HEALTHSHARE EXCHANGE OF SOUTHEASTERN PENNSYLVANIA INC Charity Report

Public IRS 990 nonprofit record

HEALTHSHARE EXCHANGE OF SOUTHEASTERN PENNSYLVANIA INC

EIN 45-5454875 · Public Health (E70)

What they do

HEALTHSHARE EXCHANGE WILL PROVIDE SECURE ACCESS to HEALTH INFORMATION to ENABLE PREVENTIVE and COST-EFFECTIVE CARE; IMPROVE QUALITY of PATIENT CARE; and FACILITATE CARE TRANSITIONS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $84.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

66.01%of revenue went to mission work84.0% of expenses · Program services

$76.01spent for every $100 of revenueRevenue covered expenses this year.

12.53%of revenue went to management and office costs16.0% of expenses

$2.00in assets for every $1 spent this yearSome assets cannot be spent right away.

17.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $618,500 for MARTIN LUPINETTI (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$12,581,748

Mission workProgram services$8,305,41966.01% of revenue84.0% of expenses

ManagementOffice and general costs$1,577,11312.53% of revenue16.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$2,699,21621.45% of revenueShown in gray on the chart

Total expenses$9,882,53278.55% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 84.0% mission · 16.0% management · 0.0% fundraisingTotal expenses: 78.55% of revenue

2023Expense mix: 84.5% mission · 15.5% management · 0.0% fundraisingTotal expenses: 75.62% of revenue

2022Expense mix: 82.1% mission · 17.9% management · 0.0% fundraisingTotal expenses: 112.78% of revenue

2021Expense mix: 89.2% mission · 10.8% management · 0.0% fundraisingTotal expenses: 96.06% of revenue

2020Expense mix: 87.1% mission · 12.9% management · 0.0% fundraisingTotal expenses: 94.53% of revenue

2019Expense mix: 91.3% mission · 8.7% management · 0.0% fundraisingTotal expenses: 107.11% of revenue

2018Expense mix: 86.5% mission · 13.5% management · 0.0% fundraisingTotal expenses: 102.03% of revenue

2017Expense mix: 84.7% mission · 15.3% management · 0.0% fundraisingTotal expenses: 74.63% of revenue

Money in and money out

Revenue$13,000,807

Expenses$9,882,532

Annual surplus $3,118,275 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$8,305,419 · 84.0% of expenses

Management and office costs$1,577,113 · 16.0% of expenses

See all reported dollar amounts

Revenue$13,000,807

Expenses$9,882,532

Assets$19,778,536

Income$13,000,807

Contributions$2,275,000

Mission work (program services)$8,305,419

Grants given$961,800

Average grant$9,618

Management and general$1,577,113

Executive compensation (total)$367,656

Accounting fees$81,961

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MARTIN LUPINETTIPRESIDENT & CEO · 40 hrs/week $618,500Base $570,200 · Other $48,300

GEORGE D REEDSENIOR VICE PRESIDENT/COO · 40 hrs/week $578,680Base $531,700 · Other $46,980

GREGORY LIPTAKVP, QUALITY IMPROV & DISEASE MGMT · 40 hrs/week $280,693Base $256,531 · Other $24,162

WILLIAM MARELLAVP, VALUE BASED CARE AND DATA ANAYTICS · 40 hrs/week $266,415Base $245,178 · Other $21,237

STEPHEN DEFUSCIOVP, PARTNERSHIP & BUSINESS DEVELOPMENT · 40 hrs/week $255,137Base $216,054 · Other $39,083

BRIAN WELLSVP AND CHIEF TECHNOLOGY OFFICER · 40 hrs/week $195,578

YELENA BEDUNKEVICHDIRECTOR OF HUMAN RESOURCES · 40 hrs/week $187,927Base $167,058 · Other $20,869

ALICE VUONGMANAGER, IT ENGINEERING · 40 hrs/week $183,785Base $175,933 · Other $7,852

MICHAEL MONISKYSENIOR INTEGRATION ENGINEER · 40 hrs/week $172,656Base $152,368 · Other $20,288

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

MARTIN LUPINETTIPRESIDENT & CEO

GEORGE D REEDSENIOR VICE PRESIDENT/COO

GREGORY LIPTAKVP, QUALITY IMPROV & DISEASE MGMT

WILLIAM MARELLAVP, VALUE BASED CARE AND DATA ANAYTICS

STEPHEN DEFUSCIOVP, PARTNERSHIP & BUSINESS DEVELOPMENT

BRIAN WELLSVP AND CHIEF TECHNOLOGY OFFICER

YELENA BEDUNKEVICHDIRECTOR OF HUMAN RESOURCES

ALICE VUONGMANAGER, IT ENGINEERING

MICHAEL MONISKYSENIOR INTEGRATION ENGINEER

SHARON CARNEYTRUSTEE

STEVE CARSONTRUSTEE

TED DALLASTRUSTEE

ROBERT OCONNORTRUSTEE

RICHARD SNYDER MDTRUSTEE

PATRICIA HENWOOD MDTRUSTEE

KEN LEVITANTRUSTEE

NEIL LUBARSKYTRUSTEE

MICHAEL KORNHAUSER MDTRUSTEE

KAREN SCOLES MDTRUSTEE (THRU __/24)

JOSEPH BILSONTRUSTEE

JOHN CACCIAMANITRUSTEE

DR DONALD J KLINGEN MDTRUSTEE

DOROTHY KAPLANTRUSTEE

DON MAZZATRUSTEE (EFF __/24)

DENISE NAPIERCHAIR

C WILLIAM HANSON III MDTRUSTEE

BOB KOLODGYTREASURER

About this charity

Recognized since: January 2014
Location: 190 N INDEPENDENCE MALL WEST 701, PHILADELPHIA, PA 19106-1554
County: Philadelphia
In care of: MARTIN LUPINETTI
Primary officer: MARTIN LUPINETTI, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Phone(215) 391-4905 Officer phone(215) 575-3758

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: EISNER ADVISORY GROUP LLC
NTEE classification: Public Health (E70)
IRS tax category: Public Health
Grant-giving organization: Yes