Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 03-01-2013 , 2013, and ending 02-28-2014
BCheck if applicable:
CName of organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1438 WEBSTER ST NO 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OAKLAND, CA94612
D Employer identification number

95-4523231
E Telephone number

G Gross receipts $ 271,257,772
F Name and address of principal officer:
CRAIG ZIEGLER
1438 WEBSTER ST NO 400
OAKLAND,CA94612
I
Tax-exempt status: ( 4 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CHCF.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1995
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO SUPPORT IDEAS & INNOVATIONS TO IMPROVE HEALTH CARE FOR ALL CALIFORNIANS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 11
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 58
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,230,561
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 1,996,446
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 210,000
9 Program service revenue (Part VIII, line 2g) ......... 385,218 583,121
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 64,653,845 52,764,371
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,193,997 1,200,370
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 66,233,060 54,757,862
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 31,775,896 28,284,847
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 10,108,363 10,262,888
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 10,559,205 9,732,109
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 52,443,464 48,279,844
19 Revenue less expenses. Subtract line 18 from line 12....... 13,789,596 6,478,018
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 716,354,350 747,264,870
21 Total liabilities (Part X, line 26)............. 20,265,649 19,527,335
22 Net assets or fund balances. Subtract line 21 from line 20..... 696,088,701 727,737,535
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: CHCF WORKS AS A CATALYST TO FULFILL THE PROMISE OF BETTER HEALTH CARE FOR ALL CALIFORNIANS. WE SUPPORT IDEAS AND INNOVATIONS THAT IMPROVE QUALITY, INCREASE EFFICIENCY, AND LOWER THE COSTS OF CARE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 9,936,622 including grants of $ 8,877,076 ) (Revenue $   )
THE BETTER CHRONIC DISEASE CARE PROGRAM PROVIDES FUNDING FOR WORK WHICH FOCUSES ON IMPROVING CLINICAL HEALTH OUTCOMES AND QUALITY OF LIFE FOR CALIFORNIANS WITH CHRONIC CONDITIONS, BOTH BY PROMOTING INNOVATIONS AND IMPROVEMENTS IN CARE MODELS AND CARE DELIVERY, AND BY PROMOTING CARE TOWARD END OF LIFE THAT IS CONSISTENT WITH PATIENTS' WISHES. PROJECTS INCLUDE IMPLEMENTING THE LEAN QUALITY IMPROVEMENT METHODOLOGY IN PUBLIC HOSPITALS; DEVELOPING DATA STANDARDS TO FACILITATE THE SHARING OF HEALTH INFORMATION BETWEEN CLINICAL LABORATORIES AND PROVIDERS; AND CATALYZING THE STATE-WIDE ADOPTION OF POLST - A PHYSICIAN ORDER, DIRECTED BY THE PATIENT OR HEALTH CARE PROXY, THAT PROVIDES CLEAR DIRECTIONS FOR END-OF-LIFE CARE WISHES.
4b (Code:   ) (Expenses $ 7,205,829 including grants of $ 6,200,006 ) (Revenue $   )
THE MARKET AND POLICY MONITOR PROGRAM PROVIDES FUNDING FOR WORK WHICH FOCUSES ON PROMOTING GREATER TRANSPARENCY AND ACCOUNTABILITY IN CALIFORNIA'S HEALTH CARE SYSTEM BY: PROVIDING INFORMATION AND ANALYSIS FOR DECISION-MAKERS AND THE PUBLIC; ADVANCING REPORTING ON HEALTH CARE PROVIDER AND INSURER PERFORMANCE; AND WORKING TO ENSURE MORE HEALTH CARE DATA IS PUBLICLY ACCESSIBLE, ANALYZED AND COMMUNICATED. PROJECTS INCLUDE THE CALIFORNIA JOINT REPLACEMENT REGISTRY, WHICH COLLECTS AND SHARES OUTCOME INFORMATION ABOUT HIP AND KNEE REPLACEMENT SURGERIES PERFORMED IN CALIFORNIA; DEVELOPMENT OF THE CALIFORNIA DEPARTMENT OF PUBLIC HEALTH (CDPH) OPEN DATA PORTAL WHICH PUBLICLY REPORTS HEALTH DATA INCLUDING BIRTH PROFILES, POVERTY RATES, EMERGENCY ROOM ASTHMA HOSPITALIZATIONS, AND LOCATIONS OF HEALTH CARE FACILITIES IN CALIFORNIA; AND CREATING A PUBLICLY-AVAILABLE ONLINE CLEARINGHOUSE FOR DATA AND ANALYSIS EXAMINING THE STATE'S HEALTH CARE SYSTEM.
4c (Code:   ) (Expenses $ 5,431,604 including grants of $ 4,607,535 ) (Revenue $   )
THE HEALTH REFORM AND PUBLIC PROGRAMS INITIATIVE PROVIDES FUNDING FOR WORK TO SUPPORT THE IMPLEMENTATION OF HEALTH REFORM, AND TO ADVANCE THE EFFECTIVENESS OF CALIFORNIA'S PUBLIC HEALTH COVERAGE PROGRAMS BY: PROVIDING STATE OFFICIALS, POLICYMAKERS AND OTHER STAKEHOLDERS WITH INFORMATION AND ASSISTANCE TO MAXIMIZE THE NUMBER OF CALIFORNIANS WHO ARE ABLE TO OBTAIN AFFORDABLE, APPROPRIATE HEALTH INSURANCE; AND HELPING THE MEDI-CAL PROGRAM IMPROVE ACCESS TO AND QUALITY OF PRIMARY AND SPECIALTY CARE, AND SLOW THE GROWTH OF HEALTH CARE COSTS. PROJECTS INCLUDE DEVELOPMENT OF THE ACA 411 DATA TOOL WHICH TRACKS HEALTH CARE REFORM'S EFFECTS IN THREE AREAS - HEALTH INSURANCE COVERAGE, ACCESS TO HEALTH CARE SERVICES, AND AFFORDABILITY; COLLECTING DATA FROM CONSUMERS ON THEIR EXPERIENCES IN ACCESSING HEALTH INSURANCE UNDER THE ACA; AND CREATING A MEDI-CAL MANAGED CARE DASHBOARD AND EVALUATING THE PERFORMANCE OF LOCALLY-SPONSORED AND COMMERCIAL MEDI-CAL PLANS.
(Code:   ) (Expenses $ 15,672,449 including grants of $ 8,600,229 ) (Revenue $ 583,121 )
A FOURTH PROGRAM AREA, INNOVATIONS FOR THE UNDERSERVED, PROVIDES BOTH GRANT FUNDS AND MAKES PROGRAM-RELATED INVESTMENTS WHICH FOCUS ON ENCOURAGING THE GROWTH OF LOW-COST, EFFICIENT HEALTH CARE PRODUCTS AND SERVICES THAT WILL RESULT IN MORE ACCESSIBLE AND HIGH-QUALITY HEALTH CARE FOR UNDERSERVED CALIFORNIANS. PROJECTS INCLUDE: A PILOT TEST OF THE PROJECT ECHO DISEASE MANAGEMENT MODEL FOCUSING ON CHRONIC PAIN; A SPECIALTY CARE SAFETY NET INITIATIVE THAT WILL LINK ALL FIVE UNIVERSITY OF CALIFORNIA MEDICAL CAMPUSES TO CLINICS AND HOSPITALS IN ORDER TO PROVIDE TELE-HEALTH SPECIALTY CONSULTATIONS TO UNDERSERVED PATIENTS; AND A PROGRAM-RELATED INVESTMENT IN A COMPANY THAT COMBINES SENSORS, MOBILE APPS, AND SERVICES TO HELP PATIENTS AND THEIR PHYSICIANS BETTER UNDERSTAND AND CONTROL CHRONIC RESPIRATORY DISEASE IN ORDER TO REDUCE PREVENTABLE EMERGENCY ROOM VISITS, HOSPITALIZATIONS, AND UNNECESSARY SUFFERING. IN ADDITION, THE FOUNDATION ALSO HAS 3 CROSS-PROGRAM SUPPORT FUNCTIONS: (1) PUBLISHING, INCLUDING PREPARING PUBLICATIONS AND MAINTAINING WEBSITES TO ASSIST CONSUMERS, LEGISLATORS, BUSINESSES AND OTHERS, (2) A STATE HEALTH POLICY OFFICE TO DEVELOP AND MAINTAIN RELATIONSHIPS WITH CALIFORNIA STATE POLICY MAKERS TO WHOM IT FEELS IT CAN BE A RESOURCE, AND (3) GRANTS ADMINISTRATION.
4d Other program services (Describe in Schedule O.)
(Expenses $ 15,672,449 including grants of $ 8,600,229 ) (Revenue $ 583,121 )
4e Total program service expensesMediumBullet38,246,504
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A........................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
..................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
158
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
58
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
11
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletCRAIG ZIEGLER1438 WEBSTER ST STE 400OAKLANDCA94612 (510) 238-1040
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MICHELINE CHAU........................................................................
BOARD MEMBER (CHAIR FROM MAY 2013)
8.00
.......................  
X           53,750 0 0
(2) GEOFFREY COWAN........................................................................
BOARD MEMBER (TERM ENDED MARCH 2013)
5.00
.......................  
X           15,500 0 0
(3) MICHAEL V DRAKE........................................................................
BOARD MEMBER
5.00
.......................  
X           36,750 0 0
(4) MARIA ECHAVESTE........................................................................
BOARD MEMBER
5.00
.......................  
X           53,750 0 0
(5) DANIEL GROSS........................................................................
BOARD MEMBER (TERM STARTED MAY 2013)
5.00
.......................  
X           19,250 0 0
(6) ELIZABETH HILL........................................................................
BOARD MEMBER
5.00
.......................  
X           39,750 0 0
(7) PAMELA JOYNER........................................................................
BOARD MEMBER
5.00
.......................  
X           34,750 0 0
(8) BARBARA LUBASH........................................................................
BOARD MEMBER
5.00
.......................  
X           54,750 0 0
(9) IAN MORRISON........................................................................
BOARD MEMBER (CHAIR UNTIL MAY 2013)
5.00
.......................  
X           53,750 0 0
(10) WALTER W NOCE........................................................................
BOARD MEMBER
5.00
.......................  
X           57,750 0 0
(11) JOHN D WELTY........................................................................
BOARD MEMBER
5.00
.......................  
X           44,750 0 0
(12) DR MARK SMITH........................................................................
PRESIDENT & CEO (ENDED 12/31/2013)
45.00
.......................  
X   X       1,352,865 0 62,001
(13) DR SANDRA HERNANDEZ........................................................................
PRESIDENT & CEO (FROM 1/1/2014)
45.00
.......................  
X   X       22,245 0 2,095
(14) CRAIG ZIEGLER........................................................................
VP FINANCE, ADMIN &INVESTS/TREASURER
45.00
.......................  
    X       356,982 0 160,146
(15) KIM GALVIN........................................................................
DIRECTOR, HR & OPERATIONS/SECRETARY
45.00
.......................  
    X       182,847 0 57,693
(16) SAM KARP........................................................................
VP OF PROGRAMS
45.00
.......................  
      X     511,968 0 56,682
(17) GERALD COIL........................................................................
SENIOR FELLOW
45.00
.......................  
        X   209,168 0 50,855
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MARGARET LAWS........................................................................
PRGM DIRECTOR, INNOV FOR UNERSERVED
45.00
.......................  
        X   225,706 0 50,817
(19) MARIBETH SHANNON........................................................................
PRGM DIRECTOR, MKT & POL MONITOR
45.00
.......................  
        X   228,038 0 78,013
(20) SPENCER SHERMAN........................................................................
DIRECTOR, PUBLISHING & COMMUNICATIONS
45.00
.......................  
        X   212,277 0 67,505
(21) SANDRA SHEWRY........................................................................
DIRECTOR, STATE HEALTH POLICY
45.00
.......................  
        X   235,990 0 48,564


















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 4,002,586 0 634,371
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet29
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
MAKENA CAPITAL MANAGEMENT2755 SAND HILL RD SUITE 200MENLO PARKCA94025 INVESTMENT MANAGEMENT 1,621,885
PARSE313 FIRST STREETWARWICKNY10990 WEBSITE DEVEL & MAINT 626,244
WHIPPOORWILL ASSOCIATES11 MARTINE AVENUEWHITE PLAINSNY10606 INVESTMENT MANAGEMENT 467,188
MARATHON LONDONORION HOUSE 5 UPPER ST MARTINS LLONDONUKWC2H 9EA INVESTMENT MANAGEMENT 364,638
ANGELENO GROUP LLC2029 CENTURY PARK EAST SUITE 2980LOS ANGELESCA90067 INVESTMENT MANAGEMENT 250,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet13
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
210,000
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 210,000
 Program Service RevenueAmt Business Code
2a PRI INTEREST INCOME 900099 583,121 583,121    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 583,121
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 1,873,684   -916,122 2,789,806
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet 5,000     5,000
(i) Real (ii) Personal
6a Gross rents 2,095,974  
b Less: rental expenses 900,604  
c Rental income or (loss) 1,195,370  
d Net rental income or (loss).......MediumBullet 1,195,370     1,195,370
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 266,489,993  
b Less: cost or other basis and sales expenses 215,599,306  
c Gain or (loss) 50,890,687  
d Net gain or (loss)..........MediumBullet 50,890,687   3,146,683 47,744,004
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 54,757,862 583,121 2,230,561 51,734,180
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 26,460,801 26,460,801
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 1,824,046 1,824,046
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 2,523,600 454,009 2,069,591  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 5,607,166 4,607,244 999,922  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 798,574 650,036 148,538  
9 Other employee benefits ....... 886,940 589,148 297,792  
10 Payroll taxes ........... 446,608 321,491 125,117  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 131,657 11,159 120,498  
c Accounting ........... 132,736 69,023 63,713  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 4,886,860   4,886,860  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 744,226 303,846 440,380  
12 Advertising and promotion ....        
13 Office expenses ....... 188,225 140,323 47,902  
14 Information technology ...... 108,233 75,303 32,930  
15 Royalties ..        
16 Occupancy ........... 111,790 77,750 34,040  
17 Travel ............ 227,105 165,399 61,706  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 175,011   175,011  
23 Insurance .............. 137,565 95,788 41,777  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DIRECT CHARITABLE (PRC) 1,181,209 1,181,209    
b PRI INTEREST DISCOUNT 1,061,891 1,061,891    
c UNRELATED BUS INC TAX 416,844   416,844  
d MATCHING GIFTS 78,351 78,351    
e All other expenses 150,406 79,687 70,719  
25 Total functional expenses. Add lines 1 through 24e 48,279,844 38,246,504 10,033,340 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 14,030,926 1 3,029,688
2 Savings and temporary cash investments ......... 228,803 2 505,929
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 2,104,685 4 15,189,208
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 352,715 9 329,622
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 25,977,596
b Less: accumulated depreciation ..... 10b 1,921,014 24,080,298 10c 24,056,582
11 Investments—publicly traded securities .......... 272,784 11  
12 Investments—other securities. See Part IV, line 11 ..... 672,160,665 12 699,339,193
13 Investments—program-related. See Part IV, line 11 ..... 3,118,070 13 4,811,773
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 5,404 15 2,875
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 716,354,350 16 747,264,870
Liabilities 17 Accounts payable and accrued expenses ......... 1,952,229 17 1,218,903
18 Grants payable ................. 18,313,420 18 18,308,432
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 20,265,649 26 19,527,335
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 696,088,701 27 727,737,535
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 696,088,701 33 727,737,535
34 Total liabilities and net assets/fund balances ........ 716,354,350 34 747,264,870
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
54,757,862
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
48,279,844
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
6,478,018
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
696,088,701
5
Net unrealized gains (losses) on investments ...............
5
25,170,816
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
727,737,535
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 4,280,000   4,280,000
b Buildings ................ 18,906,875     18,906,875
c Leasehold improvements ............ 673,326 23,433 13,000 683,759
d Equipment ................   253,508 251,805 1,703
e Other .................   1,840,454 1,656,209 184,245
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 24,056,582
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) PRIVATE EQUITY AND VENTURE CAPITAL
105,577,489 F

(B) MULTI-ASSET CLASS COMMINGLED FUNDS
552,602,812 F

(C) FIXED INCOME FUNDS
41,158,892 F






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 699,339,193
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 74,195,209
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 25,170,816
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 25,170,816
3 Subtract line 2e from line 1..................... 3 49,024,393
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 5,733,469
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 5,733,469
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 54,757,862
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 42,546,375
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 42,546,375
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 5,733,469
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 5,733,469
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 48,279,844
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: WHILE THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES, IT IS SUBJECT TO TAX ON INCOME WHICH IS DEEMED TO BE UNRELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION GENERATES SUCH UNRELATED BUSINESS INCOME THROUGH SOME OF ITS INVESTMENT ACTIVITY. THE FOUNDATION REMAINS SUBJECT TO EXAMINATION BY U.S. FEDERAL AUTHORITIES FOR THE FISCAL YEARS 2010-11 THROUGH 2013-14 AND FOR CALIFORNIA STATE AUTHORITIES FOR THE YEARS 2009-10 THROUGH 2013-14. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS   114,346,119
EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 INVESTMENTS   6,898,187
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 121,244,306
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 121,244,306
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


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Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number
95-4523231
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) ACADEMYHEALTH
1150 17TH STREET NW SUITE 600
WASHINGTON,DC20036
52-1260918 501(C)(3) 172,000       CONFERENCE SUPPORT FOR 2014 ANNUAL MEETINGS, SUPPORT FOR HEALTH DATA CONSORTIUM DEVELOPMENTAL ACTIVITIES AND 2014 HEALTH DATAPALOOZA, 2014 MEMBERSHIPS
(2) ACCESS YOUTH ACADEMY
9370 WAPLES STREET SUITE 101
SAN DIEGO,CA92121
20-5119659 501(C)(3) 50,000       CONTINUED SUPPORT OF THE WELLNESS AND FITNESS PROGRAM FOR MIDDLE AND HIGH SCHOOL STUDENTS OF LOW INCOME FAMILIES IN THE SAN DIEGO AREA.
(3) THE ADVISORY BOARD COMPANY
2445 M STREET NW
WASHINGTON,DC20037
52-1468699   2,520,550       2014-16 CALIFORNIA HEALTHLINE AND IHEALTHBEAT RENEWAL, AND HCIC MEMBERSHIP RENEWAL
(4) ALAMEDA COUNTY MEDICAL CENTER
1411 E 31ST STREET
OAKLAND,CA94602
94-6000501 ALA CNTY MEDICAL CTR 100,000       LEAN IMPLEMENTATION IN PUBLIC HOSPITALS
(5) THE ALBERT SCHWEITZER FELLOWSHIP INC
C/O THE BAY AREA SCHWEITZER FELLOWS
PROGRAM 330 BROOKLINE AVENUE
BOSTON,MA02215
13-1982786 501(C)(3) 20,000       2014-15 BAY AREA SCHWEITZER FELLOWS PROGRAM
(6) AMERICAN CANCER SOCIETY INC NATIONAL HOME OFFICE
101 YGNACIO VALLEY RD STE 110
WALNUT CREEK,CA94596
13-1788491 501(C)(3) 6,500       2013 & 2014 JEWEL BALLS
(7) AMERICAN HEART ASSOCIATION INC
100 MONTGOMERY STREET SUITE 1650
SAN FRANCISCO,CA94104
13-5613797 501(C)(3) 75,000       SUPPORT PROGRAMS IN PREVENTION OF HEART DISEASE, SPONSOR THE TEACHING GARDEN FOCUSED ON CHILDHOOD OBESITY IN A LOW INCOME AREA OF SAN DIEGO COUNTY.
(8) AMERICAN INSTITUTES FOR RESEARCH
1000 THOMAS JEFFERSON STREET NW
WASHINGTON,DC20007
25-0965219 501(C)(3) 643,744       EARLY CARE EXPERIENCES UNDER THE ACA, MEDICAL CARE RESEARCH & REVIEW ARTICLE FOR SPECIAL ISSUE ON PUBLIC REPORTING, VALIDATION OF THE CANCER CAHPS SURVEY IN CALIFORNIA COMMUNITY ONCOLOGY PRACTICES
(9) AMERICAN MEDICAL INFORMATICS ASSOCIATION
4720 MONTGOMERY LANE SUITE 500
BETHESDA,MD20814
52-1618585 501(C)(3) 20,000       2014 IDEAS THAT WORK COMPETITION
(10) AMERICAN PUBLIC HEALTH ASSOCIATION INC
800 I STREET NW
WASHINGTON,DC20001
13-1628688 501(C)(3) 10,000       SUPPORT FOR CODE-A-THON AT AMERICAN PUBLIC HEALTH ASSOCIATION MEETING - 2013
(11) THE AMERICAN SOCIETY OF CLINICAL ONCOLOGY
2318 MILL ROAD SUITE 800
ALEXANDRIA,VA22314
13-6180380 501(C)(3) 76,000       INTEGRATING PALLIATIVE CARE IN ONCOLOGY PRACTICE
(12) AMERICAN SOCIETY OF HEALTH ECONOMISTS
725 15TH STREET NW SUITE 600
WASHINGTON,DC200052109
26-4526340 501(C)(3) 10,000       GENERAL SUPPORT FOR BIENNIAL CONFERENCE OF AMERICAN SOCIETY OF HEALTH ECONOMISTS
(13) AMERICAN ACADEMY OF HOSPICE AND PALLIATIVE MEDICINE INC
8735 W HIGGINS ROAD SUITE 300
CHICAGO,IL60631
59-2918399 501(C)(3) 53,623       CONFERENCE SUPPORT: AAHPM ANNUAL ASSEMBLY, 2014 AAHPM CONFERENCE REGISTRATION FOR PUBLIC HOSPITAL GRANTEES
(14) AMERICA'S PROMISE FOR THE ALLIANCE FOR YOUTH
1110 VERMONT AVE NW SUITE 900
WASHINGTON,DC20005
54-1848713 501(C)(3) 60,000       LESSONS FROM CHIP IMPLEMENTATION
(15) ASIAN HEALTH SERVICES
818 WEBSTER STREET
OAKLAND,CA946074220
94-2235908 501(C)(3) 15,000       ENCORE FELLOWSHIPS IN CALIFORNIA COMMUNITY HEALTH CENTERS, 2013 ANNUAL BENEFIT GALA
(16) ASIAN PACIFIC FUND
465 CALIFORNIA STREET SUITE 809
SAN FRANCISCO,CA94104
94-3201522 501(C)(3) 15,000       IMPROVE ACCESS TO HEALTHCARE OF ASIAN AMERICANS IN THE BAY AREA
(17) THE ASPEN INSTITUTE INC
1 DUPONT CIRCLE NW SUITE 700
WASHINGTON,DC20036
84-0399006 501(C)(3) 10,000       CARE INNOVATION SUMMIT 2014
(18) AUSTIN CONSULTING
195 EUREKA 4
SAN FRANCISCO,CA94114
46-3335419   13,000       EVALUATION STATEMENT OF WORK FOR ONLINE CCBT PAIN MANAGEMENT PROJECT
(19) AVENIDAS
450 BRYANT
PALO ALTO,CA94301
94-1480548 501(C)(3) 25,000       SUBSIDIZE ENROLLMENT OF LOW INCOME SENIORS AT THE SENIOR DAY HEALTH CENTER.
(20) BAY KIDS
1007 GENERAL KENNEDY AVENUE MAILBOX
10
SAN FRANCISCO,CA94129
94-3258815 501(C)(3) 15,000       SUPPORT HEALTH CARE PROGRAMS FOR CHILDREN IN THE BAY AREA
(21) BLUEPATH HEALTH INC
929 SIR FRANCIS DRAKE BLVD STE 101C
101C
KENTFIELD,CA949041548
46-3484135   100,000       CA POLST REGISTRY FEASIBILITY ASSESSMENT
(22) BOYS AND GIRLS CLUB OF THE PENINSULA
401 PIERCE ROAD
MENLO PARK,CA94025
94-1552134 501(C)(3) 10,000       SUPPORT HEALTH CARE PROGRAMS PROVIDED FOR YOUTH AND FAMILIES OF THE COMMUNITY
(23) BRANDEIS UNIVERSITY - SCHNEIDER INSTITUTE FOR HEALTH POLICY
THE HELLER SCHOOL MS-035 415 SOUTH
ST
WALTHAM,MA02453
04-2103552 501(C)(3) 10,000       2014 PRINCETON CONFERENCE
(24) BREATHE CALIFORNIA OF LOS ANGELES COUNTY
5858 WILSHIRE BLVD SUITE 300
LOS ANGELES,CA90036
95-1641451 501(C)(3) 10,000       CONFERENCE SUPPORT TO BREATHELA COPD CONFERENCE
(25) B & R KLUTZ CONSULTING LLC
9 SAND RIVER COURT
SACRAMENTO,CA95831
46-1607656   68,900       QUALITY OF CARE IN OUTPATIENT SURGERY SETTINGS, CALIFORNIA'S FRAMEWORK FOR REGULATING HEALTH CARE DELIVERY
(26) BUCKNELL UNIVERSITY
SOUTH WARD BUILDING
LEWISBURG,PA17837
24-0772407 501(C)(3) 30,000       SUPPORT FOR UNDERGRADUATE RESEARCH IN HEALTHCARE
(27) CACS GOVERNMENTAL RESEARCH
5050 EL CAMINO REAL STE 210
LOS ALTOS,CA94022
27-3128463 501(C)(3) 25,000       FREEING CHCFS OWN DATA: PILOT PROJECT TO CREATE APIS FOR KEY CHCF DATASETS
(28) CALIFORNIA ASSOCIATION OF PHYSICIAN GROUPS
915 WILSHIRE BLVD SUITE 1620
LOS ANGELES,CA900713322
47-0878940 501(C)(6) 10,000       ANNUAL HEALTHCARE CONFERENCE, 2014
(29) CALIFORNIA HEALTH ADVOCATES
5380 ELVAS AVENUE SUITE 104
SACRAMENTO,CA95819
94-3275527 501(C)(3) 144,000       CONTINUING SUPPORT FOR MEDICARE CONSUMER INTERMEDIARIES
(30) CALIFORNIA PRIMARY CARE ASSOCIATION
1231 I STREET SUITE 400
SACRAMENTO,CA95814
94-3215565 501(C)(3) 25,000       2013 ANNUAL CONFERENCE, CMMI GRANT APPLICATION SUPPORT
(31) CALIFORNIA CULTURE CHANGE COALITION
10011 FOLSOM BLVD 300
SACRAMENTO,CA95827
56-2643251 501(C)(3) 24,999       IMPROVING DEMENTIA CARE IN CALIFORNIA NURSING HOMES
(32) CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES
1501 CAPITOL AVENUE PO BOX 997415
MS 1101
SACRAMENTO,CA958897415
68-0317191 CA DPT HCARE SVCS 550,090       CALIFORNIA PHYSICIANS' USE OF HEALTH INFORMATION TECHNOLOGY, CHILDREN'S SPECIALTY MENTAL HEALTH PERFORMANCE AND OUTCOMES SYSTEM, SPONSORSHIP OF DHCS ACADEMY
(33) CALIFORNIA HEALTHCARE PERFORMANCE INFORMATION SYSTEM
575 MARKET STREET SUITE 600
SAN FRANCISCO,CA94105
46-0841392 501(C)(3) 46,000       PHYSICIAN SURVEY PILOT PROJECT
(34) THE CALIFORNIA HEALTH CARE SAFETY NET INSTITUTE
70 WASHINGTON STREET SUITE 215
OAKLAND,CA94607
94-2970752 501(C)(3) 22,050       BECOMING A LEAN HEALTH CARE ENTERPRISE, 2013 SNI/CAPH ANNUAL MEETING
(35) CALIFORNIA INSTITUTE FOR MENTAL HEALTH
2125 19TH STREET SECOND FLOOR
SACRAMENTO,CA95818
68-0314970 501(C)(3) 149,611       EVALUATING COMPUTERIZED COGNITIVE BEHAVIORAL THERAPY IN CA'S PRIMARY AND BEHAVIORAL HEALTH SAFETY NET
(36) CALIFORNIA MEDICAL ASSOCIATION FOUNDATION
3835 NORTH FREEWAY BOULEVARD SUITE
100
SACRAMENTO,CA95834
94-6062822 501(C)(3) 25,000       2013 NETWORK OF ETHNIC PHYSICIAN ORGANIZATIONS LEADERSHIP SUMMIT, 16TH ANNUAL CALIFORNIA HEALTH CARE LEADERSHIP ACADEMY
(37) CALIFORNIA PAN-ETHNIC HEALTH NETWORK
1221 PRESERVATION PARK WAY STE 200
OAKLAND,CA94612
94-3306223 501(C)(3) 10,000       2014 BIENNIAL EVENTS
(38) CALIFORNIA PHARMACISTS ASSOCIATION
4030 LENNANE DRIVE
SACRAMENTO,CA95834
95-0597003 501(C)(6) 66,865       ADOPTION OF HEALTH IT BY CALIFORNIA INDEPENDENT PHARMACIES
(39) CALIFORNIA RURAL LEGAL ASSISTANCE INC
631 HOWARD STREET SUITE 300
SAN FRANCISCO,CA94105
95-2428657 501(C)(3) 30,000       FOR THE HEALTH AND WELL-BEING AND ACCESS TO HEALTH CARE FOR CALIFORNIA FARM WORKERS AND TO PROTECT THEM FROM PESTICIDES.
(40) CALIFORNIA STATE UNIVERSITY SACRAMENTO
CENTER FOR HEALTH AND HUMAN
SERVICES 5015 SOLANO HALL
SACRAMENTO,CA95819
68-0365325 CSU SACRAMENTO 8,988       SPONSORSHIP OF 2013 CALIFORNIA HIE STAKEHOLDER SUMMIT, CONFERENCE SUPPORT FOR CDPH/LETS GET HEALTHY TASKFORCE CONFERENCE: ADVANCING PREVENTION IN THE 21ST CENTURY
(41) CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION
333 S TWIN OAKS VALLEY ROAD
SAN MARCOS,CA92096
80-0390564 501(C)(3) 31,330       PCAC ONLINE DOCUMENTATION COURSE
(42) CALIFORNIA TELEHEALTH NETWORK
2001 P STREET SUITE 100
SACRAMENTO,CA95811
27-3045436 501(C)(3) 225,000       CALIFORNIA TELEHEALTH NETWORK: TRANSITION TO SUSTAINABLE BUSINESS OPERATIONS
(43) CAMDEN COALITION OF HEALTHCARE PROVIDERS
800 COOPER STREET 7TH FLOOR
CAMDEN,NJ08102
32-0332843 501(C)(3) 10,000       CONFERENCE SUPPORT - SUPER UTILIZERS POST-CONFERENCE
(44) CAMPANILE FOUNDATION
5500 CAMPANILE DRIVE
SAN DIEGO,CA921828030
33-0868418 501(C)(3) 25,000       FUND UNDERGRADUATE AND GRADUATE STUDENTS FROM THE COLLEGE OF HEALTH AND HUMAN SERVICES TO PARTICIPATE IN THE STUDY ABROAD PROGRAM TO INCREASE CULTURAL SENSITIVITIES AND PROMOTE KNOWLEDGE OF ALTERNATIVE HEALTH CARE.
(45) CATTANEO & STROUD INC
1601 OLD BAYSHORE HIGHWAY SUITE 107
107
BURLINGAME,CA94010
94-2956629   194,120       ALMANAC REPORT ON PHYSICIAN FACTS AND FIGURES, CALIFORNIA MEDICAL GROUP SURVEY AND DATABASE
(46) CENTER FOR COMMUNITY CHANGE
617 S OLIVE STREET SUITE 406
LOS ANGELES,CA90014
52-0888113 501(C)(3) 25,000       SUPPORT FOR YOUNG INVINCIBLES HEALTHY YOUNG CALIFORNIA CAMPAIGN
(47) CENTER FOR EFFECTIVE PHILANTHROPY INC
675 MASSACHUSETTS AVE 7TH FLOOR
CAMBRIDGE,MA02139
04-3523528 501(C)(3) 15,000       GENERAL SUPPORT
(48) CENTER FOR ELDERS INDEPENDENCE
510 17TH STREET SUITE 200
OAKLAND,CA946121567
94-3123446 501(C)(3) 27,500       SUPPORT THE CELEBRATION OF 21 YEARS OF KEEPING SENIORS INDEPENDENT; 2014 BAY AREA SENIOR HEALTH POLICY FORUM
(49) CENTER FOR EXCELLENCE IN HEALTH CARE JOURNALISM
10 NEFF HALL MISSOURI SCHOOL OF
JOURNALISM
COLUMBIA,MO65211
41-1908032 501(C)(3) 46,000       JOURNALIST FELLOWSHIPS AND SUPPORT FOR HEALTH JOURNALISM CONFERENCE 2014
(50) CENTER FOR HEALTH POLICY DEVELOPMENT
NATIONAL ACADEMY FOR STATE HEALTH
POLICY 10 FREE STREET 2ND FLOOR
PORTLAND,ME04101
52-1576801 501(C)(3) 15,000       NASHP CONFERENCE CALIFORNIA SCHOLARSHIPS 2013
(51) CENTER FOR HEALTH IMPROVEMENT
1017 L STREET 766
SACRAMENTO,CA95814
91-1780127 501(C)(3) 39,689       DHCS SYMPOSIUM PLANNING GRANT, CALIFORNIA HEALTH POLICY FORUM 2011-2013, LEVERAGING EMS ASSETS AND COMMUNITY PARAMEDICINE
(52) CENTER FOR DEMOCRACY AND TECHNOLOGY
1634 I STREET NW SUITE 1100
WASHINGTON,DC20006
52-1905358 501(C)(3) 244,800       PRIVACY PRINCIPLES FOR THE AGE OF HEALTH BIG DATA
(53) THE CENTER FOR STUDYING HEALTH SYSTEM CHANGE
1100 1ST STREET NE 12TH FLOOR
WASHINGTON,DC200024221
22-3349120   6,125       UPDATED ANALYSIS OF THE EFFECT OF PRICE TRANSPARENCY ON MARKETS IN NEW HAMPSHIRE, PRESENTATION AT BRIEFING ON REGIONAL MARKET REPORTS
(54) THE CENTER TO PROMOTE HEALTHCARE ACCESS SOCIAL INTEREST SOLUTIONS
1333 BROADWAY SUITE 1020
OAKLAND,CA94612
59-3831966 501(C)(3) 149,000       SIS ORGANIZATIONAL TRANSITION SUPPORT
(55) CENTER FOR GROWING AND BECOMING INC
508 HIGHLAND ROAD
ITHACA,NY14850
16-1563408 501(C)(3) 10,000       SECOND WIND TOUR
(56) CENTRAL COAST ALLIANCE UNITED FOR A SUSTAINABLE ECONOMY (CAUSE)
2021 SPERRY AVENUE SUITE 18
VENTURA,CA93003
77-0578864 501(C)(3) 10,000       SUPPORT THE CAMPAIGN FOR HEALTH ACCESS AND EQUITY FOR WORKERS IN CALIFORNIA'S CENTRAL COAST REGION
(57) CHILDREN'S HOSPICE & PALLIATIVE CARE COALITION
65 NIELSON ST 108
WATSONVILLE,CA95076
02-0646450 501(C)(3) 131,278       PARTNERS FOR CHILDREN: STREAMLINING ENROLLMENT
(58) THE CHILDREN'S HOSPITAL OF CENTRAL CALIFORNIA FOUNDATION
9300 VALLEY CHILDRENS PLACE
MADERA,CA936368762
94-2797447 501(C)(3) 20,000       PEDIATRIC PALLIATIVE CARE PROGRAM
(59) CHILDREN'S DENTAL HEALTH PROJECT INC
2001 L STREET NW SUITE 400
WASHINGTON,DC20036
06-1561317 501(C)(3) 110,000       ALIGNING PEDIATRIC ORAL HEALTH CARE INCENTIVES TO MEET THE TRIPLE AIM
(60) CHILDREN'S INITIATIVE
4438 INGRAHAM STREET
SAN DIEGO,CA921094404
77-0587835 501(C)(3) 25,000       PROMULGATING HEALTH DATA ABOUT CHILDREN IN SAN DIEGO COUNTY
(61) CHINESE COMMUNITY HEALTH RESOURCE CENTER INC
835 JACKSON STREET
SAN FRANCISCO,CA94133
20-4251913 501(C)(3) 7,500       SUPPORTING EHEALTH DAY 2013
(62) CLINICA SIERRA VISTA
1430 TRUXTUN AVENUE SUITE 400
BAKERSFIELD,CA93301
95-2707101 501(C)(3) 20,000       MEDICAL/DENTAL MOBILE PROJECT
(63) COALITION FOR COMPASSIONATE CARE OF CALIFORNIA
1331 GARDEN HIGHWAY SUITE 100
SACRAMENTO,CA95833
27-0419836 501(C)(3) 259,389       PHYSICIAN'S ORDERS FOR LIFE SUSTAINING TREATMENT (POLST) II AND III, PLANNING GRANT: ADVANCE CARE PLANNING FRAMEWORK DEVELOPMENT, COALITION TO ENGAGE PUBLIC DISCUSSION OF ADVANCED CARE PLANNING, 2014 COMPASSIONATE CARE LEADERSHIP AWARDS
(64) CODE FOR AMERICA LABS INC
155 9TH STREET
SAN FRANCISCO,CA94103
27-1067272 501(C)(3) 159,701       CODE FOR AMERICA PEER NETWORK PLANNING GRANT, HEALTH VERTICAL: PILOT IMPLEMENTATION
(65) COMMUNITY HEALTH COUNCILS INC
3761 STOCKER SUITE 201
LOS ANGELES,CA90008
95-4487664 501(C)(3) 40,000       CALIFORNIA PARTNERSHIP OF HEALTHCARE ADVOCATES STATEWIDE CONFERENCE 2013, CALIFORNIA PRIMER ON ENROLLMENT AND CONSUMER ASSISTANCE PROGRAMS UPDATES
(66) COMMUNITY CATALYST INC
30 WINTER STREET 10TH FLOOR
BOSTON,MA02108
04-3355127 501(C)(3) 20,000       PRELIMINARY ANALYSIS OF GOODRX DATA ON RETAIL DRUG PRICES
(67) COMMUNITY PARTNERS
1000 NORTH ALAMEDA STREET SUITE 240
240
LOS ANGELES,CA90012
95-4302046 501(C)(3) 24,500       FEASIBILITY AND NEEDS ASSESSMENT: STATEWIDE HEALTH DATA NETWORK
(68) COMMUNITY SOLUTIONS GROUP LLC
2011 CRYSTAL DRIVE SUITE 800
ARLINGTON,VA22202
52-1290127 501(C)(3) 60,145       SPREADING THE GREENHOUSE MODEL IN CALIFORNIA
(69) CONQUER CANCER FOUNDATION OF THE AMERICAN SOCIETY OF CLINICAL ONCOLOGY
2318 MILL ROAD STE 800
ALEXANDRIA,VA22314
31-1667995 501(C)(3) 23,400       SUPPORT FOR 2013 ASCO QUALITY CARE SYMPOSIUM
(70) CONSUMERS UNION OF UNITED STATES
101 TRUMAN AVENUE
YONKERS,NY107031057
13-1776434 501(C)(3) 146,800       SUPPORT FOR CALIFORNIA SAFE PATIENT NETWORK, PHYSICIAN SURVEY PILOT PROJECT
(71) CONTRA COSTA COUNTY
333 C STREET
MARTINEZ,CA94553
94-6000509 CONTRA COSTA CNTY 100,000       LEAN IMPLEMENTATION IN PUBLIC HOSPITALS
(72) COUNCIL ON FOUNDATIONS
2121 CRYSTAL DRIVE SUITE 700
ARLINGTON,VA222023706
13-6068327 501(C)(3) 40,000       2014 MEMBERSHIP
(73) COUNTY OF SAN MATEO
SAN MATEO MEDICAL CENTER DIVISION
OF HOSPITALS AND CLINICS 222 W 39TH
SAN MATEO,CA94403
94-6000532 SAN MATEO CNTY 100,000       LEAN IMPLEMENTATION IN PUBLIC HOSPITALS
(74) CRISTOBAL CONSULTING LLC
781 SPRUCE STREET
BERKELEY,CA94707
46-3215070   21,000       CIN CURRICULUM ASSESSMENT
(75) CURATORS OF THE UNIVERSITY OF MISSOURI
319 JESSE HALL
COLUMBIA,MO652111230
43-6003859 501(C)(3) 184,208       DEVELOPING AN EHR USER INTERFACE STYLE GUIDE
(76) CYNOSURE SOLUTIONS
1688 ORVIETTO DR
ROSEVILLE,CA95661
20-2595242   88,917       DEVELOPING A QUALITY MEASUREMENT FOR EVALUATING COVERED CALIFORNIA PROVIDER NETWORKS
(77) DANA FARBER CANCER INSTITUTE INC
450 BROOKLINE AVENUE
BOSTON,MA02215
04-2263040 501(C)(3) 224,996       REPORT ON CANCER CARE SPENDING IN CALIFORNIA
(78) DEATHWISE INC
2269 CHESTNUT STREET 272
SAN FRANCISCO,CA94123
27-2585068 501(C)(3) 49,999       WISE CONVERSATIONS: CHANGING THE CONVERSATION ABOUT PLANNING FOR END OF LIFE CARE, NOW & WHEN
(79) DIGITARIA INTERACTIVE INC
350 TENTH AVE STE 1200
SAN DIEGO,CA92101
33-0919776   334,903       CALQUALITYCARE WEBSITE REDESIGN/REPLATFORM - PHASE II UX/DESIGN, CALQUALITYCARE WEBSITE REDESIGN/REPLATFORM BUILD PHASE III, CALQUALITYCARE.ORG: INTEGRATION OF CONSUMER REPORTS MEDICAL GROUP RATINGS DATA, POST-LAUNCH TRANSITION OF CALQAULITYCARE.ORG WEBSITE MAINTENANCE FROM DIGITARIA TO PARSE 3, CREATION OF A "WIDGET" FOR CQC CONNECTIVITY
(80) EAST BAY COMMUNITY LAW CENTER
2921 ADELINE STREET
BERKELEY,CA94703
94-3042565 501(C)(3) 30,000       SUPPORT THE EAST BAY MEDICAL LEGAL PARTNERSHIP
(81) EL CONCILIO OF SAN MATEO COUNTY
1419 BURLINGAME AVE STE N
BURLINGAME,CA94010
94-2772110 501(C)(3) 20,000       SUPPORT PROGRAMS IN HEALTH CARE, PARTICULARLY CHRONIC DISEASE CARE, A DIABETES CLINIC, AND HIV/AIDS.
(82) EMPOWER INTERACTIVE INC
915 AGUSTA DRIVE
MORAGA,CA94556
27-1083757   200,310       DEVELOPMENT AND PILOT OF AN ONLINE PAIN MANAGEMENT APPLICATION
(83) FACTUAL INC
1801 AVE OF THE STARS SUITE 1450
LOS ANGELES,CA90067
20-8683035   25,500       DATA GATHERING AND CURATION OF LONG-TERM CARE FACILITIES
(84) FENTON COMMUNICATIONS INC
1000 VERMONT AVENUE NW SUITE 200
WASHINGTON,DC20005
13-3099102   70,000       COMMUNICATIONS OUTREACH FOR CALQUALITYCARE.ORG RE-LAUNCH
(85) FOCUSED MEDICAL ANALYTICS
125 SULLYS TRAIL SUITE 8
PITTSFORD,NY14534
30-0335542   20,000       CONSULTANT TO CIN ACTION GROUP
(86) FORUM ONE COMMUNICATIONS CORP
15954 JACKSON CREEK PARKWAY SUITE
B374
MONUMENT,CO80132
94-3261569   103,624       DHCS WEB GOVERNANCE INITIATIVE, HEALTH DATA PORTAL, ASSESSING FEASIBILITY OF AND PROGRAM DESIGN FOR AN OPEN HEALTH DATA AWARD
(87) FOUNDATION CENTER
79 FIFTH AVE
NEW YORK,NY10003
13-1837418 501(C)(3) 27,500       2014 ANNUAL SUPPORT
(88) FREE RANGE GRAPHICS LLC
1327 14TH STREET SUITE 330
WASHINGTON,DC20005
52-2193344   24,475       MAN ON THE STREET INTERVIEWS AND VIDEO PRODUCTION
(89) FRESNO REGIONAL FOUNDATION
5250 NORTH PALM AVENUE SUITE 424
FRESNO,CA93704
77-0478025 501(C)(3) 50,000       SUPPORT FOR THE CREATION OF A STRUCTURE, TRAIN A BOARD, AND COMPLETE A BUSINESS PLAN TO ESTABLISH THE FRESNO RESTORATION CENTER WHICH WILL INTEGRATE PUBLIC HEALTH AND MENTAL HEALTH SERVICES IN FRESNO, CA FOR A LARGE UNDER-SERVED POPULATION
(90) THE GENERAL HOSPITAL CORPORATION
JOHN D STOECKLE CENTER FOR PRIMARY
CARE INNOV 50 STANIFORD STREET 9TH
BOSTON,MA02114
04-2697983 501(C)(3) 116,251       ISSUE BRIEF ON APPROACHES TO PATIENT ENGAGEMENT, STRATIFICATION AND ENGAGEMENT, MODEL DISSEMINATION AND EVALUATION OF ROI OF REMOTE PATIENT MONITORING, 2014 HEALTHCARE QUALITY AND EQUITY ACTION FORUM
(91) GEORGIA TECH APPLIED RESEARCH CORPORATION
250 14TH STREET NW
ATLANTA,GA30318
58-2374837 501(C)(3) 32,624       CALIFORNIA HEALTH REGULATION AND OVERSIGHT DATA ANALYSIS TOOL
(92) GIFTS TO SHARE INC
WAYUP SACRAMENTO 915 I STREET 5TH
FLOOR
SACRAMENTO,CA95814
94-2985546 501(C)(3) 75,000       WAYUP SACRAMENTO: OAK PARK HEALTHCARE SERVICES AND EMPLOYMENT PLANNING PROCESS
(93) GOTOMEDIA LLC
2169 FOLSOM STREET M302
SAN FRANCISCO,CA94110
20-4007351   106,636       COVERED CA CONSUMER USER EXPERIENCE ANALYSIS
(94) GRANTMAKERS IN AGING
2001 JEFFERSON DAVIS HIGHWAY SUITE
504
ARLINGTON,VA22202
13-4014982 501(C)(3) 27,000       2013 ANNUAL CONFERENCE, 2014 ANNUAL CONFERENCE, 2014 MEMBERSHIP
(95) GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1725 DESALES STREET NW SUITE 404
WASHINGTON,DC20036
01-0669150 501(C)(3) 7,920       2014 MEMBERSHIP
(96) GRANTMAKERS IN HEALTH
1100 CONNECTICUT AVENUE NW SUITE
1200
WASHINGTON,DC20036
13-3206571 501(C)(3) 55,000       2014 ANNUAL CONFERENCE, 2014 MEMBERSHIP
(97) GRAVITY TANK INC
114 W ILLINOIS STREET 3RD FLOOR
CHICAGO,IL60654
36-4302179   264,850       HEALTH DISPLAY TOOL TO SUPPORT COUNTY SUPERVISORS
(98) GROSSMONT HOSPITAL FOUNDATION
5555 GROSSMONT CENTER DRIVE
LA MESA,CA91942
33-0124488 501(C)(3) 10,000       TO PROVIDE HOSPICE CARE TO UNINSURED PATIENTS IN THE SAN DIEGO COMMUNITIES
(99) HEALTH 20 LLC
350 TOWNSEND ST 403
SAN FRANCISCO,CA94107
26-1478553   203,750       CHCF CODE-A-THON SERIES, SUPPORT OF HEALTH 2.0'S HEALTH INTERACTIVE CONFERENCE, EDUCATIONAL MATCHPOINT SESSION FOR CHCF LEADERSHIP PROGRAM, 2014 HEALTH 2.0 ANNUAL CONFERENCE - BRINGING TOGETHER LOCAL POLICYMAKERS AND HEALTH TECH INNOVATORS TO SOLVE COUNTY HEALTH PROBLEMS (SCOPING PHASE)
(100) HEALTHCARE INNOVATION LLC
945 TARAVAL ST 815
SAN FRANCISCO,CA94116
46-0702580   50,000       HEALTHY COMMUNITIES DATA SUMMIT 2014, SOUTHERN CALIFORNIA
(101) HEALTH CARE INTERPRETER NETWORK
6400 HOLLIS STREET SUITE 9
EMERYVILLE,CA94608
26-3075264 501(C)(3) 148,570       HEALTH CARE INTERPRETERS NETWORK INFRASTRUCTURE UPGRADES
(102) HEALTHCARE TECHNOLOGY MANAGEMENT SERVICES AN EMDEON COMPANY
3055 LEBANON PIKE STE 1000
NASHVILLE,TN37214
20-5591816   116,913       INSURANCE BENEFIT FOR PALLIATIVE CARE, ACA PROVIDER SUPPORT, CALIFORNIA CANCER QUALITY ROUNDTABLE: MEETING SUPPORT (OCT 2012)
(103) HEALTH CAREER CONNECTION INC
267 DEERFIELD DRIVE
MORAGA,CA94556
25-1904312 501(C)(3) 40,000       2014 SUMMER INTERN PROGRAM
(104) HEALTH EVOLUTION SERVICES LLC
555 MISSION ST 23RD FL
SAN FRANCISCO,CA94105
90-0869370   35,000       HEP SUMMIT 2014
(105) HEALTH LEADS INC
2 OLIVER ST 10TH FLOOR
BOSTON,MA02109
45-0484533 501(C)(3) 300,000       NORTHERN CALIFORNIA HEALTH LEADS LAUNCH
(106) HEALTH MANAGEMENT ASSOCIATES
120 N WASHINGTON SQ SUITE 705
LANSING,MI48933
38-2599727   41,798       PERFORMANCE MANAGEMENT INTERACTIVE DENTAL DASHBOARD, TRACKING AND REPORTING EXECUTIVE BRANCH ACTIVITIES
(107) HEALTH SCIENCES HIGH AND MIDDLE COLLEGE
3910 UNIVERSITY AVENUE SUITE 100
SAN DIEGO,CA92105
20-5886784 501(C)(3) 25,000       TECHNOLOGY AND LEARNING AIDS/TOOLS WHICH PROMOTE LEARNING AND THE PURSUIT OF HEALTH CARE CAREERS.
(108) HEALTH PLAN OF SAN JOAQUIN
7751 SOUTH MANTHEY ROAD
FRENCH CAMP,CA95231
68-0355833 SAN JOAQUIN CNTY 11,736       ENHANCING TRANSITIONAL CARE IN THE CENTRAL VALLEY
(109) HEALTH POLICY SOURCE INC
801 PENNSYLVANIA AVENUE NW SUITE
625-A
WASHINGTON,DC20004
52-2360267   10,000       NATIONAL HEALTH REFORM TRACKING AND UPDATES
(110) HEALTHSPOTTR MEDIA LLC
55 ALDER AVENUE
SAN ANSELMO,CA94960
90-0480319   50,000       SPONSORSHIP 2013 HEALTHSPOTTR'S FUTURE HEALTH 100 RETREAT, SPONSORSHIP OF 2014 FUTURE HEALTH 100
(111) HEALTHTECH CAPITAL MANAGEMENT LLC
12133 FOOTHILL LANE
LOS ALTOS HILLS,CA94022
27-2398824   15,000       SPONSORSHIP OF 2013 HEALTHTECH CAPITAL ANNUAL CONFERENCE, 2014 MEMBERSHIP
(112) HEALTH TECHNOLOGY FORUM
46 LAPIDGE STREET
SAN FRANCISCO,CA94110
46-2325626   35,000       HEALTH TECHNOLOGY FORUM INNOVATION CONFERENCE AND CODE-A-THON, DEVELOPING A NEW MODEL FOR CODE-A-THONS
(113) HILLSIDES
815 COLORADO BOULEVARD SUITE 300
LOS ANGELES,CA90041
95-1644002 501(C)(3) 100,000       SUPPORT MENTAL HEALTH SERVICES TO AT-RISK CHILDREN AND THEIR FAMILIES.
(114) HISPANICS IN PHILANTHROPY
414 13TH STREET SUITE 200
OAKLAND,CA94612
94-3040607 501(C)(3) 15,000       30TH ANNIVERSARY GALA, 2014 MEMBERSHIP
(115) HOAG HOSPITAL FOUNDATION
500 SUPERIOR AVENUE SUITE 350
NEWPORT BEACH,CA92663
95-3222343 501(C)(3) 15,000       TO SUPPORT THE COMMUNITY OUTREACH PROGRAM, REACHING UNINSURED DIABETICS TO PROVIDE FREE OUTPATIENT CARE AT THE ALLEN DIABETES CENTER
(116) HOOPER LUNDY & BOOKMAN INC
575 MARKET STREET SUITE 2300
SAN FRANCISCO,CA94105
95-4109805   35,000       EXPANDED USE OF CA CANCER REGISTRY DATA
(117) HEALTH RESEARCH AND EDUCATIONAL TRUST
155 N WACKER DR 400
CHICAGO,IL60606
36-2203931 501(C)(3) 65,000       CIRCLE OF LIFE AWARDS 2014-2016, 2013 TRUST AWARD RECEPTION
(118) HUBBERT SYSTEMS CONSULTING INC
2330 GOLD MEADOW WAY
GOLD RIVER,CA95670
68-0258886   154,965       ASSESSMENT OF DHCS ANALYTIC AND PERFORMANCE MEASUREMENT CAPACITIES
(119) HUCKLEBERRY YOUTH PROGRAMS
3310 GEARY BLVD
SAN FRANCISCO,CA94118
94-1687559 501(C)(3) 15,000       PROVIDE DIRECT PROVISION OF CARE TO AT-RISK YOUTH IN SAN FRANCISCO.
(120) IE COMMUNICATIONS LLC
1212 PRESERVATION PARK WAY SUITE
300
OAKLAND,CA94612
91-2082734   35,000       COUNTY DASHBOARD - PHASE III
(121) IMPRINT CAPITAL ADVISORS LLC
353 SACRAMENTO ST STE 1760
SAN FRANCISCO,CA94111
26-0502252   24,000       SURVEY OF DOMESTIC HEALTH MISSION INVESTORS
(122) INDEPENDENT SECTOR
1602 L STREET NW SUITE 900
WASHINGTON,DC20036
52-1081024 501(C)(3) 12,500       2014 MEMBERSHIP
(123) INFORMED PATIENT INSTITUTE INC
19 MAYO AVE
ANNAPOLIS,MD214034442
20-8542093 501(C)(3) 15,200       HELPING CONSUMERS MAKE DECISIONS ABOUT LONG TERM CARE OPTIONS:
(124) INFORMING CHANGE
2040 BANCROFT WAY STE 400
BERKELEY,CA94704
94-3297997   32,989       EVALUATION OF CCBT PROGRAM FOR CHRONIC PAIN MANAGEMENT
(125) INSTITUTE FOR HEALTHCARE IMPROVEMENT
20 UNIVERSITY ROAD 7TH FL
CAMBRIDGE,MA02138
38-3017223 501(C)(3) 43,917       TRAINING "CONVERSATION CHAMPIONS", PLANNING PROCESS TO ADVANCE COMPLEX CARE MANAGEMENT PROGRAMS IN THE SAFETY NET, COMPLEX CARE PRE-COLLABORATIVE FOR THE SAFETY NET
(126) INSTITUTE FOR HEALTH POLICY SOLUTIONS
1444 I STREET NW SUITE 900
WASHINGTON,DC200052210
52-1775476 501(C)(3) 22,410       CONTINUITY OF COVERAGE FOR PREGNANT WOMEN UNDER THE ACA
(127) INSTITUTE FOR MEDICAL QUALITY
180 HOWARD STREET SUITE 210
SAN FRANCISCO,CA94105
94-3240330 501(C)(3) 39,505       PLANNING GRANT TO ADDRESS CLINICAL VARIATION AMONG INDEPENDENT PHYSICIANS IN TWO COUNTIES
(128) INSURE THE UNINSURED PROJECT
2444 WILSHIRE BLVD SUITE 412
SANTA MONICA,CA90403
27-4159194 501(C)(3) 55,000       DRUG MEDI-CAL: ANALYSIS OF THE MEDI-CAL SUBSTANCE USE DISORDER BENEFIT AND DELIVERY SYSTEM, SUPPORT FOR 2014 INSURE THE UNINSURED PROJECT ANNUAL CONFERENCE AND REGIONAL WORKGROUPS
(129) INTEGRATED HEALTHCARE ASSOCIATION
500 12TH STREET STE 300
OAKLAND,CA94607
94-3211035 501(C)(6) 201,789       ADVANCED CARE PLANNING WITH EMPLOYER GROUPS, LAYING THE GROUNDWORK FOR PATIENT CENTERED MEDICAL HOMES IN THE SAFETY NET, HOT-SPOTTING WITH HEDIS: EVALUATING QUALITY BY GEOGRAPHY, 2014 IHA PAY FOR PERFORMANCE CONFERENCE
(130) KAISER FOUNDATION HEALTH PLAN
1 KAISER PLZ
OAKLAND,CA94612
94-1340523 501(C)(3) 24,561       SURVEY OF ICU NURSES AND PHYSICIANS IN CALIFORNIA: PERCEPTIONS OF APPROPRIATENESS OF CARE, 2014 INNOVATION LEARNING NETWORK
(131) KEMPER CONSULTING GROUP
1841 11TH AVENUE
SACRAMENTO,CA95818
46-1504643   45,000       UNDERSTANDING THE EXPANSION OF MEDI-CAL MANAGED CARE INTO RURAL CALIFORNIA
(132) KHALSA HEALTH SERVICES
4904 BELLEVUE ST
SOQUEL,CA95073
45-4537652   16,240       CONSULTANT ON BEHAVIORAL HEALTH INTEGRATION
(133) LA MAESTRA FAMILY CLINIC INC
4185 FAIRMOUNT AVENUE
SAN DIEGO,CA92105
33-0473171 501(C)(3) 12,500       SUPPORT DELIVERY OF HIGH QUALITY MEDICAL CARE AND MENTAL HEALTH SERVICES TO LOW INCOME FAMILIES IN MULTI-CULTURAL COMMUNITIES.
(134) LATINAS CONTRA CANCER
255 NORTH MARKET ST SUITE 175
SAN JOSE,CA95110
56-2412069 501(C)(3) 10,000       NATIONAL LATINO CANCER SUMMIT, 2014
(135) LATINO CENTER FOR PREVENTION AND ACTION IN HEALTH AND WELFARE
450 W 4TH STREET SUITE 130
SANTA ANA,CA92701
33-0562943 501(C)(3) 25,000       20TH ANNIVERSARY GALA
(136) LATINO COMMUNITY FOUNDATION
ONE EMBARCADERO CTR STE 1400
SAN FRANCISCO,CA94111
81-0564400 501(C)(3) 25,000       9TH ANNUAL GALA
(137) LEGAL COMMUNITY AGAINST VIOLENCE
268 BUSH STREET 555
SAN FRANCISCO,CA94104
94-3324402 501(C)(3) 10,000       SUPPORT EFFORTS OF DECREASING GUN DEATH RATES.
(138) THE LEWIN GROUP
3130 FAIRVIEW PARK DRIVE SUITE 800
FALLS CHURCH,VA22042
56-1970224   15,000       MEDI-CAL FACTS AND FIGURES 2012
(139) LIFECOURSE STRATEGIES LLC
PO BOX 877
ORINDA,CA94563
20-5638409   12,000       POLST IN CA RESIDENTIAL CARE FACILITIES FOR THE ELDERLY
(140) COUNTY OF LOS ANGELES
MASTER RECORD LOS ANGELES
LOS ANGELES,CA90012
95-6000927 LOS ANGELES CNTY 100,000       LEAN IMPLEMENTATION IN PUBLIC HOSPITALS
(141) MANATT PHELPS & PHILLIPS LLP
ONE EMBARCADERO CENTER 29TH FLOOR
SAN FRANCISCO,CA94111
95-2375841   190,000       ASSESSING THE NATIONAL HEALTH INFORMATION EXCHANGE LANDSCAPE, 2014 HITECH UPDATES AND HOT TOPICS, ENROLLMENT MODERNIZATION: BUILDING ON THE PAST, LOOKING TO THE FUTURE, EARLY ASSESSMENT OF ONLINE CONSUMER ACA EXPERIENCE
(142) MARJAREE MASON CENTER
1600 M STREET
FRESNO,CA93721
94-1156639 501(C)(3) 7,500       IMPROVE THE PREVENTATIVE HEALTH AND HEALTH CARE OF CLIENTS THROUGH THE SUPPORT OF THE S.A.F.E. PARENT EDUCATION PROGRAM.
(143) MATHEMATICA POLICY RESEARCH INC
PO BOX 2393
PRINCETON,NJ085432393
22-2112296   174,978       COLLECTING AND REPORTING HEALTH INSURANCE ELIGIBILITY & ENROLLMENT DATA FOR CALIFORNIA
(144) MEDIHEALTHINSIGHT
8100 EAST VIA DEL VALLE
SCOTTSDALE,AZ85258
46-0935694   5,359       EVALUATING THE IMPACT OF TELEPHARMACY
(145) MERCER HEALTH & BENEFITS LLC
4 EMBARCADERO CENTER SUITE 200
SAN FRANCISCO,CA94111
34-2015463   29,098       MEDI-CAL BENCHMARK BENEFITS: ANALYSIS OF OPTIONS
(146) ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
1255 - 5TH AVENUE SUITE C-2
NEW YORK,NY10029
13-6171197 501(C)(3) 105,000       CONFERENCE SUPPORT: NATIONAL SEMINAR - PALLIATIVE CARE AT THE FOREFRONT: INNOVATION AND OPPORTUNITY, PALLIATIVE CARE PUBLIC AWARENESS CAMPAIGN
(147) MYPROXY INC
1 CAMBRIDGE CENTER 5TH FLOOR
CAMBRIDGE,MA02142
46-2546410   50,000       ADVANCING USE OF ADVANCE CARE PLANS THROUGH FACEBOOK
(148) NATIONAL ACADEMY OF SCIENCES INSTITUTE OF MEDICINE
500 5TH STREET NW
WASHINGTON,DC20001
53-0196932 501(C)(3) 225,000       RECOMMENDED SOCIAL AND BEHAVIORAL DOMAINS AND MEASURES FOR EHRS, CONSENSUS COMMITTEE STUDY OF FAMILY CAREGIVING, CORE METRICS FOR BETTER HEALTH AT LOWER COST
(149) NATIONAL ALLIANCE FOR CAREGIVING
4720 MONTGOMERY LANE STE 205
BETHESDA,MD20814
52-1931357 501(C)(3) 15,000       TECHNOLOGY & CAREGIVING WORKSHOP
(150) NATIONAL ACADEMY OF SOCIAL INSURANCE
1776 MASSACHUSETTS AVENUE NW SUITE
400
WASHINGTON,DC200361904
52-1451753 501(C)(3) 96,500       EVALUATING OPTIONS TO PROMOTE COMPETITION IN LOCAL MARKETS UNDER ACA, 2013 ROBERT M. BALL AWARD, 2014 ANNUAL POLICY RESEARCH CONFERENCE
(151) NATIONAL QUALITY FORUM
1030 15TH STREET NW SUITE 800
WASHINGTON,DC20005
52-2175544 501(C)(3) 17,500       2014 MEMBERSHIP
(152) THE NATIONAL HISPANIC MEDICAL ASSOCIATION
1920 L STREET NW SUITE 725
WASHINGTON,DC20036
52-1884446 501(C)(3) 40,000       2013-14 SUPPORT FOR PROGRAMS AND EVENTS
(153) NATIONAL ASSOCIATION OF HEALTH DATA ORGANIZATIONS
124 SOUTH 400 EAST SUITE 220
SALT LAKE CITY,UT84111
52-1563768 501(C)(3) 95,000       DEVELOPING HEALTH DATA DASHBOARDS FOR COUNTY POLICYMAKERS, 2013 NAHDO CONFERENCE SUPPORT
(154) NATIONAL BUSINESS GROUP ON HEALTH
50 F STREET NW SUITE 200
WASHINGTON,DC20001
52-1147591 501(C)(3) 7,500       2014 MEMBERSHIP
(155) NATIONAL PARTNERSHIP FOR WOMEN AND FAMILIES
1875 CONNECTICUT AVENUE NW SUITE
650
WASHINGTON,DC20009
23-7124915 501(C)(3) 237,454       CONSUMER EXPECTATIONS OF HEALTH IT: TRENDS AND NEW ISSUES SINCE 2012, MATERNITY SHARED DECISION-MAKING
(156) NATIONAL SENIOR CITIZENS LAW CENTER
3701 WILSHIRE BOULEVARD SUITE 750
LOS ANGELES,CA90010
95-3132674 501(C)(3) 107,992       THE COORDINATED CARE INITIATIVE IN LOS ANGELES: AN OUTREACH AND EDUCATION PROJECT, REFORMING ASSISTED LIVING IN CALIFORNIA: INVESTIGATING AND PRESENTING BEST PRACTICES
(157) NAVIGANT CONSULTING INC
30 S WACKER DRIVE 3100
CHICAGO,IL60606
36-4094854   36,000       MEDI-CAL MANAGED CARE DASHBOARD AND LOCAL HEALTH PLAN EVALUATION
(158) NEW ENGLAND HEALTHCARE INSTITUTE
ONE BROADWAY 12TH FLOOR
CAMBRIDGE,MA02142
01-0624865 501(C)(3) 40,000       SUPPORT A PROJECT THAT WILL IMPROVE MEDICATION ADHERENCE AND READMISSIONS IN CALIFORNIA, ISSUE BRIEF: "EMERGING PRACTICE PATTERNS IN TELE-ICU CARE", SUPPORT FOR CONFERENCE ON ACOS AND INNOVATION - 2013
(159) NEW VENTURE FUND
41 W 83RD ST APT 9D
NEW YORK,NY10024
20-5806345 501(C)(3) 122,500       ENCOURAGING JOURNALISTS TO PROFILE COMMUNITIES SHOWING POSITIVE HEALTH RESULTS
(160) NEW YORK EHEALTH COLLABORATIVE INC
40 WORTH STREET 5TH FLOOR
NEW YORK,NY10013
20-8022336 501(C)(3) 10,000       SPONSORSHIP OF 2013 DIGITAL HEALTH CONFERENCE
(161) NONPROFIT FINANCE FUND
70 WEST 36TH STREET 11TH FLOOR
NEW YORK,NY10018
13-3238657   250,000       COMMUNITY CATALYST FUND FOR CALIFORNIA'S COMMUNITY HEALTH CENTERS
(162) NORTHERN CALIFORNIA GRANTMAKERS
625 MARKET STREET 15TH FLOOR
SAN FRANCISCO,CA94105
94-2761355 501(C)(3) 12,500       2014 MEMBERSHIP
(163) NORTH EAST MEDICAL SERVICES FOUNDATION
1520 STOCKTON STREET
SAN FRANCISCO,CA94133
94-1722562 501(C)(3) 15,000       SUPPORT HEALTHCARE PROGRAMS FOR THE MEDICALLY-UNDERSERVED POPULATIONS OF THE SAN FRANCISCO BAY AREA
(164) 100 BLACK MEN OF THE BAY AREA CHARTER SCHOOLS
1638 12TH STREET
OAKLAND,CA94607
90-0681931 501(C)(3) 20,000       SUPPORT THE HEALTH EDUCATION PROGRAMS
(165) OREGON HEALTH AND SCIENCE UNIVERSITY
0690 SW BANCROFT STREET MAILCODE
L106SPA
PORTLAND,OR97239
93-1176109 OHSU 40,600       NATIONAL POLST LEADERSHIP CONFERENCE, SCHOLARSHIPS FOR CARE MANAGEMENT PLUS TRAINING FOR CALIFORNIA COMMUNITY CLINICS
(166) ORGANIZACION EN CALIFORNIA DE LIDERES CAMPESINAS INC
2101 SOUTH ROSE AVENUE SUITE A
OXNARD,CA93033
95-4611282 501(C)(3) 10,000       SUPPORT THE HEALTH OF FARMWORKERS, ESPECIALLY AFFECTED BY THE IMPACT OF PESTICIDES
(167) ORTECH DATA INC
300 RIVER PLACE DRIVE SUITE 300
DETROIT,MI48207
27-3416076   314,102       CJRR PHASE III: ORTECH IT SUPPORT, CJRR PHASE IV: ORTECH IT SUPPORT - ESTABLISHING SELF-SUSTAINABILITY
(168) PACIFIC BUSINESS GROUP ON HEALTH
575 MARKET STREET SUITE 600
SAN FRANCISCO,CA94105
94-3093623 501(C)(3) 694,620       ABCS OF QI, CJRR MANAGEMENT PHASE II & III: PBGH MANAGEMENT, CJRR PHASE IV: ESTABLISHING SELF-SUSTAINABILITY
(169) PACIFIC HEALTH CONSULTING GROUP
72 OAK KNOLL AVENUE
SAN ANSELMO,CA94960
68-0403180   30,909       CONSULTING SUPPORT FOR: CLINIC STRATEGY, BEHAVIORAL HEALTH INTEGRATION, AND PROJECT ECHO PHASE 2; CARE MANAGEMENT TRAINING NEEDS AMONG SUBSET OF CALMEDICONNECT PLANS; CONSULTATION AND STAKE HOLDER INTERVIEWS FOR CHCF/KRESGE PROJECT
(170) PACIFIC NEWS SERVICE
275 NINTH STREET
SAN FRANCISCO,CA94103
94-1709509 501(C)(3) 53,886       ETHNIC MEDIA FELLOWSHIP & TRAINING ON END-OF-LIFE CARE AND PALLIATIVE CARE
(171) PAINTED TURTLE GANG CAMP FOUNDATION
1300 4TH STREET SUITE 300
SANTA MONICA,CA90401
95-4612481 501(C)(3) 15,000       SUPPORT THE HEALTHCARE PROGRAMS FOR CHILDREN AT THE PAINTED TURTLE CAMP
(172) PALO ALTO MEDICAL FOUNDATION RESEARCH INSTITUTE
795 EL CAMINO REAL
PALO ALTO,CA94301
94-1156581 501(C)(3) 15,000       CANCER DE MAMA/HEALTHY BREAST PROGRAM
(173) PARTNERS HEALTHCARE SYSTEM
25 NEW CHARDON STREET SUITE 400D
BOSTON,MA02114
04-3230035 501(C)(3) 10,000       SPONSORSHIP OF 2013 PARTNERS HEALTHCARE 10TH ANNUAL CONNECTED HEALTH SYMPOSIUM & EXPO
(174) PARSE3
13 FIRST STREET
WARWICK,NY10990
06-1600247   68,686       DEVELOPMENT OF CALIFORNIA IMPROVEMENT NETWORK MICRO-LITE SITE, CALHOSPITALCOMPARE.ORG ENHANCEMENTS
(175) PARTNERSHIP HEALTHPLAN OF CALIFORNIA
4665 BUSINESS CENTER DRIVE
FAIRFIELD,CA94534
68-0301406 PHC 7,000       ABCS OF QI
(176) PEER HEALTH EXCHANGE INC
70 GOLD STREET
SAN FRANCISCO,CA94133
56-2374305 501(C)(3) 10,000       TO SUPPORT THE YOUTH HEALTH EDUCATION
(177) PERRY UNDEM LLC
4800 HAMPDEN LANE SUITE 200 PMB 228
228
BETHESDA,MD20814
46-1891050   201,950       RESEARCH SUPPORT FOR TWITTER ANALYTICS PROJECT, CONSUMERS' EXPERIENCES WITH NEW COVERAGE OPPORTUNITIES PLANNING GRANT, UNDERSTANDING CALIFORNIANS' ENROLLMENT EXPERIENCES WITH COVERED CALIFORNIA
(178) PHILANTHROPY NORTHWEST
2101 FOURTH AVE SUITE 650
SEATTLE,WA98121
91-1110995 501(C)(3) 15,000       SUPPORT FOR MISSION INVESTORS EXCHANGE 2014 NATIONAL CONFERENCE, 2014 MEMBERSHIP
(179) PHYSICIANS MEDICAL FORUM
2201 BROADWAY SUITE 212
OAKLAND,CA94612
30-0086728 501(C)(3) 30,000       SUPPORT THE "DOCTORS ON BOARD" PIPELINE PROGRAM AND FOR THE 2014 STUDENT NATIONAL MEDICAL ASSOCIATION-ANNUAL MEDICAL EDUCATION CONFERENCE TO BE HELD IN WASHINGTON, DC.
(180) PLANNED PARENTHOOD-ORANGE & SAN BERNARDINO COUNTIES INC
700 S TUSTIN STREET
ORANGE,CA92866
95-6152773 501(C)(3) 10,000       PROVIDE SUPPORT FOR THE ESSENTIAL REPRODUCTIVE HEALTH CARE, NUTRITION SERVICES, AND EDUCATION TO RESIDENTS OF ORANGE AND SAN BERNARDINO COUNTIES REGARDLESS OF THEIR PERSONAL CIRCUMSTANCES OR ABILITY TO PAY.
(181) POWERS PYLES SUTTER & VERVILLE PC
1501 M STREET NW 7TH FLOOR
WASHINGTON,DC200051700
52-1620214   30,000       LEGAL SERVICES FOR CJRR
(182) PRICEWATERHOUSECOOPERS
300 MADISON AVE
NEW YORK,NY10017
13-4008324   115,000       ESTABLISHING A BASELINE FOR HEALTH INSURANCE PRODUCTS AND ACTUARIAL VALUES
(183) PUBLIC HEALTH INSTITUTE
555 12TH STREET 10TH FLOOR
OAKLAND,CA94607
94-1646278 501(C)(3) 204,858       PROGRAM OFFICE FOR CALIFORNIA CENTER FOR CONNECTED HEALTH (CCCH), ROI OF REMOTE PATIENT MONITORING MODEL DISSEMINATION AND EVALUATION, TRIPLE AIM RESEARCH SYMPOSIUM, BETTER DATA FOR BETTER HEALTH STATUS
(184) PYRAMID COMMUNICATIONS
1932 FIRST AVENUE SUITE 507
SEATTLE,WA98101
91-1652238   19,100       PLANNING AND IMPLEMENTATION OF THE 2012 DUALS CALIFORNIA DEMONSTRATION PROJECT, CALIFORNIA IMPROVEMENT NETWORK ACTION GROUP IMPLEMENTATION
(185) RAND CORPORATION
1776 MAIN STREET M4W
SANTA MONICA,CA904072138
95-1958142 501(C)(3) 142,328       EVIDENCE-BASED MODELS FOR PALLIATIVE CARE, EVALUATING THE IMPACT OF TELEDOC ON UTILIZATION AND COSTS, ESTIMATING THE TIME COST OF GETTING HEALTH CARE
(186) REGENSTRIEF INSTITUTE INC
1001 WEST TENTH STREET SUITE 2000
INDIANAPOLIS,IN46202
30-0007730 501(C)(3) 31,044       BUILDING A COMMON LOINC LAB ORDER SET
(187) UNIVERSITY OF CALIFORNIA SAN FRANCISCO
UCSF CONTROLLER OFFICE 1855 FOLSOM
STREET MCB 425 BOX 0897
SAN FRANCISCO,CA94143
94-6036493 501(C)(3) 4,384,135       SPREAD PALLIATIVE CARE IN PUBLIC HOSPITALS; TRANSLATE A MULTI-MEDIA; ADVANCE CARE PLANNING WEBSITE FOR SPANISH-SPEAKING CALIFORNIANS; PARTNERS IN E; PUBLIC HOSPITALS AND THE PALLIATIVE CARE QUALITY NETWORK; CA HEALTH CARE LEADERSHIP PROGRAM RENEWAL; SUPPORT FOR STUDENTS PARTICIPATING IN THE PROGRAM IN MEDICAL EDUCATION FOR THE URBAN UNDERSERVED (PRIME-US); PLANNING GRANT FOR STUDY ON ACCESS TO SPECIALTY CARE FOR MEDI-CAL BENEFICIARIES; PREVENTABLE HOSPITALIZATIONS RATES AMONG CALIFORNIA'S MEDI-CAL POPULATION; RENEWAL OF LONG-TERM CARE DATA COLLECTION - FOR CALQUALITYCARE WEBSITE; ALLIED AND NURSING HEALTH WORKFORCE ALMANAC; AN ANALYSIS OF ON-LINE HOSPITAL REVIEWS; LEVERAGING THE CALIFORNIA CANCER REGISTRY TO MEASURE AND IMPROVE THE QUALITY OF CANCER CARE; PRICE TRANSPARENCY OPTIONS - MULTI-STAKEHOLDER PROCESS; 2013 UC DIVERSITY PIPELINE INITIATIVE; EVALUATION OF COMMUNITY PARAMEDICINE PILOT PROJECTS
(188) UNIVERSITY OF CALIFORNIA BERKELEY
MASTER RECORD 120 SPROUL HALL
BERKELEY,CA94720
94-6002123 501(C)(3) 69,069       THE BERKELEY FORUM, SPD BENEFICIARY TRANSITION SURVEY, STORYTELLING WITH DATA, 8TH ANNUAL SUMMER INSTITUTE ON MIGRATION AND GLOBAL HEALTH
(189) UNIVERSITY OF CALIFORNIA DAVIS
UC DAVIS MEDICAL CENTER 4150 V
STREET SUITE 3400
DAVIS,CA95817
94-6036494 501(C)(3) 1,770,098       JGIM ARTICLE SERIES-EMERGING SOLUTIONS IN HEALTH POLICY; JOURNAL OF GENERAL INTERNAL MEDICINE SERIES: INNOVATION AND IMPROVEMENT; LABORATORY LOINC MAPPING ASSISTANCE PROGRAM; ESTABLISHMENT OF THE COMPREHENSIVE WOMEN'S CANCER PROGRAM; SUPPORT STUDENT-RUN HEALTH CLINICS IN SACRAMENTO; MEDI-CAL DATA SYMPOSIUM SERIES; REPLICATING PROJECT ECHO IN CA; LEVERAGING EMS ASSETS AND COMMUNITY PARAMEDICINE; CALIFORNIA HEALTH POLICY FORUM
(190) UNIVERSITY OF CALIFORNIA LOS ANGELES
MASTER RECORD 1113 MURPHY HALL BOX
951429
LOS ANGELES,CA90095
95-6006143 501(C)(3) 296,334       ACTING TO REDUCE VARIATIONS IN UTILIZATION: ADVANCE CARE PLANNING FOR HEART FAILURE; MEDICARE DATA ANALYSIS; MEDI-CAL ENROLLMENT CHURN AFTER THE ACA: ASSESSMENT OF DATA AND TRACKING CAPACITY IN CA; CALSIM INFOGRAPHIC CONSULTING; IMPACT OF HEALTH CARE AMONG SPD POPULATION IN MEDI-CAL MANAGED CARE; USING CHIS TO MEASURE ACCESS TO CARE FOR MEDI-CAL ENROLLEES; SUPPORT OF 1ST ANNUAL NATIONAL HEALTHCARE INNOVATION SUMMIT; 2014 ANNUAL HEALTH CARE SYMPOSIUM
(191) UNIVERSITY OF MICHIGAN
3003 SOUTH STATE STREET
ANN ARBOR,MI481091274
38-6006309 501(C)(3) 79,824       ASSESSING PAYER PERSPECTIVES ON HEALTH INFORMATION EXCHANGE
(192) ROCK HEALTH INC
615 GRANT AVE FLOOR 3
SAN FRANCISCO,CA94108
45-1204321 501(C)(3) 18,000       SPONSORSHIP OF DIGITAL HEALTH CEO SUMMIT, SPONSORSHIP OF ROCK HEALTH'S 2013 HEALTH INNOVATION SUMMIT
(193) SAMARITAN HOUSE
4031 PACIFIC BOULEVARD
SAN MATEO,CA94403
23-7416272 501(C)(3) 10,000       SUPPORT HEALTHCARE PROGRAMS FOR LOW INCOME FAMILIES IN SAN MATEO COUNTY
(194) SAN DIEGO FAMILY CARE
6973 LINDA VISTA ROAD
SAN DIEGO,CA92111
95-2700856 501(C)(3) 12,500       SUPPORT DELIVERY OF HIGH QUALITY MEDICAL CARE AND MENTAL HEALTH SERVICES TO LOW INCOME FAMILIES IN MULTI-CULTURAL COMMUNITIES.
(195) SAN FRANCISCO AIDS FOUNDATION
1035 MARKET STREET SUITE 400
SAN FRANCISCO,CA94103
94-2927405 501(C)(3) 20,000       27TH ANNUAL AIDS WALK ON JULY 21, 2013, 2013 ANNUAL TRIBUTE CELEBRATION, 2014 EVENTS
(196) THE SAN FRANCISCO FOUNDATION
ONE EMBARCADERO CTR STE 1400
SAN FRANCISCO,CA94111
01-0679337 501(C)(3) 75,000       CAMPAIGN FOR HOPE SF PEER HEALTH LEADERSHIP STRATEGY
(197) SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
2789 25TH STREET SUITE 2028
SAN FRANCISCO,CA94110
94-3189424 501(C)(3) 110,000       LEAN IMPLEMENTATION IN PUBLIC HOSPITALS, 2014 HEROES & HEARTS EVENT
(198) THE SCHWARTZ CENTER FOR COMPASSIONATE HEALTHCARE
205 PORTLAND STREET 6TH FLOOR
BOSTON,MA02114
04-1564655 501(C)(3) 16,560       SUPPORTING SCHWARTZ CENTER ROUNDS IN CA PUBLIC HOSPITALS
(199) SCOTT & COMPANY
687 GREAT MOOSE DRIVE
HARTLAND,ME04943
45-0484458   63,515       IDENTIFYING ORAL HEALTH INNOVATIONS; CREATING A PATH TO FINANCIAL SUSTAINABILITY FOR THE CJRR; CALIFORNIA MATERNAL DATA CENTER: BUSINESS PLAN FOR SUSTAINABILITY
(200) SELF HELP FOR THE ELDERLY
731 SANSOME STREET SUITE 100
SAN FRANCISCO,CA94111
94-1750717 501(C)(3) 10,000       SUPPORT HOSPICE CARE FOR RESIDENTS OF SAN MATEO COUNTY WHO DO NOT HAVE INSURANCE OR HAVE LIMITED FINANCIAL SUPPORT
(201) SHASTA COMMUNITY HEALTH CENTER
1035 PLACER STREET
REDDING,CA96001
68-0165855 501(C)(3) 10,000       PILOT OF THE ELECTRONIC PRESCRIBING OF CONTROLLED SUBSTANCES
(202) SIMPLER NORTH AMERICA LP
PO BOX 643979
PITTSBURGH,PA152643979
26-1595491   5,397       LEAN COACHING SUPPORT TO CA PUBLIC HOSPITAL CEOS
(203) SINGULARITY UNIVERSITY
BUILDING 20 MS 20-1 AKRON RD
MOFFETT FIELD,CA94035
26-3397219 501(C)(3) 23,000       2013 FUTUREMED PROGRAM SUPPORT
(204) SMALL BUSINESS MAJORITY FOUNDATION INC
4000 BRIDGEWAY SUITE 101
SAUSALITO,CA94965
03-0576666 501(C)(3) 75,000       ACA OUTREACH AND EDUCATION FOR LATINO SMALL BUSINESSES
(205) SMART PATIENTS INC
1220 PEAR AVE STE E
MOUNTAIN VIEW,CA94043
45-4068897   15,000       SURVEY OF CA CANCER PATIENTS RE: DECISIONMAKING
(206) SOCRATA INC
83 KING STREET SUITE 107
SEATTLE,WA98104
20-8512903   245,894       STATE OF CALIFORNIA OPEN HEALTH DATA PORTAL
(207) SOUTHERN CALIFORNIA GRANTMAKERS
1000 N ALAMEDA STREET SUITE 230
LOS ANGELES,CA90012
95-2831058 501(C)(3) 10,000       2014 MEMBERSHIP
(208) SOUTH COUNTY COMMUNITY HEALTH CENTER INC
RAVENSWOOD FAMILY HEALTH CENTER
1798A BAY ROAD EAST
PALO ALTO,CA94303
94-3372130 501(C)(3) 22,500       SUPPORT HEALTH CARE SERVICES FOR CALIFORNIA RESIDENTS, 2013 RIDE FOR RAVENSWOOD
(209) SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAMOND AVE
PASADENA,CA91105
95-4765734 501(C)(3) 280,000       SUPPORT EXPANSION OF HEALTH CARE NEWS DESK
(210) SQUARE6 GROUP INC
402 DONAHUE ST
SAUSALITO,CA94965
26-1976300   10,000       DEVELOPING SCENARIOS FOR TRANSPARENCY ROUNDTABLE COMPETITION
(211) STANFORD UNIVERSITY
MEDICAL SCHOOL OFFICE BUILDING MSOB
251 CAMPUS DRIVE
PALO ALTO,CA94305
94-1156365 501(C)(3) 471,977       BAY AREA COMPLEX CARE WORKSHOP; INNOVATIVE TRAINING FOR NEPHROLOGISTS IN SHARED DECISION MAKING; IMPROVING CCS THROUGH USER-DRIVEN DATA ANALYSIS; DESIGN FOR SERVICE INNOVATION IN THE SAFETY NET; SUPPORT FOR STANFORD'S CLINICAL EXCELLENCE RESEARCH CENTER; CONTINUED FUNDING FOR PILOT TESTING OF CERC LATE-STAGE CANCER CARE MODEL; EMERGENCY DEPARTMENT USE AND INSURANCE STATUS IN CA; GUIDE TO CONVENING AND EVALUATING MATERNAL HEALTH CARE QUALITY IMPROVEMENT COLLABORATIVES: A CASE STUDY OF OB HEMORRHAGE QUALITY IMPROVEMENT COLLABORATIVES
(212) STAMEN DESIGN
2017 MISSION STREET SUITE 300
SAN FRANCISCO,CA94110
20-1972502   210,000       ACA DATA VISUALIZATION, 2013 UPDATE TO THE STATE'S HOSPITAL ASSOCIATED INFECTIONS MAP
(213) STARTUP HEALTH
304 PARK AVE SOUTH SUITE 1002
NEW YORK,NY10010
45-4362441   9,645       SUPPORTING HEALTHCARE STARTUPS WITH GROWTH AND DEVELOPMENT RESOURCES, STARTUP HEALTH NETWORKING RECEPTION AT 2013 HEALTH 2.0 CONFERENCE
(214) STEWARDS OF CHANGE INSTITUTE INC
100 CENTERSHORE ROAD
CENTERPORT,NY11721
20-1647503 501(C)(3) 100,000       CALIFORNIA OPEN DATA PILOT PORTAL DEMONSTRATION PROJECT STUDY GROUP, 2013, OPEN DATAFEST SYMPOSIUM, 2013
(215) SUJANSKY & ASSOCIATES LLC
1390 EL CAMINO REAL SUITE 250
SAN CARLOS,CA94070
20-0176921   321,265       DEVELOPMENT OF ELINCS-ORDERS; PILOTING DIRECT AND PROVIDER DIRECTORY SERVICES; TECHNICAL CONSULTING FOR EPCS PILOT; PILOTING ELECTRONIC DELIVERY OF LAB RESULTS USING DIRECT; TECHNOLOGY CONSULTING SUPPORT FOR CJRR PHASE II, CJRR PHASE III: HOSPITAL ON-BOARDING AND CJRR PHASE IV: ESTABLISHING SELF-SUSTAINABILITY
(216) SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES
1663 MISSION STREET SUITE 700
SAN FRANCISCO,CA94103
94-2819062 501(C)(3) 10,000       FAMILY VOICES OF CALIFORNIA 2014 ANNUAL HEALTH SUMMIT
(217) THAT MAN MAY SEE
10 KORET WAY BOX 0352
SAN FRANCISCO,CA94143
23-7129943 501(C)(3) 15,000       TO SUPPORT MEDICAL STUDENT EDUCATION, RESIDENTS, AND FELLOWS
(218) THEDACARE CENTER FOR HEALTHCARE VALUE INC
100 W LAWRENCE STREET
APPLETON,WI54911
26-2795800 501(C)(3) 30,980       LEAN MANAGEMENT TRAINING FOR PUBLIC HOSPITAL LEADERSHIP
(219) TIDES CENTER
450 GEARY STREET SUITE 400
SAN FRANCISCO,CA94102
94-3213100 501(C)(3) 1,094,132       HELPING CALIFORNIA'S COMMUNITY CLINICS BOOST PERFORMANCE; ABCS OF QI; ENCORE FELLOWS IN COMMUNITY HEALTH CENTERS PROGRAM; PLANNING GRANT FOR PROMOTING COMPLEX CARE IN THE SAFETY NET; PLANNING PROCESS TO ADVANCE COMPLEX CARE MANAGEMENT PROGRAMS IN THE SAFETY NET; SPREADING COMPLEX CARE MANAGEMENT IN THE SAFETY NET; BEYOND THE EHR: NEXT STEPS SAFETY NET PROVIDERS; INNOVATION CENTER FOR THE SAFETY NET; CA COVERAGE AND HEALTH INITIATIVES' ANNUAL "CHAMPIONS FOR COVERAGE" AWARD CEREMONY & RECEPTION
(220) THE TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850
SAN FRANCISCO,CA94104
20-2121739 501(C)(3) 50,000       ASSIST WITH IMPROVING ACCESS TO HEALTH CARE TO LOW-INCOME RESIDENTS IN THE BAY AREA.
(221) T LESLIE AND ASSOCIATES
95 CORTE AMADO
GREENBRAE,CA94904
46-2099389   56,598       ASSESSING THE CALIFORNIA HEALTH IT LANDSCAPE AND OPPORTUNITIES
(222) TMIT CONSULTING LLC
117 PARTREE ROAD
CHERRY HILL,NJ08003
45-1912478   192,827       ACCELERATING MORE EFFECTIVE USE OF CLINICAL DECISION SUPPORT, ENHANCING MILLION HEARTS THROUGH SCALABLE CLINICAL DECISION SUPPORT
(223) TNT INITIATIVES
1094 SPRINGFIELD DRIVE
MILLBRAE,CA94030
71-0903294   18,000       SUPPORT FOR 2013 DIABETESMINE INNOVATION SUMMIT, DIABETESMINE OPEN DATA EVENT 2013
(224) TOPSY LABS INC
140 SECOND ST FLOOR 6
SAN FRANCISCO,CA94105
20-4514686   201,000       USING TWITTER TO EVALUATE AND EXTEND ENROLLMENT MESSAGING, ACA TWITTER ANALYSIS
(225) TRUTH ON CALL
82 UNIVERSITY PLACE 7
NEW YORK,NY10003
27-0325579   20,000       SURVEYING PHYSICIANS BY TEXT MESSAGE
(226) UCI FOUNDATION
4199 CAMPUS DRIVE UNIVERSITY TOWER
IRVINE,CA926970001
95-2540117 501(C)(3) 36,750       SUPPORT FOR THE UCI HEALTH CARE FORECAST CONFERENCE, 2014
(227) UFW FOUNDATION
4545 E CESAR ECHAVEZ AVENUE
LOS ANGELES,CA90022
95-2703575 501(C)(3) 10,000       TO SUPPORT CENTRAL AND NORTHERN CALIFORNIA FARM WORKERS AND FOR IMPROVED WORKPLACE HEALTH ESPECIALLY FROM PESTICIDES, HEAT STRESS, AND HEALTH VIOLATIONS
(228) UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
2080 ADDISON ST STE 4200
BERKELEY,CA947204200
94-6090626 501(C)(3) 20,000       TO SUPPORT THE THOMAS J. DOOLEY GRADUATE FELLOWSHIP FUND
(229) UNIVERSITY OF SOUTHERN CALIFORNIA
ANDRUS GERONTOLOGY CENTER MC 0191
UNIVERSITY PARK
LOS ANGELES,CA90089
95-1642394 501(C)(3) 34,285       EVALUATION OF HOME CARE PROGRAM FOR HIGH RISK PATIENTS, PRICE TRANSPARENCY AND CONSUMER DIRECTED HEALTH PLANS: INCREASING HEALTH CARE CONSUMERISM?
(230) THE URBAN INSTITUTE
2100 M STREET NW
WASHINGTON,DC20037
52-0880375 501(C)(3) 11,065       THE RECONCILIATION PROJECT: APTC RECONCILIATION POLICIES FOR STATE HEALTH INSURANCE MARKETPLACES
(231) URSA CONSULTING GROUP INC
216 F STREET 45
DAVIS,CA95616
45-1464584   53,003       MEASURING ACA IMPACT IN THE SAFETY NET
(232) VIRGINIA COMMONWEALTH UNIVERSITY
1101 E MARSHALL ST SANGER HALL ROOM
6030
RICHMOND,VA23298
54-6001758 VCU 89,724       TA FOR THE PALLIATIVE CARE ACTION COMMUNITY
(233) VISION Y COMPROMISO
10000 N ALAMEDA STREET SUITE 350
LOS ANGELES,CA90012
32-0071651 501(C)(3) 20,000       11TH ANNUAL PROMOTORAS AND COMMUNITY HEALTH WORKER'S CONFERENCE, TO ASSIST IN POLICY ADVOCACY AND ROLE OF COMMUNITY HEALTH WORKERS IN CALIFORNIA
(234) VOCERA COMMUNICATIONS INC
1 EMBARCADERO CENTER SUITE 1310
SAN FRANCISCO,CA94111
94-3354663   60,000       LEADING EXPERIENCE TRANSFORMATION WORKSHOP
(235) VYNCA LLC
1061 BONITA AVENUE
MOUNTAIN VIEW,CA94040
46-2236842   24,966       TESTING E-POLST WITH EPIC
(236) WIRELESS-LIFE SCIENCES ALLIANCE
3580 CARMEL MOUNTAIN RD STE 300
SAN DIEGO,CA92130
20-3556342   10,000       8TH ANNUAL WIRELESS HEALTH CONVERGENCE SUMMIT
(237) YMCA OF SAN FRANCISCO
50 CALIFORNIA STREET SUITE 650
SAN FRANCISCO,CA94111
94-0997140 501(C)(3) 25,000       SUPPORT THE IMPLEMENTATION OF HEALTHY EATING, PHYSICAL ACTIVITY (HEPA) STANDARDS, TO SUPPORT THE IMPLEMENTATION OF HEALTHY EATING, PHYSICAL ACTIVITY (HEPA) STANDARDS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
168
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
69
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) ALIGNING CALIFORNIA INSURANCE REGULATORY OVERSIGHT WITH THE ACA: PHASE 2 1 349,960      
(2) CIN TRAINING ADVISOR 1 7,500      
(3) COMMUNITY PARAMEDICINE PILOT PROJECTS: PROGRAM MANAGER PHASE 2 1 45,000      
(4) CONSULTATION AND FACILITATION FOR "LEFT COAST EVALUATORS" 1 4,000      
(5) CONSULTING SERVICES AND TECHNICAL SUPPORT FOR THE PROJECT: MONITORING THE IMPACT OF THE ACA IN CA 1 57,500      
(6) CREATING A LOGIC MODEL FOR ADVANCE CARE PLANNING 1 2,500      
(7) CRUCIAL ROLE OF CALIFORNIA COUNTIES IN HEALTH CARE 1 85,000      
(8) DO HOSPITAL BILLED CHARGES MATTER? 1 5,550      
(9) EFCHC CONSULTING CLINIC OUTREACH AND PARTNER RECRUITING 1 500      
(10) EVALUATION OF CAREINSYNC IMPLEMENTATION AT MARIN GENERAL HOSPITAL 1 20,000      
(11) EVALUATION OF LEAN IN PUBLIC HOSPITALS INITIATIVE 1 66,757      
(12) EVALUATION: ASTHMA CONTROL STUDY 1 28,730      
(13) EXPLORING HEALTHCARE AND BIG DATA 1 25,000      
(14) FACULTY AND TECHNICAL ADVISOR FOR THE PALLIATIVE CARE ACTION COMMUNITY 1 10,000      
(15) FQHC PHYSICIAN PRACTICE PROJECT 1 7,000      
(16) HEALTH CARE COSTS 101, 2013 1 30,125      
(17) HEALTH CARE MARKETPLACES LANDSCAPE REPORT 1 50,000      
(18) IMPACT OF OPEN DATA INITIATIVES ON HEALTH 1 26,050      
(19) MAPPING CALIFORNIA'S ELECTRONIC APPLICATION PROCESS 1 7,500      
(20) MEASURING CANCER PROCEDURE VOLUME IN HOSPITAL: PHASE II (REPORTING) 1 237,700      
(21) PCPH PROJECT MANAGER 1 1,287      
(22) PHYSICIAN SURVEY ANALYSES FOR PHYSICIAN FACTS & FIGURES CHART BOOK, 2013 1 11,000      
(23) PILOTING ERX OF CONTROLLED SUBSTANCES 1 33,068      
(24) PLANNING ACTIVITIES FOR DUAL ELIGIBLES 1 10,000      
(25) PLANNING FOR COMMUNITY PARAMEDICINE PILOT PROJECTS: PROGRAM MANAGER 1 16,500      
(26) POLST CONSULTANT 1 4,102      
(27) PROJECT DIRECTOR FOR TWITTER ANALYSIS PROJECT 2 224,622      
(28) PROJECT MANAGEMENT: CALIFORNIA IMPROVEMENT NETWORK (CIN) PHASE IV 1 20,000      
(29) PROMOTING DEVELOPMENT OF OUTPATIENT PALLIATIVE CARE SERVICES IN CALIFORNIA'S PUBLIC HOSPITALS 1 19,840      
(30) QUALITY OF CARE FACTS AND FIGURES, 2013 1 43,500      
(31) RCFE INSPECTION REPORTS: ASSESSING THESE FORMS FOR FUTURE FREE THE DATA OPPORTUNITIES 1 12,000      
(32) REPORT ON COMMUNITY EFFORT TO REDUCE SURGICAL RATE VARIATION 1 1,125      
(33) RESEARCH & ANALYSIS FOR ON LET'S GET HEALTHY CALIFORNIA 1 2,500      
(34) SUPPORT FOR CALIFORNIA HEALTHLINE 1 4,500      
(35) SUPPORT TO DEVELOP PROPOSAL FOR LA-DHS PATIENT-CENTERED CARE GAP ANALYSIS AND ROADMAP DEVELOPMENT 1 15,000      
(36) TA FOR PALLIATIVE CARE ACTION COMMUNITY 1 85,500      
(37) THE CHANGING ROLE OF CALIFORNIA'S COUNTY-BASED HEALTH CARE SAFETY NET AND OPPORTUNITIES 1 40,000      
(38) TO PARTICIPATE ON LET'S GET HEALTHY CALIFORNIA 1 5,000      
(39) UPDATE LONG-TERM CARE CONTENT FOR CALQUALITYCARE.ORG RELAUNCH 1 15,000      
(40) UPDATE ON VARIATION (ALL OVER THE MAP) - IS ANYTHING CHANGING? 1 177,500      
(41) VARIATIONS IN CARE II - CANCER AND ORTHOPEDIC PROCEDURES 1 15,630      
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: BOTH GRANTS AND CONTRACTS FOR WORK WITH A CHARITABLE PURPOSE ARE TREATED AS GRANTS FOR THE PURPOSE OF FORM 990. A CONTRACT OR AWARD LETTER IS ISSUED, AS APPROPRIATE, AND INCLUDES THE PURPOSE OF THE GRANT, THE SCOPE OF WORK (IF APPLICABLE), A SCHEDULE OF DELIVERABLES, A SCHEDULE OF PAYMENTS AND THE REQUIREMENTS TO BE MET FOR THOSE PAYMENTS. WHEN GRANT DELIVERABLES ARE RECEIVED, THEY ARE REVIEWED BY STAFF WHO ARE RESPONSIBLE FOR DETERMINING IF THE DELIVERABLES MEET THE EXPECTATIONS OF THE GRANT. DELIVERABLES INCLUDE FINANCIAL REPORTS AND/OR INVOICES WHICH ARE REVIEWED AGAINST THE ORIGINAL BUDGET FOR THE GRANT TO ENSURE THAT FUNDS ARE EXPENDED FOR THE INTENDED PURPOSES. IN ADDITION, CHCF ANNUALLY AUDITS APPROXIMATELY 10% OF ITS ACTIVE GRANTS. THIS AUDIT IS CONDUCTED BY AN INDEPENDENT AUDITING FIRM WHICH, AMONG OTHER THINGS, CHECKS TO ENSURE THE ACCURACY OF GRANT FINANCIAL REPORTS AGAINST THE GRANTEE'S RECORDS.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)DR MARK SMITHPRESIDENT & CEO (ENDED 12/31/2013) (i)
(ii)
922,969
0
0
0
429,896
0
33,500
0
28,501
0
1,414,866
0
435,073
0
(2)CRAIG ZIEGLERVP FINANCE, ADMIN &INVESTS/TREASURER (i)
(ii)
341,784
0
0
0
15,198
0
124,575
0
35,571
0
517,128
0
0
0
(3)KIM GALVINDIRECTOR, HR & OPERATIONS/SECRETARY (i)
(ii)
182,247
0
0
0
600
0
33,855
0
23,838
0
240,540
0
0
0
(4)SAM KARPVP OF PROGRAMS (i)
(ii)
428,906
0
0
0
83,062
0
45,025
0
11,657
0
568,650
0
45,262
0
(5)GERALD COILSENIOR FELLOW (i)
(ii)
208,755
0
0
0
413
0
32,815
0
18,040
0
260,023
0
0
0
(6)MARGARET LAWSPRGM DIRECTOR, INNOV FOR UNERSERVED (i)
(ii)
223,827
0
0
0
1,879
0
38,505
0
12,312
0
276,523
0
0
0
(7)MARIBETH SHANNONPRGM DIRECTOR, MKT & POL MONITOR (i)
(ii)
227,320
0
0
0
718
0
42,557
0
35,456
0
306,051
0
0
0
(8)SPENCER SHERMANDIRECTOR, PUBLISHING & COMMUNICATION (i)
(ii)
212,277
0
0
0
0
0
39,312
0
28,193
0
279,782
0
0
0
(9)SANDRA SHEWRYDIRECTOR, STATE HEALTH POLICY (i)
(ii)
230,001
0
0
0
5,989
0
43,392
0
5,172
0
284,554
0
0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 4B PART I, LINE 4B: PARTICIPATION IN OR RECEIPT OF PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TERMS AND CONDITIONS OF THE PLAN: THE FOUNDATION'S SUPPLEMENTARY EMPLOYEE RETIREMENT PLAN (SERP) IS AN UNFUNDED NONQUALIFIED RETIREMENT PLAN UNDER IRS CODE SECTION 457(F). THE PLAN IS OPEN ONLY TO THE PRESIDENT/CEO, VP FINANCE, ADMIN & INVESTMENTS, AND THE VP PROGRAMS. AT THIS TIME THE PRESIDENT/CEO IS CREDITED $125,000 PER YEAR PLUS AN ALLOCATION FOR EARNINGS ON HIS BALANCE, AND THE OTHER TWO PARTICIPANTS ARE CREDITED 5% OF THEIR BASE CALENDAR SALARY. ALL AMOUNTS PAID AND ACCRUED ARE NOTED IN THE RECONCILIATION OF EXECUTIVE COMPENSATION BELOW. THIS PLAN WOUND DOWN AND WAS TERMINATED 6-30-2014. PART II: SUMMARY OF EXECUTIVE COMPENSATION. THE VARIOUS COMPONENTS ARE EXPLAINED IN MORE DETAIL LATER IN THE NOTES. MARK SMITH (B)(I) BASE COMPENSATION INCLUDES A $400,000 FOUR-YEAR RETENTION BONUS PAID IN DECEMBER OF 2013. (B)(III) $429,896 IN OTHER REPORTABLE COMPENSATION IS COMPOSED OF A $53,841 EXCESS SECTION 415 RETIREMENT PAYMENT, A $320,914 SERP PAYMENT IN DECEMBER OF 2013 COVERING CONTRIBUTIONS AND EARNINGS FOR 2012 AND 2013, $52,381 FOR A FINAL PTO PAYOUT AT TERMINATION, AND $2,760 FOR A LIFE INSURANCE POLICY. (C) $33,500 IN RETIREMENT AND DEFERRED COMPENSATION IS 401(K) FUNDING BY THE EMPLOYER. CRAIG ZIEGLER (B)(III) OTHER REPORTABLE COMPENSATION IS COMPOSED OF A $15,198 EXCESS SECTION 415 RETIREMENT PAYMENT. (C) $124,575 IN RETIREMENT AND DEFERRED COMPENSATION IS COMPOSED OF A $62,500 RETENTION BONUS ACCRUAL FOR THE CURRENT CALENDAR YEAR (OF A THREE YEAR $187,500 BONUS PAYABLE IN JULY OF 2014), A $17,348 SERP ACCRUAL FOR THE 2013 CALENDAR YEAR, AND $44,727 IN 401(K) FUNDING BY THE EMPLOYER. SAM KARP (B)(I) BASE COMPENSATION INCLUDES A $112,500 EIGHTEEN MONTH RETENTION BONUS PAID IN DECEMBER OF 2013. (B)(III) $83,062 IN OTHER REPORTABLE COMPENSATION IS COMPOSED OF A $59,700 EXCESS SECTION 415 RETIREMENT PAYMENT AND A $23,362 SERP PAYMENT IN DECEMBER OF 2013 COVERING CONTRIBUTIONS MADE BY THE FOUNDATION SINCE JULY OF 2012. (C) $45,025 IN RETIREMENT AND DEFERRED COMPENSATION IS 401(K) FUNDING BY THE EMPLOYER. PART II(B)(I), BASE COMPENSATION RETENTION BONUSES THE PRESIDENT/CEO, THE VP FINANCE, ADMIN & INVESTMENTS AND THE VP PROGRAMS ENTERED INTO EMPLOYMENT AGREEMENTS WITH THE FOUNDATION WHICH INCLUDE PROVISIONS FOR RETENTION BONUSES. ACCRUALS FOR THESE BONUSES ARE INCLUDED IN THE THESE OFFICERS' BENEFITS. THEY VEST AND ARE PAID OVER TIME AS STIPULATED IN THE AGREEMENTS. PAYMENTS ARE REPORTED AS BASE COMPENSATION AS THEY ARE PAID BASED ON LONGEVITY OF SERVICE AND NOT ON THE BASIS OF ACHIEVEMENT OF PERFORMANCE TARGETS. THE LAST OF THESE AGREEMENTS EXPIRED IN JUNE 2014. ALL AMOUNTS PAID ARE NOTED IN THE RECONCILIATION OF EXECUTIVE COMPENSATION ABOVE. PART II(B)(III), OTHER REPORTABLE COMPENSATION THERE ARE SIX ITEMS REPORTED IN THIS COLUMN: (1) PAYMENTS UNDER THE SERP PLAN DETAILED IN PART I, LINE 4B ABOVE AND WHICH ARE INCLUDED IN THE RECONCILIATION OF EXECUTIVE COMPENSATION. (2) EXCESS SECTION 415 RETIREMENT PLAN CONTRIBUTIONS PAID IN CASH. IN ADDITION TO PAYMENTS NOTED IN THE RECONCILIATION OF EXECUTIVE COMPENSATION ABOVE, ADDITIONAL PAYMENTS WERE MADE AS FOLLOWS: MARGARET LAWS: $1,839 MARIBETH SHANNON: $272 SANDRA SHEWRY: $5,439 (3) PAYMENTS OF UP TO $600 FOR THE YEAR FOR PARTICIPATION IN THE FOUNDATION'S WELLNESS PROGRAM ($1,136 TOTAL). (4) A $500 FLAT PAYMENT FOR WAIVING MEDICAL COVERAGE ($500 TOTAL). (5) $2,760 FOR A PREMIUM IN A LIFE INSURANCE POLICY FOR THE CEO. (6) PTO PAYOUTS FOR TERMINATING EMPLOYEES ($52,794 TOTAL). PART II(C), RETIREMENT AND OTHER DEFERRED COMPENSATION THERE ARE THREE ITEMS REPORTED IN THIS COLUMN: (1) RETENTION BONUSES SEE DESCRIPTION OF RETENTION BONUS PROGRAM UNDER PART II(B)(I) ABOVE. ALL AMOUNTS ACCRUED ARE DETAILED IN THE RECONCILIATION OF EXECUTIVE COMPENSATION ABOVE. (2) SERP ACCRUED SEE DESCRIPTION OF SERP UNDER PART I, LINE 4B ABOVE. ALL AMOUNTS ACCRUED ARE DETAILED IN THE RECONCILIATION OF EXECUTIVE COMPENSATION ABOVE. (3) 401(K) PLAN THE FOUNDATION HOSTS A 401(K) RETIREMENT PLAN FOR ALL EMPLOYEES WHICH HAS BASE EMPLOYER CONTRIBUTIONS, AN EMPLOYER MATCHING COMPONENT, AND EMPLOYEE CONTRIBUTIONS. EMPLOYER CONTRIBUTIONS INCLUDING THE MATCHING COMPONENT FOR THE EXECUTIVES ARE LISTED IN THE RECONCILIATION OF EXECUTIVE COMPENSATION. FIGURES REPORTED IN PART II(C) FOR ALL OTHER INDIVIDUALS REPRESENT 401(K) MATCH AND EMPLOYER CONTRIBUTIONS ONLY.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) SANDRA HERNANDEZ
 
SANDRA HERNANDEZ, PRESIDENT & CEO, IS A DIRECTOR AT BLUE SHIELD OF CA 421,368 PREMIUMS TO BLUE SHIELD OF CALIFORNIA FOR FOUNDATION'S HEALTH INSURANCE COVERAGE.   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE STAFF OF THE FOUNDATION IN COORDINATION WITH A PUBLIC ACCOUNTING FIRM. PRIOR TO FILING THE RETURN, IT IS REVIEWED IN DETAIL BY THE BOARD'S AUDIT COMMITTEE AND THEN REVIEWED WITH AND APPROVED BY THE FULL BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS & KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY. POTENTIAL CONFLICT INFORMATION IS COMPILED, REVIEWED BY THE VICE PRESIDENT OF FINANCE, ADMINISTRATION & OPERATIONS, AND THEN REPORTED TO THE FULL BOARD OF DIRECTORS FOR THEIR ACKNOWLEDGMENT AND CONFIRMATION. THROUGHOUT THE YEAR AS TRANSACTIONS ARE ENTERED INTO, STAFF AND BOARD MEMBERS ARE ALSO REQUIRED TO SELF-REPORT POTENTIAL CONFLICTS OF INTEREST WHETHER OR NOT THE CONFLICT WAS ORIGINALLY IDENTIFIED ON THE ANNUAL LISTING. NEW VENDOR AND GRANTEE ACTIVITY IS ALSO MONITORED AGAINST THE CONFLICT OF INTEREST LISTING. WHEN A CONFLICT IS IDENTIFIED, THE PERSON WITH THAT CONFLICT IS REQUIRED TO RECUSE THEMSELVES FROM ANY DECISION MAKING WITH RESPECT TO THE TRANSACTION OR ACTIVITY GIVING RISE TO THE POTENTIAL CONFLICT. IN ADDITION, CHCF'S CONFLICT OF INTEREST POLICY HAS A SPECIFIC PROHIBITION AGAINST PRIVATE INUREMENT AND EXCESS BENEFIT TRANSACTIONS WITH RESPECT TO ANY TRANSACTION IN WHICH CHCF PARTICIPATES.
FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION HAS A DOCUMENTED COMPENSATION PROGRAM, INCLUDING A COMPENSATION PHILOSOPHY AND POLICIES AND PROCEDURES. AS PART OF THOSE POLICIES AND PROCEDURES, THE FOUNDATION ENGAGES INDEPENDENT COMPENSATION CONSULTANTS TO DEVELOP MARKET COMPARABLES, SURVEY THE MARKET BASED ON THOSE MARKET COMPARABLES, AND BENCHMARK THE FOUNDATION'S SALARIES AND TOTAL COMPENSATION TO MARKET DATA. THE FOUNDATION'S COMPENSATION PROGRAM, INCLUDING SALARIES AND TOTAL COMPENSATION LEVELS, ARE REVIEWED AND APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AND FORM 990 AVAILABLE ON ITS WEBSITE, WWW.CHCF.ORG. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION A COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, ETC.: PLEASE REFER TO SCHEDULE J FOR ADDITIONAL DETAIL REGARDING COMPENSATION.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) OAC PROPERTIES LLC
1438 WEBSTER STREET SUITE 400
OAKLAND,CA94612
RENTAL PROPERTY CA 1,195,370 24,445,819 CALIFORNIA HEALTHCARE FOUNDATION
 
(2) CALIFORNIA JOINT REPLACEMENT REGISTRY LLC
1438 WEBSTER STREET SUITE 400
OAKLAND,CA94612
HUMAN JOINT REPLACEMENT REGISTRY DE 215,000 214,899 CALIFORNIA HEALTHCARE FOUNDATION
 








Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
 
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
 
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
 
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
 
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
 
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version: