Nonprofit · EIN 46-1567681
ASPIRE HEALTH PLAN
Tax-exempt · MONTEREY, CA 93940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $146,000,957 | $167,495,583 | -$21,494,626 | $33,003,837 | $135,225,647 | -$102,221,810 |
| December 31, 2023 | 990 | $127,086,474 | $136,509,776 | -$9,423,302 | $31,266,095 | $111,993,279 | -$80,727,184 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,667,148
- Program service revenue
- $141,604,706
- Investment income
- $729,103
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $10,039,962
- Salaries, compensation and benefits (total)
- $15,375,801
- Professional fundraising fees
- $0
- Legal fees
- $50,526
- Occupancy
- $731,159
- Depreciation
- $97,284
- Program services (functional)
- $158,406,391
- Management and general (functional)
- $9,089,192
Balance sheet and other
- Total assets, start of year
- $31,266,095
- Total assets, end of year
- $33,003,837
- Total liabilities, end of year
- $135,225,647
- Net assets, end of year
- -$102,221,810
- Land, buildings and equipment
- $708,532
- Net assets without donor restrictions
- -$102,221,810
- Gross receipts
- $146,000,957
- Employees
- 110
- Volunteers
- 14
- Year formed
- 2012
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN PACKER MD | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $1,932,079 | $633,933 |
| MATTHEW MORGAN | VP OF FINANCE/CFO Officer | 8 | $0 | $813,108 | $163,123 |
| MARK CARVALHO MD | DIRECTOR Trustee or director | 1 | $0 | $792,196 | $128,182 |
| TYLER MUNSON | CEO OF ASPIRE/SECRETARY Trustee or director, Officer | 55 | $0 | $649,402 | $97,441 |
| LIZ LORENZI | VP/COO Officer | 55 | $0 | $557,394 | $84,965 |
| MICHAEL MCGLUE MD | DIRECTOR Trustee or director | 1 | $0 | $567,222 | $53,334 |
| MELISSA HALL | COO Highest-paid employee | 55 | $442,162 | $0 | $57,202 |
| GUEZ GHISLAINE | CHIEF MEDICAL OFFICER Highest-paid employee | 55 | $421,943 | $0 | $43,496 |
| CAMMIE FLORES - DIRECTOR | OF CARE MANAGEMENT (THRU 11/24) Highest-paid employee | 40 | $289,304 | $0 | $50,684 |
| TINA LAMAA | ASPIRE PHARMACY DIRECTOR Highest-paid employee | 40 | $286,910 | $0 | $46,714 |
| KELLIE VERDUGO | DIRECTOR OF UTILIZATION MANAGEMENT Highest-paid employee | 40 | $232,304 | $0 | $53,900 |
| JOHN O'BRIEN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RYAN EDWARDS | VICE CHAIR (THRU 12/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID AWERBUCK MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CATHERINE CARSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGINA GAGE | DIRECTOR (THRU 12/24) Trustee or director | 1 | $0 |
| LESLIE HIGGINS | DIRECTOR Trustee or director | 1 | $0 |
| GREGG KANTER MD | DIRECTOR Trustee or director | 1 | $0 |
| TONY PRUTHI MD | DIRECTOR Trustee or director | 1 | $0 |
| ALLEN RADNER MD | DIRECTOR Trustee or director | 1 | $0 |
| GARY RAY | DIRECTOR Trustee or director | 1 | $0 |
| VICTORY REY JR | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN PACKER | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $2,188,518 | $550,160 |
| MARK CARVALHO MD | DIRECTOR Trustee or director | 1 | $0 | $788,868 | $130,716 |
| MATTHEW MORGAN | VP OF FINANCE/CFO Officer | 8 | $0 | $758,608 | $151,303 |
| EVA BALINT CHIEF MEDICAL | OFFICER ASPIRE (THRU 6/23) Highest-paid employee | 40 | $807,596 | $0 | $19,092 |
| LIZ LORENZI | VP/COO Officer | 55 | $0 | $659,739 | $87,766 |
| LAURA ZEHM | FORMER PRESIDENT / CEO Former | 0 | $0 | $614,317 | $0 |
| TYLER MUNSON | CEO OF ASPIRE Trustee or director, Officer | 55 | $0 | $515,480 | $87,156 |
| MICHAEL MCGLUE MD | DIRECTOR Trustee or director | 1 | $0 | $522,383 | $52,734 |
| SCOTT KELLY | VP/COO/SECRETARY (THRU 9/23) Officer | 55 | $0 | $487,918 | $56,655 |
| MELISSA HALL | VP MEDICARE OPERATIONS Highest-paid employee | 40 | $364,920 | $0 | $59,509 |
| MARY BETH GOVIER | DIR UTILIZATION MANAGEMENT Highest-paid employee | 40 | $312,996 | $0 | $41,644 |
| DIANE HATCHER | BUSINESS SOLUTIONS ARCHITECT Highest-paid employee | 40 | $227,951 | $0 | $64,919 |
| CAMMIE FLORES | DIRECTOR OF CARE MANAGEMENT Highest-paid employee | 40 | $228,877 | $0 | $43,918 |
| JOHN O'BRIEN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID AWERBUCK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE HIGGINS | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| RYAN EDWARDS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALLEN RADNER MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TONY PRUTHI MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GARY RAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GREGG KANTER MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VICTORY REY JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CATHERINE CARSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PETE DELGADO | DIRECTOR (THRU 11/23) Trustee or director | 1 | $0 | $0 | $0 |
| EUGENE HILL | DIRECTOR (THRU 12/23) Trustee or director | 1 | $0 | $0 | $0 |
| HARRY WARDWELL | DIRECTOR (THRU 12/23) Trustee or director | 1 | $0 | $0 | $0 |
| JIB MARTENS | DIRECTOR (THRU 12/23) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 23625 HOLMAN HWY, MONTEREY, CA 93940-5902
- In care of
- % MATT MORGAN
- Principal officer (990 for 2024)
- LAURA MCMAHON, PO BOX HH, MONTEREY, CA 93942
- Signed the 990
- LAURA MCMAHON, INTERIM CFO
- Phone
- (831) 574-4938
- Website
- WWW.ASPIREHEALTHPLAN.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-1567681 or by the name ASPIRE HEALTH PLAN.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SOCIAL WELFARE THROUGH THE PROVISION OF HEALTH INSURANCE.
Program accomplishments
- INSURANCE CLAIMS EXPENDITURES FOR 7,440 MEDICARE ADVANTAGE BENEFICIARIES.Expenses $104,317,733 · revenue $103,201,208
- INSURANCE CLAIMS EXPENDITURES FOR COMMERCIAL PLAN BENEFICIARIES.Expenses $33,634,404 · revenue $32,758,001
- ADMINISTRATIVE EXPENDITURES FOR 6,164 MEDICARE ADVANTAGE BENEFICIARIES.Expenses $14,771,735 · revenue $1,868,424
- POPULATION HEALTH COMMUNITY BENEFIT WORK.Expenses $5,682,519 · revenue $3,777,073
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 | Not 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
- 46-1567681
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E31)
- Assets (IRS master file)
- $33,003,837
- Income (IRS master file)
- $146,000,957
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $146,000,957 | $167,495,583 | $33,003,837 | XML |
| 990 | December 2023 | $127,086,474 | $136,509,776 | $31,266,095 | XML |
| 990 | December 2022 | $95,139,010 | $106,596,359 | $23,588,300 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 46-1567681).
Questions about ASPIRE HEALTH PLAN
- What is the EIN of ASPIRE HEALTH PLAN?
- The employer identification number (EIN) of ASPIRE HEALTH PLAN is 46-1567681.
- Is ASPIRE HEALTH PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2016.
- Are donations to ASPIRE HEALTH PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASPIRE 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 ASPIRE HEALTH PLAN due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASPIRE HEALTH PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ASPIRE HEALTH PLAN?
- The 990 for the year ended December 31, 2024 names LAURA MCMAHON.
- Who are the officers and directors of ASPIRE HEALTH PLAN?
- The 990 for the year ended December 31, 2024 lists 22 people; 5 received compensation from the organization.
- How much revenue does ASPIRE HEALTH PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $146,000,957, expenses of $167,495,583 and total assets of $33,003,837 at year end.
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