Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
ALOHACARE
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1357 KAPIOLANI BLVD G-101
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HONOLULU, HI96814
D Employer identification number

99-0309519
E Telephone number

G Gross receipts $ 485,318,979
F Name and address of principal officer:
JOEL LUPER
1357 KAPIOLANI BLVD G-101
HONOLULU,HI96814
I
Tax-exempt status: ( 4 ) (insert no.) or
J
Website:
WWW.ALOHACARE.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1994
M State of legal domicile: HI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE MANAGED HEALTHCARE IN ACCORDANCE WITH QUEST, MEDICARE, AND MEDICAID.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 3
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 355
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 31,000 0
9 Program service revenue (Part VIII, line 2g) ......... 463,853,473 462,388,221
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,350,893 6,430,868
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 102,228 82,553
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 468,337,594 468,901,642
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,998,818 2,019,701
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 30,316,397 32,234,359
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 440,299,699 461,395,077
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 472,614,914 495,649,137
19 Revenue less expenses. Subtract line 18 from line 12....... -4,277,320 -26,747,495
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 180,384,185 139,685,064
21 Total liabilities (Part X, line 26)............. 106,436,910 98,522,826
22 Net assets or fund balances. Subtract line 21 from line 20..... 73,947,275 41,162,238
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: ALOHACARE IS A HAWAII CORPORATION THAT CONTRACTS WITH THE STATE OF HAWAII, DEPARTMENT OF HUMAN SERVICES MED-QUEST DIVISION TO PROVIDE MANAGED HEALTH CARE IN ACCORDANCE WITH THE STATE OF HAWAII 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 AND RECREATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE OF 1986 AS AMENDED.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 450,002,636 including grants of $ 2,019,701 ) (Revenue $ 462,388,221 )
HEALTH CARE PROGRAMS, GENERAL/OTHER: PROVIDE MANAGED HEALTH CARE SERVICES TO APPROXIMATELY 69,778 QUALIFIED MEDICAID MEMBERS, AND 2,141 MEDICARE MEMBERS WHO ARE RESIDENTS OF HAWAII.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses450,002,636
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
List of Attached Documents:
// Content
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
List of Attached Documents:
// Content
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
List of Attached Documents:
// Content
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
1,864
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
355
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
16
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
3
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
HI
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
ALOHACARE - CO DHARYL BONGBONGA1357 KAPIOLANI BLVD SUITE G-101   HONOLULU,HI96814 (808) 973-1650
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ALEXIS CHARPENTIER......................................................................
BOARD MEMBER
 1.00
.................
  		X           0 0 0
(2) EMMANUEL KINTU......................................................................
BOARD MEMBER
 1.00
.................
  		X           0 0 0
(3) NICHOLAS HUGHEY......................................................................
BOARD MEMBER
 1.00
.................
  		X           0 0 0
(4) JOHN WHITE......................................................................
BOARD MEMBER
 1.00
.................
  		X           0 0 0
(5) MILTON CORTEZ......................................................................
BOARD MEMBER
 1.00
.................
  		X           0 0 0
(6) JACEY LABORTE......................................................................
BOARD MEMBER
 1.00
.................
  		X           0 0 0
(7) BETTY JANE BJ OTT......................................................................
BOARD MEMBER
 1.00
.................
  		X           0 0 0
(8) GIDGET RUSCETTA......................................................................
BOARD MEMBER
 1.00
.................
  		X           0 0 0
(9) DEAN SHIGEMURA......................................................................
BOARD MEMBER
 1.00
.................
  		X           0 0 0
(10) DEBORAH ZYSMAN......................................................................
BOARD MEMBER
 1.00
.................
  		X           0 0 0
(11) DAVID DERAUF MD......................................................................
IMMEDIATE PAST PRESIDENT
 1.00
.................
  		X   X       0 0 0
(12) MARY ONEHA......................................................................
PRESIDENT
 1.00
.................
  		X   X       0 0 0
(13) RICHARD TAAFFE......................................................................
TREASURER
 1.00
.................
  		X   X       0 0 0
(14) CHERYL VASCONCELLOS......................................................................
VICE PRESIDENT
 1.00
.................
  		X   X       0 0 0
(15) JOHN VAZ MD......................................................................
VICE PRESIDENT
 1.00
.................
  		X   X       0 0 0
(16) CULLEY-TROTMAN FRANCOISE E......................................................................
CHIEF EXECUTIVE OFFICER
 40.00
.................
  		    X       546,803 0 40,262
(17) OKAMOTO GARY......................................................................
CHIEF MEDICAL OFFICER
 40.00
.................
  		    X       473,660 0 27,857
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MORGAN TODD........................................................................
CHIEF INFORMATION OFFICER
 40.00
.......................   		    X       375,819 0 43,100
(19) LUPER JOEL........................................................................
CHIEF FINANCIAL OFFICER
 40.00
.......................   		    X       340,991 0 42,252
(20) BRENNAN PATRICK........................................................................
CHIEF OPERATIONS OFFICER
 40.00
.......................   		    X       340,760 0 9,581
(21) MELLOR JUNE........................................................................
SENIOR V.P. COMPLIANCE/QUALITY
 40.00
.......................   		      X     333,094 0 30,659
(22) BRODERICK SAMRA........................................................................
V.P. HEALTH SERVICES
 40.00
.......................   		      X     298,721 0 11,349
(23) BANNISTER HANH........................................................................
SENIOR DIRECTOR OF PHARMACY
 40.00
.......................   		      X     288,214 0 27,954
(24) ARCENA PAULA........................................................................
V.P. OF EXTERNAL AFFAIRS
 40.00
.......................   		      X     296,127 0 19,274
(25) BORRELL VICKI........................................................................
POPULATION HEALTH OFFICER
 40.00
.......................   		      X     244,455 0 16,578
(26) OTA BRANDIE........................................................................
DIRECTOR OF HUMAN RESOURCES
 40.00
.......................   		      X     182,247 0 15,788
(27) JANICEK JEROME........................................................................
SR. DIRECTOR OF PLAN OPERATIONS
 40.00
.......................   		      X     243,911 0 8,183
(28) MAU RYAN........................................................................
SR. DIRECTOR OF BUSINESS SUPPORT SERVICES
 40.00
.......................   		      X     222,375 0 34,605
(29) HAIGHT MICHAEL........................................................................
SENIOR MEDICAL DIRECTOR
 40.00
.......................   		        X   383,984 0 32,233
(30) LUM KRIS........................................................................
DIRECTOR FINANCIAL PLANNING & ANALYSIS
 40.00
.......................   		        X   198,379 0 33,617
(31) CHOCK EVELYN........................................................................
SENIOR PHARMACY MANAGER
 40.00
.......................   		        X   191,310 0 7,624
(32) SONODA VALERIE........................................................................
SR. DIRECTOR PROVIDER OPS
 40.00
.......................   		        X   189,026 0 32,785
(33) FERNANDES RITABELLE........................................................................
MEDICAL DIRECTOR POPULATION HEALTH
 40.00
.......................   		        X   151,197 0 4,308
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 5,301,073 0 438,009
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 18
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
INTELLIRIDE INC

720 E BUTTERFIELD RD STE 300
LOMBARD,IL60148 		MEMBER TRANSPORTATION 1,478,036
THE CHARTIS GROUP LLC

220 W KINZIE STREET 3RD FLOOR
CHICAGO,IL60654 		CONSULTING 462,000
ACCUITY LLP

PO BOX 31000
HONOLULU,HI968495553 		ACCOUNTING SERVICES & CONSULTING 185,637
THE INSTITUTE FOR HUMAN SERVICES INC

PO BOX 98347
CHICAGO,IL606938347 		MEMBER HOUSING 165,280
CHANGE HEALTHCARE LLC

PO BOX 98347
CHICAGO,IL606938347 		DATA VALIDATION & SUPPORT 158,344
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 5
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......  
Program Service RevenueAmt Business Code
2a CAPITATION 624100 462,388,221 462,388,221    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 462,388,221
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 4,456,704     4,456,704
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 18,391,501  
b Less: cost or other basis and sales expenses 7b 16,408,485 8,852
c Gain or (loss) 7c 1,983,016 -8,852
d Net gain or (loss)......... 1,974,164     1,974,164
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a OTHER REVENUE 624100 82,553     82,553
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 82,553
12 Total revenue. See instructions..... 468,901,642 462,388,221 0 6,513,421
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 1,684,901 1,684,901
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 334,800 334,800
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 4,514,619   4,514,619  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 21,937,057 635,283 21,301,774  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 832,380   832,380  
9 Other employee benefits ....... 3,020,397   3,020,397  
10 Payroll taxes ........... 1,929,906   1,929,906  
11 Fees for services (non-employees):        
a Management ...... 437,153   437,153  
b Legal ......... 350,647   350,647  
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 90,075,340 90,075,340    
12 Advertising and promotion .... 1,202,422   1,202,422  
13 Office expenses ....... 112,772   112,772  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 744,432   744,432  
17 Travel ............ 426,976   426,976  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 91,846   91,846  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 2,303,056   2,303,056  
23 Insurance ... 367,958   367,958  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a OTHER EXPENSES - PROGR 357,272,312 357,272,312    
b OTHER EXPENSES - MANAGE 8,010,163   8,010,163  
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 495,649,137 450,002,636 45,646,501 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 87,560,968 2 53,766,646
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 8,279,763 4 14,898,988
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 2,770,878 9 2,352,445
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 12,659,528
b Less: accumulated depreciation 10b 8,848,995 4,597,226 10c 3,810,533
11 Investments—publicly traded securities . 77,175,350 11 64,856,452
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 33)... 180,384,185 16 139,685,064
Liabilities 17 Accounts payable and accrued expenses ..... 36,831,112 17 29,697,628
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 69,605,798 25 68,825,198
26 Total liabilities. Add lines 17 through 25.. 106,436,910 26 98,522,826
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 73,947,275 27 41,162,238
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 73,947,275 32 41,162,238
33 Total liabilities and net assets/fund balances ........ 180,384,185 33 139,685,064
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
468,901,642
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
495,649,137
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-26,747,495
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
73,947,275
5
Net unrealized gains (losses) on investments ...............
5
1,839,736
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
2,861,592
8
Prior period adjustments .....................
8
-10,738,870
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
41,162,238
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
ALOHACARE
 
Employer identification number

99-0309519
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....   7,365,678 5,619,615 1,746,063
c Leasehold improvements   5,293,850 3,229,380 2,064,470
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 3,810,533
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
PAYABLE TO RISK POOLS 945,803
ACCRUED MEDICAL CLAIMS 67,879,395







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 68,825,198
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 464,611,337
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d 8,852
e Add lines 2a through 2d ..................... 2e 8,852
3 Subtract line 2e from line 1.................. 3 464,602,485
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 4,299,157
c Add lines 4a and 4b.................... 4c 4,299,157
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 468,901,642
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 491,516,981
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d 8,852
e Add lines 2a through 2d.................... 2e 8,852
3 Subtract line 2e from line 1................... 3 491,508,129
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b 4,141,008
c Add lines 4a and 4b..................... 4c 4,141,008
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 495,649,137
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS RECLASSED FROM EXPENSE 8,852.
PART XI, LINE 4B - OTHER ADJUSTMENTS: PASS THROUGH REVENUE NETTED WITH EXPENSE -120,469. ADJUSTMENT FOR STATE RISK SHARE CONTRA REVENUE 4,419,626.
PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS RECLASSED FROM EXPENSE 8,852.
PART XII, LINE 4B - OTHER ADJUSTMENTS: PASS THROUGH EXPENSE NETTED WITH REVENUE -120,469. DIFFERENCE IN SAP & GAAP -158,149. ADJUSTMENT FOR SATATE RISK SHARE CONTRA REVENUE 4,419,626.
Schedule D (Form 990) (Rev. 1-2025)


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Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
ALOHACARE
 
Employer identification number
99-0309519
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) ALOHA HOUSE INC
P O BOX 791749
PAIA,HI96779 		99-0173804 501(C)(3) 15,000 0     DONATION
(2) ALOHA UNITED WAY
200 N VINEYARD NO 700
HONOLULU,HI968173938 		99-0073494 501(C)(3) 10,000 0     DONATION
(3) AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVENUE
DALLAS,TX752315129 		13-5613797 501(C)(3) 15,000 0     HEART WALK
(4) AMERICAN LUNG ASSOCIATION
810 RICHARDS STREET STE 750
HONOLULU,HI96813 		99-0080379 501(C)(3) 22,000 0     SPONSORSHIP
(5) BLOOD BANK OF HAWAII
2043 DILLINGHAM BLVD
HONOLULU,HI96819 		99-0073479 501(C)(3) 25,000 0     DONATION
(6) BOYS & GIRLS CLUBS OF MAUI INC
100 KANALOA AVE
KAHULUI,HI96732 		99-0272347 501(C)(3) 10,765 0     DONATION
(7) BOYS AND GIRLS CLUB OF HAWAII
1000 BISHOP STREET SUITE 505
HONOLULU,HI96813 		99-6005407 501(C)(3) 16,000 0     SPONSORSHIP
(8) CACHOLA MEDICAL CLINIC LLC
936 KALIHI ST
HONOLULU,HI96819 		26-3548885   8,249 0     2023 P4P PAYOUT QI
(9) CASTLE MEDICAL CENTER -LAIE
640 ULUKAHIKI STREET
KAILUA,HI96734 		99-0107330 501(C)(3) 6,016 0     2023 P4P PAYOUT QI
(10) CHILDREN'S DOCTORS LLC
1029 KAPAHULU AVE STE 409
HONOLULU,HI96816 		56-2662457   7,150 0     2023 P4P PAYOUT QI
(11) COMMUNITY CLINIC OF MAUI INC
PO BOX 31000
HONOLULU,HI968495618 		99-0303304 501(C)(3) 49,616 0     2023 P4P PAYOUT QI
(12) EAST HAWAII IPA
670 PONAHAWAI ST STE 117
HILO,HI96720 		99-0310967   12,500 0     SPONSORSHIP
(13) FAMILY HUI HAWAII
P O BOX 22596
HONOLULU,HI96817 		46-4318561 501(C)(3) 5,400 0     DONATION
(14) FAMILY PROMISE OF HAWAII
245 N KUKUI STREET 104
HONOLULU,HI96817 		20-2645489 501(C)(3) 7,500 0     SPONSORSHIP
(15) HAMAKUA HEALTH CENTER
45-549 PLUMERIA ST
HONOKAA,HI96727 		99-0115515 501(C)(3) 32,995 0     2023 P4P PAYOUT QI
(16) HANA HEALTH
PO BOX 14474
BELFAST,ME049154038 		99-0326154 501(C)(3) 8,525 0     2023 P4P PAYOUT QI
(17) HAWAII CHILDREN'S ACTION NETWORK SPEAKS
1200 ALA MOANA BLVD
HONOLULU,HI96814 		94-3257650 501(C)(3) 10,000 0     2024 GRANT
(18) HAWAII COALITION FOR HEALTH
PO BOX 25426
HONOLULU,HI968250426 		94-3266455 501(C)(3) 18,810 0     2023 P4P PAYOUT QI
(19) HAWAII LGBT LEGACY FOUNDATION
P O BOX 23300
HONOLULU,HI96823 		22-3969736 501(C)(3) 7,000 0     2024 HON PRIDE
(20) HAWAII MEALS ON WHEELS INC
P O BOX 236099
HONOLULU,HI968233520 		99-0198132 501(C)(3) 10,000 0     2024 GRANT
(21) HAWAII PRIMARY CARE ASSOC
1003 BISHOP ST STE 1810
HONOLULU,HI96813 		99-0268275 501(C)(3) 20,000 0     SPONSORSHIP
(22) HAWAII PRIMARY CARE ASSOC
1003 BISHOP ST STE 1810
HONOLULU,HI96813 		99-0268275 501(C)(3) 22,960 0     2024 GRANT
(23) HAWAII PUBLIC HEALTH INSTITUTE
850 RICHARDS STREET STE 201
HONOLULU,HI96813 		68-0637054 501(C)(3) 20,000 0     2024 GRANT
(24) HO'OLA LAHUI HAWAII
PO BOX 3990
LIHUE,HI96766 		99-0250542 501(C)(3) 11,666 0     2023 P4P PAYOUT QI
(25) IMUA FAMILY SERVICES
161 S WAKEA AVE
KAHULUI,HI96732 		99-0194402 501(C)(3) 6,000 0     SPONSORSHIP
(26) ISLAND OF HAWAII YMCA
300 W LANIKAULA ST
HILO,HI96720 		99-0092295 501(C)(3) 10,000 0     2024 GRANT
(27) KAHALA CHILDREN'S MEDICAL GROUP
4211 WAIALAE AVE STE 205
HONOLULU,HI96816 		26-4083530   6,900 0     2023 P4P PAYOUT QI
(28) KALIHI PALAMA HEALTH CENTER
PO BOX 17460
HONOLULU,HI968170460 		99-0161221 501(C)(3) 40,129 0     2023 P4P PAYOUT QI
(29) KAPA'A PEDIATRICS LLC
4-1461 KUHIO HWY
KAPAA,HI96746 		27-3391413   11,220 0     2023 P4P PAYOUT QI
(30) KAPIOLANI HEALTH FOUNDATION
55 MERCHANT STREET 26TH FLOOR
HONOLULU,HI96813 		99-0246364 501(C)(3) 10,000 0     DONATION
(31) KAUAI MEDICAL CLINIC
PO BOX 30180
HONOLULU,HI96820 		99-0326099 501(C)(3) 30,359 0     2023 P4P PAYOUT QI
(32) KEANUENUE PEDIATRICS LLC
615 PIIKOI ST STE 1501
HONOLULU,HI96814 		85-1534108   5,630 0     2023 P4P PAYOUT QI
(33) KIHEI WAILEA MEDICAL CENTER
C/O TEAM PRAXIS PO BOX 30460
HONOLULU,HI968200460 		99-0350911   10,970 0     2023 P4P PAYOUT QI
(34) KOKUA KALIHI VALLEY
2239 N SCHOOL ST
HONOLULU,HI96819 		99-0149797 501(C)(3) 66,408 0     2023 P4P PAYOUT QI
(35) KOKUA KALIHI VALLEY
2239 N SCHOOL ST
HONOLULU,HI96819 		99-0149797 501(C)(3) 20,000 0     SPONSORSHIP
(36) KOOLAU WOMENS HEALTH CARE INC
642 ULUKAHIKI ST STE 209
KAILUA,HI96734 		99-0296070   6,700 0     2023 P4P PAYOUT QI
(37) KO'OLAULOA HEALTH CENTER
PO BOX 395
KAHUKU,HI967312052 		73-1681833 501(C)(3) 10,508 0     2023 P4P PAYOUT QI
(38) LANAI COMMUNITY HEALTH CENTER
PO BOX 630142
LANAI CITY,HI96763 		20-2509287 501(C)(3) 11,842 0     2023 P4P PAYOUT QI
(39) LANAI COMMUNITY HEALTH CENTER
PO BOX 630142
LANAI CITY,HI96763 		20-2509287 501(C)(3) 20,000 0     2024 GRANT
(40) MALAMA KIDNEY CENTER LLC
1357 KAPIOLANI BLVD STE 1450
HONOLULU,HI96814 		36-4937822   20,585 0     2024 GRANT
(41) MARCH OF DIMES
1580 MAKALOA STREET STE 1200
HONOLULU,HI96814 		13-1846366 501(C)(3) 18,000 0     SPONSORSHIP
(42) MAUI LANI PHYSICIANS AND SURGEONS LLC
165 MAA STREET
KAHULUI,HI96732 		61-1706383   30,000 0     2024 GRANT
(43) MAUI MEDICAL GROUP INC
2180 MAIN STREET
WAILUKU,HI96793 		99-0176859   112,014 0     2023 P4P PAYOUT QI
(44) MEDICAID HEALTH PLANS OF AMERICA INC
1575 EYE STREET NW SUITE 300
WASHINGTON,DC20005 		90-0646692 501(C)(3) 15,000 0     SPONSORSHIP
(45) MOLOKAI OHANA HEALTH CARE INC
P O BOX 2040
KAUNAKAKAI,HI96748 		51-0437659 501(C)(3) 35,837 0     2023 P4P PAYOUT QI
(46) PACIFIC BASIN COMMUNICATIONS LLC
P O BOX 913
HONOLULU,HI96808 		99-0351467   21,466 0     SPONSORSHIP
(47) PALI MOMI MEDICAL CENTER (PHYSICIAN)
PO BOX 30180
HONOLULU,HI96820 		99-0274038 501(C)(3) 9,203 0     2023 P4P PAYOUT QI
(48) PUKALANI FAMILY PRACTICE LLC
81 MAKAWAO AVE STE 100
MAKAWAO,HI96768 		85-4198476   22,140 0     2023 P4P PAYOUT QI
(49) QUEENS MSSP ACO LLC
1301 PUNCHBOWL STREET
HONOLULU,HI96813 		83-0771278   62,386 0     2023 P4P PAYOUT QI
(50) SMMH-HHSC-KAUAI RGN CLINICS
P O BOX 337
WAIMEA,HI96796 		99-0262217   43,662 0     2023 P4P PAYOUT QI
(51) STRAUB CLINIC & HOSPITAL (CLINIC)
PO BOX 30180
HONOLULU,HI96820 		91-2151670 501(C)(3) 16,577 0     2023 P4P PAYOUT QI
(52) THE KIDS DOC LLC
579 FARRINGTON HWY STE 203
KAPOLEI,HI96707 		86-1412090   7,430 0     2023 P4P PAYOUT QI
(53) THE WAHIAWA CENTER FOR COMMUNITY HEALTH
302 CALIFORNIA AVE 106
WAHIAWA,HI96786 		45-5114944 501(C)(3) 26,976 0     2023 P4P PAYOUT QI
(54) UNITED SELF HELP
310 PAOAKALANI AVENUE
HONOLULU,HI96815 		99-0257124 501(C)(3) 10,000 0     2024 GRANT
(55) UNITED STATES VETERANS INITIATIVE
800 W 6TH STREET SUITE 1505
LOS ANGELES,CA90017 		95-4382752 501(C)(3) 10,000 0     2024 GRANT
(56) VENTURE MEDICAL 21 INC
733 BISHOP ST STE 2945
HONOLULU,HI96813 		46-0641609   11,880 0     2023 P4P PAYOUT QI
(57) WAIANAE COAST COMPREHENSIVE HEALTH CENTER
89-102 FARRINGTON HWY STE 3000
WAIANAE,HI96792 		99-0148164 501(C)(3) 249,438 0     2023 P4P PAYOUT QI
(58) WAIANAE COAST COMPREHENSIVE HEALTH CENTER
89-102 FARRINGTON HWY STE 3000
WAIANAE,HI96792 		99-0148164 501(C)(3) 25,000 0     SPONSORSHIP
(59) WAIKIKI HEALTH
PO BOX 20402
BELFAST,ME049154099 		99-0159253 501(C)(3) 34,908 0     2023 P4P PAYOUT QI
(60) WAIMANALO HEALTH CENTER
41-1347 KALANIANAOLE HWY
WAIMANALO,HI96795 		99-0273205 501(C)(3) 30,171 0     2023 P4P PAYOUT QI
(61) WAIMANALO HEALTH CENTER
41-1347 KALANIANAOLE HWY
WAIMANALO,HI96795 		99-0273205 501(C)(3) 97,000 0     2024 GRANT
(62) WEST HAWAII COMMUNITY HEALTH CENTER INC
75-5751 KUAKINI HWY STE 203
KAILUA KONA,HI96740 		20-0495394 501(C)(3) 51,410 0     2023 P4P PAYOUT QI
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
55
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
18
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) P4P QUALITY INCENTIVE 23 274,086      
(2) SCHOLARSHIP 7 35,000      
(3) DONATION 1 25,714      
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: ALOHACARE AWARDS QUALITY INCENTIVE PAYMENTS TO DIFFERENT ORGANIZATIONS IN THE COMMUNITY. THE QUALITY INCENTIVE PAYMENTS ARE AWARDED BASED ON DIFFERENT CRITERIA, INCLUDING PREVENTION AND/OR TREATMENT OF HEALTH RELATED ISSUES, HEALTHCARE NEEDS, AND THE OVERALL IMPROVEMENT OF HEALTH IN THE HAWAII COMMUNITY.
Schedule I (Form 990) Rev. 1-2025



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Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
ALOHACARE
 
Employer identification number

99-0309519
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1CULLEY-TROTMAN FRANCOISE E
CHIEF EXECUTIVE OFFICER 		(i)

(ii)		 451,153
-------------
0 		95,650
-------------
0 		0
-------------
0 		15,230
-------------
0 		25,032
-------------
0 		587,065
-------------
0 		0
-------------
0
2OKAMOTO GARY
CHIEF MEDICAL OFFICER 		(i)

(ii)		 406,440
-------------
0 		67,220
-------------
0 		0
-------------
0 		8,507
-------------
0 		19,350
-------------
0 		501,517
-------------
0 		0
-------------
0
3MORGAN TODD
CHIEF INFORMATION OFFICER 		(i)

(ii)		 319,913
-------------
0 		55,906
-------------
0 		0
-------------
0 		14,153
-------------
0 		28,947
-------------
0 		418,919
-------------
0 		0
-------------
0
4HAIGHT MICHAEL
SENIOR MEDICAL DIRECTOR 		(i)

(ii)		 323,954
-------------
0 		60,030
-------------
0 		0
-------------
0 		13,583
-------------
0 		18,650
-------------
0 		416,217
-------------
0 		0
-------------
0
5LUPER JOEL
CHIEF FINANCIAL OFFICER 		(i)

(ii)		 283,741
-------------
0 		57,250
-------------
0 		0
-------------
0 		13,305
-------------
0 		28,947
-------------
0 		383,243
-------------
0 		0
-------------
0
6MELLOR JUNE
SENIOR V.P. COMPLIANCE/QUALITY 		(i)

(ii)		 274,639
-------------
0 		58,455
-------------
0 		0
-------------
0 		9,742
-------------
0 		20,917
-------------
0 		363,753
-------------
0 		0
-------------
0
7BRENNAN PATRICK
CHIEF OPERATIONS OFFICER 		(i)

(ii)		 286,176
-------------
0 		54,584
-------------
0 		0
-------------
0 		9,581
-------------
0 		0
-------------
0 		350,341
-------------
0 		0
-------------
0
8BANNISTER HANH
SENIOR DIRECTOR OF PHARMACY 		(i)

(ii)		 246,739
-------------
0 		41,475
-------------
0 		0
-------------
0 		10,929
-------------
0 		17,025
-------------
0 		316,168
-------------
0 		0
-------------
0
9ARCENA PAULA
V.P. OF EXTERNAL AFFAIRS 		(i)

(ii)		 248,051
-------------
0 		48,076
-------------
0 		0
-------------
0 		10,816
-------------
0 		8,458
-------------
0 		315,401
-------------
0 		0
-------------
0
10BRODERICK SAMRA
V.P. HEALTH SERVICES 		(i)

(ii)		 254,325
-------------
0 		44,396
-------------
0 		0
-------------
0 		11,349
-------------
0 		0
-------------
0 		310,070
-------------
0 		0
-------------
0
11BORRELL VICKI
POPULATION HEALTH OFFICER 		(i)

(ii)		 205,827
-------------
0 		38,628
-------------
0 		0
-------------
0 		6,957
-------------
0 		9,621
-------------
0 		261,033
-------------
0 		0
-------------
0
12MAU RYAN
SR. DIRECTOR OF BUSINESS SUPPORT SER 		(i)

(ii)		 181,200
-------------
0 		41,175
-------------
0 		0
-------------
0 		9,147
-------------
0 		25,458
-------------
0 		256,980
-------------
0 		0
-------------
0
13JANICEK JEROME
SR. DIRECTOR OF PLAN OPERATIONS 		(i)

(ii)		 200,366
-------------
0 		43,545
-------------
0 		0
-------------
0 		8,183
-------------
0 		0
-------------
0 		252,094
-------------
0 		0
-------------
0
14LUM KRIS
DIRECTOR FINANCIAL PLANNING & ANALYS 		(i)

(ii)		 156,779
-------------
0 		41,600
-------------
0 		0
-------------
0 		8,159
-------------
0 		25,458
-------------
0 		231,996
-------------
0 		0
-------------
0
15SONODA VALERIE
SR. DIRECTOR PROVIDER OPS 		(i)

(ii)		 154,301
-------------
0 		34,725
-------------
0 		0
-------------
0 		7,837
-------------
0 		24,948
-------------
0 		221,811
-------------
0 		0
-------------
0
16CHOCK EVELYN
SENIOR PHARMACY MANAGER 		(i)

(ii)		 172,505
-------------
0 		18,805
-------------
0 		0
-------------
0 		7,624
-------------
0 		0
-------------
0 		198,934
-------------
0 		0
-------------
0
17OTA BRANDIE
DIRECTOR OF HUMAN RESOURCES 		(i)

(ii)		 147,586
-------------
0 		34,661
-------------
0 		0
-------------
0 		7,330
-------------
0 		8,458
-------------
0 		198,035
-------------
0 		0
-------------
0
18FERNANDES RITABELLE
MEDICAL DIRECTOR POPULATION HEALTH 		(i)

(ii)		 151,197
-------------
0 		0
-------------
0 		0
-------------
0 		4,308
-------------
0 		0
-------------
0 		155,505
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A DISCRETIONARY SPENDING AND SOCIAL CLUB DUES ARE APPROVED BY BOARD OF DIRECTORS AS DOCUMENTED IN THE EMPLOYMENT CONTRACTS.
Schedule J (Form 990) (Rev. 1-2025)

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Schedule L
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
ALOHACARE
 
Employer identification number

99-0309519
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ............... $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) (Rev. 1-2025)
Schedule L (Form 990) (Rev. 1-2025)
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) QUEENS HEALTH SYSTEMS QUEEN EMMA CLINICS
  		DIRECTOR OF ALOHACARE'S BOD 77,110,271 SERVICES RENDERED   No
(2) NICHOLAS HUGHEY WAIANAE COAST COMP HEALTH CENTER
  		DIRECTOR & SECRETARY OF ALOHACARE'S BOD 16,313,295 SERVICES RENDERED   No
(3) GIDGET RUSCETTA PALI MOMI MEDICAL CENTER
  		DIRECTOR OF ALOHACARE'S BOD 10,047,565 SERVICES RENDERED   No
(4) RICHARD TAAFFE HAWAII ISLAND COMMUNITY HEALTH CENTER
  		DIRECTOR & TREASURER OF ALOHACARE'S BOD 3,223,120 SERVICES RENDERED   No
(5) JOHN VAZ COMMUNITY CLINIC OF MAUI
  		DIRECTOR & VP OF ALOHACARE'S BOD 2,898,367 SERVICES RENDERED   No
(6) DAVID DERAUF KOKUA KALIHI VALLEY
  		DIRECTOR OF ALOHACARE'S BOD 2,679,584 SERVICES RENDERED   No
(7) EMMANUEL KINTU KALIHI PALAMA HEALTH CENTER
  		DIRECTOR OF ALOHACARE'S BOD 2,289,560 SERVICES RENDERED   No
(8) ALEXIS CHARPENTIER WAIKIKI HEALTH CENTER
  		DIRECTOR OF ALOHACARE'S BOD 1,848,121 SERVICES RENDERED   No
(9) MARY ONEHA WAIMANALO HEALTH CENTER
  		DIRECTOR & PRESIDENT OF ALOHACARE'S BOD 1,106,689 SERVICES RENDERED   No
(10) JOHN WHITE HAMAKUA-KOHALA HEALTH CENTER
  		DIRECTOR OF ALOHACARE'S BOD 640,085 SERVICES RENDERED   No
(11) MILTON CORTEZ MOLOKAI COMMUNITY HEALTH CENTER
  		DIRECTOR OF ALOHACARE'S BOD 617,320 SERVICES RENDERED   No
(12) JACEY LABORTE LANAI COMMUNITY HEALTH CENTER
  		DIRECTOR OF ALOHACARE'S BOD 479,155 SERVICES RENDERED   No
(13) CHERYL VASCONCELLOS HANA COMMUNITY HEALTH CENTER
  		DIRECTOR & VP OF ALOHACARE'S BOD 298,365 SERVICES RENDERED   No
(14) KOOLAULOA COMMUNITY HEALTH CENTER
  		VACANT BOD POSITION 191,480 SERVICES RENDERED   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) (Rev. 1-2025)


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SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
ALOHACARE
 
Employer identification number

99-0309519
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE FULL BOARD OF DIRECTORS, MAY DESIGNATE FROM AMONG ITS MEMBERS AN EXECUTIVE COMMITTEE, A GOVERNANCE COMMITTEE, AN AUDIT COMMITTEE, AND A COMPLIANCE COMMITTEE, TOGETHER WITH ONE OR MORE OTHER COMMITTEES, EACH OF WHICH SHALL HAVE AND MAY EXERCISE ALL THE AUTHORITY GRANTED BY THE BOARD OF DIRECTORS, EXCEPT AS LIMITED BY LAW OR THE ARTICLES OF INCORPORATION.
FORM 990, PART VI, SECTION B, LINE 11B BOTH THE CEO & CFO OF ALOHACARE REVIEW FORM 990 PRIOR TO OBTAINING APPROVAL FROM ALOHACARE'S FINANCE COMMITTEE OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY, AND NOTIFY ALOHACARE SHOULD ANY CONFLICTS ARISE DURING THE YEAR. DIRECTORS, KEY EMPLOYEES AND OFFICERS ARE REQUIRED TO COMPLETE THE CONFLICTS OF INTEREST DISCLOSURE FORM ANNUALLY TO DISCLOSE ANY ARRANGEMENTS WHICH MAY CONSTITUTE AN ACTUAL CONFLICT OF INTEREST OR GIVE RISE TO THE APPEARANCE OF A CONFLICT OF INTEREST. THE COMPLIANCE DEPARTMENT REVIEWS THE ANNUAL CONFLICTS OF INTEREST DISCLOSURE STATEMENT AND REPORTS POTENTIAL CONFLICTS OF INTERESTS TO THE BOARD OF DIRECTORS. ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST MAY ALSO BE RAISED BY ANY OTHER MEMBER OF THE BOARD OF DIRECTORS OR THROUGH THE WHISTLEBLOWER PROGRAM. AN INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OF DIRECTORS, BUT AFTER SUCH PRESENTATION,THE INTERESTED PERSON SHALL RECUSE THEMSELVES FROM THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE BOARD, SUPPORTED BY THE GOVERNANCE COMMITTEE, REVIEWS AND EVALUATES THE PERFORMANCE OF THE SENIOR LEADERSHIP TEAM ON AN INDIVIDUAL BASIS. THIS OVERSIGHT INCLUDES DETERMINATION OF TOTAL COMPENSATION (BASE SALARY, BONUS, AND/OR OTHER SUPPLEMENTAL BENEFITS) AS WELL AS ONGOING EMPLOYMENT AT THE ORGANIZATION. EXECUTIVE COMPENSATION IS DETERMINED BASED ON EXTERNAL STUDIES AND INDIVIDUAL PERFORMANCE. ALOHACARE PARTICIPATES IN COMPENSATION SURVEYS BOTH STATE AND NATIONALLY AND USES THE FINDINGS IN THE OVERALL COMPENSATION MARKET RESEARCH TO BEST DETERMINE THE COMPENSATION FOR KEY LEADERSHIP POSITIONS. ALL COMPENSATION PROGRAMS ARE ULTIMATELY SUBJECT TO REVIEW AND APPROVAL BY THE GOVERNANCE COMMITTEE AND THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST BY ALOHACARE.
FORM 990, PART IX, LINE 11G OTHER FEES - PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 90,075,340. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,075,340.
FORM 990, PART XI, LINE 2C ALOHACARE HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.
SCHEDULE L, PART III GRANTS ARE AWARDED ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS BASED ON PRE-ESTABLISHED CRITERIA AND REVEIWED BY A SELECTION COMMITTEE COMPRISED OF DISINTERESTED PERSONS, AS DESCRIBED IN REGULATIONS SECTION 53.4945-4(B).
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


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