2011-11-10T19:19:42-06:00 2010-12-31 KPMG LLP 55 SECOND STREET SAN FRANCISCO CA 94105 990 2010-01-01 581592076 KAISER FDN HEALTH PLAN OF GEORGIAINC KAIS 5102716611 ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 KATHRYN LANCASTER 2011-10-31 4159635100 2010 2016-03-07 17:11:31Z PETER ANDRUSZKIEWICZ ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 1025427772 false X N/A X 1985 GA TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE 5 2 2555 469 27854 17390 2057241 2350668 1060150602 945171878 5474392 5931849 7970968 7140775 1075653203 960595170 6556865 9046312 0 0 143435370 166674729 0 0 0 925976552 938805370 1075968787 1114526411 -315584 -153931241 293621296 372483994 181373160 420376284 112248136 -47892290 X TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE false false 993669074 0 951213720 Member health care services and medical training for care improvement Kaiser Foundation Health Plan of Georgia, Inc. (KFHP of Georgia) provides medical and surgical care, including urgent care services, extended care and home health care, for its members without regards to age, sex, race, religion or national origin or the ability to pay. KFHP of Georgia educates and trains medical students and other health care professionals and promotes scientific and nursing education in order to improve care. Additional information about Georgia Health Plan's charitable activities can be found in Schedule O, Community Benefit Report. 16434120 0 1071079 Charitable Care (Medical Financial Assistance and Charitable Coverage) Health Plan provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. MFA - Health Plan offers financial assistance to help families and individuals that are unable to pay for all or part of the cost of urgent or emergent care provided in Kaiser Permanente facilities. In 2010 this program assisted 1,122 applicants. CHC - these programs are available to low income adults and children who are not eligible for other public or privately sponsored coverage. More than 2,096 patients received comprehensive care for up to four years through this program. Health Plan also partnered with the Grady Medical Center and gave them a restricted grant to underwrite the cost of care for uninsured individuals with chronic conditions. Additional information about Georgia Health Plan's charitable activities can be found in Schedule O, Community Benefit Report. 9046312 9046312 0 Grants and Donations The Georgia Health Plan supported approximately 119 nonprofit organizations and enabled them to continue providing programs and services that serve vulnerable populations. One example is the "Green Market" a weekly farmers' market (May-December) offering a variety of organic fruits, vegetables, fresh cut flowers, baked goods as well as healthy cooking demonstrations and fitness classes. Additional information about Georgia Health Plan's charitable activities can be found in Schedule O, Community Benefit Report. 2394708 0 0 SCH. O, COMMUNITY BENEFIT REPORT 2394708 0 0 1021544214 true true true true false false false false false true false false false true false true true false false false false false false false false false true false true false false false false false false true false false false false false false true false false false false true 1313 0 true 2555 true true true false false false false false false false false false X 5 2 true false true false true true true true true false false true true true true true true true true false GA X VP - NATIONAL TAX COMPLIANCE 5102716385 ONE KAISER PLAZA STE 15L OAKLAND CA 94612 X Peter Andruszkiewicz 25.0 X X 0 645209 157929 Frank Boone 50.0 X X 0 527948 69943 George Halvorson 5.0 X X 0 7667335 76092 Kerry Kohnen 40.0 X X 0 425334 100424 Bernard Tyson 5.0 X X 0 1942514 359961 J NEAL PURCELL 1.0 X 14894 204844 0 JEFFREY KOPLAN 0.5 X 12000 0 0 Julie Fortin 50.0 X 0 120549 41492 Kathryn Lancaster 4.0 X 0 1558076 296474 Kirkland McGhee 50.0 X 0 201681 33488 Thomas Meier 3.0 X 0 647785 107439 Donald Orndoff 5.0 X 0 508058 70932 Arthur Southam 5.0 X 0 2020299 353928 Deborah Stokes 10.0 X 0 622642 123860 Steven Zatkin 5.0 X 0 1247253 97716 Victoria Zatkin 4.0 X 0 311369 83647 Mark Zemelman 4.0 X 0 806199 150636 James Cullinan 30.0 X 0 291849 63412 Sarah Sidwell 30.0 X 0 456441 53650 Dawn Bading 30.0 X 0 261298 68652 Jonna Kirkwood 30.0 X 0 242341 72356 Daniel Styf 30.0 X 0 226530 52726 Beverly Thomas 30.0 X 0 261407 79785 Timothy Trussell 30.0 X 209806 0 45759 Christine Malcolm 0.0 X 0 568721 12021 236700 21765682 2572322 137 true true false PIEDMONT HOSPITAL PO BOX 102526 ATLANTA GA 30368 MEDICAL SERVICES 62321622 NORTHSIDE HOSPITAL PO BOX 101818 ATLANTA GA 30392 MEDICAL SERVICES 78269323 SOUTHEASTERN PERMANENTE MEDICAL GRO 3495 PIEDMONT ROAD NE ATLANTA GA 30305 MEDICAL SERVICES 348192082 CHILDREN'S HEALTHCARE OF ATLANTA PO BOX 116101 ATLANTA GA 30368 MEDICAL SERVICES 16170240 ST JOSEPH'S HOSPITAL PO BOX 102046 ATLANTA GA 30368 MEDICAL SERVICES 13184448 352 1577335 48091 725242 2350668 MEMBERS HEALTH CARE 621400 729936635 729936635 SUPPLEMENTAL CHARGE 621400 52003681 52003681 NON-PLAN & INDUSTRIAL 621400 1992636 1964782 27854 OTHER PROGRAM SERVICES 621400 13899871 13899871 MEDICARE/MEDICAID PAYMENTS 621400 147339055 147339055 945171878 4327774 4327774 0 0 66405054 31623 64819041 13561 1586013 18062 1604075 1604075 0 0 0 PP&L INSURANCE PREMIUM REIMBURSEMENT 900099 7140775 7140775 7140775 960595170 952284799 27854 5931849 9046312 9046312 0 0 0 26894 26894 0 122888965 102334320 20554645 0 7474113 7474113 29323240 21875210 7448030 6961517 6961517 0 3062 3062 999783 999783 272556 272556 0 202380 202380 79791350 75697537 4093813 21432742 779755 20652987 1898306 1702407 195899 67955679 67955679 0 10987106 10987106 1397330 1027391 369939 0 500206 500206 4460986 4460986 0 13806265 13806265 549330 549330 PURCHASED MEDICAL SVC - BCP 540189660 540189660 SUPPLIES 101971218 101799203 172015 INTER-REGIONAL CHARGES 27995220 23658524 4336696 REPAIRS & MAINTENANCE 7617492 7538896 78596 STATE & LOCAL TAXES 2113089 2113089 54661610 21384534 33277076 1114526411 1021544214 92982197 0 9645763 406177 20081553 26718979 8402872 9806294 346689 867207 277746053 136936328 124609667 140809725 130295288 193511986 239464 363626 293621296 372483994 81446199 84150555 9182619 9470758 90744342 326754971 181373160 420376284 X 5665218 5665218 106582918 -53557508 112248136 -47892290 293621296 372483994 X -153931241 -6209185 X false true true X true true X 1428452 1562162 1882337 2057241 2350668 9280860 971753714 1041404677 1083297320 1060150602 945171878 5101778191 973182166 1042966839 1085179657 1062207843 947522546 5111059051 5111059051 7204678 7749684 6513719 5254905 4327774 31050760 7204678 7749684 6513719 5254905 4327774 31050760 980386844 1050716523 1091693376 1067462748 951850320 5142109811 0.99396 0.99362 0.00604 0.00638 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6000 600 0 true true X false false true false true true true true 272556 false true 272556 false false SCHEDULE C, PART I-A, LINE 1 DESCRIPTION OF DIRECT & INDIRECT POLITICAL CAMPAIGN ACTIVITIES The disclosed political activity resulted from contribution being approved/paid SCHEDULE C, PART I-B, LINE 4B CORRECTIVE ACTION As a result of our internal investigation conducted in July of 2010, Kaiser Foundation Health Plan of Georgia, Inc discovered that an improper political expenditure occured in 2010. Payment of this expense is contrary to our long-standing written policy on political campaign involvement. We have requested and received a full refund of the payment or contribution from the recipient. In addition, we have sent out a memorandum to all employees with responsibility for processing payments. SCHEDULE C, PART II-B, LINE 1A THROUGH 1I 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: - Collecting, analyzing and distributing within the Organization, public and private policy recommendations regarding proposed legislation that affect the operation of Health Plan and its ability to provide quality health and medical care services to its members in a cost effective environment. - Providing appropriate informational materials to legislators and to their staffs that pertain to matters of common interest in the health care community and in the not-for-profit community. - Also by preparing written and oral testimony, these individuals appear at legislative hearings, monitor legislative proceedings and meet with legislators and/or their staffs regarding issues pertinent to the mission of Health Plan. Those individuals appearing at such hearings and meetings for and on behalf of Health Plan often are representing the interests of common interest groups as well as the interests of the members of Health Plan. - Other employees and officers perform services by delivering speeches at various public and private functions and in serving as faculty in healthcare related educational programs throughout the community. 24371491 24371491 120843716 54439795 66403921 27620104 14499667 13120437 86378956 57488615 28890341 18531786 10508251 8023535 140809725 0 PENSION PLAN PAYABLE 47051923 SELF INS RISK-PROF PUBLIC LIAB 7828422 OTHER CURRENT LIABILITIES 3121025 OTHER LONG-TERM LIABILITIES 8060048 DUE TO AFFILIATED ORGANIZATION 66737576 PREMIUM DEFICIENCY RESERVE 40916477 NOTE PAYABLE TO AFFILIATES 153039500 326754971 960595170 1114526411 -153931241 -1228071 -4981114 -6209185 -160140426 952041540 -1228071 1400189 172118 951869422 8725748 8725748 960595170 1112181966 9234609 9234609 1102947357 11579054 11579054 1114526411 SCHEDULE D, PART X, LINE 2 FIN 48 FOOTNOTE NOT REQUIRED SCHEDULE D, PART XI, LINE 8 RECONCILIATION OF CHANGE IN NET ASSETS DECREASE IN PENSION & OTHER COMPREHENSIVE INCOME <$4,866,499> GAIN/LOSS ON INVESTMENTS - TAX < 1,586,013> GAIN/LOSS ON INVESTMENTS - BOOK 1,835,250 SEE "NOTE 1" < 363,852> ____________ TOTAL <$4,981,114> NOTE 1: OTHER THAN TEMPORARY IMPAIRMENT (OTTI) OF INVESTMENT RECOGNIZED FOR FINANCIAL STATEMENT PURPOSES, WHICH WILL BE TAX REPORTED WHEN REALIZED SCHEDULE D, PART XII RECONCILIATION OF REVENUE LINE 2D: BAD DEBT EXPENSE - RECLASS <$4,438,279> INTER-ENTITY REVENUE - RECLASS 4,569,450 GAIN (LOSS) ON INVESTMENTS - BOOK 1,835,250 OTTI < 363,852> Investment Management Fees < 202,380> _____________ TOTAL $1,400,189 LINE 4B: FIXED ASSET LOSS - RECLASS <$ 1,040> GAIN (LOSS) ON INVESTMENTS - TAX 1,586,013 INSURANCE PREMIUM REIMBURSEMENT - RECLASS 7,140,775 ___________ TOTAL $8,725,748 SCHEDULE D, PART XIII RECONCILIATION OF EXPENSES LINE 2D: FIXED ASSET LOSS - RECLASS $ 1,040 INTER-ENTITY REVENUE - RECLASS 4,569,450 DECREASE IN PENSION & OTHER COMPREHENSIVE INCOME 4,866,499 Investment Management Fees < 202,380> _____________ TOTAL $9,234,609 LINE 4B: INSURANCE PREMIUM REIMBURSEMENT - RECLASS $ 7,140,775 BAD DEBT EXPENSE - RECLASS 4,438,279 ___________ TOTAL $11,579,054 true A Gift of Love Svc of West Georgia Inc 3870 Longview Dr Douglasville GA 30135 582373174 501(c)(3) 10000 Back Pack Weekend Food Program American Cancer Society Inc 250 Williams Street Atlanta GA 30303 580659875 501(c)(3) 50000 Patient Resource Navigator at Grady Memorial Hospi American Diabetes Asssociation 17 Executive Pk Dr NE115 Atlanta GA 30329 131623888 501(c)(3) 50000 Diabetes Expo Atlanta American Heart Association Inc 1101 Northchase Pkwy 1 Marietta GA 30067 135613797 501(c)(3) 95500 2010 Atlanta Heart Ball Event; Metro Atlanta Annua Atlanta Community Food Bank Inc 732 Joseph E Lowery Blvd NW Atlanta GA 30318 581376648 501(c)(3) 50000 Benefits Outreach Program Atlanta Leadership Development Fdn Inc Ten Peachtree Place 620 Atlanta GA 30309 237015688 501(c)(3) 6000 Leadership Atlanta Healthy Day Atlanta Regional Commission 40 Courtland Street NE Atlanta GA 30303 586002324 501(c)(3) 65000 Senior Community Garden Initiative Atlanta Women's Foundation Inc 50 Hurt Plaza Suite 401 Atlanta GA 30303 582389721 501(c)(3) 125000 Atlanta Women's Foundation Grantmaking Support BeltLine Partnership Inc 50 Hurt Plaza Suite 910 Atlanta GA 30303 562464486 501(c)(3) 1250000 NE Corridor Project Support Boys and Girls Clubs Metro Atlanta Inc 100 Edgewood Ave NE 700 Atlanta GA 30303 580566123 501(c)(3) 65000 Triple Play Program Project Captain Planet Foundation Inc 133 Luckie Street Atlanta GA 30308 581959421 501(c)(3) 25000 Captain Planet's Learning Gardens Project Center for Pan Asian Community Svc Inc 3510 Shallowford Road NE Atlanta GA 30341 581437980 501(c)(3) 74060 Dowa Clinic Project Support Chattahoochee Nature Center Inc 9135 Willeo Road Roswell GA 30075 581275604 501(c)(3) 42809 Community Garden Project Cherokee FOCUS Inc 100 Hickory Circle Holly Springs GA 30115 450466319 501(c)(3) 10000 Live Healthy Cherokee Project Children's Healthcare Atlanta Fdtn Inc 1584 Tullie Circle NE Atlanta GA 30329 581710601 501(c)(3) 1000000 Children's Healthcare of Atlanta Hughes Spalding C CHRIS Kids Inc 3109 Clairmont Rd Suite B Atlanta GA 30329 581430183 501(c)(3) 75000 CHRIS Counseling Center Project Clayton State Univ Foundation Inc 2000 Clayton State Blvd Morrow GA 30260 237419285 501(c)(3) 80000 Nursing Department Student and Faculty Recruitment Clean Air Campaign Inc 55 Park Place NE 250 Atlanta GA 30303 582600070 501(c)(3) 22400 No-Idling Program Project Decatur Education Foundation Inc 315 W Ponce De Leon Ave Decatur GA 30030 582601384 501(c)(3) 10500 Decatur Farm to School Initiative Proj; Int'l Walk Diabetes Association of Atlanta Inc 100 Edgewood Ave NE 1004 Atlanta GA 30303 580973055 501(c)(3) 65000 Diabetes Prevention and Control Program Dream House Medically Fragile Children 2092 Scenic Highway B Snellville GA 30078 582654766 501(c)(3) 10000 Dream House Family for Keeps? Transition Care Prog East Lake Foundation Inc 2606 Alston Drive SE Atlanta GA 30317 582204306 501(c)(3) 15000 Community Garden Collaborative Project Support Families First Inc 1105 W Peachtree St NE Atlanta GA 30357 581054331 501(c)(3) 38740 2010 Dining for a Difference Fundraiser; Doula Pro Fernbank Inc 767 Clifton Road Atlanta GA 30307 586028607 501(c)(3) 25000 Community Access Program First Step Staffing Inc 236 Auburn Ave NE 203 Atlanta GA 30303 208038859 501(c)(3) 75000 First Step Benefits Program Georgia Campaign Adolesc Pregn Prevention 1450 W Peachtree St NW Suite 200 Atlanta GA 30309 311520709 501(c)(3) 59304 World Fitness Day Fundraiser; Parent Outreach Prog Georgia Conservancy Inc 817 W Peachtree St 200 Atlanta GA 30308 581027246 501(c)(3) 42000 Mothers & Other for Clean Air Georgia Family Connection Partnership 235 Peachtree St 1600 Atlanta GA 30303 581888262 501(c)(3) 65000 Reducing Low Birthweight Pilot Georgia Free Clinic Network Inc 1015 Donald Lee Hollowell Pkwy Suit Atlanta GA 30318 800100336 501(c)(3) 156000 Specialty Care Initiative Project; C.A.R.E. Clinic Georgia Hospital Association Inc 1675 Terrell Mill Road Marietta GA 30067 580612274 501(c)(6) 50000 Yes 2 Save Lives Georgia Organics Inc 200 A Ottley Drive Atlanta GA 30324 582345310 501(c)(3) 70000 Georgia Farm To School Georgia Perimeter College Foundation Inc 3251 Panthersville Road Decatur GA 30034 581492364 501(c)(3) 70000 Nursing Department Student and Faculty Recruitment Georgia State Univ Foundation Inc 140 Decatur St UL 918A Atlanta GA 30302 586033185 501(c)(3) 85000 Nursing Dept.Student/Faculty Recruitmen Retention Georgia State Univ Research Foundation Inc PO Box 3999 Atlanta GA 30302 581845423 501(c)(3) 10000 Southern Obesity Summit Good Samaritan Health Center of Cobb 1605 Roberta Drive SW Marietta GA 30008 320045238 501(c)(3) 10000 Physician's Dispensary General Operating Support Hands of Hope Clinic Inc 1010 Hospital Dr B Stockbridge GA 30281 421591970 501(c)(3) 95000 Maintenance and/or Expansion of Clinic Capacity Hands on Atlanta Inc 600 Means St Suite 100 Atlanta GA 30318 581861026 501(c)(3) 10000 Hands on Atlanta Day Project Health Ed Assessment and Leadership 1300 Joseph E Boone Blvd Atlanta GA 30314 263990559 501(c)(3) 42241 HEALing Community Center General Operating Support Henry W Grady Health System Fdtn Inc 50 Hurt Plaza Suite 803 Atlanta GA 30303 582130437 501(c)(3) 2024200 Community Health Partnership for Chronically Ill; Heritage Fund of Atlanta Med Assoc Inc 100 Edgewood Ave NE 540 Atlanta GA 30303 582372394 501(c)(3) 9100 Scholarship Fund - Heritage Fund of Atlanta Medica Hispanic Health Coalition of Georgia Inc 424 Decatur Street Atlanta GA 30312 752995466 501(c)(3) 55000 Inclusive and Culturally Appropriate Prenatal Care Jerusalem House Inc 17 Executive Park Dr NE Suite 290 Atlanta GA 30329 581829807 501(c)(3) 50000 The Housing Programs of Jerusalem House Project Junior Achievement of Georgia Inc 460 Abernathy Road Atlanta GA 30328 580598050 501(c)(3) 25000 JA of Georgia Growth Campaign - Program Support fo Kennesaw State University Fdtn Inc 1000 Chastain Road Kennesaw GA 30066 237034345 501(c)(3) 80000 Nursing Department Student and Faculty Recruitment Lawrenceville Cooperative Ministry Inc 176 Church Street Lawrenceville GA 30046 582193039 501(c)(3) 10000 Emergency Food and Prescription Medication Program Literacy Action Inc 100 Edgewood Ave Ste 650 Atlanta GA 30303 581053728 501(c)(3) 50000 Improving Health through Literacy Training March of Dimes Foundation 1776 Peachtree St Ste 100 Atlanta GA 30309 131846366 501(c)(3) 80000 2010 March for Babies Event Support\Annual Fundrai Martin Luther King Jr Ctr for Nonviolent 449 Auburn Avenue NE Atlanta GA 30312 581030989 501(c)(3) 13500 Salute to Greatness Awards Dinner Event Ministries United for Service Training Inc 1407 Cobb Parkway North Marietta GA 30061 582034725 501(c)(3) 50000 Build We MUST Clinic and Capital Campaign Project Morehouse School Of Medicine Inc 720 Westview Drive SW Atlanta GA 30310 581438873 501(c)(3) 55000 Kaiser Permanente Medical Student Scholarships National Mental Health Assoc of GA Inc 100 Edgewood Ave Ste 502 Atlanta GA 30303 580611310 501(c)(3) 43000 Project Healthcare Access II Project Support North Fulton Community Charities Inc 11270 Elkins Road Roswell GA 30076 581521088 501(c)(3) 26000 Emergency Assist. Prog. for Med Prescription Cover Oakhurst Medical Centers Inc 770 Village Square Dr Stone Mtn GA 30083 581413957 501(c)(3) 80000 FQHC (Safety Net) Collaboration Project Support Park Pride Atlanta Inc 233 Peachtree St NE 1600 Atlanta GA 30303 581883895 501(c)(3) 17000 Community Gardens Project Partnership Against Domestic Violence 114 New Street Suite L Decatur GA 30030 581314556 501(c)(3) 78000 PADV's Hearts with Hope Gala Fundraiser; Safety & Piedmont Park Conservancy Inc 400 Park Drive NE Atlanta GA 30306 581551369 501(c)(3) 85000 Healthy Livinig Initiative Project Project Open Hand-Atlanta Inc 176 Ottley Drive Atlanta GA 30324 581816778 501(c)(3) 70000 Comprehensive Nutrition Care Services Implementati Robert W Woodruff Arts Center Inc 1280 Peachtree Street NE Atlanta GA 30309 580633971 501(c)(3) 99000 2009-2010 Annual Corporate Campaign and Young Audi Saint Joseph's Mercy Care Services Inc 424 Decatur Street Atlanta GA 30312 581752700 501(c)(3) 80000 FQHC (Safety Net) Collaboration Project Support Senior Citizen Services MetroAtlanta Inc 1705 Commerce Drive NW Atlanta GA 30318 580960309 501(c)(3) 70000 Extra Helping Initiative Project Senior Connections Inc 5328 Peachtree Road Chamblee GA 30341 581187876 501(c)(3) 150000 Eliminating Hunger Waitlists- Feeding low-Income S Servants Relief for Incurable Cancer Inc 760 Pollard Boulevard SW Atlanta GA 30315 580566234 501(c)(3) 9500 Palliative Care Program Project South Fulton Senior Services Inc 3680 College Street College Park GA 30337 581948408 501(c)(3) 20000 Meals on Wheels Transportation (Van) Program Southside Medical Center Inc 1046 Ridge Avenue SW Atlanta GA 30315 581131002 501(c)(3) 80000 FQHC (Safety Net) Collaboration Project Support Susan G Komen Breast Cancer Fdtn 4840 Roswell Rd Bldg D Suite 100 Atlanta GA 30342 581959763 501(c)(3) 25000 Komen Atlanta Race for the Cure 2010 Event The Center for Family Resources Inc 995 Roswell St Suite 100 Marietta GA 30060 580876634 501(c)(3) 45000 Building Strong Communities General Operating Supp The Children's Museum of Atlanta Inc 275 Centennial Olympic Dr NW Atlanta GA 30313 581785484 501(c)(3) 75000 Growing Healthy Kids: Health and Nutrition Communi The Community Fdtn Greater Atlanta 50 Hurt Plaza Suite 449 Atlatnta GA 30303 581344646 501(c)(3) 350000 Agenda for a Healthy Region Project The Corporation of Mercer University 3001 Mercer University Dr Atlanta GA 30341 580566167 501(c)(3) 25000 Kaiser Permanente Pharmacy Student Scholarship End The Environmental Fund for Georgia 1447 Peachtree St Ste 214 Atlanta GA 30309 582022001 501(c)(3) 80125 2010 Earth Day Events; 2010 Corporate Contribution The Leukemia and Lymphoma Society 3715 Northside Pkwy 400 Suite 300 Atlanta GA 30327 135644916 501(c)(3) 26000 Patient Financial Aid Program Project Support The Sheltering Arms 385 Centennial Olympic Park Dr Atlanta GA 30313 580566236 501(c)(3) 10000 Operation StoryBook Project United Way of Metropolitan Atlanta Inc 100 Edgewood Ave NE Atlanta GA 30303 580566194 501(c)(3) 300000 Primary Health Care Access Grants Program United Way of Metropolitan Atlanta Inc 100 Edgewood Ave NE Atlanta GA 30303 580566194 501(c)(3) 102400 United Way African American Partnership; Primary H Voices for Georgia's Children 100 Edgewood Ave NE 1580 Atlanta GA 30303 020678823 501(c)(3) 64633 Expanding Children's Health Enrollment through Edu West End Medical Centers Inc 868 York Avenue SW Atlanta GA 30310 581233448 501(c)(3) 80000 FQHC (Safety Net) Collaboration Project Support YMCA of Metropolitan Atlanta Inc 100 Edgewood Ave Ste 1100 Atlanta GA 30303 580566253 501(c)(3) 300000 Longitudinal Assessment of Obesity Intervention Tr YWCA of Greater Atlanta 957 North Highland Ave NE Atlanta GA 30306 580593442 501(c)(3) 24550 Salute to Women of Achievement Luncheon Event 77 1 PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 At the end of their funding cycle, grantees are required to submit a final report which delineates accomplishments related to stated objectives. Large grants (typically over $100K) may require quarterly progress reports. true true false false false false false true false Peter Andruszkiewicz 0 396169 0 227750 0 21290 0 141947 0 15982 0 803138 0 0 Dawn Bading 0 197269 0 48453 0 15576 0 53586 0 15066 0 329950 0 0 Frank Boone 0 176057 0 78751 0 273140 0 44380 0 25563 0 597891 0 74091 James Cullinan 0 193858 0 82439 0 15552 0 48814 0 14598 0 355261 0 0 Julie Fortin 0 108743 0 0 0 11806 0 32205 0 9287 0 162041 0 0 George Halvorson 0 1177487 0 5155125 0 1334723 0 62481 0 13611 0 7743427 0 0 Jonna Kirkwood 0 201919 0 23450 0 16972 0 56374 0 15982 0 314697 0 0 Kerry Kohnen 0 262317 0 146484 0 16533 0 86913 0 13511 0 525758 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 Kirkland McGhee 0 189088 0 9447 0 3146 0 17925 0 15563 0 235169 0 0 Thomas Meier 0 316076 0 297094 0 34615 0 94371 0 13068 0 755224 0 0 Donald Orndoff 0 333479 0 0 0 174579 0 57212 0 13720 0 578990 0 0 Sarah Sidwell 0 200720 0 99130 0 156591 0 27668 0 25982 0 510091 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 Daniel Styf 0 175184 0 36512 0 14834 0 37551 0 15175 0 279256 0 0 Beverly Thomas 0 178229 0 66934 0 16244 0 64222 0 15563 0 341192 0 0 Timothy Trussell 75059 0 129245 0 5502 0 30561 0 15198 0 255565 0 0 0 Bernard Tyson 0 737887 0 1180500 0 24127 0 346893 0 13068 0 2302475 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 J NEAL PURCELL 14894 204844 0 0 0 0 0 0 0 0 14894 204844 0 0 SCHEDULE J, PART I, LINE 3 TOP MANAGEMENT OFFICIALS' COMPENSATION Kaiser Foundation Health Plan of Georgia relied on Kaiser Foundation Health Plan, Inc that used one or more of the methods described below to establish the top management officials' compensation: - Compensation committee - Independent compensation consultant - Form 990 of other organizations - Written employment contract - Compensation survey or study, and - Approval by the board or compensation committee SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENT FRANK BOONE $ 44,192 CHRISTINE MALCOLM 568,515 SARAH SIDWELL 141,434 Listed persons participated in arrangements entitling them to severance benefits in the event of termination by the organization without cause or due to job elimination. Depending on position level, tenure, and termination reason, severance benefits payable under these arrangements provide for pay and health benefits continuation plus payment of accrued obligations. In addition, for some of the listed persons, severance benefits payable include prorated incentive awards for performance periods not yet ended. None of the listed persons participated in arrangements entitling them to change-of-control payments. SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT GEORGE HALVORSON 1,237,500 FRANK BOONE 196,955 KATHRYN LANCASTER 368 THOMAS MEIER 609 DEBORAH STOKES 40,338 STEVEN ZATKIN 5,463 MARK ZEMELMAN 218,741 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, PART I, LINE 7 NON-FIXED PAYMENTS The organization provided non-fixed payments to some of the persons listed. Payments were made under incentive plans, based on attainment of organizational performance goals and individual performance, designed to support the organization's mission to provide high-quality, affordable care and improve the health of its members and the communities it serves. MARK MALCOLM KFHP INC EMPLOYEE 96476 COMPENSATION false 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 by the member to provide for a Chief Executive Officer as an officer of the Corporation to be elected by the member to conform the bylaws of the Corporation to the Bylaws of the other Health Plan subsidiaries of the member, which amendments were approved by the Board of Directors of the Corporation on November 17, 2010 (Sections E-1, Officers, E-2, Election and Term of Office, and E-4 Removal and Resignation); and On March 3, 2011, Article E., Officers, of the Bylaws of the Corporation was amended by the member to (a) provide that the officers of the Corporation may include one or more Group Presidents (Section E-1, Officers); (b) add a new Section E-8, Group President and/or Regional President, to describe the duties and responsibilities of those positions; (c) provide that the President shall be the Chief Operating Officer of the Corporation (Section E-7, President); and (d) ) provide clarification regarding leadership in the event of the absence or disability of the President (Section D-9, Executive Vice President or National Senior Vice President); and (e) to change the reference to "the President" in Sections E-3, E-4 and E-11 to "any President"; which amendments were approved by the Board of Directors of the Corporation on April 6, 2011. FORM 990, PART VI, LINE 6 MEMBERS OR STOCKHOLDERS KAISER FOUNDATION HEALTH PLAN, INC IS SOLE MEMBER Upon dissolution, remaining assets shall be distributed to a 501(c)(3) organization FORM 990, PART VI, LINE 7A ELECT MEMBERS OF THE GOVERNING BODY Kaiser Foundation Health Plan, Inc appoints the Board of Directors (and fills vacancies and has authority to remove Directors) FORM 990, PART VI, LINE 7B MEMBERS' APPROVAL The following actions of the corporation require the approval of the member. Typically the member (KFHP) would approve actions requiring member approval and the Board of Directors of KFHP-GA also would approve or ratify the action: 1. Removal of the Chairman of the Board, CEO, or Regional President. The compensation of the Regional President and other executive officers of the corporation shall be approved by the member's Compensation Committee; 2. The sale, lease, exchange, or other disposition of, the mortgage, pledge or dedication to the repayment of indebtedness (whether with or without recourse), or any other encumbrance of property of the corporation, or the acquisition of assets, whether or not in the usual or regular course of the corporation's activities, where the fair market value of such corporate property or assets being disposed of, acquired or encumbered exceeds 10% of the value of the assets of the corporation as reflected in the most recent annual or quarterly financial statements that are available on the date immediately preceding the date of the relevant transaction shall require the approval of the member 3. Capital expenditures that exceed $25 million shall require the approval of the member 4. The issuance of tax-exempt bonds 5. Amendments to Article C (Members), D (Directors) and H (Amendment and Effect of Bylaws) of the Bylaws and amendments to the Articles of Incorporation. Article A (Purposes), B (Offices), E (Officers), F (Committees) and G (Miscellaneous) of the Bylaws may be amended by the Board of KFHP-GA acting alone and do not require ratification by the member. FORM 990, PART VI, LINE 11B FORM 990 REVIEW PROCESS 1. Community benefit details are presented to the community benefit committee of the board for review. 2. The tax return is reviewed and signed by a KPMG tax advisor. 3. The complete tax return is reviewed and signed by an officer or a member of management designated by an officer. 4. A compact disk containing the signed return is provided to each board member prior to filing. FORM 990, PART VI, LINE 12C COMPLIANCE ENFORCEMENT Regularly and Consistently Monitors Compliance with the Conflicts of Interest Policy Kaiser Permanente regularly monitors compliance with the Conflicts of Interest Policy in 3 key ways: 1. The Kaiser Permanente Compliance Hotline is available to all employees and vendors to report actual or potential conflicts of interest. All calls are answered by a third party and provided to Kaiser Permanente's National Compliance Office for review and appropriate action. Employees can report anonymously. Retaliation is prohibited. Reports of actual or potential Conflicts of Interest are generated and investigations are conducted as required and information is tracked and trended to determine if additional guidance is required to avoid or manage conflicts of interest. Compliance Hotline Reports are provided for review and action to the Kaiser Foundation Health Plan/ Hospitals Boards of Directors annually. 2. Chief Compliance Officer and the SVP of Internal Audit Services annually review the directors', officers', key employees', and executives' Annual Conflicts of Interest Questionnaire disclosures and provide direction on any investigations required. Investigations are documented, tracked and trended to determine if additional controls or education is required; In addition, Conflicts of Interest Questionnaire reports are provided for review and action to the Kaiser Foundation Health Plan/ Hospitals Boards of Directors annually; and 3. Annually, as a component of the external audit, KPMG reviews the Annual Conflicts of Interest Questionnaires process completed by Directors, Officers, Key Employees, and Executives, and actions taken as a result of the disclosures. The results of the annual audit, including any findings in this area are presented to the Kaiser Foundation Health Plan/ Hospitals Audit and Compliance Committee. Regularly and Consistently Enforces Compliance with the Conflicts of Interest Policy To ensure consistency in the enforcement of the policy Kaiser Permanente uses the following steps as a general guideline: A. Represented employees are subject to any corrective/disciplinary action provisions described in specific regional/national collective bargaining agreements and/or organizational policies and practices. B. Kaiser Permanente informs employees of the National Human Resources Policy No. 14. Corrective/Disciplinary Action Policy during new employee orientation and in annual compliance training. C. In the event that it is necessary to discipline any employee because of, but not limited to, failure to comply with applicable legal/regulatory requirements, Kaiser Permanente policies and procedures, or the Principles of Responsibility, or for unsatisfactory performance or misconduct, coaching/counseling and/or corrective/disciplinary action may include, but is not limited to: - Oral discussion and/or warning by the employee's immediate supervisor or higher level manager to correct the problem - Written notice, with or without final warning - Paid or unpaid suspension, with or without final warning - Termination of employment FORM 990, PART VI, LINE 15A/B COMPENSATION DETERMINATION The executive compensation program is designed to recruit, retain and motivate qualified senior management personnel. Senior management personnel have a significant impact on the strategic and policy direction and results of the organization. Therefore, the executive compensation program is, to a significant degree, performance-based. The compensation program is reviewed annually by the Compensation Committee of the Board of Directors which evaluates and approves, prior to payment, all programs and payments to CEO, Executive Director and top management officials (executives). Base pay for executive positions is established at a level comparable to the relevant market. In addition, other components of the compensation program bear 'at-risk' features designed to focus on strategically important performance goals and to assist in attracting and retaining top performers. The executive compensation program is targeted at the median of the comparable external market in which the organization competes for executive leadership. Evaluation of comparable pay data is performed by an Independent Compensation, Benefit & Human Resource Consulting firm. The compensation program focuses on objectives in the areas of quality of member care and service, financial soundness, and the community and social mission of the organization. FORM 990, PART VI, LINE 19 PUBLIC INSPECTION Governing documents are available as provided to state Dept. of Insurance and maintained on state agency website or upon request. Conflict of Interest is available on KP website under vendor Principles of Responsibility or upon request. Financial Statements are on file with state insurance agency on a statutory basis (stand alone entity). Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with audit opinion by KPMG upon request. To request copies contact: VP - National Tax Compliance Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, Ste 15L Oakland, CA 94612 FORM 990, PART VII, SECTION A, COLUMN B HOURS FOR RELATED ORGANIZATIONS Individuals who are both officers and members of Boards of Directors work full time as employees as well as fulfill their board assignment. All officers work full time in their employee capacity. Full time work may require in excess of the traditional 40 hour week. Given the integrated nature of our organization, employees may provide support for various Kaiser Permanente companies. The average hours per week reported for the filing organization and related organizations was estimated. FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS <$1,228,071> CHANGE IN OTHER COMPREHENSIVE INCOME < 4,866,499> GAIN/LOSS ON INVESTMENTS - TAX < 1,586,013> GAIN/LOSS ON INVESTMENTS - BOOK 1,835,250 OTTI LOSSES < 363,852> ____________ TOTAL <$6,209,185> FORM 990, PART III, LINE 4A-D 2010 COMMUNITY BENEFIT REPORT KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. Kaiser Foundation Health Plan of Georgia, Inc. or "Georgia Health Plan" is a tax-exempt subsidiary health plan of Kaiser Foundation Health Plan, Inc. (KFHP). Kaiser Foundation Health Plan of Georgia as well as Kaiser Foundation Hospitals (KFH) are nonprofit corporations that are part of the integrated health care delivery system known as the Kaiser Permanente Medical Care Program or "Kaiser Permanente." In 2010, Georgia Health Plan served 222,074 members and has 2,285 full-time administrative, clerical and technical employees. Georgia Health Plan provides and arranges comprehensive health care services for members on a predominantly prepaid basis. Health Plan fulfills its contractual obligations to group and individual members by contracting with KFH and a Permanente Medical Group to provide the required health care services. Membership in KFHP and its health plan subsidiaries is available without regard to sex, race, religion, ethnic background, sexual orientation, and occupational status or income level. Health Plan members are broadly representative of the various ages, social and income groups within the areas it serves. Once enrolled, a member is free to maintain membership regardless of age, health status or employment. . KAISER PERMANENTE'S COMMITMENT TO THE COMMUNITY Kaiser Permanente believes its Direct Community Benefit Investment (DCBI), is fundamental to being a nonprofit organization. It embodies the organization's commitment to improve the health of communities beyond services to Health Plan members. It is more than traditional corporate citizenship or corporate philanthropy. It is an intentional, planned, budgeted, measurable, accountable creation for better health in our communities. It is done in collaboration with, not in isolation from, the community. DCBI serves to fulfill Kaiser Permanente's social purpose, justify its tax-exempt status, and differentiate it from other health care organizations. This tradition of community benefit dates from the earliest days of the Program, when charitable care to non-employees, and later, nonmembers, was initiated. That heritage has continued through the years in Kaiser Permanente's early participation in publicly financed programs such as Medicaid and Medicare, establishment of residency training and medical research programs, and later, in the development of the Educational Theatre Programs, Safety Net Partnerships, Community Health Initiatives and Charitable Health Coverage Programs. In 2007, the KFHP/H Board of Directors refined the focus of the organization's Community Benefit Program and established the following four priority areas which have come to be known as "streams of work": - Care and Coverage for Low-Income People - Creates and supports programs that lower the financial barriers for the under- and uninsured. - Community Health Initiatives - Designs, delivers, and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods. - Safety Net Partnerships - Builds partnerships with community clinics, local health departments, and public hospitals. Provides funding, technical assistance, dissemination of care management and quality improvements technology to help improve care and expand treatment capacity for vulnerable populations. - Developing and Disseminating Knowledge - Improves health care by sharing our knowledge- educating practitioners, advancing research, empowering consumers and informing policymakers about the evidence base for care and health. The Board elaborated that at least 75% of total community benefit funding will be directed to program priorities within the four streams of work and the remaining 25% of funding will be directed by local regions to respond to local community benefit needs and opportunities that may or may not be within the four key focus areas. . THE COMMUNITY BENEFIT PROGRAM IN THE GEORGIA REGION In 2010, Georgia Health Plan expended $29.4 million to support community benefit activities. A breakdown of the 2010 Community Benefit dollars attributable to the Georgia Health Plan is included in Attachment A. The following identifies many of the signature community benefit programs and services grouped according to the national streams of work funded by Georgia Health Plan. CARE AND COVERAGE FOR LOW-INCOME PEOPLE There are roughly 46 million Americans 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 2010, the Georgia Health Plan expended $17.9 million to address the financing and delivery of health care for populations vulnerable due to socio-economic status, illness, ethnicity, age, or other factors. Program beneficiaries (under- and uninsured) received free or discounted care in a Kaiser Permanente facility or by a Permanente provider. Charitable Care (Medical Financial Assistance and Charitable Health Coverage Programs) In the Georgia Region, Health Plan provides charity care to low-income vulnerable populations through the Medical Financial Assistance and Charitable Coverage Program. In 2010, the Georgia Health Plan spent approximately $15.3 million on under- and uninsured residents. - Medical Financial Assistance Program The Georgia Health Plan's Medical Financial Assistance Program provides temporary financial assistance and/or medically necessary services, medications or supplies to patients with a demonstrated financial need. Patients must receive health care services at a Kaiser Permanente facility and/or from a Kaiser Permanente provider. Kaiser Permanente's charity care program also includes discounted charges for uninsured patients below 400% federal poverty guidelines and aligned contracted collection agency practices with Kaiser Permanente social values. In 2010, this program assisted 1,122 patients. - Charitable Health Coverage Program Charitable Health Coverage (CHC) is our unique approach to caring for low-income uninsured persons in our communities. Participants receive a regular Kaiser Permanente membership card and access to the full range of our service and providers-a much better alternative to a brief and costly emergency room visit or hospitalization. This allows us to invest in the longer term health of patients and the community. Since inception in the early 1980s, CHC programs have made a real difference in the lives of persons who might otherwise have no other source of care. The Kaiser Permanente Bridge Program enrolls and subsidizes for up to two years, 95% of the premium for income-eligible individuals who do not have access to any other form of health insurance. This program partners with community agencies to identify eligible clients whose income falls at or below 300% of the federal poverty guidelines. By year-end 2010, the Georgia Health Plan had 2,096 individuals in the Kaiser Permanente Bridge Program. . COMMUNITY HEALTH INITIATIVES As an innovator in health, Kaiser Permanente designs, delivers, and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods, workplaces, and schools to support good health, particularly Healthy Eating, Active Living (HEAL). The Georgia Health Plan spent approximately $4.4 million on community health initiatives during 2010. Community Health Education and Prevention Programs The Georgia Health Plan offered a variety of health education classes, events, and programs for the general public. During 2010, the Health Education Department organized numerous health fairs and screenings at Health Plan medical offices which were open to the general public. Expenditures in this category exclude program cost for health education programs targeting or restricted to Health Plan members. The following is an example of a community partnership aimed at promoting health and well being. - The Georgia Health Plan is the sponsor of the Green Market, weekly farmers' market (May-December) offering a variety of organic fruits, vegetables, fresh cut flowers, baked goods as well as healthy cooking demonstrations and fitness classes. In 2010, 67,000 people attended the Green Market. Grants and Donations for Community Health Initiatives The Georgia Health Plan contributed $4.4 million to 63 nonprofit organizations to support a variety of community health initiatives. Following are examples of two programs funded in 2010: - The Chattahoochee Nature Center (CNC) transformed an abandoned soccer field into a community garden with funding from a $42,809 Kaiser Permanente grant. The garden yields 24,000 pounds of fresh produce annually, and benefits clients of another KPGA grantee, the nearby North Fulton Community Charities, a nonprofit that provides food, clothing and short-term emergency assistance to low-income families. CNC also provides educational workshops to the families on healthy eating and active living. The partnership increases access to seasonal fresh produce, while strengthening community networks and increasing healthy living. - KPGA is addressing the region's childhood obesity challenge (almost 38% of children younger than 17 are obese) through a project implemented by the YMCA of Metropolitan Atlanta. The initiative will test and put into practice techniques that minimize health risks related to overweight/obesity. The goal is to improve health outcomes for youth (ages 2 to 16) through programs that promote healthy eating, physical activity and behavior change that establish lifelong habits of health and wellness. The contribution supported the study's first phase, which focuses on 3 to 5 year olds, and will fund curriculum development and strategy implementation to prevent and address obesity in YMCA pre-school Head Start students. . SAFETY NET PARTNERSHIPS Through funding, technical assistance, public policy advocacy, training and volunteering, dissemination of care-management and quality improvement technologies, Kaiser Permanente helps these vital health care providers improve care and expand treatment capacity for the communities and vulnerable people they serve. Grants and Donations for Safety Net Partnerships The Georgia Health Plan contributed $1.5 million to 13 organizations that deliver medical or dental care services to uninsured people in community settings, primarily safety net clinics in Georgia. Following are two community organizations supported by these grants in 2010: - Nationally, Georgia is ranked 36th in the percent of its population that has access to primary care. A Kaiser Permanente Georgia grant to the United Way of Metropolitan Atlanta created the Primary Care Access program. The initiative expands access to care in five metro Atlanta counties. The program helps people access primary care and addresses the 300% increase in patients seeking care that community clinics have recently experienced. Counties were selected based on residents' health status, income levels, and the capacity of community-based health care organizations (where they existed). Because of the project, hundreds of patients who have no other options for care will receive services through new access points for primary care. - Community clinics are a vital part of the safety net providing healthcare to thousands of under- and uninsured patients each year. Hebron Community Health Center is such a facility. With a $10,000 Kaiser Permanente Georgia grant, the organization implemented a diabetes health education and prescription program called "Being Put to the Test." Diabetes is a leading cause of death among Georgians, and is linked to health disparities in the Kaiser Permanente service area. The grant makes possible health care for 150 diabetic patients who might not otherwise receive appropriate care. By providing patient education, screening, monitoring, and medication Hebron is improving its patients' health, but is also freeing hospital emergency rooms to treat patients with urgent health crises. . EVELOPING AND DISSEMINATING KNOWLEDGE Kaiser Permanente aims to improve health by sharing its knowledge, educating practitioners, advancing research, empowering consumers, and informing policymakers about the evidence base for care and health. The Georgia Health Plan spent $4.2 million to support programs and services for the development and dissemination of knowledge and provided grants and donations to nonprofit organizations. Clinical and Health Services Research The Georgia Health Plan's Center for Health Research department partners with research programs at Emory University, Morehouse School of Medicine, Centers for Disease Control and Prevention (CDC) and the Georgia Department of Human Resources, Division of Public Health. During 2010, the Center for Health Research participated in 108 studies and published results in 22 peer-reviewed publications. The following are two examples of studies conducted in 2010: - Children's Healthcare of Atlanta at Hughes Spalding is the only pediatric safety net hospital in metro Atlanta. Through a contribution to the hospital - whose patients are 98% minority, 80% Medicaid enrolled, and 11% uninsured - Kaiser Permanente is ensuring that low-income, underserved children are cared for with appropriate medical care and equipment. Low-income children had previously been served in a sub-standard, outdated facility that lacked up-to-date equipment and systems. The project will increase the number of Charity Care-qualified children served and improve access to care. - Georgia is ranked 5th highest in the country for the number of uninsured residents. This lack of care - among other factors - often contributes to poor health among residents. Community clinics are a vital part of the safety net, providing healthcare to thousands of under- and uninsured patients each year. A $95,000 Kaiser Permanente grant allowed the Hands of Hope Clinic to increase its capacity and serve over 1800 medical and almost 100 dental patients. The Clinic was able to maintain its medical and dental provider staff, increase volunteer medical, dental and clerical staff; and increase the clinic's hours in order to serve more patients. Educational Theatre Programs (ETP) The Georgia Health Plan offered free, award-winning health education plays for youth and adults. Kaiser Permanente's Educational Theatre Programs offers a unique series of dynamic theatre programs with compelling health messages to reach children, teens and adults. These national award-winning plays promote individual responsibility for one's health, instill positive attitudes about healthy lifestyle choices and demonstrate the benefits of positive action. Topics addressed in the performances range from AIDS awareness and stress management to grief counseling and health and wellness messages, related to nutrition and asthma education. All programs are offered free of charge as a community benefit of Kaiser Permanente. In 2010, the program reached approximately 86,675 children and adults through 1,254 programs. Training and Education of Health Care Professionals In 2010, the Georgia Health Plan spent $214,945 to support the education and training of health care professionals. . Grants and Donations for Knowledge Dissemination The Georgia Health Plan donated $538,133 in charitable contributions to 6 nonprofit organizations for the dissemination of evidence-based studies which informed the community about health care public policy and educational opportunities for individuals seeking a career as a health care professional. Following is an example of one of the programs supported in 2010. - Voices for Georgia's Children provides research-based information that helps policymakers and the state's citizens make informed decisions about policies affecting children. Kaiser Permanente Georgia granted the organization $64,633 to use education and advocacy to support enrolling children in health insurance programs. The organization is partnering with Georgia's Department of Community Health and other community-based organizations to implement policy and practice changes to improve the state's enrollment systems for Medicaid and PeachCare for Kids (the state's child health insurance program). - In addition, the Georgia Health Plan partners with colleges and universities to address the shortage of healthcare workers in our state. In 2010, Clayton State University, Georgia Perimeter College, Georgia State University, Kennesaw State University, Mercer University, and the Morehouse School of Medicine received grants totaling $410,000, and awarded scholarships to 28 nursing, pharmacy and medical students. . OTHER COMMUNITY BENEFIT The Georgia Health Plan spent $1.4 million on other community benefit activities and programs beyond the national streams of work. Self-Sufficiency Programs The Georgia Health Plan spent $99,113 to support five INROADS interns in 2010. The INROADS program is aimed at improving education and job skills or providing employment opportunities for targeted populations. INROADS is an organization focused on developing minority college students for leadership roles in corporations and in the community. Student interns typically work two to five summers with the organization with the goal of permanent placement upon graduation from college. Community Giving Campaign The Georgia Region's Community Giving Campaign is the employee's charitable giving program. Employees contribute to United Way and Earthshare through payroll deductions, direct gifts and special event fundraising. The amount reported is to cover administrative expenses for operating the campaign. Other Community Grants and Donations The Georgia Health Plan contributed $114,000 to four nonprofit community organizations in support of a variety of other programs and services for vulnerable populations. Following are highlights of one of the programs funded: - The Martin Luther King, Jr. Center for Nonviolent Social Change provides education about Dr. King's philosophy and continues his work research, education and training. Each year, the Center hosts the Salute to Greatness Awards Dinner to honors recipients of the Salute to Greatness Award, the Center's highest recognition afforded individuals and institutions that embody the principles espoused by Dr. King. Kaiser Permanente Georgia joined with other local and national companies to support the King Center, and award recipients who help improve quality of life through their efforts. Regional Community Benefit Operations The Georgia Health Plan has a Community Benefit Department with nine employees to support regional community benefit programs and coordinate CB initiatives including the Educational Theatre Programs. In addition, there are many other Health Plan personnel who collaborate to help manage community benefit programs like Charity Care, Charitable Health Coverage. . ATTACHMENT A 2010 COMMUNITY BENEFIT INVESTMENT - GEORGIA REGION The following chart summarizes 2010 Community Benefit investments by the Georgia Health Plan. The investments in the community reflected in the chart are unaudited. REGIONAL HEALTH PLAN TOTAL CARE AND COVERAGE Charitable Care and Coverage Programs $15,363,042 Government-Sponsored Programs 50,032 Grants & Donations for Care & Coverage 2,500,000 Subtotal: $17,913,074 COMMUNITY HEALTH INITIATIVES Community Health Initiatives Programs and Services $14,790 Grants & Donations for Community Health Initiatives 4,433,881 Subtotal: $4,448,671 SAFETY NET PARTNERSHIPS Grants & Donations for Safety Net Partnerships $1,473,241 CB Operations for Safety Net 66,371 Subtotal: $1,539,612 KNOWLEDGE DISSEMINATION Medical Research $2,604,888 Educational Theatre Program 810,607 Health Care Training and Education Programs 214,945 Grants & Donations for Knowledge Dissemination 538,133 Subtotal: $4,168,573 OTHER COMMUNITY BENEFITS Self Sufficiency Programs $99,113 Other CB Grants & Donations 114,000 CB Operations 1,138,850 Subtotal: $1,351,963 TOTAL $29,421,893 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Peter Andruszkiewicz TITLE:Regional President, GA HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Frank Boone TITLE:VP - Finance & Regional CFO HOURS: 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:Kerry Kohnen TITLE:SVP, Operations HOURS:10 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:J. NEAL PURCELL TITLE:DIRECTOR HOURS:8 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JEFFREY KOPLAN TITLE:DIRECTOR HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Julie Fortin TITLE:VP - REGIONAL COUNSEL - SE HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Kathryn Lancaster TITLE:EVP & CFO HOURS:46 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Kirkland McGhee TITLE:VP, Regional Counsel - GA HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Thomas Meier TITLE:SVP, Corporate Treasurer HOURS:47 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Donald Orndoff TITLE:SVP, NFS HOURS:45 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Arthur Southam TITLE:EVP, Health Plan Operations HOURS:45 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Deborah Stokes TITLE:SVP, CC & CAO HOURS:40 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:James Cullinan TITLE:VP, Mktg Sales & Bus Dev HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Sarah Sidwell TITLE:VP, Chief Operating Officer HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Dawn Bading TITLE:VP, Human Resources - GA HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Jonna Kirkwood TITLE:VP, HP Svcs & Admin - GA HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Daniel Styf TITLE:VP, Strategy & Business Exec HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Beverly Thomas TITLE:VP, Community & Public Affairs HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Timothy Trussell TITLE:SR. SALES EXECUTIVE HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Christine Malcolm TITLE:Former SVP HOURS: KAISER FOUNDATION HEALTH PLAN INC ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 941340523 HEALTH CARE CA 501(c)(3) 9 NA KAISER FOUNDATION HOSPITALS ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 941105628 HEALTH CARE CA 501(c)(3) 3 KFHP INC KAISER FDN HEALTH PLAN OF COLORADO ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 840591617 HEALTH CARE CO 501(c)(3) 9 KFHP INC KFHP OF THE MID-ATLANTIC STATES ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 520954463 HEALTH CARE MD 501(c)(3) 9 KFHP INC KAISER FDN HEALTH PLAN OF THE NORTHWEST ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 930798039 HEALTH CARE OR 501(c)(3) 9 KFHP INC KAISER FDN HEALTH PLAN OF OHIO ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 340922268 HEALTH CARE OH 501(c)(3) 9 KFHP INC KAISER HEALTH PLAN ASSET MANAGEMENT INC ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 943299124 ASSET MGMT CA 501(c)(3) 11 KFHP INC LOKAHI ASSURANCE LTD ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 912171891 RISK MGMT HI 501(c)(3) 11 KFHP INC KAISER HOSPITAL ASSET MANAGEMENT INC ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 943299125 ASSET MGMT CA 501(c)(3) 11 KF HOSPITALS CAMP BOWIE SERVICE CENTER ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 943299123 ADMIN CA 501(c)(3) 11 KFHP INC OHP ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 930480268 LEASING WA 501(c)(3) 11 KFHP INC KAISER HEALTH ALTERNATIVES ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 930954562 HEALTH CARE OR 501(c)(3) 11 KFHP INC 1800 HARRISON ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 943317484 FINANCING CA 501(c)(3) 11 KFHP INC KAISER HOSPITAL ASSISTANCE CORPORATION ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 311779500 FINANCING CA 501(C)(3) 11 KF HOSPITALS HCMS LLC ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 203924985 CASE MANAGEMENT CA NA NONE 0 0 0 0.00000 OAK TREE ASSURANCE LTD ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 030329760 INUSRANCE VT NA C CORP 0 0 0.00000 KAISER PERMANENTE INSURANCE COMPANY ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 943203402 INUSRANCE CA NA C CORP 0 0 0.00000 KAISER PROPERTY SERVICES INC ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 943259432 REAL ESTATE CA NA C CORP 0 0 0.00000 ARCHIMEDES INC ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 203774729 CONSULTING CA NA C CORP 0 0 0.00000 KAISER PERMANENTE INTERNATIONAL ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 943245176 CONSULTING CA NA C CORP 0 0 0.00000 false true true true true false false false false false true true false true true true true false