KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (EIN 93-0798039)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349305141
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T09:07:20-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930798039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAISER FOUNDATION HEALTH PLAN | BusinessNameLine1Txt |
| Business Name Line2 | OF THE NORTHWEST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHIEF TAX OFFICER | InCareOfNm |
| Business Name Control | KAI | BusinessNameControlTxt |
| Phone | 5102716611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KP Tax One Kaiser Plz FL 26 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL P WALTON | PersonNm |
| Person Title | CHIEF TAX OFFICER | PersonTitleTxt |
| Phone | 5102716611 | PhoneNum |
| Signature | 2024-10-24 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W FRIZ | PreparerPersonNm |
| PTIN | P00438748 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2024-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY A COLLINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KP Tax One Kaiser Plz FL 26 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,068,933,810 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.kp.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 9211 | TotalEmployeeCnt |
| Total Volunteers | 348 | TotalVolunteersCnt |
| Total Gross UBI | $78,152,295 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $189,004 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,700 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,514,509 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,779,770,529 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,099,622,328 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$28,724,990 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,764,969 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,876 | PYOtherRevenueAmt |
| CY Other Revenue | $9,014 | CYOtherRevenueAmt |
| PY Total Revenue | $4,751,087,115 | PYTotalRevenueAmt |
| CY Total Revenue | $5,118,910,820 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $854,973,916 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $892,634,172 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,960,978,898 | PYOtherExpensesAmt |
| CY Other Expenses | $4,054,337,385 | CYOtherExpensesAmt |
| PY Total Expenses | $4,815,952,814 | PYTotalExpensesAmt |
| CY Total Expenses | $4,946,971,557 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$64,865,699 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $171,939,263 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,055,908,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,078,214,757 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $648,311,892 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $618,894,674 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,407,596,979 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,459,320,083 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,353,489,633 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,817,377,253 | RevenueAmt |
| Desc | KAISER FOUNDATION HEALTH PLAN OF NORTHWEST (KFHP-NW) PROVIDES HOSPITAL, MEDICAL, AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE, FOR ITS MEMBERS WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP-NW EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE FOR OUR MEMBERS AND OUR COMMUNITY. KFHP-NW DIRECTLY INVESTS IN IMPROVEMENTS IN COMMUNITY HEALTH BY WORKING TO INCREASE ACCESS TO HEALTH CARE, IMPROVING THE CONDITIONS FOR HEALTH AND EQUITY AND PROVIDING HEALTH EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $323,163,238 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $275,159,153 | RevenueAmt |
| Desc | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (KFHP-NW) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP-NW MEMBERS, BUT ALSO WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2023, A TOTAL OF 88,000 INDIVIDUALS WERE RECEIVING THE BENEFITS OF FULL MEMBERSHIP THROUGH KFHP-NW'S MEDICAID MANAGED CARE PROGRAM AND CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP). IN ADDITION, KFHP-NW PROVIDED HEALTH CARE ON A FEE-FOR-SERVICE BASIS FOR MEDICAID BENEFICIARIES WHO WERE NOT ENROLLED AS KFHP-NW MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $33,822,016 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,085,922 | RevenueAmt |
| Desc | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (KFHP-NW) PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. KFHP-NW OFFERS FINANCIAL ASSISTANCE THROUGH THE MFA PROGRAM TO HELP FAMILIES AND INDIVIDUALS WITH A DEMONSTRATED FINANCIAL NEED PAY FOR ALL OR PART OF THE COST OF EMERGENCY OR MEDICALLY NECESSARY CARE PROVIDED IN KAISER PERMANENTE FACILITIES AND/OR BY KAISER PERMANENTE PROVIDERS. IN 2023, THIS PROGRAM ASSISTED A TOTAL OF 27,000 PATIENTS THROUGH FINANCIAL ASSISTANCE. THE CHC PROGRAM OFFERS REGULAR KAISER FOUNDATION HEALTH PLAN MEMBERSHIP AT MINIMAL COST TO LOW INCOME FAMILIES WHO ARE NOT ELIGIBLE FOR OTHER PUBLIC OR PRIVATELY SPONSORED COVERAGE. APPROXIMATELY 530 INDIVIDUALS WERE RECEIVING COMPREHENSIVE HEALTH CARE THROUGH THIS PROGRAM AT THE END OF 2023. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,732,485 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE EXEMPT PURPOSE ACHIEVEMENTS IN SCH O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,732,485 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,715,207,372 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4626 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9211 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIEF TAX OFFICER | PersonNm |
| Phone | 5102716611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KP TAX ONE KAISER PLZ FL 26 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Gregory Adams | ||||||||||
| Chairman & CEO | 4.0 | 46.0 | Yes (X) | Yes (X) | $0 | $12,567,386 | $154,060 | |||
| Kathryn Lancaster | ||||||||||
| EVP & Chief Financial Officer | 3.5 | 46.5 | Yes (X) | $0 | $4,923,403 | $137,899 | ||||
| Kimberly Horn | ||||||||||
| EVP, Group President, MOC | 3.5 | 46.5 | Yes (X) | $0 | $4,617,356 | $134,195 | ||||
| Janet Liang | ||||||||||
| EVP, Group President & COO | 3.5 | 46.5 | Yes (X) | $0 | $4,417,378 | $89,835 | ||||
| Arthur Southam | ||||||||||
| EVP, Health Plan Ops & CGO | 4.0 | 46.0 | Yes (X) | $0 | $3,776,237 | $18,575 | ||||
| Ruth Williams-Brinkley | ||||||||||
| Regional President | 0.0 | 50.0 | $0 | $3,418,616 | -$176,937 | Yes (X) | ||||
| Mark Zemelman | ||||||||||
| SVP, General Counsel & Secy | 0.0 | 0.0 | $0 | $1,833,838 | $660,356 | Yes (X) | ||||
| Vanessa Benavides | ||||||||||
| SVP,Chief Legal Officer & Secy | 1.5 | 48.5 | Yes (X) | $0 | $1,792,455 | $308,115 | ||||
| Jeffrey Collins | ||||||||||
| Regional President - NW | 45.0 | 5.0 | Yes (X) | $0 | $1,956,975 | $127,172 | ||||
| Thomas Meier | ||||||||||
| SVP, Corporate Treasurer | 1.5 | 48.5 | Yes (X) | $0 | $1,721,108 | $121,348 | ||||
| Donald Orndoff | ||||||||||
| SVP, NFS | 4.0 | 46.0 | Yes (X) | $0 | $1,301,160 | $320,687 | ||||
| Alfonse Upshaw | ||||||||||
| SVP,Corporate Controller & CAO | 0.0 | 50.0 | $0 | $1,272,055 | $208,369 | Yes (X) | ||||
| Wendy Watson | ||||||||||
| Regional COO - NW | 50.0 | 0.0 | $0 | $804,647 | $192,650 | Yes (X) | ||||
| Rebecca Williams | ||||||||||
| VP, CFO - NW | 15.0 | 35.0 | $0 | $763,871 | $204,850 | Yes (X) | ||||
| David Thomason | ||||||||||
| SVP,Corporate Controller & CAO | 2.2 | 47.8 | Yes (X) | $0 | $897,898 | $52,883 | ||||
| Ryan Jenson | ||||||||||
| Interim Corp Controller & CAO | 3.5 | 46.5 | Yes (X) | $0 | $743,221 | $129,756 | ||||
| Brandon Cuevas | ||||||||||
| EVP, Health Plan | 4.0 | 46.0 | Yes (X) | $0 | $511,652 | $293,271 | ||||
| William Wiechmann | ||||||||||
| Assistant Secretary | 0.0 | 50.0 | $0 | $599,846 | $149,593 | Yes (X) | ||||
| Camille Applin-Jones | ||||||||||
| VP, Ambulatory Care & Clin Svc | 50.0 | 0.0 | $0 | $578,801 | $148,320 | Yes (X) | ||||
| Kirk Dobbins | ||||||||||
| Assistant Secretary | 49.5 | 0.5 | Yes (X) | $0 | $540,496 | $143,971 | ||||
| Hong-Sze Yu | ||||||||||
| VP, Brd & Corp Gov & Asst Secy | 3.5 | 46.5 | Yes (X) | $0 | $508,592 | $167,556 | ||||
| Kristin Bear | ||||||||||
| Assistant Secretary | 4.0 | 46.0 | Yes (X) | $0 | $474,637 | $170,789 | ||||
| Keith Forrester | ||||||||||
| VP, MSBD - NW | 50.0 | 0.0 | $0 | $492,225 | $97,569 | Yes (X) | ||||
| Wei Wang | ||||||||||
| ED, FP&A | 50.0 | 0.0 | $0 | $477,897 | $107,946 | Yes (X) | ||||
| Barbara Basney | ||||||||||
| VP, PR, Commns & Brand Mgmt | 50.0 | 0.0 | $0 | $448,717 | $108,164 | Yes (X) | ||||
| Nicole Kveton | ||||||||||
| VP, Quality & Safety - NW | 50.0 | 0.0 | $0 | $421,536 | $108,818 | Yes (X) | ||||
| Chad Melvin | ||||||||||
| ED, Strategic Planning | 50.0 | 0.0 | $0 | $398,670 | $93,576 | Yes (X) | ||||
| Jennifer Stacy | ||||||||||
| VP, MSBD - NW | 50.0 | 0.0 | $244,555 | $138,625 | $103,901 | Yes (X) | ||||
| Lindsay Liewergen | ||||||||||
| VP, Consumer Experience | 50.0 | 0.0 | $0 | $356,088 | $114,460 | Yes (X) | ||||
| Margaret E Porfido JD | ||||||||||
| Director | 0.0 | 0.5 | Yes (X) | $0 | $319,083 | $16,717 | ||||
| David F Hoffmeister | ||||||||||
| Director | 0.3 | 9.1 | Yes (X) | $0 | $280,951 | $17,907 | ||||
| Judith A Johansen JD | ||||||||||
| Director | 0.5 | 9.1 | Yes (X) | $10,300 | $280,500 | $6,534 | ||||
| Leslie S Heisz | ||||||||||
| Director | 0.3 | 5.7 | Yes (X) | $0 | $268,956 | $24,274 | ||||
| Ramon F Baez | ||||||||||
| Director | 0.1 | 4.55 | Yes (X) | $0 | $266,951 | $21,121 | ||||
| Jeffrey E Epstein | ||||||||||
| Director | 0.5 | 7.5 | Yes (X) | $0 | $265,915 | $13,187 | ||||
| Richard P Shannon MD | ||||||||||
| Director | 0.5 | 5.5 | Yes (X) | $0 | $236,500 | $27,421 | ||||
| Vivek Sharma | ||||||||||
| Director | 0.1 | 0.9 | Yes (X) | $0 | $261,456 | $0 | ||||
| Jenny J Ming | ||||||||||
| Director | 0.3 | 4.6 | Yes (X) | $0 | $248,772 | $12,004 | ||||
| Maryann Bodayle | ||||||||||
| Assistant Secretary | 1.0 | 49.0 | Yes (X) | $0 | $196,754 | $55,189 | ||||
| Matthew T Ryan | ||||||||||
| Director | 0.25 | 7.75 | Yes (X) | $0 | $250,951 | $0 | ||||
| A Eugene Washington MD | ||||||||||
| Director | 0.25 | 6.9 | Yes (X) | $0 | $244,000 | $4,278 | ||||
| David J Barger | ||||||||||
| Director | 0.5 | 10.5 | Yes (X) | $0 | $234,000 | $13,569 | ||||
| Regina M Benjamin MD MBA | ||||||||||
| Director | 0.5 | 7.5 | Yes (X) | $0 | $219,620 | $27,404 | ||||
| Edward Y W Pei | ||||||||||
| Director | 0.0 | 0.0 | $0 | $53,623 | $0 | Yes (X) | ||||
| Kim J Kaiser | ||||||||||
| Director | 0.0 | 1.0 | $10,300 | $28,704 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $51,440,467 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,070,992 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2562 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KAISER FOUNDATION HOSPITALS | |||||
| ONE KAISER PLAZA | OAKLAND | CA | 94612 | MEDICAL SERVICES | $1,134,523,439 |
| NORTHWEST PERMANENTE PC | |||||
| 500 NE MULTNOMAH ST | PORTLAND | OR | 972322099 | MEDICAL SERVICES | $804,059,685 |
| OREGON HEALTH SCIENCE UNIVERSITY | |||||
| PO BOX 3595 | PORTLAND | OR | 97208 | MEDICAL SERVICES | $123,139,677 |
| Permanente Dental Associates PC | |||||
| 500 N E Multnomah | PORTLAND | OR | 97232 | DENTAL SERVICES | $62,868,944 |
| PEACEHEALTH SOUTHWEST MEDICAL CENTE | |||||
| PO BOX 748636 | LOS ANGELES | CA | 90074 | MEDICAL SERVICES | $61,901,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 431 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,207,514 | GovernmentGrantsAmt |
| All Other Contributions | $306,995 | AllOtherContributionsAmt |
| Total Contributions | $1,514,509 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MEMBERS' DUES | 621491 | $3,162,715,972 | $3,087,371,755 | $75,344,217 | $0 |
| MEDICARE REVENUE | 621491 | $1,298,852,874 | $1,298,852,874 | $0 | $0 |
| SUPPLEMENTAL REVENUE | 621491 | $196,989,528 | $196,989,528 | $0 | $0 |
| NON-PLAN & INDUSTRIAL | 621491 | $7,155,322 | $4,347,244 | $2,808,078 | $0 |
| OTHER PROGRAM SVCS | 621491 | $433,908,632 | $433,908,632 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,099,622,328 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,405,352 | TotalRevenueColumnAmt |
| Exclusion | $36,405,352 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $931,255,009 | SecuritiesAmt |
| Other | $127,598 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $949,747,386 | SecuritiesAmt |
| Other | $275,604 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$18,492,377 | SecuritiesAmt |
| Other | -$148,006 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,640,383 | TotalRevenueColumnAmt |
| Exclusion | -$18,640,383 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,014 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,014 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,014 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,118,910,820 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,021,470,033 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $78,152,295 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,773,983 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,153 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $280,153 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,136,052 | TotalAmt |
| Program Services | $555,303,520 | ProgramServicesAmt |
| Management And General | $20,832,532 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,856,034 | TotalAmt |
| Program Services | $78,856,034 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,622,630 | TotalAmt |
| Program Services | $170,690,713 | ProgramServicesAmt |
| Management And General | $8,931,917 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,739,303 | TotalAmt |
| Program Services | $57,739,303 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,052 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $194,052 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695,012 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,695,012 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,365,213 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,365,213 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,139,623 | TotalAmt |
| Program Services | $1,306,798 | ProgramServicesAmt |
| Management And General | $6,832,825 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,736,013 | TotalAmt |
| Program Services | $16,419,179 | ProgramServicesAmt |
| Management And General | $316,834 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,885,782 | TotalAmt |
| Program Services | $169,493,795 | ProgramServicesAmt |
| Management And General | $63,391,987 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,449,395 | TotalAmt |
| Program Services | $27,449,395 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,775,052 | TotalAmt |
| Program Services | $6,662,382 | ProgramServicesAmt |
| Management And General | $112,670 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,341 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $551,341 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $661,826 | TotalAmt |
| Program Services | $661,826 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,449,827 | TotalAmt |
| Program Services | $60,269,501 | ProgramServicesAmt |
| Management And General | $180,326 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,675,237 | TotalAmt |
| Program Services | $18,675,237 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BASIC CONTRACTUAL PAYMENTS | $1,996,679,329 | $1,996,679,329 | $0 | $0 |
| MEDICAL & OTHER SUPPLIES | $739,947,496 | $676,550,075 | $63,397,421 | $0 |
| PURCHASED MEDICAL SERVICES | $614,608,730 | $614,608,730 | $0 | $0 |
| INTER-REGIONAL CHARGES | $293,483,066 | $287,900,891 | $5,582,175 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,040,391 | TotalAmt |
| Program Services | -$24,059,336 | ProgramServicesAmt |
| Management And General | $58,099,727 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,946,971,557 | TotalAmt |
| Program Services | $4,715,207,372 | ProgramServicesAmt |
| Management And General | $231,764,185 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,696,599 | BOYAmt |
| EOY | $6,402,477 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,194,575 | BOYAmt |
| EOY | $132,523,999 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,062,749 | BOYAmt |
| EOY | $45,518,437 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,459,206 | BOYAmt |
| EOY | $535,901,404 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,104,100,453 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $665,805,219 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,457,802 | BOYAmt |
| EOY | $438,295,234 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $679,930,843 | BOYAmt |
| EOY | $789,374,576 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,107,097 | BOYAmt |
| EOY | $130,198,630 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,055,908,871 | BOYAmt |
| EOY | $2,078,214,757 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,389,209 | BOYAmt |
| EOY | $266,782,830 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,335,659 | BOYAmt |
| EOY | $130,787,860 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,587,024 | BOYAmt |
| EOY | $221,323,984 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,311,892 | BOYAmt |
| EOY | $618,894,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,712,722 | BOYAmt |
| EOY | $179,712,722 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,227,884,257 | BOYAmt |
| EOY | $1,279,607,361 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,407,596,979 | BOYAmt |
| EOY | $1,459,320,083 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,055,908,871 | BOYAmt |
| EOY | $2,078,214,757 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $171,939,263 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $26,987,643 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$147,203,802 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $738,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $818,201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $325,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,514,509 | CurrentTaxYearAmt |
| Total | $3,408,565 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,467,072,552 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,634,650,434 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,740,085,648 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,776,998,772 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,021,470,033 | CurrentTaxYearAmt |
| Total | $23,640,277,439 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,467,811,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,635,468,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,740,411,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,777,010,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,022,984,542 | CurrentTaxYearAmt |
| Total | $23,643,686,004 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $23,643,686,004 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,730,220 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,986,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,242,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,413,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,405,352 | CurrentTaxYearAmt |
| Total | $119,776,926 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $263,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $255,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $441,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $186,780 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,312 | CurrentTaxYearAmt |
| Total | $1,296,633 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,994,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,241,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,683,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,599,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,554,664 | CurrentTaxYearAmt |
| Total | $121,073,559 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $277,551 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,014 | CurrentTaxYearAmt |
| Total | $318,455 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,494,805,198 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,656,987,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,754,097,023 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,799,640,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,059,548,220 | CurrentTaxYearAmt |
| Total | $23,765,078,018 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99489 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99519 | PublicSupportPY509Pct |
| Investment Income CY | 0.00509 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00480 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,487,206 | OtherCostOrOtherBasisAmt |
| Book Value | $36,487,206 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $775,205,487 | OtherCostOrOtherBasisAmt |
| Depreciation | $478,413,329 | DepreciationAmt |
| Book Value | $296,792,158 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,759,072 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,004,330 | DepreciationAmt |
| Book Value | $14,754,742 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $174,282,491 | OtherCostOrOtherBasisAmt |
| Depreciation | $136,159,009 | DepreciationAmt |
| Book Value | $38,123,482 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,366,197 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,228,551 | DepreciationAmt |
| Book Value | $52,137,646 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $438,295,234 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $98,066,425 |
| OPERATING RIGHT-OF-USE ASSETS | $22,770,536 |
| OTHER CURRENT ASSETS | $5,240,709 |
| TOTAL OTHER LT ASSETS | $4,120,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $130,198,630 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE ORGANIZATIONS | $42,869,759 |
| SELF-INSURED RISKS | $116,803,093 |
| OPERATING LEASE LIABILITIES | $16,486,396 |
| OTHER CURRENT LIABILITIES | $42,216,750 |
| OTHER LIABILITIES | $2,947,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $221,323,984 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 | FormAndLineReferenceDesc |
| Explanation | ASC 740 Footnote THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER ASC 740. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (45 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gregory Adams | ||||||||||||||
| Chairman & CEO | $0 | $2,123,581 | $0 | $9,103,058 | $0 | $1,340,747 | $0 | $122,468 | $0 | $31,592 | $0 | $12,721,446 | $0 | $0 |
| Kathryn Lancaster | ||||||||||||||
| EVP & Chief Financial Officer | $0 | $1,269,207 | $0 | $3,069,715 | $0 | $584,481 | $0 | $118,595 | $0 | $19,304 | $0 | $5,061,302 | $0 | $0 |
| Kimberly Horn | ||||||||||||||
| EVP, Group President, MOC | $0 | $1,118,899 | $0 | $1,571,247 | $0 | $1,927,210 | $0 | $100,993 | $0 | $33,202 | $0 | $4,751,551 | $0 | $1,391,673 |
| Janet Liang | ||||||||||||||
| EVP, Group President & COO | $0 | $1,262,682 | $0 | $2,460,748 | $0 | $693,948 | $0 | $51,770 | $0 | $38,065 | $0 | $4,507,213 | $0 | $0 |
| Arthur Southam | ||||||||||||||
| EVP, Health Plan Ops & CGO | $0 | $194,706 | $0 | $3,022,498 | $0 | $559,033 | $0 | $10,910 | $0 | $7,665 | $0 | $3,794,812 | $0 | $0 |
| Ruth Williams-Brinkley | ||||||||||||||
| Regional President | $0 | $804,931 | $0 | $1,256,152 | $0 | $1,357,533 | $0 | -$201,208 | $0 | $24,271 | $0 | $3,241,679 | $0 | $968,436 |
| Mark Zemelman | ||||||||||||||
| SVP, General Counsel & Secy | $0 | $0 | $0 | $0 | $0 | $1,833,838 | $0 | $660,356 | $0 | $0 | $0 | $2,494,194 | $0 | $0 |
| Vanessa Benavides | ||||||||||||||
| SVP,Chief Legal Officer & Secy | $0 | $708,622 | $0 | $1,028,988 | $0 | $54,845 | $0 | $288,586 | $0 | $19,529 | $0 | $2,100,570 | $0 | $0 |
| Jeffrey Collins | ||||||||||||||
| Regional President - NW | $0 | $790,487 | $0 | $855,778 | $0 | $310,710 | $0 | $93,453 | $0 | $33,719 | $0 | $2,084,147 | $0 | $0 |
| Thomas Meier | ||||||||||||||
| SVP, Corporate Treasurer | $0 | $593,270 | $0 | $977,784 | $0 | $150,054 | $0 | $94,964 | $0 | $26,384 | $0 | $1,842,456 | $0 | $227,652 |
| Donald Orndoff | ||||||||||||||
| SVP, NFS | $0 | $185,407 | $0 | $452,361 | $0 | $663,392 | $0 | $307,153 | $0 | $13,534 | $0 | $1,621,847 | $0 | $36,947 |
| Alfonse Upshaw | ||||||||||||||
| SVP,Corporate Controller & CAO | $0 | $535,015 | $0 | $558,993 | $0 | $178,047 | $0 | $176,289 | $0 | $32,080 | $0 | $1,480,424 | $0 | $109,173 |
| Wendy Watson | ||||||||||||||
| Regional COO - NW | $0 | $464,263 | $0 | $313,823 | $0 | $26,561 | $0 | $170,366 | $0 | $22,284 | $0 | $997,297 | $0 | $0 |
| Rebecca Williams | ||||||||||||||
| VP, CFO - NW | $0 | $401,417 | $0 | $289,644 | $0 | $72,810 | $0 | $176,468 | $0 | $28,382 | $0 | $968,721 | $0 | $0 |
| David Thomason | ||||||||||||||
| SVP,Corporate Controller & CAO | $0 | $412,855 | $0 | $0 | $0 | $485,043 | $0 | $42,288 | $0 | $10,595 | $0 | $950,781 | $0 | $0 |
| Ryan Jenson | ||||||||||||||
| Interim Corp Controller & CAO | $0 | $346,441 | $0 | $349,170 | $0 | $47,610 | $0 | $100,508 | $0 | $29,248 | $0 | $872,977 | $0 | $0 |
| Brandon Cuevas | ||||||||||||||
| EVP, Health Plan | $0 | $282,154 | $0 | $0 | $0 | $229,498 | $0 | $286,674 | $0 | $6,597 | $0 | $804,923 | $0 | $0 |
| William Wiechmann | ||||||||||||||
| Assistant Secretary | $0 | $328,762 | $0 | $205,699 | $0 | $65,385 | $0 | $118,517 | $0 | $31,076 | $0 | $749,439 | $0 | $0 |
| Camille Applin-Jones | ||||||||||||||
| VP, Ambulatory Care & Clin Svc | $0 | $354,196 | $0 | $183,955 | $0 | $40,650 | $0 | $111,712 | $0 | $36,608 | $0 | $727,121 | $0 | $0 |
| Kirk Dobbins | ||||||||||||||
| Assistant Secretary | $0 | $321,865 | $0 | $198,662 | $0 | $19,969 | $0 | $113,995 | $0 | $29,976 | $0 | $684,467 | $0 | $0 |
| Hong-Sze Yu | ||||||||||||||
| VP, Brd & Corp Gov & Asst Secy | $0 | $300,090 | $0 | $188,569 | $0 | $19,933 | $0 | $137,523 | $0 | $30,033 | $0 | $676,148 | $0 | $0 |
| Kristin Bear | ||||||||||||||
| Assistant Secretary | $0 | $313,172 | $0 | $131,402 | $0 | $30,063 | $0 | $149,166 | $0 | $21,623 | $0 | $645,426 | $0 | $0 |
| Keith Forrester | ||||||||||||||
| VP, MSBD - NW | $0 | $162,416 | $0 | $227,717 | $0 | $102,092 | $0 | $83,073 | $0 | $14,496 | $0 | $589,794 | $0 | $53,942 |
| Wei Wang | ||||||||||||||
| ED, FP&A | $0 | $257,250 | $0 | $169,736 | $0 | $50,911 | $0 | $72,990 | $0 | $34,956 | $0 | $585,843 | $0 | $0 |
| Barbara Basney | ||||||||||||||
| VP, PR, Commns & Brand Mgmt | $0 | $251,667 | $0 | $140,400 | $0 | $56,650 | $0 | $79,889 | $0 | $28,275 | $0 | $556,881 | $0 | $0 |
| Nicole Kveton | ||||||||||||||
| VP, Quality & Safety - NW | $0 | $290,420 | $0 | $113,938 | $0 | $17,178 | $0 | $84,772 | $0 | $24,046 | $0 | $530,354 | $0 | $0 |
| Chad Melvin | ||||||||||||||
| ED, Strategic Planning | $0 | $251,321 | $0 | $122,749 | $0 | $24,600 | $0 | $54,970 | $0 | $38,606 | $0 | $492,246 | $0 | $0 |
| Jennifer Stacy | ||||||||||||||
| VP, MSBD - NW | $141,131 | $85,826 | $50,001 | $30,009 | $53,423 | $22,790 | $9,689 | $70,274 | $15,609 | $8,329 | $269,853 | $217,228 | $0 | $0 |
| Lindsay Liewergen | ||||||||||||||
| VP, Consumer Experience | $0 | $252,302 | $0 | $88,614 | $0 | $15,172 | $0 | $79,933 | $0 | $34,527 | $0 | $470,548 | $0 | $0 |
| Margaret E Porfido JD | ||||||||||||||
| Director | $0 | $297,000 | $0 | $0 | $0 | $22,083 | $0 | $16,717 | $0 | $0 | $0 | $335,800 | $0 | $0 |
| David F Hoffmeister | ||||||||||||||
| Director | $0 | $266,500 | $0 | $0 | $0 | $14,451 | $0 | $17,907 | $0 | $0 | $0 | $298,858 | $0 | $0 |
| Judith A Johansen JD | ||||||||||||||
| Director | $10,300 | $280,500 | $0 | $0 | $0 | $0 | $0 | $6,534 | $0 | $0 | $10,300 | $287,034 | $0 | $0 |
| Leslie S Heisz | ||||||||||||||
| Director | $0 | $249,000 | $0 | $0 | $0 | $19,956 | $0 | $24,274 | $0 | $0 | $0 | $293,230 | $0 | $0 |
| Ramon F Baez | ||||||||||||||
| Director | $0 | $252,500 | $0 | $0 | $0 | $14,451 | $0 | $21,121 | $0 | $0 | $0 | $288,072 | $0 | $0 |
| Jeffrey E Epstein | ||||||||||||||
| Director | $0 | $256,500 | $0 | $0 | $0 | $9,415 | $0 | $13,187 | $0 | $0 | $0 | $279,102 | $0 | $0 |
| Richard P Shannon MD | ||||||||||||||
| Director | $0 | $236,500 | $0 | $0 | $0 | $0 | $0 | $27,421 | $0 | $0 | $0 | $263,921 | $0 | $0 |
| Vivek Sharma | ||||||||||||||
| Director | $0 | $241,500 | $0 | $0 | $0 | $19,956 | $0 | $0 | $0 | $0 | $0 | $261,456 | $0 | $0 |
| Jenny J Ming | ||||||||||||||
| Director | $0 | $229,000 | $0 | $0 | $0 | $19,772 | $0 | $12,004 | $0 | $0 | $0 | $260,776 | $0 | $0 |
| Maryann Bodayle | ||||||||||||||
| Assistant Secretary | $0 | $180,482 | $0 | $13,962 | $0 | $2,310 | $0 | $44,374 | $0 | $10,815 | $0 | $251,943 | $0 | $0 |
| Matthew T Ryan | ||||||||||||||
| Director | $0 | $236,500 | $0 | $0 | $0 | $14,451 | $0 | $0 | $0 | $0 | $0 | $250,951 | $0 | $0 |
| A Eugene Washington MD | ||||||||||||||
| Director | $0 | $244,000 | $0 | $0 | $0 | $0 | $0 | $4,278 | $0 | $0 | $0 | $248,278 | $0 | $0 |
| David J Barger | ||||||||||||||
| Director | $0 | $234,000 | $0 | $0 | $0 | $0 | $0 | $13,569 | $0 | $0 | $0 | $247,569 | $0 | $0 |
| Regina M Benjamin MD MBA | ||||||||||||||
| Director | $0 | $210,000 | $0 | $0 | $0 | $9,620 | $0 | $27,404 | $0 | $0 | $0 | $247,024 | $0 | $0 |
| Edward Y W Pei | ||||||||||||||
| Director | $0 | $0 | $0 | $0 | $0 | $53,623 | $0 | $0 | $0 | $0 | $0 | $53,623 | $0 | $43,217 |
| Kim J Kaiser | ||||||||||||||
| Director | $10,300 | $14,000 | $0 | $0 | $0 | $14,704 | $0 | $0 | $0 | $0 | $10,300 | $28,704 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, line 3 | THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED BELOW TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF A RELATED ORGANIZATION. |
| SCHEDULE J, PART I, LINE 4A | Mark Zemelman $1,823,105 Donald Orndoff 501,026 LISTED PERSONS PARTICIPATED IN SEPARATION ARRANGEMENTS. DEPENDING ON POSITION LEVEL, TENURE, AND SEPARATION REASON, BENEFITS PAYABLE UNDER THESE ARRANGEMENTS PROVIDE FOR PAY AND HEALTH BENEFITS CONTINUATION PLUS PAYMENT OF ACCRUED OBLIGATIONS. IN ADDITION, FOR SOME OF THE LISTED PERSONS, BENEFITS PAYABLE INCLUDE PRORATED INCENTIVE AWARDS FOR PERFORMANCE PERIODS NOT YET ENDED. NONE OF THE LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO CHANGE-OF-CONTROL PAYMENTS. |
| SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Gregory Adams $ 1,177,969 Kathryn Lancaster 521,405 Kimberly Horn 1,872,534 Janet Liang 640,943 Arthur Southam 521,405 Ruth Williams-Brinkley 1,288,433 Jeffrey Collins 251,204 Thomas Meier 95,030 Donald Orndoff 147,967 Alfonse Upshaw 135,880 William Wiechmann 43,391 Keith Forrester 68,521 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE. |
| Schedule J, Part I, line 7 | NON-FIXED PAYMENTS THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO SOME OF THE PERSONS LISTED. PAYMENTS WERE MADE UNDER DISCRETIONARY BONUS PROGRAMS AND INCENTIVE PLANS, BASED ON ATTAINMENT OF ORGANIZATIONAL PERFORMANCE GOALS AND INDIVIDUAL PERFORMANCE, DESIGNED TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE HIGH-QUALITY, AFFORDABLE CARE AND IMPROVE THE HEALTH OF ITS MEMBERS AND THE COMMUNITIES IT SERVES. THE PLANS' ORGANIZATIONAL PERFORMANCE GOALS INCLUDED: QUALITY OF CARE AND SERVICE, MEMBERSHIP GROWTH, OPERATING INCOME, PER MEMBER EXPENSE TREND, AND COMMUNITY BENEFIT. PLAN DESIGNS, PERFORMANCE, AND PAYOUT LEVELS, AS WELL AS INDIVIDUAL PAYMENTS TO CERTAIN PERSONS, WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED OF INDEPENDENT DIRECTORS. |
| SCHEDULE J, PART I, LINE 8 | CERTAIN AMOUNTS REPORTED IN FORM 990, PART VII, WERE PAID OR ACCRUED PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-4(A)(3). FIXED PAYMENTS WERE PAID TO OR ACCRUED FOR 2 OFFICERS IN 2023. |
| SCHEDULE J, PART II, COLUMN F | AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN F INCLUDE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION, AS WELL AS DISTRIBUTIONS FROM A 457(B) PLAN THAT WERE PREVIOUSLY REPORTED AS REPORTABLE COMPENSATION IN ACCORDANCE WITH FORM 990 INSTRUCTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (29 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINES 4A - 4D | I. Introduction A. About Kaiser Permanente Founded in 1945, Kaiser Permanente is recognized as one of America's leading health care providers and nonprofit health plans. We currently serve 12.6 million members in 8 states and the District of Columbia. We were created to meet the challenge of providing American workers with medical care during the Great Depression and World War II, when most people could not afford to go to a doctor. Since our beginnings, we have been committed to helping shape the future of healthcare. Kaiser Permanente exists to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. Kaiser Permanente's integrated health care model means we seamlessly provide care and coverage together with a wide range of services under one roof, whether in a Kaiser Permanente medical office or hospital, or at a contracted facility. Care for members and patients is focused on their total health and guided by their personal Permanente Medical Group physicians, specialists, and team of caregivers. Our expert and caring medical teams are empowered and supported by industry-leading technology advances and tools for health promotion, disease prevention, state-of-the-art care delivery, and world-class chronic disease management. Kaiser Permanente is dedicated to care innovations, clinical research, health education, and the support of community health. |
| B. Kaiser Permanente's Approach to Community Health | At Kaiser Permanente, we recognize that where we live, work, learn, and play has a big impact on our health and well-being. We are driven by our mission to improve the health of our members and the communities we serve. To be our healthiest, we need more than high-quality medical care; we need to improve the conditions for health and equity in the communities we serve. This means addressing all the factors that affect health, such as having a safe place to live, enough money to pay the bills, and access to healthy meals. Kaiser Permanente community investments and partnerships address the factors that impact health and well-being. |
| C.Kaiser Permanente's Total Contribution | Kaiser Permanente provided $3.1 billion in 2023 to improve the health of our communities. The amounts attributable to Kaiser Foundation Health Plan of the Northwest is $79.5 million as follows: - Financial Assistance at cost - $26.7 MILLION - Medicaid - $37 MILLION - Costs of other means-tested government programs - $10.8 MILLION - Community health improvement services and community benefit operations - $4.7 MILLION - Health Professions Education - $78,000 In addition to our direct spend, we also leverage assets from across Kaiser Permanente to help us achieve our mission to improve the health of communities. This includes our widely recognized activities around supplier diversity, socially responsible investing and environmental stewardship. Kaiser Foundation Health Plan of the Northwest partners with Kaiser Foundation Hospitals to provide health care services and improve the health of the communities we serve. |
| II.Health Access | Ensuring health access means serving those most in need of health care through Medicaid, medical financial assistance, charitable health coverage, and other forms of subsidized care and coverage. It also means connecting people with wrap-around social services, healthy meals, affordable homes, safe playgrounds, and supportive schools. For many low-income people without access to health care coverage, or for those who lose their jobs and can't maintain health care coverage, an emergency room is often the only place they receive care. At Kaiser Permanente, we're working to change that with programs that lower financial barriers by providing deeply subsidized health coverage and medical financial assistance for care. We also provide information about how to access and qualify for public programs such as Medicaid and financial assistance through the marketplace to individuals who may be eligible. Kaiser Foundation Health Plan of the Northwest supports the health access needs of our communities through a combination of coverage and care programs. We provide coverage to low-income populations through our participation in government programs like Medicaid and the Children's Health Insurance Programs (CHIP) and via our own Charitable Health Coverage (CHC) program, which provides a premium subsidy for Kaiser Permanente coverage for qualified low-income families and children who do not have access to public or private health coverage. Similarly, we provide care to low-income populations through our treatment of Medicaid and CHIP enrollees, and second, via the Medical Financial Assistance (MFA) program, which is Kaiser Permanente's traditional charity care or financial assistance program (FAP). For Kaiser Foundation Health Plan, Inc. and all of its subsidiary health plans, the main way to address health access challenges is by absorbing the cost of the coverage and care programs described above. |
| A.Coverage | Having health coverage means consistent access to comprehensive and continuous medical and preventative services for people to get and stay healthy, a much better alternative to episodic care at emergency departments. KP is committed to advancing equity and removing disparities in access to coverage and health outcomes. i. Coverage provided through Medicaid, CHIP and other government programs The Affordable Care Act has had a far-reaching impact on the landscape of government-sponsored programs, as these options have become a key source of health coverage for a significant portion of the US population. Kaiser Permanente has organizational strategies to enable individuals with low incomes to obtain and/or retain health coverage through Medicaid, CHIP or other government programs. At the end of 2023, Kaiser Foundation Health Plan of the Northwest was providing coverage to a total of 88,000 people through these government programs. ii. Coverage provided through Charitable Health Coverage (CHC) Kaiser Permanente's CHC programs provide health care coverage to low-income individuals and families who don't have access to other public or private health coverage. CHC programs work by enrolling qualifying individuals in a Kaiser Permanente Individual and Family Health Plan. Through CHC, members' monthly premiums are subsidized, and members do not have to pay copays or out-of-pocket costs for most care at Kaiser Permanente facilities. Through CHC, members have a medical home that includes comprehensive coverage, preventive services and consistent access through the "front door" of the health delivery system. At the end of 2023, Kaiser Foundation Health Plan of the Northwest was providing coverage to approximately 530 people through the CHC program. |
| B.Care | To get and/or stay healthy, people need access to high quality care by providers they trust. This care must include preventative services and required medications so that people can avoid ending up in the emergency room or requiring more extensive services down the line. Kaiser Permanente helps low-income populations gain access to this type of care by leveraging the full scope of its integrated delivery system, including not only critical hospital-based services but also outpatient primary, specialty and pharmacy services. i. Care provided through Medicaid, CHIP and other government programs Kaiser Permanente provides a wide range of health care services to individuals enrolled in Medicaid, CHIP and other government programs, regardless of whether they are assigned to Kaiser Permanente or not. In addition to the individuals who received health coverage in 2023 due to Kaiser Permanente's participation in these government programs, Kaiser Foundation Health Plan of the Northwest also subsidized care to people who are enrolled in these programs but not formally assigned to Kaiser Foundation Health Plan. ii. Care subsidized by Medical Financial Assistance (MFA) KP's Medical Financial Assistance program (MFA) improves health care access for people with limited incomes and resources and is fundamental to Kaiser Permanente's mission. Our MFA program helps low-income, uninsured, and underinsured patients receive access to care. The program provides temporary financial assistance or free care to patients who receive health care services from our providers, regardless of whether they have health coverage or are uninsured. Eligibility for financial assistance is based on financial need. In general, patients whose household income is at or below 300%, and in some regions up to 400%, of the federal poverty limit are eligible for the MFA program. Patients who are experiencing high medical expenses as compared to their income may be eligible under high medical expenses criteria, regardless of household income. The MFA program covers emergency and medically necessary health care services, pharmacy services and products, and medical supplies provided at Kaiser Permanente facilities (such as hospitals, medical centers, and medical office buildings), at Kaiser Permanente outpatient pharmacies, or by Kaiser Permanente providers. Over the course of 2023, Kaiser Foundation Health Plan of the Northwest subsidized care for a total of 27,000 people through the MFA program. |
| C.Safety-Net Partnerships | Kaiser Permanente also increases access to health care in the community by establishing safety net partnerships. Safety net providers are a mix of public hospitals, community-based organizations such as federally qualified health centers, and other health care organizations. Safety-net health care providers provide care for patients who have low incomes and/or are uninsured regardless of their ability to pay. In Kaiser Permanente service areas, federally qualified health centers serve the uninsured, Medicaid, and other vulnerable populations. Strengthening the safety net advances our mission to improve the conditions for health and equity in the community. Our communities' most vulnerable populations, including a disproportionate number of low-income people of color, rely on the safety net for their health care needs. Our support ensures that communities have access to a strong safety net that can equitably meet patients' needs and improve health outcomes for low-income patients including people experiencing homelessness. In 2023, Kaiser Foundation Health Plan of the Northwest partnered with the Immigrant and Refugee Community Organization, Adelante Mujeres, and Mano a Mano Family Center to support their mobile health and dental clinics. This partnership will provide culturally and linguistically specific outreach and services including linkage to resources for free/low-cost ongoing dental care and complex procedures, diabetes and hypertension screening/referrals, and mental health screening/referral. Kaiser Foundation Health Plan of the Northwest also partnered with the Community Development Corporation of Oregon (dba Rockwood Community Development Corporation) to provide easy access to dental care for individual who identify as BIPOC, LGBTQ, Veteran, elderly, immigrant, refugees, and/or non-insured community members in East County through the Rockwood Cares program. This program works to strengthen communities by providing equal access to quality dental care and medical resource support with limited barriers. The program helps individuals in the community apply or renew for health coverage and we will support them in making their primary care appointments. |
| III.Community Health | At Kaiser Permanente, we are working to improve the conditions for health and equity in communities by addressing the root causes of health, such as economic opportunity, affordable housing, safe and supportive schools, and a healthy environment. These improvements grow from our collaboration with each community to co-design and co-create solutions that truly make a positive impact. |
| A.Economic Opportunity | Inclusive economic growth is critical to both individual and community health. When there is a lack of economic opportunity in communities, the prospects for upward social mobility are diminished, often resulting in poorer health and higher mortality rates for people living in those communities. By contrast, economic growth and opportunity provides individuals with jobs, income, a sense of purpose, and opportunities to improve their circumstances over time. Kaiser Permanente recognizes that the way we do business can support economic opportunity in local communities through how we hire, purchase, build our facilities and partner with communities. Some ways that we're helping revitalize and grow our communities by strengthening economic opportunity include: - Providing good jobs to individuals facing barriers to employment through high-impact hiring and workforce pipeline efforts. - Pursuing a social impact investment strategy to support impact investments aimed at addressing key social issues that have a significant impact on health. - Purchasing goods and services from local, diverse, small businesses and seeking out vendor partners with missions and business practices that align with our own. - Building new facilities with an emphasis on positive local community impact, including neighborhood revitalization, and deep community engagement. - Partnering with community organizations to grow local business capacity, increase access to good jobs, and support stable, quality, affordable housing. Kaiser Permanente is also deepening our efforts to get at the heart of inequities, addressing systemic racism, breaking cycles of trauma, and creating economic opportunities for communities that have endured decades of underinvestment. We are working with these communities to overcome systemic and structural economic disadvantage and supporting the resiliency of businesses owned by Black and other historically underrepresented individuals, recognizing that it will require sustained efforts to increase access to business capital and build capacity for growth. Success for these communities requires intentional, long-term investment, and ongoing work to dismantle racist systems that create barriers to success. In addition, Kaiser Permanente is working to expand access to education and career pathways in health care. We support programs and initiatives that provide clear education and career pathways, in health care and mental health, especially for people of color, who have historically faced gaps in income and earning potential. This includes helping professionals graduate into allied health careers, public health fellowship opportunities, and providing local grants to support people with access to opportunities for higher education and job training programs. In 2023, Kaiser Foundation Health Plan of Northwest partnered with the Oregon Native American Chamber as part of the Diverse Business Growth strategy to support diverse-led organizations that understand the structural barriers experienced by diverse entrepreneurs. These organizations are working to address these challenges through direct individual interventions and/or systems-level interventions. Since 2020, this initiative has supported diverse entrepreneurs to overcome systemic barriers to launching, sustaining, and growing small businesses. This program serves early-stage Native American entrepreneurs in Oregon and Washington, populations that suffer from extreme economic inequity, with the goal of helping them develop thriving businesses that will lead to community development, household income stability, and wealth creation. Additionally, Kaiser Foundation Health Plan of Northwest partnered with the University of Portland Foundation in an effort to diversify Portland's future workforce. Through their Ignite program, the university will address the growing need for a health-focused workforce in the state. It aims to strengthen workforce development partnerships, create a more sustainable program infrastructure, increase the number and diversity of students pursuing high-demand health careers, improve their training and preparation, and prepare students to enter high-demand health careers, with increased focus on public and behavioral health. |
| B.Housing for Health | Without a safe place to call home, it's nearly impossible to focus on basic health and medical needs. For years, Kaiser Permanente has led efforts to end homelessness and preserve affordable housing. We do this by investing in solutions, helping shape public policy, and forming innovative partnerships. Inadequate housing contributes to several health problems, including chronic diseases, injuries, and poor mental health. Housing security is a crucial health issue for disadvantaged populations, such as low-income communities and communities of color. Working to solve housing insecurity is part of Kaiser Permanente's focus on improving equitable conditions for people of color in America. We are addressing historical disinvestment in our communities, which is directly tied to racism and racial inequities. This kind of disinvestment and lack of economic opportunity can impact affordable housing. Through innovative partnerships and strategic investments, Kaiser Permanente is working to bridge the unique strengths of the health and housing sectors, to strengthen neighborhoods, drive equitable health outcomes and help communities thrive. In 2023, Kaiser Foundation Health Plan of the Northwest partnered with 6 organizations across Oregon as part of the Medical Respite initiative which aims to strengthen the ecosystem of medical respite providers to better align with the Standards for Medical Respite Programs (MRPs), advance best practices, and enhance state-of-the-field knowledge in medical respite. Medical respite programs provide post-acute care for people experiencing homelessness who are too ill or frail to recover from an illness or injury on the street or in shelter, but who do not require hospital level care. Medical respite programs offer short-term residential care for people experiencing homelessness to recover and heal in a safe environment while also accessing clinical care and support services, including transition into a stable living environment. While there is growing demand for medical respite care and safe discharge facilities across the country, medical respite continues to be an emerging field with programs varying widely by facility types, staffing, services, and standards of care. |
| C.Thriving Schools | At Kaiser Permanente, we're committed to not only delivering great health care but also creating communities where people can be healthy in all the places they live, learn, work, and play. Thriving Schools brings together Kaiser Permanente's extensive health care expertise and our partnerships with nationally recognized and trusted organizations working to support K-12 school systems to be a beacon of health in their community. Thriving Schools takes an integrated approach to school health, curating the best thinking and guidance on how to keep students, staff, teachers, and families healthy across four dimensions of health: physical health, mental health, social health, and equity and access. Taking an integrated approach to health means supporting schools and districts in advancing their wellness and educational goals by incorporating health-related strategies into school and district improvement efforts. Like the communities in which they sit, schools often reflect a diversity of cultures, beliefs, and experiences. As such, the services and opportunities they provide must ensure that all students and staff are given the opportunity to reach their full potential. Thriving Schools' integrated approach explicitly addresses equity and inclusion, both in the assessment tools we use, and in the resources, we offer for school staff and district leaders. Kaiser Permanente's Educational Theatre has inspired and empowered millions of students and adults in communities across the United States to make healthy choices. Educational Theatre offers a wide range of award-winning, no-cost theatrical programs that engage and inspire students, teachers, and staff to make healthy choices. These award-winning virtual performances and workshops address important health topics that enhance our comprehensive approach to social health, mental health, and resilience. In 2023, Kaiser Foundation Health Plan of Northwest collaborated with the Washington School-Based Health Alliance to advocate for, support, and improve school-based health care for K-12 students. This support will continue to provide leadership in this work in Kaiser Foundation Health Plan of Northwest's Washington service area and will increase the capacity of the school-based health field in response to the growth in funding and demand for school-based health centers (SBHCs) and school-based health services during and following the COVID-19 pandemic. Capacity-building will include hosting virtual trainings and communities of practice, developing further guidance and resources for SBHC planning, providing geographically and culturally responsive technical assistance, and offering on-site support for SBHCs. |
| D.Community Support Hub | Social determinants of health - the conditions in which people live, learn, work, and play - affect a wide range of health risks and outcomes. Access to quality health care is critical, but social factors, such as lack of safe housing and transportation, inadequate education or job opportunities, and poor access to good nutrition and physical activity, inevitably create barriers to health and wellbeing. While many social resources may exist in a community or through government programs, they are often unknown to those most in need and disconnected from one another even when serving the same person, creating confusion and exacerbating stress for communities. We launched the Kaiser Permanente Community Support Hub in 2023 as a support center dedicated to helping people meet their basic needs so they can achieve good health. The Kaiser Permanente Community Support Hub's resource directory is a searchable database of tens of thousands of community-based programs and services that anyone can explore online at kp.org/communityresources at their own convenience. It is accessible anytime for anyone seeking help with basic needs - members and nonmembers alike - to explore and connect with social services and assistance programs in their communities. The hub operates with a proactive service model, using text, email, and phone outreach to facilitate social health screenings and offer support connecting to local community-based resources and public benefits. The hub also operates a toll-free call center. |
| E.Food and Nutrition Security | Kaiser Permanente's comprehensive approach to food and nutrition security includes transforming the economic, social, and policy environments connected to food so that people across the nation can access and afford healthy food. To help address the food needs of its communities, Kaiser Permanente has invested in the improvement of food and nutrition security and helped with applications for federal nutrition programs like Supplemental Nutrition Assistance Program (SNAP) and Women, Infants, and Children (WIC). Kaiser Permanente continues to work with community partners to provide free, nutritious meals in low-income communities. We also joined health and nutrition experts from around the country to share results and best practices about Food is Medicine programs to advance the evidence base for food and nutrition programs in health care and establish food-based interventions as standard health care practices. |
| IV.Policy and Systems | A. Advancing Systems Change Through Kaiser Foundation Health Plan of the Northwest's ongoing partnerships with community organizations, municipal leaders, and public health champions, we are working to incorporate health, equity and sustainability considerations into public policy and the built environment in ways that influence how neighborhoods take shape and grow. Since 2018, we have partnered with the de Beaumont Foundation, a leader in public health philanthropy, to help U.S. cities thrive through the CityHealth initiative. CityHealth tracks and reports on proven policy solutions and works with cities to advance policies that achieve community health priorities. Through this relationship, Kaiser Foundation Health Plan of the Northwest leverages its deep expertise in health policy, government relations, and community-based prevention to accelerate cities' efforts to improve people's health and quality of life. The policy menu includes affordable housing trusts, complete streets, earned sick leave, eco-friendly purchasing, flavored tobacco restrictions, greenspace, healthy food purchasing, healthy rental housing, high-quality and accessible pre-K, legal support for renters, safer alcohol sales, and smoke free indoor air. For Kaiser Foundation Health Plan of the Northwest, this partnership complements the organization's established approach to community health - bringing together health leaders, clinicians and community partners to help solve the social, economic and environmental health challenges facing the residents who live in the communities it serves. As an organization, Kaiser Permanente regularly looks at the issues that impact the health and well-being of our members and communities. Gun violence is an urgent public health issue in the United States. In 2022, we launched the Kaiser Permanente Center for Gun Violence Research and Education. The center is focused on funding equity-centered researchers to support their work focusing on impacted and historically underserved communities. This includes studies on innovative community-based solutions and clinical interventions to address the long-term physical, mental, and emotional consequences of gun violence. The education component of the center is focused on collaborating with community-based organizations to bring a deeper understanding of the root causes of gun violence, its, impacts, and solutions to advocates in health care, business, policy-making, the community, and beyond. In January 2023, Kaiser Permanente made a commitment to the center to support scientific research, provide health-focused public education, as well as scale innovative evidence-based, community-centered interventions that address and prevent gun violence. Kaiser Permanente is also committed to strengthening our public health system and ensuring the U.S. health system is well-equipped to respond to future public health emergencies. In collaboration with key partners, Kaiser Permanente is striving to build a more resilient public health system by improving the connections between public health, health care, and community-based organizations, and by establishing a public health research agenda. Creating a strong healthcare ecosystem that works effectively with the nation's public health system is a key mechanism for promoting health equity and improving community health. Everyone has a role to play in supporting and enhancing public health in the U.S. Kaiser Permanente is proud to rally for public health with partners across industries through investments, engagement, and coalition building. |
| B.Environmental Stewardship | At Kaiser Permanente, we believe it is our responsibility to continue to contribute to solutions that help slow climate change and raise awareness of its health impacts. One way to improve the health of the people who live in the communities we serve is to protect the environment and minimize our environmental impact. We create partnerships with others to develop policies and systems that strengthen community health and protect the environment. This includes how we operate our facilities and invest in our communities. We have, and will continue to, set ambitious goals to drive both internal and private sector climate action. We prioritize reducing greenhouse gas emissions to lower our carbon footprint and lower the climate impact on the health of the communities Kaiser Permanente serves. In 2023, we dedicated 32.2% of overall spending on products to items that met our Environmentally Preferable Purchasing standards and ensured 100% of our overall operations were powered by onsite and offsite renewable electricity. Through innovations in energy use, construction and building strategies, supply chain, food systems, finance, and clinical practice that promote community health, we are leading the health care sector in reducing environmental contributors to disease and illness. As part of our effort to promote health and health equity as central objectives in private sector climate action, we partnered throughout the year with key stakeholders in many industries, including finance, business, energy, conservation, education, and public policy, to help shape their approaches to sustainable business practices. |
| C.Health Professionals Education | Our health professions education programs include both physician training programs like Graduate Medical Education (GME) and non-physician training programs (i.e., residency programs). Our GME program provides training and education for medical residents and interns in the interest of educating the next generation of physicians. Residents are offered the opportunity to serve a large, culturally diverse member and patient base in a setting with sophisticated technology and information systems, established clinical guidelines and an emphasis on preventive and primary care. The majority of medical residents are studying within the primary care medicine areas of family practice, internal medicine, ob/gyn, pediatrics, preventive medicine, and psychiatry. In addition to GME, we provide a range of training and education programs for nurse practitioners, nurses, radiology and sonography technicians, physical therapists, post-graduate psychology and social work students, pharmacists, and other non-physician health professionals. |
| D.Research | Kaiser Permanente's research efforts are core to the organization's mission to improve population health, and its commitment to continued learning. Kaiser Permanente researchers study critical health issues such as cancer, cardiovascular conditions, diabetes, behavioral and mental health, and health care delivery improvement. Kaiser Permanente's research is broadly focused on three themes: understanding health risks; addressing patients' needs and improving health outcomes; and informing policy and practice to facilitate the use of evidence-based care. Kaiser Permanente is uniquely positioned to conduct research due to its rich, longitudinal, electronic clinical databases that capture virtually complete health care delivery, payment, decision-making and behavioral data across inpatient, outpatient, and emergency department settings. |
| FORM 990, PART VI, LINE 1a | Voting Member and Governing Body THE EXECUTIVE COMMITTEE, COMPOSED OF THE DIRECTORS THAT ARE THE CHAIRS OF THE BOARD'S OTHER STANDING COMMITTEES, HAS AUTHORITY TO ACT FOR THE BOARD BETWEEN MEETINGS EXCEPT IT HAS NO AUTHORITY TO: A. FILL VACANCIES ON THE BOARD OR THE COMMITTEE; B. FIX THE COMPENSATION OF DIRECTORS FOR SERVING ON THE BOARD OR ANY COMMITTEE; C. ADOPT, AMEND OR REPEAL BYLAWS; D. AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS CANNOT BE AMENDED OR REPEALED BY THE EXECUTIVE COMMITTEE; E. APPOINT COMMITTEES OF THE BOARD OR APPOINT THE MEMBERS THEREOF; OR F. APPROVE ANY ASPECT OF A TRANSACTION INVOLVING THE COMPANY WHEN A DIRECTOR HAS A MATERIAL FINANCIAL INTEREST IN THAT TRANSACTION, EXCEPT AS EXPRESSLY PROVIDED BY THE LAW. |
| Form 990, Part VI, Line 2 | Family or Business Relationships Board members Eugene Washington, MD and Richard Shannon, MD have a business relationship. Board member Jeff Epstein and Jenny Ming have a business relationship. |
| Form 990, PART VI, LINE 6 | KAISER FOUNDATION HEALTH PLAN, INC. IS THE SOLE MEMBER. |
| Form 990, PART VI, LINE 7A | APPOINTMENT OF GOVERNING BODY KAISER FOUNDATION HEALTH PLAN, INC. APPOINTS THE DIRECTORS (AND FILLS VACANCIES AND HAS AUTHORITY TO REMOVE DIRECTORS). THE SAME INDIVIDUALS WHO COMPRISE THE BOARD OF DIRECTORS OF KFHP ALSO SERVE AS THE DIRECTORS OF KFHP COLORADO, NORTHWEST, MID-ATLANTIC STATES, AND KFHPW HOLDINGS. |
| Form 990, PART VI, LINE 7B | APPROVAL OF CERTAIN GOVERNANCE DECISIONS THE FOLLOWING ACTIONS OF THE CORPORATION ARE RESERVED TO OR REQUIRE APPROVAL OF THE SOLE MEMBER: A) CHANGES IN MEMBERSHIP; B) REMOVAL OF THE CHAIRMAN OF THE BOARD OR THE PRESIDENT, THE GROUP PRESIDENT OR REGIONAL PRESIDENT; C) NUMERICAL RANGE OF DIRECTIRS; D) AMENDMENT OF ARTICLE D, SECTION D-4 OF THE BYLAWS - ELECTION AND TERM OF OFFICE OF DIRECTORS. |
| Form, PART VI, LINE 11B | FORM 990 REVIEW PROCESS 1. KEY INFORMATION NECESSARY FOR THE PREPARATION OF THE TAX RETURN IS OBTAINED AND/OR CONFIRMED WITH INTERNAL SOURCES INCLUDING REGIONAL FINANCE, EXECUTIVE COMPENSATION, COMMUNITY BENEFITS, TREASURY, GOVERNMENT RELATIONS, AND LEGAL. 2. PRIOR TO FINALIZATION, THE RETURN IS REVIEWED BY AN EXTERNAL TAX ADVISOR. 3. ONCE SIGNED BY AN EXTERNAL TAX ADVISOR, THE RETURN AND UNDERLYING DATA ARE REVIEWED BY AN OFFICER OR A MEMBER OF MANAGEMENT DESIGNATED BY AN OFFICER FOR SIGNATURE AND FILING. 4. COPIES ARE THEN PROVIDED TO BOARD MEMBERS PRIOR TO FILING. |
| Form 990, PART VI, LINE 12C | Ethics and Compliance Ongoing Monitoring and Enforcement Activities Kaiser Permanente regularly and consistently monitors and enforces compliance with the Conflicts of Interest policy in the following ways: Reporting Conflicts of Interest Concerns - The Kaiser Permanente Ethics and Compliance Hotline or Webline is available to all employees, vendors, contractors, and agents to anonymously report actual or perceived conflicts of interest. The Hotline is managed by a third party; however, reported conflicts of interest allegations are provided to Ethics and Compliance for investigation, and if required, corrective actions are taken to address the conflict of interest. Employees are prohibited from retaliating against or intimidating anyone who reports concerns in good faith or refuse to participate in wrongdoing. Annual Disclosure Process - Annually, Directors, Officers, Key Employees, Executives, and other employees in roles with elevated risk (e.g., research investigator, managers and supervisors with funds disbursement authority, or sales consultants) are required to complete a Conflicts of Interest Disclosure form. Responses are reviewed by Ethics and Compliance, Board Services, and / or the Governance, Accountability and Nominating Committee of the Kaiser Foundation Health Plan/Hospital Board of Directors. When actions are required, they are addressed in accordance with policies and written standards. Conflicts of interest responses and actions are maintained in our system of record for tracking and reporting purposes. Ongoing Disclosure Process - In addition to the annual disclosure process and in accordance with the Conflicts of Interest policy, on an ongoing basis Ethics and Compliance receives, consults, and reports on conflicts of interest matters. External Audit Review of Disclosures - Annually, as a part of the Kaiser Permanente external audit, an outside certified public accounting firm reviews the conflicts of interest disclosure process and actions taken for Directors, Officers, Key Employees, and Executives. The results, inclusive of any findings, are presented to the Kaiser Foundation Health Plan/ Hospital Audit and Compliance Committee of the Board of Directors. Awareness and Enforcement - Kaiser Permanente adheres to the following general awareness and enforcement guidelines: - Interactive conflicts of interest scenarios, and the Conflicts of Interest and Corrective or Disciplinary Action policies are provided and reviewed as part of the general annual ethics and compliance training, and compliance training for new employees. - Employees who complete the training are provided learning boosters which occur 2 days, 2 weeks, and 2 months after the course to help retain and apply learning. - The Conflicts of Interest Policy is reviewed and attested to by those selected to complete the annual disclosure form. - Conflict of interest topics (e.g., how to disclose conflict of interest situations, examples of conflicts of interest, etc.) are included in annual Ethics and Compliance week's activities. - Road shows are conducted throughout the year to educate employees in elevated risk departments, such as Community Health, on conflicts of interest situations. - Represented employees are subject to corrective or disciplinary action provisions outlined in the regional or national collective bargaining agreements and applicable policies. In the event disciplinary action is required due to failure to comply with applicable legal and regulatory requirements, Kaiser Permanente policies and procedures, the Code of Conduct (Principles of Responsibility), unsatisfactory performance, or misconduct disciplinary action includes, but is not limited to: * verbal discussion, coaching, and/or warning by the employee's immediate; supervisor or higher-level manager to correct the problem; * written notice, with or without final warning; * suspension, with or without final warning; or * termination of employment |
| Form 990, PART VI, LINE 15A/B | COMPENSATION DETERMINATION THE EXECUTIVE COMPENSATION PROGRAM AS ADMINISTERED BY KAISER FOUNDATION HEALTH PLAN, INC. IS DESIGNED TO RECRUIT, RETAIN AND MOTIVATE QUALIFIED SENIOR MANAGEMENT PERSONNEL. SENIOR MANAGEMENT PERSONNEL HAVE A SIGNIFICANT IMPACT ON THE STRATEGIC AND POLICY DIRECTION AND RESULTS OF THE ORGANIZATION. THEREFORE, THE EXECUTIVE COMPENSATION PROGRAM IS, TO A SIGNIFICANT DEGREE, PERFORMANCE-BASED. THE COMPENSATION PROGRAM IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. PRIOR TO PAYMENT, ALL PROGRAMS AND PAYMENTS TO THE CEO, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT OFFICIALS (EXECUTIVES) ARE REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. BASE PAY FOR EXECUTIVE POSITIONS IS ESTABLISHED AT A LEVEL COMPARABLE TO THE RELEVANT MARKET. IN ADDITION, OTHER COMPONENTS OF THE COMPENSATION PROGRAM BEAR 'AT-RISK' FEATURES DESIGNED TO FOCUS ON STRATEGICALLY IMPORTANT PERFORMANCE GOALS AND TO ASSIST IN ATTRACTING AND RETAINING TOP PERFORMERS. THE EXECUTIVE COMPENSATION PROGRAM IS TARGETED TO BE COMPETITIVE TO THE COMPARABLE EXTERNAL MARKET IN WHICH THE ORGANIZATION COMPETES FOR EXECUTIVE LEADERSHIP. EVALUATION OF COMPARABLE PAY DATA IS PERFORMED BY AN INDEPENDENT COMPENSATION, BENEFITS & HUMAN RESOURCES CONSULTING FIRM. THE COMPENSATION PROGRAM FOCUSES ON OBJECTIVES IN THE AREAS OF QUALITY OF MEMBER CARE AND SERVICE, MEMBERSHIP GROWTH, FINANCIAL SOUNDNESS, AND THE COMMUNITY AND SOCIAL MISSION OF THE ORGANIZATION. |
| Form 990, PART VI, LINE 18 | TO REQUEST COPIES CONTACT: NATIONAL COMMUNICATIONS - RM OPERATIONS KAISER FOUNDATION HEALTH PLAN AND HOSPITALS ONE KAISER PLAZA, 22ND FLOOR OAKLAND, CA 94612 |
| Form 990, PART VI, LINE 19 | These documents are made available when regulatorily required. |
| Form 990, PART VII, SECTION A, COLUMN B | HOURS FOR RELATED ORGANIZATIONS INDIVIDUALS WHO ARE BOTH OFFICERS AND MEMBERS OF BOARDS OF DIRECTORS WORK FULL TIME AS EMPLOYEES AS WELL AS FULFILL THEIR BOARD ASSIGNMENT. ALL OFFICERS WORK FULL TIME IN THEIR EMPLOYEE CAPACITY. FULL TIME WORK MAY REQUIRE IN EXCESS OF THE TRADITIONAL 40 HOUR WEEK. GIVEN THE INTEGRATED NATURE OF OUR ORGANIZATION, EMPLOYEES MAY PROVIDE SUPPORT FOR VARIOUS KAISER PERMANENTE COMPANIES. THE AVERAGE HOURS PER WEEK REPORTED FOR THE FILING ORGANIZATION AND RELATED ORGANIZATIONS WAS ESTIMATED. |
| Form 990, PART XI, LINE 9 | - other changes in net assets or fund balances - change in pension and other retirement liab $ (174,683,860) Gain/ Loss on Investments - Book (29,048,907) Gain/ Loss on Investments - Tax 38,036,588 otti losses - book 18,492,377 ------------------ (147,203,802) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Kaiser Foundation Hospitals | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 941105628 | Health Care | CA | 501(c)(3) | 3 | NA | Yes (true) |
| Kaiser Foundation Health Plan Inc | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 941340523 | Health Care | CA | 501(c)(3) | 10 | NA | false |
| Kaiser Foundation Health Plan of CO | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 840591617 | Health Care | CO | 501(c)(3) | 10 | KFHP Inc | Yes (true) |
| Kaiser Foundation Health Plan of GA Inc | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 581592076 | Health Care | GA | 501(c)(3) | 10 | KFHP Inc | Yes (true) |
| Kaiser Foundation Health Plan of the MAS | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 520954463 | Health Care | MD | 501(c)(3) | 10 | KFHP Inc | Yes (true) |
| Kaiser Fdn Health Plan of Washington | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 910511770 | Health Care | WA | 501(c)(3) | 3 | KFHPW Hldng | Yes (true) |
| Kaiser Hospital Asset Management Inc | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 943299125 | Asset Mgmt | CA | 501(c)(3) | 12-I | KFH | Yes (true) |
| Kaiser Health Plan Asset Management Inc | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 943299124 | Asset Mgmt | CA | 501(c)(3) | 12-I | KFHP Inc | Yes (true) |
| Camp Bowie Service Center | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 943299123 | Admin | CA | 501(c)(3) | 12-I | KFHP Inc | Yes (true) |
| Lokahi Assurance LTD | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 912171891 | WC Placement | HI | 501(c)(3) | 12-I | KFHP Inc | Yes (true) |
| 1800 Harrison Foundation | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 943317484 | Financing | CA | 501(c)(3) | 12-I | KFHP Inc | Yes (true) |
| Kaiser Hospital Assistance Corporation | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 311779500 | Financing | CA | 501(c)(3) | 12-I | KFH | Yes (true) |
| Kaiser Health Alternatives | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 930954562 | Health Care | OR | 501(c)(3) | 10 | KFHP Inc | Yes (true) |
| KP Bernard J Tyson School of Medicine | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 814053028 | Medical Edu. | CA | 501(c)(3) | 2 | KFH | Yes (true) |
| KFHPW Holdings | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 930480268 | Health Care | WA | 501(c)(3) | 12-I | KFHP Inc | Yes (true) |
| Group Health Northwest | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 911216856 | Inactive | WA | 501(c)(3) | 12-I | KFHP of WA | Yes (true) |
| Kaiser Fdn For The Adv of Integrated HC | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 823819611 | Advocacy | CA | 501(c)(4) | N/A | KFHP Inc | Yes (true) |
| Kaiser Foundation Health Plan of NV Inc | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 372097870 | Health Care | DE | 501(c)(4) | N/A | KFHP Inc | Yes (true) |
| KP Medical Foundation | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 920685740 | Health Care | DE | 501(c)(3) | 12-I | KFHP Inc | Yes (true) |
| KFH Holdings Inc | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 884172095 | Holding Co | DE | 501(c)(3) | 12-I | KFH | Yes (true) |
| Risant Health Inc | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 923467590 | Health Care | DE | 501(c)(3) | 12-I | NA | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | UBI Code VUBICodeVAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NXT CAP SR FD I LLC | ||||||||||||
| 191 N Wacker Dr 1200 | Chicago | IL | 60606 | 371651297 | Investment | DE | NA | N/A | $0 | $0 | $0 | 0.00000 |
| Maui Nui ASC Holdco LLC | ||||||||||||
| 1 Kaiser Pl 26th Fl | Oakland | CA | 94612 | Holding Co | HI | NA | N/A | $0 | $0 | $0 | 0.00000 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Oak Tree Assurance Ltd | |||||||||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 030329760 | Insurance | VT | NA | C Corp | $0 | $0 | Yes (true) | ||||||
| Kaiser Permanente Insurance Company | |||||||||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 943203402 | Insurance | CA | NA | C Corp | $0 | $0 | Yes (true) | ||||||
| Kaiser Permanente International | |||||||||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 943245176 | Consulting | CA | NA | C Corp | $0 | $0 | Yes (true) | ||||||
| KFHP of Washington Options Inc | |||||||||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 911467158 | Insurance | WA | NA | C Corp | $0 | $0 | Yes (true) | ||||||
| Group Health of Washington | |||||||||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 911314907 | Inactive | WA | NA | C Corp | $0 | $0 | Yes (true) | ||||||
| Garfield Health Solutions East Pte Ltd | |||||||||||||||||
| Admin | NA | C Corp | $0 | $0 | Yes (true) | Level 10 Tower C Panchshil Busine | Balewadi Pune | IN | 411045 | IN | |||||||
| Garfield Health Solutions West SRL | |||||||||||||||||
| Admin | NA | C Corp | $0 | $0 | Yes (true) | Ultrapark II Free trade Zone Bld4 | Lagunilla | CS | CS | Heredia | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (33 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | ||
| L | $61,137,750 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| M | $239,664,193 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| P | $496,060,125 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| Q | $127,284,989 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| R | $52,731,775 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| S | $261,361 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| J | $1,817,904 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| L | $133,953,514 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| M | $115,775,762 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| P | $119,687,679 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| Q | $157,925,375 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| L | $642,344 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| M | $591,415 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| Q | $323,037 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF GEORGIA INC | ||
| L | $74,857 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF GEORGIA INC | ||
| M | $1,290,099 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF GEORGIA INC | ||
| Q | $118,678 | PER AGREEMENT |
| KFHP OF THE MID-ATLANTIC STATES INC | ||
| L | $428,351 | PER AGREEMENT |
| KFHP OF THE MID-ATLANTIC STATES INC | ||
| M | $1,121,990 | PER AGREEMENT |
| KFHP OF THE MID-ATLANTIC STATES INC | ||
| P | $364,099 | PER AGREEMENT |
| KFHP OF THE MID-ATLANTIC STATES INC | ||
| Q | $1,019,161 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF WASHINGTON | ||
| L | $146,428 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF WASHINGTON | ||
| P | $5,426,884 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF WASHINGTON | ||
| Q | $1,201,841 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| M | $1,921,165 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| P | $73,644,642 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| Q | $74,098 | PER AGREEMENT |
| KAISER PERMANENTE INSURANCE COMPANY | ||
| L | $14,573,748 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| L | $3,209,403 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| M | $21,641,809 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| Q | $11,018,302 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| R | $1,715,107 | PER AGREEMENT |
| OAK TREE ASSURANCE LTD | ||
| L | $53,440 | PER AGREEMENT |