Nonprofit · EIN 33-0519730
SHARP HEALTH PLAN
Tax-exempt · SAN DIEGO, CA 92123
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,199,323,529 | $1,160,901,397 | $38,422,132 | $361,639,726 | $103,755,178 | $257,884,548 |
| September 30, 2024 | 990 | $1,030,937,662 | $995,362,709 | $35,574,953 | $331,009,264 | $85,125,515 | $245,883,749 |
| September 30, 2023 | 990 | $968,135,050 | $945,992,249 | $22,142,801 | $285,264,526 | $95,620,158 | $189,644,368 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,186,371,641
- Investment income
- $12,951,888
- Net gain from sales of assets
- $3,069,331
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $69,675
- Compensation of officers, directors and key employees
- $3,307,495
- Other salaries and wages
- $30,129,764
- Salaries, compensation and benefits (total)
- $40,541,565
- Professional fundraising fees
- $0
- Legal fees
- $201,046
- Accounting fees
- $535,872
- Occupancy
- $1,229,728
- Travel
- $166,488
- Depreciation
- $461,675
- Program services (functional)
- $1,120,323,982
- Management and general (functional)
- $40,577,415
Balance sheet and other
- Total assets, start of year
- $331,009,264
- Total assets, end of year
- $361,639,726
- Total liabilities, end of year
- $103,755,178
- Net assets, end of year
- $257,884,548
- Land, buildings and equipment
- $139,058
- Publicly traded securities
- $219,113,858
- Net assets without donor restrictions
- $257,884,548
- Gross unrelated business income
- $54,007
- Gross receipts
- $1,241,251,289
- Employees
- 279
- Volunteers
- 0
- Year formed
- 1992
- State of legal domicile
- CA
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHRISTOPHER D HOWARD | CHAIRMAN, PRESIDENT & CEO SHC Trustee or director, Officer | 2 | $0 | $2,732,110 | $18,507 |
| BRETT G MCCLAIN | DIRECTOR, CHIEF OPERATING OFFICER SHC Trustee or director | 1 | $0 | $1,780,203 | $18,507 |
| SUSAN GREEN | TREASURER, EVP & CFO SHC Trustee or director, Officer | 2 | $0 | $1,421,255 | $15,484 |
| WILLIAM S EVANS | SECRETARY AS OF 03/19/2025, SVP MARKET CEO Trustee or director, Officer | 2 | $0 | $1,280,931 | $24,422 |
| MELISSA HAYDEN-COOK | VICE CHAIR THRU 01/03/2025, PRESIDENT & CEO-SHP Trustee or director, Officer | 47 | $0 | $1,040,732 | $23,499 |
| ALISON FLEURY | SECRETARY THRU 03/03/2025, SVP BUSINESS DEVELOPMENT Trustee or director, Officer | 2 | $0 | $800,759 | $25,170 |
| JOHN LEMOINE MD | DIRECTOR THRU 06/30/2025, CHIEF MEDICAL INFO OFFICER Trustee or director | 1 | $0 | $723,324 | $33,684 |
| CARY SHAMES | CMO SHP Key employee | 50 | $0 | $721,332 | $22,907 |
| RITA DATKO | CFO SHP THRU 11/15/2024 Officer | 50 | $0 | $482,457 | $34,586 |
| MICHAEL BYRD | VICE CHAIR, PRESIDENT & CEO-SHP AS OF 12/08/2024 Trustee or director, Officer | 55 | $0 | $426,620 | $45,186 |
| LISA ARIAN | SR MEDICAL DIRECTOR Highest-paid employee | 55 | $0 | $421,994 | $36,480 |
| LESLIE PELS-BECK | COO SHP Key employee | 60 | $0 | $393,649 | $49,079 |
| BAHAREH KHAVARIAN | MEDICAL DIRECTOR Highest-paid employee | 40 | $0 | $372,872 | $15,889 |
| ZACHARY CONTRERAS | DIR PHARMACY BENEFITS Highest-paid employee | 40 | $0 | $305,401 | $29,268 |
| GREGORY LIMON | CHIEF ADMINISTRATIVE OFFICER Highest-paid employee | 45 | $0 | $295,331 | $25,466 |
5 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT PETERS | PHYSICIAN REVIEWER Highest-paid employee | 40 | $0 | $281,796 | $24,725 |
| SUMMER LEE | CFO SHP AS OF 10/27/2024 Officer | 50 | $0 | $242,389 | $26,044 |
| ALAN BIER MD | DIRECTOR THRU 12/01/2024 Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL MARTIN MD | DIRECTOR AS OF 12/31/2024 Trustee or director | 2 | $0 | $0 | $0 |
| SERGIO FLORES MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Christopher D Howard | CHAIRMAN, PRESIDENT & CEO SHC Trustee or director, Officer | 2 | $0 | $2,449,448 | $17,675 |
| Brett G McClain | DIRECTOR, CHIEF OPERATING OFFICER SHC Trustee or director | 1 | $0 | $1,655,296 | $17,675 |
| Michael Reagin | DIRECTOR THRU 05/10/2024, SVP CIIO SHC Trustee or director | 2 | $0 | $1,326,329 | $17,675 |
| Melissa Hayden-Cook | VICE CHAIR, PRESIDENT & CEO-SHP Trustee or director, Officer | 47 | $0 | $999,435 | $24,697 |
| Staci L Dickerson | FORMER OFFICER Former | 0 | $0 | $958,272 | $24,847 |
| Alison Fleury | SECRETARY, SVP BUSINESS DEVELOPMENT Trustee or director, Officer | 2 | $0 | $760,157 | $25,041 |
| John Lemoine MD | CHIEF MEDICAL INFO OFFICER Trustee or director | 1 | $0 | $676,940 | $31,605 |
| Cary Shames | CMO SHP Key employee | 50 | $0 | $655,576 | $31,913 |
| Rita Datko | CFO SHP Officer | 50 | $0 | $404,964 | $48,673 |
| Michael Byrd | BUSINESS DEVELOPMENT OFFICER Key employee | 55 | $0 | $396,863 | $42,882 |
| Lisa Arian | SR MEDICAL DIRECTOR Highest-paid employee | 55 | $0 | $404,477 | $34,201 |
| Leslie Pels-Beck | COO SHP Key employee | 60 | $0 | $376,711 | $46,027 |
| Bahareh Khavarian | MEDICAL DIRECTOR Highest-paid employee | 40 | $0 | $332,900 | $24,435 |
| Zachary Contreras | DIR PHARMACY BENEFITS Highest-paid employee | 40 | $0 | $277,264 | $32,663 |
| Gregory Limon | CHIEF ADMINISTRATIVE OFFICER Highest-paid employee | 50 | $0 | $275,870 | $23,469 |
| Robert Peters | PHYSICIAN REVIEWER Highest-paid employee | 40 | $0 | $271,986 | $23,225 |
| Susan Green | TREASURER AS OF 03/27/2024 Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Alan Bier MD | DIRECTOR AS OF 12/04/2023 Trustee or director | 2 | $0 | $0 | $0 |
| Sergio Flores MD | DIRECTOR AS OF 12/04/2023 Trustee or director | 6 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Christopher D Howard | CHAIRMAN Trustee or director, Officer | 2 | $0 | $2,581,520 | $19,123 |
| Brett G McClain | DIRECTOR, EVP CHIEF OPERATING OFFICER SHC Trustee or director | 1 | $0 | $1,513,107 | $22,359 |
| Staci L Dickerson | TREASURER THRU 07/01/2023 Trustee or director, Officer | 2 | $0 | $1,334,159 | $32,943 |
| Michael Reagin | DIRECTOR, SVP CIIO SHC Trustee or director | 2 | $0 | $1,260,276 | $16,823 |
| Melissa Hayden-Cook | VICE CHAIR, PRESIDENT & CEO-SHP Trustee or director, Officer | 47 | $0 | $998,022 | $23,549 |
| Alison Fleury | SECRETARY, INTERIM TREASURER Trustee or director, Officer | 1 | $0 | $841,745 | $24,911 |
| John Lemoine MD | CHIEF MEDICAL INFO OFFICER Trustee or director | 1 | $0 | $663,830 | $28,891 |
| Cary Shames | CMO SHP Key employee | 50 | $0 | $636,177 | $33,689 |
| Rita Datko | CFO SHP Officer | 50 | $0 | $400,851 | $45,318 |
| Lisa Arian | SR MEDICAL DIRECTOR-SHP Highest-paid employee | 55 | $0 | $403,973 | $31,640 |
| Michael Byrd | BUSINESS DEVELOPMENT OFFICER Key employee | 50 | $0 | $379,948 | $40,366 |
| Leslie Pels-Beck | COO SHP Key employee | 65 | $0 | $360,412 | $43,364 |
| Zachary Contreras | DIR PHARMACY BENEFITS Highest-paid employee | 40 | $0 | $274,583 | $22,059 |
| Gregory Limon | DIR REV CYCLE & DATA MGMT Highest-paid employee | 55 | $0 | $272,393 | $21,817 |
| Robert Peters | PHYSICIAN REVIEWER Highest-paid employee | 40 | $0 | $259,217 | $21,737 |
| Bahareh Khavarian | MEDICAL DIRECTOR Highest-paid employee | 40 | $0 | $278,690 | $1,134 |
Address and contacts
- Address (IRS master file)
- 8695 SPECTRUM CENTER BLVD, SAN DIEGO, CA 92123-1489
- In care of
- % PAYROLL DEPARTMENT
- Principal officer (990 for 2024)
- MICHAEL BYRD, 8695 SPECTRUM CENTER BLVD, SAN DIEGO, CA 921231489
- Signed the 990
- MICHAEL BYRD, CEO-SHP
- Phone
- (858) 499-8391
- Website
- WWW.SHARPHEALTHPLAN.COM
- Return prepared by
- ERNST & YOUNG US LLP
Mission
TO PROMOTE THE HEALTH AND TO SERVE THE COMMUNITY INTERESTS OF THE RESIDENTS OF CALIFORNIA, BY OPERATION OF A HEALTH MAINTENANCE ORGANIZATION AND BY PROVISION OF OTHER MANAGED HEALTH CARE SERVICES. TO SUPPORT THE CHARITABLE AND COMMUNITY ORIENTED MISSION AND PROGRAMS OF THE SHARP HEALTHCARE SYSTEM. TO DO GENERALLY ALL THINGS AND TRANSACT ALL BUSINESS WHICH ANY PERSON OR INDIVIDUAL MAY LAWFULLY DO, NOT INCONSISTENT WITH THE PURPOSES OF THE CORPORATION OR WITH THE RIGHTS AND PURPOSES OF A NONPROFIT ORGANIZATION.
Program accomplishments
- SHARP HEALTH PLAN (SHP) OFFERS A WIDE VARIETY OF COMMERCIAL BENEFIT PLANS TO BUSINESSES IN SAN DIEGO AND SOUTHERN RIVERSIDE COUNTIES. SHP IS A SAN DIEGO BASED COMMERCIAL HEALTH PLAN AND AS A NOT-FOR-PROFIT ENTERPRISE, WE ARE HERE FOR ONE SIMPLE REASON: TO SERVE OUR MEMBERS SINCE 1992. SHARP HEALTH PLAN OFFERS A VARIETY OF HEALTH INSURANCE OPTIONS FOR INDIVIDUALS, FAMILIES AND BUSINESSES THAT COMBINE AFFORDABILITY AND CHOICE, WHILE DELIVERING HIGH QUALITY HEALTH CARE AND PERSONAL SERVICE. MEMBERS HAVE ACCESS TO VALUABLE PLAN ENHANCEMENTS, SUCH AS INTERACTIVE WELLNESS RESOURCES, DENTAL DISCOUNTS, SHARP NURSE CONNECTION AND OUR EXCLUSIVE GLOBAL EMERGENCY SERVICES PROGRAM. IN 2013, SHARP HEALTH PLAN WAS SELECTED AS ONE OF 13 HEALTH PLANS TO PARTICIPATE IN COVERED CALIFORNIA'S INDIVIDUAL MARKETPLACE AND ONE OF SIX HEALTH PLANS TO PARTICIPATE IN COVERED CALIFORNIA'S SMALL BUSINESS HEALTH OPTIONS PROGRAM ("SHOP") MARKETPLACE FOR SMALL BUSINESSES. SEE COMMUNITY BENEFITS REPORT SUMMARY ON SCHEDULE O.Expenses $1,120,323,982 · grants $69,675 · revenue $1,186,371,641
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 33-0519730
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $361,639,726
- Income (IRS master file)
- $1,241,251,289
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,199,323,529 | $1,160,901,397 | $361,639,726 | XML |
| 990 | September 2024 | $1,030,937,662 | $995,362,709 | $331,009,264 | XML |
| 990 | September 2023 | $968,135,050 | $945,992,249 | $285,264,526 | XML |
| 990 | September 2022 | $918,722,197 | $900,273,991 | $266,652,371 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 SHARP HEALTH PLAN
- What is the EIN of SHARP HEALTH PLAN?
- The employer identification number (EIN) of SHARP HEALTH PLAN is 33-0519730.
- Is SHARP HEALTH PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1995.
- Are donations to SHARP HEALTH PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SHARP HEALTH PLAN 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 SHARP HEALTH PLAN due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHARP HEALTH PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SHARP HEALTH PLAN?
- The 990 for the year ended September 30, 2025 names MICHAEL BYRD.
- Who are the officers and directors of SHARP HEALTH PLAN?
- The 990 for the year ended September 30, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does SHARP HEALTH PLAN have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,199,323,529, expenses of $1,160,901,397 and total assets of $361,639,726 at year end.
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