CareSource
CareSource is a nonprofit organization based in Dayton, Ohio, formed in 1999 as a supporting organization for the benefit of its nonprofit, tax-exempt affiliates. It provides strategic oversight to supported organizations whose health plans serve people through Medicaid, Health Insurance Marketplace, and Medicare products. The organization states that its supported organizations provide access to health care to nearly 2,000,000 individuals with complex medical needs.
CareSource at a glance
In short: CareSource gave $7.6M across 34 grants in 2024 (avg $225K), mostly in Ohio. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $7,639,874
- -49.9% vs 2023
- Grants made (2024)
- 34
- -73.4% vs 2023
- Average grant
- $224,702
- +88.7% vs 2023
- Median grant
- $17,500
- Total assets
- $2,781,857,674
- -21.5% vs 2023
- Primary geography
- Ohio (94% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated October 2026.
How to apply to CareSource
- Contact
Mailing address: PO Box 8738, Dayton, OH 45401-8738
Phone: (937) 224-3300
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who CareSource funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was The Caresource Foundation ($3.5M). Together the top 10 received $7.3M.
Grant Size Distribution
192 grants across all recorded years
The most common grant size was under $50K: 138 grants of 192 (72%).
Geographic Focus
Where this funder awards grants
In 2024, 94% of grant dollars went to recipients in Ohio and 4% to recipients in Washington, DC. The remaining reported shares were Arkansas at 1%, and Kentucky and North Carolina at 0% each.
Grant Distribution by State
Share of 2024 grant dollars across all 34 itemized grants.
States
Cities
How CareSource gives
Estimate from itemized grant lists in IRS Form 990 filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $600K (2020) to $15.2M (2023). In 2024 it made 34 grants totaling $7.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Caresource Foundation Dayton, OH | Grants on Behalf of Caresource's Supported Orgs | $3,500,000 |
| Caresource Mission Columbus, OH | General Support | $2,925,456 |
| US Chamber of Commerce Foundation Washington, DC | Hiring Our Heroes Sponsorship | $250,000 |
| The Big Hoopla Inc Beavercreek, OH | General Support | $195,000 |
| Clark County Health Department Springfield, OH | General Support | $100,000 |
| University of Dayton Dayton, OH | Spotlight on Mental Health Exhibition Game Sponsor | $100,000 |
| Preschool Promise Dayton, OH | Be Ready by Inititative | $75,000 |
| National African American Male Wellness Agency Columbus, OH | General Support | $55,000 |
| The United Way of the Greater Dayton Area Dayton, OH | General Support | $50,000 |
| National Governors Association Center for Best Practices Washington, DC | 2024 Annual NG Partnership | $30,000 |
Ready to take the next step with CareSource?
Financial History
Multi-year comparison from IRS filings
Amounts below are for CareSource’s filings, not for a grantee.
The 2024 filing reports 34 grants; the 2023 filing reports 128, and the 2022 filing reports 2.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $2,781,857,674 | $1,514,731,827 | $1,272,933,992 | $7,639,874 | 34 | $136,541,643 |
| 2023 | $3,545,839,148 | $2,546,732,879 | $1,380,461,409 | $15,244,240 | 128 | $1,272,038,863 |
| 2022 | $1,013,140,667 | $360,633,144 | $28,890,756 | $4,500,000 | 2 | $296,178,447 |
| 2021 | $699,160,352 | $995,681,840 | $844,039,813 | $3,623,450 | 7 | $12,464,479 |
| 2020 | $897,034,476 | $1,126,549,677 | $1,015,599,876 | $599,509 | 21 | $7,719,773 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
CareSource’s stated mission is to make a lasting difference in members’ lives by improving their health and well-being. Its filing describes work addressing social needs such as nutrition, transportation, housing, jobs, social connectedness, communication, and access, and integrating social and economic supports into members’ care.
In 2024, CareSource described grants made on behalf of its supported public charities to organizations delivering health and human services. Among the grantees, Preschool Promise said its vision is that every child in Montgomery County, Ohio, is ready for kindergarten and beyond, and described work improving access to early-childhood programs and services. The National African American Male Wellness Agency said it is dedicated to wellness and education for African American males. The United Way of the Greater Dayton Area described its mission as uplifting neighbors and improving the region’s quality of life. These are the grantees’ stated missions, not CareSource’s.
Grantmaking
In filing year 2024, CareSource reported 34 grants totaling $7,639,874. Grant amounts ranged from $6,000 to $3,500,000, with a median of $17,500.
The largest reported grant was $3,500,000 to The CareSource Foundation for grants on behalf of CareSource’s supported organizations. CareSource also reported $2,925,456 to CareSource Mission for general support, $250,000 to the US Chamber of Commerce Foundation for a Hiring Our Heroes sponsorship, and $195,000 to The Big Hoopla Inc for general support. Other grants included $100,000 each to Clark County Health Department for general support and the University of Dayton for a Spotlight on Mental Health exhibition game sponsorship, and $75,000 to Preschool Promise for the Be Ready By initiative.
No application instructions or unsolicited-request policy are provided in the available information.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Erhardt Preitauer as President and CEO and a director; Lawrence Smart as CFO and Treasurer; Richard Topping as Secretary through May 31; and Edward Stubbers as Secretary effective June 1. Other listed officers include Scott Markovich, EVP Markets & Products; Sanjoy Musunuri, EVP Strategy & Business Development; David Williams, EVP and Chief Medical Officer; Devon Valencia, Chief Information Officer; Jennifer Dougherty, Chief HR Officer; and Isaac Davidi, SVP Operations.
CareSource is led by Erhardt Preitauer, President, CEO & Director on every filing since 2020; all 24 officers listed in 2024 are compensated.
Officers on the 2024 filing
Erhardt Preitauer
President, CEO & Director
On filings since 2020
15 hrs/week
$2.2M (2020) → $6.1M (2024)
Stephen Ringel
President Market
President & Market → President Market, 2022
On filings since 2020
1 hr/week
$684K (2020) → $1.2M (2024)
Steve Smitherman
President Market
President & Market → President Market, 2023
On filings since 2020
1 hr/week
$511K (2020) → $1M (2024)
Anthony Principi
Chairman
Director → Chair & Director, 2021
Chair & Director → Chairman, 2022
On filings since 2020
10 hrs/week
$115K (2020) → $280K (2024)
Craig Brown
Director
On filings since 2020
8 hrs/week
$120K (2020) → $160K (2024)
David Miller
Director
On filings since 2020
8 hrs/week
$105K (2020) → $170K (2024)
Thomas C. Edwards
Director
On filings since 2020
8 hrs/week
$98K (2020) → $160K (2024)
Thomas Kelly
Director
On filings since 2021
8 hrs/week
$160K (2021) → $160K (2024)
Anthony Winns
Director
On filings since 2022
8 hrs/week
$150K (2023) → $150K (2024)
Linda Willett
Director
On filings since 2022
8 hrs/week
$150K (2023) → $150K (2024)
Devon Valencia
Chief Information Officer
On filings since 2020
45 hrs/week
$831K (2020) → $1.4M (2024)
Edward Thomas Brodmerkel
Vice Chairman
Director → Vice Chairman, 2022
On filings since 2020
8 hrs/week
$108K (2020) → $210K (2024)
Jai Pillai
Former Chief Operating Ofr
Chief Operating Officer → Chief Operating Ofr, 2023
Chief Operating Ofr → Former Chief Operating Ofr, 2024
On filings since 2020
$1M (2020) → $245K (2024)
Richard Topping
Secretary
Chief Legal Ofr & Secretary → Chief Legal Officer & Secretary, 2021
Chief Legal Officer & Secretary → Secretary, 2023
On filings since 2020
15 hrs/week
$363K (2020) → $2.7M (2024)
David Williams
Executive Vice President & Chief Medical Ofr
Executive Vice President & Chief Med Ofr → Executive Vice President & Chief Medical Officer, 2022
Executive Vice President & Chief Medical Officer → Executive Vice President & Chief Medical Ofr, 2024
On filings since 2021
15 hrs/week
$360K (2021) → $1.6M (2024)
Lawrence Smart
CFO & Treasurer
On filings since 2021
15 hrs/week
$637K (2021) → $1.7M (2024)
Sanjoy Musunuri
Executive Vice President Strategy & Bus Development
Executive Vice President, Strategy & Business Development → Executive Vice President Strategy & Business Development, 2022
Executive Vice President Strategy & Business Development → Executive Vice President Strategy & Bus Development, 2024
On filings since 2021
15 hrs/week
$918K (2021) → $1.6M (2024)
Scott Markovich
Executive Vice President Markets & Products
Executive Vice President & Markets → Executive Vice President Markets & Products, 2022
On filings since 2021
15 hrs/week
$974K (2021) → $1.7M (2024)
Edward Stubbers
Secretary
Senior Vice President & General Counsel → Secretary, 2024
On filings since 2022
15 hrs/week
$1.1M (2024)
Jennifer Dougherty
Chief Hr Officer
Chief Human Resources Officer → Chief Hr Officer, 2024
On filings since 2022
45 hrs/week
$1.8M (2023) → $1.4M (2024)
Taira Kelley
Senior Vice President Growth
On filings since 2022
15 hrs/week
$1.4M (2024)
Isaac Davidi
Senior Vice President Operations
On filings since 2023
15 hrs/week
$1.5M (2023) → $1M (2024)
Fred Schulz
Chief Operating Officer
New on the 2024 filing
15 hrs/week
$821K (2024)
Jenny Michael
Senior Vice President Advocacy
New on the 2024 filing
15 hrs/week
$1.1M (2024)
Former officers (16)
- Former: Daniel McCabe (2020–2023) — Former Chief Administrator Officer
- Former: Patricia Martin (2020–2023) — Director
- Former: Robert Losier (2020–2023) — Senior Vice President It Infra & Ops
- Former: Jason Bearden (2022–2023) — President Market
- Former: David Finkel (2020–2022) — Former Executive Vice President Markets
- Former: James Voiland (2020–2022) — Former Chief Clinical Officer
- Former: John Monahan (2020–2022) — Director
- Former: Bobby Jones (2020–2021) — President & Market
- Former: David Goltz (2020–2021) — CFO & Treasurer
- Former: Patrice Wolfe (2020–2021) — Director
- Former: Scot Ward (2020–2021) — Senior Vice President & Analytics
- Former: Pamela Morris (2021) — Former President & CEO
- Former: Christina Turner (2020) — Executive Vice President Strat & Bus Development
- Former: Kevin Brown (2020) — Chairperson & Director
- Former: Michael Ervin MD (2020) — Vice Chairperson & Director
- Former: Terence Rapoch (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $6.1M, to Erhardt Preitauer (President & CEO, Director). 24 officers or directors reported compensation on that filing.
Frequently asked questions about CareSource
How much does CareSource give each year?
CareSource gave $7.6M across 34 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $15.2M across 128 grants.
What is CareSource's typical grant size?
CareSource's median grant in 2024 was $17,500, and its average grant was $224,702, across 34 grants on its 2024 IRS Form 990.
Where does CareSource give grants?
CareSource gives mostly in Ohio: 94% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Dayton, OH (9 grants), Columbus, OH (7 grants), Washington, DC (4 grants) and Little Rock, AR (4 grants).
Does CareSource give general operating support?
Yes: 35% of CareSource's 2024 grants with a stated purpose (12 of 34) were for general or operating support, per its 2024 IRS Form 990.
Who are CareSource's largest grantees?
CareSource's largest 2024 grantees include The Caresource Foundation ($3,500,000), Caresource Mission ($2,925,456) and US Chamber of Commerce Foundation ($250,000), according to its 2024 IRS Form 990. Together they received 87% of its itemized 2024 grant dollars.
How large is CareSource?
CareSource reported $2.8B in total assets on its 2024 IRS Form 990. Its revenue that year was $1.5B.
What does CareSource fund?
CareSource’s stated mission is to make a lasting difference in members’ lives by improving their health and well-being. See mission & focus areas ↑
How do I apply for a grant from CareSource?
CareSource has no public application process in the sources Grantable reviewed. Check hapcaresource.com for current guidelines, or contact the foundation directly before submitting a request.
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.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in CareSource's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The CareSource Foundation
Dayton, OH
The CareSource Foundation funds 501(c)(3) nonprofits working on health, human services, opportunity, and community well-being, with priorities including underserved families, maternal and child health, disability support, housing, and workforce development. Its 2024 grants ranged from $6,462 to $180,000, with a median of $50,000; it prioritizes communities where CareSource members live, especially its service areas and the Dayton region. Under its invitation-only process beginning July 31, 2026, it does not accept unsolicited requests.
Assets
$1.1M
Grants
52
Total Given
$3.0M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Dayton Children's Hospital
Dayton, OH
Dayton Children’s Hospital funds nonprofit programs addressing child health and safety, including health services and education as well as root causes such as poverty and homelessness. Its 2025 grants ranged from $7,500 to $30,000, with a median of $8,500, and support organizations in its 20-county service region in Ohio and eastern Indiana. It invites eligible organizations to apply for community benefit grants; the stated guidelines allow one application every other year.
Assets
$2.0B
Grants
15
Total Given
$187K
Miami Valley Hospital
Dayton, OH
Miami Valley Hospital supports community health and healthcare programs, with priorities including cardiovascular and mental health, substance use, maternal health, prevention, and barriers to care. Its community benefit awards are typically $500–$8,000; its primary service area is Greene, Miami, Montgomery, Preble, and Shelby Counties in Ohio. It accepts applications through its community benefit grant process, with deadlines listed four times a year.
Assets
$1.5B
Grants
23
Total Given
$2.6M
WPCU Sunshine Community Fund
Beavercreek, OH
The WPCU Sunshine Community Fund supports nonprofits and community programs that advance financial well-being, including work in education, housing, employment, food security, and health. Its InspiRAYtion Grants typically range from $5,000 to $25,000 and serve WPCU communities in southwest and central Ohio; organizations begin by submitting a Letter of Interest, with selected applicants invited to apply in full.
Assets
$1.4M
Grants
26
Total Given
$310K
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
More similar funders
More Funders in Ohio
Cite this profile
Grantable. (2026). CareSource funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/caresource-morg_da49f8aa445e4953b5f84255e72c6070
BibTeX
@misc{grantable_311703368_2026,
author = {{Grantable}},
title = {{CareSource funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/caresource-morg_da49f8aa445e4953b5f84255e72c6070},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from CareSource's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
CareSource down — hundreds of funders to go?