Alohacare FY2021 filing

Not tax-deductible

Honolulu, HI501(c)(4)Since 1994EIN 99-0309519

This page gets seen. Tell your story. Claim this org.

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.

93¢ of each $1 spent went to programs.
$4.7M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$4.7M
to officers and key staff · 0.9% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.4 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
$107.2M
60% of total assets
Fine: liabilities are 60% 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
$508.4M
+13% vs prior year
Spent
$501.1M
To programs
93%
Net assets
$71.7M
By yearFY2020–FY2024
Revenue
$508.4M
FY2021▲ +13%
Revenue by fiscal year
FY2020$449.1M
FY2021$508.4M
FY2022$514.8M
FY2023$468.3M
FY2024$468.9M
Expenses
$501.1M
FY2021▲ +12%
Expenses by fiscal year
FY2020$448.1M
FY2021$501.1M
FY2022$506.4M
FY2023$472.6M
FY2024$495.6M
Net assets
$71.7M
FY2021▲ +12%
Net assets by fiscal year
FY2020$63.8M
FY2021$71.7M
FY2022$73.3M
FY2023$73.9M
FY2024$41.2M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 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

93 cents of each dollar spent went to programs.

Program services 93% · $465.7M Management & general 7% · $35.4M

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

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

34 people listed on the 990; $4.7M paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Executive Officer
$505,493Pt VII · Sec A
Chief Medical Director
$454,089Pt VII · Sec A
Chief Financial Officer
$451,384Pt VII · Sec A
Chief Information Officer
$349,399Pt VII · Sec A
VP Plan Operations
$276,815Pt VII · Sec A
Pharmacy Director
$244,022Pt VII · Sec A
Senior Director of Provider Ops
$229,705Pt VII · Sec A
VP External Affairs
$229,238Pt 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 →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

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.

Provided by the organization

This section is blank until Alohacare claims this page.

Know this organization? Claim it to add your story

1 program service account for $465.7M of program spending, described in the organization's own filed words · FY2021.
01

Health Care Programs, General/Other

Provide managed health care services to approximately 80,246 qualified medicaid members, and 2,684 medicare members who are residents of hawaii.

$465.7Mprogram expense

Run this program? Claim this org to tell your story

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 FY2021 990, line by line.

1The main four
Money inPt VIII
$508.4M
Ln 12
Fees for servicesLn 2g$506.7M
Investment incomeLn 3$1.6M
Other incomeLn 4–11$124K
Money outPt IX
$501.1M
Ln 25
Programscol B$465.7M
Managementcol C$35.4M
Owns and owesPt X
$71.7M
net assets · Ln 32
Cash and savingsLn 1–2$58.6M
Total assetsLn 16$178.8M
LiabilitiesLn 26$107.2M
PeoplePt VI, VII
34
listed · VII A
PaidVII A19
Voting boardVI 1a15
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$506.7M
Investment incomeLn 3$1.6M
Other incomeLn 4–11$124K
Gains on assetsLn 7$1.5M
Total revenueLn 12$508.4M
Assets in detailPt X, end of year
SavingsLn 2$58.6M
Cash and savings togetherLn 1–2$58.6M
InvestmentsLn 11–13$79.3M
Land, buildings, equipmentLn 10c$7.5M
Total assetsLn 16$178.8M
LiabilitiesLn 26$107.2M
Net assetsLn 32$71.7M
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 FY21End FY21
Cash and savingsLn 1–2$48.4M$58.6M
InvestmentsLn 11–13$65.1M$79.3M
Land, buildings, equipmentLn 10c$6.7M$7.5M
Total assetsLn 16$145.1M$178.8M
LiabilitiesLn 26$81.2M$107.2M
Net assetsLn 32$63.8M$71.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.9M$1.9M
Grants to domestic individualsLn 2$160K$160K
Pay of current officers, directors and key staffLn 5$5.1M$5.1M
Other salaries and wagesLn 7$16.2M$574K$15.6M
Pension plan contributionsLn 8$700K$700K
Other employee benefitsLn 9$3.0M$3.0M
Payroll taxesLn 10$1.6M$1.6M
Legal feesLn 11b$221K$221K
Accounting feesLn 11c$243K$243K
Other fees for servicesLn 11g$67.3M$67.3M
Advertising and promotionLn 12$768K$768K
Office expensesLn 13$37K$37K
OccupancyLn 16$829K$829K
TravelLn 17$51K$51K
Conferences, conventions and meetingsLn 19$30K$30K
Depreciation, depletion and amortizationLn 22$2.4M$2.4M
InsuranceLn 23$342K$342K
Other expenses (24a–d)Ln 24$400.2M$395.7M$4.5M
Total functional expensesLn 25$501.1M$465.7M$35.4M$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 Viewing $508.4M$501.1M$7.3M$71.7M 990 PDF
FY2020 $449.1M$448.1M$966K$63.8M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $508,376,761 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $506,660,216$506,660,216
VIII-3 Investment incomeExcluded from tax $142,080$142,080
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,450,539$1,450,539
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $123,926$123,926
VIII-12 Total revenueRelated to mission $506,660,216 · Unrelated business $0 · Excluded from tax $1,716,545$508,376,761
Part IX · Statement of functional expenses $501,079,270 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $1,893,008$1,893,008
IX-2 Grants to domestic individualsPrograms $160,116$160,116
IX-5 Pay of current officers, directors and key staffManagement $5,062,185$5,062,185
IX-7 Other salaries and wagesPrograms $574,445 · Management $15,643,147$16,217,592
IX-8 Pension plan contributionsManagement $699,951$699,951
IX-9 Other employee benefitsManagement $3,042,949$3,042,949
IX-10 Payroll taxesManagement $1,597,580$1,597,580
IX-11b Legal feesManagement $220,872$220,872
IX-11c Accounting feesManagement $242,925$242,925
IX-11g Other fees for servicesPrograms $67,323,159$67,323,159
IX-12 Advertising and promotionManagement $768,384$768,384
IX-13 Office expensesManagement $37,357$37,357
IX-16 OccupancyManagement $829,014$829,014
IX-17 TravelManagement $50,679$50,679
IX-19 Conferences, conventions and meetingsManagement $30,227$30,227
IX-22 Depreciation, depletion and amortizationManagement $2,374,077$2,374,077
IX-23 InsuranceManagement $341,869$341,869
IX-24 Other expenses (24a–d)Programs $395,728,162 · Management $4,459,164$400,187,326
IX-25 Total functional expensesPrograms $465,678,890 · Management $35,400,380 · Fundraising $0$501,079,270
Part X · Balance sheet $178,821,617 assets, 12 lines filed
X-2 Savings and temporary cash investmentsStart of year $48,377,088$58,642,215
X-4 Accounts receivableStart of year $22,192,866$31,361,208
X-9 Prepaid expenses and deferred chargesStart of year $2,679,438$2,062,630
X-10c Land, buildings and equipment, netStart of year $6,723,217$7,462,040
X-11 Publicly traded securitiesStart of year $65,085,817$79,293,524
X-16 Total assetsStart of year $145,058,426$178,821,617
X-17 Accounts payable and accrued expensesStart of year $18,653,029$35,073,433
X-25 Other liabilitiesStart of year $62,561,137$72,078,593
X-26 Total liabilitiesStart of year $81,214,166$107,152,026
X-27 Net assets without donor restrictionsStart of year $63,844,260$71,669,591
X-32 Total net assets or fund balancesStart of year $63,844,260$71,669,591
X-33 Total liabilities and net assetsStart of year $145,058,426$178,821,617
Part XI · Reconciliation of net assets $71,669,591 net assets at year end
XI-1 Total revenue$508,376,761
XI-2 Total expenses$501,079,270
XI-3 Revenue less expenses$7,297,491
XI-4 Net assets at start of year$63,844,260
XI-5 Net unrealized gains (losses) on investments$527,840
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$71,669,591

Form 990 e-file (XML) FY2021 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.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

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.