Nonprofit · EIN 83-2537408
ZION HEALTH
Tax-exempt · ST GEORGE, UT 84770
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 (amended) | $93,717,646 | $90,414,911 | $3,302,735 | $23,090,833 | $3,676,382 | $19,414,451 |
| December 31, 2023 | 990 | $75,674,970 | $71,576,043 | $4,098,927 | $18,320,259 | $3,735,223 | $14,585,036 |
| December 31, 2022 | 990 (amended) | $54,055,798 | $55,451,758 | -$1,395,960 | $13,768,523 | $3,721,861 | $10,046,662 |
| December 31, 2021 | 990 (amended) | $30,278,817 | $21,935,401 | $8,343,416 | $13,690,027 | $39,369 | $13,650,658 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,283
- Program service revenue
- $92,142,322
- Investment income
- $751,720
- Net gain from sales of assets
- $8,515
- Other revenue
- $819,321
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $401,279
- Other salaries and wages
- $4,329,372
- Salaries, compensation and benefits (total)
- $5,527,685
- Professional fundraising fees
- $0
- Legal fees
- $125,837
- Accounting fees
- $46,618
- Occupancy
- $214,214
- Travel
- $51,348
- Depreciation
- $10,346
- Program services (functional)
- $87,149,009
- Management and general (functional)
- $3,265,902
Balance sheet and other
- Total assets, start of year
- $18,320,259
- Total assets, end of year
- $23,090,833
- Total liabilities, end of year
- $3,676,382
- Net assets, end of year
- $19,414,451
- Land, buildings and equipment
- $161,167
- Net assets without donor restrictions
- $19,414,451
- Gross receipts
- $95,098,269
- Employees
- 113
- Volunteers
- 0
- Year formed
- 2018
- State of legal domicile
- UT
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 | Other / benefits |
|---|---|---|---|---|
| BROCK BUCKWAY | INTERIM PRESIDENT Officer | 40 | $192,150 | $18,051 |
| SETH SAUNDERS | FORMER PRESIDENT Officer | 40 | $158,391 | $32,687 |
| EMILY SORENSEN | COMPLIANCE DIRECTOR Highest-paid employee | 40 | $148,502 | $32,353 |
| DAKOTA SAM | PROJECT MANAGER Highest-paid employee | 40 | $107,460 | $10,515 |
| BEN ONTIVEROS | ASSOCIATE DIRECTOR, DEVELOPMENT Highest-paid employee | 40 | $101,785 | $3,553 |
| JEFF LEE | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| NATHAN UDY | CHAIRMAN OF THE BOARD Trustee or director, Officer | 3 | $0 | $0 |
| BECKY BAIN | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| STEVE NEU | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFF LEE | MEDICAL DIRECTOR/TREASURER Trustee or director, Officer | 10 | $145,013 | $7,598 |
| KAYO JERMAN | CHIEF OF STAFF Trustee or director | 40 | $146,790 | $4,403 |
| EMILY SORENSEN | COMPLIANCE DIRECTOR Trustee or director | 40 | $132,423 | $7,061 |
| SAVANNAH ADAMS | MARKETING AND RELATIONSHIPS DIRECTOR Trustee or director | 40 | $123,667 | $4,251 |
| SETH SAUNDERS | PRESIDENT Trustee or director, Officer | 40 | $110,225 | $3,407 |
| NATHAN UDY | PRESIDENT/CHAIRMAN OF THE BOARD Trustee or director, Officer | 10 | $107,400 | $4,195 |
| BEN ONTIVEROS | ASSOCIATE DIRECTOR, DEVELOPMENT Highest-paid employee | 40 | $105,427 | $3,076 |
| RHONDA LEA | OPERATIONS DIRECTOR Trustee or director | 40 | $52,925 | $2,561 |
| ANTHONY MCKEIGHAN | BOARD MEMBER Trustee or director | 1 | $2,192 | $0 |
| BECKY BAIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEVE NEU | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2022: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFF LEE | MEDICAL DIRE Trustee or director | 40 | $236,295 | $12,540 |
| NATHAN UDY | PRESIDENT Trustee or director, Officer | 40 | $179,333 | $11,340 |
| TIMOTHY HIRSCH | EMPLOYEE Highest-paid employee | 40 | $122,273 | $11,340 |
| RHONDA LEA | OPERATIONS D Trustee or director | 40 | $96,303 | $4,800 |
| KAYO SKANDUNAS | CHIEF OF STA Trustee or director | 40 | $31,666 | $0 |
| EMILY SORENSEN | COMPLIANCE O Trustee or director | 40 | $9,232 | $0 |
| ANTHONY MCKEIGHAN | BOARD MEMBER Trustee or director | 10 | $6,799 | $0 |
990 for the year ended December 31, 2021: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFF LEE | MEDICAL DIRE Trustee or director | 40 | $231,612 | $14,882 |
| NATHAN UDY | PRESIDENT Trustee or director, Officer | 40 | $153,175 | $10,224 |
| TIMOTHY HIRSCH | EMPLOYEE Highest-paid employee | 40 | $123,458 | $0 |
| HOLLY PATINO | RISK MANAGEM Trustee or director | 20 | $15,988 | $0 |
| ERIC CARSON | LEGAL DIRECT Trustee or director | 10 | $12,898 | $0 |
| TONY MCKEIGHAN | BOARD MEMBER Trustee or director | 10 | $7,553 | $0 |
Address and contacts
- Address (IRS master file)
- 1506 S SILICON WAY STE 2B, ST GEORGE, UT 84770-7153
- Principal officer (990 for 2024)
- ASHTON CASPER, SAME AS C ABOVE, ST GEORGE, UT 84770
- Signed the 990
- ASHTON CASPER, PRESIDENT
- Phone
- (888) 920-9466
- Website
- ZIONHEALTH.ORG
- Return prepared by
- HINTONBURDICK PLLC
Mission
ZION HEALTHSHARE IS A NONPROFIT MEDICAL HEALTHSHARE PROGRAM THAT PROVIDES AN ORGANIZED STRUCTURE FOR MEMBERS TO CONTRIBUTE TOWARD EACH OTHER'S MEDICAL COSTS.
Program accomplishments
- PROVIDE THE FRAMEWORK AND ADMINISTRATIVE SUPPORT FOR A HEALTH CARE COST SHARING MEMBERSHIP PROGRAM.Expenses $87,149,009 · revenue $92,961,643
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
- 83-2537408
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E80)
- Assets (IRS master file)
- $23,090,833
- Income (IRS master file)
- $95,098,269
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $93,717,646 | $90,414,911 | $23,090,833 | XML |
| 990 | December 2023 | $75,674,970 | $71,576,043 | $18,320,259 | XML |
| 990 | December 2022 | $54,055,798 | $55,451,758 | $13,768,523 | XML |
| 990 | December 2021 | $30,278,817 | $21,935,401 | $13,690,027 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 83-2537408).
Questions about ZION HEALTH
- What is the EIN of ZION HEALTH?
- The employer identification number (EIN) of ZION HEALTH is 83-2537408.
- Is ZION HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to ZION HEALTH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ZION HEALTH 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 ZION HEALTH 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 ZION HEALTH 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 ZION HEALTH?
- The 990 for the year ended December 31, 2024 names ASHTON CASPER.
- Who are the officers and directors of ZION HEALTH?
- The 990 for the year ended December 31, 2024 lists 9 people; 5 received compensation from the organization, the highest $192,150 (BROCK BUCKWAY, INTERIM PRESIDENT).
- How much revenue does ZION HEALTH have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $93,717,646, expenses of $90,414,911 and total assets of $23,090,833 at year end.
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