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Nonprofit · EIN 82-3819611

KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C

Tax-exempt · OAKLAND, CA 94612

Financials

$443K$844K2023$776K$2.8M2024
Revenue Expenses · by fiscal year end
Financials of KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$775,628$2,754,688-$1,979,060$16,651,737$5,486,301$11,165,436
December 31, 2023990$443,280$843,776-$400,496$15,876,110$2,731,614$13,144,496
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$775,628
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$2,754,688

Balance sheet and other

Total assets, start of year
$15,876,110
Total assets, end of year
$16,651,737
Total liabilities, end of year
$5,486,301
Net assets, end of year
$11,165,436
Gross receipts
$775,628
Employees
0
Volunteers
0
Year formed
2017
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Kathryn LancasterEVP & CFO
Officer
0.1$0$4,850,102$153,985
Paul SwensonEVP, Chief Admin Officer
Trustee or director
0.1$0$2,487,310$161,323
Vanessa BenavidesEVP,Chief Legal Officer & Secy
Officer
1$0$2,137,057$486,134
Andrew BindmanEVP, Chief Medical Officer
Trustee or director
0.1$0$1,545,417$1,048,791
Samuel GlickEVP, Enterprise Strat, Bus Dev
Trustee or director
0.1$0$1,306,107$1,286,940
Thomas MeierSVP, Corporate Treasurer
Officer
0.1$0$1,502,528$138,446
Anthony BarruetaSVP, Government Relations
Trustee or director, Officer
1$0$1,490,131$141,587
Mark ZemelmanSVP, General Counsel & Secy
Former
0$0$257,774$799,702
Christina LockwoodAssistant Secretary
Officer
0.1$0$562,627$135,339
Hong-Sze YuVP, Brd & Corp Gov & Asst Secy
Officer
0.1$0$307,089$8,143
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Kathryn LancasterEVP & Chief Financial Officer
Officer
0.1$0$4,923,403$137,899
Mark ZemelmanSVP, General Counsel & Secy
Former
0$0$1,833,838$660,356
Paul SwensonDirector
Trustee or director
0.1$0$2,410,782$77,168
Vanessa BenavidesSVP,Chief Legal Officer & Secy
Officer
1$0$1,792,455$308,115
Thomas MeierSVP, Corporate Treasurer
Officer
0.1$0$1,721,108$121,348
Anthony BarruetaDirector & President
Trustee or director, Officer
0.1$0$1,547,457$162,747
Andrew BindmanDirector
Trustee or director
0.1$0$1,267,982$341,640
Hong-Sze YuVP, Brd & Corp Gov & Asst Secy
Officer
0.1$0$508,592$167,556

Address and contacts

Address (IRS master file)
C/O KP TAX ONE KAISER PLZ FL 26, OAKLAND, CA 94612-0000
In care of
% CHIEF TAX OFFICER
Mailing address (990-N for 2017)
One Kaiser Plaza 15L, Oakland CA 94612
Principal officer (990 for 2024)
ANTHONY A BARRUETA, C/O KP Tax One Kaiser Plz FL, OAKLAND, CA 94612
Principal officer (990-N for 2017)
Hong-Sze Yu, One Kaiser Plaza 15L, Oakland CA 94612
Signed the 990
MICHAEL P WALTON, CHIEF TAX OFFICER
Phone
(510) 271-6611
Return prepared by
PwC US Tax LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 82-3819611 or by the name KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $2,754,688

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
82-3819611
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E19)
Assets (IRS master file)
$16,651,737
Income (IRS master file)
$775,628

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$775,628$2,754,688$16,651,737XML
990December 2023$443,280$843,776$15,876,110XML
990December 2022$13,288$1,444,888$15,432,831IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990-N for 2017
Officer: Hong-Sze Yu
December 31, 2017≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-3819611).

Questions about KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C

What is the EIN of KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C?
The employer identification number (EIN) of KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C is 82-3819611.
Is KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2020.
Are donations to KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C?
The 990 for the year ended December 31, 2024 names ANTHONY A BARRUETA.
Who are the officers and directors of KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C?
The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does KAISER FOUNDATION FOR THE ADVANCEMENT OF INTEGRATED HEALTH C have?
On its 990 for the year ended December 31, 2024 it reported revenue of $775,628, expenses of $2,754,688 and total assets of $16,651,737 at year end.

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