CARESOURCE FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CARESOURCE FOUNDATION (EIN 56-2582561)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202313179349307286
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T13:46:02-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 S PATTERSON BLVD | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562582561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The CareSource Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANET FERNANDES | InCareOfNm |
| Business Name Control | CARE | BusinessNameControlTxt |
| Phone | 9372243300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8738 | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 454018738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lawrence Smart | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9372243300 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lawrence | PersonFirstNm |
| Person Last | Smart | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karen O Crim | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Erhardt Preitauer | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Same as C above | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,532,442 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.caresource.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,500,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,500,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,916 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,442 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,503,916 | PYTotalRevenueAmt |
| CY Total Revenue | $3,532,442 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,799,170 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,281,617 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $244,390 | PYOtherExpensesAmt |
| CY Other Expenses | $367,140 | CYOtherExpensesAmt |
| PY Total Expenses | $4,043,560 | PYTotalExpensesAmt |
| CY Total Expenses | $4,648,757 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$539,644 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,116,315 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,454,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,633,400 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $736,110 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,031,136 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,718,579 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $602,264 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CARESOURCE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO FURTHER THE CHARITABLE PURPOSES OF ITS SUPPORTED ORGANIZATION, CARESOURCE OHIO INC. ("CSOH"), AND ITS RELATED ENTITIES. (Continued on Schedule O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,281,617 | ExpenseAmt |
| Grant | $4,281,617 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The CareSource Foundation furthers the charitable purposes of CareSource Ohio Inc. by providing advanced, innovative solutions and addressing health care needs of the underserved through grants, outreach, medical expertise, strategic community partnerships, and volunteerism. The CareSource Foundation funds community grants to nonprofit organizations that impact children, adults, and families in areas that improve health equity, health outcomes and health literacy. (Continued on Schedule O) | Desc |
| Total Program Service Expenses | $4,281,617 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET FERNANDES | PersonNm |
| Phone | 9372243300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8738 | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 454018738 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Erhardt Preitauer | ||||||||
| President & CEO, Trustee | 1.0 | 59.0 | Yes (X) | Yes (X) | $0 | $3,656,889 | $4,253,649 | |
| Jai Pillai | ||||||||
| Chief Operating Officer | 1.0 | 59.0 | Yes (X) | $0 | $1,235,514 | $871,311 | ||
| Lawrence Smart | ||||||||
| Chief Financial Officer | 1.0 | 59.0 | Yes (X) | $0 | $1,072,888 | $998,867 | ||
| Scott Markovich | ||||||||
| EVP Markets, Trustee | 1.0 | 59.0 | Yes (X) | $0 | $966,866 | $950,975 | ||
| Daniel McCabe | ||||||||
| CAO, Trustee (To 4/22) | 25.0 | 35.0 | Yes (X) | Yes (X) | $0 | $1,505,969 | $14,895 | |
| David Finkel | ||||||||
| Former EVP Markets, Trustee | 0.0 | 0.0 | $0 | $194,579 | $0 | Yes (X) | ||
| Ronita Hawes-Saunders | ||||||||
| Chair, Trustee | 1.0 | 0.0 | Yes (X) | $0 | $4,000 | $0 | ||
| Kenneth Herr | ||||||||
| Vice Chair, Trustee | 1.0 | 0.0 | Yes (X) | $0 | $4,000 | $0 | ||
| James Gross | ||||||||
| Secretary/Treasurer, Trustee | 1.0 | 0.0 | Yes (X) | $0 | $4,000 | $0 | ||
| Ellen Leffak | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $4,000 | $0 | ||
| J Thomas Maultsby | ||||||||
| Trustee | 1.0 | 0.0 | Yes (X) | $0 | $4,000 | $0 | ||
| William F Marsteller | ||||||||
| Trustee (Emeritus) | 1.0 | 0.0 | Yes (X) | $0 | $4,000 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,656,705 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,089,697 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,500,000 | RelatedOrganizationsAmt |
| Total Contributions | $3,500,000 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,442 | TotalRevenueColumnAmt |
| Exclusion | $32,442 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,532,442 | TotalRevenueColumnAmt |
| Exclusion | $32,442 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,281,617 | TotalAmt |
| Program Services | $4,281,617 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,038 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $194,038 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $22 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MGMT FEE CARESOURCE | $165,180 | $0 | $165,180 | $0 |
| MEMBERSHIP DUES | $7,500 | $0 | $7,500 | $0 |
| FILING FEES | $400 | $0 | $400 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,648,757 | TotalAmt |
| Program Services | $4,281,617 | ProgramServicesAmt |
| Management And General | $367,140 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,454,689 | BOYAmt |
| EOY | $1,633,400 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,454,689 | BOYAmt |
| EOY | $1,633,400 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,610 | BOYAmt |
| EOY | $1,017,371 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,500 | BOYAmt |
| EOY | $13,765 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $736,110 | BOYAmt |
| EOY | $1,031,136 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,718,579 | BOYAmt |
| EOY | $602,264 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,718,579 | BOYAmt |
| EOY | $602,264 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,454,689 | BOYAmt |
| EOY | $1,633,400 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,116,315 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARESOURCE OHIO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311143265 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $2,148,627 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,148,627 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule A, Part IV, Section A, Question 1 | The CareSource Foundation makes contributions to other Internal Revenue Code Section 501(c)(3) organizations in furtherance of the exempt charitable purposes of CareSource Ohio, Inc., The CareSource Foundation's supported organization. The CareSource Foundation also makes contributions in furtherance of the exempt charitable purposes of the other Internal Revenue Code Section 501(c)(3) organizations within the CareSource Family of Companies, which are related organizations and share the exempt purposes of CareSource Ohio, Inc. |
| Form 990, Schedule A, Part IV, Section A, Question 6 | The CareSource Foundation makes contributions to other Internal Revenue Code Section 501(c)(3) organizations. Grantee organizations are listed on Form 990, Schedule I, Part II. Such grants and contributions are made by The CareSource Foundation in furtherance of the exempt charitable purposes of CareSource Ohio, Inc., The CareSource Foundation's supported organization. Although CareSource Ohio, Inc. is the only supported organization specifically named in The CareSource Foundation's articles of incorporation, the contributions of The CareSource Foundation further the exempt purposes of all the entities within The CareSource Family of Companies. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RELATED PARTY PAYABLE | Desc |
| Amt | $13,765 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,765 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FIN 48 (ASC 740) Footnote | FormAndLineReferenceDesc |
| Explanation | 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 2019-2021 are open for audit by the Internal Revenue Service. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (90 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| NURSE-FAMILY PARTNERSHIP | ||||||||
| 1900 N GRANT ST | STE 400 | DENVER | CO | 80203 | 200234163 | 501(C)(3) | $332,940 | CULTURAL CONSCIOUSNESS PATHWAY |
| Ronald McDonald House Charities Dayton | ||||||||
| 555 Valley St | Dayton | OH | 45404 | 310964793 | 501(C)(3) | $255,000 | 2022 Doors of Compassion Dinner & RMHC Keeping More Families Close Capital Campaign | |
| Merchants Affordable House Corp | ||||||||
| 410 Monon Blvd | Unit 350 | Carmel | IN | 460322345 | 311013632 | 501(C)(3) | $250,000 | Healthy Beginnings at Home Replication, Indiana |
| Overdose Lifeline Inc | ||||||||
| 7331 Lakeside Dr | Indianapolis | IN | 462781618 | 471333720 | 501(C)(3) | $192,425 | Additional Funding for Overdose Emergency Response Program due to extended efforts of program & Overdose Emergency Response Program for IN Schools and School Nurses | |
| EVSC Foundation | ||||||||
| 951 Walnut St | Evansville | IN | 47713 | 262863843 | 501(C)(3) | $162,000 | GAIN: GROWTH IN ACADEMICS THROUGH INNOVATION AND NEUROEDUCATION | |
| Girl Scouts of Western Ohio | ||||||||
| 4930 Cornell Rd | Blue Ash | OH | 452421804 | 310679091 | 501(C)(3) | $150,000 | Empower Her: The Campaign to Transform our Camps and our Girls | |
| Ball State University Foundation | ||||||||
| 2800 W Bethel Ave | Muncie | IN | 473042619 | 356024566 | 501(C)(3) | $100,000 | Healthy Lives for Indiana Youth: A Peer-Led Health Promotion Program to Reduce Obesity and Promote Overall Health among Adolescents | |
| East End Community Services | ||||||||
| 624 Xenia Ave | Dayton | OH | 454101826 | 311508554 | 501(C)(3) | $100,000 | WestCare Ohio/East End Community Service Facility Expansion Project | |
| YMCA of Greater Dayton | ||||||||
| 118 W Frist Street | STE 300 | Dayton | OH | 454021111 | 310537517 | 501(C)(3) | $100,000 | Northwest Health & Wellness Center |
| The Dayton Foundation | ||||||||
| 1401 S Main St | Suite 100 | Dayton | OH | 45409 | 316027287 | 501(C)(3) | $95,000 | Northwest Dayton Partners Proximate Grantmaking |
| Healthier Moms & Babies Inc | ||||||||
| 1025 W Rudisill Blvd | Fort Wayne | IN | 46807 | 834507606 | 501(C)(3) | $95,000 | Mobile Outreach Unit | |
| Victoria Theatre Association | ||||||||
| 138 North Main Street | Dayton | OH | 45402 | 310897638 | 501(C)(3) | $90,000 | The Dayton Live Discovery Series and Sensory Friendly Programming | |
| University of Indianapolis | ||||||||
| 1400 E Hanna Avenue | Indianapolis | IN | 462273630 | 350868107 | 501(C)(3) | $82,000 | MICI-AHEC Health Programs Expansion | |
| Good Neighbor House | ||||||||
| 627 E First Street | Dayton | OH | 454021367 | 311374154 | 501(C)(3) | $75,000 | Growing to Meet the Challenge Capital Campaign | |
| Friends of Levitt Pavilion | ||||||||
| 2312 Far Hills Ave | Suite 194 | Dayton | OH | 45419 | 810743640 | 501(C)(3) | $72,000 | 2022 Levitt Pavillion Sponsorship |
| United Way of Greater Dayton | ||||||||
| 33 West First Street | STE 500 | Dayton | OH | 45402 | 310536658 | 501(C)(3) | $65,000 | Big Thanks Sponsorship & 2022 Annual Corporate Gift |
| Benjamin Rose Institute on Aging | ||||||||
| 11890 Farhill Rd | Cleveland | OH | 441201053 | 340714482 | 501(C)(3) | $63,000 | WeCare...Because You Do | |
| Harris County School District | ||||||||
| 132 Barnes Mill Road | Midland | GA | 318203452 | 586000260 | Harris Cnty | $60,000 | Harris County School District Telehealth Initiative | |
| Healthy Mothers Healthy Babies Coalition of GA Inc | ||||||||
| 2300 Henderson Mill Rd NE | Atlanta | GA | 303452745 | 581440585 | 501(c)(3) | $53,025 | DOULA MEDICAID REIMBURSEMENT GEORGIA PILOT | |
| Advocates for Bartows Children Inc | ||||||||
| PO Box 446 | Cartersville | GA | 30120 | 581505825 | 501(C)(3) | $50,000 | Together For Families | |
| Chris 180 | ||||||||
| 1030 Fayetteville Rd SE | Atlanta | GA | 30316 | 581430183 | 501(C)(3) | $50,000 | Adoption and Wraparound Services to Support Permanent Placement and Ensure Stability | |
| Families First Inc | ||||||||
| 80 Joseph E Lowery Boulevard NW | Atlanta | GA | 30314 | 581054331 | 501(C)(3) | $50,000 | Functional Family Therapy (FFT) Site Certification | |
| Georgia Advocacy Office Inc | ||||||||
| 1 W Court Sq | STE 625 | Decatur | GA | 300302539 | 581299961 | 501(C)(3) | $50,000 | Youth DECIDE |
| ProKids | ||||||||
| 2605 Burnet Ave | Cincinnati | OH | 452192502 | 311020021 | 501(C)(3) | $50,000 | Building Blocks | |
| Reaching Our Sisters Everywhere Inc | ||||||||
| 3614 Columbia Parkway | Decatur | GA | 300344314 | 452803568 | 501(C)(3) | $50,000 | Community Men Engagement in the perinatal period | |
| Rescuing Hope Inc | ||||||||
| 1750 Powder Springs Road | STE 190 Box 112 | Marietta | GA | 30064 | 473356764 | 501(C)(3) | $50,000 | Rescuing Hope Empowerment |
| Samaritan Counseling Center of Southeast Texas | ||||||||
| 7980 Anchor Dr | Bldg 500 | Port Arthur | TX | 77642 | 760068922 | 501(C)(3) | $50,000 | The Wellness Program |
| The Center for Black Womens Wellness Cbww Inc | ||||||||
| 477 Windsor St SW | Rm 309 | Atlanta | GA | 30312 | 582212203 | 501(C)(3) | $50,000 | H.E.A.R.T. for Georgia (Health Education Advocacy Resources Training) Family Health Advocacy System |
| University of Dayton | ||||||||
| 300 College Park Ave | Dayton | OH | 454691665 | 310536715 | 501(C)(3) | $50,000 | Health Equity Activation Think Tank (HEATT) | |
| Veterans Affairs History Center Foundation | ||||||||
| 40 N Main St | STE 500 | Dayton | OH | 454231038 | 832031141 | 501(C)(3) | $50,000 | Veterans Administration History Center |
| West Virginia University Foundation Inc | ||||||||
| One Waterfront Place 7th Floor | PO Box 1650 | Morgantown | WV | 26507 | 556017181 | 501(C)(3) | $50,000 | WVU Medicine Children's Child Life Program |
| Atlanta HBCU Alumni Alliance | ||||||||
| PO Box 880 | Atlanta | GA | 303010880 | 593817259 | 501(C)(3) | $50,000 | HBCU Run/Walk & Health Awareness Fair | |
| Norton Children's Hospital Foundation | ||||||||
| 4965 US Hwy 42 | STE 1000 | Louisville | KY | 40222 | 616027530 | 501(C)(3) | $45,000 | Norton Children's Prescriptive Food Pantry Expansion in Clarksville and Jeffersonville, Indiana |
| Tri-County EMC Foundation Inc | ||||||||
| 310 W Clinton Street | Gray | GA | 310325358 | 582615095 | 501(C)(3) | $40,000 | Jones County Digital Equity Initiative for K-12 Students | |
| Georgia Health Family Alliance | ||||||||
| 3760 Lavista Rd | STE 100 | Tucker | GA | 30084 | 586212478 | 501(C)(3) | $37,500 | TAR WARS 2022-2023 PREVENTION PROGRAM SOUTHEAST STRIKE FORCE |
| Urban League of Greater Southwestern Ohio | ||||||||
| 907 West Fifth Street | Dayton | OH | 45402 | 310565428 | 501(C)(3) | $35,000 | EMERGE: Educate, Motivate, Elevate, Relate, Gain, & Entertain | |
| Hope Center for Crisis Pregnancy | ||||||||
| 3740 Laurel Ave | Beaumont | TX | 77707 | 760548301 | 501(C)(3) | $30,000 | Changing Lives Through Hope | |
| Prevent Child Abuse America | ||||||||
| 33 N Dearborn St | STE 2300 | Chicago | IL | 60602 | 237235671 | 501(C)(3) | $30,000 | Healthy Families America Pregnant and Parenting Teen Planning Grant |
| Think Tank Inc | ||||||||
| 20 S Limestone St | Suite 330 | Springfield | OH | 455021232 | 203742833 | 501(C)(3) | $30,000 | Beyond COPE (Cost of Poverty Experience): Overcoming Roadblocks to Lasting Change |
| Dayton Contemporary Dance Company | ||||||||
| 840 Germantown Street | Dayton | OH | 45402 | 237220259 | 501(C)(3) | $28,750 | Support development of the expanded program to be launched in early 2023. Funds will be used to: 1) create enhanced activities for aerobic movement, nutrition, yoga, cognitive stimulation, skill development, and interpersonal skills; 2) create short dance performances for offerings that match school curriculum or a specific need (e.g., mental acuity, stress release, etc.); and 3) expand programming with a robust emphasis on mental and spiritual considerations, especially post-COVID & Soulstice Annual Fundraiser | |
| Boonshoft Museum of Discovery | ||||||||
| 2600 Deweese Parkway | Dayton | OH | 45414 | 310585917 | 501(C)(3) | $26,500 | Boonshoft Ecobash | |
| American Red Cross - Miami Valley Chapter | ||||||||
| 370 W First Street | Dayton | OH | 45402 | 530196605 | 501(C)(3) | $25,000 | Kentucky Flood Relief Program | |
| Omega Community Development Corporation | ||||||||
| 1800 Harvard Blvd | Dayton | OH | 45406 | 311561713 | 501(C)(3) | $25,000 | Hope Rising Gala | |
| ARCHI co Georgia State University Research Founda | ||||||||
| 58 Edgewood Ave 3rd Floor | Atlanta | GA | 30303 | 581845423 | 501(C)(3) | $25,000 | Community Resource Hubs for Health Equity | |
| Dayton Metro Library | ||||||||
| 215 E 3rd Street | Dayton | OH | 454022103 | 316000100 | Dayton Metro Li | $25,000 | Paul Laurence Dunbar Statue | |
| Disability Action Center of Georgia | ||||||||
| 1901 Montreal Road | Suite 102 | Tucker | GA | 30084 | 582400240 | 501(C)(3) | $25,000 | disABILITY LINK's Locating Employment Avenues through Peer Support: Pathways to Success |
| Georgia Food Bank Association Inc | ||||||||
| 3400 N Desert Drive | East Point | GA | 30344 | 582374577 | 501(C)(3) | $25,000 | Increasing Access to Health Food - Farm to Food Bank | |
| Sewn Arts | ||||||||
| PO Box 5529 | Atlanta | GA | 311070529 | 851549406 | 501(C)(3) | $25,000 | The Art Pharmacy | |
| Sowega Council on Aging Inc | ||||||||
| PO Box 88 | Albany | GA | 31702 | 580965104 | 501(C)(3) | $25,000 | Senior Wellness Programming | |
| Together for Hope | ||||||||
| 8 Nathchez CV | Clinton | MS | 390569629 | 870835491 | 501(C)(3) | $25,000 | Together for Hope Black Belt | |
| Agape for Youth | ||||||||
| 2300 Edwin C Moses Blvd | Dayton | OH | 454174699 | 311265401 | 501(C)(3) | $22,000 | Bridging Hope and Futures | |
| The Gala of Hope Foundation | ||||||||
| 3500 Pentagon Blvd | STE 500 | Beavercreek | OH | 45431 | 464277044 | 501(C)(3) | $20,000 | 2022 Gala of Hope |
| Atlanta Volunteer Lawyers Foundation Inc | ||||||||
| 235 Peachtree St N Tower | Suite 1750 | Atlanta | GA | 30303 | 581364400 | 501(C)(3) | $20,000 | Standing with our Neighbors (SWON) |
| Children First Inc | ||||||||
| 693 N Pope St | Athens | GA | 306012331 | 582100852 | 501(C)(3) | $20,000 | SafeCare Home Visiting | |
| Coastal Georgia Area Community Action Authority | ||||||||
| One Community Action Dr | Brunswick | GA | 315203789 | 580973468 | 501(C)(3) | $20,000 | Homeless Prevention/Rapid Rehousing | |
| Communities in Schools of Houston | ||||||||
| 1111 North Loop West | Suite 300 | Houston | TX | 77008 | 760031827 | 501(C)(3) | $20,000 | Communities In Schools Mental Health Support for Students |
| Indiana Youth Group Inc | ||||||||
| 3733 N Meridian Street | Indianapolis | IN | 462084362 | 351760451 | 501(C)(3) | $20,000 | Indiana Youth Group LGBTQ+ Competency Curriculum for Medical Providers | |
| March of Dimes | ||||||||
| 12620 FM 1960 W | STE A-4 309 | Houston | TX | 77065 | 131846366 | 501(C)(3) | $20,000 | Enhancing Doula Workforce Capacity |
| My Connect Community | ||||||||
| 6700 Bellaire Boulevard | Houston | TX | 77074 | 811424233 | 501(C)(3) | $20,000 | Together, We Thrive | |
| Boys & Girls Club of Dayton Inc | ||||||||
| 1828 West Stewart St | Dayton | OH | 45417 | 310536657 | 501(C)(3) | $20,000 | Spark Event Sponsorship | |
| Wright State University Foundation | ||||||||
| 3640 Colonel Glenn Highway | Dayton | OH | 454350001 | 237019799 | 501(C)(3) | $20,000 | HAPI, Neuro, & Cardio Labs | |
| YWCA Dayton | ||||||||
| 141 W Third Street | Dayton | OH | 45402 | 310537168 | 501(C)(3) | $17,500 | 2023 Women of Influence & Voices Against Violence Sponsorships | |
| TeamSmile Inc | ||||||||
| 2021 Burlington St | N Kansas City | MO | 641163409 | 753250075 | 501(C)(3) | $16,000 | TeamSmile hosts a one day program where 300 selected children will receive free professional oral health care services and evaluations. | |
| SOCHE Strategic Ohio Council for Higher Education | ||||||||
| 2750-B Indian Ripple Road | 225 | Beavercreek | OH | 45440 | 237109141 | 501(C)(3) | $15,000 | Experiential STEM Outreach Mural Project & TEDxDayton Sponsorship |
| Beech Acres dba Beech Acres Parenting Center | ||||||||
| 615 Elsinore Place | Suite 500 | Cincinnati | OH | 45202 | 310536663 | 501(C)(3) | $15,000 | Parent Connext program and expansion into Clermont County, 2022-2023 |
| Indiana Philanthropy Alliance | ||||||||
| 32 E Washington St | Suite 1100 | Indianapolis | IN | 46204 | 351868240 | 501(C)(3) | $14,500 | 2022 Health Funders Collaborative & Philanthropy Leads Dinner |
| Philanthropy Ohio | ||||||||
| 500 South Front Street | Suite 900 | Columbus | OH | 43215 | 311111842 | 501(C)(3) | $14,000 | Annual Conference Sponsorhip, Health Initiative Support & Nonprofit Summer Learning Series Sponsorship |
| Clothes That Work | ||||||||
| 1133 S Edwin C Moses Blvd | Suite 392 | Dayton | OH | 45417 | 311575093 | 501(C)(3) | $10,000 | Fashioning Futures Luncheon & Workforce Development Initiative |
| Grantmakers in Health | ||||||||
| 1100 Connecticut Ave NW | STE 1100 | Washington | DC | 200364107 | 133206571 | 501(C)(3) | $10,000 | Annual Conference |
| Dayton Children's Hospital Foundation | ||||||||
| One Childrens Plaza | Dayton | OH | 45404 | 311045247 | 501(C)(3) | $10,000 | Cha|Cha 2022 Sponsorship | |
| The Villages of Indiana | ||||||||
| 2405 N Snith Pike | Bloomington | IN | 47404 | 351708240 | 501(C)(3) | $10,000 | 2022 Child Abuse Prevention Month Kick-off Sponsorship & 2022 Prevent Child Abuse Indiana Training | |
| The Big Hoopla | ||||||||
| 40 N Main St | 1900 Kettering Tower | Dayton | OH | 45423 | 454231032 | 501(C)(3) | $10,000 | Military Appreciation Night at the Fraze Pavilion |
| Heritage Ohio Inc | ||||||||
| 800 East 17th Avenue | Columbus | OH | 43211 | 341845898 | 501(C)(3) | $10,000 | 2023 Annual Conference Sponsorship | |
| Care Beyond the Boulevard Inc | ||||||||
| PO Box 860580 | Shawnee | KS | 66286 | 831122028 | 501(C)(3) | $10,000 | Care Beyond the Boulevard will utilize these funds for general operating expenses. | |
| Dove Recovery House for Women | ||||||||
| 3551 N Meridian Street | Suite 110 | Indianapolis | IN | 46208 | 352120680 | 501(C)(3) | $10,000 | Increasing Equitable Access to Substance Use Disorder ("SUD") Treatment and Recovery |
| Kansas Children's Service League | ||||||||
| 1365 N Custer St | Wichita | KS | 672036634 | 480543749 | 501(C)(3) | $10,000 | Stronger Families Start Here | |
| Keep Indianapolis Beautiful | ||||||||
| 1029 Fletcher Ave | Indianapolis | IN | 462031042 | 311005792 | 501(C)(3) | $10,000 | Pilot Test of Lead Reduction through Keep Indianapolis Beautiful GreenSpace Implementation | |
| Kids In New Directions Inc | ||||||||
| 2338 East Fifth Street | Dayton | OH | 45403 | 853496804 | 501(C)(3) | $10,000 | FANS Accelerator | |
| LifeCare Alliance | ||||||||
| 1699 W Mound Street | Columbus | OH | 432231809 | 314379494 | 501(C)(3) | $10,000 | Diabetes Dayton - Food as Medicine Education Classes | |
| Lydia's House Inc | ||||||||
| PO Box 128808 | Cincinnati | OH | 452123026 | 800832277 | 501(C)(3) | $10,000 | Maternal Health for Single Mothers and Infants experiencing homelessness | |
| Miami County Dental Clinic | ||||||||
| 70 Troy Town Dr | Troy | OH | 453732328 | 204901192 | 501(C)(3) | $10,000 | Traveling Smiles | |
| Prevent Blindness Ohio | ||||||||
| 1500 W Third Ave | Suite 200 | Columbus | OH | 43212 | 363667121 | 501(C)(3) | $10,000 | Vision Care Outreach |
| TMP Enterprise dba Joy's House | ||||||||
| 2028 East Broad Ripple Avenue | Indianapolis | IN | 46220 | 352083290 | 501(C)(3) | $10,000 | End-of-Life Doula Program | |
| Welcome Home Sis | ||||||||
| 10485 Washington Street | Byesville | OH | 43723 | 842726100 | 501(C)(3) | $10,000 | Get Fresh Garden & Safe House Expansion | |
| Youth Core Ministries | ||||||||
| 211 E Garfield | Greensburg | KS | 67054 | 821252813 | 501(C)(3) | $10,000 | Core Community | |
| SER-Jobs For Progress of the Texas Gulf Coast Inc | ||||||||
| 1710 Telephone Rd | Houston | TX | 77073 | 741590387 | 501(C)(3) | $8,500 | SERJobs-Where Opportunity Works! & Champions of Hope Luncheon | |
| Autism Society of Greater Akron | ||||||||
| 580 Grant Street | Akron | OH | 44311 | 471129984 | 501(C)(3) | $7,999 | Autism Society of Greater Akron Inclusive Recreation Project | |
| Air Force Museum Foundation Inc | ||||||||
| PO Box 1903 | 1100 Spaatz Street | Wright Patterson AFB | OH | 45433 | 310668800 | 501(C)(3) | $7,500 | Sponsorhip of Plane Talk Series at the National Museum of the U.S. Air Force |
| Boys Hope Girls Hope | ||||||||
| 2400 Reading Road | Suite 139 | Cincinnati | OH | 45202 | 311054816 | 501(C)(3) | $7,500 | Scholar and Collegian Academic Success Program |
| Calumet Center for Healing and Attachment Inc | ||||||||
| 508 Greenville Street | LaGrange | GA | 30240 | 352572597 | 501(C)(3) | $7,000 | Trauma-Responsive Counseling | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 89 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule I, Part I, Question 2 Grant Review | FormAndLineReferenceDesc |
| Explanation | The CareSource Foundation provides numerous grants furthering the charitable purposes of its supported organization, CareSource Ohio, Inc., and its related entities. 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, Community Health Agencies, or government agencies that further the charitable purposes of its supported organization, CareSource Ohio, Inc., and its related entities. All funded grantees are requested to provide a formal report with information on how the funds were utilized and the success of their program. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Erhardt Preitauer | ||||||||||||||
| President & CEO, Trustee | $0 | $1,271,556 | $0 | $1,935,465 | $0 | $449,868 | $0 | $4,232,490 | $0 | $21,159 | $0 | $7,910,538 | $0 | $1,935,465 |
| Jai Pillai | ||||||||||||||
| Chief Operating Officer | $0 | $623,475 | $0 | $478,850 | $0 | $133,189 | $0 | $856,649 | $0 | $14,662 | $0 | $2,106,825 | $0 | $478,850 |
| Lawrence Smart | ||||||||||||||
| Chief Financial Officer | $0 | $535,956 | $0 | $424,371 | $0 | $112,561 | $0 | $975,380 | $0 | $23,487 | $0 | $2,071,755 | $0 | $424,371 |
| Scott Markovich | ||||||||||||||
| EVP Markets, Trustee | $0 | $505,787 | $0 | $354,760 | $0 | $106,319 | $0 | $911,682 | $0 | $39,293 | $0 | $1,917,841 | $0 | $354,760 |
| Daniel McCabe | ||||||||||||||
| CAO, Trustee (To 4/22) | $0 | $120,152 | $0 | $1,044,619 | $0 | $341,198 | $0 | $7,379 | $0 | $7,516 | $0 | $1,520,864 | $0 | $710,581 |
| David Finkel | ||||||||||||||
| Former EVP Markets, Trustee | $0 | $0 | $0 | $0 | $0 | $194,579 | $0 | $0 | $0 | $0 | $0 | $194,579 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Schedule J, Part I, Question 3 | The process the Organization goes through to establish the reasonable executive compensation is the same for all the CareSource Family of companies. 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. CareSource Management Services LLC ("CSMS"), a related organization, has in place Claw back provisions within its executive compensation plans that generally require executives to pay back compensation to CSMS in the event a subsequent legal, accounting, regulatory or compliance issue is discovered over which the executive had direct responsibility and control during the executive's employment. |
| Form 990, Schedule J, Part I, Line 4a | David Finkel 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, Jai Pillai, 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, Jai Pillai, 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 2022 for both deferred compensation arrangements include the following: Erhardt Preitauer $2,272,354, Jai Pillai $375,388, Lawrence Smart $554,835, and Scott Markovich $517,955. |
| 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, Jai Pillai, Lawrence Smart, Scott Markovich, and Daniel McCabe. 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Question 1 (Continued) | THE CARESOURCE FOUNDATION FURTHERS THE CHARITABLE PURPOSES OF CSOH AND ITS RELATED ENTITIES BY IMPROVING OVERALL COMMUNITY HEALTH AND ADDRESSING HEALTH-RELATED ISSUES IN THE COUNTIES IN WHICH THE CARESOURCE FAMILY OF COMPANIES OPERATES. THE CARESOURCE FOUNDATION IMPROVES THE LIVES OF THE UNDERSERVED BY PROVIDING GRANTS 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) | Specifically, the CareSource Foundation targets the following: (i) Supporting health education and promoting healthy habits, (ii) improving maternal, infant and child health, ensuring families have safe, stable, and healthy homes and neighborhoods and (iii) strengthening the capacity of a diverse health and 21st century workforce. In 2022, The CareSource Foundation provided grants to 102 nonprofit organizations across 7 states totaling $4.2M. Since 2006, the CareSource Foundation has awarded more than $28.5M in charitable assistance to strengthen the network of health and human service nonprofit organizations throughout the states CareSource does business. The CareSource Foundation provides funding to nonprofits who are working to eliminate poverty, providing much-needed services to low-and moderate-income families, building healthier communities, and developing innovative approaches to address critical issues of children, adults, and families. The CareSource Foundation is a leader in cultivating partnerships that enhance and improve the health care and life services for consumers. All the grants have been selected through a rigorous review process that evaluates innovation, impact, and sustainability. Over the last decade, the Organization has seen great challenges in the areas of well-being and health care. What is most exciting, however, is the impact The CareSource Foundation has had as the result of partnerships with some of the most impressive nonprofits in the country. The CareSource Foundation signature grants are focused on innovative, high-impact approaches to solving critical social issues. The CareSource Foundation awarded a total of more than $1.3M in signature grants to the following organizations in 2022: 1) Nurse Family Partnership National Office - $529,034 (Granted over Three Years) (Denver, CO) Cultural Consciousness Pathway: Develop, pilot, implement and evaluate a cultural consciousness pathway for nurses in our national network of local partners. 2) Ronald McDonald House Charities of Dayton - $500,000 (Granted over Three Years) (Dayton, OH) RMHC Keeping More Families Close Capital Campaign: Constructing a new 50,000 sq. ft. building consisting of two finished floors and a shelled third floor which will accommodate future growth. 3) Phoebe Foundation Inc. - $256,226 (Granted over Three Years) (Albany, GA) Nurse Family Partnership Expansion: Establish a Nurse Family Partnership Affiliate in Dougherty County in partnership with the Phoebe-Putney Health System. 4) Indiana University - $250,000 (Granted over Three Years) (Bloomington, IN) Healthy Beginnings at Home Replication: 24 months of rental assistance, housing navigation, and housing case management to pregnant women in Marion County, Indiana. 5) OneFifteen Recovery - $220,000 (Granted over Two Years) (Dayton, OH) Tech-Enabled Care for Rural Ohio: Build and establish a Rural TeleHub Program that will connect rural patients to SUD clinicians virtually and deliver virtual addiction medicinal care. 6) Overdose Lifeline, Inc. - $178,425 (Granted over Three Years) (Indianapolis, IN) Overdose Emergency Response Program for Indiana Schools and School Nurses: Provides partners to schools for naloxone and naloxboxes, training staff, and youth opioid/substance prevention education. 7) Girl Scouts of Western Ohio - $150,000 (Blue Ash, OH) Empower Her: The Campaign to Transform our Camps and our Girls: Modernizing and diversifying the capital and outdoor curriculum for girls attending any of the four local camps. 8) Ohio State University Foundation - $125,000 (Granted over Two Years) (Dayton, OH) Moms2B and Dads2B: Weekly, neighborhood-based group program helps to connect women to medical care, and to learn skills that improve pregnancy and birth outcomes. 9) Ball State University Foundation - $100,000 (Granted over Two years) (Muncie, IN) Healthy Lives for Indiana Youth: A peer-led health promotion program to reduce obesity and promote overall health among adolescents residing in low-income communities in Muncie, IN. 10) EVSC Foundation Inc. - $296,900 (Granted over Two Years) (Evansville, IN) GAIN: Growth in Academics through Innovation and Neuroeducation: Promotes healthy behaviors, implements Mind-Body Medicine and improves mental health for educators and students K-8 over the next three years. 11) American Heart Association, Inc. - $375,000 (Granted over Three Years) (Montgomery Co., OH) Historically Black Colleges & Universities ("HBCU") Scholars: Implement American Heart Association's HBCU Scholars program in Ohio to help underrepresented students attain professional degrees in biomedical and health careers. 12) YMCA of Greater Dayton - $100,000 (Dayton, OH) Northwest Health & Wellness Center: Building of a new facility to improve the access to better health and wellness programming in the blighted area of Northwest Dayton. 13) East End Community Services - $100,000 (Dayton, OH) West Care Ohio/East End Community Service Facility Expansion Project: Capital grant for a new facility which will have enough space to add a Dayton/Montgomery County Public Health women, infants and children ("WIC") clinic, health outreach service and a new workforce training center through Sinclair Community College. |
| Form 990, Part VI, Section A, Question 6 | CareSource is the 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CareSource Ohio Inc | ||||||||||
| PO Box 8738 | Dayton | OH | 45401 | 311143265 | HIC Ins Plan | OH | 501(c)(3) | 509(a)(2) | CareSource | false |
| CareSource | ||||||||||
| PO Box 8738 | Dayton | OH | 45401 | 311703368 | Supporting | OH | 501(C)(3) | 509(A)(3)II | NA | false |
| CareSource Indiana Inc | ||||||||||
| PO Box 8738 | Dayton | OH | 45401 | 320121856 | HMO Ins Plan | IN | 501(c)(3) | 509(A)(2) | CareSource | false |
| CareSource Georgia Co | ||||||||||
| PO Box 8738 | Dayton | OH | 45401 | 472408339 | HMO Ins Plan | GA | 501(c)(3) | 509(A)(2) | CareSource | false |
| CareSource West Virginia Co | ||||||||||
| PO Box 8738 | Dayton | OH | 45401 | 473028244 | HMO Ins Plan | WV | 501(c)(3) | 509(A)(2) | CareSource | false |
| CareSource Kentucky Co | ||||||||||
| PO Box 8738 | Dayton | OH | 45401 | 464991603 | HMO Ins Plan | KY | 501(c)(3) | 509(A)(2) | CareSource | false |
| CareSource Life Services Co | ||||||||||
| PO Box 8738 | Dayton | OH | 45401 | 811602217 | No Activity | OH | 501(c)(3) | 509(A)(2) | CareSource | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| CSMS HOLDING LLC (To 122822) | ||||||||
| PO BOX 8738 | DAYTON | OH | 454018738 | 851588557 | HOLDING CO | DE | NA | N/A |
| CareSource Diversity & Social Impact Inv | ||||||||
| 50 East 91st Street Suite 213 | Indianapolis | IN | 46240 | 871811106 | Investing | IN | NA | N/A |
| CareSource Iowa Opportunity Investment | ||||||||
| 415 12th Ave SE | Cedar Rapids | ID | 52401 | 883585337 | Investing | IA | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt |
|---|---|---|---|---|---|---|---|---|
| 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 (Inc 31822) | ||||||||
| PO Box 8738 | Dayton | OH | 45401 | 881429834 | HMO Ins Plan | IA | NA | C Corp |
| CareSource Florida Co (Inc 8422) | ||||||||
| PO Box 8738 | Dayton | OH | 45401 | 883601120 | HMO Ins Plan | FL | NA | C Corp |
| CareSource Bayou Health LLC(Inc 72222) | ||||||||
| PO Box 8738 | Dayton | OH | 45401 | 883401520 | HMO Ins Plan | TX | NA | C Corp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III - Related Orgs Taxable as a Partnership - Additional Information | 1) Effective 12/28/2022, CareSource Management Services Holding LLC (EIN 85-1588557) changed from a partnership to a single member LLC, whose sole member is another single member LLC, Caresource Holding LLC (EIN 84-4431982). Caresource Holding LLC's sole member is CareSource (EIN 31-1703368). |
| Part IV - Related Organizations Taxable as a Corp - Additional Information | 1) CareSource Iowa Co (EIN 88-1429834) was incorporated 03/18/2022. 2) CareSource Florida Co (EIN 88-3601120) was incorporated 08/04/2022. 3) CareSource Bayou Health LLC (EIN 88-3401520) was incorporated 07/22/2022. |