Healthy Community Forum for Sacramento Region Dba Community HealthWorks
Nonprofit profile at a glance
- EIN
- 680377256
- IRS 990 coverage
- 2013–2024
- Forms available
- Form 990 2024, Form 990-N 2012
- Location
- Sacramento, CA, USA
- Phone
- 9164148340
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Public Health Program (Includes General Health and Wellness Promotion Services)
Reported finances
- Revenue
- $19,051,351
- Expenses
- $17,414,422
- Assets
- $23,626,523
- Liabilities
- $3,816,004
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
18 people listed
Executive titles in this filing
- Kelly Bennett (CEO)
- Michelle Odell (President)
- Phil Horn (Vice President)
Highest reported compensation
- Kelly Bennett (CEO): $254,514 total reported compensation
- Joil Xiong (Sr VP Operation): $168,707 total reported compensation
- Kyle Stefano (VP Clinical Prog.): $161,844 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
Health Navigation Program: Community HealthWorks (CoHeWo) is the Sacramento regions leading health access and enrollment assistance organization dedicated to achieving health care access and coordination for all area residents. CoHeWos diverse team of Community Health Workers on the Health Navigation team are embedded in community settings throughout the Greater Sacramento Region and provide health sustaining supportive services to address social determinants of health which include, but not limited to: health coverage enrollment (new applications renewals, reporting changes); Medi-Cal intercounty transfers, plan selection or changes to assigned provider/health plan; CalFresh application; primary, dental or vision care appointments; transportation services; interpreting services; education on health coverage and nutrition programs; cell phone and identification provision; as well as facilitating referrals to other critical resources such as WIC, legal services, in-home supportive services (IHSS) and child care. In 2019, Community HealthWorks expanded its navigation program to add a pediatric navigator program at Sutter Medical Center, Sacramento. In 2024, the Pediatric Navigation program served 2,835 newborn babies connecting their families to critical coverage and medical homes and scheduled their 2-day follow-up appointments. During 2024, Community HealthWorks CHWs on the health navigation team provided about 93,537 navigation services to approximately 18,289 individuals, including in-person health coverage enrollment assistance, renewal/re-determination assistance, and retention of health coverage. They also offered health care education, outreach, troubleshooting assistance, and care coordination related to finding or changing a doctor, scheduling doctor appointments, and arranging transportation, language interpretation, and other requested services. 4,439 individuals were provided CalFresh services which include screening, education, enrollment and retention support.
Operating model
- Revenue model
- Donor-supported. 89% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 73
- Transparency & Controls: 84
- Accountability: 82
- Sustainability: 55
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 78.8%; rating input score 79
- Program expense ratio: 86.1%; rating input score 86
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 4 of 6 controls in place; rating input score 67
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 5 of 9 controls in place; rating input score 56
- Conflict-of-interest policy: Fail
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 8.6%; rating input score 64; 64th percentile among comparable filings
- Total-asset coverage ratio: 1.36; rating input score 47; 47th percentile among comparable filings
- Liabilities to assets ratio: 0.16; rating input score 64; 64th percentile among comparable filings
- Officer compensation ratio: 7.4%; rating input score 33; 33rd percentile among comparable filings
Growth
- Program expense growth: 23.1% per year; rating input score 100; 92nd percentile among comparable filings
- Revenue growth: 20% per year; rating input score 100; 92nd percentile among comparable filings
- Asset growth: 20.7% per year; rating input score 100; 90th percentile among comparable filings
Details
- Where the money goes: 78.8% of revenue deployed · 86.1% of spending went to programs
- Governance: 10 of 10 board members independent · 5 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $15M in reported program spending
- Leadership: top reported pay $255K · 18 people listed · 4 of 6 pay-setting controls reported
- Highest-paid contractors: 1 contractor listed · $272K reported
- Consistency: 31 of 31 current checks pass
- Schedules: 6 filed schedules · includes major donors and executive pay
- Filing history: 11 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Money network: 8 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: 3 of 8 not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 47/100.
- Moderate — Sustainability: Officer compensation ratio scored 33/100.