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Nonprofit · EIN 94-3299124

KAISER HEALTH PLAN ASSET MANAGEMENT INC

Tax-exempt · OAKLAND, CA 94612

Financials

$62.7M$62.2M2023$60.7M$60.6M2024
Revenue Expenses · by fiscal year end
Financials of KAISER HEALTH PLAN ASSET MANAGEMENT INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$60,696,707$60,619,116$77,591$275,786,424$102,277,551$173,508,873
December 31, 2023990$62,654,769$62,221,895$432,874$297,329,448$123,898,166$173,431,282
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$60,696,707
Investment income
$0
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
$59,594,323
Program services (functional)
$60,619,116

Balance sheet and other

Total assets, start of year
$297,329,448
Total assets, end of year
$275,786,424
Total liabilities, end of year
$102,277,551
Net assets, end of year
$173,508,873
Land, buildings and equipment
$267,257,633
Gross receipts
$63,333,532
Employees
0
Volunteers
0
Year formed
1998
State of legal domicile
CA

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Kathryn LancasterEVP & CFO
Trustee or director, Officer
0.1$0$4,850,102$153,985
Vanessa BenavidesEVP,Chief Legal Officer & Secy
Officer
1$0$2,137,057$486,134
David ThomasonSVP,Corporate Controller & CAO
Officer
0.1$0$1,720,465$90,610
Thomas MeierSVP, Corporate Treasurer
Trustee or director, Officer
0.1$0$1,502,528$138,446
Alfonse UpshawSVP, CFO - NCAL
Former
0$0$1,240,525$220,778
Mark ZemelmanSVP, General Counsel & Secy
Former
0$0$257,774$799,702
Ryan JensonInterim Corp Controller & CAO
Former
0.1$0$763,515$133,533
Christina LockwoodAssistant Secretary
Officer
0.1$0$562,627$135,339
Jeanette BettlesVP & Assistant Treasurer
Trustee or director
1$0$442,689$138,428
Hong-Sze YuVP, Brd & Corp Gov & Asst Secy
Trustee or director, Officer
0.1$0$307,089$8,143
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Kathryn LancasterEVP & Chief Financial Officer
Trustee or director, Officer
0.1$0$4,923,403$137,899
Mark ZemelmanSVP, General Counsel & Secy
Former
0$0$1,833,838$660,356
Vanessa BenavidesSVP,Chief Legal Officer & Secy
Officer
1$0$1,792,455$308,115
Thomas MeierPresident, Chair & Treasurer
Trustee or director, Officer
0.1$0$1,721,108$121,348
Alfonse UpshawSVP,Corporate Controller & CAO
Former
0$0$1,272,055$208,369
David ThomasonSVP,Corporate Controller & CAO
Officer
0.1$0$897,898$52,883
Ryan JensonInterim Corp Controller & CAO
Officer
0.1$0$743,221$129,756
Hong-Sze YuVP, Brd & Corp Gov & Asst Secy
Trustee or director, Officer
0.1$0$508,592$167,556

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
Principal officer (990 for 2024)
THOMAS R MEIER, C/O KP Tax One Kaiser Plz FL, OAKLAND, CA 94612
Signed the 990
MICHAEL P WALTON, Chief Tax Officer
Phone
(510) 271-6611
Return prepared by
PwC US Tax LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3299124 or by the name KAISER HEALTH PLAN ASSET MANAGEMENT INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

KAISER HEALTH PLAN ASSET MANAGEMENT, INC IS A SUPPORTING ORGANIZATION WHICH ACQUIRES MEDICAL EQUIPMENT NECESSARY FOR THE DELIVERY OF MEDICAL CARE AT VARIOUS KAISER PERMANENTE MANAGED CARE FACILITIES.

990 for the year ended December 31, 2024

Program accomplishments

  • KAISER HEALTH PLAN ASSET MANAGEMENT, INC ACQUIRES AND MANAGES MEDICAL EQUIPMENT USED IN THE DELIVERY OF MEDICAL CARE AT VARIOUS KAISER PERMANENTE MANAGED CARE FACILITIES.
    Expenses $60,619,116 · revenue $60,696,707

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-3299124
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
1998
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E110)
Assets (IRS master file)
$275,786,424
Income (IRS master file)
$63,333,532

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$60,696,707$60,619,116$275,786,424XML
990December 2023$62,654,769$62,221,895$297,329,448XML
990December 2022$62,388,630$61,918,758$309,416,148IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 94-3299124).

Questions about KAISER HEALTH PLAN ASSET MANAGEMENT INC

What is the EIN of KAISER HEALTH PLAN ASSET MANAGEMENT INC?
The employer identification number (EIN) of KAISER HEALTH PLAN ASSET MANAGEMENT INC is 94-3299124.
Is KAISER HEALTH PLAN ASSET MANAGEMENT INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to KAISER HEALTH PLAN ASSET MANAGEMENT INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does KAISER HEALTH PLAN ASSET MANAGEMENT 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 HEALTH PLAN ASSET MANAGEMENT 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 HEALTH PLAN ASSET MANAGEMENT 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 HEALTH PLAN ASSET MANAGEMENT INC?
The 990 for the year ended December 31, 2024 names THOMAS R MEIER.
Who are the officers and directors of KAISER HEALTH PLAN ASSET MANAGEMENT INC?
The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does KAISER HEALTH PLAN ASSET MANAGEMENT INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $60,696,707, expenses of $60,619,116 and total assets of $275,786,424 at year end.

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