Improve the Health and well-being of members, their families, and their communities.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$717K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $10.6M a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$717K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Plus $30.6M in investments, Pt X · Ln 11–13
Looks good: 4.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$311K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.5M
+246% vs prior year
Spent
$20.7M
To programs
91%
Net assets
$90.3M
By yearFY2020–FY2024
Revenue
$6.5M
FY2023▲ +246%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4B
FY2021$1.3B
FY2022$1.9M
FY2023$6.5M
FY2024$17.4M
Expenses
$20.7M
FY2023▲ +208%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3B
FY2021$1.3B
FY2022$6.7M
FY2023$20.7M
FY2024$46.9M
Net assets
$90.3M
FY2023▼ -13%
Tap a bar for its year
Net assets by fiscal year
FY2020$38.0M
FY2021$102.0M
FY2022$103.8M
FY2023$90.3M
FY2024$60.6M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $18.8M Management & general 9% · $1.9M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $717K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$345,000Pt VII · Sec A
CFO/Consultant
$180,600Pt VII · Sec A
$25,000Pt VII · Sec A
Trustee, Thru July 2023
$25,000Pt VII · Sec A
$25,000Pt VII · Sec A
$24,000Pt VII · Sec A
$18,000Pt VII · Sec A
Treasurer
$18,000Pt VII · Sec A

Clara Mercedes Hansen’s $356K as Executive Director is at the 58th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Michael Murphy———$4,388,277$1,567,829
Scott Breidbart——$143,182$1,321,853$485,549
Rachel Amalfitano$144,000$180,600$244,650$1,067,700$561,082
Lisa Mingione———$635,414$332,190
Clara Mercedes Hansen$355,950$345,000$333,340$593,988$279,771
Joanne Scilia———$591,643—
Mark Sclafani———$577,477$307,216
Craig Bellise———$547,236$286,791

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Affinity Health Plan INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves health and well-being for members, families, and communities.

Questions for Affinity Health Plan INC

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Provided by the organization

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1 program · $18.8M · in their own filed words · FY2023
01

Community Grant Program

During 2022, affinity established a community grant program (the program) funded by a portion of the proceeds from the sale to molina healthcare. Under the program, grants are distributed to eligible community-based organizations through an application process.

$18.8Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 146 grants · $69.3M · 2022–2024
Morris Heights Health Center INCNY · FY2024$16,160,000
Cornerstone Family HealthcareNY · FY2024$2,700,000
New York Common PantryNY · FY2024$250,000
Fountain House INCFY2024$250,000
Church of the Holy ApostlesNY · FY2024$200,000
Every Day Is a Miracle INCNY · FY2024$190,000
Hour Children INCNY · FY2024$175,000
914 United INCNY · FY2024$130,000
See all 146 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$6.5M
Ln 12
Investment incomeLn 3$6.5M
Money outPt IX
$20.7M
Ln 25
Programscol B$18.8M
Managementcol C$1.9M
Owns and owesPt X
$90.3M
net assets · Ln 32
Cash and savingsLn 1–2$8.3M
Total assetsLn 16$90.7M
LiabilitiesLn 26$311K
PeoplePt VI, VII
12
listed · VII A
PaidVII A12
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$6.5M
Gains on assetsLn 7$5.4M
Total revenueLn 12$6.5M
Assets in detailPt X, end of year
CashLn 1$2.8M
SavingsLn 2$5.5M
Cash and savings togetherLn 1–2$8.3M
InvestmentsLn 11–13$30.6M
Other assetsLn 15$50.4M
Total assetsLn 16$90.7M
LiabilitiesLn 26$311K
Net assetsLn 32$90.3M
OperationsPt I, VI
EmployeesI 5722
VolunteersI 612
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$33.4M$8.3M
InvestmentsLn 11–13$23.4M$30.6M
Total assetsLn 16$104.2M$90.7M
LiabilitiesLn 26$438K$311K
Net assetsLn 32$103.8M$90.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$18.8M$18.8M
Pay of current officers, directors and key staffLn 5$810K$810K
Payroll taxesLn 10$108K$108K
Legal feesLn 11b$153K$153K
Accounting feesLn 11c$41K$41K
Investment management feesLn 11f$77K$77K
Other fees for servicesLn 11g$24K$24K
Office expensesLn 13$6K$6K
Information technologyLn 14$16K$16K
TravelLn 17$4K$4K
InsuranceLn 23$292K$292K
Other expenses (24a–d)Ln 24$379K$379K
Total functional expensesLn 25$20.7M$18.8M$1.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $17.4M$46.9M−$29.6M$60.6M 990 PDF
FY2023 Viewing $6.5M$20.7M−$14.2M$90.3M 990 PDF
FY2022 $1.9M$6.7M−$4.9M$103.8M 990 PDF
FY2021 $1.3B$1.3B$25.0M$102.0M 990 PDF
FY2020 $1.4B$1.3B$76.8M$38.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $6,510,173 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $356,942$6,510,173
I-11 Other revenuePrior year $1,522,977$0
I-12 Total revenuePrior year $1,879,919$6,510,173
I-13 Grants and similar amounts paidPrior year $5,000,000$18,837,426
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $655,218$918,211
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,089,903$990,437
I-18 Total expensesPrior year $6,745,121$20,746,074
I-19 Revenue less expensesPrior year −$4,865,202−$14,235,901
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,510,173 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $1,141,636$1,141,636
VIII-7 Net gain or loss on sales of assetsExcluded from tax $5,368,537$5,368,537
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $6,510,173$6,510,173
Part IX · Statement of functional expenses $20,746,074 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $18,837,426$18,837,426
IX-5 Pay of current officers, directors and key staffManagement $810,020$810,020
IX-10 Payroll taxesManagement $108,191$108,191
IX-11b Legal feesManagement $152,797$152,797
IX-11c Accounting feesManagement $41,069$41,069
IX-11f Investment management feesManagement $76,649$76,649
IX-11g Other fees for servicesManagement $23,806$23,806
IX-13 Office expensesManagement $6,309$6,309
IX-14 Information technologyManagement $15,726$15,726
IX-17 TravelManagement $3,608$3,608
IX-23 InsuranceManagement $291,776$291,776
IX-24 Other expenses (24a–d)Management $378,697$378,697
IX-25 Total functional expensesPrograms $18,837,426 · Management $1,908,648 · Fundraising $0$20,746,074
Part X · Balance sheet $90,656,064 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $18,341,212$2,837,918
X-2 Savings and temporary cash investmentsStart of year $15,010,783$5,492,693
X-9 Prepaid expenses and deferred chargesStart of year $1,723,631$1,368,811
X-11 Publicly traded securitiesStart of year $23,402,569$30,588,458
X-15 Other assetsStart of year $45,766,385$50,368,184
X-16 Total assetsStart of year $104,244,580$90,656,064
X-17 Accounts payable and accrued expensesStart of year $437,739$311,017
X-26 Total liabilitiesStart of year $437,739$311,017
X-27 Net assets without donor restrictionsStart of year $103,806,841$90,345,047
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $103,806,841$90,345,047
X-33 Total liabilities and net assetsStart of year $104,244,580$90,656,064
Part XI · Reconciliation of net assets $90,345,047 net assets at year end
XI-1 Total revenue$6,510,173
XI-2 Total expenses$20,746,074
XI-3 Revenue less expenses−$14,235,901
XI-4 Net assets at start of year$103,806,841
XI-5 Net unrealized gains (losses) on investments$774,108
XI-8 Prior period adjustments−$1
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$90,345,047

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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