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Nonprofiteer
← COPA HEALTH INC

Form 990 for tax year 2022

Filed by COPA HEALTH INC.

Totals

Total revenue
$79,802,748
Total expenses
$75,404,819
Contributions and grants received
$58,078
Grants paid
$46,947
Program service revenue
$79,387,048
Investment income
$0
Other revenue
$357,622
Total assets, end of year
$48,520,481
Total liabilities, end of year
$26,677,022
Net assets or fund balances, end of year
$21,843,459
Program services expenses (Part IX)
$63,116,426
Management and general expenses
$11,961,348
Fundraising expenses
$327,045
Program service expenses (Part III)
$63,116,426

Program services were 83.7% 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.

  • 1e · Government grants (contributions)

    $58,078

  • 2a · Program service revenue: ADMINISTRATIVE SERVICES

    total $79,387,048 · related or exempt $79,387,048

  • 6a · Gross rents

    real property $66,384

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $66,384

  • 6d · Net rental income or loss

    total $66,384 · excluded $66,384

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $291,238 · excluded $291,238

  • 11e · Other revenue, total

    $291,238

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $46,947 · program services $46,947

  • 5 · Compensation of officers, directors and key employees

    total $1,234,702 · program services $161,121 · management and general $1,073,581

  • 7 · Other salaries and wages

    total $58,172,516 · program services $50,210,259 · management and general $7,706,806 · fundraising $255,451

  • 8 · Pension plan contributions

    total $570,458 · program services $516,148 · management and general $51,629 · fundraising $2,681

  • 9 · Other employee benefits

    total $3,945,174 · program services $3,569,592 · management and general $357,039 · fundraising $18,543

  • 10 · Payroll taxes

    total $4,555,501 · program services $4,121,817 · management and general $412,273 · fundraising $21,411

  • 11b · Fees: legal

    total $442,579 · program services $228,194 · management and general $210,402 · fundraising $3,983

  • 11c · Fees: accounting

    total $152,437 · program services $78,597 · management and general $72,468 · fundraising $1,372

  • 11g · Fees: other

    total $866,385 · program services $446,708 · management and general $411,879 · fundraising $7,798

  • 12 · Advertising and promotion

    total $238,272 · program services $127,118 · management and general $110,010 · fundraising $1,144

  • 13 · Office expenses

    total $531,034 · program services $325,752 · management and general $203,032 · fundraising $2,250

  • 14 · Information technology

    total $1,094,882 · program services $584,119 · management and general $505,507 · fundraising $5,256

  • 16 · Occupancy

    total $846,051 · program services $798,507 · management and general $47,384 · fundraising $160

  • 17 · Travel

    total $875,881 · program services $687,749 · management and general $187,235 · fundraising $897

  • 19 · Conferences, conventions and meetings

    total $46,030 · program services $24,557 · management and general $21,251 · fundraising $222

  • 20 · Interest

    total $15,917 · program services $8,487 · management and general $7,342 · fundraising $88

  • 22 · Depreciation, depletion and amortization

    total $428,375 · program services $322,052 · management and general $106,323

  • 23 · Insurance

    total $212,761 · program services $166,189 · management and general $45,565 · fundraising $1,007

  • 24a · Other expenses: LICENSE & FEES

    total $637,717 · program services $391,195 · management and general $243,820 · fundraising $2,702

  • 24b · Other expenses: PROGRAM EXPENSES

    total $320,595 · program services $196,663 · management and general $122,574 · fundraising $1,358

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $108,429 · program services $66,514 · management and general $41,456 · fundraising $459

  • 24d · Other expenses: MISCELLANEOUS

    total $59,708 · program services $36,627 · management and general $22,828 · fundraising $253

  • 24e · All other expenses

    total $2,468 · program services $1,514 · management and general $944 · fundraising $10

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $163,553 · end of year $1,051,487

  • 2 · Savings and temporary cash investments

    beginning of year $1,219

  • 4 · Accounts receivable

    end of year $118,744

  • 9 · Prepaid expenses and deferred charges

    beginning of year $465,682 · end of year $1,135,986

  • 10a · Land, buildings and equipment: cost or other basis

    $8,936,072

  • 10b · Land, buildings and equipment: accumulated depreciation

    $186,625

  • 10c · Land, buildings and equipment, net

    beginning of year $4,161,308 · end of year $8,749,447

  • 12 · Investments: other securities

    beginning of year $1,255,705 · end of year $1,795,516

  • 13 · Investments: program-related

    beginning of year $15,095,088 · end of year $23,027,126

  • 14 · Intangible assets

    beginning of year $1,600,636 · end of year $1,280,509

  • 15 · Other assets

    beginning of year $15,968,953 · end of year $11,361,666

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,659,667 · end of year $7,134,338

  • 19 · Deferred revenue

    beginning of year $44,000

  • 23 · Secured mortgages and notes payable

    beginning of year $5,607,791 · end of year $4,877,864

  • 25 · Other liabilities

    beginning of year $10,742,458 · end of year $14,664,820

  • 27 · Net assets without donor restrictions

    beginning of year $15,658,228 · end of year $21,843,459

Mission and programs · 2022

Mission

SEE SCHEDULE O.

Activities or mission (Part I)

COPA HEALTH IS A NONPROFIT ORGANIZATION THAT PROVIDES EXCEPTIONAL HEALTHCARE SERVICES, GUIDED BY ITS SIX CORE VALUES: PEOPLE FIRST, COMPASSION, INTEGRITY, PERSEVERANCE, ACCOUNTABILITY, AND INNOVATION. THEY OFFER INTEGRATED HEALTHCARE, EMPLOYMENT SERVICES, DAY PROGRAMS, COUNSELING, AND AFFORDABLE HOUSING FOR INDIVIDUALS WITH COMPLEX MEDICAL, BEHAVIORAL, OR LONG-TERM CARE NEEDS.

  • COPA HEALTH, INC. (COPA) WAS ESTABLISHED TO PROVIDE CENTRALIZED MANAGEMENT, OVERSIGHT, AND ADMINISTRATIVE SUPPORT SERVICES TO MARC COMMUNITY RESOURCES, INC. (MARC) AND PARTNERS IN RECOVERY, LLC (PIR), BOTH NONPROFIT 501(C)(3) ORGANIZATIONS. WHILE MARC AND PIR FOCUS ON THE WORLD-CLASS DELIVERY OF CLINICAL INTERVENTIONS, MEDICAL TREATMENT, AND SOCIAL DETERMINANTS OF HEALTH PROGRAMS (COLLECTIVELY REFERRED TO AS INTEGRATED HEALTHCARE), COPA ENSURES OPERATIONAL EXCELLENCE BY MANAGING ALL BACK-OFFICE FUNCTIONS. THESE INCLUDE ADMINISTRATIVE, FINANCIAL, TECHNOLOGICAL, AND COMPLIANCE SERVICES ESSENTIAL TO SUSTAINING AND ENHANCING THE MISSION-DRIVEN IMPACT OF MARC AND PIR.

    Expenses $63,116,426 · Grants $46,947 · Revenue $79,387,048

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SHARAREH NAJAFI-PIPER

    CEO

    Total calculated
    $564,772
    From this org
    $542,382
    From related orgs
    $0
    Other
    $22,390
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $366,528
    Bonus
    $175,854
    Other
    $0
    Deferred
    $20,500
    Nontaxable benefits
    $1,890
    Filer's total
    $564,772

  • SHALINI THARANI

    PSYCHIATRIST

    Total calculated
    $352,377
    From this org
    $347,521
    From related orgs
    $0
    Other
    $4,856
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $326,301
    Bonus
    $14,299
    Other
    $6,921
    Deferred
    $4,506
    Nontaxable benefits
    $350
    Filer's total
    $352,377

  • WINONA BELMONTE

    PSYCHIATRIST

    Total calculated
    $333,361
    From this org
    $330,923
    From related orgs
    $0
    Other
    $2,438
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,163
    Bonus
    $12,760
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $2,438
    Filer's total
    $333,361

  • DARWYN CHERN

    CMO

    Total calculated
    $331,732
    From this org
    $322,242
    From related orgs
    $0
    Other
    $9,490
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,017
    Bonus
    $40,052
    Other
    $18,173
    Deferred
    $9,357
    Nontaxable benefits
    $133
    Filer's total
    $331,732

  • FRANCISCO NEUFELD

    PSYCHIATRIST

    Total calculated
    $289,922
    From this org
    $279,148
    From related orgs
    $0
    Other
    $10,774
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,862
    Bonus
    $12,986
    Other
    $24,300
    Deferred
    $8,298
    Nontaxable benefits
    $2,476
    Filer's total
    $289,922

  • JOHN SARRIS

    PSYCHIATRIST

    Total calculated
    $282,485
    From this org
    $274,721
    From related orgs
    $0
    Other
    $7,764
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,455
    Bonus
    $12,156
    Other
    $16,110
    Deferred
    $7,764
    Nontaxable benefits
    $0
    Filer's total
    $282,485

  • ARASHDEEP GILL

    PSYCHIATRIST

    Total calculated
    $280,274
    From this org
    $265,664
    From related orgs
    $0
    Other
    $14,610
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,063
    Bonus
    $12,736
    Other
    $16,865
    Deferred
    $14,550
    Nontaxable benefits
    $60
    Filer's total
    $280,274

  • JOHN MOORE

    CFO (THROUGH JULY 2023)

    Total calculated
    $265,379
    From this org
    $246,870
    From related orgs
    $0
    Other
    $18,509
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $232,194
    Bonus
    $404
    Other
    $14,272
    Deferred
    $10,030
    Nontaxable benefits
    $8,479
    Filer's total
    $265,379

  • MARTIN QUINTANA

    CFO (AS OF AUGUST 2023)

    Total calculated
    $0
    Hours/week
    40 + 10 related

  • DAVID DAY

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • HOLLY WILLIAMS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • CRAIG CARDON

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • DON FOWLS MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ABRAHAM BARTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • PATRICK CARDON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • WILFORD CARDON

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • BRIAN KOTSUR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • BRIAN MIDDLETON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • TOM SIMPLOT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JON SCOTT WILLIAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 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

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4B
THE ORGANIZATION MADE CONTRIBUTIONS TO THE 457(F) NON-QUALIFIED DEFERRED COMPENSATION PLANS OF THESE EMPLOYEES IN CALENDAR YEAR 2022: JOHN MOORE - $14,272 MARTIN QUINTANA - $1,744 DARWYN CHERN - $18,173 SHALINI THARANI - $6,921 FRANCISCO NEUFELD - $24,300 ARASHDEEP GILL - $16,865 JOHN SARRIS - $16,110 EMPLOYER CONTRIBUTIONS TO THE 457(F) PLANS ARE REPORTED WITHIN THE EMPLOYEE'S FORM W-2 WAGES AND AS SUCH, THE EMPLOYER CONTRIBUTIONS ARE REPORTED WITHIN SCHEDULE J, PART II, COLUMN B(III) AND ARE NOT REPORTED IN COLUMN (C).
PART I, LINE 7
DISCRETIONARY BONUSES WERE GIVEN TO EMPLOYEES BASED ON THEIR PERFORMANCE REVIEWS, THE COMPANY'S PERFORMANCE, AND FEASIBILITY. THE ORGANIZATION HAS A COMMITTEE THAT REVIEWS ALL EXECUTIVE COMPENSATION THROUGH REVIEW OF COMPARATIVE DATA AND THIS COMPENSATION IS APPROVED BY THE BOARD IN ADVANCE OF ANY PAYMENTS BEING MADE.

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.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
21 July 2025
IRS schema version
2022v5.0
Source object
202542049349301654

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