Kaiser Health Plan Asset Management Inc
100% goes to programs Strong reserves
Kaiser Health Plan Asset Management Inc is a 501(c)(3) organization based in Oakland, California, registered in 1998, with $60,696,707 in FY2024 revenue. CharityIndex grades it A, and it directs about 100% of spending to programs.
C/o Kp Tax One Kaiser Plz Fl 26, Oakland, CA, 94612 EIN 94-3299124 Since 1998
Revenue (FY2024)
$60.7M
▼ 3.1% vs prior year
Health median: $840K
Expenses (FY2024)
$60.6M
Net assets
$173.5M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
A+Program efficiency40% of the rating100% to programs
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Kaiser Health Plan Asset Management Inc: 100% to programs earns a A+ on this criterion. See the exact thresholds →
AFinancial health25% of the rating34 mo reserves · +0% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Kaiser Health Plan Asset Management Inc: 34 mo reserves · +0% margin earns a A on this criterion. See the exact thresholds →
BGovernance25% of the rating4 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Kaiser Health Plan Asset Management Inc: 4 of 6 checks met earns a B on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Kaiser Health Plan Asset Management Inc: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
The organization is a supporting organi- zation which acquires medical equipment necessary for the delivery of medical care at various kaiser permanente managed care facilities.
Contact & location
- Address
- C/o Kp Tax One Kaiser Plz Fl 26, Oakland, CA, 94612
- City
- Oakland
- State
- California
- Category
- Health Care
- Subcategory
- Support Foundations & Fundraising
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $31.6M (FY2013) to $60.7M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $102.3MNet assets $173.5M
Operating margin
0.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$275.8M
Total liabilities
$102.3M
Net assets
$173.5M
Salaries & benefits
$0
0% of expenses
Board members
3
0 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $60,696,707▼3.1% | $60,619,116▼2.6% | $173,508,873 | $275,786,424▼7.2% | 990 |
| 2023 | $62,654,769▲0.4% | $62,221,895▲0.5% | $173,431,282▲0.3% | $297,329,448▼3.9% | 990 |
| 2022 | $62,388,630▲1.1% | $61,918,758▲1.2% | $172,998,408▲0.3% | $309,416,148▲0.2% | 990 |
| 2021 | $61,696,347▲6.0% | $61,206,592▲3.9% | $172,528,536▲0.3% | $308,869,561▲1.7% | 990 |
| 2020 | $58,190,928▲7.3% | $58,918,699▲5.7% | $172,038,781▼0.4% | $303,676,662▲11.6% | 990 |
| 2019 | $54,213,939▲2.5% | $55,728,640▲3.0% | $172,766,552▼0.9% | $272,017,683▲8.4% | 990 |
| 2018 | $52,907,280▲3.6% | $54,094,231▲4.2% | $174,281,253▼0.7% | $251,044,880▲3.6% | 990 |
| 2017 | $51,055,554▲19.9% | $51,903,841▲21.1% | $175,468,204▼0.5% | $242,387,208▲5.5% | 990 |
| 2016 | $42,573,135▲10.3% | $42,866,386▲10.7% | $176,316,491▼0.2% | $229,700,439▲16.7% | 990 |
| 2015 | $38,606,263▲7.7% | $38,726,491▲7.5% | $176,609,742▼0.1% | $196,910,769▲0.2% | 990 |
| 2014 | $35,840,129▲13.3% | $36,012,937▲14.0% | $176,729,970▼0.1% | $196,527,678▲3.9% | 990 |
| 2013 | $31,619,771 | $31,603,385▼2.9% | $176,902,779 | $189,143,380▲4.1% | 990 |
| 2012 | — | $32,545,707▼12.2% | $176,886,393▲0.1% | $181,707,293▼1.8% | 990 |
| 2011 | — | $37,076,011▼9.8% | $176,716,840▲0.1% | $184,944,612▼1.7% | 990 |
| 2010 | — | $41,124,955 | $176,593,926 | $188,059,608 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Alfonse Upshaw | Svp, Cfo - Ncal | 0 | — |
| Christina Lockwood | Assistant Secretary | 0.1 | — |
| David Thomason | Svp,corporate Controller & Cao | 0.1 | — |
| Hong-sze Yu | Vp, Brd & Corp Gov & Asst Secy | 0.1 | — |
| Jeanette Bettles | Vp & Assistant Treasurer | 1 | — |
| Kathryn Lancaster | Evp & Cfo | 0.1 | — |
| Mark Zemelman | Svp, General Counsel & Secy | 0 | — |
| Ryan Jenson | Interim Corp Controller & Cao | 0.1 | — |
| Thomas Meier | Svp, Corporate Treasurer | 0.1 | — |
| Vanessa Benavides | Evp,chief Legal Officer & Secy | 1 | — |
Top vendors & contractors (FY2015)
| Contractor | Services | Paid |
|---|---|---|
| Na | — | — |
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Compare Kaiser Health Plan Asset Management Inc
Frequently asked questions
- Is Kaiser Health Plan Asset Management Inc a legitimate nonprofit?
- Yes. Kaiser Health Plan Asset Management Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 94-3299124, based in Oakland, California. Donations are tax-deductible.
- What is Kaiser Health Plan Asset Management Inc's EIN?
- Kaiser Health Plan Asset Management Inc's Employer Identification Number (EIN) is 94-3299124.
- How much revenue does Kaiser Health Plan Asset Management Inc report?
- Kaiser Health Plan Asset Management Inc reported $60,696,707 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- How much of Kaiser Health Plan Asset Management Inc's spending goes to programs?
- Kaiser Health Plan Asset Management Inc spends about 100% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Kaiser Health Plan Asset Management Inc have?
- CharityIndex grades Kaiser Health Plan Asset Management Inc A, based on program efficiency and fundraising cost.
- How much does Kaiser Health Plan Asset Management Inc's highest-paid employee make?
- The highest reported compensation on Kaiser Health Plan Asset Management Inc's latest Form 990 is $0, paid to Alfonse Upshaw (Svp, Cfo - Ncal).
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Data for Kaiser Health Plan Asset Management Inc (EIN 94-3299124) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.