- Revenue 2024
- $1,023,272,761
- Expenses 2024
- $1,034,256,877
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- E02
- Classification
- 1000
- Street
- C/O KP TAX ONE KAISER PLZ FL 26
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Kimberly Horn
Director
- Total calculated
- $6,474,308
- From this org
- $0
- From related orgs
- $5,678,798
- Other
- $795,510
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $26,092 related
- Bonus
- $0 + $2,984,810 related
- Other
- $0 + $2,667,896 related
- Deferred
- $0 + $793,971 related
- Nontaxable benefits
- $0 + $1,539 related
- Filer's total
- $0 + $6,474,308 related
-
Kathryn Lancaster
EVP & CFO
- Total calculated
- $5,004,087
- From this org
- $0
- From related orgs
- $4,850,102
- Other
- $153,985
- Hours/week
- 0.1 + 49.9 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
-
Yazdi Bagli
EVP, Enterprise Business Svcs
- Total calculated
- $3,822,029
- From this org
- $0
- From related orgs
- $2,666,097
- Other
- $1,155,932
- Hours/week
- 0.1 + 49.9 related
Schedule J breakdown matched by us
- Base
- $0 + $920,859 related
- Bonus
- $0 + $1,694,284 related
- Other
- $0 + $50,954 related
- Deferred
- $0 + $1,112,359 related
- Nontaxable benefits
- $0 + $43,573 related
- Filer's total
- $0 + $3,822,029 related
-
Chuck Bevilacqua
SVP, Health Plan Product, Svc
- Total calculated
- $3,007,814
- From this org
- $0
- From related orgs
- $2,888,508
- Other
- $119,306
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $993,716 related
- Bonus
- $0 + $1,653,309 related
- Other
- $0 + $241,483 related
- Deferred
- $0 + $85,006 related
- Nontaxable benefits
- $0 + $34,300 related
- Filer's total
- $0 + $3,007,814 related
-
Vanessa Benavides
EVP,Chief Legal Officer & Secy
- Total calculated
- $2,623,191
- From this org
- $0
- From related orgs
- $2,137,057
- Other
- $486,134
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $741,798 related
- Bonus
- $0 + $1,068,967 related
- Other
- $0 + $326,292 related
- Deferred
- $0 + $463,381 related
- Nontaxable benefits
- $0 + $22,753 related
- Filer's total
- $0 + $2,623,191 related
-
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
- 0.1 + 49.9 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
- 0.1 + 49.9 related
Schedule J breakdown matched by us
- Base
- $0 + $607,868 related
- Bonus
- $0 + $766,177 related
- Other
- $0 + $128,483 related
- Deferred
- $0 + $112,281 related
- Nontaxable benefits
- $0 + $26,165 related
- Filer's total
- $0 + $1,640,974 related
-
Thomas Curtin
SVP, Commercial LOB
- Total calculated
- $1,638,349
- From this org
- $0
- From related orgs
- $1,486,469
- Other
- $151,880
- Hours/week
- 0.1 + 49.9 related
Schedule J breakdown matched by us
- Base
- $0 + $690,154 related
- Bonus
- $0 + $670,121 related
- Other
- $0 + $126,194 related
- Deferred
- $0 + $99,927 related
- Nontaxable benefits
- $0 + $51,953 related
- Filer's total
- $0 + $1,638,349 related
-
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
-
Kenneth Kurzendoerfer
VP, Natl Claims & Data Mgmt
- Total calculated
- $1,316,389
- From this org
- $0
- From related orgs
- $1,208,093
- Other
- $108,296
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $397,406 related
- Bonus
- $0 + $386,081 related
- Other
- $0 + $424,606 related
- Deferred
- $0 + $91,385 related
- Nontaxable benefits
- $0 + $16,911 related
- Filer's total
- $0 + $1,316,389 related
-
Charles Larsen
VP, Benefits/Membership Admin
- Total calculated
- $1,204,001
- From this org
- $0
- From related orgs
- $1,024,766
- Other
- $179,235
- Hours/week
- 12.5 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $448,390 related
- Bonus
- $0 + $430,481 related
- Other
- $0 + $145,895 related
- Deferred
- $0 + $142,685 related
- Nontaxable benefits
- $0 + $36,550 related
- Filer's total
- $0 + $1,204,001 related
-
Arthur Southam
Director
- Total calculated
- $1,120,683
- From this org
- $0
- From related orgs
- $1,120,683
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $1,110,796 related
- Other
- $0 + $9,887 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $1,120,683 related
-
Mark Zemelman
SVP, General Counsel & Secy
- Total calculated
- $1,057,476
- From this org
- $0
- From related orgs
- $257,774
- Other
- $799,702
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $257,774 related
- Deferred
- $0 + $799,702 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $1,057,476 related
-
Jody Coy
SVP, Health Plan Member Svcs
- Total calculated
- $916,693
- From this org
- $0
- From related orgs
- $794,054
- Other
- $122,639
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $413,895 related
- Bonus
- $0 + $304,276 related
- Other
- $0 + $75,883 related
- Deferred
- $0 + $93,180 related
- Nontaxable benefits
- $0 + $29,459 related
- Filer's total
- $0 + $916,693 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
- 0.1 + 49.9 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
-
Christina Lockwood
Assistant Secretary
- Total calculated
- $697,966
- From this org
- $0
- From related orgs
- $562,627
- Other
- $135,339
- Hours/week
- 0.1 + 49.9 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
-
Laura Sokolowski
VP, Membership Administration
- Total calculated
- $688,838
- From this org
- $0
- From related orgs
- $544,478
- Other
- $144,360
- Hours/week
- 12.5 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $319,618 related
- Bonus
- $0 + $206,637 related
- Other
- $0 + $18,223 related
- Deferred
- $0 + $101,521 related
- Nontaxable benefits
- $0 + $42,839 related
- Filer's total
- $0 + $688,838 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
-
Daniel McDermott
Controller - KPIC
- Total calculated
- $416,997
- From this org
- $0
- From related orgs
- $330,591
- Other
- $86,406
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $255,412 related
- Bonus
- $0 + $61,628 related
- Other
- $0 + $13,551 related
- Deferred
- $0 + $58,433 related
- Nontaxable benefits
- $0 + $27,973 related
- Filer's total
- $0 + $416,997 related
-
Charles Kirschbaum
Sr Dir, Membership Admin
- Total calculated
- $373,593
- From this org
- $0
- From related orgs
- $295,340
- Other
- $78,253
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $206,538 related
- Bonus
- $0 + $69,368 related
- Other
- $0 + $19,434 related
- Deferred
- $0 + $38,877 related
- Nontaxable benefits
- $0 + $39,376 related
- Filer's total
- $0 + $373,593 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
-
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
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 — 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $1,023,272,761
- Expenses
- $1,034,256,877
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $1,026,613,830
- Expenses
- $1,038,111,219
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $977,254,801
- Expenses
- $977,318,472
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(c)(3) · Health Care · CA
-
Kaiser Foundation Health Plan Inc
501(c)(3) · Health Care · CA
-
Kaiser Fdn Health Plan of Colorado
501(c)(3) · Health Care · CO
-
Kaiser Fdn Health Plan of Georgia Inc
501(c)(3) · Health Care · GA
-
Kaiser Foundation Health Plan of the MAS
501(c)(3) · Health Care · MD
-
Kaiser Fdn Health Plan of the Northwest
501(c)(3) · Health Care · OR
-
Kaiser Fdn Health Plan of Washington
501(c)(3) · Health Care · WA
-
Kaiser Hospital Asset Management Inc
501(c)(3) · Asset Mgmt · CA
-
Kaiser Health Plan Asset Management Inc
501(c)(3) · Asset Mgmt · CA
-
501(c)(3) · WC Placement · HI
-
501(c)(3) · Financing · CA
-
Kaiser Hospital Assistance Corporation
501(c)(3) · Financing · CA
-
501(c)(3) · Health Care · OR
-
KP Bernard J Tyson School of Medicine
501(c)(3) · Medical Educa · CA
-
501(c)(3) · Health Care · WA
-
501(c)(3) · Inactive · WA
-
Kaiser Fdn For The Adv of Integrated HC
501(c)(4) · Advocacy · CA
-
Kaiser Fdn Health Plan of Nevada Inc
501(c)(4) · Health Care · DE
-
501(c)(3) · Health Care · DE
-
501(c)(3) · Holding Co · DE
-
501(c)(3) · Health Care · DE
-
501(c)(3) · Philanthropy · PA
-
501(c)(3) · Health Care · PA
-
501(c)(3) · Health Care · PA
-
501(c)(3) · Health Care · PA
The first 25 as filed. The return lists every one.
Declared as related by
-
KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC
On its 2024 return as a controlled entity
-
GEISINGER MEDICAL CENTER MUNCY
On its 2024 return
-
ALAMANCE REGIONAL MEDICAL CENTER
On its 2024 return
-
On its 2024 return
-
THE MOSES H CONE MEMORIAL HOSPITAL OPERATING CORPORATION
On its 2024 return
-
ALAMANCE COMMUNITY & HEALTH FOUNDATION INC
On its 2024 return
-
KAISER PERMANENTE BERNARD J TYSON SCHOOL OF MEDICINE INC
On its 2024 return
-
GEISINGER JERSEY SHORE HOSPITAL
On its 2024 return
-
On its 2024 return as a controlled entity
-
MOSES CONE MEDICAL SERVICES INC
On its 2024 return
-
KAISER FOUNDATION HEALTH PLAN OF COLORADO
On its 2024 return as a controlled entity
-
On its 2024 return
-
KAISER HEALTH PLAN ASSET MANAGEMENT INC
On its 2024 return
-
MOSES CONE AFFILIATED PHYSICIANS INC
On its 2024 return
-
GEISINGER COMMUNITY HEALTH SERVICES
On its 2024 return
-
On its 2024 return
-
KAISER FOUNDATION HEALTH PLAN INC
On its 2024 return as a controlled entity
-
On its 2024 return
-
On its 2024 return as a controlled entity
-
KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C
On its 2024 return
-
KAISER HOSPITAL ASSET MANAGEMENT INC
On its 2024 return
-
On its 2024 return
-
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
On its 2024 return as a controlled entity
-
KEYSTONE HEALTH INFORMATION EXCHANGE INC
On its 2024 return
-
CONE HEALTH PHILANTHROPIC FOUNDATION
On its 2024 return
The most recent declarers. The API serves every row.
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 10 September 2026, under deductibility SOUNK.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.