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Nonprofiteer
← SHARP HEALTH PLAN

Form 990 for tax year 2023

Filed by SHARP HEALTH PLAN.

Totals

Total revenue
$1,030,937,662
Total expenses
$995,362,709
Contributions and grants received
$0
Grants paid
$61,738
Program services expenses (Part IX)
$957,973,878
Management and general expenses
$37,388,831
Fundraising expenses
$0
Program service expenses (Part III)
$957,973,878

Program services were 96.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Alison Fleury

    SECRETARY, SVP BUSINESS DEVELOPMENT

    Total calculated
    $785,198
    From this org
    $0
    From related orgs
    $760,157
    Other
    $25,041
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $567,843 related
    Bonus
    $0 + $158,156 related
    Other
    $0 + $34,158 related
    Deferred
    $0 + $7,712 related
    Nontaxable benefits
    $0 + $17,329 related
    Filer's total
    $0 + $785,198 related
  • Christopher D Howard

    CHAIRMAN, PRESIDENT & CEO SHC

    Total calculated
    $2,467,123
    From this org
    $0
    From related orgs
    $2,449,448
    Other
    $17,675
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,819,908 related
    Bonus
    $0 + $539,018 related
    Other
    $0 + $90,522 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,675 related
    Filer's total
    $0 + $2,467,123 related
  • Melissa Hayden-Cook

    VICE CHAIR, PRESIDENT & CEO-SHP

    Total calculated
    $1,024,132
    From this org
    $0
    From related orgs
    $999,435
    Other
    $24,697
    Hours/week
    47 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $751,865 related
    Bonus
    $0 + $210,299 related
    Other
    $0 + $37,271 related
    Deferred
    $0 + $1,388 related
    Nontaxable benefits
    $0 + $23,309 related
    Filer's total
    $0 + $1,024,132 related
  • Susan Green

    TREASURER AS OF 03/27/2024

    Total calculated
    $0
    Hours/week
    2 + 52 related
  • Alan Bier MD

    DIRECTOR AS OF 12/04/2023

    Total calculated
    $0
    Hours/week
    2 + 4 related
  • Brett G McClain

    DIRECTOR, CHIEF OPERATING OFFICER SHC

    Total calculated
    $1,672,971
    From this org
    $0
    From related orgs
    $1,655,296
    Other
    $17,675
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,221,533 related
    Bonus
    $0 + $401,201 related
    Other
    $0 + $32,562 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,675 related
    Filer's total
    $0 + $1,672,971 related
  • John Lemoine MD

    CHIEF MEDICAL INFO OFFICER

    Total calculated
    $708,545
    From this org
    $0
    From related orgs
    $676,940
    Other
    $31,605
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $525,769 related
    Bonus
    $0 + $105,187 related
    Other
    $0 + $45,984 related
    Deferred
    $0 + $21,275 related
    Nontaxable benefits
    $0 + $10,330 related
    Filer's total
    $0 + $708,545 related
  • Michael Reagin

    DIRECTOR THRU 05/10/2024, SVP CIIO SHC

    Total calculated
    $1,344,004
    From this org
    $0
    From related orgs
    $1,326,329
    Other
    $17,675
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $989,157 related
    Bonus
    $0 + $331,790 related
    Other
    $0 + $5,382 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,675 related
    Filer's total
    $0 + $1,344,004 related
  • Sergio Flores MD

    DIRECTOR AS OF 12/04/2023

    Total calculated
    $0
    Hours/week
    6 + 2 related
  • Rita Datko

    CFO SHP

    Total calculated
    $453,637
    From this org
    $0
    From related orgs
    $404,964
    Other
    $48,673
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $324,956 related
    Bonus
    $0 + $75,161 related
    Other
    $0 + $4,847 related
    Deferred
    $0 + $31,736 related
    Nontaxable benefits
    $0 + $16,937 related
    Filer's total
    $0 + $453,637 related
  • Cary Shames

    CMO SHP

    Total calculated
    $687,489
    From this org
    $0
    From related orgs
    $655,576
    Other
    $31,913
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $485,773 related
    Bonus
    $0 + $113,047 related
    Other
    $0 + $56,756 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $17,063 related
    Filer's total
    $0 + $687,489 related
  • Leslie Pels-Beck

    COO SHP

    Total calculated
    $422,738
    From this org
    $0
    From related orgs
    $376,711
    Other
    $46,027
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $248,941 related
    Bonus
    $0 + $67,127 related
    Other
    $0 + $60,643 related
    Deferred
    $0 + $29,466 related
    Nontaxable benefits
    $0 + $16,561 related
    Filer's total
    $0 + $422,738 related
  • Michael Byrd

    BUSINESS DEVELOPMENT OFFICER

    Total calculated
    $439,745
    From this org
    $0
    From related orgs
    $396,863
    Other
    $42,882
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $291,868 related
    Bonus
    $0 + $71,749 related
    Other
    $0 + $33,246 related
    Deferred
    $0 + $20,606 related
    Nontaxable benefits
    $0 + $22,276 related
    Filer's total
    $0 + $439,745 related
  • Bahareh Khavarian

    MEDICAL DIRECTOR

    Total calculated
    $357,335
    From this org
    $0
    From related orgs
    $332,900
    Other
    $24,435
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $288,222 related
    Bonus
    $0 + $43,610 related
    Other
    $0 + $1,068 related
    Deferred
    $0 + $11,715 related
    Nontaxable benefits
    $0 + $12,720 related
    Filer's total
    $0 + $357,335 related
  • Gregory Limon

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $299,339
    From this org
    $0
    From related orgs
    $275,870
    Other
    $23,469
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $231,213 related
    Bonus
    $0 + $34,420 related
    Other
    $0 + $10,237 related
    Deferred
    $0 + $21,582 related
    Nontaxable benefits
    $0 + $1,887 related
    Filer's total
    $0 + $299,339 related
  • Lisa Arian

    SR MEDICAL DIRECTOR

    Total calculated
    $438,678
    From this org
    $0
    From related orgs
    $404,477
    Other
    $34,201
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $300,172 related
    Bonus
    $0 + $52,188 related
    Other
    $0 + $52,117 related
    Deferred
    $0 + $18,112 related
    Nontaxable benefits
    $0 + $16,089 related
    Filer's total
    $0 + $438,678 related
  • Robert Peters

    PHYSICIAN REVIEWER

    Total calculated
    $295,211
    From this org
    $0
    From related orgs
    $271,986
    Other
    $23,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $266,604 related
    Bonus
    $0
    Other
    $0 + $5,382 related
    Deferred
    $0 + $14,135 related
    Nontaxable benefits
    $0 + $9,090 related
    Filer's total
    $0 + $295,211 related
  • Zachary Contreras

    DIR PHARMACY BENEFITS

    Total calculated
    $309,927
    From this org
    $0
    From related orgs
    $277,264
    Other
    $32,663
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $238,797 related
    Bonus
    $0 + $36,841 related
    Other
    $0 + $1,626 related
    Deferred
    $0 + $10,991 related
    Nontaxable benefits
    $0 + $21,672 related
    Filer's total
    $0 + $309,927 related
  • Staci L Dickerson

    FORMER OFFICER

    Total calculated
    $983,119
    From this org
    $0
    From related orgs
    $958,272
    Other
    $24,847
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $696,073 related
    Bonus
    $0 + $245,174 related
    Other
    $0 + $17,025 related
    Deferred
    $0 + $11,210 related
    Nontaxable benefits
    $0 + $13,637 related
    Filer's total
    $0 + $983,119 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 — 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

  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
The Compensation Committee of Sharp HealthCare retains an independent compensation consulting firm to review the total compensation paid to executive management (President/Chief Executive Officer, Chief Operating Officer, and Senior Vice Presidents) and compares it to the total compensation paid to similar positions with like institutions. The information is presented to the Compensation Committee of the Board of Directors by the independent consultant. The Compensation Committee is comprised of Board members who are not physicians and who are not compensated in any way by the organization. The Compensation Committee creates and approves the organization's Executive Compensation Philosophies and Strategies statement and as part of this approves the total compensation for the President/Chief Executive Officer and reviews and approves the total compensation recommendations for the remaining executive team. The Compensation Committee presents its decision to the Board of Directors. The Compensation Committee retains minutes of its meetings. The study was last conducted in January 2025.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Sharp HealthCare (Company) sponsor an Executive Benefit Plan (Plan) to provide designated executives with a reasonable level of benefits in return for their continued employment with the Company. The Plan is administered on a Plan Year Basis of January 1 to December 31. Changes in Flexible Benefits Options are permitted annually, effective January 1 of the new Plan Year. The provisions of the Plan, which were restated effective as of December 31, 2023, are described below as restated. The Plan is available to the Chief Executive Officer, Executive Vice President of the Hospital Operations, and Senior Vice Presidents. The Flexible Benefit allowance available to each participant each Plan Year shall equal the sum of the following: -A Company provided base allowance equal to 18% of the participant's base salary -A participant deferral up to 6% of the participant's Pre-Tax base salary for such Plan Year as elected by the participant -A Company match should the participant make an elective deferral for a Plan Year. The Company match begins at 2% for the first 1% elective deferral and increases 0.5% for each additional 1% elective deferral, to a maximum match of 4.5% on a 5% elective deferral. The Plan allows participants to use the Flexible Benefit Allowance to purchase additional long-term disability coverage, long-term care coverage, and flexible Survivor Coverage/Accumulation Benefits (Life Insurance). Participants in the Flexible Survivor Coverage/Accumulation Benefits Plan previously could elect to apply Flexible Benefit Allowance to acquire additional survivor coverage, or toward deposits to the Supplemental Survivor Accumulation Benefit Plan (SSAB) to fund Post-Retirement Survivor Benefits subject to the ERISA limit provided their policies were issued prior to September 18, 2003. The Company shall automatically continue whatever elective coverage and additional deposit elections that were in place for the SSAB during the 2008 Plan Year. No elective coverage or additional deposits were available to participants whose policies were issued on or after September 18, 2003. Any Flexible Benefit Allowance that remains after purchasing these additional coverage shall be paid to the participant in cash in equal installments throughout the Plan Year, not less frequently than quarterly. If the participant separates from service during the Plan Year, the participant forfeits any unpaid allowance. During the year ended December 31, 2023, there were no distributions from the plan.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202522279349303262

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

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