SHARP HEALTH PLAN: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SHARP HEALTH PLAN (EIN 33-0519730)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-15
- IRS object ID
- 202522279349303262
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-15T15:01:19+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ernst & Young US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 Von Karman Avenue | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330519730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sharp Health Plan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 8584998391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8695 Spectrum Center Blvd | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921231489 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Melissa Hayden-Cook | PersonNm |
| Person Title | CEO-SHP | PersonTitleTxt |
| Phone | 8584998391 | PhoneNum |
| Signature | 2025-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kara Adams | PreparerPersonNm |
| PTIN | P00023315 | PTIN |
| Phone | 9497942300 | PhoneNum |
| Preparation | 2025-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Melissa Hayden-Cook | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8695 Spectrum Center Blvd | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921231489 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,097,577,952 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.sharphealthplan.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE HEALTH AND TO SERVE THE COMMUNITY INTERESTS OF THE RESIDENTS OF CALIFORNIA, BY OPERATION OF THE HEALTH MAINTENANCE ORGANIZATION AND BY THE PROVISION OF OTHER MANAGED HEALTH CARE SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 281 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $57,121 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $957,502,839 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,021,670,839 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,632,211 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,266,823 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $968,135,050 | PYTotalRevenueAmt |
| CY Total Revenue | $1,030,937,662 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,075,560 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $61,738 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,645,397 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,251,968 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $904,271,292 | PYOtherExpensesAmt |
| CY Other Expenses | $955,049,003 | CYOtherExpensesAmt |
| PY Total Expenses | $945,992,249 | PYTotalExpensesAmt |
| CY Total Expenses | $995,362,709 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,142,801 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $35,574,953 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $285,264,526 | TotalAssetsBOYAmt |
| Total Assets EOY | $331,009,264 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $95,620,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,125,515 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $189,644,368 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $245,883,749 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To promote the health and to serve the community interests of the residents of California, by operation of a health maintenance organization and by provision of other managed health care services. To support the charitable and community oriented mission and programs of the Sharp Healthcare system. To do generally all things and transact all business which any person or individual may lawfully do, not inconsistent with the purposes of the corporation or with the rights and purposes of a nonprofit organization. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $957,973,878 | ExpenseAmt |
| Grant | $61,738 | GrantAmt |
| Revenue | $1,021,670,839 | RevenueAmt |
| Desc | 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. Sharp Health Plan offers a variety of health insurance options for individuals, families and businesses that combine affordability and choice, while delivering high quality health care and personal service. Members have access to valuable plan enhancements, such as interactive wellness resources, dental discounts, Sharp Nurse Connection and our exclusive global emergency services program. In 2013, Sharp Health Plan was selected as one of 13 health plans to participate in Covered California's individual marketplace and one of six health plans to participate in Covered California's Small Business Health Options Program ("SHOP") marketplace for small businesses. See Community Benefits Report Summary on Schedule O. | Desc |
| Total Program Service Expenses | $957,973,878 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 281 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Summer Lee | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8584998391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8520 Tech Way Suite 200 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921231450 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Alison Fleury | ||||||||||
| SECRETARY, SVP BUSINESS DEVELOPMENT | 2.0 | 48.0 | Yes (X) | Yes (X) | $0 | $760,157 | $25,041 | |||
| Christopher D Howard | ||||||||||
| CHAIRMAN, PRESIDENT & CEO SHC | 2.0 | 50.0 | Yes (X) | Yes (X) | $0 | $2,449,448 | $17,675 | |||
| Melissa Hayden-Cook | ||||||||||
| VICE CHAIR, PRESIDENT & CEO-SHP | 47.0 | 4.0 | Yes (X) | Yes (X) | $0 | $999,435 | $24,697 | |||
| Susan Green | ||||||||||
| TREASURER AS OF 03/27/2024 | 2.0 | 52.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Alan Bier MD | ||||||||||
| DIRECTOR AS OF 12/04/2023 | 2.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Brett G McClain | ||||||||||
| DIRECTOR, CHIEF OPERATING OFFICER SHC | 1.0 | 48.0 | Yes (X) | $0 | $1,655,296 | $17,675 | ||||
| John Lemoine MD | ||||||||||
| CHIEF MEDICAL INFO OFFICER | 1.0 | 49.0 | Yes (X) | $0 | $676,940 | $31,605 | ||||
| Michael Reagin | ||||||||||
| DIRECTOR THRU 05/10/2024, SVP CIIO SHC | 2.0 | 48.0 | Yes (X) | $0 | $1,326,329 | $17,675 | ||||
| Sergio Flores MD | ||||||||||
| DIRECTOR AS OF 12/04/2023 | 6.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Rita Datko | ||||||||||
| CFO SHP | 50.0 | 0.0 | Yes (X) | $0 | $404,964 | $48,673 | ||||
| Cary Shames | ||||||||||
| CMO SHP | 50.0 | 0.0 | $0 | $655,576 | $31,913 | Yes (X) | ||||
| Leslie Pels-Beck | ||||||||||
| COO SHP | 60.0 | 0.0 | $0 | $376,711 | $46,027 | Yes (X) | ||||
| Michael Byrd | ||||||||||
| BUSINESS DEVELOPMENT OFFICER | 55.0 | 0.0 | $0 | $396,863 | $42,882 | Yes (X) | ||||
| Bahareh Khavarian | ||||||||||
| MEDICAL DIRECTOR | 40.0 | 0.0 | $0 | $332,900 | $24,435 | Yes (X) | ||||
| Gregory Limon | ||||||||||
| CHIEF ADMINISTRATIVE OFFICER | 50.0 | 0.0 | $0 | $275,870 | $23,469 | Yes (X) | ||||
| Lisa Arian | ||||||||||
| SR MEDICAL DIRECTOR | 55.0 | 0.0 | $0 | $404,477 | $34,201 | Yes (X) | ||||
| Robert Peters | ||||||||||
| PHYSICIAN REVIEWER | 40.0 | 0.0 | $0 | $271,986 | $23,225 | Yes (X) | ||||
| Zachary Contreras | ||||||||||
| DIR PHARMACY BENEFITS | 40.0 | 0.0 | $0 | $277,264 | $32,663 | Yes (X) | ||||
| Staci L Dickerson | ||||||||||
| FORMER OFFICER | 0.0 | 0.0 | $0 | $958,272 | $24,847 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $12,222,488 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $466,703 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Sharp Memorial Hospital | ||||||
| 8695 Spectrum Center Blvd | San Diego | CA | 921231489 | Medical Services | $273,432,721 | |
| Sharp Rees Stealy Medical Group | ||||||
| 4000 Ruffin Rd | San Diego | CA | 92123 | Medical Services | $208,025,552 | Suite E |
| Sharp Community Medical Group SD | ||||||
| 8695 Spectrum Center Ct | San Diego | CA | 92123 | Medical Services | $115,252,139 | FL 4 |
| Palomar Health | ||||||
| 15255 Innovation Dr | San Diego | CA | 92128 | Medical Services | $28,894,609 | Ste 150 |
| Rady Children's Hospital SD | ||||||
| 3020 Childrens Way | San Diego | CA | 92123 | Medical Services | $20,031,453 | MC 5001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 167 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $0 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EMPLOYER GROUP PREMIUMS | 524114 | $1,021,575,523 | $1,021,575,523 | |
| PARTNERSHIP INCOME | 523000 | $95,316 | $38,195 | $57,121 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,021,670,839 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,880,716 | TotalRevenueColumnAmt |
| Exclusion | $8,880,716 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,026,397 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,640,290 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $386,107 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $386,107 | TotalRevenueColumnAmt |
| Exclusion | $386,107 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,030,937,662 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,021,613,718 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $57,121 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,266,823 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,738 | TotalAmt |
| Program Services | $61,738 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,137,816 | TotalAmt |
| Program Services | $992,282 | ProgramServicesAmt |
| Management And General | $2,145,534 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,319,935 | TotalAmt |
| Program Services | $9,588,177 | ProgramServicesAmt |
| Management And General | $20,731,758 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,465 | TotalAmt |
| Program Services | $302,150 | ProgramServicesAmt |
| Management And General | $653,315 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,626,817 | TotalAmt |
| Program Services | $1,146,921 | ProgramServicesAmt |
| Management And General | $2,479,896 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,211,935 | TotalAmt |
| Program Services | $699,488 | ProgramServicesAmt |
| Management And General | $1,512,447 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,544,075 | TotalAmt |
| Program Services | $5,498,188 | ProgramServicesAmt |
| Management And General | $1,045,887 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,143 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $256,143 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,450 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $561,450 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $910,686,209 | TotalAmt |
| Program Services | $910,686,209 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,968,861 | TotalAmt |
| Program Services | $1,917,622 | ProgramServicesAmt |
| Management And General | $1,051,239 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,517,679 | TotalAmt |
| Program Services | $5,367,053 | ProgramServicesAmt |
| Management And General | $1,150,626 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,496,335 | TotalAmt |
| Program Services | $4,617,900 | ProgramServicesAmt |
| Management And General | $878,435 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,512,654 | TotalAmt |
| Program Services | $1,117,400 | ProgramServicesAmt |
| Management And General | $395,254 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,285 | TotalAmt |
| Program Services | $58,593 | ProgramServicesAmt |
| Management And General | $126,692 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,907 | TotalAmt |
| Program Services | $9,970 | ProgramServicesAmt |
| Management And General | $119,937 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,318 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $19,318 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,108 | TotalAmt |
| Program Services | $408,417 | ProgramServicesAmt |
| Management And General | $77,691 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,487 | TotalAmt |
| Program Services | $223,108 | ProgramServicesAmt |
| Management And General | $51,379 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ACA FEES | $7,668,912 | $7,668,912 | |
| DUES & SUBSCRIPTIONS | $4,210,147 | $3,537,273 | $672,874 |
| OTHER BANK FEES | $1,826,259 | $1,534,383 | $291,876 |
| SYSTEM ALLOCATION | $2,607,917 | $0 | $2,607,917 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,097,257 | TotalAmt |
| Program Services | $2,538,094 | ProgramServicesAmt |
| Management And General | $559,163 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995,362,709 | TotalAmt |
| Program Services | $957,973,878 | ProgramServicesAmt |
| Management And General | $37,388,831 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,732,030 | BOYAmt |
| EOY | $6,591,244 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,954,251 | BOYAmt |
| EOY | $126,978,736 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,688,813 | BOYAmt |
| EOY | $35,220,632 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,588,844 | BOYAmt |
| EOY | $2,563,547 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,281,582 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,176,131 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,261 | BOYAmt |
| EOY | $105,451 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,039,137 | BOYAmt |
| EOY | $158,762,536 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,699 | BOYAmt |
| EOY | $407,015 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $773,491 | BOYAmt |
| EOY | $380,103 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,264,526 | BOYAmt |
| EOY | $331,009,264 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,335,176 | BOYAmt |
| EOY | $56,626,036 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,858,929 | BOYAmt |
| EOY | $22,747,574 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,426,053 | BOYAmt |
| EOY | $5,751,905 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,620,158 | BOYAmt |
| EOY | $85,125,515 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,644,368 | BOYAmt |
| EOY | $245,883,749 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,644,368 | BOYAmt |
| EOY | $245,883,749 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,264,526 | BOYAmt |
| EOY | $331,009,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $35,574,953 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,482,183 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $182,245 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,553 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,994 | DepreciationAmt |
| Book Value | $5,559 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,193,029 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,093,137 | DepreciationAmt |
| Book Value | $99,892 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $105,451 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $5,404,482 |
| PENSION LIABILITY | $347,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,751,905 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,051,373,018 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,482,183 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$46,827 | OtherRevenueAmt |
| Revenue Not Reported | $20,435,356 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,030,937,662 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,030,937,662 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $995,315,882 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $995,315,882 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $46,827 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $46,827 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $995,362,709 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Sharp recognizes tax benefits from any uncertain tax positions only if it is more likely than not the tax position will be sustained, based solely on its technical merits, with the taxing authority having full knowledge of all relevant information. Sharp records a liability for unrecognized tax benefits from uncertain tax positions as discrete tax adjustments in the first interim period that the more likely than not threshold is not met. Sharp recognizes deferred tax assets and liabilities for temporary differences between the financial reporting basis and the tax basis of its assets and liabilities along with net operating loss and tax credit carry overs only for tax positions that meet the more likely than not recognition criteria. At September 30, 2024 and 2023, no such assets or liabilities were recorded. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Nonoperating portion of Pension and Other Post Retirement Benefits - -46827 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Nonoperating portion of Pension and Other Post Retirement Benefits - 46827 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Reinsurance | SpecificServicesProvidedTxt |
| Region Total Expenditures | $2,837,958 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,837,958 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,837,958 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Diego Food Bank | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9850 Distribution Ave | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 204374795 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $7,500 | CashGrantAmt |
| Purpose Of Grant | Sponsorship | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | THE MANAGEMENT TEAM EVALUATES REQUESTS FOR CONTRIBUTIONS FROM OUTSIDE ORGANIZATIONS TAKING INTO ACCOUNT HOW THEY ALIGN WITH THE ORGANIZATION'S MISSION. NO MONITORING IS DONE AFTER THE GRANT IS MADE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Christopher D Howard | ||||||||||||||
| CHAIRMAN, PRESIDENT & CEO SHC | $0 | $1,819,908 | $0 | $539,018 | $0 | $90,522 | $0 | $0 | $0 | $17,675 | $0 | $2,467,123 | $0 | $0 |
| Melissa Hayden-Cook | ||||||||||||||
| VICE CHAIR, PRESIDENT & CEO-SHP | $0 | $751,865 | $0 | $210,299 | $0 | $37,271 | $0 | $1,388 | $0 | $23,309 | $0 | $1,024,132 | $0 | $0 |
| Alison Fleury | ||||||||||||||
| SECRETARY, SVP BUSINESS DEVELOPMENT | $0 | $567,843 | $0 | $158,156 | $0 | $34,158 | $0 | $7,712 | $0 | $17,329 | $0 | $785,198 | $0 | $0 |
| Michael Reagin | ||||||||||||||
| DIRECTOR THRU 05/10/2024, SVP CIIO SHC | $0 | $989,157 | $0 | $331,790 | $0 | $5,382 | $0 | $0 | $0 | $17,675 | $0 | $1,344,004 | $0 | $0 |
| John Lemoine MD | ||||||||||||||
| CHIEF MEDICAL INFO OFFICER | $0 | $525,769 | $0 | $105,187 | $0 | $45,984 | $0 | $21,275 | $0 | $10,330 | $0 | $708,545 | $0 | $0 |
| Brett G McClain | ||||||||||||||
| DIRECTOR, CHIEF OPERATING OFFICER SHC | $0 | $1,221,533 | $0 | $401,201 | $0 | $32,562 | $0 | $0 | $0 | $17,675 | $0 | $1,672,971 | $0 | $0 |
| Staci L Dickerson | ||||||||||||||
| FORMER OFFICER | $0 | $696,073 | $0 | $245,174 | $0 | $17,025 | $0 | $11,210 | $0 | $13,637 | $0 | $983,119 | $0 | $0 |
| Rita Datko | ||||||||||||||
| CFO SHP | $0 | $324,956 | $0 | $75,161 | $0 | $4,847 | $0 | $31,736 | $0 | $16,937 | $0 | $453,637 | $0 | $0 |
| Cary Shames | ||||||||||||||
| CMO SHP | $0 | $485,773 | $0 | $113,047 | $0 | $56,756 | $0 | $14,850 | $0 | $17,063 | $0 | $687,489 | $0 | $0 |
| Michael Byrd | ||||||||||||||
| BUSINESS DEVELOPMENT OFFICER | $0 | $291,868 | $0 | $71,749 | $0 | $33,246 | $0 | $20,606 | $0 | $22,276 | $0 | $439,745 | $0 | $0 |
| Leslie Pels-Beck | ||||||||||||||
| COO SHP | $0 | $248,941 | $0 | $67,127 | $0 | $60,643 | $0 | $29,466 | $0 | $16,561 | $0 | $422,738 | $0 | $0 |
| Lisa Arian | ||||||||||||||
| SR MEDICAL DIRECTOR | $0 | $300,172 | $0 | $52,188 | $0 | $52,117 | $0 | $18,112 | $0 | $16,089 | $0 | $438,678 | $0 | $0 |
| Gregory Limon | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $0 | $231,213 | $0 | $34,420 | $0 | $10,237 | $0 | $21,582 | $0 | $1,887 | $0 | $299,339 | $0 | $0 |
| Bahareh Khavarian | ||||||||||||||
| MEDICAL DIRECTOR | $0 | $288,222 | $0 | $43,610 | $0 | $1,068 | $0 | $11,715 | $0 | $12,720 | $0 | $357,335 | $0 | $0 |
| Robert Peters | ||||||||||||||
| PHYSICIAN REVIEWER | $0 | $266,604 | $0 | $0 | $0 | $5,382 | $0 | $14,135 | $0 | $9,090 | $0 | $295,211 | $0 | $0 |
| Zachary Contreras | ||||||||||||||
| DIR PHARMACY BENEFITS | $0 | $238,797 | $0 | $36,841 | $0 | $1,626 | $0 | $10,991 | $0 | $21,672 | $0 | $309,927 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | The Compensation Committee of Sharp HealthCare retains an independent compensation consulting firm to review the total compensation paid to executive management (President/Chief Executive Officer, Chief Operating Officer, and Senior Vice Presidents) and compares it to the total compensation paid to similar positions with like institutions. The information is presented to the Compensation Committee of the Board of Directors by the independent consultant. The Compensation Committee is comprised of Board members who are not physicians and who are not compensated in any way by the organization. The Compensation Committee creates and approves the organization's Executive Compensation Philosophies and Strategies statement and as part of this approves the total compensation for the President/Chief Executive Officer and reviews and approves the total compensation recommendations for the remaining executive team. The Compensation Committee presents its decision to the Board of Directors. The Compensation Committee retains minutes of its meetings. The study was last conducted in January 2025. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Sharp HealthCare (Company) sponsor an Executive Benefit Plan (Plan) to provide designated executives with a reasonable level of benefits in return for their continued employment with the Company. The Plan is administered on a Plan Year Basis of January 1 to December 31. Changes in Flexible Benefits Options are permitted annually, effective January 1 of the new Plan Year. The provisions of the Plan, which were restated effective as of December 31, 2023, are described below as restated. The Plan is available to the Chief Executive Officer, Executive Vice President of the Hospital Operations, and Senior Vice Presidents. The Flexible Benefit allowance available to each participant each Plan Year shall equal the sum of the following: -A Company provided base allowance equal to 18% of the participant's base salary -A participant deferral up to 6% of the participant's Pre-Tax base salary for such Plan Year as elected by the participant -A Company match should the participant make an elective deferral for a Plan Year. The Company match begins at 2% for the first 1% elective deferral and increases 0.5% for each additional 1% elective deferral, to a maximum match of 4.5% on a 5% elective deferral. The Plan allows participants to use the Flexible Benefit Allowance to purchase additional long-term disability coverage, long-term care coverage, and flexible Survivor Coverage/Accumulation Benefits (Life Insurance). Participants in the Flexible Survivor Coverage/Accumulation Benefits Plan previously could elect to apply Flexible Benefit Allowance to acquire additional survivor coverage, or toward deposits to the Supplemental Survivor Accumulation Benefit Plan (SSAB) to fund Post-Retirement Survivor Benefits subject to the ERISA limit provided their policies were issued prior to September 18, 2003. The Company shall automatically continue whatever elective coverage and additional deposit elections that were in place for the SSAB during the 2008 Plan Year. No elective coverage or additional deposits were available to participants whose policies were issued on or after September 18, 2003. Any Flexible Benefit Allowance that remains after purchasing these additional coverage shall be paid to the participant in cash in equal installments throughout the Plan Year, not less frequently than quarterly. If the participant separates from service during the Plan Year, the participant forfeits any unpaid allowance. During the year ended December 31, 2023, there were no distributions from the plan. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 2a PART V, LINE 2A | Sharp Health Plan employees' salaries and wages are paid under Sharp HealthCare's tax ID number (EIN 95-6077327), and as such are also reported on Sharp HealthCare's Form 990. Sharp Health Plan does not directly employ individuals but leases all of its personnel from Sharp HealthCare, a related organization that exercises control over the health plan. These leased employees operate under the direction and supervision of Sharp Health Plan and perform all essential functions necessary for the health plan's operations. Sharp HealthCare, as the common law employer, is responsible for all employment-related obligations, including the payment of wages, withholding and remittance of employment taxes, and the filing of all required federal employment tax returns (e.g., Form 941) under its own Employer Identification Number (EIN). Accordingly, Sharp Health Plan has reported the number of leased employees on Line 2a. However, it answered "No" to Line 2b because it does not file the employment tax returns directly. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | Sharp HealthCare (FEIN 95-6077327) is the sole member of Sharp Health Plan. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | Sharp HealthCare, as the sole member of the corporation, has the right to elect and remove most board members. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | Sharp HealthCare, as the sole member of the corporation, has the right to elect and remove most board members. Sharp HealthCare also retains the approval rights afforded members for certain significant transactions (e.g. dissolution or sale or transfer of all or substantially all of the assets). |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FINAL FORM 990 IS PLACED ON THE ORGANIZATION'S INTRANET, PRIOR TO THE FILING DATE, WHERE IT IS VIEWABLE FOR COMMENT FROM ALL MEMBERS OF THE GOVERNING BODY. The board members are notified when the Form 990 is available on the intranet. THE REVIEW PROCESS INCLUDES MULTIPLE LEVELS OF REVIEW INCLUDING KEY CORPORATE AND ENTITY FINANCE DEPARTMENT PERSONNEL COMPRISED OF THE DIRECTOR OF TAX & ACCOUNTING, VICE PRESIDENT OF FINANCE, SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, AND ENTITY CHIEF FINANCIAL OFFICER. ADDITIONALLY, THE ORGANIZATION CONTRACTS WITH ERNST & YOUNG, AN INDEPENDENT ACCOUNTING FIRM, FOR REVIEW OF FORM 990. |
| Form 990, Part VI, Line 12c Conflict of interest policy | SHARP HEALTH PLAN HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH HAS BEEN REVIEWED AND APPROVED BY THE SHARP HEALTH PLAN GOVERNING BOARD. SHARP HEALTH PLAN IS COMMITTED TO PREVENTING ANY PARTICIPANT OF THE CORPORATION FROM GAINING ANY PERSONAL BENEFIT FROM INFORMATION RECEIVED OR FROM ANY TRANSACTION OF SHARP. ONE COMPONENT OF THE WRITTEN CONFLICT OF INTEREST POLICY REQUIRES THAT BOARD MEMBERS, CORPORATE OFFICERS, SENIOR VICE PRESIDENTS AND CHIEF EXECUTIVE OFFICER(S) SUBMIT A CONFLICT OF INTEREST STATEMENT ANNUALLY TO LEGAL SERVICES/SENIOR VICE PRESIDENT OF LEGAL SERVICES WHO WILL REVIEW ALL STATEMENTS. IN ADDITION, ALL VICE PRESIDENTS AND ANY EMPLOYEES IN THE PURCHASING/SUPPLY CHAIN, AUDIT AND COMPLIANCE, AND CASE MANAGEMENT/DISCHARGE PLANNING DEPARTMENTS ARE REQUIRED TO COMPLETE AN ONLINE CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY THAT IS REVIEWED BY THE CONFLICT REVIEW COMMITTEE COMPRISED OF EMPLOYEES FROM SHARP'S LEGAL, COMPLIANCE, AND INTERNAL AUDIT DEPARTMENTS. IN CONNECTION WITH ANY TRANSACTION OR ARRANGEMENT, WHICH MAY CREATE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE PERSON SHALL DISCLOSE IN WRITING THE EXISTENCE AND NATURE OF HIS/HER FINANCIAL INTEREST AND ALL MATERIAL FACTS. BOARD MEMBERS, CORPORATE OFFICERS, SENIOR VICE PRESIDENTS, AND THE CHIEF EXECUTIVE OFFICER(S) SHALL MAKE SUCH DISCLOSURES DIRECTLY TO THE CHAIRMAN OF THE BOARD, AND TO THE MEMBERS OF THE COMMITTEE WITH THE BOARD DESIGNATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. UPON DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, THE BOARD MEMBER, CORPORATE OFFICER, SENIOR VICE PRESIDENT OR THE CHIEF EXECUTIVE OFFICER(S) MAKING SUCH DISCLOSURES SHALL LEAVE THE BOARD OR THE COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IN CERTAIN INSTANCES, SUCH AS IF SOMEONE TAKES A BOARD SEAT ON A COMPETITOR'S BOARD OF DIRECTORS OR HAS A ROLE WITH AN ORGANIZATION WHEREBY THE INFORMATION THAT THEY MAY OBTAIN FROM SHARP WOULD PUT THEM IN A CONSISTENT CONFLICT WITH THEIR TWO ROLES, THE CONFLICT COULD CALL FOR THE INDIVIDUAL'S REMOVAL FROM THE BOARD. THE BYLAWS FOR THE ORGANIZATION PROVIDE FOR THE ABILITY TO REMOVE DIRECTORS IN ACCORDANCE WITH SECTION 5222 OF THE CALIFORNIA CORPORATIONS CODE. THIS CAN GENERALLY BE DONE ON A "FOR CAUSE A "NO CAUSE" BASIS BY THE ACTION OF THE MEMBER. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The Compensation Committee of Sharp HealthCare retains an independent compensation consulting firm to review the total compensation paid to executive management (President/Chief Executive Officer, Chief Operating Officer, and Senior Vice Presidents) and compares it to the total compensation paid to similar positions with like institutions. The information is presented to the Compensation Committee of the Board of Directors by the independent consultant. The Compensation Committee is comprised of Board members who are not physicians and who are not compensated in any way by the organization. The Compensation Committee creates and approves the organization's Executive Compensation Philosophies and Strategies statement and as part of this approves the total compensation for the President/Chief Executive Officer and reviews and approves the total compensation recommendations for the remaining executive team. The Compensation Committee presents its decision to the Board of Directors. The Compensation Committee retains minutes of its meetings. This review was last conducted in November 2024. The Compensation department engages a third-party independent consultant to conduct a compensation study covering officers and key employees. The independent third party compares base salaries to similar positions with like institutions. The information is reviewed by the Compensation department and is presented to the President/Chief Executive Officer, the Chief Operating Officer and the appropriate Senior Vice President for review and approval. This study was last conducted in January 2025. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE PERSONNEL COMMITTEE OF SHARP HEALTHCARE RETAINS AN INDEPENDENT COMPENSATION CONSULTING FIRM TO REVIEW THE TOTAL COMPENSATION PAID TO EXECUTIVE MANAGEMENT (CEO/PRESIDENT, EXECUTIVE VICE PRESIDENT OF HOSPITAL OPERATIONS, AND SENIOR VICE PRESIDENTS) AND COMPARES IT TO THE TOTAL COMPENSATION PAID TO SIMILAR POSITIONS WITH LIKE INSTITUTIONS. THE INFORMATION IS PRESENTED TO THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS BY THE INDEPENDENT CONSULTANT. THE PERSONNEL COMMITTEE IS COMPRISED OF BOARD MEMBERS WHO ARE NOT PHYSICIANS AND WHO ARE NOT COMPENSATED IN ANY WAY BY THE ORGANIZATION. THE PERSONNEL COMMITTEE APPROVES THE TOTAL COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND REVIEWS AND APPROVES THE COMPENSATION AND COMPENSATION SALARY RANGES FOR THE REMAINDER OF THE EXECUTIVE TEAM. THE PERSONNEL COMMITTEE PRESENTS ITS DECISION TO THE BOARD OF DIRECTORS. THE PERSONNEL COMMITTEE RETAINS MINUTES OF ITS MEETINGS. THE COMPENSATION AND BENEFITS DEPARTMENT ENGAGES A THIRD PARTY INDEPENDENT CONSULTANT TO CONDUCT A COMPENSATION STUDY COVERING OFFICERS AND KEY EMPLOYEES. THE INDEPENDENT THIRD PARTY COMPARES BASE SALARIES TO SIMILAR POSITIONS WITH LIKE INSTITUTIONS. THE INFORMATION IS REVIEWED BY THE COMPENSATION AND BENEFITS DEPARTMENT AND IS PRESENTED TO THE PRESIDENT/CHIEF EXECUTIVE OFFICER, THE EXECUTIVE VICE PRESIDENT OF HOSPITAL OPERATIONS AND THE APPROPRIATE SENIOR VICE PRESIDENT FOR REVIEW AND APPROVAL. THE COMPENSATION STUDY WAS LAST CONDUCTED IN JANUARY 2025. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC. POLICIES ARE CONSIDERED PROPRIETARY INFORMATION, HOWEVER IN SHARP HEALTHCARE'S PUBLICLY AVAILABLE CODE OF CONDUCT, SHARP OUTLINES ITS CONFLICT OF INTEREST POLICIES IN A USER FRIENDLY MANNER. THE ANNUAL AUDITED FINANCIAL STATEMENTS OF THE CONSOLIDATED GROUP ARE PUBLISHED ON THE DACBOND.COM WEBSITE (WWW.DACBOND.COM), ARE ATTACHED TO THE FORM 990 FILED FOR EACH OF THE SHARP HOSPITALS, AND ARE AVAILABLE UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENTS INCLUDE COMBINING SCHEDULES WHICH DISCLOSE THE FINANCIAL RESULTS (BALANCE SHEET, STATEMENT OF OPERATIONS, STATEMENT OF CHANGES IN NET ASSETS) FOR EACH ENTITY OF THE CONSOLIDATED GROUP. QUARTERLY FINANCIAL STATEMENTS OF SHARP'S OBLIGATED GROUP ARE PUBLISHED ON THE DACBOND.COM WEBSITE (WWW.DACBOND.COM). ADDITIONALLY, SHARP HEALTH PLAN HAS SEPARATELY STATED AUDITED FINANCIAL STATEMENTS THAT ARE ALSO AVAILABLE UPON REQUEST. FINANCIAL INFORMATION IS ALSO AVAILABLE IN THE ANNUAL AND QUARTERLY DEPARTMENT OF MANAGED HEALTH CARE (DMHC) FILINGS, WHICH ARE AVAILABLE ON THE DMHC WEBSITE (WWW.DMHC.CA.GOV). |
| Form 990, Part IX, Line 11g Other Fees | FEE FOR SERVICE MEDICAL EXPENSE - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: , Fundraising Expenses: ; CAPITATION MEDICAL EXPENSE - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: , Fundraising Expenses: ; PURCHASED SERVICE - Total Expense: 10795587, Program Service Expense: 10795587, Management and General Expenses: , Fundraising Expenses: ; BROKER COMMISSIONS - Total Expense: 17462881, Program Service Expense: 17462881, Management and General Expenses: , Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN MINIMUM PENSION LIABILITY - 182245; |
| Schedule F, Part I, Line 3(f) | ACTIVE BUSINESS PROPERTY: CASH, FAIR MARKET VALUE AND ADJUSTED BASIS OF $2,837,958 |
| Form 990, Schedule F Line 3 | Sharp Healthcare (95-6077327), the parent organization for SHP, files Form 5471, information Return of U.S. Persons With Respect To Certain Foreign Corporations, on behalf of SHP |
| Form 990 Part III Line 4a | See full Sharp HealthCare Annual Community Benefit Plan and Report at: https://www.sharp.com/about/community/community-benefits/benefit-report.cfm Sharp HealthCare (Sharp) is an integrated, regional health care delivery system based in San Diego, California. The Sharp system includes four acute care hospitals; three specialty hospitals; three affiliated medical groups; 27 medical centers; five urgent care centers; three skilled nursing facilities; two inpatient rehabilitation centers; hospice and home infusion programs; numerous outpatient facilities and programs; three charitable foundations; and a variety of other community health education programs and related services. Sharp also offers individual and group HMO coverage through Sharp Health Plan (SHP). Serving a population of approximately 3.3 million in San Diego County (SDC), as of September 30, 2024, Sharp is licensed to operate 2,210 beds and has 2,839 Sharp-affiliated physicians and 20,283 employees. Mission It is Sharp's mission to improve the health of those we serve with a commitment to excellence in all that we do. Sharp's goal is to offer quality care and services that set community standards, exceed patients' expectations and are provided in a caring, convenient, cost-effective and accessible manner. Vision Sharp's vision is to transform the health care experience and be the best place to work, the best place to practice medicine and the best place to receive care. Sharp will become the best health system in the universe. Sharp's core values are Integrity, Caring, Safety, Innovation and Excellence. This summary provides an overview of community benefit planning at Sharp HealthCare (Sharp), a listing of community needs addressed in this Community Benefit Plan and Report and a summary of community benefit programs and services provided by Sharp in fiscal year (FY) 2024 (Oct. 1, 2023, through Sept. 30, 2024). In addition, the summary reports the economic value of community benefit provided by Sharp, according to the framework specifically identified in Senate Bill 697 (SB 697), for the following entities: Sharp Chula Vista Medical Center (EIN 95-2367304) Sharp Coronado Hospital and Healthcare Center (EIN 95-0651579) Sharp Grossmont Hospital (33-0449527) Sharp Mary Birch Hospital for Women & Newborns (EIN 95-3782169) Sharp Memorial Hospital (EIN 95-3782169) Sharp Mesa Vista Hospital and Sharp McDonald Center (EIN 95-3782169) Sharp Health Plan (EIN 33-0519730) Community Benefit Planning at Sharp HealthCare Sharp bases its community benefit planning on its triennial community health needs assessments (CHNA) combined with the expertise in programs and services of each Sharp hospital. Listing of Community Needs Addressed in the Sharp HealthCare Community Benefit Plan and Report, FY 2024 * Access to care and financial support for uninsured and underinsured community members and individuals without a medical provider * Programs and services that provide community and social support to address health equity challenges * Education, screening and support programs for chronic health conditions and other health needs, including heart and vascular disease, stroke, cancer, diabetes, obesity and unintentional injuries * Aging care and support programs, including health education, support and screening activities for seniors and caregivers * Safety and support programs for seniors and people with disabilities * End-of-life and advance care planning services for hospice patients and their loved ones and the community * Support for community nonprofit health and social service organizations * Education and training for community health care professionals * Student and intern supervision, education and support * Collaboration with local schools to promote interest and provide health career pathways * Cancer patient navigation services and participation in clinical trials * Women's and prenatal/postnatal health services, support and education, including for high-risk pregnancies * Behavioral health and substance use education, screening and support for the community - including seniors and individuals experiencing homelessness * Provider education and protocol development to enhance community safety programming related to trauma-informed care, human trafficking and related topics Economic Value of Community Benefit Provided in FY 2024 In FY 2024, Sharp provided a total of $622,598,584 in community benefit programs and unreimbursed services. These financial figures represent unreimbursed community benefit costs after the impact of the Medi-Cal Hospital Fee Program. Total economic value of community benefit provided by each Sharp HealthCare entity in FY 2024 was as follows: Sharp Chula Vista Medical Center - $137,734,456 Sharp Coronado Hospital and Healthcare Center - $26,135,468 Sharp Grossmont Hospital - $176,955,168 Sharp Mary Birch Hospital for Women & Newborns - $13,768,020 Sharp Memorial Hospital - $231,447,432 Sharp Mesa Vista Hospital and Sharp McDonald Center - $36,420,863 Sharp Health Plan - $137,177 TOTAL FOR ALL ENTITIES - $622,598,584 Economic Value of Community Benefit Provided in FY 2024 by SB 697 Category and by Sharp entity was as follows: Sharp Chula Vista Medical Center: Medical Care Services - $136,045,388 Other Benefits for Vulnerable Populations - $417,808 Other Benefits for the Broader Community - $329,428 Health Research, Education and Training Programs - $941,832 TOTAL - $137,734,456 Sharp Coronado Hospital and Healthcare Center: Medical Care Services - $25,721,159 Other Benefits for Vulnerable Populations - $161,455 Other Benefits for the Broader Community - $120,185 Health Research, Education and Training Programs - $132,669 TOTAL - $26,135,468 Sharp Grossmont Hospital: Medical Care Services - $174,018,249 Other Benefits for Vulnerable Populations - $1,369,756 Other Benefits for the Broader Community - $765,634 Health Research, Education and Training Programs - $765,634 TOTAL - $176,955,168 Sharp Mary Birch Hospital for Women & Newborns: Medical Care Services - $13,271,365 Other Benefits for Vulnerable Populations - $62,478 Other Benefits for the Broader Community - $272,660 Health Research, Education and Training Programs - $161,517 TOTAL - $13,768,020 Sharp Memorial Hospital: Medical Care Services - $228,957,629 Other Benefits for Vulnerable Populations - $820,766 Other Benefits for the Broader Community - $549,273 Health Research, Education and Training Programs - $1,119,764 TOTAL - $231,447,432 Sharp Mesa Vista Hospital and Sharp McDonald Center: Medical Care Services - $34,840,108 Other Benefits for Vulnerable Populations - $1,102,645 Other Benefits for the Broader Community - $142,020 Health Research, Education and Training Programs - $336,090 TOTAL - $36,420,863 Sharp Health Plan: Other Benefits for Vulnerable Populations - $41,863 Other Benefits for the Broader Community - $90,064 Health Research, Education and Training Programs - $5,250 TOTAL - $137,177 The following are examples of community benefit programs and services provided by Sharp hospitals and entities in FY 2024. * Medical Care Services included uncompensated care for patients who are unable to pay for services and the unreimbursed costs of public programs such as Medi-Cal, Medicare, County Medical Services (CMS), Civilian Health and Medical Program of the Department of Veterans Affairs (CHAMPVA) and TRICARE. * Other Benefits for Vulnerable Populations included van transportation for patients to and from medical appointments; education as well as flu vaccinations for seniors; telephone reassurance and safety check program for isolated or homebound seniors and community members with disabilities; financial and other support to community clinics to assist in providing and improving access to health services; Project HELP (Project Hospital Emergency Liaison Program), which provides funding for medication and transportation to assist lower-income patients; contribution of time to the Jacobs & Cushman San Diego Food Bank, Feeding San Diego and Mama's Kitchen; the Sharp Humanitarian Service Program; and support services for patients experiencing homelessness and other health equity barriers. * Other Benefits for the Broader Community included health education and information provided on-site, virtually and in partnership with community-based organizations; participation in community health fairs and events addressing the unique needs of the community; health screenings; and support groups. Sharp also collaborated with local schools to promote interest in health care careers. Sharp executive leadership and staff also actively participated in numerous community organizations, committees and coalitions to improve the health of the community. See Appendix A for a listing of Sharp's involvement in community organizations. In addition, the category included costs associated with planning and operating community benefit programs, such as CHNA development |
| Form 990 Part III Line 4a | (Continuation of Part III, Line 4a narrative) * Health Research, Education and Training Programs included education and training programs for medical, nursing and other health care students and professionals, as well as supervision and support for students and interns. Time was also devoted to generalizable health-related research projects that were made available to the broader health care community. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SHARP CORONADO HOSPITAL AND HEALTHCARE | ||||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 921231489 | 950651579 | HOSPITAL | CA | 501(c)(3) | 3 | SHARP HEALTHCARE | Yes (true) |
| SHARP CHULA VISTA MEDICAL CENTER (SCVMC) | ||||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 921231489 | 952367304 | HOSPITAL | CA | 501(c)(3) | 3 | SHARP HEALTHCARE | Yes (true) |
| SHARP HEALTHCARE FOUNDATION (SHF) | ||||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 921231489 | 953492461 | HEALTHCARE FOUNDATION | CA | 501(c)(3) | 7 | SHARP HEALTHCARE | Yes (true) |
| SHARP MEMORIAL HOSPITAL (SMH) | ||||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 921231489 | 953782169 | HOSPITAL | CA | 501(c)(3) | 3 | SHARP HEALTHCARE | Yes (true) |
| SHARP HEALTHCARE (SHC) | ||||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 921231489 | 956077327 | HEALTHCARE ORGANIZATION | CA | 501(c)(3) | 3 | NA | false |
| GROSSMONT HOSPITAL CORPORATION | ||||||||||
| 555 GROSSMONT CENTER DRIVE | LA MESA | CA | 91942 | 330449527 | HOSPITAL | CA | 501(c)(3) | 3 | SHARP HEALTHCARE | Yes (true) |
| GROSSMONT HOSPITAL FOUNDATION | ||||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 921231489 | 330124488 | HOSPITAL FOUNDATION | CA | 501(c)(3) | 7 | GROSSMONT HOSPITAL CORPORATION | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | EINEIN |
|---|---|---|---|---|---|---|---|---|
| SHARP HEALTHCARE ACO-II LLC | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | OFFICES OF PHYSICIANS | CA | NA | N/A | |
| SHARP FREESTANDING SURGERY LLC | ||||||||
| 8695 SPECTRUM CENTER BLVD | SAN DIEGO | CA | 92123 | FREESTANDING AMBULATORY SURGERY | CA | NA | N/A | 874136918 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONTINUOUS QUALITY INSURANCE SPC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CAPTIVE INSURANCE COMPANY | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | CJ | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Sharp Memorial Hospital | ||
| M | $282,743,324 | Accrual |
| Grossmont Hospital Corporation | ||
| M | $1,160,663 | Accrual |
| Sharp Chula Vista Medical Center | ||
| M | $299,897 | Accrual |
| Sharp Coronado Hospital and Healthcare Center | ||
| M | $92,717 | Accrual |
| Continuous Quality Insurance SPC | ||
| R | $2,837,958 | Accrual |