KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC (EIN 52-0954463)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-15
IRS object ID: 202103199349307305
Schema version: 2020v4.1
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	2021-11-15T09:27:56-06:00	ReturnTs
Tax Period End	2020-12-31	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	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	520954463	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KAISER FOUNDATION HEALTH PLAN OF THE	BusinessNameLine1Txt
Business Name Line2	MID-ATLANTIC STATES INC	BusinessNameLine2Txt

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	2021-10-22	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	2021-10-14	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	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	RUTH E WILLIAMS-BRINKLEY	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	$5,680,681,533	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	1972	FormationYr
Legal Domicile State	MD	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	13	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	9133	TotalEmployeeCnt
Total Volunteers	520	TotalVolunteersCnt
Total Gross UBI	$966,081	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$431,622	PYContributionsGrantsAmt
CY Contributions Grants	$442,825	CYContributionsGrantsAmt
PY Program Service Revenue	$4,671,044,334	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,114,502,014	CYProgramServiceRevenueAmt
PY Investment Income	$15,091,173	PYInvestmentIncomeAmt
CY Investment Income	$20,986,463	CYInvestmentIncomeAmt
PY Other Revenue	$687,868	PYOtherRevenueAmt
CY Other Revenue	$322,520	CYOtherRevenueAmt
PY Total Revenue	$4,687,254,997	PYTotalRevenueAmt
CY Total Revenue	$5,136,253,822	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,609,982	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,826,304	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$905,012,086	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$980,677,246	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,727,321,521	PYOtherExpensesAmt
CY Other Expenses	$3,960,293,464	CYOtherExpensesAmt
PY Total Expenses	$4,633,943,589	PYTotalExpensesAmt
CY Total Expenses	$4,943,797,014	CYTotalExpensesAmt
PY Revenues Less Expenses	$53,311,408	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$192,456,808	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,211,516,129	TotalAssetsBOYAmt
Total Assets EOY	$2,356,811,589	TotalAssetsEOYAmt
Total Liabilities BOY	$2,532,776,975	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,623,410,245	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$321,260,846	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$266,598,656	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	$3,918,329,681	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$4,596,152,873	RevenueAmt
Desc	MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING TO IMPROVE CARE KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. (KFHP MAS) PROVIDES COMPREHENSIVE, PREDOMINANTLY PREPAID DIRECT SERVICE HEALTH CARE PLANS FOR MEMBERS OF THE PUBLIC AND PROMOTES THE GENERAL HEALTH OF THE COMMUNITIES IT SERVES. AS AN INTEGRATED HEALTH CARE PROVIDER, KFHP MAS 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 MAS 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	$591,650,425	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$518,349,141	RevenueAmt
Desc	MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. (KFHP-MAS) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP-MAS MEMBERS, BUT ALSO WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2020, OVER 130,000 INDIVIDUALS WERE RECEIVING THE BENEFITS OF FULL MEMBERSHIP THROUGH KFHP-MAS' MEDICAID MANAGED CARE PROGRAMS IN MARYLAND AND VIRGINIA. IN ADDITION, KFHP-MAS PROVIDED HEALTH CARE ON A FEE-FOR-SERVICE BASIS FOR MEDICAID BENEFICIARIES WHO WERE NOT ENROLLED AS KFHP-MAS MEMBERS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$65,228,758	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	CHARITY CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE) KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. (KFHP-MAS) PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. KFHP-MAS 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 2020, THIS PROGRAM ASSISTED APPROXIMATELY 46,000 PATIENTS THROUGH FINANCIAL ASSISTANCE. THE CHC PROGRAM OFFERS REGULAR KAISER FOUNDATION HEALTH PLAN MEMBERSHIP AT MINIMAL COST TO LOW INCOME FAMILIES WHO ARE NOT ELIGIBLE FOR OTHER PUBLIC OR PRIVATELY SPONSORED COVERAGE. APPROXIMATELY 11,000 INDIVIDUALS WERE RECEIVING COMPREHENSIVE HEALTH CARE THROUGH THIS PROGRAM AT THE END OF 2020.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$15,843,698	ExpenseAmt
Grant	$2,826,304	GrantAmt
Revenue	$0	RevenueAmt
Desc	SEE EXEMPT PURPOSE ACHIEVEMENTS IN SCH O	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$15,843,698	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$2,826,304	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$4,591,052,562	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	Yes (true)	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	3834	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	9133	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
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 STE 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 (43 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Gregory Adams
Chairman & CEO	4.0	46.0	Yes (X)	Yes (X)	$0	$12,266,743	$5,001,317
Janet Liang
EVP, Group President & COO	3.5	46.5		Yes (X)	$0	$2,862,430	$2,717,903
Kathryn Lancaster
EVP & CFO	3.5	46.5		Yes (X)	$0	$4,540,316	$546,340
Arthur Southam
EVP, Health Plan Ops & CGO	4.0	46.0		Yes (X)	$0	$4,357,301	$529,054
Kimberly Horn
EVP, Group President, MOC	3.5	46.5		Yes (X)	$0	$2,242,456	$2,057,739
Mark Zemelman
SVP, General Counsel & Secy	1.0	49.0		Yes (X)	$0	$2,902,465	$214,679
Ruth Williams-Brinkley
Region President	22.5	27.5		Yes (X)	$0	$1,828,768	$464,435
Thomas Meier
SVP, Corporate Treasurer	1.5	48.5		Yes (X)	$0	$1,595,486	$297,294
Alfonse Upshaw
SVP,Corporate Controller & CAO	3.5	46.5		Yes (X)	$0	$1,180,405	$227,497
Donald Orndoff
SVP, NFS	4.0	46.0		Yes (X)	$0	$1,110,954	$152,897
Joan Gelrud
SVP, Hlth Plan & Hosp Quality	0.0	50.0			$0	$863,316	$194,525	Yes (X)
Frank Titus
VP, Group Operations	50.0	0.0			$0	$687,929	$244,783		Yes (X)
Lawrence Hamilton
Chief Operating Officer, MAS	50.0	0.0			$0	$263,573	$647,476		Yes (X)
Delinda Washington
VP, Human Resources - MAS	50.0	0.0			$0	$661,409	$183,485			Yes (X)
William Wiechmann
Assistant Secretary	50.0	0.0		Yes (X)	$0	$576,623	$226,968
Heidi Veltman
VP, Delivery System Operations	50.0	0.0			$0	$380,907	$369,626			Yes (X)
Mark Ruszczyk
VP, MSBD - MAS	50.0	0.0			$0	$563,694	$178,582		Yes (X)
Hong-Sze Yu
VP, Brd & Corp Gov & Asst Secy	3.5	46.5		Yes (X)	$0	$458,777	$251,549
Pamela Galley
VP, Continuum of Care	50.0	0.0			$0	$465,279	$237,312			Yes (X)
Ryan Jenson
Interim Corp Controller & CAO	3.5	46.5		Yes (X)	$0	$544,581	$142,453
Robert Ricketts
VP, CFO - MAS	50.0	0.0			$0	$438,019	$206,078		Yes (X)
Wayne Wilson
VP, Govt Prgms & Ext Relations	50.0	0.0			$0	$469,213	$153,999			Yes (X)
Kristin Bear
Assistant Secretary	4.0	46.0		Yes (X)	$0	$419,263	$193,015
Skelly Wingard
VP, Continuum of Care	50.0	0.0			$0	$425,266	$106,556			Yes (X)
Joseph Butz
VP, COO - MAS	50.0	0.0			$0	$469,792	$43,104		Yes (X)
Bernice Gould
Assistant Secretary	1.0	49.0		Yes (X)	$0	$259,292	$173,702
Rochelle Roth
Assistant Secretary	0.0	50.0			$0	$228,454	$157,431	Yes (X)
Judith A Johansen JD
Director	0.5	8.5	Yes (X)		$0	$257,524	$51,468
Margaret E Porfido JD
Director	0.25	3.25	Yes (X)		$9,000	$290,093	$7,619
Cynthia A Telles PHD
Director	0.7	9.0	Yes (X)		$0	$277,494	$7,082
Leslie S Heisz
Director	0.3	5.7	Yes (X)		$0	$258,631	$24,949
David F Hoffmeister
Director	0.3	9.7	Yes (X)		$0	$263,629	$17,039
Jeffrey E Epstein
Director	0.5	8.0	Yes (X)		$0	$256,558	$7,003
Maryann Bodayle
Assistant Secretary	1.0	49.0		Yes (X)	$0	$190,927	$71,587
Ramon F Baez
Director	0.2	3.55	Yes (X)		$0	$240,629	$17,909
Richard P Shannon MD
Director	0.5	5.5	Yes (X)		$0	$228,500	$24,093
A Eugene Washington MD
Director	0.25	7.05	Yes (X)		$0	$235,500	$12,117
Regina M Benjamin MD MBA
Director	0.5	8.0	Yes (X)		$0	$192,274	$48,629
David J Barger
Director	0.5	9.5	Yes (X)		$0	$218,000	$16,678
Matthew T Ryan
Director	0.25	8.25	Yes (X)		$0	$223,000	$0
Kim J Kaiser
Director	0.0	0.5			$0	$39,414	$0	Yes (X)
Edward YW Pei
Director	0.0	0.0			$0	$14,281	$0	Yes (X)
William Graber
Director	0.0	0.0			$0	$10,593	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$42,574,965	TotReportableCompRltdOrgAmt
Total Other Compensation	$15,588,666	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2523	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
MID-ATLANTIC PERMANENTE MEDICAL GRO
2101 EAST JEFFERSON STREET	ROCKVILLE	MD	20852	MEDICAL SERVICES	$976,922,440
HOLY CROSS HEALTH
1500 FOREST GLEN RD	SILVER SPRINGS	MD	20910	MEDICAL SERVICES	$168,806,092
WHITING-TURNER CONTRACTING COMPANY
300 E JOPPA RD	BALTIMORE	MD	21286	CONSTRUCTION	$129,314,089
VIRGINIA HOSPITAL CENTER
8456 TYCO ROAD	VIENNA	VA	22182	MEDICAL SERVICES	$118,080,693
WASHINGTON HOSPITAL CENTER
PO BOX 418203	BOSTON	MA	02241	MEDICAL SERVICES	$84,697,124

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	400	CntrctRcvdGreaterThan100KCnt
Government Grants	$326,794	GovernmentGrantsAmt
All Other Contributions	$116,031	AllOtherContributionsAmt
Total Contributions	$442,825	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERS' DUES	900099	$3,809,154,573	$3,809,154,573
MEDICARE REVENUE	900099	$986,268,123	$986,268,123
SUPPLEMENTAL REVENUE	900099	$142,255,852	$142,255,852
NON-PLAN & INDUSTRY	900099	$2,610,799	$1,644,718	$966,081
OTHER PROGRAM SERVICES	900099	$174,212,667	$174,212,667

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,114,502,014	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,291,919	TotalRevenueColumnAmt
Exclusion	$11,291,919	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	$315,514	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$315,514	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$315,514	TotalRevenueColumnAmt
Exclusion	$315,514	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$554,055,608	SecuritiesAmt
Other	$66,647	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$544,242,492	SecuritiesAmt
Other	$185,219	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$9,813,116	SecuritiesAmt
Other	-$118,572	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,694,544	TotalRevenueColumnAmt
Exclusion	$9,694,544	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	CAFETERIA REVENUE	Desc
Business	722514	BusinessCd
Total Revenue Column	$7,006	TotalRevenueColumnAmt
Exclusion	$7,006	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$7,006	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,136,253,822	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,113,535,933	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$966,081	UnrelatedBusinessRevenueAmt
Exclusion	$21,308,983	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,826,304	TotalAmt
Program Services	$2,826,304	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	$9,000	TotalAmt
Management And General	$9,000	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	$685,933,356	TotalAmt
Program Services	$652,924,017	ProgramServicesAmt
Management And General	$33,009,339	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$130,693,756	TotalAmt
Program Services	$130,693,756	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$110,944,620	TotalAmt
Program Services	$96,772,481	ProgramServicesAmt
Management And General	$14,172,139	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$53,096,514	TotalAmt
Program Services	$53,096,514	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	$128,178	TotalAmt
Management And General	$128,178	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,294,297	TotalAmt
Management And General	$1,294,297	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$129,148	TotalAmt
Management And General	$129,148	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	$380,316	TotalAmt
Management And General	$380,316	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$18,411,052	TotalAmt
Program Services	$493,344	ProgramServicesAmt
Management And General	$17,917,708	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$24,867,180	TotalAmt
Program Services	$23,229,436	ProgramServicesAmt
Management And General	$1,637,744	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$239,202,838	TotalAmt
Program Services	$161,786,130	ProgramServicesAmt
Management And General	$77,416,708	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$52,413,382	TotalAmt
Program Services	$52,375,960	ProgramServicesAmt
Management And General	$37,422	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,468,938	TotalAmt
Program Services	$2,351,741	ProgramServicesAmt
Management And General	$117,197	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	$974,862	TotalAmt
Management And General	$974,862	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$29,022,529	TotalAmt
Program Services	$29,022,529	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$99,659,762	TotalAmt
Program Services	$99,659,762	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$29,115,957	TotalAmt
Program Services	$29,113,207	ProgramServicesAmt
Management And General	$2,750	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
BASIC CONTRACTUAL PAYMENTS	$1,734,973,922	$1,734,973,922
MEDICAL & OTHER SUPPLIES	$804,437,503	$725,293,909	$79,143,594
PURCHASED MEDICAL SERVICES	$446,989,036	$446,989,036
INTER-REGIONAL CHARGES	$214,887,045	$209,766,214	$5,120,831

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$260,937,519	TotalAmt
Program Services	$139,684,300	ProgramServicesAmt
Management And General	$121,253,219	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,943,797,014	TotalAmt
Program Services	$4,591,052,562	ProgramServicesAmt
Management And General	$352,744,452	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	$52,974,763	BOYAmt
EOY	$93,890,707	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	$241,194,495	BOYAmt
EOY	$265,612,266	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	$35,307,222	BOYAmt
EOY	$42,339,686	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,832,129	BOYAmt
EOY	$6,849,711	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,290,007,738	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$911,541,970	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,110,738,659	BOYAmt
EOY	$1,378,465,768	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$509,103,800	BOYAmt
EOY	$329,673,825	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$254,365,061	BOYAmt
EOY	$239,979,626	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,211,516,129	BOYAmt
EOY	$2,356,811,589	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$439,798,998	BOYAmt
EOY	$484,483,814	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	$55,757,343	BOYAmt
EOY	$57,996,179	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	$2,037,220,634	BOYAmt
EOY	$2,080,930,252	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,532,776,975	BOYAmt
EOY	$2,623,410,245	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	$8,301,762	BOYAmt
EOY	$8,301,762	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	-$329,562,608	BOYAmt
EOY	-$274,900,418	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$321,260,846	BOYAmt
EOY	-$266,598,656	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,211,516,129	BOYAmt
EOY	$2,356,811,589	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$192,456,808	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,410,118	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$136,384,500	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	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$431,622	CurrentTaxYearMinus1YearAmt
Current Tax Year	$442,825	CurrentTaxYearAmt
Total	$874,447	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,408,656,198	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,700,220,530	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,339,528,366	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,669,434,994	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,115,468,095	CurrentTaxYearAmt
Total	$21,233,308,183	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	$3,408,656,198	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,700,220,530	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,339,528,366	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,669,866,616	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,115,910,920	CurrentTaxYearAmt
Total	$21,234,182,630	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	$21,234,182,630	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,333,472	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,320,498	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,236,407	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,184,603	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,607,433	CurrentTaxYearAmt
Total	$49,682,413	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,333,472	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,320,498	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,236,407	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,184,603	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,607,433	CurrentTaxYearAmt
Total	$49,682,413	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$317,240	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$57,680	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,700	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,006	CurrentTaxYearAmt
Total	$384,626	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,413,306,910	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,705,598,708	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,352,767,473	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,685,051,219	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,127,525,359	CurrentTaxYearAmt
Total	$21,284,249,669	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99765	PublicSupportCY509Pct
Public Support PY509	0.99778	PublicSupportPY509Pct
Investment Income CY	0.00233	InvestmentIncomeCYPct
Investment Income PY	0.00218	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)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	Yes (true)	GrantsOtherOrganizationsInd
Grants Other Organizations	$62,919	GrantsOtherOrganizationsAmt
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$215,479	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$278,398	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	THE ORGANIZATION, KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. (KFHP MAS), 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 MAS HAS A POLICY PROHIBITING ANY OF KFHP MAS' 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 MAS 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 MAS' 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 MAS AND ITS ABILITY TO PROVIDE QUALITY HEALTH AND MEDICAL CARE SERVICES TO ITS MEMBERS AND THE BROADER COMMUNITY IN A COST EFFECTIVE MANNER. - PROVIDING APPROPRIATE INFORMATIONAL MATERIALS TO LEGISLATORS AND THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF KFHP MAS. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF KFHP MAS OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF KFHP MAS. 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	$174,481,298	OtherCostOrOtherBasisAmt
Book Value	$174,481,298	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,260,698,115	OtherCostOrOtherBasisAmt
Depreciation	$553,428,445	DepreciationAmt
Book Value	$707,269,670	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$239,144,899	OtherCostOrOtherBasisAmt
Depreciation	$143,761,907	DepreciationAmt
Book Value	$95,382,992	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$299,900,496	OtherCostOrOtherBasisAmt
Depreciation	$209,998,560	DepreciationAmt
Book Value	$89,901,936	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$315,782,930	OtherCostOrOtherBasisAmt
Depreciation	$4,353,058	DepreciationAmt
Book Value	$311,429,872	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,378,465,768	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM AFFILIATES	$140,660,009
OPERATING LEASE ROU ASSETS	$98,047,322
OTHER LONG-TERM ASSETS	$1,272,295

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$239,979,626	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDesc	AmtAmt
DUE TO AFFILIATED ORGANIZATIONS	$510,795,470
PROFESSIONAL & OTHER INSURED LIAB.	$165,993,471
PENSION & OTHER RETIREMENT LIAB.	$147,672,639
OPERATING LEASE LIABILITIES	$89,384,445
SUBORDINATED DEBT	$743,000,000
LONG-TERM DEBT	$137,140,197
OTHER CURRENT LIABILITIES	$280,357,361
OTHER LONG-TERM LIABILITIES	$6,586,669

Field	Value	IRS element (for citing)
Total Liability	$2,080,930,252	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 (68 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ALEXANDRIA CITY PUBLIC SCHOOLS
1340 BRADDOCK PL	ALEXANDRIA	VA	22314	546001106	Government or P	$20,000	PROJECT SUPPORT
ALLIANCE FOR A HEALTHIER GENERATION INC
2525 SW 1ST AVE 120	PORTLAND	OR	97201	272028308	501(c)(3)	$200,000	PROJECT SUPPORT
ARLINGTON FOOD ASSISTANCE CENTER
2708 S NELSON ST	ARLINGTON	VA	22206	541473207	501(c)(3)	$10,000	Sponsorships
ARLINGTON FREE CLINIC INC
2921 11TH ST SOUTH	ARLINGTON	VA	22204	541671883	501(c)(3)	$6,500	Sponsorships
ARLINGTON PUBLIC SCHOOLS
2110 WASHINGTON BLVD	ARLINGTON	VA	22204	546001128	Government or P	$20,000	PROJECT SUPPORT
ARLINGTON THRIVE
PO BOX 7429	ARLINGTON	VA	22207	510207684	501(c)(3)	$15,000	Sponsorships
ASSOCIATED BLACK CHARITIES INC
272 N QUADRANGLE	BALTIMORE	MD	21210	521427774	501(c)(3)	$10,000	Sponsorships
ASSOCIATED CATHOLIC CHARITIES INC
320 CATHEDRAL ST	BALTIMORE	MD	21201	520591538	501(c)(3)	$61,500	PROJECT SUPPORT
BAILEYS CROSSROADS HEALTH ACCESS
PO BOX 8332	FALLS CHURCH	VA	22041	300765570	501(c)(3)	$32,000	PROJECT SUPPORT
BALTIMORE CITY FOUNDATION INC
7 E REDWOOD ST9TH FL	BALTIMORE	MD	21202	521212473	501(c)(3)	$75,000	Sponsorships
BALTIMORE COMMUNITY FOUNDATION
11 E MOUNT ROYAL AVE	BALTIMORE	MD	21202	237180620	501(c)(3)	$75,000	Sponsorships
BETHESDA CARES INC
7728 WOODMONT AVE	BETHESDA	MD	20814	521634919	501(c)(3)	$25,000	Sponsorships
BON SECOURS OF MARYLAND FOUNDATION INC
26 N FULTON AVE	BALTIMORE	MD	21223	521732800	501(c)(3)	$206,000	PROJECT SUPPORT
BUILDING BRIDGES ACROSS THE RIVER
1901 MISSISSIPPI AVE SE	WASHINGTON	DC	20020	522013526	501(c)(3)	$38,715	Sponsorships
CATOCTIN FOUNDATION INC
224A CORNWALL ST NW	LEESBURG	VA	20176	541921059	501(c)(3)	$7,500	Sponsorships
CHILD AND FAMILY NETWORK CENTERS
3700 WHEELER AVE	ALEXANDRIA	VA	22304	541589809	501(c)(3)	$9,850	Sponsorships
CKAR CDC INC
6801 KENILWORTH AVE203	RIVERDALE PARK	MD	20737	272647352	501(c)(3)	$90,000	PROJECT SUPPORT
COMMUNITY BUSINESS PARTNERSHIP
6564 LOISDALE CT600	SPRINGFIELD	VA	22150	541760384	501(c)(3)	$75,000	PROJECT SUPPORT
COMMUNITY FDN-LOUDOUNN FAUQUIER COUNTIES
PO BOX 342	LEESBURG	VA	20178	541950727	501(c)(3)	$45,000	Sponsorships
COMMUNITY OF HOPE
4 ATLANTIC ST SW	WASHINGTON	DC	20032	521184749	501(c)(3)	$10,000	Sponsorships
DC CENTRAL KITCHEN INC
425 2ND ST NW	WASHINGTON	DC	20001	521584936	501(c)(3)	$6,500	Sponsorships
DISTRICT OF COLUMBIA PUBLIC SCHOOLS
1200 1ST ST NE FL 12	WASHINGTON	DC	20002	411717543	Government or P	$20,000	PROJECT SUPPORT
DREAMING OUT LOUD INC
80 M STREET	WASHINGTON	DC	20003	261286043	501(c)(3)	$50,000	Sponsorships
EMPLOY PRINCE GEORGE'S INC
1801 MCCORMICK DR 400	LARGO	MD	20774	830544860	501(c)(3)	$75,000	PROJECT SUPPORT
FAMILY SERVICES INC
610 E DIAMOND AVE100	GAITHERSBURG	MD	20877	520730225	501(c)(3)	$75,000	PROJECT SUPPORT
FRIENDSHIP PLACE
4713 WISCONSIN AVE NW	WASHINGTON	DC	20016	521925494	501(c)(3)	$25,500	Sponsorships
FUTURE HARVEST INC
1114 SHAWAN RD 1	COCKEYSVILLE	MD	21030	522132982	501(c)(3)	$8,970	Sponsorships
GREATER WASHINGTON COMMUNITY
1325 G ST NW 480	WASHINGTON	DC	20005	237343119	501(c)(3)	$55,000	Sponsorships
HOUSING INITIATIVE PARTNERSHIP INC
6525 BELCREST RD 555	HYATTSVILLE	MD	20782	521596171	501(c)(3)	$75,000	PROJECT SUPPORT
JUST NEIGHBORS MINISTRY INC
7630 LITTLE RIVER TPKE 900	ANNANDALE	VA	22003	541820633	501(c)(3)	$25,000	PROJECT SUPPORT
LATINO ECONOMIC DEVELOPMENT CORPORATION
1401 COLUMBIA RD NW C-1	WASHINGTON	DC	20009	521749216	501(c)(3)	$75,000	PROJECT SUPPORT
LEGAL AID JUSTICE CENTER
6066 LEESBURG PIKE 520	FALLS CHURCH	VA	22041	540884513	501(c)(3)	$25,000	PROJECT SUPPORT
LIBERTYS PROMISE
2900A RICHMOND HWY	ALEXANDRIA	VA	22305	270058022	501(c)(3)	$25,000	PROJECT SUPPORT
LIFE & DISCOVERY INC
1306 W PATRICK ST 5A	FREDERICK	MD	21703	861140556	501(c)(3)	$10,000	Sponsorships
LOUDOUN EDUCATION FOUNDATION
21000 EDUCATION CT	ASHBURN	VA	20148	541603768	501(c)(3)	$30,000	Sponsorships
MARYLAND ASSOCIATION OF NON PROFIT
1500 UNION AVE 2500	BALTIMORE	MD	21211	521749231	501(c)(3)	$102,026	Sponsorships
MAYORS OFFICE OF HOMELESS SERVICES
7 E REDWOOD ST FL 5	BALTIMORE	MD	21202	526000769	Government or P	$20,000	PROJECT SUPPORT
MEDICAL CARE FOR CHILDREN PARTNERSHIP
6699 SPRINGFIELD CENTER DR 303	SPRINGFIELD	VA	22150	261756738	501(c)(3)	$27,000	PROJECT SUPPORT
MENTORING TO MANHOOD INCORPORATED
3262 SUPERIOR LN UNIT 225	BOWIE	MD	20715	203702536	501(c)(3)	$20,000	PROJECT SUPPORT
MIRIAMS KITCHEN
2401 VIRGINIA AVE NW	WASHINGTON	DC	20037	521331552	501(c)(3)	$25,000	Sponsorships
MISSION OF LOVE CHARITIES INC
6180 OLD CENTRAL AVE	CAPITOL HEIGHTS	MD	20743	521748577	501(c)(3)	$13,000	Sponsorships
MONTGOMERY COUNTY COALITION FOR HOMELESS
600B E GUDE DR	ROCKVILLE	MD	20850	521735674	501(c)(3)	$25,000	Sponsorships
MONTGOMERY COUNTY PUBLIC SCHOOLS
850 HUNGERFORD DR	ROCKVILLE	MD	20850	526000989	Government or P	$19,240	PROJECT SUPPORT
MORGAN STATE UNIVERSITY FOUNDATION INC
1700 E COLD SPRING LN	BALTIMORE	MD	21251	237089143	501(c)(3)	$9,700	Sponsorships
NORTHERN VIRGINIA FAMILY SERVICE
10455 WHITE GRANITE DR 100	OAKTON	VA	22124	540791977	501(c)(3)	$15,000	Sponsorships
NPOWER INC
55 WASHINGTON ST 560	BROOKLYN	NY	11201	134145441	501(c)(3)	$75,000	PROJECT SUPPORT
PIEDMONT ENVIRONMENTAL COUNCIL
PO BOX 460	WARRENTON	VA	20188	540935569	501(c)(3)	$9,978	Sponsorships
POWER52 INC
3545 ELLICOTT MILLS DR	ELLICOTT CITY	MD	21043	475176575	501(c)(3)	$75,000	PROJECT SUPPORT
PRINCE GEORGE'S HEALTHCARE ALLIANCE INC
9475 LOTTSFORD RD 270	LARGO	MD	20774	811002853	501(c)(3)	$40,000	PROJECT SUPPORT
PRINCE WILLIAM COUNTY PUBLIC SCHOOLS
14715 BRISTOW RD	MANASSAS	VA	20112	546001533	Government or P	$20,000	PROJECT SUPPORT
REGINALD LOURIE CTR FOR INFANTS & CHILDREN
12301 ACADEMY WAY	ROCKVILLE	MD	20852	521255870	501(c)(3)	$20,000	PROJECT SUPPORT
RESTAURANT OPPORTUNITIES CENTERS UNITED
275 7TH AVE RM 1703	NEW YORK	NY	10001	010939141	501(c)(3)	$7,500	Sponsorships
ROBERTA'S HOUSE INC
2510 SAINT PAUL ST 1	BALTIMORE	MD	21218	260517415	501(c)(3)	$5,300	Sponsorships
SEVATRUCK FOUNDATION
2815 OLD LEE HWY	FAIRFAX	VA	22031	810761173	501(c)(3)	$20,000	Sponsorships
SO OTHERS MIGHT EAT
71 O ST NW	WASHINGTON	DC	20001	237098123	501(c)(3)	$25,000	Sponsorships
SOUTH BALTIMORE LEARNING CORP INC
28 E OSTEND ST	BALTIMORE	MD	21230	521745263	501(c)(3)	$75,000	PROJECT SUPPORT
SOWING EMPOWERMENT AND ECONOMIC
6201 RIVERDALE RD 200	RIVERDALE	MD	20737	522227244	501(c)(3)	$34,000	Sponsorships
THE COMMUNITY FOUNDATION FOR N VIRGINIA
2940 HUNTER MILL RD	OAKTON	VA	22124	510232459	501(c)(3)	$95,000	PROJECT SUPPORT
THE FOUNDATION FOR FCPS
8115 GATEHOUSE RD 5101	FALLS CHURCH	VA	22042	364674229	501(c)(3)	$40,000	PROJECT SUPPORT
THE LINKS FOUNDATION INCORPORATED
1200 MASSACHUSETTS AVE NW	WASHINGTON	DC	20005	521170830	501(c)(3)	$7,500	Sponsorships
TIME ORGANIZATION INC
300 E LOMBARD ST 1700	BALTIMORE	MD	21202	522283835	501(c)(3)	$40,000	PROJECT SUPPORT
UNITED COMMUNITIES AGAINST POVERTY INC
1400 DOEWOOD LN	CAPITOL HEIGHTS	MD	20743	520822919	501(c)(3)	$13,000	Sponsorships
UNITED WAY OF CENTRAL MARYLAND INC
1800 WASHINGTON BLVD 340	BALTIMORE	MD	21230	520591543	501(c)(3)	$95,000	Sponsorships
UNITY HEALTH CARE
1100 NEW JERSEY AVE SE 500	WASHINGTON	DC	20003	521572431	501(c)(3)	$7,500	Sponsorships
UNIVERSITY OF MARYLAND BALTIMORE
220 ARCH ST FL 13	BALTIMORE	MD	21201	311678679	Government or P	$40,000	PROJECT SUPPORT
VIRGINIA HOSPITAL CENTER FOUNDATION
1701 N GEORGE MASON DR	ARLINGTON	VA	22205	204129901	501(c)(3)	$10,000	MUSIC & MEDICINE 2020
WESLEY HOUSING DEVELOPMENT CORP
5515 CHEROKEE AVE 200	ALEXANDRIA	VA	22312	510155779	501(c)(3)	$17,500	PROJECT SUPPORT
WINDWARD FUND
1201 CONNECTICUT AVE NW 300	WASHINGTON	DC	20036	473522162	501(c)(3)	$25,000	PROJECT SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	68	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. Larger grants (typically over $100k) may require quarterly progress reports.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (43 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Gregory Adams
Chairman & CEO	$0	$1,795,822	$0	$9,815,109	$0	$655,812	$0	$4,974,642	$0	$26,675	$0	$17,268,060	$0	$1,275,042
Janet Liang
EVP, Group President & COO	$0	$1,174,318	$0	$1,641,472	$0	$46,640	$0	$2,682,300	$0	$35,603	$0	$5,580,333	$0	$0
Kathryn Lancaster
EVP & CFO	$0	$1,209,519	$0	$2,903,812	$0	$426,985	$0	$530,154	$0	$16,186	$0	$5,086,656	$0	$0
Arthur Southam
EVP, Health Plan Ops & CGO	$0	$1,208,676	$0	$2,705,847	$0	$442,778	$0	$496,913	$0	$32,141	$0	$4,886,355	$0	$0
Kimberly Horn
EVP, Group President, MOC	$0	$1,024,135	$0	$1,154,427	$0	$63,894	$0	$2,024,950	$0	$32,789	$0	$4,300,195	$0	$0
Mark Zemelman
SVP, General Counsel & Secy	$0	$792,767	$0	$1,820,701	$0	$288,997	$0	$176,727	$0	$37,952	$0	$3,117,144	$0	$0
Ruth Williams-Brinkley
Region President	$0	$741,804	$0	$992,778	$0	$94,186	$0	$441,178	$0	$23,257	$0	$2,293,203	$0	$0
Thomas Meier
SVP, Corporate Treasurer	$0	$535,771	$0	$940,826	$0	$118,889	$0	$263,145	$0	$34,149	$0	$1,892,780	$0	$0
Alfonse Upshaw
SVP,Corporate Controller & CAO	$0	$509,048	$0	$563,086	$0	$108,271	$0	$203,777	$0	$23,720	$0	$1,407,902	$0	$49,196
Donald Orndoff
SVP, NFS	$0	$474,973	$0	$506,957	$0	$129,024	$0	$123,350	$0	$29,547	$0	$1,263,851	$0	$0
Joan Gelrud
SVP, Hlth Plan & Hosp Quality	$0	$277,067	$0	$230,665	$0	$355,584	$0	$131,872	$0	$62,653	$0	$1,057,841	$0	$201,230
Frank Titus
VP, Group Operations	$0	$338,620	$0	$228,691	$0	$120,618	$0	$219,902	$0	$24,881	$0	$932,712	$0	$70,103
Lawrence Hamilton
Chief Operating Officer, MAS	$0	$225,815	$0	$0	$0	$37,758	$0	$633,920	$0	$13,556	$0	$911,049	$0	$0
Delinda Washington
VP, Human Resources - MAS	$0	$370,635	$0	$239,403	$0	$51,371	$0	$163,642	$0	$19,843	$0	$844,894	$0	$0
William Wiechmann
Assistant Secretary	$0	$312,236	$0	$154,711	$0	$109,676	$0	$199,064	$0	$27,904	$0	$803,591	$0	$76,307
Heidi Veltman
VP, Delivery System Operations	$0	$297,526	$0	$63,720	$0	$19,661	$0	$340,332	$0	$29,294	$0	$750,533	$0	$750,534
Mark Ruszczyk
VP, MSBD - MAS	$0	$330,596	$0	$195,926	$0	$37,172	$0	$150,316	$0	$28,266	$0	$742,276	$0	$0
Hong-Sze Yu
VP, Brd & Corp Gov & Asst Secy	$0	$286,096	$0	$155,214	$0	$17,467	$0	$224,875	$0	$26,674	$0	$710,326	$0	$0
Pamela Galley
VP, Continuum of Care	$0	$297,175	$0	$56,190	$0	$111,914	$0	$217,652	$0	$19,660	$0	$702,591	$0	$0
Ryan Jenson
Interim Corp Controller & CAO	$0	$289,969	$0	$238,664	$0	$15,948	$0	$113,040	$0	$29,413	$0	$687,034	$0	$0
Robert Ricketts
VP, CFO - MAS	$0	$325,060	$0	$87,492	$0	$25,467	$0	$179,640	$0	$26,438	$0	$644,097	$0	$0
Wayne Wilson
VP, Govt Prgms & Ext Relations	$0	$313,204	$0	$114,331	$0	$41,678	$0	$117,670	$0	$36,329	$0	$623,212	$0	$0
Kristin Bear
Assistant Secretary	$0	$265,444	$0	$136,319	$0	$17,500	$0	$171,888	$0	$21,127	$0	$612,278	$0	$0
Skelly Wingard
VP, Continuum of Care	$0	$268,244	$0	$61,785	$0	$95,237	$0	$89,291	$0	$17,265	$0	$531,822	$0	$0
Joseph Butz
VP, COO - MAS	$0	$7,652	$0	$0	$0	$462,140	$0	$42,260	$0	$844	$0	$512,896	$0	$119,961
Bernice Gould
Assistant Secretary	$0	$222,678	$0	$34,304	$0	$2,310	$0	$163,148	$0	$10,554	$0	$432,994	$0	$0
Rochelle Roth
Assistant Secretary	$0	$195,300	$0	$31,030	$0	$2,124	$0	$139,069	$0	$18,362	$0	$385,885	$0	$0
Judith A Johansen JD
Director	$0	$248,000	$0	$0	$0	$9,524	$0	$51,468	$0	$0	$0	$308,992	$0	$0
Margaret E Porfido JD
Director	$9,000	$270,000	$0	$0	$0	$20,093	$0	$7,619	$0	$0	$9,000	$297,712	$0	$0
Cynthia A Telles PHD
Director	$0	$264,000	$0	$0	$0	$13,494	$0	$7,082	$0	$0	$0	$284,576	$0	$0
Leslie S Heisz
Director	$0	$240,500	$0	$0	$0	$18,131	$0	$24,949	$0	$0	$0	$283,580	$0	$0
David F Hoffmeister
Director	$0	$250,500	$0	$0	$0	$13,129	$0	$17,039	$0	$0	$0	$280,668	$0	$0
Jeffrey E Epstein
Director	$0	$248,000	$0	$0	$0	$8,558	$0	$7,003	$0	$0	$0	$263,561	$0	$0
Maryann Bodayle
Assistant Secretary	$0	$172,819	$0	$16,023	$0	$2,085	$0	$61,453	$0	$10,134	$0	$262,514	$0	$0
Ramon F Baez
Director	$0	$227,500	$0	$0	$0	$13,129	$0	$17,909	$0	$0	$0	$258,538	$0	$0
Richard P Shannon MD
Director	$0	$228,500	$0	$0	$0	$0	$0	$24,093	$0	$0	$0	$252,593	$0	$0
A Eugene Washington MD
Director	$0	$235,500	$0	$0	$0	$0	$0	$12,117	$0	$0	$0	$247,617	$0	$0
Regina M Benjamin MD MBA
Director	$0	$184,000	$0	$0	$0	$8,274	$0	$48,629	$0	$0	$0	$240,903	$0	$0
David J Barger
Director	$0	$218,000	$0	$0	$0	$0	$0	$16,678	$0	$0	$0	$234,678	$0	$0
Matthew T Ryan
Director	$0	$223,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	$223,000	$0	$0
Kim J Kaiser
Director	$0	$26,000	$0	$0	$0	$13,414	$0	$0	$0	$0	$0	$39,414	$0	$0
Edward YW Pei
Director	$0	$0	$0	$0	$0	$14,281	$0	$0	$0	$0	$0	$14,281	$0	$0
William Graber
Director	$0	$0	$0	$0	$0	$10,593	$0	$0	$0	$0	$0	$10,593	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 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 4a	SEVERANCE PAYMENTS Joan Gelrud $ 110,649 Joseph Butz 341,218 LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO SEVERANCE BENEFITS IN THE EVENT OF TERMINATION BY THE ORGANIZATION WITHOUT CAUSE OR DUE TO JOB ELIMINATION. DEPENDING ON POSITION LEVEL, TENURE, AND TERMINATION REASON, SEVERANCE BENEFITS PAYABLE UNDER THESE ARRANGEMENTS PROVIDE FOR PAY AND HEALTH BENEFITS CONTINUATION PLUS PAYMENT OF ACCRUED OBLIGATIONS. IN ADDITION, FOR SOME OF THE LISTED PERSONS, SEVERANCE BENEFITS PAYABLE INCLUDE PRORATED INCENTIVE AWARDS FOR PERFORMANCE PERIODS NOT YET ENDED. NONE OF THE LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO CHANGE-OF-CONTROL PAYMENTS. SCHEDULE J, PART I, LINE 4b SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Gregory Adams $ 461,220 Kathryn Lancaster 375,052 Arthur Southam 390,827 Mark Zemelman 232,683 Thomas Meier 74,737 Alfonse Upshaw 69,455 Donald Orndoff 95,724 Joan Gelrud 201,230 Frank Titus 84,203 William Wiechmann 90,562 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE.
SCHEDULE J, PART I, LINE 7	NON-FIXED PAYMENTS THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO SOME OF THE PERSONS LISTED. PAYMENTS WERE MADE UNDER DISCRETIONARY BONUS PROGRAMS AND INCENTIVE PLANS, BASED ON ATTAINMENT OF ORGANIZATIONAL PERFORMANCE GOALS AND INDIVIDUAL PERFORMANCE, DESIGNED TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE HIGH-QUALITY, AFFORDABLE CARE AND IMPROVE THE HEALTH OF ITS MEMBERS AND THE COMMUNITIES IT SERVES. THE PLANS' ORGANIZATIONAL PERFORMANCE GOALS INCLUDED: QUALITY OF CARE AND SERVICE, MEMBERSHIP GROWTH, OPERATING INCOME, PER MEMBER EXPENSE TREND, AND COMMUNITY BENEFIT. PLAN DESIGNS, PERFORMANCE, AND PAYOUT LEVELS, AS WELL AS INDIVIDUAL PAYMENTS TO CERTAIN PERSONS, WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED OF INDEPENDENT DIRECTORS.
SCHEDULE J, PART II, COLUMN F	AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN F INCLUDE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION, AS WELL AS DISTRIBUTIONS FROM A 457(B) PLAN THAT WERE PREVIOUSLY REPORTED AS REPORTABLE COMPENSATION IN ACCORDANCE WITH FORM 990 INSTRUCTIONS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 1a	- Voting Member and Governing Body - THE EXECUTIVE COMMITTEE, COMPOSED OF THE DIRECTORS THAT ARE THE CHAIRS OF THE BOARD'S OTHER STANDING COMMITTEES, HAS AUTHORITY TO ACT FOR THE BOARD BETWEEN MEETINGS EXCEPT IT HAS NO AUTHORITY TO: A. FILL VACANCIES ON THE BOARD OR THE COMMITTEE; B. FIX THE COMPENSATION OF DIRECTORS FOR SERVING ON THE BOARD OR ANY COMMITTEE; C. ADOPT, AMEND OR REPEAL BYLAWS; D. AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS CANNOT BE AMENDED OR REPEALED BY THE EXECUTIVE COMMITTEE; E. APPOINT COMMITTEES OF THE BOARD OR APPOINT THE MEMBERS THEREOF; OR F. APPROVE ANY ASPECT OF A TRANSACTION INVOLVING THE COMPANY WHEN A DIRECTOR HAS A MATERIAL FINANCIAL INTEREST IN THAT TRANSACTION, EXCEPT AS EXPRESSLY PROVIDED BY THE LAW. Form 990, Part VI, Line 2 - Family or Business Relationships - Board member Eugene Washington, MD and Richard Shannon, MD have a business relationship. Board member Jeff Epstein and Corporate Officer Alfonse Upshaw have a business relationship.
FORM 990, PART VI, LINE 6	KAISER FOUNDATION HEALTH PLAN, INC. IS THE SOLE MEMBER. Upon dissolution, remaining assets shall be distributed to a 501(c)(3) organization.
FORM 990, PART VI, LINE 7A	- APPOINTMENT OF GOVERNING BODY - KAISER FOUNDATION HEALTH PLAN, INC. APPOINTS THE DIRECTORS (AND FILLS VACANCIES AND HAS AUTHORITY TO REMOVE DIRECTORS). THE SAME INDIVIDUALS WHO COMPRISE THE BOARD OF DIRECTORS OF KFHP ALSO SERVE AS THE DIRECTORS OF KFHP COLORADO, NORTHWEST, MID-ATLANTIC STATES, AND KFHPW HOLDINGS.
FORM 990, PART VI, LINE 7B	- APPROVAL OF CERTAIN GOVERNANCE DECISIONS - THE FOLLOWING ACTIONS OF THE CORPORATION REQUIRE APPROVAL OF THE SOLE MEMBER: A) REMOVAL OF THE CHAIRMAN OF THE BOARD OR THE PRESIDENT, THE GROUP PRESIDENT OR REGIONAL PRESIDENT; B) AMENDMENTS TO ARTICLES C (MEMBER), D (DIRECTORS) AND H (AMENDMENT AND EFFECT OF BYLAWS) OF THE BYLAWS MAY BE AMENDED ONLY BY THE MEMBER; C) AMENDMENT OF THE ARTICLES OF INCORPORATION.
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, and other employees in roles with elevated risk are required to complete a Conflicts of Interest Questionnaire (COIQ). 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 to 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 COIQ process and actions taken for Directors, Officers, and Key Employees. 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	Forms 990 are available on www.guidestar.org.
Form 990, Part VI, Line 19	- Public Inspection - Governing documents, conflict of interest policy are available upon request as disclosed to other regulatory bodies. Financial Statements are on file with state insurance agency on a statutory basis (stand alone entity). Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with Independent Auditors' Report. To request copies contact: National Communications - RM Operations Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, 18th Floor Oakland, CA 94612
Form 990, Part VII, Section A, Column B	HOURS FOR RELATED ORGANIZATIONS INDIVIDUALS WHO ARE BOTH OFFICERS AND MEMBERS OF BOARDS OF DIRECTORS WORK FULL TIME AS EMPLOYEES AS WELL AS FULFILL THEIR BOARD ASSIGNMENT. ALL OFFICERS WORK FULL TIME IN THEIR EMPLOYEE CAPACITY. FULL TIME WORK MAY REQUIRE IN EXCESS OF THE TRADITIONAL 40 HOUR WEEK. GIVEN THE INTEGRATED NATURE OF OUR ORGANIZATION, EMPLOYEES MAY PROVIDE SUPPORT FOR VARIOUS KAISER PERMANENTE COMPANIES. THE AVERAGE HOURS PER WEEK REPORTED FOR THE FILING ORGANIZATION AND RELATED ORGANIZATIONS WAS ESTIMATED.
Form 990, Part XI, Line 9	- Other changes in net assets or fund balances - CHANGE IN PENSION AND OTHER RETIREMENT LIABILITIES $ (135,426,777) OTHER THAN TEMPORARY IMPAIRMENTS (836,824) GAIN (LOSS) ON SALE OF INVESTMENTS - BOOK 9,692,217 GAIN (LOSS) ON SALE OF INVESTMENTS - TAX (9,813,116) --------------- TOTAL $ (136,384,500)
FORM 990, PART III, LINE 4A-4D	- EXEMPT PURPOSE ACHIEVEMENTS - I. Introduction A. About Kaiser Permanente Founded in 1942 to serve employees of Kaiser Industries and opened to the public 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 For 75 years, 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 July 21, 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 12.4 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. We are committed to improving the health of our communities. We do that by ensuring health access, improving community conditions for health and equity, and advancing the future of community health through innovation. We also share our financial resources, research, nurses and physicians, and our clinical practices and knowledge through a variety of grantmaking and investment efforts. As we reflect on the past year, we must recognize that our communities - and the world - are coping with unprecedented challenges magnified by the coronavirus pandemic and a renewed struggle for racial equity and social justice. Through our continued focus on expanding our community health approach, 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 12.4 million members and the communities we serve. C. Kaiser Permanente's Total Contribution Kaiser Permanente provided $3.6 billion in 2020 to improve the health of our communities. The amounts attributable to Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. is $154.5 million as follows: * Financial Assistance at cost - $65.3 million * Medicaid - $39.3 million * Costs of other means-tested government programs - $34 million * Community health improvement services and community benefit operations- $7.9 million * Health Professions Education - $1.9 million * Research - $3.2 million * Cash and in-kind contributions from community benefit - $2.9 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 the Mid-Atlantic States, Inc. supports the health access needs of our communities through a combination of coverage and care programs. We provide coverage to low income populations through two key vehicles: first, via our participation in government programs like Medicaid and the Children's Health Insurance Programs (CHIP), and second, 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. In 2020, Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. spent a total of $138.6 million on our coverage and care programs (at cost, net of all related revenues). In addition, it provided grants to help improve health access challenges, including but not limited to funding key safety-net partner organizations. 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 2020, Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. was providing coverage to a total of 130,000 people through these government programs. ii. Coverage provided through CHC CHC is a unique approach to caring for low-income uninsured persons in the community. The program provides a premium subsidy for a KFHP off exchange plan to low income individuals and families who are not eligible for other public or privately sponsored coverage. Eligible participants receive a regular KFHP membership card and have access to the same services and providers as other KFHP individual and family plan members. CHC members also receive cost sharing support that eliminates out of pocket costs for most covered services provided at Kaiser Permanente facilities. CHC provides individuals/families who would otherwise not have access to coverage, consistent access through the "front door" of the health delivery system, including a medical home and preventive services, better alternatives than episodic care. At the end of 2020, Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. was providing coverage to approximately 11,000 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. iii. 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 2020 due to Kaiser Permanente's participation in these government programs, Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. also subsidized care to people who are enrolled in these programs but not formally assigned to Kaiser Foundation Health Plan. iv. Care subsidized by MFA Medical Financial Assistance program (MFA) helps low-income, uninsured, and underserved 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. The MFA program is one of the most generous in the health care industry and is available to those patients in greatest need. 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 2020, Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. subsidized care for approximately 46,000 people through the MFA program. C. Safety-Net Partnerships Safety net providers are a mix of public hospitals, community-based organizations such as federally qualified health centers, and other health care organizations. 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 confront COVID-19, ensuring that low-income patients and people experiencing homelessness continue to have access to high-quality health care is more important than ever. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. continued its ongoing support of the Community Ambassador Program (CAP) which places Kaiser Permanente-employed nurse practitioners and physician assistants in safety-net clinics to provide clinical services and to share best practices in medical care. In 2020, CAP's Community Ambassadors provided direct support to local community health centers. Kaiser Permanente's Community Ambassadors have been integral to supporting clinics converting to telehealth to address patient care during the pandemic. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. partnered with the Culmore Clinic, which is located in the Bailey's Crossroads/Culmore community of Northern Virginia, where more than half of the residents are uninsured. Its mission is to provide compassionate medical care, counseling, and specialty referrals to a population with no other access to such services. This partnership will support their multi-pronged strategy to address systemic access to care barriers including increased patient advocacy, access to wrap-around services, and the creation of a new staff position focused on training and enrollment. The goal of his partnership is to ensure that Culmore Clinic's current and new patients will be up to date and eligible for clinic and partner services, and enrollment ambassadors at two partner sites will be trained to assist patients with the voluminous paperwork involved in accessing services. 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 social health and equity in the community by addressing the root causes of health, such as food insecurity, economic opportunity, affordable housing, and safe and supportive schools. 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. Food for Life	Rooted in the belief that nobody should go hungry in America, the nation's largest integrated, nonprofit health system is again going beyond traditional care delivery to tackle one of the most basic human needs - access to affordable, healthy food. Before COVID-19, 1 in 9 households in the United States were at risk for food insecurity, the lack of consistent access to adequate food because of limited resources. Feeding America now estimates this to be 1 in 6 adults and 1 in 4 children, with the potential to double as COVID-19 continues to unfold. Food for Life is a comprehensive approach for transforming the economic, social, and policy environments connected to food so that people across the nation have access to, and can afford, healthy food. Kaiser Permanente is supporting diverse community partners who are increasing purchasing power for food, providing meal and nutrition distribution with an emphasis on equity, and driving essential change in food system policy and research. The following demonstrates the range of community organizations supported through partnerships and funding to address the rising food security demands in response to the COVID-19 pandemic. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. partnered with Dreaming Out Loud, Inc., to create economic opportunity within the DC metro region's marginalized communities through building a healthy, equitable food system. This partnership provided additional emergency food operational capacity to underserved families in the District of Columbia. The organization focuses its efforts on supporting meal preparation for vulnerable populations and providing our resources, access, knowledge, to support the distribution of produce to residents across in the District of Columbia. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. partnered with the Food Research and Action Center (FRAC) to support their nutrition program. The mission of FRAC is to end poverty-related hunger, to reduce poverty, and to improve nutrition, health, and well-being for low-income people in the U.S. The Food Research & Action Center's project "Supporting Health by Maximizing Anti-Hunger Policy and Nutrition Program Enrollment in Response to COVID-19" advocates for strong nutrition program policy nationwide and supports SNAP enrollment in the District of Columbia, Maryland, and Virginia. In this way, FRAC will work to increase access to healthy, affordable food for at-risk populations across the U.S., and in Kaiser Permanente target states in particular.
B. 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. In June 2020, we announced a series of actions to address systemic racism and lack of economic opportunities that have persisted for far too long and prevented communities of color, and especially Black communities, from achieving total health. As a critical step toward supporting communities in overcoming systemic and structural disadvantages, we committed to providing support to businesses owned by Black and other underrepresented people across the country. The following demonstrates our key efforts in 2020 to support economic opportunity: Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. partnered with the Inner-City Capital Connections program to support small minority and women-owned businesses in Greater Baltimore and Greater DC to build their capacity for sustainable growth in revenue, profitability, and employment through a combination of in-person executive education, webinars, coaching, and connections to capital. ICIC's Inner City Capital Connections program is a national scaling partner selected to achieve Kaiser Permanente's economic opportunity strategy of supporting small businesses in our communities, with a focus on businesses owned by Black/other People of Color. ICCC has responded to the pressing needs of small businesses in response to the pandemic by substantially change its signature program of free executive training to small business owners by moving to a virtual platform and is maintaining updated educational materials through webinars and its website, to support small businesses navigate the rapidly changing environment. Small businesses, particularly those in under-resourced communities, are being hit the hardest by the economic impact of the COVID-19 crisis. Now, more than ever, they require access to capital, one-on-one coaching, and capacity-building education, which are fundamental components of the ICCC program. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. issued $600,000 in contributions to 8 different community organizations who help small business and workforce development organizations create pathways to quality jobs. Support to these organizations included contact tracing workforce development, Certified Nursing Assistant training, construction and solar installation training, literacy and numeracy supports for people in workforce training programs, small business resiliency in areas of economic inequality, building the capacity of Community Development Financial Institutions, and supporting employee ownership among people of color. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. funded the United Way of Central Maryland $60,000 in support of building a research base and policy agenda around reducing structural barriers to wealth creation for the working poor. The United Way of Central Maryland, in partnership with the University of Baltimore (UB) Schaefer Center for Public Policy, will study the impact of the benefits cliff on low-income, working families in Maryland. The results of the study will be used to develop policy recommendations for lawmakers, service providers, employers and other stakeholders to mitigate the impact of the benefits cliff and help Maryland families achieve and maintain financial independence. C. 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. COVID-19 continues to impact social health needs in our communities, and people experiencing homelessness or housing insecurity are at increased risk. Nationwide, people of color are more affected by homelessness and housing insecurity, made worse by the pandemic. The health crisis and economic fallout from the pandemic are hitting low-income and communities of color hardest, and threaten to widen the health equity gap in our country even further. As Kaiser Permanente continues to respond on the front lines of the COVID-19 pandemic, we are accelerating efforts to increase affordable housing, address homelessness, and advance equity in the communities we serve. Kaiser Permanente's multipronged approach to increase affordable housing and address homelessness helps improve the health outcomes of the people who live in the communities we serve. The following demonstrates our key efforts in 2020 to support housing insecurity and homelessness: Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. partnered with Community Solutions International to support capacity, operational expenses, and expansion for Built for Zero's work to end chronic and veteran homelessness in communities within Kaiser Permanente's national footprint. The partnership will also ensure that every Built for Zero community in Kaiser Permanente's footprint has the right information, thought partnership, and resourcing to adequately respond to COVID-19. Community Solutions' support for communities will contribute to preventing deaths among people experiencing homelessness, protect response system staff, and aid in conserving hospital resources by preventing unnecessary hospitalization. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. partnered with five organizations in the Mid-Atlantic States service area as part of the COVID-19 Prevention & Response in Homeless Systems of Care cohort. The cohort includes homeless service providers, continuum of care agencies, shelter operators, and local public health departments. The partnership will support organizations to address immediate needs of people experiencing homelessness as well as build longer-term capacity and infrastructure for a coordinated homeless system of care and a broader emergency response system. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. provided grant funding of $75,000 to Housing Initiative Partnership, Inc. to support the Purple Line Corridor Outreach & Counseling Initiative. Grant funds will allow the organization to identify potentially at-risk tenants along the Purple Line Corridor and empower them with information, and present options, to stabilize their housing. Housing Initiative Partnership will also provide free one-on-one rental and homeownership/pre-purchase counseling sessions to at-risk tenants in properties along the Purple Line Corridor.
D. Thriving Schools	Our efforts to support health in schools are part of how we are advancing our vision for total health - a holistic approach that emphasizes the social, environmental, behavioral, and clinical aspects that shape one's well-being. Schools are passionate about ensuring that all students succeed. They need strong partners to help them address health as part of their strategy. That's why Kaiser Permanente created Thriving Schools, our all-in engagement to improve health for students, staff, and teachers. Our vision is that every community can count on their school as a champion for good health that enables great learning. Thriving Schools is intentional about coordinating our own knowledge and existing work in school health with the good work of others. Through our valued partnerships with some of the country's most innovative organizations, we are able to provide concrete resources and pathways to health in schools. To create lasting change, we use our voice to advance local, regional, and national policies and a movement to make healthy schools the norm for everyone. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. partnered with the Alliance for Healthier Generation in 2020 to advance the RISE, Resilience in School Environments initiative, an enterprise-wide effort 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 increase job satisfaction, including reducing staff stress; improve safety, connectedness, and relationships among students and staff; increase skills related to social and emotional learning for students and staff and; increase mental health supports. As school communities address the twin pandemics of COVID-19 and racial equity, supporting social emotional health and resilience is more important now than ever. In fact, schools and districts have requested intensified RISE support and resources due to the significant effects COVID-19, racial injustice, and the economic recession are having on student, staff and teacher mental health. Additionally, Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. awarded Alliance for a Healthier Generation $200,000 in 2020 to expand the Health Eating, Active Living initiative to address the multidimensional health or social health needs of the school community. The initiative is designed to help schools and districts examine policies and practices to increase daily physical activity, access to nutritious food and access to and use of systems to support stable housing, food security, reliable transportation for students and school staff. The organization will leverage evidence-based strategies and best practices, including its proven six-step process to facilitate school- and district-level change and its online assessments (including the Healthy Schools Program (HSP) and the RISE Index) to create sustainable environmental change through connecting policy development and accountability at the district level to school level daily operations. Alliance for a Healthier Generation will work with the Nutrition Policy Institute to further refine and evaluate the program to ensure best practices/evidence-based strategies are deployed. IV. Policy and Systems A. Thriving Cities The places where we live, learn, work, and play - our cities and towns, our schools, our homes, our neighborhoods - have an enormous impact on our health. And how we shape those places, through public policy and the support for healthy environments, has the potential to make real, lasting impacts on our surroundings and our everyday quality of life. Through Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc.'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 the Mid-Atlantic States, Inc. 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 the Mid-Atlantic States, Inc., this partnership complements the organization's established approach to community health - bringing together health leaders, clinicians and community partners to help solve the social, economic and environmental health challenges facing the residents who live in the communities it serves. 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. B. Environmental Stewardship We believe it is our obligation as a health care provider to minimize our environmental impact. We embed efforts 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. In 2016, Kaiser Permanente adopted an ambitious set of environmental goals to guide the organization for the decade ahead. These goals have raised the bar on environmental responsibility, not just for Kaiser Permanente but for all health care organizations. Kaiser Permanente pledges that by 2025 it will: - Become "carbon net positive" by buying enough clean energy and carbon offsets to remove more greenhouse gases from the atmosphere than it emits. - Buy all of its food locally or from farms and producers that use sustainable practices, including using antibiotics responsibly. - Recycle, reuse or compost 100 percent of its non-hazardous waste. - Reduce the amount of water it uses by 25 percent per square foot of buildings. - Increase its purchase of products and materials that meet environmental standards to 50 percent. - Meet international standards for environmental management at all its hospitals. - Pursue new collaborations to reduce environmental risks to the foodsheds, watersheds and air basins supplying its communities. In September 2020, Kaiser Permanente, the nation's largest integrated, nonprofit health system, announced that it had become the first health care system in the United States to achieve carbon-neutral status. With its longstanding commitment to improving conditions that lead to poor health, Kaiser Permanente has prioritized sustainability to contribute to and catalyze a green future free of the extreme climate conditions currently harming so many Americans. This move to carbon neutrality eliminates the organization's 800,000-ton annual carbon footprint. The U.S. health care industry overall is responsible for roughly 10% of the country's greenhouse gas emissions. Climate change causes many conditions that drive poor health, including damaging extreme weather events such as wildfires, hurricanes, and droughts, increased rates of asthma and respiratory diseases, and the spread of infectious diseases such as malaria and Zika virus. Certified by the CarbonNeutral Protocol, the milestone comes as Kaiser Permanente has for decades embraced renewable energy and embedded sustainable practices throughout its business operations. In 2020, we also dedicated 23% of overall spending on products to items that met our Environmentally Preferable Purchasing standards and dedicated 41% of spending on food to items produced locally or from farms and producers that use sustainable practices, including using antibiotics responsibly.
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. Additionally, in January 2020, Kaiser Permanente and Service Employees International Union-United Healthcare Workers West (SEIU-UHW) partnered to establish Futuro Health, a new nonprofit organization dedicated to growing the largest network of certified health care workers. Efforts will start in California and spread throughout the nation. Futuro Health was established to improve the health and wealth of communities by investing in allied health education and skills training and retraining. Allied health care services, critical to delivering high-quality health care, are provided by a wide range of clinical, administrative, and support professionals including licensed vocational nurses, medical coders, health information technicians, radiologic technicians, and laboratory workers. Futuro Health will deliver a new education-to-work model that supports candidates through career exploration and coaching, education financing, and targeted education-to-work pathways toward their credential or licensure attainment. D. Research Kaiser Permanente has a long history of conducting health research related to both prevention and treatment of disease that benefits its members, the communities it serves and the nation. 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 2020, Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. engaged in almost 115 active studies (including 40 clinical trials), and published 60 journal articles. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc.'s research center, the Mid-Atlantic Permanente Research Institute (MAPRI) conducts research with major areas of study in infectious diseases, cardiovascular and metabolic research, oncology, and health informatics, as well as clinical trials. As people with HIV who have sustained viral suppression live longer lives, additional health processes and outcomes must be considered to determine whether those with HIV are receiving adequate care. This study published in AIDS, Patient Care, and STDs is among the first to evaluate a comprehensive set of quality measures within a nonpublic health system and broaden the comprehensive measurement of HIV quality care. Based on recommendations from the HIV/AIDS Expert Panel Work Group and the results of a literature review, researchers identified a comprehensive measure of quality care for HIV patients, which includes critical process measures (care delivery pathways; e.g., frequency of encounters with a care provider, vaccinations, screenings) and outcome measures [the result of defined care; e.g., viral suppression, blood pressure (BP) control] obtained from electronic health records. The researchers assessed the frequency at which these metrics were met among Mid-Atlantic States members and examined associations between patient characteristics and performance on the metrics, indicating quality HIV care. The authors concluded that broadening the scope of HIV quality measures beyond the HIV care continuum helps identify opportunities to improve quality of care and associated measures. V. Pandemic Response Working together with our members, patients, communities, employees, and physicians, we can combat this virus. While the COVID-19 vaccine brings hope, COVID-19 still poses a dangerous risk, particularly for older individuals and people of any age with underlying health conditions. The virus continues to spread around the globe and within the United States. Given the continued growth in U.S. COVID-19 cases and the discovery of more contagious variants, Kaiser Permanente's infectious disease experts and clinicians agree that vaccinations, social distancing and masking remain the best way to protect yourself and others and decrease one's chance of getting and spreading the virus. 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 initial release of the guidelines has a strong focus on addressing COVID-19 patients' social needs to improve their health outcomes and to prevent further transmission of the virus. Nearly half of our outpatient care visits are now conducted virtually by video or phone call. Our teams have adjusted resources and services to meet the increased mail-to-home demand, which has gone from a third of all prescriptions before the pandemic to now half of all prescriptions we dispense. 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.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

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Field	Value	IRS element (for citing)
Business Name Line1	KAISER MANAGEMENT SERVICES LLC	BusinessNameLine1Txt

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)
EIN	823908916	EIN
Primary Activities	HEALTH CARE	PrimaryActivitiesTxt
Legal Domicile State	MD	LegalDomicileStateCd
Total Income	$1,602,783,707	TotalIncomeAmt
End Of Year Assets	$74,771,219	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

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Business Name Line1	NA	BusinessNameLine1Txt

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 GA INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	581592076	HEALTH CARE	GA	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 SUITE 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)
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)
GROUP HEALTH OF WASHINGTON
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	911314907	INACTIVE	WA	501(c)(3)	12-I	KFHP OF WA	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	Controlled OrganizationControlledOrganizationInd
OAK TREE ASSURANCE LTD
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	030329760	INSURANCE	VT	NA	C CORP	$0	$0	Yes (true)
KAISER PERMANENTE INSURANCE COMPANY
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943203402	INSURANCE	CA	NA	C CORP	$0	$0	Yes (true)
KAISER PERMANENTE INTERNATIONAL
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943245176	CONSULTING	CA	NA	C CORP	$0	$0	Yes (true)
GROUP HEALTH SERVICES INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	911392222	INACTIVE	WA	NA	C CORP	$0	$0	Yes (true)
KFHP OF WASHINGTON OPTIONS INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	911467158	INSURANCE	WA	NA	C CORP	$0	$0	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	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 (37 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
KAISER FOUNDATION HEALTH PLAN INC
L	$612,141,689	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
M	$248,205,429	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
P	$154,483,074	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
Q	$38,003,496	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
R	$93,379,664	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
S	$397,592,560	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
E	$150,000,000	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
L	$6,635,621	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
M	$235,757,173	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
P	$13,042,196	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
Q	$7,456,535	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
L	$1,601,980	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
M	$492,437	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
P	$60,064	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
R	$232,108	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
S	$84,448	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
L	$4,152,978	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
M	$3,941,235	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
P	$257,333	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
Q	$44,951,232	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
S	$233,181	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
L	$188,082	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
M	$106,763	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
P	$153,211	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
S	$68,985	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
P	$136,213,055	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
R	$582,821	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
S	$10,191,549	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
L	$7,946,487	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
M	$29,676,217	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
P	$74,616	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
Q	$7,306,487	PER AGREEMENT
LOKAHI ASSURANCE LTD
M	$12,072,600	PER AGREEMENT
LOKAHI ASSURANCE LTD
Q	$5,632,777	PER AGREEMENT
LOKAHI ASSURANCE LTD
R	$19,603,815	PER AGREEMENT
OAK TREE ASSURANCE LTD
L	$4,719,600	PER AGREEMENT
OAK TREE ASSURANCE LTD
M	$4,801,500	PER AGREEMENT