Form 990 for tax year 2022

Totals

Total revenue

$1,018,630,159

Total expenses

$990,665,250

Contributions and grants received

$0

Grants paid

$3,460,222

Program service revenue

$1,008,991,381

Investment income

$8,880,381

Other revenue

$758,397

Total assets, end of year

$686,375,499

Total liabilities, end of year

$138,200,998

Net assets or fund balances, end of year

$548,174,501

Program services expenses (Part IX)

$953,119,519

Management and general expenses

$37,545,731

Fundraising expenses

$0

Program service expenses (Part III)

$953,119,519

Program services were 96.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2022

• BACKGROUND AND MISSION:CAPITAL HEALTH PLAN IS A LOCAL HMO FOCUSED ON SERVING THE 7 COUNTIES THAT CONSTITUTE THE TALLAHASSEE, FLORIDA METROPOLITAN AREA. THE HEALTH PLAN'S VISION IS TO BE NATIONALLY RECOGNIZED QUALITY, LOCALLY TRUSTED, AND AFFORDABLE HEALTHCARE. THE HEALTH PLAN'S MISSION: AS A NOT-FOR-PROFIT HMO, WE EXIST TO IMPROVE THE HEALTH OF OUR COMMUNITIES BY PROVIDING HIGH QUALITY, COMPREHENSIVE HEALTH PLANS WITH LOW ADMINISTRATIVE COSTS, THROUGH PRIMARY CARE FOCUSED, PATIENT-CENTERED HEALTHCARE.IN PURSUING THE MISSION, CAPITAL HEALTH PLAN IMPACTS THE HEALTH AND WELL BEING OF TALLAHASSEE AREA RESIDENTS - BOTH THOSE WHO ARE PLAN MEMBERS AND THOSE WHO ARE NOT.CHP SERVES A MEMBERSHIP BASE OF 130,000 PEOPLE; OVER 33% OF THE AREA'S POPULATION. THE HEALTH PLAN HAS DEVELOPED A HIGH QUALITY DELIVERY SYSTEM THAT INCLUDES OVER 500 AREA PHYSICIANS, MORE THAN 90% OF THE MEDICAL COMMUNITY. THE CORE OF THIS DELIVERY SYSTEM IS CHP'S EMPLOYED CLINICAL STAFF, A GROUP OF 29 PHYSICIANS AND 8 OPTOMETRISTS WHO PRACTICE IN THREE STATE-OF-THE-ART HEALTH CENTERS THE PLAN HAS DEVELOPED. THESE HEALTH CENTERS ARE EQUIPPED WITH ELECTRONIC MEDICAL RECORDS AND CAN ACCOMMODATE A BROAD RANGE OF PRIMARY AND SPECIALIST CARE SERVICES INCLUDING EVENING AND WEEKEND URGENT CARE, LAB, SKIN AND WOUND CARE CENTER, INFUSION CLINIC, DIGITAL X-RAY AND MAMMOGRAPHY SERVICES. CHP'S ABILITY TO OFFER A HIGHLY ORGANIZED COMPONENT OF ITS DELIVERY SYSTEM TO ITS MEMBERS HAS PROVIDED UNIQUE OPPORTUNITIES FOR IMPROVING HEALTH CARE OUTCOMES. THE STAFF COMPONENT OF CHP'S DELIVERY SYSTEM CONSISTENTLY PRODUCES BETTER RESULTS ON MEASURES OF CLINICAL CARE,MEMBER SATISFACTION AND EFFICIENCY.CAPITAL HEALTH PLAN SEEKS TO LEAD OUR AREA AND CONTINUALLY IMPROVE PERFORMANCE AGAINST BENCHMARKS FOR CLINICAL QUALITY, MEMBER SATISFACTION, AND AFFORDABILITY. OUR FOCUS ON QUALITY OF CARE IS EVIDENCED BY OUR MEMBER SATISFACTION AND QUALITY RATINGS FROM BOTH NCQA AND CMS, WHERE CHP HAS CONSISTENTLY BEEN RATED AS THE BEST PLAN IN FLORIDA AND ONE OF THE BEST IN THE COUNTRY. IN ADDITION, AS STEWARDS OF OUR MEMBER'S PREMIUM DOLLARS, CHP RETURNS ROUGHLY 95 CENTS OF EVERY PREMIUM DOLLAR TO THE COMMUNITY FOR THE COST OF DELIVERING HEALTHCARE TO OUR MEMBERS. THIS CONCENTRATION ON QUALITY AND AFFORDABILITY IS COMBINED WITH A CONTINUOUS EFFORT BY OUR MEDICAL LEADERSHIP, IN CONCERT WITH PHYSICIANS AND OTHER PROVIDERS IN THE COMMUNITY, TO IDENTIFY AND ACT UPON OPPORTUNITIES TO LOWER COSTS WHILE MAINTAINING QUALITY. BY BEING OUR AREA'S MARKET LEADER, CAPITAL HEALTH PLAN ATTEMPTS TO RAISE THE BAR FOR PROVIDING VALUE IN HEALTH CARE THROUGHOUT OUR COMMUNITY. IN ADDITION TO THESE MARKETPLACE IMPACTS, CHP DIRECTLY INVESTS IN THE COMMUNITY IT SERVES THROUGH A FORMAL COMMUNITY BENEFIT POLICY ADOPTED BY ITS BOARD OF DIRECTORS. THE POLICY FOCUSES THE ORGANIZATION'S COMMUNITY BENEFIT INITIATIVES IN THREE PRIMARY AREAS:ADDRESSING MARKET FAILURES- CHP WILL BE A LEADING PARTNER IN THE TALLAHASSEE AREA IN ADDRESSING THE NEEDS OF THE UNINSURED AND UNDERINSURED.PROMOTING COMMUNITY HEALTH - CHP WILL TRANSFORM ITS HERITAGE IN POPULATION-BASED HEALTH TO PURSUE STRATEGIES THAT GO BEYOND TRADITIONAL MEDICAL CARE TO IMPACT THE HEALTH OF THE ENTIRE TALLAHASSEE COMMUNITY.CLINICAL TRAINING/RESEARCH- CHP WILL PARTNER WITH THE EDUCATIONAL INSTITUTIONS IN OUR AREA TO HELP TRAIN THE CLINICAL WORKFORCE OUR COMMUNITY WILL NEED IN THE FUTURE AND TO MAXIMIZE AN EVIDENCE-BASED FOCUS ON POPULATION HEALTH IN TRAINING AND RESEARCH.CAPITAL HEALTH PLAN'S COMMITMENT TO COMMUNITY BENEFIT REPRESENTS A SOCIAL DIVIDENDDERIVED FROM THE ORGANIZATION'S ONGOING FOCUS ON EXCELLENT CLINICAL CARE AND SERVICE TO ITS MEMBERS.2022 ACCOMPLISHMENTS AND BENEFIT TO THE COMMUNITYHIGHLIGHTS OF CAPITAL HEALTH PLAN'S CONTRIBUTIONS TO THE HEALTH OF THE TALLAHASSEE AREA IN 2022 INCLUDE THE FOLLOWING:AFFORDABILITYCAPITAL HEALTH PLAN'S COMMERCIAL PREMIUM YIELD INCREASED 4.9% FOR 2022. CHP HAS MAINTAINED 18 CONSECUTIVE YEARS OF SINGLE DIGIT PRICE ADJUSTMENTS. THESE LOW PRICE ADJUSTMENTS WERE ACHIEVED WHILE MAINTAINING A COMPREHENSIVE LEVEL OF HEALTH BENEFITS.CHP'S ADMINISTRATIVE OVERHEAD IS CONSISTENTLY MAINTAINED AT ONE OF THE LOWEST LEVELS IN THE STATE OF FLORIDA, HAS BEEN BELOW 5% OF REVENUES FOR THE PAST 32 YEARS, AND IN 2022 TOTALED 3.7% OF REVENUES.REFLECTING CHP'S SUCCESS IN MAINTAINING OVER 33% OF AREA RESIDENTS IN ITS COMPREHENSIVE HMO PROGRAM, THE TALLAHASSEE AREA - SPECIFICALLY LEON COUNTY, FLORIDA - HAS MAINTAINED THE HIGHEST LEVEL OF HMO MEMBERSHIP AND THE LOWEST LEVEL, BY SURVEY, OF UNINSURED POPULATION IN THE STATE OF FLORIDA.CLINICAL QUALITY AND MEMBER SATISFACTION CHP HAS PERFORMED WELL ACROSS A BROAD RANGE OF CLINICAL BENCHMARKS HIGHLIGHTED BY COLON CANCER SCREENING, WHERE CHP CONSISTENTLY PERFORMED AT ONE OF THE HIGHEST RATES IN THE NATION.COMMUNITY BENEFIT INITIATIVESIN ACCORDANCE WITH OUR COMMUNITY BENEFIT POLICY, THE FOLLOWING INITIATIVES WERE SUPPORTED IN 2022:ADDRESSING MARKET FAILURE/UNINSURED AND UNDERINSUREDSAFETY NET INSTITUTIONS - CHP PROVIDES FINANCIAL SUPPORT FOR THE "WE CARE" PROGRAM ADMINISTERED BY THE CAPITAL MEDICAL SOCIETY FOUNDATION. "WE CARE" PROVIDES DONATED PROFESSIONAL HEALTHCARE SERVICES TO MEDICALLY INDIGENT INDIVIDUALS WHO DO NOT QUALIFY FOR PUBLIC ASSISTANCE. CHP'S FINANCIAL SUPPORT HELPS FUND THE ADMINISTRATIVE COSTS OF THIS PROGRAM. CHP ALSO PROVIDES FINANCIAL SUPPORT THROUGH THE UNITED WAY TO FUND OUTREACH WORKERS TO ASSIST FAMILIES IN QUALIFYING THEIR UNINSURED CHILDREN FOR A VARIETY OF HEALTH PROGRAMS. CHP ALSO PROVIDES FUNDS TO NEIGHBORHOOD MEDICAL CENTER IN TALLAHASSEE WHICH DIRECTLY PROVIDES A RANGE OF PRIMARY HEALTH CARE SERVICES TO LOW-INCOME PEOPLE IN OUR COMMUNITY.PROMOTING COMMUNITY HEALTHCHP CHAMPIONS PROGRAM - THIS IS A PUBLIC SCHOOL PARTNERSHIP CREATED TO HELP STEM THE TIDE OF CHILDHOOD OBESITY BY OFFERING FITNESS PROGRAMS BEFORE AND AFTER SCHOOL. IT WAS DEVELOPED AS A COLLABORATIVE PARTNERSHIP WITH LEON COUNTY SCHOOLS AND THE TALLAHASSEE AREA CHAMBER OF COMMERCE WITH SERVICES PROVIDED THROUGH TITUS SPORTS ACADEMY. CHP STARTED THE PROGRAM IN 2006. THE PROGRAM IS OFFERED TO ALL PUBLIC ELEMENTARY AND MIDDLE SCHOOL CHILDREN. APPROXIMATELY 20,000 CHILDREN ARE REGISTERED FOR THE PROGRAM IN LEON COUNTY AND THE ADJOINING RURAL COUNTIES OF JEFFERSON, GADSDEN, CALHOUN, WAKULLA AND LIBERTY.CLINICAL TRAININGWITH THE CONTINUAL AGING OF OUR POPULATION AND THE GROWING SHORTAGE OF GENERAL INTERNAL MEDICINE PHYSICIANS PROVIDING PRIMARY CARE SERVICES IN OUR AREA, CHP HAS ACTIVELY WORKED WITH FLORIDA STATE UNIVERSITY'S COLLEGE OF MEDICINE TO ESTABLISH AN ENDOWMENT FUND INVESTMENT. THIS INVESTMENT IS INTENDED TO PROVIDE MUCH NEEDED SCHOLARSHIP SUPPORT TO MEDICAL STUDENTS COMMITTED TO BECOMING GENERAL INTERNAL MEDICINE PHYSICIANS OR GERIATRICIANS PRACTICING IN OUTPATIENT SETTINGS IN LEON AND ADJOINING COUNTIES OF JEFFERSON, GADSDEN, CALHOUN, WAKULLA,LIBERTY AND FRANKLIN.THROUGH A COMPREHENSIVE RANGE OF SERVICES AND INITIATIVES NOTED ABOVE, CAPITAL HEALTH PLAN FULFILLED ITS MISSION AND POSITIVELY IMPACTED THE HEALTH OF THE TALLAHASSEE AREA IT SERVES IN 2022.

  Expenses $953,119,519 · Grants $3,460,222 · Revenue $1,018,783,708

As filed on the 2022 return.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• FLORIDA STATE UNIVERSITY FND

  $2,000,000

  SUPPORT EDUCATION OF MED STUDENTS

• WORLD CLASS SCHOOLS OF LEON

  $852,733

  ENCOURAGE YOUTH TO EXERCISE

• NEIGHBORHOOD MEDICAL CENTER

  $255,999

  GENERAL PROGRAM SUPPORT

• UNITED WAY OF THE BIG BEND

  $108,528

  GENERAL PROGRAM SUPPORT

• CAPITAL MEDICAL SOCIETY

  $40,000

  GENERAL PROGRAM SUPPORT

• FLORIDA TAXWATCH

  $25,000

  EVENT SPONSORSHIP

• CHOOSE TALLAHASSEE

  $20,000

  GENERAL SUPPORT PROGRAM

• GREATER TALLAHASSEE CHAMBER

  $19,850

  EVENT SPONSORSHIP

• TALLAHASSEE SENIOR CITIZENS

  $12,300

  EVENT SPONSORSHIP

• FRIENDS OF OUR PARKS

  $10,000

  EVENT SPONSORSHIP

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• BLUE CROSS AND BLUE SHIELD OF FL

  501(C)(4) · HEALTH INSURANCE · FL

  Directly controlled by NA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2022

Filed

2 November 2023

IRS schema version

2022v5.0

Source object

202333069349301563

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.