Nonprofit · EIN 31-1069321
COREWELL HEALTH
Also known as PHYSICIANS HEALTH PLAN OF NORTHERN
Tax-exempt · GRAND RAPIDS, MI 49503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $175,306,012 | $187,006,232 | -$11,700,220 | $78,033,043 | $36,228,137 | $41,804,906 |
| December 31, 2023 | 990 | $172,181,383 | $173,046,057 | -$864,674 | $87,690,862 | $31,454,542 | $56,236,320 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $163,412,488
- Investment income
- $7,555,272
- Net gain from sales of assets
- $5,075,760
- Other revenue
- $4,338,252
Expenses
- Grants and similar amounts paid
- $91,839
- Benefits paid to members
- $158,872,824
- Compensation of officers, directors and key employees
- $3,690,209
- Other salaries and wages
- $6,877,541
- Salaries, compensation and benefits (total)
- $13,764,881
- Professional fundraising fees
- $0
- Legal fees
- $67,894
- Accounting fees
- $217,992
- Occupancy
- $682,526
- Travel
- $46,357
- Depreciation
- $258,399
- Program services (functional)
- $170,717,862
- Management and general (functional)
- $16,288,370
Balance sheet and other
- Total assets, start of year
- $87,690,862
- Total assets, end of year
- $78,033,043
- Total liabilities, end of year
- $36,228,137
- Net assets, end of year
- $41,804,906
- Land, buildings and equipment
- $251,187
- Publicly traded securities
- $54,666,717
- Gross unrelated business income
- $4,337,484
- Gross receipts
- $200,240,712
- Employees
- 194
- Volunteers
- 0
- Year formed
- 1983
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PRAVEEN THADANI | CHAIR PY Trustee or director, Officer | 1 | $0 | $2,602,705 | $551,045 |
| KIMBERLY THOMAS | SECRETARY PY Trustee or director, Officer | 1 | $0 | $600,963 | $154,979 |
| GARY D SHEARER | PRESIDENT & CEO Officer | 35 | $680,116 | $0 | $41,547 |
| MICHAEL JASPERSON | DIRECTOR PY Trustee or director | 1 | $0 | $549,523 | $115,390 |
| NICHOLAS GATES | TREASURER PY Trustee or director, Officer | 1 | $0 | $525,545 | $117,461 |
| GAIL M DORAN | CHIEF OPERATING OFFICER Officer | 38 | $555,310 | $0 | $41,663 |
| RICHARD ABBOTT | DIRECTOR PY Trustee or director | 1 | $0 | $506,590 | $88,652 |
| TYLER S SIPE | CHIEF FINANCIAL OFFICER Officer | 30 | $410,070 | $0 | $42,043 |
| JAMES R FORD | CHIEF INFORMATION OFFICER Officer | 40 | $402,096 | $0 | $41,953 |
| ELIF OKER MD | DIRECTOR PY Trustee or director | 1 | $0 | $359,344 | $38,983 |
| S TRAVIS STEVENS | DIRECTOR OF IT INFRASTRUCTURE & SECURITY Key employee | 40 | $269,413 | $0 | $37,129 |
| ROSS E HENSLEY | CHIEF SALES OFFICER Officer | 35 | $209,141 | $0 | $38,905 |
| NICHOLAS P SLOFFER | DIRECTOR OF PHARMACY Key employee | 30 | $198,454 | $0 | $39,484 |
| CHRISTINE E BOLES | DIRECTOR OF HR Key employee | 35 | $207,170 | $0 | $27,312 |
| RENEE A GERBER | AVP PROVIDER CONTRACTING & NETWORK DEVELOPMENT Key employee | 38 | $191,654 | $0 | $19,970 |
19 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD R MCENTEE | DIRECTOR OF IT, SOFTWARE & DATA Highest-paid employee | 40 | $173,421 | $34,759 |
| JUSTIN A STUCKEY | DIRECTOR OF ACTUARIAL SERVICES Highest-paid employee | 30 | $163,516 | $18,276 |
| MICHELLE L KEARNS | MARKETING COMMUNICATIONS DIRECTOR Highest-paid employee | 30 | $143,937 | $35,917 |
| DENISE M EWING | EXECUTIVE ASSISTANT TO CEO Highest-paid employee | 28 | $146,062 | $14,249 |
| JANICE L RICHEY | SR GROUP UNDERWRITER Highest-paid employee | 30 | $135,504 | $17,881 |
| MARK A KING | MEDICAL DIRECTOR Officer | 15 | $129,178 | $21,451 |
| TIMOTHY R DIRIG | FORMER SECRETARY (LEFT 12/24) Trustee or director, Officer | 1 | $35,549 | $0 |
| MICHAEL R DEWALD | FORMER TREASURER (LEFT 12/24) Trustee or director, Officer | 1 | $11,200 | $0 |
| DR JUDITH KENNEDY | FORMER CHAIR (LEFT 12/24) Trustee or director, Officer | 1 | $10,300 | $0 |
| SHERY A ROOUSSARIE | FORMER DIRECTOR (LEFT 12/24) Trustee or director | 1 | $5,291 | $0 |
| DR THOMAS W HERENDEEN | DIRECTOR Trustee or director | 1 | $4,435 | $0 |
| DON SCHENKEL | FORMER DIRECTOR (LEFT 12/24) Trustee or director | 1 | $4,375 | $0 |
| DOUGLAS S BEEBE | FORMER DIRECTOR (LEFT 12/24) Trustee or director | 1 | $3,500 | $0 |
| DR JAMES C STEVENS | FORMER VICE CHAIR (LEFT 12/24) Trustee or director, Officer | 1 | $2,000 | $0 |
| DR DAVID E LENTZ DO | FORMER DIRECTOR (LEFT 12/24) Trustee or director | 1 | $2,000 | $0 |
| DR JERALD L COOPER | DIRECTOR Trustee or director | 1 | $2,000 | $0 |
| DR JOEL VALCARCEL | DIRECTOR Trustee or director | 1 | $2,000 | $0 |
| JOHN SAMPSON | DIRECTOR Trustee or director | 1 | $2,000 | $0 |
| MARK RANCK | FORMER DIRECTOR (LEFT 12/24) Trustee or director | 1 | $1,500 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GARY D SHEARER | PRESIDENT & CEO Officer | 35 | $344,431 | $40,060 |
| GAIL M DORAN | CHIEF OPERATING OFFICER Officer | 38 | $294,444 | $40,656 |
| JAMES R FORD | CHIEF INFORMATION OFFICER Officer | 40 | $212,752 | $40,722 |
| TYLER S SIPE | CHIEF FINANCIAL OFFICER Officer | 30 | $209,265 | $31,021 |
| ROSS E HENSLEY | CHIEF SALES OFFICER Officer | 35 | $175,131 | $37,797 |
| NICHOLAS P SLOFFER | DIRECTOR OF PHARMACY Key employee | 30 | $171,724 | $38,319 |
| RENEE A GERBER | AVP PROVIDER CONTRACTING & NETWORK DEVELOPMENT Key employee | 38 | $163,724 | $19,246 |
| RICHARD R MCENTEE | DIRECTOR OF IT, SOFTWARE & DATA Highest-paid employee | 40 | $143,254 | $33,670 |
| MARK A King | MEDICAL DIRECTOR Officer | 15 | $144,019 | $20,994 |
| JANICE L RICHEY | SENIOR UNDERWRITER Highest-paid employee | 30 | $132,724 | $17,428 |
| RICHARD K SPICE | LEAD INTEGRATION ARCHITECT Highest-paid employee | 30 | $120,045 | $26,804 |
| JUSTIN A STUCKEY | DIRECTOR OF ACTUARIAL SERVICES Highest-paid employee | 30 | $125,368 | $16,836 |
| CARRIE R LUKINS | MANAGER OF UTILIZATION & CASE MANAGEMENT Highest-paid employee | 30 | $123,629 | $16,321 |
| MICHAEL R DEWALD | TREASURER Trustee or director, Officer | 1 | $13,600 | $0 |
| TIMOTHY R DIRIG | SECRETARY Trustee or director, Officer | 1 | $12,125 | $0 |
| DR JUDITH L KENNEDY | CHAIR Trustee or director, Officer | 1 | $11,100 | $0 |
| DONALD F SCHENKEL | DIRECTOR Trustee or director | 1 | $6,750 | $0 |
| DR JAMES C STEVENS | VICE CHAIR Trustee or director, Officer | 1 | $6,400 | $0 |
| SHERY ROUSSARIE | DIRECTOR Trustee or director | 1 | $4,827 | $0 |
| JOHN R SAMPSON | DIRECTOR Trustee or director | 1 | $2,750 | $0 |
| DOUGLAS S BEEBE | DIRECTOR Trustee or director | 1 | $2,125 | $0 |
| JERALD L COOPER | DIRECTOR Trustee or director | 1 | $2,000 | $0 |
| DAVID E LENTZ | DIRECTOR Trustee or director | 1 | $1,500 | $0 |
| MARK C RANCK | DIRECTOR Trustee or director | 1 | $1,500 | $0 |
| THOMAS W HERENDEEN | DIRECTOR Trustee or director | 1 | $1,500 | $0 |
| JOEL VALCARCEL | DIRECTOR Trustee or director | 1 | $1,000 | $0 |
| DAVID W STEIN | DIRECTOR Trustee or director | 1 | $500 | $0 |
Address and contacts
- Address (IRS master file)
- 100 COREWELL DR NW, GRAND RAPIDS, MI 49503-2041
- In care of
- % CORPORATE TAX
- Principal officer (990 for 2024)
- TYLER S SIPE, 1700 MAGNAVOX WAY 201, FORT WAYNE, IN 46804
- Signed the 990
- TYLER S SIPE, CFO
- Phone
- (260) 432-6690
- Website
- WWW.PHPNI.COM
- Return prepared by
- Forvis Mazars LLP
Mission
OUR MISSION IS TO CREATE INNOVATIVE SOLUTIONS THAT CONTRIBUTE TO HEALTHIER COMMUNITIES THROUGH CARING AND COLLABORATION.
Program accomplishments
- PHYSICIANS HEALTH PLAN OF NORTHERN INDIANA, INC. (PHPNI), NOW A PART OF PRIORITY HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM SERVING COMMUNITIES THROUGHOUT MICHIGAN, OFFERS FULLY-INSURED HEALTH PRODUCTS TO GROUP SPONSORS IN 46 COUNTIES IN NORTHERN INDIANA AND 6 COUNTIES IN NORTHWEST OHIO. PHPNI'S PROGRAM SERVICES FOCUS ON MANAGING HEALTHCARE COSTS AND INVESTING IN ACTIVITIES THAT IMPROVE THE QUALITY OF CARE FOR OUR MEMBER POPULATION. PHPNI HAS DEVELOPED THE "GET PHP FIT" PROGRAM TO PROMOTE WELLNESS AND HEALTHY LIFESTYLES FOR MEMBERS. PHP PARTNERS WITH HEALTH CLUBS TO OFFER DISCOUNTED RATES AND PROVIDES INFORMATION ON COMMUNITY HEALTH CLASSES AND EVENTS THROUGH ITS WEBSITE. A MONTHLY MEMBER NEWSLETTER OFFERS WELLNESS TIPS, HEALTHY RECIPES, STRESS MANAGEMENT STRATEGIES, AND RESOURCES TO SUPPORT MENTAL WELL-BEING. OUR CERTIFIED WELLNESS AND HEALTH COACH COORDINATES ENGAGING PROGRAMS TO PROMOTE EMPLOYEE WELL-BEING. OFFERINGS INCLUDE GROUP PRESENTATIONS (15- TO 60-MINUTES) ON TOPICS SUCH AS NUTRITION, EXERCISE, STRESS MANAGEMENT, AND SLEEP; ONE-ON-ONE WELLNESS COACHING; COMPANY-WIDE HEALTH CHALLENGES; EXERCISE CLASSES; AND STRESS-REDUCTION ACTIVITIES. PHPNI ALSO OFFERS ANNUAL HEALTH SCREENINGS FOR GROUPS, INCLUDING LAB TESTING AND BIOMETRIC MEASUREMENTS, WITH PERSONALIZED COACHING TO HELP EMPLOYEES UNDERSTAND AND IMPROVE THEIR HEALTH RESULTS. MEMBERS ALSO HAVE 24/7 ACCESS TO A NURSE LINE FOR PERSONAL HEALTH CONCERNS. NURSES PROVIDE RECOMMENDATIONS RANGING FROM SELF-CARE INTERVENTIONS TO SEEING A PRIMARY CARE PHYSICIAN THE NEXT BUSINESS DAY. IN THE FORT WAYNE AREA, MEMBERS MAY ALSO ACCESS PREMISE HEALTH, PHPNI'S PRIMARY CARE FACILITY.Expenses $170,717,862 · grants $91,839 · revenue $163,413,256
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1069321
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1983
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $78,033,043
- Income (IRS master file)
- $200,240,712
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $175,306,012 | $187,006,232 | $78,033,043 | XML |
| 990 | December 2023 | $172,181,383 | $173,046,057 | $87,690,862 | XML |
| 990 | December 2022 | $172,214,535 | $171,952,455 | $89,283,875 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1069321).
Questions about COREWELL HEALTH
- What is the EIN of COREWELL HEALTH?
- The employer identification number (EIN) of COREWELL HEALTH is 31-1069321.
- Is COREWELL HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1983.
- Are donations to COREWELL HEALTH tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COREWELL HEALTH file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COREWELL HEALTH due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COREWELL HEALTH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of COREWELL HEALTH?
- The 990 for the year ended December 31, 2024 names TYLER S SIPE.
- Who are the officers and directors of COREWELL HEALTH?
- The 990 for the year ended December 31, 2024 lists 34 people; 28 received compensation from the organization.
- How much revenue does COREWELL HEALTH have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $175,306,012, expenses of $187,006,232 and total assets of $78,033,043 at year end.
Other nonprofits in GRAND RAPIDS
- COREWELL HEALTH EIN 61-1740292 · last filed 990 for 2024
- PRIORITY HEALTH EIN 38-2715520 · last filed 990 for 2024
- TRINITY HEALTH-MICHIGAN EIN 38-2113393 · last filed 990 for 2025
- COREWELL HEALTH EIN 38-3382353 · last filed 990 for 2024
- PRIORITY HEALTH CHOICE INC EIN 32-0016523 · last filed 990 for 2024
- CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN EIN 38-1215360 · last filed 990 for 2025
- MEIJER INC EMPLOYEE BENEFITS PLAN AND TRUST EIN 38-2132935 · last filed 990 for 2025
- PINE REST CHRISTIAN MENTAL HEALTH SERVICES EIN 38-1368360 · last filed 990 for 2025