KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC (EIN 52-0954463)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201423169349303342
- Schema version
- 2013v3.1
- 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 | 2014-11-12T13:22:56-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | MID-ATLANTIC STATES INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VP - TAX SERVICES | InCareOfNm |
| Business Name Control | KAIS | BusinessNameControlTxt |
| Phone | 5102716611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA 15L | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH STOKES | PersonNm |
| Person Title | SVP, CC & CAO | PersonTitleTxt |
| Phone | 5102716385 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W FRIZ | PreparerPersonNm |
| PTIN | P00438748 | PTIN |
| Phone | 5102716385 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,697,627,645 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | 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 | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 6754 | TotalEmployeeCnt |
| Total Volunteers | 697 | TotalVolunteersCnt |
| Total Gross UBI | $140,467 | TotalGrossUBIAmt |
| PY Contributions Grants | $344,247 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,290 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,388,129,639 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,508,202,069 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,947,254 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,370,136 | CYInvestmentIncomeAmt |
| PY Other Revenue | $831,446 | PYOtherRevenueAmt |
| CY Other Revenue | $159,136 | CYOtherRevenueAmt |
| PY Total Revenue | $2,396,252,586 | PYTotalRevenueAmt |
| CY Total Revenue | $2,511,753,631 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,926,096 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,004,612 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $566,568,795 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $605,887,498 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,848,484,469 | PYOtherExpensesAmt |
| CY Other Expenses | $1,916,589,345 | CYOtherExpensesAmt |
| PY Total Expenses | $2,416,979,360 | PYTotalExpensesAmt |
| CY Total Expenses | $2,525,481,455 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$20,726,774 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$13,727,824 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,184,225,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,201,017,659 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,298,675,195 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,221,895,918 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$114,449,807 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$20,878,259 | 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 | $2,275,611,193 | ExpenseAmt |
| Grant | $96,243 | GrantAmt |
| Revenue | $2,504,878,519 | RevenueAmt |
| Desc | member health care services and medical training for care improvement Kaiser Foundation Health Plan of the Mid-Atlantic States (KFHP of 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 | $48,091,881 | ExpenseAmt |
| Revenue | $2,815,302 | RevenueAmt |
| Desc | Charitable Care (Medical Financial Assistance and Charitable Health Coverage) Kaiser Foundation Health Plan of the Mid-Atlantic States (KFHP) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP 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 13,200 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 6,800 individuals were receiving comprehensive health care through this program at the end of 2013. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,416,926 | ExpenseAmt |
| Revenue | $508,248 | RevenueAmt |
| Desc | Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan of the Mid-Atlantic States (KFHP) is committed to improving medical care for beneficiaries of Medicaid and other government sponsored programs, not only for KFHP members, but also within the communities we serve. At the end of 2013, more than 2,500 individuals were receiving benefits under KFHP's Medicaid managed care programs in Maryland and Virginia. In addition, KFHP provided health care on a fee-for-service basis for Medicaid beneficiaries who were not enrolled as KFHP members. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,604,984 | ExpenseAmt |
| Grant | $2,908,369 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE COMMUNITY BENEFIT SUMMARY RPT IN SCH O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $13,604,984 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,908,369 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,357,724,984 | 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 | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | 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 | 3783 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6754 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | 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 | VP - TAX SERVICES | PersonNm |
| Phone | 5102716385 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA 15L | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Christine Cassel | ||||||||||
| Director | 2.0 | 12.0 | Yes (X) | $0 | $189,000 | $0 | ||||
| Thomas Chapman | ||||||||||
| Director | 2.5 | 11.5 | Yes (X) | $0 | $197,476 | $17,500 | ||||
| Jeffrey Epstein | ||||||||||
| Director | 0.5 | 4.5 | Yes (X) | $0 | $124,090 | $0 | ||||
| Daniel P Garcia | ||||||||||
| SVP, Chief Compliance Officer | 2.0 | 48.0 | Yes (X) | $0 | $1,424,478 | $56,135 | ||||
| William Graber | ||||||||||
| Director | 0.5 | 7.0 | Yes (X) | $0 | $231,153 | $0 | ||||
| J Eugene Grigsby III | ||||||||||
| Director | 1.0 | 7.5 | Yes (X) | $0 | $206,425 | $0 | ||||
| George C Halvorson | ||||||||||
| Chairman | 5.0 | 45.0 | Yes (X) | $0 | $10,049,725 | $146,207 | Yes (X) | |||
| Judith Johanson | ||||||||||
| Director | 0.5 | 6.8 | Yes (X) | $0 | $231,370 | $0 | ||||
| Kim Kaiser | ||||||||||
| Director | 0.5 | 8.0 | Yes (X) | $0 | $214,808 | $0 | ||||
| Philip Marineau | ||||||||||
| Director | 0.58 | 6.44 | Yes (X) | $0 | $211,230 | $0 | ||||
| Jenny Ming | ||||||||||
| Director | 0.3 | 4.8 | Yes (X) | $0 | $207,633 | $0 | ||||
| Edward Pei | ||||||||||
| Director | 0.5 | 7.25 | Yes (X) | $0 | $192,630 | $17,500 | ||||
| Margaret Porfido | ||||||||||
| Director | 0.5 | 6.6 | Yes (X) | $0 | $229,752 | $0 | ||||
| Cynthia Telles | ||||||||||
| Director | 0.5 | 6.0 | Yes (X) | $0 | $225,539 | $0 | ||||
| Bernard J Tyson | ||||||||||
| CEO & President | 5.0 | 45.0 | Yes (X) | $0 | $4,150,020 | $139,874 | Yes (X) | |||
| Gregory A Adams | ||||||||||
| EVP, Group President | 6.0 | 44.0 | $0 | $1,904,557 | $229,462 | Yes (X) | ||||
| Kimberly K Horn | ||||||||||
| Region President - MAS | 50.0 | 0.0 | $0 | $1,151,289 | $398,037 | Yes (X) | ||||
| Kathryn Lancaster | ||||||||||
| EVP & CFO | 4.0 | 46.0 | $0 | $2,196,752 | $141,775 | Yes (X) | ||||
| Thomas R Meier | ||||||||||
| SVP, Corporate Treasurer | 3.0 | 47.0 | $0 | $1,047,162 | $44,749 | Yes (X) | ||||
| Donald H Orndoff | ||||||||||
| SVP, NFS | 5.0 | 45.0 | $0 | $929,854 | $170,182 | Yes (X) | ||||
| Rochelle M Roth | ||||||||||
| Assistant Secretary | 5.0 | 45.0 | $0 | $222,413 | $26,424 | Yes (X) | ||||
| Jacqueline Sellers | ||||||||||
| Sr.Counsel/Assistant Secretary | 1.0 | 49.0 | $0 | $248,419 | $3,983 | Yes (X) | ||||
| Arthur M Southam | ||||||||||
| EVP, Health Plan Operations | 4.0 | 46.0 | $0 | $2,609,154 | $45,573 | Yes (X) | ||||
| Susan Spurlark | ||||||||||
| VP, Regional Counsel - MAS | 50.0 | 0.0 | $0 | $370,796 | $75,231 | Yes (X) | ||||
| Deborah Stokes | ||||||||||
| SVP,Corporate Controller & CAO | 4.0 | 46.0 | $0 | $764,912 | -$2,441 | Yes (X) | ||||
| Victoria B Zatkin | ||||||||||
| VP, Off of Brd & Corp Gov Svcs | 4.0 | 46.0 | $0 | $330,156 | $13,335 | Yes (X) | ||||
| Mark S Zemelman | ||||||||||
| SVP, Gen Counsel & Secretary | 2.0 | 48.0 | $0 | $1,323,548 | $43,660 | Yes (X) | ||||
| Russell K Bradley | ||||||||||
| VP, HP Services & Admin | 30.0 | 20.0 | $0 | $305,366 | $80,440 | Yes (X) | ||||
| Ruben J Burnett | ||||||||||
| VP, Nat'l Consultant Relations | 30.0 | 20.0 | $0 | $414,459 | $79,686 | Yes (X) | ||||
| Linda M Collins | ||||||||||
| COO - MAS | 30.0 | 20.0 | $0 | $472,023 | $81,380 | Yes (X) | ||||
| DeAnne Petersen | ||||||||||
| VP, CFO - MAS | 50.0 | 0.0 | $0 | $392,765 | $59,208 | Yes (X) | ||||
| Mark Ruszczyk | ||||||||||
| VP, MSBD - MAS | 30.0 | 20.0 | $0 | $226,543 | $35,095 | Yes (X) | ||||
| Karen Elizabeth Blair | ||||||||||
| VP, PR, Comm & Brand Mgmt | 30.0 | 20.0 | $0 | $284,535 | $84,419 | Yes (X) | ||||
| George F Buchness Jr | ||||||||||
| VP, Strategic Business DEVPMT | 30.0 | 20.0 | $0 | $265,762 | $47,048 | Yes (X) | ||||
| Jeffrey A Goldman | ||||||||||
| VP,Strategic Plan & Perf - MAS | 30.0 | 20.0 | $0 | $353,246 | $39,290 | Yes (X) | ||||
| Mary Elizabeth Jaeger | ||||||||||
| VP, HR - MAS | 30.0 | 20.0 | $0 | $357,485 | $65,507 | Yes (X) | ||||
| Kay W Lewis | ||||||||||
| VP, UM, Risk Mgmt & Quality | 30.0 | 20.0 | $0 | $372,025 | $42,501 | Yes (X) | ||||
| Marilyn Kawamura | ||||||||||
| Region President - MAS | 0.0 | 0.0 | $0 | $414,555 | $16,875 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $35,043,105 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,198,635 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1037 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MID-ATLANTIC PERMANENTE MEDICAL GRO | |||||
| 2101 EAST JEFFERSON STREET | ROCKVILLE | MD | 20852 | PHYSICIAN SERVICES | $488,723,954 |
| HOLY CROSS HOSPITAL | |||||
| 9805 DAMERON DRIVE | SILVER SPRING | MD | 20902 | HOSPITAL SERVICES | $57,984,965 |
| VIRGINIA HOSPITAL CENTER | |||||
| PO BOX 1494 | MERRIFIELD | MD | 22116 | HOSPITAL SERVICES | $56,827,080 |
| WASHINGTON HOSPITAL CENTER | |||||
| PO BOX 631290 | BALTIMORE | MD | 21263 | HOSPITAL SERVICES | $55,894,172 |
| CHILDREN'S HOSPITAL | |||||
| PO BOX 37215 | BALTIMORE | MD | 21297 | HOSPITAL SERVICES | $39,518,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 291 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $22,290 | AllOtherContributionsAmt |
| Total Contributions | $22,290 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MBR HLTH CARE PREM | 621400 | $2,056,130,993 | $2,056,130,993 | |
| SUPPL CHARGE/PHARM | 621400 | $107,487,789 | $107,381,218 | $106,571 |
| NON-PLAN & IND REV | 621400 | $1,486,724 | $1,486,724 | |
| OTHER PRGM SERVICE | 621400 | $24,803,241 | $24,769,345 | $33,896 |
| MEDICARE/MEDICAID | 621400 | $318,293,322 | $318,293,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,508,202,069 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,233,408 | TotalRevenueColumnAmt |
| Exclusion | $3,233,408 | 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 | $159,136 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $159,136 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $159,136 | TotalRevenueColumnAmt |
| Exclusion | $159,136 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $185,577,703 | SecuritiesAmt |
| Other | $433,039 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $184,725,802 | SecuritiesAmt |
| Other | $1,148,212 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $851,901 | SecuritiesAmt |
| Other | -$715,173 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,728 | TotalRevenueColumnAmt |
| Exclusion | $136,728 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,511,753,631 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,508,061,602 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $140,467 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,529,272 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,004,612 | TotalAmt |
| Program Services | $3,004,612 | 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 | $416,943,631 | TotalAmt |
| Program Services | $377,731,214 | ProgramServicesAmt |
| Management And General | $39,212,417 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,834,146 | TotalAmt |
| Program Services | $74,834,146 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,656,917 | TotalAmt |
| Program Services | $87,412,721 | ProgramServicesAmt |
| Management And General | $244,196 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,452,804 | TotalAmt |
| Program Services | $12,657,025 | ProgramServicesAmt |
| Management And General | $13,795,779 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,137,729 | TotalAmt |
| Management And General | $1,137,729 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,303,234 | TotalAmt |
| Management And General | $1,303,234 | 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 | $171,712 | TotalAmt |
| Management And General | $171,712 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,458,794 | TotalAmt |
| Program Services | $552,862 | ProgramServicesAmt |
| Management And General | $9,905,932 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,199,425 | TotalAmt |
| Program Services | $8,517,308 | ProgramServicesAmt |
| Management And General | $682,117 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,283,692 | TotalAmt |
| Program Services | $116,714,096 | ProgramServicesAmt |
| Management And General | $26,569,596 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,821,144 | TotalAmt |
| Program Services | $43,821,144 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,669,044 | TotalAmt |
| Program Services | $1,894,594 | ProgramServicesAmt |
| Management And General | $774,450 | 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 | $1,310,618 | TotalAmt |
| Management And General | $1,310,618 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,241,409 | TotalAmt |
| Program Services | $10,241,409 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,733,875 | TotalAmt |
| Program Services | $69,733,875 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,484,374 | TotalAmt |
| Program Services | $23,449,849 | ProgramServicesAmt |
| Management And General | $34,525 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACTUAL PAYMENTS | $782,330,902 | $782,330,902 | |
| PURCHASED MEDICAL SERVICES | $249,202,558 | $249,202,558 | |
| SUPPLIES | $338,059,618 | $311,035,575 | $27,024,043 |
| INTER-REGIONAL CHARGES | $98,068,525 | $88,850,818 | $9,217,707 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,112,692 | TotalAmt |
| Program Services | $95,740,276 | ProgramServicesAmt |
| Management And General | $36,372,416 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,525,481,455 | TotalAmt |
| Program Services | $2,357,724,984 | ProgramServicesAmt |
| Management And General | $167,756,471 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
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 | $8,391,431 | BOYAmt |
| EOY | $7,741,713 | 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 | $101,127,836 | BOYAmt |
| EOY | $118,200,294 | 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 | $25,010,224 | BOYAmt |
| EOY | $28,564,152 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,539,876 | BOYAmt |
| EOY | $4,956,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,258,250,376 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $462,237,513 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,198,329 | BOYAmt |
| EOY | $796,012,863 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,946,152 | BOYAmt |
| EOY | $242,251,370 | 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 | $3,011,540 | BOYAmt |
| EOY | $3,290,525 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,184,225,388 | BOYAmt |
| EOY | $1,201,017,659 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,820,670 | BOYAmt |
| EOY | $178,462,284 | 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 | $12,711,369 | BOYAmt |
| EOY | $4,423,563 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,888,484 | BOYAmt |
| EOY | $12,863,090 | 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 | $1,026,254,672 | BOYAmt |
| EOY | $1,026,146,981 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,298,675,195 | BOYAmt |
| EOY | $1,221,895,918 | 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 | -$122,751,569 | BOYAmt |
| EOY | -$29,180,021 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$114,449,807 | BOYAmt |
| EOY | -$20,878,259 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,184,225,388 | BOYAmt |
| EOY | $1,201,017,659 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$13,727,824 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,241,842 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $108,541,214 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $344,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,290 | CurrentTaxYearAmt |
| Total | $383,812 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,072,423,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,167,352,747 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,272,514,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,388,129,639 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,508,061,602 | CurrentTaxYearAmt |
| Total | $11,408,481,822 | 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 | $2,072,424,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,167,352,747 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,272,530,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,388,473,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,508,083,892 | CurrentTaxYearAmt |
| Total | $11,408,865,634 | 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 | $11,408,865,634 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,960,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,014,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,430,418 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,743,020 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,392,544 | CurrentTaxYearAmt |
| Total | $41,541,427 | 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 | $13,960,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,014,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,430,418 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,743,020 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,392,544 | CurrentTaxYearAmt |
| Total | $41,541,427 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,086,385,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,178,367,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,278,961,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,395,216,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,511,476,436 | CurrentTaxYearAmt |
| Total | $11,450,407,061 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99637 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99501 | PublicSupportPY509Pct |
| Investment Income CY | 0.00363 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00500 | 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 | $454,157 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (true) | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $269,889 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $744,046 | 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 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. | 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 | $788,751,064 | OtherCostOrOtherBasisAmt |
| Depreciation | $251,540,666 | DepreciationAmt |
| Book Value | $537,210,398 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $144,521,412 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,486,602 | DepreciationAmt |
| Book Value | $75,034,810 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,079,390 | OtherCostOrOtherBasisAmt |
| Depreciation | $134,696,027 | DepreciationAmt |
| Book Value | $85,383,363 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,398,360 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,514,218 | DepreciationAmt |
| Book Value | $28,884,142 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $796,012,863 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ENTITIES | $384,732,357 |
| SELF-INSURED RISKS | $133,636,878 |
| MEDICARE COST REPORT RESERVE | $24,645,404 |
| PENSION & POST-RETIREMENT BENEFITS | $276,607,947 |
| SUBORDINATED DEBT | $133,000,000 |
| OTHER LONG-TERM LIABILITIES | $37,493,674 |
| OTHER CURRENT LIABILITIES | $36,030,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,026,146,981 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,504,956,211 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,241,842 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$4,210,326 | OtherRevenueAmt |
| Revenue Not Reported | -$5,452,168 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,510,408,379 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,345,252 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,345,252 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,511,753,631 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,411,384,663 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$108,880,633 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$108,880,633 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,520,265,296 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $171,712 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,044,447 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,216,159 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,525,481,455 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART XI | RECONCILIATION OF REVENUE PER AUDITED FIN. STMT. WITH REVENUE PER RETURN LINE 2D: Gain on sale of investments - book $ 1,005,833 Bad Debt Reclass <5,044,447> INVESTMENT MANAGEMENT RECLASS <171,712> TOTAL <4,210,326> LINE 4B: Gain on sale of investments - tax $ 851,901 Fixed assets loss - reclass <879,777> OTTI (See Note 1) 1,373,128 TOTAL $ 1,345,252 Note 1: other than temporary impairment (OTTI) of investment recognized for financial statement purposes, which will be tax reported when realized. |
| SCHEDULE D, PART XII | RECONCILIATION OF EXPENSES PER AUDITED FIN. STMT. WITH EXPENSES PER RETURN LINE 2D: FIXED ASSET LOSS - RECLASS $ 879,777 CHANGE IN PENSION & OTHER COMPREHENSIVE INCOME <109,760,410> Total <108,880,633> LINE 4B: BAD DEBT EXPENSES - RECLASS $ 5,044,447 |
| SCHEDULE D, PART X, Line 2 | FIN 48 FOOTNOTE THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER FIN 48. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (57 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| American Heart Association Inc | ||||||||
| 415 North Charles St | Baltimore | MD | 21201 | 135613797 | 501(c)(3) | $24,640 | Event Support | |
| Alexandria Neighborhood Health Svcs | ||||||||
| 2445 Army Navy Dr | Arlington | VA | 22206 | 541849891 | 501(c)(3) | $20,000 | Medical assistance | |
| American University | ||||||||
| 4400 Massachusetts | Washington | DC | 20016 | 530196549 | 501(c)(3) | $84,121 | School Health Eval | NW Gray Hall |
| Arlington Free Clinic | ||||||||
| 2921 S 11th St | Arlington | VA | 22204 | 541671883 | 501(c)(3) | $50,000 | Tech Assistance | |
| Associated Black Charities | ||||||||
| 1114 Cathedral St | Baltimore | MD | 21201 | 521427774 | 501(c)(3) | $7,500 | Event support | |
| Baltimore Community Foundation Inc | ||||||||
| 2 East Read Street | Baltimore | MD | 21202 | 237180620 | 501(c)(3) | $86,750 | Gen Op Support | |
| Baltimore Office of Promotion and Arts | ||||||||
| 7 East Redwood St | Baltimore | MD | 21202 | 900091850 | 501(c)(3) | $15,000 | General Op support | |
| Campaign To End Obesity | ||||||||
| 805 15th Street NW | Washington | DC | 20005 | 260389759 | 501(c)(3) | $25,000 | Event Support table | |
| Catoctin Foundation Inc | ||||||||
| 224A Cornwall St NW | Leesburg | VA | 20176 | 541921059 | 501(c)(3) | $55,000 | Implemet med safety Collaborative | |
| Civic Works Inc | ||||||||
| 2701 St Lo Drive | Baltimore | MD | 21213 | 521925614 | 501(c)(3) | $27,970 | General Op Support | |
| College of Southern Maryland Foundation | ||||||||
| PO Box 910 | La Plata | MD | 20646 | 237279944 | 501(c)(3) | $89,575 | Gen Op Support | |
| CommonHealth ACTION | ||||||||
| 1301 Connecticut Av | Washington | DC | 20036 | 830398572 | 501(c)(3) | $362,483 | Technical assistance | |
| Community Clinic Inc | ||||||||
| 8630 Fenton Street | Silver Spring | MD | 20910 | 520988386 | 501(c)(3) | $115,000 | General Op Support | |
| Community College of Baltimore County | ||||||||
| 7200 Sollers Point Rd | Dundalk | MD | 21222 | 203246676 | 501(c)(3) | $82,961 | Nursing | |
| Community Foundation National Cap Reg | ||||||||
| 1201 15th Street NW | Washington | DC | 20005 | 237343119 | 501(c)(3) | $140,000 | Project Support | |
| Crossroads Community Food Network Inc | ||||||||
| 6930 Carroll Ave | Takoma Park | MD | 20912 | 364635237 | 501(c)(3) | $50,000 | General Op Support | Suite 404 |
| DC SCORES | ||||||||
| 1224 M StNW200 | Washington | DC | 20005 | 522230721 | 501(c)(3) | $50,000 | General Op Support | |
| District Columbia Primary Care Assoc | ||||||||
| 1411 K Street NW | Washington | DC | 20005 | 521999196 | 501(c)(3) | $51,500 | General Op Support | |
| Food Research & Action Center Inc | ||||||||
| 2002 Clipper Pk Rd | Baltimore | MD | 21211 | 237200739 | 501(c)(3) | $50,000 | Event Support | |
| Future Harvest Inc | ||||||||
| 1114 Shawan Rd1 | Cockeysville | MD | 21030 | 522132982 | 501(c)(3) | $59,842 | General Op Support | |
| Generation Hope | ||||||||
| 1201 15th Street NW | Washington | DC | 20005 | 273554088 | 501(c)(3) | $19,650 | Event Support | |
| Girls on the Run of Montgomery County | ||||||||
| 12320 Parklawn Dr | Rockville | MD | 20852 | 205531978 | 501(c)(3) | $8,000 | Event Support | |
| Greater Baden Medical Services Inc | ||||||||
| 7450 Albert Rd 3rd Fl | Brandywine | MD | 20613 | 520961414 | 501(c)(3) | $64,300 | General Op Support | |
| Holy Cross Hospital Foundation Inc | ||||||||
| 11801 Tech Road | Silver Spring | MD | 20904 | 208428450 | 501(c)(3) | $25,000 | Event Support Nation's Capital | |
| Holy Cross Hospital of Silver Spring Inc | ||||||||
| 1500 Forest Glen Rd | Silver Spring | MD | 20910 | 520738041 | 501(c)(3) | $90,000 | General Op Support | |
| Howard Community Edu Foundation | ||||||||
| 10901 Little Patuxent Pk | Columbia | MD | 21044 | 521272329 | 501(c)(3) | $95,000 | Event Support | |
| John Hopkins Medicine | ||||||||
| 401 North Broadway Ste 1100 | Baltimore | MD | 21287 | 520595110 | 501(c)(3) | $10,200 | Med Reseach Support | |
| Joint Center For Pol and Eco Studies | ||||||||
| 805 15th St 2nd Fl | Washington | DC | 20005 | 521069070 | 501(c)(3) | $10,000 | Conference Support | |
| Knock Out Abuse | ||||||||
| 1303 Ballantrae Farm | McLean | VA | 22101 | 541907723 | 501(c)(3) | $12,000 | Event Support | |
| La Clinica del Pueblo | ||||||||
| 2831 15th St NW | Washington | DC | 20009 | 521942551 | 501(c)(3) | $9,500 | Event Support | |
| Living Classrooms Foundation | ||||||||
| 802 S Caroline St | Baltimore | MD | 21231 | 521369524 | 501(c)(3) | $53,900 | Health & Wellness | |
| Maryland Community Health Resources | ||||||||
| 45 Calvert St336 | Annapolis | MD | 21401 | 526002033 | Government | $50,000 | Technical Assistance Gala | |
| Maryland Food Bank Inc | ||||||||
| 2200 Halethorpe Farm | Baltimore | MD | 21227 | 521135690 | 501(c)(3) | $40,000 | General Op Support | |
| Meals on Wheels of Central Maryland Inc | ||||||||
| 515 South Haven St | Baltimore | MD | 21224 | 526074723 | 501(c)(3) | $9,650 | Event Support | |
| Med Education Corp with Cuba | ||||||||
| 1814 Franklin St | Oakland | CA | 94612 | 311603765 | 501(c)(3) | $10,000 | Conference Support | |
| Medical Care Children Partnership Fdn | ||||||||
| 1616 Anderson Rd | McLean | VA | 22102 | 261756738 | 501(c)(3) | $13,570 | Event Support Career Success Program graduates | |
| Montgomery County Public Schools Edu | ||||||||
| 850 Hungerford Dr | Rockville | MD | 20850 | 521804509 | 501(c)(3) | $10,000 | Conference Support | |
| National Assoc of Black Journalists | ||||||||
| 1100 Knight Hall | College Park | MD | 20742 | 521266959 | 501(c)(3) | $10,000 | Event Support | |
| NOVA Scripts Central Inc | ||||||||
| 6400 Arlington Blvd | Falls Church | VA | 22042 | 651275162 | 501(c)(3) | $75,000 | Implemet med safety | |
| Playworks Education Energized | ||||||||
| 600 Pennsylvania Ave | Washington | DC | 20003 | 943251867 | 501(c)(3) | $65,000 | General Op support | |
| Safe Routes School National Partnership | ||||||||
| 207 Canyon Blvd 202 | Boulder | CO | 80302 | 204306888 | 501(c)(3) | $175,000 | Project Support | |
| SMYAL | ||||||||
| 410 7th Street SE | Washington | DC | 20003 | 521394900 | 501(c)(3) | $15,000 | Community Outreach | |
| St Agnes Hospital Foundation Inc | ||||||||
| 900 Caton Ave 123 | Baltimore | MD | 21229 | 521415083 | 501(c)(3) | $6,750 | Event support Sciences Students | |
| Summit Health Institute for Research | ||||||||
| 1629 K Street NW | Washington | DC | 20006 | 521936403 | 501(c)(3) | $50,000 | Building on Success | |
| The Executive Leadership Foundation | ||||||||
| 1001 N Fairfax St | Alexandria | VA | 22314 | 521631358 | 501(c)(3) | $32,000 | Event Support patients | |
| The Montgomery County Family Justice Ctr | ||||||||
| PO Box 10692 | Rockville | MD | 20849 | 943444962 | 501(c)(3) | $9,250 | Fundraiser | |
| The Skillsource Group Inc | ||||||||
| 8300 Boone Blvd | Vienna | VA | 22182 | 300129320 | 501(c)(3) | $13,230 | Project Support | |
| The Washington Redskins Charitable Fdn | ||||||||
| 21300 Redskin Park Dr | Ashburn | VA | 20147 | 541982366 | 501(c)(3) | $93,576 | Health and Golf Event | |
| US Soccer Federation Foundation | ||||||||
| 1211 Connecticut Ave | Washington | DC | 20036 | 363976313 | 501(c)(3) | $60,000 | Gen Op Support | |
| University of Maryland College Park Fdn | ||||||||
| 2242 SPH Bldg 255 | College Park | MD | 20742 | 522197313 | 501(c)(3) | $89,500 | General Op Support | |
| University System of Maryland Found | ||||||||
| 3300 Metzerott Rd | Adelphi | MD | 20783 | 521125663 | 501(c)(3) | $90,000 | Therapy Equipment | |
| Virginia Center for Health Innovation | ||||||||
| 919 East Main St | Richmond | VA | 23219 | 800796077 | 501(c)(3) | $25,000 | Event Support | |
| Virginia Health Care Foundation | ||||||||
| 707 East Main St | Richmond | VA | 23219 | 541639924 | 501(c)(3) | $50,000 | Event Support | |
| Virginia Hospital Center Foundation | ||||||||
| 1701 NGeorge Mason | Arlington | VA | 22205 | 204129901 | 501(c)(3) | $9,400 | Event Support | |
| Washington Ctr For Interns and Seminars | ||||||||
| 1333 16th Street NW | Washington | DC | 20036 | 521019820 | 501(c)(3) | $10,000 | Event Support | |
| Washington Regional Assoc of Grantmakers | ||||||||
| 1400 16th St NW | Washington | DC | 20036 | 521756853 | 501(c)(3) | $28,000 | Project Support | |
| Washington Tennis & Education Foundation | ||||||||
| 16th Kennedy St NW | Washington | DC | 20011 | 526046504 | 501(c)(3) | $50,000 | General Op Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 57 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANTS 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 | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (37 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 A Adams | ||||||||||||||
| EVP, Group President | $0 | $662,079 | $0 | $977,090 | $0 | $265,388 | $0 | $209,465 | $0 | $19,997 | $0 | $2,134,019 | $0 | $240,740 |
| Karen Elizabeth Blair | ||||||||||||||
| VP, PR, Comm & Brand Mgmt | $0 | $192,044 | $0 | $58,729 | $0 | $33,762 | $0 | $61,175 | $0 | $23,244 | $0 | $368,954 | $0 | $0 |
| Russell K Bradley | ||||||||||||||
| VP, HP Services & Admin | $0 | $176,784 | $0 | $95,104 | $0 | $33,478 | $0 | $57,930 | $0 | $22,510 | $0 | $385,806 | $0 | $0 |
| George F Buchness Jr | ||||||||||||||
| VP, Strategic Business DEVPMT | $0 | $210,233 | $0 | $48,450 | $0 | $7,079 | $0 | $28,524 | $0 | $18,524 | $0 | $312,810 | $0 | $0 |
| Ruben J Burnett | ||||||||||||||
| VP, Nat'l Consultant Relations | $0 | $239,406 | $0 | $155,105 | $0 | $19,948 | $0 | $62,412 | $0 | $17,274 | $0 | $494,145 | $0 | $0 |
| Christine Cassel | ||||||||||||||
| Director | $0 | $189,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $189,000 | $0 | $0 |
| Thomas Chapman | ||||||||||||||
| Director | $0 | $197,476 | $0 | $0 | $0 | $0 | $0 | $17,500 | $0 | $0 | $0 | $214,976 | $0 | $0 |
| Linda M Collins | ||||||||||||||
| COO - MAS | $0 | $285,966 | $0 | $115,534 | $0 | $70,523 | $0 | $63,797 | $0 | $17,583 | $0 | $553,403 | $0 | $0 |
| Daniel P Garcia | ||||||||||||||
| SVP, Chief Compliance Officer | $0 | $572,755 | $0 | $802,546 | $0 | $49,177 | $0 | $25,730 | $0 | $30,405 | $0 | $1,480,613 | $0 | $0 |
| Jeffrey A Goldman | ||||||||||||||
| VP,Strategic Plan & Perf - MAS | $0 | $144,857 | $0 | $50,844 | $0 | $157,545 | $0 | $30,398 | $0 | $8,892 | $0 | $392,536 | $0 | $0 |
| William Graber | ||||||||||||||
| Director | $0 | $231,153 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $231,153 | $0 | $0 |
| J Eugene Grigsby III | ||||||||||||||
| Director | $0 | $206,425 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $206,425 | $0 | $0 |
| George C Halvorson | ||||||||||||||
| Chairman | $0 | $1,302,727 | $0 | $7,147,272 | $0 | $1,599,726 | $0 | $112,605 | $0 | $33,602 | $0 | $10,195,932 | $0 | $0 |
| Kimberly K Horn | ||||||||||||||
| Region President - MAS | $0 | $498,055 | $0 | $375,000 | $0 | $278,234 | $0 | $379,817 | $0 | $18,220 | $0 | $1,549,326 | $0 | $0 |
| Mary Elizabeth Jaeger | ||||||||||||||
| VP, HR - MAS | $0 | $201,171 | $0 | $78,478 | $0 | $77,836 | $0 | $45,969 | $0 | $19,538 | $0 | $422,992 | $0 | $59,549 |
| Judith Johanson | ||||||||||||||
| Director | $0 | $231,370 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $231,370 | $0 | $0 |
| Kim Kaiser | ||||||||||||||
| Director | $0 | $214,808 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $214,808 | $0 | $0 |
| Marilyn Kawamura | ||||||||||||||
| Region President - MAS | $0 | $0 | $0 | $405,942 | $0 | $8,613 | $0 | $16,875 | $0 | $0 | $0 | $431,430 | $0 | $0 |
| Kathryn Lancaster | ||||||||||||||
| EVP & CFO | $0 | $676,598 | $0 | $1,210,688 | $0 | $309,466 | $0 | $125,720 | $0 | $16,055 | $0 | $2,338,527 | $0 | $266,810 |
| Kay W Lewis | ||||||||||||||
| VP, UM, Risk Mgmt & Quality | $0 | $212,200 | $0 | $83,329 | $0 | $76,496 | $0 | $20,089 | $0 | $22,412 | $0 | $414,526 | $0 | $0 |
| Philip Marineau | ||||||||||||||
| Director | $0 | $211,230 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $211,230 | $0 | $0 |
| Thomas R Meier | ||||||||||||||
| SVP, Corporate Treasurer | $0 | $325,824 | $0 | $438,610 | $0 | $282,728 | $0 | $14,386 | $0 | $30,363 | $0 | $1,091,911 | $0 | $244,843 |
| Jenny Ming | ||||||||||||||
| Director | $0 | $207,633 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $207,633 | $0 | $0 |
| Donald H Orndoff | ||||||||||||||
| SVP, NFS | $0 | $401,454 | $0 | $505,726 | $0 | $22,674 | $0 | $143,813 | $0 | $26,369 | $0 | $1,100,036 | $0 | $0 |
| Edward Pei | ||||||||||||||
| Director | $0 | $192,630 | $0 | $0 | $0 | $0 | $0 | $17,500 | $0 | $0 | $0 | $210,130 | $0 | $0 |
| DeAnne Petersen | ||||||||||||||
| VP, CFO - MAS | $0 | $234,979 | $0 | $141,981 | $0 | $15,805 | $0 | $40,396 | $0 | $18,812 | $0 | $451,973 | $0 | $0 |
| Margaret Porfido | ||||||||||||||
| Director | $0 | $229,752 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $229,752 | $0 | $0 |
| Rochelle M Roth | ||||||||||||||
| Assistant Secretary | $0 | $161,237 | $0 | $38,925 | $0 | $22,251 | $0 | $9,945 | $0 | $16,479 | $0 | $248,837 | $0 | $0 |
| Mark Ruszczyk | ||||||||||||||
| VP, MSBD - MAS | $0 | $139,545 | $0 | $30,000 | $0 | $56,998 | $0 | $14,603 | $0 | $20,492 | $0 | $261,638 | $0 | $0 |
| Jacqueline Sellers | ||||||||||||||
| Sr.Counsel/Assistant Secretary | $0 | $187,644 | $0 | $55,237 | $0 | $5,538 | $0 | -$7,251 | $0 | $11,234 | $0 | $252,402 | $0 | $0 |
| Arthur M Southam | ||||||||||||||
| EVP, Health Plan Operations | $0 | $775,034 | $0 | $1,476,834 | $0 | $357,286 | $0 | $22,139 | $0 | $23,434 | $0 | $2,654,727 | $0 | $311,627 |
| Susan Spurlark | ||||||||||||||
| VP, Regional Counsel - MAS | $0 | $233,468 | $0 | $117,396 | $0 | $19,932 | $0 | $57,718 | $0 | $17,513 | $0 | $446,027 | $0 | $0 |
| Deborah Stokes | ||||||||||||||
| SVP,Corporate Controller & CAO | $0 | $346,256 | $0 | $347,325 | $0 | $71,331 | $0 | -$22,132 | $0 | $19,691 | $0 | $762,471 | $0 | $50,089 |
| Cynthia Telles | ||||||||||||||
| Director | $0 | $225,539 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $225,539 | $0 | $0 |
| Bernard J Tyson | ||||||||||||||
| CEO & President | $0 | $1,094,700 | $0 | $2,373,012 | $0 | $682,308 | $0 | $111,774 | $0 | $28,100 | $0 | $4,289,894 | $0 | $555,429 |
| Victoria B Zatkin | ||||||||||||||
| VP, Off of Brd & Corp Gov Svcs | $0 | $200,385 | $0 | $91,393 | $0 | $38,378 | $0 | $8,542 | $0 | $4,793 | $0 | $343,491 | $0 | $0 |
| Mark S Zemelman | ||||||||||||||
| SVP, Gen Counsel & Secretary | $0 | $493,974 | $0 | $632,158 | $0 | $197,416 | $0 | $17,865 | $0 | $25,795 | $0 | $1,367,208 | $0 | $155,249 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | - METHODS USED TO ESTABLISH CONSIDERATION OF CEO/EXECUTIVE DIRECTOR - Kaiser Foundation Health Plan of the Mid-Atlantic States relied on Kaiser Foundation Health Plan, Inc. 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. |
| SCHEDULE J, PART I, LINE 4a | - Severance Payment - Jeffrey A. Goldman $ 91,764 Listed persons participated in arrangements entitling them to severance benefits in the event of termination by the organization without cause or due to job elimination. Depending on position level, tenure, and termination reason, severance benefits payable under these arrangements provide for pay and health benefits continuation plus payment of accrued obligations. In addition, for some of the listed persons, severance benefits payable include prorated incentive awards for performance periods not yet ended. None of the listed persons participated in arrangements entitling them to change-of-control payments. |
| SCHEDULE J, PART I, LINE 4b | - Supplemental Nonqualified Retirement Plan Payment - gregory adams $ 240,740 Jeffrey Goldman 33,049 George Halvorson 1,500,000 Mary Elizabeth Jaeger 59,549 Marilyn Kawamura 3,119 Kathryn Lancaster 267,106 Kay Lewis 56,689 Thomas Meier 246,161 arthur southam 314,156 Deborah Stokes 50,089 bernard tyson 555,429 Victoria B Zatkin 2,976 Mark 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. |
| SCHEDULE J, PART I, LINE 8 | Kimberly K Horn - Paid in 2013: Sign-On Bonus $375,000 Retention Pay $200,000 - Future Retention payments: October 2014 $250,000 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| form 990, PART I, LINE 7B | Net Unrelated Business Taxable Income from Form 990-T, Line 34 TOTAL UBI (FORM 990-T, LINE 30) $ 13,844 NET OPERATING LOSS (NOL) APPLIED (13,844) UBTI WITH NOL (FORM 990-T, LINE 34) NONE |
| Form 990, PART III, LINE 4A-4D | 2013 COMMUNITY BENEFIT SUMMARY REPORT KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. 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 PHYSICIANS TO PROVIDE THE REQUIRED HEALTH CARE SERVICES. 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 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 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 DIRECT COMMUNITY BENEFIT INVESTMENTS (DCBI) ARE A FUNDAMENTAL EMBODIMENT OF THE ORGANIZATIONS' 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, 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. THE FOLLOWING ARE DETAILS OF COMMUNITY BENEFIT ACTIVITIES PROVIDED BY KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. IN 2013, MID-ATLANTIC HEALTH PLAN SERVED OVER 486,000 MEMBERS AND EXPENDED $78.8 MILLION (AT COST, NET OF $3.3 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, MID-ATLANTIC HEALTH PLAN EXPENDED $65.2 MILLION (AT COST, NET OF $3.3 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. 1. CHARITABLE CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE PROGRAMS) IN THE MID-ATLANTIC STATES OF MARYLAND AND VIRGINIA AND THE DISTRICT OF COLUMBIA, KFHP-MAS PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE POPULATIONS THROUGH THE MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE PROGRAMS. IN 2013, MID-ATLANTIC HEALTH PLAN SPENT APPROXIMATELY $45.3 MILLION (AT COST, NET OF $2.8 MILLION OF RELATED REVENUES) ON UNDER- AND UNINSURED PATIENTS. 1a. MEDICAL FINANCIAL ASSISTANCE PROGRAM MID-ATLANTIC HEALTH PLAN'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 A FACILITY OPERATED BY KAISER PERMANENTE OR FROM A KAISER PERMANENTE PROVIDER. ELIGIBILITY IS BASED UPON PRESCRIBED LEVELS OF INCOME AND EXPENSES. IN 2013, APPROXIMATELY 13,200 QUALIFIED APPLICANTS BENEFITED FROM THIS PROGRAM, RECEIVING FULL OR PARTIAL FOREGIVENESS FOR NEARLY 123,800 OUTPATIENT VISITS AND 56,500 PRESCRIPTIONS. THIS CHARITY CARE PROGRAM ALSO PROVIDES DISCOUNTED CHARGES FOR UNINSURED PATIENTS BELOW 400% OF FEDERAL POVERTY GUIDELINES AND CONTRACTED COLLECTION AGENCY PRACTICES ALIGNED WITH MID-ATLANTIC HEALTH PLAN'S SOCIAL VALUES AND PROPOSED IRS SECTION 501(R). 1b. CHARITABLE HEALTH COVERAGE 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 A POTENTIALLY COSTLY EMERGENCY ROOM VISIT OR HOSPITALIZATION. THIS ALLOWS MID-ATLANTIC HEALTH PLAN 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 PERSONS WHO MIGHT OTHERWISE HAVE NO OTHER SOURCE OF CARE. THE FOLLOWING DESCRIBES TWO CHC PROGRAMS IN THE MID-ATLANTIC REGION. MORE THAN 6,800 MEMBERS WERE RECEIVING COMPREHENSIVE CARE THROUGH THESE PROGRAMS AT THE END OF 2013. APPROXIMATELY $35.3 MILLION (AT COST, NET OF $2.8 MILLION OF RELATED REVENUES) WAS SPENT ON THESE PROGRAMS DURING THE YEAR. - BRIDGE PROGRAM - THIS PROGRAM ALLOWS LOW-INCOME INDIVIDUALS AT LESS THAN 300% OF FEDERAL POVERTY GUIDELINES WHO ARE FACING FINANCIAL DIFFICULTIES TO APPLY FOR SUBSIDIZED COVERAGE. IN ORDER TO QUALIFY FOR BRIDGE COVERAGE, INDIVIDUALS MUST NOT BE ELIGIBLE FOR ANY OTHER PUBLIC OR PRIVATE HEALTH CARE COVERAGE. - MEDICAL CARE FOR CHILDREN PARTNERSHIP PROGRAM - MID-ATLANTIC HEALTH PLAN PARTICIPATES AS A PEDIATRIC PRIMARY CARE PROVIDER WITHIN OUR FACILITIES FOR THE FIVE COMMUNITY PARTNERSHIPS WHO ADMINISTER THIS PROGRAM FOR ELIGIBLE CHILDREN IN MARYLAND AND VIRGINIA. THE PROGRAMS ARE ADMINISTERED THROUGH LOCAL GOVERNMENTAL AGENCIES AND NON-PROFIT ORGANIZATIONS. ELIGIBILITY IS RESTRICTED TO THOSE CHILDREN UNDER 300% OF FEDERAL POVERTY GUIDELINES WHO ARE NOT ELIGIBLE FOR ANY OTHER PUBLIC OR PRIVATE HEALTHCARE. 2. PARTICIPATION IN MEDICAID AND OTHER GOVERNMENT-SPONSORED PROGRAMS IN 2013, MID-ATLANTIC HEALTH PLAN CONTRIBUTED $19.9 MILLION (AT COST, NET OF $508 THOUSAND OF RELATED REVENUES) TO SUPPORT THE PROVISION OF MEDICAL CARE SERVICES TO INDIVIDUALS IN THE FOLLOWING GOVERNMENT-SPONSORED PROGRAMS: 2a. THE MARYLAND MEDICAL ASSISTANCE PROGRAM PROVIDES RESOURCES THAT SUPPORT HEALTHCARE TO VULNERABLE POPULATIONS BY INCREASING THE NUMBER OF PROVIDERS WILLING TO SERVE MEDICAID PATIENTS. 2b. MEDICAID - KAISER PERMANENTE SERVED APPROXIMATELY 1,500 NON-MEMBER MEDICAID PEDIATRIC PATIENTS AS A PRIMARY CARE PROVIDER THROUGH PRIORITY PARTNERS AT EIGHT MEDICAL OFFICES IN MARYLAND AND 1,000 MEMBERS AS A MEDICAID MANAGED CARE ORGANIZATION (MCO) IN THE COMMONWEALTH OF VIRGINIA IN 2013. MID-ATLANTIC HEALTH PLAN IS ALSO ON THE PATH TO BECOME A (MCO) FOR THE STATE OF MARYLAND WITH A PLANNED GO-LIVE DATE IN JULY 2014. THE FOCUS OF 2013 WAS IMPLEMENTATION AND EXECUTION IN BOTH JURISDICTIONS. IN 2013, MID-ATLANTIC HEALTH PLAN FUNDED COST-BASED LOSSES OF $1.1 MILLION (AT COST, NET OF $508 THOUSAND OF RELATED REVENUES) UNDER THE PROGRAM WITH MEDICAID MCO START UP COSTS OF $7.2 MILLION. B. COMMUNITY HEALTH INITIATIVES (CHI) MID-ATLANTIC HEALTH PLAN SPENT APPROXIMATELY $1.2 MILLION ON COMMUNITY HEALTH INITIATIVES DURING 2013 BY AWARDING CHARITABLE CONTRIBUTIONS TO NONPROFIT ORGANIZATIONS AND GOVERNMENT AGENCIES. THE FOLLOWING ARE EXAMPLES OF THE RESOURCES CONTRIBUTED BY MID-ATLANTIC HEALTH PLAN TO SUPPORT COMMUNITY HEALTH INTIATIVES IN THE AREA. - HEALTHY EATING ACTIVE LIVING (HEAL) PROGRAMS - MID-ATLANTIC HEALTH PLAN SUPPORTS EFFORTS TO INCREASE ACCESS TO HEALTHY FOODS IN NEIGHBORHOODS, SCHOOLS, AND WORKPLACES ACROSS THE REGION, WITH A FOCUS ON VULNERABLE POPULATIONS. THIS INCLUDES FUNDING AND OTHER RESOURCES PROVIDED TO FOOD POLICY COUNCILS, FARMERS MARKETS, COMMUNITY FARMS AND GARDENS, HEALTHY GROCERY AND CORNER STORE INITIATIVES, HEALTHY FOOD BANKING, ETC. KAISER PERMANENTE IS A FOUNDING MEMBER OF THE MID-ATLANTIC REGIONAL CONVERGENCE PARTNERSHIP OF WASHINGTON REGIONAL AREA GRANTMAKERS, A COLLABORATION OF FUNDERS DEDICATED TO HELPING CREATE SUSTAINABLE AND EQUITABLE FOOD SYSTEMS TO SERVE THE RE |
| C. SAFETY NET PARTNERSHIPS | MID-ATLANTIC HEALTH PLAN SPENT APPROXIMATELY $524 THOUSAND BY AWARDING CHARITABLE CONTRIBUTIONS TO NONPROFIT ORGANIZATIONS AND GOVERNMENT AGENCIES. THE FOLLOWING ARE HIGHLIGHTS FROM A FEW OF OUR SIGNATURE SAFETY NET PARTNERSHIPS: - THE HYPERTENSION INITIATIVE IS A PILOT PROGRAM DEVELOPED IN 2011 BETWEEN KAISER PERMANENTE AND TWO FEDERALLY QUALIFIED HEALTH CENTERS, BOTH LOCATED IN MARYLAND. THE PROGRAM IS INTENDED TO BUILD A BRIDGE BETWEEN KP AND COMMUNITY CLINICS BY PROVIDING SPECIALTY CARE SPECIFIC TO REFRACTORY HYPERTENSIVE PATIENTS. IN 2013, OVER 20 PATIENTS RECEIVED SPECIALTY CARE IN KAISER PERMANENTE MEDICAL FACILITIES FROM KAISER PERMANENTE NEPHROLOGISTS. - IN 2013, THE ALLPHASE PROTOCOL WAS ROLLED OUT TO TWO FEDERALLY QUALIFIED HEALTH CENTERS (FQHC) IN MARYLAND. THIS EVIDENCE BASED DRUG PROTOCOL HAS PROVEN TO REDUCE HEART ATTACKS AND STROKES IN DIABETICS. IN 2014, THE PROGRAM IS EXPECTED TO BE OFFERED TO ADDITIONAL FQHCS IN MARYLAND AND VIRGINIA, A FREE CLINIC AND NON-PROFIT PHARMACEUTICAL RESOURCE. D. DEVELOPING AND DISSEMINATING KNOWLEDGE KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. SPENT $3.7 MILLION IN 2013 TO SUPPORT PROGRAMS AND SERVICES ASSOCIATED WITH THE DEVELOPMENT AND DISSEMINATION OF KNOWLEDGE. 1. MEDICAL RESEARCH AT MID-ATLANTIC HEALTH PLAN, 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 KAISER FOUNDATION HEALTH PLAN, INC. MEMBERS. THROUGH STUDIES CONDUCTED AT REGIONAL AND NATIONAL RESEARCH CENTERS, RESEARCHERS ADDRESS CRITICAL ISSUES LIKE CANCER, CARDIOVASCULAR CONDITIONS, DIABETES, AND IMPROVEMENTS IN HEALTH CARE. MID-ATLANTIC HEALTH PLAN SPENT APPROXIMATELY $1.5 MILLION ON MEDICAL RESEARCH PROJECTS IN 2013. 1a. 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, BUT ALSO FOR SOCIETY-AT-LARGE. - KAISER FOUNDATION RESEARCH INSTITUTE (KFRI)- THE KAISER FOUNDATION RESEARCH INSTITUTE PROVIDES ADMINISTRATIVE SERVICES 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. 1b. THE PRINCIPAL RESEARCH ACTIVITIES CONDUCTED BY THE REGIONAL RESEARCH CENTER IN THE MID-ATLANTIC STATES INCLUDE THE FOLLOWING: - 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. THROUGH THE NETWORK OF PROVIDERS, KFHP-MAS MEMBERS, AND THE HEALTHCARE 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 HEALTHCARE - EPIDEMIOLOGY - HEALTH DISPARITIES - HEALTH INFORMATION TECHNOLOGY - HEALTH SERVICES - INFECTIOUS DISEASES KEY STATISTICS: - NUMBER OF RESEARCH PAPERS PUBLISHED IN JOURNALS IN 2013: 33 - NUMBER OF INVESTIGATORS: 7 - NUMBER OF SUPPORT STAFF: 16 THE FOLLOWING ARE EXAMPLES OF RESEARCH PROJECTS CONDUCTED BY INVESTIGATORS AT THE MID-ATLANTIC PERMANENTE RESEARCH INSTITUTE IN 2013: 1) "CHOOSING WISELY" LOW-VALUE CANCER CARE PILOT PROJECT RESEARCHERS ARE ASSESSING THE FEASIBILITY OF MEASURING ADHERENCE TO THE FIVE CHOOSING WISELY PRACTICES ENDORSED BY THE AMERICAN BOARD OF INTERNAL MEDICINE AND AMERICAN SOCIETY OF CLINICAL ONCOLOGY FOR LOW-VALUE CANCER CARE. THIS STUDY AIMS TO PROVIDE EVIDENCE ABOUT WHAT WORKS IN AN INTEGRATED HEALTH CARE SYSTEM TO ADDRESS QUALITY, AFFORDABILITY, AND ACCESS, AS WELL AS TO INCREASE GENERAL MEDICAL KNOWLEDGE ABOUT WHICH TESTS THE MEDICAL COMMUNITY SHOULD AND SHOULD NOT BE ORDERING. BY IDENTIFYING FACTORS ASSOCIATED WITH ADHERENCE, RESEARCHERS WILL LEARN HOW TO REDUCE OVERUSE OF LOW-VALUE INTERVENTIONS FOR CANCER PATIENTS. 2) ALL/PHASE EVALUATION IN MID-ATLANTIC SAFETY NET CLINICS THIS STUDY AIMS TO EVALUATE THE DISSEMINATION AND IMPLEMENTATION OF THE ALL/PHASE (ASPIRIN, LISINOPRIL, LIPID LOWER AGENT / PREVENTING HEART ATTACKS AND STROKES EVERYDAY) CARDIOVASCULAR RISK REDUCTION PROGRAM FOR PATIENTS HAVING DIABETES IN THE MID-ATLANTIC SAFETY NET CLINICS. THIS PROJECT WILL DIRECTLY BENEFIT THE GENERAL MEDICAL COMMUNITY, AND SPECIFICALLY THE MEDICALLY DISADVANTAGED IN THE MID-ATLANTIC STATES REGION. THE OUTCOMES ARE EXPECTED TO ADVANCE TRANSLATIONAL RESEARCH AND CLINICAL PROTOCALS DEVELOPED AT KFHP-MAS TO A COLLABORATIVE, FREE CLINIC AND PHARMACY DISTRIBUTION SERVICES MODEL. 2. EDUCATIONAL THEATRE PROGRAMS (ETP) MID ATLANTIC HEALTH PLAN SPENT APPROXIMATELY $841 THOUSAND IN 2013 TO SUPPORT EDUCATIONAL THEATRE PROGRAMS (ETP) IN THE REGION. THESE PROGRAMS HAVE PROVIDED PROFESSIONAL, AWARD-WINNING HEALTH EDUCATION FOR PRE-KINDERGARTEN TO 12TH GRADE STUDENTS FOR OVER 25 YEARS IN MARYLAND, VIRGINIA, AND THE DISTRICT OF COLUMBIA. IN 2013, ETP GAVE MORE THAN 400 PERFORMANCES FOR APPROXIMATELY 52,000 CHILDREN AND ADULTS AT 160 DIFFERENT SCHOOLS AND CONDUCTED MORE THAN 260 WORKSHOPS TO APPROXIMATELY 9,000 CHILDREN AND ADULTS ON BULLYING AND OBESITY PREVENTION. ADDITIONALLY, ETP PRODUCED A MUSIC VIDEO DESCRIBING THE BENEFITS OF AND DISPELLING THE MYTHS SURROUNDING SEASONAL FLU SHOTS. E. OTHER COMMUNITY BENEFIT INVESTMENTS DURING 2013, MID-ATLANTIC HEALTH PLAN SPENT APPROXIMATELY $8.2 MILLION ON OTHER COMMUNITY BENEFIT ACTIVITIES AND PROGRAMS BEYOND THE NATIONAL STREAMS OF WORK. THIS INCLUDES THE ADMINISTRATIVE EXPENSES OF A COMMUNITY BENEFIT DEPARTMENT DEDICATED TO SUPPORTING REGIONAL COMMUNITY BENEFIT PROGRAMS AND SERVICES AND COORDINATING RELATED INITIATIVES. - COMMUNITY AMBASSADOR PROGRAM 2013 WAS THE FIFTH YEAR OF THE COMMUNITY AMBASSADOR PROGRAM WHICH GREW FROM TWO NURSE PRACTITIONERS (NPS) AND ONE PHYSICIAN ASSISTANT TO A TOTAL OF 38 NPS AND PHYSICIAN ASSISTANTS PLACED IN 16 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 HEALTHCARE ACCESS TO THE UNDER/UNINSURED. APPROXIMATELY $6.2 MILLION WAS INVESTED IN THIS PROGRAM IN 2013. 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 IN DIRECT COMMUNITY BENEFIT INVESTMENTS, EFFORTS IN THIS AREA CONTRIBUTE TO ADVANCING A BROADER VISION EMPHASIZING HEALTHY PEOPLE AND HEALTHY ENVIRONMENTS. TO FULFILL THIS COMMITMENT, KAISER FOUNDATION HEALTH PLAN, INC. MAINTAINS A GOVERNANCE STRUCTURE FOR ENVIRONMENTAL STEWARDSHIP THAT ENABLES THE ORGANIZATION TO CONTINUOUSLY IMPROVE ITS PERFORMANCE. THIS STRUCTURE INCLUDES CLEARLY DEFINED ROLES, RESPONSIBILITIES, PLANS, AND ROUTINES, AND HAS RESULTED IN FIVE ORGANIZATIONAL FOCUS AREAS THAT HAVE BEEN SELECTED BASED ON THEIR ABILITY TO HAVE THE MOST 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, KAISER FOUNDATION HEALTH PLAN, INC. HAS ESTABLISHED AMBITIOUS GOALS (INCLUDING A TARGET TO REDUCE TOTAL GREENHOUSE GAS EMISSIONS BY 30% BY 2020, COMPARED TO OUR 2008 BASELINE), IMPLEMENTED INITIATIVES, ACHIEVED MEASURABLE IMPROVEMENTS, OBTAINED EXTERNAL ASSURANCE OF PERFORMANCE, AND REGULARLY REPORTED PROGRESS TO THE BOARD OF DIRECTORS, STAFF, AND THE PUBLIC. BY REPLACING PAPER MEDICAL CHARTS AND DIGITIZING X-RAY IMAGES THROUGH THE ELECTRONIC MEDICAL RECORD SYSTEM, MID-ATLANTIC HEALTH PLAN IS ALSO CONTRIBUTING TO THE AVOIDANCE OF APPROXIMATELY 1,000 TONS OF PAPER WASTE AND 200,000 POUNDS OF X-RAY FILM PER YEAR. DURING 2013, KEY PERFORMANCE INDICATORS FOR KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. INCLUDED: - REDUCING TOTAL GREENHOUSE GAS EMISSIONS (METRIC TONS CO2E/GROSS SQUARE FOOT) BY 83% COMPARED TO THE 2008 BASELINE FOR ALL FACILITIES AND ASSETS UNDER KFHP-MAS'S OPERATIONAL CONTROL. - RECYCLING, REUSING, OR COM |
| 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 15 individuals who comprise the board of directors of KFHP also serve as the 15 directors of KFHP-CO, NW, and MAS. |
| 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 regional president; b) amendments to the bylaws that pertain to the member, the board of directors, or procedures for amending the bylaws (articles c, d, and h of the bylaws); 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. 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 regularly 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 and without fear of retaliation. 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 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 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 notifies 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 www.guidestar.org. |
| form 990, Part VI, Line 19 | - Public Inspection - Governing documents - are available from the Department of Insurance and maintained on the state agency website or upon request. Conflict of Interest - is available on KP website under vendor Principles of Responsibility or upon request. 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 audit opinion by KPMG and is available upon request. 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 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 OTHER COMPREHENSIVE INCOME $ 109,760,410 OTHER THAN TEMPORARY IMPAIRMENTS (1,373,128) LESS GAIN ON SALE OF INVESTMENTS - TAX (851,901) GAIN ON SALE OF INVESTMENTS - BOOK 1,005,833 TOTAL $ 108,541,214 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 941340523 | HEALTH CARE | CA | 501(c)(3) | 9 | NA | false |
| KAISER FOUNDATION HOSPITALS | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 941105628 | HEALTH CARE | CA | 501(c)(3) | 3 | KFHP INC | Yes (true) |
| 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 FDN HEALTH PLAN OF OHIO | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 340922268 | HEALTH CARE | OH | 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 | HEALTH CARE | CA | 501(c)(3) | 11 - I | KFHP INC | Yes (true) |
| OHP | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 930480268 | LEASING | WA | 501(c)(3) | 11 - I | KFHP INC | Yes (true) |
| KAISER HEALTH ALTERNATIVES | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 930954562 | HEALTH CARE | WA | 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 - III-NF | KFH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH CARE MANAGEMENT SOLUTIONS LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA SUITE 15L | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203924985 | EIN |
| Primary Activities | CASE MGMT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OAK TREE ASSURANCE LTD | ||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 030329760 | INSURANCE | VT | NA | C CORP | $0 | $0 | 0.00000 | 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 PROPERTY SERVICES INC | ||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943259432 | REAL ESTATE | CA | NA | C CORP | $0 | $0 | 0.00000 | Yes (true) |
| ARCHIMEDES INC | ||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 203774729 | CONSULTING | 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) |
| 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 |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (43 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | ||
| L | $12,018,080 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| M | $93,744,248 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| P | $52,517,033 | per agreement |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| Q | $51,181,597 | per agreement |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| R | $17,270,964 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| S | $31,124,472 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| a | $1,650,184 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| e | $2,353,772 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| L | $171,764,448 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| M | $274,881,905 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| p | $245,500,300 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| q | $597,194,760 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| r | $539,153,177 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| s | $685,720,122 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| M | $8,970,429 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| P | $464,569 | per agreement |
| CAMP BOWIE SERVICE CENTER | ||
| q | $16,763,949 | PER AGREEMENT |
| KAISER PERMANENTE INSURANCE COMPANY | ||
| L | $3,570,753 | PER AGREEMENT |
| KAISER PERMANENTE INSURANCE COMPANY | ||
| M | $18,399,015 | PER AGREEMENT |
| KAISER PERMANENTE INSURANCE COMPANY | ||
| q | $4,453,234 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| L | $13,886,483 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| m | $20,700,000 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| q | $17,068,758 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| r | $42,086,000 | per agreement |
| LOKAHI ASSURANCE LTD | ||
| s | $42,416,000 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF THE NORTHWEST | ||
| L | $415,977 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF THE NORTHWEST | ||
| m | $140,044 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF THE NORTHWEST | ||
| q | $76,058 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF OHIO | ||
| L | $92,848 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF OHIO | ||
| m | $295,410 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF OHIO | ||
| q | $155,088 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF OHIO | ||
| r | $52,682 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| L | $416,633 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| m | $267,965 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| p | $796,417 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF COLORADO | ||
| q | $82,991 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF GEORGIA INC | ||
| L | $922,972 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF GEORGIA INC | ||
| m | $1,805,092 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF GEORGIA INC | ||
| p | $161,378 | PER AGREEMENT |
| KAISER FDN HEALTH PLAN OF GEORGIA INC | ||
| q | $70,225 | PER AGREEMENT |
| OAK TREE ASSURANCE LTD | ||
| m | $207,539 | PER AGREEMENT |
| OAK TREE ASSURANCE LTD | ||
| p | $55,398 | PER AGREEMENT |
| OAK TREE ASSURANCE LTD | ||
| q | $263,037 | PER AGREEMENT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |