KAISER PERMANENTE BERNARD J TYSON SCHOOL OF MEDICINE INC (EIN 814053028) - Form 990 Financial Analysis & Trantor Score

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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

2016

Legal Domicile

Principal Officer

MARK A SCHUSTER

Phone

5102716611

Tax Period

2023-01-01 to 2023-12-31

KAISER PERMANENTE BERNARD J TYSON SCHOOL OF MEDICINE INC, founded in 2016, is a major nonprofit in the Education sector that reported $100.3M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

PROVIDE A WORLD-CLASS MEDICAL EDUCATION THAT IGNITES A PASSION FOR LEARNING, DESIRE TO SERVE & COMMITMENT TO IMPROVE THE HEALTH & WELL-BEING OF PATIENTS & COMMUNITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $98,240,275

Program Service Revenue $466,869

Investment Income $1,580,277

Other Revenue $3,606

TOTAL REVENUE $100,291,027

Expense Breakdown

Grants Paid $6,293,346

Salaries & Benefits $47,465,781

Fundraising Expenses $0

Program Expenses $84,186,215

Other Expenses $45,355,661

TOTAL EXPENSES $99,114,788

Year-over-Year Comparison

	2023	2022	Change
Revenue	$100,291,027	$107,880,619	-0.1%
Expenses	$99,114,788	$98,196,993	+0.0%
Net Income	$1,176,239	$9,683,626	-0.9%

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

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

$6,621,349

Total Directors

$7,639,237

Key Employees

$671,836

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Miller-Phipps	Director	1.0	Director	$0	$31,347	$2,807,666
Mark Zemelman	SVP, General Counsel & Secy	0.0		$0	$660,356	$2,494,194
Vanessa Benavides	SVP,Chief Legal Officer & Secy	1.0	Officer	$0	$308,115	$2,100,570
Thomas Meier	SVP, Corporate Treasurer	1.0	Officer	$0	$121,348	$1,842,456
Mark Schuster	Dean, President & CEO	50.0	Officer Director	$0	$290,984	$1,750,232
Andrew Bindman	Director	0.1	Director	$0	$341,640	$1,609,622
Ronald Copeland	Director	1.0	Director	$0	$100,829	$959,445
Jonathan Finkelstein	Sr Assoc Dn Res & Schol- SOM	50.0	Highest	$0	$148,328	$770,231
Abbas Hyderi	Sr Assoc Dean Med Educ- SOM	50.0	Highest	$0	$134,364	$764,524
Maureen Connelly	Sr Assoc Dean Acad & Comm-SOM	50.0	Highest	$0	$141,815	$709,604
Hong-Sze Yu	VP, Brd & Corp Gov & Asst Secy	0.1	Officer	$0	$167,556	$676,148
Jose Manuel Barral Sanchez	Chair, Biomedical Science- SOM	50.0	Highest	$0	$120,491	$639,170
Paul Chung	Chair Health Sys Sci- SOM	50.0	Highest	$0	$98,554	$619,255
Mohamed Aboufares	Interim SVP, Admin & Finance	50.0	Key Emp	$0	$0	$367,206
Sean Hennessey-Hsieh	SVP, Administration & Finance	50.0	Key Emp	$0	$21,245	$304,630
Ramon F Baez	Director	1.3	Director	$0	$21,121	$288,072
Maryann Bodayle	Assistant Secretary	0.1	Officer	$0	$55,189	$251,943
Holly Humphrey MD	Director & Chair	3.0	Director	$34,000	$0	$34,000
Carol Raphael	Director	3.0	Director	$26,600	$0	$26,600
Mary Hentges	Director	3.0	Director	$26,600	$0	$26,600
Glenn Hackbarth JD	Director	3.0	Director	$23,800	$0	$23,800
David Nichols MD	Director	2.0	Director	$23,600	$0	$23,600
Marc A Nivet	Director	2.0	Director	$22,000	$0	$22,000
Anthony Iton JD	Director	2.0	Director	$19,600	$0	$19,600
Gilbert Salinas	Director	2.0	Director	$19,000	$0	$19,000
Maria S Salinas	Director	3.0	Director	$18,400	$0	$18,400
Anne Wojcicki	Director	1.0	Director	$10,600	$0	$10,600
Wui-Leong Koh MD	Director	0.0	Director	$0	$0	$0
Richard Isaacs MD	Director	0.0	Director	$0	$0	$0
Ramin Davidoff MD	Director	2.0	Director	$0	$0	$0
Peter Lee PHD	Director	3.0	Director	$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	No data	No data	No data	No data
2023	$100,291,027	$99,114,788	$108,709,847	$1,176,239
2022	$107,880,619	$98,196,993	$112,506,655	$9,683,626
2021	$87,175,278	$84,947,961	$109,560,789	$2,227,317
2020	$70,009,378	$68,072,051	$112,406,053	$1,937,327
2018	$43,736,791	$23,736,791	$20,210,404	$20,000,000

KAISER PERMANENTE BERNARD J TYSON SCHOOL OF MEDICINE INC