Nonprofit · EIN 95-3258674
INTER VALLEY HEALTH PLAN INC
Tax-exempt · POMONA, CA 91769
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $4,867,608 | $2,472,773 | $2,394,835 | $21,456,479 | $10,460,679 | $10,995,800 |
| March 31, 2025 | 990 | $1,742,939 | $673,430 | $1,069,509 | $17,589,268 | $8,988,303 | $8,600,965 |
| March 31, 2024 | 990 | $1,957,842 | $1,618,331 | $339,511 | $21,896,272 | $14,818,223 | $7,078,049 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $3,145,348
- of which government grants
- $3,145,348
- Program service revenue
- $0
- Investment income
- $1,718,085
- Net gain from sales of assets
- $393,306
- Other revenue
- $4,175
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $14,574
- Accounting fees
- $10,815
- Program services (functional)
- $109,873
- Management and general (functional)
- $2,362,900
Balance sheet and other
- Total assets, start of year
- $17,589,268
- Total assets, end of year
- $21,456,479
- Total liabilities, end of year
- $10,460,679
- Net assets, end of year
- $10,995,800
- Gross receipts
- $4,867,608
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1979
- 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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE BOWNE | CFO, VP FIN, TREAS Officer | 13 | $113,822 |
| MICHAEL NELSON | PRESIDENT/CEO Officer | 5 | $59,000 |
| SUSAN TENORIO | SECRETARY Officer | 2 | $16,500 |
| CURTIS W MORRIS | DIRECTOR- 2ND VICE CHAIR Trustee or director | 1 | $0 |
| DUANE STYLES MD | DIRECTOR Trustee or director | 1 | $0 |
| ELMER PINEDA MD | DIRECTOR Trustee or director | 1 | $0 |
| FRANK GARCIA | DIRECTOR Trustee or director | 1 | $0 |
| JAN BROWN | CHAIR Trustee or director | 1 | $0 |
| KEVIN MCCARTHY | DIRECTOR Trustee or director | 1 | $0 |
| MELISSA VOLLARO | DIRECTOR Trustee or director | 1 | $0 |
| PAUL ORR MD | DIRECTOR Trustee or director | 1 | $0 |
| RAKESH SINHA MD | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD FASS | DIRECTOR - 1ST VICE CHAIR Trustee or director | 1 | $0 |
| RICHARD YOCHUM | DIRECTOR Trustee or director | 1 | $0 |
| SONJA STUMP | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended March 31, 2025: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE BOWNE | CFO, VP FIN, TREAS Officer | 10 | $88,769 |
| Michael Nelson | President/CEO Officer | 5 | $67,125 |
| SUSAN TENORIO | COO Officer | 2 | $30,250 |
| CURTIS W MORRIS | DIRECTOR- 2ND VICE CHAIR Trustee or director | 1 | $0 |
| DUANE STYLES MD | DIRECTOR Trustee or director | 1 | $0 |
| ELMER PINEDA MD | DIRECTOR Trustee or director | 1 | $0 |
| FRANK GARCIA | DIRECTOR Trustee or director | 1 | $0 |
| JAN BROWN | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN MCCARTHY | DIRECTOR Trustee or director | 1 | $0 |
| MELISSA VOLLARO | DIRECTOR Trustee or director | 1 | $0 |
| PAUL ORR MD | DIRECTOR Trustee or director | 1 | $0 |
| RAKESH SINHA MD | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD FASS | DIRECTOR - 1ST VICE CHAIR Trustee or director | 1 | $0 |
| RICHARD YOCHUM | DIRECTOR Trustee or director | 1 | $0 |
| SONJA STUMP | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICIA JACOBSON | VP HR, SECRETARY Officer | 40 | $285,130 | $42,530 |
| BRUCE BOWNE | CFO, VP FIN, TREAS Officer | 40 | $240,440 | $47,023 |
| SUSAN TENORIO | COO Officer | 40 | $234,622 | $45,320 |
| BILL CHEN | CIO Key employee | 40 | $122,386 | $39,097 |
| TRINA ALEXANDER | CLAIMS MANAGER Highest-paid employee | 40 | $112,429 | $21,079 |
| KATHI CARRICK-SICKLER | INTERIM MANAGER - CORPORATE SERVICES Highest-paid employee | 40 | $110,072 | $16,297 |
| CURTIS W MORRIS | DIRECTOR- 2ND VICE CHAIR Trustee or director | 1 | $0 | $0 |
| DUANE STYLES MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELMER PINEDA MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK GARCIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAN BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN MCCARTHY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELISSA VOLLARO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL ORR MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAKESH SINHA MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHARD FASS | DIRECTOR - 1ST VICE CHAIR Trustee or director | 1 | $0 | $0 |
| RICHARD YOCHUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SONJA STUMP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| Sunil Shivaram MD | Director Trustee or director | 1 | $0 | $0 |
| Michael Nelson | President/CEO Officer | 20 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6002, POMONA, CA 91769-6002
- In care of
- % GEORGETTA MCCLOUD
- Principal officer (990 for 2025)
- MIKE NELSON, 300 S PARK AVE PO BOX 6002 300, POMONA, CA 917696002
- Signed the 990
- BRUCE BOWNE, CFO, VP OF FINANCE
- Phone
- (909) 784-3400
- Website
- WWW.IVHP.COM
- Return prepared by
- ERNST & YOUNG US LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3258674 or by the name INTER VALLEY HEALTH PLAN INC.
- 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
INTER VALLEY HEALTH PLAN, INC. IS A FEDERALLY QUALIFIED HEALTH MAINTENANCE ORGANIZATION. IT PROVIDES A FULL RANGE OF MEDICAL SERVICES TO ELIGIBLE MEDICARE PARTICIPANTS. AT MARCH 31, 2026 THERE WERE 0 PARTICIPATING MEMBERS.
Program accomplishments
- INTER VALLEY HEALTH PLAN, INC. IS A FEDERALLY QUALIFIED HEALTH MAINTENANCE ORGANIZATION. IT PROVIDES A FULL RANGE OF MEDICAL SERVICES TO ELIGIBLE MEDICARE PARTICIPANTS. AT MARCH 31, 2023 THERE WERE 0 PARTICIPATING MEMBERS. IVHP HAS ELECTED NOT TO CONTRACT WITH CMS EFFECTIVE JANUARY 1, 2023 THEREFORE NOT OFFERING ANY MEDICAL COVERAGE TO MEMBERS. IVHP IS CURRENTLY IN PROCESS OF WINDING DOWN OPERATIONS.Expenses $109,873 · revenue $4,175
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3258674
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $21,456,479
- Income (IRS master file)
- $4,867,608
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $4,867,608 | $2,472,773 | $21,456,479 | XML |
| 990 | March 2025 | $1,742,939 | $673,430 | $17,589,268 | XML |
| 990 | March 2024 | $1,957,842 | $1,618,331 | $21,896,272 | XML |
| 990 | March 2023 | $180,339,944 | $181,602,180 | $24,687,203 | IRS |
| 990 | March 2022 | $260,570,555 | $270,181,123 | $30,003,416 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 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 95-3258674).
Questions about INTER VALLEY HEALTH PLAN INC
- What is the EIN of INTER VALLEY HEALTH PLAN INC?
- The employer identification number (EIN) of INTER VALLEY HEALTH PLAN INC is 95-3258674.
- Is INTER VALLEY HEALTH PLAN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1979.
- Are donations to INTER VALLEY HEALTH PLAN INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INTER VALLEY 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 INTER VALLEY HEALTH PLAN INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INTER VALLEY HEALTH PLAN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of INTER VALLEY HEALTH PLAN INC?
- The 990 for the year ended March 31, 2026 names MIKE NELSON.
- Who are the officers and directors of INTER VALLEY HEALTH PLAN INC?
- The 990 for the year ended March 31, 2026 lists 15 people; 3 received compensation from the organization, the highest $113,822 (BRUCE BOWNE, CFO, VP FIN, TREAS).
- How much revenue does INTER VALLEY HEALTH PLAN INC have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $4,867,608, expenses of $2,472,773 and total assets of $21,456,479 at year end.
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