Form990


Department of the TreasuryInternal 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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
BCheck if applicable:
CName of organization
The CareSource Foundation
 
% JANET FERNANDES
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO Box 8738
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Dayton, OH454018738
D Employer identification number

56-2582561
E Telephone number

G Gross receipts $ 3,668,665
F Name and address of principal officer:
Erhardt Preitauer
Same as C above
Dayton,OH45401
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.caresource.com
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  
K Form of organization:  
L Year of formation: 2006
M State of legal domicile: OH
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: To invest in initiatives and organizations that make a lasting difference in CareSource's members' lives & in their communities by improving their health & well-being.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 8
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 6
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 3,500,000 3,500,000
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 32,442 168,665
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 3,532,442 3,668,665
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 4,281,617 3,459,510
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) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 367,140 227,658
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,648,757 3,687,168
19 Revenue less expenses. Subtract line 18 from line 12....... -1,116,315 -18,503
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,633,400 1,136,861
21 Total liabilities (Part X, line 26)............. 1,031,136 399,484
22 Net assets or fund balances. Subtract line 21 from line 20..... 602,264 737,377
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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: THE CARESOURCE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO FURTHER THE CHARITABLE PURPOSES OF THE INTERNAL REVENUE CODE SECTION 501(C)(3) ORGANIZATIONS WITHIN THE CARESOURCE FAMILY OF COMPANIES (CONTINUED ON SCHEDULE O).
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 $ 3,459,510 including grants of $ 3,459,510 ) (Revenue $ 0 )
Since 2006, The CareSource Foundation has awarded more than $32 million to nonprofits that are working to eliminate poverty, provide much-needed services to low-and moderate-income families, encourage healthy communities, develop innovative approaches to address critical health issues and enhance the lives of a diverse array of children, adults and families (Continued on Schedule O).
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses3,459,510
Form 990 (2023)
Form 990 (2023)
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 AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
 
No
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 Rev. Proc. 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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
......
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
List of Attached Documents:
// Content
...................
11a
 
No
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
List of Attached Documents:
// Content
.......
11b
 
No
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
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
List of Attached Documents:
// Content
11e
Yes
 
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
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
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.........
14b
 
No
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 IV.....
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...
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
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
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.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
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
List of Attached Documents:
// Content
33
 
No
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
List of Attached Documents:
// Content
34
Yes
 
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............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
0
b
Enter the number of Forms W-2G included on 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
 
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
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
 
 
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:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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
 
No
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
 
No
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
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
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
8
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
6
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
Yes
 
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
Yes
 
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
Yes
 
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 on 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 on 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
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process on 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 filed
OH
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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, address, and telephone number of the person who possesses the organization's books and records:
JANET FERNANDESPO BOX 8738   Dayton,OH454018738 (937) 224-3300
Form 990 (2023)
Form 990 (2023)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) Erhardt Preitauer......................................................................
CEO (To 3/23), Pres, Trustee
 1.0
.................
59.0 		X   X       0 7,982,382 4,047,739
(2) Richard Topping......................................................................
Sec (Eff 3/23), Trustee
 1.0
.................
59.0 		X   X       0 2,429,434 942,437
(3) Lawrence Smart......................................................................
CFO (To 3/23) then Treasurer
 1.0
.................
59.0 		    X       0 2,282,374 712,492
(4) Scott Markovich......................................................................
Trustee (To 3/23)
 1.0
.................
59.0 		X           0 2,046,512 861,652
(5) Jai Pillai......................................................................
Chief Operating Ofr (To 4/23)
 1.0
.................
59.0 		    X       0 1,975,288 15,770
(6) Daniel McCabe......................................................................
Former Chief Admin Officer
 0.0
.................
0.0 		          X 0 140,542 0
(7) Ellen Leffak......................................................................
Trustee
 1.0
.................
0.0 		X           0 4,000 0
(8) J Thomas Maultsby......................................................................
Trustee
 1.0
.................
0.0 		X           0 4,000 0
(9) James Gross......................................................................
Sec/Trs then 2nd V Chair, Ttee
 1.0
.................
0.0 		X           0 4,000 0
(10) Kenneth Herr......................................................................
Vice Chair, Trustee
 1.0
.................
0.0 		X           0 4,000 0
(11) RoNita Hawes-Saunders......................................................................
Chair, Trustee
 1.0
.................
0.0 		X           0 4,000 0
(12) William Marsteller......................................................................
Trustee
 1.0
.................
0.0 		X           0 4,000 0










Form 990 (2023)
Form 990 (2023)
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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;


























1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 0 16,880,532 6,580,090
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0
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
Yes
 
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
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 3,500,000
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 3,500,000
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 0
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 168,665     168,665
4 Income from investment of tax-exempt bond proceeds 0      
5 Royalties........... 0      
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c 0 0
d Net rental income or (loss)....... 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a    
b Less: cost or other basis and sales expenses 7b    
c Gain or (loss) 7c    
d Net gain or (loss)......... 0      
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events.. 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities.. 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory.. 0      
OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 0
12 Total revenue. See instructions..... 3,668,665     168,665
Form 990 (2023)
Form 990 (2023)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 3,447,010 3,447,010
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 12,500 12,500
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 0      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 0      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 0      
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 0      
c Accounting ........... 0      
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 0      
12 Advertising and promotion .... 0      
13 Office expenses ....... 0      
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 0      
17 Travel ............ 0      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 0      
23 Insurance ... 0      
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 MGMT FEE CARESOURCE 227,458 0 227,458 0
b FILING FEES 200 0 200 0
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 3,687,168 3,459,510 227,658 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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 1,633,400 2 1,131,861
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 0 4 5,000
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 0 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b   0 10c 0
11 Investments—publicly traded securities . 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,633,400 16 1,136,861
Liabilities 17 Accounts payable and accrued expenses ..... 0 17 0
18 Grants payable ... 1,017,371 18 380,425
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
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 13,765 25 19,059
26 Total liabilities. Add lines 17 through 25.. 1,031,136 26 399,484
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 602,264 27 737,377
28 Net assets with donor restrictions ........... 0 28 0
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 602,264 32 737,377
33 Total liabilities and net assets/fund balances ........ 1,633,400 33 1,136,861
Form 990 (2023)
Form 990 (2023)
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
3,668,665
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
3,687,168
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-18,503
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
602,264
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
153,616
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
737,377
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2023)
Form 990 (2023)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
The CareSource Foundation
 
Employer identification number

56-2582561
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
f
Enter the number of supported organizations ............................... 6
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) CARESOURCE OHIO INC
  		311143265 10   No 2,120,510 0
(B) CARESOURCE INDIANA INC
  		320121856 10   No 516,500 0
(C) CARESOURCE KENTUCKY CO
  		464991603 10   No 26,000 0
(D) CARESOURCE WEST VIRGINIA CO
  		473028244 10   No 15,000 0
(E) CARESOURCE GEORGIA CO
  		472408339 10   No 781,500 0
(F) CARESOURCE LIFE SERVICES CO
  		811602217 10   No 0 0
Total
6
 3,459,510  
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
No
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
No
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2023 		(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2023. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2024. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 


Return Reference Explanation
Form 990, Schedule A, Part IV, Section A, Question 1 The Articles of Incorporation state that The CareSource Foundation is organized and operated to carry out the purposes of one or more organizations that are within its class of Supported Organizations. The class of Supported Organizations includes organizations that: (1) Maintain exemption from federal income taxation under section 501(c)(3) of the Internal Revenue Code of 1986 ("Code"); (2) Maintain classification as a public charity under sections 509(a)(1) or 509(a)(2) of the Code; and (3) Operate in a manner consistent with section 501(c)(3) of the Code for the purpose of addressing the social determinants of health, which include alleviating poverty and reducing barriers that impede access to healthcare. Additionally, The CareSource Foundation is a supporting organization to the IRC Section 501(c)(3) organizations classified as public charities that are members of the CareSource Family of Nonprofit organizations. Although not mentioned by name in the Articles of Incorporation, those organizations include CareSource Ohio, Inc., CareSource Indiana, Inc., CareSource Georgia Co., CareSource Kentucky Co., CareSource West Virginia Co., and CareSource Life Services Co. (collectively referred to as the "CareSource Public Charities").
Form 990, Schedule A, Part IV, Section A, Question 6 In furtherance of the charitable purposes of the CareSource Public Charities, which primarily operate to improve the health and overall well-being of low-income populations, The CareSource Foundation improves the lives of the underserved by providing grants on behalf of, and pursuant to the instructions from, the CareSource Public Charities to other charitable organizations that deliver a broad array of health and human services and programs in support of their purposes.
Form 990, Schedule A, Part IV, Section C, Question 1 As noted above, The CareSource Foundation is a supporting organization to the members of the CareSource family of nonprofit entities that are classified as charitable organizations under section 501(c)(3) of the IRC and public charities under section 509(a) of the IRC. The CareSource Foundation was "supervised or controlled in connection with" the CareSource Public Charities, its supported organizations, because control and management of The CareSource Foundation and the CareSource Public Charities were largely vested in the same individuals. During 2023, The CareSource Foundation and each of the CareSource Public Charities had board member and/or officer overlap through Erhardt Preitauer, Jai Pillai (through 4/12/2023), Richard Topping, Lawrence Smart, and Scott Markovich (through 4/30/2023).
Schedule A (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
The CareSource Foundation
 
Employer identification number

56-2582561
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
The CareSource Foundation
  		Employer identification number
56-2582561
Part I
Contributors
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


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
The CareSource Foundation
  		Employer identification number

56-2582561
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
The CareSource Foundation
  		Employer identification number

56-2582561
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2023)
Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
The CareSource Foundation
 
Employer identification number

56-2582561
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (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 right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on 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" on 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" on 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 .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow  
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
RELATED PARTY PAYABLE 19,059








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 19,059
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) 2022

Schedule D (Form 990) 2022
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
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  
3 Subtract line 2e from line 1.................. 3  
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  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
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  
3 Subtract line 2e from line 1................... 3  
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  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
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
FIN 48 (ASC 740) Footnote As outlined in CareSource's Audited Consolidated Financial Statements, which include the activity of The CareSource Foundation, the Company annually reviews its tax positions and has determined that there are no material uncertain tax positions that require recognition in the consolidated financial statements. Currently, tax years 2020-2022 are open for audit by the Internal Revenue Service.
Schedule D (Form 990) 2022


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
The CareSource Foundation
 
Employer identification number
56-2582561
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) THE VILLAGES OF INDIANA INC
2405 N SMITH PIKE
BLOOMINGTON,IN47404 		35-1708240 501(C)(3) 200,500       VIRTUAL BEHAVIORAL HEALTH CLINIC
(2) DAYTON METRO LIBRARY
215 E THIRD ST
DAYTON,OH45402 		31-6000100 DAYTON PUB LIB 174,000       PEDESTRIAN BUSING PROJECT
(3) ASCENSION ST VINCENT FOUNDATION
250 W 96TH ST
STE 470
Indianapolis,IN46260 		35-6088862 501(C)(3) 150,000       PEYTON MANNING CHIDLREN'S HOSPITAL AT ASCENSION ST. VINCENT PEDIATRIC NURSE NAVIGATION PROGRAM
(4) BEACON HEALTH FOUNDATION INC
615 N MICHIGAN ST
SOUTH BEND,IN46601 		35-1536129 501(C)(3) 100,000       MATERNAL CARE COORDINATION
(5) STATEWIDE INDEPENDENT LIVING COUNCIL OF GEORGIA
315 W PONCE DE LEON AVE
STE 660
DECATUR,GA30030 		58-2203686 501(C)(3) 90,000       DISABILITY ESSENTIALS 2.0
(6) INTEGRATED SERVICES FOR BEHAVIORAL HEALTH
1950 MT ST MARYS DR
NELSONVILLE,OH45764 		31-1472366 501(C)(3) 83,000       ISBH CHW TRAINING PROGRAM
(7) THE HEALTHCARE CONNECTION
1401 STEFFEN AVE
CINCINNATI,OH45215 		31-0822524 501(C)(3) 80,000       HYPERTENSION CONTROL CLASSES
(8) GRANDVIEW FOUNDATION
405 W GRAND AVE
DAYTON,OH45405 		31-1649591 501(C)(3) 75,000       CASSANO AND CARESOURCE: COMMUNITY HEALTH WORKER PARTNERSHIP TO SUPPORT PATIENT OUTCOMES
(9) CAMP TWIN LAKES INC
1100 SPRING ST NW
STE 406
ATLANTA,GA30309 		58-1826782 501(C)(3) 50,000       THERAPEUTIC RECREATIONAL PROGRAMMING FOR YOUTH WITH SERIOUS ILLNESSES, DISABILITIES AND LIFE CHALLENGES AND THEIR FAMILIES
(10) CREATIVE COMMUNITY SERVICES INC
1650 OAKBROOK DR
STE 445
NORCROSS,GA30093 		58-1581610 501(C)(3) 50,000       THERAPEUTIC FOSTER CARE BEHAVIOR INTERVENTION/MENTOR PROGRAM
(11) THE FAMILY CAFE
820 E PARK AVE
STE F-100
TALLAHASSE,FL32301 		59-3611485 501(C)(3) 50,000       25TH ANNIVERSARY SPONSORSHIP
(12) KIDS-DOC-ON-WHEELS INC
4112 E PONCE DE LEON
STE 2
CLARKSTON,GA30021 		81-3823874 501(C)(3) 50,000       PEDIATRIC MOBILE & TELEMEDICINE SERVICE: TITLE I SCHOOLS
(13) COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC
7880 LINCOLN HWY
LISBON,OH44432 		34-6565185 501(C)(3) 50,000       EAST PALESTINE SUPPORT
(14) CADRE INC
1743 HARDIN AVE
COLLEGE PARK,GA30337 		81-1219331 501(C)(3) 50,000       STARTUP DEVELOPMENT OF THE VILLAGE CONCEPT IN EAST POINT
(15) TAKE STOCK IN CHILDREN
2929 E COMMERCIAL BLVD
STE 408
FT LAUDERDALE,FL33308 		59-3331584 501(C)(3) 50,000       ADDRESSING HEALTH DISPARITIES THROUGH COLLEGE ACCESS
(16) RESCUING HOPE INC
1750 POWDER SPRINGS RD
STE 190 BOX 112
MARIETTA,GA30064 		47-3356764 501(C)(3) 50,000       RESCUING HOPE SURVIVOR ACADEMY
(17) GEORGIA SHERIFF'S ASSOCIATION
1000 SHERIFFS WAY
MADISON,GA30650 		58-0808948 501(C)(3) 50,000       HUMAN TRAFFICKING PREVENTION
(18) EPISCOPAL CHILDREN'S SERVICES
8649 BAYPINE RD
BLDG 7 STE 300
JACKSONVILLE,FL32256 		59-1146765 501(C)(3) 50,000       GETTING A HEAD START ON LIFE
(19) SINGLE PARENTS ROCK
130 W WENGER RD
STE D
ENGLEWOOD,OH45322 		83-3451118 501(C)(3) 50,000       2023 EMERGENCY VICTIM SUPPORT
(20) NAMI OHIO
1225 DUBLIN RD
STE 125
COLUMBUS,OH43215 		31-1073968 501(C)(3) 50,000       THE SPOTLIGHT: TO SHINE A LIGHT ON MENTAL HEALTH
(21) DRUMGOOLE FAMILY INITIATIVES
410 FERNHURST LANE
EVANS,GA30809 		85-3240077 501(C)(3) 50,000       BRIDGE BUILDER COMMUNITIES
(22) OHIO COMMUNITY DEVELOPMENT CORPORATION ASSOCIATION
100 E BROAD ST
STE 3250
COLUMBUS,OH43215 		31-1109984 501(C)(3) 50,000       EMPOWERING COMMUNITIES - LUCAS COUNTY
(23) FLORIDA EDUCATION FOUNDATION
325 W GAINES ST
STE 1524
TALLAHASSEE,FL32399 		59-2718509 501(C)(3) 50,000       HOPE FLORIDA FUND
(24) WELLSTAR FOUNDATION INC
1800 PARKWAY PLACE
MARIETTA,GA30067 		58-1627413 501(C)(3) 50,000       WELLSTAR CENTER FOR EXCELLENCE IN COMPLEX CARE
(25) OHIO SUICIDE PREVENTION FOUNDATION
175 S THIRD ST
STE 700
COLUMBUS,OH43215 		20-3476310 501(C)(3) 50,000       UNIVERSITY OF DAYTON SPOTLIGHT ON MENTAL HEALTH
(26) VICTORIA THEATRE ASSOCIATION
138 N MAIN ST
DAYTON,OH45402 		31-0897638 501(C)(3) 50,000       DISCOVERY SERIES: STUDENT OUTREACH & ACCESSIBILITY
(27) GEORGIA MENTAL HEALTH CONSUMER NETWORK INC
1990 LAKESIDE PWKY
STE 100
TUCKER,GA30084 		58-1981093 501(C)(3) 50,000       PEER WORKFORCE DEVELOPMENT & EXPANSION
(28) THE MOREHOUSE SCHOOL OF MEDICINE INC
720 WESTVIEW DR SW
ATLANTA,GA30310 		58-1438873 501(C)(3) 50,000       MOREHOUSE SCHOOL OF MEDICINE COMPLEX CARE INIATIVE
(29) LEAD TRAINING
5325 DEERFIELD BLVD
MASON,OH45040 		83-0909806 501(C)(3) 49,040       MEDICAL CAREER PATHWAYS PROGRAM
(30) KIDS IN NEW DIRECTIONS INC
2338 E 5TH ST
DAYTON,OH454035604 		85-3496804 501(C)(3) 45,000       "KIND CARE" PROGRAM
(31) APPALACHIAN CHILDREN COALITION
5 DEPOT ST
ATHENS,OH457012713 		85-2549780 501(C)(3) 40,000       APPALACHIAN CHILDREN COALITION PROGRAM EXPANSION
(32) GEORGIA COUNCIL FOR RECOVERY
2310 PARKLAKE DR NE
STE 540
ATLANTA,GA303452904 		58-2045112 501(C)(3) 40,000       FOUR BRINGS MORE - FUNDING TO SUPPORT GC4R IN ADVOCACY, EDUCATION, TRAINING AND BUILDING A PEER WORKFORCE
(33) LEARN TO EARN DAYTON
200 S KEOWEE ST
DAYTON,OH454022242 		81-0823777 501(C)(3) 37,000       FAIRVIEW ELEMENTARY GARDEN
(34) HEART OF INDIANA UNITED WAY
PO BOX 968
MUNCIE,IN47308 		35-0996148 501(C)(3) 36,000       COVERING KIDS & FAMILIES
(35) BUILDING HOPE IN THE CITY
PO BOX 93568
CLEVELAND,OH44101 		33-1072830 501(C)(3) 30,000       EXPANDING MENTAL HEALTH EDUCATION & ACCESS FOR REFUGEE AND IMMIGRANT COMMUNITIES
(36) WRIGHT STATE UNIVERSITY FOUNDATION
3640 COLONEL GLENN HWY
DAYTON,OH45435 		23-7019799 501(C)(3) 30,000       TAKE FLIGHT
(37) GEORGIA PARENT SUPPORT NETWORK INC
1381 METROPOLITAN PKWY SW
ATLANTA,GA30310 		58-1899034 501(C)(3) 30,000       HOUSE OF HOPE - STREET OUTREACH
(38) SINCLAIR COMMUNITY COLLEGE FOUNDATION
444 W THIRD ST
DAYTON,OH454021421 		23-7032312 501(C)(3) 30,000       TARTAN TOPS FUNDING
(39) PIPER'S ANGELS FOUNDATION INC
11438 US HWY 1
PALM BEACH GARDENS,FL33408 		81-2697278 501(C)(3) 25,000       ADVERSITY IS THE STARTING LINE FOR COURAGE
(40) MIAMI LIGHTHOUSE FOR THE BLIND & VISUALLY IMPAIRED
601 SW 8TH AVE
MIAMI,FL33130 		59-0637847 501(C)(3) 25,000       HELP VISUALLY IMPAIRED EARLY LEARNERS THRIVE
(41) BRAIN INJURY ASSOCIATION OF KANSAS
6701 W 64TH ST
STE 120
OVERLAND PARK,KS66202 		48-0941609 501(C)(3) 25,000       TBI AWARENESS
(42) FIRST LADY'S CHARITABLE FOUNDATION
PO BOX 340734
COLUMBUS,OH43234 		87-1678867 501(C)(3) 25,000       FIRST LADY'S LUNCHEON SIGNATURE SPONSORSHIP TO HELP FEED FAMILES & CHILDREN FACING HUNGER
(43) DOLLY PARTON'S IMAGINATION LIBRARY OF OHIO
PO BOX 340734
COLUMBUS,OH43234 		84-1826095 501(C)(3) 25,000       1,000 GOLDILOCKS AND THE THREE BEARS BOOKS
(44) VOLUNTEER FLORIDA FOUNDATION INC
1545 RAYMOND DIEHL RD
STE 250
TALLAHASSEE,FL32308 		01-0973168 501(C)(3) 25,000       FLORIDA DISASTER FUND
(45) BOONSHOFT MUSEUM OF DISCOVERY
2600 DEWEESE PKWY
DAYTON,OH45414 		31-0585917 501(C)(3) 25,000       MUSEUMS FOR ALL AT THE DAYTON SOCIETY OF NATURAL HISTORY
(46) GLAD HOUSE
1994 MADISON RD
CINCINNATI,OH45208 		31-1399871 501(C)(3) 25,000       CHAMPS PROGRAM
(47) HANNAH'S TREASURE CHEST
124 WESTPARK RD
CENTERVILLE,OH45459 		31-1772684 501(C)(3) 25,000       BRIGHTER SMILES DENTAL PROGRAM
(48) BOYS & GIRLS CLUB OF DAYTON INC
1828 W STEWART ST
DAYTON,OH45417 		31-0536657 501(C)(3) 25,000       RESOURCE DEVELOPMENT & MARKETING
(49) 4 PAWS FOR ABILITY
207 DAYTON AVE
XENIA,OH45385 		31-1625484 501(C)(3) 25,000       SERVICE DOG LITTER SPONSORSHIP & GENERAL OPERATING EXPENSES
(50) FLORIDA BEHAVIORAL HEALTH ASSOCIATION
316 E PARK AVE
TALLAHASSEE,FL323011514 		59-1657087 501(C)(3) 25,000       MEASUREMENT BASED CARE
(51) HABITAT FOR HUMANITY OF GREATER DAYTON
115 W RIVERSIDE AVE
DAYTON,OH45405 		31-1104456 501(C)(3) 25,000       GENERAL PROGRAM SPONSORSHIP
(52) TEXAS SOUTHERN UNIVERSITY FOUNDATION
3100 CLEBURNE ST
HANNAH HALL
HOUSTON,TX77004 		74-1620415 501(C)(3) 25,000       GULF COAST COLLABORATIVE CENTER FOR MATERNAL HEALTH RESEARCH, EDUCATION, ADVANCED TRAINING, COMMUNITY ENGAGEMENT, HEALTH EQUITY AND JUSTICE AT TEXAS SOUTHERN UNIVERSITY
(53) WHO WE PLAY FOR INC
106 DELEON RD
COCOA BEACH,FL32931 		46-2485938 501(C)(3) 25,000       HEART SCREENING FOR GEORGIA'S HBCU'S
(54) COASTAL GEORGIA CAREGIVERS NETWORK INC
1181 COASTAL DR SW
DARIEN,GA313056154 		56-2519888 501(C)(3) 24,000       AAA WELLNESS ON WHEELS (WOW)
(55) THE FOOD BANK
56 ARMOR PLACE
DAYTON,OH45417 		86-1082880 501(C)(3) 22,500       FOOD & DELIVERY FOR MAHONING VALLEY FOOD BANK
(56) KOINONIA HOMES INC
6161 OAK TREE BLVD
STE 400
INDEPENDENCE,OH44131 		23-7412318 501(C)(3) 20,000       WHOLE-PERSON INTEGRATED CARE
(57) CHILD CANCER FUND INC
841 PRUDENTIAL DR
12TH FLOOR
JACKSONVILLE,FL32207 		59-3359840 501(C)(3) 20,000       SUPPORTING FAMILIES FIGHTING CHILDHOOD CANCER
(58) THE ABLE TRUST
1709 HERMITAGE BLVD
STE 100
TALLAHASSEE,FL32308 		59-3052307 501(C)(3) 20,000       EMPOWERING DISABILITY INCLUSION
(59) WOLFSON CHILDREN'S HOSPITAL
800 PRUDENTIAL DR
JACKSONVILLE,FL32207 		59-2487135 501(C)(3) 20,000       COORDINATED CARE FOR OUR REGION'S MEDICALLY COMPLEX CHILDREN
(60) BOOMERANG BACKPACKS INC
4616 E DUPONT RD
STE C
FORT WAYNE,IN46825 		80-0570852 501(C)(3) 20,000       2023-2024 SCHOOL YEAR WEEKEND FEEDING PROGRAM
(61) PREVENT BLINDNESS GEORGIA
270 CARPENTER DR
STE 606
SANDY SPRINGS,GA30328 		58-6050305 501(C)(3) 20,000       STAR PUPILS - CHILDREN'S CIRCLE OF VISION CARE
(62) AT HOME BY HIGH
692 N HIGH ST
STE 306
COLUMBUS,OH43215 		82-1607009 501(C)(3) 20,000       ENGAGING OLDER ADULTS
(63) UNIVERSITY OF DAYTON
300 COLLEGE PARK AVE
DAYTON,OH45469 		31-0536715 501(C)(3) 20,000       DAYTON DIGITAL LITERACY
(64) EVANS MEMORIAL HOSPITAL INC
PO BOX 518
CAXTON,GA304170518 		58-2257925 501(C)(3) 20,000       OUTPATIENT CARDIOPULMONARY REHABILITION PROGRAM
(65) HEART 2 HEART
8536 CROW DR
STE 110
MACEDONIA,OH44056 		46-0731643 501(C)(3) 20,000       DENTAL DESENSITIZATION
(66) ARTEMIS CENTER FOR ALTERNATIVES TO DOMESTIC VIOLEN
310 W MONUMENT AVE
DAYTON,OH45402 		31-1120194 501(C)(3) 20,000       ADVOCACY SERVICES FOR SURVIVORS OF DOMESTIC VIOLENCE & THEIR CHILDREN
(67) AMERICAN RED CROSS MIAMI VALLEY
370 W FIRST ST
DAYTON,OH45402 		53-0196605 501(C)(3) 20,000       BLOOD DIVERSITY - SICKLE CELL INITIATIVE
(68) BETTER TOGETHER
15275 COLLIER BLVD
STE 201-284
NAPLES,FL34119 		47-5591391 501(C)(3) 15,000       STRENGTHENING FAMILIES THROUGH THE POWER OF COMMUNITY
(69) SUNSHINE PHYSICAL THERAPY CLINIC
1705 17TH AVE
VERO BEACH,FL32960 		59-0806983 501(C)(3) 15,000       PROVIDING SUNSHINE TO OUR COMMUNITY
(70) PARENT TO PARENT OF MIAMI
7990 SW 117TH AVE
STE 200
MIAMI,FL33183 		65-0022052 501(C)(3) 15,000       DISABILITY TALK IN YOUR NATIVE LANGUAGE
(71) URBAN HEALTH PARTNERSHIPS INC
1800 SW 1ST AVE
STE 205
MIAMI,FL33129 		45-3332540 501(C)(3) 15,000       CO-CREATING HEALTHY, EQUITABLE COMMUNITIES IN SOUTHEAST FLORIDA
(72) CANCER SUPPORT COMMUNITY CENTRAL OHIO
1200 OLD HENDERSON RD
COLUMBUS,OH43220 		20-1388385 501(C)(3) 15,000       HEALTH EQUITY INITIATIVES FOR CANCER PATIENTS, SURVIVORS AND CAREGIVERS
(73) FROM FATHERLESS TO FEARLESS
PO BOX 8402
WEST CHESTER,OH45069 		86-2068724 501(C)(3) 15,000       B.R.I.D.G.E. PROGRAM SPONSORSHIP
(74) CITRUS HEALTH NETWORK INC
4175 W 20TH AVE
HIALEAH,FL33012 		59-1865751 501(C)(3) 15,000       HELPING FAMILIES HEAL & CHILDREN THRIVE
(75) LEGAL AID SOCIETY OF CLEVELAND
1223 W SIXTH ST
CLEVELAND,OH44113 		34-0866026 501(C)(3) 15,000       PROMOTING ACADEMIC SUCCESS FOR CHILDREN WITH COMPLEX NEEDS THROUGH LEGAL AID
(76) VAC - VOLUNTEER AGING COUNCIL INC
1001 UNIVETER RD
CANTON,GA301158237 		58-2583666 501(C)(3) 12,500       HEALTH FAIR
(77) MUSKINGUM COUNTY DRUG ALCOHOL & SUBSTANCE ABUSE
1127 W MAIN ST
ZANESVILLE,OH437016927 		31-1012162 501(C)(3) 12,370       "TOO GOOD FOR DRUGS" PROGRAM SPONSORSHIP
(78) NATIONAL KIDNEY FOUNDATION
PO BOX 40544
BAY VILLAGE,OH44140 		13-1673104 501(C)(3) 11,850       NORTHERN OHIO DEI QUARTERLY PROGRAM
(79) THE SALVATION ARMY
1000 N KEOWEE ST
DAYTON,OH45404 		13-5562351 501(C)(3) 10,000       DAYTON KROC SC CALENDAR YEAR SOCCER SEASON
(80) GUIDING LIGHT MENTORING
4141 HAMILTON AVE
STE 1
CINCINNATI,OH45223 		47-1683576 501(C)(3) 10,000       YOUTH EDUCATION PROGRAM
(81) DARE TO DREAM YOUNG GIRLS NETWORK INC
215 E 5TH AVE
TALLAHASSEE,FL32303 		20-3027716 501(C)(3) 10,000       RESILIENT, RESTORED, REJUVENATED
(82) CAPITAL AREA HEALTHY START COALITION INC
1311 N PAUL RUSSELL RD
STE A101
TALLAHASSEE,FL32301 		59-3145687 501(C)(3) 10,000       EVERY BABY DESERVES A HEALTHY START!
(83) EARLY LEARNING COALITION OF NORTHWEST FLORIDA
4636 HIGHWAY 90
STE P
MARIANNA,FL324463508 		02-0751749 501(C)(3) 10,000       HELP ME GROW - HELPING NORTHWEST FLORIDA
(84) CHAPTER'S HEALTH SYSTEM INC
12470 TELECOM DR
STE 300
TEMPLE TERRACE,FL33637 		59-2264957 501(C)(3) 10,000       A CONSTELLATION OF COMPASSIONATE CARE
(85) MARCH OF DIMES INC
1550 CRYSTAL DR
STE 1300
ARLINGTON,VA22202 		13-1846366 501(C)(3) 10,000       MATERNAL MENTAL HEALTH: MOM'S MENTAL HEALTH AFFECTS FAMILY
(86) OUTCARE HEALTH INC
6101 N KEYSTONE AVE
STE 100 1211
INDIANAPOLIS,IN46220 		81-2791484 501(C)(3) 10,000       LGBTQ+ COMMUNITY PROGRAMMING, INITIATIVES & SERVICES
(87) AMERICAN HEART ASSOCIATION
7751 BAYMEADOWS RD E
STE 106F
JACKSONVILLE,FL32256 		13-5613797 501(C)(3) 10,000       AMERICAN HEART HEROES
(88) TOUGALOO COLLEGE
500 W COUNTY LINE RD
TOUGALOO,MS39174 		64-0303093 501(C)(3) 10,000       THE PRAXIS LAB INITIATIVE AT TOUGALOO COLLEGE
(89) MERRICK HOUSE
1050 STARKWEATHER AVE
CLEVELAND,OH44113 		34-0714463 501(C)(3) 10,000       MOMSFIRST PROGRAM
(90) NORTHEAST GEORGIA REGIONAL COMMISSION INC
305 RESEARCH DR
ATHENS,GA306052725 		58-0902860 501(C)(3) 10,000       THE NEWTON COUNTY SENIOR SERVICES HEALTH EXPO
(91) GALA OF HOPE FOUNDATION
3500 PENTAGON BLVD
STE 500
BEAVERCREEK,OH45431 		46-4277044 501(C)(3) 10,000       ASSISTANCE FOR MILITARY VETERANS WITH CANCER
(92) BUILDING RESPONSIBILITY EQUALITY & DIGNITY
404 S 3RD ST
COLUMBUS,OH43215 		31-1467082 501(C)(3) 10,000       FAMILY FIRST! HOUSING NOW!
(93) FOODCHAIN
501 W SIXTH ST
STE 105
LEXINGTON,KY40508 		45-4088193 501(C)(3) 10,000       POWER OF PRODUCE KIDS CLUB
(94) GATEWAY CHILDREN'S SERVICES
37 N MAYSVILLE ST
MT STERLING,KY40353 		61-1033836 501(C)(3) 10,000       PARENTING SKILLS CLASSES FOR PARENTS WITH LOW TO MODERATE MENTAL HEALTH CHALLENGES & SUBSTANCE MISUSE DISORDER
(95) THE FOUNDATION OF MONONGALIA GENERAL HOSPITAL
1200 JD ANDERSON DR
MORGANTOWN,WV26505 		55-0570338 501(C)(3) 10,000       MINDFULNESS BASED RESILIENCY FOR NURSES (MBRN)
(96) SICSA
8172 WASHINGTON CHURCH RD
WASHINGTON TOWNSHIP,OH45458 		23-7367199 501(C)(3) 10,000       GENERAL PROGRAM SPONSORSHIP
(97) EMPOWER OUR YOUTH FOUNDATION
PO BOX 152
REYNOLDSBURG,OH430680152 		84-2150936 501(C)(3) 7,500       EPIC KIDS LITERACY/STEM ACADEMY
(98) CRITICALLY LOVED
PO BOX 43047
LOUISVILLE,KY40253 		81-5273913 501(C)(3) 6,000       INCLUSION EDUCATION TRAINING
(99) KANSAS DEPARTMENT FOR CHILDREN AND FAMILIES
900 SW JACKSON ST
ROOM 569
TOPEKA,KS66612 		48-1124839 KS DCF 25,000       KANSAS INTELLECTUAL & DEVELOPMENTAL DISABILITIES ("I/DD") HEALTH EQUITY AND OUTCOMES COALITION
(100) THE DAYTON FOUNDATION
1401 S MAIN ST
STE 100
DAYTON,OH45409 		31-6027287 501(C)(3) 10,000       THE CITY OF DAYTON RESEARCH AND EDUCATION FUND; MAYOR MIMS TEEN YOUTH SUMMIT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
98
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) 2023 CareSource Scholars Recipients 5 12,500   Cash  
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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
Form 990, Schedule I, Part I, Question 2 Grant Review The CareSource Foundation provides numerous grants on behalf of and at the direction of its supported organization to further their charitable purposes. The CareSource Foundation funds responsive grants to nonprofit organizations that impact children, adults, and families in areas that mirror the social determinants of health. Those areas include the following: economic stability; safety and healthy homes and neighborhoods; job skills and employment; access to healthcare, including physical, mental and behavioral health; early childhood education and child development; healthy behaviors and lifestyle concerns; public policy surrounding critical need health issues; and strategic public/private partnerships designed to increase health communities. The CareSource Foundation also funds signature grants with numerous regional, state and/or national partners. Proposing organizations must be Internal Revenue Code Section 501(c)(3) qualified nonprofit organizations or government agencies that further the charitable purposes of its supported organizations. All funded grantees are requested to provide a formal report with information on how the funds were utilized and the success of their program.
Schedule I (Form 990) 2023



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
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
The CareSource Foundation
 
Employer identification number

56-2582561
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 on 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 on 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 on 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 on 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
Yes
 
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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" on 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) 2023

Schedule J (Form 990) 2023
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 on 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, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Erhardt Preitauer
CEO (To 3/23), Pres, Trustee 		(i)

(ii)		 0
-------------
1,320,200 		0
-------------
6,194,161 		0
-------------
468,021 		0
-------------
4,027,671 		0
-------------
20,068 		0
-------------
12,030,121 		0
-------------
3,950,998
2Richard Topping
Sec (Eff 3/23), Trustee 		(i)

(ii)		 0
-------------
569,753 		0
-------------
1,738,540 		0
-------------
121,141 		0
-------------
913,781 		0
-------------
28,656 		0
-------------
3,371,871 		0
-------------
920,889
3Lawrence Smart
CFO (To 3/23) then Treasurer 		(i)

(ii)		 0
-------------
587,567 		0
-------------
1,571,834 		0
-------------
122,973 		0
-------------
692,889 		0
-------------
19,603 		0
-------------
2,994,866 		0
-------------
887,402
4Scott Markovich
Trustee (To 3/23) 		(i)

(ii)		 0
-------------
524,810 		0
-------------
1,411,293 		0
-------------
110,409 		0
-------------
832,617 		0
-------------
29,035 		0
-------------
2,908,164 		0
-------------
824,021
5Jai Pillai
Chief Operating Ofr (To 4/23) 		(i)

(ii)		 0
-------------
201,797 		0
-------------
1,311,318 		0
-------------
462,173 		0
-------------
12,209 		0
-------------
3,561 		0
-------------
1,991,058 		0
-------------
1,021,349
6Daniel McCabe
Former Chief Admin Officer 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		0
-------------
140,542 		0
-------------
0 		0
-------------
0 		0
-------------
140,542 		0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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
Form 990, Schedule J, Part I, Question 3 The organization utilizes a compensation committee, independent compensation consultant, CEO written employment contract, compensation survey or study, review of Form 990 of other organizations, and approval by the board or compensation committee comprised solely of independent directors.
Form 990, Schedule J, Part I, Line 4a Jai Pillai and Daniel McCabe received severance payments that are properly reported on Schedule J, Part II, Column B(iii).
Form 990, Schedule J, Part I, Question 4b The following listed persons listed on Form 990, Part VII, Section A, participate in a supplemental nonqualified retirement plan of CSMS: Erhardt Preitauer, Richard Topping, Lawrence Smart, and Scott Markovich. Amounts are accrued monthly for plan participants. The plans provide compensation to the participants after a vesting period, and the funds are available to the participants after they retire or resign from the organization. The plans provide for normal terms and conditions contained in a standard nonqualified retirement plan. The following listed persons listed on Form 990, Part VII, Section A, participate in a long-term incentive plan of CSMS: Erhardt Preitauer, Richard Topping, Lawrence Smart, and Scott Markovich. The plan provides compensation to the participants based on annual and long-term goals. The long-term incentive plan will pay out if these goals, or a subset of these goals, are achieved over a three-year period. If a participant leaves their employment prior to this three-year performance period, they forfeit any amounts accrued under this plan. Employees must be employed on the date which the long-term incentive plan is paid, which in no event is later than March 15th. Exceptions to this general statement include death, disability, or a qualified retirement, which may result in prorated payment. Amounts paid or accrued in 2023 for both deferred compensation arrangements include the following: Erhardt Preitauer $1,820,312, Richard Topping $450,394, Lawrence Smart $450,852, and Scott Markovich $409,557.
Form 990, Schedule J, Part I, Question 6b The following persons listed on Form 990, Part VII, Section A, Line 1a are or were employees of CSMS: Erhardt Preitauer, Richard Topping, Lawrence Smart, Scott Markovich, and Jai Pillai. All of these listed persons are or were eligible for a performance bonus as part of their compensation packages. The amount of this Annual Incentive Plan ("AIP") bonus is based on the degree of achievement of the Companies' goals and the Individual's goals, which is ultimately documented in the year end performance management process. The performance management process documents the company goals and individual goals, the corresponding potential performance bonus, and the progress/outcomes. The performance bonus is based on the employee's calendar year regular earnings.
Form 990, Schedule J, Part II All compensation amounts reported on Schedule J, Part II for all listed persons are paid by CSMS. Compensation paid to the CEO is pursuant to the terms of a written employment agreement between Mr. Preitauer and CSMS.
Schedule J (Form 990) 2023

Additional Data


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

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 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
The CareSource Foundation
 
Employer identification number

56-2582561
Return Reference Explanation
Form 990, Part III, Question 1 (Continued) THE CARESOURCE FOUNDATION FURTHERS THE CHARITABLE PURPOSES OF ITS SUPPORTED ORGANIZATIONS BY IMPROVING OVERALL COMMUNITY HEALTH AND ADDRESSING HEALTH-RELATED ISSUES. THE CARESOURCE FOUNDATION IMPROVES THE LIVES OF THE UNDERSERVED BY PROVIDING GRANTS, ON BEHALF OF AND AT THE DIRECTION OF ITS SUPPORTED ORGANIZATIONS, TO NON-PROFIT ORGANIZATIONS THAT CAN SIGNIFICANTLY IMPACT INDIVIDUALS AND FAMILIES THROUGH A BROAD ARRAY OF HEALTH AND HUMAN SERVICES AND PROGRAMS. THIS CHARITABLE ASSISTANCE TARGETS THE NEEDIEST POPULATIONS AND PROVIDES INNOVATIVE SOLUTIONS TO CRITICAL HEALTH CARE NEEDS AND CREATES MEANINGFUL COLLABORATION. THE CARESOURCE FOUNDATION'S MISSION IS TO INVEST IN INITIATIVES AND ORGANIZATIONS THAT MAKE A LASTING DIFFERENCE IN OUR MEMBERS' LIVES AND COMMUNITIES BY IMPROVING THEIR HEALTH AND WELL-BEING.
Form 990, Part III, Question 4a (Continued) The CareSource Foundation is committed to improving the overall health and well-being, both physically and mentally, on behalf of and at the direction of, its supported organizations. To do this, the Foundation focuses on the following priority areas: (1) Support health education and promote healthy habits (2) Improve maternal, infant and child health (3) Support individuals with disabilities and other complex populations to live independently (4) Redevelop neighborhoods and downtown (Exclusive to the Dayton region) (5) Develop a 21st century workforce 2023 Highlights The CareSource Foundation is committed to working every day alongside providers and community partners to make a difference in the lives of our Members as well as communities we serve. The following grants are a small sampling of how the Foundation achieves this goal. (1) The Beacon Health Foundation Inc in Indiana will use a Foundation grant of $100,000 to support mothers who are at risk for developing or have been diagnosed with high blood pressure, helping them manage hypertension while promoting a healthy pregnancy. (2) The Ohio Appalachian Children Coalition will use a Foundation grant of $40,000 to support the development of school health centers delivering primary care and behavioral health services, prevention programs focused on teen suicide, ongoing work to encourage individuals to pursue behavioral health careers, and relevant research on best practice models to address behavioral health challenges. (3) Rescuing Hope and the Georgia Sheriff's Association will use Foundation grants totaling $100,000 to train rescue responders on how to best approach trafficking victims as well as customize programming for the five Georgia Sheriff's Youth Homes across the state. (4) The CareSource Foundation supported Wright State University with a $30,000 grant for its Take Flight Program that provides wraparound supports to help reduce the financial burden for economically challenged, racially diverse students.
Form 990, Part VI, Section A, Question 4 The code of regulations was amended to add: (1) that the CareSource Chief Executive Officer shall serve as an ex-officio trustee with voting rights (2) a term limit of three years for trustees except for those who hold the position by virtue of their management position (3) a second vice chair to the board officers (4) a Article V, Section 1 named "Corporate Officers" to outline that the board shall consist of a President, Treasurer, Secretary, and any other officer(s) that the board deems necessary and that individuals may hold more than one position (5) Article V, Section 2 named "Election" to define that the corporate officers shall be elected by the Corporation's sole member (6) Article V, Section 3 named "Term" to define that the corporate officers shall have one year terms with no limit on terms served; will hold office until a successor is elected and/or a resignation is tendered; and an officer may be removed at any time without cause (7) Article VI, Section 3 named "Second Vice Chair" that outlined the second vice chair shall perform the duties of the chair and vice chair if the chair is not present for any reason (8) Article VI, Section 4 named "President" to indicate the President will manage all affairs of the business and perform all duties that are required of him/her. The Articles of Incorporation were amended to change the supported organizations to a class of supported organizations. The class of Supported Organizations includes organizations that: (1) Maintain exemption from federal income taxation under section 501(c)(3) of the Internal Revenue Code of 1986 ("Code"); (2) Maintain classification as a public charity under sections 509(a)(1) or 509(a)(2) of the Code; and (3) Operate in a manner consistent with section 501(c)(3) of the Code for the purpose of addressing the social determinants of health, which include alleviating poverty and reducing barriers that impede access to healthcare.
Form 990, Part VI, Section A, Question 6 CareSource is the sole member of The CareSource Foundation. CareSource is recognized as exempt from federal income taxation under Internal Revenue Code ("IRC") Section 501(c)(3).
Form 990, Part VI, Section A, Question 7 CareSource, the member of The CareSource Foundation, has the authority to appoint The CareSource Foundation's board.
Form 990, Part VI, Section B, Question 11B The Form 990 was provided to the following individuals for review prior to the time of filing: The organization's Audit Committee and each voting member of the governing body; the CEO, CFO, and VP Treasury; the internal Tax Department and an outside CPA firm; and internal general counsel and outside legal counsel.
Form 990, Part VI, Section B, Question 12C Annually, each director, principal officer, and member of a committee with board-delegated powers ("interested person") shall confirm that they have received a copy of the CareSource Conflicts of Interest policy and have read, understood, and agree to comply with the policy. Interested Persons have an obligation to immediately report any Conflicts of Interest (including any relationships, positions, or circumstances that could contribute to a Conflict of Interest). All relevant information reported through the Conflict-of-Interest Policy will be sent to the Chairman of the Board for review. If the Interested Person with the Conflict of Interest is the Chairman of the Board, then the required disclosure must be provided to the Chief Legal Officer of CareSource. If it is not entirely clear whether a Conflict of Interest exists, then the person with the potential conflict must disclose the circumstances to CareSource's Chief Legal Officer. The Chief Legal Officer will consult with the Corporation's Corporate Compliance Officer or the Chairman of the Board to determine whether there exists a Conflict of Interest that is subject to this policy. Before Board action or other action by the organization on a Transaction that involves a Conflict of Interest, an Interested Person who knows he or she has a Conflict of Interest must have disclosed to the Board all facts material to the Conflict of Interest. The Chairman of the Board may postpone Board or other corporate action on a Transaction until the Interested Person provides written information relating to the Conflict of Interest. An Interested Person who knows he or she has a Conflict of Interest must not participate in the Board's discussion of the Transaction except to disclose material facts and respond to questions. The Interested Person must not attempt to influence the Board's action on the Transaction, either at or outside the meeting. Prior to voting, the Board must be given an opportunity to discuss the Transaction without the person who has the Conflict of Interest being present. A Transaction involving a Conflict of Interest may be approved by the Board if the material facts as to the Transaction and the Conflict of Interest are fully disclosed or known to the Board and the Board in good faith determines after reasonable investigation that (a) the Board is aware of all material facts concerning the Transaction and the Interested person's interest in the Transaction; (b) the organization is entering into the Transaction for its own benefit; (c) the Transaction is fair and reasonable as to the organization; and (d) the organization could not have obtained a more advantageous arrangement with reasonable effort under the circumstances. The Person with the Conflict of Interest must not vote on the Transaction and must not be present in the room when the vote is taken.
Form 990, Part VI, Section C, Question 17 A copy of Form 990 is not required to be filed with the state of Ohio. The CareSource Foundation does, however, file the Ohio Annual Report with the Ohio Attorney General. Therefore, Ohio is listed on Form 990, Part VI, Section C, Question 17.
Form 990, Part VI, Section C, Question 19 The company's Form 1023 is available for public inspection upon request, and Form 990 is available for public inspection upon request in accordance with IRC Section 6104(d). The company's Form 990 is also available on the U.S. nonprofit database website at www.guidestar.org. The Company does not make its audited financial statements available to the public. The company's articles of incorporation are available on the Ohio Secretary of State's website at www.sos.state.oh.us.
Form 990, Part XI, Line 8 The adjustment amount of $153,616 represents accrued grants that resulted in an overstatement of expense in prior periods.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
The CareSource Foundation
 
Employer identification number

56-2582561
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










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
(1)CareSource Ohio Inc
PO Box 8738

Dayton,OH454018738
31-1143265 		HIC Ins Plan OH 501(c)(3) 509(a)(2) CareSource
 
 
No
(2)CareSource
PO Box 8738

Dayton,OH454018738
31-1703368 		Supporting OH 501(C)(3) 509(A)(3)II NA
 
 
No
(3)CareSource Indiana Inc
PO Box 8738

Dayton,OH454018738
32-0121856 		HMO Ins Plan IN 501(c)(3) 509(A)(2) CareSource
 
 
No
(4)CareSource Georgia Co
PO Box 8738

Dayton,OH454018738
47-2408339 		HMO Ins Plan GA 501(c)(3) 509(A)(2) CareSource
 
 
No
(5)CareSource West Virginia Co
PO Box 8738

Dayton,OH454018738
47-3028244 		HMO Ins Plan WV 501(c)(3) 509(A)(2) CareSource
 
 
No
(6)CareSource Kentucky Co
PO Box 8738

Dayton,OH454018738
46-4991603 		HMO Ins Plan KY 501(c)(3) 509(A)(2) CareSource
 
 
No
(7)CareSource Life Services Co
PO Box 8738

Dayton,OH454018738
81-1602217 		No Activity OH 501(c)(3) 509(A)(2) CareSource
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
(1) CareSource Diversity & Social Impact Inv

50 East 91st Street Suite 213
Indianapolis,IN46240
87-1811106 		Investing DE NA
  		N/A                
(2) CareSource Midwest Fund LLC

415 12th Ave SE
Cedar Rapids,ID52401
88-3585337 		Investing DE NA
  		N/A                
(3) ImagineCare Holdings LLC

PO Box 8738
Dayton,OH454018738
93-2340017 		Holding Co DE NA
  		N/A                
(4) HAP Empowered Holding LLC

PO Box 8738
Dayton,OH454018738
92-3877012 		Holding Co DE NA
  		N/A                
(5) CareSource Bayou Holding LLC

PO Box 8738
Dayton,OH454018738
88-3042610 		Holding Co DE NA
  		N/A                




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
(1) CareSource Virginia Co

PO Box 8738
Dayton,OH454018738
81-1727271 		No Activity VA NA
  		C Corp          
(2) CareSource Arkansas Health Plan Co

PO Box 8738
Dayton,OH454018738
84-4476729 		COA Insurance AR NA
  		C Corp          
(3) Kids' CareAlliance Co

PO Box 8738
Dayton,OH454018738
85-4022039 		No Activity OH NA
  		C Corp          
(4) CareSource Oklahoma Health Plan Co

PO Box 8738
Dayton,OH454018738
85-4038326 		HMO Ins Plan OK NA
  		C Corp          
(5) CareSource Kansas LLC

PO Box 8738
Dayton,OH454018738
87-3411276 		HMO Ins Plan KS NA
  		C Corp          
(6) CareSource North Carolina Co

PO Box 8738
Dayton,OH454018738
87-3079479 		HMO Ins Plan NC NA
  		C Corp          
(7) CareSource PASSE LLC

PO Box 8738
Dayton,OH454018738
86-3112470 		RBPO Ins Plan AR NA
  		C Corp          
(8) CareSource Tennessee Co

PO Box 8738
Dayton,OH454018738
87-4254502 		COA Insurance TN NA
  		C Corp          
(9) Columbus Organization Holdings LLC

PO Box 8738
Dayton,OH454018738
81-4132952 		Holding Co DE NA
  		C Corp          
(10) Healthedge-Columbus Holdings LLC

PO Box 8738
Dayton,OH454018738
81-4132842 		Holding Co DE NA
  		C Corp          
(11) Columbus Medical Services Inc

PO Box 8738
Dayton,OH454018738
30-0975112 		No Activity MD NA
  		C Corp          
(12) CareSource Iowa Co

PO Box 8738
Dayton,OH454018738
88-1429834 		HMO Ins Plan IA NA
  		C Corp          
(13) CareSource Florida Co

PO Box 8738
Dayton,OH454018738
88-3601120 		HMO Ins Plan FL NA
  		C Corp          
(14) CareSource Bayou Health LLC

PO Box 8738
Dayton,OH454018738
88-3401520 		HMO Ins Plan TX NA
  		C Corp          
(15) CareSource Military & Veterans Co

PO Box 8738
Dayton,OH454018738
93-2552094 		Tricare CPD OH NA
  		C Corp          
(16) HAP CareSource

New Center One Ste 110 3031 W Grand
Detroit,MI482023033
38-3123777 		HMO Ins Plan MI NA
  		C Corp          
(17) CareSource Reinsurance II LLC

PO Box 8738
Dayton,OH454018738
87-2901879 		Captive Ins MT NA
  		C Corp          
(18) GCRE Protected Cell No 3 - CS LLC

PO Box 8738
Dayton,OH454018738
93-3077861 		Captive Ins MT NA
  		C Corp          
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
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) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
PART III, RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP - ADDITIONAL INFO 1) IMAGINECARE HOLDINGS LLC (EIN: 93-2340017) WAS INCORPORATED 07/12/2023 2) HAP Empowered Holding LLC (EIN: 92-3877012) was incorporated 04/19/2023
PART IV, RELATED ORGANIZATIONS TAXABLE AS A CORP - ADDITIONAL INFORMATION 1) CARESOURCE MILITARY & VETERANS CO. (EIN: 93-2552094) WAS INCORPORATED 07/21/2023 2) GCRE PROTECTED CELL NO. 3 - CS LLC (EIN: 93-3077861) WAS INCORPORATED 08/22/2023
Schedule R (Form 990) 2023

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