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Nonprofit · EIN 99-0309519

ALOHACARE

Tax-exempt · HONOLULU, HI 96814

Financials

$468.3M$472.6M2023$468.9M$495.6M2024
Revenue Expenses · by fiscal year end
Financials of ALOHACARE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$468,901,642$495,649,137-$26,747,495$139,685,064$98,522,826$41,162,238
December 31, 2023990$468,337,594$472,614,914-$4,277,320$180,384,185$106,436,910$73,947,275
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$462,388,221
Investment income
$6,430,868
Net gain from sales of assets
$1,974,164
Other revenue
$82,553

Expenses

Grants and similar amounts paid
$2,019,701
Compensation of officers, directors and key employees
$4,514,619
Other salaries and wages
$21,937,057
Salaries, compensation and benefits (total)
$32,234,359
Professional fundraising fees
$0
Legal fees
$350,647
Occupancy
$744,432
Travel
$426,976
Depreciation
$2,303,056
Program services (functional)
$450,002,636
Management and general (functional)
$45,646,501

Balance sheet and other

Total assets, start of year
$180,384,185
Total assets, end of year
$139,685,064
Total liabilities, end of year
$98,522,826
Net assets, end of year
$41,162,238
Land, buildings and equipment
$3,810,533
Publicly traded securities
$64,856,452
Net assets without donor restrictions
$41,162,238
Gross receipts
$485,318,979
Employees
355
Volunteers
0
Year formed
1994
State of legal domicile
HI

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.

NameTitleHours / weekCompensationOther / benefits
CULLEY-TROTMAN FRANCOISE ECHIEF EXECUTIVE OFFICER
Officer
40$546,803$40,262
OKAMOTO GARYCHIEF MEDICAL OFFICER
Officer
40$473,660$27,857
MORGAN TODDCHIEF INFORMATION OFFICER
Officer
40$375,819$43,100
HAIGHT MICHAELSENIOR MEDICAL DIRECTOR
Highest-paid employee
40$383,984$32,233
LUPER JOELCHIEF FINANCIAL OFFICER
Officer
40$340,991$42,252
MELLOR JUNESENIOR V.P. COMPLIANCE/QUALITY
Key employee
40$333,094$30,659
BRENNAN PATRICKCHIEF OPERATIONS OFFICER
Officer
40$340,760$9,581
BANNISTER HANHSENIOR DIRECTOR OF PHARMACY
Key employee
40$288,214$27,954
ARCENA PAULAV.P. OF EXTERNAL AFFAIRS
Key employee
40$296,127$19,274
BRODERICK SAMRAV.P. HEALTH SERVICES
Key employee
40$298,721$11,349
BORRELL VICKIPOPULATION HEALTH OFFICER
Key employee
40$244,455$16,578
MAU RYANSR. DIRECTOR OF BUSINESS SUPPORT SERVICES
Key employee
40$222,375$34,605
JANICEK JEROMESR. DIRECTOR OF PLAN OPERATIONS
Key employee
40$243,911$8,183
LUM KRISDIRECTOR FINANCIAL PLANNING & ANALYSIS
Highest-paid employee
40$198,379$33,617
SONODA VALERIESR. DIRECTOR PROVIDER OPS
Highest-paid employee
40$189,026$32,785
18 more people on this return
NameTitleHours / weekCompensationOther / benefits
CHOCK EVELYNSENIOR PHARMACY MANAGER
Highest-paid employee
40$191,310$7,624
OTA BRANDIEDIRECTOR OF HUMAN RESOURCES
Key employee
40$182,247$15,788
FERNANDES RITABELLEMEDICAL DIRECTOR POPULATION HEALTH
Highest-paid employee
40$151,197$4,308
ALEXIS CHARPENTIERBOARD MEMBER
Trustee or director
1$0$0
EMMANUEL KINTUBOARD MEMBER
Trustee or director
1$0$0
NICHOLAS HUGHEYBOARD MEMBER
Trustee or director
1$0$0
JOHN WHITEBOARD MEMBER
Trustee or director
1$0$0
MILTON CORTEZBOARD MEMBER
Trustee or director
1$0$0
JACEY LABORTEBOARD MEMBER
Trustee or director
1$0$0
BETTY JANE BJ OTTBOARD MEMBER
Trustee or director
1$0$0
GIDGET RUSCETTABOARD MEMBER
Trustee or director
1$0$0
DEAN SHIGEMURABOARD MEMBER
Trustee or director
1$0$0
DEBORAH ZYSMANBOARD MEMBER
Trustee or director
1$0$0
DAVID DERAUF MDIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
1$0$0
MARY ONEHAPRESIDENT
Trustee or director, Officer
1$0$0
RICHARD TAAFFETREASURER
Trustee or director, Officer
1$0$0
CHERYL VASCONCELLOSVICE PRESIDENT
Trustee or director, Officer
1$0$0
JOHN VAZ MDVICE PRESIDENT
Trustee or director, Officer
1$0$0
990 for the year ended December 31, 2023: 34 people
NameTitleHours / weekCompensationOther / benefits
FRANCOISE CULLEY-TROTMANCHIEF EXECUTIVE OFFICER
Officer
40$538,355$39,538
DR GARY OKAMOTOCHIEF MEDICAL DIRECTOR
Officer
40$466,678$32,460
MICHAEL HAIGHTSENIOR MEDICAL DIRECTOR
Key employee
40$397,021$39,011
TODD MORGANCHIEF INFORMATION OFFICER
Officer
40$368,344$41,777
PATRICK BRENNANVP PLAN OPERATIONS
Key employee
40$292,495$31,941
SAMRA A BRODERICKVICE PRESIDENT HEALTH SERVICES
Key employee
40$285,786$18,105
JUNE MELLORSENIOR VICE PRESIDENT COMPLIANCE/QUALITY
Key employee
40$268,858$34,213
HANH BANNISTERSENIOR DIRECTOR OF PHARMACY
Key employee
40$264,763$26,527
JOEL LUPERCHIEF FINANCIAL OFFICER
Officer
40$250,576$37,097
ANDREAS CRAVALHOVICE PRESIDENT PRODUCT, SALES & MARKETING
Key employee
40$252,199$25,925
PAULA ARCENAVP EXTERNAL AFFAIRS
Key employee
40$252,363$17,030
VICKI BORRELLPOPULATION HEALTH OFFICER
Key employee
40$235,105$15,839
JEROME JANICEKSENIOR DIRECTOR OF PLAN OPERATIONS
Highest-paid employee
40$226,549$9,041
RYAN MAUSENIOR DIRECTOR OF BUSINESS SUPPORT SERVICES
Highest-paid employee
40$190,906$34,975
NILA PATELDIRECTOR OF APPLICATION DEVELOPMENT
Highest-paid employee
40$175,411$24,821
VALERIE SONODASENIOR DIRECTOR OF PROVIDER OPERATIONS
Key employee
40$165,263$33,992
KRIS LUMDIRECTOR OF PLANNING & ANALYSIS
Highest-paid employee
40$164,691$29,854
EVELYN CHOCKSENIOR PHARMACY MANAGER
Highest-paid employee
40$174,398$6,947
BETTY JANE OTTBOARD MEMBER
Trustee or director
1$0$0
CATHY MARQUETTEBOARD MEMBER
Trustee or director
1$0$0
CINDY FIGUERRESBOARD MEMBER
Trustee or director
1$0$0
DEAN SHIGEMURABOARD MEMBER
Trustee or director
1$0$0
DEBORAH ZYSMANBOARD MEMBER
Trustee or director
1$0$0
EMMANUEL KINTUBOARD MEMBER
Trustee or director
1$0$0
GIDGET RUSCETTABOARD MEMBER
Trustee or director
1$0$0
NICHOLAS HUGHEYBOARD MEMBER
Trustee or director
1$0$0
PHYLLIS DENDLEBOARD MEMBER
Trustee or director
1$0$0
SHANNA WILLINGBOARD MEMBER
Trustee or director
1$0$0
DAVID DERAUFIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
1$0$0
MARY ONEHAPRESIDENT
Trustee or director, Officer
1$0$0
GERALD AKAKASECRETARY
Trustee or director, Officer
1$0$0
RICHARD TAAFFETREASURER
Trustee or director, Officer
1$0$0
CHERYL VASCONCELLOSVICE PRESIDENT
Trustee or director, Officer
1$0$0
JOHN VAZVICE PRESIDENT
Trustee or director, Officer
1$0$0

Address and contacts

Address (IRS master file)
1357 KAPIOLANI BLVD STE G101, HONOLULU, HI 96814-4550
Principal officer (990 for 2024)
JOEL LUPER, 1357 KAPIOLANI BLVD G-101, HONOLULU, HI 96814
Signed the 990
JOEL LUPER, CFO
Phone
(808) 973-1650
Return prepared by
ACCUITY ADVISORS LLC

Mission

ALOHACARE IS A HAWAII CORPORATION THAT CONTRACTS WITH THE STATE OF HAWAII, DEPARTMENT OF HUMAN SERVICES MED-QUEST DIVISION TO PROVIDE MANAGED HEALTH CARE IN ACCORDANCE WITH THE STATE OF HAWAII HEALTH QUEST DEMONSTRATION, AND WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) TO PROVIDE MANAGED HEALTH CARE THROUGH A MEDICARE ADVANTAGE HEALTH/PRESCRIPTION DRUG PLAN AND A MEDICARE ADVANTAGE HEALTH/PRESCRIPTION DRUG SPECIAL NEEDS PLAN. ALOHACARE ALSO PARTICIPATES IN AND HELPS TO FUND HEALTH RELATED ACTIVITIES TO IMPROVE THE QUALITY OF HEALTH OF THE PEOPLE OF HAWAII. ALOHACARE OPERATES FOR CHARITABLE, EDUCATIONAL AND RECREATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE OF 1986 AS AMENDED.

990 for the year ended December 31, 2024

Program accomplishments

  • HEALTH CARE PROGRAMS, GENERAL/OTHER: PROVIDE MANAGED HEALTH CARE SERVICES TO APPROXIMATELY 69,778 QUALIFIED MEDICAID MEMBERS, AND 2,141 MEDICARE MEMBERS WHO ARE RESIDENTS OF HAWAII.
    Expenses $450,002,636 · grants $2,019,701 · revenue $462,388,221

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
99-0309519
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$139,685,064
Income (IRS master file)
$485,318,979

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$468,901,642$495,649,137$139,685,064IRS
990December 2023$468,337,594$472,614,914$180,384,185XML
990December 2022$514,831,208$506,405,372$214,764,820IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 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 99-0309519).

Questions about ALOHACARE

What is the EIN of ALOHACARE?
The employer identification number (EIN) of ALOHACARE is 99-0309519.
Is ALOHACARE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1995.
Are donations to ALOHACARE tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ALOHACARE 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 ALOHACARE 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 ALOHACARE 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 ALOHACARE?
The 990 for the year ended December 31, 2024 names JOEL LUPER.
Who are the officers and directors of ALOHACARE?
The 990 for the year ended December 31, 2024 lists 33 people; 18 received compensation from the organization, the highest $546,803 (CULLEY-TROTMAN FRANCOISE E, CHIEF EXECUTIVE OFFICER).
How much revenue does ALOHACARE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $468,901,642, expenses of $495,649,137 and total assets of $139,685,064 at year end.

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