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Nonprofiteer
← COMPASS ROSE BENEFITS GROUP

Form 990 for tax year 2023

Filed by COMPASS ROSE BENEFITS GROUP.

Totals

Total revenue
$219,139,840
Total expenses
$248,171,704
Contributions and grants received
$0
Grants paid
$57,712
Program service revenue
$214,892,112
Investment income
$4,247,728
Other revenue
$0
Total assets, end of year
$99,329,844
Total liabilities, end of year
$67,236,889
Net assets or fund balances, end of year
$32,092,955
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

Listed in Part VII

  • ANN CROUCH

    DIRECTOR

    Total calculated
    $9,000
    From this org
    $9,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • BARBARA BLUFER

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • GWEN GASKINS

    DIRECTOR/VICE CHAIRMAN

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOEL SELTZER

    DIRECTOR

    Total calculated
    $7,500
    From this org
    $7,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOSEPH SCHAFER PHD

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • KEVIN SMITH

    DIRECTOR/CHAIRMAN

    Total calculated
    $9,000
    From this org
    $9,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • LESLIE PYENSON MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL FORDE

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MIKE MICHAELS

    DIRECTOR

    Total calculated
    $9,000
    From this org
    $9,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SHANTARIA RICHARDSON

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • TRACY GRIGGS

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JONI HUBER

    Vice President/COO

    Total calculated
    $226,169
    From this org
    $197,750
    From related orgs
    $0
    Other
    $28,419
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,250
    Bonus
    $8,500
    Other
    $0
    Deferred
    $7,570
    Nontaxable benefits
    $20,849
    Filer's total
    $226,169

  • RANDY STOUGHTON

    PRESIDENT/CEO

    Total calculated
    $359,857
    From this org
    $344,246
    From related orgs
    $0
    Other
    $15,611
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $313,646
    Bonus
    $30,600
    Other
    $0
    Deferred
    $12,545
    Nontaxable benefits
    $3,066
    Filer's total
    $359,857

  • SHERRI HERBERT

    Chief Administrative Officer/ Secretary

    Total calculated
    $261,199
    From this org
    $245,284
    From related orgs
    $0
    Other
    $15,915
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $218,522
    Bonus
    $26,762
    Other
    $0
    Deferred
    $8,741
    Nontaxable benefits
    $7,174
    Filer's total
    $261,199

  • WILLIAM SIMMONS

    TREASURER/CFO

    Total calculated
    $267,059
    From this org
    $235,503
    From related orgs
    $0
    Other
    $31,556
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $214,332
    Bonus
    $21,171
    Other
    $0
    Deferred
    $8,573
    Nontaxable benefits
    $22,983
    Filer's total
    $267,059

  • DHARTI DESAI

    CONTROLLER

    Total calculated
    $208,801
    From this org
    $181,105
    From related orgs
    $0
    Other
    $27,696
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $172,605
    Bonus
    $8,500
    Other
    $0
    Deferred
    $6,904
    Nontaxable benefits
    $20,792
    Filer's total
    $208,801

  • KEVIN LANNING

    Executive Vice President, Health and Pharmacy Operations

    Total calculated
    $219,619
    From this org
    $188,673
    From related orgs
    $0
    Other
    $30,946
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,173
    Bonus
    $8,500
    Other
    $0
    Deferred
    $7,207
    Nontaxable benefits
    $23,739
    Filer's total
    $219,619

  • PAUL GOVATOS

    CHIEF INNOVATION OFFICER

    Total calculated
    $296,965
    From this org
    $274,204
    From related orgs
    $0
    Other
    $22,761
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,939
    Bonus
    $24,265
    Other
    $0
    Deferred
    $9,998
    Nontaxable benefits
    $12,763
    Filer's total
    $296,965

  • PETER CHAN

    SYSTEM ARCHITECT

    Total calculated
    $193,742
    From this org
    $165,974
    From related orgs
    $0
    Other
    $27,768
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,474
    Bonus
    $8,500
    Other
    $0
    Deferred
    $6,299
    Nontaxable benefits
    $21,469
    Filer's total
    $193,742

  • SAMANTHA COLEMAN

    Director of Quality and Clinical Oversight

    Total calculated
    $169,273
    From this org
    $160,914
    From related orgs
    $0
    Other
    $8,359
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,414
    Bonus
    $6,500
    Other
    $0
    Deferred
    $6,177
    Nontaxable benefits
    $2,182
    Filer's total
    $169,273

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

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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

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.

  • UNITED STATES GOVERNMENT

    501(c)(1) · GOVERNMENT · DC

    Directly controlled by NA

  • COMPASS ROSE CHARITIES

    501(c)(3) · GRANTMAKING · DC · controlled entity

    Directly controlled by CR BENEFITS

Provenance

Return type
form_990
Tax year
2023
Filed
30 October 2024
IRS schema version
2023v5.1
Source object
202433049349302093

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