2024-11-13T12:14:11-06:00 2023-12-31 RSM US LLP 6 S PATTERSON BLVD DAYTON OH 45402 990 2023-01-01 562582561 The CareSource Foundation % JANET FERNANDES CARE 9372243300 PO Box 8738 Dayton OH 454018738 Lawrence Smart CFO 9372243300 2024-11-15 true true Karen O Crim P00368385 9372980201 2023 2024-10-15 13:58:12Z Erhardt Preitauer Same as C above Dayton OH 45401 3668665 false X www.caresource.com X 2006 OH To invest in initiatives and organizations that make a lasting difference in CareSource's members' lives & in their communities by improving their health & well-being. 8 6 0 0 0 0 3500000 3500000 0 0 32442 168665 0 0 3532442 3668665 4281617 3459510 0 0 0 0 0 0 0 367140 227658 4648757 3687168 -1116315 -18503 1633400 1136861 1031136 399484 602264 737377 X 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 FAMILY OF COMPANIES (CONTINUED ON SCHEDULE O). false false 3459510 3459510 0 Since 2006, The CareSource Foundation has awarded more than $32 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). 3459510 true true false false false false false false false false false false false false true true false true false false false false false false false false false true true true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 8 6 false false true false true true false true true false false true true true true true true false false false OH X JANET FERNANDES 9372243300 PO BOX 8738 Dayton OH 454018738 Erhardt Preitauer CEO (To 3/23), Pres, Trustee 1.0 59.0 X X 0 7982382 4047739 Richard Topping Sec (Eff 3/23), Trustee 1.0 59.0 X X 0 2429434 942437 Lawrence Smart CFO (To 3/23) then Treasurer 1.0 59.0 X 0 2282374 712492 Scott Markovich Trustee (To 3/23) 1.0 59.0 X 0 2046512 861652 Jai Pillai Chief Operating Ofr (To 4/23) 1.0 59.0 X 0 1975288 15770 Daniel McCabe Former Chief Admin Officer 0.0 0.0 X 0 140542 0 Ellen Leffak Trustee 1.0 0.0 X 0 4000 0 J Thomas Maultsby Trustee 1.0 0.0 X 0 4000 0 James Gross Sec/Trs then 2nd V Chair, Ttee 1.0 0.0 X 0 4000 0 Kenneth Herr Vice Chair, Trustee 1.0 0.0 X 0 4000 0 RoNita Hawes-Saunders Chair, Trustee 1.0 0.0 X 0 4000 0 William Marsteller Trustee 1.0 0.0 X 0 4000 0 0 16880532 6580090 0 true true false 0 3500000 3500000 0 168665 168665 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3668665 168665 3447010 3447010 12500 12500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MGMT FEE CARESOURCE 227458 0 227458 0 FILING FEES 200 0 200 0 3687168 3459510 227658 0 0 0 1633400 1131861 0 0 0 5000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1633400 1136861 0 0 1017371 380425 0 0 0 0 0 0 0 0 0 0 0 0 13765 19059 1031136 399484 X 602264 737377 0 0 602264 737377 1633400 1136861 -18503 153616 X false true X true false X X X 6 CARESOURCE OHIO INC 311143265 10 false 2120510 0 CARESOURCE INDIANA INC 320121856 10 false 516500 0 CARESOURCE KENTUCKY CO 464991603 10 false 26000 0 CARESOURCE WEST VIRGINIA CO 473028244 10 false 15000 0 CARESOURCE GEORGIA CO 472408339 10 false 781500 0 CARESOURCE LIFE SERVICES CO 811602217 10 false 0 0 6 3459510 false false false false false false false false false false false false false false false false Form 990, Schedule A, Part IV, Section A, Question 1 The Articles of Incorporation state that The CareSource Foundation is organized and operated to carry out the purposes of one or more organizations that are within its class of Supported Organizations. The class of Supported Organizations includes organizations that: (1) Maintain exemption from federal income taxation under section 501(c)(3) of the Internal Revenue Code of 1986 ("Code"); (2) Maintain classification as a public charity under sections 509(a)(1) or 509(a)(2) of the Code; and (3) Operate in a manner consistent with section 501(c)(3) of the Code for the purpose of addressing the social determinants of health, which include alleviating poverty and reducing barriers that impede access to healthcare. Additionally, The CareSource Foundation is a supporting organization to the IRC Section 501(c)(3) organizations classified as public charities that are members of the CareSource Family of Nonprofit organizations. Although not mentioned by name in the Articles of Incorporation, those organizations include CareSource Ohio, Inc., CareSource Indiana, Inc., CareSource Georgia Co., CareSource Kentucky Co., CareSource West Virginia Co., and CareSource Life Services Co. (collectively referred to as the "CareSource Public Charities"). Form 990, Schedule A, Part IV, Section A, Question 6 In furtherance of the charitable purposes of the CareSource Public Charities, which primarily operate to improve the health and overall well-being of low-income populations, The CareSource Foundation improves the lives of the underserved by providing grants on behalf of, and pursuant to the instructions from, the CareSource Public Charities to other charitable organizations that deliver a broad array of health and human services and programs in support of their purposes. Form 990, Schedule A, Part IV, Section C, Question 1 As noted above, The CareSource Foundation is a supporting organization to the members of the CareSource family of nonprofit entities that are classified as charitable organizations under section 501(c)(3) of the IRC and public charities under section 509(a) of the IRC. The CareSource Foundation was "supervised or controlled in connection with" the CareSource Public Charities, its supported organizations, because control and management of The CareSource Foundation and the CareSource Public Charities were largely vested in the same individuals. During 2023, The CareSource Foundation and each of the CareSource Public Charities had board member and/or officer overlap through Erhardt Preitauer, Jai Pillai (through 4/12/2023), Richard Topping, Lawrence Smart, and Scott Markovich (through 4/30/2023). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 RELATED PARTY PAYABLE 19059 19059 X FIN 48 (ASC 740) Footnote As outlined in CareSource's Audited Consolidated Financial Statements, which include the activity of The CareSource Foundation, the Company annually reviews its tax positions and has determined that there are no material uncertain tax positions that require recognition in the consolidated financial statements. Currently, tax years 2020-2022 are open for audit by the Internal Revenue Service. true THE VILLAGES OF INDIANA INC 2405 N SMITH PIKE BLOOMINGTON IN 47404 351708240 501(C)(3) 200500 VIRTUAL BEHAVIORAL HEALTH CLINIC DAYTON METRO LIBRARY 215 E THIRD ST DAYTON OH 45402 316000100 DAYTON PUB LIB 174000 PEDESTRIAN BUSING PROJECT ASCENSION ST VINCENT FOUNDATION 250 W 96TH ST STE 470 Indianapolis IN 46260 356088862 501(C)(3) 150000 PEYTON MANNING CHIDLREN'S HOSPITAL AT ASCENSION ST. VINCENT PEDIATRIC NURSE NAVIGATION PROGRAM BEACON HEALTH FOUNDATION INC 615 N MICHIGAN ST SOUTH BEND IN 46601 351536129 501(C)(3) 100000 MATERNAL CARE COORDINATION STATEWIDE INDEPENDENT LIVING COUNCIL OF GEORGIA 315 W PONCE DE LEON AVE STE 660 DECATUR GA 30030 582203686 501(C)(3) 90000 DISABILITY ESSENTIALS 2.0 INTEGRATED SERVICES FOR BEHAVIORAL HEALTH 1950 MT ST MARYS DR NELSONVILLE OH 45764 311472366 501(C)(3) 83000 ISBH CHW TRAINING PROGRAM THE HEALTHCARE CONNECTION 1401 STEFFEN AVE CINCINNATI OH 45215 310822524 501(C)(3) 80000 HYPERTENSION CONTROL CLASSES GRANDVIEW FOUNDATION 405 W GRAND AVE DAYTON OH 45405 311649591 501(C)(3) 75000 CASSANO AND CARESOURCE: COMMUNITY HEALTH WORKER PARTNERSHIP TO SUPPORT PATIENT OUTCOMES CAMP TWIN LAKES INC 1100 SPRING ST NW STE 406 ATLANTA GA 30309 581826782 501(C)(3) 50000 THERAPEUTIC RECREATIONAL PROGRAMMING FOR YOUTH WITH SERIOUS ILLNESSES, DISABILITIES AND LIFE CHALLENGES AND THEIR FAMILIES CREATIVE COMMUNITY SERVICES INC 1650 OAKBROOK DR STE 445 NORCROSS GA 30093 581581610 501(C)(3) 50000 THERAPEUTIC FOSTER CARE BEHAVIOR INTERVENTION/MENTOR PROGRAM THE FAMILY CAFE 820 E PARK AVE STE F-100 TALLAHASSE FL 32301 593611485 501(C)(3) 50000 25TH ANNIVERSARY SPONSORSHIP KIDS-DOC-ON-WHEELS INC 4112 E PONCE DE LEON STE 2 CLARKSTON GA 30021 813823874 501(C)(3) 50000 PEDIATRIC MOBILE & TELEMEDICINE SERVICE: TITLE I SCHOOLS COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC 7880 LINCOLN HWY LISBON OH 44432 346565185 501(C)(3) 50000 EAST PALESTINE SUPPORT CADRE INC 1743 HARDIN AVE COLLEGE PARK GA 30337 811219331 501(C)(3) 50000 STARTUP DEVELOPMENT OF THE VILLAGE CONCEPT IN EAST POINT TAKE STOCK IN CHILDREN 2929 E COMMERCIAL BLVD STE 408 FT LAUDERDALE FL 33308 593331584 501(C)(3) 50000 ADDRESSING HEALTH DISPARITIES THROUGH COLLEGE ACCESS RESCUING HOPE INC 1750 POWDER SPRINGS RD STE 190 BOX 112 MARIETTA GA 30064 473356764 501(C)(3) 50000 RESCUING HOPE SURVIVOR ACADEMY GEORGIA SHERIFF'S ASSOCIATION 1000 SHERIFFS WAY MADISON GA 30650 580808948 501(C)(3) 50000 HUMAN TRAFFICKING PREVENTION EPISCOPAL CHILDREN'S SERVICES 8649 BAYPINE RD BLDG 7 STE 300 JACKSONVILLE FL 32256 591146765 501(C)(3) 50000 GETTING A HEAD START ON LIFE SINGLE PARENTS ROCK 130 W WENGER RD STE D ENGLEWOOD OH 45322 833451118 501(C)(3) 50000 2023 EMERGENCY VICTIM SUPPORT NAMI OHIO 1225 DUBLIN RD STE 125 COLUMBUS OH 43215 311073968 501(C)(3) 50000 THE SPOTLIGHT: TO SHINE A LIGHT ON MENTAL HEALTH DRUMGOOLE FAMILY INITIATIVES 410 FERNHURST LANE EVANS GA 30809 853240077 501(C)(3) 50000 BRIDGE BUILDER COMMUNITIES OHIO COMMUNITY DEVELOPMENT CORPORATION ASSOCIATION 100 E BROAD ST STE 3250 COLUMBUS OH 43215 311109984 501(C)(3) 50000 EMPOWERING COMMUNITIES - LUCAS COUNTY FLORIDA EDUCATION FOUNDATION 325 W GAINES ST STE 1524 TALLAHASSEE FL 32399 592718509 501(C)(3) 50000 HOPE FLORIDA FUND WELLSTAR FOUNDATION INC 1800 PARKWAY PLACE MARIETTA GA 30067 581627413 501(C)(3) 50000 WELLSTAR CENTER FOR EXCELLENCE IN COMPLEX CARE OHIO SUICIDE PREVENTION FOUNDATION 175 S THIRD ST STE 700 COLUMBUS OH 43215 203476310 501(C)(3) 50000 UNIVERSITY OF DAYTON SPOTLIGHT ON MENTAL HEALTH VICTORIA THEATRE ASSOCIATION 138 N MAIN ST DAYTON OH 45402 310897638 501(C)(3) 50000 DISCOVERY SERIES: STUDENT OUTREACH & ACCESSIBILITY GEORGIA MENTAL HEALTH CONSUMER NETWORK INC 1990 LAKESIDE PWKY STE 100 TUCKER GA 30084 581981093 501(C)(3) 50000 PEER WORKFORCE DEVELOPMENT & EXPANSION THE MOREHOUSE SCHOOL OF MEDICINE INC 720 WESTVIEW DR SW ATLANTA GA 30310 581438873 501(C)(3) 50000 MOREHOUSE SCHOOL OF MEDICINE COMPLEX CARE INIATIVE LEAD TRAINING 5325 DEERFIELD BLVD MASON OH 45040 830909806 501(C)(3) 49040 MEDICAL CAREER PATHWAYS PROGRAM KIDS IN NEW DIRECTIONS INC 2338 E 5TH ST DAYTON OH 454035604 853496804 501(C)(3) 45000 "KIND CARE" PROGRAM APPALACHIAN CHILDREN COALITION 5 DEPOT ST ATHENS OH 457012713 852549780 501(C)(3) 40000 APPALACHIAN CHILDREN COALITION PROGRAM EXPANSION GEORGIA COUNCIL FOR RECOVERY 2310 PARKLAKE DR NE STE 540 ATLANTA GA 303452904 582045112 501(C)(3) 40000 FOUR BRINGS MORE - FUNDING TO SUPPORT GC4R IN ADVOCACY, EDUCATION, TRAINING AND BUILDING A PEER WORKFORCE LEARN TO EARN DAYTON 200 S KEOWEE ST DAYTON OH 454022242 810823777 501(C)(3) 37000 FAIRVIEW ELEMENTARY GARDEN HEART OF INDIANA UNITED WAY PO BOX 968 MUNCIE IN 47308 350996148 501(C)(3) 36000 COVERING KIDS & FAMILIES BUILDING HOPE IN THE CITY PO BOX 93568 CLEVELAND OH 44101 331072830 501(C)(3) 30000 EXPANDING MENTAL HEALTH EDUCATION & ACCESS FOR REFUGEE AND IMMIGRANT COMMUNITIES WRIGHT STATE UNIVERSITY FOUNDATION 3640 COLONEL GLENN HWY DAYTON OH 45435 237019799 501(C)(3) 30000 TAKE FLIGHT GEORGIA PARENT SUPPORT NETWORK INC 1381 METROPOLITAN PKWY SW ATLANTA GA 30310 581899034 501(C)(3) 30000 HOUSE OF HOPE - STREET OUTREACH SINCLAIR COMMUNITY COLLEGE FOUNDATION 444 W THIRD ST DAYTON OH 454021421 237032312 501(C)(3) 30000 TARTAN TOPS FUNDING PIPER'S ANGELS FOUNDATION INC 11438 US HWY 1 PALM BEACH GARDENS FL 33408 812697278 501(C)(3) 25000 ADVERSITY IS THE STARTING LINE FOR COURAGE MIAMI LIGHTHOUSE FOR THE BLIND & VISUALLY IMPAIRED 601 SW 8TH AVE MIAMI FL 33130 590637847 501(C)(3) 25000 HELP VISUALLY IMPAIRED EARLY LEARNERS THRIVE BRAIN INJURY ASSOCIATION OF KANSAS 6701 W 64TH ST STE 120 OVERLAND PARK KS 66202 480941609 501(C)(3) 25000 TBI AWARENESS FIRST LADY'S CHARITABLE FOUNDATION PO BOX 340734 COLUMBUS OH 43234 871678867 501(C)(3) 25000 FIRST LADY'S LUNCHEON SIGNATURE SPONSORSHIP TO HELP FEED FAMILES & CHILDREN FACING HUNGER DOLLY PARTON'S IMAGINATION LIBRARY OF OHIO PO BOX 340734 COLUMBUS OH 43234 841826095 501(C)(3) 25000 1,000 GOLDILOCKS AND THE THREE BEARS BOOKS VOLUNTEER FLORIDA FOUNDATION INC 1545 RAYMOND DIEHL RD STE 250 TALLAHASSEE FL 32308 010973168 501(C)(3) 25000 FLORIDA DISASTER FUND BOONSHOFT MUSEUM OF DISCOVERY 2600 DEWEESE PKWY DAYTON OH 45414 310585917 501(C)(3) 25000 MUSEUMS FOR ALL AT THE DAYTON SOCIETY OF NATURAL HISTORY GLAD HOUSE 1994 MADISON RD CINCINNATI OH 45208 311399871 501(C)(3) 25000 CHAMPS PROGRAM HANNAH'S TREASURE CHEST 124 WESTPARK RD CENTERVILLE OH 45459 311772684 501(C)(3) 25000 BRIGHTER SMILES DENTAL PROGRAM BOYS & GIRLS CLUB OF DAYTON INC 1828 W STEWART ST DAYTON OH 45417 310536657 501(C)(3) 25000 RESOURCE DEVELOPMENT & MARKETING 4 PAWS FOR ABILITY 207 DAYTON AVE XENIA OH 45385 311625484 501(C)(3) 25000 SERVICE DOG LITTER SPONSORSHIP & GENERAL OPERATING EXPENSES FLORIDA BEHAVIORAL HEALTH ASSOCIATION 316 E PARK AVE TALLAHASSEE FL 323011514 591657087 501(C)(3) 25000 MEASUREMENT BASED CARE HABITAT FOR HUMANITY OF GREATER DAYTON 115 W RIVERSIDE AVE DAYTON OH 45405 311104456 501(C)(3) 25000 GENERAL PROGRAM SPONSORSHIP TEXAS SOUTHERN UNIVERSITY FOUNDATION 3100 CLEBURNE ST HANNAH HALL HOUSTON TX 77004 741620415 501(C)(3) 25000 GULF COAST COLLABORATIVE CENTER FOR MATERNAL HEALTH RESEARCH, EDUCATION, ADVANCED TRAINING, COMMUNITY ENGAGEMENT, HEALTH EQUITY AND JUSTICE AT TEXAS SOUTHERN UNIVERSITY WHO WE PLAY FOR INC 106 DELEON RD COCOA BEACH FL 32931 462485938 501(C)(3) 25000 HEART SCREENING FOR GEORGIA'S HBCU'S COASTAL GEORGIA CAREGIVERS NETWORK INC 1181 COASTAL DR SW DARIEN GA 313056154 562519888 501(C)(3) 24000 AAA WELLNESS ON WHEELS (WOW) THE FOOD BANK 56 ARMOR PLACE DAYTON OH 45417 861082880 501(C)(3) 22500 FOOD & DELIVERY FOR MAHONING VALLEY FOOD BANK KOINONIA HOMES INC 6161 OAK TREE BLVD STE 400 INDEPENDENCE OH 44131 237412318 501(C)(3) 20000 WHOLE-PERSON INTEGRATED CARE CHILD CANCER FUND INC 841 PRUDENTIAL DR 12TH FLOOR JACKSONVILLE FL 32207 593359840 501(C)(3) 20000 SUPPORTING FAMILIES FIGHTING CHILDHOOD CANCER THE ABLE TRUST 1709 HERMITAGE BLVD STE 100 TALLAHASSEE FL 32308 593052307 501(C)(3) 20000 EMPOWERING DISABILITY INCLUSION WOLFSON CHILDREN'S HOSPITAL 800 PRUDENTIAL DR JACKSONVILLE FL 32207 592487135 501(C)(3) 20000 COORDINATED CARE FOR OUR REGION'S MEDICALLY COMPLEX CHILDREN BOOMERANG BACKPACKS INC 4616 E DUPONT RD STE C FORT WAYNE IN 46825 800570852 501(C)(3) 20000 2023-2024 SCHOOL YEAR WEEKEND FEEDING PROGRAM PREVENT BLINDNESS GEORGIA 270 CARPENTER DR STE 606 SANDY SPRINGS GA 30328 586050305 501(C)(3) 20000 STAR PUPILS - CHILDREN'S CIRCLE OF VISION CARE AT HOME BY HIGH 692 N HIGH ST STE 306 COLUMBUS OH 43215 821607009 501(C)(3) 20000 ENGAGING OLDER ADULTS UNIVERSITY OF DAYTON 300 COLLEGE PARK AVE DAYTON OH 45469 310536715 501(C)(3) 20000 DAYTON DIGITAL LITERACY EVANS MEMORIAL HOSPITAL INC PO BOX 518 CAXTON GA 304170518 582257925 501(C)(3) 20000 OUTPATIENT CARDIOPULMONARY REHABILITION PROGRAM HEART 2 HEART 8536 CROW DR STE 110 MACEDONIA OH 44056 460731643 501(C)(3) 20000 DENTAL DESENSITIZATION ARTEMIS CENTER FOR ALTERNATIVES TO DOMESTIC VIOLEN 310 W MONUMENT AVE DAYTON OH 45402 311120194 501(C)(3) 20000 ADVOCACY SERVICES FOR SURVIVORS OF DOMESTIC VIOLENCE & THEIR CHILDREN AMERICAN RED CROSS MIAMI VALLEY 370 W FIRST ST DAYTON OH 45402 530196605 501(C)(3) 20000 BLOOD DIVERSITY - SICKLE CELL INITIATIVE BETTER TOGETHER 15275 COLLIER BLVD STE 201-284 NAPLES FL 34119 475591391 501(C)(3) 15000 STRENGTHENING FAMILIES THROUGH THE POWER OF COMMUNITY SUNSHINE PHYSICAL THERAPY CLINIC 1705 17TH AVE VERO BEACH FL 32960 590806983 501(C)(3) 15000 PROVIDING SUNSHINE TO OUR COMMUNITY PARENT TO PARENT OF MIAMI 7990 SW 117TH AVE STE 200 MIAMI FL 33183 650022052 501(C)(3) 15000 DISABILITY TALK IN YOUR NATIVE LANGUAGE URBAN HEALTH PARTNERSHIPS INC 1800 SW 1ST AVE STE 205 MIAMI FL 33129 453332540 501(C)(3) 15000 CO-CREATING HEALTHY, EQUITABLE COMMUNITIES IN SOUTHEAST FLORIDA CANCER SUPPORT COMMUNITY CENTRAL OHIO 1200 OLD HENDERSON RD COLUMBUS OH 43220 201388385 501(C)(3) 15000 HEALTH EQUITY INITIATIVES FOR CANCER PATIENTS, SURVIVORS AND CAREGIVERS FROM FATHERLESS TO FEARLESS PO BOX 8402 WEST CHESTER OH 45069 862068724 501(C)(3) 15000 B.R.I.D.G.E. PROGRAM SPONSORSHIP CITRUS HEALTH NETWORK INC 4175 W 20TH AVE HIALEAH FL 33012 591865751 501(C)(3) 15000 HELPING FAMILIES HEAL & CHILDREN THRIVE LEGAL AID SOCIETY OF CLEVELAND 1223 W SIXTH ST CLEVELAND OH 44113 340866026 501(C)(3) 15000 PROMOTING ACADEMIC SUCCESS FOR CHILDREN WITH COMPLEX NEEDS THROUGH LEGAL AID VAC - VOLUNTEER AGING COUNCIL INC 1001 UNIVETER RD CANTON GA 301158237 582583666 501(C)(3) 12500 HEALTH FAIR MUSKINGUM COUNTY DRUG ALCOHOL & SUBSTANCE ABUSE 1127 W MAIN ST ZANESVILLE OH 437016927 311012162 501(C)(3) 12370 "TOO GOOD FOR DRUGS" PROGRAM SPONSORSHIP NATIONAL KIDNEY FOUNDATION PO BOX 40544 BAY VILLAGE OH 44140 131673104 501(C)(3) 11850 NORTHERN OHIO DEI QUARTERLY PROGRAM THE SALVATION ARMY 1000 N KEOWEE ST DAYTON OH 45404 135562351 501(C)(3) 10000 DAYTON KROC SC CALENDAR YEAR SOCCER SEASON GUIDING LIGHT MENTORING 4141 HAMILTON AVE STE 1 CINCINNATI OH 45223 471683576 501(C)(3) 10000 YOUTH EDUCATION PROGRAM DARE TO DREAM YOUNG GIRLS NETWORK INC 215 E 5TH AVE TALLAHASSEE FL 32303 203027716 501(C)(3) 10000 RESILIENT, RESTORED, REJUVENATED CAPITAL AREA HEALTHY START COALITION INC 1311 N PAUL RUSSELL RD STE A101 TALLAHASSEE FL 32301 593145687 501(C)(3) 10000 EVERY BABY DESERVES A HEALTHY START! EARLY LEARNING COALITION OF NORTHWEST FLORIDA 4636 HIGHWAY 90 STE P MARIANNA FL 324463508 020751749 501(C)(3) 10000 HELP ME GROW - HELPING NORTHWEST FLORIDA CHAPTER'S HEALTH SYSTEM INC 12470 TELECOM DR STE 300 TEMPLE TERRACE FL 33637 592264957 501(C)(3) 10000 A CONSTELLATION OF COMPASSIONATE CARE MARCH OF DIMES INC 1550 CRYSTAL DR STE 1300 ARLINGTON VA 22202 131846366 501(C)(3) 10000 MATERNAL MENTAL HEALTH: MOM'S MENTAL HEALTH AFFECTS FAMILY OUTCARE HEALTH INC 6101 N KEYSTONE AVE STE 100 1211 INDIANAPOLIS IN 46220 812791484 501(C)(3) 10000 LGBTQ+ COMMUNITY PROGRAMMING, INITIATIVES & SERVICES AMERICAN HEART ASSOCIATION 7751 BAYMEADOWS RD E STE 106F JACKSONVILLE FL 32256 135613797 501(C)(3) 10000 AMERICAN HEART HEROES TOUGALOO COLLEGE 500 W COUNTY LINE RD TOUGALOO MS 39174 640303093 501(C)(3) 10000 THE PRAXIS LAB INITIATIVE AT TOUGALOO COLLEGE MERRICK HOUSE 1050 STARKWEATHER AVE CLEVELAND OH 44113 340714463 501(C)(3) 10000 MOMSFIRST PROGRAM NORTHEAST GEORGIA REGIONAL COMMISSION INC 305 RESEARCH DR ATHENS GA 306052725 580902860 501(C)(3) 10000 THE NEWTON COUNTY SENIOR SERVICES HEALTH EXPO GALA OF HOPE FOUNDATION 3500 PENTAGON BLVD STE 500 BEAVERCREEK OH 45431 464277044 501(C)(3) 10000 ASSISTANCE FOR MILITARY VETERANS WITH CANCER BUILDING RESPONSIBILITY EQUALITY & DIGNITY 404 S 3RD ST COLUMBUS OH 43215 311467082 501(C)(3) 10000 FAMILY FIRST! HOUSING NOW! FOODCHAIN 501 W SIXTH ST STE 105 LEXINGTON KY 40508 454088193 501(C)(3) 10000 POWER OF PRODUCE KIDS CLUB GATEWAY CHILDREN'S SERVICES 37 N MAYSVILLE ST MT STERLING KY 40353 611033836 501(C)(3) 10000 PARENTING SKILLS CLASSES FOR PARENTS WITH LOW TO MODERATE MENTAL HEALTH CHALLENGES & SUBSTANCE MISUSE DISORDER THE FOUNDATION OF MONONGALIA GENERAL HOSPITAL 1200 JD ANDERSON DR MORGANTOWN WV 26505 550570338 501(C)(3) 10000 MINDFULNESS BASED RESILIENCY FOR NURSES (MBRN) SICSA 8172 WASHINGTON CHURCH RD WASHINGTON TOWNSHIP OH 45458 237367199 501(C)(3) 10000 GENERAL PROGRAM SPONSORSHIP EMPOWER OUR YOUTH FOUNDATION PO BOX 152 REYNOLDSBURG OH 430680152 842150936 501(C)(3) 7500 EPIC KIDS LITERACY/STEM ACADEMY CRITICALLY LOVED PO BOX 43047 LOUISVILLE KY 40253 815273913 501(C)(3) 6000 INCLUSION EDUCATION TRAINING KANSAS DEPARTMENT FOR CHILDREN AND FAMILIES 900 SW JACKSON ST ROOM 569 TOPEKA KS 66612 481124839 KS DCF 25000 KANSAS INTELLECTUAL & DEVELOPMENTAL DISABILITIES ("I/DD") HEALTH EQUITY AND OUTCOMES COALITION THE DAYTON FOUNDATION 1401 S MAIN ST STE 100 DAYTON OH 45409 316027287 501(C)(3) 10000 THE CITY OF DAYTON RESEARCH AND EDUCATION FUND; MAYOR MIMS TEEN YOUTH SUMMIT 98 2 2023 CareSource Scholars Recipients 5 12500 Cash Form 990, Schedule I, Part I, Question 2 Grant Review The CareSource Foundation provides numerous grants on behalf of and at the direction of its supported organization to further their charitable purposes. The CareSource Foundation funds responsive grants to nonprofit organizations that impact children, adults, and families in areas that mirror the social determinants of health. Those areas include the following: economic stability; safety and healthy homes and neighborhoods; job skills and employment; access to healthcare, including physical, mental and behavioral health; early childhood education and child development; healthy behaviors and lifestyle concerns; public policy surrounding critical need health issues; and strategic public/private partnerships designed to increase health communities. The CareSource Foundation also funds signature grants with numerous regional, state and/or national partners. Proposing organizations must be Internal Revenue Code Section 501(c)(3) qualified nonprofit organizations or government agencies that further the charitable purposes of its supported organizations. All funded grantees are requested to provide a formal report with information on how the funds were utilized and the success of their program. true true false false false false false false false Erhardt Preitauer CEO (To 3/23), Pres, Trustee 0 1320200 0 6194161 0 468021 0 4027671 0 20068 0 12030121 0 3950998 Richard Topping Sec (Eff 3/23), Trustee 0 569753 0 1738540 0 121141 0 913781 0 28656 0 3371871 0 920889 Lawrence Smart CFO (To 3/23) then Treasurer 0 587567 0 1571834 0 122973 0 692889 0 19603 0 2994866 0 887402 Scott Markovich Trustee (To 3/23) 0 524810 0 1411293 0 110409 0 832617 0 29035 0 2908164 0 824021 Jai Pillai Chief Operating Ofr (To 4/23) 0 201797 0 1311318 0 462173 0 12209 0 3561 0 1991058 0 1021349 Daniel McCabe Former Chief Admin Officer 0 0 0 0 0 140542 0 0 0 0 0 140542 0 0 Form 990, Schedule J, Part I, Question 3 The organization utilizes a compensation committee, independent compensation consultant, CEO written employment contract, compensation survey or study, review of Form 990 of other organizations, and approval by the board or compensation committee comprised solely of independent directors. Form 990, Schedule J, Part I, Line 4a Jai Pillai and Daniel McCabe received severance payments that are properly reported on Schedule J, Part II, Column B(iii). Form 990, Schedule J, Part I, Question 4b The following listed persons listed on Form 990, Part VII, Section A, participate in a supplemental nonqualified retirement plan of CSMS: Erhardt Preitauer, Richard Topping, Lawrence Smart, and Scott Markovich. Amounts are accrued monthly for plan participants. The plans provide compensation to the participants after a vesting period, and the funds are available to the participants after they retire or resign from the organization. The plans provide for normal terms and conditions contained in a standard nonqualified retirement plan. The following listed persons listed on Form 990, Part VII, Section A, participate in a long-term incentive plan of CSMS: Erhardt Preitauer, Richard Topping, Lawrence Smart, and Scott Markovich. The plan provides compensation to the participants based on annual and long-term goals. The long-term incentive plan will pay out if these goals, or a subset of these goals, are achieved over a three-year period. If a participant leaves their employment prior to this three-year performance period, they forfeit any amounts accrued under this plan. Employees must be employed on the date which the long-term incentive plan is paid, which in no event is later than March 15th. Exceptions to this general statement include death, disability, or a qualified retirement, which may result in prorated payment. Amounts paid or accrued in 2023 for both deferred compensation arrangements include the following: Erhardt Preitauer $1,820,312, Richard Topping $450,394, Lawrence Smart $450,852, and Scott Markovich $409,557. Form 990, Schedule J, Part I, Question 6b The following persons listed on Form 990, Part VII, Section A, Line 1a are or were employees of CSMS: Erhardt Preitauer, Richard Topping, Lawrence Smart, Scott Markovich, and Jai Pillai. All of these listed persons are or were eligible for a performance bonus as part of their compensation packages. The amount of this Annual Incentive Plan ("AIP") bonus is based on the degree of achievement of the Companies' goals and the Individual's goals, which is ultimately documented in the year end performance management process. The performance management process documents the company goals and individual goals, the corresponding potential performance bonus, and the progress/outcomes. The performance bonus is based on the employee's calendar year regular earnings. Form 990, Schedule J, Part II All compensation amounts reported on Schedule J, Part II for all listed persons are paid by CSMS. Compensation paid to the CEO is pursuant to the terms of a written employment agreement between Mr. Preitauer and CSMS. Form 990, Part III, Question 1 (Continued) THE CARESOURCE FOUNDATION FURTHERS THE CHARITABLE PURPOSES OF ITS SUPPORTED ORGANIZATIONS BY IMPROVING OVERALL COMMUNITY HEALTH AND ADDRESSING HEALTH-RELATED ISSUES. THE CARESOURCE FOUNDATION IMPROVES THE LIVES OF THE UNDERSERVED BY PROVIDING GRANTS, ON BEHALF OF AND AT THE DIRECTION OF ITS SUPPORTED ORGANIZATIONS, TO NON-PROFIT ORGANIZATIONS THAT CAN SIGNIFICANTLY IMPACT INDIVIDUALS AND FAMILIES THROUGH A BROAD ARRAY OF HEALTH AND HUMAN SERVICES AND PROGRAMS. THIS CHARITABLE ASSISTANCE TARGETS THE NEEDIEST POPULATIONS AND PROVIDES INNOVATIVE SOLUTIONS TO CRITICAL HEALTH CARE NEEDS AND CREATES MEANINGFUL COLLABORATION. THE CARESOURCE FOUNDATION'S MISSION IS TO INVEST IN INITIATIVES AND ORGANIZATIONS THAT MAKE A LASTING DIFFERENCE IN OUR MEMBERS' LIVES AND COMMUNITIES BY IMPROVING THEIR HEALTH AND WELL-BEING. Form 990, Part III, Question 4a (Continued) 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 workforce 2023 Highlights The CareSource Foundation is committed to working every day alongside providers and community partners to make a difference in the lives of our Members as well as communities we serve. The following grants are a small sampling of how the Foundation achieves this goal. (1) The Beacon Health Foundation Inc in Indiana will use a Foundation grant of $100,000 to support mothers who are at risk for developing or have been diagnosed with high blood pressure, helping them manage hypertension while promoting a healthy pregnancy. (2) The Ohio Appalachian Children Coalition will use a Foundation grant of $40,000 to support the development of school health centers delivering primary care and behavioral health services, prevention programs focused on teen suicide, ongoing work to encourage individuals to pursue behavioral health careers, and relevant research on best practice models to address behavioral health challenges. (3) Rescuing Hope and the Georgia Sheriff's Association will use Foundation grants totaling $100,000 to train rescue responders on how to best approach trafficking victims as well as customize programming for the five Georgia Sheriff's Youth Homes across the state. (4) The CareSource Foundation supported Wright State University with a $30,000 grant for its Take Flight Program that provides wraparound supports to help reduce the financial burden for economically challenged, racially diverse students. Form 990, Part VI, Section A, Question 4 The code of regulations was amended to add: (1) that the CareSource Chief Executive Officer shall serve as an ex-officio trustee with voting rights (2) a term limit of three years for trustees except for those who hold the position by virtue of their management position (3) a second vice chair to the board officers (4) a Article V, Section 1 named "Corporate Officers" to outline that the board shall consist of a President, Treasurer, Secretary, and any other officer(s) that the board deems necessary and that individuals may hold more than one position (5) Article V, Section 2 named "Election" to define that the corporate officers shall be elected by the Corporation's sole member (6) Article V, Section 3 named "Term" to define that the corporate officers shall have one year terms with no limit on terms served; will hold office until a successor is elected and/or a resignation is tendered; and an officer may be removed at any time without cause (7) Article VI, Section 3 named "Second Vice Chair" that outlined the second vice chair shall perform the duties of the chair and vice chair if the chair is not present for any reason (8) Article VI, Section 4 named "President" to indicate the President will manage all affairs of the business and perform all duties that are required of him/her. The Articles of Incorporation were amended to change the supported organizations to a class of supported organizations. The class of Supported Organizations includes organizations that: (1) Maintain exemption from federal income taxation under section 501(c)(3) of the Internal Revenue Code of 1986 ("Code"); (2) Maintain classification as a public charity under sections 509(a)(1) or 509(a)(2) of the Code; and (3) Operate in a manner consistent with section 501(c)(3) of the Code for the purpose of addressing the social determinants of health, which include alleviating poverty and reducing barriers that impede access to healthcare. Form 990, Part VI, Section A, Question 6 CareSource is the sole member of The CareSource Foundation. CareSource is recognized as exempt from federal income taxation under Internal Revenue Code ("IRC") Section 501(c)(3). Form 990, Part VI, Section A, Question 7 CareSource, the member of The CareSource Foundation, has the authority to appoint The CareSource Foundation's board. Form 990, Part VI, Section B, Question 11B The Form 990 was provided to the following individuals for review prior to the time of filing: The organization's Audit Committee and each voting member of the governing body; the CEO, CFO, and VP Treasury; the internal Tax Department and an outside CPA firm; and internal general counsel and outside legal counsel. Form 990, Part VI, Section B, Question 12C Annually, each director, principal officer, and member of a committee with board-delegated powers ("interested person") shall confirm that they have received a copy of the CareSource Conflicts of Interest policy and have read, understood, and agree to comply with the policy. Interested Persons have an obligation to immediately report any Conflicts of Interest (including any relationships, positions, or circumstances that could contribute to a Conflict of Interest). All relevant information reported through the Conflict-of-Interest Policy will be sent to the Chairman of the Board for review. If the Interested Person with the Conflict of Interest is the Chairman of the Board, then the required disclosure must be provided to the Chief Legal Officer of CareSource. If it is not entirely clear whether a Conflict of Interest exists, then the person with the potential conflict must disclose the circumstances to CareSource's Chief Legal Officer. The Chief Legal Officer will consult with the Corporation's Corporate Compliance Officer or the Chairman of the Board to determine whether there exists a Conflict of Interest that is subject to this policy. Before Board action or other action by the organization on a Transaction that involves a Conflict of Interest, an Interested Person who knows he or she has a Conflict of Interest must have disclosed to the Board all facts material to the Conflict of Interest. The Chairman of the Board may postpone Board or other corporate action on a Transaction until the Interested Person provides written information relating to the Conflict of Interest. An Interested Person who knows he or she has a Conflict of Interest must not participate in the Board's discussion of the Transaction except to disclose material facts and respond to questions. The Interested Person must not attempt to influence the Board's action on the Transaction, either at or outside the meeting. Prior to voting, the Board must be given an opportunity to discuss the Transaction without the person who has the Conflict of Interest being present. A Transaction involving a Conflict of Interest may be approved by the Board if the material facts as to the Transaction and the Conflict of Interest are fully disclosed or known to the Board and the Board in good faith determines after reasonable investigation that (a) the Board is aware of all material facts concerning the Transaction and the Interested person's interest in the Transaction; (b) the organization is entering into the Transaction for its own benefit; (c) the Transaction is fair and reasonable as to the organization; and (d) the organization could not have obtained a more advantageous arrangement with reasonable effort under the circumstances. The Person with the Conflict of Interest must not vote on the Transaction and must not be present in the room when the vote is taken. Form 990, Part VI, Section C, Question 17 A copy of Form 990 is not required to be filed with the state of Ohio. The CareSource Foundation does, however, file the Ohio Annual Report with the Ohio Attorney General. Therefore, Ohio is listed on Form 990, Part VI, Section C, Question 17. Form 990, Part VI, Section C, Question 19 The company's Form 1023 is available for public inspection upon request, and Form 990 is available for public inspection upon request in accordance with IRC Section 6104(d). The company's Form 990 is also available on the U.S. nonprofit database website at www.guidestar.org. The Company does not make its audited financial statements available to the public. The company's articles of incorporation are available on the Ohio Secretary of State's website at www.sos.state.oh.us. Form 990, Part XI, Line 8 The adjustment amount of $153,616 represents accrued grants that resulted in an overstatement of expense in prior periods. CareSource Ohio Inc PO Box 8738 Dayton OH 454018738 311143265 HIC Ins Plan OH 501(c)(3) 509(a)(2) CareSource false CareSource PO Box 8738 Dayton OH 454018738 311703368 Supporting OH 501(C)(3) 509(A)(3)II NA false CareSource Indiana Inc PO Box 8738 Dayton OH 454018738 320121856 HMO Ins Plan IN 501(c)(3) 509(A)(2) CareSource false CareSource Georgia Co PO Box 8738 Dayton OH 454018738 472408339 HMO Ins Plan GA 501(c)(3) 509(A)(2) CareSource false CareSource West Virginia Co PO Box 8738 Dayton OH 454018738 473028244 HMO Ins Plan WV 501(c)(3) 509(A)(2) CareSource false CareSource Kentucky Co PO Box 8738 Dayton OH 454018738 464991603 HMO Ins Plan KY 501(c)(3) 509(A)(2) CareSource false CareSource Life Services Co PO Box 8738 Dayton OH 454018738 811602217 No Activity OH 501(c)(3) 509(A)(2) CareSource false CareSource Diversity & Social Impact Inv 50 East 91st Street Suite 213 Indianapolis IN 46240 871811106 Investing DE NA N/A CareSource Midwest Fund LLC 415 12th Ave SE Cedar Rapids ID 52401 883585337 Investing DE NA N/A ImagineCare Holdings LLC PO Box 8738 Dayton OH 454018738 932340017 Holding Co DE NA N/A HAP Empowered Holding LLC PO Box 8738 Dayton OH 454018738 923877012 Holding Co DE NA N/A CareSource Bayou Holding LLC PO Box 8738 Dayton OH 454018738 883042610 Holding Co DE NA N/A CareSource Virginia Co PO Box 8738 Dayton OH 454018738 811727271 No Activity VA NA C Corp CareSource Arkansas Health Plan Co PO Box 8738 Dayton OH 454018738 844476729 COA Insurance AR NA C Corp Kids' CareAlliance Co PO Box 8738 Dayton OH 454018738 854022039 No Activity OH NA C Corp CareSource Oklahoma Health Plan Co PO Box 8738 Dayton OH 454018738 854038326 HMO Ins Plan OK NA C Corp CareSource Kansas LLC PO Box 8738 Dayton OH 454018738 873411276 HMO Ins Plan KS NA C Corp CareSource North Carolina Co PO Box 8738 Dayton OH 454018738 873079479 HMO Ins Plan NC NA C Corp CareSource PASSE LLC PO Box 8738 Dayton OH 454018738 863112470 RBPO Ins Plan AR NA C Corp CareSource Tennessee Co PO Box 8738 Dayton OH 454018738 874254502 COA Insurance TN NA C Corp Columbus Organization Holdings LLC PO Box 8738 Dayton OH 454018738 814132952 Holding Co DE NA C Corp Healthedge-Columbus Holdings LLC PO Box 8738 Dayton OH 454018738 814132842 Holding Co DE NA C Corp Columbus Medical Services Inc PO Box 8738 Dayton OH 454018738 300975112 No Activity MD NA C Corp CareSource Iowa Co PO Box 8738 Dayton OH 454018738 881429834 HMO Ins Plan IA NA C Corp CareSource Florida Co PO Box 8738 Dayton OH 454018738 883601120 HMO Ins Plan FL NA C Corp CareSource Bayou Health LLC PO Box 8738 Dayton OH 454018738 883401520 HMO Ins Plan TX NA C Corp CareSource Military & Veterans Co PO Box 8738 Dayton OH 454018738 932552094 Tricare CPD OH NA C Corp HAP CareSource New Center One Ste 110 3031 W Grand Detroit MI 482023033 383123777 HMO Ins Plan MI NA C Corp CareSource Reinsurance II LLC PO Box 8738 Dayton OH 454018738 872901879 Captive Ins MT NA C Corp GCRE Protected Cell No 3 - CS LLC PO Box 8738 Dayton OH 454018738 933077861 Captive Ins MT NA C Corp false false true false false false false false false false false false true false true false false false PART III, RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP - ADDITIONAL INFO 1) IMAGINECARE HOLDINGS LLC (EIN: 93-2340017) WAS INCORPORATED 07/12/2023 2) HAP Empowered Holding LLC (EIN: 92-3877012) was incorporated 04/19/2023 PART IV, RELATED ORGANIZATIONS TAXABLE AS A CORP - ADDITIONAL INFORMATION 1) CARESOURCE MILITARY & VETERANS CO. (EIN: 93-2552094) WAS INCORPORATED 07/21/2023 2) GCRE PROTECTED CELL NO. 3 - CS LLC (EIN: 93-3077861) WAS INCORPORATED 08/22/2023