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Nonprofiteer
← ASPIRE HEALTH PLAN

Form 990 for tax year 2023

Filed by ASPIRE HEALTH PLAN.

Totals

Total revenue
$127,086,474
Total expenses
$136,509,776
Contributions and grants received
$3,289,976
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$128,834,802
Management and general expenses
$7,674,974
Fundraising expenses
$0
Program service expenses (Part III)
$128,834,802

Program services were 94.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN PACKER

    PRESIDENT & CEO

    Total calculated
    $2,738,678
    From this org
    $0
    From related orgs
    $2,188,518
    Other
    $550,160
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,015,887 related
    Bonus
    $0 + $383,300 related
    Other
    $0 + $789,331 related
    Deferred
    $0 + $516,858 related
    Nontaxable benefits
    $0 + $33,302 related
    Filer's total
    $0 + $2,738,678 related

  • MARK CARVALHO MD

    DIRECTOR

    Total calculated
    $919,584
    From this org
    $0
    From related orgs
    $788,868
    Other
    $130,716
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $562,371 related
    Bonus
    $0 + $166,158 related
    Other
    $0 + $60,339 related
    Deferred
    $0 + $73,623 related
    Nontaxable benefits
    $0 + $57,093 related
    Filer's total
    $0 + $919,584 related

  • TYLER MUNSON

    CEO OF ASPIRE

    Total calculated
    $602,636
    From this org
    $0
    From related orgs
    $515,480
    Other
    $87,156
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $475,229 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $15,251 related
    Deferred
    $0 + $30,063 related
    Nontaxable benefits
    $0 + $57,093 related
    Filer's total
    $0 + $602,636 related

  • MICHAEL MCGLUE MD

    DIRECTOR

    Total calculated
    $575,117
    From this org
    $0
    From related orgs
    $522,383
    Other
    $52,734
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,763 related
    Bonus
    $0 + $247,326 related
    Other
    $0 + $49,294 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $39,534 related
    Filer's total
    $0 + $575,117 related

  • JOHN O'BRIEN

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DAVID AWERBUCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LESLIE HIGGINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • RYAN EDWARDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALLEN RADNER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TONY PRUTHI MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GARY RAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREGG KANTER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VICTORY REY JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CATHERINE CARSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETE DELGADO

    DIRECTOR (THRU 11/23)

    Total calculated
    $0
    Hours/week
    1

  • EUGENE HILL

    DIRECTOR (THRU 12/23)

    Total calculated
    $0
    Hours/week
    1

  • HARRY WARDWELL

    DIRECTOR (THRU 12/23)

    Total calculated
    $0
    Hours/week
    1

  • JIB MARTENS

    DIRECTOR (THRU 12/23)

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW MORGAN

    VP OF FINANCE/CFO

    Total calculated
    $909,911
    From this org
    $0
    From related orgs
    $758,608
    Other
    $151,303
    Hours/week
    8 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $538,655 related
    Bonus
    $0 + $161,822 related
    Other
    $0 + $58,131 related
    Deferred
    $0 + $94,210 related
    Nontaxable benefits
    $0 + $57,093 related
    Filer's total
    $0 + $909,911 related

  • LIZ LORENZI

    VP/COO

    Total calculated
    $747,505
    From this org
    $0
    From related orgs
    $659,739
    Other
    $87,766
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $387,885 related
    Bonus
    $0 + $207,059 related
    Other
    $0 + $64,795 related
    Deferred
    $0 + $71,115 related
    Nontaxable benefits
    $0 + $16,651 related
    Filer's total
    $0 + $747,505 related

  • SCOTT KELLY

    VP/COO/SECRETARY (THRU 9/23)

    Total calculated
    $544,573
    From this org
    $0
    From related orgs
    $487,918
    Other
    $56,655
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $278,963 related
    Bonus
    $0 + $97,393 related
    Other
    $0 + $111,562 related
    Deferred
    $0 + $32,175 related
    Nontaxable benefits
    $0 + $24,480 related
    Filer's total
    $0 + $544,573 related

  • EVA BALINT CHIEF MEDICAL

    OFFICER ASPIRE (THRU 6/23)

    Total calculated
    $826,688
    From this org
    $807,596
    From related orgs
    $0
    Other
    $19,092
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,868
    Bonus
    $99,346
    Other
    $479,382
    Deferred
    $1,304
    Nontaxable benefits
    $17,788
    Filer's total
    $826,688

  • MELISSA HALL

    VP MEDICARE OPERATIONS

    Total calculated
    $424,429
    From this org
    $364,920
    From related orgs
    $0
    Other
    $59,509
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,606
    Bonus
    $41,369
    Other
    $28,945
    Deferred
    $11,931
    Nontaxable benefits
    $47,578
    Filer's total
    $424,429

  • MARY BETH GOVIER

    DIR UTILIZATION MANAGEMENT

    Total calculated
    $354,640
    From this org
    $312,996
    From related orgs
    $0
    Other
    $41,644
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,726
    Bonus
    $34,778
    Other
    $18,492
    Deferred
    $8,342
    Nontaxable benefits
    $33,302
    Filer's total
    $354,640

  • DIANE HATCHER

    BUSINESS SOLUTIONS ARCHITECT

    Total calculated
    $292,870
    From this org
    $227,951
    From related orgs
    $0
    Other
    $64,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,323
    Bonus
    $0
    Other
    $5,628
    Deferred
    $7,866
    Nontaxable benefits
    $57,053
    Filer's total
    $292,870

  • CAMMIE FLORES

    DIRECTOR OF CARE MANAGEMENT

    Total calculated
    $272,795
    From this org
    $228,877
    From related orgs
    $0
    Other
    $43,918
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,157
    Bonus
    $0
    Other
    $6,720
    Deferred
    $0
    Nontaxable benefits
    $43,918
    Filer's total
    $272,795

  • LAURA ZEHM

    FORMER PRESIDENT / CEO

    Total calculated
    $614,317
    From this org
    $0
    From related orgs
    $614,317
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $614,317 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $614,317 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
A RELATED ORGANIZATION HAS A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES THAT REVIEWS AND APPROVES THE OFFICERS' COMPENSATION. A CONSULTING FIRM IS ENGAGED TO PROVIDE COMPARABLE DATA.
PART I, LINES 4A-B
EVA BALINT RECEIVED A SEVERANCE PAYMENT DURING 2023 IN THE AMOUNT OF $459,000. STEVEN PACKER PARTICIPATED IN A 457(F) PLAN AND RECEIVED A DISTRIBUTION DURING 2023 IN THE AMOUNT OF $732,679. LAURA ZEHM PARTICIPATED IN A 457(F) PLAN AND RECEIVED A DISTRIBUTION DURING 2023 IN THE AMOUNT OF $614,317.
PART I, LINE 6
MANAGEMENT INCENTIVE PLANS HAVE A PERCENTAGE OF THE INCENTIVE PACKAGE THAT ARE BASED ON THE FINANCIAL RESULTS OF THE FILING ORGANIZATION AND RELATED ORGANIZATIONS.
PART I, LINE 7
PART OF THE INCENTIVE PACKAGES FOR MANAGEMENT ARE BASED ON MEETING PERFORMANCE GOALS FOR THE YEAR.

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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BAY SERVICES INC

    C · SERVICES · CA · 100% owned · share of assets $565,670 · controlled entity

    Directly controlled by ASPIRE HEALTH PLAN

  • CHARITABLE REMAINDER TRUSTS (2)

    T · HOLDING COMPANY · CA

  • COASTAL HEALTHCARE ADMINISTRATORS

    C · MEDICAL CLAIMS PROCESSING · CA · 100% owned · share of income $323,956 · share of assets $96,334 · controlled entity

    Directly controlled by ASPIRE HEALTH PLAN

  • COASTAL TPA INC

    C · MEDICAL CLAIMS PROCESSING · CA · 100% owned · share of income $3,430,976 · share of assets $2,169,570 · controlled entity

    Directly controlled by ASPIRE HEALTH PLAN

  • CYPRESS MEDICAL NETWORK INC

    C · INACTIVE · CA

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413189349311586

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

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