HealthSpan Integrated Care: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: HealthSpan Integrated Care (EIN 34-0922268)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-11-10
IRS object ID: 201113149349303766
Schema version: 2010v3.4
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-11-10T19:19:42-06:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	55 SECOND STREET	AddressLine1
City	SAN FRANCISCO	City
State	CA	State
ZIP Code	94105	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	340922268	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	KAISER FOUNDATION HEALTH PLAN OF OHIO	BusinessNameLine1

Field	Value	IRS element (for citing)
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	KATHRYN LANCASTER	Name
Title	EXEC VP & CHIEF FINANCIAL OFFICER	Title
Date Signed	2011-10-31	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	4159635100	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	PATRICIA KENNEDY-SCOTT	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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

Field	Value	IRS element (for citing)
Gross Receipts	641212302	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1978	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	12	NbrIndependentVotingMembers
Total Nbr Employees	1980	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	28368	TotalGrossUBI
Net Unrelated Business Txbl Income	13171	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	80601	ContributionsGrantsPriorYear
Contributions Grants Current Year	262333	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	595429126	ProgramServiceRevenuePriorYear
Program Service Revenue CY	587211818	ProgramServiceRevenueCY
Investment Income Prior Year	4663007	InvestmentIncomePriorYear
Investment Income Current Year	2006156	InvestmentIncomeCurrentYear
Other Revenue Prior Year	9461492	OtherRevenuePriorYear
Other Revenue Current Year	3752200	OtherRevenueCurrentYear
Total Revenue Prior Year	609634226	TotalRevenuePriorYear
Total Revenue Current Year	593232507	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	1252547	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	1785835	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	132558050	SalariesEtcPriorYear
Salaries Etc Current Year	144066609	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	488666483	OtherExpensePriorYear
Other Expenses Current Year	502233248	OtherExpensesCurrentYear
Total Expenses Prior Year	622477080	TotalExpensesPriorYear
Total Expenses Current Year	648085692	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-12842854	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-54853185	RevenuesLessExpensesCY
Total Assets BOY	213017630	TotalAssetsBOY
Total Assets EOY	260142184	TotalAssetsEOY
Total Liabilities BOY	263378405	TotalLiabilitiesBOY
Total Liabilities EOY	383878920	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	-50360775	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	-123736736	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	584715980	Expense
Grants	9950	Grants
Revenue	590800260	Revenue
Description	member health care services and medical training for care improvement Kaiser Foundation Health Plan of Ohio (KFHP of Ohio) provides medical and surgical care, including urgent care services, extended care and home health care, for its members without regards to age, sex, race, religion or national origin or the ability to pay. KFHP of Ohio educates and trains medical students and other health care professionals and promotes scientific and nursing education in order to improve care. Additional information about Ohio Health Plan's charitable activities can be found in Schedule O, Community Benefit Report.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	6478172	Expense
Grants	0	Grants
Revenue	0	Revenue
Description	Charitable Care (Medical Financial Assistance and Charitable Coverage) Health Plan provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. MFA - Health Plan offers financial assistance to help families and individuals that are unable to pay for all or part of the cost of urgent or emergent care provided in Kaiser Permanente facility. CHC - these programs are available to low income adults and children who are not eligible for other public or privately sponsored coverage. More than 1,076 patients received comprehensive care for up to four years through these programs. Additional information about Ohio Health Plan's charitable activities can be found in Schedule O, Community Benefit Report.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	1775885	Expense
Grants	1775885	Grants
Revenue	0	Revenue
Description	Grants and Donations The Ohio Health Plan supported approximately 107 nonprofit organizations and enabled them to continue providing programs and services that serve vulnerable populations. Additional information about Ohio Health Plan's charitable activities can be found in Schedule O, Community Benefit Report.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	955455	Expense
Grants	0	Grants
Revenue	0	Revenue
Description	SCH. O, COMMUNITY BENEFIT REPORT	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	955455	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	0	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	0	TotalOfOtherProgramServiceRev
Total Program Service Expense	593925492	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	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	true	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	2054	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	1980	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	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	true	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	OH	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	VP - NATIONAL TAX COMPLIANCE	NamePerson
Telephone Number	5102716385	TelephoneNumber

Address US AddressUS

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

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (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
Daniel Garcia
SVP, Chief Compliance Officer	2.0	X	0	1280238	73787
George Halvorson
Chairman and CEO	5.0	X	0	7667335	76092	X
CHRISTINE CASSEL
DIRECTOR	0.5	X	0	172625	0
THOMAS CHAPMAN
DIRECTOR	0.5	X	0	185427	59810
WILLIAM GRABER
DIRECTOR	0.5	X	0	232123	0
J EUGENE GRIGSBY III
DIRECTOR	0.5	X	0	193743	0
JUDITH JOHANSEN
DIRECTOR	0.3	X	0	184560	0
KIM J KAISER
DIRECTOR	0.5	X	0	122875	0
PHILIP MARINEAU
DIRECTOR	0.5	X	0	193623	0
JENNY MING
DIRECTOR	0.2	X	0	182748	0
EDWARD PEI
DIRECTOR	0.5	X	0	168250	16500
J NEAL PURCELL
DIRECTOR	0.5	X	0	219738	0
CYNTHIA TELLES
DIRECTOR	0.5	X	0	182647	0
SANDRA THOMPKINS
DIRECTOR	0.5	X	0	166951	0
Daniel Beck
VP, Regional Counsel - Ohio	50.0		0	245012	35433	X
JENNIFER GARDNER
Special Asst to BOD	4.0		0	103247	54938	X
Patricia Kennedy-Scott
Region President - Ohio	40.0		0	714655	166810	X
Kathryn Lancaster
EVP & CFO	4.0		0	1558076	296474	X
Thomas Meier
SVP, Corporate Treasurer	3.0		0	647785	107439	X
Donald Orndoff
SVP, NFS	5.0		0	508058	70932	X
ROCHELLE ROTH
SENIOR DIRECTOR,QRM	5.0		0	182639	51575	X
Arthur Southam
EVP, Health Plan Operations	5.0		0	2020299	353928	X
Deborah Stokes
SVP, CC & CAO	2.0		0	622642	123860	X
Bernard Tyson
President & COO	5.0		0	1942514	359961	X
Steven Zatkin
SVP, Gen Counsel & Secretary	5.0		0	1247253	97716	X
Victoria Zatkin
VP, Off of Brd & Corp Gov Svcs	4.0		0	311369	83647	X
Mark Zemelman
SVP, Gen Counsel & Secretary	4.0		0	806199	150636	X
Pamela Hara
VP, Quality/Service	30.0		0	385158	63558		X
Greg Mercer
VP, Health Plan Mgr. - OH	30.0		0	159286	31810		X
Thomas Revis
VP, Chief Financial Offcr-OH	30.0		0	320424	82464		X
Belva Tibbs
VP, Medical Operations	30.0		0	313984	85546		X
Timothy Alberts
VP, Human Resources	30.0		0	306873	81650			X
Heather Bossin
DIR, FINANCIAL SERVICES	30.0		181871	0	75177			X
Carolyn Hightower
VP, Regional HP Admin OH	30.0		0	318391	82916			X
Michelle Richter
DIR, GROUP SALES & ACCT MGMT	30.0		204591	0	38903			X
Jeffrey Wallace
DIRECTOR, PHARMACIES	30.0		162401	0	85434			X
Christine Malcolm
Former SVP	0.0		0	568721	12021				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	548863	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	24435468	TotalReportableCompFrmRltdOrgs
Total Other Compensation	2819017	TotalOtherCompensation
Number Individuals GT100 K	81	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
LAKE HOSPITAL SYSTEM
PO BOX 714031	COLUMBUS	OH	43271	HOSPITAL SERVICES	7912203
THE CLEVELAND CLINIC
9500 EUCLID AVE	CLEVELAND	OH	44195	HOSPITAL SERVICES	13589990
OHIO PERMANENTE MEDICAL GROUP
1001 LAKESIDE AVE	CLEVELAND	OH	44114	MEDICAL SERVICES	104064688
THE METROHEALTH SYSTEM
2500 METROHEALTH DRIVE	CLEVELAND	OH	44109	HOSPITAL SERVICES	9699443
KAISER FOUNDATION HOSPITALS
1001 LAKESIDE AVE	CLEVELAND	OH	44114	HOSPITAL SERVICES	76234353

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	178	NumberOfContractorsGT100K
Related Organizations	259447	RelatedOrganizations
All Other Contributions	2886	AllOtherContributions
Total Contributions	262333	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
MBRS HLTH CARE PRM	621400	458294787	458294787
MEDICARE	621400	100914432	100914432
SUPP CHARGES/PHARM	621400	25882077	25882077
NON-PLAN & IND REV	621400	1015828	987460	28368
OTHER PROGRAM SERVICE	621400	1104694	1104694

Field	Value	IRS element (for citing)
Total Program Service Revenue	587211818	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1943821	TotalRevenueColumn
Exclusion	$1,943,821	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	135390	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	135390	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	135390	TotalRevenueColumn
Exclusion	$135,390	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	48036230	Securities
Other	5900	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	47979795	Securities
Other	0	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	56435	Securities
Other	5900	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	62335	TotalRevenueColumn
Exclusion	$62,335	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	PP&L INSURANCE PREMIUM REIMBURSEMENT	Description
Business Code	900099	BusinessCode
Total Revenue Column	3616810	TotalRevenueColumn
Related Or Exempt Function Income	3616810	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	3616810	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	593232507	TotalRevenueColumn
Related Or Exempt Function Income	590800260	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	28368	UnrelatedBusinessRevenue
Exclusion	$2,141,546	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1785835	Total
Program Services	1785835	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	90188688	Total
Program Services	78662051	ProgramServices
Management And General	11526637	ManagementAndGeneral
Fundraising	0	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	12949339	Total
Program Services	12949339	ProgramServices

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	33989362	Total
Program Services	27223202	ProgramServices
Management And General	6766160	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	6939220	Total
Program Services	6901907	ProgramServices
Management And General	37313	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	64020	Total
Management And General	64020	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	787031	Total
Management And General	787031	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	24885	Total
Management And General	24885	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	65691	Total
Program Services	65691	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	125217251	Total
Program Services	122279139	ProgramServices
Management And General	2938112	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	10886004	Total
Program Services	81207	ProgramServices
Management And General	10804797	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	1368045	Total
Program Services	1062000	ProgramServices
Management And General	306045	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	41804724	Total
Program Services	33615306	ProgramServices
Management And General	8189418	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	5317006	Total
Program Services	5315156	ProgramServices
Management And General	1850	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	901784	Total
Program Services	572225	ProgramServices
Management And General	329559	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	198936	Total
Management And General	198936	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	2405622	Total
Program Services	2405622	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	6345330	Total
Program Services	6345330	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	391571	Total
Program Services	391571	ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
CONTRACTUAL PAYMENTS	180299042	180299042
SUPPLIES	73374516	65109907	8264609
INTER-REGIONAL CHARGES	18317112	17553000	764112
PREMIUM RESERVES	17700000	17700000
STATE & LOCAL TAXES	6138541	6138541

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	10626137	Total
Program Services	7469421	ProgramServices
Management And General	3156716	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	648085692	Total
Program Services	593925492	ProgramServices
Management And General	54160200	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	23401831	BOY
EOY	21275690	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	106229122	BOY
EOY	153901087	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	14158435	BOY
EOY	14804269	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	5797003	BOY
EOY	5705521	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	556236	BOY
EOY	859883	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	174262094	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	111268360	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	62368503	BOY
EOY	62993734	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	506500	BOY
EOY	602000	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	213017630	BOY
EOY	260142184	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	60159455	BOY
EOY	66199034	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	12256737	BOY
EOY	9420367	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	190962213	BOY
EOY	308259519	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	263378405	BOY
EOY	383878920	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	4896101	BOY
EOY	4895579	EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	-55256876	BOY
EOY	-128632315	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	-50360775	BOY
EOY	-123736736	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	213017630	BOY
EOY	260142184	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-54853185	ReconcilationRevenueExpenses
Reconcilation Other Changes	-18522776	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Both	X	FinancialStatementBoth
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	289999	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	190337	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	164696	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	80601	CurrentTaxYearMinus1Year
Current Tax Year	262333	CurrentTaxYear
Total	987966	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	574281701	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	593239328	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	592918588	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	595429126	CurrentTaxYearMinus1Year
Current Tax Year	587211818	CurrentTaxYear
Total	2943080561	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	574571700	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	593429665	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	593083284	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	595509727	CurrentTaxYearMinus1Year
Current Tax Year	587474151	CurrentTaxYear
Total	2944068527	Total

Field	Value	IRS element (for citing)
Public Support Total509	2944068527	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	7142100	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	6257742	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	5406147	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4393255	CurrentTaxYearMinus1Year
Current Tax Year	2079211	CurrentTaxYear
Total	25278455	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	7142100	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	6257742	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	5406147	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4393255	CurrentTaxYearMinus1Year
Current Tax Year	2079211	CurrentTaxYear
Total	25278455	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	581713800	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	599687407	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	598489431	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	599902982	CurrentTaxYearMinus1Year
Current Tax Year	589553362	CurrentTaxYear
Total	2969346982	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.99149	PublicSupportPercentage509
Prior Year Support Percentage	0.98924	PriorYearSupportPercentage
Investment Income Percentage	0.00851	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.01076	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbying
Total Direct Lobbying		TotalDirectLobbying
Total Lobbying Expenditures		TotalLobbyingExpenditures
Other Exempt Purpose Expenditures		OtherExemptPurposeExpenditures
Total Exempt Purpose Expenditures		TotalExemptPurposeExpenditures
Lobbying Nontaxable		LobbyingNontaxableAmount
Grassroots Nontaxable		GrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non Tx		TotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying Nontx		TotLobbyExpendMnsLobbyingNontx
Volunteers	false	Volunteers
Paid Staff Or Management	true	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	false	GrantsOtherOrganizations
Direct Contact Legislators	true	DirectContactLegislators
Direct Contact Legislators	$14,931	DirectContactLegislatorsAmount
Rallies Demonstrations	true	RalliesDemonstrations
Rallies Demonstrations	$4,977	RalliesDemonstrationsAmount
Other Activities	true	OtherActivities
Other Activities	$4,977	OtherActivitiesAmount
Total Lobbying Expenditures IIB	24885	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	Schedule C, Part II-B, Line 1A - 1I	Identifier
Explanation	LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES The Organization is a member of the Kaiser Permanente Medical Care Program and participated and benefited from lobbying activities conducted at the regional and national level for the benefit of its enrolled members and for the health care industry as a whole. As an organization generally exempt from income tax under Internal Revenue Code Section 501(c)(3), Health Plan has a policy prohibiting internal involvement in any political campaigns. This policy is closely monitored for compliance. During the year this Organization may have made comments or statements concerning legislation which may affect the health care industry. Health Plan may have engaged in telephone conversations and/or written letters to various federal, state, and local officials regarding matters which affected the healthcare industry as a whole. The amount of time and money involved in the activities is detailed on lines a through i. Health Plan has several employees and/or may retain a professional consultant to represent Health Plan's interests in various legislative and regulatory bodies and from time-to-time to keep informed of Federal and State legislation having an impact on Health Plan's charitable activities as an exempt Health Maintenance Organization. These individuals attempt to ensure that proposed legislation and enacted laws are compatible with the Interest of Health Plan and its members by performing the following activities: (i) Collecting, analyzing and distributing within the Organization, public and private policy recommendations regarding proposed legislation that affect the operation of Health Plan and its ability to provide quality health and medical care services to its members in a cost effective environment. (ii) Providing appropriate informational materials to legislators and to their staffs that pertain to matters of common interest in the health care community and in the not-for-profit community. (iii) Also by preparing written and oral testimony, these individuals appear at legislative hearings, monitor legislative proceedings and meet with legislators and/or their staffs regarding issues pertinent to the mission of Health Plan. Those individuals appearing at such hearings and meetings for and on behalf of Health Plan often are representing the interests of common interest groups as well as the interests of the members of Health Plan. (iv) Other employees and officers perform services by delivering speeches at various public and private functions and in serving as faculty in healthcare related educational programs throughout the community.	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	5961963	OtherCostOrOtherBasis
Book Value	5961963	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	89515096	OtherCostOrOtherBasis
Depreciation	42000673	Depreciation
Book Value	47514423	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	6435008	OtherCostOrOtherBasis
Depreciation	4338873	Depreciation
Book Value	2096135	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	44631211	OtherCostOrOtherBasis
Depreciation	38223763	Depreciation
Book Value	6407448	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	27718816	OtherCostOrOtherBasis
Depreciation	26705051	Depreciation
Book Value	1013765	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	62993734	TotalOfBookValueLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (9 entries)

DescriptionDescription	AmountAmount
DUE TO AFFILIATED ORGANIZATION	$30,384,964
RESERVE FOR PROF & PUBLIC LIAB	$14,764,873
RESERVE FOR WORKERS COMP RISK	$3,499,674
POST RETIREMENT BENEFITS	$167,617,396
OTHER LIABILITIES	$2,603,429
SELF INSURED - AUTO & UNEMPLOY	$42,567
SUBORDINATED LIABILITIES	$62,317,192
MEDICARE LIABILITY RESERVE	$9,329,424
PREMIUM DEFICIENCY RESERVE	$17,700,000

Field	Value	IRS element (for citing)
Total Of Amounts	308259519	TotalOfAmounts
Total Revenue	593232507	TotalRevenue
Total Expenses	648085692	TotalExpenses
Excess Or Deficit For Year	-54853185	ExcessOrDeficitForYear
Net Unrealized GL On Investments	1439164	NetUnrealizedGLOnInvestments
Other	-$19,961,943	OtherAmount
Total Adjustments	-18522779	TotalAdjustments
Excess Or Deficit Per FS	-73375964	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	588018865	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	1439164	NetUnrealizedGainsInvestments
Other Revenues	-2979561	OtherRevenues
Revenue Not Rptd F990	-1540397	RevenueNotRptdF990
Revenue Subtotal	589559262	RevenueSubtotal
Other Revenues Not Included	3673245	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	3673245	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	593232507	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	661394307	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	16925425	OtherExpensesIncluded
Expenses Not Rptd F990	16925425	ExpensesNotRptdF990
Expenses Subtotal	644468882	ExpensesSubtotal
Other Expenses Not Included	3616810	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	3616810	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	648085692	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
Schedule D, Part XI, Line 8	DECREASE IN OTHER COMPREHENSIVE INCOME $ (19,718,003) DECREASE IN CAPITAL CONTRIBUTION ( 522) Gain/Loss on Investments - Tax ( 56,435) Gain/Loss on Investments - Book 147,998 See "note 1" ( 334,981) _______________ TOTAL $ (19,961,943) Note 1: other than temporary impairment (OTTI) of investment recognized for financial statement purposes, which will be tax reported when realized
Schedule D, Part XII, Line 2d	Bad debt expense - Reclass $ (2,726,887) Gain(Loss) on Investments - Book 147,998 OTTI (334,981) Investment Management Fees (65,691) _____________ TOTAL $ (2,979,561)
Schedule D, Part XII, Line 4b	OTHER REVENUE - RECLASS 3,616,810 GAIN(LOSS) ON INVESTMENTS - TAX 56,435 ___________ TOTAL $ 3,673,245
Schedule D, Part XIII, Line 2d	Decrease in Other Comprehensive Income $ 19,718,003 Bad debt expense - Reclass (2,726,887) Investment Management Fees (65,691) _____________ TOTAL $ 16,925,425
Schedule D, Part XIII, Line 4b	Insurance Expense - Reclass $ 3,616,810
Schedule D, Part X, Line 2	NOT REQUIRED	FIN 48 FOOTNOTE

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (50 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant	Address Line2AddressUS/AddressLine2	Amount Of Non Cash AssistanceAmountOfNonCashAssistance
Asian Services in Action Inc
3631 Perkins Ave 2A W	Cleveland	OH	44114	341798850	501(c)(3)	24993	Health Activities and Promotion Initiative (HAPI)
Battered Women's Shelter
759 W Market St	Akron	OH	44303	341249342	501(c)(3)	16720	The Tina Project
Beech Brook
3737 Lander Rd	Pepper Pike	OH	44124	340714597	501(c)(3)	20000	Family Drop-In Center
Care Alliance
1530 St Clair Ave	Cleveland	OH	44114	341748776	501(c)(3)	23688	Sponsorship Let's Talk Turkey; Raising Up Clevelan
Case Western Reserve University
1380 E Sixth St	Cleveland	OH	44114	341018992	501(c)(3)	10000	National Youth Sports Program
Cleveland Board of Education
1380 E Sixth St	Cleveland	OH	44114	346000662	Government	597500	Sponsorship Family & Community Empowerment Conf.;
Cleveland Clinic Foundation
600 W Creek Rd 10	Independence	OH	44131	340714585	501(c)(3)	63000	Community Benefit and Charity Care Services	MC RC-25
Cleveland Foodbank Inc
15500 South Waterloo Rd	Cleveland	OH	44110	341292848	501(c)(3)	59100	Market Under Glass; Donation (2x); KP Gives Gift M
Cleveland Hearing and Speech Center
11635 Euclid Ave	Cleveland	OH	44106	340714648	501(c)(3)	15000	Regional Infant Hearing Program
Cleveland International Film Festival Inc
2510 Market Ave	Cleveland	OH	44113	341262368	501(c)(3)	5250	34th Annual International Film Festival; KP Gives
Cleveland Museum of Natural History
1 Wade Oval Dr	Cleveland	OH	44106	340714338	501(c)(3)	9000	2010 Kelley Cup Sponsorship; Health Literacy Partn	Univ Circle
Cleveland Rape Crisis Center
526 Superior Ave 1400	Cleveland	OH	44114	510164315	501(c)(3)	19725	2010 Sing Out Donation (2x); Comprehensive Approac
Cleveland State University Foundation Inc
2121 Euclid Ave MM105	Cleveland	OH	44115	341316665	501(c)(3)	41199	Careers in Health and Medical ProfessionS
Cuyahoga Community College Fdn
700 Carnegie Ave	Cleveland	OH	44115	237320719	501(c)(3)	5500	Sponsorship - Bridging Pathways to Health Careers
Cuyahoga Valley National Park Assoc
1403 W Hines Hill Road	Peninsula	OH	44264	341917257	501(c)(3)	15000	Urban Youth Outreach
Diabetes Association of Greater Cleveland
3601 So Green Rd 100	Cleveland	OH	44122	340762558	501(c)(3)	22620	Swim for Diabetes 2010; Diabetes Education at Safe
Domestic Violence Center
PO Box 5466	Cleveland	OH	44101	341278377	501(c)(3)	5250	Break the Silence, Break the Cycle Sponsorship; KP
Fairhill Partners
12200 Fairhill Road	Cleveland	OH	44120	341549927	501(c)(3)	21843	Multi-Generational Health Promotion
Free Medical Clinic of Greater Cleveland
12201 Euclid Ave	Cleveland	OH	44106	237078501	501(c)(3)	25000	Teen Clinic and Teen Outreach Progams
Gathering Place
23300 Commerce Park	Cleveland	OH	44122	341879035	501(c)(3)	20000	Children and Family Programs for those Touched by
Harvard Community Services Center
18240 Harvard	Cleveland	OH	44128	237098744	501(c)(3)	77280	HEAL - Ward 1 Community Health Initiative (4x)
Helen Keller International
352 Park Ave S 1200	New York	NY	10010	135562162	501(c)(3)	10000	ChildSight Ohio
Hospice of the Western Reserve Inc
300 E 185th St	Cleveland	OH	44119	341256377	501(c)(3)	14466	Together We Can Bereavement Camp
Ideastream
1375 Euclid Ave	Cleveland	OH	44115	341943865	501(c)(3)	10000	Health Initiative
Legal Aid Society of Cleveland
1223 W Sixth St	Cleveland	OH	44113	340866026	501(c)(3)	25000	Community Advocacy Program
Lesbian Gay Bisexual Transgender Comm Ctr
6600 Detroit Ave	Cleveland	OH	44102	341190920	501(c)(3)	10000	Sex Smart
Mature Services Inc
415 S Portage Path	Akron	OH	44320	510148544	501(c)(3)	10000	Brown Bag Medication Program
Mental Health America of Summit County Inc
20 Olive St 404	Akron	OH	44310	340840366	501(c)(3)	10000	Adolescent Suicide Prevention Program
MetroHealth Foundation Inc
2500 MetroHealth Dr	Cleveland	OH	44109	346607695	501(c)(3)	50504	Diagnosing and Treating Hypertension in Children a	Suite 135A
Minority OrganTissue Transplant Education
11717 Euclid Ave	Cleveland	OH	44106	341900839	501(c)(3)	10000	Hospital Organ Donation/Education Registration Pro
MobileMed1 Foundation
19910 Melvern Rd	Shaker Heights	OH	44122	264038371	501(c)(3)	25000	Donation
Neighborhood Family Practice
3569 Ridge Road	Cleveland	OH	44102	341300581	501(c)(3)	20000	Hispanic Patient Advocate
North Coast Health Ministry
16110 Detroit Ave	Cleveland	OH	44107	341536257	501(c)(3)	19876	Women's Preventive Health Program
Ohio State University Foundation
9127 Miles Ave	Cleveland	OH	44105	311145986	501(c)(3)	45547	HEAL Grant (2x)
Providence House Inc
2037 W 32nd St	Cleveland	OH	44113	341336325	501(c)(3)	5980	Sponsorship Shades of Blue Luncheon; KP Gives Gift
Saint Martin De Porres High School
6111 Lausche Ave	Cleveland	OH	44103	522401852	501(c)(3)	7350	Work Study Program
Senior Outreach Services
2390 E 79th St	Cleveland	OH	44104	341346752	501(c)(3)	20000	Health & Wellness Program
Slavic Village Development
5620 Broadway Ave	Cleveland	OH	44127	341344279	501(c)(3)	20000	Pedaling for Health in the Village
Stella Maris Inc
1320 Washington Ave	Cleveland	OH	44113	340896181	501(c)(3)	10000	Electronic Medical Record System
Summa Akron City & St Thomas Hospitals
168 E Market St	Akron	OH	44309	340714755	501(c)(3)	100000	Community Benefit & Charity Care Services (2x)
Summa Hospitals Foundation
525 E Market St	Akron	OH	44304	341219001	501(c)(3)	50000	Assessment and Treatment of Children and Adolescen
United Cerebral Palsy Assoc Grtr Cleveland
10011 Euclid Ave	Cleveland	OH	44106	340753561	501(c)(3)	10000	Steps to Independence Intensive Therapy
United Way of Greater Cleveland
1331 Euclid Ave	Cleveland	OH	44115	346516654	501(c)(3)	8000	Donation
University Hospitals Health System Inc
11100 Euclid Ave	Cleveland	OH	44106	340714775	501(c)(3)	30637	Centering Pregnancy Program		637
West Side Ecumenical Ministry
5209 Detroit Ave	Cleveland	OH	44102	237034175	501(c)(3)	12500	Donation; Youth Health Module
Young Mens Christian Assoc of Cleveland OH
2200 Prospect Ave 900	Cleveland	OH	44115	340714728	501(c)(3)	10000	We Run This City Youth Marathon Program
Youth Opportunities Unlimited
1361 Euclid Ave	Cleveland	OH	44115	341381135	501(c)(3)	6030	Sponsorship Youth Career Olympics (2x); Founder's
YWCA of Greater Cleveland
4019 Prospect Ave	Cleveland	OH	44103	340714800	501(c)(3)	8530	Sponsorship - Women of Achievement Awards & Women'
Cuyahoga Community College Foundation
700 Carnegie Ave	Cleveland	OH	44115	237320719	501(c)(3)	11700	Donation
United Way of Greater Cleveland
1331 Euclid Avenue	Cleveland	OH	44115	346516654	501(c)(3)	5846	Sponsorship - Golf ProAM

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	50	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Schedule I, Part I, Question 2	Identifier
Explanation	Grantees are required to sign a memorandum of understanding prior to grant funds disbursal. Grantees are required to submit a final report which delineates accomplishments, related to stated objectives, and describe the evaluation method used to assess accomplishments	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	true	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	true	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (36 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Timothy Alberts
0	196157	0	77965	0	32751	0	65990	0	15660	0	388523	0	0
Daniel Beck
0	187296	0	55101	0	2615	0	19773	0	15660	0	280445	0	0
Heather Bossin
168318	0	9183	0	4370	0	59078	0	16099	0	257048	0	0	0
Daniel Garcia
0	517930	0	585000	0	177308	0	62481	0	11306	0	1354025	0	151518
JENNIFER GARDNER
0	95718	0	6040	0	1489	0	41870	0	13068	0	158185	0	0
George Halvorson
0	1177487	0	5155125	0	1334723	0	62481	0	13611	0	7743427	0	0
Pamela Hara
0	183190	0	0	0	201968	0	50058	0	13500	0	448716	0	0
Carolyn Hightower
0	202275	0	83396	0	32720	0	67256	0	15660	0	401307	0	0
Patricia Kennedy-Scott
0	362953	0	312689	0	39013	0	150579	0	16231	0	881465	0	0
Kathryn Lancaster
0	615090	0	919900	0	23086	0	283406	0	13068	0	1854550	0	0
Christine Malcolm
0	0	0	0	0	568721	0	0	0	12021	0	580742	0	0
Thomas Meier
0	316076	0	297094	0	34615	0	94371	0	13068	0	755224	0	0
Greg Mercer
0	32812	0	119873	0	6601	0	28800	0	3010	0	191096	0	0
Donald Orndoff
0	333479	0	0	0	174579	0	57212	0	13720	0	578990	0	0
Thomas Revis
0	206574	0	96107	0	17743	0	66804	0	15660	0	402888	0	0
Michelle Richter
143608	0	56525	0	4458	0	23375	0	15528	0	243494	0	0	0
ROCHELLE ROTH
0	156416	0	23838	0	2385	0	38895	0	12680	0	234214	0	0
Arthur Southam
0	735252	0	1241861	0	43186	0	342622	0	11306	0	2374227	0	0
Deborah Stokes
0	313713	0	249552	0	59377	0	110792	0	13068	0	746502	0	40338
Belva Tibbs
0	207427	0	90298	0	16259	0	69315	0	16231	0	399530	0	0
Bernard Tyson
0	737887	0	1180500	0	24127	0	346893	0	13068	0	2302475	0	0
Jeffrey Wallace
148179	0	7333	0	6889	0	69906	0	15528	0	247835	0	0	0
Steven Zatkin
0	283028	0	932500	0	31725	0	86239	0	11477	0	1344969	0	0
Victoria Zatkin
0	196570	0	80174	0	34625	0	81763	0	1884	0	395016	0	0
Mark Zemelman
0	342852	0	224105	0	239242	0	137956	0	12680	0	956835	0	57187
CHRISTINE CASSEL
0	172625	0	0	0	0	0	0	0	0	0	172625	0	0
THOMAS CHAPMAN
0	185427	0	0	0	0	0	59810	0	0	0	245237	0	0
WILLIAM GRABER
0	232123	0	0	0	0	0	0	0	0	0	232123	0	0
J EUGENE GRIGSBY III
0	193743	0	0	0	0	0	0	0	0	0	193743	0	0
JUDITH JOHANSEN
0	184560	0	0	0	0	0	0	0	0	0	184560	0	0
PHILIP MARINEAU
0	193623	0	0	0	0	0	0	0	0	0	193623	0	0
JENNY MING
0	182748	0	0	0	0	0	0	0	0	0	182748	0	0
EDWARD PEI
0	168250	0	0	0	0	0	16500	0	0	0	184750	0	0
J NEAL PURCELL
0	219738	0	0	0	0	0	0	0	0	0	219738	0	0
CYNTHIA TELLES
0	182647	0	0	0	0	0	0	0	0	0	182647	0	0
SANDRA THOMPKINS
0	166951	0	0	0	0	0	0	0	0	0	166951	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

IdentifierIdentifier	ExplanationExplanation
Schedule J, Line 3	Kaiser foundation health plan of ohio relied on kaiser foundation health plan, inc. that used one or more of the methods described below to establish the top management officials' compensation: - Compensation committee - Independent compensation consultant - Form 990 of other organizations - Written employment contract - Compensation survey or study - Approval by the board or compensation committee
Schedule J, Line 4a	CHRISTINE MALCOLM $568,515 Listed persons participated in arrangements entitling them to severance benefits in the event of termination by the organization without cause or due to job elimination. Depending on position level, tenure, and termination reason, severance benefits payable under these arrangements provide for pay and health benefits continuation plus payment of accrued obligations. In addition, for some of the listed persons, severance benefits payable include prorated incentive awards for performance periods not yet ended. None of the listed persons participated in arrangements entitling them to change-of-control payments.
Schedule J, Line 4b	GEORGE C. HALVORSON 1,237,500 KATHRYN LANCASTER 368 THOMAS MEIER 609 DEBORAH STOKES 40,338 STEVEN ZATKIN 5,463 MARK ZEMELMAN 218,741 DANIEL GARCIA 151,518 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 L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Field	Value	IRS element (for citing)
Name Person	MARK MALCOLM	NamePerson

Field	Value	IRS element (for citing)
Relationship	KFHP INC EMPLOYEE	Relationship
Amount Of Transaction	96476	AmountOfTransaction
Description Of Transaction	COMPENSATION	DescriptionOfTransaction
Sharing Of Revenues	false	SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (51 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part VI, Line 2	Family Affiliations	Steven r zatkin - spouse: officer of Kaiser Foundation Health Plan, Inc (KFHP Inc), Kaiser Foundation Hospitals (KFH) and subsidiaries Victoria zatkin - spouse: senior vp, general counsel and officer of kfh, kfhp inc. and regional health plans
Form 990, Part VI, Line 4	Changes to governing documents	On June 24, 2010, Article E., Officers, of the Bylaws of the Corporation was amended to provide for the title of Ambulatory Surgery Center ("ASC") Administrator, and to add a new Section E-11 to provide for the appointment of an ASC Administrator at each ASC operated by the Corporation and to set forth the authority and responsibilities of an ASC Administrator. On March 3, 2011, Article E., Officers, of the Bylaws of the Corporation was amended to (a) provide that the officers of the Corporation may include one or more Group Presidents (Section E-1, Officers); (b) add a new Section E-8, Group President and/or Regional President, to describe the duties and responsibilities of those positions; (c) provide that the President shall be the Chief Operating Officer of the Corporation (Section E-7, President); (d) provide clarification regarding leadership in the event of the absence or disability of the President (Section E-9, Executive Vice President or National Senior Vice President); and (e) change the reference to "the President" in Sections E-3, E-4 and E-11 to "any President".
Form 990, Part VI, Line 6		KAISER FOUNDATION HEALTH PLAN, INC IS SOLE MEMBER Upon dissolution, remaining assets shall be distributed to a 501(c)(3) organization
Form 990, Part VI, Line 7a		Kaiser Foundation Health Plan, Inc (KFHP) appoints the Directors (and fills vacancies and has authority to remove Directors). The same 14 individuals who comprise the Board of Directors of KFHP also serve as the 14 Directors of KFHP Colorado, Ohio, Northwest and Mid-Atlantic States
Form 990, Part VI, Line 7b		The following actions of the corporation require approval of the sole member: a. removal of the Chairman of the Board or the Regional President; b. amendment of Article D, Section D-4 of the Bylaws - Election and Term of Office of Directors
Form 990, Part VI, Line 11b		Form 990 review process 1. Key information necessary for the preparation of the tax return is obtained and/or confirmed with internal sources including regional finance, executive compensation, community benefits, treasury, government relations, and legal 2. Community benefits details are presented to the community benefit committee of the board for review 3. Executive compensation details are presented to the compensation committee of the board for review 4. The complete tax return is reviewed and signed by a KPMG tax advisor 5. The complete tax return is reviewed and signed by an officer or a member of management designated by an officer 6. The tax return is discussed with the full board of directors. A copy of the return is provided to each board member in electronic format prior to filing
Form 990, Part VI, Line 12c		Regularly and Consistently Monitors Compliance with the Conflicts of Interest Policy Kaiser Permanente regularly monitors compliance with the Conflicts of Interest Policy in 3 key ways: 1. The Kaiser Permanente Compliance Hotline is available to all employees and vendors to report actual or potential conflicts of interest. All calls are answered by a third party and provided to Kaiser Permanente's National Compliance Office for review and appropriate action. Employees can report anonymously. Retaliation is prohibited. Reports of actual or potential Conflicts of Interest are generated and investigations are conducted as required and information is tracked and trended to determine if additional guidance is required to avoid or manage conflicts of interest. Compliance Hotline Reports are provided for review and action to the Kaiser Foundation Health Plan/ Hospitals Boards of Directors annually. 2. Chief Compliance Officer and the SVP of Internal Audit Services annually review the directors', officers', key employees', and executives' Annual Conflicts of Interest Questionnaire disclosures and provide direction on any investigations required. Investigations are documented, tracked and trended to determine if additional controls or education is required; In addition, Conflicts of Interest Questionnaire reports are provided for review and action to the Kaiser Foundation Health Plan/ Hospitals Boards of Directors annually; and 3. Annually, as a component of the external audit, KPMG reviews the Annual Conflicts of Interest Questionnaires process completed by Directors, Officers, Key Employees, and Executives, and actions taken as a result of the disclosures. The results of the annual audit, including any findings in this area are presented to the Kaiser Foundation Health Plan/ Hospitals Audit and Compliance Committee. Regularly and Consistently Enforces Compliance with the Conflicts of Interest Policy To ensure consistency in the enforcement of the policy Kaiser Permanente uses the following steps as a general guideline: A. Represented employees are subject to any corrective/disciplinary action provisions described in specific regional/national collective bargaining agreements and/or organizational policies and practices. B. Kaiser Permanente informs employees of the National Human Resources Policy No. 14. Corrective/Disciplinary Action Policy during new employee orientation and in annual compliance training. C. In the event that it is necessary to discipline any employee because of, but not limited to, failure to comply with applicable legal/regulatory requirements, Kaiser Permanente policies and procedures, or the Principles of Responsibility, or for unsatisfactory performance or misconduct, coaching/counseling and/or corrective/disciplinary action may include, but is not limited to: - Oral discussion and/or warning by the employee's immediate supervisor or higher level manager to correct the problem - Written notice, with or without final warning - Paid or unpaid suspension, with or without final warning - Termination of employment
Form 990, Part VI, Line 15a/b		The executive compensation program is designed to recruit, retain and motivate qualified senior management personnel. Senior management personnel have a significant impact on the strategic and policy direction and results of the organization. Therefore, the executive compensation program is, to a significant degree, performance-based. The compensation program is reviewed annually by the Compensation Committee of the Board of Directors which evaluates and approves, prior to payment, all programs and payments to CEO, Executive Director and top management officials (executives). Base pay for executive positions is established at a level comparable to the relevant market. In addition, other components of the compensation program bear 'at-risk' features designed to focus on strategically important performance goals and to assist in attracting and retaining top performers. The executive compensation program is targeted at the median of the comparable external market in which the organization competes for executive leadership. Evaluation of comparable pay data is performed by an Independent Compensation, Benefit & Human Resource Consulting firm. The compensation program focuses on objectives in the areas of quality of member care and service, financial soundness, and the community and social mission of the organization.
Form 990, Part VI, Line 19		Public Inspection Governing documents - are available as provided to state Dept. of Insurance and maintained on state agency website or upon request. Conflict of Interest is available on KP website under vendor Principles of Responsibility or upon request. Financial Statements are on file with state insurance agency on a statutory basis (stand alone entity). Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with audit opinion by KPMG and is available upon request. To request copies contact: VP - National Tax Compliance Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, Ste 15L Oakland, CA 94612
Form 990, Part VII, Section A, Column B		Hours for Related Organizations Individuals who are both officers and members of Boards of Directors work full time as employees as well as fulfill their board assignment. All officers work full time in their employee capacity. Full time work may require in excess of the traditional 40 hour week. Given the integrated nature of our organization, employees may provide support for various Kaiser Permanente companies. The average hours per week reported for the filing organization and related organizations was estimated.
Form 990, Part XI, Line 5		Other changes in net assets or fund balances Change in unrealized gain/loss on investments $ 1,439,164 Change in Other Comprehensive Income < 19,718,000> Change in Capital Stock < 522> Gain/Loss on investments - Tax < 56,435> Gain/Loss on Investments - Book 147,998 OTTI Losses < 334,981> ______________ TOTAL <$18,522,776>
Form 990, Part III, Line 4a - d	Exempt purpose achievements - Program Services	2010 COMMUNITY BENEFIT REPORT KAISER FOUNDATION HEALTH PLAN OF OHIO Kaiser Foundation Health Plan of Ohio or "Ohio Health Plan" is a tax-exempt subsidiary health plan of Kaiser Foundation Health Plan, Inc. (KFHP). Kaiser Foundation Health Plan of Ohio as well as Kaiser Foundation Hospitals (KFH) are nonprofit corporations that are part of the integrated health care delivery system known as the Kaiser Permanente Medical Care Program or "Kaiser Permanente." In 2010, the Ohio Health Plan served 122,342 members and had 1,586 full time administrative, clerical and technical employees. Ohio Health Plan provides and arranges comprehensive health care services for members on a predominantly prepaid basis. Health Plan fulfills its contractual obligations to group and individual members by contracting with KFH and Ohio Permanente Physicians to provide the required health care services. Membership in KFHP and its health plan subsidiaries is available without regard to sex, race, religion, ethnic background, sexual orientation, and occupational status or income level. Health Plan members are broadly representative of the various ages, social, and income groups within the areas it serves. Once enrolled, a member is free to maintain membership regardless of age, health status or employment. KAISER PERMANENTE'S COMMITMENT TO THE COMMUNITY Kaiser Permanente believes its Direct Community Benefit Investment (DCBI), is fundamental to being a nonprofit organization. It embodies the organization's commitment to improve the health of communities beyond services to Health Plan members. It is more than traditional corporate citizenship or corporate philanthropy. It is an intentional, planned, budgeted, measurable, accountable creation for better health in our communities. It is done in collaboration with, not in isolation from, the community. DCBI serves to fulfill Kaiser Permanente's social purpose, justify its tax-exempt status, and differentiate it from other health care organizations. This tradition of community benefit dates from the earliest days of the Program, when charitable care to non-employees, and later, nonmembers, was initiated. That heritage has continued through the years in Kaiser Permanente's early participation in publicly financed programs such as Medicaid and Medicare, establishment of residency training and medical research programs, and later, in the development of the Educational Theatre, Safety Net Partnerships, Community Health Initiatives and Charitable Coverage Programs. In 2007, the KFHP/H Board of Directors refined the focus of the organization Community Benefit Program and established the following four priority areas which have come to be known as "streams of work": - Care and Coverage for Low-Income People - Creates and supports programs that lower the financial barriers for under- and uninsured. - Community Health Initiatives - Designs, delivers, and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods. - Safety Net Partnerships - Builds partnerships with community clinics, local health departments, and public hospitals. Provide funding, technical assistance, dissemination of care management and quality improvements technology to help improve care and expand treatment capacity for vulnerable populations. - Developing and Disseminating Knowledge - Improve health care by sharing our knowledge- educating practitioners, advancing research, empowering consumers and informing policymakers about the evidence base for care and health. The Board elaborated that at least 75% of total community benefit funding will be directed to program priorities within the four streams of work and the remaining 25% of funding will be directed by local regions to respond to local community benefit needs and opportunities that may or may not be within the four key focus areas. THE COMMUNITY BENEFIT PROGRAM IN THE OHIO REGION In 2010, the Ohio Health Plan spent approximately $10.8 million or approximately 1.8% of revenue to support the Community Benefit Program. A breakdown of the 2010 Community Benefit dollars is included in Attachment A. The following identifies many of the signature community benefit programs and services funded by Ohio Health Plan grouped according to the four streams of work.
.		CARE AND COVERAGE FOR LOW-INCOME PEOPLE In 2010, the Ohio Health Plan expended $8.1 million to address the financing and delivery of health care for populations vulnerable due to socio-economic status, illness, ethnicity, age or other factors. Program beneficiaries (under- and uninsured) received free or discounted care in a Kaiser Permanente facility or by a Permanente provider. Charitable Care (Medical Financial Assistance and Charitable Coverage Programs) In the Ohio Region, Health Plan provides charity care to low-income vulnerable populations through the Medical Financial Assistance and Charitable Coverage Programs. In 2010, the Ohio Health Plan spent $6.5 million on under-and uninsured Ohio residents. - Medical Financial Assistance The Ohio Health Plan contributed $1.3 million to assist patients with limited or no resources to pay for care provided in Kaiser Permanente facilities. Each region offers financial assistance to help families and individuals that are unable to meet all or part of the cost of medical care on an immediate and nonrecurring basis. Kaiser Permanente's charity care program also includes discounted charges for uninsured patients below 400% federal income guidelines and aligned contracted collection agency practices with Kaiser Permanente social values. The amount reported under this category is only part of the funds spent by KFH and KFHP for the poor and uninsured. The organization's commitment to charitable care is also reflected in a variety of other programs and initiatives such as the Charitable Coverage Program and grants and donations to community clinics and other safety net providers. Medical Financial Assistance is offered to both members and non members, and eligibility is solely based on income. - Charitable Coverage Transition Plan - This program provides coverage for low income individuals and who are not eligible for government sponsored health care programs such as Medicaid or Medicare. Based on income (at or below 250% of federal poverty level), the plan subsidizes nearly all health care coverage costs. Referrals to this program are made by community partners. Transition Plan members minimally share in the cost of coverage and pay a premium of $20 per month for individuals and $40 per month for families. They receive comprehensive benefits, including prescription drug coverage and hospitalization. Participation in Medicaid and Other Government Sponsored Health Care Programs The Ohio Health Plan has a long history of participation in publicly financed health programs. In 2010, the Ohio Region provided medical coverage and services valued at approximately $1.6 million (in excess of reimbursement) for individuals in the following program: - Medicare-Medicaid Premium Subsidy - In Ohio, state policy does not allow use of state dollars to pay for Medicare monthly premiums, even for low-income persons. Health Plan paid the monthly Medicare premium for dual-eligible Medicare/Medicaid members. This effort supports low-income persons and provides richer Medicare benefits than fee-for-service. COMMUNITY HEALTH INITIATIVES As an innovator in health, Kaiser Permanente designs, delivers and sustains long-term programs that engage communities in work to improve the conditions in their neighborhoods, workplaces and schools that can support good health, particularly Healthy Eating, Active Living (HEAL). The Ohio Health Plan spent $398,487 on community health initiatives during 2010. Community Health Education and Prevention Programs The Ohio Health Plan provides a variety of health education classes, events and programs for the general public. Expenditures in this category exclude program cost for health education programs targeting or restricted to Health Plan members. The following are examples of community partnerships aimed at promoting health and well being. In 2010, the Ohio Health Plan sponsored numerous community health screenings and participated in health events throughout the region. Many events allowed us to strengthen relationship with the community. SAFETY NET PARTNERSHIPS Through funding, technical assistance, influencing public policy, training and volunteering, dissemination of care-management and quality improvement technologies, Kaiser Permanente helps these vital health care providers improve care and expand treatment capacity for the communities and vulnerable people they serve. The Ohio Health Plan donated $368,499 to support safety net providers through its Thriving Communities Grant Program.
.		DEVELOPING AND DISSEMINATING KNOWLEDGE Kaiser Permanente aims to improve health by sharing its knowledge, educating practitioners, advancing research, empowering consumers, and informing policymakers about the evidence base for care and health. The Ohio Health Plan spent $640,827 to support programs and services for the development and dissemination of knowledge and provided grants and donations to nonprofit organizations. Educational Theatre Programs (ETP) The Ohio Health Plan's Educational Theatre Programs is based upon a new model for promoting health through theatre. Under this model, the Ohio Region collaborates with Cleveland Municipal School District to create a program that uses theatre to train school-based youth actors as health education ambassadors as well as deliver health messages to large audiences. The program is comprised of three productions - Secrets, which educates students about the dangers of HIV/AIDS and other sexually transmitted diseases; the Amazing Food Detective, designed to educate elementary school students about the importance of good nutrition and exercise and Peace Signs which delivers an anger management, anti-bullying message for the middle-school age group. ETP presented 29 performances to 7,943 children and adults. Grants and Donations for Knowledge Dissemination The Ohio Health Plan contributed $270,423 to support thirty six community-based organizations. Care Alliance Health Center Care Alliance's Raising Up Cleveland project will provide preventive services and educational opportunities to Care Alliance patients with the long term goal of reducing health disparities and incidence of chronic disease. The program has two main components: interactive learning to increase knowledge of Healthy Eating/Active Living activities and resource facilitation to reduce barriers to wellness. Cleveland Foodbank A Thriving Communities grant will support the expansion of the Cleveland Foodbank's Children's Nutrition Initiative (CNI). CNI is designed to meet the needs of children at risk of hunger. Through the BackPacks for Kids, Kids Cafes and Summer Feeding Programs, Cleveland Foodbank ensures that participating children do not go hungry in the evenings, on weekends, or over summer vacation. Regional Community Benefit Operations The Ohio Health Plan has a dedicated Community Benefit Department with three full time employees to coordinate CB initiatives and support regional community benefit programs and services. ATTACHMENT A 2010 COMMUNITY BENEFIT INVESTMENT - OHIO REGION The following chart summarizes the 2010 Community Benefit investments by the Ohio Health Plan. The investments in the community reflected in the chart are unaudited. REGIONAL HEALTH PLAN TOTAL CARE AND COVERAGE Charitable Care & Coverage Programs $6,478,172 Government Sponsored Programs 1,636,830 Grants & Donations for Care & Coverage 20,000 Subtotal: $8,135,002 COMMUNITY HEALTH INITIATIVES Community Health Education $15,857 Grants & Donations for Community Health Initiatives 349,253 Community Health Initiatives CB Operations 33,378 Subtotal: $398,488 SAFETY NET PARTNERSHIPS Grants & Donations for Safety Net Partnerships $368,499 Subtotal: $368,499 KNOWLEDGE DISSEMINATION Medical Research $183,399 Educational Theatre Program 157,426 Health Care Training & Education Programs 29,579 Grants & Donations for Knowledge Dissemination 270,423 Subtotal: $640,827 OTHER COMMUNITY Self Sufficiency Programs $67,353 Other CB Grants & Donations 767,710 Other CB Operations 468,463 Subtotal: $1,303,526 TOTAL $10,846,342
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Daniel Garcia TITLE:SVP, Chief Compliance Officer HOURS:48
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:George Halvorson TITLE:Chairman and CEO HOURS:45
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:CHRISTINE CASSEL TITLE:DIRECTOR HOURS:7
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:THOMAS CHAPMAN TITLE:DIRECTOR HOURS:9
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:WILLIAM GRABER TITLE:DIRECTOR HOURS:8
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:J. EUGENE GRIGSBY III TITLE:DIRECTOR HOURS:8
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:JUDITH JOHANSEN TITLE:DIRECTOR HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:KIM J. KAISER TITLE:DIRECTOR HOURS:8
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:PHILIP MARINEAU TITLE:DIRECTOR HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:JENNY MING TITLE:DIRECTOR HOURS:5
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:EDWARD PEI TITLE:DIRECTOR HOURS:8
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:J. NEAL PURCELL TITLE:DIRECTOR HOURS:9
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:CYNTHIA TELLES TITLE:DIRECTOR HOURS:7
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:SANDRA THOMPKINS TITLE:DIRECTOR HOURS:6
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Daniel Beck TITLE:VP, Regional Counsel - Ohio HOURS:
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:JENNIFER GARDNER TITLE:Special Asst to BOD HOURS:46
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Patricia Kennedy-Scott TITLE:Region President - Ohio HOURS:10
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Kathryn Lancaster TITLE:EVP & CFO HOURS:46
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Thomas Meier TITLE:SVP, Corporate Treasurer HOURS:47
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Donald Orndoff TITLE:SVP, NFS HOURS:45
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:ROCHELLE ROTH TITLE:SENIOR DIRECTOR,QRM HOURS:45
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Arthur Southam TITLE:EVP, Health Plan Operations HOURS:45
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Deborah Stokes TITLE:SVP, CC & CAO HOURS:48
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Bernard Tyson TITLE:President & COO HOURS:45
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Steven Zatkin TITLE:SVP, Gen Counsel & Secretary HOURS:45
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Victoria Zatkin TITLE:VP, Off of Brd & Corp Gov Svcs HOURS:46
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Mark Zemelman TITLE:SVP, Gen Counsel & Secretary HOURS:46
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Pamela Hara TITLE:VP, Quality/Service HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Greg Mercer TITLE:VP, Health Plan Mgr. - OH HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Thomas Revis TITLE:VP, Chief Financial Offcr-OH HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Belva Tibbs TITLE:VP, Medical Operations HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Timothy Alberts TITLE:VP, Human Resources HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Heather Bossin TITLE:DIR, FINANCIAL SERVICES HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Carolyn Hightower TITLE:VP, Regional HP Admin OH HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Michelle Richter TITLE:DIR, GROUP SALES & ACCT MGMT HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Jeffrey Wallace TITLE:DIRECTOR, PHARMACIES HOURS:20
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Christine Malcolm TITLE:Former SVP HOURS:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (14 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Business Name Line1DirectControllingEntityName/BusinessNameLine1
Kaiser Foundation Health Plan Inc
One Kaiser Plaza 15L	Oakland	CA	94612	941340523	Health Care	CA	501(c)(3)	9	NA
Kaiser Foundation Health Plan of CO Inc
One Kaiser Plaza 15L	Oakland	CA	94612	840591617	Health Care	CO	501(c)(3)	9	KFHP INC
Kaiser Foundation Health Plan of GA Inc
One Kaiser Plaza 15L	Oakland	CA	94612	581592076	Health Care	GA	501(c)(3)	9	KFHP INC
Kaiser Foundation Health Plan of the MAS
One Kaiser Plaza 15L	Oakland	CA	94612	520954463	Health Care	MD	501(c)(3)	9	KFHP INC
Kaiser Foundation Health Plan of the NW
One Kaiser Plaza 15L	Oakland	CA	94612	930798039	Health Care	OR	501(c)(3)	9	KFHP INC
Kaiser Foundation Hospitals
One Kaiser Plaza 15L	Oakland	CA	94612	941105628	Health Care	CA	501(c)(3)	3	KFHP INC
Camp Bowie Service Center
One Kaiser Plaza 15L	Oakland	CA	94612	943299123	Admin	CA	501(c)(3)	11	KFHP INC
Kaiser Health Alternatives
One Kaiser Plaza 15L	Oakland	CA	94612	930954562	Health Care	OR	501(c)(3)	9	KFHP INC
Kaiser Hospital Asset Management Inc
One Kaiser Plaza 15L	Oakland	CA	94612	943299125	Asset Mgt	CA	501(c)(3)	11	KF HOSPITALS
Kaiser Health Plan Asset Management Inc
One Kaiser Plaza 15L	Oakland	CA	94612	943299124	Asset Mgt	CA	501(c)(3)	11	KFHP INC
Lokahi Assurance Ltd
One Kaiser Plaza 15L	Oakland	CA	94612	912171891	Risk mgmt	HI	501(c)(3)	11	KFHP INC
OHP
One Kaiser Plaza 15L	Oakland	CA	94612	930480268	Leasing	WA	501(c)(3)	11	KFHP INC
1800 Harrison Foundation
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943317484	FINANCING	CA	501(c)(3)	11	KFHP INC
Kaiser Hospital Assistance Corporation
One Kaiser Plaza 15L	Oakland	CA	94612	311779500	FINANCING	CA	501(C)(3)	11	KF HOSPITALS

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	HCMS 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	203924985	EIN
Primary Activity	CONSULTING	PrimaryActivity
Legal Domicile State	CA	LegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Predominant Income Type	N/A	PredominantIncomeType
Share Of Total Income	0	ShareOfTotalIncome
Share Of EOY Assets	0	ShareOfEOYAssets
Code V	$0	CodeVAmount
Percentage Ownership	0.00000	PercentageOwnership

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	true	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	true	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	true	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	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 (34 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
KAISER FOUNDATION HEALTH PLAN INC
K	1240357
KAISER FOUNDATION HEALTH PLAN INC
L	17302524
KAISER FOUNDATION HEALTH PLAN INC
O	8866176
KAISER FOUNDATION HEALTH PLAN INC
P	5519143
KAISER FOUNDATION HOSPITALS
A	2278768
KAISER FOUNDATION HOSPITALS
E	45000000
KAISER FOUNDATION HOSPITALS
K	35665931
KAISER FOUNDATION HOSPITALS
O	38204256
KAISER FOUNDATION HOSPITALS
P	18308894
KAISER FOUNDATION HOSPITALS
Q	35223385
KAISER FOUNDATION HOSPITALS
R	5699
KAISER FOUNDATION HEALTH PLAN OF COLORADO
K	568622
KAISER FOUNDATION HEALTH PLAN OF COLORADO
L	28463
KAISER FOUNDATION HEALTH PLAN OF COLORADO
O	62983
KAISER FOUNDATION HEALTH PLAN OF COLORADO
P	3154
KAISER FDN HEALTH PLAN OF GEORGIA INC
K	125026
KAISER FDN HEALTH PLAN OF GEORGIA INC
L	245634
KAISER FDN HEALTH PLAN OF GEORGIA INC
O	44124
KAISER FDN HEALTH PLAN OF GEORGIA INC
P	12435
KFHP OF THE MID-ATLANTIC STATES INC
K	323033
KFHP OF THE MID-ATLANTIC STATES INC
L	106984
KFHP OF THE MID-ATLANTIC STATES INC
O	4988
KFHP OF THE MID-ATLANTIC STATES INC
P	15374
KAISER FDN HEALTH PLAN OF THE NORTHWEST
K	29179
KAISER FDN HEALTH PLAN OF THE NORTHWEST
L	21435
KAISER FDN HEALTH PLAN OF THE NORTHWEST
O	1675
KAISER FDN HEALTH PLAN OF THE NORTHWEST
P	472
CAMP BOWIE SERVICE CENTER
L	2091336
CAMP BOWIE SERVICE CENTER
O	90507
KAISER PERMANENTE INSURANCE COMPANY
K	10133286
KAISER PERMANENTE INSURANCE COMPANY
L	47492308
LOKAHI ASSURANCE LTD
K	8200000
LOKAHI ASSURANCE LTD
L	1196318
LOKAHI ASSURANCE LTD
P	2509227