KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC (EIN 58-1592076)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349309436
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T11:11:47-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581592076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAISER FOUNDATION HEALTH PLAN OF GEORGIAINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHIEF ACCOUNTING OFFICER | InCareOfNm |
| Business Name Control | KAIS | BusinessNameControlTxt |
| Phone | 5102716611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA SUITE 15L | 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 | 2022-10-21 | 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 | 2022-10-17 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Pamela Shipley | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA SUITE 15L | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,254,062,848 | 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 | 1985 | FormationYr |
| Legal Domicile State | GA | 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 | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 3843 | TotalEmployeeCnt |
| Total Volunteers | 196 | TotalVolunteersCnt |
| Total Gross UBI | $431,239 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $31,985 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $549,771 | PYContributionsGrantsAmt |
| CY Contributions Grants | $441,226 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,014,656,027 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,078,564,420 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,242,810 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,105,366 | CYInvestmentIncomeAmt |
| PY Other Revenue | $183,162 | PYOtherRevenueAmt |
| CY Other Revenue | $443,368 | CYOtherRevenueAmt |
| PY Total Revenue | $2,030,631,770 | PYTotalRevenueAmt |
| CY Total Revenue | $2,090,554,380 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,575,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,281,456 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $291,409,564 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $302,897,069 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,869,302,203 | PYOtherExpensesAmt |
| CY Other Expenses | $2,088,362,590 | CYOtherExpensesAmt |
| PY Total Expenses | $2,168,287,267 | PYTotalExpensesAmt |
| CY Total Expenses | $2,398,541,115 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$137,655,497 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$307,986,735 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $929,542,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $929,443,520 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,987,609,692 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,229,631,511 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,058,067,071 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,300,187,991 | 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 | $2,192,677,032 | ExpenseAmt |
| Grant | $355,429 | GrantAmt |
| Revenue | $2,074,033,649 | RevenueAmt |
| Desc | MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. (KFHP-GA) PROVIDES 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 OF GEORGIA EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,499,137 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CHARITY CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE KAISER FOUNDATION HEALTH PLAN OF GEORGIA (KFHP-GA) PROVIDES CHARITY CARE TO LOW INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. KFHP-GA 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 2021, THIS PROGRAM ASSISTED A TOTAL OF 37,400 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. APPROXIMATELY 1,000 INDIVIDUALS WERE RECEIVING COMPREHENSIVE HEALTH CARE THROUGH THIS PROGRAM AT THE END OF 2021. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,980,989 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,530,771 | RevenueAmt |
| Desc | MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS KAISER FOUNDATION HEALTH PLAN OF GEORGIA (KFHP-GA) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP-GA MEMBERS, BUT ALSO, WITHIN THE COMMUNITIES WE SERVE. KFHP-GA PARTICIPATES IN THE FEDERAL MEDICAID PROGRAM AS A PROVIDER OF PEDIATRIC PRIMARY AND SPECIALTY CARE THROUGH CONTRACTS WITH AMERIGROUP, PEACH STATE HEALTH PLAN, AND WELLCARE HEALTH PLANS. AT THE END OF 2021, APPROXIMATELY 27,000 INDIVIDUALS WERE RECEIVING BENEFITS THROUGH KFHP-GA'S MANAGED CARE CONTRACTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,884,177 | ExpenseAmt |
| Grant | $6,926,027 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCH. O, COMMUNITY BENEFIT REPORT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,884,177 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,926,027 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,253,041,335 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | 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 | Yes (true) | 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 | 3125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3843 | 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 |
| Excs Tax Sect4951 Or4952 Or4953 | false | ExcsTaxSect4951Or4952Or4953Ind |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHIEF ACCOUNTING OFFICER | PersonNm |
| Phone | 5102716611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA 15L | 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 (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Gregory Adams | ||||||||||
| Chairman & CEO | 4.0 | 46.0 | Yes (X) | $0 | $13,283,101 | $2,279,123 | ||||
| Arthur Southam | ||||||||||
| EVP, Health Plan Ops & CGO | 4.0 | 46.0 | Yes (X) | $0 | $4,764,836 | $459,569 | ||||
| Kathryn Lancaster | ||||||||||
| EVP & Chief Financial Officer | 3.5 | 46.5 | Yes (X) | $0 | $4,580,354 | $447,559 | Yes (X) | |||
| Janet Liang | ||||||||||
| EVP, Group President & COO | 3.5 | 46.5 | Yes (X) | $0 | $4,004,413 | $934,930 | ||||
| Kimberly Horn | ||||||||||
| EVP, Group President, MOC | 3.5 | 46.5 | Yes (X) | $0 | $3,251,755 | $1,473,258 | Yes (X) | |||
| Julie Miller-Phipps | ||||||||||
| Regional President - SCAL & HI | 0.0 | 50.0 | $0 | $3,235,586 | $300,017 | Yes (X) | ||||
| Mark Zemelman | ||||||||||
| SVP, General Counsel & Secy | 1.0 | 49.0 | Yes (X) | $0 | $2,838,538 | $134,757 | ||||
| Vanessa Benavides | ||||||||||
| SVP, Chief Legal Officer | 1.5 | 48.5 | Yes (X) | $0 | $1,614,569 | $272,107 | ||||
| Thomas Meier | ||||||||||
| SVP, Corporate Treasurer | 1.5 | 48.5 | Yes (X) | $0 | $1,461,837 | $301,391 | ||||
| James Simpson | ||||||||||
| Regional President - GA | 45.0 | 5.0 | Yes (X) | $0 | $1,407,201 | $51,818 | Yes (X) | |||
| Alfonse Upshaw | ||||||||||
| SVP,Corporate Controller & CAO | 3.5 | 46.5 | Yes (X) | $0 | $1,150,839 | $199,363 | ||||
| Donald Orndoff | ||||||||||
| SVP, NFS | 4.0 | 46.0 | Yes (X) | $0 | $1,127,680 | $99,760 | ||||
| Heidi Veltman | ||||||||||
| VP, COO - GA | 49.0 | 1.0 | $0 | $735,510 | $243,386 | Yes (X) | ||||
| Jonna Kirkwood | ||||||||||
| VP, Ambulatory Care - GA | 50.0 | 0.0 | $0 | $689,481 | $125,103 | Yes (X) | ||||
| James Cullinan | ||||||||||
| VP, MSBD - GA | 50.0 | 0.0 | $0 | $649,805 | $143,663 | Yes (X) | ||||
| Eldridge Banks | ||||||||||
| VP, Human Resources - GA | 50.0 | 0.0 | $0 | $607,051 | $162,453 | Yes (X) | ||||
| Michael Hudson | ||||||||||
| VP, CFO - GA | 50.0 | 0.0 | $0 | $586,409 | $155,909 | Yes (X) | ||||
| Hong-Sze Yu | ||||||||||
| VP, Brd & Corp Gov & Asst Secy | 3.5 | 46.5 | Yes (X) | $0 | $541,112 | $198,385 | ||||
| Ryan Jenson | ||||||||||
| Interim Corp Controller & CAO | 3.0 | 47.0 | Yes (X) | $0 | $606,694 | $125,965 | ||||
| Michael Nanko | ||||||||||
| VP, Continuum of Care | 50.0 | 0.0 | $0 | $536,596 | $158,539 | Yes (X) | ||||
| Kirkland McGhee | ||||||||||
| Assistant Secretary | 47.0 | 3.0 | Yes (X) | $0 | $436,010 | $152,772 | ||||
| Beverly Thomas | ||||||||||
| VP, Community & Public Affairs | 50.0 | 0.0 | $0 | $461,433 | $122,510 | Yes (X) | ||||
| Kristin Bear | ||||||||||
| Assistant Secretary | 4.0 | 46.0 | Yes (X) | $0 | $428,579 | $109,839 | ||||
| Christopher Berry | ||||||||||
| VP, Consumer Experience | 50.0 | 0.0 | $7,043 | $287,544 | $189,846 | Yes (X) | ||||
| Kimberee Phelps | ||||||||||
| VP, Quality - GA | 50.0 | 0.0 | $0 | $351,222 | $126,966 | Yes (X) | ||||
| Shelley Sweazey | ||||||||||
| ED, Strategic Planning | 50.0 | 0.0 | $0 | $314,771 | $70,331 | Yes (X) | ||||
| Tammy Palmgren | ||||||||||
| MGT, Sales IV | 50.0 | 0.0 | $313,232 | $0 | $66,508 | Yes (X) | ||||
| Cherita White | ||||||||||
| Assistant Secretary | 50.0 | 0.0 | Yes (X) | $0 | $159,434 | $69,928 | ||||
| Michael Wathen | ||||||||||
| VP, HPSA | 50.0 | 0.0 | $0 | $184,922 | $484 | Yes (X) | ||||
| John W Jackson | ||||||||||
| Director | 2.0 | 0.0 | $23,465 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,043 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $49,638,155 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,968,988 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 582 | 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 |
|---|---|---|---|---|---|
| SOUTHEAST PERMANENTE MEDICAL GROUP | |||||
| 3495 PIEDMONT ROAD NE | ATLANTA | GA | 30305 | MEDICAL SERVICES | $501,489,767 |
| EMORY UNIVERSITY HOSPITAL MIDTOWN | |||||
| 550 PEACHTREE ST NE | ATLANTA | GA | 30308 | MEDICAL SERVICES | $208,972,941 |
| NORTHSIDE HOSPITAL INC | |||||
| 1000 JOHNSON FERRY RD | ATLANTA | GA | 30342 | MEDICAL SERVICES | $82,127,389 |
| GRADY MEMORIAL HOSPITAL | |||||
| PO BOX 930704 | ATLANTA | GA | 31193 | MEDICAL SERVICES | $34,863,545 |
| EMORY CLINIC INC | |||||
| CENTRAL BUSINESS OFFICE 5TH FL | DECATUR | GA | 30030 | Medical Services | $23,533,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 307 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $441,226 | AllOtherContributionsAmt |
| Total Contributions | $441,226 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MEMBERS' DUES | 900099 | $1,500,409,507 | $1,500,409,507 | $0 | $0 |
| MEDICARE REVENUE | 900099 | $411,874,012 | $411,874,012 | ||
| SUPPLEMENTAL REVENUE | 900099 | $78,803,215 | $78,803,215 | ||
| NON-PLAN & INDUSTRY | 900099 | $4,329,496 | $3,898,257 | $431,239 | |
| OTHER PROGRAM SERVICES | 900099 | $83,148,190 | $83,148,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,078,564,420 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,941,490 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,941,490 | 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $443,368 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $443,368 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $443,368 | TotalRevenueColumnAmt |
| Exclusion | $443,368 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $165,622,654 | SecuritiesAmt |
| Other | $49,690 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $163,410,412 | SecuritiesAmt |
| Other | $98,056 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,212,242 | SecuritiesAmt |
| Other | -$48,366 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,163,876 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,163,876 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,090,554,380 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,078,133,181 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $431,239 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,548,734 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,281,456 | TotalAmt |
| Program Services | $7,281,456 | ProgramServicesAmt |
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 | $32,860 | TotalAmt |
| Management And General | $32,860 | ManagementAndGeneralAmt |
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 | $215,655,197 | TotalAmt |
| Program Services | $202,397,133 | ProgramServicesAmt |
| Management And General | $13,258,064 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,711,501 | TotalAmt |
| Program Services | $35,711,501 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,849,566 | TotalAmt |
| Program Services | $28,322,502 | ProgramServicesAmt |
| Management And General | $5,527,064 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,647,945 | TotalAmt |
| Program Services | $17,647,945 | ProgramServicesAmt |
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 | $133,020 | TotalAmt |
| Management And General | $133,020 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,850 | TotalAmt |
| Management And General | $89,850 | ManagementAndGeneralAmt |
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 | $451,256 | TotalAmt |
| Management And General | $451,256 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,625,458 | TotalAmt |
| Program Services | $1,725,672 | ProgramServicesAmt |
| Management And General | $10,899,786 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,846,090 | TotalAmt |
| Program Services | $5,322,524 | ProgramServicesAmt |
| Management And General | $523,566 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,990,333 | TotalAmt |
| Program Services | $83,916,303 | ProgramServicesAmt |
| Management And General | $18,074,030 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,365,007 | TotalAmt |
| Program Services | $15,365,007 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,562 | TotalAmt |
| Program Services | $677,502 | ProgramServicesAmt |
| Management And General | $20,060 | ManagementAndGeneralAmt |
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 | $183,944 | TotalAmt |
| Management And General | $183,944 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,372,295 | TotalAmt |
| Program Services | $44,372,295 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,984,027 | TotalAmt |
| Program Services | $35,984,027 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,713,760 | TotalAmt |
| Program Services | $5,713,760 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BASIC CONTRACTUAL PAYMENTS | $942,406,128 | $942,406,128 | |
| PURCHASED MEDICAL SVC | $367,804,762 | $367,804,762 | |
| SUPPLIES-MEDICAL,OFFICE | $315,884,415 | $297,810,777 | $18,073,638 |
| INTER-REGIONAL CHARGES | $117,486,322 | $110,138,372 | $7,347,950 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,328,361 | TotalAmt |
| Program Services | $50,443,669 | ProgramServicesAmt |
| Management And General | $70,884,692 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,398,541,115 | TotalAmt |
| Program Services | $2,253,041,335 | ProgramServicesAmt |
| Management And General | $145,499,780 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
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 | $4,083,787 | BOYAmt |
| EOY | $722,386 | 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 | $84,185,746 | BOYAmt |
| EOY | $81,092,929 | 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 | $8,765,103 | BOYAmt |
| EOY | $17,269,416 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,937,598 | BOYAmt |
| EOY | $5,014,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $571,061,374 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $303,674,801 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,067,977 | BOYAmt |
| EOY | $267,386,573 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,220,046 | BOYAmt |
| EOY | $453,002,139 | 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 | $37,758,347 | BOYAmt |
| EOY | $33,227,345 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,524,017 | BOYAmt |
| EOY | $71,728,218 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $929,542,621 | BOYAmt |
| EOY | $929,443,520 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,665,187 | BOYAmt |
| EOY | $156,364,749 | 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 | $21,485,455 | BOYAmt |
| EOY | $15,965,194 | 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 | $1,832,459,050 | BOYAmt |
| EOY | $2,057,301,568 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,987,609,692 | BOYAmt |
| EOY | $2,229,631,511 | 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 | $58,135,622 | BOYAmt |
| EOY | $58,135,623 | 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 | -$1,116,202,693 | BOYAmt |
| EOY | -$1,358,323,614 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,058,067,071 | BOYAmt |
| EOY | -$1,300,187,991 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $929,542,621 | BOYAmt |
| EOY | $929,443,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$307,986,735 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$11,663,507 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $77,529,322 | 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 | $436,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,092,598 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $535,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $549,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $441,226 | CurrentTaxYearAmt |
| Total | $3,056,050 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,750,461,756 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,159,914,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,002,344,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,014,340,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,078,133,181 | CurrentTaxYearAmt |
| Total | $10,005,194,292 | 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 | $1,750,898,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,161,007,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,002,879,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,014,890,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,078,574,407 | CurrentTaxYearAmt |
| Total | $10,008,250,342 | 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 | $10,008,250,342 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,143,808 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,174,504 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,655,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,950,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,384,858 | CurrentTaxYearAmt |
| Total | $48,309,375 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,677 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,268 | CurrentTaxYearAmt |
| Total | $168,253 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,180,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,272,149 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,663,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,950,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,410,126 | CurrentTaxYearAmt |
| Total | $48,477,628 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,756,079,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,169,279,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,016,543,837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,026,841,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,087,984,533 | CurrentTaxYearAmt |
| Total | $10,056,727,970 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99518 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99541 | PublicSupportPY509Pct |
| Investment Income CY | 0.00482 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00459 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| 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 | |
| Form4720 Filed | false | Form4720FiledInd |
| 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 | $12,600 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $118,300 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $130,900 | 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, LINE 1A THROUGH 1I | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES THE ORGANIZATION ("KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. "AKA "KFHP GA") 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 GA HAS A POLICY PROHIBITING ANY OF KFHP GA'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 GA 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 GA'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 GA 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 TO 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 GA. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF KFHP GA OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF KFHP GA. 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 | $30,422,417 | OtherCostOrOtherBasisAmt |
| Book Value | $30,422,417 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $345,247,977 | OtherCostOrOtherBasisAmt |
| Depreciation | $178,736,677 | DepreciationAmt |
| Book Value | $166,511,300 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,763,939 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,777,619 | DepreciationAmt |
| Book Value | $17,986,320 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,411,838 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,068,895 | DepreciationAmt |
| Book Value | $34,342,943 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,215,203 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,091,610 | DepreciationAmt |
| Book Value | $18,123,593 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $267,386,573 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LT DUE FROM AFFILIATED ORGS | $36,149,668 |
| OPERATING LEASE ROU ASSETS | $35,542,573 |
| DEPOSITS | $18,089 |
| OTHER ASSETS | $17,888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $71,728,218 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE ORGANIZATIONS | $1,829,177,269 |
| PROFESSIONAL & OTHER INSURED LIAB. | $46,507,668 |
| PENSION AND OTHER RETIREMENT LIAB. | $14,514,622 |
| OPERATING LEASE LIABILITIES | $38,023,377 |
| PREMIUM RESERVES | $103,280,783 |
| OTHER CURRENT LIABILITIES | $16,116,909 |
| OTHER LONG-TERM LIABILITIES | $9,680,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,057,301,568 | 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (39 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR A HEALTHIER GENERATION INC | |||||||
| 1028 SE WATER AVE 215 | PORTLAND | OR | 97214 | 272028308 | 501(c)(3) | $75,000 | PROJECT SUPPORT |
| ATLANTA CENTER FOR SELF SUFFICIENCY | |||||||
| 18 WM HOLMES BORDERS DR NE | ATL | GA | 30312 | 581479816 | 501(c)(3) | $20,000 | PROJECT SUPPORT |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 732 JOSEPH E LOWERY BLVD NW | ATL | GA | 30318 | 581376648 | 501(c)(3) | $275,000 | PROJECT SUPPORT |
| ATLANTA REGIONAL COMMISSION | |||||||
| 229 PEACHTREE ST NE 100 | ATLANTA | GA | 30303 | 586002324 | 501(c)(3) | $50,000 | PROJECT SUPPORT |
| ATLANTA VOLUNTEER LAWYERS FOUNDATION | |||||||
| 235 PEACHTREE ST NE1750 | ATLANTA | GA | 30303 | 581364400 | 501(c)(3) | $75,000 | PROJECT SUPPORT |
| ATLANTA WOMENS FOUNDATION INC | |||||||
| 3355 LENOX RD NE 850 | ATLANTA | GA | 30326 | 582389721 | 501(c)(3) | $49,100 | PROJECT SUPPORT |
| CENTER FOR EMPLOYMENT OPPORTUNITIES | |||||||
| 50 BROADWAY STE 1604 | NEW YORK | NY | 10004 | 133843322 | 501(c)(3) | $50,000 | PROJECT SUPPORT |
| CHRIS 180 | |||||||
| 1017 FAYETTEVILLE RD SE | ATLANTA | GA | 30316 | 581430183 | 501(c)(3) | $75,000 | PROJECT SUPPORT |
| CLAYTON STATE UNIVERSITY FOUNDATION | |||||||
| 2000 CLAYTON STATE BLVD | MORROW | GA | 30260 | 237419285 | 501(c)(3) | $25,000 | NURSING PROGRAM SCHOLARSHIP |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON RD 1400 | ATLANTA | GA | 30322 | 580566256 | 501(c)(3) | $5,018,356 | PROJECT SUPPORT |
| EMPOWERMENT RESOURCE CENTER | |||||||
| 230 PEACHTREE ST NW | ATLANTA | GA | 30303 | 562587827 | 501(c)(3) | $35,000 | PROJECT SUPPORT |
| ENVIRONMENTAL FUND FOR GEORGIA THE | |||||||
| PO BOX 8688 | ATLANTA | GA | 31106 | 582022001 | 501(c)(3) | $30,000 | PROJECT SUPPORT |
| FIRST STEP STAFFING | |||||||
| 236 AUBURN AVE NE 203 | ATLANTA | GA | 30303 | 208038859 | 501(c)(3) | $95,000 | PROJECT SUPPORT |
| GEORGIA CAMPAIGN FOR ADOLESCENT POWER | |||||||
| 1718 PEACHTREE NW STE465 | ATLANTA | GA | 30309 | 311520709 | 501(c)(3) | $25,000 | PROJECT SUPPORT |
| GEORGIA FAMILY CONNECTION PARTNERSHIP | |||||||
| 235 PEACHTREE ST 1600 | ATLANTA | GA | 30303 | 581888262 | 501(c)(3) | $35,000 | PROJECT SUPPORT |
| GEORGIA STATE UNIVERSITY FOUNDATION INC | |||||||
| 140 DECATUR STUL 918A | ATLANTA | GA | 30302 | 586033185 | 501(c)(3) | $25,000 | NURSING PROGRAM SCHOLARSHIP |
| GOODWILL OF NORTH GEORGIA | |||||||
| 2201 LAWRENCEVILLE HWY | DECATUR | GA | 30033 | 208351046 | 501(c)(3) | $75,000 | PROJECT SUPPORT |
| GWINNETT TECH FOUNDATION INC | |||||||
| 5150 SUGARLOAF PKWY | LAWRENCEVILLE | GA | 30043 | 582106879 | 501(c)(3) | $25,000 | NURSING PROGRAM SCHOLARSHIP |
| HISPANIC SCHOLARSHIP FUND | |||||||
| 1411 W 190TH ST 700 | GARDENA | CA | 90248 | 521051044 | 501(c)(3) | $25,000 | SCHOLARSHIP PROGRAM |
| INITIATIVE FOR AFFORDABLE HOUSING INC | |||||||
| PO BOX 885 | SCOTTDALE | GA | 30079 | 581932474 | 501(c)(3) | $25,000 | PROJECT SUPPORT |
| JDRF INTERNATIONAL | |||||||
| 26 BROADWAY 14TH FL | NEW YORK | NY | 10004 | 231907729 | 501(c)(3) | $10,000 | PROJECT SUPPORT |
| JERUSALEM HOUSE INC | |||||||
| 17 EXECUTIVE PARK DR NE | ATLANTA | GA | 30329 | 581829807 | 501(c)(3) | $50,000 | PROJECT SUPPORT |
| MEALS ON WHEELS ATLANTA | |||||||
| 1705 COMMERCE DR NW | ATLANTA | GA | 30318 | 580960309 | 501(c)(3) | $75,000 | PROJECT SUPPORT |
| MLK JR CENTER FOR NONVIOLENT SOCIAL CHANGE | |||||||
| 449 AUBURN AVE NE | ATLANTA | GA | 30312 | 581030989 | 501(c)(3) | $15,000 | SPONSORSHIPS |
| OPEN HAND ATLANTA INC | |||||||
| 181 ARMOUR DR NE | ATLANTA | GA | 30324 | 581816778 | 501(c)(3) | $50,000 | PROJECT SUPPORT |
| PARTNERS FOR HOME INC | |||||||
| 818 POLLARD BLVD SW | ATLANTA | GA | 30315 | 473476724 | 501(c)(3) | $75,000 | PROJECT SUPPORT |
| PIEDMONT PARK CONSERVANCY INC | |||||||
| PO BOX 7795 | ATLANTA | GA | 30357 | 581551369 | 501(c)(3) | $80,000 | SPONSORSHIPS |
| POSITIVE IMPACT HEALTH CENTERS | |||||||
| 3350 BRECKINRIDGE BLVD | DULUTH | GA | 30096 | 581973324 | 501(c)(3) | $35,000 | PROJECT SUPPORT |
| RESILIENT GEORGIA INC | |||||||
| 5170 PEACHTREE RD | ATLANTA | GA | 30341 | 833975661 | 501(c)(3) | $50,000 | PROJECT SUPPORT |
| ROBERT W WOODRUFF ART CENTER INC | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | 580633971 | 501(c)(3) | $99,000 | PROJECT SUPPORT |
| THE CHILDREN'S MUSEUM OF ATLANTA | |||||||
| 275 CENTENNICAL OLYMPIC PK DR NW | ATLANTA | GA | 30313 | 581785484 | 501(c)(3) | $65,000 | PROJECT SUPPORT |
| TRAVELERS AID OF METROPOLITAN ATLANTA | |||||||
| 34 PEACHTREE ST NW 700 | ATLANTA | GA | 30303 | 580566247 | 501(c)(3) | $35,000 | PROJECT SUPPORT |
| UNITED NEGRO COLLEGE FUND | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | 131624241 | 501(c)(3) | $25,000 | SCHOLARSHIP PROGRAM |
| UNITED WAY OF GREATER ATLANTA INC | |||||||
| 40 COURTLAND ST NE 300 | ATLANTA | GA | 30303 | 580566194 | 501(c)(3) | $80,000 | PROJECT SUPPORT |
| VETERANS EMPOWERMENT ORGANIZATION OF | |||||||
| 373 W LAKE AVE NW | ATLANTA | GA | 30318 | 800219022 | 501(c)(3) | $35,000 | PROJECT SUPPORT |
| VOICES FOR GEORGIAS CHILDREN INC | |||||||
| 75 MARIETTA ST NW 401 | ATLANTA | GA | 30303 | 020678823 | 501(c)(3) | $50,000 | PROJECT SUPPORT |
| WESTSIDE FUTURE FUND INC | |||||||
| 970 JEFFERSON ST NW | ATLANTA | GA | 30318 | 473015082 | 501(c)(3) | $85,000 | PROJECT SUPPORT |
| YEAR UP INC | |||||||
| 730 PEACHTREE ST 900 | ATLANTA | GA | 30308 | 043534407 | 501(c)(3) | $25,000 | PROJECT SUPPORT |
| YMCA OF METROPOLITAN ATLANTA INC | |||||||
| 569 M L KING JR DR NW | ATLANTA | GA | 30314 | 580566253 | 501(c)(3) | $225,000 | PROJECT SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 39 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANTS At the end of their funding cycle, grantees are required to submit a final report which delineates accomplishments related to stated objectives. Large grants (typically over $100K) may require quarterly progress reports. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | 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 (29 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 | $1,949,013 | $0 | $10,590,330 | $0 | $743,758 | $0 | $2,248,687 | $0 | $30,436 | $0 | $15,562,224 | $0 | $3,067,941 |
| Arthur Southam | ||||||||||||||
| EVP, Health Plan Ops & CGO | $0 | $1,196,028 | $0 | $3,042,244 | $0 | $526,564 | $0 | $427,557 | $0 | $32,012 | $0 | $5,224,405 | $0 | $0 |
| Kathryn Lancaster | ||||||||||||||
| EVP & Chief Financial Officer | $0 | $1,197,032 | $0 | $2,859,194 | $0 | $524,128 | $0 | $430,575 | $0 | $16,984 | $0 | $5,027,913 | $0 | $0 |
| Janet Liang | ||||||||||||||
| EVP, Group President & COO | $0 | $1,187,802 | $0 | $2,273,257 | $0 | $543,354 | $0 | $900,276 | $0 | $34,654 | $0 | $4,939,343 | $0 | $373,405 |
| Kimberly Horn | ||||||||||||||
| EVP, Group President, MOC | $0 | $1,048,109 | $0 | $1,460,250 | $0 | $743,396 | $0 | $1,442,280 | $0 | $30,978 | $0 | $4,725,013 | $0 | $502,935 |
| Julie Miller-Phipps | ||||||||||||||
| Regional President - SCAL & HI | $0 | $997,052 | $0 | $1,485,979 | $0 | $752,555 | $0 | $276,463 | $0 | $23,554 | $0 | $3,535,603 | $0 | $376,803 |
| Mark Zemelman | ||||||||||||||
| SVP, General Counsel & Secy | $0 | $767,516 | $0 | $1,741,934 | $0 | $329,088 | $0 | $96,689 | $0 | $38,068 | $0 | $2,973,295 | $0 | $0 |
| Vanessa Benavides | ||||||||||||||
| SVP, Chief Legal Officer | $0 | $484,886 | $0 | $712,201 | $0 | $417,482 | $0 | $253,358 | $0 | $18,749 | $0 | $1,886,676 | $0 | $273,264 |
| Thomas Meier | ||||||||||||||
| SVP, Corporate Treasurer | $0 | $545,140 | $0 | $785,594 | $0 | $131,103 | $0 | $271,040 | $0 | $30,351 | $0 | $1,763,228 | $0 | $0 |
| James Simpson | ||||||||||||||
| Regional President - GA | $0 | $573,043 | $0 | $658,357 | $0 | $175,801 | $0 | $11,870 | $0 | $39,948 | $0 | $1,459,019 | $0 | $0 |
| Alfonse Upshaw | ||||||||||||||
| SVP,Corporate Controller & CAO | $0 | $510,316 | $0 | $601,573 | $0 | $38,950 | $0 | $177,877 | $0 | $21,486 | $0 | $1,350,202 | $0 | $0 |
| Donald Orndoff | ||||||||||||||
| SVP, NFS | $0 | $469,482 | $0 | $517,692 | $0 | $140,506 | $0 | $68,245 | $0 | $31,515 | $0 | $1,227,440 | $0 | $0 |
| Heidi Veltman | ||||||||||||||
| VP, COO - GA | $0 | $363,302 | $0 | $130,728 | $0 | $241,480 | $0 | $205,356 | $0 | $38,030 | $0 | $978,896 | $0 | $0 |
| Jonna Kirkwood | ||||||||||||||
| VP, Ambulatory Care - GA | $0 | $370,365 | $0 | $251,161 | $0 | $67,955 | $0 | $91,877 | $0 | $33,226 | $0 | $814,584 | $0 | $0 |
| James Cullinan | ||||||||||||||
| VP, MSBD - GA | $0 | $332,097 | $0 | $217,357 | $0 | $100,351 | $0 | $117,781 | $0 | $25,882 | $0 | $793,468 | $0 | $68,160 |
| Eldridge Banks | ||||||||||||||
| VP, Human Resources - GA | $0 | $322,325 | $0 | $90,294 | $0 | $194,432 | $0 | $94,260 | $0 | $68,193 | $0 | $769,504 | $0 | $0 |
| Michael Hudson | ||||||||||||||
| VP, CFO - GA | $0 | $367,152 | $0 | $148,920 | $0 | $70,337 | $0 | $123,249 | $0 | $32,660 | $0 | $742,318 | $0 | $0 |
| Hong-Sze Yu | ||||||||||||||
| VP, Brd & Corp Gov & Asst Secy | $0 | $285,025 | $0 | $147,406 | $0 | $108,681 | $0 | $170,997 | $0 | $27,388 | $0 | $739,497 | $0 | $69,146 |
| Ryan Jenson | ||||||||||||||
| Interim Corp Controller & CAO | $0 | $299,001 | $0 | $197,139 | $0 | $110,554 | $0 | $98,471 | $0 | $27,494 | $0 | $732,659 | $0 | $66,215 |
| Michael Nanko | ||||||||||||||
| VP, Continuum of Care | $0 | $283,863 | $0 | $209,500 | $0 | $43,233 | $0 | $132,392 | $0 | $26,147 | $0 | $695,135 | $0 | $0 |
| Kirkland McGhee | ||||||||||||||
| Assistant Secretary | $0 | $291,319 | $0 | $137,127 | $0 | $7,564 | $0 | $120,776 | $0 | $31,996 | $0 | $588,782 | $0 | $0 |
| Beverly Thomas | ||||||||||||||
| VP, Community & Public Affairs | $0 | $260,684 | $0 | $140,841 | $0 | $59,908 | $0 | $103,487 | $0 | $19,023 | $0 | $583,943 | $0 | $0 |
| Kristin Bear | ||||||||||||||
| Assistant Secretary | $0 | $235,103 | $0 | $151,767 | $0 | $41,709 | $0 | $89,342 | $0 | $20,497 | $0 | $538,418 | $0 | $0 |
| Christopher Berry | ||||||||||||||
| VP, Consumer Experience | $6,630 | $226,663 | $0 | $19,180 | $413 | $41,701 | $90 | $154,527 | $2,262 | $32,967 | $9,395 | $475,038 | $0 | $0 |
| Kimberee Phelps | ||||||||||||||
| VP, Quality - GA | $0 | $256,822 | $0 | $77,064 | $0 | $17,336 | $0 | $95,556 | $0 | $31,410 | $0 | $478,188 | $0 | $0 |
| Shelley Sweazey | ||||||||||||||
| ED, Strategic Planning | $0 | $247,886 | $0 | $63,700 | $0 | $3,185 | $0 | $52,274 | $0 | $18,057 | $0 | $385,102 | $0 | $0 |
| Tammy Palmgren | ||||||||||||||
| MGT, Sales IV | $153,700 | $0 | $152,717 | $0 | $6,815 | $0 | $36,881 | $0 | $29,627 | $0 | $379,740 | $0 | $0 | $0 |
| Cherita White | ||||||||||||||
| Assistant Secretary | $0 | $146,306 | $0 | $9,470 | $0 | $3,658 | $0 | $41,214 | $0 | $28,714 | $0 | $229,362 | $0 | $0 |
| Michael Wathen | ||||||||||||||
| VP, HPSA | $0 | $7,738 | $0 | $149,186 | $0 | $27,998 | $0 | $484 | $0 | $0 | $0 | $185,406 | $0 | $26,998 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | METHODS USED TO ESTABLISH COMPENSATION OF CEO/EXECUTIVE DIRECTOR: 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 4b | - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT - Gregory Adams $637,715 Arthur Southam 467,059 Kathryn Lancaster 464,623 Janet Liang 496,329 Kimberly Horn 313,188 Julie Miller-Phipps 721,399 Mark Zemelman 272,737 Vanessa Benavides 367,762 Thomas Meier 86,733 James Simpson 131,024 Donald Orndoff 106,741 Jonna Kirkwood 40,505 James Cullinan 80,420 Hong-Sze Yu 91,157 Ryan Jenson 89,323 Beverly Thomas 27,973 Michael Wathen 26,998 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. 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (21 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 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 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 has influenced U.S. health care through its innovations in these areas: - Prepaid health plans, which spread the cost to make it more affordable - A focus on preventing illness and disease as much as on caring for the sick - An organized, coordinated system that puts as many services as possible under one roof-all connected by an electronic medical record Kaiser Permanente has been committed to shaping the future of health and health care - and helping our members, patients, and communities experience more healthy years. We are recognized as one of America's leading health care providers and not-for-profit health plans. Since 1945, Kaiser Permanente's mission has been to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. We currently serve 12.5 million members in 8 states and the District of Columbia. 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 and how we live has a big impact on our health and well-being. Our work is driven by our mission: to provide high-quality, affordable health care services and to improve the health of our members and our communities. It's also driven by our heritage of prevention and health promotion, and by our conviction that good health is a fundamental right. 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. What does that mean? It 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. Through our continued focus on expanding our community health approach, however, we laid the foundation for an acceleration of work to meet the challenges posed by the public health crises we now face. We dedicated ourselves to improving the social health of our 12.5 million members and the communities we serve. C. Kaiser Permanente's Total Contribution Kaiser Permanente provided $2.6 billion in 2021 to improve the health of our communities. The amounts attributable to Kaiser Foundation Health Plan of Georgia is $55.8 million as follows: - Financial Assistance at cost - $38.5 million - Medicaid - $7.5 million - Community health improvement services and community benefit operations - $1.7 million - Health Professions Education - $643,700 - Research - $648,000 - Cash and in-kind contributions from community benefit - $7 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. |
| 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 Georgia 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 low-income individuals 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 2021, Kaiser Foundation Health Plan of Georgia was providing care to approximately 27,000 people through its Medicaid Managed Care contracts with other health plans. 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 2021, Kaiser Foundation Health Plan of Georgia was providing coverage to approximately 1,000 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 2021 due to Kaiser Permanente's participation in these government programs, Kaiser Foundation Health Plan of Georgia 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 is based on financial need. In general, patients whose household income is at or below 200 percent, and in some regions up to 400 percent, of the federal poverty guidelines 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 (i.e. hospitals, medical centers, and medical office buildings), at Kaiser Permanente outpatient pharmacies, or by Kaiser Permanente providers. Over the course of 2021, Kaiser Foundation Health Plan of Georgia subsidized care for a total of 37,400 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 have a legal mandate or explicit mission to 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, homeless people, 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. |
| III.Social 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 connect them to resources when needed - both community-based programs and Kaiser Permanente-funded initiatives. These improvements grow from our collaboration with each community to co-design and co-create solutions that truly make a positive impact. By engaging members, 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 economic 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 Georgia provided funding of approximately $150,000 to two community organizations, First Step Staffing and Center for Employment Opportunities. In partnership with these organizations, we will strive to end individual homelessness and poverty by helping individuals achieve financial independence and improved health. The workforce development program aims to help clients move from unemployment or low-wage positions into long-term, livable wage, middle-skill occupations. It provides the support and training needed to secure long-term, financially sustainable employment. Kaiser Foundation Health Plan of Georgia provided funding of $75,000 to support Goodwill of North Georgia's "Youth Employment Services" (YES) program. With this program, Goodwill of North Georgia seeks to address the educational needs of opportunity youth, ages 16-24, in Clarke and surrounding counties by giving them the skills and coaching they need to graduate high school or earn a GED, enter the workforce, and pursue post-secondary education. The program will include career coaching, job readiness and soft skills training, supportive services, mentoring, opportunities for paid internships, and credential-based skills training in the healthcare field. |
| 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 Georgia also partnered with Community Solutions International, Inc. to help accelerate efforts to end chronic homelessness in communities within Kaiser Permanente's national footprint. Our partnership with Community Solutions includes supporting their capacity and ability to successfully conduct Built for Zero work in Kaiser Permanente communities. It also supports building the evidence base for validating the Built for Zero methodology and creating other models to help communities achieve quality data, an essential piece of the Built for Zero process. New proof points and shared learning around Built for Zero's success will help build out a roadmap to help any community reduce and end homelessness. Kaiser Foundation Health Plan of Georgia also provided funding of $85,000 to the Westside Future Fund, an organization that advances a compassionate approach to neighborhood revitalization that creates a diverse, mixed-income community, improves the quality of life for current and future residents and elevates the Historic Westside's unique history and culture. Funding for the "Home on the Westside" program will support low-income families to maintain housing security and strengthen their financial health. This funding will also increase the number of affordable housing units available to families on the Westside and provide the appropriate wraparound support services. Kaiser Foundation Health Plan of Georgia provided funding of $80,000 to support the United Way of Greater Atlanta's Motel to Home: Healthy Homes for Kids project. The project will help low-income families with at least one school-aged child living in hotels, motels, and extended stays in Metro Atlanta move into permanent housing. The United Way of Greater Atlanta will identify families living in motels for 30 days or more to connect families with resources, referrals, and appropriate rental housing. United Way of Greater Atlanta's goal is to engage and bring together people and resources to drive sustainable and equitable improvements in the well-being of children, families, and individuals in the community. |
| 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 Foundation Health Plan of Georgia partnered with the Alliance for Healthier Generation to advance the RISE (Resilience in School Environments) initiative, an enterprise-wide effort. RISE is designed to empower schools and districts to create safe and supportive learning environments by cultivating practices that strengthen the social and emotional health of all students and school staff. RISE is the first national initiative of its kind specifically designed for schools and districts to improve safety, connectedness, and relationships among students and staff; increase skills related to social and emotional learning for students and staff; increase mental health supports; and increase job satisfaction, including reducing staff member stress. |
| 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 the Thrive Local initiative, launched in late 2019, Kaiser Permanente is establishing bi-directional electronic community networks in every Kaiser Permanente service area. The 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 care delivery. Data aggregated through the network technology provides a robust source of information on local social needs and service gaps to drive collaborative community planning. Kaiser Permanente's Thrive Local contributions in 2021 facilitated growth of these community networks by funding community-based organizations to invest in change management, technology, or staffing to assist them in joining the network, as well as "anchor" social service organizations that participated in outreach to build the networks, ensuring they reflect the needs of their respective communities. Kaiser Foundation Health Plan of Georgia partnered with a community-based organization to meet the increasing number of referrals resulting from its participation in the community network. Kaiser Foundation Health Plan of Georgia will continue to assist community partners to join the community network and to serve as a "champion" to support outreach and on-boarding of local social service providers. Community based organizations address a variety of needs including, housing insecurity and homelessness; health and behavioral health; child, youth, family, and senior services; nutrition and food insecurity; financial support and employment; and domestic and interpersonal violence. |
| E.Food for Life | 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. It includes increasing individual and family purchasing power; providing enhanced nutrition to vulnerable and sick members; improving access to community resources; and advancing local and national food security efforts through research, policy advocacy, thought leadership and community support. Kaiser Permanente recognizes that solving for food security goes beyond just giving people food. People's attitudes toward food, the economic tradeoffs they must make, the stigma around food assistance, and social and culture dimensions all play an important role. Food insecurity is linked to a variety of adverse health outcomes, including poor chronic disease management, developmental and mental health problems, increased hospitalizations, and higher costs of care. Kaiser Foundation Health Plan of Georgia awarded $1M to the Atlanta Community Food Bank, of which $275,000 was paid in 2021 for the Growing Healthy Futures Capital Campaign which will enable the food bank to increase the number of meals it provides through critical infrastructure investments, including a new facility. The program will also support access to nutritious food, improve health outcomes for clients by providing them with healthier, nutrient-rich food options, reducing incidences of Cardiovascular Conditions, Type II Diabetes, Obesity/HEAL. Funding will also strengthen the hunger relief system bolstering the work of partner agencies while enabling innovative new partnerships with other social service providers, from healthcare to education. |
| 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 Georgia'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. In 2018, we joined forces with the de Beaumont Foundation, a leader in public health philanthropy, to help U.S. cities thrive through the CityHealth initiative. Created by the de Beaumont Foundation to promote practices that make cities healthier, CityHealth tracks and reports on proven policies, and works with cities to advance policies that achieve community health priorities. Through this relationship, Kaiser Foundation Health Plan of Georgia will leverage 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. For Kaiser Foundation Health Plan of Georgia, 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 who live in the communities it serves. Policy menu includes: earned sick leave, high-quality accessible pre-Kindergarten, affordable housing/inclusionary zoning, complete streets, safer alcohol sales, Tobacco 21, smoke-free indoor air, food safety and restaurant inspection rating, healthy food procurement. Kaiser Foundation Health Plan of Georgia also supported efforts to partner with the Vose River Charitable Fund, which is an organization that develops tools and collaborates with other nonprofit organizations and government health departments to support effective policies and the public health workforce. Our partnership with Vose River Charitable Fund will ensure the CityHealth initiative has sufficient staffing and consultants, policy-specific technical assistance, policy assessment research and communications support. Funding will also 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 obligation as a health care provider to minimize our environmental impact. We work to be environmentally responsible throughout our organization - in how we power our facilities, purchase food and medical supplies and equipment, manage waste, and invest in our communities. We also prioritize partnerships with others to develop policies and systems that strengthen community health and protect our environment. Our mission to improve the total health of our members and the communities we serve compels us to take bold steps to reduce our impact on the climate and increase understanding of the connection between climate and health. We know one way to improve the health of the communities we serve is by improving their environmental conditions. In 2020, we became the first U.S. health system to become carbon neutral as an organization, completing the "last mile" toward this milestone through investment in carefully chosen carbon offset projects. By eliminating our carbon footprint, we have taken measurable action to improve conditions that lead to poor health, deepening our commitment to create more healthy years for all, and supporting the medical community's pledge to do no harm. In 2021, we also dedicated 26.62% of overall spending on products to items that met our Environmentally Preferable Purchasing standards and 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 nationally acclaimed 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 for its geographically and demographically diverse members. In 2021, Kaiser Foundation Health Plan of Georgia engaged in 38 active studies (including 6 clinical trials) and published 26 journal articles. The Center for Research and Evaluation (CRE) was established in 1998 and focuses on research projects and clinical trials that are aligned with the organization's strategic objectives. The center's research portfolio and interests include studies related to chronic disease prevention and treatment; diabetes; cancer; health equity, behavioral health; and health services. In 2021, the Center for Research and Evaluation published the following research: To receive a kidney transplant, patients receiving dialysis for kidney failure must be referred to a transplant center by the dialysis center. The next steps after referral are evaluation, waitlisting for an organ, and then transplant surgery. Studies have reported that patients treated at for-profit dialysis facilities are less likely to be waitlisted for and receive a transplant than those treated at non-profit facilities. Research scientists sought to determine the association between facility profit status and critical steps in the transplantation process in Georgia, North Carolina, and South Carolina. Findings published in the Clinical Journal of the American Society of Nephrology suggest lower access to referral among patients receiving dialysis at for-profit facilities in the Southeast United States, but no difference in starting the evaluation and waitlisting by facility profit status. |
| V.Pandemic Response | After two years, the COVID-19 pandemic continues to be a significant risk in our communities, especially for people who are not yet vaccinated. We rapidly rolled out vaccines, and now boosters, and administered COVID-19 tests while managing new and unpredictable variants like delta and omicron as they surfaced. Kaiser Permanente awarded grants to dozens of community-based organizations, safety net providers, and trusted messengers in every market we serve to expand public education and to create trusted messenger campaigns to increase education and to remove barriers for individuals and communities at highest risk for contracting COVID-19. Kaiser Permanente's COVID-19 Social Health Playbook provides care teams with guidance and tools for screening patients for social needs, connecting them to help, and following up to ensure their needs are met. The guidelines have a strong focus on addressing COVID-19 patients' social needs to improve their health outcomes and to prevent further transmission of the virus. Kaiser Permanente has been part of studies to improve our understanding of COVID-19 and develop tools to prevent and treat the disease, including clinical trials to determine the safety and effectiveness of coronavirus vaccines. |
| FORM 990, PART VI, LINE 1a | - Voting Member and Governing Body - THE EXECUTIVE COMMITTEE, CONSISTING OF THREE DIRECTORS, HAS AUTHORITY TO ACT FOR THE BOARD BETWEEN MEETINGS EXCEPT IT HAS NO AUTHORITY TO: 1. ADOPT, AMEND OR REPEAL BYLAWS. 2. AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEALABLE. 3. ELECT, APPOINT OR REMOVE DIRECTORS, DESIGNATE COMMITTEES OF THE BOARD OF DIRECTORS OR FILL VACANCIES IN THE BOARD OF DIRECTORS OR IN ANY SUCH COMMITTEE. 4. DISSOLVE, MERGE OR CONSOLIDATE THE CORPORATION. 5. ADOPT, AMEND OR REPEAL ARTICLES OF INCORPORATION. 6. SELL, LEASE, PLEDGE, TRANSFER OR EXCHANGE ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OF THE CORPORATION. 7. FIX COMPENSATION OF DIRECTORS FOR SERVING ON THE BOARD OR ON ANY COMMITTEE. 8. AUTHORIZE ANY DIRECT OR INDIRECT TRANSFER OF MONEY OR OTHER PROPERTY OR INCUR ANY INDEBTEDNESS TO OR FOR THE BENEFIT OF THE MEMBER OR THE DIRECTORS OR OFFICERS OF THE CORPORATION OR TO OR FOR THE BENEFIT OF TRANSFEREES IN LIQUIDATION (OTHER THAN CREDITORS OF THE CORPORATION). 9. TAKE ANY OTHER ACTION WHICH THE BOARD OF DIRECTORS IS NOT AUTHORIZED TO TAKE. |
| FORM 990, PART VI, LINE 6 | KAISER FOUNDATION HEALTH PLAN, INC. IS THE SOLE MEMBER. |
| FORM 990, PART VI, LINE 7A | - Elect Members of The Governing Body - KAISER FOUNDATION HEALTH PLAN, INC. APPOINTS THE BOARD OF DIRECTORS (AND FILLS VACANCIES AND HAS AUTHORITY TO REMOVE DIRECTORS). |
| FORM 990, PART VI, LINE 7B | - Approval of Certain Governance Decisions - THE FOLLOWING ACTIONS OF THE CORPORATION REQUIRE THE APPROVAL OF THE MEMBER. TYPICALLY THE MEMBER (KFHP, INC.) WOULD APPROVE ACTIONS REQUIRING MEMBER APPROVAL AND THE BOARD OF DIRECTORS OF KFHP-GA ALSO WOULD APPROVE OR RATIFY THE ACTION: 1. THE CHAIRMAN OF THE BOARD, CEO, AND ANY PRESIDENT ARE APPOINTED BY THE MEMBER. REMOVAL OF THESE OFFICERS REQUIRE MEMBER APPROVAL THE COMPENSATION OF ANY PRESIDENT AND OTHER EXECUTIVE OFFICERS OF THE CORPORATION SHALL BE APPROVED BY THE MEMBER'S COMPENSATION COMMITTEE; 2. THE SALE, LEASE, EXCHANGE, OR OTHER DISPOSITION OF, THE MORTGAGE, PLEDGE OR DEDICATION TO THE REPAYMENT OF INDEBTEDNESS (WHETHER WITH OR WITHOUT RECOURSE), OR ANY OTHER ENCUMBRANCE OF PROPERTY OF THE CORPORATION, OR THE ACQUISITION OF ASSETS, WHETHER OR NOT IN THE USUAL OR REGULAR COURSE OF THE CORPORATION'S ACTIVITIES, WHERE THE FAIR MARKET VALUE OF SUCH CORPORATE PROPERTY OR ASSETS BEING DISPOSED OF, ACQUIRED OR ENCUMBERED EXCEEDS 10% OF THE VALUE OF THE ASSETS OF THE CORPORATION AS REFLECTED IN THE MOST RECENT ANNUAL OR QUARTERLY FINANCIAL STATEMENTS THAT ARE AVAILABLE ON THE DATE IMMEDIATELY PRECEDING THE DATE OF THE RELEVANT TRANSACTION SHALL REQUIRE THE APPROVAL OF THE MEMBER; 3. CAPITAL EXPENDITURES THAT EXCEED $25 MILLION SHALL REQUIRE THE APPROVAL OF THE MEMBER; 4. THE ISSUANCE OF TAX-EXEMPT BONDS; 5. ARTICLES C (MEMBER), D (DIRECTORS) AND H (AMENDMENT AND EFFECT OF BYLAWS) OF THE BYLAWS MAY BE AMENDED ONLY BY THE MEMBER. |
| Form 990, 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. - 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 THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AS DISCLOSED TO OTHER REGULATORY BODIES. TO REQUEST COPIES CONTACT: NATIONAL COMMUNICATIONS - RM OPERATIONS KAISER FOUNDATION HEALTH PLAN AND HOSPITALS ONE KAISER PLAZA, 18TH FLOOR OAKLAND, CA 94612 |
| Form 990, Part VII, Section A, Column | 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 LIABILITIES $ 80,846,677 OTHER THAN TEMPORARY IMPAIRMENTS (3,941,284) GAIN/LOSS ON INVESTMENTS - BOOK 2,836,170 GAIN/LOSS ON INVESTMENTS - TAX (2,212,242) CHANGE IN DONATED CAPITAL 1 -------------- TOTAL $ 77,529,322 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 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 15L | OAKLAND | CA | 94612 | 941105628 | HEALTH CARE | CA | 501(C)(3) | 3 | NA | false |
| KAISER FOUNDATION HEALTH PLAN INC | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 941340523 | HEALTH CARE | CA | 501(C)(3) | 10 | NA | false |
| KAISER FOUNDATION HEALTH PLAN OF CO | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 840591617 | HEALTH CARE | CO | 501(C)(3) | 10 | KFHP INC | Yes (true) |
| KAISER FOUNDATION HEALTH PLAN OF THE MAS | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 520954463 | HEALTH CARE | MD | 501(C)(3) | 10 | KFHP INC | Yes (true) |
| KAISER FOUNDATION HEALTH PLAN OF THE NW | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 930798039 | HEALTH CARE | OR | 501(C)(3) | 10 | KFHP INC | Yes (true) |
| KAISER FDN HEALTH PLAN OF WASHINGTON | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 910511770 | HEALTH CARE | WA | 501(C)(3) | 3 | KFHPW HLDING | Yes (true) |
| KAISER HOSPITAL ASSET MANAGEMENT INC | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943299125 | ASSET MGMT | CA | 501(C)(3) | 12-I | KFH | Yes (true) |
| KAISER HEALTH PLAN ASSET MANAGEMENT INC | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943299124 | ASSET MGMT | CA | 501(C)(3) | 12-I | KFHP INC | Yes (true) |
| CAMP BOWIE SERVICE CENTER | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943299123 | ADMIN | CA | 501(C)(3) | 12-I | KFHP INC | Yes (true) |
| LOKAHI ASSURANCE LTD | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 912171891 | WC PLACEMENT | HI | 501(C)(3) | 12-I | KFHP INC | Yes (true) |
| 1800 HARRISON FOUNDATION | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943317484 | FINANCING | CA | 501(C)(3) | 12-I | KFHP INC | Yes (true) |
| KAISER HOSPITAL ASSISTANCE CORPORATION | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 311779500 | FINANCING | CA | 501(C)(3) | 12-I | KFH | Yes (true) |
| KAISER HEALTH ALTERNATIVES | ||||||||||
| ONE KAISER PLAZA 15L | 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 15L | OAKLAND | CA | 94612 | 814053028 | MEDICAL EDU | CA | 501(C)(3) | 2 | KFH | Yes (true) |
| KFHPW HOLDINGS | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 930480268 | HEALTH CARE | WA | 501(C)(3) | 12-I | KFHP INC | Yes (true) |
| GROUP HEALTH NORTHWEST | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 911216856 | INACTIVE | WA | 501(C)(3) | 12-I | KFHP OF WA | Yes (true) |
| GROUP HEALTH OF WASHINGTON | ||||||||||
| ONE KAISER PLAZA 15L | 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 15L | OAKLAND | CA | 94612 | 823819611 | ADVOCACY | CA | 501(C)(4) | N/A | KFHP INC | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NXT CAP SR FD ILLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 N Wacker Dr 1200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371651297 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| UBI Code V | $0 | UBICodeVAmt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 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 | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OAK TREE ASSURANCE LTD | ||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 030329760 | INSURANCE | VT | NA | C CORP | $0 | $0 | 0.00000 | false |
| KAISER PERMANENTE INSURANCE COMPANY | ||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943203402 | INSURANCE | CA | NA | C CORP | $0 | $0 | 0.00000 | false |
| KAISER PERMANENTE INTERNATIONAL | ||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943245176 | CONSULTING | CA | NA | C CORP | $0 | $0 | 0.00000 | false |
| GROUP HEALTH SERVICES INC | ||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 911392222 | INACTIVE | WA | NA | C CORP | $0 | $0 | 0.00000 | false |
| KFHP OF WASHINGTON OPTIONS INC | ||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 911467158 | INSURANCE | WA | NA | C CORP | $0 | $0 | 0.00000 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | 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 | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | 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 (36 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | ||
| B | $520,311 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| L | $37,871,682 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| M | $121,181,683 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| P | $217,062,631 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| Q | $53,834,025 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| R | $819,929 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| S | $3,211,075 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| A | $42,180,537 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| E | $275,000,000 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| M | $100,071,418 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| P | $3,458,825 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| Q | $577,212 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| R | $289,364 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| S | $891,685 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| L | $6,044,067 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| M | $6,111,789 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| P | $409,586 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| S | $51,883 | PER AGREEMENT |
| KFHP OF THE MID-ATLANTIC STATES INC | ||
| L | $5,017,995 | PER AGREEMENT |
| KFHP OF THE MID-ATLANTIC STATES INC | ||
| M | $5,090,372 | PER AGREEMENT |
| KFHP OF THE MID-ATLANTIC STATES INC | ||
| Q | $50,275,384 | PER AGREEMENT |
| KFHP OF THE MID-ATLANTIC STATES INC | ||
| R | $263,648 | PER AGREEMENT |
| KFHP OF THE MID-ATLANTIC STATES INC | ||
| S | $153,469 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF THE NORTHWEST | ||
| L | $866,103 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF THE NORTHWEST | ||
| M | $737,775 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| M | $196,525 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| P | $34,722,586 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| S | $2,063,576 | PER AGREEMENT |
| KAISER PERMANENTE INSURANCE COMPANY | ||
| L | $29,099,682 | PER AGREEMENT |
| KAISER PERMANENTE INSURANCE COMPANY | ||
| M | $62,901,053 | PER AGREEMENT |
| KAISER PERMANENTE INSURANCE COMPANY | ||
| Q | $232,474 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| M | $5,981,495 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| Q | $5,583,005 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| S | $3,491,338 | PER AGREEMENT |
| OAK TREE ASSURANCE LTD | ||
| L | $1,528,200 | PER AGREEMENT |
| OAK TREE ASSURANCE LTD | ||
| M | $1,794,505 | PER AGREEMENT |