KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC (EIN 52-0954463)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-11-09
IRS object ID: 201643149349303374
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-11-09T19:46:06-06:00	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	520954463	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
In Care Of	% 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
Phone	5102716385	PhoneNum
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	KIMBERLY HORN	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	$3,231,204,122	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.kp.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1972	FormationYr
Legal Domicile State	MD	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE 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	7855	TotalEmployeeCnt
Total Volunteers	807	TotalVolunteersCnt
Total Gross UBI	$761,408	TotalGrossUBIAmt
PY Contributions Grants	$14,500	PYContributionsGrantsAmt
CY Contributions Grants	$28,275	CYContributionsGrantsAmt
PY Program Service Revenue	$2,716,653,495	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,076,460,197	CYProgramServiceRevenueAmt
PY Investment Income	$3,741,925	PYInvestmentIncomeAmt
CY Investment Income	$3,919,874	CYInvestmentIncomeAmt
PY Other Revenue	$210,424	PYOtherRevenueAmt
CY Other Revenue	$477,400	CYOtherRevenueAmt
PY Total Revenue	$2,720,620,344	PYTotalRevenueAmt
CY Total Revenue	$3,080,885,746	CYTotalRevenueAmt
PY Grants And Similar Paid	$15,427,948	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$150,000	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$608,103,015	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$678,597,644	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,100,964,584	PYOtherExpensesAmt
CY Other Expenses	$2,408,979,289	CYOtherExpensesAmt
PY Total Expenses	$2,724,495,547	PYTotalExpensesAmt
CY Total Expenses	$3,087,726,933	CYTotalExpensesAmt
PY Revenues Less Expenses	-$3,875,203	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$6,841,187	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,396,796,362	TotalAssetsBOYAmt
Total Assets EOY	$1,354,374,378	TotalAssetsEOYAmt
Total Liabilities BOY	$1,538,188,471	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,485,089,595	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$141,392,109	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$130,715,217	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$2,591,074,662	ExpenseAmt
Grant	$96,296	GrantAmt
Revenue	$2,960,315,478	RevenueAmt
Desc	member health care services and medical training for care improvement Kaiser Foundation Health Plan of the Mid-Atlantic States (KFHP-MAS) provides medical and surgical care, including urgent care services, extended care and home health care, for its members without regards to age, sex, race, religion or national origin or the ability to pay. KFHP of MAS educates and trains medical students and other health care professionals and promotes scientific and nursing education in order to improve care.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$146,741,376	ExpenseAmt
Revenue	$115,908,506	RevenueAmt
Desc	Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan of the Mid-Atlantic States (KFHP-MAS) is committed to improving medical care for beneficiaries of Medicaid and other government sponsored programs, not only for KFHP-MAS members, but also within the communities we serve. At the end of 2015, nearly 40,000 individuals were receiving benefits under KFHP-MASs Medicaid managed care programs in Maryland and Virginia. In addition, KFHP-MAS provided health care on a fee-for-service basis for Medicaid beneficiaries who were not enrolled as KFHP-MAS members.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$59,675,503	ExpenseAmt
Revenue	$236,213	RevenueAmt
Desc	Charitable Care (Medical Financial Assistance and Charitable Health Coverage) Kaiser Foundation Health Plan of the Mid-Atlantic States (KFHP-MAS) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP-MAS offers financial assistance through the MFA program to help families and individuals with a demonstrated financial need pay for all or part of the cost of emergency or medically necessary care provided in Kaiser Permanente facilities and/or by Kaiser Permanente providers. In 2015, this program assisted approximately 40,000 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 10,600 individuals were receiving comprehensive health care through this program at the end of 2015.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$10,373,570	ExpenseAmt
Grant	$53,704	GrantAmt
Revenue	$0	RevenueAmt
Desc	SEE COMMUNITY BENEFIT REPORT IN SCH O	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$10,373,570	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$53,704	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$2,807,865,111	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
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	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln 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	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	3367	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	7855	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	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	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 (42 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	4.0	11.0	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	0.5	7.0	Yes (X)	$0	$226,996	$0
Philip A Marineau
Director	0.58	5.86	Yes (X)	$0	$226,213	$0
Edward Y W Pei
Director	0.25	6.75	Yes (X)	$0	$230,964	$18,000
Margaret E Porfido
Director	1.0	5.5	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)
Gregory Adams
EVP, GP & Region Pres NCAL	6.0	44.0		$0	$2,244,288	$316,731	Yes (X)
Maryann Bodayle
Assistant Secretary	1.0	49.0		$0	$168,202	$19,335	Yes (X)
Kimberly Horn
Region President - MAS	50.0	0.0		$0	$1,059,278	$450,958	Yes (X)
Kathryn Lancaster
EVP & CFO	4.0	46.0		$0	$2,591,094	$217,751	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)
Rochelle Roth
Assistant Secretary	4.0	46.0		$0	$287,101	$56,050	Yes (X)
Jacqueline Sellers
Assistant Secretary	2.0	48.0		$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)
Susan Spurlark
Assistant Secretary	50.0	0.0		$0	$372,821	$62,688	Yes (X)
Deborah Stokes
SVP, Controller & CAO	4.0	46.0		$0	$862,251	$64,249	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)
Joseph Butz
VP & COO - MAS	50.0	0.0		$0	$702,681	$73,942		Yes (X)
Jon Kunkle
VP, CFO - Mid-Atlantic States	50.0	0.0		$0	$87,756	$2,977		Yes (X)
Deanne Petersen
VP, CFO - MAS	50.0	0.0		$0	$233,730	$49,908		Yes (X)
Mark Ruszczyk
VP, MSBD - MAS	50.0	0.0		$0	$405,113	$100,681		Yes (X)
Frank Titus
VP, HPSA - MAS	50.0	0.0		$0	$450,950	$91,502		Yes (X)
Karen Elizabeth Blair
VP, PR, Comm & Brand Mgmt	50.0	0.0		$0	$298,047	$91,823			Yes (X)
Brian S Diemar
Sales Exec/Rep IV	50.0	0.0		$0	$297,668	$26,558			Yes (X)
Kyle Sanders
Sales Exec/Rep III	50.0	0.0		$0	$410,109	$12,629			Yes (X)
Heidi S Veltman
VP, Delivery System Opns-NOVA	50.0	0.0		$0	$298,790	$85,059			Yes (X)
Delinda Hastie Washington
VP, HR - MAS	50.0	0.0		$0	$291,288	$78,659			Yes (X)
Marilyn Kawamura
Region President - MAS	0.0	0.0		$0	$100,855	$0				Yes (X)
Steven Zatkin
SVP, General Counsel & Secy	0.0	0.0		$0	$261,259	$0				Yes (X)
Ruben Burnett
VP, Natl Consultant Relations	50.0	0.0		$0	$488,318	$110,381				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$29,810,125	TotReportableCompRltdOrgAmt
Total Other Compensation	$2,880,448	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1453	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
MID-ATLANTIC PERMANENTE MEDICAL GRO
2101 EAST JEFFERSON STREET	ROCKVILLE	MD	20852	PHYSICIAN SERVICES	$599,333,929
VIRGINIA HOSPITAL CENTER
PO BOX 1494	MERRIFIELD	VA	22116	HOSPITAL SERVICES	$66,074,568
CHILDREN'S HOSPITAL
PO BOX 37215	BALTIMORE	MD	21297	HOSPITAL SERVICES	$55,632,975
HOLY CROSS HEALTH INC
PO BOX 64099	BALTIMORE	MD	21264	HOSPITAL SERVICES	$65,457,532
WASHINGTON HOSPITAL CENTER
PO BOX 631290	BALTIMORE	MD	21263	HOSPITAL SERVICES	$46,313,999

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	230	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
All Other Contributions	$28,275	AllOtherContributionsAmt
Total Contributions	$28,275	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	$2,510,123,623	$2,510,123,623
MEDICARE/MEDICAID	900099	$385,793,847	$385,793,847
SUPPL CHARGE/PHARM	900099	$139,153,257	$138,723,373	$429,884
NON-PLAN & IND REV	900099	$3,455,765	$3,124,241	$331,524
OTHER PRGM SERVICE	900099	$37,933,705	$37,933,705

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,076,460,197	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,732,824	TotalRevenueColumnAmt
Exclusion	$3,732,824	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	$197,400	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$197,400	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$197,400	TotalRevenueColumnAmt
Exclusion	$197,400	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$150,469,925	SecuritiesAmt
Other	$35,501	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$150,275,711	SecuritiesAmt
Other	$42,665	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$194,214	SecuritiesAmt
Other	-$7,164	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$187,050	TotalRevenueColumnAmt
Exclusion	$187,050	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

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	PARKING REVENUE	Desc
Business	812930	BusinessCd
Total Revenue Column	$280,000	TotalRevenueColumnAmt
Exclusion	$280,000	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$280,000	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,080,885,746	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,075,698,789	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$761,408	UnrelatedBusinessRevenueAmt
Exclusion	$4,397,274	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$150,000	TotalAmt
Program Services	$150,000	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	$471,107,953	TotalAmt
Program Services	$428,870,519	ProgramServicesAmt
Management And General	$42,237,434	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$81,681,867	TotalAmt
Program Services	$81,681,867	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$89,631,334	TotalAmt
Program Services	$72,956,861	ProgramServicesAmt
Management And General	$16,674,473	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$36,176,490	TotalAmt
Program Services	$36,176,490	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,017,784	TotalAmt
Management And General	$1,017,784	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,861,817	TotalAmt
Management And General	$1,861,817	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	$179,042	TotalAmt
Management And General	$179,042	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

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

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$13,003,877	TotalAmt
Program Services	$526,641	ProgramServicesAmt
Management And General	$12,477,236	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$14,339,063	TotalAmt
Program Services	$12,394,572	ProgramServicesAmt
Management And General	$1,944,491	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$170,283,353	TotalAmt
Program Services	$118,930,642	ProgramServicesAmt
Management And General	$51,352,711	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$32,224,197	TotalAmt
Program Services	$32,224,197	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,101,520	TotalAmt
Program Services	$1,685,045	ProgramServicesAmt
Management And General	$416,475	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	$1,579,759	TotalAmt
Management And General	$1,579,759	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$10,706,096	TotalAmt
Program Services	$10,706,096	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$70,330,820	TotalAmt
Program Services	$70,330,820	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$20,607,833	TotalAmt
Program Services	$20,573,308	ProgramServicesAmt
Management And General	$34,525	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
CONTRACTUAL PAYMENTS	$950,604,525	$950,604,525
PURCHASED MEDICAL SERVICES	$274,881,397	$274,881,397
SUPPLIES	$519,674,346	$468,119,591	$51,554,755
INTER-REGIONAL CHARGES	$112,172,978	$102,753,310	$9,419,668

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$213,410,882	TotalAmt
Program Services	$124,299,230	ProgramServicesAmt
Management And General	$89,111,652	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,087,726,933	TotalAmt
Program Services	$2,807,865,111	ProgramServicesAmt
Management And General	$279,861,822	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$106,330,686	BOYAmt
EOY	$44,552,214	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	$119,617,458	BOYAmt
EOY	$132,305,433	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	$33,732,240	BOYAmt
EOY	$38,581,139	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,853,157	BOYAmt
EOY	$6,546,443	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,341,680,842	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$594,531,597	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$764,253,079	BOYAmt
EOY	$747,149,245	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$245,841,062	BOYAmt
EOY	$251,412,429	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	$121,168,680	BOYAmt
EOY	$133,827,475	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,396,796,362	BOYAmt
EOY	$1,354,374,378	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$218,901,391	BOYAmt
EOY	$227,541,220	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	$14,105,248	BOYAmt
EOY	$21,043,004	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,305,181,832	BOYAmt
EOY	$1,236,505,371	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,538,188,471	BOYAmt
EOY	$1,485,089,595	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	$8,301,762	BOYAmt
EOY	$8,301,762	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	-$149,693,871	BOYAmt
EOY	-$139,016,979	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$141,392,109	BOYAmt
EOY	-$130,715,217	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,396,796,362	BOYAmt
EOY	$1,354,374,378	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$6,841,187	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$617,775	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$18,135,854	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$16,275	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$344,247	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$22,290	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,500	CurrentTaxYearMinus1YearAmt
Current Tax Year	$28,275	CurrentTaxYearAmt
Total	$425,587	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,272,514,533	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,388,129,639	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,508,061,602	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,716,227,851	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,075,698,789	CurrentTaxYearAmt
Total	$12,960,632,414	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	$2,272,530,808	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,388,473,886	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,508,083,892	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,716,242,351	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,075,727,064	CurrentTaxYearAmt
Total	$12,961,058,001	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	$12,961,058,001	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,430,418	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,743,020	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,392,544	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,632,832	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,930,224	CurrentTaxYearAmt
Total	$24,129,038	TotalAmt

Post1975 UBTI Post1975UBTIGrp

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

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,430,418	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,743,020	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,392,544	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,632,832	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,930,224	CurrentTaxYearAmt
Total	$24,129,038	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

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

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year	$280,000	CurrentTaxYearAmt
Total	$280,000	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,278,961,226	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,395,216,906	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,511,476,436	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,719,875,183	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,079,937,288	CurrentTaxYearAmt
Total	$12,985,467,039	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99812	PublicSupportCY509Pct
Public Support PY509	0.99742	PublicSupportPY509Pct
Investment Income CY	0.00186	InvestmentIncomeCYPct
Investment Income PY	0.00258	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	Yes (true)	GrantsOtherOrganizationsInd
Grants Other Organizations	$20,000	GrantsOtherOrganizationsAmt
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$275,015	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$77,230	OtherActivitiesAmt
Total Lobbying Expenditures	$372,245	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LINE 1A THROUGH 1I	FormAndLineReferenceDesc
Explanation	LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES THE ORGANIZATION (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	$69,500,150	OtherCostOrOtherBasisAmt
Book Value	$69,500,150	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$848,024,702	OtherCostOrOtherBasisAmt
Depreciation	$319,547,800	DepreciationAmt
Book Value	$528,476,902	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$155,502,246	OtherCostOrOtherBasisAmt
Depreciation	$84,105,117	DepreciationAmt
Book Value	$71,397,129	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$242,522,186	OtherCostOrOtherBasisAmt
Depreciation	$183,785,317	DepreciationAmt
Book Value	$58,736,869	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$26,131,558	OtherCostOrOtherBasisAmt
Depreciation	$7,093,363	DepreciationAmt
Book Value	$19,038,195	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$747,149,245	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
STATUTORY DEPOSITS	$1,972,528
LONG-TERM DUE FROM AFFILIATES	$131,844,947
OTHER LONG-TERM ASSETS	$10,000

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$133,827,475	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
DUE TO RELATED ENTITIES	$238,497,285
MEDICARE RESERVES	$32,518,754
SELF-INSURED RISKS	$144,831,203
PENSION & POST-RETIREMENT BENE	$371,115,438
SUBORDINATED DEBT	$354,028,129
OTHER LIABILITIES	$95,514,562

Field	Value	IRS element (for citing)
Total Liability	$1,236,505,371	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PART X, Line 2 - ASC 740 FOOTNOTE	FormAndLineReferenceDesc
Explanation	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 (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
CASA of Maryland Inc
8151 15th Ave	Hyattsville	MD	20783	521372972	501(c)(3)	$25,000	Event Support\Health Fair
Joyce And Thomas Moorehead Foundation
21826 pacific blvd	Sterling	VA	20166	326148616	501(c)(3)	$15,000	Conference Support
Washington DC Metro Hbcu Alumni
PO Box 9833	Washington DC	DC	20016	364734475	501(c)(3)	$10,000	Event Support\Cultural Event
WA Regional Association of Grantmakers
1400 16th St NW	Washington DC	DC	20036	521756853	501(c)(3)	$100,000	Project Support

Field	Value	IRS element (for citing)
Total501c3 Org	4	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PROCEDURES FOR MONITORING THE USE OF GRANTS	FormAndLineReferenceDesc
Explanation	Grantees are required to sign a memorandum of understanding with Health plan prior to grant funds dispersal. grantees are required to submit a final report which delineates accomplishments, relates to stated objectives, and describes the evaluation method used to assess accomplishments.	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	Yes (true)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (true)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (40 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Gregory Adams
EVP, GP & Region Pres NCAL	$0	$734,090	$0	$1,242,350	$0	$267,848	$0	$293,224	$0	$23,507	$0	$2,561,019	$0	$0
Karen Elizabeth Blair
VP, PR, Comm & Brand Mgmt	$0	$197,908	$0	$64,555	$0	$35,584	$0	$70,581	$0	$21,242	$0	$389,870	$0	$0
Maryann Bodayle
Assistant Secretary	$0	$146,552	$0	$19,482	$0	$2,168	$0	$10,494	$0	$8,841	$0	$187,537	$0	$0
Ruben Burnett
VP, Natl Consultant Relations	$0	$240,238	$0	$181,398	$0	$66,682	$0	$97,420	$0	$12,961	$0	$598,699	$0	$36,220
Joseph Butz
VP & COO - MAS	$0	$301,531	$0	$250,000	$0	$151,150	$0	$56,134	$0	$17,808	$0	$776,623	$0	$0
Thomas W Chapman EdD
Director	$0	$206,000	$0	$0	$0	$21,466	$0	$18,000	$0	$0	$0	$245,466	$0	$0
Brian S Diemar
Sales Exec/Rep IV	$0	$96,063	$0	$194,689	$0	$6,916	$0	$11,176	$0	$15,382	$0	$324,226	$0	$0
Jeffrey E Epstein
Director	$0	$199,000	$0	$0	$0	$15,672	$0	$0	$0	$0	$0	$214,672	$0	$0
Daniel Garcia
SVP, Chief Compliance Officer	$0	$586,604	$0	$889,894	$0	$54,027	$0	$65,761	$0	$34,985	$0	$1,631,271	$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	$0	$199,000	$0	$0	$0	$15,281	$0	$0	$0	$0	$0	$214,281	$0	$0
David Hoffmeister
Director	$0	$194,000	$0	$0	$0	$11,066	$0	$0	$0	$0	$0	$205,066	$0	$0
Kimberly Horn
Region President - MAS	$0	$528,939	$0	$355,043	$0	$175,296	$0	$425,899	$0	$25,059	$0	$1,510,236	$0	$110,584
Judith Johansen
Director	$0	$231,500	$0	$0	$0	$11,058	$0	$0	$0	$0	$0	$242,558	$0	$0
Kim J Kaiser
Director	$0	$221,500	$0	$0	$0	$5,496	$0	$0	$0	$0	$0	$226,996	$0	$0
Marilyn Kawamura
Region President - MAS	$0	$0	$0	$64,919	$0	$35,936	$0	$0	$0	$0	$0	$100,855	$0	$31,724
Kathryn Lancaster
EVP & CFO	$0	$779,351	$0	$1,512,879	$0	$298,864	$0	$199,848	$0	$17,903	$0	$2,808,845	$0	$233
Philip A Marineau
Director	$0	$219,000	$0	$0	$0	$7,213	$0	$0	$0	$0	$0	$226,213	$0	$0
Thomas Meier
SVP, Corporate Treasurer	$0	$366,589	$0	$535,310	$0	$114,448	$0	$46,053	$0	$27,546	$0	$1,089,946	$0	$19,340
Donald Orndoff
SVP, NFS	$0	$410,384	$0	$523,171	$0	$264,152	$0	$160,685	$0	$29,568	$0	$1,387,960	$0	$182,662
Edward Y W Pei
Director	$0	$218,500	$0	$0	$0	$12,464	$0	$18,000	$0	$0	$0	$248,964	$0	$0
Deanne Petersen
VP, CFO - MAS	$0	$59,339	$0	$165,718	$0	$8,673	$0	$46,183	$0	$3,725	$0	$283,638	$0	$0
Margaret E Porfido
Director	$0	$239,000	$0	$0	$0	$16,935	$0	$0	$0	$0	$0	$255,935	$0	$0
Rochelle Roth
Assistant Secretary	$0	$170,501	$0	$93,540	$0	$23,060	$0	$38,537	$0	$17,513	$0	$343,151	$0	$0
Mark Ruszczyk
VP, MSBD - MAS	$0	$263,095	$0	$125,904	$0	$16,114	$0	$60,741	$0	$39,940	$0	$505,794	$0	$0
Kyle Sanders
Sales Exec/Rep III	$0	$100,937	$0	$306,369	$0	$2,803	$0	$5,419	$0	$7,210	$0	$422,738	$0	$0
Jacqueline Sellers
Assistant Secretary	$0	$191,615	$0	$80,592	$0	$5,767	$0	$38,315	$0	$11,781	$0	$328,070	$0	$0
Richard Shannon
Director	$0	$226,500	$0	$0	$0	$0	$0	$0	$0	$0	$0	$226,500	$0	$0
Arthur Southam
EVP, Health Plan Operations	$0	$818,213	$0	$1,665,914	$0	$355,489	$0	$72,330	$0	$26,163	$0	$2,938,109	$0	$14,170
Susan Spurlark
Assistant Secretary	$0	$243,786	$0	$103,712	$0	$25,323	$0	$48,781	$0	$13,907	$0	$435,509	$0	$0
Deborah Stokes
SVP, Controller & CAO	$0	$353,904	$0	$429,013	$0	$79,334	$0	$42,538	$0	$21,711	$0	$926,500	$0	$0
Cynthia A Telles PhD
Director	$0	$240,500	$0	$0	$0	$11,066	$0	$0	$0	$0	$0	$251,566	$0	$0
Frank Titus
VP, HPSA - MAS	$0	$241,598	$0	$175,598	$0	$33,754	$0	$68,133	$0	$23,369	$0	$542,452	$0	$0
Bernard Tyson
Chairman & CEO	$0	$1,209,932	$0	$3,631,595	$0	$1,022,267	$0	$142,327	$0	$33,902	$0	$6,040,023	$0	$0
Heidi S Veltman
VP, Delivery System Opns-NOVA	$0	$244,712	$0	$38,302	$0	$15,776	$0	$62,280	$0	$22,779	$0	$383,849	$0	$0
Delinda Hastie Washington
VP, HR - MAS	$0	$214,818	$0	$47,060	$0	$29,410	$0	$56,792	$0	$21,867	$0	$369,947	$0	$0
Steven Zatkin
SVP, General Counsel & Secy	$0	$0	$0	$0	$0	$261,259	$0	$0	$0	$0	$0	$261,259	$0	$256,468
Victoria Zatkin
VP, Off of Brd & Corp Gov Svcs	$0	$206,699	$0	$110,698	$0	$139,952	$0	$78,627	$0	$5,105	$0	$541,081	$0	$85,167
Mark Zemelman
SVP, General Counsel & Secy	$0	$528,915	$0	$844,658	$0	$225,714	$0	$126,479	$0	$32,940	$0	$1,758,706	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 3	- METHODS USED TO ESTABLISH COMPENSATION OF CEO/EXECUTIVE DIRECTOR - THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED BELOW TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF A RELATED ORGANIZATION.
SCHEDULE J, PART I, LINE 4b	- SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT - Gregory Adams $ 238,078 Ruben Burnett 46,146 Marilyn Kawamura 31,724 Kathryn Lancaster 253,372 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 J, PART I, LINE 8	Certain amounts reported in Form 990, Part VII, were paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.4958-4(a)(3). A fixed payment was paid to or accrued for ONE OFFICER in 2015.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 4	- Significant Changes to Governing Documents - 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".
FORM 990, PART VI, LINE 6	KAISER FOUNDATION HEALTH PLAN, INC. IS THE SOLE MEMBER. Upon dissolution, remaining assets shall be distributed to a 501(c)(3) organization.
FORM 990, PART VI, LINE 7A	- Appointment of Governing Body - KAISER FOUNDATION HEALTH PLAN, INC. appoints the directors (and fills vacancies and has authority to remove directors). THE SAME INDIVIDUALS WHO COMPRISE THE BOARD OF DIRECTORS OF KFHP ALSO SERVE AS THE DIRECTORS OF KFHP COLORADO, NORTHWEST AND MID-ATLANTIC STATES.
FORM 990, PART VI, LINE 7B	- Approval of Certain Governance Decisions - The following actions of the corporation require approval of the sole member: a) REMOVAL OF THE CHAIRMAN OF THE BOARD OR THE PRESIDENT, THE GROUP PRESIDENT OR REGIONAL PRESIDENT; b) Amendments to Articles C (MEMBER), D (DIRECTORS) and H of the Bylaws may be amended only by the member; c) amendment of the articles of incorporation.
Form 990, Part VI, Line 11B	- FORM 990 REVIEW PROCESS - 1. KEY INFORMATION NECESSARY FOR THE PREPARATION OF THE TAX RETURN IS OBTAINED AND/OR CONFIRMED WITH INTERNAL SOURCES INCLUDING REGIONAL FINANCE, EXECUTIVE COMPENSATION, COMMUNITY BENEFITS, TREASURY, GOVERNMENT RELATIONS, AND LEGAL. 2. COMMUNITY BENEFITS 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, Line 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, Line 15A/B	- Compensation Determination - THE EXECUTIVE COMPENSATION PROGRAM AS ADMINISTERED BY KAISER FOUNDATION HEALTH PLAN, INC. IS DESIGNED TO RECRUIT, RETAIN AND MOTIVATE QUALIFIED SENIOR MANAGEMENT PERSONNEL. SENIOR MANAGEMENT PERSONNEL HAVE A SIGNIFICANT IMPACT ON THE STRATEGIC AND POLICY DIRECTION AND RESULTS OF THE ORGANIZATION. THEREFORE, THE EXECUTIVE COMPENSATION PROGRAM IS, TO A SIGNIFICANT DEGREE, PERFORMANCE-BASED. THE COMPENSATION PROGRAM IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. PRIOR TO PAYMENT, ALL PROGRAMS AND PAYMENTS TO THE CEO, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT OFFICIALS (EXECUTIVES) ARE REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. BASE PAY FOR EXECUTIVE POSITIONS IS ESTABLISHED AT A LEVEL COMPARABLE TO THE RELEVANT MARKET. IN ADDITION, OTHER COMPONENTS OF THE COMPENSATION PROGRAM BEAR 'AT-RISK' FEATURES DESIGNED TO FOCUS ON STRATEGICALLY IMPORTANT PERFORMANCE GOALS AND TO ASSIST IN ATTRACTING AND RETAINING TOP PERFORMERS. THE EXECUTIVE COMPENSATION PROGRAM IS TARGETED TO BE COMPETITIVE TO THE COMPARABLE EXTERNAL MARKET IN WHICH THE ORGANIZATION COMPETES FOR EXECUTIVE LEADERSHIP. EVALUATION OF COMPARABLE PAY DATA IS PERFORMED BY AN INDEPENDENT COMPENSATION, 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, Line 18	Forms 990 are available on www.guidestar.org.
Form 990, Part VI, Line 19	- Public Inspection - Governing documents, conflict of interest policy are available upon request as disclosed to other regulatory bodies. Financial Statements - are on file with state insurance agency on a statutory basis (stand alone entity). Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with Independent Auditors' Report. To request copies contact: 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 Organizations - Individuals who are both officers and members of Boards of Directors work full time as employees as well as fulfill their board assignment. All officers work full time in their employee capacity. Full time work may require in excess of the traditional 40 hour week. Given the integrated nature of our organization, employees may provide support for various Kaiser Permanente companies. The average hours per week reported for the filing organization and related organizations was estimated.
Form 990, Part XI, Line 9	- Other changes in net assets or fund balances - CHANGE IN PENSION AND OTHER RETIREMENT LIABILITIES $ 18,966,757 OTHER THAN TEMPORARY IMPAIRMENTS (1,056,053) GAIN ON SALE OF INVESTMENTS - TAX (194,214) GAIN ON SALE OF INVESTMENTS - BOOK 419,364 ------------ TOTAL $ 18,135,854
FORM 990, PART III, LINE 4A-4D	2015 Community Benefit Report Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc.s Commitment to the Community Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. (Mid-Atlantic Health Plan or KFHP-MAS) 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 local hospitals and Permanente Medical Group physicians to provide health care services for its members. KFHP-MAS 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. Mid-Atlantic Health Plan members are broadly representative of the communities served. Once enrolled, a member may maintain membership regardless of health or employment status. Mid-Atlantic Health Plan provides and coordinates complete health care services serving communities in Maryland, Virginia, and Washington, D.C. As related nonprofit organizations, Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. 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 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 program 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-MAS 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-MASs 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 Mid-Atlantic States, Inc.: In 2015, Mid-Atlantic Health Plan served nearly 616,000 members and expended approximately $101 million (at cost, net of $116 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 Mid-Atlantic States, Inc.s mission. In 2015, Mid-Atlantic Health Plan expended approximately $90 million (at cost, net of $116 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 KFHP-MAS facility or by a Permanente provider. A.1. Charitable Care (Medical Financial Assistance and Charitable Health Coverage Programs) KFHP-MAS provides charity care to low-income vulnerable populations through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. In 2015, Mid-Atlantic Health Plan spent approximately $59.4 million (at cost, net of $236 thousand of related revenues) to support under- and uninsured patients. A.1.1. Medical Financial Assistance (MFA) Program Mid-Atlantic 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 facilities operated by Kaiser Permanente 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-MAS provided $30.5 million (at cost, net of related revenues of $0) of services under this program. At KFHP-MAS, uninsured patients receive a discount on hospital and professional charges for emergency or other medically necessary care without 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. In Maryland, Virginia, and Washington D.C., the MFA programs eligibility criteria allows patients falling at or below 350% of the Federal Poverty Guidelines (FPG) to receive full (100%) write off of patient out-of-pocket costs. In 2015, the MFA program assisted over 40,000 qualifying applicants in Maryland, Virginia, and the District of Columbia. This population received full or partial forgiveness for nearly 550,000 outpatient visits and approximately 270,000 prescriptions. 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. Additionally, Mid-Atlantic Health Plan also participates as a pediatric primary care provider for a local access-to-care program for low income children. This allows Mid-Atlantic Health Plan to invest in the longer term health of patients and the community. KFHP-MASs CHC programs have a long history of making a real difference in the lives of persons who might otherwise have no permanent health care coverage. During 2015, KFHP-MAS invested approximately $28.9 million (at cost, net of $236 thousand of related revenues) to support the CHC program. The CHC program includes a separately administered premium subsidy that CHC members use 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. Prospective members are invited to apply during limited annual enrollment periods and after experiencing triggering events.
A.1.2.1. Community Health Access Program (CHAP)	CHAP is a Charitable Health Coverage program that provides low-income individuals and families with access to health coverage. Participants must meet certain eligibility requirements. Total household income must be at or below 300% of the Federal Poverty Level (FPL) and applicants must not have access to other forms of health care coverage. Once eligibility requirements are met, CHAP members receive a KFHP MAS subsidy that helps pay for enrollment in a standard off-exchange KFHP MAS individual and family product (gold level). These members are also provided with medical financial assistance that covers the cost sharing for most services if provided at KFHP MAS facilities. More than 6,900 members who did not have access to other publicly or privately offered forms of health coverage were enrolled in this program at the end of 2015. A.1.2.2. Medical Care for Children Partnership (MCCP) Program Mid-Atlantic Health Plans long-standing participation as a pediatric primary care provider in the MCCP program continued throughout 2015. This program is administered through local governmental agencies and non-profit organizations serving Fairfax and Prince William counties in Virginia, and Prince George and Montgomery counties in Maryland. Approximately 3,700 children were receiving medical care under this program at the end of 2015. A.2. Participation in Medicaid and Other Government-Sponsored Programs Mid-Atlantic Health Plan has a long history of participating in publicly financed health programs as a nonprofit organization. KFHP-MAS participates in Medicaid and other government-sponsored programs depending on the structure of these programs in the states of Virginia and Maryland. In 2015, Mid-Atlantic Health Plan provided coverage and services valued at $30.8 million (at cost, net of $116 million of related revenues) for members and nonmembers in programs sponsored by the federal and state governments. As of December 2015, KFHP-MASs membership in Medicaid programs reached close to 40,000. This represents an increase of 22,000 or 120% 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-MAS 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-MAS. Realized and anticipated growth in the organizations Medicaid offerings closely aligns with and supports Mid-Atlantic Health Plans 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-MASs Medicaid program, a Medicaid Assistance Center (MAC) was opened for operation in 2014. With an emphasis on delivering bilingual support, the representatives in this center provide specialized enrollment services by assisting callers in understanding Medicaid eligibility in their state and the qualifications to enroll in Medicaid with KFHP-MAS. 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 Managed Care In 2014, Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. became a participating fully capitated Managed Care Organization (MCO) in the state of Maryland bringing nationally recognized quality, preventive care, and convenience to the states individuals and families enrolled in Medicaid. The region had previously expanded their Medicaid presence into Virginia as a fully capitated MCO in 2013. In 2015, KFHP-MAS ended the year with approximately 40,000 members in the Medicaid Managed Care program. Three value-added services provided to these members included dental and vision coverage, as well as transportation reimbursement. A.2.2. Medicaid Fee-for-Service Mid-Atlantic Health Plan provides health care on a fee-for-service basis for Medicaid beneficiaries who are not enrolled as KFHP-MAS members. These services are provided in partnership as a pediatric provider under the Priority Partners Managed Care Organization (part of Johns Hopkins Medicine). KFHP-MAS expended approximately $880,000 (at cost, net of $372 thousand of related revenues) to subsidize patient care under this program. Approximately 1,000 Priority Partners members received care under fee-for-service arrangements. A.3. Prior Year Contributions for Care and Coverage In prior years, KFHP-MAS made contributions to several donor advised funds under the direction of various foundations operating in our local communities. These funds were intended to identify and support nonprofit organizations that meet community needs in the area of care and coverage. In 2015, the following initiatives were funded through disbursements issued by the community foundations based upon recommendations informed by KFHP-MAS's expertise. A.3.1. Care and Coverage Outreach in Northern Virginia Studies show that a significant portion of the population of Northern Virginia have remained uninsured even after two years of the Affordable Care Act, with minorities making up a disproportionately small segment of the insured. In 2015, Northern Virginia Family Services received $50,000 from a prior year contribution to a community foundation donor advised fund to help fund part-time bi-lingual application counselors, interpreters, and volunteer coordinators providing 560 in-person assistance appointments. A.3.2. Care and Coverage Outreach in Maryland In 2015, Baltimore Health Care Access received $50,000 from a prior year contribution to a community foundation donor advised fund to support outreach to Latino and low income families in Marylands central region. Activities included 41 radio spots, 40 transit ads, and 1,000 pamphlets for community organizations in Marylands central region. B. Community Health Initiatives The Community Health Initiatives (CHI) strategy aims to improve the health of individuals, families, and communities by addressing the social, economic, and environmental determinants of health. The role of the community is vital to creating the conditions of health as well as the importance of non-medical resources in communities that promote well-being and prevent disease. The central premise of this approach is that excellent medical care alone is not sufficient to create healthy communities. Evidence underscores the importance of changing community environments as a critical community health strategy. Guided by this evidence, Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. supports comprehensive initiatives that focus on policy and environmental changes to promote healthy eating and active living (HEAL), community safety, economic stability, and social and emotional wellness. KFHP-MAS Community Health Initiatives engaged communities in addressing the root causes of obesity. The focus of KFHP-MASs initiatives target policy and systems reform to achieve equity in healthy food availability across its service areas, with emphasis on neighborhoods, schools, and food banks. It has contributed guidance to multiple initiatives and collaboratives dedicated to building strong and sustainable regional food systems and creating safe spaces for physical activity. KFHP MAS did not recognize significant financial investments in 2015. However, its deep commitment continued through sharing of technical expertise for capacity building. B.1. Community Health Initiatives Programs and Services B.1.1. Prior Year Contributions for CHI Investments In prior years, KFHP-MAS made contributions to several donor advised funds under the direction of various foundations operating in our local communities. These funds were intended to identify and support nonprofit organizations that meet community needs in the area of community health initiatives. In 2015, the following initiatives were funded through disbursements issued by the community foundations based upon recommendations informed by KFHP-MAS's expertise. B.1.1.1. Sustainable Farming Chesapeake Bay Foundation, Inc received $150,000 in 2015 from a prior year contribution to a community foundation donor advised fund for Clagett Farm to showcase sustainable agricultural practices to farmers, promote healthy eating of local foods to consumers, and provide fresh vegetables to low-income families. Clagett Farm will feed approximately 550 local families in 2015, including 200 low-income families in the Washington Metro Area. Clagett Farm welcomes 3,000 visitors a year, fostering a better understanding of the connection between land use, water quality and public health-spreading knowledge that you can help save the bay with what you put on your plate.
B.1.1.2. Schools and Corner Stores	DC Central Kitchen received $50,000 in 2015 from a prior year contribution to a community foundation donor advised fund to partner with schools and corner stores to improve healthy food access at a neighborhood level in Wards 5, 7, and 8 in the District of Columbia. Support from this grant allowed DC Central Kitchen to serve more than 3,200 people, distribute 5,400 units of fresh produce, and provide healthy snacks at nine schools. B.1.1.3. Thriving Schools Program A grant of $45,000 from a prior year contribution to a community foundation donor advised fund to Food Corps in 2015 helped connect kids to healthy food options in schools. With thirteen corps members, Food Corps spent 580 hours in schools implementing a three-pillared approach to healthy kids, guiding 2,700 children through nutrition education, and gardening to harvest 634 pounds of produce. Food Corps also offered cooking lessons to foster skills and pride around healthy food. Almost 300 community volunteers gave nearly 800 hours to the project. C. Safety Net Partnerships C.1. Kaiser Foundation Health Plan of Mid-Atlantic States, Inc. is committed to building partnerships with the institutions that serve on the front lines of health care for the uninsured and underserved. By providing support to community health centers, public hospitals, and local health departments, Mid-Atlantic Health Plan helps them deliver care and treatment to the most vulnerable in our communities. C.2. Safety Net Partnerships Programs and Services C.2.1. Community Ambassador Program Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. supported the Safety Net Stream of Work primarily through an innovative Community Ambassador Program, in its 7th year. Details of this program are elaborated within the "Other Community Benefits" section below. C.2.2. Community Health Workers (CHW) in HIV/AIDS Partnership Washington AIDS Partnership of the Washington Regional Association of Grantmakers received $100,000 as part of a multi-year grant in support of Positive Pathways, an evidence-based intervention which addresses barriers to HIV medical care for African-Americans, primarily women, in Wards 5 to 8 of Washington, DC and Prince Georges County, MD. In the five years that KFHP MAS has funded this program, a cadre of twelve trained peer community health workers have served their community through an understanding of barriers associated with living with HIV, care and social services, and race/ethnicity. From March, 2014 through February, 2015, CHWs enrolled 365 out-of-care individuals. These health workers also worked with 242 ongoing clients from years one, two, and three, and re-engaged 52 clients from previous years who had fallen out of care. The total number of individuals served was 659. A review of data for a six month period showed that, among the clients who completed at least one assessment with a CHW, 96% attended at least one medical visit with a HIV provider, 92% are taking their HIV medications, and 61% are virally suppressed. C.2.3. Prior Year Contributions for Safety Net Partnerships In prior years, KFHP-MAS made contributions to several donor advised funds under the direction of various foundations operating in our local communities. These funds were intended to identify and support nonprofit organizations that meet community needs in the area of safety net partnerships. In 2015, the following initiative was funded through disbursements issued by the community foundations based upon recommendations informed by KFHP-MAS's expertise. C.2.3.1. Population Health Initiative in Cardiovascular Risk Reduction Two implementing organizations received a total of $222,500 in 2015 from a prior year contribution to a community foundation donor advised fund to continue the dissemination of the ALL/PHASE initiative, a keystone cardiovascular disease risk reduction and population management program developed from learnings across the Kaiser Permanente. Funding in 2015 supported participation for five new clinics. The ALL/PHASE initiative also provided infrastructure to support their implementations with a data reporting template, toolkit, and technical assistance. D. Developing and Disseminating Knowledge The Developing and Disseminating Knowledge Stream of Work supports activities that improve health care by sharing knowledge, educating practitioners, advancing research, empowering consumers and informing policymakers about evidence-based care and health. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. spent $2.9 million in 2015 to support programs and services associated with the development and dissemination of knowledge. D.1. Medical Research At KFHP-MAS, research is an essential part of what it means to be a learning organization. Achievements realized under this program are made possible through a dedicated group of researchers, the comprehensive nature of KFHP, Inc.s electronic medical record system, and access to the health data of over 10 million Kaiser Foundation Health Plan, Inc. members. Through studies conducted at regional and national research centers, researchers address critical issues like cancer, cardiovascular conditions, diabetes, behavioral and mental health, and health care delivery improvements by leveraging the organizations research expertise, rich data sources, and delivery system environment. Mid-Atlantic Health Plan provided approximately $1.8 million for medical research projects in 2015. In 2015, Kaiser Foundation Health Plan, Inc. and its subsidiaries continued to expand its national biobank, the KP Research Bank, a research resource that will strengthen the ability to conduct cutting-edge studies. With this development, Mid-Atlantic Health Plan benefits from being part of a biobank that will be one of the largest non-governmental biobanks in the United States to examine the genetic and environmental factors that influence common diseases such as heart disease, cancer, diabetes, high blood pressure, Alzheimer's disease, asthma and many others. D.1.1. National Research Program Kaiser Foundation Health Plan, Inc. has a long history of conducting health services and medical research that addresses health care policy, quality of care, and quality of life. The results have yielded findings that affect not just the practice of medicine within the organization and its subsidiaries, but also for society-at-large. D.1.1.1. Kaiser Foundation Research Institute (KFRI) The Kaiser Foundation Research Institute provides administrative leadership and support for federally funded medical research conducted at regional research centers located in the Mid-Atlantic States as well as several others. KFRI personnel are designated as the Authorized Organizational Official for all federally funded research performed by both Kaiser Foundation Hospitals and Kaiser Foundation Health Plan, Inc., and its subsidiaries. In this capacity, KFRI submits applications for grants and executes contracts and sub-contracts for all federally funded research on behalf of the regional research programs described below. KFRI also manages invoicing and accounts receivable related to federally funded research, and distributes grant proceeds to the appropriate regional program. Additionally, KFRI supports the regional research centers on issues related to human participant protection and clinical trials research quality and compliance. D.1.1.2. The Center for Effectiveness and Safety Research (CESR) The Center for Effectiveness and Safety Research is a national research center that leverages the expertise of Kaiser Permanentes seven regional research centers to answer important comparative effectiveness and safety questions that affect health care delivery questions by relying on collaborations within the network. D.1.2. Mid-Atlantics Research Program The principal research activities conducted in the Mid-Atlantic States take place at the following regional research center:
D.1.2.1. The Mid-Atlantic Permanente Research Institute	Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. collaborates with the Mid-Atlantic Permanente Research Institute in addressing the clinical, health policy, and service challenges facing residents of the region. The institute's mission is to advance medical knowledge and improve the quality of care and health of our patients and communities we serve by conducting innovative scientific and clinical research. Through the network of providers, KFHP-MAS members, and the health care system itself, the Research Institute aims to improve the care experience of patients as well as the communities served by Mid-Atlantic Health Plan. Top Research Areas: - Economic Impact of Health Care - Epidemiology - Health Disparities - Health Information Technology - Health Services - Infectious Diseases Key Statistics: - Number of clinical trials in 2015: 11 - Number of active studies (clinical and non-clinical trials) in 2015: 99 - Number of research papers published in journals in 2015: 22 - Number of investigators: 5 - Number of support staff: 20 D.1.2.2. Major Areas of Funded Research The following are examples of research projects conducted by investigators at the Mid-Atlantic Permanente Research Institute in 2015: D.1.2.2.1. HIV Quality Improvement and Performance Program Research Area: Health Care Delivery and Comparative Health Systems Collaborating Kaiser Permanente sites: Colorado, Northwest, Hawaii, Southern California, Northern California and Georgia regions. This study is focused on determining quantitative measures of HIV care and outcomes in Kaiser Permanente. Researchers seek to initiate quality improvement programs where they determine there are opportunities for improvement. Primary Funding Provided By: Care Management Institute, The Permanente Federation and Kaiser Foundation Health Plan, Inc. D.2. Educational Theatre Programs (ETP) Confronted with an urgent need for preventive health information in the communities we serve, the Educational Theatre Programs (ETP) was created to inspire children, teens and adults to make informed decisions about their health and to build stronger, healthier communities. The Educational Theatre Program uses live theatre, music, comedy, and drama and these educational programs were developed with the advice of teachers, parents, students, health educators, medical professionals, and professional theatre artists. Performances are delivered by professional actors who are also trained as peer health educators, and are performed free of charge for the community. ETP also provides schools and organizations with supplementary educational materials, such as workbooks, parent and teacher guides, and student wallet cards to reinforce the messages presented on stage. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc.s Educational Theatre Program (ETP) provides professional, award-winning health education for Pre-K to 12 in Maryland, Virginia, and the District of Columbia. In 2015, Mid-Atlantic Health Plan spent approximately $953 thousand on this program. In 2015, ETP performed approximately 680 times at 140 different venues for nearly 48,000 children and adults at schools and other locations. Additionally, ETP performed three age-appropriate shows with supplemental resource materials for students, teachers, and parents that reinforce the presentation. The four scripted shows were Professor BodyWises Traveling Menagerie, The Amazing Food Detective, Rise, and Secrets. ETP also offered classroom workshops on Bullying Prevention, Obesity Prevention, and HIV/AIDS prevention. Throughout the year ETP conducted over 430 workshops to 13,000 students and adults, presented its Corner Store exhibit to educate youth and adults on ways to make healthy food shopping decisions and conducted a Poverty Simulations to inform the public on the challenges of low-income households. ETP distributed lesson plans and course materials that satisfied appropriate learning standards to educators for all of its educational programs. E. Other Community Benefit Investments During 2015, Mid-Atlantic Health Plan spent approximately $7.4 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. The following are examples of programs funded in this area. E.1. Community Ambassador Program 2015 was the seventh year of the Community Ambassador program, which grew from two nurse practitioners (NPs) and one physician assistant to a total of 25 NPs and physician assistants placed in safety net clinics in Washington DC, suburban Maryland, and Northern Virginia. The purpose of the program is to expand the capacity of local safety net clinics to increase health care access to the under and uninsured. Approximately $4.4 million was invested in this program in 2015. E.2 Prior Year Contributions for Workforce Development In prior years, KFHP-MAS made contributions to several donor advised funds under the direction of various foundations operating in our local communities. These funds were intended to identify and support nonprofit organizations that meet community needs in the area of workforce development. In 2015, the following initiative was funded through disbursements issued by the community foundations based upon recommendations informed by KFHP-MAS's expertise. E.2.1. Baltimore YouthWorks Paid Summer Program As the youth of Baltimore experience one of the highest unemployment rates in the country, Baltimore Community Foundation received $200,000 in 2015 from a prior year contribution to a community foundation donor advised fund for the YouthWorks summer jobs program, for 199 young adults age 14 to 21 to take on a five-week paid summer job program. Of the youth, 76% showed measurable gains in their workforce readiness at the conclusion of the program. E.2.2. Workforce Development Collaborative Community Foundation of the National Capital Region, a greater Washington, DC workforce collaborative received $90,000 in the final installment of a multi-year grant for the Accelerating Advancement Initiative (AAI). AAI assisted low-income, underemployed, and unemployed workers in preparing for family-sustaining careers in key industries like healthcare. More than 125 low-income workers participated in 2015 and were involved in the AAI learning network. F. Environmental Stewardship Poor environmental quality contributes to disease and economic insecurity. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. has committed itself to protecting and improving the natural environment as a key component of its mission to improve the health of the communities 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-MAS 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-MAS 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 Mid-Atlantic States, Inc. included: F.1.1. In Maryland, Virginia, and Washington, D.C.: F.1.1.1 Improved our water use intensity (gallons/rentable square foot) by 14% since our 2013 baseline year. F.1.1.2 Contracted to purchase approximately 57 million kilowatt-hours of Green-e Certified Renewable Energy Certificates, thus reducing our organizations annual greenhouse gas emissions by approximately 26,000 metric tons of CO2-equivalent. F.1.1.3 Responsibly reused or recycled over 1,300 tons of materials.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)

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KAISER FOUNDATION HEALTH PLAN INC
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KAISER FOUNDATION HOSPITALS
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	941105628	HEALTH CARE	CA	501(c)(3)	3	na	false
KAISER FDN HEALTH PLAN OF COLORADO
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	840591617	HEALTH CARE	CO	501(c)(3)	9	KFHP INC	Yes (true)
KAISER FDN HEALTH PLAN OF GEORGIA INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	581592076	HEALTH CARE	GA	501(c)(3)	9	KFHP INC	Yes (true)
KAISER FDN HEALTH PLAN OF THE NORTHWEST
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	930798039	HEALTH CARE	OR	501(c)(3)	9	KFHP INC	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 HOSPITAL ASSET MANAGEMENT INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299125	ASSET MGMT	CA	501(c)(3)	11 - I	KFH	Yes (true)
CAMP BOWIE SERVICE CENTER
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299123	ADMIN	CA	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)
KAISER HEALTH ALTERNATIVES
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	930954562	HEALTH CARE	OR	501(c)(3)	9	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)

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US Address USAddress

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City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
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Direct Controlling Entity Name DirectControllingEntityName

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Business Name Line1	NA	BusinessNameLine1Txt

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Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

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OAK TREE ASSURANCE LTD
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	030329760	INSURANCE	VT	NA	C CORP	$0	$0	0.00000	Yes (true)
KAISER PERMANENTE INSURANCE COMPANY
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943203402	INSURANCE	CA	NA	C CORP	$0	$0	0.00000	Yes (true)
KAISER PROPERTIES SERVICES INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943259432	REAL ESTATE	CA	NA	C CORP	$0	$0	0.00000	Yes (true)
KAISER PERMANENTE INTERNATIONAL
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943245176	CONSULTING	CA	NA	C CORP	$0	$0	0.00000	Yes (true)
KAISER COLORADO HOLDINGS
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612		HEALTH CARE	CO	NA	C CORP	$0	$0	0.00000	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
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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 (32 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Kaiser Foundation Health Plan Inc
l	$11,389,922	Per Agreement
Kaiser Foundation Health Plan Inc
m	$98,954,616	Per Agreement
Kaiser Foundation Health Plan Inc
p	$66,489,321	Per Agreement
Kaiser Foundation Health Plan Inc
q	$209,636,540	Per Agreement
Kaiser Foundation Health Plan Inc
r	$1,144,670,859	Per Agreement
Kaiser Foundation Health Plan Inc
s	$1,216,066,147	Per Agreement
Kaiser Foundation Hospitals
e	$90,000,000	Per Agreement
Kaiser Foundation Hospitals
l	$647,500	Per Agreement
Kaiser Foundation Hospitals
m	$520,624,639	Per Agreement
Kaiser Foundation Hospitals
p	$278,410,060	Per Agreement
Kaiser Foundation Hospitals
q	$1,600,971	Per Agreement
Camp Bowie Service Center
l	$458,676	Per Agreement
Camp Bowie Service Center
m	$10,290,045	Per Agreement
Camp Bowie Service Center
q	$35,408,060	Per Agreement
Kaiser Permanente Insurance Company
m	$14,051,934	Per Agreement
Kaiser Permanente Insurance Company
p	$174,300	Per Agreement
Lokahi Assurance LTD
l	$5,595,744	Per Agreement
Lokahi Assurance LTD
m	$18,099,996	Per Agreement
Lokahi Assurance LTD
q	$11,683,892	Per Agreement
Lokahi Assurance LTD
s	$2,162,000	Per Agreement
Kaiser FDN Health Plan of the Northwest
l	$255,385	Per Agreement
Kaiser FDN Health Plan of the Northwest
m	$420,200	Per Agreement
Kaiser FDN Health Plan of the Northwest
q	$129,649	Per Agreement
Kaiser FDN Health Plan of Colorado
l	$471,250	Per Agreement
Kaiser FDN Health Plan of Colorado
m	$303,894	Per Agreement
Kaiser FDN Health Plan of Colorado
p	$354,382	Per Agreement
Kaiser FDN Health Plan of Colorado
q	$157,826	Per Agreement
Kaiser FDN Health Plan of Georgia Inc
l	$1,247,786	Per Agreement
Kaiser FDN Health Plan of Georgia Inc
m	$3,382,452	Per Agreement
Kaiser FDN Health Plan of Georgia Inc
p	$755,471	Per Agreement
Kaiser FDN Health Plan of Georgia Inc
q	$359,307	Per Agreement
Oak Tree Assurance Ltd
l	$369,900	Per Agreement