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Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1995.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
96 cents of each dollar spent went to programs.
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
16 people listed on the 990.
Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Secretary, Interim Treasurer
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A
Vice Chair, President & Ceo-Shp
$0Pt VII · Sec A
Treasurer Thru 07/01/2023
$0Pt VII · Sec A
Director, EVP Chief Operating Officer Shc
$0Pt VII · Sec A
Chief Medical Info Officer
$0Pt VII · Sec A
Director, SVP Ciio Shc
$0Pt VII · Sec A
CFO Shp
$0Pt VII · Sec A
CMO Shp
$0Pt VII · Sec A
COO Shp
$0Pt VII · Sec A
Business Development Officer
$0Pt VII · Sec A
Medical Director
$0Pt VII · Sec A
Dir Rev Cycle & Data Mgmt
$0Pt VII · Sec A
SR Medical Director-Shp
$0Pt VII · Sec A
Physician Reviewer
$0Pt VII · Sec A
Dir Pharmacy Benefits
$0Pt VII · Sec A
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2022 | FY2021 | FY2020 |
|---|---|---|---|
| Melissa Hayden-Cook | $967,667 | $935,437 | $882,048 |
| Cary Shames | $562,958 | $573,122 | $536,984 |
| Rita Datko | $383,279 | $383,151 | $354,900 |
| Lisa Arian | $376,793 | $359,694 | $308,598 |
| Michael Byrd | $357,100 | $361,901 | $332,472 |
| Leslie Pels-Beck | $349,397 | $340,745 | $318,390 |
| Gregory Limon | $255,532 | $252,897 | $237,377 |
| Robert Peters | $248,036 | $244,412 | $224,655 |
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.
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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
Operates a health plan and provides managed care services for California residents.
Questions for Sharp Health Plan
Your first name shows with your question. Sharp Health Plan answers here, for everyone.
Provided by the organization
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1 program · $910.1M · in their own filed words · FY2022
01
Sharp Health Plan (SHP) offers a wide variety of commercial benefit plans to businesses in San Diego and Southern Riverside Counties. SHP is a San Diego based commercial health plan and as a not-for-profit enterprise, we are here for one simple reason: to serve our members since 1992.
$910.1Mprogram 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 · 21 grants · $10.3M · 2019–2024
Girl Scouts San Diego-Imperial Council INCCA · FY2024$18,750
Jacobs & Cushman San Diego Food BankCA · FY2023$7,500
Sharp Healthcare FoundationCA · FY2022$4,005,000
Girl Scouts San Diego-Imperial Council INCCA · FY2022$15,000
Jacobs & Cushman San Diego Food BankCA · FY2022$5,625
Girl Scouts San Diego-Imperial Council INCCA · FY2021$25,000
Jacobs & Cushman San Diego Food BankCA · FY2021$15,000
San Diego Food System AllianceCA · FY2021$10,000
Sharp Healthcare FoundationCA · FY2020$4,005,000
Jacobs & Cushman San Diego Food BankCA · FY2020$15,000
Girl Scouts San Diego-Imperial Council INCCA · FY2020$15,000
Health Industry Collaboration Effort of CaliforniaCA · FY2020$10,000
North San Diego Business ChamberCA · FY2020$7,000
Sharp Healthcare FoundationCA · FY2019$2,010,000
Pacific Arts MovementCA · FY2019$32,000
Girl Scouts San Diego-Imperial Council INCCA · FY2019$20,000
Palomar Health FoundationCA · FY2019$11,000
Jacobs & Cushman San Diego Food BankCA · FY2019$10,000
By the numbers
The FY2023 990, line by line.
Download 990
1The main four
Money inPt VIII
$968.1M
Ln 12
Fees for servicesLn 2g$957.5M
Investment incomeLn 3$10.6M
Money outPt IX
$946.0M
Ln 25
Programscol B$910.1M
Managementcol C$35.9M
Owns and owesPt X
$189.6M
net assets · Ln 32
Cash and savingsLn 1–2$152.7M
Total assetsLn 16$285.3M
LiabilitiesLn 26$95.6M
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Government grantsLn 1e$0
Noncash giftsLn 1g$0
Fees for servicesLn 2g$957.5M
Investment incomeLn 3$10.6M
Gains on assetsLn 7$3.2M
Total revenueLn 12$968.1M
Assets in detailPt X, end of year
CashLn 1$6.7M
SavingsLn 2$146.0M
Cash and savings togetherLn 1–2$152.7M
InvestmentsLn 11–13$98.4M
Land, buildings, equipmentLn 10c$176K
Other assetsLn 15$773K
Total assetsLn 16$285.3M
LiabilitiesLn 26$95.6M
Net assetsLn 32$189.6M
OperationsPt I, VI
EmployeesI 5279
VolunteersI 60
Fiscal year endsHeaderSeptember
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
| Line | Start FY23 | End FY23 |
|---|---|---|
| Cash and savingsLn 1–2 | $142.2M | $152.7M |
| InvestmentsLn 11–13 | $87.4M | $98.4M |
| Land, buildings, equipmentLn 10c | $353K | $176K |
| Total assetsLn 16 | $266.7M | $285.3M |
| LiabilitiesLn 26 | $104.2M | $95.6M |
| Net assetsLn 32 | $162.5M | $189.6M |
4Every line
Statement of functional expensesPt IX · every line
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $4.1M | $4.1M | ||
| Grants to domestic individualsLn 2 | $0 | $0 | ||
| Grants and assistance to foreign recipientsLn 3 | $0 | $0 | ||
| Benefits paid to or for membersLn 4 | $0 | $0 | ||
| Pay of current officers, directors and key staffLn 5 | $3.0M | $875K | $2.1M | $0 |
| Pay of disqualified personsLn 6 | $0 | $0 | $0 | $0 |
| Other salaries and wagesLn 7 | $28.3M | $8.4M | $19.9M | $0 |
| Pension plan contributionsLn 8 | $850K | $252K | $599K | $0 |
| Other employee benefitsLn 9 | $3.6M | $1.1M | $2.5M | $0 |
| Payroll taxesLn 10 | $2.0M | $589K | $1.4M | $0 |
| Management feesLn 11a | $5.4M | $4.5M | $878K | $0 |
| Legal feesLn 11b | $188K | $0 | $188K | $0 |
| Accounting feesLn 11c | $600K | $0 | $600K | $0 |
| Lobbying feesLn 11d | $0 | $0 | $0 | $0 |
| Professional fundraising feesLn 11e | $0 | $0 | ||
| Investment management feesLn 11f | $0 | $0 | $0 | $0 |
| Other fees for servicesLn 11g | $860.8M | $860.8M | $0 | $0 |
| Advertising and promotionLn 12 | $2.7M | $1.8M | $982K | $0 |
| Office expensesLn 13 | $5.1M | $4.2M | $940K | $0 |
| Information technologyLn 14 | $3.4M | $2.9M | $562K | $0 |
| RoyaltiesLn 15 | $0 | $0 | $0 | $0 |
| OccupancyLn 16 | $1.4M | $1.0M | $395K | |
| TravelLn 17 | $157K | $47K | $111K | $0 |
| Travel and entertainment for public officialsLn 18 | $0 | $0 | $0 | $0 |
| Conferences, conventions and meetingsLn 19 | $110K | $15K | $95K | $0 |
| InterestLn 20 | $28K | $0 | $28K | $0 |
| Payments to affiliatesLn 21 | $0 | $0 | $0 | $0 |
| Depreciation, depletion and amortizationLn 22 | $512K | $429K | $83K | $0 |
| InsuranceLn 23 | $362K | $293K | $69K | $0 |
| Other expenses (24a–d)Ln 24 | $21.6M | $17.4M | $4.1M | $0 |
| All other expensesLn 24e | $1.8M | $1.5M | $291K | $0 |
| Total functional expensesLn 25 | $946.0M | $910.1M | $35.9M | $0 |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 Latest | $1.2B | $1.2B | $38.4M | $257.9M | 990 PDF |
| FY2024 | $1.0B | $995.4M | $35.6M | $245.9M | 990 PDF |
| FY2023 Viewing | $968.1M | $946.0M | $22.1M | $189.6M | 990 PDF |
| FY2022 | $918.7M | $900.3M | $18.4M | $162.5M | 990 PDF |
| FY2021 | $875.4M | $852.9M | $22.5M | $164.6M | 990 PDF |
| FY2020 | $844.9M | $823.0M | $21.9M | $134.0M | 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
O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $968,135,050 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $914,938,857$957,502,839
I-10 Investment incomePrior year $3,783,340$10,632,211
I-11 Other revenue$0
I-12 Total revenuePrior year $918,722,197$968,135,050
I-13 Grants and similar amounts paidPrior year $90,000$4,075,560
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $34,073,509$37,645,397
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $866,110,482$904,271,292
I-18 Total expensesPrior year $900,273,991$945,992,249
I-19 Revenue less expensesPrior year $18,448,206$22,142,801
Part VI · Governance 0 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members0
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 $968,135,050 across 11 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1d Related organizations$0
VIII-1e Government grants$0
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $957,506,119 · Unrelated business −$3,280$957,502,839
VIII-3 Investment incomeExcluded from tax $7,400,355$7,400,355
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,231,856$3,231,856
VIII-12 Total revenueRelated to mission $957,506,119 · Unrelated business −$3,280 · Excluded from tax $10,632,211$968,135,050
Part IX · Statement of functional expenses $945,992,249 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $4,075,560$4,075,560
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $875,394 · Management $2,082,401 · Fundraising $0$2,957,795
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $8,366,487 · Management $19,902,327 · Fundraising $0$28,268,814
IX-8 Pension plan contributionsPrograms $251,605 · Management $598,521 · Fundraising $0$850,126
IX-9 Other employee benefitsPrograms $1,059,119 · Management $2,519,448 · Fundraising $0$3,578,567
IX-10 Payroll taxesPrograms $588,992 · Management $1,401,103 · Fundraising $0$1,990,095
IX-11a Management feesPrograms $4,513,216 · Management $878,361 · Fundraising $0$5,391,577
IX-11b Legal feesPrograms $0 · Management $187,627 · Fundraising $0$187,627
IX-11c Accounting feesPrograms $0 · Management $599,762 · Fundraising $0$599,762
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $860,800,525 · Management $0 · Fundraising $0$860,800,525
IX-12 Advertising and promotionPrograms $1,761,123 · Management $981,507 · Fundraising $0$2,742,630
IX-13 Office expensesPrograms $4,201,209 · Management $940,260 · Fundraising $0$5,141,469
IX-14 Information technologyPrograms $2,887,865 · Management $562,035 · Fundraising $0$3,449,900
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $1,049,926 · Management $395,360$1,445,286
IX-17 TravelPrograms $46,503 · Management $110,621 · Fundraising $0$157,124
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $14,702 · Management $95,346 · Fundraising $0$110,048
IX-20 InterestPrograms $0 · Management $27,979 · Fundraising $0$27,979
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $428,680 · Management $83,429 · Fundraising $0$512,109
IX-23 InsurancePrograms $292,867 · Management $69,027 · Fundraising $0$361,894
IX-24 Other expenses (24a–d)Programs $17,428,578 · Management $4,128,760 · Fundraising $0$21,557,338
IX-24e All other expensesPrograms $1,495,057 · Management $290,967 · Fundraising $0$1,786,024
IX-25 Total functional expensesPrograms $910,137,408 · Management $35,854,841 · Fundraising $0$945,992,249
Part X · Balance sheet $285,264,526 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $15,231,951$6,732,030
X-2 Savings and temporary cash investmentsStart of year $126,941,277$145,954,251
X-4 Accounts receivableStart of year $34,605,263$30,688,813
X-9 Prepaid expenses and deferred chargesStart of year $2,003,819$2,588,844
X-10c Land, buildings and equipment, netStart of year $353,018$176,261
X-11 Publicly traded securitiesStart of year $87,022,182$98,039,137
X-12 Other securitiesStart of year $377,280$311,699
X-15 Other assetsStart of year $117,581$773,491
X-16 Total assetsStart of year $266,652,371$285,264,526
X-17 Accounts payable and accrued expensesStart of year $64,400,328$56,335,176
X-19 Deferred revenueStart of year $34,908,055$33,858,929
X-25 Other liabilitiesStart of year $4,890,292$5,426,053
X-26 Total liabilitiesStart of year $104,198,675$95,620,158
X-27 Net assets without donor restrictionsStart of year $162,453,696$189,644,368
X-32 Total net assets or fund balancesStart of year $162,453,696$189,644,368
X-33 Total liabilities and net assetsStart of year $266,652,371$285,264,526
Part XI · Reconciliation of net assets $189,644,368 net assets at year end
XI-1 Total revenue$968,135,050
XI-2 Total expenses$945,992,249
XI-3 Revenue less expenses$22,142,801
XI-4 Net assets at start of year$162,453,696
XI-5 Net unrealized gains (losses) on investments$5,019,601
XI-9 Other changes in net assets$28,270
XI-10 Net assets at end of year$189,644,368
Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File
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