Civic Intelligence

California Health Collaborative

EIN 94-2862660 • 501(c)3 • Fresno, CA

Profile

Improving health and wellness of individuals with limited access to health-care resources and who most often confront barriers related to culture, language, immigration status, income, gender, geography, and/or education.

PO Box 25609Fresno, CA 93729

www.healthcollaborative.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.73x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.32x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

31st percentile

-1.3%

Higher net margin than 31% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

91st percentile

45%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

14%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$6,632,528

Up $110,299 (+1.7%) from 2023

Liabilities

Up

$4,805,539

Up $29,679 (+0.6%) from 2023

Net Assets

Up

$1,826,989

Up $80,620 (+4.6%) from 2023

Revenue

Up

$16,698,162

Up $1,825,763 (+12%) from 2023

Expenses

Up

$16,710,117

Up $1,644,502 (+11%) from 2023

Net Income

Up

-$11,955

Up $181,261 (+94%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,191,030Liabilities 2011: $653,896Net Assets 2011: $2,537,1342011Assets 2012: $3,448,530Liabilities 2012: $1,005,253Net Assets 2012: $2,443,2772012Assets 2013: $3,730,983Liabilities 2013: $1,453,638Net Assets 2013: $2,277,3452013Assets 2014: $3,369,147Liabilities 2014: $975,655Net Assets 2014: $2,393,4922014Assets 2015: $3,450,837Liabilities 2015: $1,367,246Net Assets 2015: $2,083,5912015Assets 2016: $2,982,289Liabilities 2016: $1,438,703Net Assets 2016: $1,543,5862016Assets 2017: $2,699,938Liabilities 2017: $1,573,195Net Assets 2017: $1,126,7432017Assets 2018: $3,826,085Liabilities 2018: $2,652,748Net Assets 2018: $1,173,3372018Assets 2019: $4,154,585Liabilities 2019: $2,956,238Net Assets 2019: $1,198,3472019Assets 2020: $5,250,793Liabilities 2020: $3,828,407Net Assets 2020: $1,422,3862020Assets 2021: $4,574,808Liabilities 2021: $2,532,270Net Assets 2021: $2,042,5382021Assets 2022: $4,503,974Liabilities 2022: $2,629,712Net Assets 2022: $1,874,2622022Assets 2023: $6,522,229Liabilities 2023: $4,775,860Net Assets 2023: $1,746,3692023Assets 2024: $6,632,528Liabilities 2024: $4,805,539Net Assets 2024: $1,826,9892024

Highlighted filing

2024

Assets$6,632,528
Liabilities$4,805,539
Net Assets$1,826,989

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $5,291,201Expenses 2011: $5,390,632Net Income 2011: -$99,4312011Revenue 2012: $6,513,478Expenses 2012: $6,589,787Net Income 2012: -$76,3092012Expenses 2013: $8,411,4412013Revenue 2014: $7,629,231Expenses 2014: $7,750,667Net Income 2014: -$121,4362014Revenue 2015: $7,249,454Expenses 2015: $7,556,113Net Income 2015: -$306,6592015Revenue 2016: $7,230,838Expenses 2016: $7,721,162Net Income 2016: -$490,3242016Revenue 2017: $7,269,538Expenses 2017: $7,809,472Net Income 2017: -$539,9342017Revenue 2018: $7,274,652Expenses 2018: $7,304,672Net Income 2018: -$30,0202018Revenue 2019: $9,215,949Expenses 2019: $9,259,361Net Income 2019: -$43,4122019Revenue 2020: $10,645,488Expenses 2020: $10,450,791Net Income 2020: $194,6972020Revenue 2021: $13,046,257Expenses 2021: $12,579,722Net Income 2021: $466,5352021Revenue 2022: $13,020,455Expenses 2022: $13,044,702Net Income 2022: -$24,2472022Revenue 2023: $14,872,399Expenses 2023: $15,065,615Net Income 2023: -$193,2162023Revenue 2024: $16,698,162Expenses 2024: $16,710,117Net Income 2024: -$11,9552024

Highlighted filing

2024

Revenue$16,698,162
Expenses$16,710,117
Net Income-$11,955

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.63$4.81$1.83$16.7$16.7$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.52$4.78$1.75$14.9$15.1$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.50$2.63$1.87$13.0$13.0$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.57$2.53$2.04$13.0$12.6$0.47
2020Detailed filing. Detailed filing data is available for this year.$5.25$3.83$1.42$10.6$10.5$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.15$2.96$1.20$9.22$9.26$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.83$2.65$1.17$7.27$7.30$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.70$1.57$1.13$7.27$7.81$0.54
2016Detailed filing. Detailed filing data is available for this year.$2.98$1.44$1.54$7.23$7.72$0.49
2015Detailed filing. Detailed filing data is available for this year.$3.45$1.37$2.08$7.25$7.56$0.31
2014Detailed filing. Detailed filing data is available for this year.$3.37$0.98$2.39$7.63$7.75$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$1.45$2.28$8.41
2012Summary only. Only limited summary data is available for this year.$3.45$1.01$2.44$6.51$6.59$0.08
2011Summary only. Only limited summary data is available for this year.$3.19$0.65$2.54$5.29$5.39$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$16,698,162
Mission and Program Overview

Mission

Improving health and wellness of individuals with limited access to health-care resources and who most often confront barriers related to culture, language, immigration status, income, gender, geography, and/or education.

Providing wellness through collaboration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$3,783,982$3,264,849▼ $519,133
Investments in Publicly Traded Securities$867,920$956,076▲ $88,156
Cash and Non-Interest-Bearing Accounts$405,891$909,361▲ $503,470
Savings and Temporary Cash Investments$506,967$728,710▲ $221,743
Land, Buildings, and Equipment, Net$222,915$291,526▲ $68,611
Prepaid Expenses and Deferred Charges$106,722$137,526▲ $30,804
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,522,229$6,632,528▲ $110,299
Other Assets Total$627,832$344,480▼ $283,352
Liabilities
Deferred Revenue$1,016,676$2,180,993▲ $1,164,317
Accounts Payable and Accrued Expenses$1,933,625$1,767,109▼ $166,516
Mortgage Notes Payable Secured by Investment Property$1,175,000$500,000▼ $675,000
Other Liabilities$650,559$357,437▼ $293,122
Total Liabilities$4,775,860$4,805,539▲ $29,679
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,558,460$1,646,607▲ $88,147
Net Assets With Donor Restrictions$187,909$180,382▼ $7,527
Total Net Assets Fund Balance$1,746,369$1,826,989▲ $80,620
Total Liabilities and Net Assets / Fund Balance$6,522,229$6,632,528▲ $110,299

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$277,649$553,399$831,048
Leasehold Improvements$13,341$61,626$74,967
Other Land Buildings$536$66,159$66,695
Other Assets Org$344,480--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen RamirezCEOFT$352,077-$352,077
Teresa OganSr Director of ProgramsFT$103,979$7,167$111,146
Chris BlalockDirector of FinanceFT$106,820-$106,820
Evi HernandezSr Director of ProgramsFT$102,833-$102,833
Revenue and Support

Revenue Composition

Contributions and Grants
$16,098,937
Program Service Revenue
$524,204
Investment Income
$80
Other Revenue
$74,941
All Other Contributions
$661,442
Change in Net Assets
$-11,955

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,698,162
Revenue Not Reported on Form 990
$92,575
Total Revenue per Audited Statements
$16,790,737
Total Revenue per Form 990
$16,698,162
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,734,581
Other Expenses$4,543,368
Grants and Similar Amounts Paid$432,168
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,639,215$395,124-$9,034,339
Other Employee Benefits$971,725$84,044-$1,055,769
Office Expenses$745,048$53,050-$798,098
Payroll Taxes$692,871$59,926-$752,797
Travel$475,938$92,438-$568,376
Pension Plan Contributions$496,645$42,954-$539,599
Grants to Domestic Orgs$432,168--$432,168
Current Officers, Directors, Trustees, and Key Employees-$352,077-$352,077
Occupancy$230,947$102,734-$333,681
Depreciation Depletion-$98,266-$98,266
Other Expenses$39,626$2,614-$2,614
Total Functional Expenses$14,889,038$1,821,079$0$16,710,117

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,710,117
Total Expenses per Audited Statements$16,710,117
Total Expenses per Form 990$16,710,117
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Valley VoicesHanford, CA-Assist with COVID prevention$174,846
Kings United WayHanford, CA-Assist with COVID prevention$132,682
African American Family & CulOroville, CA-Lead CTCP Grant, LEAD$62,653
Universiry of Southern CALos Angeles, CA-Assist with Community Activities$61,987
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$357,437
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 2

The directors joan werblun and michael a. Werblun are related. Joan werblun is the mother to michael a. Werblun.

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

The Form 990 was reviewed and approved by the Board of Directors before it was filed.

Form 990, Part VI, Section B, Line 12C

The Board reviews conflict of interest issues during Board meetings.

Form 990, Part VI, Section B, Line 15A

The compensation of the Executive Director was reviewed and approved by the Board of Directors.

Form 990, Part VI, Section C, Line 19

Financial statements and Form 990 of the Organization are available upon request.

Filing and Contact Details

Filer

Filer Name
California Health Collaborative
EIN
94-2862660
Phone
5592216315
Address
PO Box 25609, Fresno, CA 93729

Signing Officer

Name
Christopher Blalock
Title
Director of Finance
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Ramirez
Formed
1982
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
195
Volunteers
100

Preparer

Firm
Price Paige & Company CPAs LLP
Address
570 N Magnolia Ave Ste 100, Clovis, CA 93611
Preparer
Henry Oum CPA
Phone
5592999540
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

OTHER PROGRAM SERVICES 4: Tobacco Programs - The San Bernardino County Tobacco Control Program works to reduce underage youth access to tobacco products and to limit secondhand and thirdhand smoke exposure in outdoor public areas. Through the funding of two subcontracts, the program continued strengthening its community outreach in the City of Victorville and the Town of Apple Valley. Data was collected in Apple Valley to assess youth access to tobacco in the retail environment and the program hosted a number of local community events. In addition, program staff continued tobacco education and outreach efforts in the valley region of the county.Diabetes Education programs continue to provide both in person and virtual group education models, instructing on healthy eating, weight management, exercise, and stress management. CHC is in discussion with Kaiser around a proposal to begin implementing diabetes education programs for Kaisers systems. The Regional Advocates Countering Tobacco (ReACT) Project supported youth-led tobacco prevention advocacy in Sanger, Corcoran, and Parlier through media campaigns, policy training sessions, and the annual Youth Leadership Summit. The project engaged 123 youth, significantly increasing youth involvement and broadening outreach. In addition, ReACT organized educational town halls on tobacco-related issues, hosted a webinar on the equitable enforcement of tobacco-free outdoor areas, and participated in multiple community events to share information and resources. These efforts allowed staff to raise awareness about the accessibility of tobacco products near schools and emphasize the importance of reducing secondhand smoke exposure in public parks.The Kings County Tobacco Control Program is conducting policy campaigns in the Cities of Avenal and Lemoore to reduce youth access to tobacco products and reduce exposure to secondhand smoke in common outdoor recreational and non-recreational areas. On August 15, 2023, the City of Lemoore City Council adopted a Smoke-Free Parks and Recreation Ordinance that prohibits the use of any tobacco related products in any public park or recreational area. In the fall of 2023, program staff and one Kings County Tobacco Free Coalition member met with an Avenal city leader to discuss updates on the Tobacco Retail License Campaign in response to the city council's and the communitys interest in a Tobacco Retail License.FUERTE Project advanced tobacco prevention efforts in La Quinta and Palm Desert through targeted outreach, youth engagement, and community collaboration. The team completed key training and presentation benchmarks focused on young adults, launched its first wave of decoy operations, and conducted public opinion polling to inform local prevention strategies. FUERTE partnered with over 10 agencies. The project also initiated efforts to onboard a Medical Health Academy student intern, reinforcing its commitment to developing future public health leaders. The NorCal 4 Health project is dedicated to tobacco prevention in the rural coastal counties of Northern California: Del Norte, Humboldt, Mendocino, and Lake. During the 20232024 year, the project celebrated several key accomplishments. It hosted the Born to Breathe Youth Media Festival, a four-county event that amplified youth voices in tobacco prevention. Building on that momentum, a video featuring youth perspectives was created and presented to elected officials in three jurisdictions in Lake County. These efforts, combined with the collaborative support of Lake County Public Health, Blue Zones, and other key community partners, contributed to the successful passage of three Tobacco Retail License Ordinances in Lake County.The Rural Empowerment, Advocacy, and Leadership (REAL) Project is focused on addressing tobacco-related health inequities among rural community members in the City of Atwater (Merced County). This is achieved through the projects policy campaign that seeks to reduce exposure to

Financial Statement Notes

Part X : FIN48 Footnote

The Agency has qualified as a non-profit organization and has been granted tax-exempt status pursuant to Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701(d) and is exempt from Federal and State of California income taxes.Generally accepted accounting principles provides accounting and disclosures guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Agency's returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed.

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IRS990/Form990PartVIISectionAGrp/PersonNm3Evi Hernandez
IRS990/Form990PartVIISectionAGrp/PersonNm4Joan Werblun
IRS990/Form990PartVIISectionAGrp/PersonNm5Jeannine McCune
IRS990/Form990PartVIISectionAGrp/PersonNm6Robert Oldham
IRS990/Form990PartVIISectionAGrp/PersonNm7Luiz Da Silva
IRS990/Form990PartVIISectionAGrp/PersonNm8Eric Gold
IRS990/Form990PartVIISectionAGrp/PersonNm9Thomas Levin
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IRS990/ProgSrvcAccomActy2Grp/Desc0Medi-Cal Services (CalAIM and MSSP) - MSSP continued to provide invaluable and essential services and oversight for low-income participants serving the six counties of El Dorado, Placer, Sacramento, Sutter, Yolo, and Yuba for MSSP . The program worked with nearly 500 participants to continue living in the comfort of their own home. Plus the counties of Fresno, Kings, Madera, Nevada, San Joaquin, Stanislaus, Tuolumne, and Kern for CalAIM. In the past year, CalAIM has been actively pursuing additional grants to leverage integration across the agency, partnering with Maternal Wellness, Tobacco, and DEI on a variety of projects. In addition, CalAIM, MSSP, and Maternal Wellness have been working closely to develop an integrated care management program approach through the integration of assessment tools, shared trainings, a combined management approach, a combined SharePoint platform, and shared metrics, and will continue developing relationships and strategies to ensure program growth and sustainability.Achieved qualified provider account status with MediCal in the PAVE System us to deploy and bill for CHW Service Benefit Programs Obtained DHCS Funding support to train 40+ CHC staff as Certified CHWs, which is required for billable CHW services. CHW Training also includes a Train-The-Trainer program so that CHC can independently train and certify CHWs internally and externally.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Cancer Programs - Every Woman Counts (EWC) program offers culturally tailored community outreach, health education classes and one-on-one education, along with comprehensive patient navigation designed to facilitate routine re-screening of individuals with normal or benign breast and/or cervical conditions, and follow-up services for individuals with possible diagnoses of breast and/or cervical cancer, including referral to treatment when necessary.Centene Foundation awarded CHC additional funding to leverage current programming and continue to expand breast and cervical cancer outreach and education activities to reach more people and increase screening rates among most underserved communities in Sacramento and Stanislaus counties. In addition, Pfizer awarded EWC San Deigo a mini grant to increase breast and cervical cancer screening rates.
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