Alohacare FY2020 filing

Not tax-deductible

Honolulu, HI501(c)(4)Since 1994 EIN 99-0309519Revenue $449.1M in FY2020

On file with the IRSalohacare.org1357 Kapiolani Blvd Ste G101, 96814-4550 · Honolulu, HITax-exempt since Nov 1995

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

Alohacare is a hawaii corporation that contracts with the state of hi, dept of human services med-quest division to provide managed health care in accordance with the state of hi 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, recreational purposes, within the meaning of section 501(c)(4) of the internal revenue code of 1986 as amended.

501(c)(4) social-welfare organization; gifts are not tax-deductible as charitable contributions.
92¢ of each $1 spent went to programs.
$5.1M 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

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
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
No
Donations are not tax-deductible
Worth a look: the IRS does not list 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
3 of 5
filings with a surplus
Average deficit $2.9M a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$5.1M
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $65.1M in investments, Pt X · Ln 11–13
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$81.2M
56% of total assets
Fine: liabilities are 56% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
2
of 15 voting members
Worth a look: 2 of 15 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$449.1M
Spent
$448.1M
To programs
92%
Net assets
$63.8M
By yearFY2020–FY2024
Revenue
$449.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$449.1M
FY2021$508.4M
FY2022$514.8M
FY2023$468.3M
FY2024$468.9M
Expenses
$448.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$448.1M
FY2021$501.1M
FY2022$506.4M
FY2023$472.6M
FY2024$495.6M
Net assets
$63.8M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$63.8M
FY2021$71.7M
FY2022$73.3M
FY2023$73.9M
FY2024$41.2M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 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 Nov 1995.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $414.2M Management & general 8% · $34.0M

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

Something off? Claim to add context

Who runs it and what they're paid

33 people listed on the 990; $5.1M paid to officers and key staff.

Part VII, Section A · reportable compensation
Former Chief Executive Officer
$605,987Pt VII · Sec A
Chief Medical Director
$474,472Pt VII · Sec A
Chief Executive Officer
$447,882Pt VII · Sec A
Chief Information Officer
$379,312Pt VII · Sec A
Chief Financial Officer
$314,071Pt VII · Sec A
Former Chief Financial Officer
$286,925Pt VII · Sec A
VP Plan Operations
$284,839Pt VII · Sec A
Senior Director of Health Services
$252,459Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
Laura Esslinger————$605,987
Culley-Trotman Francoise E$546,803————
Francoise Culley-Trotman—$538,355$526,847$505,493$447,882
Dr Gary Okamoto—$466,678$455,994$454,089$474,472
Okamoto Gary$473,660————
David Field——$470,140$451,384$314,071
Todd Morgan—$368,344$414,081$349,399$379,312
Michael Haight—$397,021$343,486——

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 Alohacare executive salaries →

On this list? Claim this org

Something off? Claim to add context

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

Provides managed Medicaid and Medicare health plans to Hawaii residents while funding community activities to improve the state's overall health.

Questions for Alohacare

Tap to ask. Alohacare sees how many people are interested.

Your first name shows with your question. Alohacare answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $414.2M · in their own filed words · FY2020
01

Health Care Programs, General/Other

Provide managed health care services to approximately 71,978 qualified medicaid members, and 2,151 medicare members who are residents of hawaii.

$414.2Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2022
Total grants receivedfrom 1 funder$2K
Grants paid · 316 grants · $9.8M · 2020–2024
Unitemized GrantFY2024$274,086
Maui Medical Group INCFY2024$112,014
Waimanalo Health CenterHI · FY2024$97,000
Queens Mssp Aco LLCFY2024$62,386
Community Clinic of Maui INCHI · FY2024$49,616
Smmh-Hhsc-Kauai Rgn ClinicsFY2024$43,662
Unitemized GrantFY2024$35,000
Waikiki HealthHI · FY2024$34,908
Hamakua Health Center INCHI · FY2024$32,995
Kaua'i Medical ClinicHI · FY2024$30,359
Waimanalo Health CenterHI · FY2024$30,171
Maui Lani Physicians and Surgeons LLCFY2024$30,000
See all 316 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$449.1M
Ln 12
Fees for servicesLn 2g$447.3M
Investment incomeLn 3$1.7M
Other incomeLn 4–11$81K
Money outPt IX
$448.1M
Ln 25
Programscol B$414.2M
Managementcol C$34.0M
Owns and owesPt X
$63.8M
net assets · Ln 32
Cash and savingsLn 1–2$48.4M
Total assetsLn 16$145.1M
LiabilitiesLn 26$81.2M
PeoplePt VI, VII
33
listed · VII A
PaidVII A18
Voting boardVI 1a15
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$447.3M
Investment incomeLn 3$1.7M
Other incomeLn 4–11$81K
Gains on assetsLn 7$45K
Total revenueLn 12$449.1M
Assets in detailPt X, end of year
SavingsLn 2$48.4M
Cash and savings togetherLn 1–2$48.4M
InvestmentsLn 11–13$65.1M
Land, buildings, equipmentLn 10c$6.7M
Total assetsLn 16$145.1M
LiabilitiesLn 26$81.2M
Net assetsLn 32$63.8M
OperationsPt I, VI
EmployeesI 5305
VolunteersI 60
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 FY20End FY20
Cash and savingsLn 1–2$45.9M$48.4M
InvestmentsLn 11–13$62.9M$65.1M
Land, buildings, equipmentLn 10c$2.5M$6.7M
Total assetsLn 16$153.3M$145.1M
LiabilitiesLn 26$91.8M$81.2M
Net assetsLn 32$61.5M$63.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.6M$1.6M
Grants to domestic individualsLn 2$115K$115K
Pay of current officers, directors and key staffLn 5$5.4M$5.4M
Other salaries and wagesLn 7$15.9M$1.2M$14.7M
Pension plan contributionsLn 8$594K$594K
Other employee benefitsLn 9$3.1M$3.1M
Payroll taxesLn 10$1.6M$1.6M
Legal feesLn 11b$714K$714K
Accounting feesLn 11c$244K$244K
Other fees for servicesLn 11g$67.9M$67.9M
Advertising and promotionLn 12$434K$434K
Office expensesLn 13$43K$43K
OccupancyLn 16$859K$859K
TravelLn 17$54K$54K
Conferences, conventions and meetingsLn 19$33K$33K
Depreciation, depletion and amortizationLn 22$983K$983K
InsuranceLn 23$342K$342K
Other expenses (24a–d)Ln 24$348.2M$343.4M$4.9M
Total functional expensesLn 25$448.1M$414.2M$34.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $468.9M$495.6M−$26.7M$41.2M 990 PDF
FY2023 $468.3M$472.6M−$4.3M$73.9M 990 PDF
FY2022 $514.8M$506.4M$8.4M$73.3M 990 PDF
FY2021 $508.4M$501.1M$7.3M$71.7M 990 PDF
FY2020 Viewing $449.1M$448.1M$966K$63.8M 990 PDF

More to add? Claim this org

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 FY2020 990 (6 parts)
Part I · Summary $449,101,903 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $387,004,611$447,304,115
I-10 Investment incomePrior year $2,913,253$1,716,552
I-11 Other revenuePrior year $68,530$81,236
I-12 Total revenuePrior year $389,986,394$449,101,903
I-13 Grants and similar amounts paidPrior year $1,430,702$1,667,216
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $25,835,236$26,573,901
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $391,602,323$419,894,803
I-18 Total expensesPrior year $418,868,261$448,135,920
I-19 Revenue less expensesPrior year −$28,881,867$965,983
Part VI · Governance 2 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members2
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 $449,101,903 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $447,304,115$447,304,115
VIII-3 Investment incomeExcluded from tax $1,671,426$1,671,426
VIII-7 Net gain or loss on sales of assetsExcluded from tax $45,126$45,126
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $81,236$81,236
VIII-12 Total revenueRelated to mission $447,304,115 · Unrelated business $0 · Excluded from tax $1,797,788$449,101,903
Part IX · Statement of functional expenses $448,135,920 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $1,552,136$1,552,136
IX-2 Grants to domestic individualsPrograms $115,080$115,080
IX-5 Pay of current officers, directors and key staffManagement $5,399,520$5,399,520
IX-7 Other salaries and wagesPrograms $1,190,679 · Management $14,676,691$15,867,370
IX-8 Pension plan contributionsManagement $593,730$593,730
IX-9 Other employee benefitsManagement $3,135,698$3,135,698
IX-10 Payroll taxesManagement $1,577,583$1,577,583
IX-11b Legal feesManagement $713,683$713,683
IX-11c Accounting feesManagement $243,544$243,544
IX-11g Other fees for servicesPrograms $67,945,785$67,945,785
IX-12 Advertising and promotionManagement $433,999$433,999
IX-13 Office expensesManagement $42,517$42,517
IX-16 OccupancyManagement $859,121$859,121
IX-17 TravelManagement $54,432$54,432
IX-19 Conferences, conventions and meetingsManagement $33,118$33,118
IX-22 Depreciation, depletion and amortizationManagement $982,699$982,699
IX-23 InsuranceManagement $342,263$342,263
IX-24 Other expenses (24a–d)Programs $343,366,409 · Management $4,877,233$348,243,642
IX-25 Total functional expensesPrograms $414,170,089 · Management $33,965,831 · Fundraising $0$448,135,920
Part X · Balance sheet $145,058,426 assets, 12 lines filed
X-2 Savings and temporary cash investmentsStart of year $45,866,212$48,377,088
X-4 Accounts receivableStart of year $41,064,247$22,192,866
X-9 Prepaid expenses and deferred chargesStart of year $949,991$2,679,438
X-10c Land, buildings and equipment, netStart of year $2,454,697$6,723,217
X-11 Publicly traded securitiesStart of year $62,946,555$65,085,817
X-16 Total assetsStart of year $153,281,702$145,058,426
X-17 Accounts payable and accrued expensesStart of year $41,832,379$18,653,029
X-25 Other liabilitiesStart of year $49,953,217$62,561,137
X-26 Total liabilitiesStart of year $91,785,596$81,214,166
X-27 Net assets without donor restrictionsStart of year $61,496,106$63,844,260
X-32 Total net assets or fund balancesStart of year $61,496,106$63,844,260
X-33 Total liabilities and net assetsStart of year $153,281,702$145,058,426
Part XI · Reconciliation of net assets $63,844,260 net assets at year end
XI-1 Total revenue$449,101,903
XI-2 Total expenses$448,135,920
XI-3 Revenue less expenses$965,983
XI-4 Net assets at start of year$61,496,106
XI-5 Net unrealized gains (losses) on investments$1,382,172
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$63,844,260

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.