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← KAISER PERMANENTE BERNARD J TYSON SCHOOL OF MEDICINE INC

Form 990 for tax year 2024

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

Totals

Total revenue
$115,416,686
Total expenses
$106,334,559
Contributions and grants received
$112,092,451
Grants paid
$7,207,789
Program service revenue
$489,201
Investment income
$2,829,539
Other revenue
$5,495
Total assets, end of year
$115,095,275
Total liabilities, end of year
$51,196,417
Net assets or fund balances, end of year
$63,898,858
Program services expenses (Part IX)
$93,461,607
Management and general expenses
$12,872,952
Fundraising expenses
$0
Program service expenses (Part III)
$93,461,607

Program services were 87.9% 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

    $110,953,269

  • 1e · Government grants (contributions)

    $605,796

  • 1f · All other contributions, gifts and grants

    $533,386

  • 2a · Program service revenue: STUDENT APPLICATION FEES

    total $289,300 · related or exempt $289,300 · unrelated business $0

  • 2b · Program service revenue: OTHER PROGRAM SERVICES

    total $199,901 · related or exempt $199,901

  • 3 · Investment income

    total $3,010,885 · unrelated business $0 · excluded $3,010,885

  • 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 $31,527,694

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

    securities $31,709,040

  • 7c · Gain or loss

    securities -$181,346

  • 7d · Net gain or loss

    total -$181,346 · unrelated business $0 · excluded -$181,346

  • 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 $5,495 · related or exempt $0 · unrelated business $0 · excluded $5,495

  • 11e · Other revenue, total

    $5,495

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $114,093 · program services $114,093

  • 2 · Grants to domestic individuals

    total $7,093,696 · program services $7,093,696

  • 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 $290,700 · management and general $290,700

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0 · fundraising $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $224,896 · management and general $224,896

  • 11c · Fees: accounting

    total $183,138 · management and general $183,138

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $72,352 · management and general $72,352

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $649,401 · management and general $649,401

  • 13 · Office expenses

    total $440,262 · program services $352,210 · management and general $88,052

  • 14 · Information technology

    total $1,899,581 · program services $1,899,581

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $7,565,405 · program services $6,720,771 · management and general $844,634

  • 17 · Travel

    total $1,701,398 · program services $1,701,398

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,077,757 · management and general $1,077,757

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $235,326 · program services $235,326

  • 23 · Insurance

    total $1,279,195 · program services $1,086,195 · management and general $193,000

  • 24a · Other expenses: SHARED SERVICES

    total $53,945,115 · program services $45,507,056 · management and general $8,438,059

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

    total $19,746,438 · program services $19,704,438 · management and general $42,000

  • 24c · Other expenses: INTERREGIONAL COST CHARGES

    total $7,478,890 · program services $6,709,927 · management and general $768,963

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $771,306 · program services $771,306

  • 24e · All other expenses

    total $1,565,610 · program services $1,565,610

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 $3,704 · end of year $1,404

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $789,650 · end of year $1,468,871

  • 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 $1,270,034 · end of year $1,448,886

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

    $2,409,202

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

    $947,390

  • 10c · Land, buildings and equipment, net

    beginning of year $695,965 · end of year $1,461,812

  • 11 · Investments: publicly traded securities

    beginning of year $50,309,562 · end of year $59,367,690

  • 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 $55,640,932 · end of year $51,346,612

  • 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 $279,501 · end of year $214,451

  • 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 $53,300,846 · end of year $50,981,966

  • 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 $55,129,500 · end of year $63,898,858

Mission and programs · 2024

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 TO DELIVER HEALTH EQUITY. THE SCHOOL OF MEDICINE HAS WAIVED TUITION FOR THE ENTERING CLASSES OF 2020-2025 (I.E. FIRST 6 CLASSES). THE TUITION WAIVER APPLIES TO EACH CLASS FOR THEIR FOUR YEARS OF ENROLLMENT. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THE TOTAL AMOUNT OF TUITION WAIVED WAS APPROXIMATELY $11.3 MILLION AND $9.0 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 fifth cohort (47% underrepresented/under-included in medicine, 16% socioeconomic disadvantaged, 31% nontraditional, 16% first-generation). The school waives tuition and fees for all four years of enrollment for its first six cohorts and continues to provide substantial institutional grant aid to offset living expenses (e.g., room and board, transportation).

    Expenses $93,461,607 · Grants $7,207,789 · Revenue $489,201

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

Listed in Part VII

  • 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
    0.1 + 49.9 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

  • Mark Schuster

    Dean & CEO, School of Medicine

    Total calculated
    $2,593,698
    From this org
    $0
    From related orgs
    $1,775,599
    Other
    $818,099
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $515,404 related
    Bonus
    $0 + $151,985 related
    Other
    $0 + $1,108,210 related
    Deferred
    $0 + $803,868 related
    Nontaxable benefits
    $0 + $14,231 related
    Filer's total
    $0 + $2,593,698 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 + 49 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

  • Ronald Copeland

    SVP, Natl Diversity Strat,CDIO

    Total calculated
    $1,093,513
    From this org
    $0
    From related orgs
    $976,338
    Other
    $117,175
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $443,451 related
    Bonus
    $0 + $436,399 related
    Other
    $0 + $96,488 related
    Deferred
    $0 + $73,397 related
    Nontaxable benefits
    $0 + $43,778 related
    Filer's total
    $0 + $1,093,513 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

    Director

    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

  • Jose Manuel Barral Sanchez

    Chair, Biomedical Science- SOM

    Total calculated
    $847,649
    From this org
    $0
    From related orgs
    $706,491
    Other
    $141,158
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $464,833 related
    Bonus
    $0 + $107,789 related
    Other
    $0 + $133,869 related
    Deferred
    $0 + $118,700 related
    Nontaxable benefits
    $0 + $22,458 related
    Filer's total
    $0 + $847,649 related

  • Jonathan Finkelstein

    Sr Assoc Dn Res & Schol- SOM

    Total calculated
    $815,731
    From this org
    $0
    From related orgs
    $641,489
    Other
    $174,242
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $492,241 related
    Bonus
    $0 + $142,455 related
    Other
    $0 + $6,793 related
    Deferred
    $0 + $138,858 related
    Nontaxable benefits
    $0 + $35,384 related
    Filer's total
    $0 + $815,731 related

  • Lindia Willies-Jacobo

    Sr Assoc Dean Admin & EID-SOM

    Total calculated
    $804,247
    From this org
    $0
    From related orgs
    $650,212
    Other
    $154,035
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $461,512 related
    Bonus
    $0 + $65,247 related
    Other
    $0 + $123,453 related
    Deferred
    $0 + $125,845 related
    Nontaxable benefits
    $0 + $28,190 related
    Filer's total
    $0 + $804,247 related

  • Paul Chung

    Chair Health Sys Sci- SOM

    Total calculated
    $794,904
    From this org
    $0
    From related orgs
    $678,094
    Other
    $116,810
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $464,074 related
    Bonus
    $0 + $67,821 related
    Other
    $0 + $146,199 related
    Deferred
    $0 + $112,512 related
    Nontaxable benefits
    $0 + $4,298 related
    Filer's total
    $0 + $794,904 related

  • John Dalrymple

    Dean & CEO - KPSOM

    Total calculated
    $779,379
    From this org
    $0
    From related orgs
    $720,534
    Other
    $58,845
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $454,256 related
    Bonus
    $0 + $150,000 related
    Other
    $0 + $116,278 related
    Deferred
    $0 + $47,760 related
    Nontaxable benefits
    $0 + $11,085 related
    Filer's total
    $0 + $779,379 related

  • Carla Lupi

    Assoc Dean, Assess & Eval- SOM

    Total calculated
    $731,563
    From this org
    $0
    From related orgs
    $641,097
    Other
    $90,466
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $375,877 related
    Bonus
    $0 + $36,776 related
    Other
    $0 + $228,444 related
    Deferred
    $0 + $76,698 related
    Nontaxable benefits
    $0 + $13,768 related
    Filer's total
    $0 + $731,563 related

  • Christina Lockwood

    Assistant Secretary

    Total calculated
    $697,966
    From this org
    $0
    From related orgs
    $562,627
    Other
    $135,339
    Hours/week
    1 + 49 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

  • Mohamed Aboufares

    Sr Assoc Dean, Admin & Finance

    Total calculated
    $631,948
    From this org
    $0
    From related orgs
    $631,948
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $631,948 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $631,948 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
    0.1 + 49.9 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
    $0
    From related orgs
    $279,143
    Other
    $30,645
    Hours/week
    0.56 + 2.58 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,000 related
    Bonus
    $0
    Other
    $0 + $17,143 related
    Deferred
    $0 + $30,645 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $309,788 related

  • Maryann Bodayle

    Assistant Secretary

    Total calculated
    $256,990
    From this org
    $0
    From related orgs
    $205,630
    Other
    $51,360
    Hours/week
    0.1 + 49.9 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

  • Peter Lee PHD

    Director

    Total calculated
    $37,600
    From this org
    $37,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Holly Humphrey MD

    Director & Chair

    Total calculated
    $33,200
    From this org
    $33,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • David Nichols MD

    Director

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Carol Raphael

    Director

    Total calculated
    $29,800
    From this org
    $29,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Glenn Hackbarth JD

    Director

    Total calculated
    $29,800
    From this org
    $29,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Mary Hentges

    Director

    Total calculated
    $28,600
    From this org
    $28,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Maria S Salinas

    Director

    Total calculated
    $26,400
    From this org
    $26,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Gilbert Salinas

    Director

    Total calculated
    $26,000
    From this org
    $26,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Anthony Iton JD

    Director

    Total calculated
    $24,700
    From this org
    $24,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Marc A Nivet

    Director

    Total calculated
    $24,600
    From this org
    $24,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Maria Ansari MD

    Director

    Total calculated
    $0
    Hours/week
    2

  • Ramin Davidoff MD

    Director

    Total calculated
    $0
    Hours/week
    2

  • Wui-Leong Koh MD

    Director

    Total calculated
    $0
    Hours/week
    2

  • Anne Wojcicki

    Director

    Total calculated
    $0
    Hours/week
    0

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
Mark Schuster $597,551 Mark Zemelman 244,000 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 Vanessa Benavides $ 269,030 Mark Schuster 469,274 Thomas Meier 87,285 Ronald Copeland 57,816 Jose Manuel Barral Sanchez 129,691 Lindia Willies-Jacobo 119,298 Paul Chung 139,398 Carla Lupi 214,515 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 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 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
202543219349309659

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