CareSource

DAYTON, OH EIN: 31-1703368

CareSource ("the Company") is a nonprofit organization operating in Ohio. The Company was formed as a supporting organization, to act for the benefit of, and to carry out, the exempt purposes of its nonprofit, tax-exempt affiliates. (Continued on Schedule O)

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$2.8B

-21.5% YoY

Annual Giving

-100.0% YoY

Grant Count

0

-100.0% YoY

Avg Grant Size

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Financial History

Multi-year comparison from IRS filings

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

158 grants across all recorded years

113<$50K19$50–100K9$100–250K8$250–500K1$500K–1M8$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does CareSource fund?

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Key People

Officers and directors from IRS filings

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

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

19states
+11 more states

Cities

AkronAlbanyAnn ArborArlingtonAtlantaAugustaAustinBatesvilleBeavercreekBellvilleBethanyCantonCharlotteChicagoCincinnatiClarksvilleClaytonClevelandColumbusDayton

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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