Nonprofit · EIN 93-0480268
KFHPW HOLDINGS
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $714,281 | $5,957,497 | -$5,243,216 | $1,916,182,183 | $2,026,200,801 | -$110,018,618 |
| December 31, 2023 | 990 | $657,230 | $5,865,141 | -$5,207,911 | $1,918,193,123 | $2,023,336,918 | -$105,143,795 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $714,281
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $4,661,250
- Program services (functional)
- $5,943,585
- Management and general (functional)
- $13,912
Balance sheet and other
- Total assets, start of year
- $1,918,193,123
- Total assets, end of year
- $1,916,182,183
- Total liabilities, end of year
- $2,026,200,801
- Net assets, end of year
- -$110,018,618
- Publicly traded securities
- $18,768,274
- Gross receipts
- $29,264,281
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1942
- State of legal domicile
- WA
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 | 0.1 | $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 | 0.1 | $0 | $4,850,102 | $153,985 |
| Brandon Cuevas | EVP, Health Plan Officer | 0.2 | $0 | $3,512,002 | $842,876 |
| Vanessa Benavides | EVP,Chief Legal Officer & Secy Officer | 0.1 | $0 | $2,137,057 | $486,134 |
| Angela Dowling | Region President - WA Officer | 1 | $0 | $1,544,352 | $936,757 |
| David Thomason | SVP,Corporate Controller & CAO Officer | 0.1 | $0 | $1,720,465 | $90,610 |
| Thomas Meier | SVP, Corporate Treasurer Officer | 0.1 | $0 | $1,502,528 | $138,446 |
| Alfonse Upshaw | SVP, CFO - NCAL Former | 0 | $0 | $1,240,525 | $220,778 |
| Arthur Southam | EVP, Health Plan Ops & CGO Former | 0 | $0 | $1,120,683 | $0 |
| Mark Zemelman | SVP, General Counsel & Secy Former | 0 | $0 | $257,774 | $799,702 |
| Ryan Jenson | Interim Corp Controller & CAO Former | 0.2 | $0 | $763,515 | $133,533 |
| Kirk Dobbins | Assistant Secretary Officer | 0.5 | $0 | $706,907 | $174,164 |
| Christina Lockwood | Assistant Secretary Officer | 0.1 | $0 | $562,627 | $135,339 |
16 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Donald Orndoff | SVP, NFS Former | 0 | $0 | $549,210 | $0 |
| Judith A Johansen JD | Director Trustee or director | 0 | $0 | $315,000 | $40,485 |
| Jeffrey E Epstein | Director Trustee or director | 0 | $0 | $304,160 | $39,472 |
| A Eugene Washington MD | Director Trustee or director | 0 | $0 | $299,500 | $31,486 |
| Hong-Sze Yu | VP, Brd & Corp Gov & Asst Secy Officer | 0.1 | $0 | $307,089 | $8,143 |
| Ramon F Baez | Director Trustee or director | 0.03 | $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 | $0 | $228,810 | $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 | $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: 35 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Gregory Adams | Chairman & CEO Trustee or director, Officer | 0.1 | $0 | $12,567,386 | $154,060 |
| Kathryn Lancaster | EVP & Chief Financial Officer Officer | 0.1 | $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 | 0.4 | $0 | $3,776,237 | $18,575 |
| Angela Dowling | Regional President - WA Officer | 1 | $0 | $2,152,942 | $753,848 |
| Mark Zemelman | SVP, General Counsel & Secy Former | 0 | $0 | $1,833,838 | $660,356 |
| Vanessa Benavides | SVP,Chief Legal Officer & Secy Officer | 0.1 | $0 | $1,792,455 | $308,115 |
| Thomas Meier | SVP, Corporate Treasurer Officer | 0.1 | $0 | $1,721,108 | $121,348 |
| Donald Orndoff | SVP, NFS Officer | 0.1 | $0 | $1,301,160 | $320,687 |
| Alfonse Upshaw | SVP,Corporate Controller & CAO Former | 0 | $0 | $1,272,055 | $208,369 |
| Susan Mullaney | Regional President - WA Former | 0 | $0 | $1,032,116 | $12,967 |
| David Thomason | SVP,Corporate Controller & CAO Officer | 0.1 | $0 | $897,898 | $52,883 |
| Ryan Jenson | Interim Corp Controller & CAO Officer | 0.2 | $0 | $743,221 | $129,756 |
| Brandon Cuevas | EVP, Health Plan Officer | 0.2 | $0 | $511,652 | $293,271 |
| William Wiechmann | Assistant Secretary Former | 0 | $0 | $599,846 | $149,593 |
| Kirk Dobbins | Assistant Secretary Officer | 0.5 | $0 | $540,496 | $143,971 |
| Hong-Sze Yu | VP, Brd & Corp Gov & Asst Secy Officer | 0.1 | $0 | $508,592 | $167,556 |
| Ronald Vance | Interim Regional President Officer | 1 | $0 | $360,025 | $0 |
| Margaret E Porfido JD | Director Trustee or director | 0 | $0 | $319,083 | $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 | $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 | 0.05 | $0 | $266,951 | $21,121 |
| Jeffrey E Epstein | Director Trustee or director | 0 | $0 | $265,915 | $13,187 |
| Richard P Shannon MD | Director Trustee or director | 0 | $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 | $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 |
| Edward Y W Pei | Director Former | 0 | $0 | $53,623 | $0 |
| Kim J Kaiser | Director Former | 0 | $0 | $39,004 | $0 |
Address and contacts
- Address (IRS master file)
- C/O KP TAX ONE KAISER PLZ FL 26, OAKLAND, CA 94612-0000
- In care of
- % CHIEF TAX OFFICER
- Mailing address (990-N for 2014)
- One Kaiser Plaza 15L, Oakland CA 94612
- Principal officer (990 for 2024)
- CYNTHIA DOLD, C/O KP Tax One Kaiser Plz FL, OAKLAND, CA 94612
- Principal officer (990-N for 2014)
- Andrew McCulloch, One Kaiser Plaza 15L, 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 93-0480268 or by the name KFHPW HOLDINGS.
- 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
SUPPORTING KAISER PERMANENTE ORGANIZATIONS WHICH PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.
Program accomplishments
- Supporting Kaiser Permanente organizations which provide high-quality, affordable health care services to improve the health of our members and the communities we serve.Expenses $5,943,585
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
- 93-0480268
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,916,182,183
- Income (IRS master file)
- $29,264,281
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $714,281 | $5,957,497 | $1,916,182,183 | XML |
| 990 | December 2023 | $657,230 | $5,865,141 | $1,918,193,123 | XML |
| 990 | December 2022 | $169,364 | $5,078,602 | $1,922,692,265 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: Andrew McCulloch | December 31, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
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 93-0480268).
Questions about KFHPW HOLDINGS
- What is the EIN of KFHPW HOLDINGS?
- The employer identification number (EIN) of KFHPW HOLDINGS is 93-0480268.
- Is KFHPW HOLDINGS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to KFHPW HOLDINGS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KFHPW HOLDINGS 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 KFHPW HOLDINGS 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 KFHPW HOLDINGS 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 KFHPW HOLDINGS?
- The 990 for the year ended December 31, 2024 names CYNTHIA DOLD.
- Who are the officers and directors of KFHPW HOLDINGS?
- The 990 for the year ended December 31, 2024 lists 31 people; 0 received compensation from the organization.
- How much revenue does KFHPW HOLDINGS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $714,281, expenses of $5,957,497 and total assets of $1,916,182,183 at year end.
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