Civic Intelligence

Kaiser Foundation Health Plan Inc

990 • Fiscal year 2017 • EIN 47-6685299

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization ProfileN/A
C/O State Street Bank PO Box 5100Boston, MA 02206-0001

(510) 271-6611

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1B+ nonprofits • Source year 2017

Liabilities / Revenue

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1B+ nonprofits • Source year 2017

Net Margin

100th percentile

99%

Higher net margin than 100% of similar nonprofits.

2017 filings • $1B+ nonprofits • Source year 2017

Top Officer Pay

3rd percentile

$5,006

Higher top officer pay than 3% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1B+ nonprofits • Source year 2017

Asset Growth

97th percentile

45%

Faster asset growth than 97% of similar nonprofits.

2017 filings • $1B+ nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-33%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • $1B+ nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$4,482,669,915

Up $1,387,729,598 (+45%) from 2016

Net Assets

Up

$4,482,669,915

Up $1,387,729,598 (+45%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin100th percentile

Revenue

Down

$1,088,003,508

Down $524,149,066 (-33%) from 2016

Expenses

Up

$6,416,540

Up $1,613,516 (+34%) from 2016

Net Income

Down

$1,081,586,968

Down $525,762,582 (-33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0B$6.0B$4.0B$2.0B$0Assets 2014: $400,000,000Liabilities 2014: $0Net Assets 2014: $400,000,0002014Assets 2015: $1,365,144,576Liabilities 2015: $0Net Assets 2015: $1,365,144,5762015Assets 2016: $3,094,940,317Liabilities 2016: $0Net Assets 2016: $3,094,940,3172016Assets 2017: $4,482,669,915Liabilities 2017: $0Net Assets 2017: $4,482,669,9152017Assets 2018: $4,325,784,332Liabilities 2018: $0Net Assets 2018: $4,325,784,3322018Assets 2019: $5,347,159,223Liabilities 2019: $143,717,113Net Assets 2019: $5,203,442,1102019Assets 2020: $5,679,273,121Liabilities 2020: $1,938,646Net Assets 2020: $5,677,334,4752020Assets 2021: $6,263,155,647Liabilities 2021: $2,247,775Net Assets 2021: $6,260,907,8722021Assets 2022: $4,935,690,823Liabilities 2022: $1,963,704Net Assets 2022: $4,933,727,1192022Assets 2023: $5,365,913,783Liabilities 2023: $30,056,312Net Assets 2023: $5,335,857,4712023Assets 2024: $5,390,602,101Liabilities 2024: $77,852,401Net Assets 2024: $5,312,749,7002024

Highlighted filing

2017

Assets$4,482,669,915
Liabilities$0
Net Assets$4,482,669,915
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0B$1.5B$1.0B$500M$0-$500MRevenue 2014: $400,000,000Expenses 2014: $0Net Income 2014: $400,000,0002014Revenue 2015: $1,000,085,939Expenses 2015: $529,956Net Income 2015: $999,555,9832015Revenue 2016: $1,612,152,574Expenses 2016: $4,803,024Net Income 2016: $1,607,349,5502016Revenue 2017: $1,088,003,508Expenses 2017: $6,416,540Net Income 2017: $1,081,586,9682017Revenue 2018: $240,225,369Expenses 2018: $21,749,910Net Income 2018: $218,475,4592018Revenue 2019: $195,443,970Expenses 2019: $38,973,501Net Income 2019: $156,470,4692019Revenue 2020: $528,055,920Expenses 2020: $16,556,865Net Income 2020: $511,499,0552020Revenue 2021: $206,309,367Expenses 2021: $22,418,466Net Income 2021: $183,890,9012021Revenue 2022: $30,093,272Expenses 2022: $21,776,346Net Income 2022: $8,316,9262022Revenue 2023: $202,609,841Expenses 2023: $198,980,613Net Income 2023: $3,629,2282023Revenue 2024: -$101,775,241Expenses 2024: $198,376,515Net Income 2024: -$300,151,7562024

Highlighted filing

2017

Revenue$1,088,003,508
Expenses$6,416,540
Net Income$1,081,586,968
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$1,088,003,508
Mission and Program Overview

Mission

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,094,940,317$4,482,669,915▲ $1,387,729,598
Investments in Publicly Traded Securities$2,892,376,837$4,216,862,930▲ $1,324,486,093
Cash and Non-Interest-Bearing Accounts$201,017,187$263,293,802▲ $62,276,615
Prepaid Expenses and Deferred Charges$1,376,837$2,171,425▲ $794,588
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,094,940,317$4,482,669,915▲ $1,387,729,598
Other Assets Total$169,456$341,758▲ $172,302
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,094,940,317$4,482,669,915▲ $1,387,729,598
Total Liabilities and Net Assets / Fund Balance$3,094,940,317$4,482,669,915▲ $1,387,729,598
Compensation and Service Providers
Top Officer Pay3rd percentile

Employees

NameTitleBaseTotal
State Street Bank Trust CompTrustee$5,006$5,006

Highest Paid Contractors

ContractorServicesLocationCompensation
Aetos Alternatives Management LLCInvestment Mgmt2180 SAND HILL ROAD 410, Menlo Park, CA 94025$1,393,767
Bridgewater LLPInvestment MgmtONE GLENDINNING PLACE, Westport, CT 06880$1,353,449
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,000,000,000
Investment Income
$88,003,508
Other Revenue
$0
Change in Net Assets
$1,081,586,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,411,534
Salaries, Compensation, and Employee Benefits$5,006
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees---$2,747,216
Fees for Services Legal---$29,797
Fees for Services Accounting---$25,128
Fees for Services Management---$20,000
Current Officers, Directors, Trustees, and Key Employees---$5,006
Other Expenses$0$0$0$3,926
Total Functional Expenses$0$0$0$6,416,540
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Lines 1A & 1B & Part VII

“The plan sponsor is the kaiser foundation health plan, inc. The trust is administered by the plan sponsor in accordance with the terms of the trust agreement. As such, the veba does not have a governing body that exercises discretion.”

Form 990, Part VI, Line 8 & Lines 12-15

“These questions are not applicable to this trust. Additionally, the trust does not have any employees, therefore no processes related to employee compensation are in place.”

Form 990, Part VI, Section B, Line 11B

“A complete electronic copy of the organization's form 990 was provided to the trustee for review prior to the filing with the irs.”

Filing and Contact Details

Filer

Filer Name
Kaiser Foundation Health Plan Inc
EIN
47-6685299
In Care Of
% STATE STREET BANK
Phone
5102716611
Address
C/O STATE STREET BANK PO BOX 5100, BOSTON, MA 02206-0001

Signing Officer

Name
Janice Murphy
Title
VP, Pensions & Inv.
Phone
5102716611
Signed
2018-11-09

Organization Details

Principal Officer
State Street Bank
Formed
2014
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
PricewaterhouseCoopers LLP
Address
2001 MARKET ST SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Joanne Krueger
Phone
2673303000
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1 & Part III, Line 1

“The kaiser foundation health plan inc. Retiree health and welfare plan has been established by the plan sponsor for the exclusive purposes of providing benefits under the kaiser foundation health plan, inc. Retiree health and welfare plan including, but not limited to (1) paying insurance premiums for the insured benefit options under the kaiser foundation health plan inc, insured welfare benefit plan for retirees; (2) paying claims and funding the premium subsidy under the kaiser foundation health plan, inc. Retiree medical premium subsidy health reimbursement arrangement plan; (3) paying claims and benefits under the kaiser foundation helath plan, inc. Self funded health plan for retirees, and (4) paying administrative expenses for the veba and the plan.”

Raw XML Appendix387 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE KAISER FOUNDATION HEALTH PLAN INC. RETIREE HEALTH AND WELFARE PLAN HAS BEEN ESTABLISHED BY THE PLAN SPONSOR FOR THE EXCLUSIVE PURPOSES OF PROVIDING BENEFITS UNDER THE KAISER FOUNDATION HEALTH PLAN, INC. RETIREE HEALTH AND WELFARE PLAN INCLUDING, BUT NOT LIMITED TO (1) PAYING INSURANCE PREMIUMS FOR THE INSURED BENEFIT OPTIONS UNDER THE KAISER FOUNDATION HEALTH PLAN INC, INSURED WELFARE BENEFIT PLAN FOR RETIREES; (2) PAYING CLAIMS AND FUNDING THE PREMIUM SUBSIDY UNDER THE KAISER FOUNDATION HEALTH PLAN, INC. RETIREE MEDICAL PREMIUM SUBSIDY HEALTH REIMBURSEMENT ARRANGEMENT PLAN; (3) PAYING CLAIMS AND BENEFITS UNDER THE KAISER FOUNDATION HELATH PLAN, INC. SELF FUNDED HEALTH PLAN FOR RETIREES, AND (4) PAYING ADMINISTRATIVE EXPENSES FOR THE VEBA AND THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN SPONSOR IS THE KAISER FOUNDATION HEALTH PLAN, INC. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH, THE VEBA DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE QUESTIONS ARE NOT APPLICABLE TO THIS TRUST. ADDITIONALLY, THE TRUST DOES NOT HAVE ANY EMPLOYEES, THEREFORE NO PROCESSES RELATED TO EMPLOYEE COMPENSATION ARE IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COMPLETE ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO THE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1 & PART III, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINES 1A & 1B & PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 8 & LINES 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KAISER FOUNDATION HEALTH PLAN INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941340523
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTH CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0ONE KAISER PLAZA SUITE 15L
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094612
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03094940317
IRS990/TotalAssetsEOYAmt04482669915
IRS990/TotalAssetsGrp/BOYAmt03094940317
IRS990/TotalAssetsGrp/EOYAmt04482669915
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06416540
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03094940317
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04482669915
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt01000000000
IRS990/TotalReportableCompFromOrgAmt05006
IRS990/TotalRevenueGrp/ExclusionAmt088003508
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01000000000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01088003508
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03094940317
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04482669915
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 5100
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002206
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JANICE MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, PENSIONS & INV.
ReturnHeader/BusinessOfficerGrp/PhoneNum05102716611
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAISER FOUNDATION HEALTH PLAN INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RETIREE HEALTH AND WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0KAIS
ReturnHeader/Filer/EIN0476685299
ReturnHeader/Filer/InCareOfNm0% STATE STREET BANK
ReturnHeader/Filer/PhoneNum05102716611
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O STATE STREET BANK PO BOX 5100
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0022060001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId082EF70885BAE644EF1B1FCEB45264405E14EF6B4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04C4C4B9893EC382B44A01CC035730476DEEC612F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId023522320183185000062
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.188.33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PricewaterhouseCoopers LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 MARKET ST SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02673303000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE KRUEGER
ReturnHeader/ReturnTs02018-11-14T19:24:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,482,669,915
Liabilities
$0
Net assets
$4,482,669,915
Revenue
$1,088,003,508
Expenses
$6,416,540
Net income
$1,081,586,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,391$77.9$5,313$102$198$300
2023Summary only. Only limited summary data is available for this year.$5,366$30.1$5,336$203$199$3.63
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,936$1.96$4,934$30.1$21.8$8.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,263$2.25$6,261$206$22.4$184
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,679$1.94$5,677$528$16.6$511
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,347$144$5,203$195$39.0$156
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,326$0.00$4,326$240$21.7$218
2017Detailed filing. Detailed filing data is available for this year.$4,483$0.00$4,483$1,088$6.42$1,082
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,095$0.00$3,095$1,612$4.80$1,607
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,365$0.00$1,365$1,000$0.53$1,000
2014Summary only. Only limited summary data is available for this year.$400$0.00$400$400$0.00$400
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • $1B+ nonprofits