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Nonprofiteer
← AFFINITY HEALTH PLAN INC

Form 990 for tax year 2024

Filed by AFFINITY HEALTH PLAN INC.

Totals

Total revenue
$17,361,175
Total expenses
$46,917,136
Contributions and grants received
$0
Grants paid
$45,457,528
Program service revenue
$0
Investment income
$17,359,593
Other revenue
$1,582
Total assets, end of year
$60,898,886
Total liabilities, end of year
$289,971
Net assets or fund balances, end of year
$60,608,915
Program services expenses (Part IX)
$45,457,528
Management and general expenses
$1,459,608
Fundraising expenses
$0
Program service expenses (Part III)
$45,457,528

Program services were 96.9% 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.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $1,238,367 · excluded $1,238,367

  • 7a · Gross sales of assets other than inventory

    securities $51,971,478 · other assets $15,316,365

  • 7b · Less cost or other basis and sales expenses

    securities $51,166,617 · other assets $0

  • 7c · Gain or loss

    securities $804,861 · other assets $15,316,365

  • 7d · Net gain or loss

    total $16,121,226 · excluded $16,121,226

  • 11a · Other revenue: OTHER INCOME

    total $1,582 · excluded $1,582

  • 11e · Other revenue, total

    $1,582

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $45,457,528 · program services $45,457,528

  • 5 · Compensation of officers, directors and key employees

    total $674,140 · management and general $674,140

  • 6 · Compensation of disqualified persons

    total $25,000 · management and general $25,000

  • 10 · Payroll taxes

    total $112,099 · management and general $112,099

  • 11b · Fees: legal

    total $122,528 · management and general $122,528

  • 11c · Fees: accounting

    total $32,200 · management and general $32,200

  • 11f · Fees: investment management

    total $79,230 · management and general $79,230

  • 11g · Fees: other

    total $42,606 · management and general $42,606

  • 12 · Advertising and promotion

    total $871 · management and general $871

  • 13 · Office expenses

    total $3,815 · management and general $3,815

  • 14 · Information technology

    total $8,800 · management and general $8,800

  • 17 · Travel

    total $1,121 · management and general $1,121

  • 23 · Insurance

    total $356,698 · management and general $356,698

  • 24a · Other expenses: MISC OPERATING EXPENSES

    total $500 · management and general $500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,837,918 · end of year $2,744,306

  • 2 · Savings and temporary cash investments

    beginning of year $5,492,693 · end of year $4,183,646

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,368,811 · end of year $1,012,114

  • 11 · Investments: publicly traded securities

    beginning of year $30,588,458 · end of year $27,408,670

  • 15 · Other assets

    beginning of year $50,368,184 · end of year $25,550,150

  • 17 · Accounts payable and accrued expenses

    beginning of year $311,017 · end of year $289,971

  • 27 · Net assets without donor restrictions

    beginning of year $90,345,047 · end of year $60,608,915

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

THE MISSION OF AFFINITY LEGACY, INC., F/K/A AFFINITY HEALTH PLAN (AFFINITY), IS TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN THE COMMUNITIES WE SERVE.

Activities or mission (Part I)

IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN THE COMMUNITIES WE SERVE.

  • COMMUNITY GRANT PROGRAM: DURING 2024, AFFINITY RELEASED ADDITIONAL FUNDING TO GRANT RECIPIENTS UNDER A COMMUNITY GRANT PROGRAM IT FIRST ESTABLISHED IN 2022. THE PROGRAM WAS FUNDED BY A PORTION OF THE PROCEEDS FROM THE SALE TO MOLINA HEALTHCARE IN LATE 2021 AND HAS SUPPORTED ELIGIBLE COMMUNITY BASED ORGANIZATIONS THROUGH AN APPLICATION PROCESS. GRANT FUNDING IS MADE AVAILABLE FOR PROJECTS THAT ARE PROVIDED FOR THE BENEFIT OF RESIDENTS WITHIN THE 10-COUNTY SERVICE AREA PREVIOUSLY SERVED BY AFFINITY HEALTH PLAN AND THAT ARE FOCUSED ON ONE OF FOUR FUNDING PRIORITIES: 1) MENTAL HEALTH; 2) FOOD INSECURITY; 3) FORMERLY INCARCERATED INDIVIDUALS; AND 4) WORKFORCE ADVANCEMENT AND CONSUMER EDUCATION.

    Expenses $45,457,528 · Grants $45,457,528

As filed on the 2024 return.

Listed in Part VII

  • Paloma Izquierdo-Hernandez

    CHAIR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 0.25 related

  • Lynn Sherman

    TREASURER

    Total calculated
    $23,000
    From this org
    $23,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 0.25 related

  • Linda Muller

    SECRETARY

    Total calculated
    $16,000
    From this org
    $16,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 0.25 related

  • Yvette Walker MD

    TRUSTEE

    Total calculated
    $22,000
    From this org
    $22,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 0.25 related

  • Nanette Falkenberg

    TRUSTEE

    Total calculated
    $24,000
    From this org
    $24,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 0.25 related

  • Judith Fairweather

    TRUSTEE

    Total calculated
    $24,000
    From this org
    $24,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 0.25 related

  • Verona Greenland

    TRUSTEE

    Total calculated
    $17,000
    From this org
    $17,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 0.25 related

  • Brian McIndoe

    TRUSTEE

    Total calculated
    $15,000
    From this org
    $15,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 0.25 related

  • Clara Mercedes Hansen

    EXECUTIVE DIRECTOR

    Total calculated
    $455,862
    From this org
    $355,950
    From related orgs
    $0
    Other
    $99,912
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,450
    Bonus
    $31,500
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $69,412
    Filer's total
    $455,862

  • Rachel Amalfitano

    CFO/CONSULTANT

    Total calculated
    $144,000
    From this org
    $144,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • John Sardelis

    FORMER TRUSTEE

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $25,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $25,000

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
AN INDIVIDUAL INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2024, WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES

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

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

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.

  • AHP ENTERPRISES INC

    C · MGMT SERVICES · DE

    Directly controlled by AFFINITY HEALTH SERVICES HOLDINGS INC

  • AFFINITY HEALTH SERVICES HOLDINGS INC

    C · HOLDING CORPORATION · DE

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • MOLINA HEALTHCARE INC

    $15,316,365

    Disposition · CASH, ESCROW FUNDS, RECEIVABLES, AND CLAIM SETTLEMENTS · Nov 22, 2024 · C CORP

Provenance

Return type
form_990
Tax year
2024
Filed
20 October 2025
IRS schema version
2024v5.2
Source object
202512939349300631

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