2023-11-15T05:58:19-06:00 2022-12-31 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2022-01-01 910511770 KAISER FOUNDATION HEALTH PLAN OF WASHINGTON % CHIEF TAX OFFICER KAIS 5102716611 ONE KAISER PLAZA - 26TH FLOOR OAKLAND CA 94612 MICHAEL P WALTON CHIEF TAX OFFICER 5102716611 2023-10-20 MICHAEL P WALTON 999009999 ROBERT W FRIZ P00438748 2673303000 2023-10-19 2 2022 2023-04-26 12:10:37Z X ANGELA DOWLING ONE KAISER PLAZA - 26TH FLOOR OAKLAND CA 94612 6407513192 false X WWW.KP.ORG X 1945 WA TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE. 9 6 10326 342 15400523 0 53099970 59729373 3897219296 3861323806 -26435159 -55625004 573613 506000 3924457720 3865934175 16433447 21832276 0 0 824641979 766123500 0 0 0 3243844307 3491595720 4084919733 4279551496 -160462013 -413617321 2969156636 3088214746 1474865943 2077013788 1494290693 1011200958 X TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE. false false 3872847588 17550741 3767183844 MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, INC. (KFHP-WA) 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-WA EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE FOR OUR MEMBERS AND OUR COMMUNITY. KFHP-WA DIRECTLY INVESTS IN IMPROVEMENTS IN COMMUNITY HEALTH BY WORKING TO INCREASE ACCESS TO HEALTH CARE, IMPROVING THE CONDITIONS FOR HEALTH AND EQUITY AND PROVIDING HEALTH EDUCATION. 81085845 0 37635054 MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS KAISER FOUNDATION HEALTH PLAN OF WASHINGTON (KFHP-WA) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP-WA MEMBERS, BUT ALSO, WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2022, A TOTAL OF 34,000 INDIVIDUALS WERE RECEIVING BENEFITS THROUGH KFHP-WA'S MEDICAID MANAGED CARE CONTRACTS. 22312939 0 0 CHARITY CARE (MEDICAL FINANCIAL ASSISTANCE) KAISER FOUNDATION HEALTH PLAN OF WASHINGTON (KFHP-WA) PROVIDES CHARITY CARE TO LOW INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) PROGRAM. KFHP-WA OFFERS FINANCIAL ASSISTANCE THROUGH THE MFA PROGRAM TO HELP FAMILIES AND INDIVIDUALS WITH A DEMONSTRATED FINANCIAL NEED PAY FOR ALL OR PART OF THE COST OF EMERGENCY OR MEDICALLY NECESSARY CARE PROVIDED IN KAISER PERMANENTE FACILITIES AND/OR BY KAISER PERMANENTE PROVIDERS. IN 2022, THIS PROGRAM ASSISTED A TOTAL OF 14,600 PATIENTS THROUGH FINANCIAL ASSISTANCE. 4281535 81601545 56504908 SEE EXEMPT PURPOSE ACHIEVEMENTS IN SCH O 81601545 4281535 56504908 4057847917 true true false true false false false false false false true false false false true false false false false false false true false false false false true true true false true false false false false false false true false false false false false true true true true false false true 6623 0 true 10326 true true true false false false false false false false false false true false X 9 6 false false false false true true true true true false false true true true true true true true true true true CA X X CHIEF TAX OFFICER 5102716611 ONE KAISER PLAZA - 26TH FLOOR OAKLAND CA 94612 X Gregory Adams Chairman & CEO 4.0 46.0 X 0 13841691 -144241 Kimberly Horn EVP, Group President, MOC 3.5 46.5 X 0 7934857 -23881 Arthur Southam EVP, Health Plan Ops & CGO 3.5 46.5 X 0 5764865 -158211 Kathryn Lancaster EVP & Chief Financial Officer 3.5 46.5 X 0 5726249 -216576 Mark Zemelman SVP, General Counsel & Secy 1.0 49.0 X 0 5101508 61868 Susan Mullaney Regional President - WA 43.8 6.2 X 0 4230082 -187470 Janet Liang EVP, Group President & COO 3.5 46.5 X 0 5433297 -1438203 Vanessa Benavides SVP,Chief Legal Officer & Secy 1.0 49.0 X 0 1466903 207776 Andrew Bindman EVP, Chief Medical Officer 1.0 49.0 X 0 1227452 326409 Thomas Meier SVP, Corporate Treasurer 1.5 48.5 X 0 1614705 -90086 Alfonse Upshaw SVP,Corporate Controller & CAO 1.0 49.0 X 0 1101434 12111 Donald Orndoff SVP, NFS 3.5 46.5 X 0 1108295 -33480 Ronald Vance Interim Regional President 44.0 6.0 X 0 937500 0 Ann Allen VP, COO 50.0 0.0 X 0 590381 210753 Jennifer Graves VP, Quality, Safety & Rgnl CNE 50.0 0.0 X 0 628115 84220 Rebecca Williams Interim CFO 30.0 20.0 X 0 596423 115011 Ryan Jenson Interim Corp Controller & CAO 3.5 46.5 X 0 659683 5379 Alicia Eng VP, Clinical Operations 50.0 0.0 X 0 541716 122125 Eric Larson Sr Investigator 50.0 0.0 X 582051 0 29545 Rita Mangione-Smith VP,Resch/Healthcare Innovation 50.0 0.0 X 0 508908 94890 Kristanne Greco VP, PR, Commns & Brand Mgmt 50.0 0.0 X 0 566169 26660 Pamela Warren VP, HPSA - WA 50.0 0.0 X 0 514464 25019 Alacia Broussard VP, Contracting Strategy 50.0 0.0 X 0 426497 77148 Todd Hesse VP, MSBD 50.0 0.0 X 43 371838 85170 Shawna Sweeney Assistant Secretary 49.8 0.2 X 0 407425 39992 Karen Schartman VP, CFO & Strategy - WA 49.8 0.2 X 0 567539 -165729 Hong-Sze Yu VP, Brd & Corp Gov & Asst Secy 3.0 47.0 X 0 471975 -113514 Laurie Guariglia VP, Business Info Officer - WA 50.0 0.0 X 0 309660 20156 Margaret E Porfido JD Director 0.25 3.25 X 17500 299630 -14562 Ramon F Baez Director 1.0 3.77 X 17500 265262 -5847 Judith A Johansen JD Director 1.0 8.5 X 15500 283192 -27376 Janet O'Hollaren VP, COO 0.0 0.0 X 0 174637 0 Maryann Bodayle Assistant Secretary 1.0 49.0 X 0 196255 -24125 Kim J Kaiser Director 1.0 0.0 X 31504 10900 0 Michael D Wilson Director 1.25 0.0 X 24055 0 0 Constance W Rice Director 4.0 0.0 X 23055 0 0 Ruta E Fanning Director 1.0 0.0 X 10500 0 0 Joseph Smith VP, MSBD 0.0 0.0 X 0 171553 -239761 582094 61300457 -768072 1907 true true true Washington Permanente Medical Group 1300 SW 27th St RENTON WA 98057 MEDICAL SERVICES 532870625 OVERLAKE HOSPITAL MEDICAL CENTER PO BOX 34224 SEATTLE WA 98124 Medical Services 92347841 PEACEHEALTH 2901 SQUALICUM PARKWAY BELLINGHAM WA 98225 Medical Services 75989635 ST JOSEPH MEDICAL CENTER 1717 S J ST TACOMA WA 98405 Medical Services 73358927 MULTICARE HEALTH SYSTEM PO BOX 5299 TACOMA WA 98415 Medical Services 72481319 659 54471339 5258034 59729373 MEMBERS HEALTH DUES 621491 1941464635 1941464635 MEDICARE 621491 1123068890 1123068890 COPAYS, DEDUCTIBLES, FEES 621491 369465344 369465344 NON-PLAN & INDUSTRIAL 621491 67183689 51783166 15400523 OTHER PROGRAM SERVICE 621491 360141248 360141248 3861323806 -7692358 -7692358 0 0 438193 438193 0 438193 438193 2493436710 209661 2541349918 229099 -47913208 -19438 -47932646 -47932646 0 0 0 0 0 0 0 0 0 PARKING REVENUE 812930 17214 17214 CAFETERIA REVENUE 722514 50593 50593 67807 3865934175 3845923283 15400523 -55119004 21641022 21641022 0 191254 191254 0 139657 139657 112430 112430 648586297 585022684 63563613 0 56276396 56180488 95908 11762540 11762540 49246180 49135014 111166 0 1360913 1360913 1004378 1004378 132000 132000 0 1040418 1040418 0 7548214 4796348 2751866 19636340 17995615 1640725 197748338 191630608 6117730 0 30840797 30839697 1100 2691304 2595856 95448 0 453007 453007 14139065 14139065 0 77865541 77865541 18123746 18123746 PURCHASED MEDICAL SVC 1539596468 1539596468 SUPPLIES - PHARMACY, OFFICE 725748180 721085470 4662710 BASIC CONTRACTUAL PAYMENTS 535851840 535851840 INTER/INTRA REG. ALLOCATIONS 132311927 129799928 2511999 185503244 61357273 124145971 4279551496 4057847917 221703579 0 X 0 0 19780379 51897329 0 0 180282698 162127513 0 0 0 0 0 0 23230367 29762685 204474833 248826884 1383293043 402981821 959466874 980311222 936877993 1100865915 25913039 13894374 0 0 383336979 366087615 235793474 134441209 2969156636 3088214746 514943442 562672362 0 0 24219442 24448240 0 0 0 0 0 0 0 0 0 0 935703059 1489893186 1474865943 2077013788 X 0 0 1863453512 1863464460 -369162819 -852263502 1494290693 1011200958 2969156636 3088214746 X -413617321 -501981 -68970433 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false true 29877 true 164081 false false 193958 false false SCHEDULE C, PART II-B, LINE 1A THROUGH 1I LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES THE ORGANIZATION, KAISER FOUNDATION HEALTH PLAN OF WASHINGTON (KFHP WA), IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM (KP) AND PARTICIPATED IN AND BENEFITED FROM LOBBYING ACTIVITIES CONDUCTED AT THE REGIONAL AND NATIONAL LEVELS FOR THE BENEFIT OF ITS ENROLLED MEMBERS, THE BROADER COMMUNITY AND FOR THE HEALTH CARE INDUSTRY AS A WHOLE. AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), KFHP WA HAS A POLICY PROHIBITING ANY OF KFHP WA'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR THIS ORGANIZATION MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. KFHP WA ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS TO VARIOUS FEDERAL, STATE, AND LOCAL OFFICIALS REGARDING MATTERS WHICH AFFECTED THE HEALTHCARE INDUSTRY AS A WHOLE. THE AMOUNT OF MONEY INVOLVED IN THE ACTIVITIES IS DETAILED ON LINES A THROUGH I. KFHP WA EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT KFHP WA'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT FEDERAL AND STATE LEGISLATION HAVING AN IMPACT ON KFHP WA'S CHARITABLE ACTIVITIES AS AN EXEMPT HEALTH MAINTENANCE ORGANIZATION. THESE INDIVIDUALS ATTEMPT TO ENSURE THAT PROPOSED LEGISLATION AND ENACTED LAWS ARE COMPATIBLE WITH THE INTERESTS OF KP, ITS MEMBERS AND ITS PATIENTS BY PERFORMING THE FOLLOWING ACTIVITIES: - COLLECTING, ANALYZING AND DISTRIBUTING WITHIN THE ORGANIZATION, PUBLIC AND PRIVATE POLICY RECOMMENDATIONS REGARDING PROPOSED LEGISLATION THAT AFFECT THE OPERATION OF KFHP WA AND ITS ABILITY TO PROVIDE QUALITY HEALTH AND MEDICAL CARE SERVICES TO ITS MEMBERS AND THE BROADER COMMUNITY IN A COST EFFECTIVE MANNER. - PROVIDING APPROPRIATE INFORMATIONAL MATERIALS TO LEGISLATORS AND THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF KFHP WA. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF KFHP WA OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF KFHP WA. 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. 255568196 255568196 707521584 171850889 535670695 49474585 21523292 27951293 237753811 161937338 75816473 132974867 47670302 85304565 980311222 0 DUE TO AFFILIATED ORGANIZATION 492266585 PROFESSIONAL & OTHER INSURED LIAB 77456399 OPERATING LEASE LIABILITIES 23309861 SUBORDINATED DEBT 575000000 PREMIUM DEFICIENCY RESERVES 150049625 LOANS PAYABLE TO EXTERNAL ENTITIES 3220899 OTHER CURRENT LIABILITIES 151455925 OTHER LONG-TERM LIABILITIES 17133892 1489893186 Schedule D, Part X, LINE 2 ASC 740 Footnote THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER ASC 740. Europe (Including Iceland and Greenland) Research 77847 North America Research 99184 Europe (Including Iceland and Greenland) Research 12183 false false false false false false true true X true X 300. false true true false true true 22312939 0 22312939 0.00520 81085845 37635054 43450791 0.01020 0 0 0 0.00000 103398784 37635054 65763730 0.01540 4121609 1659983 2461626 0.00060 10652171 382218 10269954 0.00240 0 0 0 0.00000 62546231 54462707 8083523 0.00190 4281535 0 4281535 0.00100 81601546 56504908 25096638 0.00590 185000330 94139962 90860368 0.02130 true 514758 386968 127790 X true true 1 1 KAISER PERMANENTE CENTRAL HOSPITAL 201 16TH AVE E SEATTLE WA 981125260 https://wa.kaiserpermanente.org/ HAC.FS.00000020 X X KAISER PERMANENTE CENTRAL HOSPITAL 1 false false true X X X X X X X X X 22 true true true true X HTTP://WWW.KP.ORG/CHNA X true 22 true HTTP://WWW.KP.ORG/CHNA false true X 300. 300. X true true X X X X true X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X true X false X X X X true X false false Part V, Line 5 KAISER PERMANENTE'S APPROACH TO CHNA CONSIDERS BOTH PRIMARY AND SECONDARY DATA TO INFORM THE PRIORITIZATION OF HEALTH NEEDS. EACH KAISER PERMANENTE SERVICE AREA COLLECTED PRIMARY DATA THROUGH KEY INFORMANT INTERVIEWS WITH INDIVIDUALS AND GROUPS OF INDIVIDUALS. TO IDENTIFY ISSUES THAT MOST IMPACT THE HEALTH OF THE COMMUNITY, HOSPITALS REACHED OUT TO LOCAL PUBLIC HEALTH EXPERTS, COMMUNITY LEADERS WITH EXPERTISE ON LOCAL HEALTH NEEDS, AND INDIVIDUALS WITH KNOWLEDGE AND/OR LIVED EXPERIENCE OF RACIAL HEALTH DISPARITIES. IF AVAILABLE, INSIGHTS FROM COMMUNITY PARTNERS' DATA COLLECTION WERE ALSO CONSIDERED IN THE ASSESSMENT OF NEEDS. KAISER PERMANENTE ALSO DEVELOPED A FREE, WEB-BASED DATA PLATFORM. THE DATA PLATFORM PROVIDES ACCESS TO A CORE SET OF APPROXIMATELY 100 PUBLICLY AVAILABLE INDICATORS TO UNDERSTAND HEALTH USING THE COUNTY HEALTH RANKINGS POPULATION HEALTH FRAMEWORK, WHICH EMPHASIZES SOCIAL AND ENVIRONMENTAL DETERMINANTS OF HEALTH. Part V, Line 6a King County Hospitals for a Healthier Community: Evergreen Health, MultiCare, Navos, Overlake Medical Center & Clinics, Seattle Cancer Care Alliance, Seattle Children's, Swedish, UW Medicine, Virginia Mason Franciscan Health. Part V, Line 6b Public Health-Seattle & King County, Washington State Hospital Association Part V, Line 11 Significant needs identified in Kaiser Foundation Health Plan of Washington's hospital facilities' most recently conducted CHNAs. HEALTH NEED: ACCESS TO CARE - Medical Financial Assistance: Provide temporary financial assistance to low-income individuals who receive care at KP facilities and can't afford medical expenses and/or cost sharing - Medicaid and Children's Health Insurance Plan (CHIP): Provide high-quality medical care services to low-income populations who would otherwise struggle to access care. CHIP is active in Sunnyside, Westside, Oahu. - Charitable Health Coverage: Provide access to comprehensive health care and to coverage for low-income individuals and families who do not have access to public or private health coverage - Provide operating support to safety net organizations to strengthen their clinical, financial, and operational capacity to meet evolving needs of their patients - Support organizations that build capacity, provide information about coverage options, assist with eligibility screening, application and enrollment, and advocate for increasing coverage options for low-income individuals - Support partnerships with local, regional, or national organizations to grow networks of community-based organizations that address social health needs and coordinate care HEALTH NEED: MENTAL AND BEHAVIORAL HEALTH - Increase access to behavioral health care services for low-income and vulnerable populations - Extend school and district adoption and integration of Kaiser Permanente Thriving Schools initiatives, tools, and resources - Provide core support to safety net organizations, allowing these organizations to implement initiatives appropriate for the needs of their population (e.g., expansion of mental and behavior health care services, providing more virtual care for nonsurgical specialties such as counseling and behavioral health therapies) HEALTH NEED: INCOME & EMPLOYMENT - Support organizations that provide culturally and linguistically relevant training and technical assistance to small businesses and entrepreneurs of color - Improve individual financial health by supporting housing, workforce development, or other organizations that embed or enhance financial coaching services HEALTH NEED: HOUSING - Provide resources for preserving or enhancing the supply of affordable housing - Support expansion of housing-related legal support for at-risk tenants - Support evidence-based housing stabilization assistance - Support system-level approaches to reducing homelessness (e.g., achieving quality data) HEALTH NEED: FOOD INSECURITY - Support organizations that increase enrollment in programs that extend food dollars such as in the Supplemental Nutrition Assistance Program (SNAP), Special Supplemental Nutrition Program for Women, Infants and Children (WIC), and federal school meal programs - Support organizations that distribute food such as medically tailored meals, prepared food, produce, or other food and meals to school children, families, and those in underserved communities - Support local and state policy, research, and advocacy organizations leading efforts that have a direct impact on community food security strategies HEALTH NEED: STRUCTURAL RACISM - Support grassroots and advocacy organizations and initiatives - Support Black, Indigenous, People of Color (BIPOC)-led organizations Part V, Line 13a The hospital provides free care (100% discount) on the patient cost for eligible services to all charity eligible patients with a household income of 300% or less of the federal poverty guidelines (FPG). The discount amount is not adjusted based on income level. Part V, Line 13h A patient of any household income level with incurred out-of-pocket medical and pharmacy expenses for eligible services over a 12-month period greater than or equal to 10% of their annual household income is eligible for free care. Part V, Line 16j The FAP program materials are available on the KP websites at www.kp.org/mfa/wa 46 Seattle-Capitol Hill Medical Center 201 16th Ave E Seattle WA 98112 Medical Center Olympia Medical Center 700 Lilly Rd NE Olympia WA 98506 Medical Center Bellevue Medical Center 11511 NE 10th Street Bellevue WA 98004 Medical Center Tacoma Medical Center 209 Martin Luther King Jr Way Tacoma WA 98405 Medical Center Everett Medical Center 2930 Maple St Everett WA 98201 Medical Center Spokane - Riverfront Medical Center 322 W North River Drive Spokane WA 99201 Medical Center Seattle - Northgate Medical Center 9800 4th Ave NE Seattle WA 98115 Medical Center Silverdale Medical Center 10452 Silverdale Way NW Silverdale WA 98383 Medical Center Federal Way Medical Center 301 S 320th St Federal Way WA 98003 Medical Center Puyallup Medical Center 1007 39th Ave SE Puyallup WA 38374 Medical Center Lynnwood Medical Center 20200 54th Ave W Lynnwood WA 98036 Medical Center Tacoma South Medical Center 9505 Steele St S Tacoma WA 98444 Medical Center Burien Medical Center 140 SW 146th St Seattle WA 98166 Medical Center Bellevue - Factoria Medical Center 13451 SE 36th St Bellevue WA 98006 Medical Center Renton Medical Center 275 Bronson Way NE Renton WA 98056 Medical Center Port Orchard Medical Center 1400 Pottery Ave Port Orchard WA 98366 Medical Center Bothell - Northshore Medical Center 11913 NE 195th St Bothell WA 98011 Medical Center Spokane - Lidgerwood Medical Center 6002 N Lidgerwood Spokane WA 99207 Medical Center Redmond Medical Center 15809 Bear Creek Pkwy Ste 100 Redmond WA 98052 Medical Center Spokane - Veradale Medical Center 14402 E Sprague Ave Spokane WA 99216 Medical Center Seattle - Rainier Medical Center 5316 Rainier Ave S Seattle WA 98118 Medical Center Smokey Point 2335 172nd St NE Marysville WA 98271 Medical Clinic Kent Medical Center 26004 104th Ave SE Kent WA 98031 Medical Center Kendall Yards Medical Office 546 N Jefferson St Spokane WA 99260 Medical Clinic Poulsbo Medical Center 19379 7th Ave NE Poulsbo WA 98370 Medical Center Ballard Medical Center 1401 NW 46th St 5th Floor Seattle WA 98107 Clinical Seattle - Northgate South Building 9720 4th Ave NE Seattle WA 98115 Vision Center West Olympia 1200 Cooper Point Rd SW Ste 100 Olympia WA 98502 Medical Clinic Spokane - South Hill Medical Center 4102 S Regal St Ste 101 Spokane WA 99223 Medical Center Tacoma Hear Center & Eye Care 5821 S Sprague Court Tacoma WA 98409 Audiology & Vision Center Renton Campus Glacier Building 1200 SW 27th Street Renton WA 98057 Vaccination Clinic Gig Harbor Clinic 5216 Point Fosdick Dr Gig Harbor WA 98335 Medical Clinic South Lake Union Medical Office 210 9th Ave N Seattle WA 98109 Medical Clinic Bremerton Behavioral Health Services 555 Pacific Ave Ste 202 Bremerton WA 98337 Behavioral Health Clinic Renton Campus Adams Building 2921 Naches Avenue SW Renton WA 98057 Telehealth Aki Kurose School 3928 S Graham Street Seattle WA 98122 Teen Medical Clinic Nathan Hale High School 10750 30th Avenue NE Seattle WA 98125 Teen Medical Clinic Franklin High School 3013 S Mount Baker Boulevard Seattle WA 98144 Teen Medical Clinic Interagency Academy at Columbia School 3528 S Ferdinand Street Seattle WA 98118 Teen Medical Clinic Washington Middle School 2101 S Jackson Street Seattle WA 98144 Teen Medical Clinic Seattle - Downtown Medical Center 1420 5th Ave Suite 375 Seattle WA 98101 Medical Center Renton Campus Rainier Building 2715 Naches Avenue SW Renton WA 98057 Vaccination Clinic Northpointe Medical Offices 9631 N Nevada St Ste 100/200 Spokane WA 99218 Clinical Tacoma Behavioral Health Services 4301 S Pine St Tacoma WA 98409 Behavioral Health Clinic Lincoln Heights Medical Office 3010 S Southeast Blvd Ste A Spokane WA 99223 Medical Clinic Seattle - Metropolitan Park East 1730 Minor Avenue Seattle WA 98101 Research Facility PART I, LINE 3c There are three distinct eligibility criteria for free and discounted care under KP's Medical Financial Assistance Policy; (1) means tested (income-based), (2) high medical expenses and (3) situations where the patient has been prequalified. Means-tested: A patient of a household income less than or equal to KFH's means testing criteria as a percentage of the federal poverty guidelines (FPG) is eligible for free care. Note: Assets are not used in eligibility determination. High medical expenses: A patient of any household income level with incurred out-of-pocket medical and pharmacy expenses for eligible services over a 12-month period greater than or equal 10% of annual household income is eligible for financial assistance. Prequalification: A patient is presumed to meet the program eligibility criteria and is not required to provide personal, financial, and other information to verify financial status when the patient: 1. Is enrolled in a community program to which patients have been referred and prequalified through (1) federal, state, or local government, (2) a partnering community-based organization, or (3) at a KFH sponsored community health event, or 2. Is enrolled in a KP community benefit program designed to support access to care for low-income patients and prequalified by designated KFH/HP personnel, or 3. Is enrolled in a credible means-tested health coverage program (e.g., Medicare low-income subsidy program), or 4. Was granted a prior medical financial assistance award within the last 30 days. PART I, LINE 7, PERCENT OF TOTAL EXPENSE The losses attributed to providing charity care (medical financial assistance and charitable health coverage) and participation in select government or community sponsored health coverage programs are calculated using a cost-based methodology for patients in those programs. The cost-based loss is generated through the standard systems used to report on market segments for KFHP/KFH's commercial business lines. PART III, LINE 9B, COLLECTION POLICY When a patient/guarantor indicates an inability to pay (Charity Care), the patient/guarantor will be evaluated for charity care in accordance with established criteria outlined in the medical financial assistance (MFA) program. In addition, outside collection agencies will cancel and return on a retrospective basis any accounts that either would have qualified or now qualify for charity care according to the criteria outlined in the MFA program. PART VI, LINE 2, NEEDS ASSESSMENT Kaiser Foundation Health Plan of Washington hospital is required to conduct a community needs assessment every three years. The assessments may be conducted individually by each hospital or in collaboration with other hospitals, community-based agencies, and public service organizations. Each needs assessment provides a summary of the needs assessment process undertaken including the methodologies and data sources utilized, individuals and organizations consulted, a complete listing of the needs identified, and description of the method used to prioritize needs for inclusion in the individual community benefit plans. The most recent needs assessments were completed in 2022. PART VI, LINE 3, PATIENT EDUCATION FOR ELIGIBILITY FOR ASSISTANCE Information regarding assistance is available throughout the facilities to all patients. Information regarding the availability of Kaiser Permanente's Medical Financial Assistance Program (MFAP) is posted in the emergency departments and admitting areas of all Kaiser Permanente hospitals. The posted information contains contact information for further assistance. Kaiser Permanente admission and discharge staff are also a source of information for patients that express financial hardship or request medical financial assistance. The staff can provide a copy of the financial assistance policy summary, program application, or connect a patient with a financial counselor who can assist patients in determining eligibility for government programs or the MFAP. Patient discharge packets also include a copy of the MFAP policy summary. In addition, MFAP information, including the policy, policy plain language summary and application, can also be found on the publicly accessible KP medical financial assistance website. All patient billing statements include information that financial assistance is available as well as where to get additional information or assistance. The MFAP policy plain language summary is also included with the first hospital billing statement to all patients. Additionally, if patients are referred to bad debt collections, prior to performing extraordinary collections actions, the patient receives notification that financial assistance is available. The program policy, policy plain language summary, and application are available without charge in English as well as all the languages that meet the limited English proficiency population criteria (lesser of 1,000 individuals or 5% of the community). Languages supported include, but are not limited to Spanish, Chinese, Japanese, Korean, Laotian, Tagalog, Russian, Farsi and Vietnamese. PART VI, LINE 4, COMMUNITY INFORMATION The communities we serve are diverse and include both less populous and densely populated cities and counties. Our communities are diverse in many ways including income, rate of uninsured, high school graduation and limited English proficiency. Our facilities and the people who work within them are located within and are part of our communities. In Washington, Kaiser Foundation Health Plan of Washington owns and operates Central Hospital located in the city of Seattle. Total population in area (mil)***; 5.7 Median Household Income****; $81,995 Below 100% FPL*; 8.9% w/o public or private health ins*; 5.5% Limited English Proficiency*; 3.9% On-time High school graduation rate**; 85.4% Unemployment Rate (%)***; 5.6% * US Census Bureau, American Community Survey: 2016-2020 ** US Department of Education *** ESRI via Kaiser Permanente Utility for Care Data Analysis, 2021 **** Kaiser Permanente Quality Data, Analytics & Reporting, ESRI 2021, Household-Weighted Median of Household Income Medians for the Block Groups in KP's Regional Service Areas As the nation's largest nonprofit integrated health care organization, Kaiser Permanente is mission driven to improve health and well-being in the communities we serve and committed to shaping the future of health care. Kaiser Permanente is dedicated to care innovations, clinical research, health education and the support of community health. KFHP WA is committed to the belief that good health is a fundamental right shared by all, and we recognize that good health extends beyond the doctor's office and the hospital. Like our approach to medicine, our work in the community takes a prevention-focused, evidence-based approach. We go beyond traditional corporate philanthropy or grant-making to leverage financial resources with medical research, physician expertise, and clinical practices. Historically, we have focused our investments in three areas-health access, healthy communities, and health equity to address critical health issues in our communities. For many years, we have worked collaboratively with other organizations to address serious public health issues, improve conditions for health in our communities, advance health, and drive affordability across the nation. We have conducted Community Health Needs Assessments (CHNA) to better understand each community's unique needs and resources. The CHNA process informs our community investments and helps us develop strategies aimed at making long-term, sustainable change-and it allows us to deepen the strong relationships we have with other organizations that are working to improve community health. The KFHP/KFH board has a standing community benefit committee of the boards of directors to oversee the program-wide community benefit program. Kaiser Permanente also has a national executive of KFHP and KFH to lead Kaiser Permanente's community benefit program. PART VI, LINE 5, PROMOTION OF COMMUNITY HEALTH Kaiser Foundation Health Plan of Washington's (KFHP WA) principal purpose is to provide hospital, medical, and surgical care, including emergency services, extended care and home health care to members of the public without regard to age, sex, race, religion or national origin, or to the individual's ability to pay. KFHP WA shares the Kaiser Permanente mission, of providing affordable high-quality health care to our members, and improving the health of our members and the communities we serve. KFHP WA general community benefits include: I. Emergency departments -KFHP WA operates full-time emergency departments in its licensed hospitals. Emergency medical services are available to all individuals regardless of their ability to pay. II. Care provided to all patients - Hospital care is provided to individuals with health care coverage from any private or government-sponsored health plan, insured and uninsured referrals from safety net and other public health partnerships, and uninsured patients admitted through the emergency department. III. Open medical staff privileges - Staff privileges in the hospitals are available to community practitioners who are not affiliated with a Permanente Medical Group. IV. Reinvestment of Surplus Revenues - KFHP pays KFH for hospital services and surplus revenues are reinvested in the furtherance of the exempt purpose, for capital replacement or expansion of facilities and equipment, debt amortization, improvement in patient care and services, and other community benefit services including charity care, medical education, and research. KFHP WA believes it is our responsibility as a health care provider to minimize our environmental impact. We know one way to improve the health of the people who live in the communities we serve is by improving their environmental conditions. We also prioritize partnerships with others to develop policies and systems that strengthen community health and protect the environment. Through innovations in energy use, construction and building strategies, supply chain, food systems, finance, and clinical practice that promote community health, we are leading the health care sector in reducing environmental contributors to disease and illness. We have, and will continue to, set ambitious goals to drive both internal and sector-wide action. We prioritize reducing greenhouse gas emissions to lower our carbon footprint and lower the climate impact on the health of the communities we serve. KFHP WA believes that the race to halting climate change is a collaborative one. We prioritize building partnerships and support organizations with shared goals and incentives for combating the causes of a changing climate. We are focused on changing the narrative by putting health at the center of climate change. Kaiser Permanente's mission reflects our belief that where and how people live has a meaningful impact on their health and wellbeing. We will continue to work to improve the conditions for health and equity in the communities we serve by addressing the root causes of health, such as economic opportunity, affordable housing, health and wellness in schools and a healthy environment. We do this by listening to our communities, ensuring health access, shaping policy, making systems change and advancing the future of community health through innovation. ensuring health access, shaping policy, making systems change and advancing the future of community health through innovation. PART VI, LINE 6, AFFILIATED HEALTH CARE SYSTEM Kaiser Foundation Health Plan of Washington (KFHP-WA) is committed to helping shape the future of health care. We are recognized as one of America's leading health care providers and not-for-profit health plans. Founded in 1945, Kaiser Permanente has a mission to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. We currently serve more than 12 million members in eight states and the District of Columbia. Care for members and patients is focused on their total health and guided by their personal Permanente Medical Group physicians, specialists and team of caregivers. Our expert and caring medical teams are empowered and supported by industry-leading technology advances and tools for health promotion, disease prevention, state-of-the-art care delivery, and world-class chronic disease management. KFHP-WA is dedicated to care innovations, clinical research, health education and the support of community health. KFHP-WA has an exclusive contract with Washington Permanente Medical Group (WPMG) a group practice with more than 1,400 physicians, physician assistants, optometrists, midwives and psychologists in Washington state. WPMG is not under common governance or control with KFHP-WA, but the two organizations collaborate to serve the community. Both KFHP-WA and WPMG staff participate as faculty and preceptors for residency and health professionals training programs. In addition to the operation of a family practice residency program (for which WPMG clinicians serve as faculty) and an optometry residency in 2 medical center locations, KFHP-WA and WPMG participate in the training of over a dozen medical specialties and an additional 20+ mid-level and non-physician training programs, including those for critical shortage professions such as nursing, physical therapy and pharmacy. The residency program includes clinical training and the provision of medical care for homeless youth as well as for some of the free clinics in King County. In addition to the above-mentioned programs in Washington state, in 2022, KFHP-WA and WPMG clinicians and staff volunteered medical services to homeless shelters, community clinics and other relief efforts in the U.S. and around the world. Physician and non-physician leaders at WPMG also contribute to the dissemination and community-wide practice of evidence-based medicine and outcomes improvement by sharing clinical guidelines, quality improvement efforts and protocols related to shared decision-making and other patient engagement tools, lean process improvements in clinical care, the medical home team-based care model, the chronic care model, and other care innovations. PART VI, LINE 7, STATE FILING OF COMMUNITY BENEFIT REPORT THIS QUESTION IS NOT APPLICABLE. true 501 Commons 1200 12th Ave S 1101 Seattle WA 98144 943089631 501(c)(3) 29550 Grantwriting Technical Assistance For Advancing He Ace Academy 3120 Rainier Ave S Seattle WA 98144 812983424 501(c)(3) 151163 Fame Game Alliance For A Healthier Generation Inc 1028 Se Water Ave 215 Portland OR 97214 272028308 501(c)(3) 132000 Achieving A Healthier Generation Through Thriving Alliance For Education 509 Olive Way 500 Seattle WA 98101 911508191 501(c)(3) 6000 General Operating Support Altarum Institute 3520 Green Ct 300 Ann Arbor MI 48105 381983442 501(c)(3) 472232 Research Subrecipient American Indian Community Center 1025 W Indiana Ave Spokane WA 99205 910822523 501(c)(3) 6709 Listening Session For Bipoc Youth And Young Adults American Indian Health Commission 808 N 5th Ave Sequim WA 98382 470922046 501(c)(3) 41000 Enhancing Capacity And Development To Address Ai/A Ancient Cedars 6086 Ne Wee Wun Way Suquamish WA 98392 874282834 501(c)(3) 148830 Leadership Education Empowerment Program For Youth Angels For Angels 12704 8th Ave Sw Burien WA 98146 275180670 501(c)(3) 10000 General Operating Support Arts Impact 1911 Sw Campus Dr393 Federal Way WA 98023 834390508 501(c)(3) 119616 Native Voices Asia Pacific Cultural Center 4851 S Tacoma Way Tacoma WA 98409 911854410 501(c)(3) 161000 Aanhpi Youth Mental Health Project Asian Counseling And Referral Service 3639 Ml King Jr Way S Seattle WA 98144 910916176 501(c)(3) 180864 Spokane Asians/Asian Americans (A/Aa) Community Ca Association Of Washington 1021 8th Ave Se Olympia WA 98501 910891029 501(c)(6) 20000 Wellness Partner Baylor Research Institute 301 N Washington Ave Dallas TX 75246 751921898 501(c)(3) 77609 Research Subrecipient Bethel School District 403 516 176th St E Spanaway WA 98387 910832829 Government 5300 Workforce Mental Health Committee - Staff Wellness Boston Medical Center Corporation Harrison Ave Fl 2 Boston MA 02118 043314093 501(c)(3) 69916 Research Subrecipient Boston University Po Box 28763 New York NY 10087 042103547 501(c)(3) 41090 Research Subrecipient Brd Of Rgnts Unvrsty Of Wi System 21 N Park St 6301 Madison WI 53715 371625460 501(c)(1) 71582 Research Subrecipient Brigham And Womens Hospital Inc Po Box 3149 Boston MA 02241 042312909 501(c)(3) 31628 Research Subrecipient Building Changes 1200 12th Ave S 1200 Seattle WA 98144 911410450 501(c)(3) 75000 Partnership For Zero Carl Maxey Center 3114 E 5th Ave Spokane WA 99202 824396555 501(c)(3) 64999 Black Business Support Team Chads Legacy Project Po Box 16689 Seattle WA 98116 813696910 501(c)(3) 25000 Washington State Mental Health Summit Chief Leschi Schools 5625 52nd St E Puyallup WA 98371 911597976 Government 24500 A Blueprint To Equitable Youth & Family Food Secur Childrens Hospital Medical Center 3333 Burnet Ave Cincinnati OH 45229 310833936 501(c)(3) 23315 Research Subrecipient City Year Inc 287 Columbus Ave Boston MA 02116 222882549 501(c)(3) 7500 General Operating Support Cjk Community Homes 2367 Tacoma Ave S 215 Tacoma WA 98402 850591204 501(c)(3) 23723 Rent Reporting Implementation Community Credit Lab 450 Alaskan Way S 200 Seattle WA 98104 841899948 501(c)(3) 100000 Equitable And Affordable Lending Programs To Build Community Health Worker Coalition For Migrants & R 24315 89th Pl W Edmonds WA 98026 832266657 501(c)(3) 11000 Listening Sessions To Guide A Mental Health And We Crisis Clinic 2901 3rd Ave 100 Seattle WA 98121 910773187 501(c)(3) 25000 General Operating Support Dare2be Project Po Box 1534 Renton WA 98057 833590168 501(c)(3) 150000 Achieving Health Equity And Food Justice: General Dartmouth-hitchcock Clinic 1 Medical Center Dr Lebanon NH 03756 222519596 501(c)(3) 20604 Research Subrecipient Duke University Po Box 90847 Durham NC 27708 560532129 501(c)(3) 62694 Research Subrecipient Essentia Institute Of Rural Health 502 E 2nd Street Duluth MN 55805 271291124 501(c)(3) 212061 Research Subrecipient Familyworks Po Box 85420 Seattle WA 98145 911757277 501(c)(3) 64932 School-based Family Resource Centers At Seattle Pu Feed Seven Generations 3156 Garfield St Enumclaw WA 98022 822874353 501(c)(3) 86445 Feeding Future Generations Feeding Feasible Feasts 1509 97th Avenue Ct E Edgewood WA 98371 853289326 501(c)(3) 119818 Breaking Down Barriers To Food Access Franklin Pierce School District No 402 315 129th St S Tacoma WA 98444 916014726 Government 56200 Farming Land, Self, And Community At The Farm At F Fred Hutchinson Cancer Research Ctr 1100 Fairview Ave N Seattle WA 98109 237156071 501(c)(3) 56505 Research Subrecipient Gapps 19009 33rd Ave W 200 Lynnwood WA 98036 814625437 501(c)(3) 164329 Research Subrecipient Geisinger Clinic 100 North Academy Ave Danville PA 17822 236291113 501(c)(3) 23368 Research Subrecipient Georgia State University Po Box 3999 Atlanta GA 30302 581845423 Government 38860 Research Subrecipient Harvard Pilgrim Health Care Inc 401 Park Drive 401 Boston MA 02215 042452600 501(c)(3) 119140 Research Subrecipient Healthpartners Institute 8170 33rd Avenue S Minneapolis MN 55440 411670163 501(c)(3) 59266 Research Subrecipient Henry Ford Health System One Ford Place Detroit MI 48202 381357020 501(c)(3) 216646 Research Subrecipient Hispanic Business Professional 308 W 1st Ave Spokane WA 99201 743200153 501(c)(3) 150000 Luna (Latinos United In Action) - Youth Mental Wel Hispanic Scholarship Fund 1411 W 190th St 700 Gardena CA 90248 521051044 501(c)(3) 35000 2023-24 KP/Hsf Partnership, Po - Grants Splits Wit Hopelink 8990 154th Ave Ne Redmond WA 98052 910982116 501(c)(3) 25000 Financial Capability Program Expansion Icahn School Of Medicine At Mount Sinai 1 Gustave L Levy Pl New York NY 10029 136171197 501(c)(3) 6683 Research Subrecipient Indiana University 720 Eskenazi Ave Indianapolis IN 46202 356001673 Government 999520 Research Subrecipient Institute For Accountable Care 2001 L St Nw 500 Washington DC 20036 822461803 501(c)(3) 34781 Research Subrecipient Institute For Family Health 2006 Madison Ave New York NY 10035 133273402 501(c)(3) 513140 Research Subrecipient Kitsap Community Foundation Po Box 3670 Silverdale WA 98383 943205217 501(c)(3) 24500 Kitsap Racial Equity And Empowerment Fund Living Well Kent 10605 Se 240th St Unit 232 Kent WA 98031 814451307 501(c)(3) 150000 Youth Wellness In South King County March Of Dimes Inc 1550 Crystal Dr 1300 Arlington VA 22202 131846366 501(c)(3) 10000 General Operating Support Medical University Of South Carolina Fdn 18 Bee Street Charleston SC 29425 576028985 501(c)(3) 43042 Research Subrecipient Memorial Sloan Kettering Cancer Center 885 2nd Ave Fl 8 New York NY 10017 352464610 501(c)(3) 34446 Research Subrecipient Montana State University Po Box 172470 Bozeman MT 59717 816010045 Government 5525 Research Subrecipient Muslim Association Of Puget Sound 17550 Ne 67th Ct Redmond WA 98052 204423661 501(c)(3) 24999 Coordinating Afghan Legal Services In Wa N CA Institute For Research & Education 4150 Clement St San Francisco CA 94121 943084159 501(c)(3) 52968 Research Subrecipient Naah Illahee Fund 1620 18th Ave 101 Seattle WA 98122 050630992 501(c)(3) 95225 Grant Review Nami Washington 1107 Ne 45th 330 Seattle WA 98105 911689067 501(c)(3) 195345 Advancing Mental Health Education For And About Yo Northwestern University 633 Clark Street Evanston IL 60208 362167817 501(c)(3) 18959 Research Subrecipient Nw Childrens Foundation 2100 24th Ave S 320 Seattle WA 98144 911314318 501(c)(3) 10000 General Operating Support NW Healthcare Response Network 1000 Oakesdale Sw 140 Renton WA 98057 463002271 501(c)(3) 80000 General Operating Support Our Sisters House 708 Broadway 310 Tacoma WA 98402 911650772 501(c)(3) 137565 B.I.A.S. & Media- Black Folk. Indigenous Knowledge Palo Alto Medical Foundation Po Box 255448 Sacramento CA 95865 941156581 501(c)(3) 66664 Research Subrecipient Players Philanthropy Fund 1122 Kenilworth Dr 201 Towson MD 21204 276601178 501(c)(3) 125000 General Operating Support Grant For The Bipoc Heal Project Access Northwest 200 Broadway 202 Seattle WA 98122 204377921 501(c)(3) 200000 Specialty Care Coordination Rand Corporation 1776 Main Street Santa Monica CA 90407 951958142 501(c)(3) 73611 Research Subrecipient Regents of the University of Colorado 1800 Grant Street Denver CO 80203 846000555 Government 10117 Research Subrecipient Regents of the University of Michigan 3003 S State St Ann Arbor MI 48109 386006309 Government 118659 Research Subrecipient Regents Of The University Of California 1855 Folsom 425 San Francisco CA 94103 952226406 Government 613685 Research Subrecipient Regents Unvrsty Of Ca Riverside 900 University Rm 1111 Riverside CA 92521 956006142 Government 289759 Research Subrecipient Schools Out Washington 801 23rd Ave S A Seattle WA 98144 460809713 501(c)(3) 37800 Youth Organizers Of Mental Health Education (Yohme Seattle Center Foundation 305 Harrison St Seattle WA 98109 911003385 501(c)(3) 274999 2023 & 2024 Seattle/King County Clinic Seattle Childrens Bioethics Conference 4800 Sand Point Way Ne Seattle WA 98105 910564748 501(c)(3) 2748612 Research Subrecipient Seattle Indian Health Board 611 12th Ave S Seattle WA 98144 910869056 501(c)(3) 12500 General Operating Support Seiu Healthcare 1199NW Multi-Employer Fund 15 S Grady Way 321 Renton WA 98057 800377196 501(c)(3) 426570 Healthcare Career Pathway Expansion And Sustainabi Solid Ground Washington 1501 N 45th St Seattle WA 98103 237421892 501(c)(3) 27999 Working Families Tax Credit Coalition To Support E Somali Health Board 625 Strander Blvd B Tukwila WA 98188 465114580 501(c)(3) 9807 Somali Youth Listening Session Spokane County United Way 920 N Washington St 100 Spokane WA 99201 910606058 501(c)(3) 175000 Built For Zero Spokane Public Schools 200 N Bernard St Spokane WA 99201 916001582 Government 24500 Staff Retention And Capacity Building With Trauma Spokane Regional Health District 1101 W College Ave Spokane WA 99201 911527532 Government 10000 2022 Spokane County Quality Of Life Survey St Louis University 1 North Grand Blvd St Louis MO 63103 430654872 501(c)(3) 12222 Research Subrecipient Sutter West Bay Hospitals 633 Folsom St Fl 2 San Francisco CA 94107 946187756 501(c)(3) 212965 Research Subrecipient Swedish Health Services Po Box 35146 Seattle WA 98124 910433740 501(c)(3) 63103 Research Subrecipient Tabor 100 7100 Fort Dent Way 100 Tukwila WA 98188 912013635 501(c)(3) 25000 Tabor 100 Cares: Community Development Tacoma Urban League 2550 Yakima Ave Unit A Tacoma WA 98405 910826302 501(c)(3) 50150 Black Empowerment Center - Small Business Support Teamchild 1225 S Weller St 420 Seattle WA 98144 911930194 501(c)(3) 11450 Community-led Mental Health Listening Session The Trust For Public Land 101 Montgomery 900 San Francis CA 94104 237222333 501(c)(3) 300000 Tacoma Green Schoolyards Thurston County Chamber Of Commerce 809 Legion Way Se Olympia WA 98501 911543494 501(c)(6) 25000 Thurston Unite Us Referral And Networking Platform Treehouse 2100 24th Ave S 200 Seattle WA 98144 911425676 501(c)(3) 140000 Economic Opportunity And Wellbeing For Youth Who H Tribal Technology Training 4730 University Ne 104 Seattle WA 98105 821045375 501(c)(3) 29999 T3 Native Financial Empowerment Training Program Trustees Of Columbia University 722 W 168th St New York NY 10032 911859360 501(c)(3) 104261 Research Subrecipient Trustees Of Purdue University 23510 Network Pl Chicago IL 60673 852621478 501(c)(3) 27460 Research Subrecipient Tubman Center For Health & Freedom 3518 S Edmunds St Seattle WA 98118 851543325 501(c)(3) 98000 Design, Documentation & Evaluation Of A Transforma Tufts Medical Center Inc 800 Washington St 453 Boston MA 02111 270440772 501(c)(3) 40771 Research Subrecipient United Negro College Fund Inc 701 5th Ave 3545 Seattle WA 98104 131624241 501(c)(3) 35000 KP Health Equity Scholarship Program, Po - Grants United Way Of King County 720 2nd Ave Seattle WA 98104 910565555 501(c)(3) 174466 Fuel Your Future Campaign United Way Of Pierce County 1501 Pacific Ave Tacoma WA 98402 910650669 501(c)(3) 324805 Center For Strong Families University of Pittsburgh 4200 Fifth Ave Pittsburgh PA 15260 250965591 Government 81309 Research Subrecipient University of Washington 1410 NE Campus Parkway Seattle WA 98195 916001537 Government 6396249 Research Subrecipient University of Washington Foundation 407 GERBERDING HALL Seattle WA 98195 943079432 501(c)(3) 104082 Assessing The Landscape Of Washington School Nurse University Of Colorado Denver 2601 E Colorado Ave Denver CO 80208 840404231 Government 151608 Research Subrecipient University Of Massachusetts 181 Presidents Drive Amherst MA 01003 043167352 Government 60332 Research Subrecipient University Of Miami 1320 S Dixie Hwy150 Coral Gables FL 33146 590624458 501(c)(3) 34452 Research Subrecipient University Of New Mexico 1 University Albuquerque NM 87131 850275408 Government 59448 Research Subrecipient University Of North Carolina Jksn Hll Cmps Bx 2200 Chapel Hill NC 27599 591711424 Government 11040 Research Subrecipient University Of Pennsylvania 3451 Walnut St Philadelphia PA 19104 231352685 501(c)(3) 209688 Research Subrecipient University Of Texas Southwestern Po Box 845347 Dallas TX 75284 756002868 Government 134982 Research Subrecipient Urban League Of Metropolitan Seattle 105 14th Ave 200 Seattle WA 98122 910575954 501(c)(3) 70000 Ulms Entrepreneurship Community Collaboration Wa Therapy Fund Foundation 4501 15th Ave S 102 Seattle WA 98108 852607648 501(c)(3) 262500 Wtff Youth Wellness Washington Alliance For Better Schools 18560 1st Avenue Ne Shoreline WA 98155 911698851 501(c)(3) 171000 Access Stem Program And Natural Leaders Program Washington Association Of School 284 Lee St Sw 102 Tumwater WA 98501 910989106 501(c)(3) 10000 General Operating Support Washington Poison Center 155 Ne 100th St 100 Seattle WA 98125 943214597 501(c)(3) 20000 Poison Center Telehealth Support Of Community Need Washington School-based Health Alliance Po Box 16035 Seattle WA 98116 450937382 501(c)(3) 133000 Expanding And Improving School-based Health Care I Washington University School Po Box 60352 St Louis MO 63160 430653611 Government 84922 Research Subrecipient Weill Medical College Of Cornell Po Box 22371 New York NY 10087 131623978 501(c)(3) 136961 Research Subrecipient Within Reach 155 Ne 100th St 500 Seattle WA 98125 911443685 501(c)(3) 100000 General Operating Your Money Matters 12113 Se 304th Ct Tacoma WA 98092 823618832 501(c)(3) 19500 Bipoc Youth & Young Adults Grant Review Training 117 3 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANTS AT THE END OF THEIR FUNDING CYCLE, GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT WHICH DELINEATES ACCOMPLISHMENTS RELATED TO STATED OBJECTIVES. LARGER GRANTS (TYPICALLY OVER $100,000) MAY REQUIRE QUARTERLY PROGRESS REPORTS. true true false false false false false true false Gregory Adams Chairman & CEO 0 2047443 0 10474474 0 1319774 0 -174968 0 30727 0 13697450 0 3911483 Kimberly Horn EVP, Group President, MOC 0 1082278 0 1485441 0 5367138 0 -55947 0 32066 0 7910976 0 5314752 Arthur Southam EVP, Health Plan Ops & CGO 0 1230780 0 3936502 0 597583 0 -191552 0 33341 0 5606654 0 919210 Kathryn Lancaster EVP & Chief Financial Officer 0 1228774 0 3936502 0 560973 0 -235465 0 18889 0 5509673 0 916667 Mark Zemelman SVP, General Counsel & Secy 0 339902 0 3880962 0 880644 0 41523 0 20345 0 5163376 0 124044 Susan Mullaney Regional President - WA 0 224049 0 2240007 0 1766026 0 -197516 0 10046 0 4042612 0 1334452 Janet Liang EVP, Group President & COO 0 1226839 0 2031076 0 2175382 0 -1473584 0 35381 0 3995094 0 2124667 Vanessa Benavides SVP,Chief Legal Officer & Secy 0 687727 0 726916 0 52260 0 189045 0 18731 0 1674679 0 0 Andrew Bindman EVP, Chief Medical Officer 0 734422 0 463892 0 29138 0 297518 0 28891 0 1553861 0 0 Thomas Meier SVP, Corporate Treasurer 0 568446 0 904341 0 141918 0 -116603 0 26517 0 1524619 0 107580 Alfonse Upshaw SVP,Corporate Controller & CAO 0 523570 0 537804 0 40060 0 -13649 0 25760 0 1113545 0 0 Donald Orndoff SVP, NFS 0 480731 0 482522 0 145042 0 -64998 0 31518 0 1074815 0 0 Ronald Vance Interim Regional President 0 937500 0 0 0 0 0 0 0 0 0 937500 0 0 Ann Allen VP, COO 0 460075 0 33430 0 96876 0 185988 0 24765 0 801134 0 17183 Jennifer Graves VP, Quality, Safety & Rgnl CNE 0 383735 0 225110 0 19270 0 73525 0 10695 0 712335 0 0 Rebecca Williams Interim CFO 0 362383 0 168056 0 65984 0 87889 0 27122 0 711434 0 0 Ryan Jenson Interim Corp Controller & CAO 0 305299 0 203216 0 151168 0 -22147 0 27526 0 665062 0 0 Alicia Eng VP, Clinical Operations 0 337035 0 166976 0 37705 0 106050 0 16075 0 663841 0 0 Eric Larson Sr Investigator 134554 0 147311 0 300186 0 20833 0 8712 0 611596 0 0 0 Rita Mangione-Smith VP,Resch/Healthcare Innovation 0 380833 0 108802 0 19273 0 74555 0 20335 0 603798 0 0 Kristanne Greco VP, PR, Commns & Brand Mgmt 0 338695 0 204092 0 23382 0 2778 0 23882 0 592829 0 0 Pamela Warren VP, HPSA - WA 0 335769 0 158445 0 20250 0 6504 0 18515 0 539483 0 0 Alacia Broussard VP, Contracting Strategy 0 333072 0 75633 0 17792 0 45942 0 31206 0 503645 0 0 Todd Hesse VP, MSBD 0 292851 0 60263 43 18724 0 66739 0 18431 43 457008 0 0 Shawna Sweeney Assistant Secretary 0 285204 0 104653 0 17568 0 13022 0 26970 0 447417 0 0 Karen Schartman VP, CFO & Strategy - WA 0 134612 0 347772 0 85155 0 -171153 0 5424 0 401810 0 0 Laurie Guariglia VP, Business Info Officer - WA 0 100579 0 109645 0 99436 0 7492 0 12664 0 329816 0 87803 Hong-Sze Yu VP, Brd & Corp Gov & Asst Secy 0 293512 0 158442 0 20021 0 -141683 0 28169 0 358461 0 0 Margaret E Porfido JD Director 17500 278000 0 0 0 21630 0 -14562 0 0 17500 285068 0 0 Ramon F Baez Director 17500 251500 0 0 0 13762 0 -5847 0 0 17500 259415 0 0 Judith A Johansen JD Director 15500 279900 0 0 0 3292 0 -27376 0 0 15500 255816 0 0 Janet O'Hollaren VP, COO 0 0 0 154635 0 20002 0 0 0 0 0 174637 0 14567 Maryann Bodayle Assistant Secretary 0 175247 0 18737 0 2271 0 -34504 0 10379 0 172130 0 0 Joseph Smith VP, MSBD 0 0 0 106742 0 64811 0 -239761 0 0 0 -68208 0 64811 SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION 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 OF A RELATED ORGANIZATION. SCHEDULE J, PART I, LINE 4A Mark Zemelman $465,099 Susan Mullaney $718,000 Eric Larson $252,547 LISTED PERSONS PARTICIPATED IN SEPARATION ARRANGEMENTS. DEPENDING ON POSITION LEVEL, TENURE, AND SEPARATION REASON, BENEFITS PAYABLE UNDER THESE ARRANGEMENTS PROVIDE FOR PAY AND HEALTH BENEFITS CONTINUATION PLUS PAYMENT OF ACCRUED OBLIGATIONS. IN ADDITION, FOR SOME OF THE LISTED PERSONS, BENEFITS PAYABLE INCLUDE PRORATED INCENTIVE AWARDS FOR PERFORMANCE PERIODS NOT YET ENDED. NONE OF THE LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO CHANGE-OF-CONTROL PAYMENTS. SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Gregory Adams $1,189,653 Kimberly Horn 5,314,752 Arthur Southam 536,824 Kathryn Lancaster 500,214 Mark Zemelman 371,550 Susan Mullaney 973,874 Janet Liang 2,124,667 Thomas Meier 89,053 Donald Orndoff 110,897 Karen Schartman 77,078 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE. SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO SOME OF THE PERSONS LISTED. PAYMENTS WERE MADE UNDER DISCRETIONARY BONUS PROGRAMS AND INCENTIVE PLANS, BASED ON ATTAINMENT OF ORGANIZATIONAL PERFORMANCE GOALS AND INDIVIDUAL PERFORMANCE, DESIGNED TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE HIGH-QUALITY, AFFORDABLE CARE AND IMPROVE THE HEALTH OF ITS MEMBERS AND THE COMMUNITIES IT SERVES. THE PLANS' ORGANIZATIONAL PERFORMANCE GOALS INCLUDED: QUALITY OF CARE AND SERVICE, MEMBERSHIP GROWTH, OPERATING INCOME, PER MEMBER EXPENSE TREND, AND COMMUNITY BENEFIT. PLAN DESIGNS, PERFORMANCE, AND PAYOUT LEVELS, AS WELL AS INDIVIDUAL PAYMENTS TO CERTAIN PERSONS, WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED OF INDEPENDENT DIRECTORS. SCHEDULE J, PART II, SECTION A, COLUMN F AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN F INCLUDE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION, AS WELL AS DISTRIBUTIONS FROM A 457(B) PLAN THAT WERE PREVIOUSLY REPORTED AS REPORTABLE COMPENSATION IN ACCORDANCE WITH FORM 990 INSTRUCTIONS. SCHEDULE J, PART II, COLUMN C THE ACTUARIAL VALUE FOR THE MAJORITY OF INDIVIDUALS' DEFINED BENEFIT PLAN DECLINED IN 2022, RESULTING IN NEGATIVE COMPENSATION FOR CERTAIN EXECUTIVES. THE ACTUARIAL INCREASE OR DECREASE IN VALUE MAY CHANGE FOR VARIOUS REASONS, INCLUDING CONTINUED SERVICE, AGE, AND CHANGES IN ASSUMPTIONS. THE DECLINE IN ACTUARIAL VALUE OF BENEFITS DURING 2022 IS PRIMARILY DUE TO SIGNIFICANT INCREASE IN MARKET INTEREST RATES, RESULTING IN LOWER PRESENT VALUE OF BENEFITS COMPARED TO THE PRIOR YEAR. THE ACTUAL DOLLARS RECEIVED FROM THE DEFINED BENEFIT PLAN UPON RETIREMENT ARE NOT AFFECTED BY THE INTEREST RATE INCREASES. CERTAIN BOARD MEMBERS ARE ELIGIBLE FOR A RETIREE MEDICAL BENEFIT FOLLOWING RETIREMENT FROM THE BOARD. THE ACTUARIAL INCREASE OR DECREASE IN VALUE MAY CHANGE FOR VARIOUS REASONS, INCLUDING CONTINUED SERVICE, AGE, AND CHANGES IN ASSUMPTIONS, RESULTING IN NEGATIVE VALUES IN COLUMN (C) IN SOME INSTANCES. FORM 990, PART VII, SECTION A, LINE 5 RONALD VANCE RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION, ALVAREZ & MARSAL HOLDINGS, LLC. THERESA DIEMOND FAMILY MEMBER OF OFFICER 112430 COMPENSATION false FORM 990, PART III, LINE 4A-D EXEMPT PURPOSE ACHIEVEMENTS I. Introduction A. About Kaiser Permanente Founded in 1945, Kaiser Permanente is recognized as one of America's leading health care providers and nonprofit health plans. We currently serve 12.6 million members in 8 states and the District of Columbia. We were created to meet the challenge of providing American workers with medical care during the Great Depression and World War II, when most people could not afford to go to a doctor. Since our beginnings, we have been committed to helping shape the future of healthcare. Kaiser Permanente exists to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. Kaiser Permanente's integrated health care model means we seamlessly provide care and coverage together with a wide range of services under one roof, whether in a Kaiser Permanente medical office or hospital, or at a contracted facility. Care for members and patients is focused on their total health and guided by their personal Permanente Medical Group physicians, specialists, and team of caregivers. Our expert and caring medical teams are empowered and supported by industry-leading technology advances and tools for health promotion, disease prevention, state-of-the-art care delivery, and world-class chronic disease management. Kaiser Permanente is dedicated to care innovations, clinical research, health education, and the support of community health. B. Kaiser Permanente's Approach to Community Health At Kaiser Permanente, we recognize that where we live, work, learn, and play has a big impact on our health and well-being. We are driven by our mission to improve the health of our members and the communities we serve. To be our healthiest we need more than high-quality medical care - we need to improve the conditions for health and equity in the communities we serve. This means addressing all the factors that affect health, such as having a safe place to live, enough money to pay the bills, access to healthy meals, and meaningful social connections. Kaiser Permanente is accelerating efforts to broaden the scope of our work - and ultimately create healthier, more equitable communities for all. C. Kaiser Permanente's Total Contribution Kaiser Permanente provided $2.8 billion in 2022 to improve the health of our communities. The amounts attributable to Kaiser Foundation Health Plan of Washington is $90.9 million as follows: - Financial Assistance at cost - $22 million - Medicaid - $43.5 million - Community health improvement services and community benefit operations - $2.5 million - Health Professions Education - $10.3 million - Research - $8.1 million - Cash and in-kind contributions from community benefit - $4.3 million In addition to our direct spend, we also leverage assets from across Kaiser Permanente to help us achieve our mission to improve the health of communities. This "Total Health" strategy includes our widely recognized activities around supplier diversity, socially responsible investing and environmental stewardship. II.Health Access Ensuring health access means serving those most in need of health care through Medicaid, medical financial assistance, charitable health coverage, and other forms of subsidized care and coverage. It also means connecting people with wrap-around social services, healthy meals, affordable homes, safe playgrounds, and supportive schools. For many low-income people without access to health care coverage, or for those who lose their jobs and can't maintain health care coverage, an emergency room is often the only place they receive care. At Kaiser Permanente, we're working to change that with programs that lower financial barriers by providing deeply subsidized health coverage and medical financial assistance for care. We also provide information about how to access and qualify for public programs such as Medicaid and financial assistance through the marketplace to individuals who may be eligible. Kaiser Foundation Health Plan of Washington supports the health access needs of our communities through a combination of coverage and care programs. We provide coverage to low-income populations through our participation in government programs like Medicaid and the Children's Health Insurance Programs (CHIP). Similarly, we provide care to low-income populations through two key vehicles: first, via our treatment of Medicaid and CHIP enrollees, and second, via the Medical Financial Assistance (MFA) program, which is Kaiser Permanente's traditional charity care or financial assistance program (FAP). For Kaiser Foundation Health Plan, Inc. and all of its subsidiary health plans, the main way to address health access challenges is by absorbing the cost of the coverage and care programs described above. A. Coverage Having health coverage means consistent access to comprehensive and continuous medical and preventative services for people to get and stay healthy, a much better alternative to episodic care at emergency departments. Coverage is good for the patient, good for Kaiser Permanente and good for the US overall because it helps people get and stay healthy and avoid costly hospital services. i. Coverage provided through Medicaid, CHIP and other government programs The Affordable Care Act has had a far-reaching impact on the landscape of government-sponsored programs, as these options have become a key source of health coverage for a significant portion of the US population. Kaiser Permanente has responded to this challenge by developing organizational strategies to enable individuals with low incomes to obtain and/or retain health coverage through Medicaid, CHIP or other government programs, even as their personal or financial circumstances may be changing. At the end of 2022, Kaiser Foundation Health Plan of Washington was providing care to a total of 34,000 people through its Medicaid Managed Care contracts with other health plans. B. Care To get and/or stay healthy, people need access to high quality care by providers they trust. This care must include preventative services and required medications so that people can avoid ending up in the emergency room or requiring more extensive services down the line. Kaiser Permanente helps low-income populations gain access to this type of care by leveraging the full scope of its integrated delivery system, including not only critical hospital-based services but also outpatient primary, specialty and pharmacy services. i. Care provided through Medicaid, CHIP and other government programs Kaiser Permanente provides a wide range of health care services to individuals enrolled in Medicaid, CHIP and other government programs, regardless of whether they are assigned to Kaiser Permanente or not. In addition to the individuals who received health coverage in 2022 due to Kaiser Permanente's participation in these government programs, Kaiser Foundation Health Plan of Washington also subsidized care to people who are enrolled in these programs but not formally assigned to Kaiser Foundation Health Plan. ii. Care subsidized by MFA Medical Financial Assistance program (MFA) helps low-income, uninsured, and underinsured patients receive access to care. The program provides temporary financial assistance or free care to patients who receive health care services from our providers, regardless of whether they have health coverage or are uninsured. Eligibility for financial assistance is based on financial need. In general, patients whose household income is at or below 300%, and in some regions up to 400%, of the federal poverty limit are eligible for the MFA program. Patients who are experiencing high medical expenses as compared to their income may be eligible under high medical expenses criteria, regardless of household income. The MFA program covers emergency and medically necessary health care services, pharmacy services and products, and medical supplies provided at Kaiser Permanente facilities (such as hospitals, medical centers, and medical office buildings), at Kaiser Permanente outpatient pharmacies, or by Kaiser Permanente providers. Over the course of 2022, Kaiser Foundation Health Plan of Washington subsidized care for a total of 14,600 people through the MFA program. C. Safety-Net Partnerships Safety net providers are a mix of public hospitals, community-based organizations such as federally qualified health centers, and other health care organizations. Safety-net health care providers provide care for patients who have low incomes and/or are uninsured regardless of their ability to pay. In Kaiser Permanente service areas, federally qualified health centers serve the uninsured, Medicaid, and other vulnerable populations. In addition to working families, children, the elderly, and the disabled, health centers serve students, people experiencing homelessness, people living in public housing, agricultural workers, and veterans. Strengthening the safety net advances our mission to improve the health of the communities we serve as well as our equity agenda. Our communities' most vulnerable populations, including a disproportionate number of low-income people of color, rely on the safety net for their health care needs. Our support ensures that communities have access to a strong safety net that can equitably meet patients' needs and improve health outcomes. As we continue to confront COVID-19, ensuring that low-income patients and people experiencing homelessness continue to have access to high-quality health care is more important than ever. Kaiser Foundation Health Plan of Washington awarded $725,000 of which $200,000 was paid in 2022, to Project Access Northwest (PANW) to support their Specialty Care Coordination program which serves individuals at or below 300% of the federal poverty level in Washington's King, Kitsap, and Snohomish counties. PANW plans to expand its range of specialty services and providers by creating a network of pro-bono counselors to serve individuals and families with anxiety, depression, and trauma, and other mental-emotional challenges, providing talk therapy at no cost to the client. Kaiser Foundation Health Plan of Washington also awarded $500,000 of which $250,000 was paid in 2022 to the Seattle Center Foundation in support of the Seattle/King County Clinic. The Clinic brings together healthcare organizations, civic agencies, non-profits, private businesses, and volunteers from across the State of Washington to produce an annual, large-scale, 4-day, free clinic at Seattle Center. The Clinic was created in direct response to disparities in our healthcare system, with the goal of treating the needs of racially and ethnically diverse under or uninsured populations from around the region who struggle to access services necessary to support their overall health. III.Community Health Healthy individuals need healthy communities, and healthy communities need healthy people to thrive. At Kaiser Permanente, we are working to improve the conditions for health and equity in communities by addressing the root causes of health, such as healthy food, economic opportunity, affordable housing, and safe and supportive schools. We screen patients for social factors influencing their health and help connect them to community-based resources and public benefit programs when needed. These improvements grow from our collaboration with each community to co-design and co-create solutions that truly make a positive impact. By engaging communities, our sizeable workforce, and all of our organization's considerable assets, we are working to create communities that are among the healthiest in the nation, and inspiring greater health for America and the world. A. Economic Opportunity Inclusive economic growth is critical to both individual and community health. When there is a lack of economic opportunity in communities, the prospects for upward social mobility are diminished, often resulting in poorer health and higher mortality rates for people living in those communities. By contrast, economic growth and opportunity provides individuals with jobs, income, a sense of purpose, and opportunities to improve their circumstances overtime. As a large, influential institution in our communities, Kaiser Permanente also recognizes that the way we do business can support economic opportunity in local communities through how we hire, purchase, build our facilities and partner with communities. Some ways that we're helping revitalize and grow our communities by strengthening economic opportunity include: - Providing good jobs to individuals facing barriers to employment through high-impact hiring and workforce pipeline efforts. - Pursuing a social impact investment strategy to support impact investments aimed at addressing key social issues that have a significant impact on health. - Purchasing goods and services from local minority- and women-owned businesses and encouraging good employment practices by our vendor partners. - Building new facilities with an emphasis on positive local community impact, including local construction hiring, local and diverse purchasing, healthy and sustainable design features, neighborhood revitalization, and deep community engagement. - Partnering with community organizations to grow local business capacity, increase access to good jobs, and support stable, quality, affordable housing. Kaiser Permanente is also deepening its efforts to get at the heart of inequities, addressing systemic racism, breaking cycles of trauma, and creating economic opportunities for communities that have endured decades of underinvestment. We are working with communities striving to overcome systemic and structural economic disadvantage and supporting the resiliency of businesses owned by Black and other historically underrepresented individuals. We recognize that it will require sustained efforts to increase access to business capital and build capacity for growth. Success for these communities requires intentional, long-term investment, and ongoing work to dismantle racist systems that create barriers to success. Kaiser Foundation Health Plan of Washington awarded $755,364, of which $426,570 was paid in 2022, to the SEIU 1199NW Multi-Employer Training and Education Fund. Training Fund will expand and enhance two career pathways programs to prepare underrepresented minorities and underserved communities for careers in healthcare. These efforts will be in partnership with the Seattle Jobs Initiative and Workforce Development Councils in Pierce, King, and Snohomish counties. The programs will create access to entry-level occupations and support to move further along a career pathway of the participant's choosing. Funding will also allow the Training Fund to embed financial literacy and coaching into their program offerings to facilitate upward mobility and financial security for participants. Kaiser Foundation Health Plan of Washington also awarded $375,000 of which $125,000 was paid in 2022, to BIPOC Health Careers Ecosystem to connect, integrate and align existing healthcare pathway programs serving under-represented minority students in Washington. This partnership will create efficiencies and scale connections between existing healthcare pathway programs and is expected to increase social and economic mobility for under-represented minority young professionals and increase under-represented minority healthcare leaders in the state. B. Housing for Health Without a safe place to call home, it's nearly impossible to focus on basic health and medical needs. Kaiser Permanente is leading efforts to end homelessness and preserve affordable housing by making strategic impact investments, shaping policy, and catalyzing innovative partnerships. The COVID-19 pandemic had a significant impact on social health needs in our communities, and people experiencing homelessness or housing insecurity were among the most vulnerable. Even in the absence of COVID-19, people experiencing homelessness face a higher risk of death than housed populations. Increasing affordable housing preserves homes that improve total health and lift residents socially and economically. Nationwide, people of color are disproportionately impacted by homelessness and housing insecurity, further exacerbated by COVID-19. The health crisis and economic fallout from the pandemic have hit low-income and communities of color hardest and threaten to widen the health equity gap in our country even further. Kaiser Permanente cannot solve the affordable housing and homelessness crisis alone. Only through innovative partnerships, strategic investments, and impactful storytelling can we move the needle for our most vulnerable communities. Kaiser Permanente will continue to drive national housing for health initiatives that create more healthy years for all. Kaiser Foundation Health Plan of Washington awarded $350,000, of which $175,000 was paid in 2022, to United Way of Spokane County to fund a local coordinator to manage the Spokane region's implementation of the Built for Zero Initiative. Built for Zero aims to reach functional zero for veterans in Spokane County by December 2024. The investment will also sustain a centralized diversion fund for single adults experiencing or at-risk of homelessness and create a stipend fund to compensate people with lived experience of homelessness to participate in Spokane's implementation of Built for Zero as expert consultants. Kaiser Foundation Health Plan of Washington also awarded $75,000 to Building Changes to support Partnership for Zero. Partnership for Zero aims to house or provide long term shelter for people experiencing homelessness in downtown Seattle and a suburban area of King County, by developing a quality by-name list, hiring peer navigators, and standing up a flexible fund to support client engagement. Goals of this partnership include establishing quality infrastructure, reducing homelessness, reducing disproportionality, and enhancing data quality and availability for people experiencing homelessness. C.Thriving Schools At Kaiser Permanente, we're committed to not only delivering great health care but also creating communities where people can be healthy in all the places they live, learn, work, and play. Thriving Schools brings together Kaiser Permanente's extensive health care expertise and our partnerships with nationally recognized and trusted organizations working to support schools in becoming a beacon of health in their community. Thriving Schools takes an integrated approach to school health, curating the best thinking and guidance on how to keep students, staff, teachers, and families healthy across four dimensions of health: physical health, mental health, social health, and equity and access. Taking an integrated approach to health means supporting schools and districts in advancing their wellness and educational goals by incorporating health-related strategies into school and district improvement efforts. Like the communities in which they sit, schools often reflect a diversity of cultures, beliefs, and experiences. As such, the services and opportunities they provide must ensure that all students and staff are given the opportunity to reach their full potential. Thriving Schools' integrated approach explicitly addresses equity and inclusion, both in the assessment tools we use, and in the resources, we offer for school staff and district leaders. Kaiser Permanente's Educational Theatre has inspired and empowered millions of students and adults in communities across the United States to make healthy choices. Educational Theatre offers a wide range of award-winning theatrical productions and interactive workshops to schools throughout the Kaiser Permanente footprint. Using the power of theatre and storytelling, our programs directly connect with students and adults through relatable characters and real-life situations. Audiences see themselves represented onstage in our culturally and ethnically diverse casts allowing them to connect with the narrative and educational messages in a meaningful way. Our team builds on this connection, inspiring students, and adults alike to make healthy choices and build stronger communities. Currently, there are 3 programs available in every Kaiser Permanente market. Additionally, Kaiser Foundation Health Plan of Washington continued its partnership with the Alliance for a Healthier Generation with a $396,000 grant of which $132,000 was paid in 2022. The partnership will support the Thriving Schools Integrated Approach and Resilience in School Environments which works with school districts in under-resourced communities to implement policy, systems, and environmental changes that will improve the health and well-being of students, staff, teachers, and families. This partnership also aims to reduce stress and burn out of teachers and staff, improve physical health, connectedness, social-emotional skills building, and relationships among students, teachers, staff, families, and community. Kaiser Foundation Health Plan of Washington also awarded NAMI Washington $600,000 of which $190,345 was paid in 2022 to advance mental health education in seven Washington counties. NAMI Washington works to improve the quality of life for all those affected by mental illness through advocacy and delivery of education, support, and recovery services. This partnership will reduce stigma surrounding mental health for youth and young adults, will increase awareness and the ability of adults to identify and respond to mental health conditions, increase mental health support in school communities and increase access to culturally relevant mental health knowledge and support for community members who identify as Latinx and Black. D. Thrive Local Social determinants of health -- the conditions in which people live, learn, work, and play - affect a wide range of health risks and outcomes. Access to quality health care is critical, but social factors, such as lack of safe housing and transportation, inadequate education or job opportunities, and poor access to good nutrition and physical activity, inevitably create barriers to health and wellbeing. While many social resources may exist in a community, they are often unknown to those most in need and disconnected from one another even when serving the same client, creating confusion and exacerbating stress for community members. Through its Thrive Local program, launched in late 2019, Kaiser Permanente has helped establish connected networks of health and social service providers working together to address the needs of both patients and clients in every community we serve. These networks enable health care providers, safety net clinics, social service agencies, government programs, and other participants to make, receive, and track patient and client referrals. Health care providers can refer patients to organizations that address social factors affecting their health, and social service providers can coordinate effectively among themselves to improve community-wide services. Data aggregated through network technology provides a robust source of information on local social needs and service gaps to drive collaborative community planning. We also use this platform to make a searchable database of tens of thousands of community-based programs and services available directly to our communities to explore. Kaiser Permanente's funding in 2022 facilitated growth of these community networks by making participating in these community networks free to community-based organizations and community clinics, enabling them to collaborate more efficiently among each other and ensuring the networks reflect the needs of their respective communities. Kaiser Foundation Health Plan of Washington invested in establishing and growing an effective Thrive Local community network in 2022. Forming a partnership with the Thurston County Chamber Foundation will enable Thurston Thrives to convene community-based organizations (CBOs) to better understand their existing needs and challenges around making connections to social resources, what existing systems are in place, and how the Unite Us platform could improve coordination. This work will also provide valuable insights into the social and health needs of Thurston County as well as what it takes to successfully launch a community network. This partnership reinforces our commitment to amplifying community voice by aligning with existing effective community efforts. It will increase the success of the Thrive Local implementation in Washington. E. Food and Nutrition Security Food for Life is Kaiser Permanente's comprehensive approach to transforming the economic, social, and policy environments connected to food so that people across the nation have access to, and can afford, healthy food. To help address the food needs of its communities, Kaiser Permanente has invested towards the improvement of food and nutrition security and helped with applications for federal nutrition programs like Supplemental Nutrition Assistance Program (SNAP) and Women, Infants, and Children (WIC). Kaiser Permanente continues to work with community partners to provide free, nutritious meals in low-income communities. In 2022, Kaiser Permanente increased its commitment to food and nutrition security with a pledge to invest $50 million by 2030 to support programs that increase food and nutrition security and improve health outcomes for the country's most vulnerable populations. Kaiser Foundation Health Plan of Washington awarded over $1M of which $236,000 was paid in 2022 to a total of 3 organizations, Feeding Feasible Feasts, FamilyWorks, and Franklin Pierce School District No. 402 to improve food security for students and families who are not connected to resources in Washington. This partnership will improve access to resource navigation that will result in more equitable health and education outcomes for food insecure youth in Seattle by connecting them to the resources, benefits, and services they need to build lasting resilience. It will also support access to food distribution sites, address food challenges of disadvantaged youth, and break down barriers to critical social services. Kaiser Foundation Health Plan of Washington also awarded $475,000 of which over $86,000 was paid in 2022 to Feed Seven Generations, an organization that serves Native American youth in tribal schools in Washington. This funding will support the Muckleshoot Tribal Schools to improve food security for Native American youth, families, and community members. This partnership will improve access to Muckleshoot Tribal Schools that result in more equitable health and education outcomes for food insecure youth in Muckleshoot Indian Tribe. IV.Policy and Systems A. Thriving Cities The places where we live, learn, work, and play - our cities and towns, our schools, our homes, our neighborhoods - have an enormous impact on our health. And how we shape those places, through public policy and the support for healthy environments, has the potential to make real, lasting impacts on our surroundings and our everyday quality of life. Through Kaiser Foundation Health Plan of Washington's ongoing partnerships with community organizations, municipal leaders, and public health champions, we are working to incorporate health, equity and sustainability considerations into public policy and the built environment in ways that influence how neighborhoods take shape and grow. Since 2018, we have partnered with the de Beaumont Foundation, a leader in public health philanthropy, to help U.S. cities thrive through the CityHealth initiative. CityHealth tracks and reports on proven policy solutions and works with cities to advance policies that achieve community health priorities. Through this relationship, Kaiser Foundation Health Plan of Washington leverages its deep expertise in health policy, government relations, and community-based prevention to accelerate cities' efforts to improve people's health and quality of life. The policy menu includes affordable housing trusts, complete streets, earned sick leave, eco-friendly purchasing, flavored tobacco restrictions, greenspace, healthy food purchasing, healthy rental housing, high-quality and accessible pre-K, legal support for renters, safer alcohol sales, and smoke free indoor air. For Kaiser Foundation Health Plan of Washington, this partnership complements the organization's established approach to community health - bringing together health leaders, clinicians and community partners to help solve the social, economic and environmental health challenges facing the residents who live in the communities it serves. Additionally, Kaiser Foundation Hospitals continued its support of the Vose River Charitable Fund, an organization established by the de Beaumont Foundation to develop tools and collaborate with other nonprofit organizations and government health departments to support effective policies and the public health workforce. Our ongoing partnership with the Vose River Charitable Fund will ensure the CityHealth initiative continues to have sufficient staffing and consultants, policy-specific technical assistance, policy assessment research and communications support. This alliance will continue to support a new policy menu and greater reach among cities in Kaiser Permanente's footprint. B. Environmental Stewardship At Kaiser Permanente, we believe it is our responsibility as a health care provider to minimize our environmental impact. We know one way to improve the health of the people who live in the communities we serve is by improving their environmental conditions. We also prioritize partnerships with others to develop policies and systems that strengthen community health and protect the environment. Through innovations in energy use, construction and building strategies, supply chain, food systems, finance, and clinical practice that promote community health, we are leading the health care sector in reducing environmental contributors to disease and illness. We have, and will continue to, set ambitious goals to drive both internal and sector-wide action. We prioritize reducing greenhouse gas emissions to lower our carbon footprint and lower the climate impact on the health of the communities Kaiser Permanente serves. KFH believes that the race to halting climate change is a collaborative one. We prioritize building partnerships and support organizations with shared goals and incentives for combating the causes of a changing climate. We are focused on changing the narrative by putting health at the center of climate change. Kaiser Permanente's mission reflects our belief that where and how people live has a meaningful impact on their health and wellbeing. We will continue to work to improve the conditions for health and equity in the communities we serve by addressing the root causes of health, such as economic opportunity, affordable housing, health and wellness in schools and a healthy environment. We do this by listening to our communities, ensuring health access, shaping policy, making systems change and advancing the future of community health through innovation. In 2022, we also dedicated 32% of overall spending on products to items that met our Environmentally Preferable Purchasing standards and ensured 100% of our overall operations were powered by renewable electricity. C. Health Professionals Education Our Graduate Medical Education (GME) program provides training and education for medical residents and interns in the interest of educating the next generation of physicians. The program attracts some of the top medical school graduates in the United States and serves as a national model by exposing future health care providers to an integrated health care delivery system. Residents are offered the opportunity to serve a large, culturally diverse patient base in a setting with sophisticated technology and information systems, established clinical guidelines and an emphasis on preventive and primary care. The majority of medical residents are studying within the primary care medicine areas of family practice, internal medicine, ob/gyn, pediatrics, preventive medicine, and psychiatry. In addition to GME, we provide a range of training and education programs for nurse practitioners, nurses, radiology and sonography technicians, physical therapists, post-graduate psychology and social work students, pharmacists, and other non-physician health professionals. D. Research Kaiser Permanente's research efforts are core to the organization's mission to improve population health, and its commitment to continued learning. Kaiser Permanente researchers study critical health issues such as cancer, cardiovascular conditions, diabetes, behavioral and mental health, and health care delivery improvement. Kaiser Permanente's research is broadly focused on three themes: understanding health risks; addressing patients' needs and improving health outcomes; and informing policy and practice to facilitate the use of evidence-based care. Kaiser Permanente is uniquely positioned to conduct research due to its rich, longitudinal, electronic clinical databases that capture virtually complete health care delivery, payment, decision-making and behavioral data across inpatient, outpatient, and emergency department settings. In 2022, Kaiser Foundation Health Plan of Washington engaged in 341 active studies (including 22 clinical trials) and published 342 journal articles. Kaiser Permanente Washington Health Research Institute (KPWHRI) has been conducting public-interest research on preventing and effectively treating major health problems, optimizing patient care, and addressing social determinants of health since 1983. Its mission is to improve health, well-being, and health equity for all communities through collaborative research and evaluation. In 2022, the Kaiser Permanente Washington Health Research Institute published several research studies, a summary of one publication includes: The US Preventive Services Task Force recommends follow-up blood pressure measurements outside of clinics using 24-hour ambulatory monitoring (ABPM) or home blood pressure monitoring before making a new hypertension diagnosis to avoid overdiagnosis and unnecessary treatment. Researchers compared clinic-, home-, and kiosk-based blood pressure measurement to ABPM for diagnosing hypertension. In research published in the Journal of General Internal Medicine, the researchers reported that, compared to ABPM, mean blood pressure was significantly lower for clinic, significantly higher for kiosk, and without significant differences for home measurement. Clinic blood pressure measurements had low sensitivity for detecting hypertension. The findings support utility of home blood pressure monitoring for making a new diagnosis of hypertension. V.Pandemic Response It is clear that COVID-19 is now firmly entrenched in our communities and synced to the seasonality of other upper respiratory viruses, such as the flu. Unlike the flu, COVID-19 continues to have an outsized impact on the health of our communities, especially for those that remain unvaccinated. Kaiser Permanente has continued to provide support, both in the form of grants and in in-kind contributions, to increase education around and prevention of COVID-19. In 2022, Kaiser Permanente continued to elevate trusted messenger campaigns in collaboration with community partners to expand public education to individuals and communities at highest risk for contracting COVID-19 in every market. Kaiser Permanente extended support to community partners with initiatives aimed at abating social isolation among elderly individuals and providing community-based organizations with educational materials that could be adapted for flexible use across social media platforms to encourage individuals to get vaccinated or boosted. Kaiser Permanente also provided in-kind personal protective equipment (PPE), cleaning supplies, and hygiene products for community partners to use to safeguard learning and living environments. The COVID-19 pandemic highlighted weaknesses in both schools and public health infrastructure. In response to the pandemic, Kaiser led the charge to gather the National Healthy Schools Collaborative in order to strengthen the mental, physical, and socio-emotional health of all school employees and students and, together, launched the "Ten-Year Roadmap to for Healthy Schools." To help rebuild public health infrastructure weakened by the strains of the pandemic, Kaiser Permanente began to collaborate with a coalition of public health and community organizations to develop a public health research agenda that reflects where investments should focus to drive public health improvements. FORM 990, PART VI, LINE 1A VOTING MEMBER AND GOVERNING BODY THE EXECUTIVE COMMITTEE, CONSISTING OF THREE DIRECTORS, HAS AUTHORITY TO ACT FOR THE BOARD BETWEEN MEETINGS EXCEPT IT HAS NO AUTHORITY TO: 1. ADOPT, AMEND OR REPEAL BYLAWS; 2.AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEALABLE; 3. ELECT, APPOINT OR REMOVE DIRECTORS, DESIGNATE COMMITTEES OF THE BOARD OR FILL VACANCIES IN THE BOARD OR IN ANY SUCH COMMITTEE; 4. DISSOLVE, MERGE OR CONSOLIDATE THE CORPORATION; 5. ADOPT, AMEND OR REPEAL THE ARTICLES OF INCORPORATION; 6. SELL, LEASE, PLEDGE, TRANSFER OR EXCHANGE ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OF THE CORPORATION; 7. FIX COMPENSATION OF DIRECTORS FOR SERVING ON THE BOARD OR ON ANY COMMITTEE; 8. AUTHORIZE ANY DIRECT OR INDIRECT TRANSFER OF MONEY OR OTHER PROPERTY OR INCUR ANY INDEPTEDNESS TO OR FOR THE BENEFIT OF TRANSFEREES IN LIQUIDATION (OTHER THAN CREDITORS OF THE CORPORATION); 9. TAKE ANY OTHER ACTION WHICH THE BOARD IS NOT AUTHORIZED TO TAKE OR WHICH A COMMITTEE OF THE BOARD IS NOT AUTHORIZED TO TAKE UNDER WA LAW. Form 990, PART VI, LINE 6 THE SOLE CORPORATE MEMBER OF THE CORPORATION IS KFHPW HOLDINGS, A WASHINGTON NONPROFIT CORPORATION. Form 990, PART VI, LINE 7A KFHPW HOLDINGS APPOINTS THE DIRECTORS (AND FILLS VACANCIES AND HAS AUTHORITY TO REMOVE DIRECTORS). Form 990, PART VI, LINE 7B THE FOLLOWING ACTIONS OF THE CORPORATION ARE RESERVED TO OR REQUIRE APPROVAL OF THE MEMBER: A) CHANGES IN MEMBERSHIP; B) APPOINTMENT OF THE CHAIR OF THE BOARD AND THE PRESIDENT AND CEO, AND REMOVAL OF THE CHAIR OF THE BOARD, THE CEO OR ANY PRESIDENT. THE COMPENSATION OF ANY PRESIDENT AND OTHER EXECUTIVE OFFICERS OF THE CORPORATION REQUIRES APPROVAL BY THE COMPENSATION COMMITTEE OF THE ENTITY THAT SERVES AS THE OFFICIAL EMPLOYER OF RECORD FOR THE EXECUTIVE; C) SALE, LEASE, EXCHANGE, OR OTHER DISPOSITION OF, THE MORTGAGE, PLEDGE OR DEDICATION TO THE REPAYMENT OF INDEBTEDNESS, OR ANY OTHER ENCUMBRANCE OF PROPERTY OF THE CORPORATION, OR THE ACQUISITION OF ASSETS,WHETHER OR NOT IN THE USUAL OR REGULAR COURSE OF THE CORPORATION'S ACTIVITIES, WHERE THE FAIR MARKET VALUE OF SUCH CORPORATE PROPERTY OR ASSETS BEING DISPOSED OF, ACQUIRED OR ENCUMBERED EXCEEDS 10% OF THE VALUE OF THE ASSETS OF THE CORPORATION AS REFLECTED IN THE MOST RECENT ANNUAL OR QUARTERLY FINANCIAL STATEMENTS THAT ARE AVAILABLE ON THE DATE IMMEDIATELY PRECEDING THE DATE OF THE RELEVANT TRANSACTION REQUIRES MEMBER APPROVAL; D) CAPITAL EXPENDITURE EXCEEDING $150 MILLION; E) ISSUANCE OF TAX-EXEMPT BONDS F) AMENDMENT OF ARTICLES C (MEMBER), D (DIRECTORS) OR H (AMENDMENT OF BYLAWS) Form 990, PART VI, LINE 12C Ethics and Compliance Ongoing Monitoring and Enforcement Activities Kaiser Permanente regularly and consistently monitors and enforces compliance with the Conflicts of Interest policy in the following ways: Reporting Conflicts of Interest Concerns - The Kaiser Permanente Ethics and Compliance Hotline or Webline is available to all employees, vendors, contractors, and agents to anonymously report actual or perceived conflicts of interest. This process is managed by a third party; however, all reported allegations are provided to Ethics and Compliance for investigation, and if required, corrective action. Employees are prohibited from retaliating against or intimidating anyone who reports concerns in good faith or refuse to participate in wrongdoing. Annual Disclosure Process - Annually, Directors, Officers, Key Employees, Executives, and other employees in roles with elevated risk are required to complete a Conflicts of Interest Disclosure (COID). Responses are reviewed by Ethics and Compliance, Board Services, and / or the Governance, Accountability and Nominating Committee of the Kaiser Foundation Health Plan/Hospital Board of Directors. When actions are required, they are addressed in accordance with policies and written standards. Conflicts of interest responses and actions are maintained for tracking and reporting purposes. Ongoing Disclosure Process - In addition to the annual disclosure process and in accordance with the Conflicts of Interest policy, on an ongoing basis Ethics and Compliance receives, consults, and reports conflicts of interest matters. External Audit Review of Disclosures - Annually, as a part of the Kaiser Permanente external audit, an outside certified public accounting firm reviews the COID process and actions taken for Directors, Officers, Key Employees, and Executives. The results, inclusive of any findings, are presented to the Kaiser Foundation Health Plan/ Hospital Audit and Compliance Committee of the Board of Directors. Awareness and Enforcement - Kaiser Permanente adheres to the following general awareness and enforcement guidelines: - Annually, the Conflicts of Interest and Corrective / Disciplinary Action policies are provided and reviewed as a part of the general ethics and compliance training and the Conflicts of Interest Policy is attested to during the disclosure process. - Represented employees are subject to corrective/disciplinary action provisions outlined in the regional or national collective bargaining agreements and applicable policies. - In the event disciplinary action is required due to failure to comply with applicable legal and regulatory requirements, Kaiser Permanente policies and procedures, the Code of Conduct (Principles of Responsibility), unsatisfactory performance, or misconduct disciplinary action includes, but is not limited to: * verbal discussion, coaching, and/or warning by the employee's immediate; supervisor or higher-level manager to correct the problem; * written notice, with or without final warning; * suspension, with or without final warning; or * termination of employment Form 990, PART VI, LINE 15A/B COMPENSATION DETERMINATION THE EXECUTIVE COMPENSATION PROGRAM AS ADMINISTERED BY KAISER FOUNDATION HEALTH PLAN, INC. IS DESIGNED TO RECRUIT, RETAIN AND MOTIVATE QUALIFIED SENIOR MANAGEMENT PERSONNEL. SENIOR MANAGEMENT PERSONNEL HAVE A SIGNIFICANT IMPACT ON THE STRATEGIC AND POLICY DIRECTION AND RESULTS OF THE ORGANIZATION. THEREFORE, THE EXECUTIVE COMPENSATION PROGRAM IS, TO A SIGNIFICANT DEGREE, PERFORMANCE-BASED. THE COMPENSATION PROGRAM IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. PRIOR TO PAYMENT, ALL PROGRAMS AND PAYMENTS TO THE CEO, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT OFFICIALS (EXECUTIVES) ARE REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. BASE PAY FOR EXECUTIVE POSITIONS IS ESTABLISHED AT A LEVEL COMPARABLE TO THE RELEVANT MARKET. IN ADDITION, OTHER COMPONENTS OF THE COMPENSATION PROGRAM BEAR 'AT-RISK' FEATURES DESIGNED TO FOCUS ON STRATEGICALLY IMPORTANT PERFORMANCE GOALS AND TO ASSIST IN ATTRACTING AND RETAINING TOP PERFORMERS. THE EXECUTIVE COMPENSATION PROGRAM IS TARGETED TO BE COMPETITIVE TO THE COMPARABLE EXTERNAL MARKET IN WHICH THE ORGANIZATION COMPETES FOR EXECUTIVE LEADERSHIP. EVALUATION OF COMPARABLE PAY DATA IS PERFORMED BY AN INDEPENDENT COMPENSATION, BENEFITS & HUMAN RESOURCES CONSULTING FIRM. THE COMPENSATION PROGRAM FOCUSES ON OBJECTIVES IN THE AREAS OF QUALITY OF MEMBER CARE AND SERVICE, MEMBERSHIP GROWTH, FINANCIAL SOUNDNESS, AND THE COMMUNITY AND SOCIAL MISSION OF THE ORGANIZATION. Form 990, PART VI, LINE 18 Forms 990 are available on www.guidestar.org. Form 990, PART VI, LINE 19 Public Inspection Governing documents and conflict of interest policy are available upon request as disclosed to other regulatory bodies. 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 Independent Auditors' Report. To request copies contact: National Communications - RM Operations Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, 22nd Floor Oakland, CA 94612 Form 990, PART VII, SECTION A, COLUMN B HOURS FOR RELATED ORGANIZATIONS INDIVIDUALS WHO ARE BOTH OFFICERS AND MEMBERS OF BOARDS OF DIRECTORS WORK FULL TIME AS EMPLOYEES AS WELL AS FULFILL THEIR BOARD ASSIGNMENT. ALL OFFICERS WORK FULL TIME IN THEIR EMPLOYEE CAPACITY. FULL TIME WORK MAY REQUIRE IN EXCESS OF THE TRADITIONAL 40 HOUR WEEK. GIVEN THE INTEGRATED NATURE OF OUR ORGANIZATION, EMPLOYEES MAY PROVIDE SUPPORT FOR VARIOUS KAISER PERMANENTE COMPANIES. THE AVERAGE HOURS PER WEEK REPORTED FOR THE FILING ORGANIZATION AND RELATED ORGANIZATIONS WAS ESTIMATED. FORM 990, PART XI, LINE 9 Other changes in net assets or fund balances CHANGE IN DONATED CAPITAL $ 10,948 CHANGE IN PENSION & RETIREMENT LIABILITIES 20,556,637 OTHER THAN TEMPORARY IMPAIRMENTS (119,913,254) GAIN/LOSS ON SALE OF INVESTMENTS - BOOK (17,537,972) GAIN/LOSS ON SALE OF INVESTMENTS - TAX 47,913,208 ------------------ $ (68,970,433) COLUMBIA MEDICAL ASSOCIATES LLC ONE KAISER PLAZA - 26TH FLOOR OAKLAND CA 94612 200986848 COMP MED CARE WA 0 0 KFHPW COLUMBIA CLINIC LLC ONE KAISER PLAZA - 26TH FLOOR OAKLAND CA 94612 INACTIVE WA 0 0 CMA LLC Kaiser Foundation Hospitals One Kaiser Plaza - 26th Floor Oakland CA 94612 941105628 Health Care CA 501(c)(3) 3 NA false Kaiser Foundation Health Plan Inc One Kaiser Plaza - 26th Floor Oakland CA 94612 941340523 Health Care CA 501(c)(3) 10 NA false Kaiser Foundation Health Plan of CO One Kaiser Plaza - 26th Floor Oakland CA 94612 840591617 Health Care CO 501(c)(3) 10 KFHP Inc true Kaiser Foundation Health Plan of GA Inc One Kaiser Plaza - 26th Floor Oakland CA 94612 581592076 Health Care GA 501(c)(3) 10 KFHP Inc true Kaiser Foundation Health Plan of the MAS One Kaiser Plaza - 26th Floor Oakland CA 94612 520954463 Health Care MD 501(c)(3) 10 KFHP Inc true Kaiser Foundation Health Plan of the NW One Kaiser Plaza - 26th Floor Oakland CA 94612 930798039 Health Care OR 501(c)(3) 10 KFHP Inc true Kaiser Hospital Asset Management Inc One Kaiser Plaza - 26th Floor Oakland CA 94612 943299125 Asset Mgmt CA 501(c)(3) 12-I KFH true Kaiser Health Plan Asset Management Inc One Kaiser Plaza - 26th Floor Oakland CA 94612 943299124 Asset Mgmt CA 501(c)(3) 12-I KFHP Inc true Camp Bowie Service Center One Kaiser Plaza - 26th Floor Oakland CA 94612 943299123 Admin CA 501(c)(3) 12-I KFHP Inc true Lokahi Assurance LTD One Kaiser Plaza - 26th Floor Oakland CA 94612 912171891 WC Placement HI 501(c)(3) 12-I KFHP Inc true 1800 Harrison Foundation One Kaiser Plaza - 26th Floor Oakland CA 94612 943317484 Financing CA 501(c)(3) 12-I KFHP Inc true Kaiser Hospital Assistance Corporation One Kaiser Plaza - 26th Floor Oakland CA 94612 311779500 Financing CA 501(c)(3) 12-I KFH true Kaiser Health Alternatives One Kaiser Plaza - 26th Floor Oakland CA 94612 930954562 Health Care OR 501(c)(3) 10 KFHP Inc true KP Bernard J Tyson School of Medicine One Kaiser Plaza - 26th Floor Oakland CA 94612 814053028 Medical Edu. CA 501(c)(3) 2 KFH true KFHPW Holdings One Kaiser Plaza - 26th Floor Oakland CA 94612 930480268 Health Care WA 501(c)(3) 12-I KFHP Inc true Group Health Northwest One Kaiser Plaza - 26th Floor Oakland CA 94612 911216856 Inactive WA 501(c)(3) 12-I KFHP of WA true Group Health of Washington One Kaiser Plaza - 26th Floor Oakland CA 94612 911314907 Inactive WA 501(c)(3) 12-I KFHP of WA true Kaiser Fdn For The Adv of Integrated HC One Kaiser Plaza - 26th Floor Oakland CA 94612 823819611 Advocacy CA 501(c)(4) N/A KFHP Inc true Kaiser Foundation Health Plan of NV Inc One Kaiser Plaza - 26th Floor Oakland CA 94612 372097870 Health Care DE 501(c)(4) N/A KFHP Inc true KP Medical Foundation One Kaiser Plaza - 26th Floor Oakland CA 94612 920685740 Health Care DE 501(c)(3) 12-I KFHP Inc true KFH Holdings Inc One Kaiser Plaza - 26th Floor Oakland CA 94612 884172095 Holding Co DE 501(c)(3) 12-I KFH true NXT CAP SR FD I LLC 191 N Wacker Dr 1200 Chicago IL 60606 371651297 Investment DE NA N/A 0 0 0 0.00000 Garfield Health Sol E Pvt Ltd ONE KAISER PLAZA - 26TH FLOOR Oakland CA 94612 Admin IN NA N/A 0 0 0 0.00000 Maui Nui ASC Holdco LLC ONE KAISER PLAZA - 26TH FLOOR Oakland CA 94612 Holding Co HI NA N/A 0 0 0 0.00000 OAK TREE ASSURANCE LTD ONE KAISER PLAZA - 26TH FLOOR OAKLAND CA 94612 030329760 INSURANCE VT NA C CORP 0 0 true KAISER PERMANENTE INSURANCE COMPANY ONE KAISER PLAZA - 26TH FLOOR OAKLAND CA 94612 943203402 INSURANCE CA NA C CORP 0 0 true KAISER PERMANENTE INTERNATIONAL ONE KAISER PLAZA - 26TH FLOOR OAKLAND CA 94612 943245176 CONSULTING CA NA C CORP 0 0 true KFHP OF WASHINGTON OPTIONS INC ONE KAISER PLAZA - 26TH FLOOR OAKLAND CA 94612 911467158 INSURANCE WA NA C CORP 941292635 400795546 1.00000 true false false false false true false false false true true true true true true true true true true KAISER FOUNDATION HEALTH PLAN INC L 14158163 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN INC M 102825386 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN INC P 356275534 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN INC Q 5792154 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN INC R 113670557 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN INC S 157155201 PER AGREEMENT KAISER FOUNDATION HOSPITALS E 400000000 PER AGREEMENT KAISER FOUNDATION HOSPITALS M 114525992 PER AGREEMENT KAISER FOUNDATION HOSPITALS P 100414087 PER AGREEMENT KAISER FOUNDATION HOSPITALS Q 41795976 PER AGREEMENT KAISER FDN HEALTH PLAN OF COLORADO L 681604 PER AGREEMENT KAISER FDN HEALTH PLAN OF COLORADO M 234210 PER AGREEMENT KAISER FDN HEALTH PLAN OF COLORADO P 249611 PER AGREEMENT KAISER FDN HEALTH PLAN OF THE NORTHWEST L 7606437 PER AGREEMENT KAISER FDN HEALTH PLAN OF THE NORTHWEST P 1043545 PER AGREEMENT KAISER FDN HEALTH PLAN OF THE NORTHWEST Q 500727 PER AGREEMENT KAISER FDN HEALTH PLAN OF WASHINGTON OPTIONS L 127175248 PER AGREEMENT KAISER FDN HEALTH PLAN OF WASHINGTON OPTIONS M 104207 PER AGREEMENT KAISER FDN HEALTH PLAN OF WASHINGTON OPTIONS P 8504555 PER AGREEMENT KAISER FDN HEALTH PLAN OF WASHINGTON OPTIONS Q 752900 PER AGREEMENT CAMP BOWIE SERVICE CENTER P 7505961 PER AGREEMENT KAISER PERMANENTE INSURANCE COMPANY M 1440000 PER AGREEMENT LOKAHI ASSURANCE LTD M 26259244 PER AGREEMENT LOKAHI ASSURANCE LTD Q 16460556 PER AGREEMENT LOKAHI ASSURANCE LTD R 6680802 PER AGREEMENT