KFHPW HOLDINGS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KFHPW HOLDINGS (EIN 93-0480268)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349301703
- Schema version
- 2022v5.0
- 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 | 2023-11-15T05:59:48-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930480268 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KFHPW HOLDINGS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHIEF TAX OFFICER | InCareOfNm |
| Business Name Control | KFHP | BusinessNameControlTxt |
| Phone | 5102716611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA - 26TH FLOOR | 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 | 2023-10-20 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL P | PersonFirstNm |
| Person Last | WALTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W FRIZ | PreparerPersonNm |
| PTIN | P00438748 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2023-10-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ANGELA DOWLING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA - 26TH FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,769,123 | 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 | 1942 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | Supporting Kaiser Permanente organiza- tions which 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 | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,661 | PYInvestmentIncomeAmt |
| CY Investment Income | $169,364 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $27,661 | PYTotalRevenueAmt |
| CY Total Revenue | $169,364 | 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 | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,774,738 | PYOtherExpensesAmt |
| CY Other Expenses | $5,078,602 | CYOtherExpensesAmt |
| PY Total Expenses | $4,774,738 | PYTotalExpensesAmt |
| CY Total Expenses | $5,078,602 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,747,077 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,909,238 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,927,428,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,922,692,265 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,022,735,408 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,022,851,494 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$95,307,396 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$100,159,229 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUPPORTING KAISER PERMANENTE ORGANIZATIONS WHICH 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 | $4,661,250 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Supporting Kaiser Permanente organizations which provide high-quality, affordable health care services to improve the health of our members and the communities we serve. | Desc |
| Total Program Service Expenses | $4,661,250 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | false | 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 | false | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| 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 | false | 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 |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
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 | ONE KAISER PLAZA - 26TH FLOOR | 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 (33 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 |
|---|---|---|---|---|---|---|---|---|
| Gregory Adams | ||||||||
| Chairman & CEO | 0.1 | 49.9 | Yes (X) | Yes (X) | $0 | $13,841,691 | -$144,241 | |
| Kimberly Horn | ||||||||
| EVP, Group President, MOC | 3.5 | 46.5 | Yes (X) | $0 | $7,934,857 | -$23,881 | ||
| Arthur Southam | ||||||||
| EVP, Health Plan Ops & CGO | 0.4 | 49.6 | Yes (X) | $0 | $5,764,865 | -$158,211 | ||
| Kathryn Lancaster | ||||||||
| EVP & Chief Financial Officer | 0.1 | 49.9 | Yes (X) | $0 | $5,726,249 | -$216,576 | ||
| Mark Zemelman | ||||||||
| SVP, General Counsel & Secy | 0.1 | 49.9 | $0 | $5,101,508 | $61,868 | Yes (X) | ||
| Susan Mullaney | ||||||||
| Regional President - WA | 1.0 | 49.0 | Yes (X) | $0 | $4,230,082 | -$187,470 | ||
| Janet Liang | ||||||||
| EVP, Group President & COO | 3.5 | 46.5 | Yes (X) | $0 | $5,433,297 | -$1,438,203 | ||
| Vanessa Benavides | ||||||||
| SVP,Chief Legal Officer & Secy | 0.1 | 49.9 | Yes (X) | $0 | $1,466,903 | $207,776 | ||
| Thomas Meier | ||||||||
| SVP, Corporate Treasurer | 0.1 | 49.9 | Yes (X) | $0 | $1,614,705 | -$90,086 | ||
| Alfonse Upshaw | ||||||||
| SVP,Corporate Controller & CAO | 0.0 | 50.0 | $0 | $1,101,434 | $12,111 | Yes (X) | ||
| Donald Orndoff | ||||||||
| SVP, NFS | 0.1 | 49.9 | Yes (X) | $0 | $1,108,295 | -$33,480 | ||
| Ronald Vance | ||||||||
| Interim Regional President | 1.0 | 49.0 | Yes (X) | $0 | $937,500 | $0 | ||
| Ryan Jenson | ||||||||
| Interim Corp Controller & CAO | 0.2 | 49.8 | Yes (X) | $0 | $659,683 | $5,379 | ||
| Kirk Dobbins | ||||||||
| Assistant Secretary | 0.5 | 49.5 | Yes (X) | $0 | $478,370 | $31,273 | ||
| William Wiechmann | ||||||||
| Assistant Secretary | 0.0 | 50.0 | $0 | $597,644 | -$176,636 | Yes (X) | ||
| Hong-Sze Yu | ||||||||
| VP, Brd & Corp Gov & Asst Secy | 0.1 | 49.9 | Yes (X) | $0 | $471,975 | -$113,514 | ||
| Margaret E Porfido JD | ||||||||
| Director | 0.0 | 3.5 | Yes (X) | $0 | $317,130 | -$14,562 | ||
| David F Hoffmeister | ||||||||
| Director | 0.3 | 9.1 | Yes (X) | $0 | $293,262 | -$10,368 | ||
| Ramon F Baez | ||||||||
| Director | 0.05 | 4.72 | Yes (X) | $0 | $282,762 | -$5,847 | ||
| Judith A Johansen JD | ||||||||
| Director | 0.0 | 9.5 | Yes (X) | $0 | $298,692 | -$27,376 | ||
| Matthew T Ryan | ||||||||
| Director | 0.25 | 7.75 | Yes (X) | $0 | $250,262 | $0 | ||
| Leslie S Heisz | ||||||||
| Director | 0.3 | 5.7 | Yes (X) | $0 | $268,005 | -$20,179 | ||
| Regina M Benjamin MD MBA | ||||||||
| Director | 0.5 | 7.5 | Yes (X) | $0 | $225,188 | $18,042 | ||
| Jeffrey E Epstein | ||||||||
| Director | 0.0 | 7.5 | Yes (X) | $0 | $259,967 | -$18,921 | ||
| Richard P Shannon MD | ||||||||
| Director | 0.0 | 6.0 | Yes (X) | $0 | $236,000 | $3,937 | ||
| A Eugene Washington MD | ||||||||
| Director | 0.0 | 7.05 | Yes (X) | $0 | $241,500 | -$3,525 | ||
| Jenny J Ming | ||||||||
| Director | 0.3 | 4.6 | Yes (X) | $0 | $256,283 | -$20,352 | ||
| Bernice Gould | ||||||||
| Assistant Secretary | 1.5 | 48.5 | Yes (X) | $0 | $212,938 | $15,693 | ||
| David J Barger | ||||||||
| Director | 0.5 | 10.5 | Yes (X) | $0 | $234,000 | -$6,803 | ||
| Maryann Bodayle | ||||||||
| Assistant Secretary | 1.0 | 49.0 | Yes (X) | $0 | $196,255 | -$24,125 | ||
| Edward YW Pei | ||||||||
| Director | 0.0 | 0.0 | $0 | $52,147 | $0 | Yes (X) | ||
| Kim J Kaiser | ||||||||
| Director | 0.0 | 1.0 | $0 | $42,404 | $0 | Yes (X) | ||
| Vivek Sharma | ||||||||
| Director | 0.1 | 0.9 | Yes (X) | $0 | $22,750 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $58,900,326 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | -$2,339,165 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,123 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $169,123 | 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 | $11,600,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,599,759 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $241 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $241 | TotalRevenueColumnAmt |
| Exclusion | $241 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,364 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $169,364 | 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 | $0 | TotalAmt |
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 | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $27,486 | TotalAmt |
| Management And General | $27,486 | 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 | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,866 | TotalAmt |
| Management And General | $389,866 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,661,250 | TotalAmt |
| Program Services | $4,661,250 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,078,602 | TotalAmt |
| Program Services | $4,661,250 | ProgramServicesAmt |
| Management And General | $417,352 | 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 | $4,363,992 | BOYAmt |
| EOY | $4,377,045 | 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 | $99 | BOYAmt |
| EOY | $15,903 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,801,762 | BOYAmt |
| EOY | $14,971,523 | 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 | $49,082,188 | BOYAmt |
| EOY | $44,420,938 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,859,179,971 | BOYAmt |
| EOY | $1,858,906,856 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,927,428,012 | BOYAmt |
| EOY | $1,922,692,265 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,244 | BOYAmt |
| EOY | $1,207 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $2,022,734,164 | BOYAmt |
| EOY | $2,022,850,287 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,022,735,408 | BOYAmt |
| EOY | $2,022,851,494 | 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 | $8,893,061 | BOYAmt |
| EOY | $8,979,179 | 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 | -$104,200,457 | BOYAmt |
| EOY | -$109,138,408 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$95,307,396 | BOYAmt |
| EOY | -$100,159,229 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,927,428,012 | BOYAmt |
| EOY | $1,922,692,265 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,909,238 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $466 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $56,939 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 6 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (6 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | ||||
| 941340523 | 10 | Yes (true) | $0 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | ||||
| 930798039 | 10 | Yes (true) | $0 | $0 |
| KASIER FOUNDATION HEALTH PLAN OF COLORADO | ||||
| 840591617 | 10 | Yes (true) | $0 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA | ||||
| 581592076 | 10 | Yes (true) | $0 | $0 |
| KFHP OF THE MID-ATLANTIC STATES INC | ||||
| 520954463 | 10 | Yes (true) | $0 | $0 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | ||||
| 910511770 | 3 | Yes (true) | $4,661,250 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 6 | SupportedOrganizationsTotalCnt |
| Support Sum | $4,661,250 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
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 | |
| Other Land Buildings | OtherLandBuildingsGrp |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $5,906,856 |
| INVESTMENT IN SUBSIDIARY | $1,853,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,858,906,856 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NOTES PAYABLE | $2,000,000,000 |
| OTHER CURRENT LIABILITIES | $22,850,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,022,850,287 | 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 | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (32 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 | $2,047,443 | $0 | $10,474,474 | $0 | $1,319,774 | $0 | -$174,968 | $0 | $30,727 | $0 | $13,697,450 | $0 | $3,911,483 |
| Kimberly Horn | ||||||||||||||
| EVP, Group President, MOC | $0 | $1,082,278 | $0 | $1,485,441 | $0 | $5,367,138 | $0 | -$55,947 | $0 | $32,066 | $0 | $7,910,976 | $0 | $5,314,752 |
| Arthur Southam | ||||||||||||||
| EVP, Health Plan Ops & CGO | $0 | $1,230,780 | $0 | $3,936,502 | $0 | $597,583 | $0 | -$191,552 | $0 | $33,341 | $0 | $5,606,654 | $0 | $919,210 |
| Kathryn Lancaster | ||||||||||||||
| EVP & Chief Financial Officer | $0 | $1,228,774 | $0 | $3,936,502 | $0 | $560,973 | $0 | -$235,465 | $0 | $18,889 | $0 | $5,509,673 | $0 | $916,667 |
| Mark Zemelman | ||||||||||||||
| SVP, General Counsel & Secy | $0 | $339,902 | $0 | $3,880,962 | $0 | $880,644 | $0 | $41,523 | $0 | $20,345 | $0 | $5,163,376 | $0 | $124,044 |
| Susan Mullaney | ||||||||||||||
| Regional President - WA | $0 | $224,049 | $0 | $2,240,007 | $0 | $1,766,026 | $0 | -$197,516 | $0 | $10,046 | $0 | $4,042,612 | $0 | $1,334,452 |
| Janet Liang | ||||||||||||||
| EVP, Group President & COO | $0 | $1,226,839 | $0 | $2,031,076 | $0 | $2,175,382 | $0 | -$1,473,584 | $0 | $35,381 | $0 | $3,995,094 | $0 | $2,124,667 |
| Vanessa Benavides | ||||||||||||||
| SVP,Chief Legal Officer & Secy | $0 | $687,727 | $0 | $726,916 | $0 | $52,260 | $0 | $189,045 | $0 | $18,731 | $0 | $1,674,679 | $0 | $0 |
| Thomas Meier | ||||||||||||||
| SVP, Corporate Treasurer | $0 | $568,446 | $0 | $904,341 | $0 | $141,918 | $0 | -$116,603 | $0 | $26,517 | $0 | $1,524,619 | $0 | $107,580 |
| Alfonse Upshaw | ||||||||||||||
| SVP,Corporate Controller & CAO | $0 | $523,570 | $0 | $537,804 | $0 | $40,060 | $0 | -$13,649 | $0 | $25,760 | $0 | $1,113,545 | $0 | $0 |
| Donald Orndoff | ||||||||||||||
| SVP, NFS | $0 | $480,731 | $0 | $482,522 | $0 | $145,042 | $0 | -$64,998 | $0 | $31,518 | $0 | $1,074,815 | $0 | $0 |
| Ronald Vance | ||||||||||||||
| Interim Regional President | $0 | $937,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $937,500 | $0 | $0 |
| Ryan Jenson | ||||||||||||||
| Interim Corp Controller & CAO | $0 | $305,299 | $0 | $203,216 | $0 | $151,168 | $0 | -$22,147 | $0 | $27,526 | $0 | $665,062 | $0 | $0 |
| Kirk Dobbins | ||||||||||||||
| Assistant Secretary | $0 | $285,047 | $0 | $174,690 | $0 | $18,633 | $0 | $3,278 | $0 | $27,995 | $0 | $509,643 | $0 | $0 |
| William Wiechmann | ||||||||||||||
| Assistant Secretary | $0 | $313,805 | $0 | $221,723 | $0 | $62,116 | $0 | -$205,048 | $0 | $28,412 | $0 | $421,008 | $0 | $0 |
| Hong-Sze Yu | ||||||||||||||
| VP, Brd & Corp Gov & Asst Secy | $0 | $293,512 | $0 | $158,442 | $0 | $20,021 | $0 | -$141,683 | $0 | $28,169 | $0 | $358,461 | $0 | $0 |
| Margaret E Porfido JD | ||||||||||||||
| Director | $0 | $295,500 | $0 | $0 | $0 | $21,630 | $0 | -$14,562 | $0 | $0 | $0 | $302,568 | $0 | $0 |
| David F Hoffmeister | ||||||||||||||
| Director | $0 | $279,500 | $0 | $0 | $0 | $13,762 | $0 | -$10,368 | $0 | $0 | $0 | $282,894 | $0 | $0 |
| Ramon F Baez | ||||||||||||||
| Director | $0 | $269,000 | $0 | $0 | $0 | $13,762 | $0 | -$5,847 | $0 | $0 | $0 | $276,915 | $0 | $0 |
| Judith A Johansen JD | ||||||||||||||
| Director | $0 | $295,400 | $0 | $0 | $0 | $3,292 | $0 | -$27,376 | $0 | $0 | $0 | $271,316 | $0 | $0 |
| Matthew T Ryan | ||||||||||||||
| Director | $0 | $236,500 | $0 | $0 | $0 | $13,762 | $0 | $0 | $0 | $0 | $0 | $250,262 | $0 | $0 |
| Leslie S Heisz | ||||||||||||||
| Director | $0 | $249,000 | $0 | $0 | $0 | $19,005 | $0 | -$20,179 | $0 | $0 | $0 | $247,826 | $0 | $0 |
| Regina M Benjamin MD MBA | ||||||||||||||
| Director | $0 | $216,000 | $0 | $0 | $0 | $9,188 | $0 | $18,042 | $0 | $0 | $0 | $243,230 | $0 | $0 |
| Jeffrey E Epstein | ||||||||||||||
| Director | $0 | $251,000 | $0 | $0 | $0 | $8,967 | $0 | -$18,921 | $0 | $0 | $0 | $241,046 | $0 | $0 |
| Richard P Shannon MD | ||||||||||||||
| Director | $0 | $236,000 | $0 | $0 | $0 | $0 | $0 | $3,937 | $0 | $0 | $0 | $239,937 | $0 | $0 |
| A Eugene Washington MD | ||||||||||||||
| Director | $0 | $241,500 | $0 | $0 | $0 | $0 | $0 | -$3,525 | $0 | $0 | $0 | $237,975 | $0 | $0 |
| Jenny J Ming | ||||||||||||||
| Director | $0 | $231,500 | $0 | $0 | $0 | $24,783 | $0 | -$20,352 | $0 | $0 | $0 | $235,931 | $0 | $0 |
| Bernice Gould | ||||||||||||||
| Assistant Secretary | $0 | $132,832 | $0 | $34,789 | $0 | $45,317 | $0 | $8,894 | $0 | $6,799 | $0 | $228,631 | $0 | $0 |
| David J Barger | ||||||||||||||
| Director | $0 | $234,000 | $0 | $0 | $0 | $0 | $0 | -$6,803 | $0 | $0 | $0 | $227,197 | $0 | $0 |
| Maryann Bodayle | ||||||||||||||
| Assistant Secretary | $0 | $175,247 | $0 | $18,737 | $0 | $2,271 | $0 | -$34,504 | $0 | $10,379 | $0 | $172,130 | $0 | $0 |
| Edward YW Pei | ||||||||||||||
| Director | $0 | $0 | $0 | $0 | $0 | $52,147 | $0 | $0 | $0 | $0 | $0 | $52,147 | $0 | $41,442 |
| Kim J Kaiser | ||||||||||||||
| Director | $0 | $28,400 | $0 | $0 | $0 | $14,004 | $0 | $0 | $0 | $0 | $0 | $42,404 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | METHODS USED TO ESTABLISH COMPENSATION OF CEO/EXECUTIVE DIRECTOR 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 $465,099 Susan Mullaney $718,000 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 $1,189,653 Kimberly Horn 5,314,752 Arthur Southam 536,824 Kathryn Lancaster 500,214 Mark Zemelman 371,550 Susan Mullaney 973,874 Janet Liang 2,124,667 Thomas Meier 89,053 Donald Orndoff 110,897 William Wiechmann 42,771 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. |
| SCHEDULE J, PART II, COLUMN C | THE ACTUARIAL VALUE FOR THE MAJORITY OF INDIVIDUALS' DEFINED BENEFIT PLAN DECLINED IN 2022, RESULTING IN NEGATIVE COMPENSATION FOR CERTAIN EXECUTIVES. THE ACTUARIAL INCREASE OR DECREASE IN VALUE MAY CHANGE FOR VARIOUS REASONS, INCLUDING CONTINUED SERVICE, AGE, AND CHANGES IN ASSUMPTIONS. THE DECLINE IN ACTUARIAL VALUE OF BENEFITS DURING 2022 IS PRIMARILY DUE TO SIGNIFICANT INCREASE IN MARKET INTEREST RATES, RESULTING IN LOWER PRESENT VALUE OF BENEFITS COMPARED TO THE PRIOR YEAR. THE ACTUAL DOLLARS RECEIVED FROM THE DEFINED BENEFIT PLAN UPON RETIREMENT ARE NOT AFFECTED BY THE INTEREST RATE INCREASES. CERTAIN BOARD MEMBERS ARE ELIGIBLE FOR A RETIREE MEDICAL BENEFIT FOLLOWING RETIREMENT FROM THE BOARD. THE ACTUARIAL INCREASE OR DECREASE IN VALUE MAY CHANGE FOR VARIOUS REASONS, INCLUDING CONTINUED SERVICE, AGE, AND CHANGES IN ASSUMPTIONS, RESULTING IN NEGATIVE VALUES IN COLUMN (C) IN SOME INSTANCES. |
| FORM 990, PART VII, SECTION A, LINE 5 | RONALD VANCE RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION, ALVAREZ & MARSAL HOLDINGS, LLC. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2a | ALL COMPENSATED OFFICERS, DIRECTORS AND EMPLOYEES PERFORMING SERVICES FOR KFHPW HOLDINGS ARE EMPLOYEES OF OTHER KAISER ORGANIZATIONS. KFHPW HOLDINGS IS RECHARGED BY OTHER KAISER ORGANIZATIONS FOR EMPLOYEES' TIME. FORM 990, PART VI, LINE 1a - Voting Member and Governing Body - THE EXECUTIVE COMMITTEE, COMPOSED OF DIRECTORS, HAS AUTHORITY TO ACT FOR THE BOARD BETWEEN MEETINGS EXCEPT IT HAS NO AUTHORITY TO: (I) AMEND, ALTER OR REPEAL THE BYLAWS; (II) ELECT, APPOINT OR REMOVE ANY BOARD COMMITTEE MEMBER OR ANY DIRECTOR OF THE CORPORATION; (III) AMEND THE ARTICLES OF INCORPORATION; (IV) ADOPT A PLAN OF MERGER OR ADOPT A PLAN OF CONSOLIDATION WITH ANOTHER CORPORATION; (V) AUTHORIZE THE VOLUNTARY DISSOLUTION OF THE CORPORATION OR REVOKE PROCEEDINGS THEREFOR; (VI) ADOPT A PLAN FOR THE DISTRIBUTION OF THE ASSETS OF THE CORPORATION NOT IN THE ORDINARY COURSE OF BUSINESS; OR (VII) AMEND, ALTER OR REPEAL ANY RESOLUTION OF THE BOARD OF DIRECTORS WHICH BY ITS TERMS PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED OR REPEALED. Form 990, Part VI, Line 2 Family or Business Relationships Board members Eugene Washington, MD and Richard Shannon, MD have a business relationship. Board members Jeffrey 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 - EACH DIRECTOR OF KFHP, INC. IS DESIGNATED AS A DIRECTOR OF THIS CORPORATION. EACH SUCH DIRECTOR OF THIS CORPORATION SHALL SERVE EX OFFICIO ONLY SO LONG AS HE OR SHE IS A DIRECTOR OF HEALTH PLAN. |
| FORM 990, PART VI, LINE 7B | - APPROVAL OF CERTAIN GOVERNANCE DECISIONS - THE FOLLOWING ACTIONS OF THE CORPORATION REQUIRE APPROVAL OF THE SOLE MEMBER: A) THE ADMISSION OF NEW MEMBERS AND THE EXPULSION, SUSPENSION, OR TERMINATION OF AN EXISTING MEMBER; B) ANY CHANGES TO ITS RIGHTS AS THE CORPORATION'S SOLE MEMBER; C) THE NUMBER OF DIRECTORS IS RESERVED TO THE MEMBER BUT SHALL BE NO FEWER THAN THREE, PROVIDED HOWEVER THAT NO DECREASE IN NUMBER OF DIRECTORS SHALL HAVE THE EFFECT OF SHORTENING THE TERM OF ANY INCUMBENT; D) THE ELECTION AND REMOVAL OF DIRECTORS AND THE FILLING OF ANY VACANCIES ON THE BOARD; E) ANY SIGNIFICANT CORPORATE RESTRUCTURING OR REORGANIZATION, SUCH AS A MERGER, CONSOLIDATION OR DISSOLUTION; F) ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR 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, 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. This process is managed by a third party; however, all reported allegations are provided to Ethics and Compliance for investigation, and if required, corrective action. 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 are required to complete a Conflicts of Interest Disclosure (COID). 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 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 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 COID 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: - Annually, the Conflicts of Interest and Corrective / Disciplinary Action policies are provided and reviewed as a part of the general ethics and compliance training and the Conflicts of Interest Policy is attested to during the disclosure process. - Represented employees are subject to corrective/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 | Forms 990 are available on www.guidestar.org. |
| Form 990, Part VI, Line 19 | PUBLIC INSPECTION GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AS DISCLOSED TO OTHER REGULATORY BODIES. 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 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 DONATED CAPITAL $ 86,118 OTHER THAN TEMPORARY IMPAIRMENTS (27,741) GAIN/LOSS ON INVESTMENTS - BOOK (1,198) GAIN/LOSS ON INVESTMENTS - TAX (241) ROUNDING ADJUSTMENT 1 ----------- TOTAL $ 56,939 |
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 |
| KP Bernard J Tyson School of Medicine | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 814053028 | Medical Edu. | CA | 501(c)(3) | 2 | KFH | false |
| Group Health Northwest | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 911216856 | Inactive | WA | 501(c)(3) | 12-I | KFHP of WA | false |
| Group Health of Washington | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 911314907 | 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 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 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 |
| Garfield Health Sol E Pvt Ltd | ||||||||||||
| 1 Kaiser Pl - 26th Fl | Oakland | CA | 94612 | Admin | IN | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | 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 | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | 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 |