Civic Intelligence

Kaiser Permanente Labor Management

EIN 94-3382057 • 501(c)5 • Oakland, CA

Profile

To fund cooperative actions between organizations participating in the kaiser permanente medical care program and the coalition of kaiser permanente unions, afl-cio.

One Kaiser Plaza 24 LakesideOakland, CA 94612

www.lmpartnership.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.19x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)5 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.24x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)5 • $25M-$50M nonprofits • Source year 2024

Net Margin

37th percentile

8.7%

Higher net margin than 37% of similar nonprofits.

501(c)5 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

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

501(c)5 • $25M-$50M nonprofits • Source year 2024

Asset Growth

7th percentile

-3.7%

Faster asset growth than 7% of similar nonprofits.

501(c)5 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

2.3%

Faster revenue growth than 30% of similar nonprofits.

501(c)5 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$28,875,574

Down $1,104,237 (-3.7%) from 2023

Liabilities

Down

$5,538,418

Down $3,238,127 (-37%) from 2023

Net Assets

Up

$23,337,156

Up $2,133,890 (+10%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin37th percentile

Revenue

Up

$23,524,060

Up $522,650 (+2.3%) from 2023

Expenses

Down

$21,483,328

Down $2,104,982 (-8.9%) from 2023

Net Income

Up

$2,040,732

Up $2,627,632 (+448%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $15,278,099Liabilities 2010: $5,014,634Net Assets 2010: $10,263,4652010Assets 2011: $14,207,395Liabilities 2011: $4,333,052Net Assets 2011: $9,874,3432011Assets 2012: $15,555,166Liabilities 2012: $5,775,691Net Assets 2012: $9,779,4752012Assets 2013: $20,061,610Liabilities 2013: $5,053,105Net Assets 2013: $15,008,5052013Assets 2014: $21,637,817Liabilities 2014: $5,981,715Net Assets 2014: $15,656,1022014Assets 2015: $20,566,922Liabilities 2015: $6,925,445Net Assets 2015: $13,641,4772015Assets 2016: $22,068,679Liabilities 2016: $5,303,556Net Assets 2016: $16,765,1232016Assets 2017: $28,173,006Liabilities 2017: $9,730,422Net Assets 2017: $18,442,5842017Assets 2018: $29,054,571Liabilities 2018: $9,779,409Net Assets 2018: $19,275,1622018Assets 2019: $31,664,265Liabilities 2019: $11,454,388Net Assets 2019: $20,209,8772019Assets 2020: $32,440,226Liabilities 2020: $9,401,921Net Assets 2020: $23,038,3052020Assets 2021: $27,523,776Liabilities 2021: $5,592,090Net Assets 2021: $21,931,6862021Assets 2022: $27,009,106Liabilities 2022: $5,488,816Net Assets 2022: $21,520,2902022Assets 2023: $29,979,811Liabilities 2023: $8,776,545Net Assets 2023: $21,203,2662023Assets 2024: $28,875,574Liabilities 2024: $5,538,418Net Assets 2024: $23,337,1562024

Highlighted filing

2024

Assets$28,875,574
Liabilities$5,538,418
Net Assets$23,337,156
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20MRevenue 2010: $22,819,484Expenses 2010: $27,990,620Net Income 2010: -$5,171,1362010Expenses 2011: $25,424,6362011Revenue 2012: $25,820,801Expenses 2012: $25,915,669Net Income 2012: -$94,8682012Revenue 2013: $32,242,000Expenses 2013: $26,815,224Net Income 2013: $5,426,7762013Revenue 2014: $31,621,302Expenses 2014: $30,837,837Net Income 2014: $783,4652014Revenue 2015: $31,574,613Expenses 2015: $33,266,773Net Income 2015: -$1,692,1602015Revenue 2016: $35,217,023Expenses 2016: $32,251,267Net Income 2016: $2,965,7562016Revenue 2017: $36,049,011Expenses 2017: $34,494,829Net Income 2017: $1,554,1822017Revenue 2018: $31,643,781Expenses 2018: $30,748,866Net Income 2018: $894,9152018Revenue 2019: $23,334,903Expenses 2019: $22,400,188Net Income 2019: $934,7152019Revenue 2020: $22,060,918Expenses 2020: $19,525,574Net Income 2020: $2,535,3442020Revenue 2021: $19,199,099Expenses 2021: $20,383,317Net Income 2021: -$1,184,2182021Revenue 2022: $19,681,184Expenses 2022: $19,594,364Net Income 2022: $86,8202022Revenue 2023: $23,001,410Expenses 2023: $23,588,310Net Income 2023: -$586,9002023Revenue 2024: $23,524,060Expenses 2024: $21,483,328Net Income 2024: $2,040,7322024

Highlighted filing

2024

Revenue$23,524,060
Expenses$21,483,328
Net Income$2,040,732
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,875,574
Liabilities
$5,538,418
Net assets
$23,337,156
Revenue
$23,524,060
Expenses
$21,483,328
Net income
$2,040,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.9$5.54$23.3$23.5$21.5$2.04
2023Detailed filing. Detailed filing data is available for this year.$30.0$8.78$21.2$23.0$23.6$0.59
2022Detailed filing. Detailed filing data is available for this year.$27.0$5.49$21.5$19.7$19.6$0.09
2021Detailed filing. Detailed filing data is available for this year.$27.5$5.59$21.9$19.2$20.4$1.18
2020Detailed filing. Detailed filing data is available for this year.$32.4$9.40$23.0$22.1$19.5$2.54
2019Detailed filing. Detailed filing data is available for this year.$31.7$11.5$20.2$23.3$22.4$0.93
2018Detailed filing. Detailed filing data is available for this year.$29.1$9.78$19.3$31.6$30.7$0.89
2017Detailed filing. Detailed filing data is available for this year.$28.2$9.73$18.4$36.0$34.5$1.55
2016Detailed filing. Detailed filing data is available for this year.$22.1$5.30$16.8$35.2$32.3$2.97
2015Detailed filing. Detailed filing data is available for this year.$20.6$6.93$13.6$31.6$33.3$1.69
2014Detailed filing. Detailed filing data is available for this year.$21.6$5.98$15.7$31.6$30.8$0.78
2013Detailed filing. Detailed filing data is available for this year.$20.1$5.05$15.0$32.2$26.8$5.43
2012Summary only. Only limited summary data is available for this year.$15.6$5.78$9.78$25.8$25.9$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$4.33$9.87$25.4
2010Summary only. Only limited summary data is available for this year.$15.3$5.01$10.3$22.8$28.0$5.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$23,524,060
Mission and Program Overview

Mission

To fund cooperative actions between organizations participating in the kaiser permanente medical care program and the coalition of kaiser permanente unions, afl-cio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,723,311$18,707,382▲ $984,071
Savings and Temporary Cash Investments$10,074,188$7,751,027▼ $2,323,161
Pledges and Grants Receivable$1,974,363$1,778,034▼ $196,329
Accounts Receivable$149,727$614,331▲ $464,604
Prepaid Expenses and Deferred Charges$58,222$24,800▼ $33,422
Total Assets$29,979,811$28,875,574▼ $1,104,237
Liabilities
Other Liabilities$5,227,000$5,398,682▲ $171,682
Accounts Payable and Accrued Expenses$3,549,545$139,736▼ $3,409,809
Total Liabilities$8,776,545$5,538,418▼ $3,238,127
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,203,266$23,337,156▲ $2,133,890
Total Net Assets Fund Balance$21,203,266$23,337,156▲ $2,133,890
Total Liabilities and Net Assets / Fund Balance$29,979,811$28,875,574▼ $1,104,237
Compensation and Service Providers
Top Officer Pay5th percentile

Board Members and Trustees

NameTitle
Arlene PeasnallTrustee, Co-chair
Meg NiemiTrustee, Co-chair
Steven ShieldsTrustee, Co-chair
Chris ClaggTrustee
David ReganTrustee
Jim PruittTrustee
Kelly GschwendTrustee
Tamara RubynTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Bonadio & Co LLPAccounting & Administation171 SULLYS TRAIL, Pittsford, NY 14534$322,000
Revenue and Support

Revenue Composition

Contributions and Grants
$22,287,075
Program Service Revenue
$0
Investment Income
$1,236,985
Other Revenue
$0
Change in Net Assets
$2,040,732

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,511,944
Revenue Not Reported on Financial Statements
$12,116
Revenue Not Reported on Form 990
$94,969
Total Revenue per Audited Statements
$23,606,913
Total Revenue per Form 990
$23,524,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,483,328
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel---$1,500,074
Fees for Services Other---$509,702
Fees for Services Accounting---$55,827
Other Expenses---$50,551
Fees for Services Legal---$17,052
All Other Expenses---$5,180
Total Functional Expenses$0$0$0$21,483,328

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,483,328
Expenses per Audited Statements$21,471,211
Total Expenses per Audited Statements$21,471,211
Expenses Not Reported on Financial Statements$12,117
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Arlene PeasnallTrustee-No-
Chris ClaggTrustee-No-
Dave ReganTrustee-No-
Jim PruittTrustee-No-
Kelly GschwendTrustee-No-
Meg NiemiTrustee-No-
Steve ShieldsTrustee-No-
Tamara RubynTrustee-No-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Kaiser Permanente$5,398,682
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“In accord with the terms of the trust agreement, kaiser permanente health plan and the coalition kaiser permanente unions, afl-cio, each have the authority to appoint three trustees to the board of trustees.”

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

“A copy of form 990 is reviewed by the trustees having the most financial accumen. A copy of the return as filed is then provided to all trustees.”

Form 990, Part VI, Section B, Line 12C

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, Line 18

“The organization will make its form 1024 and form 990 available upon written request.”

Form 990, Part VI, Section C, Line 19

“The organization adheres to public disclosure laws that apply to it.”

Filing and Contact Details

Filer

Filer Name
Kaiser Permanente Labor Management
EIN
94-3382057
Phone
9252566321
Address
ONE KAISER PLAZA 24 LAKESIDE, OAKLAND, CA 94612

Signing Officer

Name
Chris Clagg
Title
Trustee
Phone
9252566321
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
2001
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Rgp Llp
Address
3478 BUSKIRK AVE STE 308, PLEASANT HILL, CA 94523
Preparer
Thomas Rockwell
Phone
9259540100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The trust has adopted the provisions related to accounting for uncertainty in income taxes, which defines a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The trust's management has considered its tax positions and believes that all of the positions taken by the trust in its federal and state tax returns are more likely than not to be sustained upon examination. Accordingly, no provision has been made for federal or state income taxes. The trust files tax returns with federal and california tax authorities. With few exceptions, the trust is no longer subject to tax examinations by federal tax authorities for years before 2021 or by california tax authorities before 2020.”

Raw XML Appendix388 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.

Path#Value
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IRS990/AllOtherExpensesGrp/TotalAmt05180
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IRS990/OtherExpensesGrp/Desc3EQUIPMENT CHARGES
IRS990/OtherExpensesGrp/TotalAmt019038908
IRS990/OtherExpensesGrp/TotalAmt1209551
IRS990/OtherExpensesGrp/TotalAmt296483
IRS990/OtherExpensesGrp/TotalAmt350551
IRS990/OtherLiabilitiesGrp/BOYAmt05227000
IRS990/OtherLiabilitiesGrp/EOYAmt05398682
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01974363
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01778034
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058222
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024800
IRS990/PrincipalOfficerNm0BOARD OF TRUSTEES
IRS990/PriorPeriodAdjustmentsAmt0-1811
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt022419269
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0582141
IRS990/PYOtherExpensesAmt023588310
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-586900
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt023588310
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023001410
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02040732
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt022287075
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010074188
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07751027
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012117
IRS990ScheduleD/ExpensesSubtotalAmt021471211
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012117
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012116
IRS990ScheduleD/NetUnrealizedGainsInvstAmt094969
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05398682
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO KAISER PERMANENTE
IRS990ScheduleD/RevenueNotReportedAmt094969
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt012116
IRS990ScheduleD/RevenueSubtotalAmt023511944
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ADOPTED THE PROVISIONS RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH DEFINES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST'S MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE TRUST IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. THE TRUST FILES TAX RETURNS WITH FEDERAL AND CALIFORNIA TAX AUTHORITIES. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO TAX EXAMINATIONS BY FEDERAL TAX AUTHORITIES FOR YEARS BEFORE 2021 OR BY CALIFORNIA TAX AUTHORITIES BEFORE 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt021483328
IRS990ScheduleD/TotalLiabilityAmt05398682
IRS990ScheduleD/TotalRevenuePerForm990Amt023524060
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt023606913
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt021471211
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JIM PRUITT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1STEVE SHIELDS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2CHRIS CLAGG
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3MEG NIEMI
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm4TAMARA RUBYN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm5DAVE REGAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm6ARLENE PEASNALL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm7KELLY GSCHWEND
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt5TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt6TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt7TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd30
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd40
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd50
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd60
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd70
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0EACH TRUSTEE IS EITHER AN EMPLOYEE OF (1) KAISER PERMANENTE MANAGEMENT, (2) THE COALITION OF KAISER PERMANENTE UNIONS OR (3) A UNION THAT HAS A COLLECTIVE BARGAINING AGREEMENT WITH KAISER PERMANENTE.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART IV
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN ACCORD WITH THE TERMS OF THE TRUST AGREEMENT, KAISER PERMANENTE HEALTH PLAN AND THE COALITION KAISER PERMANENTE UNIONS, AFL-CIO, EACH HAVE THE AUTHORITY TO APPOINT THREE TRUSTEES TO THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS REVIEWED BY THE TRUSTEES HAVING THE MOST FINANCIAL ACCUMEN. A COPY OF THE RETURN AS FILED IS THEN PROVIDED TO ALL TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL MAKE ITS FORM 1024 AND FORM 990 AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION ADHERES TO PUBLIC DISCLOSURE LAWS THAT APPLY TO IT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KAISER PERMANENTE - ALLIANCE OF HEALTH CARE UNIONS LABOR MGT PARTNERSHIP TR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0836418993
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FUND COOPERATIVE PROGRAMS FOR ALL LEVELS OF EMPLOYEES OF KAISER PERMANENTE.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0ONE KAISER PLAZA 24 LAKESIDE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OAKLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094612
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt029979811
IRS990/TotalAssetsEOYAmt028875574
IRS990/TotalAssetsGrp/BOYAmt029979811
IRS990/TotalAssetsGrp/EOYAmt028875574
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt022287075
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt021483328
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08776545
IRS990/TotalLiabilitiesEOYAmt05538418
IRS990/TotalLiabilitiesGrp/BOYAmt08776545
IRS990/TotalLiabilitiesGrp/EOYAmt05538418
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021203266
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt023337156
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01236985
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt023524060
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt029979811
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028875574
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01500074
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE KAISER PLAZA 24 LAKESIDE
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094612
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTP://WWW.LMPARTNERSHIP.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS CLAGG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09252566321
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAISER PERMANENTE LABOR MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PARTNERSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KAIS
ReturnHeader/Filer/EIN0943382057
ReturnHeader/Filer/PhoneNum09252566321
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE KAISER PLAZA 24 LAKESIDE
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094612
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810742089
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RGP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03478 BUSKIRK AVE STE 308
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523
ReturnHeader/PreparerPersonGrp/PhoneNum09259540100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS ROCKWELL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T17:54:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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