KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH CARE

EIN: 823819611 Health Care

OAKLAND, CA

Total Revenue
$443,280
Total Expenses
$843,776
Total Assets
$15,876,110
Net Assets
$13,144,496
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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
CA
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

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%)

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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

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Governance

Voting Members
3
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
5
$11,390,680
Total Directors
3
$5,807,776
Key Employees
0
$0
Highest Compensated
0
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
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