Skip to content
Nonprofiteer
← KAISER FOUNDATION HEALTH PLAN OF COLORADO

Form 990 for tax year 2024

Filed by KAISER FOUNDATION HEALTH PLAN OF COLORADO.

Totals

Total revenue
$4,484,971,120
Total expenses
$4,450,632,634
Contributions and grants received
$6,236,241
Grants paid
$8,108,352
Program service revenue
$4,429,918,487
Investment income
$47,759,544
Other revenue
$1,056,848
Total assets, end of year
$2,583,141,175
Total liabilities, end of year
$1,056,713,857
Net assets or fund balances, end of year
$1,526,427,318
Program services expenses (Part IX)
$4,171,591,111
Management and general expenses
$279,041,523
Fundraising expenses
$0
Program service expenses (Part III)
$4,171,591,111

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)

    $4,444,954

  • 1f · All other contributions, gifts and grants

    $1,791,287

  • 2a · Program service revenue: MEMBERS' DUES

    total $2,610,022,913 · related or exempt $2,610,022,913 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: MEDICARE REVENUE

    total $1,428,995,018 · related or exempt $1,428,911,211 · unrelated business $83,807 · excluded $0

  • 2c · Program service revenue: SUPPLEMENTAL REVENUE

    total $261,336,345 · related or exempt $261,336,345 · unrelated business $0 · excluded $0

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

    total $13,978,207 · related or exempt $13,379,532 · unrelated business $598,675 · excluded $0

  • 2e · Program service revenue: OTHER PROGRAM SERVICE

    total $115,586,004 · related or exempt $97,139,079 · unrelated business $18,446,925 · excluded $0

  • 3 · Investment income

    total $58,286,505 · excluded $58,286,505

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

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $1,056,848

  • 6c · Rental income or loss

    real property $1,056,848 · personal property $0

  • 6d · Net rental income or loss

    total $1,056,848 · excluded $1,056,848

  • 7a · Gross sales of assets other than inventory

    securities $726,072,067 · other assets $2,014,583

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

    securities $736,910,707 · other assets $1,702,904

  • 7c · Gain or loss

    securities -$10,838,640 · other assets $311,679

  • 7d · Net gain or loss

    total -$10,526,961 · excluded -$10,526,961

  • 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 $8,074,075 · program services $8,074,075

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $34,277 · program services $34,277

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $493,170,423 · program services $469,102,776 · management and general $24,067,647 · fundraising $0

  • 8 · Pension plan contributions

    total $72,532,920 · program services $72,532,920 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $114,232,355 · program services $103,499,319 · management and general $10,733,036 · fundraising $0

  • 10 · Payroll taxes

    total $42,679,446 · program services $42,679,446 · management and general $0 · fundraising $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $270,031 · program services $0 · management and general $270,031 · fundraising $0

  • 11c · Fees: accounting

    total $1,033,488 · program services $0 · management and general $1,033,488 · fundraising $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $946,852 · program services $0 · management and general $946,852 · fundraising $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $9,564,151 · program services $454,973 · management and general $9,109,178 · fundraising $0

  • 13 · Office expenses

    total $9,975,465 · program services $9,825,005 · management and general $150,460 · fundraising $0

  • 14 · Information technology

    total $166,534,867 · program services $109,229,954 · management and general $57,304,913 · fundraising $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $27,601,439 · program services $27,601,439 · management and general $0 · fundraising $0

  • 17 · Travel

    total $1,777,117 · program services $1,660,178 · management and general $116,939 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $351,224 · program services $0 · management and general $351,224 · fundraising $0

  • 20 · Interest

    total $6,936,214 · program services $6,936,214 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $43,945,375 · program services $43,945,375 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $4,880,944 · program services $4,880,944 · management and general $0 · fundraising $0

  • 24a · Other expenses: BASIC CONTRACTUAL PAYMENTS

    total $1,266,919,484 · program services $1,266,919,484 · management and general $0 · fundraising $0

  • 24b · Other expenses: PURCHASED MEDICAL SERVICES

    total $1,125,575,631 · program services $1,125,575,631 · management and general $0 · fundraising $0

  • 24c · Other expenses: MEDICAL & OTHER SUPPLIES

    total $700,092,829 · program services $644,144,680 · management and general $55,948,149 · fundraising $0

  • 24d · Other expenses: INTER/INTRA REG. ALLOCATIONS

    total $263,508,800 · program services $261,353,032 · management and general $2,155,768 · fundraising $0

  • 24e · All other expenses

    total $89,995,227 · program services -$26,858,611 · management and general $116,853,838

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 $7,277,173 · end of year $8,231,776

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $182,386,700 · end of year $207,258,412

  • 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 $40,727,607 · end of year $31,276,359

  • 9 · Prepaid expenses and deferred charges

    beginning of year $455,307,846 · end of year $510,432,049

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

    $1,156,824,013

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

    $699,868,838

  • 10c · Land, buildings and equipment, net

    beginning of year $396,136,207 · end of year $456,955,175

  • 11 · Investments: publicly traded securities

    beginning of year $1,268,113,340 · end of year $1,295,610,916

  • 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 $570,823 · end of year $425,690

  • 15 · Other assets

    beginning of year $85,192,076 · end of year $72,950,798

  • 17 · Accounts payable and accrued expenses

    beginning of year $340,522,856 · end of year $360,417,047

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $42,804,793 · end of year $51,572,519

  • 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 $591,488,682 · end of year $644,724,291

  • 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 -$200,761,048 · end of year -$200,771,048

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,661,656,489 · end of year $1,727,198,366

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.

  • KAISER FOUNDATION HEALTH PLAN OF COLORADO (KFHP-CO) PROVIDES MEDICAL AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP-CO 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-CO 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 $3,965,135,286 · Grants $2,519,307 · Revenue $4,333,298,115

  • KAISER FOUNDATION HEALTH PLAN OF COLORADO (KFHP-CO) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP-CO MEMBERS, BUT ALSO, WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2024, OVER 8,000 PEOPLE RECEIVED THE BENEFITS OF FULL MEMBERSHIP THROUGH KFHP-CO'S CHILDREN HEALTH INSURANCE PROGRAM. IN ADDITION, KFHP-CO PROVIDED HEALTH CARE ON A FEE-FOR-SERVICE BASIS TO OVER 61,000 MEDICAID BENEFICIARIES.

    Expenses $152,096,508 · Revenue $82,596,885

  • KAISER FOUNDATION HEALTH PLAN OF COLORADO (KFHP-CO) PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) PROGRAM. KFHP-CO 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 33,000 PEOPLE THROUGH FINANCIAL ASSISTANCE.

    Expenses $23,519,251

  • SEE EXEMPT PURPOSE ACHIEVEMENTS IN SCH O

    Expenses $30,840,066 · Grants $5,589,045 · Revenue $14,023,487

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

  • Michael Ramseier

    Region President - CO

    Total calculated
    $2,817,773
    From this org
    $0
    From related orgs
    $1,985,579
    Other
    $832,194
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $937,597 related
    Bonus
    $0 + $996,971 related
    Other
    $0 + $51,011 related
    Deferred
    $0 + $792,308 related
    Nontaxable benefits
    $0 + $39,886 related
    Filer's total
    $0 + $2,817,773 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

  • David Thomason

    SVP,Corporate Controller & CAO

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

    Schedule J breakdown matched by us

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

  • Thomas Meier

    SVP, Corporate Treasurer

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

    Schedule J breakdown matched by us

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

  • Alfonse Upshaw

    SVP, CFO - NCAL

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

    Schedule J breakdown matched by us

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

  • 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

  • Jennifer Goldberg

    Assistant Secretary

    Total calculated
    $1,006,905
    From this org
    $0
    From related orgs
    $846,439
    Other
    $160,466
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,662 related
    Bonus
    $0 + $323,550 related
    Other
    $0 + $170,227 related
    Deferred
    $0 + $115,911 related
    Nontaxable benefits
    $0 + $44,555 related
    Filer's total
    $0 + $1,006,905 related

  • Kelli Kane

    VP, Ambulatory Operations

    Total calculated
    $982,226
    From this org
    $0
    From related orgs
    $765,289
    Other
    $216,937
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $403,870 related
    Bonus
    $0 + $317,695 related
    Other
    $0 + $43,724 related
    Deferred
    $0 + $172,624 related
    Nontaxable benefits
    $0 + $44,313 related
    Filer's total
    $0 + $982,226 related

  • Cory Foreman

    SVP, Natl Sales & Account Mgmt

    Total calculated
    $968,421
    From this org
    $0
    From related orgs
    $831,039
    Other
    $137,382
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $405,951 related
    Bonus
    $0 + $269,034 related
    Other
    $0 + $156,054 related
    Deferred
    $0 + $109,715 related
    Nontaxable benefits
    $0 + $27,667 related
    Filer's total
    $0 + $968,421 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

  • 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

  • Marie Alanna McKiernan

    Assistant Secretary

    Total calculated
    $749,195
    From this org
    $0
    From related orgs
    $579,046
    Other
    $170,149
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $314,119 related
    Bonus
    $0 + $224,102 related
    Other
    $0 + $40,825 related
    Deferred
    $0 + $129,212 related
    Nontaxable benefits
    $0 + $40,937 related
    Filer's total
    $0 + $749,195 related

  • Sarah Allen

    VP, MSBD

    Total calculated
    $730,615
    From this org
    $0
    From related orgs
    $630,218
    Other
    $100,397
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $356,506 related
    Bonus
    $0 + $232,662 related
    Other
    $0 + $41,050 related
    Deferred
    $0 + $74,273 related
    Nontaxable benefits
    $0 + $26,124 related
    Filer's total
    $0 + $730,615 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

  • Jessica Bidlingmaier

    VP, Human Resources

    Total calculated
    $678,555
    From this org
    $0
    From related orgs
    $552,929
    Other
    $125,626
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $327,730 related
    Bonus
    $0 + $208,093 related
    Other
    $0 + $17,106 related
    Deferred
    $0 + $88,037 related
    Nontaxable benefits
    $0 + $37,589 related
    Filer's total
    $0 + $678,555 related

  • Cortney Eisses

    VP, Care and Utilization Mgmt

    Total calculated
    $653,998
    From this org
    $0
    From related orgs
    $540,556
    Other
    $113,442
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $315,703 related
    Bonus
    $0 + $208,093 related
    Other
    $0 + $16,760 related
    Deferred
    $0 + $75,013 related
    Nontaxable benefits
    $0 + $38,429 related
    Filer's total
    $0 + $653,998 related

  • Elizabeth Reimann

    ED, Service Line Care Delivery

    Total calculated
    $598,748
    From this org
    $0
    From related orgs
    $413,831
    Other
    $184,917
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $284,950 related
    Bonus
    $0 + $104,337 related
    Other
    $0 + $24,544 related
    Deferred
    $0 + $152,023 related
    Nontaxable benefits
    $0 + $32,894 related
    Filer's total
    $0 + $598,748 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

  • John Heintz

    VP, Market Devel, Strategy

    Total calculated
    $549,198
    From this org
    $0
    From related orgs
    $448,225
    Other
    $100,973
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $348,043 related
    Bonus
    $0 + $83,260 related
    Other
    $0 + $16,922 related
    Deferred
    $0 + $63,945 related
    Nontaxable benefits
    $0 + $37,028 related
    Filer's total
    $0 + $549,198 related

  • Brooke Eckles

    VP, Consumer Experience

    Total calculated
    $523,973
    From this org
    $0
    From related orgs
    $418,093
    Other
    $105,880
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $273,853 related
    Bonus
    $0 + $127,598 related
    Other
    $0 + $16,642 related
    Deferred
    $0 + $102,281 related
    Nontaxable benefits
    $0 + $3,599 related
    Filer's total
    $0 + $523,973 related

  • Amy Whited

    VP, Mktg Comm & Cmty Relations

    Total calculated
    $509,016
    From this org
    $0
    From related orgs
    $400,467
    Other
    $108,549
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $277,805 related
    Bonus
    $0 + $106,211 related
    Other
    $0 + $16,451 related
    Deferred
    $0 + $79,938 related
    Nontaxable benefits
    $0 + $28,611 related
    Filer's total
    $0 + $509,016 related

  • Jason Asher

    VP, CFO - CO

    Total calculated
    $480,416
    From this org
    $0
    From related orgs
    $421,017
    Other
    $59,399
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $325,094 related
    Bonus
    $0 + $63,084 related
    Other
    $0 + $32,839 related
    Deferred
    $0 + $44,814 related
    Nontaxable benefits
    $0 + $14,585 related
    Filer's total
    $0 + $480,416 related

  • Judith A Johansen JD

    Director

    Total calculated
    $355,485
    From this org
    $0
    From related orgs
    $315,000
    Other
    $40,485
    Hours/week
    0.5 + 9.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,485 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $355,485 related

  • Jeffrey E Epstein

    Director

    Total calculated
    $343,632
    From this org
    $0
    From related orgs
    $304,160
    Other
    $39,472
    Hours/week
    0.5 + 7.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,500 related
    Bonus
    $0
    Other
    $0 + $11,660 related
    Deferred
    $0 + $39,472 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $343,632 related

  • A Eugene Washington MD

    Director

    Total calculated
    $330,986
    From this org
    $0
    From related orgs
    $299,500
    Other
    $31,486
    Hours/week
    0.25 + 6.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $31,486 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $330,986 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

  • Ramon F Baez

    Director

    Total calculated
    $309,788
    From this org
    $0
    From related orgs
    $279,143
    Other
    $30,645
    Hours/week
    0.06 + 3.08 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

  • David F Hoffmeister

    Director

    Total calculated
    $308,558
    From this org
    $0
    From related orgs
    $279,643
    Other
    $28,915
    Hours/week
    0.3 + 9.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,500 related
    Bonus
    $0
    Other
    $0 + $17,143 related
    Deferred
    $0 + $28,915 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $308,558 related

  • Leslie S Heisz

    Director

    Total calculated
    $303,257
    From this org
    $0
    From related orgs
    $266,174
    Other
    $37,083
    Hours/week
    0.3 + 5.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,500 related
    Bonus
    $0
    Other
    $0 + $23,674 related
    Deferred
    $0 + $37,083 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $303,257 related

  • Regina M Benjamin MD MBA

    Director

    Total calculated
    $302,115
    From this org
    $0
    From related orgs
    $228,810
    Other
    $73,305
    Hours/week
    0.5 + 7.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,500 related
    Bonus
    $0
    Other
    $0 + $11,310 related
    Deferred
    $0 + $73,305 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $302,115 related

  • Jenny J Ming

    Director

    Total calculated
    $283,701
    From this org
    $0
    From related orgs
    $249,324
    Other
    $34,377
    Hours/week
    0.3 + 4.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,000 related
    Bonus
    $0
    Other
    $0 + $24,324 related
    Deferred
    $0 + $34,377 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $283,701 related

  • Richard P Shannon MD

    Director

    Total calculated
    $283,650
    From this org
    $0
    From related orgs
    $226,367
    Other
    $57,283
    Hours/week
    0.5 + 5.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,500 related
    Bonus
    $0
    Other
    $0 + $867 related
    Deferred
    $0 + $57,283 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $283,650 related

  • David J Barger

    Director

    Total calculated
    $275,992
    From this org
    $0
    From related orgs
    $238,367
    Other
    $37,625
    Hours/week
    0.5 + 10.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,500 related
    Bonus
    $0
    Other
    $0 + $867 related
    Deferred
    $0 + $37,625 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $275,992 related

  • Vivek Sharma

    Director

    Total calculated
    $261,643
    From this org
    $0
    From related orgs
    $261,643
    Other
    $0
    Hours/week
    0.1 + 0.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,500 related
    Bonus
    $0
    Other
    $0 + $24,143 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $261,643 related

  • Maryann Bodayle

    Assistant Secretary

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

    Schedule J breakdown matched by us

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

  • Matthew T Ryan

    Director

    Total calculated
    $249,715
    From this org
    $0
    From related orgs
    $249,715
    Other
    $0
    Hours/week
    0.25 + 7.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,500 related
    Bonus
    $0
    Other
    $0 + $17,215 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $249,715 related

  • Edward Y W Pei

    Director

    Total calculated
    $62,658
    From this org
    $0
    From related orgs
    $62,658
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $62,658 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $62,658 related

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

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

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

The filer's explanations (Part III)

Schedule J, Part I, Line 3
THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED BELOW TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF A RELATED ORGANIZATION.
SCHEDULE J, PART I, LINE 4A
Kimberly Horn $1,757,734 Mark Zemelman 244,000 Donald Orndoff 313,141 LISTED PERSONS PARTICIPATED IN SEPARATION ARRANGEMENTS. DEPENDING ON POSITION LEVEL, TENURE, AND SEPARATION REASON, BENEFITS PAYABLE UNDER THESE ARRANGEMENTS PROVIDE FOR PAY AND HEALTH BENEFITS CONTINUATION PLUS PAYMENT OF ACCRUED OBLIGATIONS. IN ADDITION, FOR SOME OF THE LISTED PERSONS, BENEFITS PAYABLE INCLUDE PRORATED INCENTIVE AWARDS FOR PERFORMANCE PERIODS NOT YET ENDED. NONE OF THE LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO CHANGE-OF-CONTROL PAYMENTS.
SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Gregory Adams $ 1,053,099 Kimberly Horn 402,922 Janet Liang 468,410 Kathryn Lancaster 476,638 Vanessa Benavides 269,030 Thomas Meier 87,285 Jalena Bingham 76,315 Jennifer Goldberg 129,093 Cory Foreman 114,860 Ryan Jenson 62,699 Hong-Sze Yu 56,362 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE.
Schedule J, Part I, line 7
NON-FIXED PAYMENTS THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO SOME OF THE PERSONS LISTED. PAYMENTS WERE MADE UNDER DISCRETIONARY BONUS PROGRAMS AND INCENTIVE PLANS, BASED ON ATTAINMENT OF ORGANIZATIONAL PERFORMANCE GOALS AND INDIVIDUAL PERFORMANCE, DESIGNED TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE HIGH-QUALITY, AFFORDABLE CARE AND IMPROVE THE HEALTH OF ITS MEMBERS AND THE COMMUNITIES IT SERVES. THE PLANS' ORGANIZATIONAL PERFORMANCE GOALS INCLUDED: QUALITY OF CARE AND SERVICE, MEMBERSHIP GROWTH, OPERATING INCOME, PER MEMBER EXPENSE TREND, AND COMMUNITY BENEFIT. PLAN DESIGNS, PERFORMANCE, AND PAYOUT LEVELS, AS WELL AS INDIVIDUAL PAYMENTS TO CERTAIN PERSONS, WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED OF INDEPENDENT DIRECTORS.
SCHEDULE J, PART II, COLUMN F
AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN F INCLUDE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION, AS WELL AS DISTRIBUTIONS FROM A 457(B) PLAN THAT WERE PREVIOUSLY REPORTED AS REPORTABLE COMPENSATION IN ACCORDANCE WITH FORM 990 INSTRUCTIONS.
SCHEDULE J, PART II, COLUMN 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 B(iii)
A PORTION OF THE SEVERANCE PAYMENTS INCLUDED AS REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B(iii) WAS NOT PREVIOUSLY DISCLOSED IN SCHEDULE J, PART II, COLUMN C IN THE YEAR OF SEPARATION. ALL RELATED SEVERANCE AMOUNTS PREVIOUSLY PAID WERE PROPERLY REPORTED IN PRIOR YEAR'S SCHEDULE J AND FORM 990, PART VII.

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

Grants on this return

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

Related organizations on this return

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

Taxable family on this return

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

Related partnerships

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

  • NXT Cap Sr Loan Fund I LLC

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

    Directly controlled by NA

  • Maui Nui ASC Holdco LLC

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

    Directly controlled by NA

  • Keystone Accountable Care Organization

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

    Directly controlled by NA

  • NSC Greensboro West

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

    Directly controlled by NA

  • Geisinger HM Joint Venture LLC

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

    Directly controlled by NA

  • Evangelical-Geisinger Health LLC

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

    Directly controlled by NA

  • Geisinger Encompass Health LLC

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

    Directly controlled by NA

  • Keystone Healthcare Partnership LLC

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

    Directly controlled by NA

  • HTA Holdings LLC

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

    Directly controlled by NA

  • Cone Health Ventures LLC

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

    Directly controlled by NA

Related corporations and trusts

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

  • Oak Tree Assurance Ltd

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

    Directly controlled by NA

  • Kaiser Permanente Insurance Company

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

    Directly controlled by NA

  • Kaiser Permanente International

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

    Directly controlled by NA

  • KFHP of Washington Options Inc

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

    Directly controlled by NA

  • Group Health of Washington

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

    Directly controlled by NA

  • Garfield Health Solutions East Pvt Ltd

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

    Directly controlled by NA

  • Garfield Health Solutions West SRL

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

    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
202533219349309658

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

The source document this was parsed from is served over the API, which is where bulk and document access live.