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Nonprofiteer
← HIGHMARK HEALTH

Form 990 for tax year 2023

Filed by HIGHMARK HEALTH.

Totals

Total revenue
$568,252,445
Total expenses
$613,214,094
Contributions and grants received
$0
Grants paid
$8,710,488
Program services expenses (Part IX)
$455,659,842
Management and general expenses
$157,554,252
Fundraising expenses
$0
Program service expenses (Part III)
$455,659,842

Program services were 74.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • David Holmberg

    CEO, PRESIDENT, & EX OFFICIO DIRECTOR

    Total calculated
    $10,983,339
    From this org
    $10,926,557
    From related orgs
    $0
    Other
    $56,782
    Hours/week
    60 + 5 related

    Schedule J breakdown matched by us

    Base
    $1,641,543
    Bonus
    $8,450,181
    Other
    $834,833
    Deferred
    $11,550
    Nontaxable benefits
    $45,232
    Filer's total
    $10,983,339

  • David Blandino MD

    DIRECTOR

    Total calculated
    $172,334
    From this org
    $0
    From related orgs
    $172,334
    Other
    $0
    Hours/week
    5 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,334 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $172,334 related

  • David Malone

    DIRECTOR

    Total calculated
    $145,334
    From this org
    $0
    From related orgs
    $145,334
    Other
    $0
    Hours/week
    5 + 5 related

  • Debra Demchak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Farnam Jahanian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Frank Perryman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Gregory Jordan ESQ

    DIRECTOR

    Total calculated
    $160,530
    From this org
    $0
    From related orgs
    $160,530
    Other
    $0
    Hours/week
    5 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,530 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $160,530 related

  • Joseph Guyaux

    CHAIRMAN

    Total calculated
    $181,030
    From this org
    $0
    From related orgs
    $181,030
    Other
    $0
    Hours/week
    5 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,030 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $181,030 related

  • Joseph Hall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Kathy Pape

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Kevin Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Morgan O'Brien

    DIRECTOR - END 7/23

    Total calculated
    $0
    Hours/week
    5

  • SCOTT IZZO

    DIRECTOR - END 7/23

    Total calculated
    $0
    Hours/week
    5

  • Steven Hoffman NACDDC

    DIRECTOR

    Total calculated
    $168,834
    From this org
    $0
    From related orgs
    $168,834
    Other
    $0
    Hours/week
    5 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,834 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $168,834 related

  • Terrence Cavanaugh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Carleton Daley

    EVP CFO AND TREASURER

    Total calculated
    $435,878
    From this org
    $429,823
    From related orgs
    $0
    Other
    $6,055
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $182,645
    Bonus
    $200,000
    Other
    $47,178
    Deferred
    $0
    Nontaxable benefits
    $6,055
    Filer's total
    $435,878

  • Carolyn Duronio

    EVP Chief Legal Officer and Secretary

    Total calculated
    $3,047,102
    From this org
    $3,008,529
    From related orgs
    $0
    Other
    $38,573
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $745,369
    Bonus
    $1,975,152
    Other
    $288,008
    Deferred
    $11,550
    Nontaxable benefits
    $27,023
    Filer's total
    $3,047,102

  • John Orner

    Chief Investment Officer & Assistant Treasurer

    Total calculated
    $1,000,490
    From this org
    $948,827
    From related orgs
    $0
    Other
    $51,663
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $453,786
    Bonus
    $434,209
    Other
    $60,832
    Deferred
    $11,550
    Nontaxable benefits
    $40,113
    Filer's total
    $1,000,490

  • Saurabh Tripathi

    EVP CFO AND TREASURER - END 1/23

    Total calculated
    $5,467,263
    From this org
    $5,461,759
    From related orgs
    $0
    Other
    $5,504
    Hours/week
    60 + 5 related

    Schedule J breakdown matched by us

    Base
    $109,577
    Bonus
    $2,547,011
    Other
    $2,805,171
    Deferred
    $0
    Nontaxable benefits
    $5,504
    Filer's total
    $5,467,263

  • Bruce Meyer MD

    EVP WPA Provider President

    Total calculated
    $3,037,724
    From this org
    $2,919,107
    From related orgs
    $0
    Other
    $118,617
    Hours/week
    60 + 5 related

    Schedule J breakdown matched by us

    Base
    $1,079,138
    Bonus
    $1,250,000
    Other
    $589,969
    Deferred
    $81,450
    Nontaxable benefits
    $37,167
    Filer's total
    $3,037,724

  • Cindy Donohoe

    EVP CHIEF MARKETING OFFICER

    Total calculated
    $1,800,580
    From this org
    $1,694,853
    From related orgs
    $0
    Other
    $105,727
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $558,128
    Bonus
    $1,076,703
    Other
    $60,022
    Deferred
    $65,018
    Nontaxable benefits
    $40,709
    Filer's total
    $1,800,580

  • Cynthia Hundorfean

    Chief Living Health Development Officer - end 8/23

    Total calculated
    $5,261,459
    From this org
    $5,204,862
    From related orgs
    $25,244
    Other
    $31,353
    Hours/week
    60 + 5 related

    Schedule J breakdown matched by us

    Base
    $766,577
    Bonus
    $2,178,159
    Other
    $2,260,126 + $25,244 related
    Deferred
    $11,550
    Nontaxable benefits
    $19,803
    Filer's total
    $5,236,215 + $25,244 related

  • Daniel Onorato

    EVP CHIEF CORPORATE AFFAIRS OFFICER

    Total calculated
    $2,261,702
    From this org
    $2,206,093
    From related orgs
    $0
    Other
    $55,609
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $704,598
    Bonus
    $1,309,870
    Other
    $191,625
    Deferred
    $11,550
    Nontaxable benefits
    $44,059
    Filer's total
    $2,261,702

  • Karen Hanlon

    EVP CHIEF OPERATING OFFICER

    Total calculated
    $5,067,704
    From this org
    $4,787,996
    From related orgs
    $0
    Other
    $279,708
    Hours/week
    60 + 5 related

    Schedule J breakdown matched by us

    Base
    $1,257,487
    Bonus
    $3,445,166
    Other
    $85,343
    Deferred
    $250,074
    Nontaxable benefits
    $29,634
    Filer's total
    $5,067,704

  • Larry Kleinman

    EVP CHIEF HR OFFICER

    Total calculated
    $2,531,357
    From this org
    $2,487,841
    From related orgs
    $0
    Other
    $43,516
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $712,170
    Bonus
    $1,560,020
    Other
    $215,651
    Deferred
    $11,550
    Nontaxable benefits
    $31,966
    Filer's total
    $2,531,357

  • Melissa Anderson

    EVP CHIEF RISK, AUDIT & COMPLIANCE OFFICER

    Total calculated
    $2,704,870
    From this org
    $2,656,555
    From related orgs
    $0
    Other
    $48,315
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $603,384
    Bonus
    $1,299,498
    Other
    $753,673
    Deferred
    $11,550
    Nontaxable benefits
    $36,765
    Filer's total
    $2,704,870

  • Tony Farah MD

    EVP CHIEF MEDICAL & CLINICAL TRANSFORMATION OFFICER

    Total calculated
    $2,751,186
    From this org
    $2,697,599
    From related orgs
    $0
    Other
    $53,587
    Hours/week
    60 + 5 related

    Schedule J breakdown matched by us

    Base
    $993,856
    Bonus
    $1,447,336
    Other
    $256,407
    Deferred
    $11,550
    Nontaxable benefits
    $42,037
    Filer's total
    $2,751,186

  • Jacqueline Bauer Esq

    General Counsel - AHN

    Total calculated
    $1,209,090
    From this org
    $1,175,324
    From related orgs
    $0
    Other
    $33,766
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $486,164
    Bonus
    $613,460
    Other
    $75,700
    Deferred
    $11,550
    Nontaxable benefits
    $22,216
    Filer's total
    $1,209,090

  • Janine Colinear

    SVP Finance

    Total calculated
    $1,271,868
    From this org
    $1,216,242
    From related orgs
    $0
    Other
    $55,626
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $431,853
    Bonus
    $742,263
    Other
    $42,126
    Deferred
    $13,288
    Nontaxable benefits
    $42,338
    Filer's total
    $1,271,868

  • Michael Bennett

    EVP CHIEF STRATEGY & TRANSFORMATION OFFICER

    Total calculated
    $2,159,798
    From this org
    $2,044,450
    From related orgs
    $0
    Other
    $115,348
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $661,254
    Bonus
    $1,331,665
    Other
    $51,531
    Deferred
    $78,980
    Nontaxable benefits
    $36,368
    Filer's total
    $2,159,798

  • Richard Clarke

    SVP Chief Analytics Officer

    Total calculated
    $1,361,487
    From this org
    $1,274,906
    From related orgs
    $0
    Other
    $86,581
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $560,109
    Bonus
    $675,763
    Other
    $39,034
    Deferred
    $52,892
    Nontaxable benefits
    $33,689
    Filer's total
    $1,361,487

  • Tracy Saula

    SVP Chief Product & Experience Officer

    Total calculated
    $1,286,617
    From this org
    $1,213,918
    From related orgs
    $0
    Other
    $72,699
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $460,661
    Bonus
    $712,403
    Other
    $40,854
    Deferred
    $37,290
    Nontaxable benefits
    $35,409
    Filer's total
    $1,286,617

  • Dennis Cronin

    FORMER - SVP CHIEF INVESTMENT OFFICER & ASSISTANT TREASURER

    Total calculated
    $200,850
    From this org
    $200,850
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $200,850
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $200,850

  • Thomas Vankirk

    FORMER - CHIEF LEGAL OFFICER & SECRETARY

    Total calculated
    $454,350
    From this org
    $454,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    0 + 5 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $454,350
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $454,350

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 — 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

Answered no

  • 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

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
FOUR KEY INDIVIDUALS UTILIZED CHARTER TRAVEL AND TRAVEL FOR COMPANIONS DURING THE YEAR ENDED DECEMBER 31, 2023. THESE VALUES WERE INCLUDED IN BOX 5 OF THE IRS FORM W-2.
Schedule J, Part I, Line 1a Travel for companions
FOUR KEY INDIVIDUALS UTILIZED CHARTER TRAVEL AND TRAVEL FOR COMPANIONS DURING THE YEAR ENDED DECEMBER 31, 2023. THESE VALUES WERE INCLUDED IN BOX 5 OF THE IRS FORM W-2.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
A SELECT NUMBER OF INDIVIDUALS RECEIVED TAX GROSS-UP PAYMENTS FROM THE ORGANIZATION. THESE WERE INCLUDED IN BOX 5 OF THEIR IRS FORM W-2.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use
AN OFFICER OF THE ORGANIZATION RECEIVED A TEMPORARY, TRANSITIONAL HOUSING ALLOWANCE DURING THE YEAR ENDED DECEMBER 31, 2023. THE ALLOWANCE WAS INCLUDED IN BOX 5 OF THE IRS FORM W-2
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
THE ORGANIZATION PROVIDED SOCIAL CLUB DUES FOR A SELECT NUMBER OF INDIVIDUALS DURING THE YEAR ENDED DECEMBER 31, 2023. THESE VALUES WERE BUSINESS RELATED AND NOT INCLUDED IN TAXABLE COMPENSATION.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS AS OF DECEMBER 31, 2023. THESE AMOUNT ARE INCLUDED IN BOX 5 OF THEIR IRS FORM W-2. SAURABH TRIPATHI $2,712,078 CYNTHIA HUNDORFEAN $1,953,079
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
HIGHMARK HEALTH HAS A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. THE SUPPLEMENTAL RETIREMENT PLAN IS OFFERED TO ELIGIBLE EMPLOYEES WHOSE RETIREMENT BENEFITS IN QUALIFIED PLANS ARE LIMITED DUE TO IRS REGULATIONS. AMOUNTS IN THE PLAN ARE VESTED WHEN THE PARTICIPANT REACHES AGE 55 AND HAS 3 YEARS OF SERVICE. ONCE VESTED, THE 457F BALANCE IS PAID TO THE PARTICIPANT, BOTH INITIALLY AND THEN EVERY DECEMBER THEREAFTER (WHEN A NEW 457F CONTRIBUTION IS MADE). PARTICIPANTS WHO VOLUNTARILY LEAVE THE ORGANIZATION BEFORE AGE 55 OR 3 YEARS OF SERVICE FORFEIT THEIR ENTIRE 457F BENEFIT UPON TERMINATION. THE FOLLOWING INDIVIDUALS RECEIVED 457(F) CONTRIBUTIONS THAT WERE INCLUDED IN 2023 W-2 COMPENSATION: DAVID HOLMBERG $566,848 CYNTHIA HUNDORFEAN $117,196 CAROLYN DURONIO $108,109 TONY FARAH $123,665 MELISSA ANDERSON $582,264 LARRY KLEINMAN $82,824 DANIEL ONORATO $82,779 JACQUELINE BAUER $24,113 THE FOLLOWING INDIVIDUALS HAD 457(F) CONTRIBUTIONS DEFERRED IN 2023: KAREN HANLON $238,524 BRUCE MEYER $69,900 MICHAEL BENNETT $67,430 CINDY DONOHOE $53,468 RICHARD CLARKE $41,342 TRACY SAULA $25,740 JANINE COLINEAR $1,738
Schedule J, Part I, Line 7 Non-fixed payments
HIGHMARK HEALTH (HH) PROVIDES BONUS COMPENSATION AS PART OF ITS TOTAL COMPENSATION PROGRAM FOR OFFICERS AND KEY EMPLOYEES. IN THE VAST MAJORITY OF ARRANGEMENTS, THE COMPONENT IS BASED UPON ACCOMPLISHMENT OF PREDETERMINED PERFORMANCE GOALS AND OBJECTIVES AND RESULTS IN FIXED PAYMENTS. HOWEVER, HIGHMARK HEALTH HAS ENTERED INTO ARRANGEMENTS WHICH PROVIDE FOR OTHER BONUSES WHICH ARE DISCRETIONARY IN NATURE, TO A LIMITED NUMBER OF THOSE PERSONS LISTED IN THIS FORM 990, PART VII, SECTION A, LINE 1A. NOTWITHSTANDING SUCH DISCRETION AND ASSUMING FULL PAYOUT OF SUCH DISCRETIONARY PAYMENTS, THE TOTAL COMPENSATION PAID TO THOSE PERSONS FALLS WITHIN THE RANGE OF FAIR MARKET VALUE.
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception
HIGHMARK HEALTH (HH) HAS CERTAIN EMPLOYMENT CONTRACTS WHICH MAY QUALIFY FOR THE INITIAL CONTRACT EXCEPTION UNDER IRC REGULATION 53.4958-4(A)(3). IF SO QUALIFIED THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED IN IRC REGULATION 53.4958-6(C) WERE FOLLOWED.

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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202443139349302314

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

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