Civic Intelligence

Caresource Mission

990 • Fiscal year 2024 • EIN 88-4314313

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

Organization Profilecaresourcemission.com
65 E State StColumbus, OH 43215

(614) 255-4637

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

60th percentile

16%

Higher net margin than 60% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

96th percentile

145%

Faster asset growth than 96% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

51%

Faster revenue growth than 82% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$524,701

Up $310,199 (+145%) from 2023

Net Assets

Up

$516,201

Up $469,699 (+1010%) from 2023

Liabilities

Down

$8,500

Down $159,500 (-95%) from 2023

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin60th percentile

Revenue

Up

$2,960,591

Up $998,634 (+51%) from 2023

Expenses

Up

$2,490,892

Up $575,437 (+30%) from 2023

Net Income

Up

$469,699

Up $423,197 (+910%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $214,502Liabilities 2023: $168,000Net Assets 2023: $46,5022023Assets 2024: $524,701Liabilities 2024: $8,500Net Assets 2024: $516,2012024

Highlighted filing

2024

Assets$524,701
Liabilities$8,500
Net Assets$516,201
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $1,961,957Expenses 2023: $1,915,455Net Income 2023: $46,5022023Revenue 2024: $2,960,591Expenses 2024: $2,490,892Net Income 2024: $469,6992024

Highlighted filing

2024

Revenue$2,960,591
Expenses$2,490,892
Net Income$469,699
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$2,995,911
Mission and Program Overview

Mission

See Schedule OThe organization's mission is 1) educating the public and federal, state and local government policymakers regarding the benefits of Managed Care, the coordination and enhancement of quality and accessible health care services and social determinants on health, principally benefiting low-income individuals and individuals eligible for participation under governmental health care programs; and 2) advocating for policies, legislation, regulations and government programs that promote health and improvements through Managed Care, the coordination and enhancement of quality and accessible health care services and social determinants of health, benefiting low-income individuals and individuals eligible for participation under governmental health care programs.

To educate the public and policymakers on the benefits of managed care. CareSource Mission advocates for policies that help improve access to quality health care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$46,502$516,201▲ $469,699
Cash and Non-Interest-Bearing Accounts$214,502$485,148▲ $270,646
Accounts Receivable-$39,553-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$214,502$524,701▲ $310,199
Liabilities
Accounts Payable and Accrued Expenses$168,000$8,500▼ $159,500
Total Liabilities$168,000$8,500▼ $159,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$46,502$516,201▲ $469,699
Total Liabilities and Net Assets / Fund Balance$214,502$524,701▲ $310,199
Compensation and Service Providers
Top Officer Pay62nd percentile

Board Members and Trustees

NameTitle
Scott MarkovichChair/Director (Eff 8/15)
Richard ToppingChair/Director (To 8/15)
Patrick StephanPresident & Treasurer
Chris KershnerDirector
Daniel McCabeDirector
Dawn JacksonAssistant Treasurer (Eff 8/15)
Lynn ReynoldsSecretary
Caitlin Finnegan PriestVP & Asst Treasurer (To 8/15)

Highest Paid Contractors

ContractorServicesLocationCompensation
Ballard PartnersLobbying201 E Park Ave, Tallahassee, FL 32301$180,135
Vista Strategies & Solutions GroupLobbying1504 5th Ave West, Hendersonville, NC 28739$180,000
Gilmore Strategy GroupLobbyingPO Box 155, Little Rock, AR 77203$144,000
Middleton Public AffairsLobbying3535 Peachtree Rd, Atlanta, GA 30326$132,000
Clearwater Group LLCLobbying4209 Lakeland Dr, Flowood, MS 39232$130,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,948,445
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$12,146
All Other Contributions
$2,940,658
Change in Net Assets
$469,699
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,490,892
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Lobbying$2,240,635--$2,240,635
Conferences and Meetings$100,257--$100,257
Fees for Services Management$73,008--$73,008
Travel$41,659--$41,659
Advertising$26,473--$26,473
Other Expenses$600--$600
Total Functional Expenses$2,490,892$0$0$2,490,892
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$35,320
Fundraising Gross Income$7,913
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Exempt Function Spending$39,533
Political Expenditures$0
Section 527 Activity Spending$0

Section 527 Organizations

OrganizationLocationAmount
92-1214346Columbus, OH$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Members of the corporation shall be those people who apply for membership, pay dues on a schedule set or approved by the board, and meet any other criteria set by the board or by the membership. Members shall have no voting rights.”

Form 990, Part VI, Section A, line 8B

“The organization does not have any committees.”

Form 990, Part VI, Section B, line 11B

“Prior to filing, the Form 990 was reviewed by the governing body and outside tax and legal counsel.”

Form 990, Part VI, Section C, line 19

“CareSource Mission's ("the Company") 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.”

Form 990, Part VI, Section C, Line 17:

“A copy of Form 990 is not required to be filed with the State of Ohio. CareSource Mission 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.”

Filing and Contact Details

Filer

Filer Name
CareSource Mission
EIN
88-4314313
Phone
6142554637
Address
65 E State St, Columbus, OH 43215

Signing Officer

Name
Patrick Stephan
Title
President
Phone
6142554637
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Stephan
Formed
2022
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Rsm US Llp
Address
6 S Patterson Blvd, Dayton, OH 45402
Preparer
Karen O Crim
Phone
9372980201
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 6B:

“All initial communications to join CareSource Mission included a statement that contributions are not tax deductible. Subsequent email communication inadvertently omitted the statement. Upon discovery, procedures were immediately put in place to ensure its inclusion in all future communications.”

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IRS990/Desc0CareSource Mission exists to strengthen and support individuals receiving publicly funded healthcare in all aspects of life. This includes advocacy around items such as provider and benefit access, the importance of care management, education, employment, and nutrition. Taken together, they all have an impact in the government funded healthcare space in areas such as low birthweight deliveries, infant mortality, medication utilization and adherence, and emergency department utilization. (Continued on Sch. O)A broader aim of CareSource Mission is to promote and advocate on behalf of the Medicaid managed care system so that it can best and sustainably serve the members who rely on its important and effective services. To accomplish these goals, CareSource Mission develops outreach and education strategies specific to the needs and issues of the states it serves. CareSource Mission will lobby state and local elected officials on Medicaid and related coverage issues and will serve as subject matter experts to policymakers on evidence-based ways to address healthcare access, cost, and outcomes. Over the past couple of years, CareSource Mission has had several meaningful accomplishments including: defending the industry against gold-carding and prior authorization legislation which will inherently increase costs to members and taxpayers, helped drive efforts in multiple states to make sure members are receiving their care through one insurer and expand the availability of Care Management to individuals enrolled in Medicaid. Most recent efforts have centered around ensuring an adequate glidepath on federal Medicaid changes.
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IRS990/Form990PartVIISectionAGrp/PersonNm3Scott Markovich
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IRS990/MissionDesc0See Schedule OThe organization's mission is 1) educating the public and federal, state and local government policymakers regarding the benefits of Managed Care, the coordination and enhancement of quality and accessible health care services and social determinants on health, principally benefiting low-income individuals and individuals eligible for participation under governmental health care programs; and 2) advocating for policies, legislation, regulations and government programs that promote health and improvements through Managed Care, the coordination and enhancement of quality and accessible health care services and social determinants of health, benefiting low-income individuals and individuals eligible for participation under governmental health care programs.
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt046502
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0516201
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/Expended527ActivitiesAmt00
IRS990ScheduleC/Form1120POLFiledInd00
IRS990ScheduleC/InternalFundsContributedAmt039533
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/PoliticalExpendituresAmt00
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt00
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0921214346
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0CareSource Mission PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt00
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt065 E State St Ste 201
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0Columbus
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd043215
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0CareSource Mission's indirect political campaign activities consist of administrative support for a connected PAC.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1:
IRS990ScheduleC/TotalExemptFunctionExpendAmt039533
IRS990ScheduleC/VolunteerHoursCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All initial communications to join CareSource Mission included a statement that contributions are not tax deductible. Subsequent email communication inadvertently omitted the statement. Upon discovery, procedures were immediately put in place to ensure its inclusion in all future communications.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members of the corporation shall be those people who apply for membership, pay dues on a schedule set or approved by the board, and meet any other criteria set by the board or by the membership. Members shall have no voting rights.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization does not have any committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prior to filing, the Form 990 was reviewed by the governing body and outside tax and legal counsel.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CareSource Mission's ("the Company") 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A copy of Form 990 is not required to be filed with the State of Ohio. CareSource Mission 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part V, Line 6b:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 17:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CS Mission
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CareSource Mission PAC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0921214346
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0527
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0527 exempt function activities
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt065 E State St Ste 201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Columbus
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043215
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0214502
IRS990/TotalAssetsEOYAmt0524701
IRS990/TotalAssetsGrp/BOYAmt0214502
IRS990/TotalAssetsGrp/EOYAmt0524701
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02948445
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02490892
IRS990/TotalFunctionalExpensesGrp/TotalAmt02490892
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0168000
IRS990/TotalLiabilitiesEOYAmt08500
IRS990/TotalLiabilitiesGrp/BOYAmt0168000
IRS990/TotalLiabilitiesGrp/EOYAmt08500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt046502
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0516201
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02490892
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-27407
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039553
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02960591
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0214502
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0524701
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt041659
IRS990/TravelGrp/TotalAmt041659
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt065 E State St Ste 201
IRS990/USAddress/CityNm0Columbus
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043215
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0caresourcemission.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Stephan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06142554637
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CareSource Mission
ReturnHeader/Filer/BusinessNameControlTxt0CARE
ReturnHeader/Filer/EIN0884314313
ReturnHeader/Filer/PhoneNum06142554637

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$524,701
Liabilities
$8,500
Net assets
$516,201
Revenue
$2,960,591
Expenses
$2,490,892
Net income
$469,699
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.52$2.96$2.49$0.47
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.17$0.05$1.96$1.92$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00