KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC (EIN 58-1592076)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201223189349302082
- Schema version
- 2011v1.3
- 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) |
|---|---|---|
| Timestamp | 2012-11-13T11:27:58-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581592076 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAISER FDN HEALTH PLAN OF GEORGIAINC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % VP - NATIONAL TAX COMPLIANCE | InCareOfName |
| Name Control | KAIS | NameControl |
| Phone | 5102716611 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH STOKES | Name |
| Title | SVP, CC & CAO | Title |
| Phone | 5102716385 | Phone |
| Date Signed | 2012-11-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2673303000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PETER ANDRUSZKIEWICZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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) |
|---|---|---|
| Gross Receipts | 1165210262 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2161 | TotalNbrEmployees |
| Total Nbr Volunteers | 754 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2350668 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8056693 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 945171878 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1087593114 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5931849 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4236372 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7140775 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 960595170 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1099886179 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9046312 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12022634 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 166674729 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 182121879 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 938805370 | OtherExpensePriorYear |
| Other Expenses Current Year | 935402301 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1114526411 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1129546814 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -153931241 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -29660635 | RevenuesLessExpensesCY |
| Total Assets BOY | 372483994 | TotalAssetsBOY |
| Total Assets EOY | 375804045 | TotalAssetsEOY |
| Total Liabilities BOY | 420376284 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 468048759 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -47892290 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -92244714 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1011943067 | Expense |
| Grants | 0 | Grants |
| Revenue | 1087051961 | Revenue |
| Description | Member health care services and medical training for care improvement Kaiser Foundation Health Plan of Georgia, Inc. (KFHP of Georgia) 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 Georgia educates and trains medical students and other health care professionals and promotes scientific and nursing education in order to improve care. Additional information about Georgia Health Plan's charitable activities can be found in Schedule O, Community Benefit Report. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11589112 | Expense |
| Grants | 0 | Grants |
| Revenue | 541153 | Revenue |
| Description | Charitable Care (Medical Financial Assistance and Charitable Coverage) Health Plan provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. MFA - Health Plan offers financial assistance to help families and individuals that are unable to pay for all or part of the cost of urgent or emergent care provided in Kaiser Permanente facilities. In 2011 this program assisted 2,175 applicants. CHC - The Kaiser Permanente Bridge Program is uniquely designed to help uninsured; income eligible individuals obtain subsidized health care coverage for up to 24 months. As a community benefit, Kaiser Permanente subsidizes 95% of the premium. Community agencies partner to identify clients/students whose income falls at or below 300% of the federal poverty level and meet all other eligibility criteria. Throughout 2011, 2,617 individuals were enrolled in the Bridge Program and we ended the year with 1,027 members. Additional information about Georgia Health Plan's charitable activities can be found in Schedule O, Community Benefit Report. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12022634 | Expense |
| Grants | 12022634 | Grants |
| Revenue | 0 | Revenue |
| Description | Grants and Donations The Georgia Region Health Plan offered a variety of health education classes, events and programs to both members and the general public. Classes included heart health, healthy cooking, and benefits of physical activity, smoking cessation, weight loss, parenting, diabetes, stress management, and managing chronic illness. In 2011 KPGA offered a variety of healthy living classes and customized programs to over 1,050 clients of 3 Metro Atlanta "Y" branches who serve vulnerable communities- (Villages of Carver Family, Eastlake and Andrew Young). The Georgia region also sponsored the Green Market, a weekly farmers' market (May-December) offering a variety of organic fruits, vegetables, fresh cut flowers, baked goods as well as healthy cooking demonstrations and Tai Chi Classes. In 2011, 77,500 people attended the Green Market. Additional information about Georgia Health Plan's charitable activities can be found in Schedule O, Community Benefit Report. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4463762 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | SCH. O, COMMUNITY BENEFIT REPORT | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4463762 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 1040018575 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1241 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2161 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | VP - NATIONAL TAX COMPLIANCE | NamePerson |
| Telephone Number | 5102716385 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE KAISER PLAZA STE 15L | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Peter Andruszkiewicz | |||||||||
| Region President - Georgia | 30.0 | X | X | 0 | 634729 | 138008 | |||
| Kerry Kohnen | |||||||||
| Region President - Georgia | 40.0 | X | X | 0 | 695379 | 141557 | |||
| Jeffrey Koplan | |||||||||
| Director | 1.0 | X | 12000 | 0 | 0 | ||||
| Donna Lynne | |||||||||
| Director | 4.0 | X | X | 0 | 1314917 | 222947 | |||
| J Neal Purcell | |||||||||
| Director | 1.0 | X | 13000 | 221858 | 0 | ||||
| Bernard Tyson | |||||||||
| Director & Chair | 5.0 | X | X | 0 | 2800296 | 482152 | |||
| George Halvorson | |||||||||
| Chairman and CEO | 5.0 | X | 0 | 7861915 | 74595 | ||||
| Kathryn Lancaster | |||||||||
| EVP & CFO | 4.0 | X | 0 | 2109102 | 289626 | ||||
| Kirkland McGhee | |||||||||
| VP, Regional Counsel - GA | 50.0 | X | 0 | 218783 | 38441 | ||||
| Thomas Meier | |||||||||
| SVP, Corporate Treasurer | 3.0 | X | 0 | 802247 | 110802 | ||||
| Donald Orndoff | |||||||||
| SVP, NFS | 5.0 | X | 0 | 634274 | 137999 | ||||
| Arthur Southam | |||||||||
| EVP, Health Plan Operations | 5.0 | X | 0 | 2649224 | 348687 | ||||
| Deborah Stokes | |||||||||
| SVP, CC & CAO | 4.0 | X | 0 | 720302 | 118018 | ||||
| Victoria Zatkin | |||||||||
| Assistant Secretary | 4.0 | X | 0 | 314768 | 84531 | ||||
| Mark Zemelman | |||||||||
| SVP, Gen Counsel & Secretary | 3.0 | X | 0 | 778576 | 191923 | ||||
| James Cullinan | |||||||||
| VP, Mktg Sales & Bus Dev't | 30.0 | 0 | 278833 | 65822 | X | ||||
| Carrie J Jennison | |||||||||
| VP, CFO - Georgia | 30.0 | 0 | 617276 | 83687 | X | ||||
| Michael Bernard Wathen | |||||||||
| VP, HP Svcs Admin - GA | 30.0 | 0 | 143984 | 41765 | X | ||||
| Dawn Bading | |||||||||
| VP, Human Resources - GA | 30.0 | 0 | 255070 | 69883 | X | ||||
| Lori k Ehrlich | |||||||||
| Sr Sales Exec. - Large Group | 30.0 | 0 | 323634 | 27565 | X | ||||
| Jonna Kirkwood | |||||||||
| VP, Operations - GA | 30.0 | 0 | 257853 | 86309 | X | ||||
| Carolyn J Mustille | |||||||||
| VP, Quality, Service & Nursing | 30.0 | 0 | 267369 | 89467 | X | ||||
| Beverly Thomas | |||||||||
| VP, Community & Public Affairs | 30.0 | 0 | 300208 | 78600 | X | ||||
| Frank Boone | |||||||||
| VP, Finance | 0.0 | 0 | 185876 | 46778 | X | ||||
| Steven Zatkin | |||||||||
| Consultant | 0.0 | 0 | 574121 | 76925 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 25000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 24960594 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3046087 | TotalOtherCompensation |
| Number Individuals GT100 K | 165 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PIEDMONT HOSPITAL | |||||
| PO BOX 102526 | ATLANTA | GA | 30368 | MEDICAL SERVICES | 59057983 |
| NORTHSIDE HOSPITAL | |||||
| PO BOX 101818 | ATLANTA | GA | 30392 | MEDICAL SERVICES | 73777759 |
| SOUTHEASTERN PERMANENTE MEDICAL GRO | |||||
| 3495 PIEDMONT ROAD NE | ATLANTA | GA | 30305 | MEDICAL SERVICES | 365807869 |
| CHILDREN'S HEALTHCARE OF ATLANTA | |||||
| PO BOX 116101 | ATLANTA | GA | 30368 | MEDICAL SERVICES | 14224131 |
| BRASFIELD GORRIE LLC | |||||
| 1990 VAUGHN ROAD 100 | KENNESAW | GA | 30144 | GENERAL CONTRACTING | 12597815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 358 | NumberOfContractorsGT100K |
| Related Organizations | 7784437 | RelatedOrganizations |
| Government Grants | 8919 | GovernmentGrants |
| All Other Contributions | 263337 | AllOtherContributions |
| Total Contributions | 8056693 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERS HEALTH CARE | 621400 | 831545002 | 831545002 |
| SUPPLEMENTAL CHARGE | 621400 | 49055815 | 49055815 |
| NON-PLAN & INDUSTRIAL | 621400 | 2911296 | 2911296 |
| OTHER PROGRAM SERVICES | 621400 | 36338064 | 36338064 |
| MEDICARE/MEDICAID PAYMENTS | 621400 | 167742937 | 167742937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1087593114 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3549083 | TotalRevenueColumn |
| Exclusion | $3,549,083 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 66000908 | Securities |
| Other | 10464 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 65320963 | Securities |
| Other | 3120 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 679945 | Securities |
| Other | 7344 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 687289 | TotalRevenueColumn |
| Exclusion | $687,289 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1099886179 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1087593114 | RelatedOrExemptFunctionIncome |
| Exclusion | $4,236,372 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12022634 | Total |
| Program Services | 12022634 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25000 | Total |
| Management And General | 25000 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137262384 | Total |
| Program Services | 117939558 | ProgramServices |
| Management And General | 19322826 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12696811 | Total |
| Program Services | 12696811 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22111762 | Total |
| Program Services | 16621965 | ProgramServices |
| Management And General | 5489797 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10025922 | Total |
| Program Services | 10025922 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2540 | Total |
| Management And General | 2540 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 952768 | Total |
| Management And General | 952768 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165687 | Total |
| Management And General | 165687 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83805409 | Total |
| Program Services | 66974139 | ProgramServices |
| Management And General | 16831270 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20912348 | Total |
| Program Services | 13251580 | ProgramServices |
| Management And General | 7660768 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2325918 | Total |
| Program Services | 2066973 | ProgramServices |
| Management And General | 258945 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68526935 | Total |
| Program Services | 57935135 | ProgramServices |
| Management And General | 10591800 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11298814 | Total |
| Program Services | 11298814 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1546156 | Total |
| Program Services | 1161992 | ProgramServices |
| Management And General | 384164 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 519278 | Total |
| Management And General | 519278 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10958793 | Total |
| Program Services | 10958793 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15022540 | Total |
| Program Services | 15022540 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1772669 | Total |
| Program Services | 1772669 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PURCHASED MEDICAL SVC - BCP | 543339983 | 543339983 | |
| SUPPLIES | 117070088 | 106373263 | 10696825 |
| INTER-REGIONAL CHARGES | 30690865 | 25959923 | 4730942 |
| REPAIRS & MAINTENANCE | 8876033 | 8804913 | 71120 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17615477 | Total |
| Program Services | 5790968 | ProgramServices |
| Management And General | 11824509 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1129546814 | Total |
| Program Services | 1040018575 | ProgramServices |
| Management And General | 89528239 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 406177 | BOY |
| EOY | 695806 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26718979 | BOY |
| EOY | 32310378 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9806294 | BOY |
| EOY | 10527838 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 867207 | BOY |
| EOY | 1280557 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 331584283 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 145360539 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140809725 | BOY |
| EOY | 186223744 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193511986 | BOY |
| EOY | 144304913 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363626 | BOY |
| EOY | 460809 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372483994 | BOY |
| EOY | 375804045 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84150555 | BOY |
| EOY | 97667730 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9470758 | BOY |
| EOY | 16107012 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326754971 | BOY |
| EOY | 354274017 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420376284 | BOY |
| EOY | 468048759 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5665218 | BOY |
| EOY | 5665218 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -53557508 | BOY |
| EOY | -97909932 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -47892290 | BOY |
| EOY | -92244714 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372483994 | BOY |
| EOY | 375804045 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -29660635 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -14691789 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1562162 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1882337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2057241 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2350668 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8056693 | CurrentTaxYear |
| Total | 15909101 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1041404677 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1083297320 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1060150602 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 945171878 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1087593114 | CurrentTaxYear |
| Total | 5217617591 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1042966839 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1085179657 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1062207843 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 947522546 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1095649807 | CurrentTaxYear |
| Total | 5233526692 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 5233526692 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7749684 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6513719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5254905 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4327774 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3549083 | CurrentTaxYear |
| Total | 27395165 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7749684 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6513719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5254905 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4327774 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3549083 | CurrentTaxYear |
| Total | 27395165 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1050716523 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1091693376 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1067462748 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 951850320 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1099198890 | CurrentTaxYear |
| Total | 5260921857 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99479 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99396 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00521 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00604 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Form4720 Filed | false | Form4720Filed |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Publications Or Broadcast | true | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $156,312 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $9,375 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 165687 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE C, PART II-B, LINE 1A THROUGH 1I | Identifier |
| Return Reference | LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES | ReturnReference |
| Explanation | The Organization is a member of the Kaiser Permanente Medical Care Program and participated and benefited from lobbying activities conducted at the regional and national level for the benefit of its enrolled members and for the health care industry as a whole. As an organization generally exempt from income tax under Internal Revenue Code Section 501(c)(3), Health Plan has a policy prohibiting internal involvement in any political campaigns. This policy is closely monitored for compliance. During the year this Organization may have made comments or statements concerning legislation which may affect the health care industry. Health Plan may have engaged in telephone conversations and/or written letters 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 has several employees and/or may retain a professional consultant to represent Health Plan's interests in various legislative and regulatory bodies and from time-to-time to keep informed of 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 Interest of Health Plan and its members 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 in a cost effective environment. - 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. - Also by preparing written and oral testimony, these individuals appear at legislative hearings, monitor legislative proceedings and meet with legislators and/or their staffs regarding issues pertinent to the mission of Health Plan. Those 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 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. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24371491 | OtherCostOrOtherBasis |
| Book Value | 24371491 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 125305855 | OtherCostOrOtherBasis |
| Depreciation | 59390835 | Depreciation |
| Book Value | 65915020 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34127275 | OtherCostOrOtherBasis |
| Depreciation | 18101660 | Depreciation |
| Book Value | 16025615 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 94025417 | OtherCostOrOtherBasis |
| Depreciation | 62897389 | Depreciation |
| Book Value | 31128028 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 53754245 | OtherCostOrOtherBasis |
| Depreciation | 4970655 | Depreciation |
| Book Value | 48783590 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 186223744 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PENSION PLAN PAYABLE | $63,786,210 |
| SELF INS RISK-PROF PUBLIC LIAB | $34,125,900 |
| OTHER CURRENT LIABILITIES | $6,655,981 |
| OTHER LONG-TERM LIABILITIES | $7,979,590 |
| DUE TO AFFILIATED ORGANIZATION | $56,957,689 |
| PREMIUM DEFICIENCY RESERVE | $18,998,480 |
| NOTE PAYABLE TO AFFILIATES | $164,330,167 |
| SELF INS RISK - WORKERS COMP | $1,440,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 354274017 | TotalOfAmounts |
| Total Revenue | 1099886179 | TotalRevenue |
| Total Expenses | 1129546814 | TotalExpenses |
| Excess Or Deficit For Year | -29660635 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -542029 | NetUnrealizedGLOnInvestments |
| Other | -$14,149,760 | OtherAmount |
| Total Adjustments | -14691789 | TotalAdjustments |
| Excess Or Deficit Per FS | -44352424 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1082662332 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -542029 | NetUnrealizedGainsInvestments |
| Other Revenues | 5943538 | OtherRevenues |
| Revenue Not Rptd F990 | 5401509 | RevenueNotRptdF990 |
| Revenue Subtotal | 1077260823 | RevenueSubtotal |
| Other Revenues Not Included | 22625356 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 22625356 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1099886179 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1127014756 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -2532058 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -2532058 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1129546814 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1129546814 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE D, PART X, LINE 2 | FIN 48 FOOTNOTE | NOT REQUIRED |
| SCHEDULE D, PART XI, LINE 8 | RECONCILIATION OF CHANGE IN NET ASSETS | DECREASE IN PENSION & OTHER COMPREHENSIVE INCOME <$13,935,473> GAIN/LOSS ON INVESTMENTS - TAX < 679,945> GAIN/LOSS ON INVESTMENTS - BOOK 959,929 SEE "NOTE 1" < 494,271> ____________ TOTAL <$14,149,760> 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 REVENUE | LINE 2D: INTER-ENTITY REVENUE - RECLASS 5,477,880 GAIN/LOSS ON INVESTMENTS - BOOK 959,929 OTTI < 494,271> _____________ TOTAL $5,943,538 LINE 4B: FIXED ASSET LOSS - RECLASS <$ 980> PREMIUM DEFICIENCY RESERVES - RECLASS 21,946,391 GAIN/LOSS ON INVESTMENTS - TAX 679,945 ___________ TOTAL $22,625,356 |
| SCHEDULE D, PART XIII | RECONCILIATION OF EXPENSES | LINE 2D: FIXED ASSET LOSS - RECLASS $ 980 INTER-ENTITY REVENUE - RECLASS 5,477,880 DECREASE IN PENSION & OTHER COMPREHENSIVE INCOME 13,935,473 PREMIUM DEFICIENCY RESERVES - RECLASS <21,946,391> _____________ TOTAL <$ 2,532,058> |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (106 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AID Gwinnett Inc | ||||||||
| 3075 Breckinridge Blvd415 | Duluth | GA | 30096 | 581973324 | 501(c)(3) | 75000 | High-Risk Youth HIV | |
| American Heart Association Inc | ||||||||
| 1101 Northchase Pkwy 1 | Marietta | GA | 30067 | 135613797 | 501(c)(3) | 92880 | Children's Nutrition | |
| Angel Flight of Georgia Inc | ||||||||
| 2000 Airport Rd 227 | Atlanta | GA | 30341 | 581702239 | 501(c)(3) | 37344 | Fly A Metro Atlantan | |
| Armstrong Atlantic State Univ Fdn Inc | ||||||||
| 11935 Abercorn St | Savannah | GA | 31419 | 581577237 | 501(c)(3) | 25000 | Nursing Recruitment | |
| Arthritis Foundation SE Region Inc | ||||||||
| 2970 Peachtree Rd NW 200 | Atlanta | GA | 30305 | 383806275 | 501(c)(3) | 30000 | Life Improvement | |
| Assoc of State &Territorial Chronic Disease | ||||||||
| 2872 Woodstock Blvd 220 | Atlanta | GA | 30341 | 731328414 | 501(c)(3) | 99864 | School Network Proj | |
| Athens Area Community Fdn Inc | ||||||||
| 1240 S Lumpkin St | Athens | GA | 30602 | 261838979 | 501(c)(3) | 25000 | Athens Health Netwrk | |
| Atlanta Bicycle Coalition | ||||||||
| 213 Mitchell St | Atlanta | GA | 30303 | 581996013 | 501(c)(3) | 10000 | Bicycle Educ Prog | |
| Atlanta Community Food Bank Inc | ||||||||
| 732 Joseph E Lowery Blvd NW | Atlanta | GA | 30318 | 581376648 | 501(c)(3) | 75000 | Nutrition Education | |
| Atlanta Leadership Development Fdn Inc | ||||||||
| Ten Peachtree Place 620 | Atlanta | GA | 30309 | 237015688 | 501(c)(3) | 6000 | Health Day 2011 | |
| Atlanta Regional Commission | ||||||||
| 40 Courtland St NE | Atlanta | GA | 30303 | 586002324 | 501(c)(3) | 68000 | Sr Community Garden | |
| Atlanta Women's Fdn Inc | ||||||||
| 50 Hurt Plaza 401 | Atlanta | GA | 30303 | 582389721 | 501(c)(3) | 125000 | Women's Foundation | |
| Atlanta BeltLine Partnership Inc | ||||||||
| 50 Hurt Plaza 910 | Atlanta | GA | 30303 | 562464486 | 501(c)(3) | 1250000 | Beltline Project | |
| Boys and Girls Clubs of Metro Atlanta Inc | ||||||||
| 100 Edgewood Ave NE 700 | Atlanta | GA | 30303 | 580566123 | 501(c)(3) | 75000 | Teen Ambassadors | |
| Brain Tumor Fdn for Children Inc | ||||||||
| 6065 Roswell Rd NE 505 | Atlanta | GA | 30328 | 581524616 | 501(c)(3) | 30000 | Butterfly Fund Hosp | |
| Camp Kudzu Inc | ||||||||
| 5885 Glenridge Dr 160 | Atlanta | GA | 30328 | 582449646 | 501(c)(3) | 25000 | Diabetes Management | |
| Camp Twin Lakes Inc | ||||||||
| 600 Means St 110 | Atlanta | GA | 30318 | 581826782 | 501(c)(3) | 22100 | Sustainable EducFarm | |
| Center for Pan Asian Community Svcs Inc | ||||||||
| 3510 Shallowford Rd NE | Atlanta | GA | 30341 | 581437980 | 501(c)(3) | 72810 | Dowa Clinic | |
| Chattahoochee Nature Center Inc | ||||||||
| 9135 Willeo Rd | Roswell | GA | 30075 | 581275604 | 501(c)(3) | 32553 | Community Garden | |
| Children's Healthcare of Atlanta Inc | ||||||||
| 1584 Tullie Circle NE | Atlanta | GA | 30329 | 581710601 | 501(c)(3) | 1000000 | Children Healthcare | |
| CHRIS Kids Inc | ||||||||
| 3109 Clairmont Rd B | Atlanta | GA | 30329 | 581430183 | 501(c)(3) | 50000 | Trauma Treatment | |
| Clarkston Community Center Fdn Inc | ||||||||
| 3701 College Ave | Clarkston | GA | 30021 | 582127610 | 501(c)(3) | 20000 | Food Security/Active | |
| Clayton County Board of Health | ||||||||
| 1117 Battlecreek Rd | Jonesboro | GA | 30236 | 581108112 | Government | 75000 | Hyperten & Diabetes | |
| Clayton State University Fdn Inc | ||||||||
| 2000 Clayton State Blvd | Morrow | GA | 30260 | 237419285 | 501(c)(3) | 85000 | Nursing Recruitment | |
| Cobb County Board of Health | ||||||||
| 1650 County Srvcs Pkwy | Marietta | GA | 30008 | 581517015 | Government | 75000 | Babies Born Healthy | |
| Cobb County Community Services Board | ||||||||
| 3830 S Cobb Dr 300 | Smyrna | GA | 30080 | 582107033 | Government | 75000 | Project Gateway | Suite 200 |
| Community Advanced Practice Nurses Inc | ||||||||
| 173 Boulevard NE | Atlanta | GA | 30312 | 582435328 | 501(c)(3) | 74847 | Healthcare/Med Home | |
| DeKalb Community Service Board | ||||||||
| 445 Winn Way 4th Fl | Decatur | GA | 30031 | 582104166 | Government | 74029 | Telehealth | |
| DeKalb County Board of Health | ||||||||
| 445 Winn Way | Decatur | GA | 30031 | 581417092 | Government | 75000 | Expansion HIV Prg | |
| DeKalb Habitat for Humanity | ||||||||
| 2915 Midway Rd | Decatur | GA | 30030 | 581792761 | 501(c)(3) | 90000 | A Brush w/ Kindness | |
| Diabetes Association of Atlanta Inc | ||||||||
| 100 Edgewood Ave NE 1004 | Atlanta | GA | 30303 | 580973055 | 501(c)(3) | 65000 | Diabetes Prevention | |
| Families First Inc | ||||||||
| 1105 W Peachtree St NE | Atlanta | GA | 30357 | 581054331 | 501(c)(3) | 84250 | Healthy Babies/Moms | |
| Fayette Care Clinic Inc | ||||||||
| 1260 Highway 54W101 | Fayetteville | GA | 30214 | 200314897 | 501(c)(3) | 85000 | FCC Community Wellns | |
| Fernbank Inc | ||||||||
| 767 Clifton Rd | Atlanta | GA | 30307 | 586028607 | 501(c)(3) | 50000 | Fernbank Youth Educ | |
| First Step Staffing | ||||||||
| 236 Auburn Ave NE 203 | Atlanta | GA | 30303 | 208038859 | 501(c)(3) | 65000 | First Step Staffing | |
| Four Corners Primary Care Centers Inc | ||||||||
| 5030 Georgia Belle Court | Norcross | GA | 30093 | 205870972 | 501(c)(3) | 74963 | Keep in Touch Prog | |
| Georgia Campaign AdolescPregn Prevent Inc | ||||||||
| 1450 W Peachtree St NW 200 | Atlanta | GA | 30309 | 311520709 | 501(c)(3) | 46719 | Be Proud/Respons | |
| Georgia Conservancy Inc | ||||||||
| 817 W Peachtree St 200 | Atlanta | GA | 30308 | 581027246 | 501(c)(3) | 52350 | Dev & Training | |
| Georgia Family Connection Partnership Inc | ||||||||
| 235 Peachtree St 1600 | Atlanta | GA | 30303 | 581888262 | 501(c)(3) | 75000 | Reducing Low Birthwt | |
| Georgia Free Clinic Network Inc | ||||||||
| 1015 Donald Lee Hollowell Pkwy 20 | Atlanta | GA | 30318 | 800100336 | 501(c)(3) | 49425 | GFCN Operating Suprt | |
| Georgia Health News Inc | ||||||||
| 2635 Rangewood Court | Atlanta | GA | 30345 | 273543332 | 501(c)(3) | 8500 | HealthCare SafetyNet | |
| Georgia Lions Lighthouse Fdn Inc | ||||||||
| 5582 Peachtree Rd | Chamblee | GA | 30341 | 580548732 | 501(c)(3) | 50000 | Access Vision Care | Suite 290 |
| Georgia Organics Inc | ||||||||
| 200 A Ottley Dr | Atlanta | GA | 30324 | 582345310 | 501(c)(3) | 75000 | GA Organics Iniative | |
| Georgia Perimeter College Fdn Inc | ||||||||
| 3251 Panthersville Rd | Decatur | GA | 30034 | 581492364 | 501(c)(3) | 85000 | Nursing Recruitment | |
| Georgia Southern University Fdn Inc | ||||||||
| 2472 Akins Blvd | Statesboro | GA | 30460 | 586034031 | 501(c)(3) | 25000 | Nursing Recruitment | |
| Georgia State University Fdn Inc | ||||||||
| One Park Place 533 | Atlanta | GA | 30303 | 586033185 | 501(c)(3) | 92500 | Nursing Recruitment | |
| Girl Scout Council of Northwest GA Inc | ||||||||
| 5601 N Allen Rd | Mableton | GA | 30126 | 580566190 | 501(c)(3) | 25000 | Summer Ed & Wellness | |
| Good News Clinics Inc | ||||||||
| 810 Pine St | Gainesville | GA | 30501 | 582058853 | 501(c)(3) | 75000 | Promoting Wellness | |
| Good Samaritan Health & Wellness Ctr Inc | ||||||||
| 175 Samaritan Way | Jasper | GA | 30143 | 582576315 | 501(c)(3) | 63750 | Community Needs Proj | |
| Good Samaritan Health Center of Cobb Inc | ||||||||
| 1605 Roberta Dr SW | Marietta | GA | 30008 | 320045238 | 501(c)(3) | 75000 | Primary Medical | |
| Good Samaritan Health Center Inc | ||||||||
| 1015 Donald Lee Hollowell Pkwy | Atlanta | GA | 30318 | 582373395 | 501(c)(3) | 75000 | Patient Navigation | |
| Grant Park Family Health Center Inc | ||||||||
| 1340 Boulevard SE | Atlanta | GA | 30315 | 581577640 | 501(c)(3) | 69474 | Hispanic Diabetes | |
| Gwinnett Community Clinic Inc | ||||||||
| 2160 Fountain Dr | Snellville | GA | 30078 | 581868227 | 501(c)(3) | 22500 | Primary Care | |
| HABESHA Inc | ||||||||
| 477 Windsor St | Atlanta | GA | 30312 | 020536428 | 501(c)(3) | 10750 | Urban Agriculture | |
| Hands of Hope Clinic Inc | ||||||||
| 1010 Hospital Dr B | Stockbridge | GA | 30281 | 421591970 | 501(c)(3) | 37750 | Diabetic Self-Care | |
| Health Educ Assessment & Leadership Inc | ||||||||
| 1300 Joseph E Boone Blvd NW | Atlanta | GA | 30314 | 263990559 | 501(c)(3) | 33357 | HEALing Community | |
| Heritage Fund of Atlanta Medical Assoc Inc | ||||||||
| 100 Edgewood Ave NE 975 | Atlanta | GA | 30303 | 582372394 | 501(c)(3) | 9100 | Heritage Fund | |
| Hispanic Health Coalition of Georgia Inc | ||||||||
| 424 Decatur St | Atlanta | GA | 30312 | 752995466 | 501(c)(3) | 37060 | Prenatal Care | |
| Hope Health Clinic Inc | ||||||||
| 125 N 10th St | Griffin | GA | 30223 | 200719396 | 501(c)(3) | 75000 | Dietary Effect | |
| Jerusalem House Inc | ||||||||
| 17 Executive Pk Dr NE290 | Atlanta | GA | 30329 | 581829807 | 501(c)(3) | 50000 | Housing Programs | |
| Junior Achievement of Georgia Inc | ||||||||
| 460 Abernathy Rd | Atlanta | GA | 30328 | 580598050 | 501(c)(3) | 35000 | Program Support | |
| Keep Cobb Beautiful Inc | ||||||||
| 1940 County Srvcs Pkwy | Marietta | GA | 30008 | 581659192 | 501(c)(3) | 9800 | Medication Disposal | |
| Kennesaw State University Fdn Inc | ||||||||
| 1000 Chastain Rd | Kennesaw | GA | 30066 | 237034345 | 501(c)(3) | 99915 | Nursing Recruitment | |
| Macon College Fdn Inc | ||||||||
| 100 College Station DrA217 | Macon | GA | 31210 | 237066010 | 501(c)(3) | 25000 | Nursing Endowment | |
| Martin Luther King Jr Ctr Nonviolent Social | ||||||||
| 449 Auburn Ave NE | Atlanta | GA | 30312 | 581030989 | 501(c)(3) | 13500 | Awards Dinner | |
| Martin Luther King Jr Poor Peoples Church | ||||||||
| 1035 Donnelly Ave SW | Atlanta | GA | 30310 | 581340903 | 501(c)(3) | 50000 | Community Outrch Prg | |
| McIntosh Trail Community Service Board | ||||||||
| 1501-A Kalamazoo Dr | Griffin | GA | 30224 | 582098758 | Government | 74859 | Spalding Health | Suite 100 |
| Ministries United for Service & Training | ||||||||
| 1407 Cobb Pkwy N | Marietta | GA | 30061 | 582034725 | 501(c)(3) | 58140 | Summer Lunch | |
| Morehouse College | ||||||||
| 830 Westview Dr | Atlanta | GA | 30314 | 580566205 | 501(c)(3) | 25000 | Scholarship Fund | NW |
| National Mental Health Assoc of GA Inc | ||||||||
| 100 Edgewood Ave 502 | Atlanta | GA | 30303 | 580611310 | 501(c)(3) | 56000 | Access and Treatment | |
| New Hope Initiatives Inc | ||||||||
| 970 Jefferson St | Atlanta | GA | 30318 | 270230104 | 501(c)(3) | 40000 | Job Readiness | |
| North Fulton Community Charities Inc | ||||||||
| 11270 Elkins Rd | Roswell | GA | 30076 | 581521088 | 501(c)(3) | 25000 | Emergency Financial | |
| Oakhurst Community Garden Project Inc | ||||||||
| 435 Oakview Rd | Decatur | GA | 30030 | 582339007 | 501(c)(3) | 20000 | Youth Outreach | |
| Our House Inc | ||||||||
| 711 Columbia Dr | Decatur | GA | 30030 | 581743333 | 501(c)(3) | 15000 | Family Advocacy | Suite 300 |
| Palmetto Health Council Inc | ||||||||
| 547 Ponce de Leon Ave200 | Atlanta | GA | 30308 | 581307597 | 501(c)(3) | 75000 | Case Mgmt Project | |
| Park Pride Atlanta Inc | ||||||||
| 233 Peachtree St NE 1600 | Atlanta | GA | 30303 | 581883895 | 501(c)(3) | 33550 | Community Gardens | |
| Partnership Against Domestic Violence | ||||||||
| 114 New St L | Decatur | GA | 30030 | 581314556 | 501(c)(3) | 50000 | Violence Prevention | |
| Pedestrians Educating Drivers Safety | ||||||||
| 1389 Peachtree St NE 202 | Atlanta | GA | 30309 | 582267503 | 501(c)(3) | 25000 | Safe Routes Transit | |
| Piedmont Park Conservancy Inc | ||||||||
| 400 Park Dr NE | Atlanta | GA | 30306 | 581551369 | 501(c)(3) | 345000 | Healthy Living | |
| Project Open Hand-Atlanta Inc | ||||||||
| 176 Ottley Dr | Atlatnta | GA | 30324 | 581816778 | 501(c)(3) | 65000 | Market Basket Pantry | |
| Rally Fdn Inc | ||||||||
| 5775 Glenridge Dr Bldg B 370 | Atlanta | GA | 30328 | 201950849 | 501(c)(3) | 7500 | Public Policy | |
| Robert W Woodruff Arts Center Inc | ||||||||
| 1280 Peachtree St NE | Atlanta | GA | 30309 | 580633971 | 501(c)(3) | 99000 | Corporate Campaign | |
| Rockdale Coalition Chidlren & Families | ||||||||
| 2796 Georgia Highway 20 S | Conyers | GA | 30013 | 582336561 | 501(c)(3) | 10000 | Mercy Heart Clinic | |
| Senior Citizen Svcs Metropolitan Atlanta | ||||||||
| 1705 Commerce Dr NW | Atlanta | GA | 30318 | 580960309 | 501(c)(3) | 49125 | Extra Helping | |
| Senior Connections Inc | ||||||||
| 5328 Peachtree Rd | Chamblee | GA | 30341 | 581187876 | 501(c)(3) | 50000 | Meals On Wheels Svcs | |
| Senior Services North Fulton Inc | ||||||||
| 490 Sun Valley Dr 202 | Roswell | GA | 30076 | 581948370 | 501(c)(3) | 25000 | Seniors (TOPS) | |
| Special Olympics Georgia Inc | ||||||||
| 4000 DeKalb Technology Pkwy 400 B | Atlanta | GA | 30340 | 237201676 | 501(c)(3) | 7500 | Health and Wellness | |
| Susan G Komen Breast Cancer Fdn | ||||||||
| 4840 Roswell Rd Bldg D 100 | Atlanta | GA | 30342 | 581959763 | 501(c)(3) | 25000 | Komen Race for Cure | |
| The Center Black Women's Wellness CBWW | ||||||||
| 477 Windsor St SW 309 | Atlanta | GA | 30312 | 582212203 | 501(c)(3) | 70433 | Safety Net Clinic | |
| The Center for Family Resources Inc | ||||||||
| 995 Roswell St 100 | Marietta | GA | 30060 | 580876634 | 501(c)(3) | 50000 | Building Strong Comm | |
| The Community Fdn Greater Atlanta Inc | ||||||||
| 50 Hurt Plaza 449 | Atlatnta | GA | 30303 | 581344646 | 501(c)(3) | 1175000 | The Centers of Hope | |
| The Corporation of Mercer University | ||||||||
| 3001 Mercer University Dr | Atlanta | GA | 30341 | 580566167 | 501(c)(3) | 30000 | KP Pharm Endowment | |
| The Environmental Fund for Georgia Inc | ||||||||
| 1447 Peachtree St 214 | Atlanta | GA | 30309 | 582022001 | 501(c)(3) | 97910 | 2011 KP CorpContrib | |
| The Henry W Grady Health System Fdn | ||||||||
| 50 Hurt Plaza 803 | Atlanta | GA | 30303 | 582130437 | 501(c)(3) | 2023500 | Ambulatory Care Ctr | |
| The Leukemia & Lymphoma Society Inc | ||||||||
| 3715 Northside Pkwy Bldg 400 300 | Atlanta | GA | 30327 | 135644916 | 501(c)(3) | 25500 | Pt Financial Aid Prg | |
| The Morehouse School Of Medicine Inc | ||||||||
| 720 WestviewDr SW 238 | Atlanta | GA | 30310 | 581438873 | 501(c)(3) | 160000 | Strategic Partnershp | |
| The Sheltering Arms | ||||||||
| 385 Centennial Olympic Park Dr | Atlanta | GA | 30313 | 580566236 | 501(c)(3) | 20000 | Operation StoryBook | |
| Trees Atlanta Inc | ||||||||
| 225 Chester Ave | Atlanta | GA | 30316 | 581584758 | 501(c)(3) | 90000 | Docent Education | |
| United Way of Metropolitan Atlanta Inc | ||||||||
| 100 Edgewood Ave NE | Atlanta | GA | 30303 | 580566194 | 501(c)(3) | 800000 | Healthy Communities | |
| University of Georgia Fdn | ||||||||
| 394 S Milledge Ave 100 | Athens | GA | 30602 | 586033837 | 501(c)(3) | 25000 | KP Pharm Endowment | |
| University of West Georgia Fdn Inc | ||||||||
| 1601 Maple St | Carrollton | GA | 30118 | 586056464 | 501(c)(3) | 20000 | KP Nurse Scholarship | |
| Voices for Georgia's Children | ||||||||
| 100 Edgewood Ave NE 1580 | Atlanta | GA | 30303 | 020678823 | 501(c)(3) | 64987 | Advocacy & Consumer | |
| Year Up Inc | ||||||||
| 730 Peachtree St | Atlanta | GA | 30308 | 043534407 | 501(c)(3) | 28540 | Literacy & Preventn | |
| YMCA of Metropolitan Atlanta Inc | ||||||||
| 100 Edgewood Ave 1100 | Atlanta | GA | 30303 | 580566253 | 501(c)(3) | 300000 | HEAL Fund | |
| YWCA Greater Atlanta | ||||||||
| 957 N Highland Ave NE | Atlanta | GA | 30306 | 580593442 | 501(c)(3) | 50000 | ENCOREplus Program | |
| YWCA NW Georgia | ||||||||
| 48 Henderson St SW | Marietta | GA | 30064 | 580617782 | 501(c)(3) | 37500 | Operating Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 106 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| 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 $100K) may require quarterly progress reports. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (24 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Peter Andruszkiewicz | |||||||||||||
| 0 | 162469 | 0 | 241999 | 0 | 230261 | 0 | 130331 | 0 | 7677 | 0 | 772737 | 0 | 220256 |
| Dawn Bading | |||||||||||||
| 0 | 185982 | 0 | 37951 | 0 | 31137 | 0 | 53177 | 0 | 16706 | 0 | 324953 | 0 | 0 |
| Frank Boone | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 185876 | 0 | 32479 | 0 | 14299 | 0 | 232654 | 0 | 0 |
| James Cullinan | |||||||||||||
| 0 | 198066 | 0 | 64804 | 0 | 15963 | 0 | 49558 | 0 | 16264 | 0 | 344655 | 0 | 0 |
| Lori k Ehrlich | |||||||||||||
| 0 | 85650 | 0 | 235066 | 0 | 2918 | 0 | 11109 | 0 | 16456 | 0 | 351199 | 0 | 0 |
| George Halvorson | |||||||||||||
| 0 | 1215613 | 0 | 5039506 | 0 | 1606796 | 0 | 61308 | 0 | 13287 | 0 | 7936510 | 0 | 0 |
| Carrie J Jennison | |||||||||||||
| 0 | 363589 | 0 | 171682 | 0 | 82005 | 0 | 70693 | 0 | 12994 | 0 | 700963 | 0 | 0 |
| Jonna Kirkwood | |||||||||||||
| 0 | 213059 | 0 | 27368 | 0 | 17426 | 0 | 68584 | 0 | 17725 | 0 | 344162 | 0 | 0 |
| Kerry Kohnen | |||||||||||||
| 0 | 356960 | 0 | 188914 | 0 | 149505 | 0 | 126718 | 0 | 14839 | 0 | 836936 | 0 | 81203 |
| Kathryn Lancaster | |||||||||||||
| 0 | 630520 | 0 | 907953 | 0 | 570629 | 0 | 276632 | 0 | 12994 | 0 | 2398728 | 0 | 529003 |
| Donna Lynne | |||||||||||||
| 0 | 476108 | 0 | 475000 | 0 | 363809 | 0 | 208108 | 0 | 14839 | 0 | 1537864 | 0 | 323554 |
| Kirkland McGhee | |||||||||||||
| 0 | 192809 | 0 | 22776 | 0 | 3198 | 0 | 21176 | 0 | 17265 | 0 | 257224 | 0 | 0 |
| Thomas Meier | |||||||||||||
| 0 | 314471 | 0 | 339188 | 0 | 148588 | 0 | 97808 | 0 | 12994 | 0 | 913049 | 0 | 113944 |
| Carolyn J Mustille | |||||||||||||
| 0 | 197238 | 0 | 15400 | 0 | 54731 | 0 | 76393 | 0 | 13074 | 0 | 356836 | 0 | 0 |
| Donald Orndoff | |||||||||||||
| 0 | 376297 | 0 | 235328 | 0 | 22649 | 0 | 124482 | 0 | 13517 | 0 | 772273 | 0 | 0 |
| J Neal Purcell | |||||||||||||
| 13000 | 221858 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13000 | 221858 | 0 | 0 |
| Arthur Southam | |||||||||||||
| 0 | 741374 | 0 | 1175000 | 0 | 732850 | 0 | 336623 | 0 | 12064 | 0 | 2997911 | 0 | 688121 |
| Deborah Stokes | |||||||||||||
| 0 | 315132 | 0 | 337575 | 0 | 67595 | 0 | 105024 | 0 | 12994 | 0 | 838320 | 0 | 48521 |
| Beverly Thomas | |||||||||||||
| 0 | 179569 | 0 | 45214 | 0 | 75425 | 0 | 61335 | 0 | 17265 | 0 | 378808 | 0 | 56607 |
| Bernard Tyson | |||||||||||||
| 0 | 892605 | 0 | 1290000 | 0 | 617691 | 0 | 469158 | 0 | 12994 | 0 | 3282448 | 0 | 587707 |
| Michael Bernard Wathen | |||||||||||||
| 0 | 132539 | 0 | 0 | 0 | 11445 | 0 | 24500 | 0 | 17265 | 0 | 185749 | 0 | 0 |
| Steven Zatkin | |||||||||||||
| 0 | 4500 | 0 | 542685 | 0 | 26936 | 0 | 66393 | 0 | 10532 | 0 | 651046 | 0 | 0 |
| Victoria Zatkin | |||||||||||||
| 0 | 192675 | 0 | 85692 | 0 | 36401 | 0 | 82570 | 0 | 1961 | 0 | 399299 | 0 | 0 |
| Mark Zemelman | |||||||||||||
| 0 | 398502 | 0 | 259500 | 0 | 120574 | 0 | 179338 | 0 | 12585 | 0 | 970499 | 0 | 80051 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| SCHEDULE J, PART II | Peter Andruszkiewicz- Regional President of Georgia until 4/26/11. Kerry Kohnen- Regional President of Georgia beginning 5/30/11. Steve Zatkin- General Council to 6/30/10; consultant 3/4/11 to present. SCHEDULE J, PART I, LINE 3 TOP MANAGEMENT OFFICIALS' COMPENSATION Kaiser Foundation Health Plan of Georgia 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 | FRANK BOONE $185,608 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. | SEVERANCE PAYMENT |
| SCHEDULE J, PART I, LINE 4B | GEORGE HALVORSON $1,500,000 FRANK BOONE 62 KATHRYN LANCASTER 529,350 THOMAS MEIER 114,428 DEBORAH STOKES 48,521 STEVEN ZATKIN 4,891 MARK ZEMELMAN 81,133 ARTHUR SOUTHAM 688,121 PETER ANDRUSZKIEWICZ 220,256 KERRY KOHNEN 81,203 BERNARD TYSON 587,707 CAROLYN MUSTILLE 238 BEVERLY THOMAS 56,607 DONNA LYNNE 323,554 Some of the listed persons participated in nonqualified supplemental retirement plans. Under these plans, the organization makes annual contributions to accounts held in the name of individual participants. Contributions vary by position level and pay, and vest over time based on age and/or service. Participant accounts are credited with actual investment returns from up to four mutual funds and/or with a fixed rate of interest or a combination thereof. Unvested amounts are subject to risk of forfeiture. | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT |
| SCHEDULE J, PART I, LINE 7 | 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. | NON-FIXED PAYMENTS |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (38 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART VI, LINE 4 | CHANGES TO GOVERNING DOCUMENTS | On June 24, 2010 the member of the Corporation approved an amendment to Article FIVE of the Restated Articles of Incorporation to add a Chief Executive Officer as one of the officers of the Corporation whose removal shall require the approval of the member, which amendment was approved by the Board of Directors of the Corporation on November 17, 2010, and filed with the Secretary of State of Georgia on January 25, 2011; On December 1, 2011 the member of the Corporation approved amendments to Articles Four, Five and Seven of the Restated Articles of Incorporation of the Corporation to (a) revise the purpose section for consistency with the Articles of Incorporation of Kaiser Foundation Health Plan, Inc. (the member of the Corporation) and its other Health Plan subsidiaries, including making a reference to the Internal Revenue Code (Section 501(c)(3)) consistent with other references in the Articles; (b) add the provision that removal of "any" President shall require the approval of the member; (c) add the provision that compensation of "any" President shall require the approval of the member; and (d) expressly state that the corporation is prohibited from engaging in activities not permitted by Section 501(c)(3) of the Internal Revenue Code and to specifically state that the corporation shall not participate in or intervene in (including the publishing or distributing of statements) any political campaign on behalf of (or in opposition to) any candidate for public office; which amendment was approved by the Board of Directors of the Corporation on December 7, 2011, filed with the Commissioner of Insurance on January 20, 2012, published, and resubmitted to the Commissioner of Insurance on April 3, 2012. Receipt of the Secretary of State's Certificate of Amendment is pending; and On March 3, 2011, Article E., Officers, of the Bylaws of the Corporation was amended by the member to (a) provide that the officers of the Corporation may include one or more Group Presidents (Section E-1, Officers); (b) add a new Section E-8, Group President and/or Regional President, to describe the duties and responsibilities of those positions; (c) provide that the President shall be the Chief Operating Officer of the Corporation (Section E-7, President); and (d)) provide clarification regarding leadership in the event of the absence or disability of the President (Section D-9, Executive Vice President or National Senior Vice President); and (e) to change the reference to "the President" in Sections E-3, E-4 and E-11 to "any President"; which amendments were approved by the Board of Directors of the Corporation on April 6, 2011; and On June 23, 2011, minor technical amendments to the Bylaws of the Corporation were approved by the member to make them more consistent with the Bylaws of the member and its Health Plan subsidiaries and with organizational policies and current law, which amendments were approved by the Board of Directors of the Corporation on June 29, 2011. None of the changes were significant; and On December 1, 2011, amendments to Article A, Purpose, of the Bylaws of the Corporation were approved by the member to (a) more clearly state the purposes in one Purpose section (A-1, former section A-2 was deleted); (b) expressly state that the corporation is prohibited from engaging in activities not permitted by Section 501(c)(3) of the Internal Revenue Code and to specifically state that the corporation shall not participate in or intervene in (including the publishing or distributing of statements) any political campaign on behalf of (or in opposition to) any candidate for public office (Section A-3 Nonprofit Character - now A-2); (c) make a reference to the Internal Revenue Code consistent with other references in the Bylaws (Section A-4 Disposition of Assets on Liquidation or Dissolution - now A-3); and (d) be consistent with current legal standards (Section A-5 Non-discrimination - now A-4); which amendments were approved by the Board of Directors of the Corporation on December 7, 2011. |
| FORM 990, PART VI, LINE 6 | MEMBERS OR STOCKHOLDERS | KAISER FOUNDATION HEALTH PLAN, INC IS SOLE MEMBER Upon dissolution, remaining assets shall be distributed to a 501(c)(3) organization |
| FORM 990, PART VI, LINE 7A | ELECT MEMBERS OF THE GOVERNING BODY | Kaiser Foundation Health Plan, Inc appoints the Board of Directors (and fills vacancies and has authority to remove Directors) |
| FORM 990, PART VI, LINE 7B | MEMBERS' APPROVAL | The following actions of the corporation require the approval of the member. Typically the member (KFHP) would approve actions requiring member approval and the Board of Directors of KFHP-GA also would approve or ratify the action: 1. Removal of the Chairman of the Board, CEO, or Regional President. The compensation of the Regional President and other executive officers of the corporation shall be approved by the member's Compensation Committee; 2. The sale, lease, exchange, or other disposition of, the mortgage, pledge or dedication to the repayment of indebtedness (whether with or without recourse), or any other encumbrance of property of the corporation, or the acquisition of assets, whether or not in the usual or regular course of the corporation's activities, where the fair market value of such corporate property or assets being disposed of, acquired or encumbered exceeds 10% of the value of the assets of the corporation as reflected in the most recent annual or quarterly financial statements that are available on the date immediately preceding the date of the relevant transaction shall require the approval of the member 3. Capital expenditures that exceed $25 million shall require the approval of the member 4. The issuance of tax-exempt bonds 5. Amendments to Article C (Members), D (Directors) and H (Amendment and Effect of Bylaws) of the Bylaws and amendments to the Articles of Incorporation. Article A (Purposes), B (Offices), E (Officers), F (Committees) and G (Miscellaneous) of the Bylaws may be amended by the Board of KFHP-GA acting alone and do not require ratification by the member. |
| FORM 990, PART VI, LINE 11B | FORM 990 REVIEW PROCESS | 1. Community benefit details are presented to the community benefit committee of the board for review 2. The tax return is reviewed and signed by a Pricewaterhousecoopers tax advisor 3. The complete tax return is reviewed and signed by an officer or a member of management designated by an officer 4. A compact disk containing the signed return is provided to each board member prior to filing |
| FORM 990, PART VI, LINE 12C | COMPLIANCE ENFORCEMENT | 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 Chief Compliance Officer and the SVP of Internal Audit Services annually review the directors', officers', key employees', and executives' Annual Conflicts of Interest Questionnaire disclosures and provide direction on any investigations required. Investigations are documented, tracked and trended to determine if additional controls or education is required; In addition, Conflicts of Interest Questionnaire reports are provided for review and action to the Kaiser Foundation Health Plan/ Hospitals Boards of Directors annually; and 3. Annually, as a component of the external audit, KPMG reviews the Annual Conflicts of Interest Questionnaires process completed by Directors, Officers, Key Employees, and Executives, and actions taken as a result of the disclosures. The results of the annual audit, including any findings in this area are presented to the Kaiser Foundation Health Plan/ Hospitals Audit and Compliance Committee. 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: A. Represented employees are subject to any corrective/disciplinary action provisions described in specific regional/national collective bargaining agreements and/or organizational policies and practices. B. Kaiser Permanente informs employees of the National Human Resources Policy No. 14. Corrective/Disciplinary Action Policy during new employee orientation and in annual compliance training. C. 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 19 | PUBLIC INSPECTION | Governing documents are available as provided to state Dept. of Insurance and maintained on 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 upon request. To request copies contact: VP - National Tax Compliance Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, Ste 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 5 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES | CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS <$ 542,029> CHANGE IN OTHER COMPREHENSIVE INCOME < 13,935,473> GAIN/LOSS ON INVESTMENTS - TAX < 679,945> GAIN/LOSS ON INVESTMENTS - BOOK 959,929 OTTI LOSSES < 494,271> ____________ TOTAL <$14,691,789> |
| FORM 990, PART III, LINE 4A-D | 2011 COMMUNITY BENEFIT REPORT KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. Kaiser Foundation Health Plan of Georgia, Inc. or "Georgia Health Plan" is a tax-exempt subsidiary health plan of Kaiser Foundation Health Plan, Inc. (KFHP). Kaiser Foundation Health Plan of Georgia, as well as Kaiser Foundation Hospitals (KFH) are nonprofit corporations that are part of the integrated health care delivery system known as the Kaiser Permanente Medical Care Program or "Kaiser Permanente." In 2011, Georgia Health Plan served 238,078 members and has 2,288 full-time administrative, clerical and technical employees. Georgia Health Plan provides and arranges comprehensive health care services for members on a predominantly prepaid basis. Health Plan fulfills its contractual obligations to group and individual members by contracting with KFH and a Permanente Medical Group to provide the required health care services. Membership in KFHP and its health plan subsidiaries is available without regard to sex, race, religion, ethnic background, sexual orientation, and occupational status or income level. Health Plan members are broadly representative of the various ages, social and income groups within the areas it serves. Once enrolled, a member is free to maintain membership regardless of age, health status or employment. KAISER PERMANENTE'S COMMITMENT TO THE COMMUNITY Kaiser Permanente believes its Direct Community Benefit Investment (DCBI), is fundamental to being a nonprofit organization. It embodies the organization's commitment to improve the health of communities beyond services to Health Plan members. It is more than traditional corporate citizenship or corporate philanthropy. It is an intentional, planned, budgeted, measurable, accountable creation for better health in our communities. It is done in collaboration with, not in isolation from, the community. DCBI serves to fulfill Kaiser Permanente's social purpose, justify its tax-exempt status, and differentiate it from other health care organizations. This tradition of community benefit dates from the earliest days of the Program, when charitable care to non-employees, and later, nonmembers, was initiated. That heritage has continued through the years in Kaiser Permanente's early participation in publicly financed programs such as Medicaid and Medicare, establishment of residency training and medical research programs, and later, in the development of the Educational Theatre Programs, Safety Net Partnerships, Community Health Initiatives and Charitable Health Coverage Programs. In 2007, the KFHP/H Board of Directors refined the focus of the organization's 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 - 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 the evidence base for care and health. The Board elaborated that at least 75% of total community benefit funding will be directed to program priorities within the four streams of work and the remaining 25% of funding will be directed by local regions to respond to local community benefit needs and opportunities that may or may not be within the four key focus areas. THE COMMUNITY BENEFIT PROGRAM IN THE GEORGIA REGION In 2011, Georgia Health Plan expended $32.8 million to support community benefit activities. A breakdown of the 2011 Community Benefit dollars attributable to the Georgia Health Plan is included in Attachment A. The following identifies many of the signature community benefit programs and services grouped according to the national streams of work funded by Georgia Health Plan. CARE AND COVERAGE FOR LOW-INCOME PEOPLE There are roughly 49 million people in America without access to health care or coverage. Uninsured, low-income individuals and families who are not eligible for public programs often have to rely on traditional charity care. Frequently, individuals in this situation may wait to seek medical care until their conditions become critical, and end up in hospital emergency rooms for treatment of conditions that are preventable or easily treated in earlier stages. In 2011, the Georgia Health Plan expended $13.3 million 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 a by Permanente provider. Charitable Care (Medical Financial Assistance and Charitable Health Coverage Programs) In the Georgia Region, Health Plan provides charity care to low-income vulnerable populations through the Medical Financial Assistance and Charitable Coverage Program. In 2011, the Georgia Health Plan spent approximately $11 million on under- and uninsured residents. - Medical Financial Assistance Program The Georgia Health Plan's Medical Financial Assistance Program provides temporary financial assistance and/or medically necessary services, medications or 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. Kaiser Permanente's charity care program also includes discounted charges for uninsured patients below 400% federal poverty guidelines and aligned contracted collection agency practices with Kaiser Permanente social values. In 2011, this program assisted 2,175 patients. - Charitable Health Coverage Program Charitable Health Coverage (CHC) is our unique approach to caring for low-income uninsured persons in our communities. Participants receive a regular Kaiser Permanente membership card and access to the full range of our service and providers-a much better alternative to a brief and costly emergency room visit or hospitalization. This allows us 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 Kaiser Permanente Bridge Program enrolls and subsidizes for up to two years, 95% of the premium for income-eligible individuals who do not have access to any other form of health insurance. This program partners with community agencies to identify eligible clients whose income falls at or below 300% of the federal poverty guidelines. By year-end 2011, the Georgia Health Plan had 1,027 individuals in the Kaiser Permanente Bridge Program. COMMUNITY HEALTH INITIATIVES As an innovator in health, Kaiser Permanente designs, delivers, and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods, workplaces, and schools to support good health, particularly Healthy Eating, Active Living (HEAL). The Georgia Health Plan spent approximately $5.6 million on community health initiatives during 2011. Community Health Education and Prevention Programs The Georgia Health Plan offered a variety of health education classes, events, and programs for the general public. During 2011, the Health Education Department organized numerous health fairs and screenings at Health Plan medical offices which were open to the general public. Expenditures in this category exclude program cost for health education programs targeting or restricted to Health Plan members. The following is an example of a community partnership aimed at promoting health and well being. - The Georgia Health Plan is the sponsor of the Green Market, weekly farmers' market (May-December) offering a variety of organic fruits, vegetables, fresh cut flowers, baked goods as well as healthy cooking demonstrations and fitness classes. In 2011, 77,500 people attended the Green Market. - In 2011 KPGA offered a variety of healthy living classes and customized programs to over 1,050 clients of 3 Metro Atlanta "Y" branches who serve vulnerable communities. | |
| Grants and Donations for Community Health Initiatives | The Georgia Health Plan (KPGA) contributed $5.6 million to 76 nonprofit organizations to support a variety of community health initiatives. Following are examples of two programs funded in 2011. - Supported by a Kaiser Permanente grant, the Chattahoochee Nature Center (CNC) provided fresh produce for a local food pantry. With a $32,553 Kaiser Permanente grant, CNC continued its soccer-field-turned-community garden project. The garden produced over 5,000 pounds and 30,000 servings of fresh, seasonal produce in 2011. The produce benefited clients of another KPGA grantee, the nearby North Fulton Community Charities, a nonprofit that provides food, clothing and short-term emergency assistance to low-income families. Over 5,000 clients received produce in 2011, and participated in educational workshops on healthy eating and active living provided by CNC. - KPGA is addressing the region's childhood obesity challenge (almost 38% of children younger than 17 are obese) through a project implemented by the YMCA of Metropolitan Atlanta. The initiative tested and put into practice techniques that minimize health risks related to overweight/obesity. The goal is to improve health outcomes for youth (ages 2 to 16) through programs that promote healthy eating, physical activity and behavior change that establish lifelong habits of health and wellness. The contribution supported the study's first phase, which focuses on 3 to 5 year olds, and funded curriculum development and strategy implementation to prevent and address obesity in YMCA pre-school Head Start students. 526 children participated in the project's control and intervention groups at nine YMCA sites in 2011. SAFETY NET PARTNERSHIPS Through funding, technical assistance, public policy advocacy, training and volunteering, dissemination of care-management and quality improvement technologies, Kaiser Permanente helps these vital health care providers improve care and expand treatment capacity for the communities and vulnerable people they serve. Grants and Donations for Safety Net Partnerships The Georgia Health Plan contributed $4.9 million to 33 organizations that deliver medical or dental care services to uninsured people in community settings, primarily safety net clinics in Georgia. Following are two community organizations supported by these grants in 2011 - Nationally, Georgia is ranked 36th in the percent of its population that has access to primary care. A Kaiser Permanente Georgia grant to the United Way of Metropolitan Atlanta created the Primary Care Access program, and served over 2,700 people in 2011. The initiative expands access to care in five metro Atlanta counties. The program helped people access primary care and addresses the dramatic increase in patients seeking care that community clinics have recently experienced. Counties were selected based on residents' health status, income levels, and the capacity of community-based health care organizations. Because of the project, patients who have no other options for care received services through new access points for primary care. - Community clinics are a vital part of the safety net providing healthcare to thousands of under- and uninsured patients each year. Hands of Hope Clinic is such a facility. With a $37,750 Kaiser Permanente Georgia grant, the clinic launched their "Diabetic Self-Care Program, which provided American Diabetes Association-approved diabetes education to patients. Diabetes is a leading cause of death among Georgians, and is linked to health disparities in the Kaiser Permanente service area. The grant made possible health care for 120 diabetic patients who might not otherwise receive appropriate care. By providing patient education, screening, monitoring, and medication Hands of Hope is improving its patients' health, but is also freeing the local hospital emergency room to treat patients with urgent health crises. DEVELOPING AND DISSEMINATING KNOWLEDGE Kaiser Permanente aims to improve health by sharing its knowledge, educating practitioners, advancing research, empowering consumers, and informing policymakers about the evidence base for care and health. The Georgia Health Plan spent $7.6 million to support programs and services for the development and dissemination of knowledge and provided grants and donations to nonprofit organizations. Clinical and Health Services Research The Georgia Health Plan's Center for Health Research department partners with research programs at Emory University, Morehouse School of Medicine, Centers for Disease Control and Prevention (CDC) and the Georgia Department of Human Resources, Division of Public Health. During 2011, the Center for Health Research participated in 97 studies and published results in 23 peer-reviewed publications. Following are examples of studies conducted in 2011 - Three Community Benefit-funded studies focused on conditions affecting vulnerable populations in Georgia. The studies involved vulnerable populations and 1) Hypertension, 2) Chronic Kidney Disease - especially among Diabetics and 3) Maternal Influenza Vaccinations on Fetal and Infant Outcomes. Educational Theatre Programs (ETP) The Georgia Health Plan offered free, award-winning health education plays for youth and adults. Kaiser Permanente's Educational Theatre Programs offers a unique series of dynamic theatre programs with compelling health messages to reach children, teens and adults. These national award-winning plays promote individual responsibility for one's health, instill positive attitudes about healthy lifestyle choices and demonstrate the benefits of positive action. Topics addressed in the performances range from AIDS awareness and stress management to grief counseling and health and wellness messages, related to nutrition and asthma education. All programs are offered free of charge as a community benefit of Kaiser Permanente. In 2011, the program reached approximately 59,856 children and adults through 585 programs. Training and Education of Health Care Professionals In 2011, the Georgia Health Plan spent $282,214 to support the education and training of health care professionals. The following provides a description of two efforts undertaken to alleviate health care workforce shortages in the community. Pharmacy Residency Program The Pharmacy Residency Program helps students gain post graduate training experience in a managed care setting. Training components of the Georgia Health Plan program include: management and improvement of medication use through evidence-based patient-centered therapy with interdisciplinary teams; medication and practice-related education, population-based care and formulary management. In 2011, four interns participated in the program. Grants and Donations for Knowledge Dissemination The Georgia Health Plan donated $874,487 in charitable contributions to 15 nonprofit organizations for the dissemination of evidence-based studies which informed the community about health care public policy and educational opportunities for individuals seeking a career as a health care professional. Following is an example of one of the programs supported in 2011 - Voices for Georgia's Children provides research-based information that helps policymakers and Georgia's citizens make informed decisions about policies affecting children. Kaiser Permanente Georgia granted the organization $64,987 to use education and advocacy to decrease the number of uninsured children in Georgia. The organization provided culturally and linguistically-appropriate child health insurance eligibility and enrollment materials and partnered with community-based organizations to ensure that eligible children were enrolled in health insurance programs. - In addition, the Georgia Health Plan awarded $692,500 in grants to local colleges and universities to address health care worker shortages. We supported scholarship programs at 8 nursing programs, the Morehouse School of Medicine and two pharmacy programs, which awarded a total of 32 nursing, pharmacy, and medical student scholarships. Finally, we contributed $100,000 to the Satcher Health Leadership Institute at the Morehouse School of Medicine to address mental health disparities, and facilitate the integration of primary and behavioral health care. | |
| Other Community Benefit | The Georgia Health Plan spent $1.2 million on other community benefit activities and programs beyond the national streams of work. Self-Sufficiency Programs The Georgia Health Plan spent $100,492 to support seven INROADS interns in 2011. The INROADS program is aimed at improving education and job skills or providing employment opportunities for targeted populations. INROADS is an organization focused on developing minority college students for leadership roles in corporations and in the community. Student interns typically work two to five summers with the organization with the goal of permanent placement upon graduation from college. Community Giving Campaign The Georgia Region's Community Giving Campaign is the employee's charitable giving program. Employees contribute to United Way and Earthshare through payroll deductions, direct gifts and special event fundraising. The amount reported is to cover administrative expenses for operating the campaign. Other Community Grants and Donations The Georgia Health Plan contributed $114,000 to two nonprofit community organizations in support of a variety of other programs and services for vulnerable populations. Following are highlights of one of the programs funded: - The Martin Luther King, Jr. Center for Nonviolent Social Change provides education about Dr. King's philosophy and continues his work to promote research, education and training. Each year, the Center hosts the Salute to Greatness Awards Dinner to honors recipients of the Salute to Greatness Award, the Center's highest recognition afforded individuals and institutions that embody the principles espoused by Dr. King. Kaiser Permanente Georgia joined with other local and national companies to support the King Center, and award recipients who help improve quality of life through their efforts. Regional Community Benefit Operations The Georgia Health Plan has a Community Benefit Department with nine employees to support regional community benefit programs and coordinate CB initiatives including the Educational Theatre Programs. In addition, there are many other Health Plan personnel who collaborate to help manage community benefit programs like Charity Care, Charitable Health Coverage. ATTACHMENT A 2011 COMMUNITY BENEFIT INVESTMENT - GEORGIA REGION The following chart summarizes 2011 Community Benefit investments by the Georgia Health Plan. The investments in the community reflected in the chart are unaudited. CARE AND COVERAGE Charitable Care & Coverage Programs $11,047,959 Government Sponsored Program 1,719,080 Grants/Donations for Care and Coverage 500,000 Subtotal: $13,267,039 COMMUNITY HEALTH INITIATIVES Community Health Education $12,262 Grants/Donations for Community Health Initiatives 5,635,675 Subtotal: $5,647,937 SAFETY NET PARTNERSHIPS Grants/Donations for Safety Net Partnerships $4,908,112 Safety Net CB Operations 211,653 Subtotal: $5,119,765 KNOWLEDGE DISSEMINATION Medical Research $5,506,146 Educational Theatre Program 890,350 Health Care Training & Education Programs 282,214 Grants/Donations for Knowledge Dissemination 874,487 Subtotal: $7,553,197 OTHER COMMUNITY BENEFITS Self Sufficiency Programs $100,492 Grants/Donations for Other Community Benefits 114,000 Other CB Operations 970,783 Subtotal: $1,185,275 TOTAL $32,773,213 | |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Peter Andruszkiewicz TITLE:Region President - Georgia HOURS:20 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Kerry Kohnen TITLE:Region President - Georgia HOURS:10 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Jeffrey Koplan TITLE:Director HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Donna Lynne TITLE:Director HOURS:46 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:J. Neal Purcell TITLE:Director HOURS:8 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Bernard Tyson TITLE:Director & Chair HOURS:45 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:George Halvorson TITLE:Chairman and CEO HOURS:45 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Kathryn Lancaster TITLE:EVP & CFO HOURS:46 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Kirkland McGhee TITLE:VP, Regional Counsel - GA HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Thomas Meier TITLE:SVP, Corporate Treasurer HOURS:47 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Donald Orndoff TITLE:SVP, NFS HOURS:45 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Arthur Southam TITLE:EVP, Health Plan Operations HOURS:45 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Deborah Stokes TITLE:SVP, CC & CAO HOURS:46 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Victoria Zatkin TITLE:Assistant Secretary HOURS:46 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Mark Zemelman TITLE:SVP, Gen Counsel & Secretary HOURS:47 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:James Cullinan TITLE:VP, Mktg Sales & Bus Dev't HOURS:20 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Carrie J Jennison TITLE:VP, CFO - Georgia HOURS:20 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Michael Bernard Wathen TITLE:VP, HP Svcs Admin - GA HOURS:20 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Dawn Bading TITLE:VP, Human Resources - GA HOURS:20 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Lori k Ehrlich TITLE:Sr Sales Exec. - Large Group HOURS:20 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Jonna Kirkwood TITLE:VP, Operations - GA HOURS:20 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Carolyn J. Mustille TITLE:VP, Quality, Service & Nursing HOURS:20 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Beverly Thomas TITLE:VP, Community & Public Affairs HOURS:20 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Frank Boone TITLE:VP, Finance HOURS: |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Steven Zatkin TITLE:Consultant HOURS: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (14 entries)
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|---|---|---|---|---|---|---|---|---|---|---|
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| KAISER FOUNDATION HOSPITALS | ||||||||||
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| KAISER FDN HEALTH PLAN OF COLORADO | ||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 840591617 | HEALTH CARE | CO | 501(c)(3) | 9 | KFHP INC | true |
| KFHP OF THE MID-ATLANTIC STATES | ||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 520954463 | HEALTH CARE | MD | 501(c)(3) | 9 | KFHP INC | true |
| KAISER FDN HEALTH PLAN OF THE NORTHWEST | ||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 930798039 | HEALTH CARE | OR | 501(c)(3) | 9 | KFHP INC | true |
| KAISER FDN HEALTH PLAN OF OHIO | ||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 340922268 | HEALTH CARE | OH | 501(c)(3) | 9 | KFHP INC | true |
| KAISER HEALTH PLAN ASSET MANAGEMENT INC | ||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 943299124 | ASSET MGMT | CA | 501(c)(3) | 11 - I | KFHP INC | true |
| LOKAHI ASSURANCE LTD | ||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 912171891 | RISK MGMT | HI | 501(c)(3) | 11 - I | KFHP INC | true |
| KAISER HOSPITAL ASSET MANAGEMENT INC | ||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 943299125 | ASSET MGMT | CA | 501(c)(3) | 11 - I | KF HOSPITALS | true |
| CAMP BOWIE SERVICE CENTER | ||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 943299123 | ADMIN | CA | 501(c)(3) | 11 - I | KFHP INC | true |
| OHP | ||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 930480268 | LEASING | WA | 501(c)(3) | 11 - I | KFHP INC | true |
| KAISER HEALTH ALTERNATIVES | ||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 930954562 | HEALTH CARE | OR | 501(c)(3) | 9 | KFHP INC | true |
| 1800 HARRISON | ||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 943317484 | FINANCING | CA | 501(c)(3) | 11 - II | KFHP INC | true |
| KAISER HOSPITAL ASSISTANCE CORPORATION | ||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 311779500 | FINANCING | CA | 501(c)(3) | 11 - III-O | KF HOSPITALS | true |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Code VCodeVAmount | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HCMS LLC | ||||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 203924985 | CASE MANAGEMENT | CA | NA | NONE | 0 | 0 | $0 | 0.00000 |
| KAISER PERMANENTE VENTURES LLC | ||||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 272252521 | INVESTMENTS SVC | CA | NA | NONE | ||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OAK TREE ASSURANCE LTD | |||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 030329760 | INUSRANCE | VT | NA | C CORP | 0 | 0 | 0.00000 |
| KAISER PERMANENTE INSURANCE COMPANY | |||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 943203402 | INUSRANCE | CA | NA | C CORP | |||
| KAISER PROPERTY SERVICES INC | |||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 943259432 | REAL ESTATE | CA | NA | C CORP | |||
| ARCHIMEDES INC | |||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 203774729 | CONSULTING | CA | NA | C CORP | |||
| KAISER PERMANENTE INTERNATIONAL | |||||||||||
| ONE KAISER PLAZA SUITE 15L | OAKLAND | CA | 94612 | 943245176 | CONSULTING | CA | NA | C CORP | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (41 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| kaiser foundation hospitals | ||
| b | 54155 | per agreement |
| kaiser foundation hospitals | ||
| e | 11290667 | per agreement |
| kaiser foundation hospitals | ||
| i | 177170027 | per agreement |
| Kaiser foundation health plan inc | ||
| k | 6802359 | per agreement |
| KFHP of colorado | ||
| k | 228566 | per agreement |
| kfhp of the mid- atlantic states | ||
| k | 1149007 | per agreement |
| kfhp of the northwest | ||
| k | 163772 | per agreement |
| kfhp of ohio | ||
| k | 347471 | per agreement |
| kaiser permanente insurance company | ||
| k | 4154185 | per agreement |
| kaiser foundation health plan inc | ||
| l | 25285720 | per agreement |
| kaiser foundation hospitals | ||
| l | 71035877 | per agreement |
| kfhp of colorado | ||
| l | 194970 | per agreement |
| kfhp of the mid-atlantic states | ||
| l | 609177 | per agreement |
| kfhp of the northwest | ||
| l | 15328 | per agreement |
| kfhp of Ohio | ||
| l | 149026 | per agreement |
| camp bowie service center | ||
| l | 3502819 | per agreement |
| kaiser permanente insurance company | ||
| l | 24350616 | per agreement |
| lokahi assurance ltd | ||
| l | 20679149 | per agreement |
| oak tree assurance ltd | ||
| l | 967500 | per agreement |
| ordway indemnity | ||
| l | 498900 | per agreement |
| kfhp of colorado | ||
| n | 422638 | per agreement |
| kaiser foundation health plan inc | ||
| o | 19556476 | per agreement |
| kaiser foundation hospitals | ||
| o | 51599405 | per agreement |
| kfhp of colorado | ||
| o | 123330 | per agreement |
| kfhp of the mid-atlantic states | ||
| o | 65309 | per agreement |
| kfhp of the northwest | ||
| o | 2654 | per agreement |
| kfhp of ohio | ||
| o | 18601 | per agreement |
| camp bowie service center | ||
| o | 314348 | per agreement |
| kaiser foundation health plan inc | ||
| p | 11149619 | per agreement |
| kaiser foundation hospitals | ||
| p | 29663609 | per agreement |
| kfhp of colorado | ||
| p | 12846 | per agreement |
| kfhp of the mid-atlantic states | ||
| p | 144216 | per agreement |
| kfhp of the northwest | ||
| p | 42020 | per agreement |
| kfhp of ohio | ||
| p | 37125 | per agreement |
| kaiser permanente insurance company | ||
| p | 18115403 | per agreement |
| lokahi assurance ltd | ||
| p | 2863985 | per agreement |
| oak tree assurance ltd | ||
| p | 475218 | per agreement |
| kaiser foundation health plan inc | ||
| q | 3051 | per agreement |
| kaiser foundation hospitals | ||
| q | 183463568 | per agreement |
| lokahi assurance ltd | ||
| q | 4833000 | per agreement |
| kaiser foundation health plan inc | ||
| r | 4946 | per agreement |