Nonprofit · EIN 94-2822302
CALIFORNIA PHYSICIANS SERVICE FOUNDATION
Also known as DBA BLUE SHIELD OF CA FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $22,929,031 | $25,848,380 | -$2,919,349 | $82,454,316 | $1,169,809 | $81,284,507 |
| December 31, 2024 | 990-PF | $24,210,857 | $22,784,502 | $1,426,355 | $80,742,263 | $1,349,129 | $79,393,134 |
| December 31, 2023 | 990-PF | $21,941,060 | $23,668,198 | -$1,727,138 | $77,351,171 | $1,234,542 | $76,116,629 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $20,000,000
- Dividends
- $2,375,111
- Net gain from sales of assets
- $537,541
- Other income
- $16,379
Expenses
- Grants and similar amounts paid
- $19,585,373
- Compensation of officers, directors and key employees
- $75,500
- Disbursements for charitable purposes
- $25,681,680
- Excise tax on investment income
- $307,495
Balance sheet and other
- Total assets, start of year
- $80,742,263
- Total assets, end of year
- $82,454,316
- Total liabilities, end of year
- $1,169,809
- Net assets, end of year
- $81,284,507
- Fair market value of assets
- $82,454,316
- Qualifying distributions
- $25,681,680
- Net investment income
- $22,131,702
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND J BAXTER C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | BOARD CHAIR | 1 | $13,500 |
| HELEN DUPLESSIS MD MPH C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | CHAIR, GOVERNANCE COMMITTEE | 1 | $12,500 |
| SHARON KIMBERLY BELSHE C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | TRUSTEE | 1 | $11,500 |
| MARICELA RIOS C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | CHAIR, HR COMMITTEE | 1 | $10,500 |
| KATHERINE FLORES MD C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | TRUSTEE | 1 | $9,500 |
| ADRIANE LAMAR SNIDER C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | CHAIR, AUDIT COMMITTEE | 1 | $9,000 |
| LUIS GRANADOS C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | TRUSTEE | 1 | $9,000 |
| DEBORAH I CHANG C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | PRESIDENT AND CEO | 40 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND J BAXTER C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | TRUSTEE | 1 | $13,500 |
| HELEN DUPLESSIS MD MPH C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | CHAIR, GOVERNANCE COMMITTEE | 1 | $12,500 |
| KATHERINE FLORES MD C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | CHAIR, HR COMMITTEE | 1 | $10,500 |
| MARICELA RIOS C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | TRUSTEE | 1 | $10,500 |
| SHARON KIMBERLY BELSHE C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | BOARD CHAIR | 1 | $10,000 |
| ADRIANE LAMAR SNIDER C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | CHAIR, AUDIT COMMITTEE | 1 | $9,000 |
| LUIS GRANADOS C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | TRUSTEE | 1 | $9,000 |
| DEBORAH I CHANG C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | PRESIDENT AND CEO | 40 | $0 |
| LISA DAVIS C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | TRUSTEE | 1 | $0 |
| SANDY CLARKE C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON KIMBERLY BELSHE C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | BOARD CHAIR | 1 | $13,500 |
| RAYMOND J BAXTER C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | TRUSTEE | 1 | $12,500 |
| HELEN DUPLESSIS MD MPH C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | CHAIR, GOVERNANCE COMMITTEE | 1 | $10,000 |
| MARICELA RIOS C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | TRUSTEE | 1 | $9,500 |
| ADRIANE LAMAR SNIDER C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | CHAIR, AUDIT COMMITTEE | 1 | $9,000 |
| KATHERINE FLORES MD C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | CHAIR, HR COMMITTEE | 1 | $9,000 |
| LUIS GRANADOS C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | TRUSTEE | 1 | $6,500 |
| DEBORAH I CHANG C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | PRESIDENT AND CEO | 40 | $0 |
| LISA DAVIS C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | TRUSTEE | 1 | $0 |
| SANDY CLARKE C/O BLUE SHIELD OF CA FOUNDATION, 315 MONTGOMERY STREET SUITE 1200, SAN FRANCISCO, CA 94104 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 315 MONTGOMERY ST STE 1200, SAN FRANCISCO, CA 94104-1864
- In care of
- % NORTHERN TRUST CO
- Signed the 990-PF
- DEBORAH CHANG, CEO
- Phone
- (415) 229-6080
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2822302 or by the name CALIFORNIA PHYSICIANS SERVICE FOUNDATION.
- 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)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-2822302
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $82,454,316
- Income (IRS master file)
- $65,171,615
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $22,929,031 | $25,848,380 | $82,454,316 | XML |
| 990-PF | December 2024 | $24,210,857 | $22,784,502 | $80,742,263 | XML |
| 990-PF | December 2023 | $21,941,060 | $23,668,198 | $77,351,171 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 94-2822302).
Questions about CALIFORNIA PHYSICIANS SERVICE FOUNDATION
- What is the EIN of CALIFORNIA PHYSICIANS SERVICE FOUNDATION?
- The employer identification number (EIN) of CALIFORNIA PHYSICIANS SERVICE FOUNDATION is 94-2822302.
- Is CALIFORNIA PHYSICIANS SERVICE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to CALIFORNIA PHYSICIANS SERVICE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CALIFORNIA PHYSICIANS SERVICE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CALIFORNIA PHYSICIANS SERVICE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA PHYSICIANS SERVICE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CALIFORNIA PHYSICIANS SERVICE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 7 received compensation from the organization, the highest $13,500 (RAYMOND J BAXTER, BOARD CHAIR).
- How much revenue does CALIFORNIA PHYSICIANS SERVICE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $22,929,031, expenses of $25,848,380 and total assets of $82,454,316 at year end.
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