KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC (EIN 52-0954463)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-13
IRS object ID: 201233189349301998
Schema version: 2011v1.3
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-13T11:33:34-06:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET STREET STE 1700	AddressLine1
City	PHILADELPHIA	City
State	PA	State
ZIP Code	19103	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	520954463	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	KAISER FOUNDATION HEALTH PLAN OF THE	BusinessNameLine1
Business Name Line2	MID-ATLANTIC STATES INC	BusinessNameLine2

Field	Value	IRS element (for citing)
In Care Of Name	% VP - NATIONAL TAX COMPLIANCE	InCareOfName
Name Control	KAIS	NameControl
Phone	5102716611	Phone

US Address USAddress

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

Officer Officer

Field	Value	IRS element (for citing)
Name	DEBORAH STOKES	Name
Title	SVP, CC & CAO	Title
Phone	5102716385	Phone
Date Signed	2012-11-02	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	2673303000	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	MARILYN J KAWAMURA	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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

Field	Value	IRS element (for citing)
Gross Receipts	2491136983	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1972	YearFormation
State Legal Domicile	MD	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	12	NbrIndependentVotingMembers
Total Nbr Employees	5964	TotalNbrEmployees
Total Nbr Volunteers	314	TotalNbrVolunteers
Total Gross UBI	153939	TotalGrossUBI
Contributions Grants Prior Year	0	ContributionsGrantsPriorYear
Contributions Grants Current Year	16275	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	2167518178	ProgramServiceRevenuePriorYear
Program Service Revenue CY	2272514533	ProgramServiceRevenueCY
Investment Income Prior Year	14051735	InvestmentIncomePriorYear
Investment Income Current Year	7423339	InvestmentIncomeCurrentYear
Other Revenue Prior Year	844684	OtherRevenuePriorYear
Other Revenue Current Year	587969	OtherRevenueCurrentYear
Total Revenue Prior Year	2182414597	TotalRevenuePriorYear
Total Revenue Current Year	2280542116	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	13959286	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	6464946	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	484757781	SalariesEtcPriorYear
Salaries Etc Current Year	509803098	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1717688949	OtherExpensePriorYear
Other Expenses Current Year	1817965316	OtherExpensesCurrentYear
Total Expenses Prior Year	2216406016	TotalExpensesPriorYear
Total Expenses Current Year	2334233360	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-33991419	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-53691244	RevenuesLessExpensesCY
Total Assets BOY	770152177	TotalAssetsBOY
Total Assets EOY	985638340	TotalAssetsEOY
Total Liabilities BOY	671862797	TotalLiabilitiesBOY
Total Liabilities EOY	1007449179	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	98289380	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	-21810839	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	2109910460	Expense
Grants	6464946	Grants
Revenue	2269601372	Revenue
Description	member health care services and medical training for care improvement- Kaiser Foundation Health Plan of the Mid-Atlantic States (KFHP of MAS) 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 MAS educates and trains medical students and other health care professionals and promotes scientific and nursing education in order to improve care. Additional information about Mid-Atlantic States Health Plan's charitable activities can be found in Schedule O.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	47070005	Expense
Revenue	2584007	Revenue
Description	Charitable Care (Medical Financial Assistance and Charitable Coverage) Health Plan provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. MFA - Health Plan offers financial assistance to help families and individuals that are unable to pay for all or part of the cost of urgent or emergent care provided in Kaiser Permanente facilities. In 2011, this program assisted 704 applicants, providing 2,842 prescriptions and 3,888 outpatient 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 10,629 patients received comprehensive care for up to four years through these programs.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	12421064	Expense
Revenue	175215	Revenue
Description	Participation in Government Sponsored Programs Mid-Atlantic Health Plan contributed $12.4 million to support the provision of medical care services to individuals in the state of Maryland. The Maryland Medical Assistance Program (MMA) provides funds to allow the state to increase rates that Medicaid pays to fee-for-service and managed care health care providers. The MMA program helps increase the number of practitioners willing to serve Medicaid patients, and without such practitioners, access to care could be seriously curtailed for vulnerable populations in Maryland.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	5764127	Expense
Description	SEE COMMUNITY BENEFIT REPORT	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	5764127	TotalOfOtherProgramServiceExp
Total Program Service Expense	2175165656	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	5774	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	5964	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Form990-T Filed	true	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	12	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	true	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	DC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MD	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	VA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

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

Address US AddressUS

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

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

Form990 Part VII Section A Form990PartVIISectionA (38 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Reportable Comp From OrganizationReportableCompFromOrganization	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
CasselChristine
director	0.5	X	184500
ChapmanThomas
director	1.0	X	180695	11000	89109
GarciaDaniel P
SVP, Chief Compliance Officer	2.0	X	1228765		73604
GraberWilliam
director	0.5	X	208269
Grigsby III J Eugene
director	1.0	X	199900	11000
HalvorsonGeorge C
Chairman and CEO	5.0	X	7861915		74595	X
JohansenJudith
director	0.5	X	200075
KaiserKim J
director	0.5	X	124500
MarineauPhilip
director	0.5	X	200769
MingJenny
director	0.3	X	179269
PeiEdward
director	0.5	X	173000		16500
PorfidoMeg
director	0.5	X	35013
PurcellJ Neal
director	0.5	X	221858
TellesCynthia
director	0.5	X	195613	0	0
thompkins Sandra
director	0.5	X	39031	0	0
KawamuraMarilyn
Region President - Mid-Atlanti	40.0		1042189		213395	X
LancasterKathryn
EVP & CFO	4.0		2109102		289626	X
MeierThomas R
SVP, Corporate Treasurer	3.0		802247		110802	X
OrndoffDonald H
SVP, NFS	5.0		634274		137999	X
PetersenDeAnne
VP, CFO - MAS	50.0		462981		84221	X
ROTHROCHELLE M
SENIOR DIRECTOR,QRM	5.0		196984		42093	X
SouthamArthur M
EVP, HP Operations	5.0		2649224		348687	X
SpurlarkSusan
VP, Regional Counsel	50.0		461856		117953	X
StokesDeborah
SVP, Controller & CAO	4.0		720302		118018	X
TysonBernard J
President & COO	5.0		2800296		482152	X
Zatkin Victoria
VP. Off of Brd & corp gov svcs	4.0		314768		84531	X
ZemelmanMark S
SVP, Gen Counsel & Secretary	3.0		778576		191923	X
adams gregory
grp president & regional pres	30.0		2064333	0	292548	X
BurnettRuben J
VP, Mktg, Sales & Bus Developm	30.0		442038	0	97164		X
CollinsLinda M
COO - MAS	30.0		310527		93034		X
Harris-MullerCarrie
VP, Chief Administrative Offic	30.0		399859		72507		X
HunterKendall D
SVP, Health Ins Exchange Op	30.0		645704		108133		X
BradleyRussell K
VP, HP Services & Admin	30.0		0	278918	58860			X
BrittainJudith L
VP, Delivery Systems Op	30.0		0	256381	69646			X
JaegerMary Elizabeth
VP, HR - MAS	30.0		323904		82623			X
LewisKay W
VP, UM, Risk Mgmt & Quality	30.0		380775		132592			X
MaghamiFerial G
Exec Dir, Provider Affairs	30.0		503398		67762			X
ZatkinSteven R
consultant	0.0		574121		76925				X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	557299	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	29850630	TotalReportableCompFrmRltdOrgs
Total Other Compensation	3627002	TotalOtherCompensation
Number Individuals GT100 K	800	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
MID-ATLANTIC PERMANENTE MEDICAL GRO
2101 EAST JEFFERSON STREET	ROCKVILEE	MD	20852	PHYSICIAN SERVICES	449102546
INOVA GROUP OF HOSPITALS
PO BOX 37019	BALTIMORE	MD	21297	HOSPITAL SERVICES	68176219
HOLY CROSS HOSPITAL
9805 DAMERON DRIVE	SILVER SPRING	MD	20902	HOSPITAL SERVICES	62793104
WASHINGTON HOSPITAL CENTER
PO BOX 631290	BALTIMORE	MD	21263	HOSPITAL SERVICES	62478118
VIRGINIA HOSPITAL CENTER
PO BOX 1494	MERIFIELD	MD	22116	HOSPITAL SERVICES	43556956

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	497	NumberOfContractorsGT100K
All Other Contributions	16275	AllOtherContributions
Total Contributions	16275	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
MBR HLTH CARE PREM	621400	1962865679	1962865679
SUPPL CHARGE/PHARM	621400	101164362	101039526	124836
NON-PLAN & IND REV	621400	3279923	3279923
OTHER PRGM SERVICE	621400	16221688	16192585	29103
MEDICARE/MEDICAID	621400	188982881	188982881

Field	Value	IRS element (for citing)
Total Program Service Revenue	2272514533	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	5842449	TotalRevenueColumn
Exclusion	$5,842,449	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	212144567	Securities
Other	31190	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	210468620	Securities
Other	126247	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1675947	Securities
Other	-95057	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1580890	TotalRevenueColumn
Exclusion	$1,580,890	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	PARKING LOT	Description
Total Revenue Column	587969	TotalRevenueColumn
Exclusion	$587,969	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	587969	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2280542116	TotalRevenueColumn
Related Or Exempt Function Income	2272360594	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	153939	UnrelatedBusinessRevenue
Exclusion	$8,011,308	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	6464946	Total
Program Services	6464946	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	51500	Total
Program Services	50985	ProgramServices
Management And General	515	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	362360620	Total
Program Services	321157561	ProgramServices
Management And General	41203059	ManagementAndGeneral
Fundraising	0	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	47397730	Total
Program Services	47397730	ProgramServices

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	72689555	Total
Program Services	58478185	ProgramServices
Management And General	14211370	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	27303693	Total
Program Services	27303693	ProgramServices

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	1717917	Total
Management And General	1717917	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	1451425	Total
Management And General	1451425	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	638558	Total
Management And General	638558	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	206628	Total
Program Services	206628	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	0	Total

Advertising Advertising

Field	Value	IRS element (for citing)
Total	7274458	Total
Program Services	350886	ProgramServices
Management And General	6923572	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	7688658	Total
Program Services	6781041	ProgramServices
Management And General	907617	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	137907029	Total
Program Services	137907029	ProgramServices

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	53093694	Total
Program Services	53093694	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	2602579	Total
Program Services	1955948	ProgramServices
Management And General	646631	ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1036429	Total
Program Services	646009	ProgramServices
Management And General	390420	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	1404796	Total
Program Services	1404796	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	44178739	Total
Program Services	44178739	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	19345254	Total
Program Services	19302570	ProgramServices
Management And General	42684	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
BASIC CONTRACTUAL PAYMENTS	661642310	661642310
PURCHASED MEDICAL SERVICES	384960569	350597941	34362628
SUPPLIES	314982871	263695483	51287388
PURCHASED NON-MEDICAL SVC	72143623	72142671	952

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	105689779	Total
Program Services	100406811	ProgramServices
Management And General	5282968	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2334233360	Total
Program Services	2175165656	ProgramServices
Management And General	159067704	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	7993398	BOY
EOY	8202358	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	66479635	BOY
EOY	70625433	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	22448940	BOY
EOY	22901293	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	5359168	BOY
EOY	6011700	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	995078729	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	413944169	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	433985492	BOY
EOY	581134560	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	230590819	BOY
EOY	292101623	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	3294725	BOY
EOY	4661373	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	770152177	BOY
EOY	985638340	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	243566511	BOY
EOY	241645685	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	4207108	BOY
EOY	17315489	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	12939271	BOY
EOY	12913877	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	411149907	BOY
EOY	735574128	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	671862797	BOY
EOY	1007449179	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

Field	Value	IRS element (for citing)
BOY	6795610	BOY
EOY	6795610	EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	91493770	BOY
EOY	-28606449	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	98289380	BOY
EOY	-21810839	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	770152177	BOY
EOY	985638340	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-53691244	ReconcilationRevenueExpenses
Reconcilation Other Changes	-66408975	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Both	X	FinancialStatementBoth
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

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

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	1000	CurrentTaxYearMinus2Years
Current Tax Year	16275	CurrentTaxYear
Total	17275	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1939546503	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2001419294	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2072423301	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2167352747	CurrentTaxYearMinus1Year
Current Tax Year	2272514533	CurrentTaxYear
Total	10453256378	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1939546503	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2001419294	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2072424301	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2167352747	CurrentTaxYearMinus1Year
Current Tax Year	2272530808	CurrentTaxYear
Total	10453273653	Total

Field	Value	IRS element (for citing)
Public Support Total509	10453273653	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	16063854	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	16584560	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	13960781	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	11014664	CurrentTaxYearMinus1Year
Current Tax Year	6430418	CurrentTaxYear
Total	64054277	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	16063854	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	16584560	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	13960781	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	11014664	CurrentTaxYearMinus1Year
Current Tax Year	6430418	CurrentTaxYear
Total	64054277	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1955610357	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2018003854	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2086385082	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2178367411	CurrentTaxYearMinus1Year
Current Tax Year	2278961226	CurrentTaxYear
Total	10517327930	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.99391	PublicSupportPercentage509
Prior Year Support Percentage	0.99325	PriorYearSupportPercentage
Investment Income Percentage	0.00609	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.00675	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

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

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

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

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

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbying
Total Direct Lobbying		TotalDirectLobbying
Total Lobbying Expenditures		TotalLobbyingExpenditures
Other Exempt Purpose Expenditures		OtherExemptPurposeExpenditures
Total Exempt Purpose Expenditures		TotalExemptPurposeExpenditures
Lobbying Nontaxable		LobbyingNontaxableAmount
Grassroots Nontaxable		GrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non Tx		TotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying Nontx		TotLobbyExpendMnsLobbyingNontx
Volunteers	false	Volunteers
Paid Staff Or Management	true	PaidStaffOrManagement
Media Advertisements	false	MediaAdvertisements
Mailings Members	false	MailingsMembers
Publications Or Broadcast	false	PublicationsOrBroadcast
Grants Other Organizations	true	GrantsOtherOrganizations
Grants Other Organizations	$18,000	GrantsOtherOrganizationsAmount
Direct Contact Legislators	true	DirectContactLegislators
Direct Contact Legislators	$383,182	DirectContactLegislatorsAmount
Rallies Demonstrations	true	RalliesDemonstrations
Other Activities	true	OtherActivities
Other Activities	$237,376	OtherActivitiesAmount
Total Lobbying Expenditures IIB	638558	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

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

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts
Current Year Minus3 Years		CurrentYearMinus3Years

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	67793066	OtherCostOrOtherBasis
Book Value	67793066	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	339568221	OtherCostOrOtherBasis
Depreciation	200847593	Depreciation
Book Value	138720628	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	131572883	OtherCostOrOtherBasis
Depreciation	57925377	Depreciation
Book Value	73647506	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	183495913	OtherCostOrOtherBasis
Depreciation	135066988	Depreciation
Book Value	48428925	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	272648646	OtherCostOrOtherBasis
Depreciation	20104211	Depreciation
Book Value	252544435	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	581134560	TotalOfBookValueLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (7 entries)

DescriptionDescription	AmountAmount
DUE TO RELATED ENTITIES	$153,497,472
SELF-INSURED RISK - PROF & PUB	$135,030,853
MEDICARE COST REPORT RESERVE	$58,115,091
PENSION & POST-RETIREMENT BENE	$285,166,074
OTHER CURRENT LIABILITIES	$13,760,472
LONG-TERM DEFERRED RENT LIABIL	$34,807,441
OTHER LONG-TERM LIABILITIES	$55,196,725

Field	Value	IRS element (for citing)
Total Of Amounts	735574128	TotalOfAmounts
Total Revenue	2280542116	TotalRevenue
Total Expenses	2334233360	TotalExpenses
Excess Or Deficit For Year	-53691244	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-1225416	NetUnrealizedGLOnInvestments
Other	-$65,183,559	OtherAmount
Total Adjustments	-66408975	TotalAdjustments
Excess Or Deficit Per FS	-120100219	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	2273916392	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-1225416	NetUnrealizedGainsInvestments
Other Revenues	-3011856	OtherRevenues
Revenue Not Rptd F990	-4237272	RevenueNotRptdF990
Revenue Subtotal	2278153664	RevenueSubtotal
Other Revenues Not Included	2388452	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	2388452	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	2280542116	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	2394016613	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	64985152	OtherExpensesIncluded
Expenses Not Rptd F990	64985152	ExpensesNotRptdF990
Expenses Subtotal	2329031461	ExpensesSubtotal
Investment Expenses Not Included2	206628	InvestmentExpensesNotIncluded2
Other Expenses Not Included	4995271	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	5201899	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	2334233360	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
RECONCILIATION OF REVENUE PER AUDITED FIN. STMT. WITH REVENUE PER RETURN	SCHEDULE D, PART XII	LINE 2D: Gain on sale of investments per book $ 2,190,043 INTEREST EXPENSE - RECLASS <880,613> Bad Debt Reclass <4,114,658> INVESTMENT MANAGEMENT EXPENSES - RECLASS <206,628> TOTAL $ <3,011,856> LINE 4B: Gain on sale of investments per tax 1,675,947 SEE PART XI, LINE 8, NOTE 1 838,752 FIXED ASSET LOSS - RECLASS (126,247) TOTAL $ 2,388,452
RECONCILIATION OF EXPENSES PER AUDITED FIN. STMT. WITH EXPENSES PER RETURN	SCHEDULE D, PART XIII	LINE 2D: CHANGE IN OTHER COMPREHENSIVE INCOME $ 64,858,905 FIXED ASSET LOSS - RECLASS 126,247 TOTAL $ 64,985,152 LINE 4A: INVESTMENT MANAGEMENT EXPENSES - RECLASS 206,628 LINE 4B: BAD DEBT EXPENSES RECLASS $ 3,489,156 MISC EXPENSES RECLASS 625,502 INTEREST EXPENSE - RECLASS 880,613 TOTAL $ 4,995,271
RECONCILIATION OF CHANGE IN NET ASSETS FROM FORM 990 TO FINANCIAL STMT	SCHEDULE D, PART XI, LINE 8	CHANGE IN OTHER COMPREHENSIVE INCOME $ <64,858,903> SEE "NOTE 1" <838,752> Gain on sale of investments - book 2,190,043 Gain on sale of investments - tax <1,675,947> TOTAL $ <65,183,559> NOTE 1: OTHER THAN TEMPORARY IMPAIRMENT OF INVESTMENT RECOGNIZED FOR FINANCIAL STATEMENT PURPOSES, WHICH WILL BE TAX REPORTED WHEN REALIZED
FIN 48 FOOTNOTE	SCHEDULE D, PART X, QUESTION 2	NOT REQUIRED

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (118 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant	Address Line2AddressUS/AddressLine2
32nd Street Farmers Market Inc
221 Ridgemede Road 303	Baltimore	MD	21210	521168151	501(c)(3)	10000	EBT Independence Card Program Access Coordinator and Medication Coordinator
Active Minds Inc
2001 S Street NW	Washington	DC	20009	200587172	501(c)(3)	10000	8th annual Natl Mental Health Conference
Adventist HealthCare Inc
1801 Research Blvd	Rockville	MD	20850	521532556	501(c)(3)	25000	2011 health reform Conference.	200
Alexandria Neighborhood Health Services Inc
2 East Glebe Road	Alexandria	VA	22305	541849881	501(c)(3)	95000	Chronic Illness Care Expansion
American Cancer Society
124 Park Street SE	Vienna	VA	22180	580659875	501(c)(3)	10000	2011 Cure by Design	1217
American University
4400 Massachusetts Ave	Washington	DC	20016	530196549	501(c)(3)	20000	DC Healthy Schools Act: Measuring its Impact
American University
4400 Massachusetts Ave	Washington	DC	20016	530196549	501(c)(3)	94813	Community Voices for Health: Teachers, Students &
Arlington Free Clinic
2921 11th St	Arlington	VA	22204	541671883	501(c)(3)	95000	Strengthening Capacity through Technology Infrastr Special Health Care Needs
Arlington Pediatric Center Inc
601 S Carlin Springs Rd	Arlington	VA	22204	541998631	501(c)(3)	75000	Enhancing Quality and Strengthening Financial Mana table
Associated Catholic Charities Inc
320 Cathedral Street	Baltimore	MD	21201	520591538	501(c)(3)	24620	2011 Bridesmaid Bingo Collaborative
Baltimore Community Foundation Inc
2 East Read St 9th Fl	Baltimore	MD	21202	237180620	501(c)(3)	96500	Baltimore Food Policy Initiative (BFPI)
Baltimore Medical System Inc
3501 Sinclair Lane	Baltimore	MD	21213	521358241	501(c)(3)	94892	Baltimore Med Sys Asthma Infrastructure Enhancemen
Baltimore Outreach Services
701 S Charles Street	Baltimore	MD	20720	562291915	501(c)(3)	15000	2011 Charitable Contribution
Bea Gaddy Family Centers
425 N Chester St	Baltimore	MD	21231	521243628	501(c)(3)	20000	2011 Thanksgiving Day Dinner for the Homeless
Bread for the City Inc
1525 7th St NW	Washington	DC	20001	521138207	501(c)(3)	33302	BFC Medical Clinic Strategic Planning Project
Calvary Women's Services
110 Maryland Ave NE St	Washington	DC	20002	521307706	501(c)(3)	15000	2011 Charitable Contribution
Capital Area Food Bank
645 Taylor Street NE	Washington	DC	20017	521167581	501(c)(3)	100000	Healthy Food Access in Action Project
Carpenter's Shelter Inc
930 North Henry Street	Alexandria	VA	22314	541571849	501(c)(3)	15000	2011 Charitable Contribution	9
CASA of Maryland
8151 15th Avenue	Langley Park	MD	20783	521372972	501(c)(3)	95000	Health Services Capacity Building Project
Catoctin Foundation Inc
224B Cornwall Street NW	Leesburg	VA	20176	541921059	501(c)(3)	20000	2011 Charitable Contribution	100
Child Center and Adult Health Services Inc
16220 Frederick Rd Ste 502	Gaithersburg	MD	20877	521120638	501(c)(3)	50550	Integrating Behavioral Health and Primary Care: Bu
Children's Hospital Foundation
111 Michigan Ave	Washington	DC	200102970	521640402	501(c)(3)	95000	Strengthening Oral Health Care for Children Living
City of Takoma Park Maryland
7500 Maple Avenue	Takoma Park	MD	20912	526000808	City of tacoma	122170	Community Food Access in Action: the Crossroads Fa
CommnHealth ACTION
1301 Connecticut Ave	Washington	DC	20036	830398572	501(c)(3)	23915	IPHi TA for Prince George's County
CommnHealth ACTION
1301 Connecticut Ave	Washington	DC	20036	830398572	501(c)(3)	25000	Telehealth Conference
CommnHealth ACTION
1301 Connecticut Ave	Washington	DC	20036	830398572	501(c)(3)	49853	Port Towns Community Health Partnership
CommnHealth ACTION
1301 Connecticut Ave	Washington	DC	20036	830398572	501(c)(3)	50000	HEAL Cities Campaign of the Mid-Atlantic
Community Clinic Inc
15850 Crabbs Branch Wy	Rockville	MD	20855	520988386	501(c)(3)	42000	Organizational Transformation of an FQHC
Community Clinic Inc
15850 Crabbs Branch Wy	Rockville	MD	20855	520988386	501(c)(3)	143949	CCI ALL PHASE Program
Community Health Integrated Partnership Inc
802 Cromwell Park Dr	Glen Burnie	MD	21061	522043180	501(c)(3)	95000	Supporting Quality Improvement in Safety Net Healt
Community of Hope
1717 Massachusetts Ave	Washington	DC	20036	521184749	501(c)(3)	95000	Meaningful Use/ Medical Home Initiative Nation's Capital
Coppin State College
2500 W North Ave	Baltimore	MD	212163698	526002033	state of MD	95000	Obesity, Unplanned Pregnancy and Community Care
Covenant House Washington
2001 Mississippi	Washington	DC	200206116	133537709	501(c)(3)	15000	2011 Charitable Contribution
Damien Ministries Inc
2200 Rhode Island Ave	Washington	DC	20018	521523098	501(c)(3)	10000	25th Anniversary Fundraiser concert
DC Appleseed Center for Law and Justice
1111 14th Street NW	Washington	DC	20005	521891162	501(c)(3)	50000	DC Children's Health Project
DC Central Kitchen Inc
425 2nd Street NW	Washington	DC	20001	521584936	501(c)(3)	24000	Capital Food Fight school based healthcare
Everybody Wins DC
1213 K Street NW	Washington	DC	20005	521938281	501(c)(3)	40000	Power Lunch Program at Ludlow-Taylor ES	300
Fairfax-Falls Church Community Services Board
12011 Govt Center Pkway	Fairfax	VA	220351100	540787833	City of fairfax	94990	CSB/Mason University Partnership: Promotion of Wel
Family Health and Birth Center
801 17th Street NE	Washington	DC	20002	522091131	501(c)(3)	93657	Merger with FQHC and Implementation of EMR	310
Family Services Inc
610 E Diamond Ave	Gaithersburg	MD	20877	520730225	501(c)(3)	50000	Health Integration Project (HIP)
Food & Friends Inc
219 Riggs Road	Washington	DC	20011	521648941	501(c)(3)	24000	2011 Donation
Food Research and Action Center
1875 Connecticut Ave	Washington	DC	20009	237200739	501(c)(3)	212000	Reducing Obesity by Connecting Low-Income Resident Gala
Frederick Union Rescue Mission Inc
419 West South Street	Frederick	MD	21701	520813371	501(c)(3)	15000	2011 Charitable Contribution	906
Generation Hope
801 N Fairfax St	Alexandria	VA	22314	273554088	501(c)(3)	15000	2011 Charitable Contribution
Georgetown UniversityCapital Breast Care Center
650 Pennsylvania Ave	Washington	DC	20003	530196603	501(c)(3)	52970	Moving Forward: Organizational and Leadership Dev
Girls on the Run of Montgomery County Inc
12320 Parklawn Dr	Rockville	MD	20852	205531978	501(c)(3)	6000	2011-2012 Girls on the Run season Career Success Program graduates
Greater Baden Medical Services Inc
7450 Albert Road	Brandywine	MD	20613	520961414	501(c)(3)	75000	Prince George's County Coordinating Council
Greater Washington Urban League Inc
2901 14th St NW	Washington	DC	20009	530208981	501(c)(3)	6800	39th Annual Whitney M. Young Memorial Gala
Health Care for the Homeless
421 Fallsway	Baltimore	MD	21202	521576404	501(c)(3)	15000	2011 Charitable Contribution
Healthy Howard Inc
PO Box 2275	Columbia	MD	21045	611549388	501(c)(3)	82698	Healthy Howard, Inc children to medical homes	540
Holy Cross Hospital Foundation
11801 Tech Rd	Silver Spring	MD	20904	208428450	501(c)(3)	22953	2011 Gala
Holy Cross Hospital
1500 Forest Glen Rd	Silver Spring	MD	20910	520738041	501(c)(3)	167763	Senior Fit
Howard Community Educational Foundation
10901 Little Patuxent	Columbia	MD	21044	521272329	501(c)(3)	25000	2011 Nursing Scholarship Benefit
Inquiring Systems Inc
150 South Park	San Francisco	CA	94107	942524840	501(c)(3)	50000	The Future of Food Conference
Inquiring Systems Inc
150 South Park	San Francisco	CA	94107	942524840	501(c)(3)	94650	D.C. Schools on the Move
Jeanie Schmidt Free Clinic
PO Box 5143	Herndon	VA	20172	710877944	501(c)(3)	48625	EMR Upgrade Project	17B
Joint Center For Political And Economic Studies I
1090 Vermont Ave nw	Washington	DC	20005	521069070	501(c)(3)	25000	Place, Race and Health Equity: Building Strong Com
Jubilee Foundation
10408 Montgomery Ave	Kensington	MD	20895	521698505	501(c)(3)	14480	2011 Roast of Valerie Ervin Sciences Students
Junior Achievement of the National Capital Area
1725 I St NW ste 200	Washington	DC	20006	540788947	501(c)(3)	25000	Junior Achievement Finance Park Luncheon
Knock Out Abuse
1050 17th St NW 1200	Washington	DC	20036	541907723	501(c)(3)	8785	18th Annual Knock Out Abuse Gala Health Care Directory
Loudoun Community Health Center
224 Cornwall St NW	Leesburg	VA	20176	202379419	501(c)(3)	95000	Loudoun Community Health Center Technology Improve	450-A
Mary's Center for Maternal and Child Care Inc
2333 Ontario Road NW	Washington	DC	20009	521594116	501(c)(3)	93708	Achieving 'Meaningful Use' Status: Enhancing Patie
Meals on Wheels of Central Maryland
515 South Haven Street	Baltimore	MD	21224	526074723	501(c)(3)	24300	19th Annual Culinary Extravaganza Program
Mid-Atlantic Association of Community Health Cente
4483B Forbes Blvd B	Lanham	MD	20706	521344933	501(c)(3)	80000	West Baltimore Primary Care Needs Assessment Share Program
Mission Life Center
10721 Main St Suite 1200	Fairfax	VA	22030	752999280	501(c)(3)	15000	2011 Charitable Contribution	200E
Mobile Medical Care Inc
9309 Old Georgetown Rd	Bethesda	MD	20814	237022588	501(c)(3)	79000	Health Care Capacity Building
Montgomery County Business Roundtable for Educatio
12900 Middlebrook Rd	Germantown	MD	20874	412047342	501(c)(3)	25000	114th Partnership - Mid-Atlantic County
Montgomery County Department of Health
101 Monroe S	Rockville	MD	20850	526000980	county	95000	The Montgomery County Medicaid Expansion Project
Montgomery County Public Schools Educational Found
850 Hungerford Dr	Rockville	MD	20850	521804509	501(c)(3)	21500	2011 Back to School Fair
Mosaica Inc
1522 K St NW Ste 1130	Washington	DC	20005	521872115	501(c)(3)	99988	Protecting the Safety Net: Preparing for Health Ca
Muslim Community Center Medical Clinic
15200 New Hampshire	Silver Spring	MD	20905	521072792	501(c)(3)	57800	MCC Medical Clinic Infrastructure Enhancement Proj
Network 2000 Inc
2400 Boston St Ste 102	Baltimore	MD	21224	521814260	501(c)(3)	5610	18th Annual Women of Excellence Luncheon
New Pathways Inc
540 East Belvedere Ave	Baltimore	MD	21212	521078513	501(c)(3)	15000	2011 Charitable Contribution
Northern Virginia Community Foundation
8283 Greensboro Dr	McLean	VA	22102	510232459	501(c)(3)	7500	2011 Home Sweet Home Gala
Northern Virginia Community Foundation
8283 Greensboro Dr	McLean	VA	22102	510232459	501(c)(3)	24500	2011 Mission of Mercy
Northern Virginia Family Service
10455 White Granite Dr	Oakton	VA	22124	540791977	501(c)(3)	12000	2011 Road to Independence Gala
NOVA Scripts Central Inc
6400 Arlington Blvd	Falls Church	VA	22042	651275162	501(c)(3)	38968	Pharmacy Technology Improvement:Streamlining Acces
Paul's Place Inc
1118 Ward Street	Baltimore	MD	21230	521372359	501(c)(3)	15000	2011 Charitable Contribution and Festival
People's Community Health Centers Inc
2524 Kirk Avenue	Baltimore	MD	212184826	520905681	501(c)(3)	149779	A-L-L/P-H-A-S-E for People's Patients	220
Playworks Education Energized
2601 N Howard St	Baltimore	MD	21218	943251867	501(c)(3)	95000	Playworks Baltimore and Playworks Washington, D.C.
Pregnancy Aid Centers Inc
4809 Greenbelt Rd	College Park	MD	207402001	237418649	501(c)(3)	52257	Upgrading technology to implement EHR/ Meaningful
Primary Care Coalition of Montgomery County Inc
8757 Georgia Ave	Silver Spring	MD	20910	521847976	501(c)(3)	12000	2011 Annual Meeting
Prince George's County Fair Association
PO Box 1010	Upper Marlboro	MD	20773	521304397	501(c)(3)	15000	2011 County Fair sponsorship
Prince William Area Free Clinic Inc
4001 Prince William Pkwy	Woodbridge	VA	22192	541619202	501(c)(3)	31950	PWAFC Clinical and Technology Expansion
Rails-toTrails Conservancy
2121 Ward Ct NW 5th Fl	Washington	DC	20037	521437006	501(c)(3)	135000	Urban Pathways to Healthy Neighborhoods STI/HIV/AIDS Transmission in At-Risk Youth
Sarah's Circle
2551 17th St NW	Washington	DC	200092850	521338101	501(c)(3)	15000	2011 Charitable Contribution
Sasha Bruce Youthwork Inc
741 Eighth Street SE	Washington	DC	20003	521006486	501(c)(3)	15000	2011 Charitable Contribution	300
Share Our Strength
1730 M St NW Ste 700	Washington	DC	20036	521367538	501(c)(3)	95000	No Kid Hungry Virginia
Shepherd's Clinic Inc
1901 St Paul Street	Baltimore	MD	21218	521739001	501(c)(3)	85000	Shepherd's Clinic Technology Infrastructure Upgrad	1200
SOME Inc
71 O Street NW	Washington	DC	20001	237098123	501(c)(3)	52250	Enhancing Infrastructure to Achieve Meaningful Use	6D
Spanish Catholic Center of Catholic Charities
1618 Monroe Street NW	Washington	DC	20010	520980905	501(c)(3)	95000	Electronic Health Record System and Medicaid Reimb	200
Summit Health Institute for Research and Education
1313 L St NW	Washington	DC	20005	521936403	501(c)(3)	15000	Building Community Engagement in Underserved Neigh
Summit Health Institute for Research and Education
1313 L St NW	Washington	DC	20005	521936403	501(c)(3)	94990	Early Childhood Healthy Living Advocacy Initiative
Summit Health Institute for Research and Education
1313 L Street NW	Washington	DC	20005	521936403	501(c)(3)	141873	East of the River Urban Neighborhood Gardening Ini
TERRIFIC Inc
1222 T Street NW	Washington	DC	20009	521177254	501(c)(3)	15000	2011 Charitable Contribution	100
The City of Frederick
100 South Market Street	Frederick	MD	21701	526000789	city of frederi	20000	Funding to support the transition of the MCCP Fred	1130
The Community Foundation for the National Capital
1201 15th Street NW	Washington	DC	20005	237343119	501(c)(3)	40000	Celebration of Civic Spirit
The Community Foundation for the National Capital
1201 15th Street NW	Washington	DC	20005	237343119	501(c)(3)	350000	Donor Advised Fund Contribution 2011
The District of Columbia Primary Care Association
1411 K St NW Ste 1200	Washington	DC	20005	521999196	501(c)(3)	95000	Primary Care Infrastructure Enhancement
The Executive Leadership Foundation
1001 N Fairfax St	Alexandria	VA	22314	521631358	501(c)(3)	14100	2011 Annual Recognition Dinner
The Family League of Baltimore City Inc
2700 N Charles St	Baltimore	MD	21218	521734848	501(c)(3)	95000	FLBC Nutrition Program
The Links Foundation
1200 Massachusetts Ave	Washington	DC	20005	521167430	501(c)(3)	22250	65th Anniversary and National Headquarters Rededic
The Nonprofit Roundation of Greater Washington
1201 15th St NW	Washington	DC	20005	161626729	501(c)(3)	95000	DC Government/Nonprofit Partnership Initiative for Healthy Eating and Active Living (PG HEAL)
The Partnership for a Healthier Carroll County In
535 Old Westminster Pk	Westminster	MD	211576269	522156892	501(c)(3)	92445	L.E.A.N. Carroll-Healthy Eating II
The Religious Coalition for Emergency Human Needs
27 DeGrange Street	Frederick	MD	21701	521449375	501(c)(3)	15000	2011 Charitable Contribution	E
The Skillsource Group Inc
8300 Boone Blvd ste 450	Vienna	VA	22182	300129320	501(c)(3)	28655	NoVA HealthFORCE nurses project
The Susan G Komen Breast Cancer Foundation
200 E Joppa Rd Ste 407	Towson	MD	21286	522053491	501(c)(3)	14790	2011 Race for the Cure (Baltimore)
The Training Source Inc
59 Yost Place	Seat Pleasant	MD	20743	521843341	501(c)(3)	15000	2011 Charitable Contribution
Towson University Foundation
8000 York Road	Towson	MD	212520001	520939453	501(c)(3)	15000	2011 Charitable Contribution and supplies	405
Ulman Cancer Fund for Young Adults
921 E Fort Ave Ste 325	Baltimore	MD	21230	522057636	501(c)(3)	30000	2011 Half-Full Triathlon Program opening
Us Helping Us-People Into Living INC
3636 Georgia Ave NW	Washington	DC	20010	521628279	501(c)(3)	10000	2011 Black Pride Picnic in the Park
Vida Senior Centers
1842 Calvert St NW	Washington	DC	20009	237161573	501(c)(3)	5520	New Eyes for the New Year
Virginia Hospital Center Foundation
1701 N George Mason Dr	Arlington	VA	22205	204129901	501(c)(3)	9250	2011 Signature Evening
Washington Area Consortium on HIV Infection in You
651 Pennsylvania Ave	Washington	DC	20003	521610088	501(c)(3)	52700	Enhancing Infrastructure and ability to serve low
Washington Regional Association of Grantmakers
1400 16th St NW Ste740	Washington	DC	20036	521756853	501(c)(3)	10000	2011 Health Working Group sponsorship
Washington Regional Association of Grantmakers
1400 16th St nw	Washington	DC	20036	521756853	501(c)(3)	13700	2011 Annual Meeting
Washington Regional Association of Grantmakers
1400 16th St NW	Washington	DC	20036	521756853	501(c)(3)	100000	Positive Pathways
Whitman-Walker Clinic
1701 14th Street NW	Washington	DC	20009	521122122	501(c)(3)	45000	Strategic Analysis of Health Care Reform's Impact

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	108	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURES FOR MONITORING THE USE OF GRANTS	Identifier
Return Reference	SCHEDULE I, PART I, LINE 2	ReturnReference
Explanation	Grantees are required to sign a memorandum of understanding with Health plan prior to grant funds dispersal. grantees are required to submit a final report which delineates accomplishments, relates to stated objectives, and describes the evaluation method used to assess accomplishments.	Explanation

Schedule J IRS990ScheduleJ

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

Form990 Schedule J Part II Form990ScheduleJPartII (35 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
BradleyRussell K
183183	0	79893	0	15842	0	46220	0	12640	0	337778	0	0
BrittainJudith L
118227	0	107916	0	30238	0	57165	0	12481	0	326027	0	0	0
BurnettRuben J
0	233744	0	188380	0	19914	0	84524	0	12640	0	539202	0	0
CasselChristine
	184500										184500
ChapmanThomas
11000	180695						89109			11000	269804
CollinsLinda M
	222341		50403		37783		80040		12994		403561
GarciaDaniel P
	562551		640000		26214		61308		12296		1302369
GraberWilliam
	208269										208269
Grigsby III J Eugene
11000	199900									11000	199900
HalvorsonGeorge C
	1215613		5039506		1606796		61308		13287		7936510		0
Harris-MullerCarrie
	127993		181026		90840		65937		6570		472366		82819
HunterKendall D
	293460		236225		116019		95493		12640		753837		95449
JaegerMary Elizabeth
	193257		107805		22842		69983		12640		406527
JohansenJudith
	200075										200075
KawamuraMarilyn
	391430		475000		175759		200305		13090		1255584		132168
LancasterKathryn
	630520		907953		570629		276632		12994		2398728		529003
LewisKay W
	193335		100618		86822		121413		11179		513367		66648
MaghamiFerial G
	205379		134929		163090		55195		12567		571160
MarineauPhilip
	200769										200769
MeierThomas R
	314471		339188		148588		97808		12994		913049		113944
MingJenny
	179269										179269
OrndoffDonald H
	376297		235328		22649		124482		13517		772273
PeiEdward
	173000						16500				189500
PetersenDeAnne
	222709		154312		85960		71581		12640		547202		70228
PurcellJ Neal
	221858										221858
ROTHROCHELLE M
	167206		26934		2844		29508		12585		239077
SouthamArthur M
	741374		1175000		732850		336623		12064		2997911		688121
SpurlarkSusan
	228779		143438		89639		104863		13090		579809		69830
StokesDeborah
	315132		337575		67595		105024		12994		838320		48521
TellesCynthia
0	195613	0		0		0		0		0	195613	0	0
TysonBernard J
	892605		1290000		617691		469158		12994		3282448		587707
ZatkinSteven R
	4500		542685		26936		66393		10532		651046
Zatkin Victoria
	192675		85692		36401		82570		1961		399299
ZemelmanMark S
	398502		259500		120574		179338		12585		970499		80051
adams gregory
0	632621	0	744399	0	687313	0	279554	0	12994	0	2356881		662623

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SCHEDULE J, PART II	Top Management Officials' Compensation	Steven Zatkin- general counsel to 06/30/10; 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 of the Mid-Atlantic States 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 4b	SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENTS	George Halvorson $ 1,500,000 Mark Zemelman 81,113 Marilyn Kawamura 134,185 Kay Lewis 66,648 Deborah Stokes 48,521 Steven Zatkin 4,891 Thomas Meier 114,428 ferial maghami 95,772 bernard tyson 587,707 arthur southam 688,121 gregory adams 662,623 deanne peterson 70,228 susan spurlark 69,830 carrie harris-mueller 82,819 kendall hunter 95,902 anthony barrueta 107,821 Kathryn Lancaster 529,350 Total $ 4,939,980 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		The organization provided non-fixed payments to some of the persons listed. Payments were made under incentive plans, based on attainment of organizational performance goals and individual performance, designed to support the organization's mission to provide high-quality, affordable care and improve the health of its members and the communities it serves.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (51 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
form 990, PART I, LINE 7B	TOTAL UBI (FORM 990-T, LINE 30) $ 9,943 NET OPERATING LOSS (NOL) APPLIED (9,943) UBTI WITH NOL (FORM 990-T, LINE 34) NONE
form 990, PART III, LINE 4A-D	2011 COMMUNITY BENEFIT REPORT KAISER FOUNDATION HEALTH PLAN OF MID-ATLANTIC STATES, INC. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. or "Mid-Atlantic Health Plan" is a tax-exempt subsidiary health plan of Kaiser Foundation Health Plan, Inc. (KFHP). Mid Atlantic Health Plan as well as Kaiser Foundation Hospitals (KFH) are nonprofit corporations that are part of the integrated health care delivery system known as the Kaiser Permanente Medical Care Program or "Kaiser Permanente." In 2011, the Mid-Atlantic Health Plan served more than 488,492 members, and had 5,237 full-time administrative, clerical and technical employees. Mid-Atlantic 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 KFHP and its health plan subsidiaries is available without regard to sex, race, religion, ethnic background, sexual orientation, and occupational status, or income level. Health Plan members are broadly representative of the various ages, social, and income groups within the areas it serves. Once enrolled, a member is free to maintain membership regardless of age, health status or employment. KAISER PERMANENTE'S COMMITMENT TO THE COMMUNITY Kaiser Permanente believes its Direct Community Benefit Investment (DCBI), is fundamental to being a nonprofit organization. It embodies the organization's commitment to improve the health of communities beyond services to Health Plan members. It is more than traditional corporate citizenship or corporate philanthropy. It is an intentional, planned, budgeted, measurable, accountable creation for better health in our communities. It is done in collaboration with, not in isolation from, the community. DCBI serves to fulfill Kaiser Permanente's social purpose, justify its tax-exempt status, and differentiate it from other health care organizations. This tradition of community benefit dates from the earliest days of the Program, when charitable care to non-employees, and later, nonmembers, was initiated. That heritage has continued through the years in Kaiser Permanente's early participation in publicly financed programs such as Medicaid and Medicare, establishment of residency training and medical research programs, and later, in the development of the Educational Theatre Programs, Safety Net Partnerships, Community Health Initiatives and Charitable Health Coverage Programs. In 2007, the KFHP/H Board of Directors refined the focus of the organization's Community Benefit Program and established the following four priority areas which have come to be known as "streams of work": - Care and Coverage for Low-Income People - Creates and supports programs that lower the financial barriers for the under- and uninsured. - Community Health Initiatives - Designs, delivers, and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods. - Safety Net Partnerships - Builds partnerships with community clinics, local health departments, and public hospitals. Provides funding, technical assistance, dissemination of care management and quality improvements technology to help improve care and expand treatment capacity for vulnerable populations. - Developing and Disseminating Knowledge - Improves health care by sharing our knowledge- educating practitioners, advancing research, empowering consumers and informing policymakers about the evidence base for care and health. The Board elaborated that at least 75% of total community benefit funding will be directed to program priorities within the four streams of work and the remaining 25% of funding will be directed by local regions to respond to local community benefit needs and opportunities that may or may not be within the four key focus areas.
THE COMMUNITY BENEFIT PROGRAMS IN THE MID-ATLANTIC REGION	The Mid-Atlantic Health Plan expended approximately $69.6 million to support community benefit activities. A breakdown of the 2011 Community Benefit dollars attributable to the Mid-Atlantic Health Plan is included in Attachment A. The following identifies many of the signature community benefit programs and services grouped according to the national streams of work funded by the Mid-Atlantic Health Plan. CARE AND COVERAGE FOR LOW-INCOME PEOPLE There are roughly 49 million people in America without health care 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, the Mid-Atlantic Health Plan expended $56.7 million to address the financing and delivery of health care for populations vulnerable due to socio-economic status, illness, ethnicity, age, or other factors. Program beneficiaries (under and uninsured) received free or discounted care in a Kaiser Permanente facility or by a Permanente provider. Charitable Care (Medical Financial Assistance and Charitable Health Coverage Programs) In the Mid-Atlantic States, Health Plan provides charity care to low-income vulnerable populations through the Medical Financial Assistance and Charitable Health Coverage Programs. In 2011, the Mid-Atlantic States Health Plan spent $44.5 million on under- and uninsured residents in Maryland, Virginia and the District of Columbia to serve more than 10,629 children and adults. Medical Financial Assistance- The Medical Financial Assistance (MFA) Program provides temporary financial assistance to individuals who are in both medical and financial need and ensures that collection practices do not further burden an individual or family in financial distress. The program is available to assist Health Plan members in reducing out-of-pocket costs such as co-payments, co-insurance, medical services and/or pharmacy. Nonmembers are offered assistance for specified medically necessary services related to an episode of care. In order to receive financial assistance, members and nonmembers must not be eligible to receive assistance under any other public or private program. MFA awards are only for services provided in Health Plan facilities. Kaiser Permanente's charity care program also includes discounted charges for uninsured patients below 400% of the federal poverty guidelines. Charitable Health Coverage- Charitable Health Coverage CHC) is a unique approach to caring for low-income uninsured persons in the community. Participants receive a regular Kaiser Permanente membership card and access to the full range of service and providers-a much better alternative to a brief and costly emergency room visit or hospitalization. This allows the Mid-Atlantic Health Plan to invest in the longer term health of patients and the communities. Since inception in the early 1980s, CHC programs have made a real difference in the lives of persons who might otherwise have no other source of care. The following describes two CHC programs in the Mid-Atlantic region. Bridge Program - This program enables participants to have comprehensive health care coverage at significantly reduced costs at a time when they are experiencing financial difficulties due to job loss, involuntary reduction in work hours, death, divorce, or legal separation from a spouse. Typically, these individuals are not eligible for any other public or private health care coverage and whose income is less than 300% of the federal poverty guidelines. Health Plan subsidizes either 90% or 95% of their monthly health care premium relative to the member's income. At the end of 2011, nearly 7,507 individuals were enrolled through community partners located in 12 local jurisdictions. Medical Care for Children Programs - In 2011, more than 3,100 children were enrolled in the program in five jurisdictions throughout the Mid-Atlantic Health Plan region. Children in these programs may not be eligible for public or private health care programs and must have family incomes of below 300% of the federal poverty guidelines. The program operated in partnership with local governments, hospitals and/or nonprofit community groups. Referrals to specialists not available from the Permanente Medical Group and inpatient hospitalizations are covered by the program's partners. This program targets children of "working poor" families.
Participation in Government-Sponsored Programs	In 2011, Mid-Atlantic Health Plan contributed $12.2 million to support the provision of medical care services to individuals in the following government-sponsored program: - The Maryland Medical Assistance Program provides funds to allow the state to increase rates that Medicaid pays to fee-for-service health care providers and managed care health care providers. The program helps increase the number of practitioners willing to serve Medicaid patients, and without such practitioners, access to care could be seriously curtailed for vulnerable populations in Maryland. - Medicaid - Kaiser Permanente served over 700 non-member medicaid pediatric patients as a primary care provider through priority partners at 8 medical offices in 2011. the mas health plan also invested in start up costs associated with becoming a medicaid managed care organization in the commonwealth of virgina. In 2011 CB funded the cost-based losses of $429,341 and medicaid start up costs of $1,158,035. COMMUNITY HEALTH INITIATIVES As an innovator in health, Kaiser Permanente designs, delivers, and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods, workplaces, and schools to support good health, particularly Healthy Eating, Active Living (HEAL). The Mid-Atlantic Health Plan spent $2.5 million on community health initiatives during 2011. Health Eating Active Living Programs The Mid-Atlantic HEAL program provides a variety of community outreach activities and services to address the environmental factors that effect childhood and adult obesity. The focus is on increasing access to healthy foods, fun and safe places for children and adults to engage in physical activity as well as raise awareness and educate the consumer about ways to lead a healthier lifestyle through healthy eating and active living. Healthy Eating Activities include hosting a farmers market at the Baltimore City Plaza Medical Center, a farm stand at Camp Springs Medical Center, and a community garden at the White Marsh Medical Center. KP also continues to support Healthy Eating in Hard Times efforts to ensure food banks in the region include fresh, healthy foods. Mid-Atlantic Health Plan supports active living by helping to build healthy communities and sustain community-based organizations to address health where people live, work, learn, and play by targeting neighborhood environmental conditions, organizational practices, and public policies. Key HEAL partnerships include: The Port towns Community Health Partnership, Summit Health Institute for Research and Education (SHIRE), Alexandria Health Partnership, and DC promise Neighborhood. Safe Routes to School National Partnership was funded to design and implement programs with Washington Region elementary schools to create safe, convenient, and fun opportunities for children to bike and walk to and from school. Grants and Donations for Community Health Initiatives The Mid-Atlantic Health Plan donated $2.2 million to 34 nonprofit community organizations to support a variety of community health initiatives. The following are examples of programs and services funded in 2011: - american university was granted $95,000 to evaluate the progress of the implementation of the DC Healthy Schools act. - playworks education energized was provided a $95,000 grant to implement playworks unique model of physical activity and the play program in 45 low -income elementary schools in baltimore and Washington dc impacting 16,000 children daily SAFETY NET PARTNERSHIPS Through funding, technical assistance, public policy advocacy, training and volunteering, dissemination of care-management and quality improvement technologies, Kaiser Permanente helps these vital health care providers improve care and expand treatment capacity for the communities and vulnerable people they serve. In 2011, the Mid-Atlantic Health Plan spent $5.6 million to support 56 organizations that assist clinics, providers and the institutions on the front lines of healthcare to expand access to primary, specialty, and preventative care to low- income and unisured adults and children in the district of columbia, maryland, and virgina. Following are highlights from two of our signature partnerships: - in 2011, the community ambassador program grew from 2 nurse practitioners (NPs) to a total of 37 NPS and physician assistants placed in 16 safety net clinics in washington dc, suburban maryland and northern virginia. the purpose of the program is to expand the capacity of local safety net clinics to expand the healthcare access to the under/uninsured. - hypertension initiative- this is a new pilot partnership between kaiser permanente and 3 federally qualified health centers, one in washington dc, and two in maryland. the program is intended to build a bridge between KP and community clinics by providing specialty care for refractory hypertensive patients. Grants and donation for safety net partnerships- The mid-atlantic health plan invested $3.6 million and supported 56 communities agencies to enhance their ability to provide high quality care in a variety of settings. Active participation was continued in the Washington AIDS Collaborative and The Neighbors in Need Collaborative of The Community Foundation for the National Capital Region. The following are examples of programs and services funded: - IHI Scholarships to Safety NET Providers - Mid-Atlantic Health Plan provided training and education scholarships to 14 Safety NET clinicians from 8 Safety NET clinics to attend Institute for Health Improvement seminars and their annual meeting. Seven individuals attended the 23rd Annual Conference of Quality Improvement and one Medical Director was selected to participate on a KP sponsored panel discussion of Patient Medical Homes at the 23rd Annual IHI Conference. - IHI Scholarships were provided to 2 staff members of the People's Community Health Center in Baltimore Maryland to attend the Annual IHI Conference in Orlando. - IHI Scholarships were provided to 2 staff members of Greater Baden in Prince George's county Maryland to attend the Annual IHI Conference in Orlando. DEVELOPING AND DISSEMINATING KNOWLEDGE Kaiser Permanente aims to improve health care by sharing its knowledge, educating practitioners, advancing research, empowering consumers, and informing policymakers about the evidence base for care and health. The Mid-Atlantic Health Plan spent $1.9 million to support programs and services for the development and dissemination of knowledge and provided grants and donations to nonprofit organizations.
CLINICAL AND HEALTH SERVICES RESEARCH	In 2011, the Mid-Atlantic Health Plan spent approximately $641 thousand to support Community Benefit focused clinical and health services research. Many of the research studies address current health issues and improve care for common conditions where treatment often is linked to community-based efforts, and are broadly disseminated through articles and professional presentations. The Mid-Atlantic Permanente Research Institute (MAPRI) publishes and disseminates epidemiologic and health services research to improve the health and medical care of Kaiser Permanente members and the communities we serve. MAPRI has a specific focus on conducting research that can be translated into clinical practice and health promotion to influence the health of individuals and populations. MRI investigators collaborate on major research projects with national partners including the NIH, via National Institutes of Mental Health, National Institute of Allergy and Infectious Diseases, and AHRQ. These studies cover a broad range of topics, including HIV/AIDS, adherence to medical treatment, and asthma and other chronic conditions. Additionally, MAPRI researchers collaborate with other major non-profit healthcare institutions, including Johns Hopkins University, University of California, and Harvard University. The community benefit budget supports studies led by Mid-Atlantic Permanente Medical Group physicians, health plan investigators or MAPRI staff. In 2011, MAPRI published approximately 20 studies in peer-reviewed journals. Following are a few examples of those studies: The International Journal for Quality Health Care published a study that showed that doctors who communicate with their at risk diabetic patients more frequently using secure email tend to see better diabetes outcome measures across the patient panel. The association is particularly strong for panels with a high proportion of racial and ethnic minority patients who are at risk for worse disease outcomes. The authors postulate that making doctor-patient communication more accessible enables physicians and their patients to make more frequent adjustments to treatment regimens, ultimately improving patients' diabetes health. The American Journal for Managed Care published a paper which explored the data available for researchers and approaches that could be used to enhance the value of Medicare data for comparative effectiveness research (CER). The authors concluded that leveraging existing Medicare program elements combined with some administrative changes in data availability could create large datasets for evaluating treatment patterns, spending, and coverage decisions. - In 2011 Health Plan funded additional research efforts related to Oncology trials and epidemiology, HIV/AIDs, hepatitis and liver disease, cardiovascular disease, and Parkinson's disease. Kaiser Permanente aims to improve health care by sharing its knowledge, educating practitioners, advancing research, empowering consumers, and informing policymakers about the evidence base for care and health. The Educational Theatre Programs is a potent strategy for disseminating clinically-honed prevention messages to students, families, and their broader communities. Educational Theatre Programs (ETP) The Educational Theatre Program (ETP) has provided professional, award-winning health education for PK-12 for 25 years in Maryland, Virginia, and the District of Columbia. In 2011 ETP performed 273 shows, for ~ 51,000 children and adults at schools and other locations. The ETP shows include supplemental resource materials for students, teachers, and parents that reinforce the presentation. In 2011, ETP's repertoire included 4 shows: Professor Bodywise's Traveling Menagerie, The R-Files, The Amazing Food Detective, and Secrets. Additionally, ETP produced 5 videos describing its programs and 1 video entitled "Smart Eats" that delivers a nutritional message to elementary students. Grants and Donations for Knowledge Dissemination KP also supported a number of community groups with proceeds from a Donar Advised Fund (DAF) established with the Community Foundation for the National Capital Region. The DAF provided $1,600,000 in scholarships and capacity building grants to train allied health professionals at eight public institutions. The recipients were Baltimore City Community college, The Community College of the District of Columbia, Montgomery College, Prince George's Community College, Northern Virginia Community College, Howard County Community College, the Community College of Baltimore County, and the Universities at Shady Grove. These scholarships were targeted for low-income populations. KP also supported the work of Greater Washington DC Workforce Development Coalition through membership in its Steering Committee and Health care Working Group and a $100,000 grant to fund its efforts. OTHER COMMUNITY BENEFITS The Mid-Atlantic Health Plan spent approximately $3.0 million on other community benefits beyond the national streams of work. Martin Luther King Day - In 2011 Kaiser Foundation Health Plan expanded its use of KPCare.org using it not only for Martin Luther King Day registration but throughout the year for multiple volunteer events. For 2011 there were 46 volunteer opportunities posted with over 600 volunteers registered. For Martin Luther King Day Kaiser Foundation Health Plan facilitated 15 volunteer activities for employees and their families including working at soup kitchens, meal deliveries for home-bound individuals, filling care packages for shelters and even promoting the value of fresh fruits and veggies in the Annual Martin Luther King Day Parade in Baltimore City. Health Fairs - Kaiser Foundation Health Plan partnered with the United Way of the National Capital Area to present the 1st Annual Real Men Get Checked health fair during the summer. The event took place on the grounds of the DC Armory where Kaiser-Permanente volunteers and various partner organizations provided critical screenings to over 2,000 participants. Kaiser-Permanente also participated in ~30+ community health events as a result of Kaiser Foundation Health Plan's support through our Health Fair Program where we provide screening services for free to local non-profits. Employee Giving Campaign - In 2011 the campaign continued with dollar-for-dollar gift matching for employees contributing to specified non-profits. Regional Community Benefit Operations The Mid-Atlantic Health Plan has a dedicated Community Benefit Department with 15 full time employees to support regional community benefit programs and services and coordinate CB initiatives. With 2 FTEs dedicated to Medicaid Initiatives and 3 FTEs to directly support the Medical Financial Assistance Program via Patient Financial Services 2011 COMMUNITY BENEFIT INVESTMENT - MID-ATLANTIC STATES (attachment A) The following chart summarizes the 2011 Community Benefit investments in Maryland, Virginia and Washington, DC. The investments in the community reflected in the chart are unaudited. CARE AND COVERAGE Charitable Care and Coverage Programs $ 44,456,604 Government Sponsored Programs 12,245,849 Subtotal $56,702,453 COMMUNITY HEALTH INITIATIVES Community Health Initiatives Programs and Services $ 168,963 Grants & Donations for Community Health Initiatives 2,221,940 Community Health Initiatives CB operations 95,245 Subtotal $ 2,486,148 SAFETY NET PARTNERSHIPS Grants & Donations for Safety Net Partnerships $ 3,547,833 Safety Net cb operations 2,055,398 Subtotal $ 5,603,231 KNOWLEDGE DISSEMINATION Medical Research $ 640,699 Educational Theatre Programs 1,162,997 Grants & Donations for Knowledge Dissemination 50,000 knowledge dissemination cb operations 1,271 Subtotal $ 1,854,967 OTHER COMMUNITY BENEFITS Grants & Donations for other community benefits $ 1,273,275 other cb Operations 1,668,947 Subtotal $ 2,942,222 TOTAL $ 69,589,022
form 990, part vi, question 4	On March 3, 2011, Article E., Officers, of the Bylaws of the Corporation was amended to (a) provide that the officers of the Corporation may include one or more Group Presidents (Section E-1, Officers); (b) add a new Section E-8, Group President and/or Regional President, to describe the duties and responsibilities of those positions; (c) provide that the President shall be the Chief Operating Officer of the Corporation (Section E-7, President); and (d) provide clarification regarding leadership in the event of the absence or disability of the President (Section D-9, Executive Vice President or National Senior Vice President); and (e) to change the reference to "the President" in Sections E-3, E-4 and E-11 to "any President"
form 990, part vi, question 6	kaiser foundation health plan, INC is the sole member.
form 990, part vi, LINE 7A	KFHP appoints the directors (and fills vacancies and has authority to remove directors). The same 14 individuals who comprise the board of directors of KFHP also serve as the 14 directors of KFHP-CO, OH, NW, and MAS.
form 990, PART VI, LINE 7B	The following actions of the corporation require approval of the sole member. a) removal of the chairman of the board or the regional president; b) amendments to the bylaws that pertain to the member, the board of directors, or procedures for amending the bylaws (articles c, d, and h of the bylaws); c) amendment of the articles of incorporation
form 990, PART VI, LINE 11B	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 LLC tax advisor. 5. The complete tax return is reviewed and signed by an officer or a member of management designated by an officer. 6. The tax return is discussed with the full board of directors. A copy of the return is provided to each board member in electronic format prior to filing.
form 990, PART VI, LINE 12C	Regularly and Consistently Monitors Compliance with the Conflicts of Interest Policy Kaiser Permanente regularly monitors compliance with the Conflicts of Interest Policy in 3 key ways: 1.The Kaiser Permanente Compliance Hotline is available to all employees and vendors to report actual or potential conflicts of interest. All calls are answered by a third party and provided to Kaiser Permanente's National Compliance office for review and appropriate action. Employees can report anonymously and without fear of retaliation. Reports of actual or potential Conflicts of Interest are generated and investigations are conducted as required and information is tracked and trended to determine if additional guidance is required to avoid conflicts of interest. Compliance Hotline Reports are provided for review and action to the Kaiser Foundation Health Plan/ Hospitals Boards of Directors annually. 2.The Senior Vice President & Chief Compliance Officer and the Vice President of Internal Audit Services annually review the directors', officers', key employees', and executives' Annual Conflicts of Interest Questionnaire disclosures and provide direction on any investigations required. Investigations are documented, tracked and trended to determine if additional controls or education is required; In addition, Conflicts of Interest Questionnaire Reports are provided for review and action to the Kaiser Foundation Health Plan/ Hospitals Boards of Directors annually; and 3. Annually, as a component of the external audit, KPMG reviews the Annual Conflicts of Interest Questionnaires completed by Directors, Officers, Key Employees, and Executives, and actions taken as a result of the disclosures. The results of the annual audit, including any findings in this area are presented to the Kaiser Foundation Health Plan/ Hospitals Audit and Compliance Committee. Regularly and Consistently Enforces Compliance with the Conflicts of Interest Policy To ensure consistency in the enforcement of the policy Kaiser Permanente uses the following steps as a general guideline: A. Represented employees are subject to any corrective/disciplinary action provisions described in specific regional/national collective bargaining agreements and/or organizational policies and practices. B. Kaiser Permanente notifies employees of the National Human Resources Policy No. 14. Corrective/Disciplinary Action Policy during new employee orientation and in annual compliance training. C. In the event that it is necessary to discipline any employee because of, but not limited to, failure to comply with applicable legal/regulatory requirements, Kaiser Permanente policies and procedures, or the Principles of Responsibility, or for unsatisfactory performance or misconduct, coaching/counseling and/or corrective/disciplinary action may include, but is not limited to: (I) Oral discussion and/or warning by the employee's immediate supervisor or higher level manager to correct the problem (II) Written notice, with or without final warning (III) Paid or unpaid suspension, with or without final warning (IV) Termination of employment
form 990, PART VI, LINE 15A/B	The executive compensation program is designed to recruit, retain and motivate qualified senior management personnel. Senior management personnel have a significant impact on the strategic and policy direction and results of the organization. Therefore, the executive compensation program is, to a significant degree, performance-based. The compensation program is reviewed annually by the Compensation Committee of the Board of Directors which evaluates and approves, prior to payment, all programs and payments to CEO, Executive Director and top management officials (executives). Base pay for executive positions is established at a level comparable to the relevant market. In addition, other components of the compensation program bear 'at-risk' features designed to focus on strategically important performance goals and to assist in attracting and retaining top performers. The executive compensation program is targeted at the median of the comparable external market in which the organization competes for executive leadership. Evaluation of comparable pay data is performed by an Independent Compensation, Benefit & Human Resource Consulting firm. The compensation program focuses on objectives in the areas of quality of member care and service, financial soundness, and the community and social mission of the organization.
Form 990, Part VI, Line 19	Governing documents - are available as provided to state Dept. of Insurance and maintained on state agency website or upon request. Conflict of Interest is available on KP website under vendor Principles of Responsibility or upon request. Financial Statements are on file with state insurance agency on a statutory basis (stand alone entity) Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with audit opinion by KPMG and is available upon request. To request copies contact: VP - NATIONAL Tax COMPLIANCE Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, 15L Oakland, CA 94612
form 990, Part VII, section A, column B	Individuals who are both officers and members of Boards of Directors work full time as employees as well as fulfill their board assignment. All officers work full time in their employee capacity. Full time work may require in excess of the traditional 40 hour week. Given the integrated nature of our organization, employees may provide support for various Kaiser Permanente companies. The average hours per week reported for the filing organization and related organizations was estimated.
Form 990, Part XI, Line 5	CHANGE IN OTHER COMPREHENSIVE INCOME $ (64,858,903) CHANGE IN UNREALIZED GAIN (1,225,416) OTHER THAN TEMPORARY IMPAIRMENTS (838,752) TAX GAIN ON SALE OF INVESTMENTS (1,675,947) BOOK GAIN ON SALE OF INVESTMENTS 2,190,043 TOTAL $ (66,408,975)
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Cassel,Christine TITLE:director HOURS:7	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Chapman,Thomas TITLE:director HOURS:10	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Garcia,Daniel P TITLE:SVP, Chief Compliance Officer HOURS:48	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Graber,William TITLE:director HOURS:8	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Grigsby III, J. Eugene TITLE:director HOURS:7	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Halvorson,George C TITLE:Chairman and CEO HOURS:45	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Johansen,Judith TITLE:director HOURS:6	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Kaiser,Kim J. TITLE:director HOURS:8	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Marineau,Philip TITLE:director HOURS:6	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Ming,Jenny TITLE:director HOURS:5	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Pei,Edward TITLE:director HOURS:8	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Porfido,Meg TITLE:director HOURS:6	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Purcell,J. Neal TITLE:director HOURS:9	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Telles,Cynthia TITLE:director HOURS:7	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:thompkins, Sandra TITLE:director HOURS:5	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Kawamura,Marilyn TITLE:Region President - Mid-Atlanti HOURS:10	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Lancaster,Kathryn TITLE:EVP & CFO HOURS:46	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Meier,Thomas R. TITLE:SVP, Corporate Treasurer HOURS:47	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Orndoff,Donald H TITLE:SVP, NFS HOURS:45	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:ROTH,ROCHELLE M TITLE:SENIOR DIRECTOR,QRM HOURS:45	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Southam,Arthur M TITLE:EVP, HP Operations HOURS:45	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Stokes,Deborah TITLE:SVP, Controller & CAO HOURS:46	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Tyson,Bernard J TITLE:President & COO HOURS:45	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Zatkin, Victoria TITLE:VP. Off of Brd & corp gov svcs HOURS:46	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Zemelman,Mark S. TITLE:SVP, Gen Counsel & Secretary HOURS:47	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:adams, gregory TITLE:grp president & regional pres HOURS:20	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Burnett,Ruben J. TITLE:VP, Mktg, Sales & Bus Developm HOURS:20	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Collins,Linda M TITLE:COO - MAS HOURS:20	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Harris-Muller,Carrie TITLE:VP, Chief Administrative Offic HOURS:20	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Hunter,Kendall D. TITLE:SVP, Health Ins Exchange Op HOURS:20	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Bradley,Russell K TITLE:VP, HP Services & Admin HOURS:20	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Brittain,Judith L TITLE:VP, Delivery Systems Op HOURS:20	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Jaeger,Mary Elizabeth TITLE:VP, HR - MAS HOURS:20	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Lewis,Kay W TITLE:VP, UM, Risk Mgmt & Quality HOURS:20	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Maghami,Ferial G. TITLE:Exec Dir, Provider Affairs HOURS:20	FORM 990 PART VII
HOURS DEVOTED FOR RELATED ORGANIZATION	NAME:Zatkin,Steven R. TITLE:consultant HOURS:	FORM 990 PART VII

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (14 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrgControlledOrg
KAISER FOUNDATION HEALTH PLAN INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	941340523	HEALTH CARE	CA	501(c)(3)	9	NA	false
KAISER FOUNDATION HOSPITALS
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	941105628	HEALTH CARE	CA	501(c)(3)	3	KFHP INC	true
KAISER FDN HEALTH PLAN OF COLORADO
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	840591617	HEALTH CARE	CO	501(c)(3)	9	KFHP INC	true
KAISER FDN HEALTH PLAN OF GEORGIA INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	581592076	HEALTH CARE	GA	501(c)(3)	9	KFHP INC	true
KAISER FDN HEALTH PLAN OF THE NORTHWEST
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	930798039	HEALTH CARE	OR	501(c)(3)	9	KFHP INC	true
KAISER FDN HEALTH PLAN OF OHIO
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	340922268	HEALTH CARE	OH	501(c)(3)	9	KFHP INC	true
KAISER HEALTH PLAN ASSET MANAGEMENT INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299124	ASSET MGMT	CA	501(c)(3)	11 - I	KFHP INC	true
LOKAHI ASSURANCE LTD
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	912171891	RISK MGMT	HI	501(c)(3)	11 - I	KFHP INC	true
KAISER HOSPITAL ASSET MANAGEMENT INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299125	ASSET MGMT	CA	501(c)(3)	11 - I	KFH	true
CAMP BOWIE SERVICE CENTER
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299123	HEALTH CARE	CA	501(c)(3)	11- I	KFHP INC	true
OHP
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	930480268	LEASING	WA	501(c)(3)	11 - I	KFHP INC	true
KAISER HEALTH ALTERNATIVES
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	930954562	HEALTH CARE	WA	501(c)(3)	9	KFHP INC	true
1800 HARRISON FOUNDATION
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943317484	FINANCING	CA	501(c)(3)	11 - II	KFHP INC	true
KAISER HOSPITAL ASSISTANCE CORPORATION
ONE KAISER PLAZA	OAKLAND	CA	94612	311779500	FINANCING	CA	501(c)(3)	11 - III-O	KFH	true

Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Predominant Income TypePredominantIncomeType	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Disproportionate AllocationsDisproportionateAllocations	Code VCodeVAmount	General Or Managing PartnerGeneralOrManagingPartner
HCMS LLC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	203924985	CASE MGMT	CA	NA	none	0	0	false	$0	false
kaiser permanente ventures LLC
one kaiser plaza 15L	oakland	CA	94612	273339892	investment	CA	na	none	0	0	false	$0	false

Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership
OAK TREE ASSURANCE LTD
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	030329760	INSURANCE	VT	NA	C CORP	0	0	0.00000
KAISER PERMANENTE INSURANCE COMPANY
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943203402	INSURANCE	CA	NA	C CORP	0	0	0.00000
KAISER PROPERTY SERVICES INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943259432	REAL ESTATE	CA	NA	C CORP	0	0	0.00000
ARCHIMEDES INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	203774729	CONSULTING	CA	NA	C CORP	0	0	0.00000
KAISER PERMANENTE INTERNATIONAL
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943245176	CONSULTING	CA	NA	C CORP	0	0	0.00000

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	true	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	true	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	true	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	true	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	true	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	true	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (40 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
kaiser foundation hospitals
a	41096	per agreement
kaiser foundation hospitals
e	50000000	per agreement
KAISER FOUNDATION HOSPITALS
g	6507	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
K	6894779	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
K	5202958	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
K	503745	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF GEORGIA
K	609177	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF THE NW
K	292592	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF OHIO
K	195655	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
K	1679358	PER AGREEMENT
camp bowie service center
k	4134748	per agreement
KAISER FOUNDATION HEALTH PLAN INC
L	58336907	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
L	942095980	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
L	268639	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF GEORGIA
L	1149007	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF THE NW
L	83706	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF OHIO
L	201974	PER AGREEMENT
camp bowie service center
l	398274	per agreement
KAISER PERMANENTE INSURANCE COMPANY
L	26792782	PER AGREEMENT
LOKAHI ASSURANCE LTD
L	90552000	PER AGREEMENT
OAK TREE ASSURANCE LTD
L	3628978	PER AGREEMENT
ordway indemnity
l	589200	per agreement
KAISER FOUNDATION HEALTH PLAN of colorado
N	11635	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
O	48779995	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
O	22364958	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
O	1396500	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF GEORGIA
O	144216	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF THE NW
O	6832	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF OHIO
O	25420	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN INC
P	14473003	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
P	700826074	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF COLORADO
P	71040	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF GEORGIA
P	65309	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF THE NW
P	17656	PER AGREEMENT
KAISER FOUNDATION HEALTH PLAN OF OHIO
P	37150	PER AGREEMENT
LOKAHI ASSURANCE LTD
P	10473036	PER AGREEMENT
kaiser permanente insurance company
p	6229715	per agreement
oak tree assurance ltd
p	1332584	per agreement
KAISER FOUNDATION HEALTH PLAN INC
Q	220462	PER AGREEMENT
lokahi assurance ltd
q	20594000	per agreement