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Aspire Health Plan

  • Monterey, CA
  • Tax-exempt since March 2016
  • EIN: 46-1567681

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Category: Health — General and Rehabilitative / Group Health Practice (Health Maintenance Organizations) (NTEE)

Donations to this organization are not tax deductible.

Details

According to its Dec. 2022 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$95.1M (2022)

Expenses
$107M (2022)

Total Assets
$23.6M (2022)

Total Liabilities
$94.9M (2022)

Source: Form 990 tax filings from 2015 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$95,139,010
Expenses
$106,596,359
Net Income
-$11,457,349
Net Assets
-$71,303,882
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,609,807
1.7%
Program Services $93,529,128
98.3%
Investment Income $75
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $7,996,106
7.5%
Assets/Debt
Total Assets $23,588,300
Total Liabilities $94,892,182
Net Assets -$71,303,882
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cynthia O'brien (Chief Sales Manager) $319,411 $0 $34,496
Melissa Hall (Vp Medicare Operations) $313,859 $0 $50,477
Mary Beth Govier (Dir Utilization Management) $222,112 $0 $32,170
Elisabeth Fagan (Dir Health Plan Operations) $209,738 $0 $55,824
Anthony Serrano (Dir Compliance) $200,831 $0 $21,346
Steven Packer (Vice Chair / Ceo, Montage) $0 $1,274,632 $1,321,268
Laura Zehm (President / Ceo (Thru 7/22)) $0 $922,761 $148,744
Michael Mcglue Md (Director) $0 $439,751 $12,200
Tyler Munson (Ceo Of Aspire) $0 $200,621 $1,856
John O'brien (Chair) $0 $0 $0
David Awerbuck (Director) $0 $0 $0
Pete Delgado (Director) $0 $0 $0
Eugene Hill (Director) $0 $0 $0
Tony Pruthi Md (Director) $0 $0 $0
Allen Radner Md (Director) $0 $0 $0
Harry Wardwell (Director) $0 $0 $0
Gregg Kanter Md (Director) $0 $0 $0
Jib Martens (Director) $0 $0 $0
Bill Warner (Director) $0 $0 $0
Matt Morgan (Vp Of Finance / Cfo) $0 $670,563 $129,446
Liz Lorenzi (Vp / Coo) $0 $646,627 $23,047
Scott Kelly (Vp / Coo / Secretary) $0 $560,526 $95,715
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Document Links

990
Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$76,415,009
Expenses
$87,587,195
Net Income
-$11,172,186
Net Assets
-$59,846,533
Notable Sources of Revenue Percent of Total Revenue
Contributions $608,897
0.8%
Program Services $75,805,993
99.2%
Investment Income $119
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,941,324
5.6%
Assets/Debt
Total Assets $18,926,964
Total Liabilities $78,773,497
Net Assets -$59,846,533
Compensation
Key Employees and Officers Compensation Related Other
Melissa Hall (Vp Medicare Operations) $307,718 $0 $34,737
Cynthia O'brien (Chief Sales Manager) $299,179 $0 $20,091
Ann Kern (Vp Clinical Svs Operations) $240,587 $0 $8,089
Tiffany Allen (Dir Analytic Services) $198,100 $0 $43,266
Anthony Serrano (Director Of Compliance) $196,621 $0 $8,089
David Awerbuck (Director) $0 $0 $0
Pete Delgado (Director) $0 $0 $0
Eugene Hill (Director) $0 $0 $0
Scott Kelly (Vp / Coo / Secretary) $0 $540,338 $30,567
Michael Mcglue Md (Director) $0 $0 $0
John O'brien (Chair) $0 $0 $0
Steven Packer (Vice Chair / Ceo, Montage) $0 $2,144,895 $273,141
Tony Pruthi Md (Director) $0 $0 $0
Allen Radner (Director) $0 $0 $0
Harry Wardwell (Director) $0 $0 $0
Laura Zehm (President / Ceo) $0 $747,728 $273,822
Regina Gage (Director) $0 $0 $0
Gregg Kanter Md (Director) $0 $0 $0
Jib Martens (Director) $0 $0 $0
Bill Warner (Director) $0 $0 $0
Matt Morgan (Vice President / Cfo) $0 $647,582 $143,377
Liz Lorenzi (Vp / Coo) $0 $612,676 $15,279
+ View more people

Document Links

990
Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$68,333,650
Expenses
$74,478,074
Net Income
-$6,144,424
Net Assets
-$50,352,172
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,333,500
100.0%
Investment Income $150
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,116,411
5.5%
Assets/Debt
Total Assets $11,937,116
Total Liabilities $62,289,288
Net Assets -$50,352,172
Compensation
Key Employees and Officers Compensation Related Other
Melissa Hall (Vp Medicare Operations) $303,987 $0 $26,560
Cynthia O'brien (Chief Sales Manager) $278,106 $0 $28,443
Elisabeth Fagan (Director Health Plan Ops.) $206,049 $0 $17,769
Alison Dunton (Director Practice Enhancem) $164,000 $0 $26,054
Anthony Serrano (Director Of Compliance) $157,206 $0 $16,303
David Awerbuck (Director) $0 $0 $0
Pete Delgado (Director) $0 $0 $0
Eugene Hill (Director) $0 $0 $0
Scott Kelly (Vp / Coo / Secretary) $0 $495,294 $72,743
Michael Mcglue Md (Director) $0 $0 $0
John O'brien (Chair) $0 $0 $0
Peter Oppenheim Md (Director) $0 $0 $0
Steven Packer (Vice Chair / Ceo, Montage) $0 $1,273,470 $102,945
Tony Pruthi Md (Director) $0 $0 $0
Allen Radner (Director) $0 $0 $0
Harry Wardwell (Director) $0 $0 $0
Laura Zehm (President / Ceo) $0 $719,570 $256,951
Matt Morgan (Vice President / Cfo) $0 $624,558 $107,515
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Document Links

990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,351,883
Expenses
$58,470,619
Net Income
-$11,118,736
Net Assets
-$44,207,748
Notable Sources of Revenue Percent of Total Revenue
Contributions $160,000
0.3%
Program Services $47,191,733
99.7%
Investment Income $150
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,927,870
6.7%
Assets/Debt
Total Assets $12,873,908
Total Liabilities $57,081,656
Net Assets -$44,207,748
Compensation
Key Employees and Officers Compensation Related Other
Cynthia O'brien (Chief Sales Manager) $228,464 $0 $16,055
Melissa Hall (Director Compliance) $215,596 $0 $27,145
Diane Hatcher (Program Manager) $176,490 $0 $18,299
Alison Dunton (Director Practice Enhancem) $132,011 $0 $25,648
Elisabeth Fagan (Director Health Plan Ops.) $128,764 $0 $16,136
John O'brien (Chair) $0 $0 $0
Steven Packer (Vice Chair / Ceo, Montage) $0 $2,054,979 $292,816
Scott Kelly (Vp / Coo / Secretary) $0 $497,776 $88,167
David Awerbuck (Director) $0 $0 $0
Rebecca Abundis (Director) $0 $0 $0
Sameer Bakhda (Director) $0 $0 $0
Pete Delgado (Director) $0 $0 $0
Rafael Garcia (Director) $0 $0 $0
Eugene Hill (Director) $0 $0 $0
Joanna Oppenheim (Director) $0 $0 $0
Allen Radner (Director) $0 $0 $0
Harry Wardwell (Director) $0 $0 $0
Laura Zehm (President / Ceo) $0 $726,266 $179,317
Matt Morgan (Vice President / Cfo) $0 $540,058 $94,025
+ View more people

Document Links

990
Filed on Nov. 14, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,507,776
Expenses
$45,548,406
Net Income
-$10,040,630
Net Assets
-$33,089,012
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,000
0.2%
Program Services $35,442,559
99.8%
Investment Income $217
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,379,706
7.4%
Assets/Debt
Total Assets $5,910,816
Total Liabilities $38,999,828
Net Assets -$33,089,012
Compensation
Key Employees and Officers Compensation Related Other
Melissa Hall (Director Compliance) $189,441 $0 $25,316
Diane Hatcher (Program Manager) $160,614 $0 $16,467
Cynthia O'brien (Chief Sales Manager) $136,730 $0 $13,615
Alison Dunton (Director Practice Enhancement) $132,116 $0 $23,819
John O'brien (Chair) $0 $0 $0
Steven Packer (Vice Chair / Ceo, Montage Health) $0 $1,177,557 $385,978
Scott Kelly (Vp / Coo / Secretary) $0 $458,438 $72,321
David Awerbuck (Director) $0 $0 $0
Rebecca Abundis (Director) $0 $0 $0
Sameer Bakhda (Director) $0 $0 $0
Pete Delgado (Director) $0 $0 $0
Rafael Garcia (Director) $0 $0 $0
Eugene Hill (Director) $0 $0 $0
Joanna Oppenheim (Director) $0 $0 $0
Allen Radner (Director) $0 $0 $0
Harry Wardwell (Director) $0 $0 $0
Laura Zehm (President / Ceo) $0 $701,535 $142,193
Matt Morgan (Vice President / Cfo) $0 $403,448 $68,527
Alan Sokolow Md (Vice President / Cmo) $0 $362,427 $15,546
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Document Links

990
Filed on Nov. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,483,657
Expenses
$31,935,378
Net Income
-$7,451,721
Net Assets
-$23,048,382
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,483,356
100.0%
Investment Income $301
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,740,155
8.6%
Assets/Debt
Total Assets $3,997,566
Total Liabilities $27,045,948
Net Assets -$23,048,382
Compensation
Key Employees and Officers Compensation Related Other
Melissa Hall (Director Compliance) $189,441 $0 $0
Diane Hatcher (Program Manager) $160,614 $0 $0
Cynthia O'brien (Chief Sales Manager) $136,730 $0 $0
Alison Dunton (Director Practice Enhancement) $132,116 $0 $0
John O'brien (Chair) $0 $0 $0
Steven Packer (Vice Chair) $0 $1,086,864 $156,284
Scott Kelly (Vp/Coo/Secretary) $0 $481,035 $86,136
Eugene Hill (Director) $0 $0 $0
Sameer Bakhda (Director) $0 $0 $0
David Awerbuck (Director) $0 $0 $0
Rebecca Abundis (Director) $0 $0 $0
Pete Delgado (Director) $0 $0 $0
Rafael Garcia (Director) $0 $0 $0
Joanna Oppenheim (Director) $0 $0 $0
Allen Radner (Director) $0 $0 $0
Harry Wardwell (Director) $0 $0 $0
Laura Zehm (President/Ceo) $0 $681,609 $105,996
Matt Morgan (Vice President/Cfo) $0 $332,708 $57,006
Alan Sokolow Md (Vice President/Cmo) $0 $353,974 $16,467
+ View more people

Document Links

990
Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,413,588
Expenses
$23,104,862
Net Income
-$4,691,274
Net Assets
-$15,596,661
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,793,350
80.3%
Investment Income $1,175,165
6.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,445,073
13.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,669,172
11.6%
Assets/Debt
Total Assets $7,411,587
Total Liabilities $23,008,248
Net Assets -$15,596,661
Compensation
Key Employees and Officers Compensation Related Other
Melissa Hall (Director, Compliance) $181,693 $0 $0
Diana Hatcher (Bus Intelligence Program Manager) $156,992 $0 $0
Sharon Malensek (Director, Sales) $142,813 $0 $0
Alison Dunton (Director, Pea) $115,051 $0 $0
Scott Kelly (Vp/Coo/Secretary) $0 $462,429 $87,509
Steven Packer (Vice Chair) $0 $1,005,549 $315,494
John O'brien (Chair) $0 $0 $0
Eugene Hill (Director) $0 $0 $0
Sameer Bakhda (Director) $0 $0 $0
David Awerbuck (Director) $0 $0 $0
Rebecca Abundis (Director) $0 $0 $0
Laura Zehm (President/Ceo) $0 $672,639 $108,362
Matt Morgan (Vice President/Cfo) $0 $296,500 $50,970
Alan Sokolow Md (Vice President/Cmo) $0 $326,818 $42,717
+ View more people

Document Links

990
Filed on Nov. 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
-$1,638,418
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,729,395
Total Liabilities $5,367,813
Net Assets -$1,638,418
Compensation
Key Employees and Officers Compensation Related Other
Laura Zehm (President/Ceo) $0 $606,752 $102,146
Matthew Morgan (Vice President/Cfo) $0 $267,242 $50,970
Scott Kelly (Vice President/Coo) $0 $435,833 $82,286
Alan Sokolow Md (Vice President/Cmo) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 22, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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