Affinity Legacy Inc

Nonprofit profile at a glance

EIN
133330672
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Bronx, NY, USA
Phone
5169821146
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Group Health Practice (Health Maintenance Organizations)

Official website

Reported finances

Revenue
$2,842,452
Expenses
$14,525,913
Assets
$48,957,199
Liabilities
$246,014

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • CLARA MERCEDES HANSEN (EXECUTIVE DIRECTOR)

Highest reported compensation

  • CLARA MERCEDES HANSEN (EXECUTIVE DIRECTOR): $444,633 total reported compensation
  • RACHEL AMALFITANO (CFO/CONSULTANT): $144,000 total reported compensation
  • DEREK NEWMAN (FORMER EMPLOYEE): $120,625 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of affinity legacy, inc., f/k/a affinity health plan (affinity), is to improve the health and well-being of the people in the communities we serve.

What it reported doing in 2025

Community grant program: during 2025, affinity released additional funding to grant recipients under a community grant program it first established in 2022. The program was funded by a portion of the proceeds from the sale to molina healthcare in late 2021 and has supported eligible community based organizations through an application process. Grant funding is made available for projects that are provided for the benefit of residents within the 10-county service area previously served by affinity health plan and that are focused on one of four funding priorities: 1) mental health; 2) food insecurity; 3) formerly incarcerated individuals; and 4) workforce advancement and consumer education.

Operating model

Revenue model
Investment-supported. 84% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 82
  • Accountability: 100
  • Sustainability: 37
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 87.3%; rating input score 87
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -411%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 3.37; rating input score 73; 73rd percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 83; 83rd percentile among comparable filings
  • Officer compensation ratio: 6.3%; rating input score 49; 49th percentile among comparable filings

Growth

  • Program expense growth: -14.9% per year; rating input score 0; 2nd percentile among comparable filings
  • Revenue growth: -8.3% per year; rating input score 0; 2nd percentile among comparable filings
  • Asset growth: -4.9% per year; rating input score 0; 3rd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 87.3% of spending went to programs
  • Governance: 7 of 7 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $12.7M in reported program spending
  • Leadership: top reported pay $445K · 11 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $134K reported
  • Consistency: 26 of 26 current checks pass
  • Schedules: 6 filed schedules · includes grants and executive pay
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 32 filed money-flow records
  • Related organizations: 23 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Officer compensation ratio scored 49/100.