How much did WESTERN HEALTH ADVANTAGE grant in FY2023?

Arts & Culture$1.4MHealth$1.2MCommunity Improvement$785kEducation$778kPhilanthropy$531kYouth Development$136kFood & Nutrition$80kEmployment$30kHuman Services$21kOther$823k

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2019

culturalhealthyasian pacificpacific islandersistersadultsfood

2020

economicresearchstudent outreachoutreach workplaceeducation outreachentrepreneurship

2021

education outreachentrepreneurship

2022

education outreachcristo rey

2023

seniorcancermealslgbtqjusticedavistreatment

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2023 · 22 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2023

Under $10k4 grants · $29k
$10k–50k12 grants · $242k
$50k–250k6 grants · $690k

$20,000

Median grant

States reached

$103M

Total assets

Largest grants

THE UNIVERSITY FOUNDATION$150,000
CROCKER ART MUSEUM$139,000
AMERICAN HEART ASSOCIATION$115,000
SACRAMENTO REGION COMMUNITY FOUNDATION$105,623
GREATER SACRAMENTO AREA ECONOMIC COUNCIL$100,000
MERCY FOUNDATION$80,000
SACRAMENTO BALLET ASSOCIATION$40,000
CRISTO REY HIGH SCHOOL$28,500
DOWNTOWN SACRAMENTO PARTNERSHIP - ICE RINK$25,000
VALLEY VISION$25,000
KVIE INC$20,000
YOLO FOOD BANK$20,000
SACRAMENTO LGBT COMMUNITY CENTER$20,000
NEHEMIAH COMMUNITY FOUNDATION$18,000
UC DAVIS FOUNDATION$15,000

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY18–20, $21k) land where the poverty rate runs at 12% — the area typically sits at 9%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

96%of every dollar goes to organizations you’ve funded before.

$5.5M · 29 repeat orgs$250k to everyone else

29 repeat relationships — 15 still active in FY2023, 14 since wound down; 5 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$5.5M

$186k

Median revenue growth · since first grant

+41%

+72%

Still filing today

90%

64%

New vs renewed · share of each year

In FY2023, 93% of grant dollars renewed an existing relationship; $64k went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

HealthArts & CultureCommunity ImprovementEducationHuman ServicesPhilanthropyOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

AH
American Heart Association
6× · 2018–2023 · $675k · revenue +14%
TU
THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE
4× · 2020–2023 · $610k · revenue +119%
GS
GREATER SACRAMENTO AREA ECONOMIC COUNCIL
6× · 2018–2023 · $600k · revenue +380%

Funded once

CR
CRISTO REY HIGH SCHOOL SACRAMENTO
one grant, 2020 · $40k · revenue +2%
MA
MERISTEM AUTISM PLEDGE
one grant, 2020 · $25k · revenue -8%
WM
WOODLAND MEMORIAL HOSPITAL FOUNDATIONgraduated
one grant, 2021 · $20k · revenue +44%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

California State University

Connect, engage and celebrate alumni, students and friends of sacramento state while building lifelong relationships that support the future of our university.

Education

CalMatters

To improve Californias democracy by making its government more transparent and accountable and giving Californians the information they need to understand and engage with that government.

Civil Rights

Capital Black Chamber of Commerce

The mission of the Sacramento Black chamber of commerce is to assure member businesses will benefit through services that sustain and increase their revenue. Additionally, the region will benefit through the growth of African American…

—

Sacramento Philharmonic & Opera

Arts & Culture

Sacramento Asian Pacific

To create a positive environment for local business, government, educational institutions and trade. to promote, nuture and propel economic growth in the region.

—

Sacramento Convention and Visitors Bureau

Provide convention and visitors bureau services

—

Sacramento Pioneer Association

Arts & Culture

The Sierra Fund

The Sierra Fund mission is to restore ecosystem and community resiliency in the Sierra Nevada. We rely on the principles of science, stewardship, environmental justice, and policy advocacy to promote headwater resiliency for the…

Environment

Sacramento Foundation

The primary purpose of the organization is to support the united way california capital region.

—

Sacramento Region Performing Arts

Build community, inspire a love of the performing arts and enrich lives through music.

Arts & Culture

Central Valley Business Federation

To strengthen the voice of business in California Central Valley through information sharing expertise networking connections and research to impact economic policies programs and projects.

Community Improvement

California Forward

California forward (ca fwd) brings people together across regions to improve government and create resilient growth statewide.

Public Benefit

For reference, the grantee most central to the portfolio’s shape is Impact Foundry and the most unlike its peers is St Hope Academy. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side

Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 38 years old; the field is 15. You back the established end — and your money leans older still.

The field is 25% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close — 2% lost their exemption, against 11% of the field you don’t fund.

orgs you fund

2%1/48

the rest of the field

11%

1,126/9,968

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

05the grantee network

44 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

40/44

Grantees still filing

30/44

Grew since you first funded

Where your money sits — by cause, then by grantee

Arts & Culture$1,402,833Health$1,173,130Other$954,741Community Improvement$784,745Education$778,333Philanthropy$531,355Youth Development$136,000

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Sacramento Region Community FoundationCA56.1× affinity25 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Sacramento Region Community Foundation · Sutter Valley Hospitals · Sierra Health Foundation · Kaiser Foundation Hospitals · Teichert Foundation · The California Endowment · Kaiser Foundation Health Plan Inc · Safe Credit Union · Taylor-Meyer Family Foundation · United Way California Capital · Sacramento Food Bank and Family Services · Dignity Health

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation WESTERN HEALTH ADVANTAGE funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

0get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–60%

typical government reliance, FY20–24

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: ACADEMY OF FRIENDS SPONSORSHIP.

Agentic due diligence · confidence × risk

Financial management

high risk

~0 months of operating runway; revenue contracted over 2 filed years.

Track record & reputation

high risk

2 years of Form 990 filings, no recent filing.

Legal standing

medium risk

US 501(c)(3); EIN 943064135 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on ACADEMY OF FRIENDS SPONSORSHIP, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

FlagFinancial stability— Roughly 0 months of cash on hand.
FlagSustained operations— No recent filing on record.
On trackReliance on your funding— Your grants peaked at 15% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Western Health Advantage?

Find your warmest path to Western Health Advantage through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

WESTERN HEALTH ADVANTAGE

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

44 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Western Health Advantage?

More from the funding graph

WESTERN HEALTH ADVANTAGE

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

44 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Western Health Advantage?

More from the funding graph