KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (EIN 93-0798039)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349301003
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T05:56:58-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930798039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAISER FOUNDATION HEALTH PLAN | BusinessNameLine1Txt |
| Business Name Line2 | OF THE NORTHWEST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHIEF TAX OFFICER | InCareOfNm |
| Business Name Control | KAIS | BusinessNameControlTxt |
| Phone | 5102716611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA - 26TH FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL P WALTON | PersonNm |
| Person Title | CHIEF TAX OFFICER | PersonTitleTxt |
| Phone | 5102716611 | PhoneNum |
| Signature | 2023-10-20 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL P | PersonFirstNm |
| Person Last | WALTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W FRIZ | PreparerPersonNm |
| PTIN | P00438748 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2023-10-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JEFFREY A COLLINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA - 26TH FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,678,829,399 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.kp.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 9341 | TotalEmployeeCnt |
| Total Volunteers | 309 | TotalVolunteersCnt |
| Total Gross UBI | $74,524,039 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $221,250 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $325,563 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,700 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,743,550,397 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,779,770,529 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,657,811 | PYInvestmentIncomeAmt |
| CY Investment Income | -$28,724,990 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,306 | PYOtherRevenueAmt |
| CY Other Revenue | $29,876 | CYOtherRevenueAmt |
| PY Total Revenue | $4,762,536,077 | PYTotalRevenueAmt |
| CY Total Revenue | $4,751,087,115 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $906,339,467 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $854,973,916 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,715,690,370 | PYOtherExpensesAmt |
| CY Other Expenses | $3,960,978,898 | CYOtherExpensesAmt |
| PY Total Expenses | $4,622,029,837 | PYTotalExpensesAmt |
| CY Total Expenses | $4,815,952,814 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $140,506,240 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$64,865,699 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,757,072,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,055,908,871 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $582,156,861 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $648,311,892 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,174,915,755 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,407,596,979 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,257,976,930 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,454,195,356 | RevenueAmt |
| Desc | KAISER FOUNDATION HEALTH PLAN OF NORTHWEST (KFHP-NW) PROVIDES HOSPITAL, MEDICAL, AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE, FOR ITS MEMBERS WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP-NW EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE FOR OUR MEMBERS AND OUR COMMUNITY. KFHP-NW DIRECTLY INVESTS IN IMPROVEMENTS IN COMMUNITY HEALTH BY WORKING TO INCREASE ACCESS TO HEALTH CARE, IMPROVING THE CONDITIONS FOR HEALTH AND EQUITY AND PROVIDING HEALTH EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $291,477,487 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $249,071,972 | RevenueAmt |
| Desc | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (KFHP-NW) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP-NW MEMBERS, BUT ALSO WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2022, A TOTAL OF 86,000 INDIVIDUALS WERE RECEIVING THE BENEFITS OF FULL MEMBERSHIP THROUGH KFHP-NW'S MEDICAID MANAGED CARE PROGRAM AND CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP). IN ADDITION, KFHP-NW PROVIDED HEALTH CARE ON A FEE-FOR-SERVICE BASIS FOR MEDICAID BENEFICIARIES WHO WERE NOT ENROLLED AS KFHP-NW MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $35,333,987 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,750,739 | RevenueAmt |
| Desc | CHARITY CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE) KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (KFHP-NW) PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. KFHP-NW OFFERS FINANCIAL ASSISTANCE THROUGH THE MFA PROGRAM TO HELP FAMILIES AND INDIVIDUALS WITH A DEMONSTRATED FINANCIAL NEED PAY FOR ALL OR PART OF THE COST OF EMERGENCY OR MEDICALLY NECESSARY CARE PROVIDED IN KAISER PERMANENTE FACILITIES AND/OR BY KAISER PERMANENTE PROVIDERS. IN 2022, THIS PROGRAM ASSISTED APPROXIMATELY 17,000 PATIENTS THROUGH FINANCIAL ASSISTANCE. THE CHC PROGRAM OFFERS REGULAR KAISER FOUNDATION HEALTH PLAN MEMBERSHIP AT MINIMAL COST TO LOW INCOME FAMILIES WHO ARE NOT ELIGIBLE FOR OTHER PUBLIC OR PRIVATELY SPONSORED COVERAGE. APPROXIMATEL 800 INDIVIDUALS WERE RECEIVING COMPREHENSIVE HEALTH CARE THROUGH THIS PROGRAM AT THE END OF 2022. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,492,593 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE EXEMPT PURPOSE ACHIEVEMENTS IN SCH O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,492,593 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,589,280,997 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4409 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9341 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIEF TAX OFFICER | PersonNm |
| Phone | 5102716611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA - 26TH FLOOR | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Gregory Adams | ||||||||||
| Chairman & CEO | 4.0 | 46.0 | Yes (X) | Yes (X) | $0 | $13,841,691 | -$144,241 | |||
| Kimberly Horn | ||||||||||
| EVP, Group President, MOC | 3.5 | 46.5 | Yes (X) | $0 | $7,934,857 | -$23,881 | ||||
| Arthur Southam | ||||||||||
| EVP, Health Plan Ops & CGO | 4.0 | 46.0 | Yes (X) | $0 | $5,764,865 | -$158,211 | ||||
| Kathryn Lancaster | ||||||||||
| EVP & Chief Financial Officer | 3.5 | 46.5 | Yes (X) | $0 | $5,726,249 | -$216,576 | ||||
| Mark Zemelman | ||||||||||
| SVP, General Counsel & Secy | 1.0 | 49.0 | $0 | $5,101,508 | $61,868 | Yes (X) | ||||
| Janet Liang | ||||||||||
| EVP, Group President & COO | 3.5 | 46.5 | Yes (X) | $0 | $5,433,297 | -$1,438,203 | ||||
| Ruth Williams-Brinkley | ||||||||||
| Regional President | 0.0 | 50.0 | $0 | $1,899,755 | $36,738 | Yes (X) | ||||
| Vanessa Benavides | ||||||||||
| SVP,Chief Legal Officer & Secy | 1.5 | 48.5 | Yes (X) | $0 | $1,466,903 | $207,776 | ||||
| Jeffrey Collins | ||||||||||
| Regional President - NW | 45.0 | 5.0 | Yes (X) | $0 | $1,690,095 | -$67,865 | ||||
| Thomas Meier | ||||||||||
| SVP, Corporate Treasurer | 1.5 | 48.5 | Yes (X) | $0 | $1,614,705 | -$90,086 | ||||
| Alfonse Upshaw | ||||||||||
| SVP,Corporate Controller & CAO | 0.0 | 50.0 | $0 | $1,101,434 | $12,111 | Yes (X) | ||||
| Donald Orndoff | ||||||||||
| SVP, NFS | 4.0 | 46.0 | Yes (X) | $0 | $1,108,295 | -$33,480 | ||||
| Rebecca Williams | ||||||||||
| VP, CFO - NW | 20.0 | 30.0 | $0 | $596,423 | $115,011 | Yes (X) | ||||
| Ryan Jenson | ||||||||||
| Interim Corp Controller & CAO | 3.5 | 46.5 | Yes (X) | $0 | $659,683 | $5,379 | ||||
| Camille Applin-Jones | ||||||||||
| VP, Ambulatory Care & Clin Svc | 50.0 | 0.0 | $0 | $536,699 | $104,917 | Yes (X) | ||||
| Wendy Watson | ||||||||||
| Regional COO - NW | 50.0 | 0.0 | $0 | $736,500 | -$127,228 | Yes (X) | ||||
| Keith Forrester | ||||||||||
| VP, MSBD - NW | 50.0 | 0.0 | $0 | $597,465 | -$28,035 | Yes (X) | ||||
| Barbara Basney | ||||||||||
| VP, PR, Commns & Brand Mgmt | 50.0 | 0.0 | $0 | $411,261 | $102,113 | Yes (X) | ||||
| Kirk Dobbins | ||||||||||
| Assistant Secretary | 49.5 | 0.5 | Yes (X) | $0 | $478,370 | $31,273 | ||||
| Lucy Savitz | ||||||||||
| VP, Center for Hlth Resrch-NW | 50.0 | 0.0 | $0 | $477,935 | $28,012 | Yes (X) | ||||
| David Lake | ||||||||||
| VP, HPSA | 50.0 | 0.0 | $0 | $486,114 | -$25,074 | Yes (X) | ||||
| William Wiechmann | ||||||||||
| Assistant Secretary | 0.0 | 50.0 | $0 | $597,644 | -$176,636 | Yes (X) | ||||
| Hong-Sze Yu | ||||||||||
| VP, Brd & Corp Gov & Asst Secy | 3.5 | 46.5 | Yes (X) | $0 | $471,975 | -$113,514 | ||||
| Margaret E Porfido JD | ||||||||||
| Director | 0.0 | 3.5 | Yes (X) | $0 | $317,130 | -$14,562 | ||||
| Deanna Dudley | ||||||||||
| VP, Human Resources -Northwest | 50.0 | 0.0 | $0 | $416,255 | -$116,742 | Yes (X) | ||||
| Kristin Bear | ||||||||||
| Assistant Secretary | 4.0 | 46.0 | Yes (X) | $0 | $438,408 | -$148,984 | ||||
| David F Hoffmeister | ||||||||||
| Director | 0.3 | 9.1 | Yes (X) | $0 | $293,262 | -$10,368 | ||||
| Ramon F Baez | ||||||||||
| Director | 0.24 | 4.53 | Yes (X) | $0 | $282,762 | -$5,847 | ||||
| Judith A Johansen JD | ||||||||||
| Director | 0.5 | 9.0 | Yes (X) | $10,900 | $287,792 | -$27,376 | ||||
| Lindsay Liewergen | ||||||||||
| VP, Consumer Experience | 50.0 | 0.0 | $0 | $301,722 | -$47,965 | Yes (X) | ||||
| Matthew T Ryan | ||||||||||
| Director | 0.25 | 7.75 | Yes (X) | $0 | $250,262 | $0 | ||||
| Leslie S Heisz | ||||||||||
| Director | 0.3 | 5.7 | Yes (X) | $0 | $268,005 | -$20,179 | ||||
| Regina M Benjamin MD MBA | ||||||||||
| Director | 0.5 | 7.5 | Yes (X) | $0 | $225,188 | $18,042 | ||||
| Jeffrey E Epstein | ||||||||||
| Director | 0.5 | 7.0 | Yes (X) | $0 | $259,967 | -$18,921 | ||||
| Richard P Shannon MD | ||||||||||
| Director | 0.5 | 5.5 | Yes (X) | $0 | $236,000 | $3,937 | ||||
| A Eugene Washington MD | ||||||||||
| Director | 0.25 | 6.8 | Yes (X) | $0 | $241,500 | -$3,525 | ||||
| Jenny J Ming | ||||||||||
| Director | 0.3 | 4.6 | Yes (X) | $0 | $256,283 | -$20,352 | ||||
| Bernice Gould | ||||||||||
| Assistant Secretary | 1.0 | 49.0 | Yes (X) | $0 | $212,938 | $15,693 | ||||
| David J Barger | ||||||||||
| Director | 0.5 | 10.5 | Yes (X) | $0 | $234,000 | -$6,803 | ||||
| Janet O'Hollaren | ||||||||||
| VP, COO | 0.0 | 0.0 | $0 | $174,637 | $0 | Yes (X) | ||||
| Maryann Bodayle | ||||||||||
| Assistant Secretary | 1.0 | 49.0 | Yes (X) | $0 | $196,255 | -$24,125 | ||||
| Adam Nemer | ||||||||||
| ED, Claims Memb & Ben Admin | 50.0 | 0.0 | $0 | $419,778 | -$275,594 | Yes (X) | ||||
| Edward YW Pei | ||||||||||
| Director | 0.0 | 0.0 | $0 | $52,147 | $0 | Yes (X) | ||||
| Kim J Kaiser | ||||||||||
| Director | 0.0 | 1.0 | $10,900 | $31,504 | $0 | Yes (X) | ||||
| Vivek Sharma | ||||||||||
| Director | 0.1 | 0.9 | Yes (X) | $0 | $22,750 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $59,467,108 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | -$2,069,136 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2360 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KAISER FOUNDATION HOSPITALS | |||||
| ONE KAISER PLAZA | OAKLAND | CA | 94612 | MEDICAL SERVICES | $1,063,611,431 |
| NORTHWEST PERMANENTE PC | |||||
| 500 NE MULTNOMAH ST | PORTLAND | OR | 972322099 | MEDICAL SERVICES | $786,328,261 |
| OREGON HEALTH SCIENCE UNIVERSITY | |||||
| PO BOX 3595 | PORTLAND | OR | 97208 | MEDICAL SERVICES | $108,354,655 |
| SALEM HOSPITAL | |||||
| 890 OAK ST SE | SALEM | OR | 97301 | MEDICAL SERVICES | $107,854,515 |
| PEACEHEALTH SOUTHWEST MEDICAL CENTE | |||||
| PO BOX 748636 | LOS ANGELES | CA | 90074 | MEDICAL SERVICES | $61,428,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 407 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $11,700 | AllOtherContributionsAmt |
| Total Contributions | $11,700 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MEMBERS' DUES | 621491 | $3,025,046,700 | $2,953,294,418 | $71,752,282 | $0 |
| MEDICARE REVENUE | 621491 | $1,154,765,979 | $1,154,765,979 | $0 | $0 |
| SUPPLEMENTAL REVENUE | 621491 | $180,984,772 | $180,984,772 | $0 | $0 |
| NON-PLAN & INDUSTRIAL | 621491 | $6,857,907 | $4,086,150 | $2,771,757 | $0 |
| OTHER PROGRAM SVCS | 621491 | $412,115,171 | $412,115,171 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,779,770,529 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,413,017 | TotalRevenueColumnAmt |
| Exclusion | $22,413,017 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,876,579,361 | SecuritiesAmt |
| Other | $24,916 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,927,320,478 | SecuritiesAmt |
| Other | $421,806 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$50,741,117 | SecuritiesAmt |
| Other | -$396,890 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$51,138,007 | TotalRevenueColumnAmt |
| Exclusion | -$51,138,007 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAFETERIA | Desc |
| Business | 722514 | BusinessCd |
| Total Revenue Column | $29,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,876 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,751,087,115 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,705,246,490 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $74,524,039 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$28,695,114 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,900 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $10,900 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,342,050 | TotalAmt |
| Program Services | $487,758,431 | ProgramServicesAmt |
| Management And General | $20,583,619 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,490,486 | TotalAmt |
| Program Services | $125,490,486 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,579,828 | TotalAmt |
| Program Services | $155,335,166 | ProgramServicesAmt |
| Management And General | $10,244,662 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,550,652 | TotalAmt |
| Program Services | $55,550,652 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,073 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $45,073 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,433 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $705,433 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,424 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $58,424 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,130,381 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,130,381 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,337,202 | TotalAmt |
| Program Services | $1,221,957 | ProgramServicesAmt |
| Management And General | $7,115,245 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,705,218 | TotalAmt |
| Program Services | $16,416,948 | ProgramServicesAmt |
| Management And General | $288,270 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,528,816 | TotalAmt |
| Program Services | $177,325,563 | ProgramServicesAmt |
| Management And General | $63,203,253 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,950,164 | TotalAmt |
| Program Services | $26,950,164 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336,112 | TotalAmt |
| Program Services | $1,278,234 | ProgramServicesAmt |
| Management And General | $57,878 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,866 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $404,866 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,310 | TotalAmt |
| Program Services | $579,310 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,819,502 | TotalAmt |
| Program Services | $61,819,502 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,913,305 | TotalAmt |
| Program Services | $16,913,305 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BASIC CONTRACTUAL PAYMENTS | $1,886,191,452 | $1,886,191,452 | $0 | $0 |
| MEDICAL & OTHER SUPPLIES | $684,738,590 | $621,716,862 | $63,021,728 | $0 |
| PURCHASED MEDICAL SERVICES | $639,056,941 | $639,056,941 | $0 | $0 |
| INTER-REGIONAL CHARGES | $280,715,763 | $275,290,104 | $5,425,659 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,762,346 | TotalAmt |
| Program Services | $40,385,920 | ProgramServicesAmt |
| Management And General | $54,376,426 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,815,952,814 | TotalAmt |
| Program Services | $4,589,280,997 | ProgramServicesAmt |
| Management And General | $226,671,817 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,886,045 | BOYAmt |
| EOY | $5,696,599 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,783,700 | BOYAmt |
| EOY | $120,194,575 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,634,237 | BOYAmt |
| EOY | $39,062,749 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,730,346 | BOYAmt |
| EOY | $665,459,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,061,192,565 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $622,734,763 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,280,725 | BOYAmt |
| EOY | $438,457,802 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,050,895 | BOYAmt |
| EOY | $679,930,843 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,706,668 | BOYAmt |
| EOY | $107,107,097 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,757,072,616 | BOYAmt |
| EOY | $2,055,908,871 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,013,228 | BOYAmt |
| EOY | $323,389,209 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,235,586 | BOYAmt |
| EOY | $57,335,659 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,908,047 | BOYAmt |
| EOY | $267,587,024 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,156,861 | BOYAmt |
| EOY | $648,311,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,712,722 | BOYAmt |
| EOY | $179,712,722 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,203,033 | BOYAmt |
| EOY | $1,227,884,257 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,174,915,755 | BOYAmt |
| EOY | $1,407,596,979 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,757,072,616 | BOYAmt |
| EOY | $2,055,908,871 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$64,865,699 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,006,681 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $299,553,604 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $738,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $818,201 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $325,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,700 | CurrentTaxYearAmt |
| Total | $1,917,242 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,180,613,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,467,072,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,634,650,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,740,085,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,776,998,772 | CurrentTaxYearAmt |
| Total | $22,799,421,107 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,180,636,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,467,811,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,635,468,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,740,411,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,777,010,472 | CurrentTaxYearAmt |
| Total | $22,801,338,349 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $22,801,338,349 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,252,630 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,730,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,986,083 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,242,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,413,017 | CurrentTaxYearAmt |
| Total | $108,624,204 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,163 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $441,544 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $186,780 | CurrentTaxYearAmt |
| Total | $1,360,857 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,466,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,994,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,241,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,683,798 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,599,797 | CurrentTaxYearAmt |
| Total | $109,985,061 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $277,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,876 | CurrentTaxYearAmt |
| Total | $309,441 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,206,103,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,494,805,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,656,987,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,754,097,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,799,640,145 | CurrentTaxYearAmt |
| Total | $22,911,632,851 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99519 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99504 | PublicSupportPY509Pct |
| Investment Income CY | 0.00480 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00495 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $52,979 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $68,174 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $121,153 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Lines 1a through 1i | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES THE ORGANIZATION ("KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST" AKA "KFHP NW") IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM (KP) AND PARTICIPATED IN AND BENEFITED FROM LOBBYING ACTIVITIES CONDUCTED AT THE REGIONAL AND NATIONAL LEVELS FOR THE BENEFIT OF ITS ENROLLED MEMBERS, THE BROADER COMMUNITY AND FOR THE HEALTH CARE INDUSTRY AS A WHOLE. AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), KFHP NW HAS A POLICY PROHIBITING ANY OF KFHP NW'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR THIS ORGANIZATION MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. KFHP NW ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS TO VARIOUS FEDERAL, STATE, AND LOCAL OFFICIALS REGARDING MATTERS WHICH AFFECTED THE HEALTHCARE INDUSTRY AS A WHOLE. THE AMOUNT OF MONEY INVOLVED IN THE ACTIVITIES IS DETAILED ON LINES A THROUGH I. KP EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT KFHP NW'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT FEDERAL AND STATE LEGISLATION HAVING AN IMPACT ON KP'S CHARITABLE ACTIVITIES AS AN EXEMPT HEALTH MAINTENANCE ORGANIZATION. THESE INDIVIDUALS ATTEMPT TO ENSURE THAT PROPOSED LEGISLATION AND ENACTED LAWS ARE COMPATIBLE WITH THE INTERESTS OF KP, ITS MEMBERS AND ITS PATIENTS BY PERFORMING THE FOLLOWING ACTIVITIES: - COLLECTING, ANALYZING AND DISTRIBUTING WITHIN THE ORGANIZATION, PUBLIC AND PRIVATE POLICY RECOMMENDATIONS REGARDING PROPOSED LEGISLATION THAT AFFECT THE OPERATION OF KFHP NW AND ITS ABILITY TO PROVIDE QUALITY HEALTH AND MEDICAL CARE SERVICES TO ITS MEMBERS AND THE BROADER COMMUNITY IN A COST EFFECTIVE MANNER. - PROVIDING APPROPRIATE INFORMATIONAL MATERIALS TO LEGISLATORS AND THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF KFHP NW. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF KFHP NW OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF KFHP NW. OTHER EMPLOYEES AND OFFICERS PERFORM SERVICES BY DELIVERING SPEECHES AT VARIOUS PUBLIC AND PRIVATE FUNCTIONS AND IN SERVING AS FACULTY IN HEALTHCARE RELATED EDUCATIONAL PROGRAMS THROUGHOUT THE COMMUNITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,172,657 | OtherCostOrOtherBasisAmt |
| Book Value | $37,172,657 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $751,214,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $446,264,974 | DepreciationAmt |
| Book Value | $304,949,270 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,277,187 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,933,534 | DepreciationAmt |
| Book Value | $18,343,653 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $175,162,637 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,461,496 | DepreciationAmt |
| Book Value | $44,701,141 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,365,840 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,074,759 | DepreciationAmt |
| Book Value | $33,291,081 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $438,457,802 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $81,785,259 |
| OPERATING RIGHT-OF-USE ASSETS | $24,728,637 |
| OTHER CURRENT ASSETS | -$2,759 |
| TOTAL OTHER LT ASSETS | $595,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $107,107,097 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE ORGANIZATIONS | $99,739,692 |
| SELF-INSURED RISKS | $110,805,330 |
| OPERATING LEASE LIABILITIES | $18,974,041 |
| OTHER CURRENT LIABILITIES | $34,647,228 |
| OTHER LIABILITIES | $3,420,733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $267,587,024 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 | FormAndLineReferenceDesc |
| Explanation | ASC 740 Footnote THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER ASC 740. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (43 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gregory Adams | ||||||||||||||
| Chairman & CEO | $0 | $2,047,443 | $0 | $10,474,474 | $0 | $1,319,774 | $0 | -$174,968 | $0 | $30,727 | $0 | $13,697,450 | $0 | $3,911,483 |
| Kimberly Horn | ||||||||||||||
| EVP, Group President, MOC | $0 | $1,082,278 | $0 | $1,485,441 | $0 | $5,367,138 | $0 | -$55,947 | $0 | $32,066 | $0 | $7,910,976 | $0 | $5,314,752 |
| Arthur Southam | ||||||||||||||
| EVP, Health Plan Ops & CGO | $0 | $1,230,780 | $0 | $3,936,502 | $0 | $597,583 | $0 | -$191,552 | $0 | $33,341 | $0 | $5,606,654 | $0 | $919,210 |
| Kathryn Lancaster | ||||||||||||||
| EVP & Chief Financial Officer | $0 | $1,228,774 | $0 | $3,936,502 | $0 | $560,973 | $0 | -$235,465 | $0 | $18,889 | $0 | $5,509,673 | $0 | $916,667 |
| Mark Zemelman | ||||||||||||||
| SVP, General Counsel & Secy | $0 | $339,902 | $0 | $3,880,962 | $0 | $880,644 | $0 | $41,523 | $0 | $20,345 | $0 | $5,163,376 | $0 | $124,044 |
| Janet Liang | ||||||||||||||
| EVP, Group President & COO | $0 | $1,226,839 | $0 | $2,031,076 | $0 | $2,175,382 | $0 | -$1,473,584 | $0 | $35,381 | $0 | $3,995,094 | $0 | $2,124,667 |
| Ruth Williams-Brinkley | ||||||||||||||
| Regional President | $0 | $782,383 | $0 | $1,050,458 | $0 | $66,914 | $0 | $13,391 | $0 | $23,347 | $0 | $1,936,493 | $0 | $0 |
| Vanessa Benavides | ||||||||||||||
| SVP,Chief Legal Officer & Secy | $0 | $687,727 | $0 | $726,916 | $0 | $52,260 | $0 | $189,045 | $0 | $18,731 | $0 | $1,674,679 | $0 | $0 |
| Jeffrey Collins | ||||||||||||||
| Regional President - NW | $0 | $764,902 | $0 | $631,573 | $0 | $293,620 | $0 | -$100,524 | $0 | $32,659 | $0 | $1,622,230 | $0 | $0 |
| Thomas Meier | ||||||||||||||
| SVP, Corporate Treasurer | $0 | $568,446 | $0 | $904,341 | $0 | $141,918 | $0 | -$116,603 | $0 | $26,517 | $0 | $1,524,619 | $0 | $107,580 |
| Alfonse Upshaw | ||||||||||||||
| SVP,Corporate Controller & CAO | $0 | $523,570 | $0 | $537,804 | $0 | $40,060 | $0 | -$13,649 | $0 | $25,760 | $0 | $1,113,545 | $0 | $0 |
| Donald Orndoff | ||||||||||||||
| SVP, NFS | $0 | $480,731 | $0 | $482,522 | $0 | $145,042 | $0 | -$64,998 | $0 | $31,518 | $0 | $1,074,815 | $0 | $0 |
| Rebecca Williams | ||||||||||||||
| VP, CFO - NW | $0 | $362,383 | $0 | $168,056 | $0 | $65,984 | $0 | $87,889 | $0 | $27,122 | $0 | $711,434 | $0 | $0 |
| Ryan Jenson | ||||||||||||||
| Interim Corp Controller & CAO | $0 | $305,299 | $0 | $203,216 | $0 | $151,168 | $0 | -$22,147 | $0 | $27,526 | $0 | $665,062 | $0 | $0 |
| Camille Applin-Jones | ||||||||||||||
| VP, Ambulatory Care & Clin Svc | $0 | $344,268 | $0 | $153,868 | $0 | $38,563 | $0 | $68,546 | $0 | $36,371 | $0 | $641,616 | $0 | $0 |
| Wendy Watson | ||||||||||||||
| Regional COO - NW | $0 | $450,627 | $0 | $259,999 | $0 | $25,874 | $0 | -$156,184 | $0 | $28,956 | $0 | $609,272 | $0 | $0 |
| Keith Forrester | ||||||||||||||
| VP, MSBD - NW | $0 | $319,447 | $0 | $237,273 | $0 | $40,745 | $0 | -$53,720 | $0 | $25,685 | $0 | $569,430 | $0 | $0 |
| Barbara Basney | ||||||||||||||
| VP, PR, Commns & Brand Mgmt | $0 | $245,007 | $0 | $114,016 | $0 | $52,238 | $0 | $74,790 | $0 | $27,323 | $0 | $513,374 | $0 | $0 |
| Kirk Dobbins | ||||||||||||||
| Assistant Secretary | $0 | $285,047 | $0 | $174,690 | $0 | $18,633 | $0 | $3,278 | $0 | $27,995 | $0 | $509,643 | $0 | $0 |
| Lucy Savitz | ||||||||||||||
| VP, Center for Hlth Resrch-NW | $0 | $202,594 | $0 | $154,076 | $0 | $121,265 | $0 | $17,129 | $0 | $10,883 | $0 | $505,947 | $0 | $77,585 |
| David Lake | ||||||||||||||
| VP, HPSA | $0 | $57,969 | $0 | $159,457 | $0 | $268,688 | $0 | -$34,486 | $0 | $9,412 | $0 | $461,040 | $0 | $189,971 |
| William Wiechmann | ||||||||||||||
| Assistant Secretary | $0 | $313,805 | $0 | $221,723 | $0 | $62,116 | $0 | -$205,048 | $0 | $28,412 | $0 | $421,008 | $0 | $0 |
| Hong-Sze Yu | ||||||||||||||
| VP, Brd & Corp Gov & Asst Secy | $0 | $293,512 | $0 | $158,442 | $0 | $20,021 | $0 | -$141,683 | $0 | $28,169 | $0 | $358,461 | $0 | $0 |
| Margaret E Porfido JD | ||||||||||||||
| Director | $0 | $295,500 | $0 | $0 | $0 | $21,630 | $0 | -$14,562 | $0 | $0 | $0 | $302,568 | $0 | $0 |
| Deanna Dudley | ||||||||||||||
| VP, Human Resources -Northwest | $0 | $211,130 | $0 | $194,176 | $0 | $10,949 | $0 | -$134,878 | $0 | $18,136 | $0 | $299,513 | $0 | $0 |
| Kristin Bear | ||||||||||||||
| Assistant Secretary | $0 | $275,913 | $0 | $139,679 | $0 | $22,816 | $0 | -$169,385 | $0 | $20,401 | $0 | $289,424 | $0 | $0 |
| David F Hoffmeister | ||||||||||||||
| Director | $0 | $279,500 | $0 | $0 | $0 | $13,762 | $0 | -$10,368 | $0 | $0 | $0 | $282,894 | $0 | $0 |
| Ramon F Baez | ||||||||||||||
| Director | $0 | $269,000 | $0 | $0 | $0 | $13,762 | $0 | -$5,847 | $0 | $0 | $0 | $276,915 | $0 | $0 |
| Judith A Johansen JD | ||||||||||||||
| Director | $10,900 | $284,500 | $0 | $0 | $0 | $3,292 | $0 | -$27,376 | $0 | $0 | $10,900 | $260,416 | $0 | $0 |
| Lindsay Liewergen | ||||||||||||||
| VP, Consumer Experience | $0 | $244,199 | $0 | $42,422 | $0 | $15,101 | $0 | -$80,991 | $0 | $33,026 | $0 | $253,757 | $0 | $0 |
| Matthew T Ryan | ||||||||||||||
| Director | $0 | $236,500 | $0 | $0 | $0 | $13,762 | $0 | $0 | $0 | $0 | $0 | $250,262 | $0 | $0 |
| Leslie S Heisz | ||||||||||||||
| Director | $0 | $249,000 | $0 | $0 | $0 | $19,005 | $0 | -$20,179 | $0 | $0 | $0 | $247,826 | $0 | $0 |
| Regina M Benjamin MD MBA | ||||||||||||||
| Director | $0 | $216,000 | $0 | $0 | $0 | $9,188 | $0 | $18,042 | $0 | $0 | $0 | $243,230 | $0 | $0 |
| Jeffrey E Epstein | ||||||||||||||
| Director | $0 | $251,000 | $0 | $0 | $0 | $8,967 | $0 | -$18,921 | $0 | $0 | $0 | $241,046 | $0 | $0 |
| Richard P Shannon MD | ||||||||||||||
| Director | $0 | $236,000 | $0 | $0 | $0 | $0 | $0 | $3,937 | $0 | $0 | $0 | $239,937 | $0 | $0 |
| A Eugene Washington MD | ||||||||||||||
| Director | $0 | $241,500 | $0 | $0 | $0 | $0 | $0 | -$3,525 | $0 | $0 | $0 | $237,975 | $0 | $0 |
| Jenny J Ming | ||||||||||||||
| Director | $0 | $231,500 | $0 | $0 | $0 | $24,783 | $0 | -$20,352 | $0 | $0 | $0 | $235,931 | $0 | $0 |
| Bernice Gould | ||||||||||||||
| Assistant Secretary | $0 | $132,832 | $0 | $34,789 | $0 | $45,317 | $0 | $8,894 | $0 | $6,799 | $0 | $228,631 | $0 | $0 |
| David J Barger | ||||||||||||||
| Director | $0 | $234,000 | $0 | $0 | $0 | $0 | $0 | -$6,803 | $0 | $0 | $0 | $227,197 | $0 | $0 |
| Janet O'Hollaren | ||||||||||||||
| VP, COO | $0 | $0 | $0 | $154,635 | $0 | $20,002 | $0 | $0 | $0 | $0 | $0 | $174,637 | $0 | $14,567 |
| Maryann Bodayle | ||||||||||||||
| Assistant Secretary | $0 | $175,247 | $0 | $18,737 | $0 | $2,271 | $0 | -$34,504 | $0 | $10,379 | $0 | $172,130 | $0 | $0 |
| Edward YW Pei | ||||||||||||||
| Director | $0 | $0 | $0 | $0 | $0 | $52,147 | $0 | $0 | $0 | $0 | $0 | $52,147 | $0 | $41,442 |
| Kim J Kaiser | ||||||||||||||
| Director | $10,900 | $17,500 | $0 | $0 | $0 | $14,004 | $0 | $0 | $0 | $0 | $10,900 | $31,504 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, line 3 | THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED BELOW TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF A RELATED ORGANIZATION. |
| SCHEDULE J, PART I, LINE 4A | Mark Zemelman $ 465,099 Adam Nemer 372,837 LISTED PERSONS PARTICIPATED IN SEPARATION ARRANGEMENTS. DEPENDING ON POSITION LEVEL, TENURE, AND SEPARATION REASON, BENEFITS PAYABLE UNDER THESE ARRANGEMENTS PROVIDE FOR PAY AND HEALTH BENEFITS CONTINUATION PLUS PAYMENT OF ACCRUED OBLIGATIONS. IN ADDITION, FOR SOME OF THE LISTED PERSONS, BENEFITS PAYABLE INCLUDE PRORATED INCENTIVE AWARDS FOR PERFORMANCE PERIODS NOT YET ENDED. NONE OF THE LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO CHANGE-OF-CONTROL PAYMENTS. |
| SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Gregory Adams $ 1,189,653 Kimberly Horn 5,314,752 Arthur Southam 536,824 Kathryn Lancaster 500,214 Mark Zemelman 371,550 Janet Liang 2,124,667 Jeffrey Collins 236,325 Thomas Meier 89,053 Donald Orndoff 110,897 Lucy Savitz 104,536 David Lake 240,690 William Wiechmann 42,771 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE. |
| Schedule J, Part I, line 7 | NON-FIXED PAYMENTS THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO SOME OF THE PERSONS LISTED. PAYMENTS WERE MADE UNDER DISCRETIONARY BONUS PROGRAMS AND INCENTIVE PLANS, BASED ON ATTAINMENT OF ORGANIZATIONAL PERFORMANCE GOALS AND INDIVIDUAL PERFORMANCE, DESIGNED TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE HIGH-QUALITY, AFFORDABLE CARE AND IMPROVE THE HEALTH OF ITS MEMBERS AND THE COMMUNITIES IT SERVES. THE PLANS' ORGANIZATIONAL PERFORMANCE GOALS INCLUDED: QUALITY OF CARE AND SERVICE, MEMBERSHIP GROWTH, OPERATING INCOME, PER MEMBER EXPENSE TREND, AND COMMUNITY BENEFIT. PLAN DESIGNS, PERFORMANCE, AND PAYOUT LEVELS, AS WELL AS INDIVIDUAL PAYMENTS TO CERTAIN PERSONS, WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED OF INDEPENDENT DIRECTORS. |
| SCHEDULE J, PART II, COLUMN F | AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN F INCLUDE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION, AS WELL AS DISTRIBUTIONS FROM A 457(B) PLAN THAT WERE PREVIOUSLY REPORTED AS REPORTABLE COMPENSATION IN ACCORDANCE WITH FORM 990 INSTRUCTIONS. |
| SCHEDULE J, PART II, COLUMN C | THE ACTUARIAL VALUE FOR THE MAJORITY OF INDIVIDUALS' DEFINED BENEFIT PLAN DECLINED IN 2022, RESULTING IN NEGATIVE COMPENSATION FOR CERTAIN EXECUTIVES. THE ACTUARIAL INCREASE OR DECREASE IN VALUE MAY CHANGE FOR VARIOUS REASONS, INCLUDING CONTINUED SERVICE, AGE, AND CHANGES IN ASSUMPTIONS. THE DECLINE IN ACTUARIAL VALUE OF BENEFITS DURING 2022 IS PRIMARILY DUE TO SIGNIFICANT INCREASE IN MARKET INTEREST RATES, RESULTING IN LOWER PRESENT VALUE OF BENEFITS COMPARED TO THE PRIOR YEAR. THE ACTUAL DOLLARS RECEIVED FROM THE DEFINED BENEFIT PLAN UPON RETIREMENT ARE NOT AFFECTED BY THE INTEREST RATE INCREASES. CERTAIN BOARD MEMBERS ARE ELIGIBLE FOR A RETIREE MEDICAL BENEFIT FOLLOWING RETIREMENT FROM THE BOARD. THE ACTUARIAL INCREASE OR DECREASE IN VALUE MAY CHANGE FOR VARIOUS REASONS, INCLUDING CONTINUED SERVICE, AGE, AND CHANGES IN ASSUMPTIONS, RESULTING IN NEGATIVE VALUES IN COLUMN (C) IN SOME INSTANCES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (30 entries)
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| FORM 990, PART III, LINES 4A - 4D | I. Introduction A. About Kaiser Permanente Founded in 1945, Kaiser Permanente is recognized as one of America's leading health care providers and nonprofit health plans. We currently serve 12.6 million members in 8 states and the District of Columbia. We were created to meet the challenge of providing American workers with medical care during the Great Depression and World War II, when most people could not afford to go to a doctor. Since our beginnings, we have been committed to helping shape the future of healthcare. Kaiser Permanente exists to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. Kaiser Permanente's integrated health care model means we seamlessly provide care and coverage together with a wide range of services under one roof, whether in a Kaiser Permanente medical office or hospital, or at a contracted facility. Care for members and patients is focused on their total health and guided by their personal Permanente Medical Group physicians, specialists, and team of caregivers. Our expert and caring medical teams are empowered and supported by industry-leading technology advances and tools for health promotion, disease prevention, state-of-the-art care delivery, and world-class chronic disease management. Kaiser Permanente is dedicated to care innovations, clinical research, health education, and the support of community health. |
| B. Kaiser Permanente's Approach to Community Health | At Kaiser Permanente, we recognize that where we live, work, learn, and play has a big impact on our health and well-being. We are driven by our mission to improve the health of our members and the communities we serve. To be our healthiest we need more than high-quality medical care - we need to improve the conditions for health and equity in the communities we serve. This means addressing all the factors that affect health, such as having a safe place to live, enough money to pay the bills, access to healthy meals, and meaningful social connections. Kaiser Permanente is accelerating efforts to broaden the scope of our work - and ultimately create healthier, more equitable communities for all. |
| C.Kaiser Permanentes Total Contribution | Kaiser Permanente provided $2.8 billion in 2022 to improve the health of our communities. The amounts attributable to Kaiser Foundation Health Plan of the Northwest is $77.5 million as follows: - Financial Assistance at cost - $30.6 million - Medicaid - $34.9 million - Costs of other means-tested government programs - $7.5 million - Community health improvement services and community benefit operations - $4.5 million In addition to our direct spend, we also leverage assets from across Kaiser Permanente to help us achieve our mission to improve the health of communities. This "Total Health" strategy includes our widely recognized activities around supplier diversity, socially responsible investing and environmental stewardship. Kaiser Foundation Health Plan of the Northwest partners with Kaiser Foundation Hospitals to provide health care services and improve the health of the communities we serve. |
| II.Health Access | Ensuring health access means serving those most in need of health care through Medicaid, medical financial assistance, charitable health coverage, and other forms of subsidized care and coverage. It also means connecting people with wrap-around social services, healthy meals, affordable homes, safe playgrounds, and supportive schools. For many low-income people without access to health care coverage, or for those who lose their jobs and can't maintain health care coverage, an emergency room is often the only place they receive care. At Kaiser Permanente, we're working to change that with programs that lower financial barriers by providing deeply subsidized health coverage and medical financial assistance for care. We also provide information about how to access and qualify for public programs such as Medicaid and financial assistance through the marketplace to individuals who may be eligible. Kaiser Foundation Health Plan of the Northwest supports the health access needs of our communities through a combination of coverage and care programs. We provide coverage to low-income populations through our participation in government programs like Medicaid and the Children's Health Insurance Programs (CHIP) and via our own Charitable Health Coverage (CHC) program, which provides a premium subsidy for Kaiser Permanente coverage for qualified low-income families and children who do not have access to public or private health coverage. Similarly, we provide care to low-income populations through two key vehicles: first, via our treatment of Medicaid and CHIP enrollees, and second, via the Medical Financial Assistance (MFA) program, which is Kaiser Permanente's traditional charity care or financial assistance program (FAP). For Kaiser Foundation Health Plan, Inc. and all of its subsidiary health plans, the main way to address health access challenges is by absorbing the cost of the coverage and care programs described above. |
| A.Coverage | Having health coverage means consistent access to comprehensive and continuous medical and preventative services for people to get and stay healthy, a much better alternative to episodic care at emergency departments. Coverage is good for the patient, good for Kaiser Permanente and good for the US overall because it helps people get and stay healthy and avoid costly hospital services. i. Coverage provided through Medicaid, CHIP and other government programs The Affordable Care Act has had a far-reaching impact on the landscape of government-sponsored programs, as these options have become a key source of health coverage for a significant portion of the US population. Kaiser Permanente has responded to this challenge by developing organizational strategies to enable individuals with low incomes to obtain and/or retain health coverage through Medicaid, CHIP or other government programs, even as their personal or financial circumstances may be changing. At the end of 2022, Kaiser Foundation Health Plan of the Northwest was providing coverage to a total of 86,000 people through these government programs. ii. Coverage provided through CHC CHC is a unique approach to caring for low-income uninsured persons in the community. The program provides a premium subsidy for a KFHP off-exchange plan to low-income individuals and families who are not eligible for other public or privately sponsored coverage. Eligible participants receive a regular KFHP membership card and have access to the same services and providers as other KFHP individual and family plan members. CHC members also receive cost sharing support that eliminates out-of-pocket costs for most covered services provided at Kaiser Permanente facilities. CHC provides individuals/families who would otherwise not have access to coverage, consistent access through the "front door" of the health delivery system, including a medical home and preventive services, better alternatives than episodic care. At the end of 2022, Kaiser Foundation Health Plan of the Northwest was providing coverage to approximately 800 people through the CHC program. |
| B.Care | To get and/or stay healthy, people need access to high quality care by providers they trust. This care must include preventative services and required medications so that people can avoid ending up in the emergency room or requiring more extensive services down the line. Kaiser Permanente helps low-income populations gain access to this type of care by leveraging the full scope of its integrated delivery system, including not only critical hospital-based services but also outpatient primary, specialty and pharmacy services. i. Care provided through Medicaid, CHIP and other government programs Kaiser Permanente provides a wide range of health care services to individuals enrolled in Medicaid, CHIP and other government programs, regardless of whether they are assigned to Kaiser Permanente or not. In addition to the individuals who received health coverage in 2022 due to Kaiser Permanente's participation in these government programs, Kaiser Foundation Health Plan of the Northwest also subsidized care to people who are enrolled in these programs but not formally assigned to Kaiser Foundation Health Plan. ii. Care subsidized by MFA Medical Financial Assistance program (MFA) helps low-income, uninsured, and underinsured patients receive access to care. The program provides temporary financial assistance or free care to patients who receive health care services from our providers, regardless of whether they have health coverage or are uninsured. Eligibility for financial assistance is based on financial need. In general, patients whose household income is at or below 300%, and in some regions up to 400%, of the federal poverty limit are eligible for the MFA program. Patients who are experiencing high medical expenses as compared to their income may be eligible under high medical expenses criteria, regardless of household income. The MFA program covers emergency and medically necessary health care services, pharmacy services and products, and medical supplies provided at Kaiser Permanente facilities (such as hospitals, medical centers, and medical office buildings), at Kaiser Permanente outpatient pharmacies, or by Kaiser Permanente providers. Over the course of 2022, Kaiser Foundation Health Plan of the Northwest subsidized care for approximately 17,000 people through the MFA program. |
| C.Safety-Net Partnerships | Safety net providers are a mix of public hospitals, community-based organizations such as federally qualified health centers, and other health care organizations. Safety-net health care providers provide care for patients who have low incomes and/or are uninsured regardless of their ability to pay. In Kaiser Permanente service areas, federally qualified health centers serve the uninsured, Medicaid, and other vulnerable populations. In addition to working families, children, the elderly, and the disabled, health centers serve students, people experiencing homelessness, people living in public housing, agricultural workers, and veterans. Strengthening the safety net advances our mission to improve the health of the communities we serve as well as our equity agenda. Our communities' most vulnerable populations, including a disproportionate number of low-income people of color, rely on the safety net for their health care needs. Our support ensures that communities have access to a strong safety net that can equitably meet patients' needs and improve health outcomes. As we continue to confront COVID-19, ensuring that low-income patients and people experiencing homelessness continue to have access to high-quality health care is more important than ever. Kaiser Foundation Health Plan of the Northwest collaborated with the Oregon Community Foundation to support The Health Systems Access to Care Fund, which was created through a partnership between Kaiser Permanente, Providence Health & Services, Legacy Health, Peace Health, and CareOregon. The Fund provides direct support to community clinics in Oregon and SW Washington that serve uninsured and underinsured people with no other access to care. Safety net clinics, particularly those known as community supported clinics, are often the only source of healthcare for people left out of health insurance programs. Community supported clinics typically serve uninsured and underinsured individuals. The Health Systems Access to Care Fund has shown health systems can work together around a common goal that is addressing community health needs, primarily access to care. |
| III.Community Health | Healthy individuals need healthy communities, and healthy communities need healthy people to thrive. At Kaiser Permanente, we are working to improve the conditions for health and equity in communities by addressing the root causes of health, such as healthy food, economic opportunity, affordable housing, and safe and supportive schools. We screen patients for social factors influencing their health and help connect them to community-based resources and public benefit programs when needed. These improvements grow from our collaboration with each community to co-design and co-create solutions that truly make a positive impact. By engaging communities, our sizeable workforce, and all of our organization's considerable assets, we are working to create communities that are among the healthiest in the nation, and inspiring greater health for America and the world. |
| A.Economic Opportunity | Inclusive economic growth is critical to both individual and community health. When there is a lack of economic opportunity in communities, the prospects for upward social mobility are diminished, often resulting in poorer health and higher mortality rates for people living in those communities. By contrast, economic growth and opportunity provides individuals with jobs, income, a sense of purpose, and opportunities to improve their circumstances overtime. As a large, influential institution in our communities, Kaiser Permanente also recognizes that the way we do business can support economic opportunity in local communities through how we hire, purchase, build our facilities and partner with communities. Some ways that we're helping revitalize and grow our communities by strengthening economic opportunity include: - Providing good jobs to individuals facing barriers to employment through high-impact hiring and workforce pipeline efforts. - Pursuing a social impact investment strategy to support impact investments aimed at addressing key social issues that have a significant impact on health. - Purchasing goods and services from local minority- and women-owned businesses and encouraging good employment practices by our vendor partners. - Building new facilities with an emphasis on positive local community impact, including local construction hiring, local and diverse purchasing, healthy and sustainable design features, neighborhood revitalization, and deep community engagement. - Partnering with community organizations to grow local business capacity, increase access to good jobs, and support stable, quality, affordable housing. Kaiser Permanente is also deepening its efforts to get at the heart of inequities, addressing systemic racism, breaking cycles of trauma, and creating economic opportunities for communities that have endured decades of underinvestment. We are working with communities striving to overcome systemic and structural economic disadvantage and supporting the resiliency of businesses owned by Black and other historically underrepresented individuals. We recognize that it will require sustained efforts to increase access to business capital and build capacity for growth. Success for these communities requires intentional, long-term investment, and ongoing work to dismantle racist systems that create barriers to success. Kaiser Foundation Health Plan of the Northwest supported 4 organizations, the African American Alliance for Homeownership, Central City Concern, Human Solutions, and Partners in Careers to build or enhance place-based financial health ecosystems in the Northwest, implement strategies that allow community partners to embed financial health services at sustainable levels, and demonstrate that financial health outcomes enhance the achievement of community partners' mission-level outcomes. This partnership will also enable these organizations to be better equipped with the right tools and resources to better partner and support communities in the Northwest on a path towards long-term economic security. Populations directly served will include low-income adults and families on cash and housing assistance, veterans, as well as individuals with limited English proficiency. |
| B.Housing for Health | Without a safe place to call home, it's nearly impossible to focus on basic health and medical needs. Kaiser Permanente is leading efforts to end homelessness and preserve affordable housing by making strategic impact investments, shaping policy, and catalyzing innovative partnerships. The COVID-19 pandemic had a significant impact on social health needs in our communities, and people experiencing homelessness or housing insecurity were among the most vulnerable. Even in the absence of COVID-19, people experiencing homelessness face a higher risk of death than housed populations. Increasing affordable housing preserves homes that improve total health and lift residents socially and economically. Nationwide, people of color are disproportionately impacted by homelessness and housing insecurity, further exacerbated by COVID-19. The health crisis and economic fallout from the pandemic have hit low-income and communities of color hardest and threaten to widen the health equity gap in our country even further. Kaiser Permanente cannot solve the affordable housing and homelessness crisis alone. Only through innovative partnerships, strategic investments, and impactful storytelling can we move the needle for our most vulnerable communities. Kaiser Permanente will continue to drive national housing for health initiatives that create more healthy years for all. Kaiser Foundation Health Plan of the Northwest partnered with three organizations across the Northwest to support the Medical Respite Initiative. Medical respite care is a crucial part of the health care continuum for people experiencing homelessness who are often too sick to recover from illness or injury on the streets, but not sick enough to remain in the hospital. Providing medical respite helps people experiencing homelessness to fully recover from their chronic or acute issue that caused them to be hospitalized. Having a safe space to recover instead of going back to the streets decreases the chances of patients being re-hospitalized. Staying at a medical respite site also gives patients the opportunity to obtain wrap-around services, be connected to a case manager, and potentially be placed in permanent supportive housing. Additionally, this initiative will support medical respite providers to meet nationally recognized standards of care and increase readiness to engage in contractual relationships with hospitals and Medi-Cal Managed Care Organizations. |
| C.Thriving Schools | At Kaiser Permanente, we're committed to not only delivering great health care but also creating communities where people can be healthy in all the places they live, learn, work, and play. Thriving Schools brings together Kaiser Permanente's extensive health care expertise and our partnerships with nationally recognized and trusted organizations working to support schools in becoming a beacon of health in their community. Thriving Schools takes an integrated approach to school health, curating the best thinking and guidance on how to keep students, staff, teachers, and families healthy across four dimensions of health: physical health, mental health, social health, and equity and access. Taking an integrated approach to health means supporting schools and districts in advancing their wellness and educational goals by incorporating health-related strategies into school and district improvement efforts. Like the communities in which they sit, schools often reflect a diversity of cultures, beliefs, and experiences. As such, the services and opportunities they provide must ensure that all students and staff are given the opportunity to reach their full potential. Thriving Schools' integrated approach explicitly addresses equity and inclusion, both in the assessment tools we use, and in the resources, we offer for school staff and district leaders. Kaiser Permanente's Educational Theatre has inspired and empowered millions of students and adults in communities across the United States to make healthy choices. Educational Theatre offers a wide range of award-winning theatrical productions and interactive workshops to schools throughout the Kaiser Permanente footprint. Using the power of theatre and storytelling, our programs directly connect with students and adults through relatable characters and real-life situations. Audiences see themselves represented onstage in our culturally and ethnically diverse casts allowing them to connect with the narrative and educational messages in a meaningful way. Our team builds on this connection, inspiring students, and adults alike to make healthy choices and build stronger communities. Currently, there are 3 programs available in every Kaiser Permanente market. Additionally, Kaiser Foundation Health Plan of the Northwest continued its partnership with the Alliance for a Healthier Generation throughout 2022. The partnership will support the Thriving Schools Integrated Approach and Resilience in School Environments which works with school districts in under-resourced communities to implement policy, systems, and environmental changes that will improve the health and well-being of students, staff, teachers, and families. This partnership also aims to reduce stress and burn out of teachers and staff, improve physical health, connectedness, social-emotional skills building, and relationships among students, teachers, staff, families, and community. Kaiser Foundation Health Plan of the Northwest also collaborated with five school districts across Oregon to provide social emotional, mental health and wellness support to students and school officials. School districts will work collaboratively with communities and their student populations to address mental health issues, develop social-emotional learning curriculums, strategically build partnerships with students, community and families that identify as Black/African/African American, and examine mental health and suicide prevention resources and programming available to the district and community. This partnership will strengthen the learning environment of students and provide culturally responsive services. |
| D.Thrive Local | Social determinants of health -- the conditions in which people live, learn, work, and play - affect a wide range of health risks and outcomes. Access to quality health care is critical, but social factors, such as lack of safe housing and transportation, inadequate education or job opportunities, and poor access to good nutrition and physical activity, inevitably create barriers to health and wellbeing. While many social resources may exist in a community, they are often unknown to those most in need and disconnected from one another even when serving the same client, creating confusion and exacerbating stress for community members. Through its Thrive Local program, launched in late 2019, Kaiser Permanente has helped establish connected networks of health and social service providers working together to address the needs of both patients and clients in every community we serve. These networks enable health care providers, safety net clinics, social service agencies, government programs, and other participants to make, receive, and track patient and client referrals. Health care providers can refer patients to organizations that address social factors affecting their health, and social service providers can coordinate effectively among themselves to improve community-wide services. Data aggregated through network technology provides a robust source of information on local social needs and service gaps to drive collaborative community planning. We also use this platform to make a searchable database of tens of thousands of community-based programs and services available directly to our communities to explore. Kaiser Permanente's funding in 2022 facilitated growth of these community networks by making participating in these community networks free to community-based organizations and community clinics, enabling them to collaborate more efficiently among each other and ensuring the networks reflect the needs of their respective communities. |
| E.Food and Nutrition Security | Food for Life is Kaiser Permanente's comprehensive approach to transforming the economic, social, and policy environments connected to food so that people across the nation have access to, and can afford, healthy food. To help address the food needs of its communities, Kaiser Permanente has invested towards the improvement of food and nutrition security and helped with applications for federal nutrition programs like Supplemental Nutrition Assistance Program (SNAP) and Women, Infants, and Children (WIC). Kaiser Permanente continues to work with community partners to provide free, nutritious meals in low-income communities. In 2022, Kaiser Permanente increased its commitment to food and nutrition security with a pledge to invest $50 million by 2030 to support programs that increase food and nutrition security and improve health outcomes for the country's most vulnerable populations. Kaiser Foundation Health Plan of the Northwest partnered with Meals on Wheels People, Inc. to support the Medically Tailored Meals Program Expansion and Outreach Project. The project will help improve the health outcomes of patients who are facing chronic diseases such as Congestive Heart Failure, Cancer, COPD, Diabetes and Kidney/Renal Disease utilizing the evidence-based best practice Medically Tailored Meals model. This project will also create and implement a Medically Tailored Meals business development plan, expand social programming, and reduced isolation of patients and caregivers and increase equity for those with barriers to service. |
| IV.Policy and Systems | A. Thriving Cities The places where we live, learn, work, and play - our cities and towns, our schools, our homes, our neighborhoods - have an enormous impact on our health. And how we shape those places, through public policy and the support for healthy environments, has the potential to make real, lasting impacts on our surroundings and our everyday quality of life. Through Kaiser Foundation Health Plan of the Northwest's ongoing partnerships with community organizations, municipal leaders, and public health champions, we are working to incorporate health, equity and sustainability considerations into public policy and the built environment in ways that influence how neighborhoods take shape and grow. Since 2018, we have partnered with the de Beaumont Foundation, a leader in public health philanthropy, to help U.S. cities thrive through the CityHealth initiative. CityHealth tracks and reports on proven policy solutions and works with cities to advance policies that achieve community health priorities. Through this relationship, Kaiser Foundation Health Plan of the Northwest leverages its deep expertise in health policy, government relations, and community-based prevention to accelerate cities' efforts to improve people's health and quality of life. The policy menu includes affordable housing trusts, complete streets, earned sick leave, eco-friendly purchasing, flavored tobacco restrictions, greenspace, healthy food purchasing, healthy rental housing, high-quality and accessible pre-K, legal support for renters, safer alcohol sales, and smoke free indoor air. For Kaiser Foundation Health Plan of the Northwest, this partnership complements the organization's established approach to community health - bringing together health leaders, clinicians and community partners to help solve the social, economic and environmental health challenges facing the residents who live in the communities it serves. Additionally, Kaiser Foundation Hospitals continued its support of the Vose River Charitable Fund, an organization established by the de Beaumont Foundation to develop tools and collaborate with other nonprofit organizations and government health departments to support effective policies and the public health workforce. Our ongoing partnership with the Vose River Charitable Fund will ensure the CityHealth initiative continues to have sufficient staffing and consultants, policy-specific technical assistance, policy assessment research and communications support. This alliance will continue to support a new policy menu and greater reach among cities in Kaiser Permanente's footprint. |
| B.Environmental Stewardship | At Kaiser Permanente, we believe it is our responsibility as a health care provider to minimize our environmental impact. We know one way to improve the health of the people who live in the communities we serve is by improving their environmental conditions. We also prioritize partnerships with others to develop policies and systems that strengthen community health and protect the environment. Through innovations in energy use, construction and building strategies, supply chain, food systems, finance, and clinical practice that promote community health, we are leading the health care sector in reducing environmental contributors to disease and illness. We have, and will continue to, set ambitious goals to drive both internal and sector-wide action. We prioritize reducing greenhouse gas emissions to lower our carbon footprint and lower the climate impact on the health of the communities Kaiser Permanente serves. KFH believes that the race to halting climate change is a collaborative one. We prioritize building partnerships and support organizations with shared goals and incentives for combating the causes of a changing climate. We are focused on changing the narrative by putting health at the center of climate change. Kaiser Permanente's mission reflects our belief that where and how people live has a meaningful impact on their health and wellbeing. We will continue to work to improve the conditions for health and equity in the communities we serve by addressing the root causes of health, such as economic opportunity, affordable housing, health and wellness in schools and a healthy environment. We do this by listening to our communities, ensuring health access, shaping policy, making systems change and advancing the future of community health through innovation. In 2022, we also dedicated 32% of overall spending on products to items that met our Environmentally Preferable Purchasing standards and ensured 100% of our overall operations were powered by renewable electricity. |
| C.Health Professionals Education | Our Graduate Medical Education (GME) program provides training and education for medical residents and interns in the interest of educating the next generation of physicians. The program attracts some of the top medical school graduates in the United States and serves as a national model by exposing future health care providers to an integrated health care delivery system. Residents are offered the opportunity to serve a large, culturally diverse patient base in a setting with sophisticated technology and information systems, established clinical guidelines and an emphasis on preventive and primary care. The majority of medical residents are studying within the primary care medicine areas of family practice, internal medicine, ob/gyn, pediatrics, preventive medicine, and psychiatry. In addition to GME, we provide a range of training and education programs for nurse practitioners, nurses, radiology and sonography technicians, physical therapists, post-graduate psychology and social work students, pharmacists, and other non-physician health professionals. |
| D.Research | Kaiser Permanente's research efforts are core to the organization's mission to improve population health, and its commitment to continued learning. Kaiser Permanente researchers study critical health issues such as cancer, cardiovascular conditions, diabetes, behavioral and mental health, and health care delivery improvement. Kaiser Permanente's research is broadly focused on three themes: understanding health risks; addressing patients' needs and improving health outcomes; and informing policy and practice to facilitate the use of evidence-based care. Kaiser Permanente is uniquely positioned to conduct research due to its rich, longitudinal, electronic clinical databases that capture virtually complete health care delivery, payment, decision-making and behavioral data across inpatient, outpatient, and emergency department settings. |
| V.Pandemic Response | It is clear that COVID-19 is now firmly entrenched in our communities and synced to the seasonality of other upper respiratory viruses, such as the flu. Unlike the flu, COVID-19 continues to have an outsized impact on the health of our communities, especially for those that remain unvaccinated. Kaiser Permanente has continued to provide support, both in the form of grants and in in-kind contributions, to increase education around and prevention of COVID-19. In 2022, Kaiser Permanente continued to elevate trusted messenger campaigns in collaboration with community partners to expand public education to individuals and communities at highest risk for contracting COVID-19 in every market. Kaiser Permanente extended support to community partners with initiatives aimed at abating social isolation among elderly individuals and providing community-based organizations with educational materials that could be adapted for flexible use across social media platforms to encourage individuals to get vaccinated or boosted. Kaiser Permanente also provided in-kind personal protective equipment (PPE), cleaning supplies, and hygiene products for community partners to use to safeguard learning and living environments. The COVID-19 pandemic highlighted weaknesses in both schools and public health infrastructure. In response to the pandemic, Kaiser led the charge to gather the National Healthy Schools Collaborative in order to strengthen the mental, physical, and socio-emotional health of all school employees and students and, together, launched the "Ten-Year Roadmap to for Healthy Schools." To help rebuild public health infrastructure weakened by the strains of the pandemic, Kaiser Permanente began to collaborate with a coalition of public health and community organizations to develop a public health research agenda that reflects where investments should focus to drive public health improvements. |
| FORM 990, PART VI, LINE 1a | Voting Member and Governing Body THE EXECUTIVE COMMITTEE, COMPOSED OF THE DIRECTORS THAT ARE THE CHAIRS OF THE BOARD'S OTHER STANDING COMMITTEES, HAS AUTHORITY TO ACT FOR THE BOARD BETWEEN MEETINGS EXCEPT IT HAS NO AUTHORITY TO: A. FILL VACANCIES ON THE BOARD OR THE COMMITTEE; B. FIX THE COMPENSATION OF DIRECTORS FOR SERVING ON THE BOARD OR ANY COMMITTEE; C. ADOPT, AMEND OR REPEAL BYLAWS; D. AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS CANNOT BE AMENDED OR REPEALED BY THE EXECUTIVE COMMITTEE; E. APPOINT COMMITTEES OF THE BOARD OR APPOINT THE MEMBERS THEREOF; OR F. APPROVE ANY ASPECT OF A TRANSACTION INVOLVING THE COMPANY WHEN A DIRECTOR HAS A MATERIAL FINANCIAL INTEREST IN THAT TRANSACTION, EXCEPT AS EXPRESSLY PROVIDED BY THE LAW. |
| Form 990, Part VI, Line 2 | Family or Business Relationships Board members Eugene Washington, MD and Richard Shannon, MD have a business relationship. Board member Jeff Epstein and Jenny Ming have a business relationship. |
| Form 990, PART VI, LINE 6 | KAISER FOUNDATION HEALTH PLAN, INC. IS THE SOLE MEMBER. |
| Form 990, PART VI, LINE 7A | APPOINTMENT OF GOVERNING BODY KAISER FOUNDATION HEALTH PLAN, INC. APPOINTS THE DIRECTORS (AND FILLS VACANCIES AND HAS AUTHORITY TO REMOVE DIRECTORS). THE SAME INDIVIDUALS WHO COMPRISE THE BOARD OF DIRECTORS OF KFHP ALSO SERVE AS THE DIRECTORS OF KFHP COLORADO, NORTHWEST, MID-ATLANTIC STATES, AND KFHPW HOLDINGS. |
| Form 990, PART VI, LINE 7B | APPROVAL OF CERTAIN GOVERNANCE DECISIONS THE FOLLOWING ACTIONS OF THE CORPORATION ARE RESERVED TO OR REQUIRE APPROVAL OF THE SOLE MEMBER: A) CHANGES IN MEMBERSHIP; B) REMOVAL OF THE CHAIRMAN OF THE BOARD OR THE PRESIDENT, THE GROUP PRESIDENT OR REGIONAL PRESIDENT; C) NUMERICAL RANGE OF DIRECTORS; D) AMENDMENT OF ARTICLE D, SECTION D-4 OF THE BYLAWS - ELECTION AND TERM OF OFFICE OF DIRECTORS. |
| Form, PART VI, LINE 11B | FORM 990 REVIEW PROCESS 1. KEY INFORMATION NECESSARY FOR THE PREPARATION OF THE TAX RETURN IS OBTAINED AND/OR CONFIRMED WITH INTERNAL SOURCES INCLUDING REGIONAL FINANCE, EXECUTIVE COMPENSATION, COMMUNITY BENEFITS, TREASURY, GOVERNMENT RELATIONS, AND LEGAL. 2. PRIOR TO FINALIZATION, THE RETURN IS REVIEWED BY AN EXTERNAL TAX ADVISOR. 3. ONCE SIGNED BY AN EXTERNAL TAX ADVISOR, THE RETURN AND UNDERLYING DATA ARE REVIEWED BY AN OFFICER OR A MEMBER OF MANAGEMENT DESIGNATED BY AN OFFICER FOR SIGNATURE AND FILING. 4. COPIES ARE THEN PROVIDED TO BOARD MEMBERS PRIOR TO FILING. |
| Form 990, PART VI, LINE 12C | Ethics and Compliance Ongoing Monitoring and Enforcement Activities Kaiser Permanente regularly and consistently monitors and enforces compliance with the Conflicts of Interest policy in the following ways: Reporting Conflicts of Interest Concerns - The Kaiser Permanente Ethics and Compliance Hotline or Webline is available to all employees, vendors, contractors, and agents to anonymously report actual or perceived conflicts of interest. This process is managed by a third party; however, all reported allegations are provided to Ethics and Compliance for investigation, and if required, corrective action. Employees are prohibited from retaliating against or intimidating anyone who reports concerns in good faith or refuse to participate in wrongdoing. Annual Disclosure Process - Annually, Directors, Officers, Key Employees, Executives, and other employees in roles with elevated risk are required to complete a Conflicts of Interest Disclosure (COID). Responses are reviewed by Ethics and Compliance, Board Services, and / or the Governance, Accountability and Nominating Committee of the Kaiser Foundation Health Plan/Hospital Board of Directors. When actions are required, they are addressed in accordance with policies and written standards. Conflicts of interest responses and actions are maintained for tracking and reporting purposes. Ongoing Disclosure Process - In addition to the annual disclosure process and in accordance with the Conflicts of Interest policy, on an ongoing basis Ethics and Compliance receives, consults, and reports conflicts of interest matters. External Audit Review of Disclosures - Annually, as a part of the Kaiser Permanente external audit, an outside certified public accounting firm reviews the COID process and actions taken for Directors, Officers, Key Employees, and Executives. The results, inclusive of any findings, are presented to the Kaiser Foundation Health Plan/ Hospital Audit and Compliance Committee of the Board of Directors. Awareness and Enforcement - Kaiser Permanente adheres to the following general awareness and enforcement guidelines: - Annually, the Conflicts of Interest and Corrective / Disciplinary Action policies are provided and reviewed as a part of the general ethics and compliance training and the Conflicts of Interest Policy is attested to during the disclosure process. - Represented employees are subject to corrective/disciplinary action provisions outlined in the regional or national collective bargaining agreements and applicable policies. - In the event disciplinary action is required due to failure to comply with applicable legal and regulatory requirements, Kaiser Permanente policies and procedures, the Code of Conduct (Principles of Responsibility), unsatisfactory performance, or misconduct disciplinary action includes, but is not limited to: * verbal discussion, coaching, and/or warning by the employee's immediate; supervisor or higher-level manager to correct the problem; * written notice, with or without final warning; * suspension, with or without final warning; or * termination of employment |
| Form 990, PART VI, LINE 15A/B | COMPENSATION DETERMINATION THE EXECUTIVE COMPENSATION PROGRAM AS ADMINISTERED BY KAISER FOUNDATION HEALTH PLAN, INC. IS DESIGNED TO RECRUIT, RETAIN AND MOTIVATE QUALIFIED SENIOR MANAGEMENT PERSONNEL. SENIOR MANAGEMENT PERSONNEL HAVE A SIGNIFICANT IMPACT ON THE STRATEGIC AND POLICY DIRECTION AND RESULTS OF THE ORGANIZATION. THEREFORE, THE EXECUTIVE COMPENSATION PROGRAM IS, TO A SIGNIFICANT DEGREE, PERFORMANCE-BASED. THE COMPENSATION PROGRAM IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. PRIOR TO PAYMENT, ALL PROGRAMS AND PAYMENTS TO THE CEO, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT OFFICIALS (EXECUTIVES) ARE REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. BASE PAY FOR EXECUTIVE POSITIONS IS ESTABLISHED AT A LEVEL COMPARABLE TO THE RELEVANT MARKET. IN ADDITION, OTHER COMPONENTS OF THE COMPENSATION PROGRAM BEAR 'AT-RISK' FEATURES DESIGNED TO FOCUS ON STRATEGICALLY IMPORTANT PERFORMANCE GOALS AND TO ASSIST IN ATTRACTING AND RETAINING TOP PERFORMERS. THE EXECUTIVE COMPENSATION PROGRAM IS TARGETED TO BE COMPETITIVE TO THE COMPARABLE EXTERNAL MARKET IN WHICH THE ORGANIZATION COMPETES FOR EXECUTIVE LEADERSHIP. EVALUATION OF COMPARABLE PAY DATA IS PERFORMED BY AN INDEPENDENT COMPENSATION, BENEFITS & HUMAN RESOURCES CONSULTING FIRM. THE COMPENSATION PROGRAM FOCUSES ON OBJECTIVES IN THE AREAS OF QUALITY OF MEMBER CARE AND SERVICE, MEMBERSHIP GROWTH, FINANCIAL SOUNDNESS, AND THE COMMUNITY AND SOCIAL MISSION OF THE ORGANIZATION. |
| Form 990, PART VI, LINE 18 | Form 990 is available on www.guidestar.org. |
| Form 990, PART VI, LINE 19 | Public Inspection Governing documents and conflict of interest policy are available upon request as disclosed to other regulatory bodies. Financial Statements are on file with state insurance agency on a statutory basis (stand alone entity). Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with Independent Auditors' Report. TO REQUEST COPIES CONTACT: NATIONAL COMMUNICATIONS - RM OPERATIONS KAISER FOUNDATION HEALTH PLAN AND HOSPITALS ONE KAISER PLAZA, 22ND FLOOR OAKLAND, CA 94612 |
| Form 990, PART VII, SECTION A, COLUMN B | HOURS FOR RELATED ORGANIZATIONS INDIVIDUALS WHO ARE BOTH OFFICERS AND MEMBERS OF BOARDS OF DIRECTORS WORK FULL TIME AS EMPLOYEES AS WELL AS FULFILL THEIR BOARD ASSIGNMENT. ALL OFFICERS WORK FULL TIME IN THEIR EMPLOYEE CAPACITY. FULL TIME WORK MAY REQUIRE IN EXCESS OF THE TRADITIONAL 40 HOUR WEEK. GIVEN THE INTEGRATED NATURE OF OUR ORGANIZATION, EMPLOYEES MAY PROVIDE SUPPORT FOR VARIOUS KAISER PERMANENTE COMPANIES. THE AVERAGE HOURS PER WEEK REPORTED FOR THE FILING ORGANIZATION AND RELATED ORGANIZATIONS WAS ESTIMATED. |
| Form 990, PART XI, LINE 9 | - other changes in net assets or fund balances - change in pension and other retirement liab $ 355,755,107 Gain/ Loss on Investments - Book (31,286,946) Gain/ Loss on Investments - Tax 50,741,117 otti losses - book (75,655,674) ------------------ 299,553,604 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Kaiser Foundation Hospitals | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 941105628 | Health Care | CA | 501(c)(3) | 3 | NA | false |
| Kaiser Foundation Health Plan Inc | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 941340523 | Health Care | CA | 501(c)(3) | 10 | NA | false |
| Kaiser Foundation Health Plan of CO | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 840591617 | Health Care | CO | 501(c)(3) | 10 | KFHP Inc | Yes (true) |
| Kaiser Foundation Health Plan of GA Inc | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 581592076 | Health Care | GA | 501(c)(3) | 10 | KFHP Inc | Yes (true) |
| Kaiser Foundation Health Plan of the MAS | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 520954463 | Health Care | MD | 501(c)(3) | 10 | KFHP Inc | Yes (true) |
| Kaiser Fdn Health Plan of Washington | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 910511770 | Health Care | WA | 501(c)(3) | 3 | KFHPW Hldng | Yes (true) |
| Kaiser Hospital Asset Management Inc | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 943299125 | Asset Mgmt | CA | 501(c)(3) | 12-I | KFH | Yes (true) |
| Kaiser Health Plan Asset Management Inc | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 943299124 | Asset Mgmt | CA | 501(c)(3) | 12-I | KFHP Inc | Yes (true) |
| Camp Bowie Service Center | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 943299123 | Admin | CA | 501(c)(3) | 12-I | KFHP Inc | Yes (true) |
| Lokahi Assurance LTD | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 912171891 | WC Placement | HI | 501(c)(3) | 12-I | KFHP Inc | Yes (true) |
| 1800 Harrison Foundation | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 943317484 | Financing | CA | 501(c)(3) | 12-I | KFHP Inc | Yes (true) |
| Kaiser Hospital Assistance Corporation | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 311779500 | Financing | CA | 501(c)(3) | 12-I | KFH | Yes (true) |
| Kaiser Health Alternatives | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 930954562 | Health Care | OR | 501(c)(3) | 10 | KFHP Inc | Yes (true) |
| KP Bernard J Tyson School of Medicine | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 814053028 | Medical Edu. | CA | 501(c)(3) | 2 | KFH | Yes (true) |
| KFHPW Holdings | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 930480268 | Health Care | WA | 501(c)(3) | 12-I | KFHP Inc | Yes (true) |
| Group Health Northwest | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 911216856 | Inactive | WA | 501(c)(3) | 12-I | KFHP of WA | Yes (true) |
| Group Health of Washington | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 911314907 | Inactive | WA | 501(c)(3) | 12-I | KFHP of WA | Yes (true) |
| Kaiser Fdn For The Adv of Integrated HC | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 823819611 | Advocacy | CA | 501(c)(4) | N/A | KFHP Inc | Yes (true) |
| Kaiser Foundation Health Plan of NV Inc | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 372097870 | Health Care | DE | 501(c)(4) | N/A | KFHP Inc | Yes (true) |
| KP Medical Foundation | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 920685740 | Health Care | DE | 501(c)(3) | 12-I | KFHP Inc | Yes (true) |
| KFH Holdings Inc | ||||||||||
| One Kaiser Plaza - 26th Floor | Oakland | CA | 94612 | 884172095 | Holding Co | DE | 501(c)(3) | 12-I | KFH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | UBI Code VUBICodeVAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NXT CAP SR FD I LLC | ||||||||||||
| 191 N Wacker Dr 1200 | Chicago | IL | 60606 | 371651297 | Investment | DE | NA | N/A | $0 | $0 | $0 | 0.00000 |
| Garfield Health Sol E Pvt Ltd | ||||||||||||
| 1 Kaiser Pl - 26th Fl | Oakland | CA | 94612 | Admin | IN | NA | N/A | $0 | $0 | $0 | 0.00000 | |
| Maui Nui ASC Holdco LLC | ||||||||||||
| 1 Kaiser Pl - 26th Fl | Oakland | CA | 94612 | Holding Co | HI | NA | N/A | $0 | $0 | $0 | 0.00000 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OAK TREE ASSURANCE LTD | |||||||||||
| One Kaiser Plaza - 26th Floor | OAKLAND | CA | 94612 | 030329760 | insurance | VT | na | C Corp | $0 | $0 | Yes (true) |
| KAISER PERMANENTE INSURANCE COMPANY | |||||||||||
| One Kaiser Plaza - 26th Floor | OAKLAND | CA | 94612 | 943203402 | INSURANCE | CA | NA | C CORP | $0 | $0 | Yes (true) |
| KAISER PERMANENTE INTERNATIONAL | |||||||||||
| One Kaiser Plaza - 26th Floor | OAKLAND | CA | 94612 | 943245176 | CONSULTING | CA | NA | C CORP | $0 | $0 | Yes (true) |
| KFHP OF WASHINGTON OPTIONS INC | |||||||||||
| One Kaiser Plaza - 26th Floor | OAKLAND | CA | 94612 | 911467158 | INSURANCE | WA | NA | C CORP | $0 | $0 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (33 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | ||
| A | $43 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| L | $65,081,048 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| M | $258,263,688 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| P | $472,716,412 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| Q | $36,986,392 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| R | $2,150,287 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| S | $960,268,101 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| I | $8,327,909 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| J | $1,468,340 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| M | $120,606,993 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| P | $123,653,296 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| Q | $501,373,818 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| A | $512 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| L | $157,689 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| M | $74,661 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF GEORGIA INC | ||
| A | $506 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF GEORGIA INC | ||
| L | $601,249 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF GEORGIA INC | ||
| M | $666,779 | PER AGREEMENT |
| KFHP OF THE MID-ATLANTIC STATES INC | ||
| A | $6 | PER AGREEMENT |
| KFHP OF THE MID-ATLANTIC STATES INC | ||
| L | $97,804 | PER AGREEMENT |
| KFHP OF THE MID-ATLANTIC STATES INC | ||
| M | $571,882 | PER AGREEMENT |
| KFHP OF THE MID-ATLANTIC STATES INC | ||
| Q | $128,947 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF WASHINGTON | ||
| M | $7,606,437 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF WASHINGTON | ||
| P | $500,727 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF WASHINGTON | ||
| Q | $1,043,545 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| P | $75,751,327 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| Q | $902,684 | PER AGREEMENT |
| KAISER PERMANENTE INSURANCE COMPANY | ||
| L | $23,158,248 | PER AGREEMENT |
| KAISER PERMANENTE INSURANCE COMPANY | ||
| P | $669,508 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| L | $2,176,492 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| M | $15,422,878 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| Q | $8,550,527 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| R | $2,290,597 | PER AGREEMENT |