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CareSource

DAYTON, OH EIN: 31-1703368 Website

CareSource is a nonprofit health plan and one of the nation's largest Managed Medicaid Plans, headquartered in Dayton, Ohio. Founded in 1999, the organization serves more than 1.5 million consumers across Ohio, Kentucky, Indiana, and West Virginia. CareSource operates as a supporting organization under section 509(a)(3) of the Internal Revenue Code, providing strategic oversight to its supported public charities including CareSource Ohio, Inc., CareSource Indiana, Inc., CareSource Kentucky Co., CareSource Georgia Co., CareSource West Virginia Co., and CareSource Life Services Co.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.8B

-21.5% YoY

Revenue

$1.5B

-40.5% YoY

Net Investment Income

$136.5M

-89.3% YoY

Expenses

$1.3B

-7.8% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

CareSource's mission centers on making a lasting difference in members' lives by improving their health and well-being. The organization offers services for Medicaid, Medicare, and Federal Exchange members.

The CareSource Foundation, established in 2006, focuses on the following priority areas:

  • Support health education and promote healthy habits
  • Improve maternal, infant and child health
  • Support individuals with disabilities and other complex populations to live independently
  • Eliminate poverty and provide services to low- and moderate-income families
  • Encourage healthy communities
  • Develop innovative approaches to address critical health issues
  • Enhance the lives of children, adults, and families

Grantmaking

Since 2006, The CareSource Foundation has awarded more than $35.5 million to nonprofits (with some sources indicating over $39 million in total awards).

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Geographic Focus

Where this funder awards grants

The CareSource Foundation's grant-making focuses primarily on Ohio, North Carolina, and Georgia, with recent expansion into Nevada.

Grant Distribution by State

19states
+11 more states

Cities

AkronAlbanyAnn ArborArlingtonAtlantaAugustaAustinBatesvilleBeavercreekBellvilleBethanyCantonCharlotteChicagoCincinnatiClarksvilleClaytonClevelandColumbusDayton

Financial History

Multi-year comparison from IRS filings

CareSource (Parent Organization) - 2023:

  • Total revenues: $2,546,732,879
  • Total expenses: $1,380,461,409
  • Total assets: $3,545,839,148

The CareSource Foundation - 2024:

  • Total assets: $1,053,870
  • Total giving: $3,145,400
  • Total revenues: $3,680,093
  • Total expenses: $3,421,600

CareSource Overall - 2024:

  • Revenue: $1.51 billion
  • Expenses: $1.27 billion
  • Total assets: $2.78 billion
  • Total liabilities: $488 million

The CareSource Foundation holds a Four-Star rating with a 96% score based on Accountability & Finance metrics.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$700M$1.4B$2.1B$2.8B20202021202220232024
Metric202420232022
Total Assets$2,781,857,674$3,545,839,148$1,013,140,667
Revenue$1,514,731,827$2,546,732,879$360,633,144
Expenses$1,272,933,992$1,380,461,409$28,890,756
Qualifying Distributions
Net Investment Income$136,541,643$1,272,038,863$296,178,447
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$4M$8M$11M$15M21 grants20207 grants20212 grants2022128 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

80 grants across all recorded years

36<$50K19$50–100K9$100–250K8$250–500K1$500K–1M7$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Leadership team and compensation from IRS filings

  • Erhardt Preitauer: Runs The CareSource Foundation
  • CareSource employs 5,303 people as of 2023

Compensation Overview

From 2024 IRS filing

Erhardt PreitauerPresident & CEO, Director$6.1MRichard ToppingSecretary (to 5/31)$2.7MScott MarkovichEVP Markets & Products$1.7MLawrence SmartCFO, Treasurer$1.7MSanjoy MusunuriEVP Strategy & Bus Dev$1.6MDavid WilliamsEVP & Chief Medical Ofr$1.6MJennifer DoughertyChief HR Officer$1.4MDevon ValenciaChief Information Officer$1.4MTaira KelleySVP Growth (to 7/12)$1.4MStephen RingelPresident Market$1.2MJenny MichaelSVP Advocacy (to 4/1)$1.1MEdward StubbersSecretary (Eff 6/1)$1.1MSteve SmithermanPresident Market$1.0MIsaac DavidiSVP Operations$1.0MFred SchulzChief Operating Officer$821KAnthony PrincipiChairman$280KJai PillaiFormer Chief Operating Ofr$245KEdward Thomas Brodme…Vice Chairman$210KDavid MillerDirector$170KCraig BrownDirector$160KThomas EdwardsDirector$160KThomas KellyDirector$160KLinda WillettDirector$150KAnthony WinnsDirector$150K

From 2024 filing

NameTitleHoursCompensation
Erhardt PreitauerPresident & CEO, Director15$6,076,721
Lawrence SmartCFO, Treasurer15$1,657,234
Richard ToppingSecretary (to 5/31)15$2,659,280
Scott MarkovichEVP Markets & Products15$1,702,416
Sanjoy MusunuriEVP Strategy & Bus Dev15$1,641,628
David WilliamsEVP & Chief Medical Ofr15$1,571,414
Devon ValenciaChief Information Officer45$1,422,480
Jennifer DoughertyChief HR Officer45$1,449,812
Edward StubbersSecretary (Eff 6/1)15$1,060,829
Isaac DavidiSVP Operations15$1,018,165
Fred SchulzChief Operating Officer15$821,498
Stephen RingelPresident Market1$1,163,559
Steve SmithermanPresident Market1$1,029,377
Taira KelleySVP Growth (to 7/12)15$1,368,593
Jenny MichaelSVP Advocacy (to 4/1)15$1,113,036
Anthony PrincipiChairman10$280,000
Edward Thomas BrodmerkelVice Chairman8$210,000
David MillerDirector8$170,000
Craig BrownDirector8$160,000
Thomas EdwardsDirector8$160,000
Thomas KellyDirector8$160,000
Linda WillettDirector8$150,000
Anthony WinnsDirector8$150,000
Jai PillaiFormer Chief Operating Ofr$244,761

Recent News & Activity

Recent developments and announcements

2025

The CareSource Foundation hosts an annual Hearts for Hope event supporting the Foundation's efforts. The 2025 event featured multiple sponsorship tiers including MVP, All-Star, Hall of Fame, Game Changer, Champion, and Friends of the Foundation sponsors.

CareSource Foundation Invests $300,000 in Community Health ...

Recent grant initiatives include the Community Health Innovation Grant Challenge and workforce development grants, such as support for behavioral health workforce elevation in Ohio through Integrated Services.

CareSource Foundation Invests $300,000 in Community Health ...

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does CareSource fund?

CareSource's mission centers on making a lasting difference in members' lives by improving their health and well-being. The organization offers services for Medicaid, Medicare, and Federal Exchange members. The CareSource Foundation, established in 2006, focuses on the following priority areas: • Support health education and promote healthy habits • Improve maternal, infant and child health • Support individuals with disabilities and other complex populations to live independently • Eliminate p…

How do I apply for a grant from CareSource?

Since 2006, The CareSource Foundation has awarded more than $35.5 million to nonprofits (with some sources indicating over $39 million in total awards). **Financial Overview:** • Total assets: $1,053,870 (2024) • Total giving: $3,145,400 (2024) • Total revenues: $3,680,093 (2024) • Total expenses: $3,421,600 (2024) **Grant Characteristics:** • Typical award range: $6,000–$332,940 • The Foundation invests in initiatives and organizations that improve the health and well-being of CareSource's mem…

Where does CareSource make grants?

The CareSource Foundation's grant-making focuses primarily on Ohio, North Carolina, and Georgia, with recent expansion into Nevada.

What is CareSource's EIN?

CareSource's EIN (Employer Identification Number) is 31-1703368. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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