCE DATA GAPS X X X X X 0 0 0 0 0 0 0 0 0 HERNANDEZ SANDRA PRESIDENT & C.E.O 700802 0 0 0 1065 0 55100 0 50253 0 807220 0 0 0 ZIEGLER CRAIG VP FIN-ADM-INV/SEC&TRS(TILL 5/16/22) 200148 0 0 0 305062 0 38364 0 21454 0 565028 0 264482 0 CARTER KARA SR VP PGRMS & SEC.(SEC. EFF 5/16/22) 421792 0 0 0 1365 0 47885 0 27273 0 498315 0 0 0 BUCKLEY MELISSA PROGRAM DIRECTOR OF INNOVATIONS 306346 0 0 0 1065 0 55100 0 47690 0 410201 0 0 0 PERRONE CHRISTOPHER PROGRAM DIRECTOR OF IMPROVING ACCESS 294579 0 0 0 2216 0 54167 0 19270 0 370232 0 0 0 SCHNEIDERMANN MICHELLE PRG DIR-ADVANCING PEOPLE CNTR'D CARE 300186 0 0 0 2715 0 55100 0 4937 0 362938 0 0 0 SHEWRY SANDRA VP OF EXTERNAL ENGAGEMENT 181138 0 0 0 134405 0 34327 0 3147 0 353017 0 111829 0 READER CHARLES CHIEF TALENT OFFICER 288694 0 0 0 1365 0 33678 0 12401 0 336138 0 0 0 KIM TIE VP FIN-ADM-INV/TREAS (EFF. 5/16/22) 256913 0 0 0 800 0 36650 0 27037 0 321400 0 0 0 PART II COLUMN (B)(III), OTHER REPORTABLE COMPENSATION: THERE ARE FOUR ITEMS REPORTED IN THIS COLUMN: 1. PAYMENTS TO 9 EMPLOYEES FOR CELL PHONES ALLOWANCE ($8,170). 2. PAYMENTS TO 3 EMPLOYEES FOR PARTICIPATION IN THE FOUNDATION'S WELLNESS PROGRAM ($1,050). 3. EXCESS SECTION 415 RETIREMENT CONTRIBUTIONS PAID IN CASH TO 2 EMPLOYEES ($3,351). 4. MEDICAL WAIVER TO 2 EMPLOYEES ($1,850). 5. 457(B) PLAN DISTRIBUTIONS TO 2 EMPLOYEES ($435,637). PART II COLUMN (C), RETIREMENT AND OTHER DEFERRED COMPENSATION: THE FOUNDATION HOSTS A 401(K) RETIREMENT PLAN FOR ALL EMPLOYEES WHICH HAS BASE EMPLOYER CONTRIBUTIONS, AN EMPLOYER MATCHING COMPONENT, AND EMPLOYEE CONTRIBUTIONS. FIGURES REPORTED IN THIS COLUMN ARE THE 401(K) MATCH AND EMPLOYER CONTRIBUTIONS ONLY. PART II COLUMN (D), NONTAXABLE BENEFITS: FIGURES REPORTED IN THIS COLUMN INCLUDE HEALTH AND WELFARE BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE STAFF OF THE FOUNDATION IN COORDINATION WITH A PUBLIC ACCOUNTING FIRM. PRIOR TO FILING THE RETURN, IT IS REVIEWED IN DETAIL BY THE BOARD'S AUDIT COMMITTEE AND THEN REVIEWED WITH AND APPROVED BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS & KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY. POTENTIAL CONFLICT INFORMATION IS COMPILED, REVIEWED BY THE VICE PRESIDENT OF FINANCE, ADMINISTRATION & INVESTMENTS, AND THEN REPORTED TO THE FULL BOARD OF DIRECTORS FOR THEIR ACKNOWLEDGMENT AND CONFIRMATION. THROUGHOUT THE YEAR AS TRANSACTIONS ARE ENTERED INTO, STAFF AND BOARD MEMBERS ARE ALSO REQUIRED TO SELF-REPORT POTENTIAL CONFLICTS OF INTEREST WHETHER OR NOT THE CONFLICT WAS ORIGINALLY IDENTIFIED ON THE ANNUAL LISTING. NEW VENDOR AND GRANTEE ACTIVITY IS ALSO MONITORED AGAINST THE CONFLICT OF INTEREST LISTING. WHEN A CONFLICT IS IDENTIFIED, THE PERSON WITH THAT CONFLICT IS REQUIRED TO RECUSE THEMSELVES FROM ANY DECISION MAKING WITH RESPECT TO THE TRANSACTION OR ACTIVITY GIVING RISE TO THE POTENTIAL CONFLICT. IN ADDITION, CHCF'S CONFLICT OF INTEREST POLICY HAS A SPECIFIC PROHIBITION AGAINST PRIVATE INUREMENT AND EXCESS BENEFIT TRANSACTIONS WITH RESPECT TO ANY TRANSACTION IN WHICH CHCF PARTICIPATES. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION HAS A DOCUMENTED COMPENSATION PROGRAM, INCLUDING A COMPENSATION PHILOSOPHY AND POLICIES AND PROCEDURES. AS PART OF THOSE POLICIES AND PROCEDURES, THE FOUNDATION ENGAGES INDEPENDENT COMPENSATION CONSULTANTS TO DEVELOP MARKET COMPARABLES, SURVEY THE MARKET BASED ON THOSE MARKET COMPARABLES, AND BENCHMARK THE FOUNDATION'S SALARIES AND TOTAL COMPENSATION TO MARKET DATA. THE FOUNDATION'S COMPENSATION PROGRAM, AS WELL AS CEO AND CFO TOTAL COMPENSATION LEVELS, ARE REVIEWED AND APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AND FORM 990 AVAILABLE ON ITS WEBSITE, WWW.CHCF.ORG. FOR 3 YEARS AS SET FORTH IN SEC. 6104(D). GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A: COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, ETC.: PLEASE REFER TO SCHEDULE J FOR ADDITIONAL DETAIL REGARDING COMPENSATION. FORM 990, PART XI, LINE 9: RETURNED GRANTS 173,290. OAC PROPERTIES LLC 1438 WEBSTER STREET SUITE 400 OAKLAND CA 94612 RENTAL PROPERTY CA 785158 49371798 CALIFORNIA HEALTHCARE FOUNDATION MAKENA FIXED INCOME FUND LP 2755 SAND HILL ROAD STE 200 MENLO PARK CA 94025 261718692 INVESTMENT DE CALIFORNIA HEALTHCARE FOUNDATION EXCLUDED 1688149 109902853 0 0 0.94550 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 MAKENA FIXED INCOME FUND LP A 1688149 K-1 PARTNER ALLOCATION MAKENA FIXED INCOME FUND LP S 52900000 CASH MAKENA FIXED INCOME FUND LP R 96643654 CASH OAC PROPERTIES LLC S 2000000 CASH