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KAISER FOUNDATION HEALTH PLAN INC

Mission Statement
TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE

Formed 1955. The IRS granted this nonprofit coporation 501(c) status in December of 1981. Its accounting period ends in December.

This nonprofit coporation is categorized as Group Health Practice (Health Maintenance Organizations). (NTEE Code: E310)

Tax Code Designation: 501(c)(3)

Contributions are tax deductible.

Foundation Type: Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes

Principal Officer: GEORGE C HALVORSON

Tax Returns for Kaiser Foundation Health Plan Inc

Form 990 2012 Full Details

Tax Year: 2012 (2012-01-01 - 2012-12-31)

Revenue Breakdown

Contributions: $8,627,449

Investment Income: $185,291,370

Other Revenue: $12,049,302


Total Revenue
$40,148,558,254

Expenses Breakdown

Grants and Similiar: $15,076,563

Member Benefits: $0

Salaries, other compensation, and employee benefits: $2,750,563,970

Other Expenses: $36,817,189,153


Total Expenses
$39,582,829,686

Assets

Initial Net Assets or Fund Balances: $1,834,865,220

Deficit (Revenue - Expenses): $565,728,568

Total Liabilities $14,752,992,764


Final Net Assets or Fund Balances:

$1,580,092,871

Top Program Service Accomplishments

Expenses: $985,208,757
Revenue: $441,843,659

Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan, Inc. (KFHP) is committed to improving the way beneficiaries of our Medicaid and other government sponsored programs receive care, not only in our facilities, but also in the communities we serve. In 2012, KFHP participated in the Medicaid and Children's Health Insurance Plan (CHIP) programs to support the provision of primary and specialty care to residents of the states of California and Hawaii. At the end of 2012, over 220,000 individuals were receiving access to care in KFHP's managed care programs in the states of California and Hawaii. Approximately 200,000 individuals were receiving similar benefits under the CHIP programs. Additional information about Kaiser Foundation Health Plan Inc.'s charitable activities can be found in Schedule O.

Expenses: $235,924,658
Revenue: $23,227,946

Charitable Care (Medical Financial Assistance and Charitable Coverage) Kaiser Foundation Health Plan, Inc. (KFHP) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP offers financial assistance through our MFA program to help families and individuals that are unable to pay for all or part of the cost of urgent or emergent care provided in Kaiser Permanente facilities. In 2012, this program assisted more than 148,000 qualifying applicants, providing over 879,000 prescriptions and more than 108,000 hospital inpatient days. The CHC programs are available to low income families who are not eligible for other public or privately sponsored coverage. More than 81,000 individuals were receiving comprehensive care through these programs at the end of 2012. Additional information about Kaiser Foundation Health Plan Inc.'s charitable activities can be found in Schedule O.

Expenses: $12,623,891
Revenue: $0

See Community Benefit Summary Rpt in Sch O

Political Campaign and Lobbying Activities

Political Expenditures: $30,577

According to §4955 of the U.S. tax code, nonprofits must pay a 10% excise tax each political expenditure. Any organization manager making the expenditure must pay an additional 2.5% tax. Therefore, this organization paid $3,058 in tax. Organization manager(s) paid $0 in tax.

This organization filed Form 4720 for this year.

This organization attempted to influence foreign, national, state or local legislation through the use of:
  • Paid Staff or Management
  • $96,111 on Mailings to members, legislators, or the public
  • $96,111 on Publications, or published or broadcast statements
  • $902,135 on Grants to other organizations for lobbying purposes
  • $2,586,443 on Direct contact with legislators, their staffs, government officials, or a legislative body
  • $164,460 on Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means
  • $693,531 on other activities
  • Total: $4,538,791

Explanations and Supplemental Information

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

SCHEDULE C, PART I-A, LINE 1 The disclosed political activity resulted from contribution being approved/paid

SCHEDULE C, PART I-A, Line 1; Part I-B, Line 4b As a result of our 2012 internal investigation, Kaiser Foundation Health Plan, Inc ("Kaiser") discovered that an improper expenditure has been paid to Political Action Committees (PAC). Such payment is contrary to our long-standing written policy prohibiting any political campaign involvement. We have requested and received a full refund of the payment or contribution from the recipient. In addition, we provided additional training to the person involved in this inadvertent error.

SCHEDULE C, PART I-A, Line 1; Part I-B, Line 4b Kaiser Foundation Health Plan, Inc. ( KFHP ) obtained a ruling from the Internal Revenue Service in 2001 under which it is permitted to collect voluntary employee contributions to certain labor union Committees on Political Education (COPEs) as part of its payroll administration and transfer those contributions to the COPEs without tax consequence so long as it is fully reimbursed for all costs of administration by the unions. Taxpayer due to an administrative error has not been collecting the costs from the unions. KFHP has filed Forms 4720 and paid excise taxes under Section 4955 and filed Forms 1120-POL and paid certain income taxes associated with the indirect political expenditures under Section 527(f). KFHP will implement corrective action by invoicing each labor union for its share of the costs of establishing and operating the payroll administration service for withholding of voluntary employee contributions to COPEs. KFHP will pursue available legal avenues, including its dispute resolution and arbitration processes under the applicable collective bargaining agreements, to seek and obtain reimbursement. KFHP further intends to prevent future errors by adopting processes and procedures for reimbursement so that KFHP will bill timely for all costs from each labor union and require timely payment for a union to continue to participate in this administration service going forward.

Activities Outside the United States

Region Number of Offices Number of employees, agents, and independent contractors. Activites Total Expenditures
Central America and the Caribbean 0 1 Program Services (PP&L INSURANCE) $6,283,905
Central America and the Caribbean 0 0 Conduct board meetings $2,005
East Asia and the Pacific 0 0 Investments $301,000
Europe (Including Iceland and Greenland) 0 0 Investments $481,000
Totals: 1 $7,067,910

This organization does not maintain records to substantiate the amount of its grants and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance.

This organization was a U.S. transferor of property to a foreign corporation during the this tax year.

This organization had an ownership interest in a foreign corporation during the this tax year.

Form 990 2013 Full Details

Tax Year: 2013 (2013-01-01 - 2013-12-31)

Revenue Breakdown

Contributions: $0

Investment Income: $98,624,305

Other Revenue: $10,226,135


Total Revenue
$42,346,486,950

Expenses Breakdown

Grants and Similiar: $48,883,930

Member Benefits: $0

Salaries, other compensation, and employee benefits: $2,988,113,516

Other Expenses: $38,945,290,609


Total Expenses
$41,982,288,055

Assets

Initial Net Assets or Fund Balances: $1,580,092,871

Deficit (Revenue - Expenses): $364,198,895

Total Liabilities $12,735,086,923


Final Net Assets or Fund Balances:

$3,577,424,789

Top Program Service Accomplishments

Expenses: $1,025,419,988
Revenue: $561,120,177

Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan, Inc. (KFHP, INC.) is committed to improving medical care for beneficiaries of Medicaid and other government sponsored programs, not only for KFHP, INC. members, but also within the communities we serve. At the end of 2013, more than 398,000 individuals were receiving the benefits of full membership in KFHP, INC.'s Medicaid managed care programs in the states of California and Hawaii. Approximately 4,200 more individuals were members of the Children's Health Insurance Program (CHIP). In addition, KFHP, INC. provided health care on a fee-for-service basis for Medicaid beneficiaries who were not enrolled as KFHP, INC. members.

Expenses: $247,952,872
Revenue: $25,567,115

Charitable Care (Medical Financial Assistance and Charitable Coverage) Kaiser Foundation Health Plan, Inc. (KFHP, INC.) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP, INC. 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 2013, this program assisted approximately 156,000 qualifying applicants. The CHC programs offer regular Kaiser Foundation Health Plan membership at minimal cost to low income families who are not eligible for other public or privately sponsored coverage. More than 77,000 individuals were receiving comprehensive health care through these programs at the end of 2013.

Expenses: $66,103,174 including grants of $48,883,930
Revenue: $0

See Community Benefit Summary Rpt in Sch O

Political Campaign and Lobbying Activities

Political Expenditures: $24,951

According to §4955 of the U.S. tax code, nonprofits must pay a 10% excise tax each political expenditure. Any organization manager making the expenditure must pay an additional 2.5% tax. Therefore, this organization paid $2,495 in tax. Organization manager(s) paid $0 in tax.

This organization filed Form 4720 for this year.

This organization attempted to influence foreign, national, state or local legislation through the use of:
  • Paid Staff or Management
  • $202,436 on Mailings to members, legislators, or the public
  • $98,975 on Publications, or published or broadcast statements
  • $4,967,878 on Grants to other organizations for lobbying purposes
  • $2,398,658 on Direct contact with legislators, their staffs, government officials, or a legislative body
  • $296,171 on Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means
  • $1,922,615 on other activities
  • Total: $9,886,733

Explanations and Supplemental Information

SCHEDULE C, PART II-B, LINE 1A THROUGH 1I THE ORGANIZATION IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND PARTICIPATED IN AND BENEFITED FROM LOBBYING ACTIVITIES CONDUCTED AT THE REGIONAL AND NATIONAL LEVELS FOR THE BENEFIT OF ITS ENROLLED MEMBERS, THE BROADER COMMUNITYAND FOR THE HEALTH CARE INDUSTRY AS A WHOLE. AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), HEALTH PLAN HAS A POLICY PROHIBITING ANY OF HEALTH PLAN'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR THIS ORGANIZATION MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. HEALTH PLAN ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS TO VARIOUS FEDERAL, STATE, AND LOCAL OFFICIALS REGARDING MATTERS WHICH AFFECTED THE HEALTHCARE INDUSTRY AS A WHOLE. THE AMOUNT OF TIME AND MONEY INVOLVED IN THE ACTIVITIES IS DETAILED ON LINES A THROUGH I. HEALTH PLAN EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT HEALTH PLAN'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT FEDERAL AND STATE LEGISLATION HAVING AN IMPACT ON HEALTH PLAN'S CHARITABLE ACTIVITIES AS AN EXEMPT HEALTH MAINTENANCE ORGANIZATION. THESE INDIVIDUALS ATTEMPT TO ENSURE THAT PROPOSED LEGISLATION AND ENACTED LAWS ARE COMPATIBLE WITH THE INTERESTS OF HEALTH PLAN, ITS MEMBERS AND ITS PATIENTS BY PERFORMING THE FOLLOWING ACTIVITIES: - COLLECTING, ANALYZING AND DISTRIBUTING WITHIN THE ORGANIZATION, PUBLIC AND PRIVATE POLICY RECOMMENDATIONS REGARDING PROPOSED LEGISLATION THAT AFFECT THE OPERATION OF HEALTH PLAN AND ITS ABILITY TO PROVIDE QUALITY HEALTH AND MEDICAL CARE SERVICES TO ITS MEMBERS AND THE BROADER COMMUNITY IN A COST EFFECTIVE MANNER. - PROVIDING APPROPRIATE INFORMATIONAL MATERIALS TO LEGISLATORS AND TO/THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF HEALTH PLAN. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF HEALTH PLAN OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF HEALTH PLAN. OTHER EMPLOYEES AND OFFICERS PERFORM SERVICES BY DELIVERING SPEECHES AT VARIOUS PUBLIC AND PRIVATE FUNCTIONS AND IN SERVING AS FACULTY IN HEALTHCARE RELATED EDUCATIONAL PROGRAMS THROUGHOUT THE COMMUNITY. SCHEDULE C, PART I-A, LINE 1; PART I-B, LINE 4B CORRECTIVE ACTION Kaiser Foundation Health Plan, Inc. ( KFHP ) obtained a ruling from the Internal Revenue Service in 2001 under which it is permitted to collect voluntary employee contributions to certain labor union Committees on Political Education (COPEs) as part of its payroll administration and transfer those contributions to the COPEs without tax consequence so long as it is fully reimbursed for all costs of administration by the unions. Taxpayer due to an administrative error has not been collecting the costs from the unions. KFHP has filed Forms 4720 and paid excise taxes under Section 4955 and filed Forms 1120-POL and paid certain income taxes associated with the indirect political expenditures under Section 527(f). KFHP will implement corrective action by invoicing each labor union for its share of the costs of establishing and operating the payroll administration service for withholding of voluntary employee contributions to COPEs. KFHP will pursue available legal avenues, including its dispute resolution and arbitration processes under the applicable collective bargaining agreements, to seek and obtain reimbursement. KFHP further intends to prevent future errors by adopting processes and procedures for reimbursement so that KFHP will bill timely for all costs from each labor union and require timely payment for a union to continue to participate in this administration service going forward.

Activities Outside the United States

Region Number of Offices Number of employees, agents, and independent contractors. Activites Total Expenditures
Central America and the Caribbean 0 1 Program Services (PP&L INSURANCE) $5,877,042
Central America and the Caribbean 0 0 Conduct board meetings $740
Europe (Including Iceland and Greenland) 0 0 Investments $9,461,943
Totals: 1 $15,339,725

This organization does not maintain records to substantiate the amount of its grants and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance.

This organization was a U.S. transferor of property to a foreign corporation during the this tax year.

This organization had an ownership interest in a foreign corporation during the this tax year.

Form 990 2014 Full Details

Tax Year: 2014 (2014-01-01 - 2014-12-31)

Revenue Breakdown

Contributions: $63

Investment Income: $139,327,369

Other Revenue: $7,334,774


Total Revenue
$45,409,123,226

Expenses Breakdown

Grants and Similiar: $94,412,654

Member Benefits: $0

Salaries, other compensation, and employee benefits: $2,938,710,536

Other Expenses: $41,997,207,223


Total Expenses
$45,030,330,413

Assets

Initial Net Assets or Fund Balances: $3,577,424,789

Deficit (Revenue - Expenses): $378,792,813

Total Liabilities $16,353,092,769


Final Net Assets or Fund Balances:

$2,123,068,679

Top Program Service Accomplishments

Expenses: $1,603,192,076
Revenue: $839,959,949

Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan (KFHP, Inc.) is committed to improving medical care for beneficiaries of Medicaid and other government sponsored programs, not only for KFHP, Inc. members, but also within the communities we serve. At the end of 2014, nearly 534,000 individuals were receiving the benefits of full membership in KFHP, Inc.'s Medicaid managed care programs in the states of California and Hawaii. Approximately 3,300 more individuals were members of the Children's Health Insurance Program (CHIP). In addition, KFHP, Inc. provided health care on a fee-for-service basis for Medicaid beneficiaries who were not enrolled as KFHP, Inc. members.

Expenses: $217,872,154
Revenue: $9,726,658

Charity Care (Medical Financial Assistance and Charitable Health Coverage) Kaiser Foundation Health Plan (KFHP, Inc.) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP, Inc. offers financial assistance through the MFA program to help families and individuals with a demonstrated financial need pay for all or part of the cost of emergency or medically necessary care provided in Kaiser Permanente facilities and/or by Kaiser Permanente providers. In 2014, this program assisted approximately 160,000 qualifying applicants, including more than 44,000 patients who were not covered by a KFHP, Inc. product. The CHC programs offer regular Kaiser Foundation Health Plan membership at minimal cost to low income families who are not eligible for other public or privately sponsored coverage. Approximately 75,000 individuals were receiving comprehensive health care through these programs at the end of 2014.

Expenses: $116,358,366 including grants of $91,437,126
Revenue: $0

See Community Benefit Summary Rpt in Sch O

Political Campaign and Lobbying Activities

Political Expenditures: $29,628

According to §4955 of the U.S. tax code, nonprofits must pay a 10% excise tax each political expenditure. Any organization manager making the expenditure must pay an additional 2.5% tax. Therefore, this organization paid $2,963 in tax. Organization manager(s) paid $0 in tax.

This organization filed Form 4720 for this year.

This organization attempted to influence foreign, national, state or local legislation through the use of:
  • Paid Staff or Management
  • $10,000 on Mailings to members, legislators, or the public
  • $25,757,723 on Grants to other organizations for lobbying purposes
  • $897,249 on Direct contact with legislators, their staffs, government officials, or a legislative body
  • $164,171 on Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means
  • $5,182,220 on other activities
  • Total: $32,011,363

Explanations and Supplemental Information

SCHEDULE C, PART II-B, LINE 1A THROUGH 1I THE ORGANIZATION IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND PARTICIPATED 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), KAISER FOUNDATION HEALTH PLAN, INC. (KFHP) HAS A POLICY PROHIBITING ANY OF KFHP'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 ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS TO VARIOUS FEDERAL, STATE, AND LOCAL OFFICIALS REGARDING MATTERS WHICH AFFECTED THE HEALTHCARE INDUSTRY AS A WHOLE. THE AMOUNT OF TIME AND MONEY INVOLVED IN THE ACTIVITIES IS DETAILED ON LINES A THROUGH I. KFHP EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT KFHP'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'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 KFHP, 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 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. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF KFHP OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF KFHP. 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.

Schedule C, Part I-A, Line 1; Part I-B Line 4b Kaiser Foundation Health Plan, Inc. (KFHP) obtained a ruling from the Internal Revenue Service in 2001 under which it is permitted to collect voluntary employee contributions to certain labor union Committees on Political Education (COPEs) as part of its payroll administration and transfer those contributions to the COPEs without tax consequence so long as it is fully reimbursed for all costs of administration by the unions. Taxpayer due to an administrative error has not been collecting the costs from the unions. KFHP has filed Forms 4720 and paid excise taxes under Section 4955 and filed Forms 1120-POL and paid certain income taxes associated with the indirect political expenditures under Section 527(f). KFHP will implement corrective action by invoicing each labor union for its share of the costs of establishing and operating the payroll administration service for withholding of voluntary employee contributions to COPEs. KFHP will pursue available legal avenues, including its dispute resolution and arbitration processes under the applicable collective bargaining agreements, to seek and obtain reimbursement. KFHP further intends to prevent future errors by adopting processes and procedures for reimbursement so that KFHP will bill timely for all costs from each labor union and require timely payment for a union to continue to participate in this administration service going forward.

Activities Outside the United States

Region Number of Offices Number of employees, agents, and independent contractors. Activites Total Expenditures
Central America and the Caribbean 0 1 Program Services (PP&L INSURANCE) $5,935,575
Central America and the Caribbean 0 0 Conduct board meetings $4,282
Europe (Including Iceland and Greenland) 0 0 Investments $11,245,914
Totals: 1 $17,185,771

This organization does not maintain records to substantiate the amount of its grants and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance.

This organization was a U.S. transferor of property to a foreign corporation during the this tax year.

This organization had an ownership interest in a foreign corporation during the this tax year.

Form 990 2013 Full Details

Tax Year: 2013 (2013-01-01 - 2013-12-31)

Revenue Breakdown

Contributions: $0

Investment Income: $98,624,305

Other Revenue: $10,226,135


Total Revenue
$42,346,486,950

Expenses Breakdown

Grants and Similiar: $48,883,930

Member Benefits: $0

Salaries, other compensation, and employee benefits: $2,988,113,516

Other Expenses: $38,945,290,609


Total Expenses
$41,982,288,055

Assets

Initial Net Assets or Fund Balances: $1,580,092,871

Deficit (Revenue - Expenses): $364,198,895

Total Liabilities $12,735,086,923


Final Net Assets or Fund Balances:

$3,577,424,789

Top Program Service Accomplishments

Expenses: $1,025,419,988
Revenue: $561,120,177

Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan, Inc. (KFHP, INC.) is committed to improving medical care for beneficiaries of Medicaid and other government sponsored programs, not only for KFHP, INC. members, but also within the communities we serve. At the end of 2013, more than 398,000 individuals were receiving the benefits of full membership in KFHP, INC.'s Medicaid managed care programs in the states of California and Hawaii. Approximately 4,200 more individuals were members of the Children's Health Insurance Program (CHIP). In addition, KFHP, INC. provided health care on a fee-for-service basis for Medicaid beneficiaries who were not enrolled as KFHP, INC. members.

Expenses: $247,952,872
Revenue: $25,567,115

Charitable Care (Medical Financial Assistance and Charitable Coverage) Kaiser Foundation Health Plan, Inc. (KFHP, INC.) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP, INC. 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 2013, this program assisted approximately 156,000 qualifying applicants. The CHC programs offer regular Kaiser Foundation Health Plan membership at minimal cost to low income families who are not eligible for other public or privately sponsored coverage. More than 77,000 individuals were receiving comprehensive health care through these programs at the end of 2013.

Expenses: $66,103,174 including grants of $48,883,930
Revenue: $0

See Community Benefit Summary Rpt in Sch O

Political Campaign and Lobbying Activities

Political Expenditures: $0

This organization filed Form 4720 for this year.

This organization attempted to influence foreign, national, state or local legislation through the use of:
  • Paid Staff or Management
  • $202,436 on Mailings to members, legislators, or the public
  • $98,975 on Publications, or published or broadcast statements
  • $4,967,878 on Grants to other organizations for lobbying purposes
  • $2,398,658 on Direct contact with legislators, their staffs, government officials, or a legislative body
  • $296,171 on Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means
  • $1,922,615 on other activities
  • Total: $9,886,733

Explanations and Supplemental Information

SCHEDULE C, PART II-B, LINE 1A THROUGH 1I THE ORGANIZATION IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND PARTICIPATED IN AND BENEFITED FROM LOBBYING ACTIVITIES CONDUCTED AT THE REGIONAL AND NATIONAL LEVELS FOR THE BENEFIT OF ITS ENROLLED MEMBERS, THE BROADER COMMUNITYAND FOR THE HEALTH CARE INDUSTRY AS A WHOLE. AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), HEALTH PLAN HAS A POLICY PROHIBITING ANY OF HEALTH PLAN'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR THIS ORGANIZATION MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. HEALTH PLAN ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS TO VARIOUS FEDERAL, STATE, AND LOCAL OFFICIALS REGARDING MATTERS WHICH AFFECTED THE HEALTHCARE INDUSTRY AS A WHOLE. THE AMOUNT OF TIME AND MONEY INVOLVED IN THE ACTIVITIES IS DETAILED ON LINES A THROUGH I. HEALTH PLAN EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT HEALTH PLAN'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT FEDERAL AND STATE LEGISLATION HAVING AN IMPACT ON HEALTH PLAN'S CHARITABLE ACTIVITIES AS AN EXEMPT HEALTH MAINTENANCE ORGANIZATION. THESE INDIVIDUALS ATTEMPT TO ENSURE THAT PROPOSED LEGISLATION AND ENACTED LAWS ARE COMPATIBLE WITH THE INTERESTS OF HEALTH PLAN, ITS MEMBERS AND ITS PATIENTS BY PERFORMING THE FOLLOWING ACTIVITIES: - COLLECTING, ANALYZING AND DISTRIBUTING WITHIN THE ORGANIZATION, PUBLIC AND PRIVATE POLICY RECOMMENDATIONS REGARDING PROPOSED LEGISLATION THAT AFFECT THE OPERATION OF HEALTH PLAN AND ITS ABILITY TO PROVIDE QUALITY HEALTH AND MEDICAL CARE SERVICES TO ITS MEMBERS AND THE BROADER COMMUNITY IN A COST EFFECTIVE MANNER. - PROVIDING APPROPRIATE INFORMATIONAL MATERIALS TO LEGISLATORS AND TO/THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF HEALTH PLAN. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF HEALTH PLAN OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF HEALTH PLAN. OTHER EMPLOYEES AND OFFICERS PERFORM SERVICES BY DELIVERING SPEECHES AT VARIOUS PUBLIC AND PRIVATE FUNCTIONS AND IN SERVING AS FACULTY IN HEALTHCARE RELATED EDUCATIONAL PROGRAMS THROUGHOUT THE COMMUNITY.

Activities Outside the United States

Region Number of Offices Number of employees, agents, and independent contractors. Activites Total Expenditures
Central America and the Caribbean 0 1 Program Services (PP&L INSURANCE) $5,877,042
Central America and the Caribbean 0 0 Conduct board meetings $740
Europe (Including Iceland and Greenland) 0 0 Investments $9,461,943
Totals: 1 $15,339,725

This organization does not maintain records to substantiate the amount of its grants and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance.

This organization was a U.S. transferor of property to a foreign corporation during the this tax year.

This organization had an ownership interest in a foreign corporation during the this tax year.

Form 990 2012 Full Details

Tax Year: 2012 (2012-01-01 - 2012-12-31)

Revenue Breakdown

Contributions: $8,627,449

Investment Income: $185,291,370

Other Revenue: $12,049,302


Total Revenue
$40,148,558,254

Expenses Breakdown

Grants and Similiar: $15,076,563

Member Benefits: $0

Salaries, other compensation, and employee benefits: $2,750,563,970

Other Expenses: $36,817,189,153


Total Expenses
$39,582,829,686

Assets

Initial Net Assets or Fund Balances: $1,834,865,220

Deficit (Revenue - Expenses): $565,728,568

Total Liabilities $14,752,992,764


Final Net Assets or Fund Balances:

$1,580,092,871

Top Program Service Accomplishments

Expenses: $985,208,757
Revenue: $441,843,659

Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan, Inc. (KFHP) is committed to improving the way beneficiaries of our Medicaid and other government sponsored programs receive care, not only in our facilities, but also in the communities we serve. In 2012, KFHP participated in the Medicaid and Children's Health Insurance Plan (CHIP) programs to support the provision of primary and specialty care to residents of the states of California and Hawaii. At the end of 2012, over 220,000 individuals were receiving access to care in KFHP's managed care programs in the states of California and Hawaii. Approximately 200,000 individuals were receiving similar benefits under the CHIP programs. Additional information about Kaiser Foundation Health Plan Inc.'s charitable activities can be found in Schedule O.

Expenses: $235,924,658
Revenue: $23,227,946

Charitable Care (Medical Financial Assistance and Charitable Coverage) Kaiser Foundation Health Plan, Inc. (KFHP) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP offers financial assistance through our MFA program to help families and individuals that are unable to pay for all or part of the cost of urgent or emergent care provided in Kaiser Permanente facilities. In 2012, this program assisted more than 148,000 qualifying applicants, providing over 879,000 prescriptions and more than 108,000 hospital inpatient days. The CHC programs are available to low income families who are not eligible for other public or privately sponsored coverage. More than 81,000 individuals were receiving comprehensive care through these programs at the end of 2012. Additional information about Kaiser Foundation Health Plan Inc.'s charitable activities can be found in Schedule O.

Expenses: $12,623,891
Revenue: $0

See Community Benefit Summary Rpt in Sch O

Political Campaign and Lobbying Activities

Political Expenditures: $800

According to §4955 of the U.S. tax code, nonprofits must pay a 10% excise tax each political expenditure. Any organization manager making the expenditure must pay an additional 2.5% tax. Therefore, this organization paid $80 in tax. Organization manager(s) paid $0 in tax.

A correction was made. See explanations below.

This organization filed Form 4720 for this year.

This organization attempted to influence foreign, national, state or local legislation through the use of:
  • Paid Staff or Management
  • $96,111 on Mailings to members, legislators, or the public
  • $96,111 on Publications, or published or broadcast statements
  • $902,135 on Grants to other organizations for lobbying purposes
  • $2,586,443 on Direct contact with legislators, their staffs, government officials, or a legislative body
  • $164,460 on Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means
  • $693,531 on other activities
  • Total: $4,538,791

Explanations and Supplemental Information

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

SCHEDULE C, PART I-A, LINE 1 The disclosed political activity resulted from contribution being approved/paid

SCHEDULE C, PART I-B, LINE 4B As a result of our 2012 internal investigation, Kaiser Foundation Health Plan, Inc ("Kaiser") discovered that an improper expenditure has been paid to Political Action Committees (PAC). Such payment is contrary to our long-standing written policy prohibiting any political campaign involvement. We have requested and received a full refund of the payment or contribution from the recipient. In addition, we provided additional training to the person involved in this inadvertent error.

Activities Outside the United States

Region Number of Offices Number of employees, agents, and independent contractors. Activites Total Expenditures
Central America and the Caribbean 0 1 Program Services (PP&L INSURANCE) $6,283,905
Central America and the Caribbean 0 0 Conduct board meetings $2,005
East Asia and the Pacific 0 0 Investments $301,000
Europe (Including Iceland and Greenland) 0 0 Investments $481,000
Totals: 1 $7,067,910

This organization does not maintain records to substantiate the amount of its grants and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance.

This organization was a U.S. transferor of property to a foreign corporation during the this tax year.

This organization had an ownership interest in a foreign corporation during the this tax year.

Form 990 2011 Full Details

Tax Year: 2011 (2011-01-01 - 2011-12-31)

Revenue Breakdown

Contributions: $17,184,782

Investment Income: $295,638,801

Other Revenue: $9,645,374


Total Revenue
$37,786,011,714

Expenses Breakdown

Grants and Similiar: $6,537,029

Member Benefits: $0

Salaries, other compensation, and employee benefits: $2,607,063,471

Other Expenses: $34,427,611,278


Total Expenses
$37,041,211,778

Assets

Initial Net Assets or Fund Balances: $1,769,428,672

Deficit (Revenue - Expenses): $744,799,936

Total Liabilities $13,500,994,135


Final Net Assets or Fund Balances:

$1,834,865,220

Top Program Service Accomplishments

Expenses: $811,571,735
Revenue: $392,682,305

Other Government Sponsored Programs Health Plan is committed to improving the way Medicaid beneficiaries receive care, not only in our facilities, but also in the communities we serve. In 2011, Health Plan participated in a number of government programs. Medicaid Managed Care - providing comprehensive care for more than 211,337 managed care members. Additional information about Kaiser Foundation Health Plan Inc's charitable activities can be found in Schedule O, Community Benefit Report.

Expenses: $178,784,146
Revenue: $21,510,991

Charitable Care (Medical Financial Assistance and Charitable Coverage) Health Plan provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. MFA - Health Plan offers financial assistance to help families and individuals that are unable to pay for all or part of the cost of urgent or emergent care provided in Kaiser Permanente facility. In 2011, this program assisted more than 146,564 applicants, providing 751,998 prescriptions and 296,327 outpatient office visits. CHC - these programs are available to low income adults and children who are not eligible for other public or privately sponsored coverage. More than 83,742 patients received comprehensive care for up to four years through this program. Additional information about Kaiser Foundation Health Plan Inc's charitable activities can be found in Schedule O, Community Benefit Report.

Expenses: $21,256,478 including grants of $5,690,602
Revenue: $0

Sch. O, Community Benefit Report

Political Campaign and Lobbying Activities

Political Expenditures: $0

This organization filed Form 4720 for this year.

This organization attempted to influence foreign, national, state or local legislation through the use of:
  • Paid Staff or Management
  • $116,734 on Mailings to members, legislators, or the public
  • $19,714 on Publications, or published or broadcast statements
  • $1,141,192 on Grants to other organizations for lobbying purposes
  • $2,715,225 on Direct contact with legislators, their staffs, government officials, or a legislative body
  • $165,856 on Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means
  • $1,239,909 on other activities
  • Total: $5,398,630

Explanations and Supplemental Information

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

Activities Outside the United States

Region Number of Offices Number of employees, agents, and independent contractors. Activites Total Expenditures
Central America and the Caribbean 0 1 Program Services (PP&L INSURANCE) $6,725,241
Central America and the Caribbean 0 0 Conduct board meetings $1,353
Europe (Including Iceland and Greenland) 0 0 Investments $2,106,015
Totals: 1 $8,832,609

This organization does not maintain records to substantiate the amount of its grants and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance.

Form 990 2010 Full Details

Tax Year: 2010 (2010-01-01 - 2010-12-31)

Revenue Breakdown

Contributions: $1,053,084

Investment Income: $275,991,819

Other Revenue: $8,184,547


Total Revenue
$34,951,911,625

Expenses Breakdown

Grants and Similiar: $1,118,726

Member Benefits: $0

Salaries, other compensation, and employee benefits: $2,425,365,303

Other Expenses: $31,890,898,348


Total Expenses
$34,317,382,377

Assets

Initial Net Assets or Fund Balances: $1,484,225,922

Deficit (Revenue - Expenses): $634,529,248

Total Liabilities $11,254,249,985


Final Net Assets or Fund Balances:

$1,769,428,672

Top Program Service Accomplishments

Expenses: $831,486,767
Revenue: $349,292,377

Medicaid and Other Government Sponsored Programs Health Plan is committed to improving the way Medicaid beneficiaries receive care, not only in our facilities, but also in the communities we serve. In 2010, Health Plan participated in a number of government programs. Medicaid Managed Care - providing comprehensive care for more than 196,000 managed care members; Medicaid Fee for Service and the State Children's Health Initiative - providing comprehensive health benefits, including dental and vision care to more than 181,000 patients. Additional information about Kaiser Foundation Health Plan Inc's charitable activities can be found in Schedule O, Community Benefit Report.

Expenses: $202,170,131
Revenue: $29,370,688

Charitable Care (Medical Financial Assistance and Charitable Coverage) Health Plan provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. MFA - Health Plan offers financial assistance to help families and individuals that are unable to pay for all or part of the cost of urgent or emergent care provided in Kaiser Permanente facility. In 2010, this program assisted more than 102,000 applicants, providing more than 604,000 prescriptions and 260,000+ outpatient office visits. CHC - these programs are available to low income adults and children who are not eligible for other public or privately sponsored coverage. More than 87,000 patients received comprehensive care for up to four years through this program. Additional information about Kaiser Foundation Health Plan Inc's charitable activities can be found in Schedule O, Community Benefit Report.

Expenses: $12,836,153
Revenue: $0

Sch. O, Community Benefit Report

Political Campaign and Lobbying Activities

Political Expenditures: $0

This organization filed Form 4720 for this year.

This organization attempted to influence foreign, national, state or local legislation through the use of:
  • Paid Staff or Management
  • $177,388 on Mailings to members, legislators, or the public
  • $19,378 on Publications, or published or broadcast statements
  • $390,946 on Grants to other organizations for lobbying purposes
  • $3,017,402 on Direct contact with legislators, their staffs, government officials, or a legislative body
  • $168,768 on Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means
  • $13,500,353 on other activities
  • Total: $17,274,235

Explanations and Supplemental Information

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

Activities Outside the United States

Region Number of Offices Number of employees, agents, and independent contractors. Activites Total Expenditures
Central America and the Caribbean 0 1 Program Services (PP&L INSURANCE) $16,342,535
Central America and the Caribbean 0 0 Conduct board meetings $1,585
Totals: 0 1 $16,344,120

This organization does not maintain records to substantiate the amount of its grants and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance.

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Source: http://www.charityscout.org/nonprofit/94-1340523/kaiser-foundation-health-plan-inc