2014-11-12T13:17:44-06:00 2013-12-31 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1700 PHILADELPHIA PA 19103 990 2013-01-01 941340523 KAISER FOUNDATION HEALTH PLAN INC % VP - TAX SERVICES KAIS 5102716611 ONE KAISER PLAZA SUITE 15L Suite OAKLAND CA 94612 DEBORAH STOKES SVP, CC & CAO 5102716385 2014-11-11 ROBERT W FRIZ P00438748 5102716385 2013 2015-11-30 17:44:51Z BERNARD J TYSON ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 66889601170 false X N/A X 1955 CA TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE. 15 12 22379 1883 8601670 4106851 8627449 0 39942590133 42237636510 185291370 98624305 12049302 10226135 40148558254 42346486950 15076563 48883930 0 0 2750563970 2988113516 0 0 0 36817189153 38945290609 39582829686 41982288055 565728568 364198895 16333085635 16312511712 14752992764 12735086923 1580092871 3577424789 X TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE. false false 39036755257 0 41650949218 Member Health Care Services and Medical Training to Improve Care Kaiser Foundation Health Plan, Inc. 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. Kaiser Foundation Health Plan, Inc. educates and trains medical students and other health care professionals and promotes scientific and nursing education in order to improve care. 1025419988 0 561120177 Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan, Inc. (KFHP, INC.) is committed to improving medical care for beneficiaries of Medicaid and other government sponsored programs, not only for KFHP, INC. members, but also within the communities we serve. At the end of 2013, more than 398,000 individuals were receiving the benefits of full membership in KFHP, INC.'s Medicaid managed care programs in the states of California and Hawaii. Approximately 4,200 more individuals were members of the Children's Health Insurance Program (CHIP). In addition, KFHP, INC. provided health care on a fee-for-service basis for Medicaid beneficiaries who were not enrolled as KFHP, INC. members. 247952872 0 25567115 Charitable Care (Medical Financial Assistance and Charitable Coverage) Kaiser Foundation Health Plan, Inc. (KFHP, INC.) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP, INC. 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 2013, this program assisted approximately 156,000 qualifying applicants. The CHC programs offer 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 77,000 individuals were receiving comprehensive health care through these programs at the end of 2013. 66103174 48883930 0 See Community Benefit Summary Rpt in Sch O 66103174 48883930 0 40376231291 true false false true false false false false false false true false false false true false false true false false true false false false false false false true false true false false false true false false true false false false false false true true true true false false true 17748 0 true 22379 true true true true BD EI false false false false false false false false X 15 12 false false false false false false false true true false false true true true true true true true true false CA DC HI X X VP - TAX SERVICES 5102716385 ONE KAISER PLAZA STE 15L OAKLAND CA 94612 X Christine Cassel Director 4.0 10.0 X 189000 0 0 Thomas Chapman Director 4.0 10.0 X 197476 0 17500 Jeffrey Epstein Director 1.5 3.5 X 124090 0 0 Daniel P Garcia SVP, Chief Compliance Officer 20.0 30.0 X X 1424478 0 56135 William Graber Director 2.25 5.25 X 231153 0 0 J Eugene Grigsby III Director 2.5 6.0 X 206425 0 0 George C Halvorson Chairman 13.0 37.0 X X 10049725 0 146207 Judith Johanson Director 2.8 4.5 X 231370 0 0 Kim Kaiser Director 3.0 5.5 X 214808 0 0 Philip Marineau Director 2.4 4.62 X 211230 0 0 Jenny Ming Director 2.0 3.1 X 207633 0 0 Edward Pei Director 3.0 4.75 X 192630 0 17500 Margaret Porfido Director 2.0 4.5 X 229752 0 0 Cynthia Telles Director 2.3 4.8 X 208539 17000 0 Bernard J Tyson CEO & President 12.0 38.0 X X 4150020 0 139874 Gregory A Adams EVP,GP/Region President - NCAL 22.0 28.0 X 1904557 0 229462 Anthony A Barrueta SVP, Government Relations 25.0 25.0 X 922824 0 94065 Raymond J Baxter SVP,CB, Research & Hlth Policy 25.0 25.0 X 1532717 0 52106 Benjamin K Chu EVP, GP/Region President -SCAL 25.0 25.0 X 1659762 0 604757 Charles E Columbus SVP, Chief HR Officer 25.0 25.0 X 1232603 0 269861 Richard D Daniels SVP, Enterprise Shared Svcs 46.0 4.0 X 1358089 0 163883 Steven Doshay Senior Counsel 22.0 28.0 X 338268 0 77960 Erin M Downing Assistant Secretary 14.0 36.0 X 95076 0 14143 Philip Fasano EVP & CIO 25.0 25.0 X 2247447 0 515203 Diane E Gage Lofgren SVP,Brand Mgmt &Communications 25.0 25.0 X 987901 0 154419 Jennifer Gardner Assistant Secretary 14.0 36.0 X 90505 0 15348 Sandra A Golze Assistant Secretary - NCAL 25.0 25.0 X 524866 0 82515 Mitchell J Goodstein SVP, Actuarial, U/W & Pricing 49.0 1.0 X 1151848 0 49234 Kathryn Lancaster EVP & CFO 14.0 36.0 X 2196752 0 141775 Janet A Liang Region President - Hawaii 25.0 25.0 X 744038 0 185661 Donna Lynne EVP, GP/ Region President CO 25.0 25.0 X 1236958 0 413628 Thomas R Meier SVP, Corporate Treasurer 17.0 33.0 X 1047162 0 44749 Indrajit Obeysekere Assistant Secretary 25.0 25.0 X 329645 0 16475 Donald H Orndoff SVP, NFS 15.0 35.0 X 929854 0 170182 Wade Overgaard SVP, Health Plan Ops - CA 30.0 20.0 X 864115 0 94050 Frank P Richardson Assistant Secretary - Hawaii 25.0 25.0 X 275316 0 45108 Rochelle M Roth Assistant Secretary 22.0 28.0 X 222413 0 26424 Jacqueline Sellers Assistant Secretary 15.0 35.0 X 248419 0 3983 Arthur M Southam EVP, Health Plan Operations 20.0 30.0 X 2609154 0 45573 Deborah Stokes SVP,Corporate Controller & CAO 14.5 35.5 X 764912 0 -2441 Herman M Weil SVP, Federal & State Programs 40.0 10.0 X 834930 0 4876 Jed Weissberg SVP, Quality & Care Delivery 25.0 25.0 X 1231670 0 352627 John Yamamoto VP, Regional Counsel - SCAL 25.0 25.0 X 598710 0 37513 Carlos Zaragoza Assistant Secretary 25.0 25.0 X 684732 0 3219 Victoria B Zatkin VP,Off of Brd & Corp Gov Svcs 14.0 36.0 X 330156 0 13335 Mark S Zemelman SVP, Gen Counsel & Secretary 20.0 30.0 X 1323548 43660 Chuck Bevilacqua SVP, Health Plan Svc & Admin 30.0 20.0 X 819710 0 77167 Thomas A Curtin Jr SVP, Natl Sales & Acct Mgmt 30.0 20.0 X 763538 0 92410 Mick Diede SVP, Chief Actuary 30.0 20.0 X 583634 0 66572 George A Disalvo SVP-CFO,Southern Calif. Region 30.0 20.0 X 1020189 0 140589 Karen Maria Emmons VP, Research and Dir, KFRI 10.0 40.0 X 321136 0 15166 Michael J Huaco VP, Bus Strategy & Real Estate 30.0 20.0 X 540329 0 82141 Kendall D Hunter SVP, Health Ins Exchange Opns 30.0 20.0 X 627727 0 -7957 David A Kvancz VP, Natl Pharmacy Prog & Svcs 30.0 20.0 X 560295 0 107026 Michael P Mcander SVP, Finance Operations 30.0 20.0 X 1185082 0 109425 Christopher C Ohman SVP, HP-MSSA-ROC 30.0 20.0 X 647815 0 95311 Cynthia Powers Overmyer SVP, Internal Audit 30.0 20.0 X 660098 0 5263 Christine J Paige SVP, Marketing & Internet Svcs 30.0 20.0 X 715731 0 1951 Michael D Rowe SVP, CFO - NCAL 30.0 20.0 X 1381861 0 155252 James Henry Simpson III SVP, Finance - BU & ROC 30.0 20.0 X 655094 0 69591 C Wayne Swafford VP, Natl Facilities Svc - ROC 30.0 20.0 X 418032 0 92269 Paul M Swenson SVP & Chief Strategy Officer 30.0 20.0 X 887880 0 217523 Cesar Villalpando SVP, CAO - NCAL 30.0 20.0 X 748946 0 67283 Stanley B Watson VP, KFRI 30.0 20.0 X 275365 0 73126 Debora Lynn Catsavas VP, Compensation & Benefits 50.0 0.0 X 795501 0 280519 Katharine S Guptill SVP, Strategic Mkt Planning 50.0 0.0 X 653071 0 63790 Jason Phillips VP, Natl Recruitment Svcs 50.0 0.0 X 682090 0 109297 Charles N Sabatino VP, Claims Operations (Legal) 50.0 0.0 X 1445815 0 132149 Laura G Weisshar VP,Fin-CB,Research/Hlth Policy 18.0 32.0 X 645015 0 13147 Jerry C Fleming SVP, Health Reform Implement. 30.0 20.0 X 806046 0 -35376 Larry Wilson SVP, Financial & Strategic Svc 0.0 0.0 X 111573 0 4060 66538849 17000 6368263 6771 true true false KAISER FOUNDATION HOSPITALS 393 E WALNUT ST PASADENA CA 91188 MEDICAL SERVICES 14462564427 THE PERMANENTE MEDICAL GROUP 1950 FRANKLIN STREET OAKLAND CA 94612 MEDICAL SERVICES 9588650852 SOUTHERN CA PERMANENTE MEDICAL GROU 11668 SHERMAN WAY NORTH HOLLYWOOD CA 91605 MEDICAL SERVICES 7016217220 HAWAII PERMANENTE MEDICAL GROUP 711 Kapiolani Blvd HONOLULU HI 96813 MEDICAL SERVICES 426719166 BIO Medical Applications of Califor PO Box 749620 LOS ANGELES CA 900749620 MEDICAL SERVICES 95998369 1487 0 MEMBER HEALTH CARE 900099 28823143175 28823143175 MEDICARE 900099 10949877894 10949877894 SUPPLEMENTAL REVENUE 900099 1721341321 1721341321 NON-PLAN & INDUSTRY 900099 58668282 50852767 7815515 OTHER PROGRAM SVCS 900099 684605838 683931713 674125 42237636510 77794288 77794288 0 0 5222150 5222150 0 5222150 5222150 24563703773 240464 24535634383 7479837 28069390 -7239373 20830017 20830017 0 0 0 PARKING GARAGES 812930 5003985 112030 4891955 5003985 42346486950 42229146870 8601670 108738410 48883930 48883930 0 0 0 67200415 58799718 8400697 0 1927564578 1678199766 249364812 428483433 420771592 7711841 420605828 314733251 105872577 0 144259262 142225088 2034174 0 141662018 141662018 1227191 1227191 0 0 11808231 11808231 0 115047008 49303123 65743885 54448761 31927020 22521741 3277904343 3170372971 107531372 0 205621449 205576233 45216 41700855 33356938 8343917 0 17805280 17805280 150086460 150086460 0 234173296 234173296 221214727 221212607 2120 BASIC CONTRACTUAL PAYMENTS 27385756452 27385756452 0 SUPPLIES 2884839966 2790195301 94644665 PURCHASED MEDICAL SERVICES 2670135430 2670135430 0 NON-MEDICAL PURCHASED SVC 783957806 444334062 339623744 747901336 326188053 421713283 41982288055 40376231291 1606056764 0 X 33443478 27257346 0 0 0 0 4798624928 5035067105 575000 400000 0 0 1762500 1723750 156847767 174717302 47716154 55832062 6675238673 3403525298 2841142493 3271713375 7831859212 7102819437 0 0 0 0 0 0 621114103 642981335 16333085635 16312511712 4024373185 3502445036 0 0 453480292 448323950 0 0 0 0 0 0 0 0 0 0 10275139287 8784317937 14752992764 12735086923 X 0 0 -300130810 -296837495 1880223681 3874262284 1580092871 3577424789 16333085635 16312511712 X 364198895 -262003934 1895136957 X false true X true true true X 3840322 1053084 17184782 8627449 0 30705637 33172293899 34666682175 37463542757 39934143428 42237748540 187474410799 0 0 0 33176134221 34667735259 37480727539 39942770877 42237748540 187505116436 0 0 0 187505116436 172675047 95552879 39710272 49280675 83016438 440235311 0 172675047 95552879 39710272 49280675 83016438 440235311 3946899 4106851 8053750 5111617 3739757 4429169 5050253 4891955 23222751 33353920885 34767027895 37524866980 40001048704 42329763784 187976628248 0.99749 0.99705 0.00234 0.00280 X false true false true 202436 true 98975 true 4967878 true 2398658 true 296171 true 1922615 9886733 false false SCHEDULE C, PART II-B, LINE 1A THROUGH 1I THE ORGANIZATION 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 COMMUNITYAND 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 TIME AND 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 TO/THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF 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. 663485386 663485386 3698645174 1799089775 1899555399 851546018 668408896 183137122 583864830 485909584 97955246 877697265 450117043 427580222 3271713375 0 RESERVE - PHYSICIAN RETIREMENT 4522008674 RESERVE FOR PPL 760316150 RESERVE FOR AUTO & UNEMPLOY. 254116 RESERVE FOR WORKERS COMP RISKS 93527032 LONG TERM EXTERNAL LIABILITIES 385549 POST RETIREMENT BENEFIT LIAB 1110911275 OTHER CURRENT LIABILITIES 224168564 OTHER CURRENT INSTALLMENTS 47612 OTHER LONG-TERM LIABILITIES 411543710 SECURITIES LENDING PAYABLE 666756751 OTHER RETIREMENT LIABILITIES 987220037 DUE TO AFFILIATED ORGANIZATION 7178467 8784317937 SCHEDULE D, PART X, LINE 2 FIN 48 FOOTNOTE THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER FIN 48. Central America and the Caribbean 1 Program Services PP&L INSURANCE 5877042 Central America and the Caribbean Conduct board meetings 740 Europe (Including Iceland and Greenland) Investments 9461943 1 1 15339725 15339725 true false true false false false PART I, LINE 3, COLUMN F ACCOUNTING METHOD: ACCRUAL true Aloha United Way Inc 200 N Vineyard Blvd Honolulu HI 96817 990073494 501(c)(3) 10000 2013 General Campaign American Cancer Society Inc 250 Williams St NW Atlanta GA 30303 131788491 501(c)(3) 7700 Event/Project Support American Heart Association Inc 4600 Campus Drive Irvine CA 92612 135613797 501(c)(3) 14791 Go Red 4 Women Event Purse Asian Pacific Youth Leadership Project 5904 13th Street Sacramento CA 95822 943167910 501(c)(3) 7850 Event Support\Dinner 23rd Annual Fundraising Dinne Big Sunday 6111 Melrose Ave Los Angeles CA 90038 421765317 501(c)(3) 25000 Project Support Big Sunday Weekend 2013 Bikes Belong Foundation 207 Canyon Blvd202 Boulder CO 80302 204306888 501(c)(3) 5567 Safe Routes to School National Partnership - Fire Brandeis University 415 South St MS 116 Waltham MA 02454 042103552 501(c)(3) 50000 Health Care Children's Institute Inc 2121 W Temple St Los Angeles CA 90005 951641424 501(c)(3) 7500 Other Back to School Supply Fair Giveaway COMMUNITY PARTNERS 1000 N Alameda St 240 Los Angeles CA 90012 954302067 501(c)(3) 585000 KP Thriving Schools Initiative CORO Northern California Inc 601 Montgomery St San Francisco CA 94111 943117758 501(c)(3) 9250 Leadership Luncheon East Bay Community Foundation 200 Frank H Ogawa Pl Oakland CA 94612 946070996 501(c)(3) 45000000 Research Golden State Warriors Community Foundation 1011 Broadway Oakland CA 94607 943253780 501(c)(3) 20000 Splash Brothers Parent-Child Fantasy Basketball Cl GRANTMAKERS IN HEALTH 1100 Connecticut Ave Washington DC 20036 133206571 501(c)(3) 10000 2013 ANNUAL Meeting Hawaii Primary Care Association 735 Bishop St 230 Honolulu HI 96813 990268275 501(c)(3) 40000 Primary Care Integration (PCI) Initiative HI Appleseed Ctr for Law &Economic Justice 119 Merchant St 605 Honolulu HI 96813 760748976 501(c)(3) 43060 Increasing Participation in Federal SNAP and EITC Honolulu Theatre for Youth 1149 Bethel St 700 Honolulu HI 96813 990107563 501(c)(3) 20000 Preschool HEAL Initiative - Peter Rabbit and the G Inland Valley Council of Churches 1753 N Park Ave Pomona CA 91768 952674837 501(c)(3) 5100 Event Support\Luncheon Food for Children and Famil Instituto Laboral De La Raza 2947 16th St San Francisco CA 94103 942890401 501(c)(3) 8300 National Labor Community Awards Kahoomiki 1493 Halekoa Drive Honolulu HI 96821 470890686 501(c)(3) 15000 Hawaii 5210 Keiki Run Series LA Works 570 W Ave 26 400 Los Angeles CA 90065 954329727 501(c)(3) 20000 Event Support\Cultural Event MLK Jr. Day of Servic League of Women Voters of LA Edu Fund 3303 Wilshire Blvd Los Angeles CA 90010 953972988 501(c)(3) 14512 2013 Celebrating Leadership Awards Dinner Northern CA Chapter-US Green Bldg Council 560 Mission St San Francisco CA 94105 141885230 501(c)(3) 8725 Healthy Building Initiative Founding Partner Spons Okizu Foundation 16 Digital Dr 130 Novato CA 94949 680291178 501(c)(3) 8000 Inspiring Hope Gala Padres Contra El Cancer 10220 Riverside Dr Toluca Lake CA 91602 954150330 501(c)(3) 8500 Event Support\Annual Fundraiser 13th Annual El Sue Pasadena Community Foundation 260 S Los Robles Ave Pasadena CA 91101 200253310 501(c)(3) 13000 60th Anniversary Gala PATH - Peoples Advocacy for Trails Hawaii PO Box 62 KailuaKona HI 96745 990248675 501(c)(3) 48000 Mayor's Active Living Advisory council and Bike Ed Project Vision Hawaii PO Box 23212 Honolulu HI 96823 272831637 501(c)(3) 19819 Better Vision for a Better Life: On Oahu expanding Riverside County Physicians Memorial Fdn 3993 Jurupa Ave Riverside CA 92506 956080778 501(c)(3) 10000 Event Support\Annual Fundraiser Riverside County Regional Medical Ctr Fdn 26520 Cactus Ave Moreno Valley CA 92555 330374018 501(c)(3) 9350 Event Support\Dinner Festival of Trees Save Mount Diablo 1901 Olympic Blvd Walnut Creek CA 94596 942681735 501(c)(3) 25000 Hike & Thrive Program School-Based Health Alliance 1010 Vermont Ave Washington DC 20005 541752058 501(c)(3) 1251503 School Health Ctr SMITHSONIAN INSTITUTION 1000 Jefferson Dr SW Washington DC 20560 560206027 501(c)(3) 1000000 Build Museum Sonoma State University 1801 E Cotati Ave Rohnert Park CA 94928 680338225 Government 30480 2013-2014 Green Music Center Opening Gala State of Hawaii Department of Education 46-169 Kamehameha Hy Kaneohe HI 96744 990266482 Government 22000 Playworks Training Susan G Komen Breast Cancer Foundation 3191-A Airport Loop Dr Costa Mesa CA 92626 330487943 501(c)(3) 8500 Event Support\Annual Fundraiser Annual Pink Tie Ba The Coalition for a Tobacco-Free Hawaii 320 Ward Ave 212 Honolulu HI 96814 680637054 501(c)(3) 50522 Launch of Hawaii's Publich Health Institute The Kohala Center Inc PO Box 437462 Kamuela HI 96743 990354676 501(c)(3) 27000 Food Safety Certification for High School Agricult United Seniors of Oakland & Alameda County 7200 Bancroft Ave 251 Oakland CA 94605 943092404 501(c)(3) 6000 10th Annual Healthy Living Festival University of Hawaii Foundation 2444 Dole St Honolulu HI 96822 990085260 501(c)(3) 61388 Hawaii 5210 Schools: Maximizing the Power of Pare Volunteer Center of Greater Orange County 1901 E 4th St Ste 100 Santa Ana CA 92705 952021700 501(c)(3) 13000 General Operating Support Operating Support for HF Waianae Coast Comprehensive Health Center 86-260 Farrington Hwy Waianae HI 96792 990148164 501(c)(3) 46000 Waianae Alliance Diabetes Prevention Collective Im Young Mens Christian Assoc of Metro LA 3820 Santa Rosalia Los Angeles CA 90008 951644052 501(C)(3) 6759 Event Support\Awards Ceremony Happy Healthy New Ye 42 SCHEDULE I, PART I, LINE 2 - PROCEDURES FOR MONITORING GRANTS - Grantees are required to submit a final report that describes progress toward goals, impact or date, as well as a financial accounting for how funds were used. X X X X X true true X X X X X X true true false false false false false true true true Gregory A Adams EVP,GP/Region President - NCAL 662079 0 977090 0 265388 0 209465 0 19997 0 2134019 0 240740 0 Anthony A Barrueta SVP, Government Relations 418917 0 482944 0 20963 0 76554 0 17511 0 1016889 0 0 0 Raymond J Baxter SVP,CB, Research & Hlth Policy 546699 0 937063 0 48955 0 24491 0 27615 0 1584823 0 0 0 Chuck Bevilacqua SVP, Health Plan Svc & Admin 413330 0 389367 0 17013 0 57752 0 19415 0 896877 0 0 0 Christine Cassel Director 189000 0 0 0 0 0 0 0 0 0 189000 0 0 0 Debora Lynn Catsavas VP, Compensation & Benefits 325228 0 350000 0 120273 0 260189 0 20330 0 1076020 0 0 0 Thomas Chapman Director 197476 0 0 0 0 0 17500 0 0 0 214976 0 0 0 Benjamin K Chu EVP, GP/Region President -SCAL 661943 0 971101 0 26718 0 582825 0 21932 0 2264519 0 0 0 Charles E Columbus SVP, Chief HR Officer 498916 0 692644 0 41043 0 242807 0 27054 0 1502464 0 0 0 Thomas A Curtin Jr SVP, Natl Sales & Acct Mgmt 361938 0 366537 0 35063 0 68656 0 23754 0 855948 0 0 0 Richard D Daniels SVP, Enterprise Shared Svcs 509342 0 662346 0 186401 0 137916 0 25967 0 1521972 0 164671 0 Mick Diede SVP, Chief Actuary 373109 0 193027 0 17498 0 49692 0 16880 0 650206 0 0 0 George A Disalvo SVP-CFO,Southern Calif. Region 493727 0 486605 0 39857 0 118714 0 21875 0 1160778 0 0 0 Steven Doshay Senior Counsel 162721 0 56680 0 118867 0 62376 0 15584 0 416228 0 0 0 Karen Maria Emmons VP, Research and Dir, KFRI 63462 0 25000 0 232674 0 13377 0 1789 0 336302 0 0 0 Philip Fasano EVP & CIO 747945 0 1456592 0 42910 0 492751 0 22452 0 2762650 0 0 0 Jerry C Fleming SVP, Health Reform Implement. 196891 0 510651 0 98504 0 -54674 0 19298 0 770670 0 51637 0 Diane E Gage Lofgren SVP,Brand Mgmt &Communications 457359 0 489815 0 40727 0 127623 0 26796 0 1142320 0 0 0 Daniel P Garcia SVP, Chief Compliance Officer 572755 0 802546 0 49177 0 25730 0 30405 0 1480613 0 0 0 Sandra A Golze Assistant Secretary - NCAL 260623 0 155384 0 108859 0 63953 0 18562 0 607381 0 91671 0 Mitchell J Goodstein SVP, Actuarial, U/W & Pricing 430281 0 570896 0 150671 0 29408 0 19826 0 1201082 0 105543 0 William Graber Director 231153 0 0 0 0 0 0 0 0 0 231153 0 0 0 J Eugene Grigsby III Director 206425 0 0 0 0 0 0 0 0 0 206425 0 0 0 Katharine S Guptill SVP, Strategic Mkt Planning 290121 0 194187 0 168763 0 40590 0 23200 0 716861 0 0 0 George C Halvorson Chairman 1302727 0 7147272 0 1599726 0 112605 0 33602 0 10195932 0 0 0 Michael J Huaco VP, Bus Strategy & Real Estate 293931 0 213794 0 32604 0 57447 0 24694 0 622470 0 0 0 Kendall D Hunter SVP, Health Ins Exchange Opns 317466 0 253075 0 57186 0 -30660 0 22703 0 619770 0 37156 0 Judith Johanson Director 231370 0 0 0 0 0 0 0 0 0 231370 0 0 0 Kim Kaiser Director 214808 0 0 0 0 0 0 0 0 0 214808 0 0 0 David A Kvancz VP, Natl Pharmacy Prog & Svcs 316687 0 207282 0 36326 0 86222 0 20804 0 667321 0 0 0 Kathryn Lancaster EVP & CFO 676598 0 1210688 0 309466 0 125720 0 16055 0 2338527 0 266810 0 Janet A Liang Region President - Hawaii 381973 0 324426 0 37639 0 162576 0 23085 0 929699 0 0 0 Donna Lynne EVP, GP/ Region President CO 522385 0 671301 0 43272 0 386467 0 27161 0 1650586 0 0 0 Philip Marineau Director 211230 0 0 0 0 0 0 0 0 0 211230 0 0 0 Michael P Mcander SVP, Finance Operations 543623 0 520187 0 121272 0 84153 0 25272 0 1294507 0 0 0 Thomas R Meier SVP, Corporate Treasurer 325824 0 438610 0 282728 0 14386 0 30363 0 1091911 0 244843 0 Jenny Ming Director 207633 0 0 0 0 0 0 0 0 0 207633 0 0 0 Indrajit Obeysekere Assistant Secretary 232413 0 92900 0 4332 0 1487 0 14988 0 346120 0 0 0 Christopher C Ohman SVP, HP-MSSA-ROC 334441 0 276835 0 36539 0 68988 0 26323 0 743126 0 0 0 Donald H Orndoff SVP, NFS 401454 0 505726 0 22674 0 143813 0 26369 0 1100036 0 0 0 Wade Overgaard SVP, Health Plan Ops - CA 442536 0 400294 0 21285 0 68237 0 25813 0 958165 0 0 0 Cynthia Powers Overmyer SVP, Internal Audit 287137 0 216672 0 156289 0 -15971 0 21234 0 665361 0 0 0 Christine J Paige SVP, Marketing & Internet Svcs 361146 0 280329 0 74256 0 -15498 0 17449 0 717682 0 54281 0 Edward Pei Director 192630 0 0 0 0 0 17500 0 0 0 210130 0 0 0 Jason Phillips VP, Natl Recruitment Svcs 316452 0 222079 0 143559 0 64818 0 44479 0 791387 0 0 0 Margaret Porfido Director 229752 0 0 0 0 0 0 0 0 0 229752 0 0 0 Frank P Richardson Assistant Secretary - Hawaii 186799 0 65274 0 23243 0 22695 0 22413 0 320424 0 0 0 Rochelle M Roth Assistant Secretary 161237 0 38925 0 22251 0 9945 0 16479 0 248837 0 0 0 Michael D Rowe SVP, CFO - NCAL 564314 0 641448 0 176099 0 134794 0 20458 0 1537113 0 0 0 Charles N Sabatino VP, Claims Operations (Legal) 306133 0 223757 0 915925 0 82379 0 49770 0 1577964 0 0 0 Jacqueline Sellers Assistant Secretary 187644 0 55237 0 5538 0 -7251 0 11234 0 252402 0 0 0 James Henry Simpson III SVP, Finance - BU & ROC 333358 0 286756 0 34980 0 46352 0 23239 0 724685 0 0 0 Arthur M Southam EVP, Health Plan Operations 775034 0 1476834 0 357286 0 22139 0 23434 0 2654727 0 311627 0 Deborah Stokes SVP,Corporate Controller & CAO 346256 0 347325 0 71331 0 -22132 0 19691 0 762471 0 50089 0 C Wayne Swafford VP, Natl Facilities Svc - ROC 247491 0 121823 0 48718 0 65657 0 26612 0 510301 0 0 0 Paul M Swenson SVP & Chief Strategy Officer 509801 0 339965 0 38114 0 194549 0 22974 0 1105403 0 0 0 Cynthia Telles Director 208539 17000 0 0 0 0 0 0 0 0 208539 17000 0 0 Bernard J Tyson CEO & President 1094700 0 2373012 0 682308 0 111774 0 28100 0 4289894 0 555429 0 Cesar Villalpando SVP, CAO - NCAL 368236 0 345093 0 35617 0 46794 0 20489 0 816229 0 0 0 Stanley B Watson VP, KFRI 15332 0 101945 0 158088 0 72209 0 917 0 348491 0 143029 0 Herman M Weil SVP, Federal & State Programs 354155 0 422920 0 57855 0 -30580 0 35456 0 839806 0 0 0 Jed Weissberg SVP, Quality & Care Delivery 513468 0 692619 0 25583 0 329746 0 22881 0 1584297 0 0 0 Laura G Weisshar VP,Fin-CB,Research/Hlth Policy 274643 0 179824 0 190548 0 -3907 0 17054 0 658162 0 0 0 Larry Wilson SVP, Financial & Strategic Svc 0 0 111573 0 0 0 4060 0 0 0 115633 0 0 0 John Yamamoto VP, Regional Counsel - SCAL 305944 0 228100 0 64666 0 -9425 0 46938 0 636223 0 46881 0 Carlos Zaragoza Assistant Secretary 258454 0 173555 0 252723 0 -20420 0 23639 0 687951 0 210266 0 Victoria B Zatkin VP,Off of Brd & Corp Gov Svcs 200385 0 91393 0 38378 0 8542 0 4793 0 343491 0 0 0 Mark S Zemelman SVP, Gen Counsel & Secretary 493974 632158 197416 17865 25795 1367208 155249 Schedule J, Part I, Line 1 FIRST CLASS TRAVEL: FIRST CLASS TRAVEL IS PERMISSIBLE AS AN ORDINARY BUSINESS EXPENSE FOR ALL BOARD OF DIRECTORS, CHIEF EXECUTIVE OFFICER, AND OTHER SENIOR MANAGERS AS APPROVED BY THE COMPENSATION COMMITTEE. THE VALUE OF THESE CHARGES ARE NOT INCLUDED IN THE RECIPIENTS COMPENSATION. TRAVEL FOR COMPANIONS: AS APPROVED BY SENIOR MANAGEMENT INFREQUENTLY WHERE BUSINESS REQUIREMENT DICTATES. THE VALUE OF THESE CHARGES ARE NOT INCLUDED IN THE RECIPIENTS COMPENSATION. PERSONAL SERVICES: Car service is approved for senior management in connection with business related travel. CEO's nonbusiness transportation is Board approved and included in compensation. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: LIMITED TO PARTIAL TAX GROSS-UP UNDER RELOCATION POLICY, CEO TRANSPORTATION, AND INFREQUENTLY AS APPROVED BY SENIOR MANAGEMENT. THESE PAYMENTS ARE INCLUDED IN COMPENSATION. HOUSING ALLOWANCE: PROVIDED ON A LIMITED BASIS FOR RELOCATION IN CONFORMITY WITH THE LAW PROVIDED ON AN EXCEPTION BASIS AS COMPENSATION. Schedule J, Part I, Line 3 - METHODS USED TO ESTABLISH CONSIDERATION OF CEO/EXECUTIVE DIRECTOR - Kaiser Foundation Health Plan, Inc. 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. Schedule J, Part I, Line 4A - Severance Payments - Steven Doshay $ 111,786 Charles Sabatino 750,000 Listed persons participated in arrangements entitling them to severance benefits in the event of termination by the organization without cause or due to job elimination. Depending on position level, tenure, and termination reason, severance benefits payable under these arrangements provide for pay and health benefits continuation plus payment of accrued obligations. In addition, for some of the listed persons, severance benefits payable include prorated incentive awards for performance periods not yet ended. None of the listed persons participated in arrangements entitling them to change-of-control payments. Schedule J, Part I, Line 4B - Supplemental NonQualified Retirement Plan Payments - Gregory A Adams $ 240,740 Anthony A Barrueta 702 Richard D Daniels 164,671 Jerry C Fleming 68,919 Sandra A Golze 91,671 Mitchell J Goodstein 108,113 Katharine S Guptill 151,932 George C Halvorson 1,500,000 Kendall D Hunter 38,247 Kathryn Lancaster 267,106 Thomas R Meier 246,161 Wade Overgaard 99 Cynthia Powers Overmyer 118,011 Christine J Paige 55,170 Jason Phillips 115,873 Charles N Sabatino 141,301 Arthur M Southam 314,156 Deborah Stokes 50,089 Bernard J Tyson 555,429 Stanley B Watson 144,744 Laura G Weisshar 153,866 John Yamamoto 47,652 Victoria B Zatkin 2,976 Carlos Zaragoza 210,266 Mark S Zemelman 156,419 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. The plans' organizational performance goals included: quality of care and service, membership growth, operating income, per member expense trend, and community benefit. Plan designs, performance, and payout levels, as well as individual payments to certain persons, were reviewed and approved by the Compensation Committee of the Board of Directors, comprised of independent directors. Schedule J, Part I, Line 8 PAUL M SWENSON Paid in 2013: Sign-On Bonus $150,000 Future Retention payments: January 2015 $150,000 Schedule J, Part II, Column C The actuarial value for some individuals' defined benefit plan declined in 2013, resulting in negative values in column (C) in some instances. Schedule J, Part II Jeffrey Epstein - Board of Directors effective April 1, 2013. DEBORA L CATSAVAS EMPLOYEE EMPLOYEE RELOCATION X 150000 150000 false true true MICHAEL ROWE EMPLOYEE EMPLOYEE RELOCATION X 300000 150000 false true true CESAR VILLALPANDO EMPLOYEE EMPLOYEE RELOCATION X 100000 100000 false true true 400000 STEVEN R ZATKIN SPOUSE OF AN OFFICER 26094 COMPENSATION false Form 990, Part I, Line 19 REVENUE LESS EXPENSE DISCLOSURE CURRENT YEAR REVENUE LESS EXPENSES $ 364,198,895 OTTI (NOTE 1) <141,395,542> GAIN/LOSS ON INVESTMENTS - BOOK 85,577,707 GAIN/LOSS ON INVESTMENTS - TAX < 28,069,390> _________________ UNAUDITED STANDALONE GAAP REVENUE LESS EXPENSES $ 280,311,670 NOTE 1: OTHER THAN TEMPORARY IMPAIRMENT (OTTI) OF INVESTMENT RECOGNIZED FOR FINANCIAL STATEMENT PURPOSES, WHICH WILL BE TAX REPORTED WHEN REALIZED. Form 990, Part V, Line 4b FOREIGN INVESTMENTS Kaiser Foundation Health Plan, Inc. (KFHP, Inc.)'s foreign investments are held in a US third party custodian bank. KFHP, Inc. personnel can not directly access the foreign investments. 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 benefit reporting details are presented to the community benefit committee of the board for review. 3. The complete tax return is reviewed and signed by a Pricewaterhousecoopers LLP tax advisor. 4. The complete tax return is reviewed and signed by an officer or a member of management designated by an officer. 5. A copy of the return is provided to each board member 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 National Compliance Office regularly and consistently monitors compliance with the Conflicts of Interest Policy in 3 key ways: 1. 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. 2. 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 3. Annually, as a component of the external audit, KPMG 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: 1. Represented employees are subject to any corrective/disciplinary action provisions described in specific regional/national collective bargaining agreements and/or organizational policies and practices. 2. Kaiser Permanente informs employees of the National Human Resources Policy No. 14. Corrective/Disciplinary Action Policy during new employee orientation and in annual compliance training. 3. 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 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 which evaluates and approves, prior to payment, all programs and payments to CEO, Executive Director and top management officials (executives). 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 at the median of 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, financial soundness, and the community and social mission of the organization. Form 990, Part VI, Line 18 Forms 990 are Available on GuideStar.org website. Form 990, Part VI, Line 19 Public Inspection Governing documents - are available from the Secretary of State and Department of Managed Health Care and maintained on the state agency website or upon request. Conflict of Interest policy is available on KP website under vendor Principles of Responsibility or upon request. Financial Statements are on file with the state regulatory agency. Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with audit opinion by KPMG. To request copies contact: Vice President - TAX SERVICES Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, Suite 15L Oakland, CA 94612 Form 990, Part VII, Section A, Column B Hours for Related Organization Individuals who are both officers and members of Boards of Directors work full time as employees as well as fulfill their board assignment. All officers work full time in their employee capacity. Full time work may require in excess of the traditional 40 hour week. Given the integrated nature of our organization, employees may provide support for various Kaiser Permanente companies. The average hours per week reported for the filing organization and related organizations was estimated. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Donated Capital (1,962) Change in Pension & retirement Liabilities 1,975,730,867 Capital Transfers - CY 3,295,276 Gain/Loss on Sale of Investments - Tax (28,069,390) Gain/Loss on Sale of Investments - Book 85,577,707 Other Than Temporary Impairment (141,395,541) __________________ Total 1,895,136,957 Form 990, Part III, Line 4a-4d - Exempt purpose achievements - 2013 COMMUNITY BENEFIT SUMMARY REPORT KAISER FOUNDATION HEALTH PLAN, INC. LEGAL AFFILIATION WITH KAISER FOUNDATION HOSPITALS - KAISER FOUNDATION HOSPITALS (KFH) AND KAISER FOUNDATION HEALTH PLAN, INC. (KFHP, INC.) ARE SEPARATE CORPORATIONS GOVERNED BY IDENTICAL BOARDS OF DIRECTORS. KFHP, INC. PROVIDES AND ARRANGES COMPREHENSIVE HEALTH CARE SERVICES FOR MEMBERS ON A PREDOMINANTLY PREPAID BASIS. KAISER FOUNDATION HEALTH PLAN, INC. FULFILLS ITS CONTRACTUAL OBLIGATIONS TO GROUP AND INDIVIDUAL MEMBERS BY CONTRACTING WITH KFH AND PERMANENTE MEDICAL GROUP PHYSICIANS TO PROVIDE THE REQUIRED HEALTH CARE SERVICES TO ITS MEMBERS THROUGH MARKET LEADING PERFORMANCE IN QUALITY AND SERVICE. KAISER FOUNDATION HEALTH PLAN, INC. PRIMARILY CONDUCTS ITS OPERATIONS IN THE STATES OF CALIFORNIA AND HAWAII. ADDITIONALLY, KFHP, INC. OWNS FOUR PRINCIPAL OPERATING TAX-EXEMPT SUBSIDIARY HEALTH PLANS - KAISER FOUNDATION HEALTH PLAN OF COLORADO; KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.; KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.; AND KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST. KAISER FOUNDATION HEALTH PLAN, INC.'S COMMITMENT TO THE COMMUNITY - MEMBERSHIP IN KFHP, INC. AND ITS HEALTH PLAN SUBSIDIARIES IS AVAILABLE WITHOUT REGARD TO AGE, SEX, RACE, RELIGION, OR NATIONAL ORIGIN, OR TO THE INDIVIDUAL'S ABILITY TO PAY. HEALTH PLAN MEMBERS ARE BROADLY REPRESENTATIVE OF THE COMMUNITIES SERVED. ONCE ENROLLED, A MEMBER MAY MAINTAIN MEMBERSHIP REGARDLESS OF HEALTH OR EMPLOYMENT STATUS. - AS A NONPROFIT ORGANIZATION, KAISER FOUNDATION HEALTH PLAN, INC. IS COMMITTED TO IMPROVING THE HEALTH OF COMMUNITIES BEYOND ITS ENROLLED MEMBERSHIP. ANNUAL DIRECT COMMUNITY BENEFIT INVESTMENTS (DCBI) ARE A FUNDAMENTAL EMBODIMENT OF THE ORGANIZATION'S ONGOING COMMITMENT TO IMPROVE GENERAL WELLBEING WITHIN THE BROADER COMMUNITY. THESE INVESTMENTS RESULT IN INTENTIONAL, PLANNED, BUDGETED, MEASURABLE, AND ACCOUNTABLE BENEFITS INTENDED TO ADDRESS MANY OF THE HEALTH CHALLENGES FACED AT THE INDIVIDUAL, LOCAL, STATE, AND NATIONAL LEVELS. - IN 2007, KFHP, INC. 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. THE FOLLOWING ARE DETAILS OF COMMUNITY BENEFIT ACTIVITIES PROVIDED BY KAISER FOUNDATION HEALTH PLAN, INC. IN 2013, KAISER FOUNDATION HEALTH PLAN, INC. SERVED OVER 7.3 MILLION MEMBERS AND EXPENDED $753 MILLION (AT COST, NET OF $587 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 IN 2013, KAISER FOUNDATION HEALTH PLAN, INC. EXPENDED APPROXIMATELY $687 MILLION (AT COST, NET OF $587 MILLION OF RELATED REVENUES) TO ADDRESS THE FINANCING AND DELIVERY OF HEALTH CARE FOR POPULATIONS VULNERABLE DUE TO SOCIO-ECONOMIC STATUS, ILLNESS, ETHNICITY, AGE, OR OTHER FACTORS. PROGRAM BENEFICIARIES (UNDER- AND UNINSURED) RECEIVED FREE OR DISCOUNTED CARE IN A KAISER PERMANENTE FACILITY OR BY A PERMANENTE PROVIDER. A.1 CHARITABLE CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE PROGRAMS) KFHP, INC. PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE POPULATIONS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. IN 2013, KFHP, INC. SPENT APPROXIMATELY $222 MILLION (AT COST, NET OF $26 MILLION OF RELATED REVENUES) ON UNDER- AND UNINSURED PATIENTS. A.1.1 MEDICAL FINANCIAL ASSISTANCE (MFA) PROGRAM KFHP, INC.'S MEDICAL FINANCIAL ASSISTANCE (MFA) 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 OR FROM A KAISER PERMANENTE PROVIDER. ELIGIBILITY IS BASED UPON PRESCRIBED LEVELS OF INCOME AND EXPENSES. IN CALIFORNIA, THE MFA PROGRAM'S ELIGIBILITY CRITERIA ALLOWS PATIENTS FALLING BELOW 350% OF THE FEDERAL POVERTY GUIDELINES (FPG) TO RECEIVE FULL WRITE OFF OF MEDICAL CHARGES. UNINSURED PATIENTS WHO DO NOT QUALIFY FOR MFA BUT MAKE LESS THAN 400% OF FPG WILL RECEIVE UP TO A 70% DISCOUNT ON CHARGES. CONTRACTED COLLECTION AGENCY PRACTICES ARE ALIGNED WITH THE ORGANIZATION'S SOCIAL VALUES AND PROPOSED IRS SECTION 501(R). ADDITIONALLY, ANY PATIENT EXPERIENCING FINANCIAL HARDSHIP DUE TO UNREASONABLE MEDICAL EXPENSES RELATIVE TO THEIR INCOME MAY QUALIFY FOR THE PROGRAM UNDER "SPECIAL CIRCUMSTANCES". IN 2013, THE PROGRAM ASSISTED ALMOST 153,000 QUALIFYING APPLICANTS IN CALIFORNIA. IN HAWAII, THE PROGRAM IS OPEN TO MEMBERS AND NONMEMBERS WHO CANNOT PAY FOR MEDICALLY NECESSARY SERVICES, HAVE EXHAUSTED PRIVATE AND PUBLIC SOURCES OF SUPPORT, AND MEET ELIGIBILITY REQUIREMENTS. IN 2013, THE MFA PROGRAM IN HAWAII ASSISTED MORE THAN 3,400 QUALIFYING APPLICANTS. A.1.2 CHARITABLE HEALTH COVERAGE PROGRAM CHARITABLE HEALTH COVERAGE (CHC) IS A UNIQUE APPROACH TO CARING FOR LOW-INCOME UNINSURED PERSONS IN THE COMMUNITY. ELIGIBLE PARTICIPANTS RECEIVE A REGULAR KAISER PERMANENTE MEMBERSHIP CARD AND ACCESS TO THE FULL RANGE OF SERVICES AND PROVIDERS - A MUCH BETTER ALTERNATIVE TO POTENTIALLY COSTLY EMERGENCY ROOM VISITS OR HOSPITALIZATION. THIS ALLOWS KFHP, INC. TO INVEST IN THE LONGER TERM HEALTH OF PATIENTS AND THE COMMUNITY. SINCE INCEPTION IN THE EARLY 1980S, CHC PROGRAMS HAVE MADE A REAL DIFFERENCE IN THE LIVES OF LOW INCOME PEOPLE WHO MIGHT OTHERWISE HAVE NO OTHER SOURCE OF CARE. THE FOLLOWING IS THE CHC PROGRAM OFFERED TO OVER 77,000 MEMBERS WITHIN THE STATE OF CALIFORNIA: - KAISER PERMANENTE CHILD HEALTH PLAN (KPCHP) - THE CHILD HEALTH PLAN PROVIDES MEDICAL AND DENTAL COVERAGE TO ELIGIBLE CHILDREN (BIRTH THROUGH AGE 18) IN CALIFORNIA FAMILIES WITH INCOME UP TO 300% OF THE FEDERAL POVERTY GUIDELINES WHO DO NOT HAVE ACCESS TO OTHER HEALTH INSURANCE. THE CHILD HEALTH PLAN IS A MANAGED CARE INSURANCE PLAN FILED WITH THE STATE TO PROVIDE COMPREHENSIVE BENEFITS INCLUDING PREVENTIVE CARE, INPATIENT AND OUTPATIENT SERVICES, PRESCRIPTION DRUGS, AND VISION AND DENTAL CARE. PREMIUMS ARE $8 OR $15 PER CHILD PER MONTH, DEPENDING ON FAMILY INCOME, FOR A MAXIMUM OF THREE CHILDREN (ADDITIONAL CHILDREN ARE COVERED FREE OF CHARGE). LOW CO-PAYMENTS APPLY TO SOME SERVICES. THE FOLLOWING DESCRIBES THE CHC PROGRAM OFFERED WITHIN THE STATE OF HAWAII: - TRANSITIONS PROGRAM (FORMERLY THE BRIDGE PROGRAM) - WITH THE IMPLEMENTATION OF HEALTH CARE REFORM AND AFFORDABLE CARE ACT REQUIREMENTS, THE BRIDGE PROGRAM FORMERLY OFFERED TO RESIDENTS OF THE STATE OF HAWAII HAS BEEN PHASED OUT. A NEW PARTNERSHIP WITH WAIKIKI HEALTH HAS BEEN FORMED TO PROVIDE COMPREHENSIVE ORAL HEALTH AND SUPPORT SERVICES TO THE HOMELESS, UNINSURED, AND UNDERINSURED LOW-INCOME POPULATION ON OAHU UNDER A RECENTLY COMPLETED COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THIS UNIQUE PROGRAM HAS BEEN DEVELOPED AS AN ALTERNATE APPROACH TO THE PREMIUM DUES FORMERLY SUBSIDIZED UNDER THE BRIDGE PROGRAM AS A COMPONENT OF KFHP, INC.'S CHARITABLE COVERAGE EFFORTS IN HAWAII. A.2 PARTICIPATION IN MEDICAID AND OTHER GOVERNMENT-SPONSORED PROGRAMS KAISER FOUNDATION HEALTH PLAN, INC. PROVIDED COVERAGE AND SERVICES VALUED AT $464 MILLION (AT COST, NET OF $561 MILLION OF RELATED REVENUES) FOR MEMBERS AND NON-MEMEMBERS IN GOVERNMENT-SPONSORED PROGRAMS. CALIFORNIA KAISER PERMANENTE MEDI-CAL MANAGED CARE, MEDI-CAL FEE-FOR-SERVICE, HEALTHY FAMILIES, AND HEALTHY SAN FRANCISCO ARE SPECIFIC GOVERNMENT-SPONSORED HEALTH CARE COVERAGE PROGRAMS IN CALIFORNIA. OVER 480,000 PEOPLE RECEIVED CARE UNDER THESE PROGRAMS DURING 2013. - MEDICAID/MEDI-CAL - IMPROVING ACCESS TO CARE FOR VULNERABLE POPULATIONS IS FUNDAMENTAL TO KAISER FOUNDATION HEALTH PLAN, INC.'S SOCIAL MISSION TO IMPROVE THE HEALTH OF THE COMMUNITIES SERVED, AND CONSISTENT WITH THE OBLIGATIONS OF A TAX EXEMPT ORGANIZATION. KFHP, INC.'S MEMBERSHIP UNDER THIS PROGRAM INCLUDED APPROXIMATELY 377,000 MEDI-CAL (MEDICAID) MANAGED CARE MEMBERS B - Community Health Initiatives KAISER FOUNDATION HEALTH PLAN, INC. DESIGNS, DELIVERS, AND SUSTAINS LONG-TERM PROGRAMS THAT ENGAGE COMMUNITIES IN WORK TO IMPROVE CONDITIONS IN THEIR NEIGHBORHOODS, WORKPLACES, AND SCHOOLS. THE COMMUNITY HEALTH INITIATIVES (CHI) STREAM OF WORK STARTED WITH A FOCUS ON NUTRITION AND PHYSICAL ACTIVITY. THE FOCUS HAS SINCE EXPANDED TO ADDRESS COMMUNITY ECONOMIC DEVELOPMENT, ENVIRONMENTAL SUSTAINABILITY, AND NEIGHBORHOOD SAFETY - ADDITIONAL FACTORS THAT ARE KEYS TO PROMOTING HEALTH COMMUNITIES. KFHP, INC. SPONSORED OVER $942 THOUSAND IN CHARITABLE CONTRIBUTIONS SUPPORTING TOTAL COMMUNITY HEALTH INITIATIVES IN 2013. B.1 HEALTHY EATING ACTIVE LIVING (HEAL) PROGRAMS THE HEAL INITIATIVE COMBATS OBESITY BY PROMOTING PLACE-BASED HEALTHY EATING AND ACTIVE LIVING PROGRAMS AND INTERVENTIONS IN THE COMMUNITY. THE INITIATIVE SUPPORTS COMMUNITY HEALTH INITIATIVES AND COALITIONS EFFECTING MEDICAL, ENVIRONMENTAL, AND SOCIAL COMMUNITY-LEVEL CHANGES SUCH AS EMPOWERING RESIDENTS TO EAT HEALTHY FOODS, CHANGING PHYSICAL AND SOCIAL ENVIRONMENTS TO PROMOTE PHYSICAL ACTIVITY, AND SUPPORTING POLICY CHANGES TO REDUCE RACIAL AND ETHNIC HEALTH DISPARITIES, PARTICULARLY THOSE RELATED TO POOR NUTRITION AND INACTIVITY. KFHP, INC. IN HAWAII BEGAN ITS FIRST FRESH DAY FARMERS' MARKET AT THE HONOLULU CLINIC IN JUNE 2004. SINCE THEN, THREE OTHER MARKETS HAVE BEEN OPENED. MARKETS ARE OPEN TO THE COMMUNITY, MEMBERS, AND STAFF, AND ARE UNIQUE FROM OTHER FARMERS' MARKETS ON THE ISLAND IN PROVIDING HEALTH PROMOTION AND EDUCATION INFORMATION AT EACH SITE. RESOLUTION CD-13-1 WAS PASSED BY THE CITY AND COUNTY OF HONOLULU IN 2013 TO AUTHORIZE THE USE OF ELECTRONIC BENEFITS TRANSFERS (EBT) IN CITY-RUN FARMERS' MARKETS. EBT IS AN ELECTRONIC SYSTEM THAT AUTOMATES DELIVERY, REDEMPTION, AND RECONCILIATION OF PUBLIC ASSISTANCE BENEFITS. KFHP, INC. OF HAWAII ESTABLISHED THE FIRST EBT-BASED CITY FARMERS' MARKET TO DEMONSTRATE THE "HOW TO". B.2 CHILD PASSENGER SAFETY PROGRAM THE KEIKI PASSENGER SAFETY (KPS) PROGRAM OFFERED AT KFHP, INC.'S WAIPIO AND MAPUNAPUNA CLINICS PROVIDES FREE MONTHLY CAR SEAT CHECKS. ALTHOUGH PASSENGER RESTRAINTS SAVE LIVES, AT LEAST 80% OF CHILD PASSENGER RESTRAINTS ARE NOT USED PROPERLY. STAFF WHO ARE TRAINED AND CERTIFIED AS CAR SEAT TECHNICIANS BY SAFE KIDS AND THE NATIONAL HIGHWAY TRAFFIC SAFETY ADMINISTRATION PROVIDE EDUCATION ON THE PROPER USE OF CAR SEATS, BOOSTER SEATS, AND SEAT BELTS FOR CHILDREN FROM INFANCY TO ADULTHOOD. B.3 GRANTS AND DONATIONS EXAMPLES OF GRANTS AWARDED IN 2013 INCLUDE THE FOLLOWING: - IN 2013, KAISER FOUNDATION HEALTH PLAN, INC. AWARDED A CHARITABLE CONTRIBUTION IN THE AMOUNT OF $650,000 TO COMMUNITY PARTNERS. THIS ORGANIZATION SUPPORTS THE THRIVING SCHOOLS INITIATIVE IN ITS EFFORT TO PROMOTE NUTRITION AND HEALTH PROGRAMS THROUGH SMALL GRANTS TO SCHOOLS NATIONWIDE. THESE SMALL GRANTS (RANGING IN SIZE FROM $500 TO $5,000) ARE INTENDED TO BUILD SCHOOL STAFF CAPACITY THROUGH TRAINING, AND PERMIT PURCHASES OF NECESSARY EQUIPMENT TO IMPROVE NUTRITION AND PHYSICAL ACTIVITY AT INDIVIDUAL SCHOOLS. THE THRIVING SCHOOLS INITIATIVE AIMS TO USE SHORT-TERM GRANTMAKING AS A MEANS TO JUMPSTART A CULTURE OF HEALTHY EATING AND PHYSICAL ACTIVITY AT SCHOOLS INTERESTED IN FUNDING AND NURTURING THESE KINDS OF PROGRAMS. - KFHP, INC. IN HAWAII AWARDED A GRANT TO AND COLLABORATION WITH THE APPLESEED CENTER FOR LAW & ECONOMIC JUSTICE TO MAXIMIZE PARTICIPATION BY ELIGIBLE STATE RESIDENTS IN THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) AND THE EARNED INCOME TAX CREDIT. RESIDENTS OF HAWAII MISS OUT ON OVER $237 MILLION IN UNCLAIMED FEDERAL SNAP BENEFITS AND $60 MILLION IN EARNED INCOME TAX CREDITS EVERY YEAR, RANKING HAWAII 46TH AMONG STATES NATIONWIDE. C - SAFETY NET PARTNERSHIPS IN 2013, KAISER FOUNDATION HEALTH PLAN, INC. EXPENDED APPROXIMATELY $1.4 MILLION TO SUPPORT SAFETY NET PARTNERSHIPS. THE FOLLOWING ARE EXAMPLES OF GRANTS AWARDED IN ACCORDANCE WITH THE OBJECTIVES OF THE SAFETY NET PARTNERSHIPS STREAM OF WORK DURING 2013: - THE NATIONAL ASSEMBLY ON SCHOOL-BASED HEALTH CARE (NASBHC) WAS AWARDED $2.75 MILLION OVER THREE YEARS ($1.25 MILLION IN 2013) TO STRENGTHEN SCHOOL-BASED HEALTH CENTERS' (SBHC) ABILITY TO SUPPORT BEHAVIOR CHANGES THROUGH CLINICAL SERVICES, EDUCATION, AND COUNSELING. NASBHC INTENDS TO PARTNER WITH KFHP, INC. ON ITS TOTAL HEALTH INITIATIVE UNDER THE HEALTHY SCHOOLS COMPONENT. TO FURTHER THE GOALS OF THE HEALTHY SCHOOLS PROGRAM, NASBHC PLANS TO WORK IN A SELECT GROUP OF STATES WITH TARGETED SBHCS TO SUPPORT HEALTHY EATING AND ACTIVE LIVING IN ADDITION TO OTHER ASPECTS OF SOCIAL AND EMOTIONAL HEALTH BY 1) STRENGTHENING THE SBHCS' ABILITIES TO SUPPORT HEALTH BEHAVIOR CHANGES THROUGH CLINICAL SERVICES, EDUCATION, AND COUNSELING; AND 2) ADVANCING THE SBHCS' ROLE AS CATALYSTS FOR RELATED POLICY AND ENVIRONMENTAL CHANGES. - KFHP, INC. AWARDED A GRANT TO WAIANAE COAST COMPREHENSIVE HEALTH CENTER, A FEDERALLY QUALIFIED HEALTH CENTER (FQHC), TO SUPPORT AN EFFORT TO OPTIMIZE THE QUALITY OF HEALTH CARE SERVICES RELATED TO CHILDHOOD OBESITY. THIS IS THE FIRST PEDIATRIC PROJECT IN HAWAII TO INVOLVE AN INTER-AGENCY COLLABORATION BETWEEN THREE COMMUNITY HEALTH CENTERS (KO'OLAULOA COMMUNITY HEALTH AND WELLNESS CENTER, WAIANAE COAST COMPREHENSIVE HEALTH CENTER, AND WAIMANALO HEALTH CENTER). - KFHP, INC. OF HAWAII SUPPORTED MAUI COLLEGE TO PROMOTE ORAL HEALTH FOR CHILDREN. OVER 4,000 CHILDREN AND THEIR FAMILIES WERE POSITIVELY IMPACTED BY THE DISTRIBUTION OF DENTAL KITS, IN-HOME VISITS, AND COLLABORATION WITH PEDIATRIC PROVIDERS. KFHP, INC. RECEIVED RECOGNITION FOR ITS EFFORTS UNDER THIS PROJECT FROM ALAN ARAKAWA, THE MAYOR OF MAUI. - KFHP, INC. PROVIDED GRANT SUPPORT TO PROJECT VISION, AN ORGANIZATION WHICH PROVIDES MOBILE VISION SCREENING SERVICES FOR THE UNDERINSURED AND UNINSURED ON OAHU AND THE BIG ISLAND. BENEFITS ALSO INCLUDED FREE EYEGLASSES AND VISION CARE TO CHILDREN, LOW INCOME, VULNERABLE, AND HOMELESS POPULATIONS. D - DEVELOPING AND DISSEMINATING KNOWLEDGE KAISER FOUNDATION HEALTH PLAN, INC. SPENT ALMOST $47 MILLION IN 2013 TO SUPPORT GRANTS AND DONATIONS TO BENEFIT A NUMBER OF OTHER NONPROFIT ORGANIZATIONS. IN ADDITION, APPROXIMATELY $4.7 MILLION WAS DIRECTED TO PROGRAMS AND SERVICES FOR THE DEVELOPMENT AND DISSEMINATION OF KNOWLEDGE. D.1 GRANTS AND DONATIONS DURING 2013, THE GREATEST SHARE OF THE TOTAL INVESTMENT UNDER THE KNOWLEDGE DISSEMINATION STREAM OF WORK CONSISTED OF A SINGLE CONTRIBUTION OF $45 MILLION TO THE EAST BAY COMMUNITY FOUNDATION FOR THE PROGRAM OFFICES FUND FOR RESEARCH. THESE FUNDS WILL BE AWARDED TO SELECTED RESEARCH ORGANIZATIONS IN FUTURE YEARS TO SUPPORT ACTIVITIES RELATED TO 1) THE RESEARCH AND EVALUATION OF CARE EFFECTIVENESS INCORPORATING DATA COLLECTION, STUDY, AND DISSEMINATION OF THE IMPACT OF RACIAL AND ETHNIC DISPARITIES; 2) THE DEVELOPMENT OF A GENETIC EPIDEMIOLOGY DATABASE; AND 3) THE EVALUATION OF COMMUNITY BENEFIT PROGRAMS. D.2. MEDICAL RESEARCH PROGRAMS FOR KAISER FOUNDATION HEALTH PLAN, INC., RESEARCH IS AN ESSENTIAL PART OF WHAT IT MEANS TO BE AN EVIDENCE-BASED 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 9 MILLION MEMBERS. THROUGH STUDIES FUNDED AT A VARIETY OF REGIONAL RESEARCH CENTERS, RESEARCHERS ADDRESS CRITICAL ISSUES LIKE CANCER, CARDIOVASCULAR CONDITIONS, DIABETES, AND IMPROVEMENTS IN HEALTH CARE. KFHP, INC. SPENT $3.4 MILLION ON MEDICAL RESEARCH PROJECTS IN 2013. THE FOLLOWING EXEMPLIFY THE TYPES OF KEY RESEARCH PROJECTS SPONSORED BY KFHP, INC. IN 2013: - CANCER: GENOME-WIDE ASSOCIATION STUDY OF MAMMOGRAPHIC DENSITY. - CARDIOVASCULAR CONDITIONS: RACIAL DISPARITIES IN ISCHEMIC STROKE AND ATHEROSCLEROTIC RISK FACTORS IN THE YOUNG. - DIABETES: PRE-VISIT PRIORITIZATION FOR COMPLEX PRIMARY CARE PATIENTS WITH DIABETES. - HEALTH CARE DELIVERY: EVALUATING ENHANCED MODELS OF CARE FOR TREATING COMPLEX PATIENTS ON MEDICAID. D.3 PUBLIC POLICY THE MISSION OF THE INSTITUTE FOR HEALTH POLICY (IHP) IS TO ADVANCE THE UNDERSTANDING OF KEY HEALTH POLICY ISSUES AND TO SUPPORT, IN COLLABORATION WITH OTHERS, HEALTH POLICY THAT WILL IMPROVE HEALTH AND THE MANNER IN WHICH HEALTH CARE AND FINANCING SYSTEMS SERVE THE MEMBERS OF OUR COMMUNITIES. KFHP, INC. CONTRIBUTED APPROXIMATELY $2.0 MILLION IN 2013 ON A VARIETY OF SUBJECTS AND INTERESTS INCLUDING THE FOLLOWING: - ENGAGING CONSUMERS IN THE DESIGN AND USE OF PATIENT REGISTRIES - UNDERSTANDING PHYSICIAN AND PATIENT ATTITUDES TOWARD THE CARE PROCESS - MAKING BETTER USE OF DATA TO SUPPORT CARE AND POPULATION HEALTH IMPROVEMENT - NAVIGATING HEALTH INSURANCE EXCHANGES - SUPPORTING HEALTHY BEHAVIOR CHANGE - USING ELECTRONIC HEALTH RECORDS TO IMPROVE CARE DELIVERY D.4 EDUCATIONAL THEATRE PROGRAMS (ETP) KAISER FOUNDATION HEALTH PLAN, INC. SPENT $858 THOUSAND TO PROVIDE MORE THAN 338,000 CHILDREN AND ADULTS IN NORTHERN CALIFORNIA AND HAWAII THE OPPORTUNITY TO VIEW OR PARTICIPATE IN ONE KP CAL LLC ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 202712661 HEALTH CARE CA 157934761 4049174 NA ORDWAY INTERNATIONAL LTD ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 HOLDING CO. 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MANAGEMENT INC r 119112 PER AGREEMENT KAISER HEALTH PLAN ASSET MANAGEMENT INC s 7777696 PER AGREEMENT OAK TREE ASSURANCE LTD l 109375 PER AGREEMENT OAK TREE ASSURANCE LTD p 1003466 PER AGREEMENT OAK TREE ASSURANCE LTD q 823960 PER AGREEMENT OAK TREE ASSURANCE LTD r 1273523 PER AGREEMENT OAK TREE ASSURANCE LTD s 1273523 PER AGREEMENT Schedule R, Part II In 2013, Kaiser Foundation Health Plan, Inc. and HealthSpan Partners, an unrelated not-for-profit Ohio-based health system, entered into a definitive agreement to transfer the sole corporate membership of Kaiser Foundation Health Plan of Ohio to HealthSpan Partners. On October 1, 2013, the member substitution transaction was completed.