KAISER HEALTH PLAN ASSET MANAGEMENT INC

EIN: 943299124 501(c)(3) Health Care

OAKLAND, CA

Total Revenue
$60,696,707
Total Expenses
$60,619,116
Total Assets
$275,786,424
Net Assets
$173,508,873
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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
1998
Legal Domicile
CA
Principal Officer
THOMAS R MEIER
Phone
5102716611
Tax Period
2024-01-01 to 2024-12-31

KAISER HEALTH PLAN ASSET MANAGEMENT INC, founded in 1998, is a mid-sized nonprofit in the Health Care sector that reported $60.7M in total revenue in fiscal year 2024. Net assets of $173.5M represent 34 months of operating reserves.

Mission

KAISER HEALTH PLAN ASSET MANAGEMENT, INC IS A SUPPORTING ORGANIZATION WHICH ACQUIRES MEDICAL EQUIPMENT NECESSARY FOR THE DELIVERY OF MEDICAL CARE AT VARIOUS KAISER PERMANENTE MANAGED CARE FACILITIES.

Program Service Accomplishments

Program 1
Expenses: $60,619,116 Revenue: $60,696,707

KAISER HEALTH PLAN ASSET MANAGEMENT, INC ACQUIRES AND MANAGES MEDICAL EQUIPMENT USED IN THE DELIVERY OF MEDICAL CARE AT VARIOUS KAISER PERMANENTE MANAGED CARE FACILITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $60,696,707
Investment Income $0
Other Revenue $0
TOTAL REVENUE $60,696,707

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $60,619,116
Other Expenses $60,619,116
TOTAL EXPENSES $60,619,116

Year-over-Year Comparison

2024 2023 Change
Revenue $60,696,707 $62,654,769 0.0%
Expenses $60,619,116 $62,221,895 0.0%
Net Income $77,591 $432,874 -0.8%
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
6
$12,092,525
Total Directors
4
$7,541,410
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kathryn Lancaster EVP & CFO 0.1
Officer Director
$0 $153,985 $5,004,087
Vanessa Benavides EVP,Chief Legal Officer & Secy 1.0
Officer
$0 $486,134 $2,623,191
David Thomason SVP,Corporate Controller & CAO 0.1
Officer
$0 $90,610 $1,811,075
Thomas Meier SVP, Corporate Treasurer 0.1
Officer Director
$0 $138,446 $1,640,974
Alfonse Upshaw SVP, CFO - NCAL 0.0
$0 $220,778 $1,461,303
Mark Zemelman SVP, General Counsel & Secy 0.0
$0 $799,702 $1,057,476
Ryan Jenson Interim Corp Controller & CAO 0.1
$0 $133,533 $897,048
Christina Lockwood Assistant Secretary 0.1
Officer
$0 $135,339 $697,966
Jeanette Bettles VP & Assistant Treasurer 1.0
Director
$0 $138,428 $581,117
Hong-Sze Yu VP, Brd & Corp Gov & Asst Secy 0.1
Officer Director
$0 $8,143 $315,232
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 $60,696,707 $60,619,116 $275,786,424 $77,591
2023 $62,654,769 $62,221,895 $297,329,448 $432,874
2022 $62,388,630 $61,918,758 $309,416,148 $469,872
2021 $61,696,347 $61,206,592 $308,869,561 $489,755
2020 $58,190,928 $58,918,699 $303,676,662 $-727,771
2019 $54,213,939 $55,728,640 $272,017,683 $-1,514,701
2018 $52,907,280 $54,094,231 $251,044,880 $-1,186,951
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