KAISER FOUNDATION HEALTH PLAN INC Charity Report

Public IRS 990 nonprofit record

KAISER FOUNDATION HEALTH PLAN INC

EIN 94-1340523 · Health Care (E310)

What they do

to PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES to IMPROVE THE HEALTH of OUR MEMBERS and THE COMMUNITIES WE SERVE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $95.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders67 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

95.03%of revenue went to mission work95.3% of expenses · Program services

$99.69spent for every $100 of revenueRevenue covered expenses this year.

2.60%of revenue went to management and office costs2.6% of expenses

$0.41in assets for every $1 spent this yearSome assets cannot be spent right away.

0.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $12,976,050 for GREGORY ADAMS (CHAIRMAN & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$82,490,440,881

Mission workProgram services$78,391,316,88895.03% of revenue95.3% of expenses

ManagementOffice and general costs$2,147,483,6472.60% of revenue2.6% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$255,745,0670.31% of revenueShown in gray on the chart

Total expenses$82,234,695,81499.69% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 95.3% mission · 2.6% management · 0.0% fundraisingTotal expenses: 99.69% of revenue

2023Expense mix: 95.8% mission · 2.9% management · 0.0% fundraisingTotal expenses: 99.01% of revenue

2022Expense mix: 95.9% mission · 3.0% management · 0.0% fundraisingTotal expenses: 100.91% of revenue

2021Expense mix: 95.6% mission · 3.2% management · 0.0% fundraisingTotal expenses: 98.64% of revenue

2020Expense mix: 94.5% mission · 3.3% management · 0.0% fundraisingTotal expenses: 96.74% of revenue

2019Expense mix: 95.5% mission · 3.5% management · 0.0% fundraisingTotal expenses: 97.50% of revenue

2018Expense mix: 94.8% mission · 3.7% management · 0.0% fundraisingTotal expenses: 99.47% of revenue

2017Expense mix: 95.5% mission · 4.0% management · 0.0% fundraisingTotal expenses: 99.59% of revenue

Money in and money out

Revenue$82,490,440,881

Expenses$82,234,695,814

Annual surplus $255,745,067 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$78,391,316,888 · 95.3% of expenses

Management and office costs$2,147,483,647 · 2.6% of expenses

See all reported dollar amounts

Revenue$82,490,440,881

Expenses$82,234,695,814

Assets$33,547,368,863

Income$93,006,408,021

Contributions$659,510

Mission work (program services)$78,391,316,888

Grants given$753,939,550

Average grant$560,550

Management and general$3,843,378,926

Executive compensation (total)$103,172,707

Stocks and bonds$10,299,723,044

Accounting fees$2,904,464

Investing fees$6,825,355

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

GREGORY ADAMSCHAIRMAN & CEO · 13 hrs/week $12,976,050Base $12,789,811 · Other $186,239

KIMBERLY HORNEVP, GROUP PRESIDENT, MOC · 16 hrs/week $6,474,308Base $5,678,798 · Other $795,510

JANET LIANGEVP, GROUP PRESIDENT & COO · 15 hrs/week $5,011,705Base $4,322,020 · Other $689,685

KATHRYN LANCASTEREVP & CFO · 16 hrs/week $5,004,087Base $4,850,102 · Other $153,985

BRANDON CUEVASEVP, HEALTH PLAN · 25 hrs/week $4,354,878Base $3,512,002 · Other $842,876

YAZDI BAGLIEVP, ENTERPRISE BUSINESS SVCS · 25 hrs/week $3,822,029Base $2,666,097 · Other $1,155,932

CARRIE PLIETZREGIONAL PRESIDENT - NCAL · 25 hrs/week $3,326,860Base $2,535,009 · Other $791,851

CHUCK BEVILACQUASVP, HEALTH PLAN PRODUCT, SVC · 35 hrs/week $3,007,814Base $2,888,508 · Other $119,306

GREGORY HOLMESEVP, CHIEF HR OFFICER · 25 hrs/week $2,671,910Base $1,404,681 · Other $1,267,229

PAUL SWENSONEVP, CHIEF ADMIN OFFICER · 45 hrs/week $2,648,633Base $2,487,310 · Other $161,323

VANESSA BENAVIDESEVP,CHIEF LEGAL OFFICER & SECY · 18 hrs/week $2,623,191Base $2,137,057 · Other $486,134

ANDREW BINDMANEVP, CHIEF MEDICAL OFFICER · 24 hrs/week $2,594,208Base $1,545,417 · Other $1,048,791

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (67)

GREGORY ADAMSCHAIRMAN & CEO

KIMBERLY HORNEVP, GROUP PRESIDENT, MOC

JANET LIANGEVP, GROUP PRESIDENT & COO

KATHRYN LANCASTEREVP & CFO

BRANDON CUEVASEVP, HEALTH PLAN

YAZDI BAGLIEVP, ENTERPRISE BUSINESS SVCS

CARRIE PLIETZREGIONAL PRESIDENT - NCAL

CHUCK BEVILACQUASVP, HEALTH PLAN PRODUCT, SVC

GREGORY HOLMESEVP, CHIEF HR OFFICER

PAUL SWENSONEVP, CHIEF ADMIN OFFICER

VANESSA BENAVIDESEVP,CHIEF LEGAL OFFICER & SECY

ANDREW BINDMANEVP, CHIEF MEDICAL OFFICER

SAMUEL GLICKEVP, ENTERPRISE STRAT, BUS DEV

CHANDRIKA BHALLASVP, CFO - HOSPITAL MKTS & FP

MICHELLE GASKILLREGIONAL PRESIDENT - SCAL & HI

PAMELA SHIPLEYSVP, HEALTH PLAN INNOVATION

THOMAS HANENBURGSVP, AMBULATORY OPERATIONS

PAUL MINARDIEVP AND CEO OF KPMF

BECHARA CHOUCAIREVP, CHIEF HEALTH OFFICER

MICHAEL ROWESVP, CHF BUS DEV & STRAT EXEC

DAVID THOMASONSVP,CORPORATE CONTROLLER & CAO

DEBRA CUNNINGHAMSVP, ENTERPRISE TRANSFORMATION

EDMUND CHANSVP, HAWAII MARKET LEADER

THOMAS MEIERSVP, CORPORATE TREASURER

THOMAS CURTINSVP, COMMERCIAL LOB

ANTHONY BARRUETASVP, GOVERNMENT RELATIONS

JAMES SIMPSONSVP, ENTERPRISE PROJECTS

ALFONSE UPSHAWSVP, CFO - NCAL

ARLENE PEASNALLSVP, HR & LABOR RELATIONS

MARY BETH LANGSVP, CHIEF PHARMACY OFFICER

LINTON WHITESVP, CFO - SCAL & HAWAII

LAUREL JUNKSVP, MARKET OPERATIONS SVCS

CATHERINE HERNANDEZ TIREYSVP, CHIEF COMMS OFFICER

ARTHUR SOUTHAMEVP, HEALTH PLAN OPS & CGO

PHILIP YOUNGASSISTANT SECRETARY

JALENA BINGHAMASSISTANT SECRETARY

TINA WEISSSVP, SMALL BUS/ INDIVIDUAL LOB

DIANE COMEREVP, CHIEF INFO & TECH OFFICER

MARK ZEMELMANSVP, GENERAL COUNSEL & SECY

CHRISTINA COOPERSVP, GOVERNMENT PROGRAMS

JENNIFER GOLDBERGASSISTANT SECRETARY

JULIE MILLER-PHIPPSREGIONAL PRESIDENT - SCAL & HI

MARCUS HOFFMANCFO - SCAL & HAWAII

RYAN JENSONINTERIM CORP CONTROLLER & CAO

GREG CHRISTIANASSISTANT SECRETARY

KATHERINE RITCHEYASSISTANT SECRETARY

KRISTIN BEARASSISTANT SECRETARY

CHRISTINA LOCKWOODASSISTANT SECRETARY

WADE OVERGAARDSVP, HEALTH PLAN OPS - CA

DONALD ORNDOFFSVP, NFS

HONG-SZE YUVP, BRD & CORP GOV & ASST SECY

DAVID F HOFFMEISTERDIRECTOR

JEFFREY E EPSTEINDIRECTOR

LESLIE S HEISZDIRECTOR

JUDITH A JOHANSEN JDDIRECTOR

REGINA M BENJAMIN MD MBADIRECTOR

RAMON F BAEZDIRECTOR

A EUGENE WASHINGTON MDDIRECTOR

JENNY J MINGDIRECTOR

RICHARD P SHANNON MDDIRECTOR

DAVID J BARGERDIRECTOR

VIVEK SHARMADIRECTOR

MARYANN BODAYLEASSISTANT SECRETARY

MATTHEW T RYANDIRECTOR

GEORGE DISALVOSVP, CFO-MARKETS OUTSIDE OF CA

MICK DIEDESVP, CHIEF ACTUARY

EDWARD Y W PEIDIRECTOR

About this charity

Recognized since: January 1981
Location: C/O KP Tax One Kaiser Plz FL 26, OAKLAND, CA 94612
County: Alameda
In care of: MICHAEL P WALTON
Primary officer: MICHAEL P WALTON, CHIEF TAX OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(510) 271-6611

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: PWC US TAX LLP
NTEE classification: Health Care (E310)
IRS tax category: HMO Medical Centers
Grant-giving organization: Yes