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← KAISER PERMANENTE BERNARD J TYSON SCHOOL OF MEDICINE INC

Form 990 for tax year 2023

Filed by KAISER PERMANENTE BERNARD J TYSON SCHOOL OF MEDICINE INC.

Totals

Total revenue
$100,291,027
Total expenses
$99,114,788
Contributions and grants received
$98,240,275
Grants paid
$6,293,346
Program service revenue
$466,869
Investment income
$1,580,277
Other revenue
$3,606
Total assets, end of year
$108,709,847
Total liabilities, end of year
$53,580,347
Net assets or fund balances, end of year
$55,129,500
Program services expenses (Part IX)
$84,186,215
Management and general expenses
$14,928,573
Fundraising expenses
$0
Program service expenses (Part III)
$84,186,215

Program services were 84.9% 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.

  • 1d · Related organizations

    $96,883,318

  • 1e · Government grants (contributions)

    $1,221,660

  • 1f · All other contributions, gifts and grants

    $135,297

  • 2a · Program service revenue: STUDENT APPLICATION FEES

    total $258,800 · related or exempt $258,800 · unrelated business $0

  • 2b · Program service revenue: OTHER PROGRAM SERVICES

    total $208,069 · related or exempt $208,069

  • 3 · Investment income

    total $2,412,680 · unrelated business $0 · excluded $2,412,680

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

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $33,263,679

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

    securities $34,096,082

  • 7c · Gain or loss

    securities -$832,403

  • 7d · Net gain or loss

    total -$832,403 · unrelated business $0 · excluded -$832,403

  • 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: GIFT SHOP REVENUE

    total $3,606 · related or exempt $0 · unrelated business $0 · excluded $3,606

  • 11e · Other revenue, total

    $3,606

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $247,970 · program services $247,970

  • 2 · Grants to domestic individuals

    total $6,045,376 · program services $6,045,376

  • 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 $224,200 · management and general $224,200

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $33,900,521 · program services $28,373,864 · management and general $5,526,657 · fundraising $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $13,240,285 · program services $10,391,659 · management and general $2,848,626

  • 10 · Payroll taxes

    total $100,775 · program services $76,423 · management and general $24,352

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $983,068 · management and general $983,068

  • 11c · Fees: accounting

    total $143,210 · management and general $143,210

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $74,368 · management and general $74,368

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $1,816,469 · management and general $1,816,469

  • 13 · Office expenses

    total $302,899 · program services $242,497 · management and general $60,402

  • 14 · Information technology

    total $1,597,261 · program services $1,317,861 · management and general $279,400

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $7,531,387 · program services $6,123,410 · management and general $1,407,977

  • 17 · Travel

    total $1,123,808 · program services $1,123,808

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $631,035 · management and general $631,035

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $236,740 · program services $236,740

  • 23 · Insurance

    total $1,120,011 · program services $931,011 · management and general $189,000

  • 24a · Other expenses: PURCHASED NON-MEDICAL SERVICES

    total $19,208,286 · program services $19,012,899 · management and general $195,387

  • 24b · Other expenses: INTERREGIONAL COST CHARGES

    total $7,477,173 · program services $6,987,460 · management and general $489,713

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $732,845 · program services $732,845

  • 24d · Other expenses: EXPENDABLE EQUIPMENT

    total $242,644 · program services $242,644

  • 24e · All other expenses

    total $2,134,457 · program services $2,099,748 · management and general $34,709

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 $1,570 · end of year $3,704

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $3,046,469 · end of year $789,650

  • 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 $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,267,971 · end of year $1,270,034

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

    $1,408,029

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

    $712,064

  • 10c · Land, buildings and equipment, net

    beginning of year $710,771 · end of year $695,965

  • 11 · Investments: publicly traded securities

    beginning of year $40,633,990 · end of year $50,309,562

  • 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 $0 · end of year $0

  • 15 · Other assets

    beginning of year $66,845,884 · end of year $55,640,932

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $253,050 · end of year $279,501

  • 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 $59,114,189 · end of year $53,300,846

  • 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 $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $53,139,416 · end of year $55,129,500

Mission and programs · 2023

Mission

PROVIDE A WORLD-CLASS MEDICAL EDUCATION THAT IGNITES A PASSION FOR LEARNING, DESIRE TO SERVE & COMMITMENT TO IMPROVE THE HEALTH & WELL-BEING OF PATIENTS & COMMUNITIES.

  • OPERATION OF A MEDICAL SCHOOL IN SOUTHERN CALIFORNIA INCORPORATING ADVANCED HEALTH INFORMATION TECHNOLOGY, ACKNOWLEDGING THE IMPORTANCE OF COLLABORATION, AND PROMOTING DIVERSITY AND INCLUSION TO DELIVER HEALTH EQUITY. The School of Medicine has waived tuition for the entering classes of 2020-2024 (i.e. first 5 classes). The tuition waiver applies to each class for their four years of enrollment. For the years ended December 31, 2023 and 2022, the total amount of tuition waived was approximately $9.0 million and $6.1 million, respectively. The Kaiser Permanente Bernard J. Tyson School of Medicine demonstrated its continued commitment to its mission, vision, and values by admitting a diverse group of students to its fourth cohort (44% underrepresented in medicine, 40% disadvantaged, 32% nontraditional, 26% first-generation). The school waives tuition and fees for all four years of enrollment for its first five cohorts and continues to provide substantial institutional grant aid to offset living expenses (e.g., room and board, transportation).

    Expenses $84,186,215 · Grants $6,293,346 · Revenue $466,869

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Julie Miller-Phipps

    Director

    Total calculated
    $2,807,666
    From this org
    $0
    From related orgs
    $2,776,319
    Other
    $31,347
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $550,420 related
    Bonus
    $0 + $1,843,179 related
    Other
    $0 + $382,720 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $14,847 related
    Filer's total
    $0 + $2,807,666 related

  • Mark Zemelman

    SVP, General Counsel & Secy

    Total calculated
    $2,494,194
    From this org
    $0
    From related orgs
    $1,833,838
    Other
    $660,356
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $1,833,838 related
    Deferred
    $0 + $660,356 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,494,194 related

  • Vanessa Benavides

    SVP,Chief Legal Officer & Secy

    Total calculated
    $2,100,570
    From this org
    $0
    From related orgs
    $1,792,455
    Other
    $308,115
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $708,622 related
    Bonus
    $0 + $1,028,988 related
    Other
    $0 + $54,845 related
    Deferred
    $0 + $288,586 related
    Nontaxable benefits
    $0 + $19,529 related
    Filer's total
    $0 + $2,100,570 related

  • Thomas Meier

    SVP, Corporate Treasurer

    Total calculated
    $1,842,456
    From this org
    $0
    From related orgs
    $1,721,108
    Other
    $121,348
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $593,270 related
    Bonus
    $0 + $977,784 related
    Other
    $0 + $150,054 related
    Deferred
    $0 + $94,964 related
    Nontaxable benefits
    $0 + $26,384 related
    Filer's total
    $0 + $1,842,456 related

  • Mark Schuster

    Dean, President & CEO

    Total calculated
    $1,750,232
    From this org
    $0
    From related orgs
    $1,459,248
    Other
    $290,984
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $980,547 related
    Bonus
    $0 + $147,558 related
    Other
    $0 + $331,143 related
    Deferred
    $0 + $258,616 related
    Nontaxable benefits
    $0 + $32,368 related
    Filer's total
    $0 + $1,750,232 related

  • Andrew Bindman

    Director

    Total calculated
    $1,609,622
    From this org
    $0
    From related orgs
    $1,267,982
    Other
    $341,640
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $757,028 related
    Bonus
    $0 + $474,330 related
    Other
    $0 + $36,624 related
    Deferred
    $0 + $312,785 related
    Nontaxable benefits
    $0 + $28,855 related
    Filer's total
    $0 + $1,609,622 related

  • Ronald Copeland

    Director

    Total calculated
    $959,445
    From this org
    $0
    From related orgs
    $858,616
    Other
    $100,829
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $429,489 related
    Bonus
    $0 + $329,670 related
    Other
    $0 + $99,457 related
    Deferred
    $0 + $62,161 related
    Nontaxable benefits
    $0 + $38,668 related
    Filer's total
    $0 + $959,445 related

  • Jonathan Finkelstein

    Sr Assoc Dn Res & Schol- SOM

    Total calculated
    $770,231
    From this org
    $0
    From related orgs
    $621,903
    Other
    $148,328
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $475,230 related
    Bonus
    $0 + $140,405 related
    Other
    $0 + $6,268 related
    Deferred
    $0 + $117,640 related
    Nontaxable benefits
    $0 + $30,688 related
    Filer's total
    $0 + $770,231 related

  • Abbas Hyderi

    Sr Assoc Dean Med Educ- SOM

    Total calculated
    $764,524
    From this org
    $0
    From related orgs
    $630,160
    Other
    $134,364
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $455,046 related
    Bonus
    $0 + $45,098 related
    Other
    $0 + $130,016 related
    Deferred
    $0 + $109,315 related
    Nontaxable benefits
    $0 + $25,049 related
    Filer's total
    $0 + $764,524 related

  • Maureen Connelly

    Sr Assoc Dean Acad & Comm-SOM

    Total calculated
    $709,604
    From this org
    $0
    From related orgs
    $567,789
    Other
    $141,815
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $483,230 related
    Bonus
    $0 + $78,649 related
    Other
    $0 + $5,910 related
    Deferred
    $0 + $128,626 related
    Nontaxable benefits
    $0 + $13,189 related
    Filer's total
    $0 + $709,604 related

  • Hong-Sze Yu

    VP, Brd & Corp Gov & Asst Secy

    Total calculated
    $676,148
    From this org
    $0
    From related orgs
    $508,592
    Other
    $167,556
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,090 related
    Bonus
    $0 + $188,569 related
    Other
    $0 + $19,933 related
    Deferred
    $0 + $137,523 related
    Nontaxable benefits
    $0 + $30,033 related
    Filer's total
    $0 + $676,148 related

  • Jose Manuel Barral Sanchez

    Chair, Biomedical Science- SOM

    Total calculated
    $639,170
    From this org
    $0
    From related orgs
    $518,679
    Other
    $120,491
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $448,807 related
    Bonus
    $0 + $65,815 related
    Other
    $0 + $4,057 related
    Deferred
    $0 + $101,409 related
    Nontaxable benefits
    $0 + $19,082 related
    Filer's total
    $0 + $639,170 related

  • Paul Chung

    Chair Health Sys Sci- SOM

    Total calculated
    $619,255
    From this org
    $0
    From related orgs
    $520,701
    Other
    $98,554
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $448,040 related
    Bonus
    $0 + $65,981 related
    Other
    $0 + $6,680 related
    Deferred
    $0 + $94,456 related
    Nontaxable benefits
    $0 + $4,098 related
    Filer's total
    $0 + $619,255 related

  • Mohamed Aboufares

    Interim SVP, Admin & Finance

    Total calculated
    $367,206
    From this org
    $0
    From related orgs
    $367,206
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $367,206 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $367,206 related

  • Sean Hennessey-Hsieh

    SVP, Administration & Finance

    Total calculated
    $304,630
    From this org
    $0
    From related orgs
    $283,385
    Other
    $21,245
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $217,814 related
    Bonus
    $0 + $62,019 related
    Other
    $0 + $3,552 related
    Deferred
    $0 + $10,134 related
    Nontaxable benefits
    $0 + $11,111 related
    Filer's total
    $0 + $304,630 related

  • Ramon F Baez

    Director

    Total calculated
    $288,072
    From this org
    $0
    From related orgs
    $266,951
    Other
    $21,121
    Hours/week
    1.3 + 3.35 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,500 related
    Bonus
    $0
    Other
    $0 + $14,451 related
    Deferred
    $0 + $21,121 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $288,072 related

  • Maryann Bodayle

    Assistant Secretary

    Total calculated
    $251,943
    From this org
    $0
    From related orgs
    $196,754
    Other
    $55,189
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,482 related
    Bonus
    $0 + $13,962 related
    Other
    $0 + $2,310 related
    Deferred
    $0 + $44,374 related
    Nontaxable benefits
    $0 + $10,815 related
    Filer's total
    $0 + $251,943 related

  • Holly Humphrey MD

    Director & Chair

    Total calculated
    $34,000
    From this org
    $34,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Carol Raphael

    Director

    Total calculated
    $26,600
    From this org
    $26,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Mary Hentges

    Director

    Total calculated
    $26,600
    From this org
    $26,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Glenn Hackbarth JD

    Director

    Total calculated
    $23,800
    From this org
    $23,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • David Nichols MD

    Director

    Total calculated
    $23,600
    From this org
    $23,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Marc A Nivet

    Director

    Total calculated
    $22,000
    From this org
    $22,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Anthony Iton JD

    Director

    Total calculated
    $19,600
    From this org
    $19,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Gilbert Salinas

    Director

    Total calculated
    $19,000
    From this org
    $19,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Maria S Salinas

    Director

    Total calculated
    $18,400
    From this org
    $18,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Anne Wojcicki

    Director

    Total calculated
    $10,600
    From this org
    $10,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Wui-Leong Koh MD

    Director

    Total calculated
    $0
    Hours/week
    0

  • Richard Isaacs MD

    Director

    Total calculated
    $0
    Hours/week
    0

  • Ramin Davidoff MD

    Director

    Total calculated
    $0
    Hours/week
    2

  • Peter Lee PHD

    Director

    Total calculated
    $0
    Hours/week
    3

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
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Mark Zemelman $1,823,105 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 Julie Miller-Phipps $358,888 Thomas Meier 95,030 Mark Schuster 280,303 Ronald Copeland 60,676 Abbas Hyderi 113,850 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, SECTION A, 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.
FORM 990, PART VII, SECTION A, LINE 5
MOHAMED ABOUFARES RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION, ROSE INTERNATIONAL.

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

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 FD 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

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 Pte 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

Provenance

Return type
form_990
Tax year
2023
Filed
24 October 2024
IRS schema version
2023v5.1
Source object
202443209349305139

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