2015-11-11T15:38:17-06:00 2014-12-31 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2014-01-01 840591617 KAISER FOUNDATION HEALTH PLAN OF COLORADO % SVP CC AND CAO KAIS 5102716611 ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 DEBORAH STOKES VP, TAX SERVICES 2673303000 2015-11-10 true ROBERT W FRIZ P00438748 2673303000 2014 2016-04-25 22:37:26Z DONNA LYNNE ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 3717281395 false X WWW.KP.ORG X 1969 CO TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE. 15 13 7171 1088 1110049 15721147 6768197 3122130913 3413882633 59358365 48395049 25096 0 3197235521 3469045879 34300 3802925 0 0 667563310 670681806 0 0 0 2414186153 2708226015 3081783763 3382710746 115451758 86335133 1612741293 1798129717 825166213 1108510571 787575080 689619146 X TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE. false false 2888371896 56500 3354302938 member health care services and medical training for care improvement Kaiser Foundation Health Plan of Colorado (KFHP of Colorado) 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 Colorado educates and trains medical students and other health care professionals and promotes scientific and nursing education in order to improve care. 121635227 0 59249069 Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan of Colorado (KFHP-CO) is committed to improving medical care for beneficiaries of Medicaid and other government sponsored programs, not only for KFHP-CO members, but also within the communities we serve. At the end of 2014, more than 48,000 individuals were receiving the benefits of full membership in KFHP-CO's Medicaid managed care program. Approximately 7,200 more individuals were members of the Children's Health Insurance Program (CHIP). In addition, KFHP-CO provided health care on a fee-for-service basis for Medicaid beneficiaries who were not enrolled as KFHP-CO members. 26262704 0 330626 Charity Care (Medical Financial Assistance and Charitable Health Coverage) Kaiser Foundation Health Plan of Colorado (KFHP-CO) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP-CO offers financial assistance through the MFA program to help families and individuals with a demonstrated financial need pay for all or part of the cost of emergency or medically necessary care provided in Kaiser Permanente facilities and/or by Kaiser Permanente providers. In 2014, this program assisted nearly 3,800 qualifying applicants, including more than 1,100 patients who were not covered by a KFHP-CO product. The CHC program offers regular Kaiser Foundation Health Plan membership at minimal cost to low income families who are not eligible for other public or privately sponsored coverage. More than 200 individuals were receiving comprehensive health care through this program at the end of 2014. 21102045 3746424 0 SCH. O, COMMUNITY BENEFIT REPORT 21102045 3746424 0 3057371872 true true false true false false false false false false true false false false true false true true false false false false false false false false false true true true false false false false false false false false false false false false true true true true false false true 3470 0 true 7171 true true true false false false false false false false false false X 15 13 false false false false true true true true true false false true true true true true true true true false CO X X SVP CC AND CAO 5102716385 ONE KAISER PLAZA 15L OAKLAND CA 94612 X Christine K Cassel Director 1.0 13.0 X 0 173500 0 Thomas W Chapman Director 1.0 13.0 X 0 261807 17500 Jeffrey E Epstein Director 0.5 7.0 X 0 197467 0 Daniel P Garcia SVP, Chief Compliance Officer 2.0 48.0 X X 0 1357344 175853 William R Graber Director 1.0 6.5 X 0 231434 0 J Eugene Grigsby III Director 1.0 7.0 X 0 207925 0 David Hoffmeister Director 0.25 7.0 X 0 31577 0 Judith Johansen Director 0.5 7.0 X 0 222508 0 Kim J Kaiser Director 0.5 7.0 X 0 212852 0 Philip Marineau Director 0.58 5.86 X 0 214967 0 Jenny J Ming Director 0.25 2.5 X 0 48477 0 Edward YW Pei Director 0.25 6.75 X 0 217904 17500 Margaret E Porfido Director 1.0 5.5 X 0 232533 0 Richard Shannon MD Director 0.5 6.0 X 0 83501 0 Cynthia A Telles Director 0.5 7.0 X 0 211956 0 Bernard J Tyson Chairman & CEO 6.0 44.0 X X 0 4687312 624702 Maryann M Bodayle Board Governance Administrator 1.0 49.0 X 0 158433 17837 Kathryn Lancaster EVP & CFO 4.0 46.0 X 0 2244260 698565 Donna Lynne EVP, GP & Region President -CO 18.0 32.0 X 0 1592097 379695 Thomas R Meier SVP, Corporate Treasurer 2.0 48.0 X 0 864149 183340 Donald H Orndoff SVP, NFS 5.0 45.0 X 0 863698 167586 Rochelle M Roth Dir, Health Plan QCSO 2.0 48.0 X 0 228471 150768 Jacqueline Sellers Sr Counsel/Assistant Secretary 1.0 49.0 X 0 252345 191723 Arthur M Southam EVP, Health Plan Operations 5.0 45.0 X 0 2501640 595175 Deborah Stokes SVP,Corporate Controller & CAO 4.0 46.0 X 0 762279 294052 Matthew George Weber Assistant Secretary 45.0 5.0 X 0 379579 120009 Victoria B Zatkin VP, Off of Brd & Corp Gov Svcs 5.0 45.0 X 0 347803 242808 Mark S Zemelman SVP,General Counsel &Secretary 4.0 46.0 X 0 1511815 433272 Keith J Evans VP, MSBD - CO 30.0 20.0 X 0 403517 116667 Denise McKenna VP, HPSA - CO 50.0 0.0 X 0 336290 94285 James Newsome VP, CFO - CO 30.0 20.0 X 0 469529 266915 Nancy L Wollen SVP, Chief Operating Officer 30.0 20.0 X 0 548211 189400 Jandel T Allen-Davis VP, Govt & External Relations 50.0 0.0 X 0 414268 30066 Jerry F Hartbarger VP, HR - Colorado 50.0 0.0 X 0 323929 90383 Richard Roland Lyon VP, Reg. Strategy Performance 30.0 20.0 X 0 476811 177897 Elizabeth Sijuwade Oyekan VP, Health Care Ops & Quality 50.0 0.0 X 0 325084 231160 John K Warren Senior Director, Medicare 30.0 20.0 X 0 270447 80974 George C Halvorson Chairman 0.0 0.0 X 0 10399970 46427 Regina S Berman VP, Quality & Resource Steward 0.0 0.0 X 0 296617 11877 Erin M Downing Assistant Secretary 0.0 50.0 X 0 103235 29742 Anne E McDow VP, Health Plan Admin - CO 0.0 0.0 X 0 215543 58370 0 34883084 5734548 1162 true true false COLORADO PERMANENTE MEDICAL GROUP PO BOX 373030 DENVER CO 80237 MEDICAL SERVICES 542812334 Exempla Saint Joseph Hospital 2480 W 26th ave b-200 DENVER CO 80211 MEDICAL SERVICES 425898734 HCA HEALTH ONE LLC PO BOX 403171 ATLANTA GA 30384 MEDICAL SERVICES 172283865 PENROSE ST FRANCIS HEALTH SYSTEM PO BOX 911057 DENVER CO 80291 MEDICAL SERVICES 74413940 CHILDREN'S HOSPITAL COLORADO 13123 E 16TH AVE AURORA CO 80045 MEDICAL SERVICES 59519075 331 6080966 134817 552414 6768197 MEMBERS HEALTH DUES 621400 2232984075 2232984075 SUPPL CHARGE/PHARM 621400 192038884 192038884 NON-PLAN & INDUSTRIAL 621400 5066163 3956114 1110049 OTHER PROGRAM SERV 621400 87364629 87364629 MEDICARE 621400 896428882 896428882 3413882633 47679687 47679687 0 0 0 0 0 248707804 243074 247590818 644698 1116986 -401624 715362 715362 0 0 0 0 3469045879 3412772584 1110049 48395049 3746425 3746425 56500 56500 0 0 0 0 454968802 408452286 46516516 0 64432566 64432566 116004302 96071456 19932845 35276136 35276136 0 257279 257279 1394844 1394844 0 0 617990 617990 0 17203373 5912414 11290959 8273826 7244116 1029710 159524295 118200325 41323970 0 13681677 13681659 18 3356374 2955023 401351 0 795505 795505 2741989 2741989 0 45506902 45506902 11666648 11666648 CONTRACT PAYMENTS 1121730939 1121730939 PURCHASED MED SVC- OUTSIDE 565114841 565114841 SUPPLIES 403312047 359794852 43517195 PURCHASED SVC - NON-MEDICAL 121375316 61740608 59634708 231672170 133046187 98625983 3382710746 3057371872 325338873 0 X 3200022 2076740 0 0 0 0 90986321 131216172 0 0 0 0 0 0 54217212 65274760 8381877 26320385 807699385 451813712 361152348 355885673 1047322140 1176733355 0 0 0 0 0 0 47481373 40622632 1612741293 1798129717 273490049 391279044 0 0 32545557 41722063 0 0 0 0 0 0 0 0 0 0 519130607 675509464 825166213 1108510571 X 1200 12684 0 0 787573880 689606462 787575080 689619146 1612741293 1798129717 X 86335133 15273353 -199564420 X false true X true true true X 10958451 14549684 16404939 15721147 6768197 64402418 2587673738 2850877885 2982890216 3122130913 3412772584 14956345336 0 0 0 2598632189 2865427569 2999295155 3137852060 3419540781 15020747754 0 0 0 15020747754 22888156 22406248 28842528 42455192 47679687 164271811 0 22888156 22406248 28842528 42455192 47679687 164271811 0 0 2621520345 2887833817 3028137683 3180307252 3467220468 15185019565 0.98918 0.98988 0.01082 0.01012 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 120059 false true 62700 182759 false 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 IN AND BENEFITED FROM LOBBYING ACTIVITIES CONDUCTED AT THE REGIONAL AND NATIONAL LEVELS FOR THE BENEFIT OF ITS ENROLLED MEMBERS, THE BROADER COMMUNITY AND FOR THE HEALTH CARE INDUSTRY AS A WHOLE. AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), Health Plan HAS A POLICY PROHIBITING ANY OF Health Plan'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR THIS ORGANIZATION MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. Health Plan ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS 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 EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT Health Plan'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT 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 INTERESTS OF Health Plan, ITS MEMBERS AND ITS PATIENTS 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 AND THE BROADER COMMUNITY IN A COST EFFECTIVE MANNER. - PROVIDING APPROPRIATE INFORMATIONAL MATERIALS TO LEGISLATORS AND THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF Health Plan. 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 AND PATIENTS 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. 42742856 42742856 478170713 252745942 225424771 26299289 21795805 4503484 197497820 153355491 44142329 62988705 23916472 39072233 355885673 0 RESERVE FOR WORKERS COMP RISKS 5792183 OTHER LIABILITIES 15554506 PROF & PUBLIC LIABILITIES 45128067 POST RETIREMENT LIABILITIES 609034708 675509464 3315246475 15273353 -167850620 -152577267 3467823742 617990 604147 1222137 3469045879 3413202409 30596814 30596814 3382605595 617990 -512839 105151 3382710746 Schedule D, Part X, LINE 2 FIN 48 Footnote: THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER FIN 48. Schedule D, Part XI RECONCILIATION OF REVENUE: LINE 2D: GAIN/LOSS ON INVESTMENTS - BOOK $ 1,507,978 OTTI LOSSES - BOOK (SEE NOTE 1) <5,617,705> CHANGE IN OTHER COMPREHENSIVE INCOME <164,349,191> CHANGE IN RESTRICTED DONATIONS 11,484 FIXED ASSET LOSS RECLASS 596,814 -------------------------------------------------------------- TOTAL <167,850,620> Note 1: other than temporary impairment (OTTI) of investment recognized for financial statement purposes, which will be tax reported when realized. LINE 4B: GAIN/LOSS ON INVESTMENTS - TAX 1,116,986 BAD DEBT EXPENSEs RECLASS <512,839> ------------------------------------------------------------- TOTAL 604,147 Schedule D, Part XII Reconciliation of Expenses: LINE 2D: PAYMENT TO AFFILIATE $ 30,000,000 FIXED ASSET LOSS - RECLASS 596,814 -------------------------------------------------------------- TOTAL 30,596,814 LINE 4B: BAD DEBT EXPENSES - RECLASS $ <512,839> true American National Red Cross 444 Sherman St Denver CO 80203 530196605 501(c)(3) 220000 Project Support City of Aurora 15151 E Alameda Parkway Aurora CO 80012 846000564 Government or P 134000 KP Walk & Wheel; Bike & Walk Impr City of Colorado Springs PO Box 1575 MC 1449 Colorado Springs CO 80903 846000573 Government or P 99999 City of CS Active City of Commerce City 7887 E 60th Ave Commerce City CO 80022 846006924 Government or P 12275 Bike & Walk-Work City of Fort Collins PO Box 580 Fort Collins CO 80522 846000587 Government or P 94100 Bike Pln Up & Imp City of Greeley 1000 10th Street Greeley CO 80631 846000593 Government or P 104825 Greeley Pedal & Ped; Comp bike/walk plan City of Lafayette 1290 S Public Road Lafayette CO 80026 846000600 Government or P 94650 Walk & Roll Lafayett City of Littleton 2255 West Berry Avenue Littleton CO 80120 846000688 Government or P 35000 UMOVE - Littleton City of Lone Tree 9220 Kimmer Drive Suite 100 Lone Tree CO 80124 841348197 Government or P 99999 Lone Tree Corridor City of Pueblo 200 S Main St Pueblo CO 81003 846000615 Government or P 99990 Moving Pueblo For ClinicNET Inc 3033 S Parker Road Suite 500 Aurora CO 80014 208702005 501(c)(3) 20000 Prac Trans Readiness Colorado Center for Nursing Excellence 5290 East Yale Circle Denver CO 80222 320022295 501(c)(3) 47500 CO Coalitio-Nursing Colorado Coalition to End Hunger 7000 S Yosemite St 170 Centennial CO 80112 680551464 501(c)(3) 300000 Supp End Hunger-CO Colorado Department of Education 201 E Colfax Ave Rm 305 Denver CO 80203 840644739 Government or P 173074 Project Support Colorado Meth Project Inc 11880 UPham St Suite F Broomfield CO 80020 263359868 501(c)(3) 200000 Rise Above CO Prog Colorado Nonprofit Association 789 Sherman street Suite 240 Denver CO 80203 840942908 501(c)(3) 65000 Fall Conf and Opus Colorado State University 410 17th Street Suite 2440 Denver CO 80202 846000545 Government or P 44342 CO Food Pol Net Sum; Walk & Wheel Emplyr Community Shares of Colorado 789 Sherman St Ste 230 Denver CO 80203 742401941 501(c)(3) 161229 Giving Campaign County of Weld 1555 N 17th Ave Greeley CO 80631 846000813 Government or P 99996 Weld Walk & Wheel Denver Art Museum 100 W 14th Ave Pkwy Denver CO 80204 846038240 501(c)(3) 95000 Kids Free Den Art Denver Foundation 55 Madison Street 8th Floor Denver CO 80206 846048381 501(c)(3) 190000 CHNA Partner Tech; CHNA Lead Deve Denver Public Schools Foundation 1860 Lincoln Street 9th Floor Denver CO 80203 841224325 501(c)(3) 219917 DPS Biomed Career Housing Authority of the City & County 777 Grant Street Denver CO 80203 846002414 Government or P 35000 Walk & Wheel Housing Colorado 1981 Blake St Denver CO 80202 841234119 501(c)(3) 6435 Housing CO NOW! Metro Denver Black Church Initiative 3601 Martin Luther King Blvd Denver CO 80205 841477546 501(c)(3) 80000 Focus on Diabetes Metropolitan State College of Denver PO Box 173362/Campus Box 14 Denver CO 80217 840576459 501(c)(3) 48000 Metro St Dpt Nursing Naropa University 2130 Arapahoe Avenue Boulder CO 80302 841029228 501(c)(3) 35000 Naropa Wheels National Jewish Health 1400 Jackson Street Denver CO 80206 742044647 501(c)(3) 400000 KP Ctr Prev Living Pueblo City-County Health Department 200 S Main St Pueblo CO 81003 846003013 Government or P 32024 PCCHD Working Regents of the University of Colorado 1420 Austin Bluffs Parkway Colorado Springs CO 80918 846000555 501(c)(3) 34904 UCCS Bike Well Rocky Mountain Youth Medical & Nursing 1601 E 19th Ave Suite 6300 Denver CO 80218 841321485 501(c)(3) 64167 RMYC School The Trust for Public Land 1410 Grant Street Suite D-210 Denver CO 80203 237222333 501(c)(3) 75000 Project Support The Walking Classroom Institute 1414 Raleigh Road Suite 295 Chapel Hill NC 27517 274477692 501(c)(3) 95000 The Walking Class Town of Milliken 1101 Broad Street PO Box 290 Milliken CO 80543 846000696 Government or P 99999 Walk & Wheel: Gvt Veterans to Farmers 2515 Lawrence St Denver CO 80205 454499443 501(c)(3) 95000 Vets to Farmers Young Mens Christian Association 316 North Tejon Colorado Springs CO 80903 840404266 501(c)(3) 35000 YMCA Walk & Whl Proj 36 0 Scholarships 20 56500 PROCEDURES FOR MONITORING THE USE OF GRANTS At the end of their funding cycle, grantees are required to submit a final Report which delineates accomplishments related to stated objectives. Larger grants (typically over $100K) may require quarterly progress reports. true true false false false false false true false Jandel T Allen-Davis VP, Govt & External Relations 0 231593 0 96724 0 85951 0 2505 0 27561 0 444334 0 51907 Regina S Berman VP, Quality & Resource Steward 0 0 0 9170 0 287447 0 0 0 11877 0 308494 0 0 Maryann M Bodayle Board Governance Administrator 0 142083 0 15000 0 1350 0 9356 0 8481 0 176270 0 0 Christine K Cassel Director 0 173500 0 0 0 0 0 0 0 0 0 173500 0 0 Thomas W Chapman Director 0 243148 0 0 0 18659 0 17500 0 0 0 279307 0 53148 Jeffrey E Epstein Director 0 190000 0 0 0 7467 0 0 0 0 0 197467 0 0 Erin M Downing Assistant Secretary 0 94097 0 7718 0 1420 0 21551 0 8191 0 132977 0 0 Keith J Evans VP, MSBD - CO 0 219738 0 150024 0 33755 0 90374 0 26293 0 520184 0 0 Daniel P Garcia SVP, Chief Compliance Officer 0 575436 0 732710 0 49198 0 143894 0 31959 0 1533197 0 0 William R Graber Director 0 220000 0 0 0 11434 0 0 0 0 0 231434 0 0 J Eugene Grigsby III Director 0 207500 0 0 0 425 0 0 0 0 0 207925 0 0 George C Halvorson Chairman 0 0 0 10372909 0 27061 0 46427 0 0 0 10446397 0 0 Jerry F Hartbarger VP, HR - Colorado 0 210407 0 100010 0 13512 0 67185 0 23198 0 414312 0 0 Judith Johansen Director 0 211000 0 0 0 11508 0 0 0 0 0 222508 0 0 Kim J Kaiser Director 0 207500 0 0 0 5352 0 0 0 0 0 212852 0 0 Kathryn Lancaster EVP & CFO 0 704458 0 1248561 0 291241 0 681278 0 17287 0 2942825 0 189 Donna Lynne EVP, GP & Region President -CO 0 552267 0 770984 0 268846 0 348771 0 30924 0 1971792 0 171108 Richard Roland Lyon VP, Reg. Strategy Performance 0 282157 0 142982 0 51672 0 151104 0 26793 0 654708 0 25586 Philip Marineau Director 0 207500 0 0 0 7467 0 0 0 0 0 214967 0 0 Anne E McDow VP, Health Plan Admin - CO 0 0 0 44670 0 170873 0 47628 0 10742 0 273913 0 0 Denise McKenna VP, HPSA - CO 0 234874 0 37641 0 63775 0 71106 0 23179 0 430575 0 0 Thomas R Meier SVP, Corporate Treasurer 0 326884 0 440788 0 96477 0 150921 0 32419 0 1047489 0 1478 James Newsome VP, CFO - CO 0 250353 0 148207 0 70969 0 247311 0 19604 0 736444 0 0 Donald H Orndoff SVP, NFS 0 403330 0 437678 0 22690 0 139375 0 28211 0 1031284 0 0 Edward YW Pei Director 0 205000 0 0 0 12904 0 17500 0 0 0 235404 0 0 Margaret E Porfido Director 0 215000 0 0 0 17533 0 0 0 0 0 232533 0 0 Rochelle M Roth Dir, Health Plan QCSO 0 164534 0 41624 0 22313 0 132829 0 17939 0 379239 0 0 Jacqueline Sellers Sr Counsel/Assistant Secretary 0 188039 0 58756 0 5550 0 179755 0 11968 0 444068 0 0 Elizabeth Sijuwade Oyekan VP, Health Care Ops & Quality 0 242861 0 65755 0 16468 0 208500 0 22660 0 556244 0 0 Arthur M Southam EVP, Health Plan Operations 0 780801 0 1384773 0 336066 0 571937 0 23238 0 3096815 0 7255 Deborah Stokes SVP,Corporate Controller & CAO 0 348937 0 336625 0 76717 0 272898 0 21154 0 1056331 0 0 Cynthia A Telles Director 0 205000 0 0 0 6956 0 0 0 0 0 211956 0 0 Bernard J Tyson Chairman & CEO 0 1191890 0 2757589 0 737833 0 593465 0 31237 0 5312014 0 0 John K Warren Senior Director, Medicare 0 191246 0 71283 0 7918 0 57778 0 23196 0 351421 0 0 Matthew George Weber Assistant Secretary 0 225567 0 120672 0 33340 0 89550 0 30459 0 499588 0 0 Nancy L Wollen SVP, Chief Operating Officer 0 342641 0 185195 0 20375 0 158714 0 30686 0 737611 0 0 Victoria B Zatkin VP, Off of Brd & Corp Gov Svcs 0 201172 0 108856 0 37775 0 237758 0 5050 0 590611 0 2368 Mark S Zemelman SVP,General Counsel &Secretary 0 505424 0 697669 0 308722 0 403607 0 29665 0 1945087 0 108241 Schedule J, Part I, Line 3 Top Management Officials' Compensation: Kaiser Foundation Health Plan of Colorado 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 PAYMENTS: Regina S. Berman $ 287,337 Anne E. McDow 170,769 Robert M. Nogueira Jr. 100,000 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: Jandel T. Allen-Davis $ 68,529 Kathryn Lancaster 248,666 Donna Lynne 225,342 Richard Roland Lyon 35,688 Thomas R. Meier 59,750 James Newsome 35,145 Arthur M. Southam 292,904 Deborah Stokes 55,423 Bernard J. Tyson 568,604 Victoria B. Zatkin 2,368 Mark S. Zemelman 265,554 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. 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. Form 990, Part VI, Line 6 Members or Stockholders: KAISER FOUNDATION HEALTH PLAN, INC. IS THE 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. (KFHP) appoints the Directors (and fills vacancies and has authority to remove Directors). The same 15 individuals who comprise the Board of Directors of KFHP also serve as the 15 Directors of KFHP Colorado, Northwest and Mid-Atlantic States. Form 990, PART VI, LINE 7B Member's approval: 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 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. The complete tax return is reviewed and signed by a PRICEWATERHOUSECOOPERs LLP tax advisor. 4. The complete tax return is reviewed and signed by an officer or a member of management designated by an officer. 5. A copy of the return is provided to each board member prior to filing. Form 990, PART VI, LINE 12C Compliance enforcement: A. 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: a1. 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. a2. The National Compliance Office and 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, a3. Annually, as a component of the external audit, KPMG LLP 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. B. 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: b1. Represented employees are subject to any corrective/disciplinary action provisions described in specific regional/national collective bargaining agreements and/or organizational policies and practices. b2. 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. b3. 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 AND THE MANAGEMENT COMMITTEE ON COMPENSATION, PRIOR TO PAYMENT, ALL PROGRAMS AND PAYMENTS TO THE 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 TO BE COMPETITIVE TO 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 18 Available on GuideStar.org website Form 990, PART VI, LINE 19 Public Inspection Copy: Governing documents - are available from the Department of Insurance and maintained on the 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 LLP and is available upon request. To request copies contact: Vice President - Tax Services Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, Suite 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 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: CHANGE IN CAPITAL STOCK $ 11,484 CHANGE IN OTHER COMPREHENSIVE INCOME <164,349,191> GAIN/LOSS ON INVESTMENTS - TAX <1,116,986> GAIN/LOSS ON INVESTMENTS - BOOK 1,507,978 OTTI LOSSES - BOOK <5,617,705> payment TO AFFILIATE <30,000,000> -------------------------------------------------------------- TOTAL OTHER CHANGES IN NET ASSETS <199,564,421> Form 990, PART III, LINE 4A-D 2014 Community Benefit Report Kaiser Foundation Health Plan of Colorado Kaiser Foundation Health Plan of Colorado's Commitment to the Community Kaiser Foundation Health Plan of Colorado (Colorado Health Plan or KFHP-CO) provides and arranges comprehensive health care services for members on a predominantly prepaid basis. Its contractual obligations to group and individual members are fulfilled by contracting with local hospitals and Permanente Medical Group physicians to provide health care services for its members. KFHP-CO strives for excellence in serving its members through market-leading performance in quality and service. As a subsidiary of Kaiser Foundation Health Plan, Inc. (KFHP, Inc.), membership is available without regard to age, sex, race, religion, or national origin, or to the individual's ability to pay. Colorado Health Plan members are broadly representative of the communities served. Once enrolled, a member may maintain membership regardless of health or employment status. As related nonprofit organizations, Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Health Plan of Colorado are committed to improving the health of communities beyond enrolled membership. Annual investments in a range of Community Benefit programs are a fundamental embodiment of the organizations' ongoing commitment to improve the general wellbeing within the broader community. These investments result in intentional, planned, measurable, and accountable benefits intended to address many of the health challenges faced at the individual, local, state, and national levels. In 2007, Kaiser Foundation Health Plan Inc.'s board of directors refined the focus of the organizations' Community Benefit programs and established the following four priority areas which have come to be known as "Streams of Work": A. Care and Coverage for Low-Income People - Creates and supports programs that lower the financial barriers for the under- and uninsured. B. Community Health Initiatives (CHI) - Seeks to measurably improve the health of the communities we serve. Designs, delivers, and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods. C. 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. D. Developing and Disseminating Knowledge - Improves health care by sharing our knowledge - educating practitioners, advancing research, empowering consumers, and informing policymakers about evidence-based care and health. The following are details of the Community Benefit activities provided by Kaiser Foundation Health Plan of Colorado: In 2014, Colorado Health Plan served over 627,000 members and expended approximately $109.4 million (at cost, net of $59.6 million of related revenues) to support Community Benefit activities. The following summarizes many of the signature Community Benefit programs and services grouped according to the national Streams of Work. A. Care and Coverage for Low-Income People Improving health care access for those with limited incomes and resources is fundamental to Kaiser Foundation Health Plan of Colorado's mission. In 2014, Colorado Health Plan expended $88.3 million (at cost, net of $59.6 million of related revenues) 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. A.1. Charitable Care (Medical Financial Assistance and Charitable Health Coverage Programs) Colorado Health Plan provides charity care to low-income vulnerable populations through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) programs. In 2014, the Colorado Health Plan spent approximately $25.9 million (at cost, net of $331 thousand in related revenues) to support under- and uninsured patients. A.1.1. Medical Financial Assistance (MFA) Program The Colorado Health Plan's Medical Financial Assistance program provides financial assistance for emergency and medically necessary services, medications, and supplies to patients with a demonstrated financial need. Patients must receive health care services at facilities operated by Kaiser Permanente and/or from a Kaiser Permanente provider. Eligibility is based upon prescribed levels of income to patients who have exhausted other private and public sources of support. In 2014, KFHP-CO provided $21.2 million (at cost, net of no related revenues) to under- and uninsured patients. At KFHP-CO, uninsured patients receive a discount on hospital and professional charges for emergency or other medically necessary care without application and regardless of income level. The discount is provided to ensure that an uninsured individual is not charged more for emergency or other medically necessary services than the amounts generally billed to insured individuals receiving equivalent care. Contracted collection agency practices are already aligned with the organization's social values and IRC section 501(r), which was finalized in December 2014 and becomes fully effective for the 2016 tax year. Additionally, any patient experiencing financial hardship due to high medical expenses relative to their income level may qualify for the program under special circumstances. In Colorado, the MFA program's eligibility criteria allows patients falling below 300% of the Federal Poverty Guidelines (FPG) to receive full write off of patient out-of-pocket costs. In 2014, KFHP-CO's MFA program assisted nearly 3,800 qualifying applicants, including more than 1,100 patients who were not otherwise covered by a health care plan offered by Kaiser Foundation Health Plan of Colorado. This population received full or partial forgiveness for over 14,000 outpatient visits and more than 7,400 prescriptions. Additional charity care is provided through Exempla, one of KFHP-CO's partner hospitals. Kaiser Permanente providers give care in the emergency room, in surgery settings, for rounding duties in hospitals, and in various other medical settings on the Exempla campus. Any additional follow-up care is provided in Colorado Health Plan's medical offices. Approximately $13.0 million in charity care services was provided to Denver area residents under this agreement in 2014. A.1.2. Charitable Health Coverage (CHC) Program Charitable Health Coverage is a unique approach to caring for low-income uninsured persons in the community. Eligible participants receive a regular Kaiser Permanente Health Plan membership card and access to the full range of services and providers - a much better alternative to a potentially costly emergency room visit or hospitalization. This allows Colorado Health Plan to invest in the longer term health of patients and the community. KFHP-CO's CHC programs have a long history of making a real difference in the lives of persons who might otherwise have no permanent medical home. During 2014, KFHP-CO invested approximately $4.7 million (at cost, net of $331 thousand of related revenues to support the CHC program. In order to meet the requirements of the Affordable Care Act, Colorado Health Plan's CHC program was redesigned in 2014. The new CHC program includes a separately administered premium subsidy that CHC members use for the purchase of a standard off-exchange Kaiser Permanente Individual/Family (KPIF) gold level plan. To ensure that patient cost sharing obligations do not become a barrier to care, a Medical Financial Assistance award is provided to CHC members at the time of enrollment in the CHC program. Recertification takes place about every two years to confirm that members remain eligible to participate. Prospective members are invited to apply during limited annual enrollment periods and after experiencing triggering events. A.1.2.1. Bridge Program Colorado's Bridge Program is a Charitable Health Coverage program that provides uninsured low-income individuals and families with access to health coverage. Participants must meet certain eligibility requirements. Total household income must be at or below 300% of the Federal Poverty Level (FPL), and applicants are required to be under 35 years of age. Additionally, participants must not have access to other forms of health coverage. Over 200 members were enrolled in KFHP-CO's Bridge program at the end of 2014. A.2. Participation in Medicaid and Other Government-Sponsored Programs Kaiser Foundation Health Plan of Colorado has a long history of participating in publicly financed health programs as a nonprofit organization. KFHP-CO participates in Medicaid and other government-sponsored programs depending on the State of Colorado's structure of these programs. In 2014, Colorado Health Plan provided care and services valued at $62.5 million (at cost, net of $59.2 million of related revenues) for members and nonmembers in programs sponsored by the federal and state governments. As of December 2014, Medicaid participants whose health care needs had been assigned to Colorado Health Plan surpassed 48,000. This represents an increase of 22,000 or 84% from year-end 2013. The Affordable Care Act is expected to have a far-reaching impact on the landscape of government-sponsored programs, as these options are poised to become the key source of health coverage for a significant portion of the American population. KFHP-CO has responded to this challenge by developing organizational strategies to enable individuals whose coverage is changing - due to personal or financial circumstances - to receive medical care at a KFHP-CO facility. Realized and anticipated growth in the organization's Medicaid offerings closely aligns with and supports Colorado Health Plan's core mission, tax exempt status, credibility in state and federal policy arenas, and community health needs focusing on access to care. To better cope with the expansion of KFHP-CO's Medicaid program, a new Medicaid Assistance Center (MAC) was opened for operation in early November. With an emphasis on delivering bilingual support, the representatives in this center provide specialized enrollment services by assisting callers in understanding Medicaid eligibility in their state and the qualifications to enroll in Medicaid with KFHP-CO. A proactive follow-up process has been implemented to nurture a good foundational relationship with those prospects that elect to receive communications. A.2.1. Assignment of Medicaid Participants Improving access to care for vulnerable populations is fundamental to KFHP-CO's social mission to improve the health of the communities served, and is consistent with the obligations of a tax exempt organization. As a participant in Colorado's Medicaid program, Colorado Health Plan provides primary and specialty care to Medicaid beneficiaries who have been assigned to KFHP-CO as their primary care provider. Beneficiaries have access to both primary and specialty care in Colorado Health Plan facilities as well as pharmacy. In 2014, Colorado Health Plan provided care and services to more than 48,000 beneficiaries at a net loss of $53.0 million (at cost, net of $41.9 million of related revenues). A.2.2. Medicaid Fee-for-Service Program KFHP-CO provided health care services on a fee-for-service basis for Medicaid beneficiaries who haven't been assigned to KFHP-CO as their primary care provider for the first time in 2014. Approximately $5.8 million of health care services (at cost, net of $2.9 million in related revenues) was incurred on behalf of this population during the year. A.2.3. Child Health Plan Plus (CHP+) Colorado Health Plan serves approximately 7,200 beneficiaries under this fully capitated HMO arrangement. CHP+ serves children under age 19 and pregnant women age 19 and over who are permanent legal residents with household income below 250% of federal poverty guidelines. Eligibility includes proof of household income an B. Community Health Initiatives The Community Health Initiatives (CHI) strategy aims to improve the health of individuals, families, and communities by addressing the social, economic, and environmental determinants of health. The role of the community is vital to creating the conditions of health as well as the importance of non-medical resources in communities that promote well-being and prevent disease. The central premise of this approach is that excellent medical care alone is not sufficient to create healthy communities. Evidence underscores the importance of changing community environments as a critical community health strategy. Guided by this evidence, Kaiser Foundation Health Plan of Colorado supports comprehensive initiatives that focus on policy and environmental changes to promote healthy eating and active living, community safety, economic stability, and social and emotional wellness. As obesity continues to be a significant and pervasive public health problem, Colorado Health Plan spent approximately $2 million to support community health initiatives in 2014. B.1. CHI Programs and Services Colorado Health Plan works with community-based organizations to design, deliver, and sustain long-term efforts that improve the conditions of neighborhoods, workplaces, schools, and other settings. In some cases, the community health initiatives programs have also addressed community economic development, neighborhood safety, and other key drivers of healthy communities. To reach a broader audience, Colorado Health Plan primarily focuses on the following areas through community coalitions, health activism, and community investments: - Healthy food access - Active transportation (walking and wheeling) - School health - Community-clinic integration B.2. CHI Investments in the Community In 2014, Colorado Health Plan invested $300,000 to support Colorado Coalition to End Hunger in a multi-year grant to help sustainably end hunger in Colorado. Colorado has had low participation in federal nutrition programs for children and families, while more than 16% of Coloradans faced food hardship in 2012. The goals of this grant included food resource referrals and application assistance to at least 6,500 individuals, increasing summer meals served by 3%, and adding 60 food access (snack or supper) per year . C. Note: Kaiser Foundation Health Plan of Colorado recognized no significant financial investment in the Safety Net Partnerships Streams of Work (C) during 2014: D. Developing and Disseminating Knowledge The Developing and Disseminating Knowledge Stream of Work supports activities that improve health care by sharing knowledge, educating practitioners, advancing research, empowering consumers and informing policymakers about evidence-based care and health. Kaiser Foundation Health Plan of Colorado spent approximately $11 million in 2014 to support programs and services associated with the development and dissemination of knowledge. Approximately $8.4 million of additional projects were funded by government agencies and other nonprofit organizations. D.1. Medical Research Programs At Colorado Health Plan, research is an essential part of what it means to be an evidence-based, learning organization. Achievements realized under this program are made possible through a dedicated group of researchers, the comprehensive nature of KFHP Inc.'s electronic medical record system, and access to the health data of over 9.6 million Kaiser Foundation Health Plan, Inc. members. Through studies conducted at regional and national research centers, researchers address critical issues like cancer, cardiovascular conditions, diabetes, behavioral and mental health, and health care delivery improvements by leveraging the organization's research expertise, rich data sources, and delivery system environment. Colorado Health Plan provided approximately $1.9 million for medical research projects in 2014. In 2015, Colorado Health Plan will expand its commitment to research by participating in the launch of a national biobank that will strengthen the ability to conduct cutting-edge studies nationwide. The biobank will be one of the largest non-governmental biobanks in the United States to examine the genetic and environmental factors that influence common diseases such as heart disease, cancer, diabetes, high blood pressure, Alzheimer's disease, asthma, and many others. D.1.1. National Research Program Kaiser Foundation Health Plan, Inc. has a long history of conducting health services and medical research that addresses health care policy, quality of care, and quality of life. The results have yielded findings that affect not just the practice of medicine within the organization and its subsidiaries, but also for society-at-large. D.1.1.1. Kaiser Foundation Research Institute (KFRI) The Kaiser Foundation Research Institute provides administrative leadership and support for federally funded medical research conducted at regional research centers located in Colorado and several other states. KFRI personnel are designated as the Authorized Organizational Official for all federally funded research performed by both Kaiser Foundation Hospitals and Kaiser Foundation Health Plan, Inc. and its subsidiaries. D.1.1.2. The Center for Effectiveness and Safety Research (CESR) The Center for Effectiveness and Safety Research is a national research center that leverages the expertise of Kaiser Permanente's seven regional research centers to answer important comparative effectiveness and safety questions that affect health care delivery questions by relying on collaborations within the network. D.1.2. Colorado's Research Program The principal research activities conducted in Colorado take place at the following regional research center: D.1.2.1. The Institute for Health Research The Institute for Health Research partners with KFHP-CO members, clinicians, fellow researchers, and local and national organizations with an aim to improve quality of life and reduce health disparities through patient, community, and policy-centered research. The Institute's researchers study innovative technologies to enhance the impact and sustainability of evidence-based health care. The Institute conducts research to address the Institute of Medicine's goals for a reformed health care system that is safe, effective, timely, efficient, equitable, affordable, and patient-centered. Top Research Areas: - Epidemiology - Behavioral Health Research - Health Services Key Statistics: - Number of clinical trials in 2014: 117 - Number of active studies (clinical and non-clinical trials) in 2014: 381 - Number of research papers published in journals in 2014: 97 - Number of investigators: 11 - Number of support staff: 79 D.1.2.2. Major Areas of Funded Research The following are examples of research projects conducted by investigators at the Institute for Health Research in Colorado in 2014: D.1.2.2.1. Impact of Bariatric Surgery on Cancer Incidence in Severely Obese Adults Research Area: Cancer This project is focused on assessing whether bariatric surgery affects the incidence of cancer in severely obese adults and whether any change in risk is mediated by weight loss. Primary Funding Provided by: National Cancer Institute D.1.2.2.2. Cardiovascular Benefits and Safety of Glucose-Lowering Therapies in Adults with Diabetes Research Area: Diabetes This project examines detailed clinical data from 1.3 million adults with treated type 2 diabetes over a 13-year period to quantify the impact of specific combinations of glucose-lowering agents on myocardial infarction, stroke, cardiovascular mortality, total mortality, and congestive heart failure hospitalizations. Primary Funding Provided by: Health Partners Research Foundation D.1.2.2.3. Measuring Quality of Care for People with Multiple Chronic Conditions Research Area: Health Care Delivery and Comparative Health Systems This project is focused on developing and evaluating a preliminary composite measure of care quality for populations with multiple medical conditions. Such a measure will enhance clinicians' understanding of how to provide high quality health care for patients with multiple medical conditions by permitting evaluation of system-level interventions to improve care in real-world settings. Primary Funding Provided by: Agency for Healthcare Research and Quality D.2. Educational Theatre Programs (ETP) For 30 years, the Kaiser Foundation Health Plan of Colorado has brought education to our communities through the Educational Theatre Program (ETP). Through music, comedy and drama, live theatre programs are offered to schools and communities free of charge in each of Kaiser Permanente's communities. The programs are developed by theatre professionals in collaboration with health educators, community advisory committees and healthcare providers and physicians. In 2014, KFHP Colorado invested approximately $1.7 million to entertain and educate over 170,000 people across Colorado. The 2014 productions focused heavily on healthy eating and active living, as the service region's incidence rates of adult obesity and diabetes, as well as breast and colorectal cancer, are higher than the state and national averages. One example of an ETP offering is "5210 Mainstreet." KFHP Colorado produced 91 performances of "5210 Mainstreet" at 87 schools, reaching over 23,000 children and adults. This interactive play provides children in K-2 information to make responsible choices about food and physical activity by teaching youth to live "5-2-1-0" every day: 5 or more fruits and vegetables, 2 hours or less of screen time, 1 hour or more of physical activity, 0 sugary drinks, more water and low fat milk. The Let's Go Campaign's 5-2-1-0 model is supported by the National Initiative for Children's Healthcare Quality and used by Colorado school nurses statewide. The 5-2-1-0 logo is adapted with permission from copyrighted material of the Foundation for Healthy Communities, Concord, New Hampshire. D.2.1. Youth Engagement In addition to live theatre performances, the Educational Theatre Programs also develops youth engagement projects for high school students and facilitated workshops for adults. In 2014, CHAT (Community Health Action Team), made up of 13 youth from across KFHP Colorado's service area, developed and piloted the Avatars Anonymous: a 6-step program, a health unit for high school students. This program, rooted in Colorado Academic Standards and endorsed by the Colorado Department of Education, uses 21st Century Learning approaches to equip high school students with pre-graduate competencies and empower them to research and present on health issues. SHAC (Student Health Advisory Council), made up of high school youth across the Jefferson County school district (one of the largest in Colorado), created and distributed a short video "Just Say Know" on the effects of marijuana on the adolescent brain. Along with the video, SHAC developed educational materials and a campaign and reached close to 30,000 students and teachers across their district with this educational opportunity. D.2.2. Facilitated Workshops For adult groups, facilitated workshops were provided in new settings in 2014. The Laughaceuticals workshop, which highlights the health benefits of laughter, was provided to 45 schools as part of Colorado's efforts in the Thriving Schools Initiative. The Care Equity Workshops were provided to Clinica, a significant safety net partner, to over 90% of employees acro E. Other Community Benefit investments During 2014, the Colorado Health Plan spent approximately $8.0 million to support Community Benefit activities and programs beyond the national streams of work. This included the administrative expenses of a Community Benefit department dedicated to supporting regional Community Benefit programs and services and coordinating related initiatives. The following are examples of additional programs funded within this area. E.1. Community Service Employees are actively encouraged to donate 96 hours per year in organization-funded time, energy, and skills towards approved activities in the community outside of their normal work responsibilities. With the exception of those employees whose jobs are directly classified within the Community Benefit department, organization-funded time contributed to other nonprofits is not counted towards KFHP-CO's annual Community Benefit investment. On January 20, 2014, in honor of Martin Luther King, Jr., over 400 Kaiser Foundation Health Plan of Colorado employees made it a "day on" of community service at more than 30 nonprofit organizations, representing approximately 2,800 hours of combined service. Hundreds of volunteers were deployed to interact with youth, refurbish schools and nonprofit facilities, and assemble food and hygiene kits and blankets for the underserved and victims of the 2013 Colorado floods. E.2. Tumor Board and Cancer Registry Included in the other Community Benefit spending reported above is more than $450 thousand dollars in expenses related to the State of Colorado's Tumor Board and Cancer Registry. Colorado Health Plan collects specific cancer patient data to be sent to the state at particular intervals after diagnosis. Each patient is followed on an annual basis for the remainder of his or her life. F. Environmental Stewardship Poor environmental quality contributes to disease and economic insecurity. Kaiser Foundation Health Plan of Colorado has committed itself to protecting and improving the natural environment as a key component of its mission to improve the health of the community it serves. Although costs associated with this initiative are not included in the dollars reported as Community Benefit investments, efforts in this area contribute to advancing a broader vision emphasizing healthy people and healthy environments while also improving health care quality and affordability. To fulfill the organization's commitment to the natural environment, KFHP-CO maintains a governance structure for environmental stewardship that enables the organization to continually improve its environmental performance. This structure includes clearly defined roles, responsibilities, plans and routines, and has resulted in the following five organizational focus areas. These have been selected based on their ability to result in the greatest impact on the environmental forces that shape environmental and human health. - Finding safe alternatives to harmful industrial chemicals - Responding to climate change - Promoting sustainable farming and food choices - Reducing, reusing, and recycling to eliminate waste - Conserving water In each of these focus areas, KFHP-CO has established ambitious goals (including a target to reduce total greenhouse gas emissions by 30% by 2020, compared to a 2008 baseline), implemented initiatives, achieved measurable improvements, and regularly reported progress to the board of directors, staff, and the general public. By replacing paper medical charts and digitizing x-ray images through an electronic medical record system, Kaiser Foundation Health Plan of Colorado is also contributing to the avoidance of approximately 1,000 tons of paper waste and 200,000 pounds of x-ray film per year. F.1. Performance Metrics During 2014, key performance indicators for Kaiser Foundation Health Plan of Colorado included: F.1.1. In Colorado: F.1.1.1 Reducing total greenhouse gas emissions (metric tons CO2e) by 5.4% compared to the 2008 baseline for all facilities and assets under KFHP-CO's operational control*. F.1.1.2 Reducing KFHP-CO's energy use intensity (kBtu/rentable square foot) by 1.5% compared to the 2010 baseline year. F.1.1.3 Recycling, reusing, or composting approximately 68% of the waste generated in KFHP-CO's facilities. * Due to normal lag times in receiving and processing utility bills, performance for this indicator reflects emissions during the preceding calendar year (i.e. 2013). 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