2012-11-13T11:33:34-06:00 2011-12-31 PRICEWATERHOUSECOOPERS LLP 2001 MARKET STREET STE 1700 PHILADELPHIA PA 19103 990 2011-01-01 520954463 KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES INC % VP - NATIONAL TAX COMPLIANCE KAIS 5102716611 ONE KAISER PLAZA 15L OAKLAND CA 94612 DEBORAH STOKES 5102716385 2012-11-02 2673303000 2011 2016-02-24 21:20:13Z MARILYN J KAWAMURA ONE KAISER PLAZA 15L OAKLAND CA 94612 2491136983 false X N/A X 1972 MD TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE 14 12 5964 314 153939 0 16275 2167518178 2272514533 14051735 7423339 844684 587969 2182414597 2280542116 13959286 6464946 0 0 484757781 509803098 0 0 0 1717688949 1817965316 2216406016 2334233360 -33991419 -53691244 770152177 985638340 671862797 1007449179 98289380 -21810839 X TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE false false 2109910460 6464946 2269601372 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. 47070005 2584007 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. 12421064 175215 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. 5764127 SEE COMMUNITY BENEFIT REPORT 5764127 2175165656 true true false true false false false false false false true false false false true false true true false false false false false false false false false true false true false false false false false false false false false false false false false true true true false false true 5774 0 true 5964 true true true false false false false false false false false false X 14 12 false false true false true true true true true false false true true true true true true true true false DC MD VA X VP - NATIONAL TAX COMPLIANCE 5102716385 ONE KAISER PLAZA 15L OAKLAND CA 94612 X CasselChristine 0.5 X 184500 ChapmanThomas 1.0 X 11000 180695 89109 GarciaDaniel P 2.0 X 1228765 73604 GraberWilliam 0.5 X 208269 Grigsby III J Eugene 1.0 X 11000 199900 HalvorsonGeorge C 5.0 X X 7861915 74595 JohansenJudith 0.5 X 200075 KaiserKim J 0.5 X 124500 MarineauPhilip 0.5 X 200769 MingJenny 0.3 X 179269 PeiEdward 0.5 X 173000 16500 PorfidoMeg 0.5 X 35013 PurcellJ Neal 0.5 X 221858 TellesCynthia 0.5 X 0 195613 0 thompkins Sandra 0.5 X 0 39031 0 KawamuraMarilyn 40.0 X 1042189 213395 LancasterKathryn 4.0 X 2109102 289626 MeierThomas R 3.0 X 802247 110802 OrndoffDonald H 5.0 X 634274 137999 PetersenDeAnne 50.0 X 462981 84221 ROTHROCHELLE M 5.0 X 196984 42093 SouthamArthur M 5.0 X 2649224 348687 SpurlarkSusan 50.0 X 461856 117953 StokesDeborah 4.0 X 720302 118018 TysonBernard J 5.0 X 2800296 482152 Zatkin Victoria 4.0 X 314768 84531 ZemelmanMark S 3.0 X 778576 191923 adams gregory 30.0 X 0 2064333 292548 BurnettRuben J 30.0 X 0 442038 97164 CollinsLinda M 30.0 X 310527 93034 Harris-MullerCarrie 30.0 X 399859 72507 HunterKendall D 30.0 X 645704 108133 BradleyRussell K 30.0 X 278918 0 58860 BrittainJudith L 30.0 X 256381 0 69646 JaegerMary Elizabeth 30.0 X 323904 82623 LewisKay W 30.0 X 380775 132592 MaghamiFerial G 30.0 X 503398 67762 ZatkinSteven R 0.0 X 574121 76925 557299 29850630 3627002 800 true true false 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 497 16275 16275 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 2272514533 5842449 5842449 0 0 212144567 31190 210468620 126247 1675947 -95057 1580890 1580890 0 0 0 PARKING LOT 587969 587969 587969 2280542116 2272360594 153939 8011308 6464946 6464946 0 0 0 51500 50985 515 0 362360620 321157561 41203059 0 47397730 47397730 72689555 58478185 14211370 27303693 27303693 0 1717917 1717917 1451425 1451425 638558 638558 0 206628 206628 0 7274458 350886 6923572 7688658 6781041 907617 137907029 137907029 0 53093694 53093694 2602579 1955948 646631 0 1036429 646009 390420 1404796 1404796 0 44178739 44178739 19345254 19302570 42684 BASIC CONTRACTUAL PAYMENTS 661642310 661642310 PURCHASED MEDICAL SERVICES 384960569 350597941 34362628 SUPPLIES 314982871 263695483 51287388 PURCHASED NON-MEDICAL SVC 72143623 72142671 952 105689779 100406811 5282968 2334233360 2175165656 159067704 0 7993398 8202358 0 0 0 0 66479635 70625433 0 0 0 0 0 0 22448940 22901293 5359168 6011700 995078729 413944169 433985492 581134560 230590819 292101623 0 0 0 0 0 0 3294725 4661373 770152177 985638340 243566511 241645685 0 0 4207108 17315489 12939271 12913877 0 0 0 0 0 0 0 0 411149907 735574128 671862797 1007449179 X 6795610 6795610 0 0 91493770 -28606449 98289380 -21810839 770152177 985638340 X -53691244 -66408975 X false true true X true true X 1000 16275 17275 1939546503 2001419294 2072423301 2167352747 2272514533 10453256378 1939546503 2001419294 2072424301 2167352747 2272530808 10453273653 10453273653 16063854 16584560 13960781 11014664 6430418 64054277 16063854 16584560 13960781 11014664 6430418 64054277 1955610357 2018003854 2086385082 2178367411 2278961226 10517327930 0.99391 0.99325 0.00609 0.00675 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false true 18000 true 383182 true true 237376 638558 false LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES SCHEDULE C, PART II-B, LINE 1A THROUGH 1I The Organization is a member of the Kaiser Permanente Medical Care Program and participated and benefited from lobbying activities conducted at the regional and national level for the benefit of its enrolled members and for the health care industry as a whole. As an organization 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. 0 67793066 67793066 0 339568221 200847593 138720628 0 131572883 57925377 73647506 0 183495913 135066988 48428925 0 272648646 20104211 252544435 581134560 0 DUE TO RELATED ENTITIES 153497472 SELF-INSURED RISK - PROF & PUB 135030853 MEDICARE COST REPORT RESERVE 58115091 PENSION & POST-RETIREMENT BENE 285166074 OTHER CURRENT LIABILITIES 13760472 LONG-TERM DEFERRED RENT LIABIL 34807441 OTHER LONG-TERM LIABILITIES 55196725 735574128 2280542116 2334233360 -53691244 -1225416 -65183559 -66408975 -120100219 2273916392 -1225416 -3011856 -4237272 2278153664 2388452 2388452 2280542116 2394016613 64985152 64985152 2329031461 206628 4995271 5201899 2334233360 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 true 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 200 Rockville MD 20850 521532556 501(c)(3) 25000 2011 health reform Conference. 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 1217 Vienna VA 22180 580659875 501(c)(3) 10000 2011 Cure by Design 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 9 Alexandria VA 22314 541571849 501(c)(3) 15000 2011 Charitable Contribution 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 100 Leesburg VA 20176 541921059 501(c)(3) 20000 2011 Charitable Contribution 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 300 Washington DC 20005 521938281 501(c)(3) 40000 Power Lunch Program at Ludlow-Taylor ES 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 310 Washington DC 20002 522091131 501(c)(3) 93657 Merger with FQHC and Implementation of EMR 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 906 Frederick MD 21701 520813371 501(c)(3) 15000 2011 Charitable Contribution 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 540 Columbia MD 21045 611549388 501(c)(3) 82698 Healthy Howard, Inc children to medical homes 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 17B Herndon VA 20172 710877944 501(c)(3) 48625 EMR Upgrade Project 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 450-A Leesburg VA 20176 202379419 501(c)(3) 95000 Loudoun Community Health Center Technology Improve 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 200E Fairfax VA 22030 752999280 501(c)(3) 15000 2011 Charitable Contribution 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 220 Baltimore MD 212184826 520905681 501(c)(3) 149779 A-L-L/P-H-A-S-E for People's Patients 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 300 Washington DC 20003 521006486 501(c)(3) 15000 2011 Charitable Contribution 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 1200 Baltimore MD 21218 521739001 501(c)(3) 85000 Shepherd's Clinic Technology Infrastructure Upgrad SOME Inc 71 O Street NW 6D Washington DC 20001 237098123 501(c)(3) 52250 Enhancing Infrastructure to Achieve Meaningful Use Spanish Catholic Center of Catholic Charities 1618 Monroe Street NW 200 Washington DC 20010 520980905 501(c)(3) 95000 Electronic Health Record System and Medicaid Reimb 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 100 Washington DC 20009 521177254 501(c)(3) 15000 2011 Charitable Contribution The City of Frederick 100 South Market Street 1130 Frederick MD 21701 526000789 city of frederi 20000 Funding to support the transition of the MCCP Fred 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 E Frederick MD 21701 521449375 501(c)(3) 15000 2011 Charitable Contribution 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 405 Towson MD 212520001 520939453 501(c)(3) 15000 2011 Charitable Contribution and supplies 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 108 0 PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 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. false true false false false false false true false 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 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. 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 FORM 990 PART VII NAME:Cassel,Christine TITLE:director HOURS:7 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Chapman,Thomas TITLE:director HOURS:10 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Garcia,Daniel P TITLE:SVP, Chief Compliance Officer HOURS:48 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Graber,William TITLE:director HOURS:8 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Grigsby III, J. Eugene TITLE:director HOURS:7 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Halvorson,George C TITLE:Chairman and CEO HOURS:45 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Johansen,Judith TITLE:director HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Kaiser,Kim J. TITLE:director HOURS:8 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Marineau,Philip TITLE:director HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Ming,Jenny TITLE:director HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Pei,Edward TITLE:director HOURS:8 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Porfido,Meg TITLE:director HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Purcell,J. Neal TITLE:director HOURS:9 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Telles,Cynthia TITLE:director HOURS:7 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:thompkins, Sandra TITLE:director HOURS:5 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Kawamura,Marilyn TITLE:Region President - Mid-Atlanti HOURS:10 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Lancaster,Kathryn TITLE:EVP & CFO HOURS:46 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Meier,Thomas R. TITLE:SVP, Corporate Treasurer HOURS:47 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Orndoff,Donald H TITLE:SVP, NFS HOURS:45 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROTH,ROCHELLE M TITLE:SENIOR DIRECTOR,QRM HOURS:45 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Southam,Arthur M TITLE:EVP, HP Operations HOURS:45 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Stokes,Deborah TITLE:SVP, Controller & CAO HOURS:46 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Tyson,Bernard J TITLE:President & COO HOURS:45 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Zatkin, Victoria TITLE:VP. Off of Brd & corp gov svcs HOURS:46 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Zemelman,Mark S. TITLE:SVP, Gen Counsel & Secretary HOURS:47 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:adams, gregory TITLE:grp president & regional pres HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Burnett,Ruben J. TITLE:VP, Mktg, Sales & Bus Developm HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Collins,Linda M TITLE:COO - MAS HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Harris-Muller,Carrie TITLE:VP, Chief Administrative Offic HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Hunter,Kendall D. TITLE:SVP, Health Ins Exchange Op HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Bradley,Russell K TITLE:VP, HP Services & Admin HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Brittain,Judith L TITLE:VP, Delivery Systems Op HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Jaeger,Mary Elizabeth TITLE:VP, HR - MAS HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Lewis,Kay W TITLE:VP, UM, Risk Mgmt & Quality HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Maghami,Ferial G. TITLE:Exec Dir, Provider Affairs HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Zatkin,Steven R. 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