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.
Key facts about Healthshare Exchange of Southeastern Pennsylvania Inc
In short: Healthshare Exchange of Southeastern Pennsylvania Inc gave $170K across 7 grants in 2025 (avg $24K), mostly in Pennsylvania. Source: 2025 IRS Form 990.
- EIN
- 45-5454875
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $170,000
- Grants made (2025)
- 7
- Average grant
- $24,286
- Median grant
- $25,000
- Total assets
- $19,778,536
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$19.8M
+22.5% YoY
Annual Giving
$170K
Grant Count
7
Avg Grant Size
$24K
About Healthshare Exchange of Southeastern Pennsylvania Inc
Based on IRS filings
Healthshare Exchange of Southeastern Pennsylvania Inc is a public charity focused on Health, based in Philadelphia, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $19.8M in total assets. In 2025, it awarded 7 grants totaling $170K. Net investment income was $516K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $25K (2023) to $317K (2021). In 2025 it made 7 grants totaling $170K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Manna ($30K). Together the top 7 received $170K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Manna Philadelphia, PA | Pa Navigate | $30,000 |
| Bucks County Opportunity Council Doylestown, PA | Pa Navigate | $30,000 |
| Magellan Health Services Inc Newtown, PA | Pa Navigate | $30,000 |
| Delaware Valley Community Health Philadelphia, PA | Nessts Participation | $25,000 |
| Einstein Health Network Philadelphia, PA | Iqvia/JDRF Project | $25,000 |
| Spectrum Health Services Philadelphia, PA | Nessts Participation | $15,000 |
| Lancaster General Hospital Lancaster, PA | Pa Navigate | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $19,778,536 | $16,151,993 | $13,233,488 |
| Revenue | $13,000,807 | $12,581,748 | $12,841,272 |
| Expenses | $9,972,100 | $9,882,532 | $9,710,450 |
| Net Investment Income | $516,299 | $483,813 | $199,882 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS September 1, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS September 13, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS September 14, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS September 19, 2024)
- Added Form 990 for fiscal year 2025 (received by the IRS August 6, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Healthshare Exchange of Southeastern Pennsylvania Inc is led by Martin Lupinetti, President & CEO on every filing since 2019; 8 of 28 officers listed in 2025 are compensated.
Officers on the 2025 filing
Martin Lupinetti
President & CEO
On filings since 2019
40 hrs/week
$264K (2019) → $640K (2025)
Sharon Carney
Chair
Trustee → Chair, 2025
On filings since 2020
5 hrs/week
No compensation reported
Yelena Bedunkevich
Director & Human Resources
Hr Director → Director of Human Resources, 2023
Director of Human Resources → Director & Human Resources, 2025
On filings since 2022
40 hrs/week
$159K (2022) → $173K (2025)
C. William Hanson III
Trustee
On filings since 2019
5 hrs/week
No compensation reported
Denise Napier
Trustee
Trustee → Chair, 2023
Chair → Trustee, 2025
On filings since 2019
5 hrs/week
No compensation reported
Ken Levitan
Trustee
On filings since 2019
5 hrs/week
No compensation reported
Richard Snyder
Trustee
On filings since 2019
5 hrs/week
No compensation reported
Dorothy Kaplan
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Joseph Bilson
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Michael Kornhauser
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Steven Carson
Trustee
On filings since 2021
5 hrs/week
No compensation reported
Patricia Henwood
Trustee
On filings since 2023
5 hrs/week
No compensation reported
D. Freeman
Trustee
New on the 2025 filing
5 hrs/week
No compensation reported
David Jaspan
Trustee
New on the 2025 filing
5 hrs/week
No compensation reported
Don Klingen
Trustee
New on the 2025 filing
5 hrs/week
No compensation reported
Edith Calamia
Trustee
New on the 2025 filing
5 hrs/week
No compensation reported
Mark Angelo
Trustee
New on the 2025 filing
5 hrs/week
No compensation reported
Nina O'Connor
Trustee
New on the 2025 filing
5 hrs/week
No compensation reported
Rodrigo Cerda
Trustee
New on the 2025 filing
5 hrs/week
No compensation reported
George D. Reed
Senior Vice President & COO
Senior Vice President & Chief Operating Officer → Senior Vice President & COO, 2020
On filings since 2019
40 hrs/week
$170K (2019) → $568K (2025)
William Marella
Vice President, Data Analytics & Vbc
Vice President, Value Based Care & Data Analytics → Vice President, Value Based Care & Data Anaytics, 2024
Vice President, Value Based Care & Data Anaytics → Vice President, Data Analytics & Vbc, 2025
On filings since 2020
40 hrs/week
$166K (2020) → $242K (2025)
Alice Vuong
Manager & It Engineering
On filings since 2021
40 hrs/week
$134K (2021) → $218K (2025)
Gregory Liptak
Vice President, Research & Innovation
Vice President of Quality Improvement & Disease Management → Vice President, Quality Improv & Disease Management, 2023
Vice President, Quality Improv & Disease Management → Vice President, Research & Innovation, 2025
On filings since 2022
40 hrs/week
$201K (2022) → $265K (2025)
Stephen Defruscio
Vice President, Partnership & Bus Development
Vice President Partnerships & Business Development → Vice President, Partnership & Business Development, 2023
Vice President, Partnership & Business Development → Vice President, Partnership & Bus Development, 2025
On filings since 2022
40 hrs/week
$155K (2022) → $237K (2025)
Rachel Bard
Senior Manager & Ent Project Officer
New on the 2025 filing
40 hrs/week
$159K (2025)
Neil Lubarsky
Treasurer
Chairman & Treasurer → Trustee, 2023
Trustee → Treasurer, 2025
On filings since 2019
5 hrs/week
No compensation reported
Ted Dallas
Vice Chair
Trustee → Vice Chair, 2025
On filings since 2022
5 hrs/week
No compensation reported
Don Mazza
Secretary
Trustee → Secretary, 2025
On filings since 2024
5 hrs/week
No compensation reported
Former officers (18)
- Former: Brian Wells (2019–2024) — Vice President & Chief Technology Officer
- Former: Karen Scoles MD (2019–2024) — Trustee
- Former: Donald J. Klingen MD (2020–2024) — Trustee
- Former: John Cacciamani (2020–2024) — Trustee
- Former: Robert O'Connor (2021–2024) — Trustee
- Former: Bob Kolodgy (2022–2024) — Treasurer
- Former: Michael Monisky (2023–2024) — Senior Integration Engineer
- Former: Kathleen Needham (2022) — Senior Project Manager
- Former: Andrea Gelzer MD (2019–2021) — Trustee
- Former: Christina Pressman (2020–2021) — Senior Integration Engineer
- Former: Dandre Carpenter (2020–2021) — Trustee
- Former: Michael Shoemaker (2019–2020) — Senior Integration Engineer · Filing note: Thru 92520
- Former: Allison Davenport (2019) — Trustee
- Former: Joanne Grossi (2019) — Trustee
- Former: Kay Carr (2019) — Trustee
- Former: Pam Clarke (2019) — Senior Director-Membership
- Former: Rakesh Mathew (2019) — Chief Innovation Officer
- Former: Remy Richman (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $640K, to Martin Lupinetti (President & CEO). 8 officers or directors reported compensation on that filing.
Frequently asked questions about Healthshare Exchange of Southeastern Pennsylvania Inc
How much does Healthshare Exchange of Southeastern Pennsylvania Inc give each year?
Healthshare Exchange of Southeastern Pennsylvania Inc gave $170K across 7 grants in 2025, according to its 2025 IRS Form 990.
What is Healthshare Exchange of Southeastern Pennsylvania Inc's typical grant size?
Healthshare Exchange of Southeastern Pennsylvania Inc's median grant in 2025 was $25,000, and its average grant was $24,286, across 7 grants on its 2025 IRS Form 990.
Where does Healthshare Exchange of Southeastern Pennsylvania Inc give grants?
Healthshare Exchange of Southeastern Pennsylvania Inc gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Philadelphia, PA (4 grants).
Does Healthshare Exchange of Southeastern Pennsylvania Inc give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Healthshare Exchange of Southeastern Pennsylvania Inc's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Pa Navigate" (4 grants).
Who are Healthshare Exchange of Southeastern Pennsylvania Inc's largest grantees?
Healthshare Exchange of Southeastern Pennsylvania Inc's largest 2025 grantees include Manna ($30,000), Bucks County Opportunity Council ($30,000) and Magellan Health Services Inc ($30,000), according to its 2025 IRS Form 990. Together they received 53% of its itemized 2025 grant dollars.
How large is Healthshare Exchange of Southeastern Pennsylvania Inc?
Healthshare Exchange of Southeastern Pennsylvania Inc reported $19.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $13.0M.
What is Healthshare Exchange of Southeastern Pennsylvania Inc?
Healthshare Exchange of Southeastern Pennsylvania Inc is a public charity focused on Health, based in Philadelphia, PA. It holds $19.8M in total assets as of 2025.
What is Healthshare Exchange of Southeastern Pennsylvania Inc's EIN?
Healthshare Exchange of Southeastern Pennsylvania Inc's EIN (Employer Identification Number) is 45-5454875. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
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