Nonprofit · EIN 13-3330672
AFFINITY HEALTH PLAN INC
Tax-exempt · BRONX, NY 10465
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,842,452 | $14,525,913 | -$11,683,461 | $48,957,199 | $246,014 | $48,711,185 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $2,463,437
- Net gain from sales of assets
- $402,521
- Other revenue
- $379,015
Expenses
- Grants and similar amounts paid
- $12,676,992
- Compensation of officers, directors and key employees
- $631,110
- Salaries, compensation and benefits (total)
- $813,910
- Professional fundraising fees
- $0
- Legal fees
- $211,111
- Accounting fees
- $1,005
- Occupancy
- $1,440
- Travel
- $680
- Program services (functional)
- $12,676,992
- Management and general (functional)
- $1,848,921
Balance sheet and other
- Total assets, start of year
- $60,898,886
- Total assets, end of year
- $48,957,199
- Total liabilities, end of year
- $246,014
- Net assets, end of year
- $48,711,185
- Publicly traded securities
- $20,801,532
- Net assets without donor restrictions
- $48,711,185
- Gross receipts
- $98,930,549
- Employees
- 2
- Volunteers
- 8
- Year formed
- 1986
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CLARA MERCEDES HANSEN | EXECUTIVE DIRECTOR Officer | 40 | $356,895 | $87,738 |
| RACHEL AMALFITANO | CFO/CONSULTANT Officer | 10 | $144,000 | $0 |
| DEREK NEWMAN | FORMER EMPLOYEE Former | 0 | $120,625 | $0 |
| PALOMA IZQUIERDO-HERNANDEZ | CHAIR Trustee or director, Officer | 1 | $25,000 | $0 |
| LYNN SHERMAN | TREASURER Trustee or director, Officer | 1 | $25,000 | $0 |
| LINDA MULLER | SECRETARY Trustee or director, Officer | 1 | $25,000 | $0 |
| YVETTE WALKER MD | TRUSTEE Trustee or director | 1 | $25,000 | $0 |
| NANETTE FALKENBERG | TRUSTEE Trustee or director | 1 | $25,000 | $0 |
| JUDITH FAIRWEATHER | TRUSTEE, THRU 9/1/2025 Trustee or director | 1 | $25,000 | $0 |
| VERONA GREENLAND | TRUSTEE Trustee or director | 1 | $25,000 | $0 |
| BRIAN MCINDOE | TRUSTEE Trustee or director | 1 | $25,000 | $0 |
Address and contacts
- Address (IRS master file)
- 2885 DILL PL, BRONX, NY 10465-2419
- In care of
- % CRAIG BELLISE
- Principal officer (990 for 2025)
- CLARA HANSEN, 2885 DILL PLACE, BRONX, NY 10465
- Signed the 990
- RACHEL AMALFITANO, CFO
- Phone
- (516) 982-1146
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
Mission
THE MISSION OF AFFINITY LEGACY, INC., F/K/A AFFINITY HEALTH PLAN (AFFINITY), IS TO IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN THE COMMUNITIES WE SERVE.
Program accomplishments
- COMMUNITY GRANT PROGRAM: DURING 2025, AFFINITY RELEASED ADDITIONAL FUNDING TO GRANT RECIPIENTS UNDER A COMMUNITY GRANT PROGRAM IT FIRST ESTABLISHED IN 2022. THE PROGRAM WAS FUNDED BY A PORTION OF THE PROCEEDS FROM THE SALE TO MOLINA HEALTHCARE IN LATE 2021 AND HAS SUPPORTED ELIGIBLE COMMUNITY BASED ORGANIZATIONS THROUGH AN APPLICATION PROCESS. GRANT FUNDING IS MADE AVAILABLE FOR PROJECTS THAT ARE PROVIDED FOR THE BENEFIT OF RESIDENTS WITHIN THE 10-COUNTY SERVICE AREA PREVIOUSLY SERVED BY AFFINITY HEALTH PLAN AND THAT ARE FOCUSED ON ONE OF FOUR FUNDING PRIORITIES: 1) MENTAL HEALTH; 2) FOOD INSECURITY; 3) FORMERLY INCARCERATED INDIVIDUALS; AND 4) WORKFORCE ADVANCEMENT AND CONSUMER EDUCATION.Expenses $12,676,992 · grants $12,676,992
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-3330672
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E310)
- Assets (IRS master file)
- $48,957,199
- Income (IRS master file)
- $98,930,549
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $6,510,173 | $20,746,074 | $90,656,064 | IRS |
| 990 | December 2022 | $1,879,919 | $6,745,121 | $104,244,580 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about AFFINITY HEALTH PLAN INC
- What is the EIN of AFFINITY HEALTH PLAN INC?
- The employer identification number (EIN) of AFFINITY HEALTH PLAN INC is 13-3330672.
- Is AFFINITY HEALTH PLAN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to AFFINITY HEALTH PLAN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AFFINITY HEALTH PLAN INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AFFINITY HEALTH PLAN INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AFFINITY HEALTH PLAN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of AFFINITY HEALTH PLAN INC?
- The 990 for the year ended December 31, 2025 names CLARA HANSEN.
- Who are the officers and directors of AFFINITY HEALTH PLAN INC?
- The 990 for the year ended December 31, 2025 lists 11 people; 11 received compensation from the organization, the highest $356,895 (CLARA MERCEDES HANSEN, EXECUTIVE DIRECTOR).
- How much revenue does AFFINITY HEALTH PLAN INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,842,452, expenses of $14,525,913 and total assets of $48,957,199 at year end.
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