This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $322,179,207 | $312,191,012 | $222,990 | $211,778,585 | $28,062,491 |
| FY2023 | 990 | $296,127,089 | $299,101,595 | $383,368 | $216,571,314 | $21,079,109 |
| FY2022 | 990 | $260,126,355 | $270,733,367 | $249,457 | $212,195,615 | $24,827,442 |
| FY2021 | 990 | $266,505,046 | $261,850,397 | $368,268 | $253,539,238 | $51,914,102 |
| FY2020 | 990 | $254,509,991 | $252,146,645 | $201,593 | $263,442,209 | $74,043,132 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CA Health Fund & TrustSacramento, CA | Health services uninsured/underinsured | $200,556 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heinrich Kerry | Dir/Chair/CEO | 0.00 | $0 |
| Hofheins Todd | Dir/Vice Chair/COO | 0.00 | $0 |
| Freedman John | Director | 0.00 | $0 |
| Newton Bradford | Director |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| Hlth srvs un/underinsured pt |
| $163,861 |
| 2021 |
| CA Health Fund & TrustSacramento, CA | Hlth srvs un/underinsured pt | $122,093 | 2020 |
| Lodi Memorial Hospital FoundationLodi, CA | General support to cover part of payroll | $102,187 | 2021 |
| CA Health Fund & TrustSacramento, CA | Hlth srvs uninsured/underinsured pt | $95,126 | 2022 |
| California Health Fund & TrustLodi, CA | Health services un/underinsured patients | $63,854 | 2024 |
| American Heart AssociationDallas, TX | Healthy for Good Sponsorship | $50,000 | 2021 |
| American Heart AssociationPrescott, AZ | Walk for Good Heart | $50,000 | 2020 |
| American Heart Association IncDallas, TX | Healthy for Good sponsorship | $50,000 | 2023 |
| American Heart Association IncDallas, TX | Healthy for Good sponsorship | $50,000 | 2022 |
| Lodi Memorial Hospital FoundationLodi, CA | General support to cover part of payroll | $45,786 | 2022 |
| Lodi Memorial Hospital FoundationLodi, CA | General support to cover part of payroll | $44,390 | 2023 |
| Lodi Memorial Hospital Foundation IncLodi, CA | Cosmotology services | $40,194 | 2024 |
| United Way of San Joaquin CountyStockton, CA | General support | $40,000 | 2023 |
| United Way of San Joaquin CountyStockton, CA | Annual partner contribution 23-24/sponsorships | $31,500 | 2024 |
| Lodi District Chamber of CommerceLodi, CA | Grow in Lodi sponsorship, two other minor voluntary donations | $28,170 | 2023 |
| United Way of San Joaquin CountyStockton, CA | Donation to HealthForce Partners | $26,677 | 2021 |
| United Way of San Joaquin CountyStockton, CA | Donation to HealthForce Partners | $21,500 | 2020 |
| Lodi District Chamber of CommerceLodi, CA | Grow in Lodi sponsorship, two other minor voluntary donations | $21,020 | 2022 |
| Shriners Childrens Northern CaliforniaSacramento, CA | Sponsorship | $20,000 | 2024 |
| Lodi AcademyLodi, TX | Sponsorship for new bus | $10,000 | 2024 |
| Lodi District Chamber of CommerceLodi, CA | Grow in Lodi Sponsorship + 2 other minor voluntary donations | $8,044 | 2021 |
| Lodi District Chamber Of CommerceLodi, CA | Membership | $6,020 | 2024 |
| Annunciation SchoolStockton, CA | Sponsorship | $6,000 | 2024 |
| 0.00 |
| $0 |
| Cherry Robert | Director | 0.00 | $0 |
| Davis Andrew | Director | 0.00 | $0 |
| Innocent Larry | Director | 0.00 | $0 |
| Reiner Richard | Director | 0.00 | $0 |
| Wagner Jack | Director | 0.00 | $0 |
| Woodson Marc | Director | 0.00 | $0 |
| Salazar Velino | Director thru 09/24 | 0.00 | $0 |
| Fehr Joy | Director | 0.00 | $0 |
| Beckett Ann | Director as of 01/24 | 0.00 | $0 |
| Jutzy Kenneth | Director as of 01/24 | 0.00 | $0 |
| Daggett Jonathan | Director as of 01/24 | 0.00 | $0 |
| Cress John | Director as of 10/24 | 0.00 | $0 |
| Beaman John | CFO/Assistant Secretary | 0.00 | $0 |
| Jobe Meredith | Secretary | 0.00 | $0 |
| Mccollough Brooke | President | 50.00 | $0 |
| Delmore Katie | Treasurer/Asst Secretary | 50.00 | $0 |
| Stevens Eric | Pres, Northern California Network | 5.00 | $0 |
| Pretzlaff Robert | Patient Care Executive | 50.00 | $0 |
| Stewart Donovan | Patient Care Executive | 50.00 | $0 |
| Karagounis Timothy | Operations Excecutive | 50.00 | $0 |
| Brown Mary | RN | 40.00 | $497,945 |
| Sandhu Navneet | RN | 40.00 | $269,434 |
| Marsh Kevin | RN | 40.00 | $300,791 |
| Nguyen Tin | Director, Pharmacy | 40.00 | $264,428 |
| Pascua Helen | RN, First Assistant | 40.00 | $260,422 |
| Wolcott Daniel | Former President thru 12/20 | 0.00 | $0 |
| Larsen David - Former | Finance Officer, CCR thru 04/19 | 0.00 | $0 |
| Whitney Jason - Former | Treasurer/Asst Secr thru 08/22 | 0.00 | $0 |
| Wing Bill - Former | Dir/Asst Secr/Vice Chair thru 01/22 | 0.00 | $0 |
| Nahapetian Arby - Former | Care Div Medical Officer thru 02/22 | 0.00 | $0 |
| Jahn Andrew - Former | Care Division President thru 02/22 | 0.00 | $0 |
| Cornwell Eric - Former | Medical Officer thru 03/23 | 0.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202443179349309654
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202323129349304877
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202203159349302635
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202123149349306682
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201923169349306652
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201910089349301916
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201743199349308884
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201623209349317187
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.