KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (EIN 93-0798039)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201243189349302264
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T11:33:46-06:00 | 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 | PRICEWATERHOUSCOOPERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930798039 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAISER FOUNDATION HEALTH PLAN | BusinessNameLine1 |
| Business Name Line2 | OF THE NORTHWEST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of 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 | ANDREW R MCCULLOCH | 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 | 3202133905 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | OR | 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 | 7000 | TotalNbrEmployees |
| Total Nbr Volunteers | 102 | TotalNbrVolunteers |
| Total Gross UBI | 6615880 | TotalGrossUBI |
| Contributions Grants Prior Year | 56498 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 34240 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2682950846 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2817773409 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 29927694 | InvestmentIncomePriorYear |
| Investment Income Current Year | 21487196 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 13216018 | OtherRevenuePriorYear |
| Other Revenue Current Year | 24729746 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2726151056 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2864024591 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 338109 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 274273 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 661685670 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 726642417 | 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 | 2042758098 | OtherExpensePriorYear |
| Other Expenses Current Year | 2123400985 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2704781877 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2850317675 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 21369179 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13706916 | RevenuesLessExpensesCY |
| Total Assets BOY | 1024197650 | TotalAssetsBOY |
| Total Assets EOY | 1228271737 | TotalAssetsEOY |
| Total Liabilities BOY | 941102794 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1266392539 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 83094856 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -38120802 | 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 | 2670637561 | Expense |
| Grants | 0 | Grants |
| Revenue | 2796342897 | Revenue |
| Description | MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN OF NORTHWEST (KFHP OF NORTHWEST) PROVIDES HOSPITAL, MEDICAL, AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE, FOR ITS MEMBERS WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP OF NORTHWEST EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE. ADDITIONAL INFORMATION ABOUT NORTHWEST HEALTH PLAN'S CHARITABLE ACTIVITIES CAN BE FOUND IN SCHEDULE O. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 28071122 | Expense |
| Grants | 0 | Grants |
| Revenue | 14671517 | Revenue |
| Description | Participation in Medicaid and Other Government Sponsored Programs Northwest Health Plan is committed to improving the way Medicaid beneficiaries receive care, not only in our facilities, but also in the communities we serve. In 2011, Northwest Health Plan participated in a number of government programs. Medicaid Managed Care - providing comprehensive care for more than 7,603 managed care members and the Medicaid FFS program. ADDITIONAL INFORMATION ABOUT NORTHWEST HEALTH PLAN'S CHARITABLE ACTIVITIES CAN BE FOUND IN SCHEDULE O. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 15596865 | Expense |
| Grants | 0 | Grants |
| Revenue | 150741 | Revenue |
| Description | Charitable Care (Medical Financial Assistance and Charitable Coverage) Health Plan provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. MFA - Health Plan offers financial assistance to help families and individuals that are unable to pay for all or part of the cost of urgent or emergent care provided in Kaiser Permanente 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 4,583 patients received comprehensive care for up to four years through these programs. ADDITIONAL INFORMATION ABOUT NORTHWEST HEALTH PLAN'S CHARITABLE ACTIVITIES CAN BE FOUND IN SCHEDULE O. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1947358 | Expense |
| Grants | 274273 | Grants |
| Revenue | 0 | Revenue |
| Description | SEE SCHEDULE O COMMUNITY BENEFIT REPORT | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1947358 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 274273 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2716252906 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | 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 | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | 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 | 4290 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 7000 | 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 | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | 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 (37 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 | 1.0 | X | 0 | 191695 | 89109 | ||||
| Daniel Garcia | |||||||||
| SVP, Chief Compliance Officer | 2.0 | X | 0 | 1228765 | 73604 | ||||
| William Graber | |||||||||
| Director | 0.5 | X | 0 | 208269 | 0 | ||||
| J Eugene Grigsby III | |||||||||
| Director | 1.0 | X | 0 | 210900 | 0 | ||||
| George Halvorson | |||||||||
| Chairman and CEO | 5.0 | X | 0 | 7861915 | 74595 | X | |||
| Judith Johansen | |||||||||
| Director | 0.5 | 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 | 0.3 | X | 0 | 179269 | 0 | ||||
| Edward Pei | |||||||||
| Director | 0.5 | X | 0 | 173000 | 16500 | ||||
| Margaret Porfido | |||||||||
| Director | 0.5 | X | 0 | 35013 | 0 | ||||
| J Neal Purcell | |||||||||
| Director | 0.5 | X | 0 | 234858 | 0 | ||||
| Cynthia Telles | |||||||||
| Director | 0.5 | X | 0 | 204613 | 0 | ||||
| Sandra Thompkins | |||||||||
| Director | 0.5 | X | 0 | 39031 | 0 | ||||
| Kathryn Lancaster | |||||||||
| EVP & CFO | 4.0 | 0 | 2109102 | 289626 | X | ||||
| Donna Lynne | |||||||||
| Group President & Region Pres. | 4.0 | 0 | 1314917 | 222947 | X | ||||
| Andrew McCulloch | |||||||||
| Region President - Northwest | 25.0 | 0 | 818911 | 219483 | X | ||||
| Thomas Meier | |||||||||
| SVP, Corporate Treasurer | 3.0 | 0 | 802247 | 110802 | X | ||||
| Donald Orndoff | |||||||||
| SVP, NFS | 5.0 | 0 | 634274 | 137999 | X | ||||
| Arthur Southam | |||||||||
| EVP, HP 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 | ||||
| William Wiechmann | |||||||||
| VP, Regional Counsel - NW | 50.0 | 0 | 432535 | 78860 | X | ||||
| Victoria Zatkin | |||||||||
| VP, Off of Brd & Corp Gov Svcs | 4.0 | 0 | 314768 | 84531 | X | ||||
| Mark Zemelman | |||||||||
| SVP, Gen Counsel & Secretary | 3.0 | 0 | 778576 | 191923 | X | ||||
| Mark Charpentier | |||||||||
| VP, Mktg, Sls & Bus Devel | 30.0 | 0 | 413400 | 85710 | X | ||||
| Mark Enger | |||||||||
| VP, Chief Operations Officer | 30.0 | 0 | 631009 | 107523 | X | ||||
| Susan Hennessy | |||||||||
| VP, Strategic Planning & Hlth | 30.0 | 0 | 805850 | 293708 | X | ||||
| Susan Mullaney | |||||||||
| Hospital Admin - Sunnyside | 30.0 | 0 | 300298 | 41231 | X | ||||
| Karen Schartman | |||||||||
| VP & CFO | 30.0 | 0 | 484692 | 86025 | X | ||||
| Stephen Shawn Barton | |||||||||
| Exec Dir, Revenue Cycle - NW | 30.0 | 0 | 283224 | 30064 | X | ||||
| Mary Durham | |||||||||
| VP, The Center Health Research | 30.0 | 0 | 332723 | 106604 | X | ||||
| Eleanor Godfrey | |||||||||
| VP, Quality & Service | 30.0 | 0 | 280280 | 88227 | X | ||||
| Michael Kinard | |||||||||
| Ambulatory Care Svc Leader | 30.0 | 0 | 319054 | 74903 | X | ||||
| Richie Smith | |||||||||
| VP, HR - NW | 30.0 | 0 | 354540 | 70580 | 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 | 29431515 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3600336 | TotalOtherCompensation |
| Number Individuals GT100 K | 761 | 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 |
|---|---|---|---|---|---|
| NORTHWEST PERMANENTE PC | |||||
| 500 NE MULTNOMAH STREET | PORTLAND | OR | 97232 | MEDICAL SERVICES | 441565100 |
| PERMANENTE DENTAL ASSOCIATES | |||||
| 500 NE MULTNOMAH STREET | PORTLAND | OR | 97232 | DENTAL SERVICES | 39239107 |
| PEACEHEALTH | |||||
| 1615 DELAWARE ST | LONGVIEW | WA | 98632 | HOSPITAL SERVICES | 20629206 |
| OREGON HEALTH SCIENCE UNIVERSITY | |||||
| 3181 SW SAM JACKSON PARK RD | PORTLAND | OR | 97201 | HOSPITAL SERVICES | 22473400 |
| KAISER FOUNDATION HOSPITALS | |||||
| 500 NE MULTNOMAH STREET | PORTLAND | OR | 97232 | HOSPITAL SERVICES | 641834284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 286 | NumberOfContractorsGT100K |
| All Other Contributions | 34240 | AllOtherContributions |
| Total Contributions | 34240 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MBR HLTH CARE PREM | 621400 | 2022414518 | 2022414518 | |
| SUPPL CHARGE/PHARM | 621400 | 136450099 | 129841845 | 6608254 |
| NON-PLAN & IND REV | 621400 | 9194093 | 9194093 | |
| OTHER PRGRM SERV | 621400 | 19188175 | 19188175 | |
| MEDICARE | 621400 | 630526524 | 630526524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2817773409 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18183561 | TotalRevenueColumn |
| Exclusion | $18,183,561 | 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 | 1001936 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 551732 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 450204 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 450204 | TotalRevenueColumn |
| Unrelated Business Revenue | 7626 | UnrelatedBusinessRevenue |
| Exclusion | $442,578 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 340732068 | Securities |
| Other | 129149 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 337222797 | Securities |
| Other | 334785 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3509271 | Securities |
| Other | -205636 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3303635 | TotalRevenueColumn |
| Exclusion | $3,303,635 | 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 |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 24279542 | TotalRevenueColumn |
| Exclusion | $24,279,542 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 24279542 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2864024591 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2811165155 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 6615880 | UnrelatedBusinessRevenue |
| Exclusion | $46,209,316 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274273 | Total |
| Program Services | 274273 | 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 | 436426262 | Total |
| Program Services | 405774686 | ProgramServices |
| Management And General | 30651576 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69211288 | Total |
| Program Services | 69211288 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185335023 | Total |
| Program Services | 166059275 | ProgramServices |
| Management And General | 19275748 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35669844 | Total |
| Program Services | 35653423 | ProgramServices |
| Management And General | 16421 | 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 | 1116760 | Total |
| Management And General | 1116760 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1613437 | Total |
| Management And General | 1613437 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298078 | Total |
| Management And General | 298078 | 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 | 450352 | Total |
| Management And General | 450352 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346068251 | Total |
| Program Services | 320843493 | ProgramServices |
| Management And General | 25224758 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3882013 | Total |
| Program Services | 337756 | ProgramServices |
| Management And General | 3544257 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7872798 | Total |
| Program Services | 7024772 | ProgramServices |
| Management And General | 848026 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139434939 | Total |
| Program Services | 117507917 | ProgramServices |
| Management And General | 21927022 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13204281 | Total |
| Program Services | 13202729 | ProgramServices |
| Management And General | 1552 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2656153 | Total |
| Program Services | 2307966 | ProgramServices |
| Management And General | 348187 | 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 | 850651 | Total |
| Management And General | 850651 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2401994 | Total |
| Program Services | 2401994 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34176808 | Total |
| Program Services | 34176808 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14332964 | Total |
| Program Services | 14332796 | ProgramServices |
| Management And General | 168 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BASIC CONTRACT PAYMENTS | 1110320960 | 1110320960 | |
| SUPPLIES | 328846477 | 306585316 | 22261161 |
| INTER-REGIONAL CHARGES | 65612688 | 61506981 | 4105707 |
| STATE & LOCAL TAXES | 23183455 | 23183455 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27077926 | Total |
| Program Services | 25547018 | ProgramServices |
| Management And General | 1530908 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2850317675 | Total |
| Program Services | 2716252906 | ProgramServices |
| Management And General | 134064769 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5377638 | BOY |
| EOY | 6752684 | 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 | 55396885 | BOY |
| EOY | 66729582 | 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 | 23191438 | BOY |
| EOY | 23583251 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4963066 | BOY |
| EOY | 4638486 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 588895530 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 331506718 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246284447 | BOY |
| EOY | 257388812 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 686306705 | BOY |
| EOY | 820134401 | 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 | 2677471 | BOY |
| EOY | 49044521 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1024197650 | BOY |
| EOY | 1228271737 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142589262 | BOY |
| EOY | 181729185 | 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 | 26266333 | BOY |
| EOY | 24948898 | 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 | 772247199 | BOY |
| EOY | 1059714456 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 941102794 | BOY |
| EOY | 1266392539 | 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 | 4712722 | BOY |
| EOY | 4712722 | 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 | 78382134 | BOY |
| EOY | -42833524 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83094856 | BOY |
| EOY | -38120802 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1024197650 | BOY |
| EOY | 1228271737 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 13706916 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -134922574 | 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 | false | FederalGrantAuditRequired |
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 Minus1 Year | 56498 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34240 | CurrentTaxYear |
| Total | 90738 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2346496968 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2461397785 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2573087902 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2682950846 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2817773409 | CurrentTaxYear |
| Total | 12881706910 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2346496968 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2461397785 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2573087902 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2683007344 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2817807649 | CurrentTaxYear |
| Total | 12881797648 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 12881797648 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31794233 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30524341 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26785941 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22587692 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19185497 | CurrentTaxYear |
| Total | 130877704 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31794233 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30524341 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26785941 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22587692 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19185497 | CurrentTaxYear |
| Total | 130877704 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2378291201 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2491922126 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2599873843 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2705595036 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2836993146 | CurrentTaxYear |
| Total | 13012675352 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98994 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98846 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01006 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01154 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 | |
| Form4720 Filed | false | Form4720Filed |
| 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 | $184,721 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | true | RalliesDemonstrations |
| Rallies Demonstrations | $40,408 | RalliesDemonstrationsAmount |
| Other Activities | true | OtherActivities |
| Other Activities | $72,949 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 298078 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule C, Part II-B, Lines 1a through 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 | 31777408 | OtherCostOrOtherBasis |
| Book Value | 31777408 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 380880969 | OtherCostOrOtherBasis |
| Depreciation | 226201341 | Depreciation |
| Book Value | 154679628 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21853088 | OtherCostOrOtherBasis |
| Depreciation | 10290595 | Depreciation |
| Book Value | 11562493 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 136630922 | OtherCostOrOtherBasis |
| Depreciation | 85496900 | Depreciation |
| Book Value | 51134022 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17753143 | OtherCostOrOtherBasis |
| Depreciation | 9517882 | Depreciation |
| Book Value | 8235261 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 257388812 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SELF-INSURED RISK - PPL | $63,394,920 |
| SELF-INSURED RISK - AUTO & UNEMPLOYMENT | $385,000 |
| SELF-INSURED RISK - WORKERS COMP | $5,174,515 |
| POST RETIREMENT BENEFIT-LT | $953,994,770 |
| POST RETIREMENT BENEFIT-CURRT | $9,506,014 |
| OTHER LIABILITIES | $27,259,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1059714456 | TotalOfAmounts |
| Total Revenue | 2864024591 | TotalRevenue |
| Total Expenses | 2850317675 | TotalExpenses |
| Excess Or Deficit For Year | 13706916 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2800671 | NetUnrealizedGLOnInvestments |
| Other | -$132,121,903 | OtherAmount |
| Total Adjustments | -134922574 | TotalAdjustments |
| Excess Or Deficit Per FS | -121215658 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2854462266 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2800671 | NetUnrealizedGainsInvestments |
| Other Revenues | 1773342 | OtherRevenues |
| Revenue Not Rptd F990 | -1027329 | RevenueNotRptdF990 |
| Revenue Subtotal | 2855489595 | RevenueSubtotal |
| Other Revenues Not Included | 8534996 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 8534996 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2864024591 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2975677926 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 133678499 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 133678499 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2841999427 | ExpensesSubtotal |
| Other Expenses Not Included | 8318248 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 8318248 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2850317675 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule D, Part XI, Line 8 | Change in Other Comprehensive Income $ (131,015,961) Gain/loss on sale of investments - tax (3,509,271) Gain/loss on sale of investments - book 4,954,272 See "note 1" (2,550,943) TOTAL $ (132,121,903) 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 | Gain/loss on sale of investments - book $ 4,954,272 OTTI Losses (2,550,943) Interentity revenue reclass 7,688,261 Net Internal Interest reclass (2,060,062) Investment management fee reclass (450,352) Bad Debt expense reclass (5,807,834) total $ 1,773,342 |
| Schedule D, Part XII, Line 4b | Gain/loss on sale of investments - tax 3,509,271 Rental expenses reclass (551,732) Gain/loss on sale of fixed assets reclass (209,330) Miscellaneous revenue reclass 5,786,787 Total $ 8,534,996 |
| Schedule D, Part XIII, Line 2d | CHANGE IN OTHER COMPREHENSIVE INCOME $ 131,015,963 Interentity Expense reclass 7,688,261 Misc Expenses reclass (5,786,787) RENTAL EXPENSES RECLASS 551,732 GAIN/LOSS ON SALE OF FIXED ASSETS RECLASS 209,330 Total $ 133,678,499 |
| Schedule D, Part XIII, Line 4b | Bad Debt expense reclass $ 5,807,834 INVESTMENT MANAGEMENT FEE RECLASS 450,352 Net Internal Interest reclass 2,060,062 Total $ 8,318,248 |
| Schedule D, Part X, QUESTION 2 | NOT REQUIRED |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Albertina Kerr Centers | |||||||
| 424 NE 22nd Avenue | Portland | OR | 97232 | 930386780 | 501(c)(3) | 7100 | Spotlight at Kerr 2011 Event Support\Annual Fundra |
| American Heart Assoc - Pacific Mtn Affiliate | |||||||
| 1200 NW Naito Pkwy 220 | Portland | OR | 97209 | 135613797 | 501(c)(3) | 25000 | Start! Greater Portland Heart & Stroke Walk 2011 E |
| City of Hillsboro | |||||||
| 150 E Main Street | Hillsboro | OR | 97123 | 936002183 | Government | 7825 | Celebrate Hillsboro 2011 Other |
| Dental Foundation of Oregon | |||||||
| PO Box 3710 | Wilsonville | OR | 97070 | 930818476 | 501(c)(3) | 10000 | Oregon Mission of Mercy (MOM II) Event Support\Hea |
| Morrison Center | |||||||
| 9911 SE Mt Scott Blvd | Portland | OR | 97266 | 930354176 | 501(c)(3) | 5600 | Cooking for Kids Series 2011 Event Support\Dinner |
| Portland Schools Foundation | |||||||
| 2069 NE Hoyt | Portland | OR | 97232 | 931149789 | 501(c)(3) | 9600 | Roast Festival 2011 Event Support\Annual Fundraise |
| CareOregon Community Health LLC | |||||||
| 315 SW 5th Ave 900 | Portland | OR | 97204 | 272429270 | 501(c)(3) | 50000 | Oral Health Initiat |
| Upstream Public Health | |||||||
| 240 N Broadway | Portland | OR | 97214 | 421579435 | 501(c)(3) | 50000 | Water fluoridation |
| Yamhill County | |||||||
| 412 Ford St | McMinnville | OR | 97128 | 936002318 | Government | 20000 | Yamhill Cty Dental |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | 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 | At the end of their funding cycle grantees are required to submit a final REPORT WHICH DELINEATES ACCOMPLISHMENTS RELATED TO STATED OBJECTIVES. LARGE GRANTS (TYPICALLY OVER $100,000) MAY REQUIRE QUARTERLY PROGRESS REPORTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | 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 (34 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stephen Shawn Barton | |||||||||||||
| 0 | 211888 | 0 | 67709 | 0 | 3627 | 0 | 15728 | 0 | 14336 | 0 | 313288 | 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 |
| Mark Charpentier | |||||||||||||
| 0 | 229819 | 0 | 150739 | 0 | 32842 | 0 | 71374 | 0 | 14336 | 0 | 499110 | 0 | 0 |
| Mary Durham | |||||||||||||
| 0 | 200558 | 0 | 97418 | 0 | 34747 | 0 | 91932 | 0 | 14672 | 0 | 439327 | 0 | 0 |
| Mark Enger | |||||||||||||
| 0 | 342634 | 0 | 187686 | 0 | 100689 | 0 | 92851 | 0 | 14672 | 0 | 738532 | 0 | 0 |
| Daniel Garcia | |||||||||||||
| 0 | 562551 | 0 | 640000 | 0 | 26214 | 0 | 61308 | 0 | 12296 | 0 | 1302369 | 0 | 0 |
| Eleanor Godfrey | |||||||||||||
| 0 | 183329 | 0 | 65555 | 0 | 31396 | 0 | 73555 | 0 | 14672 | 0 | 368507 | 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 |
| Susan Hennessy | |||||||||||||
| 0 | 289806 | 0 | 162913 | 0 | 353131 | 0 | 279036 | 0 | 14672 | 0 | 1099558 | 0 | 286854 |
| Judith Johansen | |||||||||||||
| 0 | 200075 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 200075 | 0 | 0 |
| Michael Kinard | |||||||||||||
| 0 | 238195 | 0 | 76028 | 0 | 4831 | 0 | 60231 | 0 | 14672 | 0 | 393957 | 0 | 0 |
| Kathryn Lancaster | |||||||||||||
| 0 | 630520 | 0 | 907953 | 0 | 570629 | 0 | 276632 | 0 | 12994 | 0 | 2398728 | 0 | 529003 |
| Donna Lynne | |||||||||||||
| 0 | 476108 | 0 | 475000 | 0 | 363809 | 0 | 208108 | 0 | 14839 | 0 | 1537864 | 0 | 323554 |
| Philip Marineau | |||||||||||||
| 0 | 200769 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 200769 | 0 | 0 |
| Andrew McCulloch | |||||||||||||
| 0 | 388769 | 0 | 354518 | 0 | 75624 | 0 | 204811 | 0 | 14672 | 0 | 1038394 | 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 |
| Susan Mullaney | |||||||||||||
| 0 | 246093 | 0 | 50702 | 0 | 3503 | 0 | 25944 | 0 | 15287 | 0 | 341529 | 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 |
| Karen Schartman | |||||||||||||
| 0 | 276793 | 0 | 118144 | 0 | 89755 | 0 | 73031 | 0 | 12994 | 0 | 570717 | 0 | 73895 |
| Richie Smith | |||||||||||||
| 0 | 256676 | 0 | 81885 | 0 | 15979 | 0 | 55630 | 0 | 14950 | 0 | 425120 | 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 |
| Bernard Tyson | |||||||||||||
| 0 | 892605 | 0 | 1290000 | 0 | 617691 | 0 | 469158 | 0 | 12994 | 0 | 3282448 | 0 | 587707 |
| William Wiechmann | |||||||||||||
| 0 | 229977 | 0 | 110992 | 0 | 91566 | 0 | 64188 | 0 | 14672 | 0 | 511395 | 0 | 75817 |
| Steven Zatkin | |||||||||||||
| 0 | 4500 | 0 | 542685 | 0 | 26936 | 0 | 66393 | 0 | 10532 | 0 | 651046 | 0 | 0 |
| Victoria Zatkin | |||||||||||||
| 0 | 192675 | 0 | 85692 | 0 | 36401 | 0 | 82570 | 0 | 1961 | 0 | 399299 | 0 | 0 |
| Mark Zemelman | |||||||||||||
| 0 | 398502 | 0 | 259500 | 0 | 120574 | 0 | 179338 | 0 | 12585 | 0 | 970499 | 0 | 80051 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Schedule J, Part II | Steven Zatkin- general council 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 the northwest relied on kaiser foundation health plan, inc. that used one or more of the methods described below to establish the top management officials' compensation: - Compensation committee - Independent compensation consultant - form 990 of other organizations - written employment contract - compensation survey or study, and - approval by the board or compensation committee |
| Schedule J, Line 4b | George Halvorson $ 1,500,000 Bernard Tyson 587,707 Kathryn Lancaster 529,350 Thomas Meier 114,428 Arthur Southam 688,121 Deborah Stokes 48,521 Steven Zatkin 4,891 Mark Zemelman 81,133 Donna Lynne 323,554 William Wiechmann 75,817 Susan Hennessy 286,854 Karen Schartman 73,895 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 (49 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part III, Lines 4a - 4d | 2011 COMMUNITY BENEFIT REPORT KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST Kaiser Foundation Health Plan of the Northwest or "Northwest Health Plan" is a tax-exempt subsidiary health plan of Kaiser Foundation Health Plan, Inc. (KFHP). Northwest Health Plan 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, Northwest Health Plan served 480,386 medical members and another 195,673 dental members. Kaiser Permanente is an integrated health care delivery system that combines the provision and financing of health care services. People who elect to enroll in a Kaiser Permanente health plan receive a full range of prepaid health care services, including hospital care, professional care in hospitals and physicians' offices, x-ray and laboratory services, physical therapy, emergency, ambulance transportation, preventive services, health education, and certain prescribed drugs. More comprehensive drug coverage is also provided through a separate coverage rider. Membership in KFHP and its health plan subsidiaries is available without regard to sex, race, religion, ethnic background, sexual orientation, occupational status, or income level. Health Plan members are broadly representative of the various ages, social, and income groups within the areas served. Once enrolled, a member is free to maintain membership regardless of age, health status or employment. KAISER PERMANENTE'S COMMITMENT TO THE COMMUNITY Kaiser Permanente believes its Direct Community Benefit Investment (DCBI), is fundamental to being a nonprofit organization. It embodies the organization's commitment to improve the health of communities beyond services to Health Plan members. It is more than traditional corporate citizenship or corporate philanthropy. It is an intentional, planned, budgeted, measurable, accountable creation for better health in our communities. It is done in collaboration with, not in isolation from, the community. DCBI serves to fulfill Kaiser Permanente's social purpose, justify its tax-exempt status, and differentiate it from other health care organizations. This tradition of community benefit dates from the earliest days of the Program, when charitable care to non-employees, and later, nonmembers, was initiated. That heritage has continued through the years in Kaiser Permanente's early participation in publicly financed programs such as Medicaid and Medicare, establishment of residency training and medical research programs, and later, in the development of the Educational Theatre Programs, Safety Net Partnerships, Community Health Initiatives and Charitable Health Coverage Programs. In 2007, the KFHP/H Board of Directors refined the focus of the organization's Community Benefit Program and established the following four priority areas which have come to be known as "streams of work": - Care and Coverage for Low-Income People - Creates and supports programs that lower the financial barriers for the under- and uninsured. - Community Health Initiatives - Designs, delivers, and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods. - Safety Net Partnerships - Builds partnerships with community clinics, local health departments, and public hospitals. Provides funding, technical assistance, dissemination of care management and quality improvements technology to help improve care and expand treatment capacity for vulnerable populations. - Developing and Disseminating Knowledge - Improves health care by sharing our knowledge- educating practitioners, advancing research, empowering consumers and informing policymakers about the evidence base for care and health. The Board elaborated that at least 75% of total community benefit funding will be directed to program priorities within the four streams of work and the remaining 25% of funding will be directed by local regions to respond to local community benefit needs and opportunities that may or may not be within the four priority areas. THE COMMUNITY BENEFIT PROGRAM IN THE NORTHWEST REGION In 2011, Northwest Health Plan expended $51.9 million to support Community Benefit activities. A breakdown of the 2011 Community Benefit dollars attributable to Northwest Health Plan in Oregon and Washington is described in Attachment A. The following identifies many of the signature community benefit programs and services grouped according to the national streams of work funded by Northwest Health Plan in Oregon and Washington. CARE AND COVERAGE FOR LOW-INCOME PEOPLE There are roughly 49 million people in America without access to health care or coverage. Uninsured, low-income individuals and families who are not eligible for public programs often have to rely on traditional charity care. Frequently, individuals in this situation may wait to seek medical care until their conditions become critical, and end up in hospital emergency rooms for treatment of conditions that are preventable or easily treated in earlier stages. In 2011, Health Plan in the Northwest spent approximately $51 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 Kaiser Permanente provider. Charitable Care (Financial Assistance Program and Charitable Health Coverage) In Oregon and Washington, Northwest Health Plan provided charity care to low-income vulnerable populations through the Financial Assistance and Charitable Health Coverage Programs. In 2011, the Northwest Health Plan spent $15 million to serve under- and uninsured residents in Oregon and Washington. Financial Assistance Program This program helps pay the medical and dental expenses of patients, both member and nonmember, who meet qualifying guidelines by paying for services at facilities owned and/or operated by the Northwest Health Plan. The length of financial assistance is based on individual need. At the end of the financial assistance award period, the patient may apply for an extension. Kaiser Permanente's charity care program also includes discounted charges for uninsured patients below 400% of the federal poverty guidelines. In 2011, Northwest Health Plan spent $8.0 million and served 5,328 applicants who qualified for medical assistance or the uninsured discount. Charitable Coverage Program Charitable Health Coverage (CHC) is a unique approach to caring for low-income uninsured persons in the community. Participants receive a regular Kaiser Permanente membership card and access to the full range of our service and providers-a much better alternative to a brief and costly emergency room visit or hospitalization. This allows us to invest in the longer term health of patients and the community. Since inception in the early 1980s, CHC programs have made a real difference in the lives of persons who might otherwise have no other source of care. The Northwest Health Plan provided coverage and services valued at $7.5 million to provide subsidized coverage to more than 4,500 low-income adults and children who are not eligible for standard Medicaid or privately funded coverage. The Charitable Health Coverage Program consists of Transitions, Child Health Plan, and Washington Basic Health. - Transitions - The Transitions Program is a fully subsidized health insurance program for eligible low-income families. Eight college campuses currently participate within the Portland Metropolitan area. Students must be enrolled in a participating school, meet financial criterion, and cannot be enrolled in another private or public health care plan. Graduates are eligible for an additional six months coverage or until employer-paid coverage is activated. (not to exceed 48 months). - Child Health Plan -The Child Health Program is a fully subsidized health insurance program for eligible low-income students. 397 schools currently participate within the Multnomah Education Service District, Salem-Keizer School District and Hillsboro School District, Beaverton School District and Clackamas School District. Students must be enrolled in a participating school, meet financial criterion, and cannot be enrolled in another private or public health care plan. The participating school districts act as the administrator for the program and are responsible for outreach, eligibility determination and enrollment. | |
| Participation in Medicaid and Other Government-Sponsored Programs | The Northwest Health Plan provided coverage and services valued at $13.4 million (in excess of reimbursement) for members and nonmembers in government-sponsored programs. Medicaid Member Programs The Northwest Health Plan participated in three Medicaid programs in Oregon and Washington. The following describe the programs and target populations. - Oregon Health Plan - Northwest Health Plan receives monthly capitated premiums from the Division of Medical Assistance Program (DMAP). Members are enrolled based on eligibility criteria. Health Plan provides services to eligible participants who reside in Clackamas, Multnomah, Polk, and Marion counties. - Healthy Options - Healthy Options is a Medicaid program for low income individuals that meet eligibility guidelines for Medicaid. It is a state program managed by the Washington State Health Care Authority (HCA). Kaiser Permanente provides services to eligible participants who reside in either Clark or Cowlitz counties. Medicaid to Nonmembers Northwest Health Plan contributed $ 0.9 million in subsidized care to Medicaid Fee-for-Service patients. When a Medicaid nonmember receives services from Kaiser Permanente providers at contract hospitals or outpatient services as a result of hospital visit follow-up, or in-patient services for Medicaid members in Oregon, these expenses are recorded as non-capitated services and are reported as professional and non-professional losses for Medicaid nonmembers. Other Government Programs The Oregon and Washington Medical Insurance Pools are insurance pools for the States of Oregon and Washington for individuals who do not have access to individual insurance due to pre-existing conditions that disqualify them from other group plans. Legislation allows the states to spread a portion of the program expenses for enrollees across the individuals who are insured wholly or in part by all health insurers, re-insurers and stop-loss carriers licensed in the state. COMMUNITY HEALTH INITIATIVES As an innovator in health, Kaiser Permanente designs, delivers and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods, workplaces and schools to support good health, particularly Healthy Eating, Active Living (HEAL). In 2011 the Northwest Health Plan provided human and in-kind support to more than 15 nonprofit organizations. SAFETY NET PARTNERSHIPS Through funding, technical assistance, public policy advocacy, training and volunteering, dissemination of care-management and quality improvement technologies, Kaiser Permanente helps these vital health care providers improve care and expand treatment capacity for the communities and vulnerable people they serve. During 2011, Northwest Health Plan provided staff and in-kind support to more than 22 nonprofit safety net organizations. - CareOregon Community Health received a $50,000 grant to support the Oral Health Initiative in Clackamas County. - Upstream Public Health received a $50,000 grant to support water fluoridation. - Yamhill County received a $50,000 grant to support the Yamhill County Dental Health Project. OTHER COMMUNITY BENEFITS The Northwest Health Plan expended more than $229 thousand on community benefits activities and programs beyond the national streams of work. ATTACHMENT A 2011 COMMUNITY BENEFIT INVESTMENT - NORTHWEST HEALTH PLAN The following chart summarizes 2011 Community Benefit investments in Oregon and Washington States Health Plan. The investments in the community reflected in the chart are unaudited. CARE AND COVERAGE Charitable Care & Coverage Programs $ 15,446,124 Government Sponsored Program 34,474,704 Care & Coverage CB Operations 1,450,527 Subtotal: $ 51,371,355 COMMUNITY HEALTH INITIATIVES Community Health Initiatives CB Operations $ 402 Subtotal: $ 402 SAFETY NET PARTNERSHIPS Grants/Donations for Safety Net Partnerships $ 220,000 Safety Net CB Operations 28,561 Subtotal: $ 248,561 KNOWLEDGE DISSEMINATION Knowledge Dissemination CB Operations $ 18,630 Subtotal: $ 18,630 OTHER COMMUNITY BENEFITS Grants/Donations for Other Community Benefits $ 117,945 Other CB Operations 111,292 Subtotal: $ 229,237 TOTAL $ 51,868,185 | |
| Form 990, Part VI, Question 4 | On March 3, 2011, Article E., Officers, of the Bylaws of the Corporation was amended on March 3, 2011 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); (d) provide clarification regarding leadership in the event of the absence or disability of the President (Section D-9, Executive Vice President or National Senior Vice President); and (e) 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, Question 6 | Kaiser foundation health plan, inc is the sole member. | |
| Form 990, Part VI, Questions 7a | 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-CO, OH, NW, MAS | |
| Form 990, Part VI, Question 7b | THE FOLLOWING ACTIONS OF THE CORPORATION REQUIRE APPROVAL OF THE SOLE MEMBER: A) REMOVAL OF THE CHAIRMAN OF THE BOARD OR ANY PRESIDENT; B) Amendment of article d, section d-4 of the bylaws - election and term of office of directors | |
| Form 990, Part VI, Question 11b | form 990 review process 1. Key information necessary for the preparation of the tax return is obtained and/or confirmed with internal sources including regional finance, executive compensation, community benefits, treasury, government relations, and legal. 2. Community benefits details are presented to the community benefit committee of the board for review. 3. 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, Questions 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 and without fear of retaliation. Reports of actual or potential Conflicts of Interest are generated and investigations are conducted as required and information is tracked and trended to determine if additional guidance is required to avoid conflicts of interest. Compliance Hotline Reports are provided for review and action to the Kaiser Foundation Health Plan/ Hospitals Boards of Directors annually. 2. The Chief Compliance Officer and the VP 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 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 notifies 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: (I) Oral discussion and/or warning by the employee's immediate supervisor or higher level manager to correct the problem (II) Written notice, with or without final warning (III) Paid or unpaid suspension, with or without final warning (IV) Termination of employment | |
| Form 990, Part VI, Question 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, Question 19 | Governing documents - are available as provided to state Dept. of Insurance and maintained on state agency website or upon request. COI is available on KP website under vendor Principles of Responsibility or upon request. Financial Statements are on file with state insurance agency on a statutory basis (stand alone entity). Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with audit opinion by KPMG and is available upon request. To request copies contact: VP - National Tax Compliance Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, 15L Oakland, CA 94612 | |
| Form 990, Part VII, Section A, Column B | 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 | Change in Other Comprehensive Income $ (131,015,961) Change in Unrealized Gain/Loss (2,800,671) Gain/loss on sale of investments - tax (3,509,271) Gain/loss on sale of investments - book 4,954,272 Other than temporary impairment loss (2,550,943) TOTAL $ (134,922,574) | |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Christine Cassel TITLE:Director HOURS:7 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Thomas Chapman TITLE:Director HOURS:10 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Daniel Garcia TITLE:SVP, Chief Compliance Officer HOURS:48 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:William Graber TITLE:Director HOURS:8 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:J. Eugene Grigsby III TITLE:Director HOURS:7 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:George Halvorson TITLE:Chairman and CEO HOURS:45 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Judith Johansen TITLE:Director HOURS:6 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Kim J. Kaiser TITLE:Director HOURS:8 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Philip Marineau TITLE:Director HOURS:6 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Jenny Ming TITLE:Director HOURS:5 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Edward Pei TITLE:Director HOURS:8 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Margaret Porfido TITLE:Director HOURS:6 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:J. Neal Purcell TITLE:Director HOURS:9 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Cynthia Telles TITLE:Director HOURS:7 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Sandra Thompkins TITLE:Director HOURS:5 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Kathryn Lancaster TITLE:EVP & CFO HOURS:46 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Donna Lynne TITLE:Group President & Region Pres. HOURS:46 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Andrew McCulloch TITLE:Region President - Northwest HOURS:25 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Thomas Meier TITLE:SVP, Corporate Treasurer HOURS:47 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Donald Orndoff TITLE:SVP, NFS HOURS:45 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Arthur Southam TITLE:EVP, HP Operations HOURS:45 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Deborah Stokes TITLE:SVP, CC & CAO HOURS:46 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Bernard Tyson TITLE:President & COO HOURS:45 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:William Wiechmann TITLE:VP, Regional Counsel - NW HOURS: | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Victoria Zatkin TITLE:VP, Off of Brd & Corp Gov Svcs HOURS:46 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Mark Zemelman TITLE:SVP, Gen Counsel & Secretary HOURS:47 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Mark Charpentier TITLE:VP, Mktg, Sls & Bus Devel HOURS:20 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Mark Enger TITLE:VP, Chief Operations Officer HOURS:20 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Susan Hennessy TITLE:VP, Strategic Planning & Hlth HOURS:20 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Susan Mullaney TITLE:Hospital Admin - Sunnyside HOURS:20 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Karen Schartman TITLE:VP & CFO HOURS:20 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Stephen Shawn Barton TITLE:Exec Dir, Revenue Cycle - NW HOURS:20 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Mary Durham TITLE:VP, The Center Health Research HOURS:20 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Eleanor Godfrey TITLE:VP, Quality & Service HOURS:20 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Michael Kinard TITLE:Ambulatory Care Svc Leader HOURS:20 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Richie Smith TITLE:VP, HR - NW HOURS:20 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Steven Zatkin TITLE:Consultant HOURS: | FORM 990 PART VII |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kaiser Permanente Oregon Plus LLC | BusinessNameLine1 |
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) |
|---|---|---|
| EIN | 202396517 | EIN |
| Primary Activities | HEALTH CARE | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
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 OH Inc | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 340922268 | HEALTH CARE | OH | 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 MGMT | CA | 501(c)(3) | 11 - I | KFH | true |
| Kaiser Health Plan Asset Management Inc | ||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943299124 | ASSET MGMT | CA | 501(c)(3) | 11 - I | KFHP INC | 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 | KFH | 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 | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HCMS LLC | ||||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94607 | 203924985 | CONSULTING | CA | NA | NONE | 0 | 0 | false | $0 | false | 0.00000 |
| KAISER PERMANENTE VENTURES LLC | ||||||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 272252521 | INVESTMENTS SVC | CA | NA | NONE | 0 | 0 | false | $0 | false | 0.00000 |
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 | 0 | 0 | 0.00000 |
| Kaiser Permanente Insurance Company | |||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943203402 | INSURANCE | CA | NA | C CORP | 0 | 0 | 0.00000 |
| Kaiser Properties Services Inc | |||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 943259432 | REAL ESTATE | CA | NA | C CORP | 0 | 0 | 0.00000 |
| Oak Tree Assurance Ltd | |||||||||||
| ONE KAISER PLAZA 15L | OAKLAND | CA | 94612 | 030329760 | INSURANCE | VT | NA | C CORP | 0 | 0 | 0.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | 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 | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | true | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (38 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| KAISER FOUNDATION HOSPITALS | ||
| H | 2814672 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| I | 1115720 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| I | 47040800 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| K | 9190099 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | ||
| K | 166527 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA | ||
| K | 15328 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF THE MAS | ||
| K | 83706 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF OHIO | ||
| K | 19416 | PER AGREEMENT |
| KAISER PERMANENTE INSURANCE COMPANY | ||
| K | 1811905 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| L | 66654185 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| L | 788095500 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | ||
| L | 250733 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA | ||
| L | 163772 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF THE MAS | ||
| L | 292592 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN of OHIO | ||
| L | 46729 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| L | 7693049 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| L | 11587199 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| N | 19827 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| N | 5056 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| O | 31449396 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| O | 520135510 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | ||
| O | 104688 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA | ||
| O | 14647 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF THE MAS | ||
| O | 17657 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF OHIO | ||
| O | 35590 | PER AGREEMENT |
| CAMP BOWIE SERVICE CENTER | ||
| O | 223711 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| P | 16398616 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| P | 658537537 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | ||
| P | 9513 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA | ||
| P | 2654 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF THE MAS | ||
| P | 6832 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN OF OHIO | ||
| P | 3733 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| P | 12170103 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| Q | 355498 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| Q | 11604721 | PER AGREEMENT |
| LOKAHI ASSURANCE LTD | ||
| Q | 15238398 | PER AGREEMENT |
| KAISER FOUNDATION HEALTH PLAN INC | ||
| R | 3173 | PER AGREEMENT |
| KAISER FOUNDATION HOSPITALS | ||
| R | 594762702 | PER AGREEMENT |