Nonprofit · EIN 95-4292101
THE CALIFORNIA WELLNESS FOUNDATION
Tax-exempt · LOS ANGELES, CA 90071
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $13,765,234 | $73,867,741 | -$60,102,507 | $1,049,009,252 | $17,742,520 | $1,031,266,732 |
| December 31, 2023 | 990-PF | $85,291,405 | $80,915,254 | $4,376,151 | $1,042,135,742 | $14,505,117 | $1,027,630,625 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $7,167,179
- Interest
- $707,749
- Net gain from sales of assets
- $5,890,306
Expenses
- Grants and similar amounts paid
- $53,591,370
- Compensation of officers, directors and key employees
- $2,689,067
- Salaries, compensation and benefits (total)
- $6,398,022
- Disbursements for charitable purposes
- $63,579,130
- Excise tax on investment income
- $511,580
Balance sheet and other
- Total assets, start of year
- $1,042,135,742
- Total assets, end of year
- $1,049,009,252
- Total liabilities, end of year
- $17,742,520
- Net assets, end of year
- $1,031,266,732
- Fair market value of assets
- $1,049,009,252
- Qualifying distributions
- $68,520,496
- Net investment income
- $40,414,492
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD TATE 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | CEO/PRESIDENT | 50 | $683,481 | $55,700 |
| ROCHELLE WITHARANA 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | CFO | 50 | $412,808 | $55,780 |
| LORI COX 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | VP OF PROGRAMS | 50 | $336,960 | $54,570 |
| ARUN BAHETI 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | VP OF OPERATIONS | 50 | $331,002 | $55,510 |
| ALEX JOHNSON 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | VP OF PUBLIC AFFAIRS | 50 | $261,529 | $42,425 |
| ADAMS CAITLIN 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | SR. DIRECTOR - HUMAN Highest-paid employee | 50 | $251,597 | $40,836 |
| GLORIA ROMERO-MEDINA 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | CONTROLLER Highest-paid employee | 50 | $239,047 | $39,802 |
| EARL LUI 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | MANAGING DIRECTOR Highest-paid employee | 50 | $234,736 | $38,138 |
| TINA ESHAGHPOUR 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR - LEARNING Highest-paid employee | 50 | $203,765 | $33,182 |
| JEFFREY KIM 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | MANAGING DIRECTOR Highest-paid employee | 50 | $202,220 | $32,935 |
| PAMELA SIMMS-MACKEY 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR, BOARD CHAIR | 5 | $43,400 | $0 |
| TERENCE P MULLIGAN 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR, TREASURER | 5 | $34,900 | $0 |
| ANGELICA SALAS 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR, BOARD SECRETARY | 2 | $34,900 | $0 |
| ARNOLD PERKINS 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR, AUDIT CHAIR | 2 | $34,900 | $0 |
| JOSEPH LUMARDA 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR, PAST CHAIR | 2 | $34,900 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| XOCHITL CASTANEDA 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 2 | $30,900 |
| DEBRA NAKATOMI 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 2 | $30,900 |
| ERNEST WILSON III 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 2 | $30,900 |
| GERI YANG-JOHNSON 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 2 | $30,900 |
| KATHERINE KATCHER 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 2 | $30,900 |
| IRMA COTA 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 2 | $30,900 |
| VIRGINIA HEDRICK 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 2 | $30,900 |
990-PF for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JUDY BELK 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | PRESIDENT & CEO (JAN-AUG) | 50 | $815,177 | $53,160 |
| RICHARD TATE 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | VP EXEC/CEO & PRESIDENT | 50 | $505,578 | $52,800 |
| ROCHELLE WITHARANA 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | CFO | 50 | $395,874 | $53,280 |
| LORI COX 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | VP OF PROGRAMS | 50 | $325,737 | $52,502 |
| ARUN BAHETI 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | VP OF OPERATIONS | 50 | $324,011 | $53,280 |
| ADAMS CAITLIN 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | SR. DIRECTOR - HUMAN Highest-paid employee | 50 | $247,788 | $39,646 |
| ANABEL GIRON 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR - INVESTMEN Highest-paid employee | 50 | $235,022 | $38,091 |
| GLORIA ROMERO-MEDINA 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | CONTROLLER Highest-paid employee | 50 | $214,846 | $35,812 |
| EARL LUI 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | MANAGING DIRECTOR Highest-paid employee | 50 | $213,242 | $34,119 |
| TINA ESHAGHPOUR TINA 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR - LEARNING Highest-paid employee | 50 | $198,374 | $31,740 |
| PAMELA SIMMS-MACKEY 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR, BOARD CHAIR | 5 | $51,400 | $0 |
| TERENCE P MULLIGAN 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR, TREASURER | 5 | $34,900 | $0 |
| ANGELICA SALAS 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR, BOARD SECRETARY | 2 | $34,900 | $0 |
| ARNOLD PERKINS 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR, AUDIT CHAIR | 2 | $34,900 | $0 |
| JOSEPH LUMARDA 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 2 | $34,900 | $0 |
| XOCHITL CASTANEDA 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 5 | $30,900 | $0 |
| DEBRA NAKATOMI 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 2 | $30,900 | $0 |
| ERNEST WILSON III 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 2 | $30,900 | $0 |
| GERI YANG-JOHNSON 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 5 | $30,900 | $0 |
| KATHERINE KATCHER 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 2 | $30,900 | $0 |
| IRMA COTA 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 2 | $30,900 | $0 |
| VIRGINIA HEDRICK 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071 | DIRECTOR | 2 | $30,900 | $0 |
Address and contacts
- Address (IRS master file)
- 515 S FLOWER ST STE 1100, LOS ANGELES, CA 90071-2213
- In care of
- % ROCHELLE WITHARANA
- Signed the 990-PF
- RICHARD TATE, PRESIDENT & CEO
- Phone
- (818) 702-1900
- Website
- WWW.CALWELLNESS.ORG
- Return prepared by
- GREEN HASSON & JANKS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4292101 or by the name THE CALIFORNIA WELLNESS FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-4292101
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,049,009,252
- Income (IRS master file)
- $272,456,910
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $13,765,234 | $73,867,741 | $1,049,009,252 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $85,291,405 | $80,915,254 | $1,042,135,742 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-4292101).
Questions about THE CALIFORNIA WELLNESS FOUNDATION
- What is the EIN of THE CALIFORNIA WELLNESS FOUNDATION?
- The employer identification number (EIN) of THE CALIFORNIA WELLNESS FOUNDATION is 95-4292101.
- Is THE CALIFORNIA WELLNESS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to THE CALIFORNIA WELLNESS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CALIFORNIA WELLNESS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CALIFORNIA WELLNESS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CALIFORNIA WELLNESS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE CALIFORNIA WELLNESS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 22 people; 22 received compensation from the organization, the highest $683,481 (RICHARD TATE, CEO/PRESIDENT).
- How much revenue does THE CALIFORNIA WELLNESS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $13,765,234, expenses of $73,867,741 and total assets of $1,049,009,252 at year end.
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