Form 990 for tax year 2023
Filed by GOVERNMENT EMPLOYEES HEALTH ASSOCIATION INC VOLUNTARY WELFARE.
Totals
- Total revenue
- $13,937,312
- Total expenses
- $14,602,179
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $13,916,238
- Investment income
- $21,074
- Other revenue
- $0
- Total assets, end of year
- $3,750,880
- Total liabilities, end of year
- $2,126,370
- Net assets or fund balances, end of year
- $1,624,510
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $0
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.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBER CONTRIBUTIONS
total $5,870,375 · related or exempt $5,870,375
-
2b · Program service revenue: VISION PLAN CONTRIBUTIONS
total $8,045,863 · related or exempt $8,045,863
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $21,074 · excluded $21,074
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $11,975,714
-
11c · Fees: accounting
total $41,867
-
11g · Fees: other
total $0
-
24a · Other expenses: ADMINISTRATIVE EXPENSES
total $2,548,962
-
24b · Other expenses: CONTRACT ADMINISTRATOR FEES
total $35,636
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $5,419,916 · end of year $3,556,592
-
4 · Accounts receivable
beginning of year $165,263 · end of year $194,288
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $736,699 · end of year $681,086
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $2,559,103 · end of year $1,445,284
-
27 · Net assets without donor restrictions
beginning of year $2,289,377 · end of year $1,624,510
Mission and programs · 2023
Mission
GEHA EMPOWERS OUR MEMBERS TO BE HEALTHY AND WELL.
Activities or mission (Part I)
PROVIDE DENTAL AND VISION COVERAGE TO FEDERAL EMPLOYEES AND ANNUITANTS.
-
PROVIDE DENTAL AND VISION COVERAGE TO APPROXIMATELY 1,913,000 FEDERAL EMPLOYEES AND ANNUITANTS AND THEIR DEPENDENTS.
As filed on the 2023 return.
Listed in Part VII
-
Angela JohnsonANGELA JOHNSON
TRUSTEE
- Total calculated
- $262,221
- From this org
- $0
- From related orgs
- $236,949
- Other
- $25,272
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $194,187 related
- Bonus
- $0 + $33,854 related
- Other
- $0 + $8,908 related
- Deferred
- $0 + $24,102 related
- Nontaxable benefits
- $0 + $1,170 related
- Filer's total
- $0 + $262,221 related
-
Joseph StasiJOSEPH STASI
TRUSTEE
- Total calculated
- $567,814
- From this org
- $0
- From related orgs
- $466,868
- Other
- $100,946
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $371,558 related
- Bonus
- $0 + $90,726 related
- Other
- $0 + $4,584 related
- Deferred
- $0 + $67,251 related
- Nontaxable benefits
- $0 + $33,695 related
- Filer's total
- $0 + $567,814 related
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
Answered yes
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- Joseph Stasi participated in a supplemental nonqualified deferred compensation plan.
- Schedule J, Part I, Line 3
- COMPENSATION FOR JOE STASI, CFO OF GEHA, WAS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF GOVERNMENT EMPLOYEES HEALTH ASSOCIATION, INC., THE SPONSORING ORGANIZATION, AS PART OF THEIR ANNUAL REVIEW OF COMPENSATION OF CHIEFS AND OFFICERS IN 2023.
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
No itemized grants to organizations on this return.
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.
-
GOVERNMENT EMPLOYEES HEALTH ASSN INC
501(c)(9) · VEBA · MO
Directly controlled by NA
-
UNITED STATES GOVERNMENT
501(c)(1) · GOVERNMENT · DC
Directly controlled by NA
-
FEDERAL EMPLOYEES HEALTH ASSOCIATION
501(c)(9) · VEBA · MO · controlled entity
Directly controlled by GEHA INC
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.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
GEHA HOLDINGS INC
C Corporation · HOLDING COMPANY · MO · controlled entity
Directly controlled by GEHA INC
-
GEHA SOLUTIONS INC
C Corporation · PPO NETWORK ACCESS · MO · controlled entity
Directly controlled by GEHA HLDGS INC
-
SURETY LIFE INSURANCE COMPANY
C Corporation · INSURANCE · NE · controlled entity
Directly controlled by GEHA HLDGS INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 3 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422779349301827
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