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Nonprofiteer
← KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC

Form 990 for tax year 2024

Filed by KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC.

Totals

Total revenue
$2,600,838,082
Total expenses
$2,683,175,593
Contributions and grants received
$3,114,245
Grants paid
$8,503,942
Program service revenue
$2,579,547,850
Investment income
$18,028,216
Other revenue
$147,771
Total assets, end of year
$976,273,320
Total liabilities, end of year
$2,519,704,115
Net assets or fund balances, end of year
-$1,543,430,795
Program services expenses (Part IX)
$2,512,935,005
Management and general expenses
$170,240,588
Fundraising expenses
$0
Program service expenses (Part III)
$2,512,935,005

Program services were 93.7% 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)

    $1,696,495

  • 1f · All other contributions, gifts and grants

    $1,417,750

  • 2a · Program service revenue: MEMBERS' DUES

    total $1,834,439,384 · related or exempt $1,834,439,384

  • 2b · Program service revenue: MEDICARE REVENUE

    total $538,650,317 · related or exempt $538,613,334 · unrelated business $36,983

  • 2c · Program service revenue: SUPPLEMENTAL REVENUE

    total $95,703,490 · related or exempt $95,703,490

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

    total $5,022,857 · related or exempt $4,497,860 · unrelated business $524,997

  • 2e · Program service revenue: OTHER PROGRAM SERVICES

    total $105,731,802 · related or exempt $105,731,802

  • 3 · Investment income

    total $23,104,695 · excluded $23,104,695

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

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $147,771

  • 6c · Rental income or loss

    real property $147,771 · personal property $0

  • 6d · Net rental income or loss

    total $147,771 · excluded $147,771

  • 7a · Gross sales of assets other than inventory

    securities $163,507,327 · other assets $101,163

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

    securities $168,646,903 · other assets $38,066

  • 7c · Gain or loss

    securities -$5,139,576 · other assets $63,097

  • 7d · Net gain or loss

    total -$5,076,479 · excluded -$5,076,479

  • 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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,503,942 · program services $8,503,942

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $70,790 · management and general $70,790

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $242,213,504 · program services $230,260,945 · management and general $11,952,559 · fundraising $0

  • 8 · Pension plan contributions

    total $25,221,119 · program services $25,221,119

  • 9 · Other employee benefits

    total $37,227,195 · program services $32,997,557 · management and general $4,229,638

  • 10 · Payroll taxes

    total $20,582,501 · program services $20,582,501

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $2,849,133 · management and general $2,849,133

  • 11c · Fees: accounting

    total $1,177,259 · management and general $1,177,259

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $387,061 · management and general $387,061

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $18,679,869 · program services $8,018,802 · management and general $10,661,067

  • 13 · Office expenses

    total $8,472,587 · program services $8,015,972 · management and general $456,615

  • 14 · Information technology

    total $107,677,684 · program services $71,239,679 · management and general $36,438,005

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $13,052,725 · program services $13,052,725

  • 17 · Travel

    total $880,950 · program services $744,470 · management and general $136,480

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $595,985 · management and general $595,985

  • 20 · Interest

    total $58,753,233 · program services $58,753,233

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $32,216,810 · program services $32,216,810

  • 23 · Insurance

    total $6,969,835 · program services $6,969,835

  • 24a · Other expenses: BASIC CONTRACTUAL PAYMENTS

    total $991,508,460 · program services $991,508,460

  • 24b · Other expenses: PURCHASED MEDICAL SERVICES

    total $444,032,812 · program services $444,032,812

  • 24c · Other expenses: MEDICAL & OTHER SUPPLIES

    total $401,996,495 · program services $365,558,490 · management and general $36,438,005

  • 24d · Other expenses: INTER-REGIONAL CHARGES

    total $173,720,881 · program services $168,463,556 · management and general $5,257,325

  • 24e · All other expenses

    total $86,384,763 · program services $26,794,097 · management and general $59,590,666

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 $2,150,102 · end of year $3,758,406

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $136,065,672 · end of year $144,478,655

  • 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 $23,163,834 · end of year $13,291,938

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,653,716 · end of year $38,125,497

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

    $645,829,382

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

    $383,403,527

  • 10c · Land, buildings and equipment, net

    beginning of year $257,871,628 · end of year $262,425,855

  • 11 · Investments: publicly traded securities

    beginning of year $428,105,796 · end of year $425,695,165

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $25,488,332 · end of year $22,321,971

  • 15 · Other assets

    beginning of year $64,253,009 · end of year $66,175,833

  • 17 · Accounts payable and accrued expenses

    beginning of year $191,141,634 · end of year $219,325,357

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $17,706,896 · end of year $19,811,520

  • 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 $2,222,570,385 · end of year $2,280,567,238

  • 29 · Capital stock, trust principal or current funds

    beginning of year $58,135,623 · end of year $58,135,623

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

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year -$1,530,802,449 · end of year -$1,601,566,418

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 GEORGIA, INC. (KFHP-GA) 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-GA 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-GA 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 $2,444,429,281 · Grants $2,497,712 · Revenue $2,574,341,169

  • CHARITY CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE) KAISER FOUNDATION HEALTH PLAN OF GEORGIA (KFHP-GA) PROVIDES CHARITY CARE TO LOW INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. KFHP-GA 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 54,000 PEOPLE THROUGH FINANCIAL ASSISTANCE. THE CHC PROGRAM OFFERS REGULAR KAISER FOUNDATION HEALTH PLAN MEMBERSHIP AT MINIMAL COST TO LOW INCOME FAMILIES WHO ARE NOT ELIGIBLE FOR OTHER PUBLIC OR PRIVATELY SPONSORED COVERAGE. OVER 1,400 PEOPLE WERE RECEIVING COMPREHENSIVE HEALTH CARE THROUGH THIS PROGRAM AT THE END OF 2024.

    Expenses $46,058,631

  • MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS KAISER FOUNDATION HEALTH PLAN OF GEORGIA (KFHP-GA) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP-GA MEMBERS, BUT ALSO, WITHIN THE COMMUNITIES WE SERVE. KFHP-GA PARTICIPATES IN THE FEDERAL MEDICAID PROGRAM AS A PROVIDER OF PEDIATRIC PRIMARY AND SPECIALTY CARE THROUGH CONTRACTS WITH AMERIGROUP, PEACH STATE HEALTH PLAN, AND WELLCARE HEALTH PLANS. AT THE END OF 2024, A TOTAL OF 22,000 PEOPLE WERE RECEIVING BENEFITS THROUGH KFHP-GA'S MANAGED CARE CONTRACTS.

    Expenses $12,815,201 · Revenue $5,206,681

  • SCH. O, COMMUNITY BENEFIT REPORT

    Expenses $9,631,892 · Grants $6,006,230

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
    3.5 + 46.5 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
    4 + 46 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
    1.5 + 48.5 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

  • Pamela Shipley

    SVP, Health Plan Innovation

    Total calculated
    $2,128,599
    From this org
    $0
    From related orgs
    $1,662,298
    Other
    $466,301
    Hours/week
    12 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $777,753 related
    Bonus
    $0 + $611,553 related
    Other
    $0 + $272,992 related
    Deferred
    $0 + $416,558 related
    Nontaxable benefits
    $0 + $49,743 related
    Filer's total
    $0 + $2,128,599 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

  • Thomas Curtin

    SVP, Commercial LOB

    Total calculated
    $1,638,349
    From this org
    $0
    From related orgs
    $1,486,469
    Other
    $151,880
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $690,154 related
    Bonus
    $0 + $670,121 related
    Other
    $0 + $126,194 related
    Deferred
    $0 + $99,927 related
    Nontaxable benefits
    $0 + $51,953 related
    Filer's total
    $0 + $1,638,349 related

  • James Simpson

    SVP, Enterprise Projects

    Total calculated
    $1,625,180
    From this org
    $0
    From related orgs
    $1,463,034
    Other
    $162,146
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $601,159 related
    Bonus
    $0 + $636,645 related
    Other
    $0 + $225,230 related
    Deferred
    $0 + $111,330 related
    Nontaxable benefits
    $0 + $50,816 related
    Filer's total
    $0 + $1,625,180 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

  • Heidi Veltman

    VP, COO - GA

    Total calculated
    $1,124,749
    From this org
    $0
    From related orgs
    $872,633
    Other
    $252,116
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $448,306 related
    Bonus
    $0 + $289,545 related
    Other
    $0 + $134,782 related
    Deferred
    $0 + $199,873 related
    Nontaxable benefits
    $0 + $52,243 related
    Filer's total
    $0 + $1,124,749 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

  • Jalena Bingham

    Assistant Secretary

    Total calculated
    $1,094,758
    From this org
    $0
    From related orgs
    $911,755
    Other
    $183,003
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,055 related
    Bonus
    $0 + $327,394 related
    Other
    $0 + $118,306 related
    Deferred
    $0 + $157,374 related
    Nontaxable benefits
    $0 + $25,629 related
    Filer's total
    $0 + $1,094,758 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

  • Julie Miller-Phipps

    Regional President - SCAL & HI

    Total calculated
    $948,874
    From this org
    $0
    From related orgs
    $948,874
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $938,416 related
    Other
    $0 + $10,458 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $948,874 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

  • Eldridge Banks

    VP, Human Resources - Georgia

    Total calculated
    $843,077
    From this org
    $0
    From related orgs
    $702,815
    Other
    $140,262
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $342,370 related
    Bonus
    $0 + $201,126 related
    Other
    $0 + $159,319 related
    Deferred
    $0 + $75,667 related
    Nontaxable benefits
    $0 + $64,595 related
    Filer's total
    $0 + $843,077 related

  • Kristin Bear

    Assistant Secretary

    Total calculated
    $762,657
    From this org
    $0
    From related orgs
    $574,157
    Other
    $188,500
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $367,306 related
    Bonus
    $0 + $164,176 related
    Other
    $0 + $42,675 related
    Deferred
    $0 + $162,023 related
    Nontaxable benefits
    $0 + $26,477 related
    Filer's total
    $0 + $762,657 related

  • Christopher Berry

    VP, Virtual Medical Center

    Total calculated
    $741,263
    From this org
    $0
    From related orgs
    $547,327
    Other
    $193,936
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $117,314 related
    Bonus
    $0 + $141,178 related
    Other
    $0 + $288,835 related
    Deferred
    $0 + $173,025 related
    Nontaxable benefits
    $0 + $20,911 related
    Filer's total
    $0 + $741,263 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

  • Kimberee Phelps

    VP, Quality - GA

    Total calculated
    $650,118
    From this org
    $0
    From related orgs
    $483,826
    Other
    $166,292
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $288,534 related
    Bonus
    $0 + $175,778 related
    Other
    $0 + $19,514 related
    Deferred
    $0 + $133,271 related
    Nontaxable benefits
    $0 + $33,021 related
    Filer's total
    $0 + $650,118 related

  • Noel Baber

    VP, CFO - Georgia

    Total calculated
    $637,893
    From this org
    $0
    From related orgs
    $503,599
    Other
    $134,294
    Hours/week
    49.9 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $323,758 related
    Bonus
    $0 + $149,532 related
    Other
    $0 + $30,309 related
    Deferred
    $0 + $83,169 related
    Nontaxable benefits
    $0 + $51,125 related
    Filer's total
    $0 + $637,893 related

  • Kirkland McGhee

    Assistant Secretary

    Total calculated
    $619,842
    From this org
    $0
    From related orgs
    $486,705
    Other
    $133,137
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $338,478 related
    Bonus
    $0 + $134,543 related
    Other
    $0 + $13,684 related
    Deferred
    $0 + $91,793 related
    Nontaxable benefits
    $0 + $41,344 related
    Filer's total
    $0 + $619,842 related

  • Anjum Khan

    VP, Ambulatory Care - GA

    Total calculated
    $575,431
    From this org
    $0
    From related orgs
    $466,102
    Other
    $109,329
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $327,543 related
    Bonus
    $0 + $121,850 related
    Other
    $0 + $16,709 related
    Deferred
    $0 + $62,220 related
    Nontaxable benefits
    $0 + $47,109 related
    Filer's total
    $0 + $575,431 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

  • Sandra Harris

    VP, Sales and Account Mgmt

    Total calculated
    $521,561
    From this org
    $0
    From related orgs
    $395,367
    Other
    $126,194
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $307,758 related
    Bonus
    $0 + $69,195 related
    Other
    $0 + $18,414 related
    Deferred
    $0 + $89,245 related
    Nontaxable benefits
    $0 + $36,949 related
    Filer's total
    $0 + $521,561 related

  • Qiana Hines-Taylor

    VP, Continuum of Care

    Total calculated
    $431,797
    From this org
    $0
    From related orgs
    $387,218
    Other
    $44,579
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $216,205 related
    Bonus
    $0 + $82,704 related
    Other
    $0 + $88,309 related
    Deferred
    $0 + $16,814 related
    Nontaxable benefits
    $0 + $27,765 related
    Filer's total
    $0 + $431,797 related

  • Shelley Sweazey

    VP, Strategic Implementation

    Total calculated
    $382,832
    From this org
    $0
    From related orgs
    $351,919
    Other
    $30,913
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $228,083 related
    Bonus
    $0 + $111,435 related
    Other
    $0 + $12,401 related
    Deferred
    $0 + $13,441 related
    Nontaxable benefits
    $0 + $17,472 related
    Filer's total
    $0 + $382,832 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
    3.5 + 46.5 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

  • Cherita White

    Assistant Secretary

    Total calculated
    $216,021
    From this org
    $0
    From related orgs
    $149,467
    Other
    $66,554
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $136,652 related
    Bonus
    $0 + $8,176 related
    Other
    $0 + $4,639 related
    Deferred
    $0 + $31,681 related
    Nontaxable benefits
    $0 + $34,873 related
    Filer's total
    $0 + $216,021 related

  • Cheryl G Franklin MD

    Director

    Total calculated
    $44,027
    From this org
    $44,027
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • John W Jackson

    Director

    Total calculated
    $26,763
    From this org
    $26,763
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.5

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 Christopher Berry 176,165 Donald Orndoff 313,141 Qiana Hines-Taylor 76,125 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 Thomas Curtin 77,230 James Simpson 173,957 Heidi Veltman 106,029 Jalena Bingham 76,315 Ryan Jenson 62,699 Christopher Berry 103,109 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 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.
SCHEDULE J, PART II, COLUMN C
ACTUARIAL VALUES FOR THE DEFINED BENEFIT PLAN REFLECT A REFINEMENT TO THE VALUATION APPROACH TO INCORPORATE LIABILITIES FOR SUPPLEMENTAL BENEFITS PROVIDED BY PRIOR PLANS THAT HAD PREVIOUSLY BEEN MERGED INTO THE CURRENT PLAN. ACTUAL DISTRIBUTIONS FROM THE DEFINED BENEFIT PLAN UPON RETIREMENT REMAIN UNCHANGED AS THE SUPPLEMENTAL BENEFITS HAVE PREVIOUSLY BEEN REFLECTED FOR OTHER FINANCIAL REPORTING AND BENEFIT ADMINISTRATION PURPOSES.
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.

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

    Directly controlled by NA

  • KFHP of Washington Options Inc

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

    Directly controlled by NA

  • Group Health of Washington

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

    Directly controlled by NA

  • 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
202503219349309660

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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