KAISER FOUNDATION FOR THE ADVANCEM… - 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

2017

Legal Domicile

Principal Officer

ANTHONY A BARRUETA

Phone

5102716611

Tax Period

2023-01-01 to 2023-12-31

KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH CARE, founded in 2017, is a small nonprofit in the Health Care sector that reported $443K in total revenue in fiscal year 2023. Revenue surged 3236% from the prior year, signaling strong growth momentum. Expenses of $844K exceeded revenue, resulting in a 90% operating deficit.

Mission

KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH CARE IS A NONPROFIT 501(C)(4) ADVOCACY ORGANIZATION TO ENGAGE IN PROACTIVE ADVOCACY TO PROMOTE UNDERSTANDING OF THE BENEFITS OF INTEGRATED CARE AND COVERAGE, AND SUPPORT OF THE KAISER PERMANENTE MODEL OF INTEGRATION THROUGH PROVIDER BASED HEALTH PLANS.

Program Service Accomplishments

Program 1

Expenses: $843,776 Revenue: $0

Kaiser Foundation for the Advancement of Integrated Health Care is a nonprofit 501(c)(4) advocacy organization to engage in proactive advocacy to promote understanding of the benefits of integrated care and coverage, and support of the Kaiser Permanente model of integration through provider based health plans.

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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 $0

Program Service Revenue $0

Investment Income $443,280

Other Revenue $0

TOTAL REVENUE $443,280

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $843,776

Other Expenses $843,776

TOTAL EXPENSES $843,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$443,280	$13,288	+32.4%
Expenses	$843,776	$1,444,888	-0.4%
Net Income	$-400,496	$-1,431,600	-0.7%

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

N/A

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

$11,390,680

Total Directors

$5,807,776

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathryn Lancaster	EVP & Chief Financial Officer	0.1	Officer	$0	$137,899	$5,061,302
Mark Zemelman	SVP, General Counsel & Secy	0.0		$0	$660,356	$2,494,194
Paul Swenson	Director	0.1	Director	$0	$77,168	$2,487,950
Vanessa Benavides	SVP,Chief Legal Officer & Secy	1.0	Officer	$0	$308,115	$2,100,570
Thomas Meier	SVP, Corporate Treasurer	0.1	Officer	$0	$121,348	$1,842,456
Anthony Barrueta	Director & President	0.1	Officer Director	$0	$162,747	$1,710,204
Andrew Bindman	Director	0.1	Director	$0	$341,640	$1,609,622
Hong-Sze Yu	VP, Brd & Corp Gov & Asst Secy	0.1	Officer	$0	$167,556	$676,148

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	$443,280	$843,776	$15,876,110	$-400,496
2022	$13,288	$1,444,888	$15,432,831	$-1,431,600
2021	No data	$229,659	$15,419,543	No data
2020	$36,623	$210,739	$15,416,980	$-174,116
2019	$380,367	No data	$15,380,367	No data
2018	$15,000,000	No data	$15,000,000	No data

KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH CARE