Nonprofit · EIN 52-0954463
KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,001,990,257 | $6,177,281,263 | -$175,291,006 | $3,276,603,524 | $3,268,075,142 | $8,528,382 |
| December 31, 2023 | 990 | $5,884,071,284 | $5,875,670,239 | $8,401,045 | $3,148,201,298 | $3,032,639,944 | $115,561,354 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $35,468,914
- of which government grants
- $34,761,526
- Program service revenue
- $5,948,471,972
- Investment income
- $12,855,476
- Net rental income
- $5,193,895
- Net gain from sales of assets
- -$5,502,735
- Other revenue
- $5,193,895
Expenses
- Grants and similar amounts paid
- $2,702,299
- Compensation of officers, directors and key employees
- $8,000
- Other salaries and wages
- $754,141,913
- Salaries, compensation and benefits (total)
- $1,046,295,943
- Professional fundraising fees
- $0
- Legal fees
- $1,623,052
- Accounting fees
- $966,625
- Occupancy
- $46,761,115
- Travel
- $2,664,603
- Depreciation
- $136,894,044
- Program services (functional)
- $5,858,800,359
- Management and general (functional)
- $318,480,904
Balance sheet and other
- Total assets, start of year
- $3,148,201,298
- Total assets, end of year
- $3,276,603,524
- Total liabilities, end of year
- $3,268,075,142
- Net assets, end of year
- $8,528,382
- Land, buildings and equipment
- $1,703,036,939
- Publicly traded securities
- $371,120,095
- Gross unrelated business income
- $1,613,813
- Gross receipts
- $6,222,612,962
- Employees
- 9,672
- Volunteers
- 989
- Year formed
- 1972
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Gregory Adams | Chairman & CEO Trustee or director, Officer | 4 | $0 | $12,789,811 | $186,239 |
| Kimberly Horn | EVP, Group President, MOC Officer | 3.5 | $0 | $5,678,798 | $795,510 |
| Janet Liang | EVP, Group President & COO Officer | 3.5 | $0 | $4,322,020 | $689,685 |
| Kathryn Lancaster | EVP & CFO Officer | 3.5 | $0 | $4,850,102 | $153,985 |
| Brandon Cuevas | EVP, Health Plan Officer | 4 | $0 | $3,512,002 | $842,876 |
| Vanessa Benavides | EVP,Chief Legal Officer & Secy Officer | 1.5 | $0 | $2,137,057 | $486,134 |
| David Thomason | SVP,Corporate Controller & CAO Officer | 3.5 | $0 | $1,720,465 | $90,610 |
| Thomas Meier | SVP, Corporate Treasurer Officer | 1.5 | $0 | $1,502,528 | $138,446 |
| Ruth Williams-Brinkley | Regional President - MAS Former | 45 | $0 | $1,528,589 | $2,690 |
| Alfonse Upshaw | SVP, CFO - NCAL Former | 0 | $0 | $1,240,525 | $220,778 |
| Israel Rocha | Regional President - MAS Officer | 45 | $0 | $952,733 | $320,836 |
| Frank Titus | SVP, Group Operations Former | 0 | $0 | $995,886 | $195,849 |
| Arthur Southam | EVP, Health Plan Ops & CGO Former | 0 | $0 | $1,120,683 | $0 |
| Jalena Bingham | Assistant Secretary Officer | 4 | $0 | $911,755 | $183,003 |
| Mark Zemelman | SVP, General Counsel & Secy Former | 0 | $0 | $257,774 | $799,702 |
29 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Emily Holliman | VP, COO - MAS Key employee | 50 | $0 | $851,493 | $151,401 |
| Machelle Behzadi | VP, Quality and Service Highest-paid employee | 50 | $0 | $786,129 | $154,809 |
| Ryan Jenson | Interim Corp Controller & CAO Former | 3.5 | $0 | $763,515 | $133,533 |
| Caroline Masikonde | VP, Delivery System Operations Highest-paid employee | 50 | $0 | $576,163 | $204,913 |
| William Wiechmann | Assistant Secretary Officer | 50 | $0 | $646,256 | $134,010 |
| Kristin Bear | Assistant Secretary Officer | 4 | $0 | $574,157 | $188,500 |
| Angela Beaudry | VP, HR - MAS Highest-paid employee | 50 | $0 | $656,369 | $87,754 |
| Dana Forster | VP, Ambulatory Care & Clin Svc Highest-paid employee | 50 | $0 | $557,576 | $179,529 |
| Gracelyn McDermott | VP, MSBD - MAS Key employee | 50 | $0 | $583,909 | $149,909 |
| Cynthia Cifuentes-Finkel | VP, Mktg Comm & Cmty Relations Highest-paid employee | 50 | $0 | $572,719 | $140,237 |
| Christina Lockwood | Assistant Secretary Officer | 1.5 | $0 | $562,627 | $135,339 |
| Jeanine Maier | VP, Care Delivery Apptg Former | 50 | $0 | $496,818 | $125,129 |
| Donald Orndoff | SVP, NFS Former | 0 | $0 | $549,210 | $0 |
| Jennifer Valentine | ED, FP&A Key employee | 50 | $0 | $364,198 | $38,080 |
| Judith A Johansen JD | Director Trustee or director | 0.5 | $0 | $315,000 | $40,485 |
| Jeffrey E Epstein | Director Trustee or director | 0.5 | $0 | $304,160 | $39,472 |
| A Eugene Washington MD | Director Trustee or director | 0.25 | $0 | $299,500 | $31,486 |
| Hong-Sze Yu | VP, Brd & Corp Gov & Asst Secy Officer | 3.5 | $0 | $307,089 | $8,143 |
| Ramon F Baez | Director Trustee or director | 0.06 | $0 | $279,143 | $30,645 |
| David F Hoffmeister | Director Trustee or director | 0.3 | $0 | $279,643 | $28,915 |
| Leslie S Heisz | Director Trustee or director | 0.3 | $0 | $266,174 | $37,083 |
| Regina M Benjamin MD MBA | Director Trustee or director | 0.5 | $8,000 | $220,810 | $73,305 |
| Jenny J Ming | Director Trustee or director | 0.3 | $0 | $249,324 | $34,377 |
| Richard P Shannon MD | Director Trustee or director | 0.5 | $0 | $226,367 | $57,283 |
| David J Barger | Director Trustee or director | 0.5 | $0 | $238,367 | $37,625 |
| Vivek Sharma | Director Trustee or director | 0.1 | $0 | $261,643 | $0 |
| Maryann Bodayle | Assistant Secretary Officer | 1 | $0 | $205,630 | $51,360 |
| Matthew T Ryan | Director Trustee or director | 0.25 | $0 | $249,715 | $0 |
| Edward Y W Pei | Director Former | 0 | $0 | $62,658 | $0 |
990 for the year ended December 31, 2023: 46 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Gregory Adams | Chairman & CEO Trustee or director, Officer | 4 | $0 | $12,567,386 | $154,060 |
| Kathryn Lancaster | EVP & Chief Financial Officer Officer | 3.5 | $0 | $4,923,403 | $137,899 |
| Kimberly Horn | EVP, Group President, MOC Officer | 3.5 | $0 | $4,617,356 | $134,195 |
| Janet Liang | EVP, Group President & COO Officer | 3.5 | $0 | $4,417,378 | $89,835 |
| Arthur Southam | EVP, Health Plan Ops & CGO Officer | 4 | $0 | $3,776,237 | $18,575 |
| Ruth Williams-Brinkley | Regional President - MAS Officer | 45 | $0 | $3,418,616 | -$176,937 |
| Mark Zemelman | SVP, General Counsel & Secy Former | 0 | $0 | $1,833,838 | $660,356 |
| Vanessa Benavides | SVP,Chief Legal Officer & Secy Officer | 1.5 | $0 | $1,792,455 | $308,115 |
| Thomas Meier | SVP, Corporate Treasurer Officer | 1.5 | $0 | $1,721,108 | $121,348 |
| Donald Orndoff | SVP, NFS Officer | 4 | $0 | $1,301,160 | $320,687 |
| Alfonse Upshaw | SVP,Corporate Controller & CAO Former | 0 | $0 | $1,272,055 | $208,369 |
| Frank Titus | VP, HPSA - MAS Former | 0 | $0 | $1,099,437 | $211,661 |
| Emily Holliman | VP, COO - MAS Key employee | 50 | $0 | $893,062 | $200,857 |
| David Thomason | SVP,Corporate Controller & CAO Officer | 2.2 | $0 | $897,898 | $52,883 |
| Ryan Jenson | Interim Corp Controller & CAO Officer | 3.5 | $0 | $743,221 | $129,756 |
| Brandon Cuevas | EVP, Health Plan Officer | 4 | $0 | $511,652 | $293,271 |
| William Wiechmann | Assistant Secretary Officer | 50 | $0 | $599,846 | $149,593 |
| Gracelyn McDermott | VP, MSBD - MAS Key employee | 50 | $0 | $577,504 | $149,119 |
| Dana Forster | VP, Delivery System Operations Highest-paid employee | 50 | $0 | $510,965 | $197,084 |
| Cynthia Cifuentes-Finkel | VP, Mktg Comm & Cmty Relations Highest-paid employee | 50 | $0 | $536,647 | $145,569 |
| Hong-Sze Yu | VP, Brd & Corp Gov & Asst Secy Officer | 3.5 | $0 | $508,592 | $167,556 |
| Kristin Bear | Assistant Secretary Officer | 4 | $0 | $474,637 | $170,789 |
| Jeanine Maier | VP, Consumer Experience & CCC Key employee | 50 | $0 | $460,800 | $142,403 |
| Jared Gross | VP, CFO - MAS Key employee | 50 | $0 | $486,065 | $67,618 |
| Angela Beaudry | VP, HR - MAS Highest-paid employee | 50 | $0 | $457,284 | $81,099 |
| Jennifer Valentine | ED, FP&A Key employee | 50 | $0 | $430,756 | $56,294 |
| Kimberley Ragnartz | VP, Delivery System Operations Highest-paid employee | 50 | $0 | $465,864 | -$4,413 |
| Lawrence Hamilton | Regional Administrative Leader Former | 0 | $0 | $372,697 | $14,762 |
| Margaret E Porfido JD | Director Trustee or director | 0 | $14,000 | $305,083 | $16,717 |
| David F Hoffmeister | Director Trustee or director | 0.3 | $0 | $280,951 | $17,907 |
| Judith A Johansen JD | Director Trustee or director | 0.5 | $0 | $290,800 | $6,534 |
| Leslie S Heisz | Director Trustee or director | 0.3 | $0 | $268,956 | $24,274 |
| Ramon F Baez | Director Trustee or director | 0.1 | $0 | $266,951 | $21,121 |
| Jeffrey E Epstein | Director Trustee or director | 0.5 | $0 | $265,915 | $13,187 |
| Richard P Shannon MD | Director Trustee or director | 0.5 | $0 | $236,500 | $27,421 |
| Vivek Sharma | Director Trustee or director | 0.1 | $0 | $261,456 | $0 |
| Jenny J Ming | Director Trustee or director | 0.3 | $0 | $248,772 | $12,004 |
| Maryann Bodayle | Assistant Secretary Officer | 1 | $0 | $196,754 | $55,189 |
| Matthew T Ryan | Director Trustee or director | 0.25 | $0 | $250,951 | $0 |
| A Eugene Washington MD | Director Trustee or director | 0.25 | $0 | $244,000 | $4,278 |
| David J Barger | Director Trustee or director | 0.5 | $0 | $234,000 | $13,569 |
| Regina M Benjamin MD MBA | Director Trustee or director | 0.5 | $0 | $219,620 | $27,404 |
| Israel Rocha | Regional President - MAS Officer | 45 | $0 | $118,292 | $12,835 |
| Edward Y W Pei | Director Former | 0 | $0 | $53,623 | $0 |
| Kim J Kaiser | Director Former | 0 | $0 | $39,004 | $0 |
| Machelle Behzadi | VP, Quality and Service Highest-paid employee | 50 | $0 | $556,440 | -$905,455 |
Address and contacts
- Address (IRS master file)
- ONE KAISER PLZ FL 26L, OAKLAND, CA 94612-3610
- In care of
- % KP TAX
- Principal officer (990 for 2024)
- ISRAEL ROCHA JR, C/O KP Tax One Kaiser Plz FL, OAKLAND, CA 94612
- Signed the 990
- MICHAEL P WALTON, CHIEF TAX OFFICER
- Phone
- (510) 271-6611
- Website
- www.kp.org
- Return prepared by
- PwC US Tax LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 52-0954463 or by the name KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.
Program accomplishments
- MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES (KFHP-MAS) PROVIDES MEDICAL AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE, FOR ITS MEMBERS WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP-MAS 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-MAS 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 $4,853,082,208 · grants $324,214 · revenue $5,286,057,590
- MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES (KFHP-MAS) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP-MAS MEMBERS, BUT ALSO WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2024, OVER 92,000 PEOPLE WERE RECEIVING THE BENEFITS OF FULL MEMBERSHIP THROUGH KFHP-MAS'S MEDICAID MANAGED CARE PROGRAMS IN MARYLAND AND VIRGINIA. IN ADDITION, KFHP-MAS PROVIDED HEALTH CARE ON A FEE-FOR-SERVICE BASIS FOR MEDICAID BENEFICIARIES WHO WERE NOT ENROLLED AS KFHP-MAS MEMBERS.Expenses $883,311,637 · revenue $662,372,576
- CHARITY CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE) KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES (KFHP-MAS) PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. KFHP-MAS 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 A TOTAL OF 92,000 PEOPLE THROUGH FINANCAIL ASSISTANCE. THE CHC PROGRAM OFFERS REGULAR KAISER FOUNDATION HEALTH PLAN MEMBERSHIP AT MINIMAL COST TO LOW INCOME FAMILIES WHO ARE NOT ELIGIBLE FOR OTHER PUBLIC OR PRIVATELY SPONSORED COVERAGE. OVER 11,000 PEOPLE WERE RECEIVING COMPREHENSIVE HEALTH CARE THROUGH THIS PROGRAM AT THE END OF 2024.Expenses $109,134,078 · revenue $41,806
- SEE EXEMPT PURPOSE ACHIEVEMENTS IN SCH OExpenses $13,272,436 · grants $2,378,085
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-0954463
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E310)
- Assets (IRS master file)
- $3,276,603,524
- Income (IRS master file)
- $6,222,612,962
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,001,990,257 | $6,177,281,263 | $3,276,603,524 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $5,884,071,284 | $5,875,670,239 | $3,148,201,298 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $5,625,342,214 | $5,679,000,756 | $3,165,737,367 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2016 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-0954463).
Questions about KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC
- What is the EIN of KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC?
- The employer identification number (EIN) of KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC is 52-0954463.
- Is KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC?
- The 990 for the year ended December 31, 2024 names ISRAEL ROCHA JR.
- Who are the officers and directors of KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC?
- The 990 for the year ended December 31, 2024 lists 44 people; 1 received compensation from the organization.
- How much revenue does KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,001,990,257, expenses of $6,177,281,263 and total assets of $3,276,603,524 at year end.
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