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← KAISER FOUNDATION HEALTH PLAN OF WASHINGTON

Form 990 for tax year 2024

Filed by KAISER FOUNDATION HEALTH PLAN OF WASHINGTON.

Totals

Total revenue
$4,366,355,550
Total expenses
$4,574,148,986
Contributions and grants received
$43,308,264
Grants paid
$12,611,058
Program service revenue
$4,264,915,608
Investment income
$57,598,216
Other revenue
$533,462
Total assets, end of year
$3,160,639,857
Total liabilities, end of year
$2,664,105,072
Net assets or fund balances, end of year
$496,534,785
Program services expenses (Part IX)
$4,328,896,932
Management and general expenses
$245,252,054
Fundraising expenses
$0
Program service expenses (Part III)
$4,328,896,932

Program services were 94.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $36,625,698

  • 1f · All other contributions, gifts and grants

    $6,682,566

  • 2a · Program service revenue: MEMBERS HEALTH DUES

    total $2,097,844,073 · related or exempt $2,097,844,073

  • 2b · Program service revenue: MEDICARE

    total $1,210,922,554 · related or exempt $1,210,922,554

  • 2c · Program service revenue: COPAYS, DEDUCTIBLES, FEES

    total $391,341,023 · related or exempt $391,341,023

  • 2d · Program service revenue: NON-PLAN & INDUSTRIAL

    total $53,973,702 · related or exempt $43,351,430 · unrelated business $10,622,272

  • 2e · Program service revenue: OTHER PROGRAM SERVICE

    total $510,834,256 · related or exempt $510,834,256

  • 3 · Investment income

    total $70,279,565 · excluded $70,279,565

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $135,717

  • 6c · Rental income or loss

    real property $135,717 · personal property $0

  • 6d · Net rental income or loss

    total $135,717 · excluded $135,717

  • 7a · Gross sales of assets other than inventory

    securities $2,202,061,714 · other assets $49,621,034

  • 7b · Less cost or other basis and sales expenses

    securities $2,224,213,490 · other assets $40,150,607

  • 7c · Gain or loss

    securities -$22,151,776 · other assets $9,470,427

  • 7d · Net gain or loss

    total -$12,681,349 · excluded -$12,681,349

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $397,745 · excluded $397,745

  • 11e · Other revenue, total

    $397,745

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $12,568,069 · program services $12,568,069

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $42,989 · program services $42,989

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $146,775 · management and general $146,775

  • 6 · Compensation of disqualified persons

    total $127,980 · management and general $127,980

  • 7 · Other salaries and wages

    total $709,654,300 · program services $651,042,844 · management and general $58,611,456 · fundraising $0

  • 8 · Pension plan contributions

    total $55,013,672 · program services $55,013,672

  • 9 · Other employee benefits

    total $76,365,443 · program services $54,514,327 · management and general $21,851,116

  • 10 · Payroll taxes

    total $54,072,198 · program services $54,072,198

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $180,805 · management and general $180,805

  • 11c · Fees: accounting

    total $815,689 · management and general $815,689

  • 11d · Fees: lobbying

    total $145,200 · management and general $145,200

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $1,123,922 · management and general $1,123,922

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $6,659,987 · program services $4,065,514 · management and general $2,594,473

  • 13 · Office expenses

    total $24,102,624 · program services $23,148,023 · management and general $954,601

  • 14 · Information technology

    total $190,239,748 · program services $151,987,608 · management and general $38,252,140

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $29,654,307 · program services $29,654,307

  • 17 · Travel

    total $3,628,334 · program services $3,439,906 · management and general $188,428

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $687,749 · management and general $687,749

  • 20 · Interest

    total $50,894,096 · program services $50,894,096

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $68,508,799 · program services $68,508,799

  • 23 · Insurance

    total $16,325,312 · program services $16,325,312

  • 24a · Other expenses: PURCHASED MEDICAL SVC

    total $1,590,249,378 · program services $1,590,249,378

  • 24b · Other expenses: SUPPLIES - PHARMACY, OFFICE

    total $831,303,488 · program services $793,440,019 · management and general $37,863,469

  • 24c · Other expenses: BASIC CONTRACTUAL PAYMENTS

    total $555,162,314 · program services $555,162,314

  • 24d · Other expenses: NON-MEDICAL PURCHASED SVC

    total $125,949,992 · program services $123,796,128 · management and general $2,153,864

  • 24e · All other expenses

    total $170,525,816 · program services $90,971,429 · management and general $79,554,387

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $295,265,076 · end of year $14,857,637

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $159,324,024 · end of year $217,984,521

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $32,748,226 · end of year $36,465,787

  • 9 · Prepaid expenses and deferred charges

    beginning of year $28,328,232 · end of year $95,828,945

  • 10a · Land, buildings and equipment: cost or other basis

    $1,606,491,887

  • 10b · Land, buildings and equipment: accumulated depreciation

    $509,168,363

  • 10c · Land, buildings and equipment, net

    beginning of year $1,079,613,333 · end of year $1,097,323,524

  • 11 · Investments: publicly traded securities

    beginning of year $1,492,488,656 · end of year $1,198,430,373

  • 12 · Investments: other securities

    beginning of year $10,910,023 · end of year $10,205,994

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $352,588,331 · end of year $340,546,194

  • 15 · Other assets

    beginning of year $110,658,275 · end of year $148,996,882

  • 17 · Accounts payable and accrued expenses

    beginning of year $557,598,413 · end of year $520,343,447

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $23,754,928 · end of year $30,523,536

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $2,284,060,223 · end of year $2,113,238,089

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $1,863,450,546 · end of year $1,863,426,417

  • 31 · Retained earnings, endowment or other funds

    beginning of year -$1,166,939,934 · end of year -$1,366,891,632

Mission and programs · 2024

Mission

TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.

  • MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, INC. (KFHP-WA) PROVIDES MEDICAL AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE, FOR ITS MEMBERS WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP-WA EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE FOR OUR MEMBERS AND OUR COMMUNITY. KFHP-WA DIRECTLY INVESTS IN IMPROVEMENTS IN COMMUNITY HEALTH BY WORKING TO INCREASE ACCESS TO HEALTH CARE, IMPROVING THE CONDITIONS FOR HEALTH AND EQUITY AND PROVIDING HEALTH EDUCATION.

    Expenses $4,151,384,459 · Grants $9,104,766 · Revenue $4,198,125,471

  • MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS KAISER FOUNDATION HEALTH PLAN OF WASHINGTON (KFHP-WA) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP-WA MEMBERS, BUT ALSO, WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2024, OVER 12,000 PEOPLE WERE RECEIVING BENEFITS THROUGH KFHP-WA'S MEDICAID MANAGED CARE CONTRACTS.

    Expenses $59,271,288 · Revenue $18,749,493

  • CHARITY CARE (MEDICAL FINANCIAL ASSISTANCE) KAISER FOUNDATION HEALTH PLAN OF WASHINGTON (KFHP-WA) PROVIDES CHARITY CARE TO LOW INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) PROGRAM. KFHP-WA OFFERS FINANCIAL ASSISTANCE THROUGH THE MFA PROGRAM TO HELP FAMILIES AND INDIVIDUALS WITH A DEMONSTRATED FINANCIAL NEED PAY FOR ALL OR PART OF THE COST OF EMERGENCY OR MEDICALLY NECESSARY CARE PROVIDED IN KAISER PERMANENTE FACILITIES AND/OR BY KAISER PERMANENTE PROVIDERS. IN 2024, THIS PROGRAM ASSISTED OVER 37,000 PEOPLE THROUGH FINANCIAL ASSISTANCE.

    Expenses $40,941,016

  • SEE EXEMPT PURPOSE ACHIEVEMENTS IN SCH O

    Expenses $77,300,169 · Grants $3,506,292 · Revenue $48,040,644

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gregory Adams

    Chairman & CEO

    Total calculated
    $12,976,050
    From this org
    $0
    From related orgs
    $12,789,811
    Other
    $186,239
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,195,616 related
    Bonus
    $0 + $9,348,865 related
    Other
    $0 + $1,245,330 related
    Deferred
    $0 + $152,508 related
    Nontaxable benefits
    $0 + $33,731 related
    Filer's total
    $0 + $12,976,050 related

  • Kimberly Horn

    EVP, Group President, MOC

    Total calculated
    $6,474,308
    From this org
    $0
    From related orgs
    $5,678,798
    Other
    $795,510
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $26,092 related
    Bonus
    $0 + $2,984,810 related
    Other
    $0 + $2,667,896 related
    Deferred
    $0 + $793,971 related
    Nontaxable benefits
    $0 + $1,539 related
    Filer's total
    $0 + $6,474,308 related

  • Janet Liang

    EVP, Group President & COO

    Total calculated
    $5,011,705
    From this org
    $0
    From related orgs
    $4,322,020
    Other
    $689,685
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,312,190 related
    Bonus
    $0 + $2,487,529 related
    Other
    $0 + $522,301 related
    Deferred
    $0 + $643,461 related
    Nontaxable benefits
    $0 + $46,224 related
    Filer's total
    $0 + $5,011,705 related

  • Kathryn Lancaster

    EVP & CFO

    Total calculated
    $5,004,087
    From this org
    $0
    From related orgs
    $4,850,102
    Other
    $153,985
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,322,140 related
    Bonus
    $0 + $2,987,353 related
    Other
    $0 + $540,609 related
    Deferred
    $0 + $132,955 related
    Nontaxable benefits
    $0 + $21,030 related
    Filer's total
    $0 + $5,004,087 related

  • Brandon Cuevas

    EVP, Health Plan

    Total calculated
    $4,354,878
    From this org
    $0
    From related orgs
    $3,512,002
    Other
    $842,876
    Hours/week
    3.8 + 46.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,314,589 related
    Bonus
    $0 + $345,958 related
    Other
    $0 + $1,851,455 related
    Deferred
    $0 + $807,302 related
    Nontaxable benefits
    $0 + $35,574 related
    Filer's total
    $0 + $4,354,878 related

  • Vanessa Benavides

    EVP,Chief Legal Officer & Secy

    Total calculated
    $2,623,191
    From this org
    $0
    From related orgs
    $2,137,057
    Other
    $486,134
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $741,798 related
    Bonus
    $0 + $1,068,967 related
    Other
    $0 + $326,292 related
    Deferred
    $0 + $463,381 related
    Nontaxable benefits
    $0 + $22,753 related
    Filer's total
    $0 + $2,623,191 related

  • Andrew Bindman

    EVP, Chief Medical Officer

    Total calculated
    $2,594,208
    From this org
    $0
    From related orgs
    $1,545,417
    Other
    $1,048,791
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $780,529 related
    Bonus
    $0 + $728,079 related
    Other
    $0 + $36,809 related
    Deferred
    $0 + $1,019,704 related
    Nontaxable benefits
    $0 + $29,087 related
    Filer's total
    $0 + $2,594,208 related

  • Angela Dowling

    Region President - WA

    Total calculated
    $2,481,109
    From this org
    $0
    From related orgs
    $1,544,352
    Other
    $936,757
    Hours/week
    48.8 + 1.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $861,551 related
    Bonus
    $0 + $306,092 related
    Other
    $0 + $376,709 related
    Deferred
    $0 + $891,661 related
    Nontaxable benefits
    $0 + $45,096 related
    Filer's total
    $0 + $2,481,109 related

  • David Thomason

    SVP,Corporate Controller & CAO

    Total calculated
    $1,811,075
    From this org
    $0
    From related orgs
    $1,720,465
    Other
    $90,610
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $477,195 related
    Bonus
    $0 + $232,034 related
    Other
    $0 + $1,011,236 related
    Deferred
    $0 + $75,665 related
    Nontaxable benefits
    $0 + $14,945 related
    Filer's total
    $0 + $1,811,075 related

  • Thomas Meier

    SVP, Corporate Treasurer

    Total calculated
    $1,640,974
    From this org
    $0
    From related orgs
    $1,502,528
    Other
    $138,446
    Hours/week
    1.5 + 48.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $607,868 related
    Bonus
    $0 + $766,177 related
    Other
    $0 + $128,483 related
    Deferred
    $0 + $112,281 related
    Nontaxable benefits
    $0 + $26,165 related
    Filer's total
    $0 + $1,640,974 related

  • Alfonse Upshaw

    SVP, CFO - NCAL

    Total calculated
    $1,461,303
    From this org
    $0
    From related orgs
    $1,240,525
    Other
    $220,778
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $550,885 related
    Bonus
    $0 + $644,452 related
    Other
    $0 + $45,188 related
    Deferred
    $0 + $183,201 related
    Nontaxable benefits
    $0 + $37,577 related
    Filer's total
    $0 + $1,461,303 related

  • Rebecca Williams

    Interim CFO

    Total calculated
    $1,133,478
    From this org
    $0
    From related orgs
    $824,068
    Other
    $309,410
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $441,731 related
    Bonus
    $0 + $347,155 related
    Other
    $0 + $35,182 related
    Deferred
    $0 + $276,882 related
    Nontaxable benefits
    $0 + $32,528 related
    Filer's total
    $0 + $1,133,478 related

  • Arthur Southam

    EVP, Health Plan Ops & CGO

    Total calculated
    $1,120,683
    From this org
    $0
    From related orgs
    $1,120,683
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $1,110,796 related
    Other
    $0 + $9,887 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,120,683 related

  • Mark Zemelman

    SVP, General Counsel & Secy

    Total calculated
    $1,057,476
    From this org
    $0
    From related orgs
    $257,774
    Other
    $799,702
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $257,774 related
    Deferred
    $0 + $799,702 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,057,476 related

  • Pamela Warren

    VP, HPSA - WA

    Total calculated
    $931,994
    From this org
    $0
    From related orgs
    $742,041
    Other
    $189,953
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $188,194 related
    Bonus
    $0 + $146,732 related
    Other
    $0 + $407,115 related
    Deferred
    $0 + $177,890 related
    Nontaxable benefits
    $0 + $12,063 related
    Filer's total
    $0 + $931,994 related

  • Christine Lindsey

    VP, FP&A

    Total calculated
    $915,136
    From this org
    $0
    From related orgs
    $946,357
    Other
    -$31,221
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $35,694 related
    Bonus
    $0 + $125,935 related
    Other
    $0 + $784,728 related
    Deferred
    $0 + -$35,010 related
    Nontaxable benefits
    $0 + $3,789 related
    Filer's total
    $0 + $915,136 related

  • Ryan Jenson

    Interim Corp Controller & CAO

    Total calculated
    $897,048
    From this org
    $0
    From related orgs
    $763,515
    Other
    $133,533
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,261 related
    Bonus
    $0 + $317,919 related
    Other
    $0 + $79,335 related
    Deferred
    $0 + $99,350 related
    Nontaxable benefits
    $0 + $34,183 related
    Filer's total
    $0 + $897,048 related

  • Jocelynne McAdory

    VP, Human Resources -WA Market

    Total calculated
    $760,025
    From this org
    $0
    From related orgs
    $610,565
    Other
    $149,460
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $317,576 related
    Bonus
    $0 + $200,903 related
    Other
    $0 + $92,086 related
    Deferred
    $0 + $128,901 related
    Nontaxable benefits
    $0 + $20,559 related
    Filer's total
    $0 + $760,025 related

  • Rita Mangione-Smith

    VP,Resch/Healthcare Innovation

    Total calculated
    $729,933
    From this org
    $0
    From related orgs
    $602,803
    Other
    $127,130
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $404,865 related
    Bonus
    $0 + $176,117 related
    Other
    $0 + $21,821 related
    Deferred
    $0 + $102,941 related
    Nontaxable benefits
    $0 + $24,189 related
    Filer's total
    $0 + $729,933 related

  • Todd Hesse

    VP, Sales & Acct Mgmt

    Total calculated
    $718,014
    From this org
    $0
    From related orgs
    $550,129
    Other
    $167,885
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,444 related
    Bonus
    $0 + $155,894 related
    Other
    $0 + $60,791 related
    Deferred
    $0 + $142,490 related
    Nontaxable benefits
    $0 + $25,395 related
    Filer's total
    $0 + $718,014 related

  • Christina Lockwood

    Assistant Secretary

    Total calculated
    $697,966
    From this org
    $0
    From related orgs
    $562,627
    Other
    $135,339
    Hours/week
    1.5 + 48.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,992 related
    Bonus
    $0 + $174,554 related
    Other
    $0 + $41,081 related
    Deferred
    $0 + $107,957 related
    Nontaxable benefits
    $0 + $27,382 related
    Filer's total
    $0 + $697,966 related

  • Shawna Sweeney

    Assistant Secretary

    Total calculated
    $694,491
    From this org
    $0
    From related orgs
    $577,096
    Other
    $117,395
    Hours/week
    49.8 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $332,383 related
    Bonus
    $0 + $224,102 related
    Other
    $0 + $20,611 related
    Deferred
    $0 + $83,286 related
    Nontaxable benefits
    $0 + $34,109 related
    Filer's total
    $0 + $694,491 related

  • John Bry

    VP, CFO - Washington

    Total calculated
    $666,293
    From this org
    $0
    From related orgs
    $576,716
    Other
    $89,577
    Hours/week
    49.9 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $384,142 related
    Bonus
    $0 + $21,758 related
    Other
    $0 + $170,816 related
    Deferred
    $0 + $55,359 related
    Nontaxable benefits
    $0 + $34,218 related
    Filer's total
    $0 + $666,293 related

  • Ian Gordon

    COO, Health Plan

    Total calculated
    $644,553
    From this org
    $0
    From related orgs
    $549,259
    Other
    $95,294
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $430,636 related
    Bonus
    $0 + $66,435 related
    Other
    $0 + $52,188 related
    Deferred
    $0 + $75,792 related
    Nontaxable benefits
    $0 + $19,502 related
    Filer's total
    $0 + $644,553 related

  • Ann Allen

    VP, COO

    Total calculated
    $615,575
    From this org
    $0
    From related orgs
    $615,575
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $185,689 related
    Other
    $0 + $429,886 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $615,575 related

  • Alacia Broussard

    VP, Contracting Strategy

    Total calculated
    $565,682
    From this org
    $0
    From related orgs
    $464,843
    Other
    $100,839
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $346,673 related
    Bonus
    $0 + $100,303 related
    Other
    $0 + $17,867 related
    Deferred
    $0 + $63,369 related
    Nontaxable benefits
    $0 + $37,470 related
    Filer's total
    $0 + $565,682 related

  • Donald Orndoff

    SVP, NFS

    Total calculated
    $549,210
    From this org
    $0
    From related orgs
    $549,210
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $235,980 related
    Other
    $0 + $313,230 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $549,210 related

  • Julie Lindberg

    VP, Care and Utilization Mgmt

    Total calculated
    $549,182
    From this org
    $0
    From related orgs
    $462,592
    Other
    $86,590
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $330,962 related
    Bonus
    $0 + $65,264 related
    Other
    $0 + $66,366 related
    Deferred
    $0 + $63,327 related
    Nontaxable benefits
    $0 + $23,263 related
    Filer's total
    $0 + $549,182 related

  • Justin Evander

    VP, Hospital & Ancillary Svcs

    Total calculated
    $545,772
    From this org
    $0
    From related orgs
    $435,277
    Other
    $110,495
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $356,957 related
    Bonus
    $0 + $61,276 related
    Other
    $0 + $17,044 related
    Deferred
    $0 + $82,002 related
    Nontaxable benefits
    $0 + $28,493 related
    Filer's total
    $0 + $545,772 related

  • April Coiteux

    VP, MSBD

    Total calculated
    $479,325
    From this org
    $0
    From related orgs
    $392,832
    Other
    $86,493
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $291,300 related
    Bonus
    $0 + $53,344 related
    Other
    $0 + $48,188 related
    Deferred
    $0 + $56,829 related
    Nontaxable benefits
    $0 + $29,664 related
    Filer's total
    $0 + $479,325 related

  • Jennifer Keosky

    VP, Consumer Experience

    Total calculated
    $374,371
    From this org
    $0
    From related orgs
    $294,524
    Other
    $79,847
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $219,823 related
    Bonus
    $0 + $35,271 related
    Other
    $0 + $39,430 related
    Deferred
    $0 + $59,293 related
    Nontaxable benefits
    $0 + $20,554 related
    Filer's total
    $0 + $374,371 related

  • Judith A Johansen JD

    Director

    Total calculated
    $355,485
    From this org
    $18,000
    From related orgs
    $297,000
    Other
    $40,485
    Hours/week
    1 + 8.6 related

    Schedule J breakdown matched by us

    Base
    $18,000 + $297,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,485 related
    Nontaxable benefits
    $0
    Filer's total
    $18,000 + $337,485 related

  • Hong-Sze Yu

    VP, Brd & Corp Gov & Asst Secy

    Total calculated
    $315,232
    From this org
    $0
    From related orgs
    $307,089
    Other
    $8,143
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $46,282 related
    Bonus
    $0 + $198,720 related
    Other
    $0 + $62,087 related
    Deferred
    $0 + $2,338 related
    Nontaxable benefits
    $0 + $5,805 related
    Filer's total
    $0 + $315,232 related

  • Ramon F Baez

    Director

    Total calculated
    $309,788
    From this org
    $17,000
    From related orgs
    $262,143
    Other
    $30,645
    Hours/week
    0.83 + 2.31 related

    Schedule J breakdown matched by us

    Base
    $17,000 + $245,000 related
    Bonus
    $0
    Other
    $0 + $17,143 related
    Deferred
    $0 + $30,645 related
    Nontaxable benefits
    $0
    Filer's total
    $17,000 + $292,788 related

  • Maryann Bodayle

    Assistant Secretary

    Total calculated
    $256,990
    From this org
    $0
    From related orgs
    $205,630
    Other
    $51,360
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,512 related
    Bonus
    $0 + $17,770 related
    Other
    $0 + $2,348 related
    Deferred
    $0 + $38,740 related
    Nontaxable benefits
    $0 + $12,620 related
    Filer's total
    $0 + $256,990 related

  • Laurie Guariglia

    VP, Business Info Officer - WA

    Total calculated
    $158,978
    From this org
    $0
    From related orgs
    $158,978
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $46,873 related
    Other
    $0 + $112,105 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $158,978 related

  • Margaret E Porfido JD

    Director

    Total calculated
    $60,444
    From this org
    $18,000
    From related orgs
    $42,444
    Other
    $0
    Hours/week
    1 + 0.5 related

  • Kim J Kaiser

    Director

    Total calculated
    $35,445
    From this org
    $35,445
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Michael D Wilson

    Director

    Total calculated
    $26,165
    From this org
    $26,165
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.25

  • Constance W Rice

    Director

    Total calculated
    $26,165
    From this org
    $26,165
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Susan Viscon

    Director

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.5

  • Karen Schartman

    VP, CFO & Strategy - WA

    Total calculated
    -$19,730
    From this org
    $0
    From related orgs
    $105,189
    Other
    -$124,919
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $100,704 related
    Other
    $0 + $4,485 related
    Deferred
    $0 + -$124,919 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + -$19,730 related

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, and on a Form 990-PF Part VIII's — 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3
THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED BELOW TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF A RELATED ORGANIZATION.
SCHEDULE J, PART I, LINE 4A
Kimberly Horn $1,757,734 Mark Zemelman $ 244,000 Pamela Warren $ 215,274 Christine Lindsey $ 463,683 Ann Allen $ 413,149 Donald Orndoff $ 313,141 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 $1,053,099 Kimberly Horn $ 402,922 Janet Liang $ 468,410 Kathryn Lancaster $ 476,638 Vanessa Benavides $ 269,030 Thomas Meier $ 87,285 Pamela Warren $ 179,566 Christine Lindsey $ 212,878 Ryan Jenson $ 62,699 Hong-Sze Yu $ 56,362 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, 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 B(iii)
A PORTION OF THE SEVERANCE PAYMENTS INCLUDED AS REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B(iii) WAS NOT PREVIOUSLY DISCLOSED IN SCHEDULE J, PART II, COLUMN C IN THE YEAR OF SEPARATION. ALL RELATED SEVERANCE AMOUNTS PREVIOUSLY PAID WERE PROPERLY REPORTED IN PRIOR YEAR'S SCHEDULE J AND FORM 990, PART VII.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • NXT Cap Sr Loan Fund I LLC

    N/A · Investment · DE · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Maui Nui ASC Holdco LLC

    N/A · Holding Co · HI · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Keystone Accountable Care Organization

    N/A · Accountable care · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • NSC Greensboro West

    N/A · Health Care · AL · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Geisinger HM Joint Venture LLC

    N/A · Health Care · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Evangelical-Geisinger Health LLC

    N/A · Health Care · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Geisinger Encompass Health LLC

    N/A · Health Care · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Keystone Healthcare Partnership LLC

    N/A · Health Care · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • HTA Holdings LLC

    N/A · Holding Company · NC · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Cone Health Ventures LLC

    N/A · Innovation · NC · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Oak Tree Assurance Ltd

    C Corp · Insurance · VT · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Kaiser Permanente Insurance Company

    C Corp · Insurance · CA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Kaiser Permanente International

    C Corp · Consulting · CA · 0% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

  • KFHP of Washington Options Inc

    C Corp · Insurance · WA · 100% owned · share of income $892,240,233 · share of assets $288,454,947 · controlled entity

    Directly controlled by KFHP of WA

  • Group Health of Washington

    C Corp · Inactive · WA · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by KFHP of WA

  • Garfield Health Solutions East Pvt Ltd

    C Corp · Admin · IN · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Garfield Health Solutions West SRL

    C Corp · Admin · CS · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Geisinger Assurance Company Ltd

    C Corp · Financial · CJ · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Geisinger Indemnity Insurance Company

    C Corp · Insurance · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Geisinger Quality Options Inc

    C Corp · Insurance · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • ISS Solutions Inc

    C Corp · Clin Engineering · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Care N' Care Insurance Co North Carolina

    C Corp · Insurance · NC · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Wesley Long Community Health Svcs Inc

    C Corp · Health Care · NC · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Insurance Casualty and Risk Enterprise

    C Corp · Insurance · CJ · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Piedmont Practice Associates Inc

    C Corp · Health Care · NC · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
22 October 2025
IRS schema version
2024v5.2
Source object
202513219349309951

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