PROPUBLICA Fearless Reporting for an Informed Society — Join Us.
DONATE
Skip to content
ProPublica Donate
ProPublica Donate

Utmb Health Plans Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Community Health Systems (NTEE)

Summary charts: organization finances over time

Revenue
$447k (2023)

Expenses
$321k (2023)

Total Assets
$6.65M (2023)

Total Liabilities
$60.1k (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$446,879
Expenses
$321,250
Net Income
$125,629
Net Assets
$6,592,537
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $256,515
57.4%
Investment Income $190,364
42.6%
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 $11,531
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $109,398
34.1%
Assets/Debt
Total Assets $6,652,615
Total Liabilities $60,078
Net Assets $6,592,537
Compensation
Key Employees and Officers Compensation Related Other
Charles Mouton Md (Chair, Sole Member) $0 $1,500,634 $103,929
David C Gruener (President And Ceo) $0 $353,584 $6,348
C Aaron Lemay Cpa Jd Msed (Treasurer/Director) $0 $421,432 $59,751
Rebecca Korenek Mba Mha (Vice Chair) $0 $850,921 $103,726
Maria L Gonzalez (Secetary) $0 $87,194 $2,660
Byron Pickering Jd Ma (Director) $0 $241,661 $6,216
Dustin J Thomas (Former President And Ceo) $0 $405,287 $54,397
Ben Raimer Md (Former Chair, Sole Member) $0 $927,166 $2,622
Cheryl A Sadro (Former Treasurer) $0 $306,616 $1,709
Anish Bhardwaj Md (Former Vice Chair) $0 $842,509 $4,854

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$519,428
Expenses
$429,304
Net Income
$90,124
Net Assets
$6,388,291
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $324,786
62.5%
Investment Income $194,642
37.5%
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 $17,606
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $130,020
30.3%
Assets/Debt
Total Assets $6,472,415
Total Liabilities $84,124
Net Assets $6,388,291
Compensation
Key Employees and Officers Compensation Related Other
Ben Raimer Md (Chair, Sole) $0 $710,609 $25,552
Charles Mouton Md (Vice Chair) $0 $1,171,007 $103,063
David C Gruener (President An) $0 $572,057 $7,173
C Aaron Lemay (Treasurer) $0 $345,365 $59,726
Rebecca B Korenek (Director) $0 $1,039,307 $104,166
Cheryl A Sadro (Former Treas) $0 $306,616 $108,922
Anish Bhardwaj Md (Former Vice) $0 $842,073 $5,124
David Connaughton (Former Pres) $0 $298,720 $6,844
Maria L Gonzalez (Secetary) $0 $86,201 $2,628

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$594,400
Expenses
$451,254
Net Income
$143,146
Net Assets
$7,014,528
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $404,705
68.1%
Investment Income $189,695
31.9%
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 $19,056
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $137,425
30.5%
Assets/Debt
Total Assets $7,096,596
Total Liabilities $82,068
Net Assets $7,014,528
Compensation
Key Employees and Officers Compensation Related Other
David C Gruener (President An) $0 $342,594 $7,976
Cheryl A Sadro (Treasurer) $0 $957,139 $110,863
Maria L Gonzalez (Secetary) $0 $87,800 $2,442
Ben Raimer Md (Chair, Sole) $0 $659,693 $1,661
Rebecca B Korenek (Director) $0 $448,194 $3,856
Charles Mouton Md (Vice Chair) $0 $874,971 $101,959
Anish Bhardwaj Md (Former Vice) $0 $646,819 $5,201
David Connaughton (Former Pres) $0 $255,764 $6,462

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$629,785
Expenses
$531,588
Net Income
$98,197
Net Assets
$6,266,222
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $460,417
73.1%
Investment Income $169,368
26.9%
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 $20,250
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $136,742
25.7%
Assets/Debt
Total Assets $6,360,984
Total Liabilities $94,762
Net Assets $6,266,222
Compensation
Key Employees and Officers Compensation Related Other
David C Gruener (President An) $0 $405,451 $11,290
Cheryl A Sadro (Treasurer) $0 $834,803 $110,571
Maria L Gonzalez (Secetary) $0 $82,360 $2,707
David L Callender Md (Former Chair) $0 $1,470,519 $5,208
Ben Raimer Md (Chair, Sole) $0 $649,011 $2,935
Anish Bhardwaj Md (Former Vice) $0 $782,010 $5,365
David Connaughton (Former Pres) $0 $293,914 $6,253
Charles Mouton Md (Vice Chair) $0 $881,616 $101,959

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$668,543
Expenses
$542,735
Net Income
$125,808
Net Assets
$5,854,130
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $506,861
75.8%
Investment Income $161,682
24.2%
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 $17,851
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $126,785
23.4%
Assets/Debt
Total Assets $5,951,968
Total Liabilities $97,838
Net Assets $5,854,130
Compensation
Key Employees and Officers Compensation Related Other
David C Gruener (President An) $0 $396,672 $12,031
Cheryl A Sadro (Treasurer) $0 $816,118 $110,519
Maria L Gonzalez (Secetary) $0 $81,547 $1,951
David L Callender Md (Chair, Sole) $0 $1,006,464 $207,080
Ben Raimer Md (Director) $0 $566,919 $3,522
Anish Bhardwaj Md (Vice Chair) $0 $710,340 $3,052
Danny O Jacobs Md (Former Direc) $0 $829,977 $3,001
David Connaughton (Former Pres) $0 $279,179 $9,100

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$742,996
Expenses
$545,563
Net Income
$197,433
Net Assets
$5,612,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $583,836
78.6%
Investment Income $159,160
21.4%
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 $14,234
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $109,946
20.2%
Assets/Debt
Total Assets $5,702,893
Total Liabilities $90,322
Net Assets $5,612,571
Compensation
Key Employees and Officers Compensation Related Other
David C Gruener (President An) $0 $386,763 $12,031
Cheryl A Sadro (Treasurer) $0 $1,171,957 $112,428
Maria L Gonzalez (Secetary) $0 $81,547 $1,732
David L Callender Md (Chair, Sole) $0 $1,000,738 $207,305
Ben Raimer Md (Director) $0 $569,589 $3,522
Anish Bhardwaj Md (Vice Chair) $0 $644,169 $2,054
Danny O Jacobs Md (Former Direc) $0 $1,032,083 $104,501
David Connaughton (Former Pres) $0 $273,135 $8,500

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,332,829
Expenses
$562,719
Net Income
$770,110
Net Assets
$5,412,415
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,186,071
89.0%
Investment Income $146,758
11.0%
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 $12,579
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $146,299
26.0%
Assets/Debt
Total Assets $5,525,494
Total Liabilities $113,079
Net Assets $5,412,415
Compensation
Key Employees and Officers Compensation Related Other
David L Callender Md (Director) $0 $1,717,852 $206,990
Danny O Jacobs Md (Director) $0 $1,016,933 $104,003
Cheryl A Sadro (Treasurer) $0 $819,017 $111,280
Ben Raimer Md (Director) $0 $563,468 $3,356
David M Connaughton (President An) $0 $450,504 $9,538
Maria L Gonzalez (Secetary) $0 $78,196 $2,242
David C Gruener (President An) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$848,894
Expenses
$535,205
Net Income
$313,689
Net Assets
$4,404,350
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $695,646
81.9%
Investment Income $153,596
18.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$348
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,751
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $82,617
15.4%
Assets/Debt
Total Assets $5,641,433
Total Liabilities $1,237,083
Net Assets $4,404,350
Compensation
Key Employees and Officers Compensation Related Other
Danny O Jacobs Md (Director) $0 $1,219,099 $103,711
David L Callender Md (Director) $0 $1,007,235 $206,704
Cheryl A Sadro (Treasurer) $0 $823,872 $111,026
Ben Raimer Md (Director) $0 $557,281 $3,298
David M Connaughton (President An) $0 $438,644 $8,937
Maria L Gonzalez (Secetary) $0 $74,982 $2,472

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$940,773
Expenses
$635,204
Net Income
$305,569
Net Assets
$4,094,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $749,408
79.7%
Investment Income $169,897
18.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $21,468
2.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $8,915
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $89,797
14.1%
Assets/Debt
Total Assets $6,276,365
Total Liabilities $2,182,360
Net Assets $4,094,005
Compensation
Key Employees and Officers Compensation Related Other
David L Callender Md (Director) $0 $891,334 $206,980
Ben Raimer Md (Director) $0 $557,933 $3,272
Danny O Jacobs Md (Director) $0 $899,341 $103,372
Cheryl A Sadro (Treasurer) $0 $87,825 $101,797
David M Connaughton (President & Ceo) $0 $579,061 $8,594
Maria L Gonzalez (Secretary) $0 $69,646 $1,738
Garland D Anderson Md (Former Director) $0 $224,046 $180

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,052,722
Expenses
$763,978
Net Income
$1,288,744
Net Assets
$4,153,991
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,808,563
88.1%
Investment Income $185,356
9.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $58,803
2.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,567
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $132,264
17.3%
Assets/Debt
Total Assets $7,282,216
Total Liabilities $3,128,225
Net Assets $4,153,991
Compensation
Key Employees and Officers Compensation Related Other
David L Callender Md (Director) $0 $1,477,883 $206,689
Ben Raimer Md (Director) $0 $522,995 $4,092
Danny O Jacobs Md (Director) $0 $849,158 $103,217
David M Connaughton (President & Ceo) $0 $398,200 $51,945
Sandra Y Benigar (Secretary) $0 $59,925 $7,333
William Elger (Former Cfo) $0 $695,234 $4,258
Garland D Anderson Md (Former Director) $0 $525,664 $3,330

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,116,737
Expenses
$885,796
Net Income
$230,941
Net Assets
$2,502,304
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $888,102
79.5%
Investment Income $200,434
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $28,201
2.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $20,376
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $160,037
18.1%
Assets/Debt
Total Assets $7,895,641
Total Liabilities $5,393,337
Net Assets $2,502,304

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,124,143
Expenses
$689,536
Net Income
$434,607
Net Assets
$2,157,872
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $939,344
83.6%
Investment Income $221,524
19.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$36,725
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,800
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $86,948
12.6%
Assets/Debt
Total Assets $8,443,518
Total Liabilities $6,285,646
Net Assets $2,157,872

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,158,803
Expenses
$834,956
Net Income
$323,847
Net Assets
$1,732,409
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $971,495
83.8%
Investment Income $187,308
16.2%
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 $8,528
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $65,011
7.8%
Assets/Debt
Total Assets $9,146,332
Total Liabilities $7,413,923
Net Assets $1,732,409

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »