The California Wellness Foundation

Los Angeles, CA
Tax-exempt since Sept. 1991
EIN: 95-4292101

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$85.3M (2023)

Expenses

$80.9M (2023)

Total Assets

$1.04B (2023)

Total Liabilities

$14.5M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$85,291,405

Expenses

$80,915,254

Net Income

$4,376,151

Net Assets

$1,027,630,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$641,042	0.8%
Dividends	$9,321,552	10.9%
Sales of Assets	$75,328,811	88.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,597,693	88.5%
Compensation of Officers*	$3,038,699	3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,042,135,742
Total Liabilities	$14,505,117
Net Assets	$1,027,630,625

Compensation

Key Employees and Officers	Compensation	Other
Judy Belk (President & Ceo (Jan Aug))	$815,177	$53,160
Richard Tate (Vp Exec/Ceo & President)	$505,578	$52,800
Rochelle Witharana (Cfo)	$395,874	$53,280
Lori Cox (Vp Of Programs)	$325,737	$52,502
Arun Baheti (Vp Of Operations)	$324,011	$53,280
Adams Caitlin (Sr. Director Human)	$247,788	$39,646
Anabel Giron (Director Investmen)	$235,022	$38,091
Gloria Romero Medina (Controller)	$214,846	$35,812
Earl Lui (Managing Director)	$213,242	$34,119
Tina Eshaghpour Tina (Director Learning)	$198,374	$31,740
Pamela Simms Mackey (Director, Board Chair)	$51,400	$0
Terence P Mulligan (Director, Treasurer)	$34,900	$0
Angelica Salas (Director, Board Secretary)	$34,900	$0
Arnold Perkins (Director, Audit Chair)	$34,900	$0
Joseph Lumarda (Director)	$34,900	$0
Xochitl Castaneda (Director)	$30,900	$0
Debra Nakatomi (Director)	$30,900	$0
Ernest Wilson Iii (Director)	$30,900	$0
Geri Yang Johnson (Director)	$30,900	$0
Katherine Katcher (Director)	$30,900	$0
Irma Cota (Director)	$30,900	$0
Virginia Hedrick (Director)	$30,900	$0

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990-PF

Filed on Nov. 12, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$78,770,548

Expenses

$73,097,281

Net Income

$5,673,267

Net Assets

$1,004,952,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$138,311	0.2%
Dividends	$11,446,682	14.5%
Sales of Assets	$64,952,288	82.5%
Other Income	$2,233,267	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,618,593	95.2%
Compensation of Officers*	$2,764,204	3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,019,736,613
Total Liabilities	$14,784,026
Net Assets	$1,004,952,587

Compensation

Key Employees and Officers	Compensation	Other
Judy Belk (President & Ceo)	$828,652	$49,160
Rochelle Witharana (Cfo)	$378,432	$49,280
Richard Tate (Executive Vice President)	$376,655	$48,800
Arun Baheti (Vp Of Operations)	$353,520	$50,120
Alex Johnson (Interim Vp Of Progra)	$263,238	$42,118
Adams Caitlin (Sr. Director Human)	$244,094	$39,055
Lori Cox (Vp Of Programs)	$222,778	$7,507
Earl Lui (Program Director)	$218,630	$34,981
Anabel Giron (Director Investmen)	$215,590	$35,469
Gloria Romero Medina (Controller)	$214,369	$35,273
Pamela Simms Mackey (Director, Vice Chair)	$43,400	$0
Joseph Lumarda (Director)	$34,900	$0
Geri Yang Johnson (Director, Audit Chair)	$34,900	$0
Terence P Mulligan (Director, Treasurer)	$34,900	$0
Angelica Salas (Director, Board Secretary)	$34,900	$0
Xochitl Castaneda (Director)	$30,900	$0
Debra Nakatomi (Director)	$30,900	$0
Arnold Perkins (Director)	$30,900	$0
Ernest Wilson Iii (Director)	$30,900	$0
Katherine Katcher (Director)	$30,900	$0
Irma Cota (Director)	$30,900	$0
Virginia Hedrick (Director)	$30,900	$0

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990-PF

Filed on Nov. 13, 2023

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2021

Revenue

$96,883,603

Expenses

$69,558,768

Net Income

$27,324,835

Net Assets

$1,238,190,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$94,091	0.1%
Dividends	$11,074,139	11.4%
Sales of Assets	$85,715,373	88.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,747,425	88.8%
Compensation of Officers*	$2,789,957	4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,249,668,748
Total Liabilities	$11,478,658
Net Assets	$1,238,190,090

Compensation

Key Employees and Officers	Compensation	Other
Judy Belk (President & Ceo)	$651,937	$46,760
Richard Tate (Executive Vice President)	$336,400	$46,400
Fatima Angeles (Vp Of Programs)	$322,844	$38,790
Rochelle Witharana (Cfo)	$304,577	$46,880
Arun Baheti (Vp Of Operations)	$302,749	$47,240
Caitlin Adams (Director Human Res)	$212,519	$34,177
Alex Johnson (Interim Vp Of Programs)	$212,138	$33,942
Sandra Smith (Director Communica)	$189,867	$30,379
Tina Eshaghpour (Director Evaluation)	$187,468	$29,995
Earl Lui (Program Director)	$187,452	$29,992
Anabel Giron (Director Investmen)	$183,750	$14,026
Pamela Simms Mackey (Director, Vice Chair)	$43,400	$0
Joseph Lumarda (Director)	$34,900	$0
Geri Yang Johnson (Director, Audit Chair)	$34,900	$0
Terence P Mulligan (Director, Treasurer)	$34,900	$0
Angelica Salas (Director, Board Secretary)	$34,900	$0
Xochitl Castaneda (Director)	$30,900	$0
Debra Nakatomi (Director)	$30,900	$0
Arnold Perkins (Director)	$30,900	$0
Ernest Wilson Iii (Director)	$30,900	$0
Katherine Katcher (Director)	$30,900	$0
Irma Cota (Director)	$30,900	$0
Virginia Hedrick (Director)	$30,900	$0

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990-PF

Filed on Nov. 4, 2022

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$100,571,386

Expenses

$66,295,267

Net Income

$34,276,119

Net Assets

$1,093,293,119

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,371,124	11.3%
Sales of Assets	$89,200,262	88.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,264,328	92.4%
Compensation of Officers*	$2,490,051	3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,108,598,057
Total Liabilities	$15,304,938
Net Assets	$1,093,293,119

Compensation

Key Employees and Officers	Compensation	Other
Judy Belk (President & Ceo)	$709,957	$45,960
Richard Tate (Executive Vice President)	$318,781	$44,906
Fatima Angeles (Vp Of Programs)	$296,974	$46,440
Rochelle Witharana (Cfo)	$285,077	$46,080
Arun Baheti (Vp Of Operations)	$281,446	$46,030
Caitlin Adams (Director Human Res)	$200,518	$32,520
Sandra Martinez (Director Public Po)	$188,133	$30,306
Tina Eshaghpour (Director Evaluatio)	$183,867	$29,419
Sandra Smith (Director Communica)	$179,339	$28,694
Earl Lui (Program Director)	$174,844	$27,975
Joseph Luamarda (Director, Chair)	$43,400	$0
Isabel Becerra (Director, Board Secretary)	$34,900	$0
Xochitl Castaneda (Director, Audit Chair)	$34,900	$0
Debra Nakatomi (Director, Past Chair)	$34,900	$0
Pamela Simms Mackey (Director, Treasurer)	$34,900	$0
Elisabeth Hallman (Director)	$30,900	$0
Arnold Perkins (Director)	$30,900	$0
Ernest Wilson Iii (Direcotr)	$30,900	$0
Geri Yang Johnson (Director)	$30,900	$0
Terence P Mulligan (Director)	$30,900	$0
Angelica Salas (Director)	$30,900	$0

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990-PF

Filed on Nov. 10, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$50,496,420

Expenses

$51,740,970

Net Income

-$1,244,550

Net Assets

$1,007,076,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$45,667	0.1%
Dividends	$16,360,838	32.4%
Sales of Assets	$34,089,915	67.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,099,491	91.0%
Compensation of Officers*	$2,705,438	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,019,755,165
Total Liabilities	$12,678,333
Net Assets	$1,007,076,832

Compensation

Key Employees and Officers	Compensation	Other
Judy Belk (President & Ceo)	$620,016	$45,160
Richard Tate (Vp Of Public Affairs)	$296,226	$44,800
Margaret Minnich (Cfo (Left 2019))	$295,045	$44,800
Fatima Angeles (Vp Of Programs)	$290,989	$45,640
Arun Baheti (Vp Of Operations)	$259,769	$36,240
Rochelle Witharana (Cfo (Began 2019))	$220,576	$35,849
Sandra Martinez (Director Of Public P)	$180,905	$28,985
Anthony Mashkovich (Director Of It Syste)	$171,166	$20,614
Earl Lui (Director Of Finance)	$169,569	$27,131
Tina Eshaghpour (Director Of Grants)	$168,845	$27,015
Sandra Smith (Director Of Hr)	$166,585	$26,654
Sabah El Amin (Assistant Board Secretary (Left 2019))	$90,900	$15,028
Joseph Luamarda (Director, Vice Chair)	$43,400	$0
Isabel Becerra (Director, Board Secretary)	$34,900	$0
Xochitl Castaneda (Director, Chair)	$34,900	$0
Pamela Simms Mackey (Director, Chair)	$34,900	$0
Elisabeth Hallman (Director)	$30,900	$0
Debra Nakatomi (Director)	$30,900	$0
Arnold Perkins (Director)	$30,900	$0
Ernest Wilson Iii (Direcotr)	$30,900	$0
Geri Yang Johnson (Director)	$30,900	$0
Terence P Mulligan (Director)	$30,900	$0
Angelica Salas (Director)	$30,900	$0

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990-PF

Filed on Nov. 9, 2020

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$71,704,359

Expenses

$48,625,409

Net Income

$23,078,950

Net Assets

$871,353,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,998,112	22.3%
Sales of Assets	$55,417,331	77.3%
Other Income	$288,916	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,170,267	99.1%
Compensation of Officers*	$2,067,206	4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$880,609,276
Total Liabilities	$9,255,823
Net Assets	$871,353,453

Compensation

Key Employees and Officers	Compensation	Other
Judy Belk (President & Ceo)	$588,838	$44,360
Margaret Minnich (Cfo)	$353,732	$44,000
Fatima Angeles (Vp Of Programs)	$284,571	$44,102
Richard Tate (Vp Of Public Affairs)	$274,969	$43,026
Amy Scop (Dirtector Of Grants)	$253,843	$13,719
Rochelle Witharana (Director Finance)	$178,506	$29,002
Caitlin Adams (Director Of Hr)	$172,280	$28,616
Sandra Martinez (Director Pub Policy)	$171,972	$27,515
Anthony Mashkovich (Director It System)	$166,335	$20,555
Sabah El Amin (Assistant Board Secretary)	$103,907	$17,182
Arun Baheti (Vp Of Operations)	$96,789	$245
Debra Nakatomi (Director, Chair)	$43,400	$0
Isabel Becerra (Director)	$34,900	$0
Elisabeth Hallman (Director, Board Secretary)	$34,900	$0
Joseph Lumarda (Director, Vice Chair)	$34,900	$0
Xochitl Castaneda (Director)	$30,900	$0
Arnold Perkins (Director)	$30,900	$0
Pamela Simms Mackey (Director)	$30,900	$0
Ernest Wilson Iii (Director)	$30,900	$0
Geri Yang Johnson (Director)	$30,900	$0
Terence P Mulligan (Director)	$30,900	$0
Angelica Salas (Director)	$30,900	$0

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990-PF

Filed on Nov. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2017

Revenue

$54,960,326

Expenses

$53,195,456

Net Income

$1,764,870

Net Assets

$989,613,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,453,445	28.1%
Sales of Assets	$39,506,881	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,537,967	83.7%
Compensation of Officers*	$1,844,851	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,006,120,644
Total Liabilities	$16,507,350
Net Assets	$989,613,294

Compensation

Key Employees and Officers	Compensation	Other
Judy Belk (President & Ceo)	$550,936	$43,590
Margaret Minnich (Coo & Cfo)	$353,748	$43,217
Fatima Angeles (Vp Of Programs)	$283,463	$44,541
Richard Tate (Vp Of Public Affairs)	$269,626	$41,088
Rochelle Witharana (Director Of Finance)	$174,767	$27,969
Sandra Martinez (Director)	$169,536	$27,126
Anthony Mashkovich (Director Of Is)	$160,500	$19,279
Earl Lui (Program Director)	$156,163	$24,986
Jeffrey Kim (Program Director)	$153,434	$24,574
Sabah El Amin (Assistant Board Secretary)	$100,453	$16,676
Debra Nakatomi (Director, Chair)	$47,375	$0
Joseph Lumarda (Director, Vice Chair)	$40,000	$0
Elisabeth Hallman (Director, Board Secretary)	$38,500	$0
Isabel Becerra (Director)	$36,250	$0
Arnold Perkins (Director)	$33,000	$0
Pamela Simms Mackey (Director)	$32,250	$0
Ernest Wilson Iii (Director)	$30,000	$0
Xochitl Castaneda (Director)	$29,250	$0

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990-PF

Filed on Nov. 13, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$30,419,988

Expenses

$42,250,371

Net Income

-$11,830,383

Net Assets

$883,098,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,000	0.0%
Interest Revenue	$0
Dividends	$16,523,662	54.3%
Sales of Assets	$13,894,326	45.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,284,400	> 100%
Compensation of Officers*	$1,726,714	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$892,596,491
Total Liabilities	$9,497,707
Net Assets	$883,098,784

Compensation

Key Employees and Officers	Compensation	Other
Judy Belk Peeks (President & Ceo)	$546,280	$42,781
Margaret Minnich (Coo & Cfo)	$320,196	$42,541
Fatima Angeles (Vp Of Programs)	$250,834	$41,469
Richard Tate (Vp,Public Affairs(as Of 03/16))	$197,885	$10,554
Gail Watts (Director Of Hr)	$187,191	$27,682
Patty Dimolfetta (Dir. Finance & Admin)	$162,768	$14,516
Rochelle Witharana (Controller & Dir)	$161,638	$26,289
Anthony Mashkovich (Dir. Information Sys)	$156,000	$9,360
Earl Lui (Program Director)	$152,615	$24,482
Sabah El Amin (Assistant Board Secretary)	$98,019	$16,273
Elizabeth Gomez (Director,Chair (Thru 12/31/16))	$43,250	$0
Elisabeth Hallman (Director)	$34,000	$0
Debra Nakatomi (Director)	$32,500	$0
David Barlow (Director (Thru 12/31/16))	$31,750	$0
Isabel Becerra (Director, Vice Chair)	$31,375	$0
Pamela Simms Mackey (Director (As Of 01/01/16))	$30,375	$0
Arnold Perkins (Director (As Of 01/01/16))	$28,875	$0
Joseph Lumarda (Director)	$27,750	$0
Xochitl Castaneda (Director (As Of 01/01/16))	$27,375	$0
Ernest Wilson Iii (Director)	$26,250	$0

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990-PF

Filed on Nov. 14, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$52,277,925

Expenses

$51,030,119

Net Income

$1,247,806

Net Assets

$853,761,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.0%
Interest Revenue	$0
Dividends	$19,245,350	36.8%
Sales of Assets	$33,032,475	63.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,453,462	96.9%
Compensation of Officers*	$1,644,859	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$870,208,767
Total Liabilities	$16,446,860
Net Assets	$853,761,907

Compensation

Key Employees and Officers	Compensation	Other
Judy Belk Peeks (President & Ceo)	$540,408	$43,385
Margaret Minnich (Coo & Cfo)	$302,483	$43,283
Fatima Angeles (Vp Of Programs)	$249,107	$42,240
Bruce Minnich (Dir. Information Sys)	$176,784	$16,912
Magdelena Beltran Del Olmo (Vp Of Communications)	$161,903	$8,244
Earl Lui (Program Director)	$154,202	$25,505
Patty Dimolfetta (Dir. Finance & Admin)	$151,298	$32,094
Amy Scop (Secretary)	$149,423	$26,180
Jeff Kim (Program Director)	$148,598	$24,641
Julio Marcial (Program Director)	$143,694	$24,096
Elizabeth Gomez (Director, Chair From 4/1/15)	$37,665	$0
David Barlow (Director)	$32,290	$0
Isabel Becerra (Director, Vice Chair)	$32,000	$0
Barbara Staggers Md (Director)	$31,290	$0
Elisabeth Hallman (Director)	$31,000	$0
Debra Nakatomi (Director)	$27,290	$0
Joseph Lumarda (Director)	$27,000	$0
Eugene Washington Md (Director, Chair To 3/31/15)	$11,750	$0
Ernest Wilson Iii (Director 7/1/15 To 12/31/15)	$11,250	$0

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990-PF

Filed on Nov. 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$61,302,522

Expenses

$34,702,606

Net Income

$26,599,916

Net Assets

$921,077,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,203	0.0%
Interest Revenue	$868	0.0%
Dividends	$22,325,854	36.4%
Sales of Assets	$38,959,466	63.6%
Other Income	$131	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,780,742	> 100%
Compensation of Officers*	$1,601,562	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$941,083,728
Total Liabilities	$20,006,694
Net Assets	$921,077,034

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$45,063,655

Expenses

$54,483,827

Net Income

-$9,420,172

Net Assets

$907,412,197

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$135	0.0%
Dividends	$20,866,515	46.3%
Sales of Assets	$23,979,579	53.2%
Other Income	$217,426	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,819,347	96.9%
Compensation of Officers*	$2,230,376	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$939,762,194
Total Liabilities	$32,349,997
Net Assets	$907,412,197

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$21,387,217

Expenses

$49,632,875

Net Income

-$28,245,658

Net Assets

$815,155,023

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,522	0.0%
Dividends	$21,939,309	> 100%
Sales of Assets	$0
Other Income	$471	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,046,606	96.8%
Compensation of Officers*	$1,428,054	2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$847,982,323
Total Liabilities	$32,827,300
Net Assets	$815,155,023

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$45,684,503

Expenses

$46,686,589

Net Income

-$1,002,086

Net Assets

$761,339,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,803	0.0%
Dividends	$22,337,616	48.9%
Sales of Assets	$23,343,977	51.1%
Other Income	$107	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,953,772	> 100%
Compensation of Officers*	$1,620,863	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$794,337,702
Total Liabilities	$32,998,126
Net Assets	$761,339,576

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated December 20, 2024

The California Wellness Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $85.3M (2023)

Expenses $80.9M (2023)

Total Assets $1.04B (2023)

Total Liabilities $14.5M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$85.3M (2023)

Expenses

$80.9M (2023)

Total Assets

$1.04B (2023)

Total Liabilities

$14.5M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001