Permanente Medical Group Retired Physicians Association
Nonprofit profile at a glance
- EIN
- 912031390
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2024
- Location
- Berkeley, CA, USA
- Phone
- 5102218174
- Rating
- 36
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Recreational l Clubs
Reported finances
- Revenue
- $57,265
- Expenses
- $46,706
- Assets
- $132,299
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- James Breivis MD (Board President)
- Patricia Conolly MD (Board Vice-President)
People named in this filing
- James Breivis MD (Board President)
- Patricia Conolly MD (Board Vice-President)
- Edward Martin MD (Board Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Foster social relationships and educational opportunities for retired Kaiser Permanente Physicians from the Northern California Region. We use Quarterly newsletters (email), Community Postings (email), and luncheons with speakers.
What it reported doing in 2025
1) Quarterly email newsletters to our 1500 members with information about new and deceased retirees, upcoming luncheons and speakers, recaps of previous speakers, as well as member articles. 2) 2/8/2025 luncheon in Oakland, CA, speaker on the Kaiser Permanente Division of Research on current work, 113 guests. 3) 5/10/2025 luncheon in Berkeley, CA, speaker on the Farallon Islands history, wildlife, research, 152 guests. 4) 8/2/2025 luncheon in South San Francisco, CA, speaker panel on how Climate changes impacts health care, 92 guests. 5) 10/29/2025 luncheon in Sausalito, CA, speaker on the history of Kaiser providing health care at the Richmond Ship yard during World War II, and its transition to the formation of Kaiser Permanente, 104 guests.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- No current program activity. The filing reports no program spending for the current year.
The verdict
REVIEW - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 82
- Sustainability: 69
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 18.4%; rating input score 70; 70th percentile among comparable filings
- Total-asset coverage ratio: 2.83; rating input score 73; 73rd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 16 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 1 filed schedules
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.