HENRY J KAISER FAMILY FOUNDATION R… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

Elizabeth A Cain

Phone

6508549400

Tax Period

2024-01-01 to 2024-12-31

HENRY J KAISER FAMILY FOUNDATION RETIREE MEDICAL PLAN TRUST, founded in 2006, is a community nonprofit in the Mutual Benefit sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 64% operating margin.

Mission

To provide retiree medical benefits to eligible members and or their qualifying dependents.

Program Service Accomplishments

Program 1

Expenses: $605,777 Revenue: $0

To provide retiree medical benefits to eligible members and or their qualifying dependents.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $650,000

Investment Income $1,039,968

Other Revenue $0

TOTAL REVENUE $1,689,968

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $605,777

Other Expenses $0

TOTAL EXPENSES $605,777

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,689,968	$973,084	+0.7%
Expenses	$605,777	$543,970	+0.1%
Net Income	$1,084,191	$429,114	+1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	n a	1.00		$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,689,968	$605,777	$10,847,997	$1,084,191
2023	$973,084	$543,970	$9,641,383	$429,114
2022	$1,065,978	$473,321	$8,209,708	$592,657
2021	$3,138,270	$383,850	$9,656,074	$2,754,420
2020	$854,349	$382,208	$7,973,601	$472,141

HENRY J KAISER FAMILY FOUNDATION RETIREE MEDICAL PLAN TRUST