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Kfhpw Holdings

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$657k (2023)

Expenses
$5.87M (2023)

Total Assets
$1.92B (2023)

Total Liabilities
$2.02B (2023)

Source: Form 990 tax filings from 2015 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$657,230
Expenses
$5,865,141
Net Income
-$5,207,911
Net Assets
-$105,143,795
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $657,230
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,918,193,123
Total Liabilities $2,023,336,918
Net Assets -$105,143,795
Compensation
Key Employees and Officers Compensation Related Other
Gregory Adams (Chairman & Ceo) $0 $12,567,386 $154,060
Kathryn Lancaster (Evp & Chief Financial Officer) $0 $4,923,403 $137,899
Kimberly Horn (Evp, Group President, Moc) $0 $4,617,356 $134,195
Janet Liang (Evp, Group President & Coo) $0 $4,417,378 $89,835
Arthur Southam (Evp, Health Plan Ops & Cgo) $0 $3,776,237 $18,575
Angela Dowling (Regional President Wa) $0 $2,152,942 $753,848
Mark Zemelman (Svp, General Counsel & Secy) $0 $1,833,838 $660,356
Vanessa Benavides (Svp,Chief Legal Officer & Secy) $0 $1,792,455 $308,115
Thomas Meier (Svp, Corporate Treasurer) $0 $1,721,108 $121,348
Donald Orndoff (Svp, Nfs) $0 $1,301,160 $320,687
Alfonse Upshaw (Svp,Corporate Controller & Cao) $0 $1,272,055 $208,369
Susan Mullaney (Regional President Wa) $0 $1,032,116 $12,967
David Thomason (Svp,Corporate Controller & Cao) $0 $897,898 $52,883
Ryan Jenson (Interim Corp Controller & Cao) $0 $743,221 $129,756
Brandon Cuevas (Evp, Health Plan) $0 $511,652 $293,271
William Wiechmann (Assistant Secretary) $0 $599,846 $149,593
Kirk Dobbins (Assistant Secretary) $0 $540,496 $143,971
Hong Sze Yu (Vp, Brd & Corp Gov & Asst Secy) $0 $508,592 $167,556
Ronald Vance (Interim Regional President) $0 $360,025 $0
Margaret E Porfido Jd (Director) $0 $319,083 $16,717
David F Hoffmeister (Director) $0 $280,951 $17,907
Judith A Johansen Jd (Director) $0 $290,800 $6,534
Leslie S Heisz (Director) $0 $268,956 $24,274
Ramon F Baez (Director) $0 $266,951 $21,121
Jeffrey E Epstein (Director) $0 $265,915 $13,187

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$169,364
Expenses
$5,078,602
Net Income
-$4,909,238
Net Assets
-$100,159,229
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $169,123
99.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $241
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,922,692,265
Total Liabilities $2,022,851,494
Net Assets -$100,159,229
Compensation
Key Employees and Officers Compensation Related Other
Gregory Adams (Chairman & Ceo) $0 $13,841,691 -$144,241
Kimberly Horn (Evp, Group President, Moc) $0 $7,934,857 -$23,881
Arthur Southam (Evp, Health Plan Ops & Cgo) $0 $5,764,865 -$158,211
Kathryn Lancaster (Evp & Chief Financial Officer) $0 $5,726,249 -$216,576
Mark Zemelman (Svp, General Counsel & Secy) $0 $5,101,508 $61,868
Susan Mullaney (Regional President Wa) $0 $4,230,082 -$187,470
Janet Liang (Evp, Group President & Coo) $0 $5,433,297 -$1,438,203
Vanessa Benavides (Svp,Chief Legal Officer & Secy) $0 $1,466,903 $207,776
Thomas Meier (Svp, Corporate Treasurer) $0 $1,614,705 -$90,086
Alfonse Upshaw (Svp,Corporate Controller & Cao) $0 $1,101,434 $12,111
Donald Orndoff (Svp, Nfs) $0 $1,108,295 -$33,480
Ronald Vance (Interim Regional President) $0 $937,500 $0
Ryan Jenson (Interim Corp Controller & Cao) $0 $659,683 $5,379
Kirk Dobbins (Assistant Secretary) $0 $478,370 $31,273
William Wiechmann (Assistant Secretary) $0 $597,644 -$176,636
Hong Sze Yu (Vp, Brd & Corp Gov & Asst Secy) $0 $471,975 -$113,514
Margaret E Porfido Jd (Director) $0 $317,130 -$14,562
David F Hoffmeister (Director) $0 $293,262 -$10,368
Ramon F Baez (Director) $0 $282,762 -$5,847
Judith A Johansen Jd (Director) $0 $298,692 -$27,376
Matthew T Ryan (Director) $0 $250,262 $0
Leslie S Heisz (Director) $0 $268,005 -$20,179
Regina M Benjamin Md Mba (Director) $0 $225,188 $18,042
Jeffrey E Epstein (Director) $0 $259,967 -$18,921
Richard P Shannon Md (Director) $0 $236,000 $3,937

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,661
Expenses
$4,774,738
Net Income
-$4,747,077
Net Assets
-$95,307,396
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $25,046
90.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,615
9.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,927,428,012
Total Liabilities $2,022,735,408
Net Assets -$95,307,396
Compensation
Key Employees and Officers Compensation Related Other
Gregory Adams (Chairman & Ceo) $0 $13,283,101 $2,279,123
Arthur Southam (Evp, Health Plan Ops & Cgo) $0 $4,764,836 $459,569
Kathryn Lancaster (Evp & Chief Financial Officer) $0 $4,580,354 $447,559
Janet Liang (Evp, Group President & Coo) $0 $4,004,413 $934,930
Kimberly Horn (Evp, Group President, Moc) $0 $3,251,755 $1,473,258
Mark Zemelman (Svp, General Counsel & Secy) $0 $2,838,538 $134,757
Susan Mullaney (Regional President Wa) $0 $2,047,569 $729,785
Vanessa Benavides (Svp, Chief Legal Officer) $0 $1,614,569 $272,107
Thomas Meier (Svp, Corporate Treasurer) $0 $1,461,837 $301,391
Alfonse Upshaw (Svp,Corporate Controller & Cao) $0 $1,150,839 $199,363
Donald Orndoff (Svp, Nfs) $0 $1,127,680 $99,760
William Wiechmann (Assistant Secretary) $0 $857,930 $153,553
Hong Sze Yu (Vp, Brd & Corp Gov & Asst Secy) $0 $541,112 $198,385
Ryan Jenson (Interim Corp Controller & Cao) $0 $606,694 $125,965
Kirk Dobbins (Assistant Secretary) $0 $453,650 $158,358
Bernice Gould (Assistant Secretary) $0 $256,938 $104,758
Maryann Bodayle (Assistant Secretary) $0 $191,010 $55,200
Ramon F Baez (Director) $0 $237,259 -$12,291
Matthew T Ryan (Director) $0 $220,855 $0
Margaret E Porfido Jd (Director) $0 $279,077 -$62,832
Leslie S Heisz (Director) $0 $233,428 -$17,324
Judith A Johansen Jd (Director) $0 $277,470 -$61,490
Jeffrey E Epstein (Director) $0 $230,934 -$16,869
Richard P Shannon Md (Director) $0 $210,000 $3,503
David F Hoffmeister (Director) $0 $230,207 -$18,455

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$434,202
Expenses
$6,099,304
Net Income
-$5,665,102
Net Assets
-$90,921,029
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $418,014
96.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,188
3.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,935,556,825
Total Liabilities $2,026,477,854
Net Assets -$90,921,029
Compensation
Key Employees and Officers Compensation Related Other
Gregory Adams (Chairman & Ceo) $0 $12,266,743 $5,001,317
Janet Liang (Evp, Group President & Coo) $0 $2,862,430 $2,717,903
Kathryn Lancaster (Evp & Cfo) $0 $4,540,316 $546,340
Arthur Southam (Evp, Health Plan Ops & Cgo) $0 $4,357,301 $529,054
Kimberly Horn (Evp, Group President, Moc) $0 $2,242,456 $2,057,739
Mark Zemelman (Svp, General Counsel & Secy) $0 $2,902,465 $214,679
Susan Mullaney (Region President Wa) $0 $1,542,164 $795,472
Thomas Meier (Svp, Corporate Treasurer) $0 $1,595,486 $297,294
Alfonse Upshaw (Svp,Corporate Controller & Cao) $0 $1,180,405 $227,497
Donald Orndoff (Svp, Nfs) $0 $1,110,954 $152,897
William Wiechmann (Assistant Secretary) $0 $576,623 $226,968
Hong Sze Yu (Vp, Brd & Corp Gov & Asst Secy) $0 $458,777 $251,549
Ryan Jenson (Interim Corp Controller & Cao) $0 $544,581 $142,453
Kirk Dobbins (Assistant Secretary) $0 $446,959 $179,009
Bernice Gould (Assistant Secretary) $0 $259,292 $173,702
Judith A Johansen Jd (Director) $0 $257,524 $51,468
Margaret E Porfido Jd (Director) $0 $299,093 $7,619
Cynthia A Telles Phd (Director) $0 $277,494 $7,082
Leslie S Heisz (Director) $0 $258,631 $24,949
David F Hoffmeister (Director) $0 $263,629 $17,039
Jeffrey E Epstein (Director) $0 $256,558 $7,003
Maryann Bodayle (Assistant Secretary) $0 $190,927 $71,587
Ramon F Baez (Director) $0 $240,629 $17,909
Richard P Shannon Md (Director) $0 $228,500 $24,093
A Eugene Washington Md (Director) $0 $235,500 $12,117

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$796,078
Expenses
$10,251,188
Net Income
-$9,455,110
Net Assets
-$85,135,469
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,958
4.3%
Program Services $0
Investment Income $770,709
96.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,589
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,948,206,338
Total Liabilities $2,033,341,807
Net Assets -$85,135,469
Compensation
Key Employees and Officers Compensation Related Other
Bernard Tyson (Chairman & Ceo) $0 $16,114,729 $19,364,810
Kathryn Lancaster (Evp & Cfo) $0 $6,221,959 $498,376
Gregory Adams (Chairman & Ceo) $0 $5,505,365 $707,892
Arthur Southam (Evp, Health Plan Operations) $0 $5,331,038 $506,745
Mark Zemelman (Svp, General Counsel & Secy) $0 $2,074,271 $328,680
Susan Mullaney (Region President Wa) $0 $1,152,270 $671,616
Donald Orndoff (Svp, Nfs) $0 $1,556,215 $176,921
Thomas Meier (Svp, Corporate Treasurer) $0 $1,177,748 $260,343
Alfonse Upshaw (Svp,Corporate Controller & Cao) $0 $948,792 $200,172
William Wiechmann (Assistant Secretary) $0 $670,826 $305,268
Kirk Dobbins (Assistant Secretary) $0 $580,515 $155,166
Hong Sze Yu (Vp, Brd & Corp Gov & Asst Secy) $0 $383,934 $286,903
Bernice Gould (Assistant Secretary) $0 $234,945 $198,256
Margaret E Porfido J (Director) $0 $301,762 -$23,196
Edward Yw Pei (Director) $0 $252,531 $19,000
Cynthia A Telles Phd (Director) $0 $270,608 -$6,498
Leslie S Heisz (Director) $0 $253,287 $8,494
Judith A Johansen Jd (Director) $0 $272,875 -$13,027
Regina M Benjamin Md (Director) $0 $219,168 $36,843
Ramon F Baez (Director) $0 $250,030 $1,555
Maryann Bodayle (Assistant Secretary) $0 $177,929 $69,541
Richard P Shannon Md (Director) $0 $235,500 $8,391
David J Barger (Director) $0 $227,000 $4,554
David F Hoffmeister (Director) $0 $234,880 -$3,793
Jeffrey E Epstein (Director) $0 $251,395 -$26,164

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,414,732
Expenses
$21,609,298
Net Income
-$15,194,566
Net Assets
-$84,312,097
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,421,055
84.5%
Investment Income $1,199,651
18.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$205,974
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,965,923,833
Total Liabilities $2,050,235,930
Net Assets -$84,312,097
Compensation
Key Employees and Officers Compensation Related Other
Ramon F Baez (Director) $0 $222,181 $13,477
David Barger (Director) $0 $198,500 $16,825
Regina M Benjamin Md Mba (Director) $0 $216,734 $15,542
Jeffrey E Epstein (Director) $0 $226,895 $11,038
Leslie S Heisz (Director) $0 $235,287 $12,475
David F Hoffmeister (Director) $0 $222,880 $13,054
Judith A Johansen Jd (Director) $0 $260,324 -$18,131
Kim J Kaiser (Director) $0 $247,260 -$11,160
Edward Y W Pei (Director) $0 $233,531 -$16,551
Margaret E Porfido Jd (Director) $0 $278,762 -$9,170
Richard Shannon Md (Director) $0 $210,000 $34,412
Cynthia A Telles Phd (Director) $0 $251,108 $1,559
Bernard Tyson (Chairman & Ceo) $0 $15,709,853 $2,173,780
Eugene Washington Md (Director) $0 $206,000 $13,686
Maryann Bodayle (Assistant Secretary) $0 $176,012 $17,629
Kirk Lee Dobbins (Assistant Secretary) $0 $317,949 $59,363
Bernice Gould (Assistant Secretary) $0 $238,526 $20,358
Kathryn Lancaster (Evp & Cfo) $0 $3,221,105 $353,313
Thomas Meier (Svp, Corporate Treasurer) $0 $1,211,947 $41,466
Susan Mullaney (Regional President Wa) $0 $1,220,548 $273,530
Donald Orndoff (Svp, Nfs) $0 $1,147,552 $202,084
Arthur Southam (Evp, Health Plan Operations) $0 $3,370,942 $573,089
Alfonse Upshaw (Svp,Corporate Controller & Cao) $0 $813,644 $128,411
William Wiechmann (Assistant Secretary) $0 $532,995 $100,087
Hong Sze Yu (Vp, Brd & Corp Gov & Asst Secy) $0 $361,334 $86,046

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$11,917,351
Expenses
$55,772,919
Net Income
-$67,690,270
Net Assets
-$68,821,857
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,731,856
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$14,649,207
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,990,934,179
Total Liabilities $2,059,756,036
Net Assets -$68,821,857
Compensation
Key Employees and Officers Compensation Related Other
Ramon F Baez (Director) $0 $216,956 $0
David Barger (Director) $0 $129,258 $0
Regina M Benjamin Md Mba (Director) $0 $195,085 $0
Jeffery E Epstein (Director) $0 $209,793 $0
Leslie S Heisz (Director) $0 $221,011 $0
David F Hoffmeister (Director) $0 $228,956 $0
Judith A Johansen Jd (Director) $0 $245,223 $0
Kim J Kaiser (Director) $0 $229,212 $0
Edward Y W Pei (Director) $0 $227,488 $18,000
Margaret E Porfido Jd (Director) $0 $273,015 $0
Richard Shannon Md (Director) $0 $190,000 $18,000
Cynthia A Telles Phd (Director) $0 $233,956 $0
Bernard Tyson (Chairman & Ceo) $0 $10,709,503 $5,373,250
Eugene Washington Md (Director) $0 $193,495 $0
Maryann Bodayle (Assistant Secretary) $0 $172,364 $48,189
Bernice Gould (Assistant Secretary) $0 $211,923 $119,722
Kathryn Lancaster (Evp & Cfo) $0 $2,834,247 $889,086
Thomas Meier (Svp, Corporate Treasurer) $0 $1,125,095 $191,167
Susan Mullaney (Regional President) $0 $1,454,292 $246,464
Donald Orndoff (Svp, Nfs) $0 $974,157 $230,435
Arthur Southam (Evp, Health Plan Operations) $0 $3,230,890 $776,312
Alfonse Upshaw (Svp,Corporate Controller & Cao) $0 $839,199 $168,061
William Wiechmann (Assistant Secretary) $0 $519,827 $227,443
Hong Sze Yu (Vp, Brd & Corp Gov & Asst Secy) $0 $330,937 $179,627
Mark Zemelman (Svp, General Counsel & Secy) $0 $2,447,915 $221,897

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,791,599
Expenses
$17,295,910
Net Income
-$504,311
Net Assets
-$17,103,168
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $18,687,516
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,895,917
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,999,901,436
Total Liabilities $2,017,004,604
Net Assets -$17,103,168

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$86,196
Expenses
$86,196
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $86,196
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,000,086,196
Total Liabilities $2,000,086,196
Net Assets $0

Document Links

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