KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (EIN 93-0798039)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-09
- IRS object ID
- 201633149349303238
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-09T17:55:49-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930798039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAISER FOUNDATION HEALTH PLAN | BusinessNameLine1Txt |
| Business Name Line2 | OF THE NORTHWEST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SVP CC AND CAO | InCareOfNm |
| Business Name Control | KAIS | BusinessNameControlTxt |
| Phone | 5102716611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA 15L | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFONSE L UPSHAW | PersonNm |
| Person Title | svp, cc and cao | PersonTitleTxt |
| Signature | 2016-10-19 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W FRIZ | PreparerPersonNm |
| PTIN | P00438748 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2016-10-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW R MCCULLOCH | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $4,124,009,508 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.kp.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 8236 | TotalEmployeeCnt |
| Total Volunteers | 442 | TotalVolunteersCnt |
| Total Gross UBI | $5,412,140 | TotalGrossUBIAmt |
| PY Contributions Grants | $105,012 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,725 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,321,357,419 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,526,336,068 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,626,802 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,958,222 | CYInvestmentIncomeAmt |
| PY Other Revenue | $341,724 | PYOtherRevenueAmt |
| CY Other Revenue | $364,133 | CYOtherRevenueAmt |
| PY Total Revenue | $3,344,430,957 | PYTotalRevenueAmt |
| CY Total Revenue | $3,544,672,148 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $204,055 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $165,780 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $799,747,251 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $856,996,875 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,520,290,867 | PYOtherExpensesAmt |
| CY Other Expenses | $2,658,428,557 | CYOtherExpensesAmt |
| PY Total Expenses | $3,320,242,173 | PYTotalExpensesAmt |
| CY Total Expenses | $3,515,591,212 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $24,188,784 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,080,936 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,376,085,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,562,415,738 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,191,917,215 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,101,722,342 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $184,168,169 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $460,693,396 | 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 | $3,107,857,894 | ExpenseAmt |
| Grant | $165,780 | GrantAmt |
| Revenue | $3,440,104,797 | RevenueAmt |
| Desc | MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN OF NORTHWEST (KFHP OF NORTHWEST) PROVIDES HOSPITAL, MEDICAL, AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE, FOR ITS MEMBERS WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP OF NORTHWEST 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 | $24,235,742 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $48,499 | RevenueAmt |
| Desc | 4b - Charity Care (Medical Financial Assistance and Charitable Health Coverage) Kaiser Foundation Health Plan of the Northwest (KFHP-NW) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP-NW offers financial assistance through the MFA program to help families and individuals with a demonstrated financial need pay for all or part of the cost of emergency or medically necessary care provided in Kaiser Permanente facilities and/or by Kaiser Permanente providers. In 2015, this program assisted more than 15,000 qualifying applicants. 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. More than 3,800 individuals were receiving comprehensive health care through this program at the end of 2015. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $151,709,450 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $86,182,772 | RevenueAmt |
| Desc | 4c - Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan of the Northwest (KFHP-NW) is committed to improving medical care for beneficiaries of Medicaid and other government sponsored programs, not only for KFHP-NW members, but also within the communities we serve. At the end of 2015, more than 29,000 individuals were receiving the benefits of full membership in KFHP-NWs Medicaid managed care program. Approximately 12,300 more individuals were members of the Childrens Health Insurance Program (CHIP). In addition, KFHP-NW provided health care on a fee-for-service basis for Medicaid beneficiaries who were not enrolled as KFHP-NW members. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,169,721 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O COMMUNITY BENEFIT REPORT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,169,721 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,285,972,807 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 3248 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 8236 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SVP CC AND CAO | PersonNm |
| Phone | 5102716385 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA 15L | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Regina M Benjamin MD | ||||||||||
| Director | 0.5 | 7.5 | Yes (X) | $0 | $111,068 | $0 | ||||
| Thomas W Chapman EdD | ||||||||||
| Director | 1.0 | 14.0 | Yes (X) | $0 | $227,466 | $18,000 | ||||
| Jeffrey E Epstein | ||||||||||
| Director | 0.5 | 7.0 | Yes (X) | $0 | $214,672 | $0 | ||||
| Daniel Garcia | ||||||||||
| SVP, Chief Compliance Officer | 2.0 | 48.0 | Yes (X) | $0 | $1,530,525 | $100,746 | ||||
| William R Graber | ||||||||||
| Director | 0.5 | 7.0 | Yes (X) | $0 | $255,742 | $0 | ||||
| J Eugene Grigsby III PhD | ||||||||||
| Director | 1.0 | 7.0 | Yes (X) | $0 | $226,900 | $0 | ||||
| Leslie S Heisz | ||||||||||
| Director | 0.5 | 5.5 | Yes (X) | $0 | $214,281 | $0 | ||||
| David Hoffmeister | ||||||||||
| Director | 0.25 | 7.0 | Yes (X) | $0 | $205,066 | $0 | ||||
| Judith Johansen | ||||||||||
| Director | 0.5 | 8.0 | Yes (X) | $0 | $242,558 | $0 | ||||
| Kim J Kaiser | ||||||||||
| Director | 1.0 | 6.5 | Yes (X) | $0 | $226,996 | $0 | ||||
| Philip A Marineau | ||||||||||
| Director | 0.58 | 5.86 | Yes (X) | $0 | $226,213 | $0 | ||||
| Edward YW Pei | ||||||||||
| Director | 0.25 | 6.75 | Yes (X) | $0 | $230,964 | $18,000 | ||||
| Margaret E Porfido | ||||||||||
| Director | 0.5 | 6.0 | Yes (X) | $0 | $255,935 | $0 | ||||
| Richard Shannon | ||||||||||
| Director | 0.5 | 5.0 | Yes (X) | $0 | $226,500 | $0 | ||||
| Cynthia A Telles PhD | ||||||||||
| Director | 0.5 | 7.0 | Yes (X) | $0 | $251,566 | $0 | ||||
| Bernard Tyson | ||||||||||
| Chairman & CEO | 6.0 | 44.0 | Yes (X) | $0 | $5,863,794 | $176,229 | Yes (X) | |||
| Maryann Bodayle | ||||||||||
| Assistant Secretary | 1.0 | 49.0 | $0 | $168,202 | $19,335 | Yes (X) | ||||
| Kathryn Lancaster | ||||||||||
| EVP & CFO | 4.0 | 46.0 | $0 | $2,591,094 | $217,751 | Yes (X) | ||||
| Donna Lynne | ||||||||||
| EVP, GP & Region Pres - CO | 4.0 | 46.0 | $0 | $1,560,663 | $965,782 | Yes (X) | ||||
| Andrew McCulloch | ||||||||||
| Region President - Northwest | 25.0 | 25.0 | $0 | $1,168,149 | $438,831 | Yes (X) | ||||
| Thomas Meier | ||||||||||
| SVP, Corporate Treasurer | 2.0 | 48.0 | $0 | $1,016,347 | $73,599 | Yes (X) | ||||
| Donald Orndoff | ||||||||||
| SVP, NFS | 5.0 | 45.0 | $0 | $1,197,707 | $190,253 | Yes (X) | ||||
| Jacqueline Sellers | ||||||||||
| Assistant Secretary | 6.0 | 44.0 | $0 | $277,974 | $50,096 | Yes (X) | ||||
| Arthur Southam | ||||||||||
| EVP, Health Plan Operations | 5.0 | 45.0 | $0 | $2,839,616 | $98,493 | Yes (X) | ||||
| Deborah Stokes | ||||||||||
| SVP, Controller & CAO | 4.0 | 46.0 | $0 | $862,251 | $64,249 | Yes (X) | ||||
| William Wiechmann | ||||||||||
| Assistant Secretary | 50.0 | 0.0 | $0 | $425,248 | $108,443 | Yes (X) | ||||
| Victoria Zatkin | ||||||||||
| VP, Off of Brd & Corp Gov Svcs | 5.0 | 45.0 | $0 | $457,349 | $83,732 | Yes (X) | ||||
| Mark Zemelman | ||||||||||
| SVP, General Counsel & Secy | 1.0 | 49.0 | $0 | $1,599,287 | $159,419 | Yes (X) | ||||
| Mark Charpentier | ||||||||||
| VP, Mktg/Sls/Bus Dev/Comm - NW | 50.0 | 0.0 | $0 | $203,880 | $22,878 | Yes (X) | ||||
| Keith Forrester | ||||||||||
| VP, MSBD - Northwest | 50.0 | 0.0 | $0 | $296,544 | $84,119 | Yes (X) | ||||
| David Lake | ||||||||||
| VP, Strategy & Health Plan Ops | 50.0 | 0.0 | $0 | $328,613 | $94,150 | Yes (X) | ||||
| Susan Mullaney | ||||||||||
| VP, COO - NW | 50.0 | 0.0 | $0 | $424,442 | $102,854 | Yes (X) | ||||
| Karen Schartman | ||||||||||
| VP & CFO | 50.0 | 0.0 | $0 | $499,139 | $104,996 | Yes (X) | ||||
| Stephen Shawn Barton | ||||||||||
| Exec Dir, Revenue Cycle - NW | 50.0 | 0.0 | $0 | $367,529 | $54,577 | Yes (X) | ||||
| Mary L Durham | ||||||||||
| VP, The Center Health Research | 50.0 | 0.0 | $0 | $516,906 | $73,047 | Yes (X) | ||||
| Adam Nemer | ||||||||||
| Exec Dir, Claims Memb & Ben | 50.0 | 0.0 | $0 | $321,068 | $45,296 | Yes (X) | ||||
| Wendy N Watson | ||||||||||
| VP, Regl Prof Services | 50.0 | 0.0 | $0 | $310,203 | $66,248 | Yes (X) | ||||
| Kenneth R Wright | ||||||||||
| VP, Dental Care Svcs - NW | 50.0 | 0.0 | $0 | $369,083 | $124,296 | Yes (X) | ||||
| Erin Downing | ||||||||||
| Special Assistant to the Board | 0.0 | 50.0 | $0 | $134,369 | $17,572 | Yes (X) | ||||
| Steven Zatkin | ||||||||||
| SVP, General Counsel & Secy | 0.0 | 0.0 | $0 | $261,259 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $28,707,168 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,572,991 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1249 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KAISER FOUNDATION HOSPITALS | |||||
| 500 NE MULTNOMAH STREET | PORTLAND | OR | 97232 | MEDICAL SERVICES | $884,498,141 |
| NORTHWEST PERMANENTE PC | |||||
| 500 NE MULTNOMAH ST 15TH FLOOR | PORTLAND | OR | 97232 | MEDICAL SERVICES | $561,885,850 |
| OREGON HEALTH SCIENCE UNIVERSITY | |||||
| PO BOX 3181 SW SAM JACKSON PARK RD | PORTLAND | OR | 97201 | MEDICAL SERVICES | $54,280,312 |
| PERMANENTE DENTAL ASSOCIATES | |||||
| 500 NE MULTNOMAH ST 16TH FLOOR | PORTLAND | OR | 97232 | DENTAL SERVICES | $47,606,865 |
| LEGACY SALMON CREEK HOSPITAL | |||||
| PO BOX 2077 | PORTLAND | OR | 97208 | MEDICAL SERVICES | $46,654,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 158 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $13,725 | AllOtherContributionsAmt |
| Total Contributions | $13,725 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MBR HLTH CARE PREM | 900099 | $2,378,923,514 | $2,378,923,514 | |
| MEDICARE | 900099 | $799,867,806 | $799,867,806 | |
| SUPPL CHARGE/PHARM | 900099 | $148,839,372 | $143,433,388 | $5,405,984 |
| NON-PLAN & IND REV | 900099 | $9,739,462 | $9,739,462 | |
| OTHER PRGRM SERV | 900099 | $188,965,914 | $188,965,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,526,336,068 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,737,515 | TotalRevenueColumnAmt |
| Exclusion | $17,737,515 | 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 | $402,153 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,020 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $364,133 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $364,133 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,156 | UnrelatedBusinessRevenueAmt |
| Exclusion | $357,977 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $578,879,703 | SecuritiesAmt |
| Other | $640,344 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $577,795,154 | SecuritiesAmt |
| Other | $1,504,186 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,084,549 | SecuritiesAmt |
| Other | -$863,842 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $220,707 | TotalRevenueColumnAmt |
| Exclusion | $220,707 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,544,672,148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,520,930,084 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,412,140 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,316,199 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,780 | TotalAmt |
| Program Services | $165,780 | 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 | $0 | TotalAmt |
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 | $546,521,087 | TotalAmt |
| Program Services | $511,537,419 | ProgramServicesAmt |
| Management And General | $34,983,668 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,309,145 | TotalAmt |
| Program Services | $103,387,706 | ProgramServicesAmt |
| Management And General | -$78,561 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,759,076 | TotalAmt |
| Program Services | $144,769,551 | ProgramServicesAmt |
| Management And General | $17,989,525 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,407,567 | TotalAmt |
| Program Services | $44,209,004 | ProgramServicesAmt |
| Management And General | $198,563 | ManagementAndGeneralAmt |
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 | $1,530,239 | TotalAmt |
| Management And General | $1,530,239 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299,169 | TotalAmt |
| Management And General | $1,299,169 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $847,708 | TotalAmt |
| Management And General | $847,708 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,856,107 | TotalAmt |
| Program Services | $296,707,621 | ProgramServicesAmt |
| Management And General | $28,148,486 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,832,128 | TotalAmt |
| Program Services | $612,996 | ProgramServicesAmt |
| Management And General | $4,219,132 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,864,842 | TotalAmt |
| Program Services | $9,675,297 | ProgramServicesAmt |
| Management And General | $1,189,545 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,184,019 | TotalAmt |
| Program Services | $140,335,323 | ProgramServicesAmt |
| Management And General | $40,848,696 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,126,496 | TotalAmt |
| Program Services | $14,126,496 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,746,969 | TotalAmt |
| Program Services | $2,324,659 | ProgramServicesAmt |
| Management And General | $422,310 | 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 | $1,379,021 | TotalAmt |
| Management And General | $1,379,021 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,834 | TotalAmt |
| Program Services | $350,834 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,844,237 | TotalAmt |
| Program Services | $36,820,681 | ProgramServicesAmt |
| Management And General | $23,556 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,241,679 | TotalAmt |
| Program Services | $16,241,590 | ProgramServicesAmt |
| Management And General | $89 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SERVICE PAYMENTS | $1,482,519,478 | $1,482,519,478 | |
| SUPPLIES | $455,430,604 | $414,307,091 | $41,123,513 |
| INTER-REGIONAL CHARGES | $35,149,093 | $29,590,063 | $5,559,030 |
| HIGH-RISK INSURANCE POOL COSTS | $6,642,572 | $6,642,572 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,583,362 | TotalAmt |
| Program Services | $31,648,646 | ProgramServicesAmt |
| Management And General | $49,934,716 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,515,591,212 | TotalAmt |
| Program Services | $3,285,972,807 | ProgramServicesAmt |
| Management And General | $229,618,405 | 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 | $3,479,900 | BOYAmt |
| EOY | $3,919,950 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $86,937,418 | BOYAmt |
| EOY | $105,843,518 | 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 | $35,338,140 | BOYAmt |
| EOY | $35,761,814 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,563,840 | BOYAmt |
| EOY | $5,500,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $707,601,457 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $419,757,408 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,919,951 | BOYAmt |
| EOY | $287,844,049 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,788,892 | BOYAmt |
| EOY | $1,063,694,804 | 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 | $59,057,243 | BOYAmt |
| EOY | $59,851,459 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,376,085,384 | BOYAmt |
| EOY | $1,562,415,738 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,048,458 | BOYAmt |
| EOY | $307,208,177 | 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 | $32,407,106 | BOYAmt |
| EOY | $35,783,439 | 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 | $953,461,651 | BOYAmt |
| EOY | $758,730,726 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,191,917,215 | BOYAmt |
| EOY | $1,101,722,342 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,712,722 | BOYAmt |
| EOY | $179,712,721 | 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 | $179,455,447 | BOYAmt |
| EOY | $280,980,675 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,168,169 | BOYAmt |
| EOY | $460,693,396 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,376,085,384 | BOYAmt |
| EOY | $1,562,415,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,080,936 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,678,219 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $250,122,510 | 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 | false | FederalGrantAuditRequiredInd |
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 | $34,240 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,725 | CurrentTaxYearAmt |
| Total | $299,328 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,817,773,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,980,226,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,143,279,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,315,037,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,520,930,084 | CurrentTaxYearAmt |
| Total | $15,777,247,173 | 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 | $2,817,807,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,980,282,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,143,369,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,315,142,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,520,943,809 | CurrentTaxYearAmt |
| Total | $15,777,546,501 | 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 | $15,777,546,501 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,185,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,369,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,364,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,526,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,139,668 | CurrentTaxYearAmt |
| Total | $82,585,800 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| 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 |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,185,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,369,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,364,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,526,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,139,668 | CurrentTaxYearAmt |
| Total | $82,585,800 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,836,993,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,996,652,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,157,734,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,329,669,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,539,083,477 | CurrentTaxYearAmt |
| Total | $15,860,132,301 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99479 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99421 | PublicSupportPY509Pct |
| Investment Income CY | 0.00521 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00579 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $7,643 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $64,749 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $22,041 | RalliesDemonstrationsAmt |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $92,731 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $187,164 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Lines 1a through 1i | FormAndLineReferenceDesc |
| Explanation | LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES THE ORGANIZATION ("Health Plan") IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM 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), Health Plan HAS A POLICY PROHIBITING ANY OF Health Plan'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR THIS ORGANIZATION MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. Health Plan 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. Health Plan EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT Health Plan'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT FEDERAL AND STATE LEGISLATION HAVING AN IMPACT ON Health Plan'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 Health Plan, 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 Health Plan 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 Health Plan. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF Health Plan OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF Health Plan. 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 | $31,047,254 | OtherCostOrOtherBasisAmt |
| Book Value | $31,047,254 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $457,258,144 | OtherCostOrOtherBasisAmt |
| Depreciation | $278,103,027 | DepreciationAmt |
| Book Value | $179,155,117 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,562,187 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,345,433 | DepreciationAmt |
| Book Value | $10,216,754 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $157,057,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $111,861,867 | DepreciationAmt |
| Book Value | $45,195,833 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,676,172 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,447,081 | DepreciationAmt |
| Book Value | $22,229,091 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $287,844,049 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| SELF-INSURED RISK - PPL | $19,381,600 |
| SELF-INSURED RISK - WORKERS CO | $57,313,641 |
| SELF-INSURED RISK - AUTO & UNE | $400,000 |
| POST RETIREMENT BENEFIT-LT | $672,579,466 |
| OTHER LIABILITIES | $9,056,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $758,730,726 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| All Hands Raised (Portland Schools Foundation) | |||||||
| 2069 NE Hoyt St | Portland | OR | 97232 | 931149789 | 501(c)(3) | $11,600 | Portland Roast;Principal for Almost a Day |
| American Heart Association | |||||||
| 4383 SW Macadam Ave | Portland | OR | 97239 | 135613797 | 501(c)(3) | $31,740 | WorkplaceWellness Summit;Go Red for Women Lunchon |
| Bicycle Transportation Alliance | |||||||
| 233 NE 5th Ave | Portland | OR | 97207 | 931057956 | 501(c)(3) | $6,850 | Oregon Active Summit |
| Catlin Gabel School | |||||||
| 8825 SW Barnes Rd | Portland | OR | 97225 | 930386804 | 501(c)(3) | $10,000 | Track Event |
| March of Dimes | |||||||
| PO Box 5037 | Portland | OR | 97205 | 131846366 | 501(c)(3) | $11,600 | March for Babies;Nurse of the Year |
| Virginia Garcia Memorial Health Center | |||||||
| PO Box 486 | Cornelius | OR | 97113 | 912077840 | 501(c)(3) | $5,500 | Health Care Symposium;40th Anniversary Gala |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Question 2 | FormAndLineReferenceDesc |
| Explanation | At the end of their funding cycle grantees are required to submit a final REPORT WHICH DELINEATES ACCOMPLISHMENTS RELATED TO STATED OBJECTIVES. LARGE GRANTS (TYPICALLY OVER $100,000) MAY REQUIRE QUARTERLY PROGRESS REPORTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (39 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stephen Shawn Barton | ||||||||||||||
| Exec Dir, Revenue Cycle - NW | $0 | $223,288 | $0 | $139,599 | $0 | $4,642 | $0 | $0 | $0 | $0 | $0 | $367,529 | $0 | $0 |
| Maryann Bodayle | ||||||||||||||
| Assistant Secretary | $0 | $146,552 | $0 | $19,482 | $0 | $2,168 | $0 | $0 | $0 | $0 | $0 | $168,202 | $0 | $0 |
| Thomas W Chapman EdD | ||||||||||||||
| Director | $0 | $206,000 | $0 | $0 | $0 | $21,466 | $0 | $0 | $0 | $0 | $0 | $227,466 | $0 | $0 |
| Mark Charpentier | ||||||||||||||
| VP, Mktg/Sls/Bus Dev/Comm - NW | $0 | $15,436 | $0 | $182,162 | $0 | $6,282 | $0 | $0 | $0 | $0 | $0 | $203,880 | $0 | $0 |
| Erin Downing | ||||||||||||||
| Special Assistant to the Board | $0 | $100,247 | $0 | $16,564 | $0 | $17,558 | $0 | $0 | $0 | $0 | $0 | $134,369 | $0 | $0 |
| Mary L Durham | ||||||||||||||
| VP, The Center Health Research | $0 | $214,879 | $0 | $120,102 | $0 | $181,925 | $0 | $0 | $0 | $0 | $0 | $516,906 | $0 | $108,905 |
| Jeffrey E Epstein | ||||||||||||||
| Director | $0 | $199,000 | $0 | $0 | $0 | $15,672 | $0 | $0 | $0 | $0 | $0 | $214,672 | $0 | $0 |
| Keith Forrester | ||||||||||||||
| VP, MSBD - Northwest | $0 | $217,729 | $0 | $30,689 | $0 | $48,126 | $0 | $0 | $0 | $0 | $0 | $296,544 | $0 | $0 |
| Daniel Garcia | ||||||||||||||
| SVP, Chief Compliance Officer | $0 | $586,604 | $0 | $889,894 | $0 | $54,027 | $0 | $0 | $0 | $0 | $0 | $1,530,525 | $0 | $0 |
| William R Graber | ||||||||||||||
| Director | $0 | $244,000 | $0 | $0 | $0 | $11,742 | $0 | $0 | $0 | $0 | $0 | $255,742 | $0 | $0 |
| J Eugene Grigsby III PhD | ||||||||||||||
| Director | $0 | $226,500 | $0 | $0 | $0 | $400 | $0 | $0 | $0 | $0 | $0 | $226,900 | $0 | $0 |
| Leslie S Heisz | ||||||||||||||
| Director | $199,000 | $0 | $15,281 | $0 | $0 | $214,281 | $0 | |||||||
| David Hoffmeister | ||||||||||||||
| Director | $194,000 | $0 | $11,066 | $0 | $0 | $205,066 | $0 | |||||||
| Judith Johansen | ||||||||||||||
| Director | $231,500 | $0 | $11,058 | $0 | $0 | $242,558 | $0 | |||||||
| Kim J Kaiser | ||||||||||||||
| Director | $221,500 | $0 | $5,496 | $0 | $0 | $226,996 | $0 | |||||||
| David Lake | ||||||||||||||
| VP, Strategy & Health Plan Ops | $206,941 | $104,022 | $17,650 | $66,682 | $27,468 | $422,763 | $0 | |||||||
| Kathryn Lancaster | ||||||||||||||
| EVP & CFO | $779,351 | $1,512,879 | $298,864 | $199,848 | $17,903 | $2,808,845 | $233 | |||||||
| Donna Lynne | ||||||||||||||
| EVP, GP & Region Pres - CO | $626,191 | $887,469 | $47,003 | $932,987 | $32,795 | $2,526,445 | $0 | |||||||
| Philip A Marineau | ||||||||||||||
| Director | $219,000 | $0 | $7,213 | $0 | $0 | $226,213 | $0 | |||||||
| Andrew McCulloch | ||||||||||||||
| Region President - Northwest | $443,383 | $489,607 | $235,159 | $411,791 | $27,040 | $1,606,980 | $148,793 | |||||||
| Thomas Meier | ||||||||||||||
| SVP, Corporate Treasurer | $366,589 | $535,310 | $114,448 | $46,053 | $27,546 | $1,089,946 | $19,340 | |||||||
| Susan Mullaney | ||||||||||||||
| VP, COO - NW | $304,749 | $103,147 | $16,546 | $74,002 | $28,852 | $527,296 | $0 | |||||||
| Adam Nemer | ||||||||||||||
| Exec Dir, Claims Memb & Ben | $195,578 | $122,465 | $3,025 | $19,552 | $25,744 | $366,364 | $0 | |||||||
| Donald Orndoff | ||||||||||||||
| SVP, NFS | $410,384 | $523,171 | $264,152 | $160,685 | $29,568 | $1,387,960 | $182,662 | |||||||
| Edward YW Pei | ||||||||||||||
| Director | $218,500 | $0 | $12,464 | $18,000 | $0 | $248,964 | $0 | |||||||
| Margaret E Porfido | ||||||||||||||
| Director | $239,000 | $0 | $16,935 | $0 | $0 | $255,935 | $0 | |||||||
| Karen Schartman | ||||||||||||||
| VP & CFO | $293,586 | $188,890 | $16,663 | $91,996 | $13,000 | $604,135 | $0 | |||||||
| Jacqueline Sellers | ||||||||||||||
| Assistant Secretary | $191,615 | $80,592 | $5,767 | $38,315 | $11,781 | $328,070 | $0 | |||||||
| Richard Shannon | ||||||||||||||
| Director | $226,500 | $0 | $0 | $0 | $0 | $226,500 | $0 | |||||||
| Arthur Southam | ||||||||||||||
| EVP, Health Plan Operations | $818,213 | $1,665,914 | $355,489 | $72,330 | $26,163 | $2,938,109 | $14,170 | |||||||
| Deborah Stokes | ||||||||||||||
| SVP, Controller & CAO | $353,904 | $429,013 | $79,334 | $42,538 | $21,711 | $926,500 | $0 | |||||||
| Cynthia A Telles PhD | ||||||||||||||
| Director | $240,500 | $0 | $11,066 | $0 | $0 | $251,566 | $0 | |||||||
| Bernard Tyson | ||||||||||||||
| Chairman & CEO | $1,209,932 | $3,631,595 | $1,022,267 | $142,327 | $33,902 | $6,040,023 | $0 | |||||||
| Wendy N Watson | ||||||||||||||
| VP, Regl Prof Services | $224,112 | $76,743 | $9,348 | $42,323 | $23,925 | $376,451 | $0 | |||||||
| William Wiechmann | ||||||||||||||
| Assistant Secretary | $246,784 | $161,773 | $16,691 | $82,418 | $26,025 | $533,691 | $0 | |||||||
| Kenneth R Wright | ||||||||||||||
| VP, Dental Care Svcs - NW | $216,269 | $114,369 | $38,445 | $94,048 | $30,248 | $493,379 | $0 | |||||||
| Victoria Zatkin | ||||||||||||||
| VP, Off of Brd & Corp Gov Svcs | $206,699 | $110,698 | $139,952 | $78,627 | $5,105 | $541,081 | $85,167 | |||||||
| Steven Zatkin | ||||||||||||||
| SVP, General Counsel & Secy | $0 | $0 | $261,259 | $0 | $0 | $261,259 | $256,468 | |||||||
| Mark Zemelman | ||||||||||||||
| SVP, General Counsel & Secy | $528,915 | $844,658 | $225,714 | $126,479 | $32,940 | $1,758,706 | $0 | |||||||
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, line 3 | METHODS USED TO ESTABLISH COMPENSATION OF CEO/EXECUTIVE DIRECTOR: THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED BELOW TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF A RELATED ORGANIZATION. |
| Schedule J, Part I, Line 4b | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT: Mary L. Durham $142,834 Kathryn Lancaster 253,372 Andrew McCulloch 190,209 Thomas Meier 75,379 Donald Orndoff 238,394 Arthur Southam 309,647 Deborah Stokes 55,994 Bernard Tyson 635,105 Steven Zatkin 256,468 Victoria Zatkin 103,806 Mark Zemelman 179,473 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 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, part vi, question 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, QUESTION 7A | KFHP, 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 AND MID-ATLANTIC STATES. |
| Form 990, PART VI, QUESTION 7B | 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) AMENDMENT OF ARTICLE D, SECTION D-4 OF THE BYLAWS - ELECTION AND TERM OF OFFICE. |
| Form, PART VI, QUESTION 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. Community benefit reporting details are presented to the community benefit committee of the board for review. 3. Prior to finalization, the return is reviewed by an external tax advisor. 4. 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. 5. Copies are then provided to board members prior to filing. |
| Form 990, PART VI, QUESTIONS 12C | COMPLIANCE ENFORCEMENT A. REGULARLY AND CONSISTENTLY MONITORS COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY - KAISER PERMANENTE REGULARLY MONITORS COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY IN 3 KEY WAYS: A1. THE KAISER PERMANENTE COMPLIANCE HOTLINE IS AVAILABLE TO ALL EMPLOYEES AND VENDORS TO REPORT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. ALL CALLS ARE ANSWERED BY A THIRD PARTY AND PROVIDED TO KAISER PERMANENTE'S NATIONAL COMPLIANCE OFFICE FOR REVIEW AND APPROPRIATE ACTION. EMPLOYEES CAN REPORT ANONYMOUSLY. RETALIATION IS PROHIBITED. REPORTS OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE GENERATED AND INVESTIGATIONS ARE CONDUCTED AS REQUIRED AND INFORMATION IS TRACKED AND TRENDED TO DETERMINE IF ADDITIONAL GUIDANCE IS REQUIRED TO AVOID OR MANAGE CONFLICTS OF INTEREST. COMPLIANCE HOTLINE REPORTS ARE PROVIDED FOR REVIEW AND ACTION TO THE KAISER FOUNDATION HEALTH PLAN/HOSPITALS BOARDS OF DIRECTORS ANNUALLY. A2. THE NATIONAL COMPLIANCE OFFICE AND INTERNAL AUDIT SERVICES ANNUALLY REVIEW THE DIRECTORS', OFFICERS', KEY EMPLOYEES', AND EXECUTIVES' ANNUAL CONFLICTS OF INTEREST QUESTIONNAIRE DISCLOSURES AND PROVIDE DIRECTION ON ANY INVESTIGATIONS REQUIRED. INVESTIGATIONS ARE DOCUMENTED, TRACKED AND TRENDED TO DETERMINE IF ADDITIONAL CONTROLS OR EDUCATION IS REQUIRED. IN ADDITION, CONFLICTS OF INTEREST QUESTIONNAIRE REPORTS ARE PROVIDED FOR REVIEW AND ACTION TO THE KAISER FOUNDATION HEALTH PLAN/HOSPITALS BOARDS OF DIRECTORS ANNUALLY; AND A3. ANNUALLY, AS A COMPONENT OF THE EXTERNAL AUDIT, AN OUTSIDE CERTIFIED PUBLIC ACCOUNTING FIRM REVIEWS THE ANNUAL CONFLICTS OF INTEREST QUESTIONNAIRES PROCESS COMPLETED BY DIRECTORS, OFFICERS, KEY EMPLOYEES, AND EXECUTIVES, AND ACTIONS TAKEN AS A RESULT OF THE DISCLOSURES. THE RESULTS OF THE ANNUAL AUDIT, INCLUDING ANY FINDINGS IN THIS AREA ARE PRESENTED TO THE KAISER FOUNDATION HEALTH PLAN/HOSPITALS AUDIT AND COMPLIANCE COMMITTEE. B. REGULARLY AND CONSISTENTLY ENFORCES COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY - TO ENSURE CONSISTENCY IN THE ENFORCEMENT OF THE POLICY KAISER PERMANENTE USES THE FOLLOWING STEPS AS A GENERAL GUIDELINE: B1. REPRESENTED EMPLOYEES ARE SUBJECT TO ANY CORRECTIVE/DISCIPLINARY ACTION PROVISIONS DESCRIBED IN SPECIFIC REGIONAL/NATIONAL COLLECTIVE BARGAINING AGREEMENTS AND/OR ORGANIZATIONAL POLICIES AND PRACTICES. B2. KAISER PERMANENTE NOTIFIES EMPLOYEES OF THE NATIONAL HUMAN RESOURCES POLICY NO. 14. CORRECTIVE/DISCIPLINARY ACTION POLICY DURING NEW EMPLOYEE ORIENTATION AND IN ANNUAL COMPLIANCE TRAINING. B3. IN THE EVENT THAT IT IS NECESSARY TO DISCIPLINE ANY EMPLOYEE BECAUSE OF, BUT NOT LIMITED TO, FAILURE TO COMPLY WITH APPLICABLE LEGAL/REGULATORY REQUIREMENTS, KAISER PERMANENTE POLICIES AND PROCEDURES,OR THE PRINCIPLES OF RESPONSIBILITY, OR FOR UNSATISFACTORY PERFORMANCE OR MISCONDUCT, COACHING/COUNSELING AND/OR CORRECTIVE/DISCIPLINARY ACTION MAY INCLUDE, BUT IS NOT LIMITED TO: - ORAL DISCUSSION AND/OR WARNING BY THE EMPLOYEE'S IMMEDIATE SUPERVISOR OR HIGHER LEVEL MANAGER TO CORRECT THE PROBLEM; - WRITTEN NOTICE, WITH OR WITHOUT FINAL WARNING; - PAID OR UNPAID SUSPENSION, WITH OR WITHOUT FINAL WARNING; - TERMINATION OF EMPLOYMENT. |
| Form 990, PART VI, QUESTION 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, BENEFIT & HUMAN RESOURCE 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, QUESTION 18 | Forms 990 are available on www.guidestar.org. |
| Form 990, PART VI, QUESTION 19 | Public Inspection Copy: 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: Vice President, Government Relations 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 Organization: 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 | CHANGE IN CAPITAL $ 175,000,000 CHANGE IN pension and other retirement liabilities 79,456,419 BOOK-TO-TAX DIFFERENCE ON SALE OF INVESTMENTS 1,103,741 OTHER THAN TEMPORARY IMPAIRMENT LOSS (5,437,650) ---------------- TOTAL 250,122,510 |
| FORM 990, PART III, LINES 4A - 4D | 2015 Community Benefit Report Kaiser Foundation Health Plan of the Northwest Kaiser Foundation Health Plan of the Northwests Commitment to the Community Kaiser Foundation Health Plan of the Northwest (Northwest Health Plan or KFHP-NW) provides and arranges comprehensive health care services for members on a predominantly prepaid basis. Its contractual obligations to group and individual members are fulfilled by contracting with Kaiser Foundation Hospitals (KFH) and Permanente Medical Group physicians to provide health care services for its members. KFHP-NW strives for excellence in serving its members through market-leading performance in quality and service. As a subsidiary of Kaiser Foundation Health Plan, Inc. (KFHP, Inc.), membership is available without regard to age, sex, race, religion, or national origin, or to the individuals ability to pay. Northwest Health Plan members are broadly representative of the communities served. Once enrolled, a member may maintain membership regardless of health or employment status. As related nonprofit organizations, Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Health Plan of the Northwest are committed to improving the health of communities beyond enrolled membership. Annual investments in a range of Community Benefit programs are a fundamental embodiment of the organizations ongoing commitment to improve the general wellbeing within the broader community. These investments result in intentional, planned, measurable, and accountable benefits intended to address many of the health challenges faced at the individual, local, state, and national levels. In 2007, Kaiser Foundation Health Plan, Inc.s board of directors refined the focus of the organizations Community Benefit programs and established the following four priority areas which have come to be known as "Streams of Work": A. Care and Coverage for Low-Income People Creates and supports programs that lower the financial barriers for the under- and uninsured. B. Community Health Initiatives (CHI) Seeks to measurably improve the health of the communities we serve. Designs, delivers, and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods. C. Safety Net Partnerships Builds partnerships with community clinics, local health departments, and public hospitals. Provides funding, technical assistance, dissemination of care management, and quality improvements technology to help improve care and expand treatment capacity for vulnerable populations. D. Developing and Disseminating Knowledge Improves health care by sharing our knowledge educating practitioners, advancing research, empowering consumers, and informing policymakers about evidence-based care and health. In addition to the streams of work above, KFHP-NW also made contributions to benefit the communities served in the following areas: E. Other Community Benefit Investments Support Community Benefit activities and programs beyond the national streams of work, including the administrative expenses of regional Community Benefit departments dedicated to supporting the organizations Community Benefit programs and services and coordinating related initiatives. F. Environmental Stewardship Protecting and improving the natural environment is a key component of KFHP-NWs mission to improve the health of the community it serves. Although costs associated with this initiative are not included in the dollars reported as Community Benefit investments, efforts in this area contribute to advancing a broader vision emphasizing healthy people and healthy environments while also improving health care quality and affordability. The following are details of the Community Benefit activities provided by Kaiser Foundation Health Plan of the Northwest: In 2015, Northwest Health Plan served nearly 529,000 members and expended approximately $91.9 million (at cost, net of $86.2 million of related revenues) to support Community Benefit activities. The following summarizes many of the signature Community Benefit programs and services grouped according to the national Streams of Work. |
| A. Care and Coverage for Low-Income People | Improving health care access for those with limited incomes and resources is fundamental to Kaiser Foundation Health Plan of the Northwests mission. In 2015, Northwest Health Plan spent approximately $89.7 million (at cost, net of $86.2 million of related revenues) to address the financing and delivery of health care for populations vulnerable due to socio-economic status, illness, ethnicity, age or other factors. Program beneficiaries (under- and uninsured) received free or discounted care in a Kaiser Permanente facility or by a Permanente provider. A.1. Charitable Care (Medical Financial Assistance and Charitable Health Coverage Programs) In Oregon and Washington, Northwest Health Plan provides charity care to low-income vulnerable populations through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) programs. In 2015, Northwest Health Plan spent approximately $24.2 million (at cost, net of $48 thousand of related revenues) on under- and uninsured patients. A.1.1. Medical Financial Assistance (MFA) Program Northwest Health Plans Medical Financial Assistance program provides financial assistance for emergency and medically necessary services, medications, and supplies to patients with a demonstrated financial need. Patients must receive health care services at a Kaiser Permanente facility and/or from a Kaiser Permanente provider. Eligibility is based upon prescribed levels of income to patients who have exhausted other private and public sources of support. In 2015, KFHP-NW provided approximately $12.4 million (at cost, net of related revenues of $0) of services under this program. At KFHP-NW, uninsured patients receive a discount on hospital and professional charges for emergency or other medically necessary care without an application and regardless of income level. The discount is provided to ensure that an uninsured individual is not charged more for emergency or other medically necessary services than the amounts generally billed to insured individuals receiving equivalent care. Contracted collection agency practices are aligned with the organizations social values and IRC section 501(r). Additionally, any patient experiencing financial hardship due to high medical expenses relative to their income level may qualify for the program under special circumstances. Northwest Health Plans MFA eligibility criteria allows insured patients falling at or below 300% of the Federal Poverty Guidelines (FPG) and uninsured patients falling at or below 350% of FPG to receive full (100%) write off of medical charges. In Oregon and Washington, the MFA program also covers full or partial expenses for dental services if applicants meet qualifying guidelines. In 2015, the MFA program assisted more than 15,000 qualified applicants, including nearly 2,300 patients who were not otherwise covered by a health care plan offered by Kaiser Foundation Health Plan of the Northwest. This population received full or partial forgiveness for 114,000 outpatient visits. A.1.2. Charitable Health Coverage (CHC) Program Charitable Health Coverage is a unique approach to caring for low-income uninsured persons in the community. Eligible participants receive a regular Kaiser Permanente Health Plan membership card and access to the full range of services and providers a much better alternative to potentially costly emergency room visits or hospitalization. This allows Northwest Health Plan to invest in the longer term health of patients and the community. KFHP-NWs CHC programs have a long history of making a real difference in the lives of low-income people who might otherwise have no permanent health care coverage. During 2015, KFHP-NW invested approximately $11.8 million (at cost, net of $48 thousand of related revenues) to support the CHC program. The CHC program included a separately administered premium subsidy that CHC members used for the purchase of a standard off-exchange Kaiser Permanente Individual/Family (KPIF) gold level plan. To ensure that patient cost share obligations do not become a barrier to care, a Medical Financial Assistance award is provided to CHC members at the time of enrollment in the CHC program. Recertification takes place about every two years to confirm that members remain eligible to participate. A.1.2.1. Child Health Program Plus The Child Health Program Plus targets eligible students. This program is open to children of low-income families who reside in one of six school districts and who do not have access to other health insurance options. The program provides comprehensive medical, dental and prescription coverage to children between kindergarten and 12th grade, and these children must come from a household with income up to 350% of the Federal Poverty Guidelines. At the end of 2015, more than 3,800 children were covered by membership in this program. A.2. Participation in Medicaid and Other Government-Sponsored Programs Kaiser Foundation Health Plan of the Northwest has a long history of participating in publicly financed health programs as a nonprofit organization. KFHP-NW participates in Medicaid and other government-sponsored programs under a variety of models, depending on the structure of these programs in each state. In 2015, the Northwest Health Plan provided coverage and services valued at $65.5 million (at cost, net of $86.2 million of related revenues) for members and nonmembers in programs sponsored by the federal and state governments. As of December 2015, KFHP-NWs membership in Medicaid programs exceeded 29,000. This represents an increase of almost 7,000 or 30% from year-end 2014. The Affordable Care Act is having a continuing far-reaching impact on the landscape of government-sponsored programs, as these options are poised to become the key source of health coverage for a significant portion of the American population. KFHP-NW has responded to this challenge by developing organizational strategies to enable individuals whose coverage is changing due to personal or financial circumstances to enroll in a Medicaid program offered by KFHP-NW. Realized and anticipated growth in the organizations Medicaid offerings closely aligns with and supports KFHP-NWs core mission, tax exempt status, credibility in state and federal policy arenas, and community health needs focusing on access to care. To better cope with the expansion of KFHP-NWs Medicaid program, a Medicaid Assistance Center (MAC) was opened for operation in 2014. Center representatives provide specialized enrollment services by assisting callers in understanding Medicaid in their state and the qualifications to enroll in Medicaid with KFHP-NW, with an emphasis on availability of bilingual support. A proactive follow-up process has been implemented to nurture a good foundational relationship with those prospects that elect to receive communications. A.2.1. Medicaid Programs Northwest Health Plan participated in three Medicaid managed care programs in Oregon and Washington as well as a fee-for-service provider for patients who have no formal affiliation with KFHP-NW. In 2015, KFHP-NW expended approximately $58.9 million (at cost, net of $86.2 million of related revenues) to subsidize care under Medicaid. The following describe the programs and target populations. A.2.1.1. Medicaid Managed Care Programs A.2.1.1.1. Oregon Health Plan Northwest Health Plan is a direct contractor with the Oregon Health Plan under a Provider Care Organization contract to deliver primary and specialty care paid by the state. All reporting, analysis, auditing, and member administration is performed by KFHP-NW as a Managed Care Organization. As a result, KFHP-NW is engaged in policy development, program structure, and technical capabilities in partnership with the Oregon Health Plan. Members in this program are enrolled based on eligibility criteria for qualified participants who reside in Marion and Polk counties. A.2.1.1.2. Health Share of Oregon With the establishment of Coordinated Care Organizations in the State of Oregon, KFHP-NW joined other health plans as a risk-accepting entity and founding partner in the management of Medicaid managed care contracts. Currently, KFHP-NW in conjunction with Tuality Healthcare, Care Oregon, and Providence Health Services is ranked as the largest Coordinated Care Organization in the state. Health Share of Oregon serves members in Clackamas, Multnomah, and Washington counties. A.2.1.1.3. Healthy Options Healthy Options is a Medicaid program for low-income individuals that meet eligibility requirements for Medicaid. It is a fully-capitated state program managed by the Washington State Health Care Authority (HCA). Northwest Health Plan provides services to eligible participants who reside in either Clark or Cowlitz counties through a subcontract with Molina Healthcare. |
| A.2.1.2. Medicaid Fee-for-Service | Northwest Health Plan contributed $3.3 million (at cost, net of $3.3 million of related revenues) in subsidized care to Medicaid Fee-for-Service patients during 2015. These patients have no formal membership affiliation with KFHP-NW. When a Medicaid nonmember receives services from Kaiser Permanente providers at hospitals or outpatient services as a result of hospital visit follow-up, these expenses are captured as professional and non-professional losses under the Medicaid nonmember program. A.2.1.3. Child Health Insurance Program (CHIP) In both Oregon and Washington, KFHP-NW participates as a provider in the states Child Health Insurance Program. The program provides health insurance to children whose family income is between 200 percent and 300 percent of the federal poverty level, and who are not eligible for Medicaid. Subsidies are provided on a sliding scale based on income. In both states, the program is governed by the Medicaid contract, and offers the same benefits. Northwest Health Plan incurred net losses of $9.7 million (at cost, net of $11.3 million of related revenues) under this program in 2015. A.2.2. Other Government Programs The Oregon Transitional Reinsurance Program supplements the federal program by helping to pay for high claims costs associated with individuals in previous high risk programs. The Washington Medical Insurance Pool provides coverage to individuals who were enrolled in the prior insurance pool program. Legislation allows the states to spread a portion of the expenses for enrollees across the pools of individuals who are insured wholly or in-part by all health insurers, re-insurers, and stop-loss carriers licensed in each state. Northwest Health Plan incurred net losses of $6.6 million (at cost, net of $0 million of related revenues) under these programs in 2015. |
| E. Other Community Benefit Investments | During 2015, Northwest Health Plan spent $2.2 million to support Community Benefit activities and programs beyond the national streams of work. This included the administrative expenses of a Community Benefit department dedicated to supporting regional Community Benefit programs and services and coordinating related initiatives. |
| F. Environmental Stewardship | Poor environmental quality contributes to disease and economic insecurity. Kaiser Foundation Health Plan of the Northwest has committed itself to protecting and improving the natural environment as a key component of its mission to improve the health of the community it serves. Although costs associated with this initiative are not included in the dollars reported as Community Benefit investments, efforts in this area contribute to advancing a broader vision emphasizing healthy people and healthy environments while also improving health care quality and affordability. To fulfill the organizations commitment to the natural environment, KFHP-NW maintains a governance structure for environmental stewardship that enables the organization to continually improve its environmental performance. This structure includes clearly defined roles, responsibilities, plans and routines, and has resulted in the following five organizational focus areas. These have been selected based on their ability to result in the greatest impact on the environmental forces that shape environmental and human health. - Finding safe alternatives to harmful industrial chemicals - Responding to climate change - Promoting sustainable farming and food choices - Reducing, reusing, and recycling to eliminate waste - Conserving water In each of these focus areas, KFHP-NW has established ambitious goals (including a target to reduce total greenhouse gas emissions by 30% by 2020, compared to a 2008 baseline), implemented initiatives, achieved measurable improvements, and regularly reported progress to the board of directors, staff, and the general public. F.1. Performance Metrics During 2015, key performance indicators for Kaiser Foundation Health Plan of the Northwest included: F.1.1. In Oregon and Washington: F.1.1.1 Medical product categories for which at least 99% of purchased products were free of harmful polyvinyl chloride (PVC) and bis(2-ethylhexyl) phthalate (DEHP) chemicals included: 1. Breast pumps; 2. Enteral nutrition products; 3. Exam gloves; and 4. Vascular catheters. F.1.1.2 Purchased 7.7 million kilowatt-hours of Clean Wind renewable power, thus reducing our organizations annual greenhouse gas emissions by over 2,900 metric tons of CO2-equivalent. F.1.1.3 Improved our energy use intensity (kBtu/rentable square foot) by 4% compared to our 2010 baseline year. F.1.1.4 Increased our spending on "sustainable food" (as defined by the Green Guide to Health Care) to approximately 16% of our overall spending on food. F.1.1.5 Responsibly reused, recycled or composted over 1,700 tons of materials. |
| PART VI, LINE 4 | THE BYLAWS OF THE CORPORATION WERE AMENDED IN 2015 WITH THE FOLLOWING SIGNIFICANT CHANGE: ON MARCH 12, 2015, ARTICLE D, DIRECTORS, SECTION D-2, NUMBER WAS AMENDED TO CHANGE THE NUMBER OF DIRECTORS FROM "UP TO 15" TO "A RANGE OF 13 TO 17". |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 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 Health Plan Inc | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 941340523 | HEALTH CARE | CA | 501(c)(3) | 9 | NA | false |
| Kaiser Foundation Health Plan of CO Inc | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 840591617 | HEALTH CARE | CO | 501(c)(3) | 9 | 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) | 9 | KFHP INC | Yes (true) |
| Kaiser Foundation Health Plan of the MAS | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 520954463 | HEALTH CARE | MD | 501(c)(3) | 9 | KFHP INC | Yes (true) |
| Kaiser Foundation Hospitals | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 941105628 | HEALTH CARE | CA | 501(c)(3) | 3 | na | false |
| Camp Bowie Service Center | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943299123 | ADMIN | CA | 501(c)(3) | 11 - I | KFHP INC | Yes (true) |
| Kaiser Health Alternatives | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 930954562 | HEALTH CARE | OR | 501(c)(3) | 9 | KFHP INC | Yes (true) |
| Kaiser Hospital Asset Management Inc | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943299125 | ASSET MGMT | CA | 501(c)(3) | 11 - I | KFH | Yes (true) |
| Kaiser Health Plan Asset Management Inc | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943299124 | ASSET MGMT | CA | 501(c)(3) | 11 - I | KFHP INC | Yes (true) |
| Lokahi Assurance Ltd | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 912171891 | wc placement | HI | 501(c)(3) | 11 - I | KFHP INC | Yes (true) |
| Kaiser Fdn Health Plan of Washington | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 930480268 | health care | WA | 501(c)(3) | 11 - I | KFHP INC | Yes (true) |
| 1800 Harrison Foundation | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943317484 | FINANCING | CA | 501(c)(3) | 11 - II | KFHP INC | Yes (true) |
| KAISER HOSPITAL ASSISTANCE CORPORATION | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 311779500 | FINANCING | CA | 501(c)(3) | 11 - I | KFH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NXT CAPITAL SENIOR LOAN FUND I LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 N WACKER DR STE 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 |
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 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Kaiser Permanente International | |||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943245176 | CONSULTING | CA | NA | C CORP | Yes (true) |
| Kaiser Permanente Insurance Company | |||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943203402 | INSURANCE | CA | NA | C CORP | Yes (true) |
| Kaiser Properties Services Inc | |||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943259432 | REAL ESTATE | CA | NA | C CORP | Yes (true) |
| Oak Tree Assurance Ltd | |||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 030329760 | INSURANCE | VT | NA | C CORP | Yes (true) |
| Kaiser Colorado Holdings | |||||||||
| One Kaiser Plaza 15l | Oakland | CA | 94612 | health care | CO | na | c corp | 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 | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (true) | 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 | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | 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 (30 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | ||
| L | $39,529,503 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| M | $321,691,131 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| P | $81,858,513 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| Q | $67,176,449 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| R | $1,400,611,138 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| C | $175,000,000 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| H | $2,372,398 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| L | $83,076,295 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| M | $1,066,182,862 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| P | $1,344,259,243 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| Q | $252,194,900 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| R | $25,245,647 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| S | $56,117,694 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | ||
| L | $392,414 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | ||
| M | $335,875 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | ||
| P | $371,262 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | ||
| Q | $265,112 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC | ||
| L | $188,490 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC | ||
| M | $462,679 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC | ||
| P | $197,942 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC | ||
| Q | $97,321 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF THE MAS INC | ||
| L | $420,199 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF THE MAS INC | ||
| M | $255,385 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF THE MAS INC | ||
| P | $129,649 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| M | $12,514,734 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| P | $101,250 | PER AGREEMENT |
| KAISER PERMANENTE INSURANCE COMPANY | ||
| L | $5,130,020 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| M | $5,087,064 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| Q | $4,603,319 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| R | $3,680,800 | PER AGREEMENT |