2025-11-17T15:09:11-06:00 2024-12-31 870492866 HINTONBURDICK PLLC 63 SOUTH 300 EAST SUITE 100 ST GEORGE UT 84770 990 2024-01-01 832537408 ZION HEALTH ZION 8889209466 1506 S SILICON WAY 2B ST GEORGE UT 84770 ASHTON CASPER PRESIDENT 8889209466 2025-11-07 1 0 MORRIS PEACOCK CPA P00038696 8885661277 2025-11-07 2024 2025-03-06 01:10:19Z X ASHTON CASPER SAME AS C ABOVE ST GEORGE UT 84770 95098269 0 X ZIONHEALTH.ORG X 2018 UT SEE SCHEDULE O 5 4 113 0 0 0 11499 4283 74427504 92142322 590049 751720 645918 819321 75674970 93717646 0 0 0 0 5232776 5527685 0 0 0 66343267 84887226 71576043 90414911 4098927 3302735 18320259 23090833 3735223 3676382 14585036 19414451 ZION HEALTHSHARE IS A NONPROFIT MEDICAL HEALTHSHARE PROGRAM THAT PROVIDES AN ORGANIZED STRUCTURE FOR MEMBERS TO CONTRIBUTE TOWARD EACH OTHER'S MEDICAL COSTS. 0 0 87149009 92961643 PROVIDE THE FRAMEWORK AND ADMINISTRATIVE SUPPORT FOR A HEALTH CARE COST SHARING MEMBERSHIP PROGRAM. 87149009 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 X 86 0 113 1 0 0 0 0 1 1 0 0 0 0 0 X 5 4 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 AL AZ AR CA CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NH NJ NM NY NC ND OK OR PA RI SC SD TN TX UT VT VA WV WI WY X ASHTON CASPER 8889209466 1506 S SILICON WAY 2B ST GEORGE UT 84770 X JEFF LEE BOARD MEMBER 3.00 X 0 0 0 NATHAN UDY CHAIRMAN OF THE BOARD 3.00 X X 0 0 0 BECKY BAIN BOARD MEMBER 3.00 X 0 0 0 STEVE NEU BOARD MEMBER 1.00 X 0 0 0 SETH SAUNDERS FORMER PRESIDENT 40.00 X 158391 0 32687 BROCK BUCKWAY INTERIM PRESIDENT 40.00 X 192150 0 18051 EMILY SORENSEN COMPLIANCE DIRECTOR 40.00 X 148502 0 32353 BEN ONTIVEROS ASSOCIATE DIRECTOR, DEVELOPMENT 40.00 X 101785 0 3553 DAKOTA SAM PROJECT MANAGER 40.00 X 107460 0 10515 708288 0 97159 5 0 1 0 PLANSTIN ADMINISTRATION 1506 S SILICON WAY STE 2B ST GEORGE UT 84770 AFFILIATE 7891867 HEALTH ACCESS SOLUTIONS 5072 ANNUNCIATION CIRCLE STE 215 AVE MARIA FL 34142 AFFILIATE 470185 HEALTHSHARE GUIDE LLC 1506 S SILICON WAY STE 2B ST GEORGE UT 84770 AFFILIATE 269676 3 4283 4283 MEMBERSHIP DUES 561000 92142322 92142322 92142322 743205 743205 1389138 1380623 8515 8515 8515 OTHER INCOME 900099 819321 819321 819321 93717646 92961643 0 751720 401279 335046 66233 4329372 3593378 735994 106364 86155 20209 326056 273611 52445 364614 324506 40108 125837 94378 31459 46618 46618 1132422 1132422 98436 98436 36055 28499 7556 39078 39078 214214 214214 51348 25915 25433 40886 40886 10346 7759 2587 1232 1232 COST OF GOODS SOLD 81672991 80101602 1571389 CONVENIENCE FEES 1173350 880013 293337 OTHER FEES AND LICENSES 134020 134020 MISCELLANEOUS 38853 23508 15345 71540 63817 7723 90414911 87149009 3265902 0 632506 1008839 5323052 6574685 22487 3353725 186334 25167 171513 161167 12009297 10567217 161404 1425200 18320259 23090833 3545625 3676382 189598 0 3735223 3676382 X 14585036 19414451 14585036 19414451 18320259 23090833 3302735 498344 -38754 1067090 0 X 0 1 X 1 0 X 9257742 100 30689 11499 4283 9304313 9489 30269645 54092768 75073422 92961643 252406967 9267231 30269745 54123457 75084921 92965926 261711280 0 0 0 261711280 3526 340613 590048 743205 1677392 3526 340613 590048 743205 1677392 9267231 30273271 54464070 75674969 93709131 263388672 0.99360 0.99450 0.00640 0.00550 X 110491 8746 101745 75843 16421 59422 161167 CASH AND CASH EQUIVALENTS 3732031 F EQUITY SECURITIES 4354489 F FIXED INCOME 1837598 F OTHER 643099 F 10567217 SECURITY DEPOSIT 10200 INVESTMENT IN LIMITED LIABILITY COMPANY 1415000 1425200 94177236 498344 498344 93678892 38754 38754 93717646 90414911 0 90414911 0 90414911 1 0 0 0 0 0 0 0 0 BROCK BUCKWAY INTERIM PRESIDENT 192150 0 0 0 0 0 18051 0 0 0 210201 0 0 0 SETH SAUNDERS FORMER PRESIDENT 158391 0 0 0 0 0 32687 0 0 0 191078 0 0 0 EMILY SORENSEN COMPLIANCE DIRECTOR 148502 0 0 0 0 0 32353 0 0 0 180855 0 0 0 PART I, LINE 4A BEN ONTIVEROS RECEIVED $9,528.78 IN SEVERANCE PAY ON 09/10/24. PLANSTIN ADMINISTRATION 35% CONTROLLED ENTITY OF CHAIRMAN OF THE BOARD (NATHAN UDY) 7891867 CONTRACTED SERVICES AND COMMISSIONS 0 HOLLY PATINO SISTER TO THE CHAIRMAN OF THE BOARD (NATHAN UDY) 64026 AFFILIATE COMMISSIONS 0 FORM 990 - ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES ZION HEALTHSHARE IS A NONPROFIT MEDICAL HEALTHSHARE PROGRAM THAT PROVIDES AN ORGANIZED STRUCTURE FOR MEMBERS TO CONTRIBUTE TOWARD EACH OTHER'S MEDICAL COSTS. PART IV, LINES 28B & 28C AMENDED RETURN: CHANGED ANSWERS FROM NO TO YES AND ADDED TO SCHEDULE L, PART IV. PART V, LINES 6A & 6B AMENDED RETURN: CHANGED ANSWERS FROM NO TO YES. PART VI, LINE 2 AMENDED RETURN: CHANGED ANSWER FROM NO TO YES. FORM 990, PART VI, SECTION A, LINE 2 JEFF LEE IS A BOARD MEMBERS IN 2024 AND ALSO EMPLOYED AT PRIMESTIN CARE, WHICH IS OWNED BY NATHAN UDY (CHAIRMAN OF THE BOARD OF ZION HEALTH). BECKY BAIN IS ALSO A BOARD MEMBER IN 2024 AND EMPLOYED AT PLANSTIN ADMINISTRATION, WHICH IS ALSO OWNED BY NATHAN UDY (CHAIRMAN OF THE BOARD OF ZION HEALTH). FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY ALL DIRECTORS, COMMENTS AND SUGGESTIONS WERE FOLLOWED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST ACCORDING TO FEDERAL TAX LAW. PART VI, LINES 12A, 13, & 14 AMENDED RETURN: CHANGED ANSWERS FROM NO TO YES. PART VI, SECTION C. LINE 17 AMENDED RETURN: ADDED ALL STATES WHERE RETURNS WERE FILED. PART VII, SECTION A. AMENDED RETURN: UPDATED "SECTION A" TO PROPERLY DISCLOSE POSITION, TITLE, AND COMPENSATION FOR EACH POSITION. PART VII, SECTION B. AMENDED RETURN: UPDATED "SECTION B" TO INCLUDE TWO ADDITIONAL AFFILIATES THAT MET THE $100,000 THRESHOLD FOR REPORTING. SCHEDULE J, LINE 4A AMENDED RETURN: CHANGED ANSWER FROM NO TO YES.