Jefferson Health Plans

Nonprofit profile at a glance

EIN
232379751
IRS 990 coverage
2010–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Philadelphia, PA, USA
Phone
2159914180
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$2,601,819,990
Expenses
$2,575,232,828
Assets
$724,547,576
Liabilities
$376,602,787

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • Denise M Napier RN (President & CEO)

Highest reported compensation

  • Denise M Napier RN (President & CEO): $2,303,667 total reported compensation
  • Christopher McTiernan (Chief Operating Officer): $1,231,727 total reported compensation
  • Kevin Clancy (SVP & CFO): $1,218,265 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Licensed hmo committed to building healthier lives and stronger communities. Jefferson Health Plans interoperability program provides seamless data sharing between Jefferson Health Plans, our members and our partners in response to the CMS Interoperability and Patient Access Final Rule. The Centers for Medicare & Medicaid Services (CMS) has implemented interoperability final rules that affect all of our members. The rules include a mandate that provides members with greater access to their health care data and improves data sharing between members, their providers, and Jefferson Health Plans. The mandate that was enforced on July 1, 2021 includes three parts: Patient Access Plan Data Application Programming Interface (API).

What it reported doing in 2024

Health partners is our medicaid plan that serves pennsylvanians with low or no income. While we cover doctor visits, prescriptions, immunizations, eye exams and hospitalizations, we also promote health and wellness with extra benefits. Please refer to schedule o for additional information.

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and some related-organization disclosures are missing.

Rating breakdown

  • Financial Efficiency: 63
  • Transparency & Controls: 78
  • Accountability: 67
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 70.8%; rating input score 71
  • Program expense ratio: 72.3%; rating input score 72
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 17th percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Scored; rating input score 0

Accountability

  • Independent voting board: 42.9%; rating input score 43; 12th 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: 1%; rating input score 37; 37th percentile among comparable filings
  • Total-asset coverage ratio: 0.28; rating input score 9; 9th percentile among comparable filings
  • Liabilities to assets ratio: 0.52; rating input score 34; 34th percentile among comparable filings
  • Officer compensation ratio: 0.4%; rating input score 87; 87th percentile among comparable filings

Growth

  • Program expense growth: 6.3% per year; rating input score 100; 51st percentile among comparable filings
  • Revenue growth: 6.8% per year; rating input score 100; 59th percentile among comparable filings
  • Asset growth: 7.6% per year; rating input score 100; 56th percentile among comparable filings

Details

  • What they do: 1 programs and campaigns described on the official site
  • Where the money goes: 70.8% of revenue deployed · 72.3% of spending went to programs
  • Governance: 3 of 7 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $1.9B in reported program spending
  • Leadership: top reported pay $2.3M · 20 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $25.2M reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 4 filed schedules · includes executive pay and related organizations
  • Filing history: 13 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 15 filed money-flow records
  • Related organizations: 113 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.

Key Signals

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

  • Moderate — Accountability: Independent voting board scored 43/100.
  • High — Transparency & Controls: Related-party transparency scored 0/100.
  • Moderate — Sustainability: Operating margin scored 37/100.
  • High — Sustainability: Total-asset coverage ratio scored 9/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 34/100.