HealthSpan Integrated Care: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: HealthSpan Integrated Care (EIN 34-0922268)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-13
IRS object ID: 201233189349302093
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	2012-11-13T12:14:13-06:00	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 LLC	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	340922268	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	KAISER FOUNDATION HEALTH PLAN OF OHIO	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 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	PATRICIA KENNEDY-SCOTT	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA 15L	AddressLine1
City	OAKLAND	City
State	CA	State
ZIP Code	94612	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	610044588	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1978	YearFormation
State Legal Domicile	OH	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	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	12	NbrIndependentVotingMembers
Total Nbr Employees	1777	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	43951	TotalGrossUBI
Net Unrelated Business Txbl Income	9372	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	262333	ContributionsGrantsPriorYear
Contributions Grants Current Year	45581	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	587211818	ProgramServiceRevenuePriorYear
Program Service Revenue CY	558821465	ProgramServiceRevenueCY
Investment Income Prior Year	2006156	InvestmentIncomePriorYear
Investment Income Current Year	2840498	InvestmentIncomeCurrentYear
Other Revenue Prior Year	3752200	OtherRevenuePriorYear
Other Revenue Current Year	157813	OtherRevenueCurrentYear
Total Revenue Prior Year	593232507	TotalRevenuePriorYear
Total Revenue Current Year	561865357	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	1785835	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	1976805	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	144066609	SalariesEtcPriorYear
Salaries Etc Current Year	151645515	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	502233248	OtherExpensePriorYear
Other Expenses Current Year	455827817	OtherExpensesCurrentYear
Total Expenses Prior Year	648085692	TotalExpensesPriorYear
Total Expenses Current Year	609450137	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-54853185	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-47584780	RevenuesLessExpensesCY
Total Assets BOY	260142184	TotalAssetsBOY
Total Assets EOY	271986191	TotalAssetsEOY
Total Liabilities BOY	383878920	TotalLiabilitiesBOY
Total Liabilities EOY	446139061	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	-123736736	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	-174152870	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	539805021	Expense
Grants	84315	Grants
Revenue	558777514	Revenue
Description	member health care services and medical training for care improvement Kaiser Foundation Health Plan of Ohio (KFHP of Ohio) 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 Ohio educates and trains medical students and other health care professionals and promotes scientific and nursing education in order to improve care. Additional information about Ohio Health Plan's charitable activities can be found in Schedule O, Community Benefit Report.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	7905437	Expense
Grants	0	Grants
Revenue	0	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 a Kaiser Permanente facility. CHC - these programs are available to low income adults and children who are not eligible for other public or privately sponsored coverage. More than 1,165 patients received comprehensive care for up to four years through these programs. Additional information about Ohio Health Plan's charitable activities can be found in Schedule O, Community Benefit Report.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	1892490	Expense
Grants	1892490	Grants
Revenue	0	Revenue
Description	Grants and Donations The Ohio Health Plan supported approximately 91 nonprofit organizations and enabled them to continue providing programs and services that serve vulnerable populations. Additional information about Ohio 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	1037012	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	1037012	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	0	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	0	TotalOfOtherProgramServiceRev
Total Program Service Expense	550639960	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
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	true	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	2494	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	1777	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
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	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	12	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	OH	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 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 (38 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
Christine Cassel
Director	0.5	X	0	184500	0
Thomas Chapman
Director	2.0	X	0	191695	89109
Daniel Garcia
SVP, Chief Compliance Officer	2.0	X	0	1228765	73604
William Graber
Director	1.0	X	0	208269	0
J Eugene Grigsby III
Director	0.5	X	0	210900	0
George Halvorson
Chairman and CEO	5.0	X	0	7861915	74595	X
Judith Johansen
Director	0.3	X	0	200075	0
Kim J Kaiser
Director	0.5	X	0	124500	0
Philip Marineau
Director	0.5	X	0	200769	0
Jenny Ming
Director	0.2	X	0	179269	0
Edward Pei
Director	0.5	X	0	173000	16500
J Neal Purcell
Director	0.5	X	0	234858	0
Cynthia Telles
Director	0.5	X	0	204613	0
Sandra Thompkins
Director	0.3	X	0	39031	0
Margaret E Porfido
Director	0.5	X	0	35013	0
Daniel Beck
VP, Regional Counsel - Ohio	30.0		0	146444	26853	X
Patricia Kennedy-Scott
Region President - Ohio	45.0		0	924039	153668	X
Kathryn Lancaster
EVP & CFO	4.0		0	2109102	289626	X
Thomas Meier
SVP, Corporate Treasurer	3.0		0	802247	110802	X
Donald Orndoff
SVP, NFS	5.0		0	634274	137999	X
ROCHELLE ROTH
SENIOR DIRECTOR,QRM	5.0		0	196984	42093	X
Arthur Southam
EVP, Health Plan Operations	5.0		0	2649224	348687	X
Deborah Stokes
SVP, CC & CAO	4.0		0	720302	118018	X
Bernard Tyson
President & COO	5.0		0	2800296	482152	X
Victoria Zatkin
VP, Off of Brd & Corp Gov Svcs	4.0		0	314768	84531	X
Mark Zemelman
SVP, Gen Counsel & Secretary	2.0		0	778576	191923	X
Donna Lynne
Group President	4.0		0	1314917	222947	X
Craig M Faerber
VP, CFO - Ohio	30.0		0	309003	31524		X
Pamela Hara
VP, Quality/Service	30.0		0	285673	76238		X
Joseph M LaGuardia
VP, Mktg, Sls & Bus Devel	30.0		0	238735	76571		X
Thomas Revis
VP, CFO - Ohio	30.0		0	420470	75326		X
Belva Tibbs
VP, Medical Operations	30.0		0	358555	84200		X
Timothy Alberts
VP, Human Resources	30.0		0	362386	84806			X
Heather Bossin
Dir, Financial Services	30.0		0	183417	58819			X
Carolyn Hightower
VP, Regional HP Admin - OH	30.0		0	378704	82750			X
Michelle Richter
Dir, Group Sales and Acct Mgmt	30.0		0	203449	35038			X
Jeffrey Wallace
Dir, Pharmacies	30.0		0	165746	65144			X
Steven Zatkin
Consultant	0.0		0	574121	76925				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	0	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	28148604	TotalReportableCompFrmRltdOrgs
Total Other Compensation	3210448	TotalOtherCompensation
Number Individuals GT100 K	82	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
LAKE HOSPITAL SYSTEM
PO BOX 714031	COLUMBUS	OH	43271	HOSPITAL SERVICES	4131149
THE CLEVELAND CLINIC
9500 EUCLID AVE	CLEVELAND	OH	44195	HOSPITAL SERVICES	9193847
OHIO PERMANENTE MEDICAL GROUP
1001 LAKESIDE AVE	CLEVELAND	OH	44114	MEDICAL SERVICES	95556836
THE METROHEALTH SYSTEM
2500 METROHEALTH DRIVE	CLEVELAND	OH	44109	HOSPITAL SERVICES	6267480
KAISER FOUNDATION HOSPITALS
1001 LAKESIDE AVE	CLEVELAND	OH	44114	HOSPITAL SERVICES	59336875

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	223	NumberOfContractorsGT100K
Related Organizations	36803	RelatedOrganizations
All Other Contributions	8778	AllOtherContributions
Total Contributions	45581	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
MBRS HLTH CARE PRM	621400	435632521	435632521
MEDICARE	621400	90233024	90233024
SUPP CHARGES/PHARM	621400	27904290	27904290
NON-PLAN & IND REV	621400	960599	916648	43951
OTHER PROGRAM SERVICE	621400	4091031	4091031

Field	Value	IRS element (for citing)
Total Program Service Revenue	558821465	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	2391118	TotalRevenueColumn
Exclusion	$2,391,118	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 Rents GrossRents

Field	Value	IRS element (for citing)
Real	157813	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	157813	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	157813	TotalRevenueColumn
Exclusion	$157,813	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	48613861	Securities
Other	14750	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	48179231	Securities
Other	0	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	434630	Securities
Other	14750	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	449380	TotalRevenueColumn
Exclusion	$449,380	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	561865357	TotalRevenueColumn
Related Or Exempt Function Income	558777514	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	43951	UnrelatedBusinessRevenue
Exclusion	$2,998,311	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1976805	Total
Program Services	1976805	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	0	Total

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	93670375	Total
Program Services	81856867	ProgramServices
Management And General	11813508	ManagementAndGeneral
Fundraising	0	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	15580871	Total
Program Services	13966559	ProgramServices
Management And General	1614312	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	35443285	Total
Program Services	29767411	ProgramServices
Management And General	5675874	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	6950984	Total
Program Services	6914574	ProgramServices
Management And General	36410	ManagementAndGeneral

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	42818	Total
Management And General	42818	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	975766	Total
Management And General	975766	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	71029	Total
Management And General	71029	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	81349	Total
Program Services	81349	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	111742000	Total
Program Services	109196575	ProgramServices
Management And General	2545425	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	14962840	Total
Program Services	25916	ProgramServices
Management And General	14936924	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	1305825	Total
Program Services	1062557	ProgramServices
Management And General	243268	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	42959742	Total
Program Services	34472550	ProgramServices
Management And General	8487192	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	5131483	Total
Program Services	5128078	ProgramServices
Management And General	3405	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	948329	Total
Program Services	585804	ProgramServices
Management And General	362525	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	179812	Total
Management And General	179812	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	5306838	Total
Program Services	5306838	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	6338913	Total
Program Services	6338913	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	3659244	Total
Program Services	3659244	ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
CONTRACTUAL PAYMENTS	154893711	154893711
SUPPLIES	71227146	62654248	8572898
INTER-REGIONAL CHARGES	17737624	17264419	473205
STATE & LOCAL TAXES	6108942	6108942

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	12154406	Total
Program Services	9378600	ProgramServices
Management And General	2775806	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	609450137	Total
Program Services	550639960	ProgramServices
Management And General	58810177	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	21275690	BOY
EOY	21586402	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	14804269	BOY
EOY	15274008	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	5705521	BOY
EOY	5657326	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	859883	BOY
EOY	662853	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	182167262	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	117636884	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	62993734	BOY
EOY	64530378	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	153901087	BOY
EOY	136979074	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	602000	BOY
EOY	27296150	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	260142184	BOY
EOY	271986191	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	66199034	BOY
EOY	53747797	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	9420367	BOY
EOY	8488470	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	308259519	BOY
EOY	383902794	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	383878920	BOY
EOY	446139061	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	4895579	BOY
EOY	4886800	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	-128632315	BOY
EOY	-179039670	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	-123736736	BOY
EOY	-174152870	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	260142184	BOY
EOY	271986191	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-47584780	ReconcilationRevenueExpenses
Reconcilation Other Changes	-2831354	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	190337	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	164696	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	80601	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	262333	CurrentTaxYearMinus1Year
Current Tax Year	45581	CurrentTaxYear
Total	743548	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	593239328	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	592918588	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	595429126	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	587211818	CurrentTaxYearMinus1Year
Current Tax Year	558821465	CurrentTaxYear
Total	2927620325	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	593429665	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	593083284	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	595509727	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	587474151	CurrentTaxYearMinus1Year
Current Tax Year	558867046	CurrentTaxYear
Total	2928363873	Total

Field	Value	IRS element (for citing)
Public Support Total509	2928363873	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6257742	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	5406147	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4393255	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2079211	CurrentTaxYearMinus1Year
Current Tax Year	2548931	CurrentTaxYear
Total	20685286	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6257742	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	5406147	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4393255	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2079211	CurrentTaxYearMinus1Year
Current Tax Year	2548931	CurrentTaxYear
Total	20685286	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	599687407	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	598489431	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	599902982	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	589553362	CurrentTaxYearMinus1Year
Current Tax Year	561415977	CurrentTaxYear
Total	2949049159	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.99299	PublicSupportPercentage509
Prior Year Support Percentage	0.99149	PriorYearSupportPercentage
Investment Income Percentage	0.00701	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.00851	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)
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
Volunteers	false	Volunteers
Paid Staff Or Management	true	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	true	DirectContactLegislators
Direct Contact Legislators	$62,150	DirectContactLegislatorsAmount
Rallies Demonstrations	true	RalliesDemonstrations
Rallies Demonstrations	$4,439	RalliesDemonstrationsAmount
Other Activities	true	OtherActivities
Other Activities	$4,439	OtherActivitiesAmount
Total Lobbying Expenditures IIB	71028	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	Schedule C, Part II-B, Line 1A - 1I	Identifier
Explanation	LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES 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: (i) 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. (ii) 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. (iii) 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. (iv) 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	5961963	OtherCostOrOtherBasis
Book Value	5961963	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	91062832	OtherCostOrOtherBasis
Depreciation	45919581	Depreciation
Book Value	45143251	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	10507387	OtherCostOrOtherBasis
Depreciation	4650219	Depreciation
Book Value	5857168	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	46678252	OtherCostOrOtherBasis
Depreciation	40078316	Depreciation
Book Value	6599936	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	27956828	OtherCostOrOtherBasis
Depreciation	26988768	Depreciation
Book Value	968060	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	64530378	TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescription	Book ValueBookValue
OTHER CURRENT ASSETS	231600
STATUTORY DEPOSITS	400000
DUE FROM AFFILIATED ORG.	26664550

Field	Value	IRS element (for citing)
Total Book Value Other Assets	27296150	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (9 entries)

DescriptionDescription	AmountAmount
DUE TO AFFILIATED ORGANIZATION	$18,914,258
RESERVE FOR PROF & PUBLIC LIAB	$34,611,795
RESERVE FOR WORKERS COMP RISK	$3,692,261
POST RETIREMENT BENEFITS	$183,651,693
OTHER LIABILITIES	$2,495,104
SELF INSURED - AUTO & UNEMPLOY	$74,974
SUBORDINATED LIABILITIES	$101,480,069
MEDICARE LIABILITY RESERVE	$24,182,640
PREMIUM DEFICIENCY RESERVE	$14,800,000

Field	Value	IRS element (for citing)
Total Of Amounts	383902794	TotalOfAmounts
Total Revenue	561865357	TotalRevenue
Total Expenses	609450137	TotalExpenses
Excess Or Deficit For Year	-47584780	ExcessOrDeficitForYear
Net Unrealized GL On Investments	493080	NetUnrealizedGLOnInvestments
Other	-$3,324,434	OtherAmount
Total Adjustments	-2831354	TotalAdjustments
Excess Or Deficit Per FS	-50416134	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	555175195	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	493080	NetUnrealizedGainsInvestments
Other Revenues	-3848612	OtherRevenues
Revenue Not Rptd F990	-3355532	RevenueNotRptdF990
Revenue Subtotal	558530727	RevenueSubtotal
Other Revenues Not Included	3334630	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	3334630	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	561865357	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	605591329	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	99447	OtherExpensesIncluded
Expenses Not Rptd F990	99447	ExpensesNotRptdF990
Expenses Subtotal	605491882	ExpensesSubtotal
Other Expenses Not Included	3958255	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	3958255	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	609450137	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
Schedule D, Part XI, Line 8	Change in Other Comprehensive Income $ (2,990,668) Change in Capital Contribution ( 8,779) Gain/Loss on Investments - Tax ( 434,630) Gain/Loss on Investments - Book 510,211 See "note 1" ( 400,568) _______________ TOTAL $ (3,324,434) 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, Line 2d	Bad debt expense - Reclass $ (3,876,906) Gain(Loss) on Investments - Book 510,211 OTTI (400,568) INVESTMENT MANAGEMENT FEES (81,349) _____________ TOTAL $ (3,848,612)
Schedule D, Part XII, Line 4b	OTHER REVENUE - RECLASS $ 2,900,000 GAIN(LOSS) ON INVESTMENTS - TAX 434,630 ___________ TOTAL $ 3,334,630
Schedule D, Part XIII, Line 2d	Change in Other Comprehensive Income $ 2,990,668 Change in Capital Contribution 8,779 Other Revenue - Reclass (2,900,000) _____________ TOTAL $ 99,447
Schedule D, Part XIII, Line 4b	Investment Management Fees $ 81,349 Bad Debt Expenses - Reclass 3,876,906 ___________ TOTAL $ 3,958,255
Schedule D, Part X, Line 2	NOT REQUIRED	FIN 48 FOOTNOTE

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (49 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
Akron-Canton Regional Foodbank
350 Opportunity Pkwy	Akron	OH	44307	341369388	501(c)(3)	20000	Childhood Nutrition
American Diabetes Association
4500 Rockside Rd440	Independence	OH	44131	131623888	501(c)(3)	19250	Cleveland Step Out
American Heart Association Inc
1689 E 115th St	Cleveland	OH	44106	135613797	501(c)(3)	50075	Healthy Family Event
Beacon Journal Charity Fund Inc
333 S Main St 319	Akron	OH	44303	346543299	501(c)(3)	10000	Orthodontic Treatmnt
Boys and Girls Clubs of Cleveland
6114 Broadway Ave	Cleveland	OH	44127	340770686	501(c)(3)	15000	Healthy Habits
Care Alliance
1530 St Clair Ave	Cleveland	OH	44114	341748776	501(c)(3)	27167	Health Outcomes
Celebrate Westlake
36097 Westminster Ave	N Rdgeville	OH	44039	341703289	501(c)(3)	10000	2011 Eagle Run
City of Twinsburg
10075 Ravenna Rd	Twinsburg	OH	44087	346004070	Government	10000	Sr Transp Svc
Cleveland Board of Education
1380 E Sixth St	Cleveland	OH	44114	346000662	Government	500000	Students of Promise
Cleveland Clinic Foundation
9500 Euclid Ave DVB	Cleveland	OH	44195	340714585	501(c)(3)	350000	Charity Care Service
Cleveland Foodbank Inc
15500 S Waterloo Rd	Cleveland	OH	44110	341292848	501(c)(3)	35000	Children's Nutrition	MC RC-25
Cleveland Hearing & Speech Center
11635 Euclid Ave	Cleveland	OH	44106	340714648	501(c)(3)	15000	Infant Hearing Prog
Cleveland International Film Festival Inc
2510 Market Ave	Cleveland	OH	44113	341262368	501(c)(3)	5500	Volunteer Grant
Cleveland State Univ Foundation Inc
2121 Euclid Ave MM105	Cleveland	OH	44115	341316665	501(c)(3)	5025	Levin College Forum
Community Legal Aid Services Inc
50 S Main St 800	Akron	OH	44308	340753560	501(c)(3)	15000	Health Ed Advocacy
Conservancy for Cuyahoga Valley Nat Pk
1403 W Hines Hill Rd	Peninsula	OH	44264	341917257	501(c)(3)	15000	Summer Program
Cuyahoga Community College Foundation
700 Carnegie Ave	Cleveland	OH	44115	237320719	501(c)(3)	11700	Presidential Scholarship Luncheon
Diabetes Partnership of Cleveland
3601 S Green Rd 100	Cleveland	OH	44122	340762558	501(c)(3)	19740	Swim for Diabetes
Domestic Violence Center
PO Box 5466	Cleveland	OH	44101	341278377	501(c)(3)	11100	Mask-or-Aid Ball
Epilepsy Association
2831 Prospect Ave	Cleveland	OH	44115	237198807	501(c)(3)	20000	Proactive Skill Prog
Free Medical Clinic of Greater Cleveland
12202 Euclid Ave	Cleveland	OH	44106	237078501	501(c)(3)	15000	Teen Clinic/Outrch
Gathering Place
23300 Commerce Pk	Beachwood	OH	44122	341879035	501(c)(3)	20000	Childrens' Programs
Greater Cleveland Community Shares
3631 Perkins Ave	Cleveland	OH	44114	341493880	501(c)(3)	5800	KP Comm Care Fund
Harvard Community Services Center
18240 Harvard	Cleveland	OH	44128	237098744	501(c)(3)	96000	HEAL/CHI
Helen Keller International
352 Park Ave So 1200	New York	NY	10010	135562162	501(c)(3)	10000	ChildSight Ohio
Hospice of the Western Reserve Inc
300 E 185th St	Cleveland	OH	44119	341256377	501(c)(3)	10000	Bereavement Camp
Ideastream
1375 Euclid Ave	Cleveland	OH	44115	341943865	501(c)(3)	10000	Keeping Kids Fit
Info Line Inc
703 S Main St 211	Akron	OH	44311	341170391	501(c)(3)	15000	Diabetic Care Proj
Kidney Foundation of Ohio Inc
2831 Prospect Ave	Cleveland	OH	44115	340827748	501(c)(3)	6200	Gen Oper Donation
Lake County Free Medical Clinic Inc
54 S State St 302	Painesville	OH	44077	341081191	501(c)(3)	15790	Safety Net Partner
Lake Health District Fund
33 Mill Street	Painesville	OH	44077	341598598	501(c)(3)	21850	Community Gardens	Suite 135A
Legal Aid Society of Cleveland
1223 West Sixth St	Cleveland	OH	44113	340866026	501(c)(3)	25000	Comm Advocacy Prg
Marymount Hospital Inc
12300 McCracken Rd	Garfield Hghts	OH	44125	340714458	501(c)(3)	100000	Charity Care Service
Mature Services Incorporated
415 S Portage Path	Akron	OH	44320	510148544	501(c)(3)	17770	Brown Bag Med Prg
MobileMed 1 Foundation
19910 Malvern Rd	Shaker Heights	OH	44122	264038371	501(c)(3)	50000	Providing Health Care
NAMI Greater Cleveland
2012 W 25th St 600	Cleveland	OH	44113	202254268	501(c)(3)	10000	Family Education Prog
Neighborhood Family Practice
3569 Ridge Rd	Cleveland	OH	44102	341300581	501(c)(3)	22119	Hispanic Pt Advocate
North Coast Health Ministry
16110 Detroit Ave	Lakewood	OH	44107	341536257	501(c)(3)	29140	Pt Critical Nds Fund
Ohio Grantmakers Forum
37 W Broad St 800	Columbus	OH	43215	311111842	501(c)(3)	10000	Health Care Reform
Opportunity Parish Ecum Neighborhood Mnstry
941 Princeton St	Akron	OH	44311	341046107	501(c)(3)	15000	Safety Net Grant
Planned Parenthood of Northeast Ohio Inc
444 W Exchange St	Akron	OH	44302	341015976	501(c)(3)	22020	Teens TalkingtoTeens
PM Foundation Inc
4909 Lorain Ave	Cleveland	OH	44102	346608706	501(c)(3)	7500	Healthy Lifestyles
Providence House Inc
2037 West 32nd St	Cleveland	OH	44113	341336325	501(c)(3)	42350	Six MonthBed Sponsor
Saint Martin De Porres High School
6111 Lausche Ave	Cleveland	OH	44103	522401852	501(c)(3)	15484	Corp Work Study Prgm
Slavic Village Development
5620 Broadway Ave	Cleveland	OH	44127	341344279	501(c)(3)	17026	Pedal for Health
United Way of Greater Cleveland
1331 Euclid Ave	Cleveland	OH	44115	346516654	501(c)(3)	25677	Inaugural Bike Tour Sponsorship
University Hospitals Health System Inc
11100 Euclid Ave	Cleveland	OH	44106	340714775	501(c)(3)	30000	Centering Pregnancy
Western Stark County Medical Clinic Inc
820 Amherst Rd NE	Massillon	OH	44646	341887206	501(c)(3)	15000	Safety Net Grant
YWCA of Greater Cleveland
4019 Prospect Ave	Cleveland	OH	44103	340714800	501(c)(3)	6675	Women's Leadership Conference

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	49	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Schedule I, Part I, Question 2	Identifier
Explanation	Grantees are required to sign a memorandum of understanding prior to grant funds disbursal. Grantees are required to submit a final report which delineates accomplishments, related to stated objectives, and describe the evaluation method used to assess accomplishments	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 (35 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
Timothy Alberts
0	195803	0	58550	0	108033	0	67646	0	17160	0	447192	0	75247
Daniel Beck
0	112997	0	31897	0	1550	0	16635	0	10218	0	173297	0	0
Heather Bossin
0	168767	0	10308	0	4342	0	44429	0	14390	0	242236	0	0
Christine Cassel
0	184500	0	0	0	0	0	0	0	0	0	184500	0	0
Thomas Chapman
0	191695	0	0	0	0	0	89109	0	0	0	280804	0	0
Craig M Faerber
0	141195	0	60000	0	107808	0	24545	0	6979	0	340527	0	0
Daniel Garcia
0	562551	0	640000	0	26214	0	61308	0	12296	0	1302369	0	0
William Graber
0	208269	0	0	0	0	0	0	0	0	0	208269	0	0
J Eugene Grigsby III
0	210900	0	0	0	0	0	0	0	0	0	210900	0	0
George Halvorson
0	1215613	0	5039506	0	1606796	0	61308	0	13287	0	7936510	0	0
Pamela Hara
0	227427	0	23576	0	34670	0	58449	0	17789	0	361911	0	0
Carolyn Hightower
0	192027	0	63392	0	123285	0	65590	0	17160	0	461454	0	90458
Judith Johansen
0	200075	0	0	0	0	0	0	0	0	0	200075	0	0
Patricia Kennedy-Scott
0	359537	0	233004	0	331498	0	135879	0	17789	0	1077707	0	292404
Joseph M LaGuardia
0	196292	0	9169	0	33274	0	59411	0	17160	0	315306	0	0
Kathryn Lancaster
0	630520	0	907953	0	570629	0	276632	0	12994	0	2398728	0	529003
Philip Marineau
0	200769	0	0	0	0	0	0	0	0	0	200769	0	0
Thomas Meier
0	314471	0	339188	0	148588	0	97808	0	12994	0	913049	0	113944
Jenny Ming
0	179269	0	0	0	0	0	0	0	0	0	179269	0	0
Donald Orndoff
0	376297	0	235328	0	22649	0	124482	0	13517	0	772273	0	0
Edward Pei
0	173000	0	0	0	0	0	16500	0	0	0	189500	0	0
J Neal Purcell
0	234858	0	0	0	0	0	0	0	0	0	234858	0	0
Thomas Revis
0	53750	0	69540	0	297180	0	58166	0	17160	0	495796	0	92019
Michelle Richter
0	150356	0	48525	0	4568	0	18037	0	17001	0	238487	0	0
ROCHELLE ROTH
0	167206	0	26934	0	2844	0	29508	0	12585	0	239077	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
Cynthia Telles
0	204613	0	0	0	0	0	0	0	0	0	204613	0	0
Belva Tibbs
0	215980	0	59414	0	83161	0	66411	0	17789	0	442755	0	66796
Bernard Tyson
0	892605	0	1290000	0	617691	0	469158	0	12994	0	3282448	0	587707
Jeffrey Wallace
0	150136	0	8732	0	6878	0	48143	0	17001	0	230890	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
Donna Lynne
0	476108	0	475000	0	363809	0	208108	0	14839	0	1537864	0	323554

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

IdentifierIdentifier	ExplanationExplanation
Schedule J, part II	Steven Zatkin- General counsel to 6/30/10; consultant 3/4/11 to present. Sandra Thompkins- Board of directors to 4/1/11. Schedule J, line 3 Kaiser foundation health plan of ohio 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 - Approval by the board or compensation committee - Compensation survey or study - Approval by the board or compensation committee
Schedule J, Line 4a	Thomas Revis $179,945 Listed persons participated in arrangements entitling them to severance benefits in the event of termination by the organization without cause or due to job elimination. Depending on position level, tenure, and termination reason, severance benefits payable under these arrangements provide for pay and health benefits continuation plus payment of accrued obligations. In addition, for some of the listed persons, severance benefits payable include prorated incentive awards for performance periods not yet ended. None of the listed persons participated in arrangements entitling them to change-of-control payments.
Schedule J, Line 4b	THOMAS REVIS 92,019 BELVA TIBBS 66,796 PATRICIA KENNEDDY-SCOTT 292,404 KATHRYN LANCASTER 529,350 THOMAS MEIER 114,428 ARTHUR SOUTHAM 688,121 DEBORAH STOKES 48,521 BERNARD TYSON 587,707 STEVEN ZATKIN 4,891 MARK ZEMELMAN 81,133 GEORGE HALVORSON 1,500,000 TIMOTHY ALBERTS 75,247 CAROLYN HIGHTOWER 90,458 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.
Schedule J, 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.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (51 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part VI, Line 4	Changes to governing documents	Articles Four and Seven of the Articles of Incorporation of the Corporation were amended in 2012 to (a) clarify the purpose of the Corporation; (b) make a reference to the Internal Revenue Code (Section 501(c)(3)) consistent with other references in the Articles; and (c) 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. Certificate of Amendment by Member was filed February 7, 2012; and On March 3, 2011, Article E., Officers, of the Bylaws of the Corporation was amended 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); (d) provide clarification regarding leadership in the event of the absence or disability of the President (Section E-9, Executive Vice President or National Senior Vice President); and (e) change the reference to "the President" in Sections E-3, E-4 and E-11 to "any President"; and On June 23, 2011, minor technical amendments were made to the Bylaws of the Corporation to make them more consistent with the Bylaws of Kaiser Foundation Health Plan, Inc. and its Health Plan subsidiaries and with organizational policies and current law. None of the changes were significant; and On December 1, 2011, Article A, Purpose, of the Bylaws of the Corporation was amended 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).
Form 990, Part VI, Line 6		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		Kaiser Foundation Health Plan, Inc (KFHP) appoints the Directors (and fills vacancies and has authority to remove Directors). The same 14 individuals who comprise the Board of Directors of KFHP also serve as the 14 Directors of KFHP Colorado, Ohio, Northwest and Mid-Atlantic States
Form 990, Part VI, Line 7b		The following actions of the corporation require approval of the sole member: a. removal of the Chairman of the Board or any President; b. amendment of Article D, Section D-4 of the Bylaws - Election and Term of Office of Directors
Form 990, Part VI, Line 11b		Form 990 review process 1. Key information necessary for the preparation of the tax return is obtained and/or confirmed with internal sources including regional finance, executive compensation, community benefits, treasury, government relations, and legal 2. Community benefits details are presented to the community benefit committee of the board for review 3. Executive compensation details are presented to the compensation committee of the board for review 4. The complete tax return is reviewed and signed by a Pricewaterhousecoopers tax advisor 5. The complete tax return is reviewed and signed by an officer or a member of management designated by an officer 6. The tax return is discussed with the full board of directors. A copy of the return is provided to each board member in electronic format prior to filing
Form 990, Part VI, Line 12c		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		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 and is available 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 $ 493,080 Change in Other Comprehensive Income < 2,990,668> Change in Capital Contribution < 8,779> Gain/Loss on investments - Tax < 434,630> Gain/Loss on Investments - Book 510,211 OTTI Losses < 400,568> ______________ TOTAL <$2,831,354>
Form 990, Part III, Line 4a - d	Exempt purpose achievements - Program Services	2011 COMMUNITY BENEFIT REPORT KAISER FOUNDATION HEALTH PLAN OF OHIO Kaiser Foundation Health Plan of Ohio or "Ohio Health Plan" is a tax-exempt subsidiary health plan of Kaiser Foundation Health Plan, Inc. (KFHP). Kaiser Foundation Health Plan of Ohio 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, the Ohio Health Plan served 103,499 members and has 1,558 full time administrative, clerical and technical employees. Ohio 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 Ohio Permanente Physicians 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, Safety Net Partnerships, Community Health Initiatives and Charitable Coverage Programs. In 2007, the KFHP/H Board of Directors refined the focus of the organization 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 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. Provide 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 - Improve 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 OHIO REGION In 2011, the Ohio Health Plan spent approximately $12.3 million or approximately 2.2% of revenue to support the Community Benefit Program. A breakdown of the 2011 Community Benefit dollars is included in Attachment A. The following identifies many of the signature community benefit programs and services funded by Ohio Health Plan grouped according to the four streams of work. CARE AND COVERAGE FOR LOW-INCOME PEOPLE In 2011, the Ohio Health Plan expended $9.9 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 by a Permanente provider. Charitable Care (Medical Financial Assistance and Charitable Coverage Programs) In the Ohio Region, Health Plan provides charity care to low-income vulnerable populations through the Medical Financial Assistance and Charitable Coverage Programs. In 2011, the Ohio Health Plan spent $7.9 million on under-and uninsured Ohio residents. - Medical Financial Assistance The Ohio Health Plan contributed $1.6 million to assist patients with limited or no resources to pay for care provided in Kaiser Permanente facilities. Each region offers financial assistance to help families and individuals that are unable to meet all or part of the cost of medical care on an immediate and nonrecurring basis. Kaiser Permanente's charity care program also includes discounted charges for uninsured patients below 400% federal income guidelines and aligned contracted collection agency practices with Kaiser Permanente social values. The amount reported under this category is only part of the funds spent by KFH and KFHP for the poor and uninsured. The organization's commitment to charitable care is also reflected in a variety of other programs and initiatives such as the Charitable Coverage Program and grants and donations to community clinics and other safety net providers. Medical Financial Assistance is offered to both members and non members, and eligibility is solely based on income. - Charitable Coverage Transition Plan - The Transition Plan is a 2-year HMO insurance product that provides coverage for low-income individuals (up to 250% FPL) who are not eligible for public programs such as Medicaid or Medicare. Applicants are referred to Kaiser Permanente through a hotline telephone number that connects them to our community partner who assists them through the application process. More than half of the members are new to KP. The plan subsidizes co-pays and premiums, charging $20 per month for individuals and $40 per month for families. They receive comprehensive benefits including prescription drug coverage and hospitalization. Access to Care - Kaiser Permanente participates as an Access to Care safety net provider in Summit County and provides uncompensated, charity care to qualified (non Medicaid eligible) patients. Access to Care is a program of the Healthy Connections Network, a nonprofit organization located in Summit County, Ohio that links uninsured individuals to care. The Network utilizes providers throughout Summit County to provide uncompensated, charity care to qualified patients. The Network serves as the initial point of entry for the patient and makes referrals to partner providers based upon capacity and patient request. Services include primary care visits and some ancillary - lab and imaging services. All specialty care referrals are made back to Healthy Connections Network. Participation in Medicaid and Other Government Sponsored Health Care Programs The Ohio Health Plan has a long history of participation in publicly financed health programs. In 2011, the Ohio Region provided medical coverage and services valued at approximately $1.5 million (in excess of reimbursement) for individuals in the following program: - Care Source Medicaid Program - The Ohio Region does not contract directly with the state as a managed care plan, instead they contract with CareSource, the largest MCO in the state. On behalf of the Ohio Health Plan, Ohio Permanente physicians provide care for CareSource patients. When a patient selects KP as their provider they can access a proscribed list of primary care and ancillary services. In 2011, all physicians and facilities were credentialed as required by state regulations, to see these Medicaid patients. The difference between cost of care and reimbursement from CareSource is reported as Community Benefit. - Medicare-Medicaid Premium Subsidy - In Ohio, state policy does not allow use of state dollars to pay for Medicare monthly premiums, even for low-income persons. Health Plan paid the monthly Medicare premium for dual-eligible Medicare/Medicaid members. This effort supports low-income persons and provides richer Medicare benefits than fee-for-service.
Grants and Donations for Care and Coverage		Kaiser Permanente renewed support for the Teen Clinic and Teen Outreach Program at the Free Medical Clinic of Greater Cleveland. The Teen Clinic provides comprehensive services and leverages professional and clinical volunteer support to serve young people age 13-21. The Teen Outreach Program provides health and wellness education at The Free Clinic and in community venues throughout Greater Cleveland. Kaiser Permanente made grants to the Cleveland Clinic Foundation and Marymount Hospital to support the provision of charity care services for patients who are uninsured or underinsured. COMMUNITY HEALTH INITIATIVES As an innovator in health, Kaiser Permanente designs, delivers and sustains long-term programs that engage communities in work to improve the conditions in their neighborhoods, workplaces and schools that can support good health, particularly Healthy Eating, Active Living (HEAL). The Ohio Health Plan spent $363,655 on community health initiatives during 2011. Grants and Donations for Community Health Initiatives The Community Health Initiative in Ward 1 Cleveland is in its 6th year. In 2011 focus remained on building sustainable infrastructure and capacity for the institutional home of HEAL, maintaining 10 community gardens and participating in numerous initiatives to change the built environment and impact policy to make healthy and active living the easy choice. HEAL advocacy efforts led the City of Cleveland to include and fund the construction of a walking path into the city's largest park renovation. A grant was made to Harvard Community Services Center, to provide support as the institutional home of Ohio's CHI community. Support was granted to The Lake County General Health District for the Lake County Community Garden Program, which will establish community gardens in Mentor and Concord Township to improve access to fresh fruits and vegetables for residents. The gardens will be part of the Lake County "Action Communities for Health, Innovation, and Environmental Change" (ACHIEVE) initiative, a county-wide partnership to improve physical activity and nutrition among residents of Lake County. SAFETY NET PARTNERSHIPS Through funding, technical assistance, influencing public policy, 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. The Ohio Health Plan donated $228,346 to support safety net providers through its Thriving Communities Grant Program. Following are three examples: - Care Alliance, an FQHC, undertook the Health Outcomes Improvement Initiative to improve health outcomes of Care Alliance patients. The program, led by a Quality Improvement Registered Nurse, launched wellness programming to help lead to an application for recognition as an NCQA Patient Centered Medical Home. - Kaiser Permanente supported the Community Advocacy Program, a medical-legal partnership which places Legal Aid attorneys at MetroHealth sites to work with physicians to identify and address legal issues that impact health outcomes in patients. - North Coast Health Ministry is a free clinic providing health care services to low-income, uninsured men, women and children living in western Cuyahoga County. Kaiser Permanente's grant will support the Chronic Illness Management Program which seeks to prevent and minimize complications associated with chronic illnesses through a coordinated team of caregivers and leveraging prescription assistance programs to provide medications to patients at no cost. 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 Ohio Health Plan spent $514,260 to support programs and services for the development and dissemination of knowledge and provided grants and donations to nonprofit organizations. Educational Theatre Programs (ETP) The Ohio Health Plan's Educational Theatre Programs is based upon a model for promoting health through theatre. KP staff collaborate with the Cleveland Metropolitan School District to train student actors as health education ambassadors and in turn deliver health messages to a broader audience of peers. The program is comprised of three productions: Secrets, focused on HIV/AIDS and other sexually transmitted diseases; The Amazing Food Detective, designed to educate elementary school students about the importance of good nutrition and exercise; and Peace Signs, a conflict resolution, violence prevention, and healthy choices production. Approximately 53 high school students worked as actors in the three productions; and presented 29 performances to 7,054 children and adults. Grants and Donations for Knowledge Dissemination Approximately $70 thousand in grants were awarded for programs related to evidence based medicine, prevention programs and health education. Following are a few examples of community based programs and services funded through the Kaiser Permanente's Thriving Communities Grants Program: Teens Talking to Teens (Triple T) is Planned Parenthood's flagship youth development program supporting the development of healthy lifestyles, responsible decision making, and leadership development amongst adolescents. Grant funds from Kaiser Permanente supported Triple T programs in East Cleveland and Akron. A grant from Kaiser Permanente assisted Providence House in piloting a Trauma Intervention and Therapy Program. Providence House is a crisis nursery offering shelter for at-risk children as well as education, mentoring, case management and aftercare focused on family preservation. The services of The Gathering Place's Children's Programs have been developed based on known data regarding the impact of family illness on children and also on the most widely accepted theories of child development and child mental health. During the grant period, a tool to assess the outcome of children's participation in various programs and services will be refined and piloted. OTHER COMMUNITY BENEFITS The Ohio Health Plan spent approximately $1.3 million to support a variety of other community benefit programs and services to improve community health. Youth and Other Self Sufficiency Programs The Ohio Health Plan supported 56 students in two different programs. The Y.O.U. program offers economically disadvantaged high school students in Ohio with supportive and meaningful employment experiences in the health care field. Employment is during the summer months throughout the organization. INROADS focuses on developing minority college students for leadership roles in corporations and in the community. Student interns typically work two to five summers at Kaiser Permanente with the goal of permanent placement upon graduation from college.
Other Community Grants and Donations		The Ohio Health Plan awarded 57 grants totaling $758,758 to various community-based organizations to support projects targeted towards children, youth and prevention initiatives. Following is an example of the grants and donations given to community organizations: The Cleveland Metropolitan School District's Students of Promise Program, also known as Closing the Achievement Gap (Program) was created based on the understanding that there should be no 'reason' for Cleveland's African American male students to drop out of high school. 'Reasons' can be affected by family, school or community and may include a lack of connection to the school environment, such as: a perception that school is boring, feeling unmotivated, not getting along with teachers, and not understanding the academic material and the weight of real world events. A comprehensive approach was designed based on using multiple interventions to address the whole student, which includes addressing both the academic and social-emotional learning needs. St. Martin de Porres' unique partnership with the greater Cleveland business community has been identified as a leading indicator of student's persistence rate in college. Each Saint Martin student works in a job-sharing team comprised of four students. Working in a rotating schedule, each team fills one full time equivalent job in a standard Monday-Friday business week schedule. The program sets the tone for student behavior and expectations in the workplace and in the classroom. The program also provides meaningful opportunities for professionals to interact with and mentor their student workers while making a difference in their lives. The Diversity Center has honored men and women of outstanding dedication and community service in our region at the annual Humanitarian Award Dinner. Nominees exhibit an extensive record of involvement in civic, charitable, volunteer, and professional organizations. Each nominee has contributed to the improvement of human relations among diverse groups in Northeast Ohio. Regional Community Benefit Operations The Ohio Health Plan has a dedicated Community Benefit Department with three full time employees to coordinate CB initiatives and support regional community benefit programs and services. ATTACHMENT A 2011 COMMUNITY BENEFIT INVESTMENT - OHIO REGION The following chart summarizes the 2011 Community Benefit investments by the Ohio Health Plan. The investments in the community reflected in the chart are unaudited. CARE & COVERAGE Charitable Care & Coverage Programs $ 7,905,437 Government Sponsored Programs 1,455,045 Grants/Donations for Care and Coverage 505,000 Care & Coverage CB Operations 46,155 Subtotal: $ 9,911,637 COMMUNITY HEALTH INITIATIVES Grants/Donations for Community Health Initiatives $ 330,646 Community Health Initiatives CB Operations 33,009 Subtotal: $ 363,655 SAFETY NET PARTNERSHIPS Grants/Donations for Safety Net Partnerships $ 228,346 Subtotal: $ 228,346 KNOWLEDGE DISSEMINATION Medical Research $ 206,120 Educational Theatre Program 153,914 Health Care Training & Education Programs 84,486 Grants/Donations for Knowledge Dissemination 69,740 Subtotal: $ 514,260 OTHER COMMUNITY BENEFITS Self Sufficiency Programs $ 23,966 Grants/Donations for Other Community Benefits 758,758 Other CB Operations 489,363 Subtotal: $ 1,272,087 TOTAL $12,289,985
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Christine Cassel TITLE:Director HOURS:7
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Thomas Chapman TITLE:Director HOURS:9
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Daniel Garcia TITLE:SVP, Chief Compliance Officer HOURS:48
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:William Graber TITLE:Director HOURS:7
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:J. Eugene Grigsby III TITLE:Director HOURS:8
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:Judith Johansen TITLE:Director HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Kim J. Kaiser TITLE:Director HOURS:8
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Philip Marineau TITLE:Director HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Jenny Ming TITLE:Director HOURS:5
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Edward Pei TITLE:Director HOURS:8
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:J. Neal Purcell TITLE:Director HOURS:9
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Cynthia Telles TITLE:Director HOURS:7
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Sandra Thompkins TITLE:Director HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Margaret E Porfido TITLE:Director HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Daniel Beck TITLE:VP, Regional Counsel - Ohio HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Patricia Kennedy-Scott TITLE:Region President - Ohio HOURS:5
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: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:ROCHELLE ROTH TITLE:SENIOR DIRECTOR,QRM 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:Bernard Tyson TITLE:President & COO HOURS:45
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Victoria Zatkin TITLE:VP, Off of Brd & Corp Gov Svcs HOURS:46
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Mark Zemelman TITLE:SVP, Gen Counsel & Secretary HOURS:48
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Donna Lynne TITLE:Group President HOURS:46
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Craig M. Faerber TITLE:VP, CFO - Ohio HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Pamela Hara TITLE:VP, Quality/Service HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Joseph M LaGuardia TITLE:VP, Mktg, Sls & Bus Devel HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Thomas Revis TITLE:VP, CFO - Ohio HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Belva Tibbs TITLE:VP, Medical Operations HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Timothy Alberts TITLE:VP, Human Resources HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Heather Bossin TITLE:Dir, Financial Services HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Carolyn Hightower TITLE:VP, Regional HP Admin - OH HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Michelle Richter TITLE:Dir, Group Sales and Acct Mgmt HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Jeffrey Wallace TITLE:Dir, Pharmacies HOURS:20
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)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrgControlledOrg
Kaiser Foundation Health Plan Inc
One Kaiser Plaza 15L	Oakland	CA	94612	941340523	Health Care	CA	501(c)(3)	9	NA	false
Kaiser Foundation Health Plan of CO Inc
One Kaiser Plaza 15L	Oakland	CA	94612	840591617	Health Care	CO	501(c)(3)	9	KFHP INC	true
Kaiser Foundation Health Plan of GA Inc
One Kaiser Plaza 15L	Oakland	CA	94612	581592076	Health Care	GA	501(c)(3)	9	KFHP INC	true
Kaiser Foundation Health Plan of the MAS
One Kaiser Plaza 15L	Oakland	CA	94612	520954463	Health Care	MD	501(c)(3)	9	KFHP INC	true
Kaiser Foundation Health Plan of the NW
One Kaiser Plaza 15L	Oakland	CA	94612	930798039	Health Care	OR	501(c)(3)	9	KFHP INC	true
Kaiser Foundation Hospitals
One Kaiser Plaza 15L	Oakland	CA	94612	941105628	Health Care	CA	501(c)(3)	3	KFHP INC	true
Camp Bowie Service Center
One Kaiser Plaza 15L	Oakland	CA	94612	943299123	Admin	CA	501(c)(3)	11 - I	KFHP INC	true
Kaiser Health Alternatives
One Kaiser Plaza 15L	Oakland	CA	94612	930954562	Health Care	OR	501(c)(3)	9	KFHP INC	true
Kaiser Hospital Asset Management Inc
One Kaiser Plaza 15L	Oakland	CA	94612	943299125	Asset Mgt	CA	501(c)(3)	11 - I	KF HOSPITALS	true
Kaiser Health Plan Asset Management Inc
One Kaiser Plaza 15L	Oakland	CA	94612	943299124	Asset Mgt	CA	501(c)(3)	11 - I	KFHP INC	true
Lokahi Assurance Ltd
One Kaiser Plaza 15L	Oakland	CA	94612	912171891	Risk mgmt	HI	501(c)(3)	11 - I	KFHP INC	true
OHP
One Kaiser Plaza 15L	Oakland	CA	94612	930480268	Leasing	WA	501(c)(3)	11 - I	KFHP INC	true
1800 Harrison Foundation
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943317484	FINANCING	CA	501(c)(3)	11 - II	KFHP INC	true
Kaiser Hospital Assistance Corporation
One Kaiser Plaza 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 15L	OAKLAND	CA	94612	203924985	CONSULTING	CA	NA	NONE	0	0	$0	0.00000
KAISER PERMANENTE VENTURES LLC
ONE KAISER PLAZA 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
Archimedes Inc
One Kaiser Plaza 15L	Oakland	CA	94612	203774729	Consulting	CA	NA	C Corp	0	0	0.00000
Kaiser Permanente International
One Kaiser Plaza 15L	Oakland	CA	94612	943245176	Consulting	CA	NA	C Corp
Kaiser Permanente Insurance Company
One Kaiser Plaza 15L	Oakland	CA	94612	943203402	Insurance	CA	NA	C Corp
Kaiser Properties Services Inc
One Kaiser Plaza 15L	Oakland	CA	94612	943259432	Real Estate	CA	NA	C Corp
Oak Tree Assurance Ltd
One Kaiser Plaza 15L	Oakland	CA	94612	030329760	Insurance	VT	NA	C Corp

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	true	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	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	false	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	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (36 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
KAISER FOUNDATION HEALTH PLAN INC
K	2735910	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
L	16754063	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
O	15477669	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
P	7116816	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
A	5162877	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
E	34000000	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
K	61651131	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
L	43524690	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
O	59807090	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
P	149876304	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
Q	40000000	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
K	294219	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
L	101237	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
N	93997	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
O	543694	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
P	2926	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
K	149026	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
L	347471	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
O	37125	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
P	18601	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
K	397629	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
O	37150	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
P	25420	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
K	46729	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
L	19416	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
O	3733	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
P	35590	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
L	1595185	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
O	82079	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
K	1112857	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
L	29798548	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
P	4483796	PER AGREEMENT
LOKAHI ASSURANCE LTD
L	42825671	PER AGREEMENT
LOKAHI ASSURANCE LTD
P	5572120	PER AGREEMENT
LOKAHI ASSURANCE LTD
Q	7665000	PER AGREEMENT
OAK TREE ASSURANCE LTD
P	282245	PER AGREEMENT