KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (EIN 93-0798039)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-12
IRS object ID: 201423169349303512
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	2014-11-12T13:27:31-06:00	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	930798039	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KAISER FOUNDATION HEALTH PLAN	BusinessNameLine1
Business Name Line2	OF THE NORTHWEST	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 and 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	ANDREW R MCCULLOCH	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	$3,662,501,705	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1984	FormationYr
Legal Domicile State	OR	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	7746	TotalEmployeeCnt
Total Volunteers	105	TotalVolunteersCnt
Total Gross UBI	$6,496,000	TotalGrossUBIAmt
PY Contributions Grants	$55,792	PYContributionsGrantsAmt
CY Contributions Grants	$90,559	CYContributionsGrantsAmt
PY Program Service Revenue	$2,980,226,987	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,143,279,380	CYProgramServiceRevenueAmt
PY Investment Income	$21,388,816	PYInvestmentIncomeAmt
CY Investment Income	$18,066,444	CYInvestmentIncomeAmt
PY Other Revenue	$24,579,465	PYOtherRevenueAmt
CY Other Revenue	$25,188,579	CYOtherRevenueAmt
PY Total Revenue	$3,026,251,060	PYTotalRevenueAmt
CY Total Revenue	$3,186,624,962	CYTotalRevenueAmt
PY Grants And Similar Paid	$299,224	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$280,075	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$775,841,514	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$795,598,531	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,231,922,859	PYOtherExpensesAmt
CY Other Expenses	$2,363,425,456	CYOtherExpensesAmt
PY Total Expenses	$3,008,063,597	PYTotalExpensesAmt
CY Total Expenses	$3,159,304,062	CYTotalExpensesAmt
PY Revenues Less Expenses	$18,187,463	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$27,320,900	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,260,245,683	TotalAssetsBOYAmt
Total Assets EOY	$1,333,718,570	TotalAssetsEOYAmt
Total Liabilities BOY	$1,206,822,295	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$911,194,558	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$53,423,388	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$422,524,012	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	$2,900,978,224	ExpenseAmt
Grant	$127,535	GrantAmt
Revenue	$3,109,885,299	RevenueAmt
Desc	MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN OF NORTHWEST (KFHP OF NORTHWEST) PROVIDES HOSPITAL, MEDICAL, AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE, FOR ITS MEMBERS WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP OF NORTHWEST EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE. ADDITIONAL INFORMATION ABOUT NORTHWEST HEALTH PLAN'S CHARITABLE ACTIVITIES CAN BE FOUND IN SCHEDULE O.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$76,681,788	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$33,003,879	RevenueAmt
Desc	Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan of the Northwest (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 14,000 individuals were receiving the benefits of full membership in KFHP's Medicaid managed care program. Approximately 3,000 more individuals were members of the Children's Health Insurance Program (CHIP). In addition, KFHP provided health care on a fee-for-service basis for Medicaid beneficiaries who were not enrolled as KFHP members. ADDITIONAL INFORMATION ABOUT NORTHWEST HEALTH PLAN'S CHARITABLE ACTIVITIES CAN BE FOUND IN SCHEDULE O.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$23,573,322	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$390,202	RevenueAmt
Desc	Charitable Care (Medical Financial Assistance and Charitable Health Coverage) Kaiser Foundation Health Plan of the Northwest (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 nearly 13,000 qualifying applicants. The CHC program offers regular Kaiser Foundation Health Plan membership at minimal cost to low income families who are not eligible for other public or privately sponsored coverage. More than 4,500 individuals were receiving comprehensive health care through this program at the end of 2013. ADDITIONAL INFORMATION ABOUT NORTHWEST HEALTH PLAN'S CHARITABLE ACTIVITIES CAN BE FOUND IN SCHEDULE O.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$1,980,290	ExpenseAmt
Grant	$152,540	GrantAmt
Revenue	$0	RevenueAmt
Desc	SEE SCHEDULE O COMMUNITY BENEFIT REPORT	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$1,980,290	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$152,540	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$3,003,213,624	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	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	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	4128	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	7746	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	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	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
Christine K Cassel
Director	1.0	13.0	Yes (X)	$0	$189,000	$0
Thomas W Chapman
Director	1.0	13.0	Yes (X)	$0	$197,476	$17,500
Jeffrey E 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 R Graber
Director	1.0	6.5	Yes (X)	$0	$231,153	$0
J Eugene Grigsby
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 Johansen
Director	0.5	6.8	Yes (X)	$0	$231,370	$0
Kim J 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 J Ming
Director	0.3	4.8	Yes (X)	$0	$207,633	$0
Edward YW Pei
Director	0.5	7.25	Yes (X)	$0	$192,630	$17,500
Margaret E Porfido
Director	1.0	5.5	Yes (X)	$0	$229,752	$0
Cynthia Telles
Director	0.5	6.6	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)
Erin M Downing
Assistant Secretary	4.0	46.0		$0	$95,076	$14,143	Yes (X)
Jennifer Gardner
Special Assistant to the board	4.0	46.0		$0	$90,505	$15,348	Yes (X)
Kathryn Lancaster
EVP & CFO	4.0	46.0		$0	$2,196,752	$141,775	Yes (X)
Donna Lynne
EVP, Group & REG President	4.0	46.0		$0	$1,236,958	$413,628	Yes (X)
Andrew R McCulloch
Region President - Northwest	25.0	25.0		$0	$1,045,155	$386,072	Yes (X)
Thomas R Meier
SVP & Treasurer	2.0	48.0		$0	$1,047,162	$44,749	Yes (X)
Donald H Orndoff
SVP, NFS	5.0	45.0		$0	$929,854	$170,182	Yes (X)
Jacqueline Sellers
Assistant Secretary	5.0	45.0		$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)
Deborah Stokes
SVP, CC & CAO	4.0	46.0		$0	$764,912	-$2,441	Yes (X)
William N Wiechmann
Assistant Secretary	50.0	0.0		$0	$412,528	$60,618	Yes (X)
Victoria B Zatkin
VP, Off of brd & Corp gov svc	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)
Mark A Charpentier
VP, Mktg, Sls & Bus Devel	30.0	20.0		$0	$552,735	$91,183		Yes (X)
Mark M Enger
VP, Chief Operations Officer	30.0	20.0		$0	$971,297	$53,405		Yes (X)
Susan M Hennessy
VP, Strategic Planning & Hlth	30.0	20.0		$0	$712,016	$42,119		Yes (X)
Susan E Mullaney
VP, HOSPITAL OPERATIONS	30.0	20.0		$0	$374,863	$73,415		Yes (X)
Karen L Schartman
VP & CFO	30.0	20.0		$0	$504,900	$41,554		Yes (X)
Stephen Shawn Barton
Exec Dir, Revenue Cycle - nw	50.0	0.0		$0	$338,914	$45,714			Yes (X)
Mary L Durham
VP, The Center Health Research	30.0	20.0		$0	$379,479	$55,687			Yes (X)
Michael E Kinard
VP, Ambulatory Care Svc	30.0	20.0		$0	$394,841	$27,168			Yes (X)
Richie E Smith
VP, HR - NW	30.0	20.0		$0	$412,594	$94,288			Yes (X)
Kenneth R Wright
VP, Dental Care Svcs - nw	50.0	0.0		$0	$340,282	$79,546			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$35,397,429	TotReportableCompRltdOrgAmt
Total Other Compensation	$2,331,920	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1079	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	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
KAISER FOUNDATION HOSPITALS
500 NE MULTNOMAH ST	PORTLAND	OR	97232	HOSPITAL SERVICES	$711,075,713
NORTHWEST PERMANENTE PC
500 NE MULTNOMAH STREET	PORTLAND	OR	97232	MEDICAL SERVICES	$515,030,807
PERMANENTE DENTAL ASSOCIATES
500 NE MULTNOMAH STREET	PORTLAND	OR	97232	DENTAL SERVICES	$41,195,766
DSI JACKSON SOUTH
PO BOX 402946	ATLANTA	GA	30384	DIALYSIS/MEDICAL SVC	$11,354,975
PACIFIC NORTHWEST RENALS
PO BOX 53034	PHOENIX	AZ	85072	DIALYSIS/MEDICAL SVC	$6,536,959

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	165	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$90,559	AllOtherContributionsAmt
Total Contributions	$90,559	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	$2,244,516,761	$2,244,516,761
SUPPL CHARGE/PHARM	621400	$156,964,656	$150,474,812	$6,489,844
NON-PLAN & IND REV	621400	$9,382,980	$9,382,980
OTHER PRGRM SERV	621400	$20,874,447	$20,874,447
MEDICARE	621400	$711,540,536	$711,540,536

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,143,279,380	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,033,926	TotalRevenueColumnAmt
Exclusion	$14,033,926	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	$436,376	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$56,327	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$380,049	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$380,049	TotalRevenueColumnAmt
Unrelated Business Revenue	$6,156	UnrelatedBusinessRevenueAmt
Exclusion	$373,893	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$479,722,436	SecuritiesAmt
Other	$130,497	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$475,650,669	SecuritiesAmt
Other	$169,747	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$4,071,767	SecuritiesAmt
Other	-$39,250	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,032,518	TotalRevenueColumnAmt
Exclusion	$4,032,518	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISC REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$24,808,530	TotalRevenueColumnAmt
Exclusion	$24,808,530	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$24,808,530	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,186,624,962	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,136,789,536	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$6,496,000	UnrelatedBusinessRevenueAmt
Exclusion	$43,248,867	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$280,075	TotalAmt
Program Services	$280,075	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	$502,209,922	TotalAmt
Program Services	$465,666,708	ProgramServicesAmt
Management And General	$36,543,214	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$98,721,486	TotalAmt
Program Services	$98,721,486	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$153,442,555	TotalAmt
Program Services	$153,111,112	ProgramServicesAmt
Management And General	$331,443	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$41,224,568	TotalAmt
Program Services	$21,222,244	ProgramServicesAmt
Management And General	$20,002,324	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	$1,416,252	TotalAmt
Management And General	$1,416,252	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,277,407	TotalAmt
Management And General	$1,277,407	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$404,145	TotalAmt
Management And General	$404,145	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$710,021	TotalAmt
Management And General	$710,021	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$356,881,741	TotalAmt
Program Services	$331,001,153	ProgramServicesAmt
Management And General	$25,880,588	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$6,660,465	TotalAmt
Program Services	$2,543,998	ProgramServicesAmt
Management And General	$4,116,467	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,561,807	TotalAmt
Program Services	$6,411,080	ProgramServicesAmt
Management And General	$1,150,727	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$154,578,570	TotalAmt
Program Services	$127,540,752	ProgramServicesAmt
Management And General	$27,037,818	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$13,939,559	TotalAmt
Program Services	$13,939,505	ProgramServicesAmt
Management And General	$54	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$3,464,893	TotalAmt
Program Services	$2,921,931	ProgramServicesAmt
Management And General	$542,962	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	$999,331	TotalAmt
Management And General	$999,331	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$10,749	TotalAmt
Program Services	$10,749	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$33,840,768	TotalAmt
Program Services	$33,840,768	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$18,569,175	TotalAmt
Program Services	$18,569,057	ProgramServicesAmt
Management And General	$118	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL SERVICE PAYMENTS	$1,244,451,240	$1,244,451,240
SUPPLIES	$366,639,822	$339,187,950	$27,451,872
INTER-REGIONAL CHARGES	$95,011,649	$89,119,259	$5,892,390
HIGH-RISK INSURANCE POOL COSTS	$18,242,248	$18,242,248

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$38,765,614	TotalAmt
Program Services	$36,432,309	ProgramServicesAmt
Management And General	$2,333,305	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,159,304,062	TotalAmt
Program Services	$3,003,213,624	ProgramServicesAmt
Management And General	$156,090,438	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$11,907,229	BOYAmt
EOY	$4,967,406	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$73,376,649	BOYAmt
EOY	$74,349,559	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	$23,535,216	BOYAmt
EOY	$29,645,461	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,597,015	BOYAmt
EOY	$5,804,290	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$663,221,902	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$387,322,869	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$252,603,642	BOYAmt
EOY	$275,899,033	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$837,796,467	BOYAmt
EOY	$867,947,473	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	$56,429,465	BOYAmt
EOY	$75,105,348	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,260,245,683	BOYAmt
EOY	$1,333,718,570	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$158,741,885	BOYAmt
EOY	$167,404,966	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	$30,359,339	BOYAmt
EOY	$30,230,560	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,017,721,071	BOYAmt
EOY	$713,559,032	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,206,822,295	BOYAmt
EOY	$911,194,558	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$4,712,722	BOYAmt
EOY	$4,712,722	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	$48,710,666	BOYAmt
EOY	$417,811,290	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$53,423,388	BOYAmt
EOY	$422,524,012	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,260,245,683	BOYAmt
EOY	$1,333,718,570	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$27,320,900	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$6,860,564	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$348,640,288	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	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$56,498	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$34,240	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$55,792	CurrentTaxYearMinus1YearAmt
Current Tax Year	$90,559	CurrentTaxYearAmt
Total	$237,089	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,573,087,902	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,682,950,846	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,817,773,409	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,980,226,987	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,143,279,380	CurrentTaxYearAmt
Total	$14,197,318,524	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	$2,573,087,902	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,683,007,344	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,817,807,649	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,980,282,779	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,143,369,939	CurrentTaxYearAmt
Total	$14,197,555,613	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	$14,197,555,613	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$26,785,941	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$22,587,692	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$19,185,497	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$16,369,318	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,364,423	CurrentTaxYearAmt
Total	$99,292,871	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	$26,785,941	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$22,587,692	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$19,185,497	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$16,369,318	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,364,423	CurrentTaxYearAmt
Total	$99,292,871	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	$2,599,873,843	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,705,595,036	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,836,993,146	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,996,652,097	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,157,734,362	CurrentTaxYearAmt
Total	$14,296,848,484	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99306	PublicSupportCY509Pct
Public Support PY509	0.99153	PublicSupportPY509Pct
Investment Income CY	0.00694	InvestmentIncomeCYPct
Investment Income PY	0.00847	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
Form4720 Filed	false	Form4720FiledInd
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	Yes (true)	GrantsOtherOrganizationsInd
Grants Other Organizations	$84,082	GrantsOtherOrganizationsAmt
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$208,037	DirectContactLegislatorsAmt
Rallies Demonstrations	Yes (true)	RalliesDemonstrationsInd
Rallies Demonstrations	$26,005	RalliesDemonstrationsAmt
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$86,021	OtherActivitiesAmt
Total Lobbying Expenditures	$404,145	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Lines 1a through 1i	FormAndLineReferenceDesc
Explanation	LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES THE ORGANIZATION IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND PARTICIPATED IN AND BENEFITED FROM LOBBYING ACTIVITIES CONDUCTED AT THE REGIONAL AND NATIONAL LEVELS FOR THE BENEFIT OF ITS ENROLLED MEMBERS, THE BROADER COMMUNITY AND FOR THE HEALTH CARE INDUSTRY AS A WHOLE. AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), HEALTH PLAN HAS A POLICY PROHIBITING ANY OF HEALTH PLAN'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR THIS ORGANIZATION MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. HEALTH PLAN ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS TO VARIOUS FEDERAL, STATE, AND LOCAL OFFICIALS REGARDING MATTERS WHICH AFFECTED THE HEALTHCARE INDUSTRY AS A WHOLE. THE AMOUNT OF 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	$31,777,408	OtherCostOrOtherBasisAmt
Book Value	$31,777,408	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$423,354,118	OtherCostOrOtherBasisAmt
Depreciation	$260,563,153	DepreciationAmt
Book Value	$162,790,965	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$23,002,822	OtherCostOrOtherBasisAmt
Depreciation	$15,189,639	DepreciationAmt
Book Value	$7,813,183	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$150,056,038	OtherCostOrOtherBasisAmt
Depreciation	$101,349,605	DepreciationAmt
Book Value	$48,706,433	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$35,031,516	OtherCostOrOtherBasisAmt
Depreciation	$10,220,472	DepreciationAmt
Book Value	$24,811,044	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$275,899,033	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM AFFILIATES	$74,223,616
OTHER CURRENT ASSETS	$881,732

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$75,105,348	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
SELF-INSURED RISK - PPL	$68,287,840
SELF-INSURED RISK - AUTO & UNE	$396,000
SELF-INSURED RISK - WORKERS CO	$4,416,694
POST RETIREMENT BENEFIT-LT	$606,681,547
POST RETIREMENT BENEFIT-CURRT	$12,642,715
OTHER LIABILITIES	$21,134,236

Field	Value	IRS element (for citing)
Total Liability	$713,559,032	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$3,527,850,437	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$6,860,564	NetUnrealizedGainsInvstAmt
Other Revenue	$354,739,081	OtherRevenueAmt
Revenue Not Reported	$347,878,517	RevenueNotReportedAmt
Revenue Subtotal	$3,179,971,920	RevenueSubtotalAmt
Other Revenues Not Included	$6,653,042	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$6,653,042	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,186,624,962	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,158,749,810	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$8,343,472	OtherExpensesIncludedAmt
Expenses Not Reported	$8,343,472	ExpensesNotReportedAmt
Expenses Subtotal	$3,150,406,338	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$710,021	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$8,187,703	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$8,897,724	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,159,304,062	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part X, Line 2	FIN 48 Footnote: THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER FIN 48.
Schedule D, Part XI, Line 2d	Change in Other Comprehensive Income $ 353,897,875 Gain/loss on investments - book 4,962,197 Gain/Loss on sale of fixed assets - book 0 OTTI Losses ( See Note 1) (6,148,014) Inter-entity revenue reclass 10,924,747 Investment Management Fee Reclass <710,021> Bad Debt expense reclass (8,187,703) TOTAL $ 354,739,081 Note 1: Other than temporary impairment (OTTI) of investment recognized for financial statement purposes, which will be tax reported when realized.
Schedule D, Part XI, Line 4b	Gain/loss on sale of investments - tax $ 4,071,767 Gain/loss on sale of fixed assets - tax (39,249) Rental revenue reclass (56,327) Miscellaneous revenue reclass 2,676,851 Total $ 6,653,042
Schedule D, Part XII, Line 2d	Inter-entity Expense reclass 10,924,747 Gain/loss on sale of fixed assets - reclass 39,249 Misc Expenses reclass (2,676,851) RENTAL EXPENSES RECLASS 56,327 Total $ 8,343,472
Schedule D, Part XII, Line 4b	Bad Debt expense reclass $ 8,187,703

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
American Heart Association
4380 SW Macadam Ave Ste 480	Portland	OR	97239	135673797	501(c)(3)	$39,420	fundraiser
American Lung Association
7420 SW Bridgeport Rd Ste 200	Portland	OR	97224	930386887	501(c)(3)	$16,000	fundraiser
Community Action Organization
1001 SW Baseline Street	Hillsboro	OR	97123	930554941	501(c)(3)	$15,000	fundraiser
Familias en Accion
2710 NE 14th Ave	Portland	OR	97212	931284335	501(c)(3)	$10,000	fundraiser
March of Dimes
1220 SW Morrison Ste 510	Portland	OR	97205	131846366	501(c)(3)	$18,000	fundraiser
Oregon Area Jewish Committee
7410 SW Oleson Rd	Portland	OR	97223	261871211	501(c)(3)	$5,100	fundraiser
Oregon School Based Health Care
310 SW Fourth Ave Suite 905	Portland	OR	97204	364588857	501(c)(3)	$7,500	fundraiser
Portland Schools Foundation
2069 NE Hoyt St	Portland	OR	97232	931149789	501(c)(3)	$9,600	fundraiser
Susan G Komen
1500 SW 1st Ave Suite 270	Portland	OR	97201	931068897	501(c)(3)	$25,000	fundraiser
Upstream Public Health
240 N Broadway	Portland	OR	97214	421579435	501(c)(3)	$50,000	General Op Support
North Clackamas School District
4444 SE Lake Rd 950	Milwaukie	OR	97222	930599524	Government	$22,000	Project Support

Field	Value	IRS element (for citing)
Total501c3 Org	11	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Question 2	FormAndLineReferenceDesc
Explanation	At the end of their funding cycle grantees are required to submit a final REPORT WHICH DELINEATES ACCOMPLISHMENTS RELATED TO STATED OBJECTIVES. LARGE GRANTS (TYPICALLY OVER $100,000) MAY REQUIRE QUARTERLY PROGRESS REPORTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (35 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Stephen Shawn Barton
Exec Dir, Revenue Cycle - nw	$0	$219,410	$0	$115,877	$0	$3,627	$0	$22,428	$0	$23,286	$0	$384,628	$0	$0
Christine K Cassel
Director	$0	$189,000	$0		$0		$0		$0		$0	$189,000	$0	$0
Thomas W Chapman
Director	$0	$197,476	$0		$0		$0	$17,500	$0		$0	$214,976	$0	$0
Mark A Charpentier
VP, Mktg, Sls & Bus Devel	$0	$236,018	$0	$201,655	$0	$115,062	$0	$71,022	$0	$20,161	$0	$643,918	$0	$79,492
Mary L Durham
VP, The Center Health Research	$0	$210,569	$0	$132,771	$0	$36,139	$0	$34,472	$0	$21,215	$0	$435,166	$0	$0
Mark M Enger
VP, Chief Operations Officer	$0	$39,112	$0	$257,489	$0	$674,696	$0	$36,732	$0	$16,673	$0	$1,024,702	$0	$226,353
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
William R Graber
Director	$0	$231,153	$0		$0		$0		$0		$0	$231,153	$0	$0
J Eugene Grigsby
Director	$0	$206,425	$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
Susan M Hennessy
VP, Strategic Planning & Hlth	$0	$300,033	$0	$236,476	$0	$175,507	$0	$19,005	$0	$23,114	$0	$754,135	$0	$0
Judith Johansen
Director	$0	$231,370	$0		$0		$0		$0		$0	$231,370	$0	$0
Kim J Kaiser
Director	$0	$214,808	$0		$0		$0		$0		$0	$214,808	$0	$0
Michael E Kinard
VP, Ambulatory Care Svc	$0	$262,981	$0	$115,679	$0	$16,181	$0	$8,206	$0	$18,962	$0	$422,009	$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
Donna Lynne
EVP, Group & REG President	$0	$522,385	$0	$671,301	$0	$43,272	$0	$386,467	$0	$27,161	$0	$1,650,586	$0	$0
Philip Marineau
Director	$0	$211,230	$0		$0		$0		$0		$0	$211,230	$0	$0
Andrew R McCulloch
Region President - Northwest	$0	$406,081	$0	$598,748	$0	$40,326	$0	$361,680	$0	$24,392	$0	$1,431,227	$0	$0
Thomas R Meier
SVP & Treasurer	$0	$325,824	$0	$438,610	$0	$282,728	$0	$14,386	$0	$30,363	$0	$1,091,911	$0	$244,843
Jenny J Ming
Director	$0	$207,633	$0		$0		$0		$0		$0	$207,633	$0	$0
Susan E Mullaney
VP, HOSPITAL OPERATIONS	$0	$273,374	$0	$86,485	$0	$15,004	$0	$47,107	$0	$26,308	$0	$448,278	$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 YW Pei
Director	$0	$192,630	$0		$0		$0	$17,500	$0		$0	$210,130	$0	$0
Margaret E Porfido
Director	$0	$229,752	$0		$0		$0		$0		$0	$229,752	$0	$0
Karen L Schartman
VP & CFO	$0	$286,442	$0	$202,094	$0	$16,364	$0	$23,738	$0	$17,816	$0	$546,454	$0	$0
Jacqueline Sellers
Assistant Secretary	$0	$187,644	$0	$55,237	$0	$5,538	$0	-$7,251	$0	$11,234	$0	$252,402	$0	$0
Richie E Smith
VP, HR - NW	$0	$264,166	$0	$132,464	$0	$15,964	$0	$69,886	$0	$24,402	$0	$506,882	$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
Deborah Stokes
SVP, CC & 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	$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
William N Wiechmann
Assistant Secretary	$0	$238,936	$0	$157,178	$0	$16,414	$0	$36,568	$0	$24,050	$0	$473,146	$0	$0
Kenneth R Wright
VP, Dental Care Svcs - nw	$0	$228,999	$0	$92,533	$0	$18,750	$0	$51,485	$0	$28,061	$0	$419,828	$0	$0
Victoria B Zatkin
VP, Off of brd & Corp gov svc	$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 (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, line 3	Kaiser foundation health plan of the northwest 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 PAYMENTS: Mark M. Enger $ 443,920 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: Mark Charpentier $ 79,492 Mary Durham 923 Mark Enger 226,353 George Halvorson 1,500,000 Susan Hennessy 155,289 Kathryn Lancaster 267,106 Thomas Meier 246,161 Arthur Southam 314,156 Deborah Stokes 50,089 Bernard Tyson 555,429 Victoria 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 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 III, Lines 4a - 4d	2013 Community Benefit Report KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST'S COMMITMENT TO THE COMMUNITY KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (NORTHWEST HEALTH PLAN OR KFHP-NW) PROVIDES AND ARRANGES COMPREHENSIVE HEALTH CARE SERVICES FOR MEMBERS ON A PREDOMINANTLY PREPAID BASIS. ITS CONTRACTUAL OBLIGATIONS TO GROUP AND INDIVIDUAL MEMBERS ARE FULFILLED BY CONTRACTING WITH KAISER FOUNDATION HOSPITALS AND PERMANENTE PHYSICIANS TO PROVIDE THE REQUIRED HEALTH CARE SERVICES. KFHP-NW STRIVES FOR EXCELLENCE IN SERVING ITS MEMBERS THROUGH MARKET-LEADING PERFORMANCE IN QUALITY AND SERVICE. AS A SUBSIDIARY OF KAISER FOUNDATION HEALTH PLAN, INC. (KFHP-INC.), MEMBERSHIP IS AVAILABLE WITHOUT REGARD TO AGE, SEX, RACE, RELIGION, OR NATIONAL ORIGIN, OR TO THE 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 NORTHWEST 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 WELL-BEING 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": - CARE AND COVERAGE FOR LOW-INCOME PEOPLE - CREATES AND SUPPORTS PROGRAMS THAT LOWER THE FINANCIAL BARRIERS FOR THE UNDER- AND UNINSURED. - 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. - 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. - 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 NORTHWEST IN 2013, NORTHWEST HEALTH PLAN SERVED OVER 495,000 MEMBERS AND EXPENDED $68.8 MILLION (AT COST, NET OF $33.4 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. CARE AND COVERAGE FOR LOW-INCOME PEOPLE IN 2013, NORTHWEST HEALTH PLAN SPENT APPROXIMATELY $66.9 MILLION (AT COST, NET OF $33.4 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 KAISER PERMANENTE PROVIDER. CHARITABLE CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE PROGRAMS) IN OREGON AND WASHINGTON, NORTHWEST HEALTH PLAN PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE POPULATIONS THROUGH THE MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE PROGRAMS. IN 2013, NORTHWEST HEALTH PLAN SPENT $23.2 MILLION (AT COST, NET OF $390 THOUSAND OF RELATED REVENUES) ON UNDER- AND UNINSURED PATIENTS. A) MEDICAL FINANCIAL ASSISTANCE PROGRAM NORTHWEST 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 KAISER PERMANENTE FACILITY AND/OR FROM A KAISER PERMANENTE PROVIDER. ELIGIBILITY IS BASED UPON PROSCRIBED LEVELS OF INCOME AND EXPENSES. IN 2013, ALMOST 13,000 QUALIFIED APPLICANTS BENEFITED FROM THIS PROGRAM, RECEIVING FULL OR PARTIAL FORGIVENESS FOR OVER 135,800 OUTPATIENT VISITS AND NEARLY 68,200 PRESCRIPTIONS. NORTHWEST HEALTH PLAN'S CHARITY CARE PROGRAM ALSO PROVIDES DISCOUNTED CHARGES FOR UNINSURED PATIENTS BELOW 400% OF FEDERAL POVERTY GUIDELINES AND CONTRACTED COLLECTION AGENCY PRACTICES ALIGNED WITH THE ORGANIZATION'S SOCIAL VALUES AND PROPOSED IRS SECTION 501(R). THE MFA PROGRAM COVERS FULL OR PARTIAL EXPENSES FOR DENTAL SERVICES IF APPLICANTS MEET QUALIFYING GUIDELINES. B) CHARITABLE HEALTH COVERAGE PROGRAM CHARITABLE HEALTH COVERAGE (CHC) IS A UNIQUE APPROACH TO CARING FOR LOW-INCOME UNINSURED PERSONS IN THE COMMUNITY. ELIGIBLE PARTICIPANTS RECEIVE A REGULAR KAISER PERMANENTE MEMBERSHIP CARD AND ACCESS TO THE FULL RANGE OF OUR SERVICES AND PROVIDERS-A MUCH BETTER ALTERNATIVE TO A POTENTIALLY COSTLY EMERGENCY ROOM VISIT OR HOSPITALIZATION. THIS ALLOWS NORTHWEST 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. NORTHWEST HEALTH PLAN PROVIDED COVERAGE AND SERVICES VALUED AT $9.3 MILLION (AT COST, NET OF $390 THOUSAND OF RELATED REVENUES) TO PROVIDE SUBSIDIZED COVERAGE TO LOW-INCOME ADULTS AND CHILDREN WHO ARE NOT ELIGIBLE FOR STANDARD MEDICAID OR PRIVATELY FUNDED COVERAGE. THE CHARITABLE HEALTH COVERAGE PROGRAM CONSISTS OF TRANSITIONS AND THE CHILD HEALTH PLAN. - TRANSITIONS - THE TRANSITIONS PROGRAM IS A FULLY SUBSIDIZED HEALTH INSURANCE PROGRAM FOR ELIGIBLE LOW-INCOME FAMILIES. EIGHT COLLEGE CAMPUSES CURRENTLY PARTICIPATE WITHIN THE PORTLAND METROPOLITAN AREA. STUDENTS MUST BE ENROLLED IN A PARTICIPATING SCHOOL, MEET FINANCIAL CRITERION, AND CANNOT BE ENROLLED IN ANOTHER PRIVATE OR PUBLIC HEALTH CARE PLAN. GRADUATES ARE ELIGIBLE FOR AN ADDITIONAL SIX MONTHS' COVERAGE OR UNTIL EMPLOYER-PAID COVERAGE IS ACTIVATED. (NOT TO EXCEED 48 MONTHS). - CHILD HEALTH PLAN - THE CHILD HEALTH PROGRAM IS A FULLY SUBSIDIZED HEALTH INSURANCE PROGRAM FOR ELIGIBLE LOW-INCOME STUDENTS. 397 SCHOOLS CURRENTLY PARTICIPATE WITHIN THE MULTNOMAH EDUCATION SERVICE DISTRICT, SALEM-KEIZER SCHOOL DISTRICT AND HILLSBORO SCHOOL DISTRICT, BEAVERTON SCHOOL DISTRICT AND CLACKAMAS SCHOOL DISTRICT. STUDENTS MUST BE ENROLLED IN A PARTICIPATING SCHOOL, MEET FINANCIAL CRITERION, AND CANNOT BE ENROLLED IN ANOTHER PRIVATE OR PUBLIC HEALTH CARE PLAN. THE PARTICIPATING SCHOOL DISTRICTS ACT AS THE ADMINISTRATORS FOR THE PROGRAM AND ARE RESPONSIBLE FOR OUTREACH, ELIGIBILITY DETERMINATION AND ENROLLMENT. PARTICIPATION IN MEDICAID AND OTHER GOVERNMENT- SPONSORED PROGRAMS NORTHWEST HEALTH PLAN PROVIDED COVERAGE AND SERVICES VALUED AT $43.7 MILLION (AT COST, NET OF $33.0 MILLION OF RELATED REVENUES) FOR MEMBERS AND NONMEMBERS IN GOVERNMENT-SPONSORED PROGRAMS. MEDICAID PROGRAMS NORTHWEST HEALTH PLAN PARTICIPATED IN THREE MEDICAID PROGRAMS IN OREGON AND WASHINGTON. THE FOLLOWING DESCRIBE THE PROGRAMS AND TARGET POPULATIONS. A) MEDICAID MEMBER PROGRAMS - OREGON HEALTH PLAN - NORTHWEST HEALTH PLAN RECEIVES MONTHLY CAPITATED PREMIUMS FROM OREGON'S DIVISION OF MEDICAL ASSISTANCE PROGRAM (DMAP) THROUGH A PARTNERSHIP WITH HEALTH SHARE OF OREGON (HSO). MEMBERS ARE ENROLLED BASED ON ELIGIBILITY CRITERIA FOR QUALIFIED PARTICIPANTS WHO RESIDE IN CLACKAMAS, MULTNOMAH, WASHINGTON, POLK, AND MARION COUNTIES. - HEALTHY OPTIONS - HEALTHY OPTIONS IS A MEDICAID PROGRAM FOR LOW INCOME INDIVIDUALS THAT MEET ELIGIBILITY REQUIREMENTS FOR MEDICAID. IT IS A STATE PROGRAM MANAGED BY THE WASHINGTON STATE HEALTH CARE AUTHORITY (HCA). NORTHWEST HEALTH PLAN PROVIDES SERVICES TO ELIGIBLE PARTICIPANTS WHO RESIDE IN EITHER CLARK OR COWLITZ COUNTIES THROUGH A SUBCONTRACT WITH MOLINA HEALTHCARE. KFHP-NW WAS SERVING OVER 2,000 HEALTHY OPTIONS PARTICIPANTS AT THE END OF 2013. B) MEDICAID TO NONMEMBERS NORTHWEST HEALTH PLAN CONTRIBUTED $1.7 MILLION IN SUBSIDIZED CARE TO MEDICAID FEE-FOR-SERVICE PATIENTS. WHEN A MEDICAID NONMEMBER RECEIVES SERVICES FROM KAISER PERMANENTE PROVIDERS AT HOSPITALS OR OUTPATIENT SERVICES AS A RESULT OF HOSPITAL VISIT FOLLOW-UP, OR IN-PATIENT SERVICES UNDER THE MEDICAID PROGRAM, THESE EXPENSES ARE RECORDED AS NON-CAPITATED SERVICES AND ARE REPORTED AS PROFESSIONAL AND NON-PROFESSIONAL LOSSES FOR MEDICAID NONMEMBERS. C) OTHER GOVERNMENT PROGRAMS THE OREGON AND WASHINGTON MEDICAL INSURANCE POOLS PROVIDE COVERAGE TO INDIVIDUALS WHO DO NOT HAVE ACCE
SAFETY NET PARTNERSHIPS	THE FOLLOWING ARE THREE OF THE WAYS THAT NORTHWEST HEALTH PLAN CONTRIBUTED RESOURCES TO SUPPORT NONPROFIT SAFETY NET ORGANIZATIONS DURING 2013. 1) VOLUNTEER CLINICS - THESE EVENTS ENCOURAGE, ENGAGE, AND ASSIST KAISER PERMANENTE STAFF WHO VOLUNTEER THEIR SKILLS WITH NONPROFIT HEALTHCARE ORGANIZATIONS. A MAJOR VOLUNTEER PROGRAM HAS BECOME SYNONYMOUS WITH MARTIN LUTHER KING JR. DAY WHEN STAFF ARE ASSIGNED TO VARIOUS NONPROFIT MEDICAL CLINICS WHICH ARE TYPICALLY CLOSED FOR SERVICES ON THIS HOLIDAY. THIS PERMITS THE FACILITIES TO SERVE A GREATER NUMBER OF THE COMMUNITY WITH THEIR HEALTHCARE NEEDS. 2) DENTAL PROGRAM - THIS INITIATIVE PROVIDES SUPPORT STAFF AND FACILITIES FOR THE PROVISION OF MUCH NEEDED DENTAL CARE FOR UNDER- AND UNINSURED IN COWLITZ, LEWIS, AND WAHKIAKUM COUNTIES. PROFESSIONAL SERVICES ARE PROVIDED BY DENTAL FACULTY AND STUDENTS OF THE UNIVERSITY OF WASHINGTON DENTAL SCHOOL AND CLINICS ARE HELD APPROXIMATELY FOUR TIMES PER YEAR. 3) FREE DENTAL CARE DAYS FOR KIDS - SEVERAL OF NORTHWEST HEALTH PLAN'S DENTAL OFFICES PROVIDE FREE DENTAL CARE FOR KIDS ONE OR TWO DAYS EACH YEAR. TYPICALLY, THESE CLINICS ARE HELD ON SATURDAYS, AND CHILDREN ARE REFERRED BY SCHOOL NURSES OR OTHER COMMUNITY RESOURCES. OTHER COMMUNITY BENEFIT INVESTMENTS DURING 2013, NORTHWEST HEALTH PLAN SPENT $1.8 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. ENVIRONMENTAL STEWARDSHIP POOR ENVIRONMENTAL QUALITY CONTRIBUTES TO DISEASE AND ECONOMIC INSECURITY. KAISER FOUNDATION HEALTH PLAN, 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, NORTHWEST 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 NORTHWEST INCLUDED: - REDUCING TOTAL GREENHOUSE GAS EMISSIONS (METRIC TONS CO2E/GROSS SQUARE FOOT) BY 5% COMPARED TO THE 2008 BASELINE FOR ALL FACILITIES AND ASSETS UNDER KFHP-NW'S OPERATIONAL CONTROL. - RECYCLING, REUSING, OR COMPOSTING APPROXIMATELY 40% OF THE WASTE GENERATED IN KFHP-NW'S FACILITIES. - INCREASING SPENDING ON "SUSTAINABLE FOOD" (AS DEFINED BY THE GREEN GUIDE TO HEALTH CARE) TO APPROXIMATELY 18% OF OVERALL SPENDING ON FOOD. - IDENTIFYING THE CHEMICALLY-SAFEST PRODUCTS IN THE FOLLOWING THREE PRODUCT CATEGORIES AND BEGINNING A TRANSITION TO THESE PRODUCTS IN ALL OF KFHP-NW'S FACILITIES: 1) ADULT MATTRESSES (THERAPEUTIC SURFACES); 2) NEONATAL MATTRESSES (THERAPEUTIC SURFACES); AND 3) SHAMPOOS, BODY WASHES, AND LOTIONS USED ON PATIENTS IN NEONATAL INTENSIVE CARE UNITS, PEDIATRIC INTENSIVE CARE UNITS, AND OTHER PEDIATRIC ENVIRONMENTS.
Form 990, Part VI, Question 6	Kaiser foundation health plan, inc. is the sole member. Upon dissolution, remaining assets shall be distributed to a 501(c)(3) organization.
Form 990, Part VI, Questions 7a	KFHP, 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, OH, NW, MAS.
Form 990, Part VI, Question 7b	THE FOLLOWING ACTIONS OF THE CORPORATION REQUIRE APPROVAL OF THE SOLE MEMBER: A) REMOVAL OF THE CHAIRMAN OF THE BOARD OR ANY PRESIDENT; B) Amendment of article d, section d-4 of the bylaws - election and term of office of directors.
Form 990, Part VI, Question 11b	form 990 review process 1. Key information necessary for the preparation of the tax return is obtained and/or confirmed with internal sources including regional finance, executive compensation, community benefits, treasury, government relations, and legal. 2. Community 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, Questions 12c	Compliance Enforcement: A. Regularly and Consistently Monitors Compliance with the Conflicts of Interest Policy - Kaiser Permanente regularly monitors compliance with the Conflicts of Interest Policy in 3 key ways: 1. The Kaiser Permanente Compliance Hotline is available to all employees and vendors to report actual or potential conflicts of interest. All calls are answered by a third party and provided to Kaiser Permanente's National Compliance office for review and appropriate action. Employees can report anonymously. Retaliation is prohibited. Reports of actual or potential Conflicts of Interest are generated and investigations are conducted as required and information is tracked and trended to determine if additional guidance is required to avoid or manage conflicts of interest. Compliance Hotline Reports are provided for review and action to the Kaiser Foundation Health Plan/Hospitals Boards of Directors annually. 2. The National Compliance Office and Internal Audit Services annually review the directors', officers', key employees', and executives' Annual Conflicts of Interest Questionnaire disclosures and provide direction on any investigations required. Investigations are documented, tracked and trended to determine if additional controls or education is required. In addition, Conflicts of Interest Questionnaire Reports are provided for review and action to the Kaiser Foundation Health Plan/Hospitals Boards of Directors annually; and 3. Annually, as a component of the external audit, KPMG reviews the Annual Conflicts of Interest Questionnaires 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, Question 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, Question 18	Available on Guidestar.org website
Form 990, Part VI, Question 19	Public Inspection Copy: Governing documents - are available from the Department of Insurance and maintained on the state agency website or upon request. COI 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 Organization: Individuals who are both officers and members of Boards of Directors work full time as employees as well as fulfill their board assignment. All officers work full time in their employee capacity. Full time work may require in excess of the traditional 40 hour week. Given the integrated nature of our organization, employees may provide support for various Kaiser Permanente companies. The average hours per week reported for the filing organization and related organizations was estimated.
Form 990, Part XI, Line 9	Other changes in net assets or fund balances: Change in Other Comprehensive Income $ 353,897,875 Gain/loss on sale of investments - tax (4,071,767) Gain/loss on sale of investments - book 4,962,194 Other than temporary impairment loss (6,148,014) TOTAL $ 348,640,288
Form 990, Part IX, Line 11g (col. a)	Purchased Medical Service $ 356,881,741

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Kaiser Permanente Oregon Plus LLC	BusinessNameLine1

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)
EIN	202396517	EIN
Primary Activities	HEALTH CARE	PrimaryActivitiesTxt
Legal Domicile State	OR	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

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

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 Health Plan of CO Inc
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	840591617	HEALTH CARE	CO	501(c)(3)	9	KFHP INC	Yes (true)
Kaiser Foundation Health Plan of GA Inc
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	581592076	HEALTH CARE	GA	501(c)(3)	9	KFHP INC	Yes (true)
Kaiser Foundation Health Plan of the MAS
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	520954463	HEALTH CARE	MD	501(c)(3)	9	KFHP INC	Yes (true)
Kaiser Foundation Health Plan of OH Inc
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	340922268	HEALTH CARE	OH	501(c)(3)	9	KFHP INC	Yes (true)
Kaiser Foundation Hospitals
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	941105628	HEALTH CARE	CA	501(c)(3)	3	KFHP INC	Yes (true)
Camp Bowie Service Center
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299123	ADMIN	CA	501(c)(3)	11 - I	KFHP INC	Yes (true)
Kaiser Health Alternatives
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	930954562	HEALTH CARE	OR	501(c)(3)	9	KFHP INC	Yes (true)
Kaiser Hospital Asset Management Inc
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299125	ASSET MGMT	CA	501(c)(3)	11 - I	KFH	Yes (true)
Kaiser Health Plan Asset Management Inc
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299124	ASSET MGMT	CA	501(c)(3)	11 - I	KFHP INC	Yes (true)
Lokahi Assurance Ltd
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	912171891	wc placement	HI	501(c)(3)	11 - I	KFHP INC	Yes (true)
OHP
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	930480268	LEASING	WA	501(c)(3)	11 - I	KFHP INC	Yes (true)
1800 Harrison Foundation
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943317484	FINANCING	CA	501(c)(3)	11 - II	KFHP INC	Yes (true)
KAISER HOSPITAL ASSISTANCE CORPORATION
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	311779500	FINANCING	CA	501(c)(3)	11 - III-NF	KFH	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA 15L	AddressLine1
City	OAKLAND	City
State	CA	State
ZIP Code	94607	ZIPCode

Field	Value	IRS element (for citing)
EIN	203924985	EIN
Primary Activities	CONSULTING	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	Controlled OrganizationControlledOrganizationInd
Archimedes Inc
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	203774729	CONSULTING	CA	NA	C CORP	Yes (true)
Kaiser Permanente International
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943245176	CONSULTING	CA	NA	C CORP	Yes (true)
Kaiser Permanente Insurance Company
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943203402	INSURANCE	CA	NA	C CORP	Yes (true)
Kaiser Properties Services Inc
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943259432	REAL ESTATE	CA	NA	C CORP	Yes (true)
Oak Tree Assurance Ltd
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	030329760	INSURANCE	VT	NA	C CORP	Yes (true)

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

Transactions Related Org TransactionsRelatedOrgGrp (30 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
KAISER FOUNDATION HOSPITALS
I	$1,194,326	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
L	$15,834,918	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
L	$495,801	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF THE MAS inc
L	$140,044	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
L	$4,059,034	PER AGREEMENT
LOKAHI ASSURANCE LTD
L	$7,525,718	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
M	$94,329,490	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
M	$866,329,653	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
M	$493,044	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF GEORGIA inc
M	$351,491	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF THE MAS inc
M	$415,977	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
M	$10,512,967	PER AGREEMENT
LOKAHI ASSURANCE LTD
M	$20,395,197	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF OHIO
M	$51,429	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
P	$51,176,855	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
P	$1,162,872,209	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
P	$253,741	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF THE MAS inc
P	$76,058	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF GEORGIA inc
P	$81,846	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
R	$275,089,555	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
R	$1,368,359,476	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF OHIO
R	$82,109	PER AGREEMENT
LOKAHI ASSURANCE LTD
R	$28,775,200	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
S	$237,039,696	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
S	$378,866,624	PER AGREEMENT
LOKAHI ASSURANCE LTD
S	$29,321,600	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF OHIO
S	$84,925	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
Q	$31,369,663	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
Q	$358,285,514	PER AGREEMENT
LOKAHI ASSURANCE LTD
Q	$13,250,118	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