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THE CALIFORNIA WELLNESS FOUNDATION

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Public IRS 990 nonprofit record

THE CALIFORNIA WELLNESS FOUNDATION

EIN 95-4292101 · Corporate Foundations (T21)

What they do

THE CALIFORNIA WELLNESS FOUNDATION

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe explanation is very short. Ask what work they really do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$536.63spent for every $100 of revenueSpending was higher than revenue this year.
$14.20in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $60,102,507 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $683,481 for RICHARD TATE (CEO/PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$13,765,234
Expenses$73,867,741
Annual shortfall $60,102,507 Expenses were higher than revenue for this filing year.
See all reported dollar amounts
Revenue$13,765,234
Expenses$73,867,741
Assets$1,049,009,252
Income$272,456,910
Grants given$441,896,481
Average grant$77,567
Stocks and bonds$364,069,257
Accounting fees$220,866
Investing fees$2,093,763
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
RICHARD TATECEO/PRESIDENT · 50 hrs/week $683,481
ROCHELLE WITHARANACFO · 50 hrs/week $412,808
LORI COXVP OF PROGRAMS · 50 hrs/week $336,960
ARUN BAHETIVP OF OPERATIONS · 50 hrs/week $331,002
ALEX JOHNSONVP OF PUBLIC AFFAIRS · 50 hrs/week $261,529
ADAMS CAITLINSR. DIRECTOR - HUMAN · 50 hrs/week $251,597
GLORIA ROMERO-MEDINACONTROLLER · 50 hrs/week $239,047
EARL LUIMANAGING DIRECTOR · 50 hrs/week $234,736
TINA ESHAGHPOURDIRECTOR - LEARNING · 50 hrs/week $203,765
JEFFREY KIMMANAGING DIRECTOR · 50 hrs/week $202,220
PAMELA SIMMS-MACKEYDIRECTOR, BOARD CHAIR · 5 hrs/week $43,400
JOSEPH LUMARDADIRECTOR, PAST CHAIR · 2 hrs/week $34,900

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

RICHARD TATECEO/PRESIDENT

ROCHELLE WITHARANACFO

LORI COXVP OF PROGRAMS

ARUN BAHETIVP OF OPERATIONS

ALEX JOHNSONVP OF PUBLIC AFFAIRS

ADAMS CAITLINSR. DIRECTOR - HUMAN

GLORIA ROMERO-MEDINACONTROLLER

EARL LUIMANAGING DIRECTOR

TINA ESHAGHPOURDIRECTOR - LEARNING

JEFFREY KIMMANAGING DIRECTOR

PAMELA SIMMS-MACKEYDIRECTOR, BOARD CHAIR

JOSEPH LUMARDADIRECTOR, PAST CHAIR

ARNOLD PERKINSDIRECTOR, AUDIT CHAIR

TERENCE P MULLIGANDIRECTOR, TREASURER

ANGELICA SALASDIRECTOR, BOARD SECRETARY

IRMA COTADIRECTOR

GERI YANG-JOHNSONDIRECTOR

KATHERINE KATCHERDIRECTOR

ERNEST WILSON IIIDIRECTOR

DEBRA NAKATOMIDIRECTOR

VIRGINIA HEDRICKDIRECTOR

XOCHITL CASTANEDADIRECTOR

About this charity

Recognized since
January 1991
Location
515 S FLOWER STREET 1100, LOS ANGELES, CA 90071
County
Los Angeles
In care of
RICHARD TATE
Primary officer
RICHARD TATE, PRESIDENT & CEO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990PF
Tax preparer
GREEN HASSON & JANKS LLP
NTEE classification
Corporate Foundations (T21)
IRS tax category
Corporate Foundations
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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