California School-Based Health Alliance

Oakland, CA   |
GuideStar Charity Check

California School-Based Health Alliance

EIN: 94-3201896


The California School-Based Health Alliance (CSHA) improves the health and academic success of children and youth by advancing health services in schools.  We envision a day when all of California's children and youth are healthy and achieving at their full potential. We conduct policy work, promote the school-based health center (SBHC) model, and assist SBHCs with program development to expand and strengthen school health services.  Our large network of collaborating partners includes over 300 SBHCs, numerous school districts, federally qualified health centers and other providers, dozens of state and local policy organizations, and an e-communications network of more than 8,000 individuals.

Ruling year info


Executive Director

Sergio Morales MPA

Main address

1203 Preservation Park Way Suite 302

Oakland, CA 94612 USA

Show more contact info

Formerly known as

California School Health Centers Association



Subject area info

Elementary and secondary education


Youth development

Population served info

Children and youth

NTEE code info

Alliance/Advocacy Organizations (E01)

Community Health Systems (E21)

Management & Technical Assistance (O02)

Programs and results

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

Login and update

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?


CSHA is the lead organization in California advocating for policies that support the expansion and sustainability of school health centers, as well as a key player on a broader array of school health and mental health issues and children's access to health coverage and care.

Some of our activities include: legislative advocacy; coordination with state agencies; partnerships with other children's and health care advocates; and work with managed-care organizations. We helped pass legislation in California to create a statewide program for school-based health centers. While this bill has not been funded due to the budget crisis, its passage has raised the visibility of school-based health centers as an important part of the health care safety net.

Population(s) Served
Children and youth

We develop tools and resources for starting and running school-based health centers. In addition, we provide individualized technical assistance and conduct training to help communities and schools start and run school-based health centers.

Population(s) Served
Children and youth

We promote the school-based health center model to school districts, community leaders, parents and students, and potential community partners in order to create awareness of how school-based health centers can improve student access to health care and increase educational outcomes.

Population(s) Served
Children and youth

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of School Based Health and Wellness Centers in California

This metric is no longer tracked.
Totals By Year
Related Program

Technical Assistance

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success


Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

CSHA's goal is increased access to effective school-based health services that contributes to all children and youth in California being healthy and achieving at their full potential in school and beyond.

The strategies CSHA uses to help increase kids' access to effective school health services are:

1. Legislative and administrative public policy and advocacy
2. Training and technical assistance to support the start-up and implementation of school-based health services (e.g., toolkits, webinars)
3. Resource cultivation for school-based health services among private funders and industry partners
4. Outreach and communications to generate awareness, interest, and support for school-based health services
5. Annual conference and other initiatives to connect school-based health stakeholders and generate engagement and leadership for the statewide movement to bring health care to schools
6. Shaping the conversation about school-based health care within the context of health and education reform
7. Generating evidence to promote successful care delivery models in schools

CSHA is the organization leading California's school-based health care movement. Our work falls in to three key areas.

We provide technical assistance to help schools and communities put health care where kids are -- at school. We develop tools and resources to help schools, clinics, and school-based health centers develop and strengthen school health programs. We also manage a number of special projects and learning collaboratives focusing on areas such as nutrition and fitness, youth leadership development, and outreach and enrollment. Our conference, webinars, tool kits, and technical assistance help school-based health centers offer high quality, age-appropriate care to kids. Our experts analyze the scope and impact of school-based health centers. We freely share best practices so kids can get the best care.

We advocate for policies that improve access to high quality care for kids by making school-based health centers an integral part of the health care and education systems. Current policy initiatives include seeking re-authorization of the federal School Health Centers Act, shaping the role school-based health centers play in health care reform, and identifying ways to strengthen the role of school-based health centers in the education system.

We conduct outreach to help expand awareness of the school-based health center model, generate school district interest in school-based health care, and build support for the school health movement.

The number of school health centers in California has doubled in the past 10 years since we hired our first paid staff, and recognition of this unique strategy for providing health care to youth has increased dramatically. There are now almost 300 school-based health centers in California - more than double the number that existed a decade ago.

Our other accomplishments include:

• Helping secure $200 million for school health center capital grants and an authorization for a program to fund school health center operations in the Affordable Care Act.
• Assisting 70 California sites in securing $30 million in federal grants which resulted in 48 new school health centers.
• Hosting a statewide conference for 900 school health stakeholders to learn about issues and challenges facing school health centers, network, and develop new expertise.
• Sponsoring AB 174 to expand trauma-informed mental health services at schools. The bill was vetoed by the Governor who supported the program but felt that legislation was not required to establish it.
• Launching a new program training youth to educate their peers and communities about the Health Exchange. During its first year, our Peer Health Insurance Rights and Education program (PHIRE) trained 31 youth who in turn educated more than 2,500 of their peers.
• Receiving a grant from Covered California to engage a network of 12 school health centers and community health providers to educate young people about the Health Exchange.
• Serving as a lead partner in the launch of All-In, a statewide campaign to encourage school districts to provide families with information about new health coverage options through the Affordable Care Act.
• Developing resource materials on patient-centered medical home, adolescent patient experience, performance measures, electronic heath records, adolescent-friendly services, and trauma-informed practices to improve the quality and sustainability of services in school health centers.
• Hosting two conferences of 100 youth each for our Youth-2-Youth network that engages our youth board of high school graduates to mentor high school youth to be health advocates.
• Engaging a growing list of school-health stakeholders in the movement to bring healthcare to kids at school. Our large network includes 300 SBHCs, numerous school districts, federally qualified health centers and other providers, dozens of state and local policy organizations, and an e-communications network of more than 8,000 contacts.

One of our major goals that we have not yet accomplished is securing a state funding source for school-based health centers.

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990


Average of 23.08 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990


Average of 7.8 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990


Average of 22% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

California School-Based Health Alliance

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

California School-Based Health Alliance

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

California School-Based Health Alliance

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of California School-Based Health Alliance’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $4,383 $21,295 $119,295 $231,002 $49,980
As % of expenses 0.2% 1.0% 5.2% 12.4% 3.3%
Unrestricted surplus (deficit) after depreciation $3,911 $21,295 $119,295 $231,002 $49,980
As % of expenses 0.2% 1.0% 5.2% 12.4% 3.3%
Revenue composition info
Total revenue (unrestricted & restricted) $3,638,259 $982,702 $1,792,483 $1,432,380 $2,426,864
Total revenue, % change over prior year 175.4% -73.0% 82.4% -20.1% 69.4%
Program services revenue 5.6% 22.5% 4.7% 7.6% 5.2%
Membership dues 0.6% 2.5% 1.3% 1.0% 1.0%
Investment income 0.2% 1.6% 1.7% 0.5% 0.5%
Government grants 20.2% 65.5% 53.6% 61.1% 65.0%
All other grants and contributions 73.1% 7.3% 38.7% 28.7% 27.7%
Other revenue 0.2% 0.6% 0.0% 1.0% 0.5%
Expense composition info
Total expenses before depreciation $2,177,850 $2,077,842 $2,274,487 $1,867,873 $1,499,416
Total expenses, % change over prior year -9.9% -4.6% 9.5% -17.9% -19.7%
Personnel 41.6% 44.7% 39.1% 56.2% 74.9%
Professional fees 46.2% 39.0% 53.2% 36.4% 13.6%
Occupancy 2.6% 2.9% 2.7% 3.3% 3.5%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 9.7% 13.5% 5.0% 4.2% 8.0%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $2,178,322 $2,077,842 $2,274,487 $1,867,873 $1,499,416
One month of savings $181,488 $173,154 $189,541 $155,656 $124,951
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $2,359,810 $2,250,996 $2,464,028 $2,023,529 $1,624,367

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 12.6 8.4 2.5 3.3 6.5
Months of cash and investments 13.7 9.6 6.8 6.4 10.1
Months of estimated liquid unrestricted net assets 2.3 2.6 3.0 5.1 6.8
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $2,280,054 $1,457,102 $464,691 $515,856 $816,141
Investments $199,293 $196,935 $815,564 $486,284 $445,198
Receivables $721,900 $492,479 $436,062 $294,608 $903,848
Gross land, buildings, equipment (LBE) $18,006 $18,006 $18,006 $18,006 $18,006
Accumulated depreciation (as a % of LBE) 100.0% 100.0% 100.0% 100.0% 100.0%
Liabilities (as a % of assets) 1.1% 3.4% 6.7% 7.9% 3.6%
Unrestricted net assets $425,769 $447,064 $566,359 $797,361 $847,341
Temporarily restricted net assets $2,767,518 $1,654,638 N/A N/A N/A
Permanently restricted net assets $0 $0 N/A N/A N/A
Total restricted net assets $2,767,518 $1,654,638 $1,048,298 $423,210 $1,253,360
Total net assets $3,193,287 $2,101,702 $1,614,657 $1,220,571 $2,100,701

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No


The people, governance practices, and partners that make the organization tick.

Form 1023/1024 is not available for this organization

Executive Director

Sergio Morales MPA

Sergio J. Morales is the Executive Director of the California School-Based Health Center Alliance (CSHA), a statewide non-profit which aims to improve the health and academic success of children and youth by advancing health services in schools. Sergio brings more than 20 years of experience working in community health, building innovative solutions through a social justice and health equity lens focusing on sexual + reproductive health, with an emphasis on: communities of color, adolescents, and LGBTQ+ communities. Sergio strengthened his passion for school health services having spent 7 years managing a School-Based Health Center run by Tiburcio Vasquez Health Center in Hayward, CA. Most recently he was the Associate Vice President of Programs at Essential Access Health where he was responsible for all community health programs and partnerships, including the Title X Family Planning program and the STI Prevention Center. Sergio attended the University of California at Santa Barbara

Number of employees

Source: IRS Form 990

California School-Based Health Alliance

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

California School-Based Health Alliance

Board of directors
as of 04/27/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Maryjane Puffer

The L.A. Trust for Children's Health

Term: 2018 - 2028

Juan Taizan

Alameda County Behavioral Health Care Services

Kimberly Humphrey

Contra Costa County Public Health Clinic Services

Mara Larsen-Fleming

Oakland Unified School District

Deanna Niebuhr

The Opportunity Institute

Micheal Lombardo

Placer County Prevention Services and Supports

Jessica Saint-Paul

Changing the Health of Adolescents Impacting the Nation Reaction, Inc.

Sharla E Smith

California Department of Education

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? No
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? No
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? No
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? No
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 4/26/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.


The organization's leader identifies as:

Race & ethnicity
Gender identity
Male, Not transgender (cisgender)
Sexual orientation
Gay, lesbian, bisexual, or other sexual orientations in the LGBTQIA+ community
Disability status
Person with a disability

Race & ethnicity

Gender identity


Sexual orientation