Healthy Community Forum for Sacramento Region dba Community HealthWorks

EIN: 680377256 501(c)(3) Health Care

Sacramento, CA

Total Revenue
$15,998,146
Total Expenses
$14,349,946
Total Assets
$21,604,932
Net Assets
$18,088,735
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
CA
Principal Officer
Francisco Castillo
Phone
9164148340
Tax Period
2023-01-01 to 2023-12-31

Healthy Community Forum for Sacramento Region dba Community HealthWorks, founded in 1995, is a mid-sized nonprofit in the Health Care sector that reported $16.0M in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $14.3M left a modest 10% surplus.

Mission

Healthy Community Forum for the Greater Sacramento Region operates under the name Community HealthWorks (formally Sacramento Covered), a not-for-profit philanthropic organization, is an innovative leader in developing and implementing a peer-driven, one-on-one, data-informed approach to connecting families and individuals to the health, behavioral health, social services, and community resources they need to lead healthy, productive lives. Our mission is to advance community, social and economic health one person at a time. Community HealthWorks (CoHeWo) is delivering on our mission to serve the most vulnerable and historically underserved communities through our Community Health Worker (CHW)-led programs: Health Navigation, Hospital Navigation, and Homeless Health which includes Reentry and Street Outreach programs.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $15,944,042
Program Service Revenue $0
Investment Income $23,231
Other Revenue $30,873
TOTAL REVENUE $15,998,146

Expense Breakdown

Grants Paid $0
Salaries & Benefits $10,169,545
Fundraising Expenses $15,940
Program Expenses $11,959,056
Other Expenses $4,180,401
TOTAL EXPENSES $14,349,946

Year-over-Year Comparison

2023 2022 Change
Revenue $15,998,146 $10,178,334 +0.6%
Expenses $14,349,946 $9,491,445 +0.5%
Net Income $1,648,200 $686,889 +1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
196
Volunteers
10

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$608,844
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kelly Bennett CEO 40.00
Officer
$241,191 $38,746 $279,937
Joil Xiong Sr VP Operation 40.00
Officer
$163,333 $9,011 $172,344
Kyle Stefano VP Clinical Prog. 40.00
$134,608 $24,529 $159,137
Lorena Sanchez VP Community Prog. 40.00
$127,827 $28,951 $156,778
Claire Sinclair Dir of Finance 40.00
Officer
$123,982 $32,581 $156,563
Jillian Castiglia-Marks Director of CalAIM 40.00
$122,357 $11,328 $133,685
Christopher Ascencio Dir of Strategic 40.00
$108,916 $22,282 $131,198
Michelle Odell President 3.00
Officer Director
$0 $0 $0
Kim Williams Director 1.00
Director
$0 $0 $0
Keri Thomas Director 1.00
Director
$0 $0 $0
Trina Gonzalez Director 1.00
Director
$0 $0 $0
Gordon Fowler Director 1.00
Director
$0 $0 $0
Erica L Taylor Secretary 3.00
Officer Director
$0 $0 $0
Phil Horn Vice President 2.00
Officer Director
$0 $0 $0
Ashley Brand Director 1.50
Director
$0 $0 $0
Francisco Castillo Treasurer 1.50
Officer Director
$0 $0 $0
Ellen Brown Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $15,998,146 $14,349,946 $21,604,932 $1,648,200
2022 $10,178,334 $9,491,445 $18,239,506 $686,889
2021 $11,927,554 $8,218,035 $17,518,135 $3,709,519
2020 $12,157,295 $6,854,004 $14,011,203 $5,303,291
2019 $6,369,413 $5,058,393 $9,573,716 $1,311,020
2018 $5,636,229 $4,077,972 $8,658,855 $1,558,257
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