KAISER PERMANENTE BERNARD J TYSON SCHOOL OF MEDICINE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KAISER PERMANENTE BERNARD J TYSON SCHOOL OF MEDICINE INC (EIN 81-4053028)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349305139
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule O
- Schedule R
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 | 814053028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAISER PERMANENTE BERNARD J TYSON SCHOOL | BusinessNameLine1Txt |
| Business Name Line2 | OF MEDICINE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHIEF TAX OFFICER | InCareOfNm |
| Business Name Control | KAIS | 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 | 2024-10-18 | 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 | MARK A SCHUSTER | 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 | $134,387,109 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://medschool.kp.org/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE A WORLD-CLASS MEDICAL EDUCATION THAT IGNITES A PASSION FOR LEARNING, DESIRE TO SERVE & COMMITMENT TO IMPROVE THE HEALTH & WELL-BEING OF PATIENTS & COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $106,363,407 | PYContributionsGrantsAmt |
| CY Contributions Grants | $98,240,275 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $694,508 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $466,869 | CYProgramServiceRevenueAmt |
| PY Investment Income | $820,371 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,580,277 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,333 | PYOtherRevenueAmt |
| CY Other Revenue | $3,606 | CYOtherRevenueAmt |
| PY Total Revenue | $107,880,619 | PYTotalRevenueAmt |
| CY Total Revenue | $100,291,027 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,767,030 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,293,346 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $44,688,713 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,465,781 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $48,741,250 | PYOtherExpensesAmt |
| CY Other Expenses | $45,355,661 | CYOtherExpensesAmt |
| PY Total Expenses | $98,196,993 | PYTotalExpensesAmt |
| CY Total Expenses | $99,114,788 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,683,626 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,176,239 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $112,506,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,709,847 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $59,367,239 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,580,347 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,139,416 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,129,500 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE A WORLD-CLASS MEDICAL EDUCATION THAT IGNITES A PASSION FOR LEARNING, DESIRE TO SERVE & COMMITMENT TO IMPROVE THE HEALTH & WELL-BEING OF PATIENTS & COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $84,186,215 | ExpenseAmt |
| Grant | $6,293,346 | GrantAmt |
| Revenue | $466,869 | RevenueAmt |
| Desc | OPERATION OF A MEDICAL SCHOOL IN SOUTHERN CALIFORNIA INCORPORATING ADVANCED HEALTH INFORMATION TECHNOLOGY, ACKNOWLEDGING THE IMPORTANCE OF COLLABORATION, AND PROMOTING DIVERSITY AND INCLUSION TO DELIVER HEALTH EQUITY. The School of Medicine has waived tuition for the entering classes of 2020-2024 (i.e. first 5 classes). The tuition waiver applies to each class for their four years of enrollment. For the years ended December 31, 2023 and 2022, the total amount of tuition waived was approximately $9.0 million and $6.1 million, respectively. The Kaiser Permanente Bernard J. Tyson School of Medicine demonstrated its continued commitment to its mission, vision, and values by admitting a diverse group of students to its fourth cohort (44% underrepresented in medicine, 40% disadvantaged, 32% nontraditional, 26% first-generation). The school waives tuition and fees for all four years of enrollment for its first five cohorts and continues to provide substantial institutional grant aid to offset living expenses (e.g., room and board, transportation). | Desc |
| Total Program Service Expenses | $84,186,215 | 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 84 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Excs Tax Sect4951 Or4952 Or4953 | false | ExcsTaxSect4951Or4952Or4953Ind |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | CA | 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 (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Julie Miller-Phipps | ||||||||||
| Director | 1.0 | 49.0 | Yes (X) | $0 | $2,776,319 | $31,347 | ||||
| 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 | 1.0 | 49.0 | $0 | $1,792,455 | $308,115 | Yes (X) | ||||
| Thomas Meier | ||||||||||
| SVP, Corporate Treasurer | 1.0 | 49.0 | $0 | $1,721,108 | $121,348 | Yes (X) | ||||
| Mark Schuster | ||||||||||
| Dean, President & CEO | 50.0 | 0.0 | Yes (X) | $0 | $1,459,248 | $290,984 | Yes (X) | |||
| Andrew Bindman | ||||||||||
| Director | 0.1 | 49.9 | Yes (X) | $0 | $1,267,982 | $341,640 | ||||
| Ronald Copeland | ||||||||||
| Director | 1.0 | 49.0 | Yes (X) | $0 | $858,616 | $100,829 | ||||
| Jonathan Finkelstein | ||||||||||
| Sr Assoc Dn Res & Schol- SOM | 50.0 | 0.0 | $0 | $621,903 | $148,328 | Yes (X) | ||||
| Abbas Hyderi | ||||||||||
| Sr Assoc Dean Med Educ- SOM | 50.0 | 0.0 | $0 | $630,160 | $134,364 | Yes (X) | ||||
| Maureen Connelly | ||||||||||
| Sr Assoc Dean Acad & Comm-SOM | 50.0 | 0.0 | $0 | $567,789 | $141,815 | Yes (X) | ||||
| Hong-Sze Yu | ||||||||||
| VP, Brd & Corp Gov & Asst Secy | 0.1 | 49.9 | $0 | $508,592 | $167,556 | Yes (X) | ||||
| Jose Manuel Barral Sanchez | ||||||||||
| Chair, Biomedical Science- SOM | 50.0 | 0.0 | $0 | $518,679 | $120,491 | Yes (X) | ||||
| Paul Chung | ||||||||||
| Chair Health Sys Sci- SOM | 50.0 | 0.0 | $0 | $520,701 | $98,554 | Yes (X) | ||||
| Mohamed Aboufares | ||||||||||
| Interim SVP, Admin & Finance | 50.0 | 0.0 | $0 | $367,206 | $0 | Yes (X) | ||||
| Sean Hennessey-Hsieh | ||||||||||
| SVP, Administration & Finance | 50.0 | 0.0 | $0 | $283,385 | $21,245 | Yes (X) | ||||
| Ramon F Baez | ||||||||||
| Director | 1.3 | 3.35 | Yes (X) | $0 | $266,951 | $21,121 | ||||
| Maryann Bodayle | ||||||||||
| Assistant Secretary | 0.1 | 49.9 | $0 | $196,754 | $55,189 | Yes (X) | ||||
| Holly Humphrey MD | ||||||||||
| Director & Chair | 3.0 | 0.0 | Yes (X) | $34,000 | $0 | $0 | ||||
| Carol Raphael | ||||||||||
| Director | 3.0 | 0.0 | Yes (X) | $26,600 | $0 | $0 | ||||
| Mary Hentges | ||||||||||
| Director | 3.0 | 0.0 | Yes (X) | $26,600 | $0 | $0 | ||||
| Glenn Hackbarth JD | ||||||||||
| Director | 3.0 | 0.0 | Yes (X) | $23,800 | $0 | $0 | ||||
| David Nichols MD | ||||||||||
| Director | 2.0 | 0.0 | Yes (X) | $23,600 | $0 | $0 | ||||
| Marc A Nivet | ||||||||||
| Director | 2.0 | 0.0 | Yes (X) | $22,000 | $0 | $0 | ||||
| Anthony Iton JD | ||||||||||
| Director | 2.0 | 0.0 | Yes (X) | $19,600 | $0 | $0 | ||||
| Gilbert Salinas | ||||||||||
| Director | 2.0 | 0.0 | Yes (X) | $19,000 | $0 | $0 | ||||
| Maria S Salinas | ||||||||||
| Director | 3.0 | 0.0 | Yes (X) | $18,400 | $0 | $0 | ||||
| Anne Wojcicki | ||||||||||
| Director | 1.0 | 0.0 | Yes (X) | $10,600 | $0 | $0 | ||||
| Wui-Leong Koh MD | ||||||||||
| Director | 0.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Isaacs MD | ||||||||||
| Director | 0.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ramin Davidoff MD | ||||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Peter Lee PHD | ||||||||||
| Director | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $195,200 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $16,191,686 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,763,282 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PERMANENTE FEDERATION LLC | |||||
| ONE KAISER PLAZA | OAKLAND | CA | 94612 | EDUCATION SERVICES | $12,565,696 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| 4040 W BOY SCOUT BLVD | TAMPA | FL | 33607 | CONSULTING SERVICES | $2,654,304 |
| ROSE INTERNATIONAL INC | |||||
| 16305 SWINGLEY RIDGE ROAD SUITE 350 | CHESTERFIELD | MO | 63017 | STAFFING SERVICES | $2,542,690 |
| GIBSON DUNN AND CRUTCHER LLP | |||||
| PO BOX 840723 | LOS ANGELES | CA | 90084 | LEGAL SERVICES | $1,215,375 |
| WPP GROUP USA INC | |||||
| 530 MARYVILLE CENTRE DR | ST LOUIS | MO | 63141 | MEDIA SERVICES | $723,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $96,883,318 | RelatedOrganizationsAmt |
| Government Grants | $1,221,660 | GovernmentGrantsAmt |
| All Other Contributions | $135,297 | AllOtherContributionsAmt |
| Total Contributions | $98,240,275 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| STUDENT APPLICATION FEES | 611710 | $258,800 | $258,800 | $0 |
| OTHER PROGRAM SERVICES | 611710 | $208,069 | $208,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $466,869 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,412,680 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,412,680 | 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 | $33,263,679 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,096,082 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$832,403 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$832,403 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$832,403 | 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 | GIFT SHOP REVENUE | Desc |
| Business | 453220 | BusinessCd |
| Total Revenue Column | $3,606 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,606 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,606 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,291,027 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $466,869 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,583,883 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,970 | TotalAmt |
| Program Services | $247,970 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,045,376 | TotalAmt |
| Program Services | $6,045,376 | ProgramServicesAmt |
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 | $224,200 | TotalAmt |
| Management And General | $224,200 | ManagementAndGeneralAmt |
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 | $33,900,521 | TotalAmt |
| Program Services | $28,373,864 | ProgramServicesAmt |
| Management And General | $5,526,657 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,240,285 | TotalAmt |
| Program Services | $10,391,659 | ProgramServicesAmt |
| Management And General | $2,848,626 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,775 | TotalAmt |
| Program Services | $76,423 | ProgramServicesAmt |
| Management And General | $24,352 | ManagementAndGeneralAmt |
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 | $983,068 | TotalAmt |
| Management And General | $983,068 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,210 | TotalAmt |
| Management And General | $143,210 | ManagementAndGeneralAmt |
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 | $74,368 | TotalAmt |
| Management And General | $74,368 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,816,469 | TotalAmt |
| Management And General | $1,816,469 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,899 | TotalAmt |
| Program Services | $242,497 | ProgramServicesAmt |
| Management And General | $60,402 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,597,261 | TotalAmt |
| Program Services | $1,317,861 | ProgramServicesAmt |
| Management And General | $279,400 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,531,387 | TotalAmt |
| Program Services | $6,123,410 | ProgramServicesAmt |
| Management And General | $1,407,977 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,808 | TotalAmt |
| Program Services | $1,123,808 | ProgramServicesAmt |
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 | $631,035 | TotalAmt |
| Management And General | $631,035 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,740 | TotalAmt |
| Program Services | $236,740 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,120,011 | TotalAmt |
| Program Services | $931,011 | ProgramServicesAmt |
| Management And General | $189,000 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PURCHASED NON-MEDICAL SERVICES | $19,208,286 | $19,012,899 | $195,387 |
| INTERREGIONAL COST CHARGES | $7,477,173 | $6,987,460 | $489,713 |
| DUES & SUBSCRIPTIONS | $732,845 | $732,845 | |
| EXPENDABLE EQUIPMENT | $242,644 | $242,644 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,134,457 | TotalAmt |
| Program Services | $2,099,748 | ProgramServicesAmt |
| Management And General | $34,709 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,114,788 | TotalAmt |
| Program Services | $84,186,215 | ProgramServicesAmt |
| Management And General | $14,928,573 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
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 | $1,570 | BOYAmt |
| EOY | $3,704 | 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 | $3,046,469 | BOYAmt |
| EOY | $789,650 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,267,971 | BOYAmt |
| EOY | $1,270,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,408,029 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $712,064 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,771 | BOYAmt |
| EOY | $695,965 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,633,990 | BOYAmt |
| EOY | $50,309,562 | 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 | $66,845,884 | BOYAmt |
| EOY | $55,640,932 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,506,655 | BOYAmt |
| EOY | $108,709,847 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $253,050 | BOYAmt |
| EOY | $279,501 | 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 | $59,114,189 | BOYAmt |
| EOY | $53,300,846 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,367,239 | BOYAmt |
| EOY | $53,580,347 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $53,139,416 | BOYAmt |
| EOY | $55,129,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,139,416 | BOYAmt |
| EOY | $55,129,500 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,506,655 | BOYAmt |
| EOY | $108,709,847 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,176,239 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $926,551 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$112,706 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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 | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,401,675 | OtherCostOrOtherBasisAmt |
| Depreciation | $712,064 | DepreciationAmt |
| Book Value | $689,611 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,354 | OtherCostOrOtherBasisAmt |
| Book Value | $6,354 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $695,965 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATED ORG | $0 |
| OPERATING LEASE ROU ASSETS | $55,575,723 |
| OTHER LONG-TERM ASSETS | $65,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $55,640,932 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATED ORGANIZATION | $1,136,580 |
| OPERATING LEASE LIABILITIES | $45,856,577 |
| OTHER CURRENT LIABILITIES | $6,307,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $53,300,846 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,227,482 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $3,227,482 | RevenueSubtotalAmt |
| Other Revenues Not Included | $97,063,546 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $97,063,546 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $100,291,028 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $99,040,420 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $99,040,420 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $74,368 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $74,368 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $99,114,788 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | ASC 740 FOOTNOTE: THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER ASC 740. |
| SCHEDULE D, PART XI, LINE 4b | CONTRIBUTIONS FROM AFFILIATE ORG $ 96,876,472 OTHER THAN TEMPORARY IMPAIRMENTS 884,471 GAIN/LOSS ON INVESTMENT - BOOK 60,638 GAIN/LOSS ON INVESTMENT - TAX (832,403) INVESTMENT MANAGEMENT FEES 74,368 ------------- TOTAL $ 97,063,546 |
| SCHEDULE D, PART XII, LINE 4b | INVESTMENT MANAGEMENT FEES $ 74,368 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, LINE 3 | FormAndLineReferenceDesc |
| Explanation | KAISER PERMANENTE BERNARD J. TYSON SCHOOL OF MEDICINE (KPSOM) HAS A POLICY OF NON-DISCRIMINATION AGAINST PROSPECTIVE AND CURRENT STUDENTS, WHICH HAS BEEN APPROVED BY THE BOARD OF DIRECTORS OF KPSOM. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Info & Referral Federation of LA County | |||||||
| 526 W Las Tunas Dr | San Gabriel | CA | 91776 | 953510017 | 501(c)(3) | $35,204 | RESEARCH |
| University of California Los Angeles | |||||||
| 405 Hilgard Ave | Los Angeles | CA | 90095 | 956006143 | Government | $165,940 | Research |
| Virginia Commonwealth University | |||||||
| 800 E Leigh St | Richmond | VA | 23298 | 546001758 | Government | $46,826 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Institutional Grant Aid | GrantTypeTxt |
| Recipient | 199 | RecipientCnt |
| Cash Grant | $6,045,376 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANTS At the end of their funding cycle, grantees are required to submit a final report which delineates accomplishments related to stated objectives. Larger grants (typically over $100k) may require quarterly progress reports. | 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 | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Julie Miller-Phipps | ||||||||||||||
| Director | $0 | $550,420 | $0 | $1,843,179 | $0 | $382,720 | $0 | $16,500 | $0 | $14,847 | $0 | $2,807,666 | $0 | $467,324 |
| 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 |
| 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 |
| Mark Schuster | ||||||||||||||
| Dean, President & CEO | $0 | $980,547 | $0 | $147,558 | $0 | $331,143 | $0 | $258,616 | $0 | $32,368 | $0 | $1,750,232 | $0 | $212,813 |
| Andrew Bindman | ||||||||||||||
| Director | $0 | $757,028 | $0 | $474,330 | $0 | $36,624 | $0 | $312,785 | $0 | $28,855 | $0 | $1,609,622 | $0 | $0 |
| Ronald Copeland | ||||||||||||||
| Director | $0 | $429,489 | $0 | $329,670 | $0 | $99,457 | $0 | $62,161 | $0 | $38,668 | $0 | $959,445 | $0 | $0 |
| Jonathan Finkelstein | ||||||||||||||
| Sr Assoc Dn Res & Schol- SOM | $0 | $475,230 | $0 | $140,405 | $0 | $6,268 | $0 | $117,640 | $0 | $30,688 | $0 | $770,231 | $0 | $0 |
| Abbas Hyderi | ||||||||||||||
| Sr Assoc Dean Med Educ- SOM | $0 | $455,046 | $0 | $45,098 | $0 | $130,016 | $0 | $109,315 | $0 | $25,049 | $0 | $764,524 | $0 | $84,851 |
| Maureen Connelly | ||||||||||||||
| Sr Assoc Dean Acad & Comm-SOM | $0 | $483,230 | $0 | $78,649 | $0 | $5,910 | $0 | $128,626 | $0 | $13,189 | $0 | $709,604 | $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 |
| Jose Manuel Barral Sanchez | ||||||||||||||
| Chair, Biomedical Science- SOM | $0 | $448,807 | $0 | $65,815 | $0 | $4,057 | $0 | $101,409 | $0 | $19,082 | $0 | $639,170 | $0 | $0 |
| Paul Chung | ||||||||||||||
| Chair Health Sys Sci- SOM | $0 | $448,040 | $0 | $65,981 | $0 | $6,680 | $0 | $94,456 | $0 | $4,098 | $0 | $619,255 | $0 | $0 |
| Mohamed Aboufares | ||||||||||||||
| Interim SVP, Admin & Finance | $0 | $367,206 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $367,206 | $0 | $0 |
| Sean Hennessey-Hsieh | ||||||||||||||
| SVP, Administration & Finance | $0 | $217,814 | $0 | $62,019 | $0 | $3,552 | $0 | $10,134 | $0 | $11,111 | $0 | $304,630 | $0 | $0 |
| Ramon F Baez | ||||||||||||||
| Director | $0 | $252,500 | $0 | $0 | $0 | $14,451 | $0 | $21,121 | $0 | $0 | $0 | $288,072 | $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 |
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 | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Mark Zemelman $1,823,105 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 Julie Miller-Phipps $358,888 Thomas Meier 95,030 Mark Schuster 280,303 Ronald Copeland 60,676 Abbas Hyderi 113,850 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 II, SECTION A, 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. |
| FORM 990, PART VII, SECTION A, LINE 5 | MOHAMED ABOUFARES RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION, ROSE INTERNATIONAL. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A | ALL COMPENSATED OFFICERS, DIRECTORS AND EMPLOYEES PERFORMING SERVICES FOR KAISER PERMANENTE BERNARD J. TYSON SCHOOL OF MEDICINE, INC.(KPSOM) ARE EMPLOYEES OF OTHER KAISER ORGANIZATIONS. KPSOM IS RECHARGED BY OTHER KAISER ORGANIZATIONS FOR EMPLOYEES' TIME. |
| FORM 990, PART VI, LINE 1A | THE EXECUTIVE COMMITTEE, CONSISTING OF EIGHT DIRECTORS INCLUDING THE BOARD CHAIR, CHAIRS OF OTHER STANDING COMMITTEES, ONE KFHP/H DIRECTOR AND ONE PMG DIRECTOR, HAS AUTHORITY TO ACT FOR THE BOARD BETWEEN MEETINGS EXCEPT IT HAS NO AUTHORITY TO: 1. APPROVE ANY ACTION FOR WHICH CA NONPROFIT PUBLIC BENEFIT CORPORATION LAW OR THIS CORPORATION'S BYLAWS ALSO REQUIRE APPROVAL OF THE MEMBER; 2. FILL VACANCIES ON THE BOARD OR ON ANY COMMITTEE WHICH HAS THE AUTHORITY OF THE BOARD; 3. APPOINT OR REMOVE THE DEAN; 4. ADOPT, AMEND OR REPEAL BYLAWS; 5. AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEALABLE; 6. APPOINT COMMITTEES OF THE BOARD OR APPOINT THE MEMBERS THEREOF; 7. DETERMINE OR ADJUST IN ANY WAY THE COMPENSATION OF THE DEAN OR OTHERS WHOSE COMPENSATION IS UNDER THE PURVIEW OF THE COMPENSATION COMMITTEE OR THE BOARD; OR 8. APPROVE ANY ASPECT OF A TRANSACTION INVOLVING THE CORPORATION WHEN A MEMBER OF THE BOARD OF DIRECTORS HAS A MATERIAL FINANCIAL INTEREST IN THAT TRANSACTION. |
| FORM 990, PART VI, LINE 4 | ARTICLE IV, SECTION 3 OF THE BYLAWS WAS AMENDED IN SEPTEMBER 2023 TO CHANGE THE DESIGNATION OF THE EX-OFFICIO KFH/P-AFFILIATED DIRECTOR FROM THE SOCAL REGION PRESIDENT TO THE CHAIR OF KFH/P'S COMMUNITY HEALTH COMMITTEE. IN ADDITION, IN SECTION 4, THE COMMENCEMENT OF DIRECTOR TERM HAS BEEN CHANGED TO JULY 1 TO ALIGN IT WITH THE ACADEMIC CALENDAR. |
| FORM 990, PART VI, LINE 6 | THE SOLE CORPORATE MEMBER OF THE CORPORATION IS KAISER FOUNDATION HOSPITALS, A CALIFORNIA NONPROFIT CORPORATION. |
| FORM 990, PART VI, LINE 7A | THE BOARD NOMINATES AND KAISER FOUNDATION HOSPITALS APPOINTS ALL DIRECTORS OTHER THAN EX-OFFICIO DIRECTORS. REMOVAL OF DIRECTORS REQUIRES MEMBER APPROVAL. |
| FORM 990, PART VI, LINE 7B | THE FOLLOWING ACTIONS BY THE BOARD ARE SUBJECT TO THE APPROVAL OF THE MEMBER: (I) APPROVAL OF ANNUAL OPERATING, CASH AND CAPITAL BUDGETS; (II) APPROVAL OF THE CORPORATION'S LONG-RANGE STRATEGIC OR BUSINESS PLAN AND BUDGET FORECASTS; (IIV) CORPORATE BORROWINGS, DEBT ISSUANCE, OR GUARANTEES OF PAYMENT OF DEBT SERVICE; (IV) ACQUISITION, SALE, LEASE OR MORTGAGE OF ANY REAL PROPERTY; (V) ACCEPTANCE OF DONATIONS WHICH NECESSITATE MAJOR ADDITIONAL CAPITAL OR OPERATING EXPENDITURES; (VI) FORMATION OF ANY NEW CORPORATION, PARTNERSHIP OR ENTITY IN WHICH THE CORPORATION WILL BE A MAJORITY SHAREHOLDER, THE CONTROLLING MEMBER OR MEMBERS, THE CONTROLLING PARTNER OR PARTNERS, OR WILL EXERCISE CONTROL THROUGH ANY OTHER MECHANISM; (VII) APPROVAL OF THE BOARD'S SELECTION OF ANY CANDIDATE TO SERVE AS A DIRECTOR OF THE CORPORATION; (VIII) MERGER OR CONSOLIDATION OF THE CORPORATION WITH ONE OR MORE OTHER CORPORATION(S), OR AFFILIATION OR JOINT VENTURE OF THE CORPORATION WITH ONE OR MORE OTHER BUSINESS ENTITIES; THE MEMBER HAS SOLE AUTHORITY TO APPROVE THE FOLLOWING ACTIONS: (I) CHANGING THE CHARITABLE MISSION OR PURPOSE OR PURPOSES OF THE CORPORATION; (II) AMENDMENT, REPEAL OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION; (III) SALE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; (IV) VOLUNTARY DISSOLUTION OF THE CORPORATION; (V) APPROVAL OF ANY OTHER ACTION THAT WOULD BE INCONSISTENT WITH THE OBJECTIVES AND PURPOSES OF THE CORPORATION SET FORTH IN THE CORPORATION'S ARTICLES OF INCORPORATION OR IN ARTICLE I OF THE BYLAWS. |
| FORM 990, 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 FOR THE CEO/TOP MANAGEMENT OFFICIAL AND CERTAIN OFFICERS AS ADMINISTERED BY KAISER PERMANENTE BERNARD J. TYSON SCHOOL OF MEDICINE (KP-SOM) IS DESIGNED TO RECRUIT, RETAIN AND MOTIVATE QUALIFIED SENIOR MANAGEMENT PERSONNEL. THE CEO/TOP MANAGEMENT OFFICIAL AND CERTAIN OFFICERS HAVE A SIGNIFICANT IMPACT ON THE STRATEGIC AND POLICY DIRECTION AND RESULTS OF THE ORGANIZATION. THEREFORE, THE EXECUTIVE COMPENSATION PROGRAM HAS A PERFORMANCE-BASED COMPONENT. THE COMPENSATION PROGRAM FOR THE CEO/TOP MANAGEMENT OFFICIAL AND OTHER DISQUALIFIED PERSON EXECUTIVES WHO PERFORM SUBSTANTIALLY ALL OF THEIR SERVICE FOR THE ORGANIZATION ARE REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE CEO/TOP MANAGEMENT OFFICIAL WILL BE SUBJECT TO FINAL APPROVAL BY CERTAIN DISINTERESTED DIRECTORS OF THE BOARD. CERTAIN OTHER OFFICERS ARE REVIEWED ANNUALLY BY THE CEO/TOP MANAGEMENT OFFICIAL, THE KP-SOM COMPENSATION COMMITTEE AND/OR MANAGEMENT COMMITTEE ON COMPENSATION. PRIOR TO PAYMENT, ALL PROGRAMS AND PAYMENTS TO THE CEO, EXECUTIVE DIRECTOR, AND OTHER TOP MANAGEMENT OFFICIALS (EXECUTIVES) ARE REVIEWED BY THE BOARD OF DIRECTORS, COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OR THE CEO/TOP MANAGEMENT OFFICIAL, AND FOR CERTAIN OFFICERS THE KP-SOM COMPENSATION COMMITTEE AND/OR THE MANAGEMENT COMMITTEE ON COMPENSATION. BASE PAY FOR EXECUTIVE POSITIONS IS ESTABLISHED AT A LEVEL COMPARABLE TO THE RELEVANT MARKET. IN ADDITION, FOR CERTAIN EXECUTIVES, 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 PERFORMANED BY AN INDEPENDENT COMPENSATION, BENEFITS & HUMAN RESOURCES CONSULTING FIRM. |
| 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 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 WERE ESTIMATED. |
| FORM 990, PART XI, Line 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN CAPITAL TRANSFERS $ 96,876,472 CONTRIBUTIONS FROM AFFILIATED ORG (96,876,472) OTHER THAN TEMPORARY IMPAIRMENTS (884,471) GAIN/LOSS ON INVESTMENTS - BOOK (60,638) GAIN/LOSS ON INVESTMENTS - TAX 832,403 --------------- TOTAL $ (112,706) |
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 | false |
| 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 | false |
| 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 | false |
| 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 | false |
| Kaiser Foundation Health Plan of the NW | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 930798039 | Health Care | OR | 501(c)(3) | 10 | KFHP Inc | false |
| Kaiser Fdn Health Plan of Washington | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 910511770 | Health Care | WA | 501(c)(3) | 3 | KFHPW Hldng | false |
| Kaiser Hospital Asset Management Inc | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 943299125 | Asset Mgmt | CA | 501(c)(3) | 12-I | KFH | false |
| 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 | false |
| Camp Bowie Service Center | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 943299123 | Admin | CA | 501(c)(3) | 12-I | KFHP Inc | false |
| Lokahi Assurance LTD | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 912171891 | WC Placement | HI | 501(c)(3) | 12-I | KFHP Inc | false |
| 1800 Harrison Foundation | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 943317484 | Financing | CA | 501(c)(3) | 12-I | KFHP Inc | false |
| Kaiser Hospital Assistance Corporation | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 311779500 | Financing | CA | 501(c)(3) | 12-I | KFH | false |
| Kaiser Health Alternatives | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 930954562 | Health Care | OR | 501(c)(3) | 10 | KFHP Inc | false |
| KFHPW Holdings | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 930480268 | Health Care | WA | 501(c)(3) | 12-I | KFHP Inc | false |
| Group Health Northwest | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 911216856 | Inactive | WA | 501(c)(3) | 12-I | KFHP of WA | false |
| 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 | false |
| 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 | false |
| KP Medical Foundation | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 920685740 | Health Care | DE | 501(c)(3) | 12-I | KFHP Inc | false |
| KFH Holdings Inc | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 884172095 | Holding Co | DE | 501(c)(3) | 12-I | KFH | false |
| Risant Health Inc | ||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 923467590 | Health Care | DE | 501(c)(3) | 12-I | NA | false |
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 | OwnershipOwnershipPct | 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 | 0.00000 | false | ||||||
| Kaiser Permanente Insurance Company | ||||||||||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 943203402 | Insurance | CA | NA | C Corp | $0 | $0 | 0.00000 | false | ||||||
| Kaiser Permanente International | ||||||||||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 943245176 | Consulting | CA | NA | C Corp | $0 | $0 | 0.00000 | false | ||||||
| KFHP of Washington Options Inc | ||||||||||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 911467158 | Insurance | WA | NA | C Corp | $0 | $0 | 0.00000 | false | ||||||
| Group Health of Washington | ||||||||||||||||||
| One Kaiser Plaza 26th Floor | Oakland | CA | 94612 | 911314907 | Inactive | WA | NA | C Corp | $0 | $0 | 0.00000 | false | ||||||
| Garfield Health Solutions East Pte Ltd | ||||||||||||||||||
| Admin | NA | C Corp | $0 | $0 | 0.00000 | false | Level 10 Tower C Panchshil Busine | Balewadi Pune | IN | 411045 | IN | |||||||
| Garfield Health Solutions West SRL | ||||||||||||||||||
| Admin | NA | C Corp | $0 | $0 | 0.00000 | false | 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 | Yes (true) | 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 | false | 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 | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kaiser Foundation Hospitals | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $96,883,318 | InvolvedAmt |
| Method Of Amount Determination | Per Agreement | MethodOfAmountDeterminationTxt |