2021-11-15T16:00:19-06:00 2020-12-31 571157523 APRIO LLP 5 CONCOURSE PARKWAY SUITE 1000 ATLANTA GA 30328 990 2020-01-01 814389177 ONESHARE HEALTH LLC ONES 6826517400 3701 REGENT BLVD STE 150 IRVING TX 75063 JEFF GARY CEO 6826517400 2021-11-15 1 JEFF GARY 999009999 ANGELA T DOTSON P00645864 4048929651 2021-11-15 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X JEFF GARY 3701 REGENT BLVD STE 150 IRVING TX 75063 145404329 0 X WWW.ONESHAREHEALTH.COM X LIMITED LIABILITY COMPANY 2016 VA FACILITATING THE SHARING OF MEDICAL NEEDS TO BEAR ONE ANOTHER'S BURDENS TO FULFILL THE LAW OF CHRIST. GAL. 6:2. 5 3 463 0 0 0 0 139114469 24255 6265605 145404329 299744 59635731 28521341 0 0 57319728 145776544 -372215 11646483 11274268 0 11646483 11274268 THIS HEALTH CARE SHARING MINISTRY ENABLES ITS CHRISTIAN COMMUNITY TO "FULFILL THE LAW OF CHRIST" BY SHARING THE BURDENS OF ONE ANOTHER'S MEDICAL NEEDS. GAL. 6:2. IT IS A BIBLICALLY CHRISTIAN, NON-INSURANCE APPROACH TO SUCH NEEDS. 0 0 122281368 299744 145380074 ONESHARE HEALTH: ONESHARE'S CORE VALUES ARE EMBODIED IN RELATED BIBLICAL COMMANDS. THE FIRST, WHICH JESUS IDENTIFIED AS THE "GREATEST COMMANDMENT" IN ALL OF SCRIPTURE, IS TO THOROUGHLY LOVE BOTH GOD AND NEIGHBOR (E.G., MATTHEW 22:36-40; MARK 12:28-34; LUKE 10:25-28). THE SECOND IS TO CARRY THE BURDENS OF OTHERS (E.G., GALATIANS 6:2) AND CARE FOR THEM AS ONE WOULD ONESELF, OFTEN CALLED THE GOLDEN RULE, AND EPITOMIZED IN THE PARABLE OF THE GOOD SAMARITAN (LUKE 10:25-37). ONESHARE'S MISSION ORIGINATES IN THE ANABAPTIST FAITH, WHICH PIONEERED HEALTH CARE SHARING MINISTRIES. THAT MISSION IS TO ENABLE ITS ENTIRE CHRISTIAN MEMBERSHIP COMMUNITY TO "BEAR ONE ANOTHER'S BURDENS AND SO FULFILL THE LAW OF CHRIST" BY BEARING AND SHARING THE FINANCIAL, SPIRITUAL, AND OTHER BURDENS OF ONE ANOTHER'S MEDICAL NEEDS. GAL. 6:2. 122281368 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 982 0 1 463 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 X BRIDGET FOSTER 6826517400 3701 REGENT BLVD STE 150 IRVING TX 75063 TYLER HOCHSTETLER CHAIRMAN 8.00 7.00 X X 0 0 0 CECILE H BLEDSOE DIRECTOR 5.00 5.00 X 27083 0 0 PAMELA V WOODSON DIRECTOR 5.00 5.00 X 12500 0 0 MIKE HUCKABEE DIRECTOR 5.00 5.00 X 90000 0 0 ALLEN KERR DIRECTOR & CHIEF ADMIN OFFICER 40.00 X X 213744 0 6842 JIM GARDNER DIRECTOR (THRU 12/6/2020) 8.00 8.00 X 121500 0 0 MATTHEW SZYMANSKI DIRECTOR 5.00 5.00 X 28334 0 0 ALEXANDER CARDONA CEO AND DIRECTOR (THROUGH 12/6/2020) 40.00 X X 448325 0 16935 TRACY BERWICK CHIEF OPERATING OFFICER 40.00 X 382645 0 42521 WILLIAM COMBS CHIEF LEGAL OFFICER AND GENERAL COUNSEL 40.00 X 325602 0 11984 CATHERINE FOGLIANO CHIEF SALES OFFICER 40.00 X 230619 0 3784 NANCY ATKINS CHIEF REGULATORY OFFICER AND EVP OF GOVT RELATION 40.00 X 230464 0 3161 TOBY BUCKALEW CHIEF INFORMATION OFFICER 40.00 X 188200 0 23131 MIHAIL CHIRU-DANZER CHIEF EXPERIENCE OFFICER 40.00 X 190601 0 37856 REBECCA ROERICK CHIEF HUMAN RESOURCES OFFICER 40.00 X 59269 0 0 COURTNEY TRAYLOR CHIEF FINANCIAL OFFICER 40.00 X 55827 0 5373 KIMBERLY WATERS EXECUTIVE VP OF SHARING OPERATIONS 40.00 X 197743 0 3945 DAVID JOHNSON VP OF OPERATIONS 40.00 X 183789 0 32346 VICTORIA DAMONE EXECUTIVE VP OF STRATEGIC PARTNERSHIPS 40.00 X 160992 0 7564 ROBERT BOGDAN VP OF COMPLIANCE/ASST GENERAL COUNSEL 40.00 X 157501 0 20455 MICHAEL BAUM SENIOR VP NATIONAL SALES 40.00 X 180142 0 17412 3484880 0 233309 15 0 1 0 HEALTH CHOICE ONE 1530 CORPORATE WOODS PKWY UNIONTOWN OH 44685 MEMBER ENROLLMENT 4820348 APOLLO INSURANCE CALL CENTER 330 SE DOUGLAS ST LEES SUMMIT MO 22727 MEMBER ENROLLMENT 3513234 HEALTHGUYS 5650 N RIVERSIDE DR STE 200 FORT WORTH TX 75052 MEMBER ENROLLMENT 2844390 I LIFE AND HEALTH 1050 E PERRIN AVE SUITE 107 FRESNO CA 75219 MEMBER ENROLLMENT 2681363 ONVIANT 5838 EDISON PLACE SUITE 201 CARLSBAD CA 30326 MEMBER ENROLLMENT 2083179 57 HEALTH MEMBERSHIP RECEIPTS 524298 136664525 136664525 APPLICATION FEES 524298 2378346 2378346 PRESCRIPTION PROVIDER FEES 524298 71598 71598 139114469 24255 24255 MISCELLANEOUS INCOME 900099 6265605 6265605 6265605 145404329 145380074 0 24255 X 293744 293744 6000 6000 59635731 59635731 3951949 3561840 390109 17669484 12188891 5480593 148507 96372 52135 5502269 5110152 392117 1249132 921918 327214 3642892 3642892 41307514 37851013 3456501 1305881 1305881 2388335 1162528 1225807 314886 314886 296867 127157 169710 290175 290175 310843 310843 FINANCIAL FEES 3126602 3126602 SOFTWARE LICENSE AND FE 3006262 3006262 ORGANIZATIONAL SUPPORT 1108806 1108806 DUES AND SUBSCRIPTIONS 139197 139197 81468 20141 61327 145776544 122281368 23495176 0 8186087 2305106 1080637 359789 0 720848 0 62227 11646483 11274268 0 0 X 11646483 11274268 11646483 11274268 11646483 11274268 -372215 0 X X 0 1 X 1 0 X 145380073 145380073 145380073 145380073 0 0 0 145380073 24255 24255 24255 24255 145404328 145404328 X 0 0 0 1 250 0 0 1 30000 0 0 30250 0 PART II-B, LINE 1: MAILINGS TO MEMBERS, LEGISLATORS, AND THE PUBLIC. COMPENSATION FOR LOBBYING ACTIVITIES. 87997 83519 4478 932988 258280 674708 59652 17990 41662 720848 145404329 0 145404329 0 145404329 145776544 0 145776544 0 145776544 1 ADAPTIVE TRAINING FOUNDATION 4125 OLD DENTON RD CARROLLTON TX 75010 471872676 501(C)3 50000 GENERAL SUPPORT EVANGELICAL ALLIANCE MISSION PO BOX 1683 CARROL STREAM IL 60132 362169146 501(C)3 36000 GENERAL SUPPORT TIM TEBOW FOUNDATION 2220 COUNTY RD JACKSONVILLE FL 32259 274345913 501(C)3 171666 GENERAL SUPPORT/ NIGHT TO SHINE 3 VARIOUS GIFTS TO MISSIONARIES 2 6000 PART I, LINE 2: A REQUEST IS RECEIVED OR A SUGGESTION IS MADE REGARDING ISSUING A GRANT. IT IS REVIEWED AND DECIDED UPON AMONG MANAGEMENT. ACCOUNTING ISSUES THE PAYMENT. ONESHARE HEALTH ONLY PROVIDES GRANTS TO OTHER 501(C)(3) ORGANIZATIONS WITH PURPOSES THAT ARE COMPATIBLE WITH ONESHARE'S PURPOSES. X X X 1 1 X X X X 1 0 0 0 0 0 0 0 1 0 ALLEN KERR DIRECTOR & CHIEF ADMIN OFFICER 213744 0 0 0 0 0 0 0 6842 0 220586 0 0 0 ALEXANDER CARDONA CEO AND DIRECTOR (THROUGH 12/6/2020) 429287 0 0 0 19038 0 0 0 16935 0 465260 0 0 0 TRACY BERWICK CHIEF OPERATING OFFICER 382645 0 0 0 0 0 19231 0 23290 0 425166 0 0 0 WILLIAM COMBS CHIEF LEGAL OFFICER AND GENERAL COUN 325602 0 0 0 0 0 5769 0 6215 0 337586 0 0 0 CATHERINE FOGLIANO CHIEF SALES OFFICER 230619 0 0 0 0 0 0 0 3784 0 234403 0 0 0 NANCY ATKINS CHIEF REGULATORY OFFICER AND EVP OF 230464 0 0 0 0 0 3000 0 161 0 233625 0 0 0 TOBY BUCKALEW CHIEF INFORMATION OFFICER 188200 0 0 0 0 0 6000 0 17131 0 211331 0 0 0 MIHAIL CHIRU-DANZER CHIEF EXPERIENCE OFFICER 190601 0 0 0 0 0 14566 0 23290 0 228457 0 0 0 KIMBERLY WATERS EXECUTIVE VP OF SHARING OPERATIONS 197743 0 0 0 0 0 0 0 3945 0 201688 0 0 0 DAVID JOHNSON VP OF OPERATIONS 183789 0 0 0 0 0 22284 0 10062 0 216135 0 0 0 VICTORIA DAMONE EXECUTIVE VP OF STRATEGIC PARTNERSHI 160992 0 0 0 0 0 0 0 7564 0 168556 0 0 0 ROBERT BOGDAN VP OF COMPLIANCE/ASST GENERAL COUNSE 157501 0 0 0 0 0 0 0 20455 0 177956 0 0 0 MICHAEL BAUM SENIOR VP NATIONAL SALES 150142 0 0 0 30000 0 0 0 17412 0 197554 0 0 0 PART I, LINE 1A THE ORGANIZATION HAS A WRITTEN TRAVEL POLICY FOR ALL OFFICERS THAT DESCRIBES UNDER WHAT CIRCUMSTANCES A BOARD MEMBER OR OFFICER MAY TRAVEL FIRST CLASS. PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN 2020: CATHERINE FOGLIANO ($100,000), MICHAEL BAUM ($30,000), AND ALEXANDER CARDONA ($19,038.47). PART I, LINE 8 PART I, LINE 8: COMPENSATION FOR THE FOLLOWING INDIVIDUALS WAS PAID PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-4(A)(3): MIKE HUCKABEE, ALLEN KERR, WILLIAM COMBS, AND NANCY ATKINS. HOCHSTETLER LAW FIRM PC ENTITY OWNED BY DIRECTOR 300000 LEGAL SERVICES 0 JIM GARDNER BOARD MEMBER 121500 EXECUTIVE COACHING 0 FORM 990, PART VI, SECTION A, LINE 4 THE OPERATING AGREEMENT BETWEEN ONESHARE INTERNATIONAL AND ONESHARE HEALTH WAS REVISED DURING 2020. THE NEW OPERATING AGREEMENT IS EFFECTIVE AS OF SEPTEMBER 10, 2020. FORM 990, PART VI, SECTION A, LINE 6 ONESHARE INTERNATIONAL IS THE SINGLE MEMBER OF ONESHARE HEALTH. FORM 990, PART VI, SECTION A, LINE 7A ONESHARE INTERNATIONAL IS THE SINGLE MEMBER OF ONESHARE HEALTH LLC, AND SHARES COMMON MANAGEMENT AND A COMMON BOARD OF DIRECTORS (SERVING BOTH ORGANIZATIONS). FORM 990, PART VI, SECTION A, LINE 7B AS ONESHARE HEALTH'S SINGLE MEMBER, ONESHARE INTERNATIONAL HAS AUTHORITY OVER ONESHARE HEALTH'S GOVERNANCE. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER FOR REVIEW AND COMMENT BEFORE THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANYONE WITH A CONFLICT OF INTEREST IS REQUIRED BY POLICY TO DISCLOSE THAT CONFLICT TO THE BOARD. IF IT WERE DISCOVERED THAT SOMEONE FAILED TO DISCLOSE A CONFLICT OF INTEREST, REMEDIAL ACTION WOULD BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS USES CONSULTANTS, SURVEYS, AND COMPARABILITY DATA REGARDING RELEVANT NONPROFIT AND HEALTHCARE ORGANIZATIONS TO DETERMINE THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND ITS RELEVANT COMMITTEES. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE 1023, 990, AND AUDIT REPORT ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G IT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,324,676. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,324,676. OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,038,170. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,038,170. PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 93,655. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,655. RECRUITING AND ENROLLMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 37,851,013. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,851,013. ONESHARE HEALTH LLC IS A SINGLE-MEMBER LLC (WHOLLY OWNED SUBSIDIARY) OF ITS PARENT ONESHARE INTERNATIONAL (PARENT). ACTIVITIES FOR ONESHARE HEALTH, LLC PRIOR TO 2020 WERE INCLUDED IN ITS PARENT'S FORM 990S AS A SCHEDULE R "DISREGARDED ENTITY AND INCLUDED IN THE REPORTING OF THE PARENT UNTIL THE IRS ISSUED A TAX-EXEMPT DETERMINATION FOR ONESHARE HEALTH LLC. PART XII, LINE 2C THE AUDIT COMMITTEE OF ONESHARE INTERNATIONAL, THE PARENT COMPANY OF ONESHARE HEALTH, LLC, WAS ESTABLISHED FOR THE TAX PERIOD PRESENTED AND HAS REVIEWED THE AUDIT AND THE TAX REPORTS BASED ON THOSE AUDITED STATEMENTS. ONESHARE INTERNATIONAL - PARENT OF ONESHARE HEALTH 3701 REGENT BLVD SUITE 150 IRVING TX 75063 474084390 HEALTH SHARING VA 501(C)(3) 509(A)(2) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ONESHARE INTERNATIONAL (PARENT) B 1382755 PURSUANT TO AGREEMENT