CAMP BOWIE SERVICE CENTER: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CAMP BOWIE SERVICE CENTER (EIN 94-3299123)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201413169349303021
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T12:44:31-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943299123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMP BOWIE SERVICE CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VP - TAX SERVICES | InCareOfNm |
| Business Name Control | CAMP | BusinessNameControlTxt |
| Phone | 5102716611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA 15L | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFONSE UPSHAW | PersonNm |
| Person Title | VP, DEPUTY CONTROLLER | PersonTitleTxt |
| Phone | 5102716385 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W FRIZ | PreparerPersonNm |
| PTIN | P00438748 | PTIN |
| Phone | 5102716385 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GERARD L COY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA 15L | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $72,525,832 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | CAMP BOWIE SVCS CTR PROVIDES MEMBERSHIP ACCOUNTING AND ADMINISTRATIVE SUPPORT SVCS TO THE AFFILIATED EXEMPT ORGANIZATIONS THAT COMPRISE THE KAISER PERMANENTE MEDICAL CARE PROGRAM | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $65,022,146 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,525,832 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $65,022,146 | PYTotalRevenueAmt |
| CY Total Revenue | $72,525,832 | 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 | $52,594,536 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $57,664,874 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,809,979 | PYOtherExpensesAmt |
| CY Other Expenses | $14,810,361 | CYOtherExpensesAmt |
| PY Total Expenses | $66,404,515 | PYTotalExpensesAmt |
| CY Total Expenses | $72,475,235 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,382,369 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $50,597 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,701,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,472,374 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,930,436 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,202,428 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$3,228,443 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$2,730,054 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CAMP BOWIE SERVICE CENTER PROVIDES MEMBERSHIP ACCOUNTING AND ADMINISTRATIVE SUPPORT SERVICES TO THE AFFILIATED EXEMPT ORGANIZATIONS THAT COMPRISE THE KAISER PERMANENTE MEDICAL CARE PROGRAM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $72,475,235 | ExpenseAmt |
| Revenue | $72,525,832 | RevenueAmt |
| Desc | PROCESS INDIVIDUAL AND GROUP MEMBERSHIP RECORDS AND DUES, MANAGE COLLECTIONS AND RECEIVABLES AND PROVIDE CALL CENTER SUPPORT FOR THE MEMBERS OF THOSE AFFILIATED ORGANIZATIONS THAT COMPRISE THE KAISER PERMANENTE MEDICAL CARE PROGRAM. | Desc |
| Total Program Service Expenses | $72,475,235 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | false | RelatedOrganizationCtrlEntInd |
| 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 | 9 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VP - TAX SERVICES | PersonNm |
| Phone | 5102716385 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA 15L | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 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 | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Arthur M Southam | |||||||||
| Director | 4.0 | 46.0 | Yes (X) | $0 | $2,609,154 | $45,573 | |||
| Bernard J Tyson | |||||||||
| Director | 1.0 | 49.0 | Yes (X) | $0 | $4,150,020 | $139,874 | |||
| Donna Lynne | |||||||||
| Director & Chair | 1.0 | 49.0 | Yes (X) | $0 | $1,236,958 | $413,627 | |||
| Deborah Stokes | |||||||||
| SVP,CORPORATE CONTROLLER & CAO | 0.0 | 50.0 | $0 | $764,912 | -$2,441 | Yes (X) | |||
| Erin M Downing | |||||||||
| ASSISTANT SECRETARY | 0.5 | 49.5 | $0 | $95,076 | $14,143 | Yes (X) | |||
| Gerard L Coy | |||||||||
| President | 10.0 | 40.0 | $0 | $749,445 | $81,841 | Yes (X) | |||
| Kathryn Lancaster | |||||||||
| EVP & CFO | 1.0 | 49.0 | $0 | $2,196,752 | $141,775 | Yes (X) | |||
| Mark S Zemelman | |||||||||
| Secretary | 0.0 | 50.0 | $0 | $1,323,548 | $43,660 | Yes (X) | |||
| Thomas R Meier | |||||||||
| SVP, Corporate Treasurer | 0.0 | 50.0 | $0 | $1,047,162 | $44,749 | Yes (X) | |||
| Victoria B Zatkin | |||||||||
| Assistant Secretary | 0.5 | 49.5 | $0 | $330,156 | $13,335 | Yes (X) | |||
| Barbara Lynne Ishikawa | |||||||||
| VP, Membership Services | 50.0 | 0.0 | $0 | $350,932 | $67,000 | Yes (X) | |||
| Charles Kirschbaum | |||||||||
| Director, Compliance | 50.0 | 0.0 | $0 | $161,460 | $27,598 | Yes (X) | |||
| Dennis Sentz | |||||||||
| Controller - MSSA | 20.0 | 30.0 | $0 | $294,355 | $33,251 | Yes (X) | |||
| Calvin S Striggles | |||||||||
| Manager, Accounting | 50.0 | 0.0 | $0 | $125,614 | $16,203 | Yes (X) | |||
| RUSS HEROLD | |||||||||
| SENIOR MANAGER, ACCOUNTING | 50.0 | 0.0 | $0 | $141,399 | $19,449 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $15,576,943 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,099,637 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DELL COMPUTER CORPORATION | |||||
| 1369 Lakeside Loop | ROUND ROCK | TX | 78682 | OTHER MISC. SVCS | $1,870,050 |
| Employment Contractor Services Inc | |||||
| 1 Kattelville Road Suite 4 | BINGHAMTON | NY | 13901 | O/S PERSONNEL | $1,671,192 |
| SUMMIT STAFFING INC | |||||
| 2330 BROADWAY SUITE 107 | DENVER | CO | 80205 | O/S PERSONNEL | $922,697 |
| KFORCE Inc | |||||
| PO Box 277997 | ATLANTA | GA | 303847997 | O/S PERSONNEL | $668,697 |
| FISERV OUTPUT SOLUTIONS | |||||
| 2110 WILEY BLVD SW | CEDAR RAPIDS | IA | 52404 | OTHER MISC. SVCS | $394,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP SERVICE | Desc |
| Business | 561499 | BusinessCd |
| Total Revenue Column | $72,525,832 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,525,832 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,525,832 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 | $72,525,832 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,525,832 | RelatedOrExemptFuncIncomeAmt |
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 | $38,708,543 | TotalAmt |
| Program Services | $38,708,543 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,157 | TotalAmt |
| Program Services | $78,157 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,381,590 | TotalAmt |
| Program Services | $14,381,590 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,496,584 | TotalAmt |
| Program Services | $4,496,584 | ProgramServicesAmt |
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 | $0 | TotalAmt |
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 | $269,579 | TotalAmt |
| Program Services | $269,579 | ProgramServicesAmt |
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 | $2,334,226 | TotalAmt |
| Program Services | $2,334,226 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,169 | TotalAmt |
| Program Services | $271,169 | 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 | $158,512 | TotalAmt |
| Program Services | $158,512 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,585 | TotalAmt |
| Program Services | $48,585 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,718,668 | TotalAmt |
| Program Services | $2,718,668 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EQUIPMENT RENTAL | $1,103,533 | $1,103,533 |
| PRINTING & PUBLICATIONS | $101,544 | $101,544 |
| OUTSIDE NON-MEDICAL SERVICES | $7,305,907 | $7,305,907 |
| SUPPLIES-PHARMACY,MEDICAL,ETC | $276,063 | $276,063 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,575 | TotalAmt |
| Program Services | $222,575 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,475,235 | TotalAmt |
| Program Services | $72,475,235 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $226,184 | BOYAmt |
| EOY | $238,302 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,322,560 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,022,722 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,894,137 | BOYAmt |
| EOY | $11,299,838 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $4,581,672 | BOYAmt |
| EOY | $5,934,234 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,701,993 | BOYAmt |
| EOY | $17,472,374 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,040 | BOYAmt |
| EOY | $1,261,352 | 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 | $21,190,396 | BOYAmt |
| EOY | $18,941,076 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,930,436 | BOYAmt |
| EOY | $20,202,428 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
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 | -$3,228,443 | BOYAmt |
| EOY | -$2,730,054 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,228,443 | BOYAmt |
| EOY | -$2,730,054 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,701,993 | BOYAmt |
| EOY | $17,472,374 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $50,597 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $447,792 | 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (6 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | |||||
| 941340523 | 09 | Yes (true) | Yes (true) | Yes (true) | $37,327,399 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | |||||
| 930798039 | 09 | Yes (true) | Yes (true) | Yes (true) | $10,512,967 |
| KASIER FOUNDATION HEALTH PLAN OF COLORADO | |||||
| 840591617 | 09 | Yes (true) | Yes (true) | Yes (true) | $13,030,747 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA | |||||
| 581592076 | 09 | Yes (true) | Yes (true) | Yes (true) | $3,960,898 |
| KAISER FOUNDATION HEALTH PLAN OF OHIO | |||||
| 340922268 | 09 | Yes (true) | Yes (true) | Yes (true) | $1,376,760 |
| KFHP OF THE MID-ATLANTIC STATES INC | |||||
| 520954463 | 09 | Yes (true) | Yes (true) | Yes (true) | $5,488,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 6 | SupportedOrganizationsTotalCnt |
| Support Sum | $71,697,681 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 11h | FormAndLineReferenceDesc |
| Explanation | Camp Bowie provides membership accounting and administrative support to Kaiser Foundation Health Plan Inc. and its subsidiaries. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,541,616 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,340,810 | DepreciationAmt |
| Book Value | $7,200,806 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,877,193 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,882,428 | DepreciationAmt |
| Book Value | $1,994,765 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,903,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $799,484 | DepreciationAmt |
| Book Value | $2,104,267 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,299,838 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM AFFILIATED ORG | Desc |
| Book Value | $5,934,234 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,934,234 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED BONUS | $302,508 |
| PENSION/BENEFIT PLAN PAYABLE | $805,483 |
| DUE TO AFFILIATES | $17,049,974 |
| LT DEFERRED RENT | $783,111 |
| SEVERANCE/POST EMPLOYMENT BENEFITS | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,941,076 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arthur M Southam | ||||||||||||||
| Director | $0 | $775,034 | $0 | $1,476,834 | $0 | $357,286 | $0 | $22,139 | $0 | $23,434 | $0 | $2,654,727 | $0 | $311,627 |
| Bernard J Tyson | ||||||||||||||
| Director | $0 | $1,094,700 | $0 | $2,373,012 | $0 | $682,308 | $0 | $111,774 | $0 | $28,100 | $0 | $4,289,894 | $0 | $555,429 |
| Donna Lynne | ||||||||||||||
| Director & Chair | $0 | $522,385 | $0 | $671,301 | $0 | $43,272 | $0 | $386,467 | $0 | $27,160 | $0 | $1,650,585 | $0 | $0 |
| Deborah Stokes | ||||||||||||||
| SVP,CORPORATE CONTROLLER & CAO | $0 | $346,256 | $0 | $347,325 | $0 | $71,331 | $0 | -$22,132 | $0 | $19,691 | $0 | $762,471 | $0 | $50,089 |
| Gerard L Coy | ||||||||||||||
| President | $0 | $368,876 | $0 | $363,696 | $0 | $16,873 | $0 | $62,434 | $0 | $19,407 | $0 | $831,286 | $0 | $0 |
| Kathryn Lancaster | ||||||||||||||
| EVP & CFO | $0 | $676,598 | $0 | $1,210,688 | $0 | $309,466 | $0 | $125,720 | $0 | $16,055 | $0 | $2,338,527 | $0 | $266,810 |
| Mark S Zemelman | ||||||||||||||
| Secretary | $0 | $493,974 | $0 | $632,158 | $0 | $197,416 | $0 | $17,865 | $0 | $25,795 | $0 | $1,367,208 | $0 | $155,249 |
| Thomas R Meier | ||||||||||||||
| SVP, Corporate Treasurer | $0 | $325,824 | $0 | $438,610 | $0 | $282,728 | $0 | $14,386 | $0 | $30,363 | $0 | $1,091,911 | $0 | $244,843 |
| Victoria B Zatkin | ||||||||||||||
| Assistant Secretary | $0 | $200,385 | $0 | $91,393 | $0 | $38,378 | $0 | $8,542 | $0 | $4,793 | $0 | $343,491 | $0 | $0 |
| Barbara Lynne Ishikawa | ||||||||||||||
| VP, Membership Services | $0 | $212,036 | $0 | $122,975 | $0 | $15,921 | $0 | $54,088 | $0 | $12,912 | $0 | $417,932 | $0 | $0 |
| Charles Kirschbaum | ||||||||||||||
| Director, Compliance | $0 | $134,875 | $0 | $24,661 | $0 | $1,924 | $0 | $11,589 | $0 | $16,009 | $0 | $189,058 | $0 | $0 |
| Dennis Sentz | ||||||||||||||
| Controller - MSSA | $0 | $178,471 | $0 | $90,887 | $0 | $24,997 | $0 | $14,820 | $0 | $18,431 | $0 | $327,606 | $0 | $0 |
| RUSS HEROLD | ||||||||||||||
| SENIOR MANAGER, ACCOUNTING | $0 | $124,768 | $0 | $14,974 | $0 | $1,657 | $0 | $10,145 | $0 | $9,304 | $0 | $160,848 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 | - METHODS USED TO ESTABLISH CONSIDERATION OF CEO/EXECUTIVE DIRECTOR - Camp bowie service center relied on Kaiser Foundation Health Plan, Inc. 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. |
| Schedule J, Part I, Line 4b | - Supplemental Nonqualified Retirement Plan Payment - Kathryn Lancaster $ 267,106 Thomas Meier 246,161 Deborah Stokes 50,089 Arthur M. Southam 314,156 Bernard J. Tyson 555,429 Victoria B Zatkin 2,976 Mark S. Zemelman 156,419 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 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. |
| Schedule J, Part II, Column C | The actuarial value for some individuals' defined benefit plan declined in 2013, resulting in negative values in column (C) in some instances. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 2 | All officers, directors and employees performing services for Camp Bowie Service Center (CBSC) are employees of other Kaiser organizations. CBSC is recharged by other Kaiser organizations for employees' time. CBSC currently utilizes 921 employees of other Kaiser organizations. |
| Form 990, Part VI, Line 6 | Kaiser Foundation Health Plan, Inc. is the sole member. |
| Form 990, Part VI, Line 7a | Kaiser Foundation Health Plan, Inc. appoints the directors (and fills vacancies and has authority to remove directors). |
| Form 990, Part VI, Line 7b | The single member, Kaiser Foundation Health Plan, Inc., could have approval over goveranance decisions. |
| Form 990, Part VI, Line 11b | - Form 990 Review Process - 1. KEY INFORMATION IS OBTAINED AND/OR CONFIRMED WITH INTERNAL SOURCES INCLUDING REGIONAL FINANCE AND EXECUTIVE COMPENSATION. 2. Prior to finalization, the return is reviewed with a PRICEWATERHOUSECOOPERS LLP tax advisor. 3. once signed by a PRICEWATERHOUSECOOPERS LLP 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 | - Compliance Enforcement - A. Regularly and Consistently Monitors Compliance with the Conflicts of Interest Policy - Kaiser Permanente regularly monitors compliance with the Conflicts of Interest Policy in 3 key ways: 1. The Kaiser Permanente Compliance Hotline is available to all employees and vendors to report actual or potential conflicts of interest. All calls are answered by a third party and provided to Kaiser Permanente's National Compliance Office for review and appropriate action. Employees can report anonymously. Retaliation is prohibited. Reports of actual or potential Conflicts of Interest are generated and investigations are conducted as required and information is tracked and trended to determine if additional guidance is required to avoid or manage conflicts of interest. Compliance Hotline Reports are provided for review and action to the Kaiser Foundation Health Plan/Hospitals Boards of Directors annually. 2. The Chief Compliance Officer and the SVP of Internal Audit Services annually review the directors', officers', key employees', and executives' Annual Conflicts of Interest Questionnaire disclosures and provide direction on any investigations required. Investigations are documented, tracked and trended to determine if additional controls or education is required. In addition, Conflicts of Interest Questionnaire reports are provided for review and action to the Kaiser Foundation Health Plan/Hospitals Boards of Directors annually; and 3. Annually, as a component of the external audit, KPMG reviews the Annual Conflicts of Interest Questionnaires process completed by Directors, Officers, Key Employees, and Executives, and actions taken as a result of the disclosures. The results of the annual audit, including any findings in this area are presented to the Kaiser Foundation Health Plan/Hospitals Audit and Compliance Committee. B. Regularly and Consistently Enforces Compliance with the Conflicts of Interest Policy - To ensure consistency in the enforcement of the policy Kaiser Permanente uses the following steps as a general guideline: 1. Represented employees are subject to any corrective/disciplinary action provisions described in specific regional/national collective bargaining agreements and/or organizational policies and practices. 2. Kaiser Permanente informs employees of the National Human Resources Policy No. 14. Corrective/Disciplinary Action Policy during new employee orientation and in annual compliance training. 3. In the event that it is necessary to discipline any employee because of, but not limited to, failure to comply with applicable legal/regulatory requirements, Kaiser Permanente policies and procedures, or the Principles of Responsibility, or for unsatisfactory performance or misconduct, coaching/counseling and/or corrective/disciplinary action may include, but is not limited to: - Oral discussion and/or warning by the employee's immediate supervisor or higher level manager to correct the problem; - Written notice, with or without final warning; - Paid or unpaid suspension, with or without final warning; - 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 which evaluates and approves, prior to payment, all programs and payments to CEO, Executive Director and top management officials (executives). 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 at the median of the comparable external market in which the organization competes for executive leadership. Evaluation of comparable pay data is performed by an Independent Compensation, Benefit & Human Resource Consulting firm. The compensation program focuses on objectives in the areas of quality of member care and service, 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, Conflict of Interest Policy are available upon request as disclosed to other regulatory bodies. To request copies contact: Vice President - TAX SERVICES Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, Suite 15L 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 - Change in Other Comprehensive Income $447,792 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 941340523 | HEALTH CARE | CA | 501(C)(3) | 9 | NA | false |
| KAISER FOUNDATION HEALTH PLAN OF CO INC | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 840591617 | HEALTH CARE | CO | 501(C)(3) | 9 | KFHP INC | false |
| KAISER FOUNDATION HEALTH PLAN OF GA INC | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 581592076 | HEALTH CARE | GA | 501(C)(3) | 9 | KFHP INC | false |
| KAISER FOUNDATION HEALTH PLAN OF THE NW | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 930798039 | HEALTH CARE | OR | 501(C)(3) | 9 | KFHP INC | false |
| KAISER FOUNDATION HEALTH PLAN OF OH INC | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 340922268 | HEALTH CARE | OH | 501(C)(3) | 9 | KFHP INC | false |
| KAISER FOUNDATION HOSPITALS | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 941105628 | HEALTH CARE | CA | 501(C)(3) | 3 | KFHP INC | false |
| KAISER FOUNDATION HEALTH PLAN OF THE MAS | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 520954463 | HEALTH CARE | MD | 501(C)(3) | 9 | KFHP INC | false |
| KAISER HEALTH ALTERNATIVES | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 930954562 | HEALTH CARE | OR | 501(C)(3) | 9 | KFHP INC | false |
| KAISER HOSPITAL ASSET MANAGEMENT INC | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943299125 | ASSET MGMT | CA | 501(C)(3) | 11 - I | KFH | false |
| KAISER HEALTH PLAN ASSET MANAGEMENT INC | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943299124 | ASSET MGMT | CA | 501(C)(3) | 11 - I | KFHP INC | false |
| LOKAHI ASSURANCE LTD | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 912171891 | WC Placement | HI | 501(C)(3) | 11 - I | KFHP INC | false |
| OHP | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 930480268 | LEASING | WA | 501(C)(3) | 11 - I | KFHP INC | false |
| 1800 HARRISON FOUNDATION | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943317484 | FINANCING | CA | 501(C)(3) | 11 - II | KFHP INC | false |
| KAISER HOSPITAL ASSISTANCE CORPORATION | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 311779500 | FINANCING | CA | 501(C)(3) | 11 - III-NF | KFH | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH CARE MANAGEMENT SOLUTIONS LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA 15L | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203924985 | EIN |
| Primary Activities | CONSULTING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARCHIMEDES INC | ||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 203774729 | CONSULTING | CA | NA | C CORP | $0 | $0 | 0.00000 | false |
| KAISER PERMANENTE INTERNATIONAL | ||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943245176 | CONSULTING | CA | NA | C CORP | $0 | $0 | 0.00000 | false |
| KAISER PERMANENTE INSURANCE COMPANY | ||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943203402 | INSURANCE | CA | NA | C CORP | $0 | $0 | 0.00000 | false |
| KAISER PROPERTIES SERVICES INC | ||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943259432 | REAL ESTATE | CA | NA | C CORP | $0 | $0 | 0.00000 | false |
| OAK TREE ASSURANCE LTD | ||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 030329760 | INSURANCE | VT | NA | C CORP | $0 | $0 | 0.00000 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II | FormAndLineReferenceDesc |
| Explanation | In 2013, Kaiser Foundation Health Plan, Inc. and HealthSpan Partners, an unrelated not-for-profit Ohio-based health system, entered into a definitive agreement to transfer the sole corporate membership of Kaiser Foundation Health Plan of Ohio to HealthSpan Partners. On October 1, 2013, the member substitution transaction was completed. | ExplanationTxt |