Nonprofit · EIN 94-1498697
CALIFORNIA HEALTH FOUNDATION AND TRUST
Tax-exempt · SACRAMENTO, CA 95814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $45,957,239 | $56,884,286 | -$10,927,047 | $140,241,059 | $9,145,454 | $131,095,605 |
| December 31, 2023 | 990 | $45,989,494 | $57,901,674 | -$11,912,180 | $148,197,439 | $6,176,921 | $142,020,518 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $45,231,923
- of which government grants
- $498,919
- Program service revenue
- $0
- Investment income
- $725,316
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $52,966,094
- Other salaries and wages
- $84,634
- Salaries, compensation and benefits (total)
- $100,714
- Professional fundraising fees
- $0
- Legal fees
- $4,949
- Accounting fees
- $33,383
- Travel
- $4,844
- Program services (functional)
- $56,822,796
- Management and general (functional)
- $61,490
Balance sheet and other
- Total assets, start of year
- $148,197,439
- Total assets, end of year
- $140,241,059
- Total liabilities, end of year
- $9,145,454
- Net assets, end of year
- $131,095,605
- Publicly traded securities
- $238,650
- Net assets without donor restrictions
- $3,368,180
- Net assets with donor restrictions
- $127,727,425
- Gross receipts
- $45,957,239
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1956
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CARMELA COYLE | PRESIDENT Trustee or director, Officer | 1 | $0 | $1,448,077 | $260,174 |
| JENNIFER M NEWMAN | CHIEF FINANCIAL OFFICER Officer | 2.8 | $0 | $501,008 | $66,422 |
| KERRY L HEINRICH JD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SIRI NELSON | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TODD A SUNTRAPAK | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JULIE J SPRENGEL | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDY COFFEY RN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PETE DELGADO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KAREN FAULIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRETT MCCLAIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN J MCINTIRE CAVS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LOUIS PELTIER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL S VIVIANO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CARMELA COYLE | PRESIDENT Trustee or director, Officer | 1 | $0 | $1,384,050 | $24,998 |
| JENNIFER M NEWMAN | CHIEF FINANCIAL OFFICER Officer | 2.8 | $0 | $468,846 | $62,809 |
| TODD A SUNTRAPAK | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KERRY L HEINRICH JD | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SIRI NELSON | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ELAINE BATCHLOR MD MPH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JUDY COFFEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PETE DELGADO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KAREN FAULIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL J MADDEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRETT MCCLAIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN J MCINTIRE CAVS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LOUIS PELTIER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1215 K ST STE 700, SACRAMENTO, CA 95814-3946
- Principal officer (990 for 2024)
- CARMELA COYLE, 1215 K STREET 700, SACRAMENTO, CA 95814
- Signed the 990
- JENNIFER M NEWMAN, CFO
- Phone
- (916) 552-7629
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1498697 or by the name CALIFORNIA HEALTH FOUNDATION AND TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SUPPORT ACCESS, RESEARCH, AND EDUCATION IN THE FIELDS OF HEALTHCARE DELIVERY, FINANCING, AND PATIENT CARE.
Program accomplishments
- 2022-2024 HOSPITAL GRANT PROGRAMS:STATEWIDE EFFORT TO ASSIST HOSPITALS AND HOSPITAL HEALTH SYSTEMS IN CALIFORNIA TO CONTINUE TO PROVIDE ACCESS TO CARE FOR UNINSURED AND UNDERINSURED PEOPLE, PRESERVE PHYSICAL ACCESS TO CARE, AND PROVIDE COMMUNITY SERVICES SUCH AS MENTAL HEALTH ACCESS, WELLNESS, AND PREVENTION PROGRAMS. THE PROGRAM RECOVERS $5.2 BILLION OF THE $8.8 BILLION SHORTFALL ANNUALLY IN MEDI-CAL PAYMENTS.Expenses $56,323,877 · grants $52,792,786
- SUPPORT CRITICAL ACCESS HOSPITALS (CAHS) IN IMPLEMENTING QUALITY IMPROVEMENT ACTIVITIES.Expenses $498,919 · grants $173,308
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1498697
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1961
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $140,241,059
- Income (IRS master file)
- $45,957,239
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $45,957,239 | $56,884,286 | $140,241,059 | IRS |
| 990 | December 2023 | $45,989,494 | $57,901,674 | $148,197,439 | XML |
| 990 | December 2022 | $42,743,533 | $2,669,548 | $155,890,975 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1498697).
Questions about CALIFORNIA HEALTH FOUNDATION AND TRUST
- What is the EIN of CALIFORNIA HEALTH FOUNDATION AND TRUST?
- The employer identification number (EIN) of CALIFORNIA HEALTH FOUNDATION AND TRUST is 94-1498697.
- Is CALIFORNIA HEALTH FOUNDATION AND TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to CALIFORNIA HEALTH FOUNDATION AND TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA HEALTH FOUNDATION AND TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA HEALTH FOUNDATION AND TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA HEALTH FOUNDATION AND TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CALIFORNIA HEALTH FOUNDATION AND TRUST?
- The 990 for the year ended December 31, 2024 names CARMELA COYLE.
- Who are the officers and directors of CALIFORNIA HEALTH FOUNDATION AND TRUST?
- The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA HEALTH FOUNDATION AND TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $45,957,239, expenses of $56,884,286 and total assets of $140,241,059 at year end.
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- THE JAMES B MCCLATCHY FOUNDATION EIN 68-0283878 · last filed 990 for 2025
- THE JEWISH COMMUNITY FOUNDATION OF THE WEST EIN 68-0445835 · last filed 990 for 2024
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- CENTRAL VALLEY JOURNALISM COLLABORATIVE EIN 87-2960735 · last filed 990 for 2025
All nonprofits in SACRAMENTO · California · Philanthropy, voluntarism and grantmaking foundations