2012-11-13T17:06:16-06:00 2011-12-31 PRICEWATERHOUSECOOPERS LLP 2001 MARKET ST SUITE 1700 PHILADELPHIA PA 19103 990 2011-01-01 941340523 KAISER FOUNDATION HEALTH PLAN INC % VP - NATIONAL TAX COMPLIANCE KAIS 5102716611 ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 DEBORAH STOKES 5102716385 2012-11-02 2673303000 2011 2016-02-24 21:20:13Z GEORGE C HALVORSON ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 73070955322 false X N/A X 1955 CA TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE 14 12 20502 2678 9306720 4245206 1053084 17184782 34666682175 37463542757 275991819 295638801 8184547 9645374 34951911625 37786011714 1118726 6537029 0 0 2425365303 2607063471 0 0 0 31890898348 34427611278 34317382377 37041211778 634529248 744799936 13023678657 15335859355 11254249985 13500994135 1769428672 1834865220 X TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE false false 34742453917 846427 37040209625 Member Health Care Services and Medical Training to Improve Care Kaiser Foundation Health Plan Inc. 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. Kaiser Foundation Health Plan, Inc. educates and trains medical students and other health care professionals and promotes scientific and nursing education in order to improve care. Additional information about Kaiser Foundation Health Plan Inc's charitable activities can be found in Schedule O, Community Benefit Report. 811571735 0 392682305 Other Government Sponsored Programs Health Plan is committed to improving the way Medicaid beneficiaries receive care, not only in our facilities, but also in the communities we serve. In 2011, Health Plan participated in a number of government programs. Medicaid Managed Care - providing comprehensive care for more than 211,337 managed care members. Additional information about Kaiser Foundation Health Plan Inc's charitable activities can be found in Schedule O, Community Benefit Report. 178784146 0 21510991 Charitable Care (Medical Financial Assistance and Charitable Coverage) Health Plan provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. MFA - Health Plan offers financial assistance to help families and individuals that are unable to pay for all or part of the cost of urgent or emergent care provided in Kaiser Permanente facility. In 2011, this program assisted more than 146,564 applicants, providing 751,998 prescriptions and 296,327 outpatient office visits. CHC - these programs are available to low income adults and children who are not eligible for other public or privately sponsored coverage. More than 83,742 patients received comprehensive care for up to four years through this program. Additional information about Kaiser Foundation Health Plan Inc's charitable activities can be found in Schedule O, Community Benefit Report. 21256478 5690602 0 Sch. O, Community Benefit Report 21256478 5690602 0 35754066276 true true false true false false false false false true false false false true false false true false false true false false false false false false true false true false false false true false false true false false false false false true true true true false false true 26146 0 true 20502 true true true true BD false false false false false false false false X 14 12 false false true false false false false true true false false true true true true true true true true false CA DC HI X VP - NATIONAL TAX COMPLIANCE 5102716385 ONE KAISER PLAZA STE 15L OAKLAND CA 94612 X Christine Cassel 2.5 X 184500 0 0 Thomas Chapman 3.0 X 180695 11000 89109 Daniel Garcia 20.0 X X 1228765 0 73604 William Graber 2.25 X 208269 0 0 J Eugene Grigsby III 2.25 X 199900 11000 0 George Halvorson 13.0 X X 7861915 0 74595 Judith Johansen 2.1 X 200075 0 0 Kim J Kaiser 3.0 X 124500 0 0 Philip Marineau 2.0 X 200769 0 0 Jenny Ming 2.0 X 179269 0 0 Edward Pei 3.0 X 173000 0 16500 Margaret Porfido 2.0 X 35013 0 0 J Neal Purcell 3.0 X 221858 13000 0 Cynthia Telles 2.3 X 195613 9000 0 Sandra Thompkins 2.0 X 39031 0 0 Gregory Adams 22.0 X 2064333 0 292548 Anthony Barrueta 25.0 X 879329 0 154182 Raymond Baxter 25.0 X 1266965 0 74302 Benjamin Chu 25.0 X 1932486 0 290010 Charles Columbus 25.0 X 856137 0 204567 Steven Doshay 22.0 X 259457 0 54404 Philip Fasano 25.0 X 2144366 0 326587 Jerry Fleming 30.0 X 1078443 0 148447 Diane Gage-Lofgren 25.0 X 1030003 0 160696 Sandra Golze 25.0 X 410409 0 97916 Mitchell Goodstein 49.0 X 1443129 0 164851 Kathryn Lancaster 14.0 X 2109102 0 289626 Janet Liang 25.0 X 764862 0 180174 Judith Mears 47.0 X 407138 0 92160 Thomas Meier 15.0 X 802247 0 110802 Indrajit Obeysekere 21.0 X 321292 0 56621 Donald Orndoff 12.0 X 634274 0 137999 Frank Richardson 25.0 X 278508 0 43372 ROCHELLE ROTH 17.0 X 196984 0 42093 Arthur Southam 20.0 X 2649224 0 348687 Deborah Stokes 14.4 X 720302 0 118018 Bernard Tyson 12.0 X 2800296 0 482152 Herman Weil 40.0 X 865328 0 95908 Jed Weissberg 25.0 X 930822 0 245344 Carlos Zaragoza 25.0 X 457472 0 130861 Victoria Zatkin 14.0 X 314768 0 84531 Mark Zemelman 20.0 X 778576 0 191923 Carol Antle 30.0 X 140509 0 76925 George DiSalvo 30.0 X 1073768 0 153756 Dean Edwards 30.0 X 677150 0 86700 Michael Huaco 30.0 X 613866 0 99099 David Kvancz 30.0 X 426115 0 74187 Michael McAnder 30.0 X 955396 0 138542 Christopher Ohman 30.0 X 577089 0 110726 Wade Overgaard 30.0 X 960910 0 166662 Cynthia Overmyer 30.0 X 542020 0 187911 Michael Rowe 30.0 X 860009 0 109999 James Simpson III 30.0 X 702657 0 98411 Sandra Small 30.0 X 748943 0 81150 John Stenson 30.0 X 701559 0 107622 Wayne Swafford 30.0 X 360147 0 81895 Stanley Watson 30.0 X 409697 0 105230 Chuck Bevilacqua 30.0 X 813380 0 98024 Laird Burnett 30.0 X 721626 0 104158 Thomas Curtin Jr 30.0 X 843402 0 106115 Barbara A Grimm 30.0 X 798386 0 117622 Christine J Paige 30.0 X 933979 0 124110 Paul Records 0.0 X 502499 0 33787 Steven Zatkin 0.0 X 574121 0 76925 Larry Wilson 0.0 X 564518 0 69401 55131170 44000 7281546 5845 true true false SOUTHERN CALIF PERMANENTE MEDICAL G 11668 SHERMAN WAY NORTH HOLLYWOOD CA 91605 MEDICAL SERVICES 6241771154 THE PERMANENTE MEDICAL GROUP 1950 FRANKLIN STREET OAKLAND CA 94612 MEDICAL SERVICES 9028621708 HENSEL PHELPS CONSTRUCTION CO 18850 VON KARMAN AVE 100 IRVINE CA 92612 CONSTRUCTION SVC 162522015 EMPLOYERS MUTUAL INC 1200 RIVERPLACE BLVD 600 JACKSONVILLE FL 32207 AMBULANCE SERVICES 371785594 KAISER FOUNDATION HOSPITALS 3288 MOANALUA ROAD HONOLULU HI 96819 MEDICAL SERVICES 13439117865 2604 17027160 157622 17184782 MEMBER HEALTH CARE 900099 25546405149 25546405149 SUPPLEMENTAL REV 900099 1673820082 1673820082 NON-PLAN & INDUSTR 900099 72165706 63869817 8295889 OTHER PROGRAM SERV 900099 434472360 433628413 843947 MEDICARE 900099 9736679460 9736679460 37463542757 34494067 34494067 0 0 5216205 5216205 5216205 5216205 35544651009 1437333 35283514515 1429093 261136494 8240 261144734 261144734 0 0 0 PARKING REVENUE 812930 4429169 166884 4262285 4429169 37786011714 37454402921 9306720 305117291 6537029 6537029 0 0 0 55732119 55732119 0 1716978095 1427648923 289329172 0 281494195 274390426 7103769 429521691 333856158 95665533 123337371 103899301 19438070 0 44689495 44689495 1130890 1130890 5398630 5398630 0 10191965 10191965 0 104051551 42412024 61639527 40896899 25471353 15425546 2854687594 2787101976 67585618 0 187396121 187351188 44933 47446950 36718599 10728351 0 15091092 15091092 40876734 40876734 0 207822623 207822623 195250781 195244757 6024 BASIC CONTRACTUAL PAYMENTS 24947899355 24947899355 PURCHASED MEDICAL SERVICES 2365731853 2365595291 136562 SUPPLIES 2180196175 2065620223 114575952 NON-MEDICAL PURCHASED SVC 680195019 270352103 409842916 498657551 369344129 129313422 37041211778 35754066276 1287145502 0 14799762 31058807 0 0 0 0 2557652913 4748420927 3025000 3257500 0 0 0 0 130378621 141110172 32442587 42821174 5740868463 3020877047 2440025450 2719991416 7772564381 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false false SCHEDULE C, PART IV - SUPPLEMENTAL INFORMATION SCHEDULE C, PART II-B, LINE 1A THROUGH 1I 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 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. 507804028 507804028 3292025308 1510698189 1781327119 773780664 588056038 185724626 532616398 433523960 99092438 634642065 488598860 146043205 2719991416 0 RESERVE - PHYSICIAN RETIREMENT 3942717435 RESERVE FOR PPL 678960050 RESERVE FOR AUTO & UNEMPLOY. 105228 RESERVE FOR WORKERS COMP RISKS 78176257 LONG TERM EXTERNAL LIABILITIES 473080 POST RETIREMENT BENEFIT LIAB 1483691186 OTHER CURRENT LIABILITIES 1825523594 OTHER CURRENT INSTALLMENTS 265736 OTHER LONG-TERM LIABILITIES 390559896 SECURITIES LENDING PAYABLE 917241823 OTHER RETIREMENT LIABILITIES 1119834888 DUE TO AFFILIATED ORGANIZATION 235938 10437785111 SCHEDULE D, PART X, LINE 2 FIN 48 FOOTNOTE THE ORGANIZATION FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER FIN 48 (ASC 740) Central America and the Caribbean 1 Program Services PP&L INSURANCE 6725241 Central America and the Caribbean 0 Conduct board meetings 1353 Europe (Including Iceland and Greenland) 0 Investments 2106015 1 1 8832609 8832609 false false false false false false PART I, LINE 3, COLUMN F ACCOUNTING METHOD: ACCRUAL true American Alliance For Theatre & Education 4908 Auburn Ave Bethesda MD 20814 541376482 501(c)(3) 10000 2011 AATE Conference American Heart Association Inc 1700 Iowa Ave 240 Riverside CA 92507 135613797 501(c)(3) 16229 Event Support\Luncheon 2011 Go Red for Women Lunch CA Institute for Nursing & Health Care 663 13th St 300 Oakland CA 94612 820570413 501(c)(3) 164300 Support CINHC CA Women Lead 1201 K St 1850 Sacramento CA 95814 510184448 501(c)(3) 10000 Event & Conference in support of annual fund raise City & County of Honolulu 1000 Uluohia St 309 Kapolei HI 96707 996001257 Government 30000 Market Info Campgn Dunwoody United Methodist Church 1548 Mt Vernon Rd Dunwoody GA 30338 581994231 501(c)(3) 6250 Board matching gift program East Bay Community Fdn 200 Frank H Ogawa Plaza Oakland CA 94612 946070996 501(c)(3) 5000000 Kaiser Permanente Program Offices Fund for Communi East Bay Community Fdn 200 Frank H Ogawa Plaza Oakland CA 94612 946070996 501(c)(3) 15000 Board matching gift program Hands On Network Inc 600 Means St 210 Atlanta GA 30318 541619345 501(c)(3) 9625 2011 National Conference on Volunteering and Servi Hawaii Education Matters 930 Kainui Dr Kailua HI 96734 271558430 501(c)(3) 55000 Zamzee Pilot Project Hawaii Foodbank Inc 2611 Kilihau St Honolulu HI 96819 990220699 501(c)(3) 29500 Sr.Farmer's Mkt Prog Head Start Assoc of Hawaii 33 S King St 300 Honolulu HI 96813 421550488 501(c)(3) 11000 Blue""Try It"" Workshp Health Care Without Harm 12355 Sunrise Valley Dr Suite 680 Reston VA 20191 522358837 501(c)(3) 10000 CleanMed 2011 Holy Family Day Homes of SF 299 Dolores St San Francisco CA 94103 941156492 501(c)(3) 30000 Board matching gift program Honolulu Theatre for Youth 1149 Bethel St 700 Honolulu HI 96813 990107563 501(c)(3) 20000 Poetry Fever Info Line of San Diego County 5251 Viewridge Ct 130 San Diego CA 92123 331029843 501(c)(3) 7150 Event Support\Annual Fundraiser National 2-1-1 Day Kahikolu Ohana Hale O Waianae 85-296 Ala Hema St Waianae HI 96792 205199436 501(c)(3) 10000 Kahikolu Playground Kanu Hawaii 1050 Bishop St 504 Honolulu HI 96813 205552831 501(c)(3) 16000 Eat Local NeighProj Kokua Hawaii Fdn PO Box 866 Haleiwa HI 96712 200315475 501(c)(3) 21800 Access: Fruits & Veg KUPU 4211 Waialae Ave 1020 Honolulu HI 96816 510652665 501(c)(3) 50000 Healthy Homes Assess LA Works Inc 570 W Ave 26 400 Los Angeles CA 90065 954329727 501(c)(3) 8000 Other 2012 Martin Luther King Day of Service Local Gov't Comission on Conservation 1303 J Street 250 Sacramento CA 95814 942791699 501(c)(3) 13825 10th Annual New Partners for Smart Growth: Buildin North Kohala Community Resource Ctr PO Box 519 Hawi HI 96719 020553251 501(c)(3) 10000 Kohala Food Forum Oakland Military Institute 3877 Lusk St Oakland CA 94608 912073068 501(c)(3) 19800 Fundraiser luncheon PATH - Peoples Advocacy for Trails Hawaii PO Box 62 KailuaKona HI 96745 990248675 501(c)(3) 42116 HO'ALA Initiative Pediatric Adolescent Diabetes Research & Educ Fdn 455 S Main St Orange CA 92868 330099451 501(c)(3) 6000 Event Support\Annual Fundraiser Annual Fashion Sho Riverside County Regional Medical Center Fdn 26520 Cactus Ave Moreno Valley CA 92555 330374018 501(c)(3) 9350 Event Support\Annual Fundraiser 2011 Festival of T Science & Technology Education Partnership PO Box 21100 Riverside CA 92516 330928247 501(c)(3) 7970 Conference Support 2011 STEP 12 Conference State of Hawaii Dept of Education 1390 Miller St Rm 321 Honolulu HI 96813 990266482 Government 53300 Team Nutrition State of Hawaii Dept of Health 3627 Kilauaea Ave 304 Honolulu HI 96816 996000449 Government 40350 Access to Care State of Hawaii Office of Community Svcs 830 Punchbowl St 420 Honolulu HI 96813 990266120 Government 6500 Food for All Prog Sutter Health Pacific 91-2301 Old Fort Weaver Road Ewa Beach HI 96706 990298651 501(c)(3) 12500 The Lehua Project Texas Health Institute 8501 N MoPac Expressway Suite 300 Austin TX 78759 742237787 501(c)(3) 20000 Seventh National Conference on Quality Health Care The Food Basket Inc 140 Holomua St B Hilo HI 96720 260349475 501(c)(3) 10000 Sr. Farmer's Mkt Prg The Kohala Center Inc PO Box 437462 Kamuela HI 96743 990354676 501(c)(3) 10000 Farmers Mkt Access University Of CA Berkeley Fdn 140 Earl Warren Hall Suite 7360 Berkeley CA 94720 946090626 501(c)(3) 9250 15th Annual Public Health Heroes Awards Ceremony University of Hawaii 2530 Dole St Sakamaki Suite D-200 Honolulu HI 96822 996000354 Government 105512 Childhood Obesity University of Hawaii Fdn 2444 Dole St BachmanHall Suite 105 Honolulu HI 96822 990085260 501(c)(3) 50000 Promote Safety/Qlty Volunteer Center of Greater Orange County 1901 E Fourth St 100 Santa Ana CA 92705 952021700 501(c)(3) 10000 General Operating Support HPOC Operating Infrastru Washington State University Fdn PO Box 641927 Pullman WA 99164 911075542 501(c)(3) 15000 Board matching gift program YMCA of San Diego County 3708 Ruffin Rd San Diego CA 92123 952039198 501(c)(3) 8800 Event Support\Annual Fundraiser Copley YMCA Annual Young Mens Christian Assoc of Metropolitan Los Ang 2900 W Sepulveda Blvd Torrance CA 90505 951644052 501(c)(3) 11000 Event Support\Awards Ceremony 65th Annual Voluntee 42 0 PROCEDURES FOR MONITORING GRANTS SCHEDULE I, PART I, LINE 2 Grantees are required to submit a final report that describes progress toward goals, impact or date, as well as a financial accounting for how funds were used. X X X X X true true X X X X X X true true false false false false false true false Gregory Adams 632621 0 744399 0 687313 0 279554 0 12994 0 2356881 0 662623 0 Carol Antle 0 0 136703 0 3806 0 66393 0 10532 0 217434 0 0 0 Anthony Barrueta 394713 0 356000 0 128616 0 141188 0 12994 0 1033511 0 107821 0 Raymond Baxter 526478 0 697967 0 42520 0 61308 0 12994 0 1341267 0 0 0 Chuck Bevilacqua 351227 0 330835 0 131318 0 85960 0 12064 0 911404 0 114967 0 Laird Burnett 328683 0 273639 0 119304 0 91518 0 12640 0 825784 0 0 0 Christine Cassel 184500 0 0 0 0 0 0 0 0 0 184500 0 0 0 Thomas Chapman 180695 11000 0 0 0 0 89109 0 0 0 269804 11000 0 0 Benjamin Chu 633952 0 784900 0 513634 0 277443 0 12567 0 2222496 0 488944 0 Charles Columbus 470126 0 284304 0 101707 0 191573 0 12994 0 1060704 0 0 0 Thomas Curtin Jr 364088 0 337716 0 141598 0 93475 0 12640 0 949517 0 124368 0 George DiSalvo 426523 0 394928 0 252317 0 141692 0 12064 0 1227524 0 215160 0 Steven Doshay 185296 0 68472 0 5689 0 42340 0 12064 0 313861 0 0 0 Dean Edwards 95062 0 233884 0 348204 0 73706 0 12994 0 763850 0 114913 0 Philip Fasano 731546 0 1070000 0 342820 0 313947 0 12640 0 2470953 0 0 0 Jerry Fleming 413228 0 501100 0 164115 0 134930 0 13517 0 1226890 0 103400 0 Diane Gage-Lofgren 432992 0 390000 0 207011 0 147179 0 13517 0 1190699 0 184137 0 Daniel Garcia 562551 0 640000 0 26214 0 61308 0 12296 0 1302369 0 0 0 Sandra Golze 249384 0 143927 0 17098 0 84922 0 12994 0 508325 0 0 0 Mitchell Goodstein 430852 0 455116 0 557161 0 151857 0 12994 0 1607980 0 531838 0 William Graber 208269 0 0 0 0 0 0 0 0 0 208269 0 0 0 J Eugene Grigsby III 199900 11000 0 0 0 0 0 0 0 0 199900 11000 0 0 Barbara A Grimm 337227 0 218924 0 242235 0 105558 0 12064 0 916008 0 0 0 George Halvorson 1215613 0 5039506 0 1606796 0 61308 0 13287 0 7936510 0 0 0 Michael Huaco 303727 0 183261 0 126878 0 75214 0 23885 0 712965 0 110145 0 Judith Johansen 200075 0 0 0 0 0 0 0 0 0 200075 0 0 0 David Kvancz 297689 0 64078 0 64348 0 61620 0 12567 0 500302 0 0 0 Kathryn Lancaster 630520 0 907953 0 570629 0 276632 0 12994 0 2398728 0 529003 0 Janet Liang 381012 0 364157 0 19693 0 169440 0 10734 0 945036 0 0 0 Philip Marineau 200769 0 0 0 0 0 0 0 0 0 200769 0 0 0 Michael McAnder 523507 0 385799 0 46090 0 125548 0 12994 0 1093938 0 0 0 Judith Mears 240165 0 134809 0 32164 0 78643 0 13517 0 499298 0 0 0 Thomas Meier 314471 0 339188 0 148588 0 97808 0 12994 0 913049 0 113944 0 Jenny Ming 179269 0 0 0 0 0 0 0 0 0 179269 0 0 0 Indrajit Obeysekere 221679 0 88315 0 11298 0 43104 0 13517 0 377913 0 0 0 Christopher Ohman 325457 0 216086 0 35546 0 97732 0 12994 0 687815 0 0 0 Donald Orndoff 376297 0 235328 0 22649 0 124482 0 13517 0 772273 0 0 0 Wade Overgaard 386728 0 401173 0 173009 0 153668 0 12994 0 1127572 0 155152 0 Cynthia Overmyer 271923 0 174000 0 96097 0 174917 0 12994 0 729931 0 55012 0 Christine J Paige 349017 0 246961 0 338001 0 111116 0 12994 0 1058089 0 0 0 Edward Pei 173000 0 0 0 0 0 16500 0 0 0 189500 0 0 0 J Neal Purcell 221858 13000 0 0 0 0 0 0 0 0 221858 13000 0 0 Paul Records 0 0 0 0 502499 0 23697 0 10090 0 536286 0 0 0 Frank Richardson 196528 0 76249 0 5731 0 32638 0 10734 0 321880 0 0 0 ROCHELLE ROTH 167206 0 26934 0 2844 0 29508 0 12585 0 239077 0 0 0 Michael Rowe 544522 0 283079 0 32408 0 97005 0 12994 0 970008 0 0 0 James Simpson III 310519 0 250783 0 141355 0 85417 0 12994 0 801068 0 108208 0 Sandra Small 436152 0 284015 0 28776 0 79189 0 1961 0 830093 0 0 0 Arthur Southam 741374 0 1175000 0 732850 0 336623 0 12064 0 2997911 0 688121 0 John Stenson 388397 0 295399 0 17763 0 94105 0 13517 0 809181 0 0 0 Deborah Stokes 315132 0 337575 0 67595 0 105024 0 12994 0 838320 0 48521 0 Wayne Swafford 237091 0 103563 0 19493 0 68901 0 12994 0 442042 0 0 0 Cynthia Telles 195613 9000 0 0 0 0 0 0 0 0 195613 9000 0 0 Bernard Tyson 892605 0 1290000 0 617691 0 469158 0 12994 0 3282448 0 587707 0 Stanley Watson 200955 0 91615 0 117127 0 92236 0 12994 0 514927 0 74338 0 Herman Weil 330618 0 339494 0 195216 0 78643 0 17265 0 961236 0 154343 0 Jed Weissberg 489199 0 418100 0 23523 0 232350 0 12994 0 1176166 0 0 0 Larry Wilson 242113 0 309584 0 12821 0 61308 0 8093 0 633919 0 0 0 Carlos Zaragoza 265911 0 166182 0 25379 0 118797 0 12064 0 588333 0 0 0 Steven Zatkin 4500 0 542685 0 26936 0 66393 0 10532 0 651046 0 0 0 Victoria Zatkin 192675 0 85692 0 36401 0 82570 0 1961 0 399299 0 0 0 Mark Zemelman 398502 0 259500 0 120574 0 179338 0 12585 0 970499 0 80051 0 Schedule J, Part I, Line 1 FIRST CLASS TRAVEL: FIRST CLASS TRAVEL IS PERMISSIBLE AS AN ORDINARY BUSINESS EXPENSE FOR ALL BOARD OF DIRECTORS, CHIEF EXECUTIVE OFFICER, SENIOR VICE PRESIDENTS AND OTHER SENIOR MANAGERS AS APPROVED BY THE COMPENSATION COMMITTEE. THE VALUE OF THESE CHARGES ARE NOT INCLUDED IN THE RECIPIENTS COMPENSATION TRAVEL FOR COMPANIONS: AS APPROVED BY SENIOR MANAGERS INFREQUENTLY WHERE BUSINESS REQUIREMENT DICTATES. THE VALUE OF THESE CHARGES ARE NOT INCLUDED IN THE RECIPIENTS COMPENSATION PERSONAL SERVICES: Car service is approved for senior management in connection with business related travel. CEO's nonbusiness transportation is Board approved and included in compensation TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: LIMITED TO PARTIAL TAX GROSS-UP UNDER RELOCATION POLICY, CEO TRANSPORTATION, AND INFREQUENTLY AS APPROVED BY SENIOR MANAGEMENT. THESE PAYMENTS ARE INCLUDED IN COMPENSATION HOUSING ALLOWANCE: PROVIDED ON A LIMITED BASIS FOR RELOCATION IN CONFORMITY WITH THE LAW PROVIDED ON AN EXCEPTION BASIS AS COMPENSATION Schedule J, Part I, Line 4-A Severance Payments DEAN EDWARDS $ 225,805 PAUL RECORDS 502,313 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 4-B Supplemental NonQualified Retirement Plan Payments Chuck Bevilacqua 114,967 Laird Burnett 102,719 Thomas Curtin Jr. 124,368 Barbara A Grimm 217,720 Christine J Paige 318,898 George Halvorson 1,500,000 Gregory Adams 662,623 Anthony Barrueta 107,821 Benjamin Chu 488,944 Jerry Fleming 107,333 Diane Gage-Lofgren 184,137 Mitchell Goodstein 532,912 Kathryn Lancaster 529,350 Judith Mears 2,750 Thomas Meier 114,428 Arthur Southam 688,121 Deborah Stokes 48,521 Bernard Tyson 587,707 Herman Weil 154,343 Steven Zatkin 4,891 Mark Zemelman 81,133 George DiSalvo 215,160 Dean Edwards 114,913 Michael Huaco 110,145 Wade Overgaard 155,152 Cynthia Overmyer 56,330 James Simpson III 108,208 Sandra Small 3,337 Stanley Watson 74,338 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. The plans' organizational performance goals included: quality of care and service, membership growth, operating income, per member expense trend, and community benefit. Plan designs, performance, and payout levels, as well as individual payments to certain persons, were reviewed and approved by the Compensation Committee of the Board of Directors, comprised of independent directors. Schedule J, Part II Steven Zatkin - General Counsel to 6/30/10; Consultant 3/4/11 to present. Sandra Thompkins - Board of Directors to 4/1/11. Schedule J, Part I, Line 3 Kaiser Foundation Health Plan, Inc 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 JOAN DANIELEY EMPLOYEE RELOCATION X 150000 75000 false true true RICHARD DANIELS EMPLOYEE RELOCATION X 300000 150000 false true true DAVID DELANEY EMPLOYEE RELOCATION X 25000 0 false true true PHILIP FASANO EMPLOYEE RELOCATION X 500000 250000 false true true MICHELE FLANAGIN EMPLOYEE RELOCATION X 20000 10000 false true true JOSE GUTIERREZ EMPLOYEE RELOCATION X 50000 0 false true true JAMES MARCOTTE EMPLOYEE RELOCATION X 40000 20000 false true true FRANK MILLER EMPLOYEE RELOCATION X 40000 20000 false true true CHADWICK NESTMAN EMPLOYEE RELOCATION X 200000 100000 false true true VIJAY VENKATESAN EMPLOYEE RELOCATION X 60000 30000 false true true HAROLD WOLF EMPLOYEE RELOCATION X 200000 100000 false true true CARRIE JENNISON EMPLOYEE RELOCATION X 100000 100000 false true true MICHAEL MCANDER EMPLOYEE RELOCATION X 150000 150000 false true true GERARD PAUL EMPLOYEE RELOCATION X 100000 100000 false true true THOMAS RISSE EMPLOYEE RELOCATION X 100000 100000 false true true C WAYNE SWAFFORD EMPLOYEE RELOCATION X 60000 60000 false true true D THOMAS WITMER EMPLOYEE RELOCATION X 80000 80000 false true true VIRGINIA CAMPBELL EMPLOYEE RELOCATION X 100000 100000 false true true JEFFREY COLLINS EMPLOYEE RELOCATION X 37500 37500 false true true KURT LIEBER EMPLOYEE RELOCATION X 50000 50000 false true true MICHAEL ROWE EMPLOYEE RELOCATION X 300000 300000 false true true KATHLEEN SCHEIRMAN EMPLOYEE RELOCATION X 300000 300000 false true true JOANN YOHN EMPLOYEE RELOCATION X 100000 100000 false true true JUNE BURGETT EMPLOYEE RELOCATION X 125000 125000 false true true DENNIS DABNEY EMPLOYEE RELOCATION X 300000 300000 false true true CHRISTINA LOCKWOOD EMPLOYEE RELOCATION X 100000 100000 false true true SUZANNE SHEA EMPLOYEE RELOCATION X 100000 100000 false true true SHARON THOMSON EMPLOYEE RELOCATION X 150000 150000 false true true MAX VILLALOBOS EMPLOYEE RELOCATION X 150000 150000 false true true CESAR VILLALPANDO EMPLOYEE RELOCATION X 100000 100000 false true true 3257500 STEVEN ZATKIN FORMER OFFICER 574121 COMPENSATION false VICTORIA ZATKIN OFFICER 314768 COMPENSATION false Form 990, Part I, Line 19 REVENUE LESS EXPENSE DISCLOSURE CURRENT YEAR REVENUE LESS EXPENSES $744,799,936 OTTI (NOTE 1) <48,918,974> GAIN/LOSS ON INVESTMENTS - BOOK 333,429,122 GAIN/LOSS ON INVESTMENTS - TAX <261,136,494> ____________ UNAUDITED STANDALONE GAAP REVENUE LESS EXPENSES $768,173,590 NOTE 1: OTHER THAN TEMPORARY IMPAIRMENT (OTTI) OF INVESTMENT RECOGNIZED FOR FINANCIAL STATEMENT PURPOSES, WHICH WILL BE TAX REPORTED WHEN REALIZED Form 990, Part V, Line 4b FOREIGN INVESTMENTS Kaiser Foundation Health Plan, Inc's (KFHP Inc) foreign investments are held in a US third party custodian bank. KFHP Inc personnel can not directly access the foreign investments. Form 990, Part VI, Line 4 Changes to governing documents Articles Three and Six of the Articles of Incorporation of the Corporation were amended in 2012 to (a) clarify the purpose of the Corporation; (b) make a reference to the Internal Revenue Code (Section 501(c)(3)) consistent with other references in the Articles; and (c) expressly state that the corporation is prohibited from engaging in activities not permitted by Section 501(c)(3) of the Internal Revenue Code and to specifically state that the corporation shall not participate in or intervene in (including the publishing or distributing of statements) any political campaign on behalf of (or in opposition to) any candidate for public office; and articles were fully restated. Restated Articles of Incorporation of the Corporation were filed January 12, 2012; and On March 3, 2011, Article D, Officers, of the Bylaws of the Corporation was amended to (a) provide that the officers of the Corporation may include one or more Group Presidents (Section D-1, Officers); (b) add a new Section D-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 D-7, President); (d) provide clarification regarding leadership in the event of the absence or disability of the President (Section D-9, Executive Vice President or National Senior Vice President); and (e) change the reference to "the President" in Sections D-3, D-4 and D-11 to "any President"; and On June 23, 2011, minor technical amendments were made to the Bylaws of the Corporation to make the Bylaws of the Corporation and its Health Plan subsidiaries more consistent with each other and with organizational policies and current law. None of the changes were significant; and On December 1, 2011, Article A, Purpose, of the Bylaws of the Corporation was amended to (a) more clearly state the purposes in one Purpose section (A-1, former section A-2 was deleted); (b) expressly state that the corporation is prohibited from engaging in activities not permitted by Section 501(c)(3) of the Internal Revenue Code and to specifically state that the corporation shall not participate in or intervene in (including the publishing or distributing of statements) any political campaign on behalf of (or in opposition to) any candidate for public office (Section A-3 Nonprofit Character - now A-2); (c) make a reference to the Internal Revenue Code consistent with other references in the Bylaws (Section A-4 Disposition of Assets on Liquidation or Dissolution - now A-3); and (d) be consistent with current legal standards (Section A-5 Non-discrimination - now A-4). Form 990, Part VI, Line 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. Executive compensation details are presented to the compensation committee of the board for review. 4. The complete tax return is reviewed and signed by a Pricewaterhousecoopers tax advisor. 5. The complete tax return is reviewed and signed by an officer or a member of management designated by an officer. 6. The tax return is discussed with the full board of directors. A copy of the return is provided to each board member in electronic format prior to filing. Form 990, Part VI, Line 12c Compliance Enforcement Kaiser Permanente National Compliance Office regularly and consistently monitors compliance with the Conflicts of Interest Policy in 3 key ways: 1. The Kaiser Permanente Compliance Hotline is available to all employees and vendors to report actual or potential conflicts of interest. All calls are answered by a third party and provided to Kaiser Permanente's National Compliance Office for review and appropriate action. Employees can report anonymously. Retaliation is prohibited. Reports of actual or potential Conflicts of Interest are generated and investigations are conducted as required and information is tracked and trended to determine if additional guidance is required to avoid or manage conflicts of interest. Compliance Hotline Reports are provided for review and action to the Kaiser Foundation Health Plan/ Hospitals Boards of Directors annually. 2. The Chief Compliance Officer and the SVP of Internal Audit Services annually review the directors', officers', key employees', and executives' Annual Conflicts of Interest Questionnaire disclosures and provide direction on any investigations required. Investigations are documented, tracked and trended to determine if additional controls or education is required; In addition, Conflicts of Interest Questionnaire reports are provided for review and action to the Kaiser Foundation Health Plan/ Hospitals Boards of Directors annually; and 3. Annually, as a component of the external audit, KPMG reviews the Annual Conflicts of Interest Questionnaires process completed by Directors, Officers, Key Employees, and Executives, and actions taken as a result of the disclosures. The results of the annual audit, including any findings in this area are presented to the Kaiser Foundation Health Plan/ Hospitals Audit and Compliance Committee. Regularly and Consistently Enforces Compliance with the Conflicts of Interest Policy To ensure consistency in the enforcement of the policy Kaiser Permanente uses the following steps as a general guideline: A. Represented employees are subject to any corrective/disciplinary action provisions described in specific regional/national collective bargaining agreements and/or organizational policies and practices. B. Kaiser Permanente informs employees of the National Human Resources Policy No. 14. Corrective/Disciplinary Action Policy during new employee orientation and in annual compliance training. C. In the event that it is necessary to discipline any employee because of, but not limited to, failure to comply with applicable legal/regulatory requirements, Kaiser Permanente policies and procedures, or the Principles of Responsibility, or for unsatisfactory performance or misconduct, coaching/counseling and/or corrective/disciplinary action may include, but is not limited to: - Oral discussion and/or warning by the employee's immediate supervisor or higher level manager to correct the problem - Written notice, with or without final warning - Paid or unpaid suspension, with or without final warning - Termination of employment Form 990, Part VI, Line 15A/B 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 the State Regulatory Agency and maintained on state agency website or upon request. Conflict of Interest policy is available on KP website under vendor Principles of Responsibility or upon request. Financial Statements are on file with the state regulatory agency. Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with audit opinion by KPMG. 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 Organization 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 donated capital 1,444 Change in unrealized gain/loss 31,277,783 Change in Pension & retirement Liabilities (737,315,353) Capital Transfers - CY 3,299,091 Gain/Loss on Sale of Investments - Tax (261,136,494) Gain/Loss on Sale of Investments - Book 333,429,122 OTTI Loss (48,918,981) _____________ Total (679,363,388) Form 990, Part III, Line 4a-d Exempt purpose achievements 2011 COMMUNITY BENEFIT REPORT KAISER FOUNDATION HEALTH PLAN, INC. Kaiser Foundation Health Plan, Inc. (KFHP), with its five principal operating tax-exempt subsidiary health plans-Kaiser Foundation Health Plan of Colorado; Kaiser Foundation Health Plan of Georgia, Inc.; Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc.; Kaiser Foundation Health Plan of the Northwest; and Kaiser Foundation Health Plan of Ohio as well as Kaiser Foundation Hospitals (KFH), are nonprofit corporations that are part of the integrated health care delivery system known as the Kaiser Permanente Medical Care Program or "Kaiser Permanente." Kaiser Permanente is an integrated health care delivery system that combines the provision and financing of health care services. People who elect to enroll in a Kaiser Permanente health plan receive a full range of prepaid health care services, including hospital care, professional care in hospitals and physicians' offices, x-ray and laboratory services, physical therapy, emergency, ambulance transportation, preventive services, health education and certain prescribed drugs. More comprehensive drug coverage is also provided through a separate coverage rider. Persons enroll in Kaiser Permanente through KFHP or one of the Health Plan subsidiaries ("Health Plan"). Health Plan provides and arranges comprehensive health care services for members on a predominantly prepaid basis and 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 Health Plan is available without regard to sex, race, religion, ethnic background, sexual orientation, occupational status, or income level. Health Plan members are broadly representative of the various ages, social, and income groups within the areas served. Once enrolled, a member is free to maintain membership regardless of age, health status, or employment. KAISER PERMANENTE'S COMMITMENT TO THE COMMUNITY Kaiser Permanente believes its Direct Community Benefit Investment (DCBI), is fundamental to being a nonprofit organization. It embodies the organization's commitment to improve the health of communities beyond services to Health Plan members. It is more than traditional corporate citizenship or corporate philanthropy. It is an intentional, planned, budgeted, measurable, accountable creation for better health in our communities. It is done in collaboration with, not in isolation from, the community. DCBI serves to fulfill Kaiser Permanente's social purpose, justify its tax-exempt status, and differentiate it from other health care organizations. This tradition of community benefit dates from the earliest days of the Program, when charitable care to non-employees, and later, nonmembers, was initiated. That heritage has continued through the years in Kaiser Permanente's early participation in publicly financed programs such as Medicaid and Medicare, establishment of residency training and medical research programs, and later, in the development of Educational Theatre Programs, Safety Net Partnerships, Community Health Initiatives, and Charitable Health Coverage Programs. In 2007, the KFHP / KFH Board of Directors refined the focus of the organization's Community Benefit Program and established the following four priority areas, which have come to be known as "streams of work": - Care and Coverage for Low-Income People - Creates and supports programs that lower the financial barriers for the under- and uninsured. - Community Health Initiatives - Designs, delivers, and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods. - Safety Net Partnerships - Builds partnerships with community clinics, local health departments, and public hospitals. Provides funding, technical assistance, dissemination of care management and quality improvements technology to help improve care and expand treatment capacity for vulnerable populations. - Developing and Disseminating Knowledge - Improves health care by sharing our knowledge, educating practitioners, advancing research, empowering consumers, and informing policymakers about the evidence base for care and health. The Board elaborated that at least 75% of total community benefit funding will be directed to program priorities within the four streams of work and the remaining 25% of funding will be directed by local regions to respond to local community benefit needs and opportunities that may or may not be within the four priority areas. COMMUNITY BENEFIT PROVIDED BY KAISER FOUNDATION HEALTH PLAN, INC. KFHP provides comprehensive health care services on a primarily prepaid basis through an integrated health care delivery system, available to the community as a whole. Because the Health Plan is a nonprofit organization, revenues that exceed the cost of operations and provision of care are reinvested in the program to improve facilities and services, increase benefits, fulfill our charitable mission, and provide affordable rates rather than to pay dividends to stockholders. KFHP provides care that emphasizes prevention, minimizes medical indigence, and contributes to improving the quality of life in the communities we serve. To serve the community by providing affordable, comprehensive health care and to support its social mission, KFHP is organized and operated as a fully integrated delivery system. - Integrated Services and Facilities - KFHP has organized and integrated the professional and physical resources required to provide comprehensive health care. In hospital-based Kaiser Permanente regions, this care primarily occurs at major medical centers, as well as at nearby outpatient medical offices owned by KFH and at medical office buildings owned or leased by KFHP. Members typically have all the services and professional care they require in one place, which facilitates a coordinated approach to care. - Group Practice - The contracting Permanente Medical Groups are large multi-specialty group practices that take responsibility for providing comprehensive care to a defined population in facilities owned or leased by KFH or KFHP. The income that Permanente Medical Groups and their physicians receive is in consideration of their professional, medical, and related services. The amounts paid to the Permanente Medical Groups are negotiated annually. Through such fixed payment arrangements (as distinguished from fee-for-service payment), KFHP removes incentives to perform unneeded services and encourages use of the most appropriate medical care. Group practice enhances quality and appropriateness of care for members and for the community by facilitating the development and sharing of "best clinical practices". - Prepayment - Generally, KFHP pays the Permanente Medical Groups a per-member payment on a budgeted prepaid basis that does not vary with the amount of service provided. Permanente Medical Group physicians are generally not compensated on a fee-for-service basis. - Benefit Plans - KFHP offers a variety of coverage options that provide for unlimited hospital days, physician visits, preventive services, immunizations, well-baby care, and prenatal care. In order to maximize affordability and encourage people at different income levels to purchase coverage, KFHP offers a variety of cost-sharing options. Comprehensive, prepaid coverage with differing levels of premium and cost-sharing minimizes financial barriers to care, promoting early consultation, detection and treatment of disease. KFHP actively encourages members to maintain their health through regular preventive self-care. - No Pre-Existing Condition Exclusions - Pre-existing condition exclusions allow carriers to exclude from coverage care for a condition that existed before enrollment with the carrier. KFHP imposes no pre-existing condition exclusions for group members and thereby provides substantial protection for new members who are ill at the time of enrollment. KFHP offered health benefits coverage in all its markets without any pre-existing condition exclusions for many years prior to recently enacted federal and state statutes prohibiting pre-existing condition exclusions in certain markets. By ensuring that all our enrollees are covered for all their medical needs, we reduce the amount of uncompensated care, promote the health of our members, and prevent medical indigence. - Participation in Medicare - KFHP has participated in Medicare since it was first implemented in 1965. - Participation in Medicaid - KFHP began enrolling Medicaid beneficiaries in the mid-1960s. KFHP also participates in the State Children's Health Insurance Program (CHIP), serving 204,992 children in 2011. THE COMMUNITY BENEFIT PROGRAMS IN CALIFORNIA AND HAWAII In 2011, In California and Hawaii, KFHP expended $678 million to support community benefit activities. A breakdown of the 2011 Community Benefit dollars attributable to KFHP, Inc in California and Hawaii are described in Attachment A. The following identifies many of the signature community benefit programs and services, grouped according to the national streams of work. CARE AND COVERAGE FOR LOW-INCOME PEOPLE There are roughly 49 million people in America without access to health care or coverage. Uninsured, low-income individuals and families who are not eligible for public programs often have to rely on traditional charity care. Frequently, individuals in this situation may wait to seek medical care until their conditions become critical, and end up in hospital emergency rooms for treatment of conditions that are preventable or easily treated in earlier stages. In 2011, KFHP Inc. expended approximately $649 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. Following are highlights of the programs and services provided to vulnerable populations in California and Hawaii. Charitable Care (Medical Financial Assistance and Charitable Health Coverage) KFHP provides charity care to low-income vulnerable populations through the Medical Financial Assistance and Charitable Health Coverage programs. In 2011, KFHP ensured access to care for approximately 146,564 charity care applicants and more than 83,742 charitable coverage members. KFHP contributed $157 million to help these patients pay for care provided in Kaiser Permanente facilities in California and Hawaii. Medical Financial Assistance (MFA) Each hospital-based region offers financial assistance to help families and individuals who are unable to meet all or part of the cost of medical care on an immediate and nonrecurring basis. Kaiser Permanente expanded its charity care program to include discounted charges for uninsured patients below 400% of the federal poverty guidelines and aligned contracted collection agency practices with Kaiser Permanente social values. The amount reported under this category is only part of the funds spent by KFHP for the poor and uninsured. The organization's commitment to charitable care is also reflected in a variety of other programs and initiatives such as the Charitable Coverage Program, and grants and donations to community clinics and other safety net providers. The MFA program in California strives to assist families and individuals who are unable to meet all or part of the cost of medical care on an immediate and nonrecurring basis. The program is designed to assist as many patients as reasonably possible and is generally available to people in greatest financial need, including those experiencing unusual or unfortunate circumstances. In California, the MFA program's eligibility criteria allows patients, below 350% of the federal poverty guidelines (FPG), to receive full write off, uninsured patients who do not qualify for MFA but make less the 400% FPG will receive up to a 70% discount on charges and any patient experiencing financial hardship due to unreasonable medical expenses relative to their income may qualify for the program under "special circumstances". In 2011, the program served 146,564 applicants. In Hawaii, the MFA program helps people with very limited or no financial resources to obtain medically necessary care. The program is open to members and nonmembers who can not pay for all or part of the cost of health care services and supplies. Individuals applying for the program have to exhaust any private or public sources of support and must meet the financial eligibility criteria. In 2011, the MFA program in Hawaii served 1,643 patients. Charitable Health Coverage Program Charitable Health Coverage (CHC) is a unique approach to caring for low-income uninsured people in the community. Participants receive a regular Kaiser Permanente membership card and access to the full range of our services and providers-a much better alternative to brief and costly emergency room visits or hospitalization. This allows us to invest in the longer term health of patients and the community. Since the early 1980s, CHC programs have made a real difference in the lives of low income people who were not eligible for other public or privately sponsored coverage. In 2011, approximately 83,742 low-income adults and children received health care coverage through Kaiser Permanente's Charitable Health Coverage Programs in California and Hawaii. KFHP expended $122 million to provide subsidized care for these underserved populations in 2011. The Steps Plan and Kaiser Permanente Child Health Plan are the specific products that form the Charitable Health Coverage Program in California. Kaiser Permanente Steps Plan - The Steps Plan provided 3,013 members the opportunity to continue their health care coverage at reduced cost when experiencing financial difficulty due to job loss, involuntary reduction in work hours, legal separation, divorce, or death of a spouse. Typically, participants are not eligible for any public or private group health insurance plan, and have family income between 100% and 300% of the federal income guidelines. The plan is available to parents of children enrolled in AIM, Healthy Families, or Kaiser Permanente Child Health Plan as well as to individuals participating in vocational training programs offered through government, private industry councils, and social agencies. The Steps Plan premium is subsidized at four levels or steps: 20%, 40%, 60%, and 80%. Participants are placed in an initial premium step based on their current family income. They remain at the initial step for one year and are then moved to the next higher step in subsequent years. Kaiser Permanente Child Health Plan (KPCHP) - The Child Health Plan provides medical and dental coverage to eligible children (birth through 18) in families with income up to 300% of the federal poverty guidelines who do not have access to employer-subsidized coverage and do not qualify for public programs because of family income or immigration status. Child Health Plan provides comprehensive benefits including preventive care, inpatient and outpatient services, prescription drugs, and vision and dental care. Premiums are $8 or $15 per child per month, depending on family income, for a maximum of three children (additional children are covered free of charge). In 2011, approximately 81,000 children received care and coverage through this program. "Bridge" Program in Hawaii - The Bridge program provided subsidized coverage to 163 individuals. The program offers free charitable coverage to young adults 19-26 years old who are at or below 250% of the Federal Poverty Guidelines. Coverage Premiums are 100% subsidized. The program meets community needs by providing coverage for the vulnerable population who would otherwise lose coverage due to aging out of QUEST, Hawaii's Medicaid Program. In partnership with social service providers, non-profits and community health centers, KP-Hawaii is able to target outreach efforts to the needy population. Participation in Medicaid and Other Government-Sponsored Programs KFHP has a long history of participating in publicly financed health programs. In 2011, $489 million was expended (in excess of reimbursement) and more than 211,337 people were served in government-sponsored programs for low-income individuals. Kaiser Permanente Medi-Cal Managed Care, Medi-Cal Fee-for-Service, and Healthy Families are specific government-sponsored health care coverage programs in California. Medi-Cal - KFHP enrolled 187,780 Medi-Cal (Medicaid) managed care members in California. KFHP subcontracts with local initiatives in Alameda, Contra Costa, Los Angeles, Riverside, San Bernardino, San Francisco, and Santa Clara counties, with county-organized health systems in Napa, Solano, and Orange counties. KFHP also contracts directly with the state of California through the Geographic Managed Care Plan for Sacramento and San Diego counties, and through the Prepaid Health Plan for Marin and Sonoma counties. Medi-Cal Fee-for-Service - KFHP expended approximately $86 million to subsidize care for approximately 75,000 Medi-Cal Fee-for-Service patients. Healthy Families - KFHP enrolled more than 190,286 children in this federal-and state-funded insurance program that provides low- and moderate-income families with health insurance for their children under 19 years of age. The program provides comprehensive health benefits, including dental and vision care. To qualify, families must have a total income between 100% and 250% of the federal poverty guidelines and the children must be ineligible for Medi-Cal coverage. In Hawaii KFHP served both Medicaid members and Medicaid Fee-for-Service beneficiaries and participated in the State Children's Health Insurance Program. Quest and Medicaid Fee-for-Service - QUEST is a Medicaid managed care program run by Hawaii's Department of Human Services. The state administers the QUEST program and pays Health Plan to provide coverage of medical and mental health services. KFHP participates in the QUEST programs on the islands of Oahu and Maui. KFHP and KFH provided care to 23,557 individuals enrolled in Quest and expended approximately $28 million on subsidized medical care services. The Hawaii Region also contributed an additional $3 million on subsidized care for Medicaid Fee-for-Service patients. CHIP - This government program provides children with family income up to twice the federal poverty guideline for Hawaii, health care coverage under Title XXI of the Social Security Act. CHIP is one of several aid categories under the QUEST program. More than 4,250 children enrolled in this program were cared for by KFHP and KFH in Hawaii. 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. Our community Health Initiatives (CHI) started with a focus on nutrition and physical activity. Our work has since expanded to address community economic development, environmental sustainability, and neighborhood safety - additional factors that are keys to promoting healthy communities. In 2011, KFHP expended approximately $5.4 million to support CHI work. Health Eating Active Living (HEAL) Programs The HEAL program combats obesity by promoting place-based healthy eating and active living programs and interventions in the community. The program supports community health initiatives and coalitions that bring community-level medical, environmental, and social changes such as empowering community residents to eat healthy foods, changing physical and social environments to promote physical activity, and supporting policy changes to reduce racial and ethnic health disparities, particularly those related to poor nutrition and inactivity. Working with our partners in the Healthy Eating Active Living Convergence Partnerships, Kaiser Permanente also supported the development of other National Healthy Food Financing Initiative. Research, policy development, and advocacy efforts supported by the Convergence Partnership led to the introduction of national healthy food financing legislation that enjoys bipartisan support and more then $400 million in proposed funding in the 2011 federal budget proposal. Grants and Donations for Community Health Initiatives Kaiser Foundation Health Plan contributed $5M to the East Bay Community Foundation for the Program Offices Fund for Community Benefit. The mission of Kaiser Permanente Program Offices Fund for Community Benefit is to support: 1. Address the needs of safety net providers and other community based or public institutions that serve groups that face cultural, linguistic or socio-economic barriers to care; and; 2. Support the development and implementation of community-based health initiatives that promote healthy eating, active living and other healthy lifestyle choices. SAFETY NET PARTNERSHIPS Through funding, technical assistance, public policy advocacy, training and volunteering, dissemination of care-management and quality improvement technologies, Kaiser Permanente helps safety net providers improve care and expand treatment capacity for the communities and vulnerable people they serve. In 2011, KFHP expended $180 thousand to support safety net partnerships. Grants and Donations for Safety Net Partnerships KFHP in Hawaii supported the University of Hawaii John A. Burns School of Medicine, Department of Pediatrics with a $300,000 grant over a 3 year period. The project entitled, "The Implementation and Evaluation of a Comprehensive Provider Toolkit to Assess and Manage Childhood Obesity" is based at two unique community healthcare settings on Oahu that serve large numbers of low-income minority families. This project will determine the steps needed for optimal implementation of a comprehensive pediatric weight management toolkit, in a variety of clinical settings, and evaluate the effectiveness of the toolkit in assessment and management of childhood obesity from the perspective of the patient, the parent and pediatric provider. DEVELOPING AND DISSEMINATING KNOWLEDGE Kaiser Permanente improves health care by sharing its knowledge, educating practitioners, advancing research, empowering consumers, and informing policymakers about the evidence base for medical care and health. KFHP spent approximately $6 million to support programs and services for the development and dissemination of knowledge and provided grants and donations to a number of nonprofit organizations. Since 1946, Kaiser Permanente researchers have made thousands of medical discoveries, including studies in 2011 showing that electronic health records played key roles in clinical innovations that dramatically reduced cardiac death rates and increased breast cancer screening rates. Other important studies examined the links between alcohol consumption and breast cancer reoccurrence and how refusal to permit immunization of children raises the risk of pertussis infection. Educational Theatre Programs (ETP) For 20 years, Educational Theatre Programs has used live theatre, music, comedy, and drama to inspire children, teens, and adults to make healthier choices and better decisions about their well-being. These educational programs were developed with the advice of teachers, parents, students, health educators, medical professionals, and professional theatre artists. All performances are delivered by professional actors who are also trained as peer health educators, and performed free of charge for the community. ETP also provides schools and organizations with supplementary educational materials, such as workbooks, parent and teacher guides, and student wallet cards to reinforce the messages presented on stage. KFHP in California and Hawaii spent $813,000 to provide more than 596,000 children and adults the opportunity to view or participate in an Educational Theatre program or training in 2011. Public Policy Through the Kaiser Permanente Institute for Health Policy, we help shape national health care policies and practices. We draw on expert knowledge from a variety of backgrounds - physicians and other health care providers, clinical and health services researchers, public health professionals, economist, policy analysts, and communications experts. The public policy strategy includes building public/private partnerships to advance population health; supporting legislation that advances expanded access, health promotion and disease prevention; and convening policy makers and researchers to develop knowledge-based public policy. The mission of KFHP's Institute for Health Policy (IHP) is to advance the understanding of key health policy issues and to support, in collaboration with others, health policy that will improve health and the manner in which health care and financing systems serve the members of our communities In 2011, IHP sponsored conferences, policy roundtables, and briefing papers on a range of subjects that leverage Kaiser Permanente's expertise, experience, and interests, including: - Hospital/Physician Collaboration - Reforming the health care delivery systems with teams - Medicare's role in delivery system reform - Measuring integrated patient care - Comparative effectiveness research - Health Insurance exchanges - Food systems and public health - Insights about payment mechanisms from other countries OTHER COMMUNITY BENEFITS In 2011, KFHP expended approximately $7.1 million to support community benefit activities and programs beyond the national streams of work. National Community Benefit Operations KFHP has a dedicated Community Benefit Department with 21 full-time employees to coordinate CB initiatives across the program and to support both national and regional community benefit programs and services. ATTACHMENT A DIRECT COMMUNITY BENEFIT INVESTMENT PROGRAM 2011 KFHP COMMUNITY BENEFIT FINANCIALS The following chart summarizes 2011 Community Benefit investments by KFHP for California and Hawaii. The community investments reflected in the chart are unaudited. CARE AND COVERAGE Charitable Care & Coverage Programs $157,273,156 Government-Sponsored Programs 489,019,794 CB Operations for Care and Coverage 2,678,371 Subtotal: $648,971,321 COMMUNITY HEALTH INITIATIVES CHI Programs and Services $24,938 Grants & Donations for Community Health Initiatives 5,396,929 Subtotal: $5,421,867 SAFETY NET PARTNERSHIPS Grants/Donations for Safety Net Partnerships $180,405 Subtotal: $180,405 KNOWLEDGE DISSEMINATION Medical Research $2,504,346 Health Care Public Policy 1,857,162 Educational Theatre Programs 813,028 Health Care Training & Education Programs 570,961 Grants/Donations for Knowledge Dissemination 81,196 Subtotal: $5,826,693 OTHER COMMUNITY BENEFITS Grants/Donations for Other Community Benefits $32,073 Other CB Operations 7,117,071 Subtotal: $7,149,144 TOTAL $677,549,430 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Christine Cassel TITLE:Director HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Thomas Chapman TITLE:Director HOURS:8 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Daniel Garcia TITLE:SVP, Chief Compliance Officer HOURS:30 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:William Graber TITLE:Director HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:J. Eugene Grigsby III TITLE:Director HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:George Halvorson TITLE:Chairman and CEO HOURS:37 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Judith Johansen TITLE:Director HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Kim J. Kaiser TITLE:Director HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Philip Marineau TITLE:Director HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Jenny Ming TITLE:Director HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Edward Pei TITLE:Director HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Margaret Porfido TITLE:Director HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:J. Neal Purcell TITLE:Director HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Cynthia Telles TITLE:Director HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Sandra Thompkins TITLE:Director HOURS:4 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Gregory Adams TITLE:Group & Region President NCAL HOURS:28 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Anthony Barrueta TITLE:SVP, Government Relations HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Raymond Baxter TITLE:SVP, CB, Research & Health HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Benjamin Chu TITLE:Group & Region President SCAL HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Charles Columbus TITLE:SVP, Chief HR Officer HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Steven Doshay TITLE:Senior Counsel HOURS:28 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Philip Fasano TITLE:EVP & CIO HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Jerry Fleming TITLE:SVP, Health Reform Implement. HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Diane Gage-Lofgren TITLE:SVP, Brand Mgmt & Comm. HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Sandra Golze TITLE:VP, Regional Counsel - NCAL HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Mitchell Goodstein TITLE:SVP, Actuarial, U/W & Pricing HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Kathryn Lancaster TITLE:EVP & CFO HOURS:36 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Janet Liang TITLE:Region President - Hawaii HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Judith Mears TITLE:VP & Asst Gen Counsel HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Thomas Meier TITLE:SVP, Corporate Treasurer HOURS:35 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Indrajit Obeysekere TITLE:Assistant Secretary HOURS:29 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Donald Orndoff TITLE:SVP, NFS HOURS:38 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Frank Richardson TITLE:VP, Regional Counsel - HI HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROCHELLE ROTH TITLE:Assistant Secretary HOURS:33 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Arthur Southam TITLE:EVP, Health Plan Operations HOURS:30 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Deborah Stokes TITLE:SVP, CC & CAO HOURS:36 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Bernard Tyson TITLE:President & COO HOURS:38 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Herman Weil TITLE:SVP, Federal & State Programs HOURS:10 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Jed Weissberg TITLE:SVP, Quality & Care Delivery HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Carlos Zaragoza TITLE:Assistant Secretary - SCAL HOURS:25 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Victoria Zatkin TITLE:VP, Off of Brd & Corp Gov Svcs HOURS:36 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Mark Zemelman TITLE:SVP, Gen. Counsel & Secretary HOURS:30 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Carol Antle TITLE:Interim SVP, NFS HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:George DiSalvo TITLE:SVP-CFO, S Calif. Region HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Dean Edwards TITLE:VP, Chief Procurement Officer HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Michael Huaco TITLE:VP, Business Strategy & R.E. HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:David Kvancz TITLE:VP, Natl Pharmacy Programs HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Michael McAnder TITLE:SVP, Finance Operations HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Christopher Ohman TITLE:SVP, HP-MSSA-ROC HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Wade Overgaard TITLE:SVP, Health Plan Ops - CA HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Cynthia Overmyer TITLE:SVP, Internal Audit HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Michael Rowe TITLE:SVP, CFO - NCAL HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:James Simpson III TITLE:VP, Finance - BU & ROC HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Sandra Small TITLE:SVP, Hospital & Area Ops HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:John Stenson TITLE:SVP, Chief Actuary HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Wayne Swafford TITLE:VP, Natl Facilities Svc - ROC HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Stanley Watson TITLE:VP, KFRI HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Chuck Bevilacqua TITLE:SVP, Prod Dev & Benefits Admin HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Laird Burnett TITLE:VP - GOVERNMENT RELATIONS HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Thomas Curtin Jr. TITLE:SVP, Natl Sales & Acct Mgmt HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Barbara A Grimm TITLE:SVP, OLMP HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Christine J Paige TITLE:SVP, Marketing & Internet Svcs HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Paul Records TITLE:SVP, Human Resources HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Steven Zatkin TITLE:Consultant HOURS: HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Larry Wilson TITLE:SVP, Financial & Strategic Svc HOURS: KP CAL LLC ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 202712661 HEALTH CARE CA 114153361 643998 NA ORDWAY INTERNATIONAL LTD ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 HOLDING CO. 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