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Nonprofiteer
← KAPIOLANI MEDICAL SPECIALISTS

Form 990 for tax year 2023

Filed by KAPIOLANI MEDICAL SPECIALISTS.

Totals

Total revenue
$354,430,283
Total expenses
$486,278,345
Contributions and grants received
$589,767
Grants paid
$5,088
Program services expenses (Part IX)
$438,866,697
Management and general expenses
$47,411,648
Fundraising expenses
$0
Program service expenses (Part III)
$438,866,697

Program services were 90.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Gordon Hammond

    Board of Director, Chair

    Total calculated
    $0
    Hours/week
    0.2
  • Raymond P Vara Jr

    Board of Director & President

    Total calculated
    $4,411,352
    From this org
    $0
    From related orgs
    $2,464,885
    Other
    $1,946,467
    Hours/week
    0.2 + 61.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,231,412 related
    Bonus
    $0 + $505,774 related
    Other
    $0 + $727,699 related
    Deferred
    $0 + $1,923,428 related
    Nontaxable benefits
    $0 + $23,039 related
    Filer's total
    $0 + $4,411,352 related
  • Andrew Kawano

    Board of Director

    Total calculated
    $0
    Hours/week
    0.2
  • Anne Dempsey MD

    Board of Director

    Total calculated
    $420,713
    From this org
    $391,560
    From related orgs
    $0
    Other
    $29,153
    Hours/week
    40.2

    Schedule J breakdown matched by us

    Base
    $335,546
    Bonus
    $25,361
    Other
    $30,653
    Deferred
    $13,200
    Nontaxable benefits
    $15,953
    Filer's total
    $420,713
  • Chris Eldridge

    Board of Director

    Total calculated
    $0
    Hours/week
    0.2
  • David Cho MD

    Board of Director

    Total calculated
    $775,312
    From this org
    $739,000
    From related orgs
    $0
    Other
    $36,312
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $707,941
    Bonus
    $9,464
    Other
    $21,595
    Deferred
    $13,200
    Nontaxable benefits
    $23,112
    Filer's total
    $775,312
  • Patrick O'Donnell MD

    Board of Director

    Total calculated
    $674,902
    From this org
    $635,540
    From related orgs
    $0
    Other
    $39,362
    Hours/week
    40.2 + 0.3 related

    Schedule J breakdown matched by us

    Base
    $600,001
    Bonus
    $3,885
    Other
    $31,654
    Deferred
    $13,200
    Nontaxable benefits
    $26,162
    Filer's total
    $674,902
  • Wayne Katayama

    Board of Director

    Total calculated
    $0
    Hours/week
    0.2
  • Willow Morton

    Board of Director

    Total calculated
    $0
    Hours/week
    0.2
  • Amanda Woo

    VP

    Total calculated
    $369,464
    From this org
    $0
    From related orgs
    $327,447
    Other
    $42,017
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $261,042 related
    Bonus
    $0 + $42,486 related
    Other
    $0 + $23,919 related
    Deferred
    $0 + $26,179 related
    Nontaxable benefits
    $0 + $15,838 related
    Filer's total
    $0 + $369,464 related
  • Arthur Gladstone

    EVP & CSO

    Total calculated
    $1,263,224
    From this org
    $0
    From related orgs
    $926,332
    Other
    $336,892
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $544,689 related
    Bonus
    $0 + $190,612 related
    Other
    $0 + $191,031 related
    Deferred
    $0 + $311,153 related
    Nontaxable benefits
    $0 + $25,739 related
    Filer's total
    $0 + $1,263,224 related
  • Carrie Ann Tsutsui

    VP & System Controller

    Total calculated
    $386,410
    From this org
    $0
    From related orgs
    $307,290
    Other
    $79,120
    Hours/week
    6 + 42.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,446 related
    Bonus
    $0 + $42,745 related
    Other
    $0 + $25,099 related
    Deferred
    $0 + $67,840 related
    Nontaxable benefits
    $0 + $11,280 related
    Filer's total
    $0 + $386,410 related
  • Charles R Ching

    EVP, General Counsel & Secretary

    Total calculated
    $1,125,301
    From this org
    $0
    From related orgs
    $830,806
    Other
    $294,495
    Hours/week
    2.1 + 37.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $474,538 related
    Bonus
    $0 + $139,662 related
    Other
    $0 + $216,606 related
    Deferred
    $0 + $278,322 related
    Nontaxable benefits
    $0 + $16,173 related
    Filer's total
    $0 + $1,125,301 related
  • David Okabe

    EVP, CFO & Treasurer

    Total calculated
    $1,548,574
    From this org
    $0
    From related orgs
    $1,124,153
    Other
    $424,421
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $601,227 related
    Bonus
    $0 + $206,576 related
    Other
    $0 + $316,350 related
    Deferred
    $0 + $408,248 related
    Nontaxable benefits
    $0 + $16,173 related
    Filer's total
    $0 + $1,548,574 related
  • David Stumbaugh

    VP

    Total calculated
    $412,166
    From this org
    $0
    From related orgs
    $317,042
    Other
    $95,124
    Hours/week
    1.5 + 38.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,602 related
    Bonus
    $0 + $43,837 related
    Other
    $0 + $25,603 related
    Deferred
    $0 + $70,012 related
    Nontaxable benefits
    $0 + $25,112 related
    Filer's total
    $0 + $412,166 related
  • Dawn Dunbar

    SVP

    Total calculated
    $552,162
    From this org
    $0
    From related orgs
    $432,600
    Other
    $119,562
    Hours/week
    0.1 + 44.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,399 related
    Bonus
    $0 + $74,859 related
    Other
    $0 + $44,342 related
    Deferred
    $0 + $94,230 related
    Nontaxable benefits
    $0 + $25,332 related
    Filer's total
    $0 + $552,162 related
  • Dean Tateyama

    VP

    Total calculated
    $352,598
    From this org
    $0
    From related orgs
    $308,637
    Other
    $43,961
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,523 related
    Bonus
    $0 + $40,805 related
    Other
    $0 + $39,309 related
    Deferred
    $0 + $28,688 related
    Nontaxable benefits
    $0 + $15,273 related
    Filer's total
    $0 + $352,598 related
  • Douglas Kwock MD

    VP

    Total calculated
    $654,568
    From this org
    $0
    From related orgs
    $533,566
    Other
    $121,002
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $410,417 related
    Bonus
    $0 + $73,135 related
    Other
    $0 + $50,014 related
    Deferred
    $0 + $96,006 related
    Nontaxable benefits
    $0 + $24,996 related
    Filer's total
    $0 + $654,568 related
  • James Lin MD

    VP

    Total calculated
    $450,848
    From this org
    $0
    From related orgs
    $350,466
    Other
    $100,382
    Hours/week
    2 + 45.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,354 related
    Bonus
    $0 + $49,423 related
    Other
    $0 + $25,689 related
    Deferred
    $0 + $75,043 related
    Nontaxable benefits
    $0 + $25,339 related
    Filer's total
    $0 + $450,848 related
  • Jennifer Jones

    VP

    Total calculated
    $426,172
    From this org
    $0
    From related orgs
    $327,283
    Other
    $98,889
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $257,992 related
    Bonus
    $0 + $46,638 related
    Other
    $0 + $22,653 related
    Deferred
    $0 + $71,111 related
    Nontaxable benefits
    $0 + $27,778 related
    Filer's total
    $0 + $426,172 related
  • Jessica Lewis

    Assistant Corporate Secretary

    Total calculated
    $229,658
    From this org
    $0
    From related orgs
    $183,999
    Other
    $45,659
    Hours/week
    2.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,275 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $2,724 related
    Deferred
    $0 + $18,051 related
    Nontaxable benefits
    $0 + $27,608 related
    Filer's total
    $0 + $229,658 related
  • John McNamara

    SVP & CMO

    Total calculated
    $548,928
    From this org
    $0
    From related orgs
    $440,952
    Other
    $107,976
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,895 related
    Bonus
    $0 + $75,674 related
    Other
    $0 + $44,383 related
    Deferred
    $0 + $98,251 related
    Nontaxable benefits
    $0 + $9,725 related
    Filer's total
    $0 + $548,928 related
  • Katie Shigemitsu

    Compliance Officer

    Total calculated
    $269,809
    From this org
    $0
    From related orgs
    $236,038
    Other
    $33,771
    Hours/week
    5 + 35.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,075 related
    Bonus
    $0
    Other
    $0 + $5,963 related
    Deferred
    $0 + $24,381 related
    Nontaxable benefits
    $0 + $9,390 related
    Filer's total
    $0 + $269,809 related
  • Leslie Chun MD

    CEO

    Total calculated
    $1,204,885
    From this org
    $0
    From related orgs
    $881,508
    Other
    $323,377
    Hours/week
    45 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $581,407 related
    Bonus
    $0 + $181,467 related
    Other
    $0 + $118,634 related
    Deferred
    $0 + $298,021 related
    Nontaxable benefits
    $0 + $25,356 related
    Filer's total
    $0 + $1,204,885 related
  • Lorrie-Ann Luke

    VP

    Total calculated
    $410,482
    From this org
    $0
    From related orgs
    $315,784
    Other
    $94,698
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,929 related
    Bonus
    $0 + $43,449 related
    Other
    $0 + $31,406 related
    Deferred
    $0 + $68,959 related
    Nontaxable benefits
    $0 + $25,739 related
    Filer's total
    $0 + $410,482 related
  • Louise Fukumoto

    VP

    Total calculated
    $380,935
    From this org
    $0
    From related orgs
    $299,933
    Other
    $81,002
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,478 related
    Bonus
    $0 + $40,805 related
    Other
    $0 + $30,650 related
    Deferred
    $0 + $65,485 related
    Nontaxable benefits
    $0 + $15,517 related
    Filer's total
    $0 + $380,935 related
  • Michael Robinson

    VP

    Total calculated
    $459,528
    From this org
    $0
    From related orgs
    $378,000
    Other
    $81,528
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,128 related
    Bonus
    $0 + $59,914 related
    Other
    $0 + $34,958 related
    Deferred
    $0 + $71,469 related
    Nontaxable benefits
    $0 + $10,059 related
    Filer's total
    $0 + $459,528 related
  • Peter Lewis

    VP & Chief Information Security Officer

    Total calculated
    $372,495
    From this org
    $0
    From related orgs
    $346,846
    Other
    $25,649
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,619 related
    Bonus
    $0 + $48,447 related
    Other
    $0 + $23,780 related
    Deferred
    $0 + $24,329 related
    Nontaxable benefits
    $0 + $1,320 related
    Filer's total
    $0 + $372,495 related
  • Reina France Graves

    Privacy Officer

    Total calculated
    $185,751
    From this org
    $0
    From related orgs
    $146,853
    Other
    $38,898
    Hours/week
    1.2 + 38.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,547 related
    Bonus
    $0
    Other
    $0 + $1,306 related
    Deferred
    $0 + $14,366 related
    Nontaxable benefits
    $0 + $24,532 related
    Filer's total
    $0 + $185,751 related
  • Shilpa Patel MD

    SVP & CQO

    Total calculated
    $608,878
    From this org
    $0
    From related orgs
    $488,357
    Other
    $120,521
    Hours/week
    8.5 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $356,250 related
    Bonus
    $0 + $72,211 related
    Other
    $0 + $59,896 related
    Deferred
    $0 + $95,189 related
    Nontaxable benefits
    $0 + $25,332 related
    Filer's total
    $0 + $608,878 related
  • Steven Robertson

    EVP & CIO

    Total calculated
    $1,213,737
    From this org
    $0
    From related orgs
    $899,339
    Other
    $314,398
    Hours/week
    10 + 42.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $489,039 related
    Bonus
    $0 + $173,887 related
    Other
    $0 + $236,413 related
    Deferred
    $0 + $298,225 related
    Nontaxable benefits
    $0 + $16,173 related
    Filer's total
    $0 + $1,213,737 related
  • Sunshine Topping

    SVP (part year)

    Total calculated
    $621,649
    From this org
    $0
    From related orgs
    $493,721
    Other
    $127,928
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,974 related
    Bonus
    $0 + $94,627 related
    Other
    $0 + $37,120 related
    Deferred
    $0 + $102,865 related
    Nontaxable benefits
    $0 + $25,063 related
    Filer's total
    $0 + $621,649 related
  • Terence Young

    VP

    Total calculated
    $556,883
    From this org
    $0
    From related orgs
    $466,527
    Other
    $90,356
    Hours/week
    38 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $354,375 related
    Bonus
    $0 + $87,078 related
    Other
    $0 + $25,074 related
    Deferred
    $0 + $88,471 related
    Nontaxable benefits
    $0 + $1,885 related
    Filer's total
    $0 + $556,883 related
  • Troy Branstetter

    VP

    Total calculated
    $390,663
    From this org
    $0
    From related orgs
    $318,364
    Other
    $72,299
    Hours/week
    5 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,540 related
    Bonus
    $0 + $42,056 related
    Other
    $0 + $29,768 related
    Deferred
    $0 + $64,596 related
    Nontaxable benefits
    $0 + $7,703 related
    Filer's total
    $0 + $390,663 related
  • Warren Chaiko

    SVP

    Total calculated
    $592,404
    From this org
    $0
    From related orgs
    $469,027
    Other
    $123,377
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,105 related
    Bonus
    $0 + $67,798 related
    Other
    $0 + $121,124 related
    Deferred
    $0 + $94,588 related
    Nontaxable benefits
    $0 + $28,789 related
    Filer's total
    $0 + $592,404 related
  • William Burke

    VP

    Total calculated
    $416,222
    From this org
    $0
    From related orgs
    $326,715
    Other
    $89,507
    Hours/week
    8 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,945 related
    Bonus
    $0 + $45,000 related
    Other
    $0 + $32,770 related
    Deferred
    $0 + $71,420 related
    Nontaxable benefits
    $0 + $18,087 related
    Filer's total
    $0 + $416,222 related
  • Andrew Baldwin

    Physician

    Total calculated
    $1,300,129
    From this org
    $1,264,086
    From related orgs
    $0
    Other
    $36,043
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,214,241
    Bonus
    $4,897
    Other
    $44,948
    Deferred
    $13,200
    Nontaxable benefits
    $22,843
    Filer's total
    $1,300,129
  • Cass Nakasone MD

    Physician

    Total calculated
    $1,567,958
    From this org
    $1,531,646
    From related orgs
    $0
    Other
    $36,312
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,245,766
    Bonus
    $2,079
    Other
    $283,801
    Deferred
    $13,200
    Nontaxable benefits
    $23,112
    Filer's total
    $1,567,958
  • Daniel Judd MD

    Physician

    Total calculated
    $1,009,388
    From this org
    $982,569
    From related orgs
    $0
    Other
    $26,819
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $940,130
    Bonus
    $2,297
    Other
    $40,142
    Deferred
    $3,300
    Nontaxable benefits
    $23,519
    Filer's total
    $1,009,388
  • Gregory Chow MD

    Physician

    Total calculated
    $1,250,222
    From this org
    $1,223,069
    From related orgs
    $0
    Other
    $27,153
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,132,863
    Bonus
    $2,483
    Other
    $87,723
    Deferred
    $13,200
    Nontaxable benefits
    $13,953
    Filer's total
    $1,250,222
  • Timothy Fei MD

    Physician

    Total calculated
    $1,233,908
    From this org
    $1,193,420
    From related orgs
    $0
    Other
    $40,488
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,148,188
    Bonus
    $3,365
    Other
    $41,867
    Deferred
    $13,200
    Nontaxable benefits
    $27,288
    Filer's total
    $1,233,908
  • Brandon Wong

    Former Officer

    Total calculated
    $233,668
    From this org
    $0
    From related orgs
    $204,835
    Other
    $28,833
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $55,230 related
    Bonus
    $0
    Other
    $0 + $149,605 related
    Deferred
    $0 + $5,721 related
    Nontaxable benefits
    $0 + $23,112 related
    Filer's total
    $0 + $233,668 related
  • Kenneth T Nakamura MD

    Former Officer

    Total calculated
    $240,513
    From this org
    $205,306
    From related orgs
    $0
    Other
    $35,207
    Hours/week
    28 + 2.5 related

    Schedule J breakdown matched by us

    Base
    $164,935
    Bonus
    $36,503
    Other
    $3,868
    Deferred
    $21,254
    Nontaxable benefits
    $13,953
    Filer's total
    $240,513

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY ITS TAX EXEMPT PARENT, HAWAI'I PACIFIC HEALTH ('HPH'), AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, FORM 990, PART VI, SECTION B, LINE 15A FOR THE PROCESS USED BY HPH TO DETERMINE COMPENSATION.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS, INCLUDED IN PART II, COLUMN (B)(III), DURING THE 2023 CALENDAR YEAR: BRANDON WONG - $133,092
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE RESTORATION PLAN WAS DESIGNED TO RESTORE BENEFITS THAT ARE LOST DUE TO LIMITS IMPOSED BY SECTIONS 401 AND 415 OF THE INTERNAL REVENUE CODE ON COMPENSATION CONSIDERED UNDER SUCH PLANS. AMOUNTS PAID OUT DURING THE YEAR BY THE ORGANIZATION: RAYMOND P. VARA JR. - $307,960 DAVID OKABE - $114,710 STEVEN ROBERTSON - $94,544 ARTHUR GLADSTONE - $83,383 CHARLES R. CHING - $77,492 LESLIE CHUN - $60,329 ANNUAL INCENTIVE PLAN THE ANNUAL INCENTIVE PLAN IS AFFORDED TO EXECUTIVES BASED ON ANNUAL SYSTEM GOALS THAT ARE NOT BASED ON A PERCENTAGE OF NET EARNINGS. RAYMOND P. VARA JR. - $505,774 LESLIE CHUN - $181,467 DAVID OKABE - $176,576 ARTHUR GLADSTONE - $160,613 STEVEN ROBERTSON - $143,887 CHARLES R. CHING - $139,662 SUNSHINE TOPPING - $84,627 JOHN MCNAMARA - $75,674 DAWN DUNBAR - $74,859 DOUGLAS KWOCK - $73,135 SHILPA PATEL - $72,211 TERENCE YOUNG - $72,078 WARREN CHAIKO - $67,798 MICHAEL ROBINSON - $49,914 JAMES LIN - $49,423 PETER LEWIS - $48,447 JENNIFER JONES - $46,638 WILLIAM BURKE - $45,000 DAVID STUMBAUGH - $43,837 LORRIE-ANN LUKE - $43,449 CARRIE ANN TSUTSUI - $42,745 TROY BRANSTETTER - $42,056 AMANDA WOO - $41,486 LOUISE FUKUMOTO - $40,805 DEAN TATEYAMA - $40,805 RETENTION INCENTIVE PLAN THE RETENTION INCENTIVE PLAN WAS DESIGNED TO ENCOURAGE CONTINUED INTEREST IN THE SUCCESS OF THE ORGANIZATION AND PROVIDE COMPETITIVE RETIREMENT BENEFITS. THE SOLE PLAN PARTICIPANT IS HAWAI'I PACIFIC HEALTH'S CHIEF EXECUTIVE OFFICER, RAYMOND P. VARA JR. THE PLAN DOES NOT REPLACE THE ANNUAL AND LONG-TERM INCENTIVE PLAN NOR THE SERP RESTORATION PLAN. AMOUNTS PAID OUT DURING THE YEAR BY THE ORGANIZATION: RAYMOND P. VARA JR. - $500,000

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202521359349308232

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