ASPIRE HEALTH PLAN
Cite this
Plain text ASPIRE HEALTH PLAN. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/aspire-health-plan-461567681. Retrieved 2026-10-25.
APA furp.org. (n.d.). ASPIRE HEALTH PLAN [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 25, 2026, from https://furp.org/org/aspire-health-plan-461567681
MLA “ASPIRE HEALTH PLAN.” furp.org, tax years 2015–2024, https://furp.org/org/aspire-health-plan-461567681. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $146.0M · expenses $167.5M · assets $33.0M
- EIN
- 46-1567681
- Address
- 23625 HOLMAN HWY, MONTEREY, CA 93940-5902
- Website
- WWW.ASPIREHEALTHPLAN.ORG
- NTEE code
- E31
- Exempt type
- 501(c)(4): social welfare (corporation)
- Ruling date
- March 2016 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
SOCIAL WELFARE THROUGH THE PROVISION OF HEALTH INSURANCE.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
27 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Steven Packer | PRESIDENT & CEO | 2016-2024 | $2,566,012 | $18,170,562 | 10 |
| Melissa Hall | COO | 2016-2024 | $499,364 | $2,789,763 | 1 |
| Liz Lorenzi | VP/COO | 2021-2024 | $642,359 | $2,687,493 | 1 |
| Matthew Morgan | VP OF FINANCE/CFO | 2015-2024 | $976,231 | $2,204,354 | 7 |
| Mark Carvalho Md | DIRECTOR | 2023-2024 | $920,378 | $1,839,962 | 4 |
| Michael Mcglue Md | DIRECTOR | 2020-2024 | $620,556 | $1,647,624 | 1 |
| Tyler Munson | CEO OF ASPIRE/SECRETARY | 2022-2024 | $746,843 | $1,551,956 | 1 |
| Guez Ghislaine | CHIEF MEDICAL OFFICER | 2024 | $465,439 | $465,439 | 1 |
| Cammie Flores - Director | OF CARE MANAGEMENT (THRU 11/24) | 2024 | $339,988 | $339,988 | 1 |
| Tina Lamaa | ASPIRE PHARMACY DIRECTOR | 2024 | $333,624 | $333,624 | 1 |
| Kellie Verdugo | DIRECTOR OF UTILIZATION MANAGEMENT | 2024 | $286,204 | $286,204 | 1 |
| Laura Zehm (former) | FORMER PRESIDENT / CEO | 2015-2023 | $614,317 | $7,710,708 | 8 |
| Scott Kelly (former) | VP/COO/SECRETARY (THRU 9/23) | 2015-2023 | $544,573 | $5,091,686 | 2 |
| Matt Morgan (former) | VP OF FINANCE / CFO | 2016-2022 | $800,009 | $4,166,283 | 2 |
| Cynthia O'Brien (former) | CHIEF SALES MANAGER | 2017-2022 | $353,907 | $1,511,320 | 1 |
| Alan Sokolow Md (former) | VICE PRESIDENT / CMO | 2015-2018 | $377,973 | $1,117,949 | 1 |
| Eva Balint Chief Medical (former) | OFFICER ASPIRE (THRU 6/23) | 2023 | $826,688 | $826,688 | 1 |
| Diane Hatcher (former) | BUSINESS SOLUTIONS ARCHITECT | 2017-2023 | $292,870 | $825,354 | 1 |
| Alison Dunton (former) | DIRECTOR PRACTICE ENHANCEM | 2016-2020 | $190,054 | $750,815 | 1 |
| Elisabeth Fagan (former) | DIR HEALTH PLAN OPERATIONS | 2019-2022 | $265,562 | $634,280 | 1 |
| Mary Beth Govier (former) | DIR UTILIZATION MANAGEMENT | 2022-2023 | $354,640 | $608,922 | 1 |
| Anthony Serrano (former) | DIR COMPLIANCE | 2020-2022 | $222,177 | $600,396 | 1 |
| Cammie Flores (former) | DIRECTOR OF CARE MANAGEMENT | 2023 | $272,795 | $272,795 | 1 |
| Ann Kern (former) | VP CLINICAL SVS OPERATIONS | 2021 | $248,676 | $248,676 | 1 |
| Tiffany Allen (former) | DIR ANALYTIC SERVICES | 2021 | $241,366 | $241,366 | 1 |
| Diana Hatcher (former) | Bus Intelligence Program Manager | 2016 | $156,992 | $156,992 | 1 |
| Sharon Malensek (former) | Director, Sales | 2016 | $142,813 | $142,813 | 1 |
Officers and directors, no compensation reported
21 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| John O'Brien | CHAIR | 2016-2024 | 1 | $0 reported | 6 |
| Ryan Edwards | VICE CHAIR (THRU 12/24) | 2023-2024 | 1 | $0 reported | 7 |
| David Awerbuck Md | DIRECTOR | 2016-2024 | 1 | $0 reported | 1 |
| Catherine Carson | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Regina Gage | DIRECTOR (THRU 12/24) | 2021-2024 | 1 | $0 reported | 1 |
| Leslie Higgins | DIRECTOR | 2023-2024 | 1 | $0 reported | 2 |
| Gregg Kanter Md | DIRECTOR | 2021-2024 | 1 | $0 reported | 1 |
| Tony Pruthi Md | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Allen Radner Md | DIRECTOR | 2017-2024 | 1 | $0 reported | 1 |
| Gary Ray | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Victory Rey Jr | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Pete Delgado (former) | DIRECTOR (THRU 11/23) | 2017-2023 | 1 | $0 reported | 3 |
| Eugene Hill (former) | DIRECTOR (THRU 12/23) | 2016-2023 | 1 | $0 reported | 2 |
| Harry Wardwell (former) | DIRECTOR (THRU 12/23) | 2017-2023 | 1 | $0 reported | 2 |
| Jib Martens (former) | DIRECTOR (THRU 12/23) | 2021-2023 | 1 | $0 reported | 1 |
| Bill Warner (former) | DIRECTOR | 2021-2022 | 1 | $0 reported | 7 |
| Peter Oppenheim Md (former) | DIRECTOR | 2020 | 1 | $0 reported | 1 |
| Rebecca Abundis (former) | DIRECTOR | 2016-2019 | 1 | $0 reported | 1 |
| Sameer Bakhda (former) | DIRECTOR | 2016-2019 | 1 | $0 reported | 1 |
| Rafael Garcia (former) | DIRECTOR | 2017-2019 | 1 | $0 reported | 1 |
| Joanna Oppenheim (former) | DIRECTOR | 2017-2019 | 1 | $0 reported | 1 |
People by year
2024 · 22 people listed · 11 paid, $8.4M · 110 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER MD | PRESIDENT & CEO | 1 | $0 | $1,932,079 | $633,933 | $2,566,012 | 10 |
| MATTHEW MORGAN | VP OF FINANCE/CFO | 8 | $0 | $813,108 | $163,123 | $976,231 | 7 |
| MARK CARVALHO MD | DIRECTOR | 1 | $0 | $792,196 | $128,182 | $920,378 | 4 |
| TYLER MUNSON | CEO OF ASPIRE/SECRETARY | 55 | $0 | $649,402 | $97,441 | $746,843 | 1 |
| LIZ LORENZI | VP/COO | 55 | $0 | $557,394 | $84,965 | $642,359 | 1 |
| MICHAEL MCGLUE MD | DIRECTOR | 1 | $0 | $567,222 | $53,334 | $620,556 | 1 |
| MELISSA HALL | COO | 55 | $442,162 | $0 | $57,202 | $499,364 | 1 |
| GUEZ GHISLAINE | CHIEF MEDICAL OFFICER | 55 | $421,943 | $0 | $43,496 | $465,439 | 1 |
| CAMMIE FLORES - DIRECTOR | OF CARE MANAGEMENT (THRU 11/24) | 40 | $289,304 | $0 | $50,684 | $339,988 | 1 |
| TINA LAMAA | ASPIRE PHARMACY DIRECTOR | 40 | $286,910 | $0 | $46,714 | $333,624 | 1 |
| KELLIE VERDUGO | DIRECTOR OF UTILIZATION MANAGEMENT | 40 | $232,304 | $0 | $53,900 | $286,204 | 1 |
| JOHN O'BRIEN | CHAIR | 1 | $0 | $0 | $0 | $0 | 6 |
| RYAN EDWARDS | VICE CHAIR (THRU 12/24) | 1 | $0 | $0 | $0 | $0 | 7 |
| DAVID AWERBUCK MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CATHERINE CARSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| REGINA GAGE | DIRECTOR (THRU 12/24) | 1 | $0 | $0 | $0 | $0 | 1 |
| LESLIE HIGGINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| GREGG KANTER MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY PRUTHI MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALLEN RADNER MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GARY RAY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| VICTORY REY JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 27 people listed · 13 paid, $9.8M · 101 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER | PRESIDENT & CEO | 1 | $0 | $2,188,518 | $550,160 | $2,738,678 | 10 |
| MARK CARVALHO MD | DIRECTOR | 1 | $0 | $788,868 | $130,716 | $919,584 | 4 |
| MATTHEW MORGAN | VP OF FINANCE/CFO | 8 | $0 | $758,608 | $151,303 | $909,911 | 7 |
| EVA BALINT CHIEF MEDICAL | OFFICER ASPIRE (THRU 6/23) | 40 | $807,596 | $0 | $19,092 | $826,688 | 1 |
| LIZ LORENZI | VP/COO | 55 | $0 | $659,739 | $87,766 | $747,505 | 1 |
| LAURA ZEHM | FORMER PRESIDENT / CEO | 0 | $0 | $614,317 | $0 | $614,317 | 8 |
| TYLER MUNSON | CEO OF ASPIRE | 55 | $0 | $515,480 | $87,156 | $602,636 | 1 |
| MICHAEL MCGLUE MD | DIRECTOR | 1 | $0 | $522,383 | $52,734 | $575,117 | 1 |
| SCOTT KELLY | VP/COO/SECRETARY (THRU 9/23) | 55 | $0 | $487,918 | $56,655 | $544,573 | 2 |
| MELISSA HALL | VP MEDICARE OPERATIONS | 40 | $364,920 | $0 | $59,509 | $424,429 | 1 |
| MARY BETH GOVIER | DIR UTILIZATION MANAGEMENT | 40 | $312,996 | $0 | $41,644 | $354,640 | 1 |
| DIANE HATCHER | BUSINESS SOLUTIONS ARCHITECT | 40 | $227,951 | $0 | $64,919 | $292,870 | 1 |
| CAMMIE FLORES | DIRECTOR OF CARE MANAGEMENT | 40 | $228,877 | $0 | $43,918 | $272,795 | 1 |
| JOHN O'BRIEN | CHAIR | 1 | $0 | $0 | $0 | $0 | 6 |
| DAVID AWERBUCK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LESLIE HIGGINS | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 2 |
| RYAN EDWARDS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| ALLEN RADNER MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY PRUTHI MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GARY RAY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGG KANTER MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| VICTORY REY JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CATHERINE CARSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PETE DELGADO | DIRECTOR (THRU 11/23) | 1 | $0 | $0 | $0 | $0 | 3 |
| EUGENE HILL | DIRECTOR (THRU 12/23) | 1 | $0 | $0 | $0 | $0 | 2 |
| HARRY WARDWELL | DIRECTOR (THRU 12/23) | 1 | $0 | $0 | $0 | $0 | 2 |
| JIB MARTENS | DIRECTOR (THRU 12/23) | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 22 people listed · 12 paid, $7.9M · 98 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER | VICE CHAIR / CEO, MONTAGE | 1 | $0 | $1,274,632 | $1,321,268 | $2,595,900 | 10 |
| LAURA ZEHM | PRESIDENT / CEO (THRU 7/22) | 8 | $0 | $922,761 | $148,744 | $1,071,505 | 8 |
| MATT MORGAN | VP OF FINANCE / CFO | 8 | $0 | $670,563 | $129,446 | $800,009 | 2 |
| LIZ LORENZI | VP / COO | 55 | $0 | $646,627 | $23,047 | $669,674 | 1 |
| SCOTT KELLY | VP / COO / SECRETARY | 55 | $0 | $560,526 | $95,715 | $656,241 | 2 |
| MICHAEL MCGLUE MD | DIRECTOR | 1 | $0 | $439,751 | $12,200 | $451,951 | 1 |
| MELISSA HALL | VP MEDICARE OPERATIONS | 55 | $313,859 | $0 | $50,477 | $364,336 | 1 |
| CYNTHIA O'BRIEN | CHIEF SALES MANAGER | 55 | $319,411 | $0 | $34,496 | $353,907 | 1 |
| ELISABETH FAGAN | DIR HEALTH PLAN OPERATIONS | 55 | $209,738 | $0 | $55,824 | $265,562 | 1 |
| MARY BETH GOVIER | DIR UTILIZATION MANAGEMENT | 55 | $222,112 | $0 | $32,170 | $254,282 | 1 |
| ANTHONY SERRANO | DIR COMPLIANCE | 55 | $200,831 | $0 | $21,346 | $222,177 | 1 |
| TYLER MUNSON | CEO OF ASPIRE | 55 | $0 | $200,621 | $1,856 | $202,477 | 1 |
| JOHN O'BRIEN | CHAIR | 1 | $0 | $0 | $0 | $0 | 6 |
| DAVID AWERBUCK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PETE DELGADO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| EUGENE HILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| TONY PRUTHI MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALLEN RADNER MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| HARRY WARDWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| GREGG KANTER MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JIB MARTENS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL WARNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
2021 · 22 people listed · 10 paid, $6.8M · 88 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER | VICE CHAIR / CEO, MONTAGE | 1 | $0 | $2,144,895 | $273,141 | $2,418,036 | 10 |
| LAURA ZEHM | PRESIDENT / CEO | 8 | $0 | $747,728 | $273,822 | $1,021,550 | 8 |
| MATT MORGAN | VICE PRESIDENT / CFO | 8 | $0 | $647,582 | $143,377 | $790,959 | 2 |
| LIZ LORENZI | VP / COO | 55 | $0 | $612,676 | $15,279 | $627,955 | 1 |
| SCOTT KELLY | VP / COO / SECRETARY | 55 | $0 | $540,338 | $30,567 | $570,905 | 2 |
| MELISSA HALL | VP MEDICARE OPERATIONS | 40 | $307,718 | $0 | $34,737 | $342,455 | 1 |
| CYNTHIA O'BRIEN | CHIEF SALES MANAGER | 40 | $299,179 | $0 | $20,091 | $319,270 | 1 |
| ANN KERN | VP CLINICAL SVS OPERATIONS | 40 | $240,587 | $0 | $8,089 | $248,676 | 1 |
| TIFFANY ALLEN | DIR ANALYTIC SERVICES | 40 | $198,100 | $0 | $43,266 | $241,366 | 1 |
| ANTHONY SERRANO | DIRECTOR OF COMPLIANCE | 40 | $196,621 | $0 | $8,089 | $204,710 | 1 |
| DAVID AWERBUCK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PETE DELGADO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| EUGENE HILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL MCGLUE MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN O'BRIEN | CHAIR | 1 | $0 | $0 | $0 | $0 | 6 |
| TONY PRUTHI MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALLEN RADNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| HARRY WARDWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| REGINA GAGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGG KANTER MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JIB MARTENS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL WARNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
2020 · 18 people listed · 9 paid, $4.9M · 45 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER | VICE CHAIR / CEO, MONTAGE | 1 | $0 | $1,273,470 | $102,945 | $1,376,415 | 10 |
| LAURA ZEHM | PRESIDENT / CEO | 8 | $0 | $719,570 | $256,951 | $976,521 | 8 |
| MATT MORGAN | VICE PRESIDENT / CFO | 8 | $0 | $624,558 | $107,515 | $732,073 | 2 |
| SCOTT KELLY | VP / COO / SECRETARY | 55 | $0 | $495,294 | $72,743 | $568,037 | 2 |
| MELISSA HALL | VP MEDICARE OPERATIONS | 55 | $303,987 | $0 | $26,560 | $330,547 | 1 |
| CYNTHIA O'BRIEN | CHIEF SALES MANAGER | 55 | $278,106 | $0 | $28,443 | $306,549 | 1 |
| ELISABETH FAGAN | DIRECTOR HEALTH PLAN OPS. | 55 | $206,049 | $0 | $17,769 | $223,818 | 1 |
| ALISON DUNTON | DIRECTOR PRACTICE ENHANCEM | 55 | $164,000 | $0 | $26,054 | $190,054 | 1 |
| ANTHONY SERRANO | DIRECTOR OF COMPLIANCE | 55 | $157,206 | $0 | $16,303 | $173,509 | 1 |
| DAVID AWERBUCK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PETE DELGADO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| EUGENE HILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL MCGLUE MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN O'BRIEN | CHAIR | 1 | $0 | $0 | $0 | $0 | 6 |
| PETER OPPENHEIM MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TONY PRUTHI MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALLEN RADNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| HARRY WARDWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2019 · 19 people listed · 9 paid, $5.5M · 35 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER | VICE CHAIR / CEO, MONTAGE | 1 | $0 | $2,054,979 | $292,816 | $2,347,795 | 10 |
| LAURA ZEHM | PRESIDENT / CEO | 8 | $0 | $726,266 | $179,317 | $905,583 | 8 |
| MATT MORGAN | VICE PRESIDENT / CFO | 8 | $0 | $540,058 | $94,025 | $634,083 | 2 |
| SCOTT KELLY | VP / COO / SECRETARY | 55 | $0 | $497,776 | $88,167 | $585,943 | 2 |
| CYNTHIA O'BRIEN | CHIEF SALES MANAGER | 50 | $228,464 | $0 | $16,055 | $244,519 | 1 |
| MELISSA HALL | DIRECTOR COMPLIANCE | 50 | $215,596 | $0 | $27,145 | $242,741 | 1 |
| DIANE HATCHER | PROGRAM MANAGER | 50 | $176,490 | $0 | $18,299 | $194,789 | 1 |
| ALISON DUNTON | DIRECTOR PRACTICE ENHANCEM | 50 | $132,011 | $0 | $25,648 | $157,659 | 1 |
| ELISABETH FAGAN | DIRECTOR HEALTH PLAN OPS. | 50 | $128,764 | $0 | $16,136 | $144,900 | 1 |
| JOHN O'BRIEN | CHAIR | 1 | $0 | $0 | $0 | $0 | 6 |
| DAVID AWERBUCK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA ABUNDIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SAMEER BAKHDA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PETE DELGADO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| RAFAEL GARCIA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| EUGENE HILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOANNA OPPENHEIM | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALLEN RADNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| HARRY WARDWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 19 people listed · 9 paid, $4.5M · 50 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER | VICE CHAIR / CEO, MONTAGE HEALTH | 1 | $0 | $1,177,557 | $385,978 | $1,563,535 | 10 |
| LAURA ZEHM | PRESIDENT / CEO | 8 | $0 | $701,535 | $142,193 | $843,728 | 8 |
| SCOTT KELLY | VP / COO / SECRETARY | 55 | $0 | $458,438 | $72,321 | $530,759 | 2 |
| MATT MORGAN | VICE PRESIDENT / CFO | 8 | $0 | $403,448 | $68,527 | $471,975 | 2 |
| ALAN SOKOLOW MD | VICE PRESIDENT / CMO | 50 | $0 | $362,427 | $15,546 | $377,973 | 1 |
| MELISSA HALL | DIRECTOR COMPLIANCE | 50 | $189,441 | $0 | $25,316 | $214,757 | 1 |
| DIANE HATCHER | PROGRAM MANAGER | 50 | $160,614 | $0 | $16,467 | $177,081 | 1 |
| ALISON DUNTON | DIRECTOR PRACTICE ENHANCEMENT | 50 | $132,116 | $0 | $23,819 | $155,935 | 1 |
| CYNTHIA O'BRIEN | CHIEF SALES MANAGER | 50 | $136,730 | $0 | $13,615 | $150,345 | 1 |
| JOHN O'BRIEN | CHAIR | 1 | $0 | $0 | $0 | $0 | 6 |
| DAVID AWERBUCK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA ABUNDIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SAMEER BAKHDA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PETE DELGADO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| RAFAEL GARCIA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| EUGENE HILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOANNA OPPENHEIM | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALLEN RADNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| HARRY WARDWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2017 · 19 people listed · 9 paid, $4.0M · 28 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER | VICE CHAIR | 1 | $0 | $1,086,864 | $156,284 | $1,243,148 | 10 |
| LAURA ZEHM | PRESIDENT/CEO | 8 | $0 | $681,609 | $105,996 | $787,605 | 8 |
| SCOTT KELLY | VP/COO/SECRETARY | 55 | $0 | $481,035 | $86,136 | $567,171 | 2 |
| MATT MORGAN | VICE PRESIDENT/CFO | 8 | $0 | $332,708 | $57,006 | $389,714 | 2 |
| ALAN SOKOLOW MD | VICE PRESIDENT/CMO | 55 | $0 | $353,974 | $16,467 | $370,441 | 1 |
| MELISSA HALL | DIRECTOR COMPLIANCE | 40 | $189,441 | $0 | $0 | $189,441 | 1 |
| DIANE HATCHER | PROGRAM MANAGER | 40 | $160,614 | $0 | $0 | $160,614 | 1 |
| CYNTHIA O'BRIEN | CHIEF SALES MANAGER | 40 | $136,730 | $0 | $0 | $136,730 | 1 |
| ALISON DUNTON | DIRECTOR PRACTICE ENHANCEMENT | 40 | $132,116 | $0 | $0 | $132,116 | 1 |
| JOHN O'BRIEN | CHAIR | 1 | $0 | $0 | $0 | $0 | 6 |
| EUGENE HILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SAMEER BAKHDA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID AWERBUCK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA ABUNDIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PETE DELGADO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| RAFAEL GARCIA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOANNA OPPENHEIM | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALLEN RADNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| HARRY WARDWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2016 · 14 people listed · 9 paid, $4.0M · 22 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Steven Packer | Vice Chair | 1 | $0 | $1,005,549 | $315,494 | $1,321,043 | 10 |
| Laura Zehm | President/CEO | 8 | $0 | $672,639 | $108,362 | $781,001 | 8 |
| Scott Kelly | VP/COO/Secretary | 55 | $0 | $462,429 | $87,509 | $549,938 | 2 |
| Alan Sokolow MD | Vice President/CMO | 55 | $0 | $326,818 | $42,717 | $369,535 | 1 |
| Matt Morgan | Vice President/CFO | 8 | $0 | $296,500 | $50,970 | $347,470 | 2 |
| Melissa Hall | Director, Compliance | 40 | $181,693 | $0 | $0 | $181,693 | 1 |
| Diana Hatcher | Bus Intelligence Program Manager | 40 | $156,992 | $0 | $0 | $156,992 | 1 |
| Sharon Malensek | Director, Sales | 40 | $142,813 | $0 | $0 | $142,813 | 1 |
| Alison Dunton | Director, PEA | 40 | $115,051 | $0 | $0 | $115,051 | 1 |
| John O'Brien | Chair | 1 | $0 | $0 | $0 | $0 | 6 |
| Eugene Hill | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Sameer Bakhda | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| David Awerbuck | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Rebecca Abundis | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 4 people listed · 3 paid, $1.5M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Laura Zehm | President/CEO | 8 | $0 | $606,752 | $102,146 | $708,898 | 8 |
| Scott Kelly | Vice President/COO | 55 | $0 | $435,833 | $82,286 | $518,119 | 2 |
| Matthew Morgan | Vice President/CFO | 8 | $0 | $267,242 | $50,970 | $318,212 | 7 |
| Alan Sokolow MD | Vice President/CMO | 55 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $6.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| PERFORMANCE HEALTH TECHNOLOGY | SALEM, OR | BUSINESS PROCESS OUTSOURCING | $4,640,745 |
| MCG HEALTH LLC | SEATTLE, WA | GUIDELINE CLINICAL EDITORS | $717,084 |
| ADHEREHEALTH LLC | NASHVILLE, TN | CLINICAL ANALYTICS | $498,489 |
| APPLIED GENERAL AGENCY | ANAHEIM, CA | AGENT COMMISSIONS | $353,708 |
| HEALTHCARE SALES SOLUTIONS LLC | BEDFORD, TX | SALES MARKETING CONTRACTOR | $322,037 |
2023 · 5 contractors · $6.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| PERFORMANCE HEALTH TECHNOLOGY | SALEM, OR | BUSINESS PROCESS OUTSOURCING | $4,573,223 |
| HACKER AGENCY | SEATTLE, WA | MARKETING | $708,329 |
| CLOSEDLOOP AI INC | AUSTIN, TX | AI SERVICE CONTRACTOR | $315,400 |
| APPLIED GENERAL AGENCY | ANAHEIM, CA | AGENT COMMISSIONS | $266,361 |
| HEALTHCARE SALES SOLUTIONS LLC | BEDFORD, TX | SALES MARKETING CONTRACTOR | $206,784 |
2022 · 5 contractors · $4.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| PERFORMANCE HEALTH TECHNOLOGY | SALEM, OR | BUSINESS PROCESS OUTSOURCING | $3,539,654 |
| APPLIED GENERAL AGENCY | ANAHEIM, CA | AGENT COMMISSIONS | $235,646 |
| MCG HEALTH LLC | SEATTLE, WA | GUIDELINE CLINICAL EDITORS | $184,842 |
| GREEN LEAF FINANCIAL AND INSURANCE SERVI | TEMECULA, CA | AGENT COMMISSIONS | $144,289 |
| HALTHSPARQ INC | PORTLAND, OR | BUSINESS INTELLIGENCE | $140,000 |
2021 · 5 contractors · $4.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| PERFORMANCE HEALTH TECHNOLOGY | SALEM, OR | BUSINESS PROCESS OUTSOURCING | $3,237,377 |
| MEDIA LOGIC | ALBANY, NY | MARKETING | $652,383 |
| MCG HEALTH LLC | SEATTLE, WA | GUIDELINE CLINICAL EDITORS | $241,884 |
| KATHY K VINCENT | SALINAS, CA | RN CONTRACTOR | $239,362 |
| MARGOLIN GROUP | ALTADENA, CA | BUSINESS INTELLIGENCE | $206,282 |
2020 · 5 contractors · $3.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| PERFORMANCE HEALTH TECHNOLOGY | SALEM, OR | BUSINESS PROCESS OUTSOURCING | $2,881,387 |
| GORMAN HEALTH GROUP | FORT LAUDERDALE, FL | HEALTH ASSESSMENT | $172,596 |
| NOVU LLC | MINNEAPOLIS, MN | HEALTHCARE | $161,850 |
| APPLIED GENERAL AGENCY | ANAHEIM, CA | AGENT COMMISSIONS | $158,038 |
| GREEN LEAF FINANCIAL | TEMECULA, CA | AGENT COMMISSIONS | $149,196 |
2019 · 5 contractors · $3.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| PERFORMANCE HEALTH TECHNOLOGY | SALEM, OR | BUSINESS PROCESS OUTSOURCING | $2,310,624 |
| NATIONAL PHARMACEUTICAL | BOYS TOWN, NE | PHARMACEUTICALS | $472,106 |
| NOVU LLC | MINNEAPOLIS, MN | HEALTHCARE | $406,550 |
| SIGNIFY HEALTH | DALLAS, TX | HEALTH ASSESSMENT | $341,950 |
| GORMAN HEALTH GROUP | FORT LAUDERDALE, FL | HEALTH ASSESSMENT | $157,194 |
2018 · 5 contractors · $3.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| PERFORMANCE HEALTH TECHNOLOGY | SALEM, OR | BUSINESS PROCESS OUTSOURCING | $1,472,254 |
| THE KERN ORGANIZATION | WOODLAND HILLS, CA | MARKETING SERVICES | $541,498 |
| MILLIMAN INC | MONTEREY, CA | CONSULTING | $400,280 |
| CENSEOHEALTH | DALLAS, TX | HEALTH ASSESSMENT | $383,785 |
| NATIONAL PHARMACEUTICAL | BOYS TOWN, NE | PHARMACEUTICALS | $365,327 |
2017 · 5 contractors · $2.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| PERFORMANCE HEALTH TECHNOLOGY | SALEM, OR | BUSINESS PROCESS OUTSOURCING | $1,168,506 |
| THE KERN ORGANIZATION | WOODLAND HILLS, CA | MARKETING SERVICES | $687,618 |
| MILLIMAN INC | MONTEREY, CA | CONSULTING | $349,008 |
| CENSEOHEALTH | DALLAS, TX | HEALTH ASSESSMENT | $330,375 |
| NATIONAL PHARMACEUTICAL | BOYS TOWN, NE | PHARMACEUTICALS | $243,078 |
2016 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Performance Health Technology | Salem, OR | Business Process Outsourcing | $518,952 |
| Change Healthcare Solutions LLC | Murray, UT | HEalthcare Technology | $270,424 |
| National Pharmaceutical | Boys Town, NE | Pharmaceuticals | $167,638 |
| CenseoHealth | Dallas, TX | Health Assessment | $154,980 |
| J&S Therapeutic Designs | Thousand Oaks, CA | Clinical Pharmacist | $130,910 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $146,000,957 | $167,495,583 | $33,003,837 | -$102,221,810 | $3,667,148 | $141,604,706 | $1,672,623 | 110 | 14 |
| 2023 · Form 990 | ||||||||
| $127,086,474 | $136,509,776 | $31,266,095 | -$80,727,184 | $3,289,976 | $123,217,389 | $1,942,340 | 101 | 14 |
| 2022 · Form 990 | ||||||||
| $95,139,010 | $106,596,359 | $23,588,300 | -$71,303,882 | $1,609,807 | $93,529,128 | $1,265,951 | 98 | 14 |
| 2021 · Form 990 | ||||||||
| $76,415,009 | $87,587,195 | $18,926,964 | -$59,846,533 | $608,897 | $75,805,993 | $1,242,205 | 88 | 12 |
| 2020 · Form 990 | ||||||||
| $68,333,650 | $74,478,074 | $11,937,116 | -$50,352,172 | $0 | $68,333,500 | $1,109,348 | 45 | 0 |
| 2019 · Form 990 | ||||||||
| $47,351,883 | $58,470,619 | $12,873,908 | -$44,207,748 | $160,000 | $47,191,733 | $881,325 | 35 | 10 |
| 2018 · Form 990 | ||||||||
| $35,507,776 | $45,548,406 | $5,910,816 | -$33,089,012 | $65,000 | $35,442,559 | $618,901 | 50 | 10 |
| 2017 · Form 990 | ||||||||
| $24,483,657 | $31,935,378 | $3,997,566 | -$23,048,382 | $0 | $24,483,356 | $618,901 | 28 | 0 |
| 2016 · Form 990 | ||||||||
| $18,413,588 | $23,104,862 | $7,411,587 | -$15,596,661 | $0 | $14,793,350 | $596,549 | 22 | 0 |
| 2015 · Form 990 | ||||||||
| $0 | $0 | $3,729,395 | -$1,638,418 | $0 | $0 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA Monterey, CA · 5 people in common (John O'Brien, Leslie Higgins, Matthew Morgan) · related organization (Schedule R)
- MONTAGE HEALTH Monterey, CA · 5 people in common (John O'Brien, Mark Carvalho Md, Matthew Morgan) · related organization (Schedule R)
- MONTAGE MEDICAL GROUP Monterey, CA · 3 people in common (Mark Carvalho Md, Matthew Morgan, Steven Packer) · related organization (Schedule R)
- MONTAGE HEALTH FOUNDATION Monterey, CA · 3 people in common (Matthew Morgan, Ryan Edwards, Steven Packer) · related organization (Schedule R)
- MOGO URGENT CARE Monterey, CA · 3 people in common (Mark Carvalho Md, Matthew Morgan, Steven Packer) · related organization (Schedule R)
- Community Hospital Properties Monterey, CA · 2 people in common (John O'Brien, Steven Packer)
- Community Hospital Endowments Monterey, CA · 2 people in common (John O'Brien, Steven Packer)
- ROBERT LOUIS STEVENSON SCHOOL Pebble Beach, CA · 1 person in common (Steven Packer)
- FOUNDATION OF CALIFORNIA STATE UNIVERSITY MONTEREY BAY Seaside, CA · 1 person in common (Steven Packer)
- BOYS & GIRLS CLUBS OF MONTEREY COUNTY Seaside, CA · 1 person in common (Ryan Edwards)
- MEALS ON WHEELS OF THE MONTEREY PENINSULA INC Pacific Grove, CA · 1 person in common (John O'Brien)
- MONTEREY PENINSULA COLLEGE FOUNDATION Monterey, CA · 1 person in common (Matthew Morgan)
- ROTARY FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE Monterey, CA · 1 person in common (Ryan Edwards)
- ROTARY INTERNATIONAL Monterey, CA · 1 person in common (Ryan Edwards)
- MONTAGE SURGICAL GROUP Monterey, CA · related organization (Schedule R)
Funders of this organization
2 grantors reported grants to this organization, $5,260,438 in all, tax years 2018 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| MONTAGE HEALTH FOUNDATION | Public charity | Exact | 2018-2019, 2021-2024 | 6 | $3,808,224 | 2024 | $1,359,978 | show |
| MONTAGE HEALTH | Public charity | Exact | 2019, 2021-2024 | 5 | $1,452,214 | 2024 | $520,068 | show |
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|---|---|---|---|---|---|---|---|
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| DEPARTMENT OF MEDICINE MEDICAL SERV GRP AT SUNY HLTH SCI CTR AT SYR IN | NY | E31 | $114,730,981 | $113,837,164 | ASSISTANT PROFESSOR | $674,734 | Same NTEE code E31, revenue within 2x |
| METHODIST ASSOCIATES IN HEALTHCARE INC | PA | E31 | $144,863,578 | $173,440,590 | NEUROSURGEON | $2,083,597 | Same NTEE code E31, revenue within 2x |
| ADVANTAGE HEALTH-SAINT MARYS MEDICAL GROUP | MI | E31 | $157,985,385 | $150,111,551 | PHYSICIAN - NEUROLOGICAL SURGERY | $1,600,719 | Same NTEE code E31, revenue within 2x |
| EL PASO FIRST HEALTH PLANS INC | TX | E31 | $110,375,019 | $105,592,184 | DIRECTOR/VICE-PRESIDENT | $619,769 | Same NTEE code E31, revenue within 2x |
| NATIONAL COMMITTEE FOR QUALITY ASSURANCE | DC | E31 | $111,482,047 | $115,885,502 | PRESIDENT & CEO (THRU 12/2025) | $1,148,607 | Same NTEE code E31, revenue within 2x |
| CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION INC | MA | E31 | $191,861,974 | $191,861,974 | CEO, PRESIDENT & TRUSTEE | $1,314,178 | Same NTEE code E31, revenue within 2x |
| COMMONWEALTH CLINICAL ALLIANCE INC | MA | E31 | $85,736,825 | $85,743,211 | PRESIDENT & CEO, DIRECTOR | $2,752,553 | Same NTEE code E31, revenue within 2x |
| FAIRVIEW HEIGHTS MEDICAL GROUP SC | IL | E31 | $167,657,984 | $167,657,984 | PHYSICIAN | $1,387,877 | Same NTEE code E31, revenue within 2x |
| BUTLER MEDICAL PROVIDERS | PA | E31 | $97,117,547 | $148,998,216 | PRESIDENT & CEO | $3,637,924 | Same NTEE code E31, revenue within 2x |
| COMMUNITY CARE NETWORK INC | IN | E31 | $173,802,682 | $172,824,730 | Vice President | $1,801,642 | Same NTEE code E31, revenue within 2x |
| SIU PHYSICIANS & SURGEONS INC | IL | E31 | $182,719,252 | $181,848,935 | PHYSICIAN | $1,292,795 | Same NTEE code E31, revenue within 2x |
| COVENANT MEDICAL GROUP | TX | E31 | $223,188,639 | $222,830,243 | PHYSICIAN | $1,709,220 | Same NTEE code E31, revenue within 2x |
| WAKE FOREST EMERGENCY PROVIDERS | NC | E31 | $118,762,167 | $120,483,188 | CHAIR & PRESIDENT | $885,678 | Same NTEE code E31, revenue within 2x |
| CARESOURCE WEST VIRGINIA CO | WV | E31 | $214,719,988 | $209,483,593 | Chair/Director | $12,201,162 | Same NTEE code E31, revenue within 2x |
| BEACON MEDICAL GROUP MICHIGAN INC | MO | E31 | $98,365,157 | $91,775,374 | MINISTRY MARKET EXECUTIVE/PRESIDENT (END 9/2024) | $2,826,319 | Same NTEE code E31, revenue within 2x |
| UPPER CHESAPEAKE MEDICAL SERVICES INC | MD | E31 | $101,490,464 | $120,239,943 | PHYSICIAN | $911,621 | Same NTEE code E31, revenue within 2x |
| ST LUKES WARREN PHYSICIAN GROUP P C | PA | E31 | $73,730,892 | $73,567,553 | President | $0 | Same NTEE code E31, revenue within 2x |
| ST MARYS MEDICAL GROUP LLC | MO | E31 | $111,967,409 | $152,759,416 | DIRECTOR | $1,939,592 | Same NTEE code E31, revenue within 2x |
| BROWN EMERGENCY MEDICINE | RI | E31 | $95,570,304 | $98,291,215 | PHYSICIAN | $725,646 | Same NTEE code E31, revenue within 2x |
| BANNER MEDICAL GROUP COLORADO | AZ | E31 | $118,725,205 | $189,754,937 | CEO/President/Chair | $1,113,721 | Same NTEE code E31, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $167,495,583 spent · pay $15,375,801 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | MEDICAL CLAIMS | $132,765,779 | $132,765,779 | - | - | 79.3% |
| Other (as described) | DIRECT EXPENSES | $13,764,200 | $9,432,540 | $4,331,660 | - | 8.2% |
| Other salaries and wages | $10,039,962 | $7,687,241 | $2,352,721 | - | 6.0% | |
| Payroll taxes | $4,822,371 | $3,775,053 | $1,047,318 | - | 2.9% | |
| Fees: other services | $1,867,952 | $1,716,186 | $151,766 | - | 1.1% | |
| Advertising and promotion | $1,347,177 | $913,315 | $433,862 | - | 0.8% | |
| Information technology | $1,187,777 | $846,471 | $341,306 | - | 0.7% | |
| Occupancy | $731,159 | $460,835 | $270,324 | - | 0.4% | |
| Pension plan contributions | $513,468 | $499,928 | $13,540 | - | 0.3% | |
| Office expenses | $188,324 | $141,344 | $46,980 | - | 0.1% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $119,604 | $85,254 | $34,350 | - | 0.1% |
| Depreciation and depletion | $97,284 | $42,612 | $54,672 | - | 0.1% | |
| Fees: legal | $50,526 | $39,833 | $10,693 | - | 0.0% | |
| Total | $167,495,583 | 100% |
2023 · Form 990 · $136,509,776 spent · pay $13,093,862 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | MEDICAL CLAIMS | $107,329,236 | $107,329,236 | - | - | 78.6% |
| Other (as described) | DIRECT EXPENSES | $11,426,520 | $7,849,657 | $3,576,863 | - | 8.4% |
| Other salaries and wages | $9,277,133 | $7,103,170 | $2,173,963 | - | 6.8% | |
| Payroll taxes | $3,232,049 | $2,530,116 | $701,933 | - | 2.4% | |
| Advertising and promotion | $1,635,071 | $1,108,493 | $526,578 | - | 1.2% | |
| Fees: other services | $1,201,163 | $1,103,572 | $97,591 | - | 0.9% | |
| Information technology | $830,907 | $592,147 | $238,760 | - | 0.6% | |
| Occupancy | $619,934 | $390,732 | $229,202 | - | 0.5% | |
| Pension plan contributions | $584,680 | $569,262 | $15,418 | - | 0.4% | |
| Office expenses | $137,910 | $103,507 | $34,403 | - | 0.1% | |
| Fees: legal | $87,607 | $69,067 | $18,540 | - | 0.1% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $77,056 | $54,962 | $22,094 | - | 0.1% |
| Depreciation and depletion | $70,510 | $30,881 | $39,629 | - | 0.1% | |
| Total | $136,509,776 | 100% |
2022 · Form 990 · $106,596,359 spent · pay $12,196,610 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | MEDICAL EXPENSES | $80,645,260 | $80,645,260 | - | - | 75.7% |
| Other (as described) | DIRECT EXPENSES | $9,748,900 | $6,752,880 | $2,996,020 | - | 9.1% |
| Other salaries and wages | $7,996,106 | $6,077,041 | $1,919,065 | - | 7.5% | |
| Payroll taxes | $3,894,886 | $2,999,062 | $895,824 | - | 3.7% | |
| Advertising and promotion | $1,235,614 | $815,505 | $420,109 | - | 1.2% | |
| Fees: other services | $1,148,171 | $849,647 | $298,524 | - | 1.1% | |
| Information technology | $725,114 | $464,073 | $261,041 | - | 0.7% | |
| Occupancy | $499,425 | $339,609 | $159,816 | - | 0.5% | |
| Pension plan contributions | $305,618 | $232,270 | $73,348 | - | 0.3% | |
| Office expenses | $114,489 | $75,563 | $38,926 | - | 0.1% | |
| Depreciation and depletion | $109,952 | $46,180 | $63,772 | - | 0.1% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $99,053 | $65,375 | $33,678 | - | 0.1% |
| Fees: legal | $73,771 | $47,213 | $26,558 | - | 0.1% | |
| Total | $106,596,359 | 100% |
2021 · Form 990 · $87,587,195 spent · pay $6,995,920 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | MEDICAL EXPENSES | $69,641,994 | $69,641,994 | - | - | 79.5% |
| Other (as described) | DIRECT EXPENSES | $6,327,184 | $4,963,775 | $1,363,409 | - | 7.2% |
| Other salaries and wages | $4,941,324 | $3,933,534 | $1,007,790 | - | 5.6% | |
| Other employee benefits | $1,443,072 | $1,103,192 | $339,880 | - | 1.6% | |
| Fees: other services | $1,256,701 | $977,554 | $279,147 | - | 1.4% | |
| Advertising and promotion | $1,150,120 | $794,881 | $355,239 | - | 1.3% | |
| Information technology | $958,979 | $635,292 | $323,687 | - | 1.1% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $817,757 | $565,176 | $252,581 | - | 0.9% |
| Payroll taxes | $334,892 | $256,016 | $78,876 | - | 0.4% | |
| Occupancy | $289,022 | $174,525 | $114,497 | - | 0.3% | |
| Pension plan contributions | $276,632 | $211,478 | $65,154 | - | 0.3% | |
| Office expenses | $73,072 | $56,248 | $16,824 | - | 0.1% | |
| Fees: legal | $68,702 | $43,043 | $25,659 | - | 0.1% | |
| Depreciation and depletion | $7,744 | $769 | $6,975 | - | 0.0% | |
| Total | $87,587,195 | 100% |
2020 · Form 990 · $74,478,074 spent · pay $5,467,495 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | MEDICAL EXPENSES | $59,135,568 | $59,135,568 | - | - | 79.4% |
| Other (as described) | DIRECT EXPENSES | $6,694,556 | $4,960,325 | $1,734,231 | - | 9.0% |
| Other salaries and wages | $4,116,411 | $3,075,104 | $1,041,307 | - | 5.5% | |
| Advertising and promotion | $1,092,141 | $809,219 | $282,922 | - | 1.5% | |
| Fees: other services | $1,063,689 | $824,560 | $239,129 | - | 1.4% | |
| Other employee benefits | $1,013,828 | $762,021 | $251,807 | - | 1.4% | |
| Information technology | $464,357 | $286,966 | $177,391 | - | 0.6% | |
| Occupancy | $250,100 | $194,559 | $55,541 | - | 0.3% | |
| Payroll taxes | $232,753 | $174,944 | $57,809 | - | 0.3% | |
| Fees: legal | $186,800 | $134,809 | $51,991 | - | 0.3% | |
| Pension plan contributions | $104,503 | $78,547 | $25,956 | - | 0.1% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $65,577 | $48,589 | $16,988 | - | 0.1% |
| Office expenses | $39,180 | $30,163 | $9,017 | - | 0.1% | |
| Other (as described) | OTHER TAXES | $14,098 | $12,689 | $1,409 | - | 0.0% |
| Depreciation and depletion | $4,513 | $3,332 | $1,181 | - | 0.0% | |
| Total | $74,478,074 | 100% |
2019 · Form 990 · $58,470,619 spent · pay $5,411,249 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | MEDICAL EXPENSES | $44,655,053 | $44,655,053 | $0 | - | 76.4% |
| Other (as described) | DIRECT EXPENSES | $5,435,092 | $4,679,316 | $755,776 | - | 9.3% |
| Other salaries and wages | $3,927,870 | $2,923,343 | $1,004,527 | - | 6.7% | |
| Other employee benefits | $1,174,504 | $854,451 | $320,053 | - | 2.0% | |
| Advertising and promotion | $1,162,620 | $1,000,951 | $161,669 | - | 2.0% | |
| Fees: other services | $921,122 | $658,809 | $262,313 | - | 1.6% | |
| Information technology | $349,177 | $228,693 | $120,484 | - | 0.6% | |
| Occupancy | $241,215 | $187,647 | $53,568 | - | 0.4% | |
| Payroll taxes | $219,878 | $159,961 | $59,917 | - | 0.4% | |
| Depreciation and depletion | $114,640 | $112,480 | $2,160 | - | 0.2% | |
| Pension plan contributions | $88,997 | $64,745 | $24,252 | - | 0.2% | |
| Office expenses | $63,022 | $44,829 | $18,193 | - | 0.1% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $51,527 | $44,362 | $7,165 | - | 0.1% |
| Fees: legal | $44,194 | $39,123 | $5,071 | - | 0.1% | |
| Other (as described) | OTHER TAXES | $21,708 | $15,692 | $6,016 | - | 0.0% |
| Total | $58,470,619 | 100% |
2018 · Form 990 · $45,548,406 spent · pay $4,686,719 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | MEDICAL EXPENSES | $33,689,539 | $33,689,539 | - | - | 74.0% |
| All other expenses | $3,873,890 | $2,809,026 | $1,064,864 | - | 8.5% | |
| Other salaries and wages | $3,379,706 | $2,584,980 | $794,726 | - | 7.4% | |
| Advertising and promotion | $1,151,044 | $834,644 | $316,400 | - | 2.5% | |
| Other employee benefits | $1,018,856 | $775,223 | $243,633 | - | 2.2% | |
| Fees: other services | $990,199 | $826,904 | $163,295 | - | 2.2% | |
| Other (as described) | DIRECT EXPENSES | $426,899 | $309,552 | $117,347 | - | 0.9% |
| Information technology | $224,910 | $116,821 | $108,089 | - | 0.5% | |
| Occupancy | $220,756 | $172,326 | $48,430 | - | 0.5% | |
| Payroll taxes | $178,792 | $136,039 | $42,753 | - | 0.4% | |
| Depreciation and depletion | $140,071 | $137,911 | $2,160 | - | 0.3% | |
| Pension plan contributions | $109,365 | $83,213 | $26,152 | - | 0.2% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $60,769 | $44,065 | $16,704 | - | 0.1% |
| Office expenses | $46,280 | $27,651 | $18,629 | - | 0.1% | |
| Fees: legal | $36,851 | $26,546 | $10,305 | - | 0.1% | |
| Other (as described) | OTHER TAXES | $479 | $292 | $187 | - | 0.0% |
| Total | $45,548,406 | 100% |
2017 · Form 990 · $31,935,378 spent · pay $3,826,436 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | MEDICAL EXPENSES | $21,696,355 | $19,830,643 | $1,865,712 | - | 67.9% |
| All other expenses | $2,803,620 | $2,565,262 | $238,358 | - | 8.8% | |
| Other salaries and wages | $2,740,155 | $1,454,389 | $1,285,766 | - | 8.6% | |
| Fees: other services | $1,984,919 | $1,480,152 | $504,767 | - | 6.2% | |
| Other employee benefits | $853,410 | $522,095 | $331,315 | - | 2.7% | |
| Advertising and promotion | $432,873 | - | $432,873 | - | 1.4% | |
| Other (as described) | DIRECT EXPENSES | $414,682 | $379,023 | $35,659 | - | 1.3% |
| Information technology | $235,452 | $83,773 | $151,679 | - | 0.7% | |
| Occupancy | $225,114 | $172,829 | $52,285 | - | 0.7% | |
| Payroll taxes | $153,279 | $68,792 | $84,487 | - | 0.5% | |
| Depreciation and depletion | $151,375 | $106,771 | $44,604 | - | 0.5% | |
| Office expenses | $107,424 | $31,328 | $76,096 | - | 0.3% | |
| Pension plan contributions | $79,592 | $63,674 | $15,918 | - | 0.2% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $47,296 | $36,904 | $10,392 | - | 0.1% |
| Fees: legal | $9,832 | $4,782 | $5,050 | - | 0.0% | |
| Total | $31,935,378 | 100% |
2016 · Form 990 · $23,104,862 spent · pay $3,524,630 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Medical Expenses | $13,687,712 | $13,687,712 | - | - | 59.2% |
| Fees: other services | $3,991,206 | $2,941,523 | $1,049,683 | - | 17.3% | |
| Other salaries and wages | $2,669,172 | $2,172,449 | $496,723 | - | 11.6% | |
| Fees: management | $682,216 | $547,017 | $135,199 | - | 3.0% | |
| Other employee benefits | $638,728 | $513,438 | $125,290 | - | 2.8% | |
| All other expenses | $407,837 | $320,929 | $86,908 | - | 1.8% | |
| Occupancy | $230,911 | $182,510 | $48,401 | - | 1.0% | |
| Information technology | $213,449 | $153,382 | $60,067 | - | 0.9% | |
| Payroll taxes | $149,102 | $121,299 | $27,803 | - | 0.6% | |
| Office expenses | $142,294 | $107,129 | $35,165 | - | 0.6% | |
| Other (as described) | Other Taxes | $109,565 | $85,530 | $24,035 | - | 0.5% |
| Pension plan contributions | $67,628 | $54,712 | $12,916 | - | 0.3% | |
| Depreciation and depletion | $54,429 | $40,699 | $13,730 | - | 0.2% | |
| Fees: legal | $32,595 | $29,252 | $3,343 | - | 0.1% | |
| Other (as described) | Dues & Subscriptions | $28,018 | $21,661 | $6,357 | - | 0.1% |
| Total | $23,104,862 | 100% |
Comments