Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 01-01-2012 , 2012, and ending 12-31-2012
BCheck if applicable:
CName of organization
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
ONE KAISER PLAZA SUITE 15L
 
Room/suite
City or town, state or country, and ZIP + 4
OAKLAND, CA94612
D Employer identification number

58-1592076
E Telephone number

G Gross receipts $ 1,328,822,315
F Name and address of principal officer:
Kerry Kohnen
ONE KAISER PLAZA SUITE 15L
OAKLAND,CA94612
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
N/A
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1985
M State of legal domicile: GA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 5
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 2
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 2,604
6 Total number of volunteers (estimate if necessary) ............. 6 635
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 8,056,693 4,664,485
9 Program service revenue (Part VIII, line 2g) ......... 1,087,593,114 1,131,979,156
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,236,372 6,359,705
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,099,886,179 1,143,003,346
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 12,022,634 9,393,627
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 182,121,879 209,255,812
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 935,402,301 1,004,569,356
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,129,546,814 1,223,218,795
19 Revenue less expenses. Subtract line 18 from line 12....... -29,660,635 -80,215,449
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 375,804,045 521,618,742
21 Total liabilities (Part X, line 26)............. 468,048,759 718,400,600
22 Net assets or fund balances. Subtract line 21 from line 20..... -92,244,714 -196,781,858
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,102,907,432 including grants of $ 0 ) (Revenue $ 1,131,339,768 )
Member health care services and medical training for care improvement Kaiser Foundation Health Plan of Georgia, Inc. (KFHP of Georgia) provides medical and surgical care, including urgent care services, extended care and home health care, for its members without regards to age, sex, race, religion or national origin or the ability to pay. KFHP of Georgia educates and trains medical students and other health care professionals and promotes scientific and nursing education in order to improve care. Additional information about Georgia Health Plan's charitable activities can be found in Schedule O, Community Benefit Summary Report.
4b (Code:   ) (Expenses $ 11,250,571 including grants of $ 0 ) (Revenue $ 639,388 )
Charitable Care (Medical Financial Assistance and Charitable Coverage) Georgia Health Plan provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. Georgia Health Plan 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 2,600 qualifying applicants. The CHC Program is available to low income families who are not eligible for other public or privately sponsored coverage. More than 1,600 individuals were receiving comprehensive care through this program at the end of 2012. Additional information about Georgia Health Plan's charitable activities can be found in Schedule O, Community Benefit Summary Report.
4c (Code:   ) (Expenses $ 9,393,627 including grants of $ 9,393,627 ) (Revenue $ 0 )
Grants and Donations Georgia Health Plan supported approximately 100 nonprofit organizations and government agencies through the distribution of charitable contributions in 2012. Donations were strategically targeted to address the objectives of our four priority areas or streams of work. These funds enabled the nonprofit organizations and government agencies with whom we partner to continue providing programs and services that benefit vulnerable populations within the communities served by KFHP. Additional information about Georgia Health Plan's charitable activities can be found in Schedule O, Community Benefit Summary Report.
(Code:   ) (Expenses $ 9,326,888 including grants of $ 0 ) (Revenue $ 0 )
SCH. O, COMMUNITY BENEFIT SUMMARY REPORT
4d Other program services (Describe in Schedule O.)
(Expenses $ 9,326,888 including grants of $ 0 ) (Revenue $ 0 )
4e Total program service expensesMediumBullet1,132,878,518
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II..........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,196
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
2,604
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
5
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
2
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
GA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletVP - NATIONAL TAX COMPLIANCEONE KAISER PLAZA STE 15LOAKLANDCA94612 (510) 271-6385
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Kerry Kohnen........................................................................
Region President - Georgia
 40.0
.......................10.0 		X   X       0 650,751 192,226
(2) Jeffrey Koplan........................................................................
Director
 1.0
.......................0.0 		X           13,000 0 0
(3) Donna Lynne........................................................................
Director
 4.0
.......................46.0 		X   X       0 1,109,779 461,663
(4) J Neal Purcell........................................................................
Director
 1.0
.......................9.0 		X           14,000 237,464 0
(5) Bernard J Tyson........................................................................
Director & Chair
 5.0
.......................45.0 		X   X       0 4,087,093 246,726
(6) George Halvorson........................................................................
Chairman and CEO
 5.0
.......................45.0 		    X       0 9,800,351 112,560
(7) Kathryn Lancaster........................................................................
EVP & CFO
 4.0
.......................46.0 		    X       0 2,779,989 235,528
(8) Kirkland McGhee........................................................................
VP, Regional Counsel - GA
 50.0
.......................0.0 		    X       0 279,471 49,059
(9) Thomas Meier........................................................................
SVP, Corporate Treasurer
 3.0
.......................47.0 		    X       0 816,082 125,506
(10) Donald Orndoff........................................................................
SVP, NFS
 5.0
.......................45.0 		    X       0 766,341 179,878
(11) Arthur Southam........................................................................
EVP, Health Plan Operations
 5.0
.......................45.0 		    X       0 3,350,376 119,108
(12) Deborah Stokes........................................................................
SVP, CC & CAO
 4.0
.......................46.0 		    X       0 690,493 184,332
(13) Victoria Zatkin........................................................................
Assistant Secretary
 4.0
.......................46.0 		    X       0 339,271 192,592
(14) Mark Zemelman........................................................................
SVP, Gen Counsel & Secretary
 3.0
.......................47.0 		    X       0 1,019,066 181,919
(15) James Cullinan........................................................................
VP, Mktg Sales & Bus Dev't
 50.0
.......................0.0 		      X     0 410,911 85,372
(16) Carrie J Jennison........................................................................
VP, CFO - Georgia
 50.0
.......................0.0 		      X     0 814,788 103,799
(17) Michael Bernard Wathen........................................................................
VP, HP Svcs Admin - GA
 50.0
.......................0.0 		      X     0 190,345 64,416
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Dawn Bading........................................................................
VP, Human Resources - GA
 50.0
.......................0.0 		        X   0 302,333 95,751
(19) Jonna Kirkwood........................................................................
VP, Operations - GA
 50.0
.......................0.0 		        X   0 350,284 96,165
(20) Carolyn J Mustille........................................................................
VP, Quality, Service & Nursing
 50.0
.......................0.0 		        X   0 339,945 158,613
(21) Daniel J Styf........................................................................
VP, Strategy & Bus Execution
 50.0
.......................0.0 		        X   0 271,465 78,339
(22) Beverly Thomas........................................................................
VP, Community & Public Affairs
 50.0
.......................0.0 		        X   0 297,091 79,424
(23) Steven Zatkin........................................................................
Former Gen. Counsel/Consultant
 0.0
.......................0.0 		          X 0 323,501 0














1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 27,000 29,227,190 3,042,976
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet229
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
PIEDMONT HOSPITAL, PO BOX 102526ATLANTAGA30368 MEDICAL SERVICES 57,509,444
NORTHSIDE HOSPITAL, PO BOX 101818ATLANTAGA30392 MEDICAL SERVICES 79,220,140
SOUTHEASTERN PERMANENTE MEDICAL GRO, 3495 PIEDMONT ROAD NEATLANTAGA30305 MEDICAL SERVICES 256,288,882
CHILDREN'S HEALTHCARE OF ATLANTA, PO BOX 116101ATLANTAGA30368 MEDICAL SERVICES 16,111,096
GWINNETT HOSPITAL SYSTEM, PO BOX 116360ATLANTAGA30368 GENERAL CONTRACTING 14,540,496
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet347
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 4,009,958
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		654,527
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 4,664,485
Program Service Revenue Business Code
2a MEMBERS HEALTH CARE 621400 869,553,939 869,553,939    
b SUPPLEMENTAL CHARGE 621400 56,899,549 56,899,549    
c NON-PLAN & INDUSTRIAL 621400 3,196,525 3,196,525    
d OTHER PROGRAM SERVICES 621400 23,136,431 23,136,431    
e MEDICARE/MEDICAID PAYMENTS 621400 179,192,712 179,192,712    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,131,979,156
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 2,761,470     2,761,470
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 189,393,204 24,000
b Less: cost or other basis and sales expenses 185,797,852 21,117
c Gain or (loss) 3,595,352 2,883
d Net gain or (loss)..........MediumBullet 3,598,235     3,598,235
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 1,143,003,346 1,131,979,156   6,359,705
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 9,393,627 9,393,627
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 27,000   27,000  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 154,036,474 134,086,597 19,949,877  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 16,981,710 16,981,710    
9 Other employee benefits ....... 26,466,919 25,170,836 1,296,083  
10 Payroll taxes ........... 11,743,709 6,920,448 4,823,261  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 2,517   2,517 0
c Accounting ........... 831,755   831,755  
d Lobbying ........... 168,246   168,246  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 85,427   85,427  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 217,279,830 201,040,763 16,239,067  
12 Advertising and promotion .... 8,158,079 750,678 7,407,401  
13 Office expenses ....... 2,033,074 1,802,968 230,106  
14 Information technology ...... 74,494,985 67,021,098 7,473,887  
15 Royalties .. 0      
16 Occupancy ........... 12,821,155 12,820,963 192  
17 Travel ............ 1,422,112 1,024,304 397,808  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 414,353   414,353  
20 Interest ........... 14,709,468 14,709,468    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 20,292,575 20,292,575    
23 Insurance .............. 4,010,482 4,010,482    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a BASIC CONTRACTUAL PAYMENTS 443,548,710 443,548,710    
b SUPPLIES 129,073,611 121,488,386 7,585,225  
c INTER-REGIONAL CHARGES 35,155,732 31,831,597 3,324,135  
d REPAIRS & MAINTENANCE 9,415,647 9,288,727 126,920  
e All other expenses 30,651,598 10,694,581 19,957,017  
25 Total functional expenses. Add lines 1 through 24e 1,223,218,795 1,132,878,518 90,340,277 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 695,806 1 620,212
2 Savings and temporary cash investments ......... 0 2 0
3 Pledges and grants receivable, net ........... 0 3 0
4 Accounts receivable, net ............. 32,310,378 4 37,967,432
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 10,527,838 8 9,772,183
9 Prepaid expenses and deferred charges .......... 1,280,557 9 1,387,831
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 368,546,957
b Less: accumulated depreciation ..... 10b 152,936,599 186,223,744 10c 215,610,358
11 Investments—publicly traded securities .......... 144,304,913 11 255,933,826
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 460,809 15 326,900
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 375,804,045 16 521,618,742
Liabilities 17 Accounts payable and accrued expenses ......... 97,667,730 17 114,400,136
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 16,107,012 19 14,622,269
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 354,274,017 25 589,378,195
26 Total liabilities. Add lines 17 through 25......... 468,048,759 26 718,400,600
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..............   27  
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........ 5,665,218 30 8,511,540
31 Paid-in or capital surplus, or land, building or equipment fund ..... 0 31 0
32 Retained earnings, endowment, accumulated income, or other funds -97,909,932 32 -205,293,398
33 Total net assets or fund balances ........... -92,244,714 33 -196,781,858
34 Total liabilities and net assets/fund balances ........ 375,804,045 34 521,618,742
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,143,003,346
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,223,218,795
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-80,215,449
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
-92,244,714
5
Net unrealized gains (losses) on investments ...............
5
-2,924,304
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-21,397,391
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
-196,781,858
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
Yes
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC
 
Employer identification number

58-1592076
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 1,882,337 2,057,241 2,350,668 8,056,693 4,664,485 19,011,424
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 1,083,297,320 1,060,150,602 945,171,878 1,087,593,114 1,131,979,156 5,308,192,070
3 Gross receipts from activities that are not an unrelated trade or business under section 513..           0
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...           0
5 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
6 Total. Add lines 1 through 5. 1,085,179,657 1,062,207,843 947,522,546 1,095,649,807 1,136,643,641 5,327,203,494
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...           0
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.           0
c Add lines 7a and 7b..           0
8 Public support (Subtract line 7c from line 6.)           5,327,203,494
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
9 Amounts from line 6... 1,085,179,657 1,062,207,843 947,522,546 1,095,649,807 1,136,643,641 5,327,203,494
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 6,513,719 5,254,905 4,327,774 3,549,083 2,761,470 22,406,951
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.           0
c Add lines 10a and 10b. 6,513,719 5,254,905 4,327,774 3,549,083 2,761,470 22,406,951
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.           0
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..           0
13 Total support. (Add lines 9, 10c, 11, and 12.).. 1,091,693,376 1,067,462,748 951,850,320 1,099,198,890 1,139,405,111 5,349,610,445
14
Section C. Computation of Public Support Percentage
15
15
99.581 %
16
16
99.479 %
Section D. Computation of Investment Income Percentage
17
17
0.419 %
18
18
0.521 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC
 
Employer identification number

58-1592076
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC
  		Employer identification number

58-1592076
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC
  		Employer identification number

58-1592076
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC
  		Employer identification number

58-1592076
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC
 
Employer identification number

58-1592076
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2012

Schedule C (Form 990 or 990-EZ) 2012
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total
             
2a Lobbying nontaxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2012


Schedule C (Form 990 or 990-EZ) 2012
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
 
e
Publications, or published or broadcast statements? .......................
Yes
 
 
f
Grants to other organizations for lobbying purposes? .......................
Yes
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
158,871
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
9,375
j
Total. Add lines 1c through 1i ...............................
168,246
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
No
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered “No” OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Identifier Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1A THROUGH 1I LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES 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: (I) 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. (II) 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. (III) 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. (IV) 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 (Form 990 or 990EZ) 2012

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC
 
Employer identification number

58-1592076
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   24,371,491 24,371,491
b Buildings ................   189,571,392 68,611,501 120,959,891
c Leasehold improvements ............   36,016,154 20,803,970 15,212,184
d Equipment ................   104,594,649 62,235,394 42,359,255
e Other .................   13,993,271 1,285,734 12,707,537
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 215,610,358
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
PENSION PLAN PAYABLE 83,120,097
SELF INS RISK-PROF PUBLIC LIAB 33,713,976
OTHER LIABILITIES 11,050,722
DUE TO AFFILIATED ORGANIZATION 149,601,523
PREMIUM DEFICIENCY RESERVE 22,120,901
NOTE PAYABLE TO AFFILIATES 288,177,600
SELF INS RISK - WORKERS COMP 1,593,376


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 589,378,195
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 1,144,138,848
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a -2,924,304
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 11,184,943
e Add lines 2a through 2d ..................... 2e 8,260,639
3 Subtract line 2e from line 1..................... 3 1,135,878,209
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 7,125,137
c Add lines 4a and 4b....................... 4c 7,125,137
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,143,003,346
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 1,248,675,992
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 29,081,257
e Add lines 2a through 2d...................... 2e 29,081,257
3 Subtract line 2e from line 1..................... 3 1,219,594,735
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 85,427
b Other (Describe in Part XIII.) ............ 4b 3,538,633
c Add lines 4a and 4b....................... 4c 3,624,060
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,223,218,795
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
SCHEDULE D, PART X, LINE 2 FIN 48 FOOTNOTE The organization financial statements do not include a footnote under FIN 48.
SCHEDULE D, PART XI RECONCILIATION OF REVENUE LINE 2D: TRANSFER OF UNREALIZED GAINS $ 2,846,322 INTER-ENTITY REVENUE - RECLASS 7,304,002 GAIN/LOSS ON INVESTMENTS - BOOK 1,369,012 Investment Management Expenses < 85,427 > OTTI LOSSES - SEE "NOTE 1" < 248,966 > _______________ TOTAL 11,184,943 NOTE 1: OTHER THAN TEMPORARY IMPAIRMENT (OTTI) OF INVESTMENT RECOGNIZED FOR FINANCIAL STATEMENT PURPOSES, WHICH WILL BE TAX REPORTED WHEN REALIZED. LINE 4B: FIXED ASSETS LOSS - RECLASS $ < 8,848 > BAD DEBT EXPENSES - RECLASS 3,538,633 GAIN/LOSS ON INVESTMENTS - TAX 3,595,352 ______________ TOTAL 7,125,137
SCHEDULE D, PART XII RECONCILIATION OF EXPENSES Line 2D: FIXED ASSET LOSS - RECLASS $ 8,848 INTER-ENTITY REVENUE - RECLASS 7,304,002 CHANGE IN PENSION & OTHER COMPREHENSIVE INCOME 21,768,407 ______________ TOTAL 29,081,257 Line 4B: Bad Debt Expenses - Reclass $ 3,538,633
Schedule D (Form 990) 2012

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC
 
Employer identification number
58-1592076
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Advantage Behavioral Health Systems
250 North Avenue
Athens,GA30601 		58-2112427 Government 50,000       Integrate Hlth Care
(2) AID Gwinnett Inc
3075 Breckinridge Blvd415
Duluth,GA30096 		58-1973324 501(c)(3) 69,704       High Risk Youth HIV
(3) American Heart Association Inc
1101 Northchase Pkwy 1
Marietta,GA30067 		13-5613797 501(c)(3) 96,950       CPR Anytime Program
(4) American Lung Association Southeast Incorp
2452 Spring Road SE
Smyrna,GA30080 		59-0662271 501(c)(3) 50,000       SMART Project
(5) Aniz Inc
233 Mitchell St Ste 200
Atlanta,GA30303 		58-2272426 501(c)(3) 38,000       Adolescents Learn
(6) Armstrong Atlantic State Univ Fdn Inc
11935 Abercorn St
Savannah,GA31419 		58-1577237 501(c)(3) 20,000       Nursing Department
(7) Assoc of State and Territorial Chronic Dis
2200 Century Pkwy 250
Atlanta,GA30345 		73-1328414 501(c)(3) 80,000       Metro Atlanta Safe
(8) Atlanta Community Food Bank Inc
732 Joseph E Lowery Blvd
Atlanta,GA30318 		58-1376648 501(c)(3) 95,000       Expand Mobile Food
(9) Atlanta Leadership Development Fdn Inc
Ten Peachtree Pl Ste 620
Atlanta,GA30309 		23-7015688 501(c)(3) 12,000       Leadership Atl Class
(10) Atlanta Regional Commission
40 Courtland Street NE
Atlanta,GA30303 		58-6002324 501(c)(3) 50,000       Atlanta Regional Com
(11) Atlanta Women's Foundation Inc
50 Hurt Plaza Suite 401
Atlanta,GA30303 		58-2389721 501(c)(3) 50,000       Atlanta Women's Fdn
(12) Back on My Feet
50 Hurt Plaza Suite 850
Atlanta,GA30303 		26-2109809 501(c)(3) 18,000       Empower Individual
(13) Brain Tumor Foundation for Children Inc
6065 Roswell Rd NE 505
Atlanta,GA30328 		58-1524616 501(c)(3) 30,000       Butterfly Fund
(14) Camp Kudzu Inc
5885 Glenridge Dr Ste 160
Atlanta,GA30328 		58-2449646 501(c)(3) 25,000       Diabetes Management
(15) Center for Pan Asian Community Servs Inc
3510 Shallowford Road NE
Atlanta,GA30341 		58-1437980 501(c)(3) 56,700       Dowa Clinic
(16) Center for the Visually Impaired Inc
739 West Peachtree St NW
Atlanta,GA30308 		58-1168874 501(c)(3) 15,000       STARS
(17) Children's Healthcare of Atlanta Inc
1584 Tullie Circle NE
Atlanta,GA30329 		58-1710601 501(c)(3) 1,000,000       Children Healthcare
(18) CHRIS Kids Inc
1017 Fayeteville Rd Ste B
Atlanta,GA30316 		58-1430183 501(c)(3) 75,000       Trauma, Treatment
(19) City of Refuge Inc
1300 Joseph E Boone Blvd
Atlanta,GA30314 		58-2194642 501(c)(3) 49,951       City of Refuge Organ
(20) Clarkston Community Center Foundation Inc
3701 College Ave
Clarkston,GA30021 		58-2127610 501(c)(3) 20,000       Clarkston Nutrit Ed
(21) Clayton Cty Community Srvs Authority Inc
1000 Main St
Forest Park,GA30298 		58-0965193 501(c)(3) 25,000       Rise Up!
(22) Clayton State University Foundation Inc
2000 Clayton State Blvd
Morrow,GA30260 		23-7419285 501(c)(3) 80,000       Nursing Department
(23) Cobb County Board of Health
1650 County Svcs Pkwy
Marietta,GA30008 		58-1517015 Government 70,000       Babies Born Healthy
(24) Cobb County Community Services Board
3830 S Cobb Dr Ste 300
Smyrna,GA30080 		58-2107033 Government 70,000       Project Gateway
(25) Community Advanced Practice Nurses Inc
173 Boulevard NE
Atlanta,GA30312 		58-2435328 501(c)(3) 69,989       Healthcare and Med
(26) Culture Connect Inc
4151 Memorial Dr Ste 207E
Decatur,GA30032 		42-1692101 501(c)(3) 38,820       Medical Interpreter
(27) Emory University
1762 Clifton Rd Ste 1400
Suite 200
Atlanta,GA30322 		58-0566256 501(c)(3) 110,000       Georgia School-Based
(28) Families First Inc
1105 West Peachtree St NE
Atlanta,GA30309 		58-1054331 501(c)(3) 65,000       Families Firsts Teen
(29) Fayette Care Clinic Inc
1260 Highway 54W 101
Fayetteville,GA30214 		20-0314897 501(c)(3) 70,000       Increasing Access
(30) First Step Staffing
236 Auburn Ave NE 203
Atlanta,GA30303 		20-8038859 501(c)(3) 95,000       First Step Ben Prog
(31) Georgia Ballet Inc
1255 Field Parkway
Marietta,GA30066 		58-1420599 501(c)(3) 10,000       Arts In Education
(32) Georgia Charitable Care Network Inc
1015Don Lee Hollowell Pky
Atlanta,GA30318 		80-0100336 501(c)(3) 72,000       GCCN Telemedicine
(33) Georgia Conservancy Inc
817 W Peachtree St 200
Atlanta,GA30308 		58-1027246 501(c)(3) 50,000       School Siting Train
(34) Georgia Health News Inc
2635 Rangewood Court
Atlanta,GA30345 		27-3543332 501(c)(3) 8,500       Children health/safe
(35) Georgia Meth Project
3715 Northside Pkwy1-320
Atlanta,GA30327 		26-4238238 501(c)(3) 50,000       Georgia Meth Project
(36) Georgia Organics Inc
200 A Ottley Drive
Atlanta,GA30324 		58-2345310 501(c)(3) 77,220       Farm RX 'A Prescrip
(37) Georgia Perimeter College Foundation Inc
3251 Panthersville Road
Decatur,GA30034 		58-1492364 501(c)(3) 80,000       Nursing Department
(38) Georgia State University Foundation Inc
One Park Place Suite 533
Atlanta,GA30303 		58-6033185 501(c)(3) 87,500       J. Rhodes Haverty
(39) Girl Scouts of Greater Atlanta Inc
5601 N Allen Rd
Mableton,GA30126 		58-0566190 501(c)(3) 24,900       Camp Financial Assis
(40) Girls on the Run of Atlanta Inc
1904 Monroe Dr Ste 140
Atlanta,GA30306 		58-2568271 501(c)(3) 32,000       Atlanta Expansion
(41) Good News Clinics Inc
810 Pine Street
Gainesville,GA30501 		58-2058853 501(c)(3) 70,000       Sam Poole Medical
(42) Good Samaritan Health and Welln Cntr Inc
175 Samaritan Way
Jasper,GA30143 		58-2576315 501(c)(3) 70,000       Sustain and Response
(43) Good Samaritan Health Center of Cobb Inc
1605 Roberta Drive SW
Marietta,GA30008 		32-0045238 501(c)(3) 50,000       Primary Health Home
(44) Good Samaritan Health Center Inc
1015Don Lee Hollowell Pky
Suite 290
Atlanta,GA30318 		58-2373395 501(c)(3) 69,550       Establishing Medical
(45) Good Samaritan Health Ctr of Gwinnett Inc
3700 Club Drive
Lawrenceville,GA30044 		27-0080400 501(c)(3) 8,100       Project 250
(46) Gwinnett Community Clinic Inc
2160 Fountain Drive
Snellville,GA30078 		58-1868227 501(c)(3) 24,750       Chronic Disease Mgm
(47) Gwinnett Tech Foundation
5150 Sugarloaf Pkwy
Lawrenceville,GA30043 		58-2106879 501(c)(3) 15,000       Nursing Department
(48) Hands of Hope Clinic Inc
1010 Hospital Dr B
Stockbridge,GA30281 		42-1591970 501(c)(3) 24,400       Diabetic SelfCare
(49) HealthMPowers Inc
3200 Pointe Pkwy Ste 400
Norcross,GA30092 		58-2524601 501(c)(3) 20,000       Empowering Students
(50) Healthy Mothers Healthy Babies of GA Inc
2300Henderson Mill Rd 410
Atlanta,GA30345 		58-1440585 501(c)(3) 15,800       Breastfeeding Initia
(51) Heritage Fund of Atlanta Med Assoc Inc
100 Edgewood Ave Ste 820
Atlanta,GA30303 		58-2372394 501(c)(3) 18,200       Heritage Fund of Atl
(52) Hispanic Health Coalition of Georgia Inc
424 Decatur Street
Atlanta,GA30312 		75-2995466 501(c)(3) 35,000       Inclusive & Cultural
(53) Hope Health Clinic Inc
409 W Solomon Street
Griffin,GA30223 		20-0719396 501(c)(3) 70,000       Maximizing Nutrition
(54) Jewish Family & Career Services Inc
4549 Chamblee Dunwoody Rd
Atlanta,GA30338 		58-1479212 501(c)(3) 50,000       Ben Massell Dental
(55) Junior Achievement of Georgia Inc
460 Abernathy Road NE
Atlanta,GA30328 		58-0598050 501(c)(3) 35,000       Program Support
(56) Kate's Club INC
1330 W Peachtree St NW520
Atlanta,GA30309 		16-1646487 501(c)(3) 29,400       Kate's Club Support
(57) Kennesaw State University Foundation Inc
1000 Chastain Road
Kennesaw,GA30066 		23-7034345 501(c)(3) 90,000       Nursing Department
(58) Leadership DeKalb Inc
315W Ponce deLeon Ave1069
Decatur,GA30030 		58-2131661 501(c)(3) 7,500       Health &Wellness Day
(59) Life Tools Community Development Corp
5357 Chapel Hill Rd
Douglasville,GA30135 		27-0070164 501(c)(3) 6,300       Open the Door Care
(60) Macon College Foundation Inc
100College Station Dr A217
Macon,GA31210 		23-7066010 501(c)(3) 20,000       KP Nursing
(61) Mary Hall Freedom House Inc
200 Hannover Park Rd 200
Atlanta,GA30350 		58-2238354 501(c)(3) 25,000       Destiny Unlimited
(62) Maynard Jackson Youth Foundation
100 Peachtree St Ste 2275
Atlanta,GA30303 		58-1884897 501(c)(3) 19,500       Learn.Live.Lead.(L3)
(63) McIntosh Trail Community Service Board
1501-A Kalamazoo Dr
Griffin,GA30224 		58-2098758 Government 70,000       Spalding Health
(64) Mercy Health Center Inc
767 Oglethorpe Ave Ste B
Athens,GA30606 		58-2603523 501(c)(3) 40,000       It Takes a Village
(65) Mercy Heart Inc
2796 Georgia Hwy 20 S
Conyers,GA30013 		26-3786470 501(c)(3) 12,000       Mercy Heart Operatn
(66) Ministries United for Serv & Training Inc
1407 Cobb Parkway North
Marietta,GA30061 		58-2034725 501(c)(3) 58,150       Summer Lunch Program
(67) MLK Jr Cntr Nonviolent Social Chge Inc
449 Auburn Avenue NE
Atlanta,GA30312 		58-1030989 501(c)(3) 27,000       2013 Salute To Great
(68) MLK Jr Poor Peoples Church of Love
1035 Donnelly Avenue SW
Suite 100
Atlanta,GA30310 		58-1340903 501(c)(3) 25,000       MLK, Jr.
(69) Morehouse College
830 Westview Drive
Atlanta,GA30314 		58-0566205 501(c)(3) 15,000       Dr. Franklin Health
(70) National Mental Health Assoc of GA Inc
100 Edgewood Ave Ste 502
NW
Atlanta,GA30303 		58-0611310 501(c)(3) 50,000       Healthcare Access
(71) Nature Conservancy Inc
1330 W Peachtree St NW410
Atlanta,GA30309 		53-0242652 501(c)(3) 15,000       Preserve North GA
(72) New Hope Initiatives
970 Jefferson St NW
Atlanta,GA30318 		27-0230104 501(c)(3) 40,000       C.N.A.andSTRIVE Job
(73) North Fulton Community Charities Inc
11270 Elkins Road
Roswell,GA30076 		58-1521088 501(c)(3) 25,000       Emergency Assistance
(74) Palmetto Health Council Inc
643 Main Street
Palmetto,GA30268 		58-1307597 501(c)(3) 70,000       Integration Primary
(75) Park Pride Atlanta Inc
233 Peachtree St NE 1600
Suite 300
Atlanta,GA30303 		58-1883895 501(c)(3) 48,500       Community Gardening
(76) Partnership Against Domestic Violence
114 New Street Suite L
Decatur,GA30030 		58-1314556 501(c)(3) 54,250       FY13 Teen Dat Viol
(77) Partnership for Community Action Inc
815 Park North Blvd
Clarkston,GA30021 		58-6049575 501(c)(3) 45,000       Healthy Access Proj
(78) Pedestrians Educat Drivers on Safety Inc
1389 Peachtree St NE 202
Atlanta,GA30309 		58-2267503 501(c)(3) 25,000       Safe Routes Transit
(79) Physicians Care Clinic Inc
2675 N Decatur Rd 406
Decatur,GA30033 		58-2107579 501(c)(3) 19,500       Clinic & chronic dis
(80) Piedmont Hospital Incorporated
1968 Peachtree Road NW
Atlanta,GA30309 		58-0566213 501(c)(3) 500,000       Enhancing Patients
(81) Piedmont Park Conservancy Inc
400 Park Drive NE
Atlanta,GA30306 		58-1551369 501(c)(3) 74,400       Healthy Living
(82) Project Open Hand-Atlanta Inc
176 Ottley Drive
Atlanta,GA30324 		58-1816778 501(c)(3) 95,000       Market Basket Pantry
(83) Robert W Woodruff Arts Center Inc
1280 Peachtree St NE
Atlanta,GA30309 		58-0633971 501(c)(3) 99,000       Young smART
(84) Rockdale County
1240 Dogwood Dr PO 289
Conyers,GA30012 		58-6000882 Government 50,000       Rockdale Senior Well
(85) Senior Connections Inc
5328 Peachtree Road
Chamblee,GA30341 		58-1187876 501(c)(3) 50,000       Meals On Wheels
(86) Senior Services North Fulton Inc
3060 Royal Blvd S130
Alpharetta,GA30022 		58-1948370 501(c)(3) 20,000       Transport Options
(87) Snr Citizen Services of Metro Atlanta Inc
1705 Commerce Drive NW
Atlanta,GA30318 		58-0960309 501(c)(3) 50,000       Extra Help&Care Mgmt
(88) Special Olympics Georgia Inc
4000DeKalb Technology Pky
Atlanta,GA30340 		23-7201676 501(c)(3) 8,000       Health & Wellness
(89) Susan G Komen Breast Cancer Foundation
4840Roswell Rd Bldg D100
Atlanta,GA30342 		58-1959763 501(c)(3) 22,000       Komen Atlanta Race
(90) The Cancer Foundation of Northeast Georgia
3320Old Jefferson Rd 700
Athens,GA30607 		20-3378035 501(c)(3) 12,600       Financial Assist
(91) The Children's Museum of Atlanta Inc
275Centennial Olympic Dr
Atlanta,GA30313 		58-1785484 501(c)(3) 50,000       Growing Healthy Kids
(92) The Cntr for Black Women's Well CBWW Inc
477 Windsor St SW Ste309
Atlanta,GA30312 		58-2212203 501(c)(3) 65,348       Safety Clinic -CVD
(93) The Community Fdn for Greater Atlanta Inc
50 Hurt Plaza Suite 449
Atlatnta,GA30303 		58-1344646 501(c)(3) 650,000       K.P. Fund for CB
(94) The Environmental Fund for Georgia Inc
1447 Peachtree St Ste214
Atlanta,GA30309 		58-2022001 501(c)(3) 97,000       2013 Earth Day Event
(95) The Henry W Grady Health System Fdn Inc
191 Peachtree St NE 820
Atlanta,GA30303 		58-2130437 501(c)(3) 2,083,000       TRAVEL in PINK Fund
(96) The Morehouse School Of Medicine Inc
720 Westview Drive SW
Atlanta,GA30310 		58-1438873 501(c)(3) 160,000       Strategic Partner
(97) Trees Atlanta Inc
225 Chester Avenue
Atlanta,GA30316 		58-1584758 501(c)(3) 90,000       Atl BeltLine Arbore
(98) United Way of Metropolitan Atlanta Inc
100 Edgewood Ave NE
Atlanta,GA30303 		58-0566194 501(c)(3) 300,000       Healthy Communities
(99) University of West Georgia Foundation Inc
1601 Maple Street
Carrollton,GA30118 		58-6056464 501(c)(3) 20,000       K.P. Nursing
(100) Visiting Nurse Health System Inc
5775 Glenridge Dr E200
Atlanta,GA30328 		58-0566250 501(c)(3) 70,000       PalliativeCare Pilot
(101) Wellspring Living Inc
140 Howell Road Ste C-2
Tyrone,GA30291 		58-2614182 501(c)(3) 32,000       Wellspring Girls Pro
(102) Year Up Inc
730 Peachtree Street
Atlanta,GA30308 		04-3534407 501(c)(3) 24,695       Student Services
(103) YMCA of Metropolitan Atlanta Inc
100 Edgewood Ave Ste 1100
Atlanta,GA30303 		58-0566253 501(c)(3) 250,000       K.P./YMCA HEAL 2013
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
103
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 At the end of their funding cycle, grantees are required to submit a final Report which delineates accomplishments related to stated objectives. Large grants (typically over $100K) may require quarterly progress reports.
Schedule I (Form 990) 2012


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC
 
Employer identification number

58-1592076
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)Dawn BadingVP, Human Resources - GA (i)
(ii)		 0
188,141 		0
81,790 		0
32,402 		0
67,894 		0
27,857 		0
398,084 		0
0
(2)James CullinanVP, Mktg Sales & Bus Dev't (i)
(ii)		 0
203,738 		0
136,056 		0
71,117 		0
69,836 		0
15,536 		0
496,283 		0
13,366
(3)George HalvorsonChairman and CEO (i)
(ii)		 0
1,242,168 		0
6,949,670 		0
1,608,513 		0
80,547 		0
32,013 		0
9,912,911 		0
1,500,000
(4)Carrie J JennisonVP, CFO - Georgia (i)
(ii)		 0
363,441 		0
232,559 		0
218,788 		0
93,079 		0
10,720 		0
918,587 		0
0
(5)Jonna KirkwoodVP, Operations - GA (i)
(ii)		 0
230,579 		0
101,947 		0
17,758 		0
68,386 		0
27,779 		0
446,449 		0
0
(6)Kerry KohnenRegion President - Georgia (i)
(ii)		 0
384,355 		0
202,438 		0
63,958 		0
173,696 		0
18,530 		0
842,977 		0
0
(7)Kathryn LancasterEVP & CFO (i)
(ii)		 0
650,287 		0
1,297,450 		0
832,252 		0
221,210 		0
14,318 		0
3,015,517 		0
261,310
(8)Donna LynneDirector (i)
(ii)		 0
491,921 		0
577,175 		0
40,683 		0
445,950 		0
15,713 		0
1,571,442 		0
0
(9)Kirkland McGheeVP, Regional Counsel - GA (i)
(ii)		 0
196,507 		0
79,688 		0
3,276 		0
37,683 		0
11,376 		0
328,530 		0
0
(10)Thomas MeierSVP, Corporate Treasurer (i)
(ii)		 0
318,951 		0
459,975 		0
37,156 		0
98,090 		0
27,416 		0
941,588 		0
1,075
(11)Carolyn J MustilleVP, Quality, Service & Nursing (i)
(ii)		 0
256,541 		0
63,734 		0
19,670 		0
143,466 		0
15,147 		0
498,558 		0
374
(12)Donald OrndoffSVP, NFS (i)
(ii)		 0
390,840 		0
352,750 		0
22,751 		0
156,068 		0
23,810 		0
946,219 		0
0
(13)J Neal PurcellDirector (i)
(ii)		 14,000
223,250 		0
0 		0
14,214 		0
0 		0
0 		14,000
237,464 		0
0
(14)Arthur SouthamEVP, Health Plan Operations (i)
(ii)		 0
755,588 		0
1,530,102 		0
1,064,686 		0
97,089 		0
22,019 		0
3,469,484 		0
333,769
(15)Deborah StokesSVP, CC & CAO (i)
(ii)		 0
347,253 		0
278,496 		0
64,744 		0
167,539 		0
16,793 		0
874,825 		0
43,578
(16)Daniel J StyfVP, Strategy & Bus Execution (i)
(ii)		 0
186,193 		0
70,335 		0
14,937 		0
59,700 		0
18,639 		0
349,804 		0
0
(17)Beverly ThomasVP, Community & Public Affairs (i)
(ii)		 0
182,000 		0
93,038 		0
22,053 		0
68,419 		0
11,005 		0
376,515 		0
0
(18)Bernard J TysonDirector & Chair (i)
(ii)		 0
932,699 		0
2,087,352 		0
1,067,042 		0
221,647 		0
25,079 		0
4,333,819 		0
449,238
(19)Michael Bernard WathenVP, HP Svcs Admin - GA (i)
(ii)		 0
160,194 		0
14,514 		0
15,637 		0
44,070 		0
20,346 		0
254,761 		0
0
(20)Steven ZatkinFormer Gen. Counsel/Consultant (i)
(ii)		 0
0 		0
288,225 		0
35,276 		0
0 		0
0 		0
323,501 		0
16,632
(21)Victoria ZatkinAssistant Secretary (i)
(ii)		 0
196,294 		0
106,133 		0
36,844 		0
189,027 		0
3,565 		0
531,863 		0
3,175
(22)Mark ZemelmanSVP, Gen Counsel & Secretary (i)
(ii)		 0
465,119 		0
387,152 		0
166,795 		0
159,780 		0
22,139 		0
1,200,985 		0
126,344
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
SCHEDULE J, PART II   Steven Zatkin - General Counsel to 6/30/10; consultant 3/4/11 to present. SCHEDULE J, PART I, LINE 3 TOP MANAGEMENT OFFICIALS' COMPENSATION Kaiser Foundation Health Plan of Georgia relied on Kaiser Foundation Health Plan, Inc. that used one or more of the methods described below to establish the top management officials' compensation: - Compensation committee - Independent compensation consultant - Form 990 of other organizations - Written employment contract - Compensation survey or study, and - Approval by the board or compensation committee.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT JAMES CULLINAN $ 54,707 GEORGE HALVORSON 1,500,000 KATHRYN LANCASTER 790,314 THOMAS MEIER 1,075 CAROLYN MUSTILLE 374 ARTHUR SOUTHAM 1,021,889 DEBORAH STOKES 43,578 BERNARD TYSON 1,036,741 STEVEN ZATKIN 16,632 VICTORIA ZATKIN 3,175 MARK ZEMELMAN 126,344 SOME OF THE LISTED PERSONS PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO ACCOUNTS HELD IN THE NAME OF INDIVIDUAL PARTICIPANTS. CONTRIBUTIONS VARY BY POSITION LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH ACTUAL INVESTMENT RETURNS FROM UP TO FOUR MUTUAL FUNDS AND/OR WITH A FIXED RATE OF INTEREST OR A COMBINATION THEREOF. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE.
SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS The organization provided non-fixed payments to some of the persons listed. Payments were made under incentive plans, based on attainment of organizational performance goals and individual performance, designed to support the organization's mission to provide high-quality, affordable care and improve the health of its members and the communities it serves.
Schedule J (Form 990) 2012

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC
 
Employer identification number

58-1592076
Identifier Return Reference Explanation
Form 990, Heading, Item B, Amended Return   Part VII and Schedule J of the return have been amended to reflect updated compensation information regarding certain deferred compensation calculations. FORM 990, PART VI, LINE 4 CHANGES TO GOVERNING DOCUMENTS The Articles of Incorporation of the Corporation were amended in 2012 as follows: Articles Four, Five and Seven of the Restated Articles of Incorporation of the Corporation were amended to: (a) revise the purpose section for consistency with the Articles of Incorporation of Kaiser Foundation Health Plan, Inc. (the member of the Corporation) and its other Health Plan subsidiaries, including making a reference to the Internal Revenue Code (Section 501(c)(3)) consistent with other references in the Articles; (b) add the provision that removal of "any" President shall require the approval of the member; (c) add the provision that compensation of "any" President shall require the approval of the member; and (d) expressly state that the corporation is prohibited from engaging in activities not permitted by Section 501(c)(3) of the Internal Revenue Code and to specifically state that the corporation shall not participate in or intervene in (including the publishing or distributing of statements) any political campaign on behalf of (or in opposition to) any candidate for public office. Articles of Amendment to the Restated Articles of Incorporation of the Corporation were filed June 21, 2012; and The Articles of Incorporation of the Corporation were amended in 2013 as follows: Article Eight, which contained the name and address of the Corporations initial registered agent, was removed and the articles were fully restated to integrate into in one document all of the provisions of the articles currently on file. Second Restated Articles of Incorporation of the Corporation were filed January 25, 2013.
FORM 990, PART VI, LINE 6 MEMBERS OR STOCKHOLDERS KAISER FOUNDATION HEALTH PLAN, INC. IS THE SOLE MEMBER. Upon dissolution, remaining assets shall be distributed to a 501(c)(3) organization.
FORM 990, PART VI, LINE 7A ELECT MEMBERS OF THE GOVERNING BODY Kaiser Foundation Health Plan, Inc. appoints the Board of Directors (and fills vacancies and has authority to remove Directors).
FORM 990, PART VI, LINE 7B MEMBERS' APPROVAL The following actions of the corporation require the approval of the member. Typically the member (KFHP) would approve actions requiring member approval and the Board of Directors of KFHP-GA also would approve or ratify the action: 1. Removal of the Chairman of the Board, CEO, or any President. The compensation of any President and other executive officers of the corporation shall be approved by the member's Compensation Committee; 2. The sale, lease, exchange, or other disposition of, the mortgage, pledge or dedication to the repayment of indebtedness (whether with or without recourse), 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 shall require the approval of the member; 3. Capital expenditures that exceed $25 million shall require the approval of the member; 4. The issuance of tax-exempt bonds; 5. Amendments to Article C (Members), D (Directors) and H (Amendment and Effect of Bylaws) of the Bylaws and amendments to the Articles of Incorporation. Article A (Purposes), B (Offices), E (Officers), F (Committees) and G (Miscellaneous) of the Bylaws may be amended by the Board of KFHP-GA acting alone and do not require ratification by the member.
FORM 990, PART VI, LINE 11B FORM 990 REVIEW PROCESS 1. Key information necessary for the preparation of the tax return is obtained and/or confirmed with internal sources including regional finance, executive compensation, community benefits, treasury, government relations, and legal. 2. Community benefit details are presented to the community benefit committee of the board for review. 3. Executive compensation details are presented to the compensation committee of the board for review. 4. The tax return is reviewed and signed by a Pricewaterhousecoopers LLP tax advisor. 5. The complete tax return is reviewed and signed by an officer or a member of management designated by an officer. 6. A compact disk containing the signed return is provided to each board member prior to filing.
FORM 990, PART VI, LINE 12C COMPLIANCE ENFORCEMENT A. Regularly and Consistently Monitors Compliance with the Conflicts of Interest Policy - Kaiser Permanente regularly monitors compliance with the Conflicts of Interest Policy in 3 key ways: 1. The Kaiser Permanente Compliance Hotline is available to all employees and vendors to report actual or potential conflicts of interest. All calls are answered by a third party and provided to Kaiser Permanente's National Compliance Office for review and appropriate action. Employees can report anonymously. Retaliation is prohibited. Reports of actual or potential Conflicts of Interest are generated and investigations are conducted as required and information is tracked and trended to determine if additional guidance is required to avoid or manage conflicts of interest. Compliance Hotline Reports are provided for review and action to the Kaiser Foundation Health Plan/Hospitals Boards of Directors annually. 2. The National Compliance Office and Internal Audit Services annually review the directors', officers', key employees', and executives' Annual Conflicts of Interest Questionnaire disclosures and provide direction on any investigations required. Investigations are documented, tracked and trended to determine if additional controls or education is required. In addition, Conflicts of Interest Questionnaire reports are provided for review and action to the Kaiser Foundation Health Plan/Hospitals Boards of Directors annually; and 3. Annually, as a component of the external audit, KPMG reviews the Annual Conflicts of Interest Questionnaires process completed by Directors, Officers, Key Employees, and Executives, and actions taken as a result of the disclosures. The results of the annual audit, including any findings in this area are presented to the Kaiser Foundation Health Plan/Hospitals Audit and Compliance Committee. B. Regularly and Consistently Enforces Compliance with the Conflicts of Interest Policy - To ensure consistency in the enforcement of the policy Kaiser Permanente uses the following steps as a general guideline: 1. Represented employees are subject to any corrective/disciplinary action provisions described in specific regional/national collective bargaining agreements and/or organizational policies and practices. 2. Kaiser Permanente informs employees of the National Human Resources Policy No. 14. Corrective/Disciplinary Action Policy during new employee orientation and in annual compliance training. 3. In the event that it is necessary to discipline any employee because of, but not limited to, failure to comply with applicable legal/regulatory requirements, Kaiser Permanente policies and procedures, or the Principles of Responsibility, or for unsatisfactory performance or misconduct, coaching/counseling and/or corrective/disciplinary action may include, but is not limited to: - Oral discussion and/or warning by the employee's immediate supervisor or higher level manager to correct the problem; - Written notice, with or without final warning; - Paid or unpaid suspension, with or without final warning; - Termination of employment. - Written notice, with or without final warning; - Paid or unpaid suspension, with or without final warning; - Termination of employment.
FORM 990, PART VI, LINE 15A/B COMPENSATION DETERMINATION The executive compensation program is designed to recruit, retain and motivate qualified senior management personnel. Senior management personnel have a significant impact on the strategic and policy direction and results of the organization. Therefore, the executive compensation program is, to a significant degree, performance-based. The compensation program is reviewed annually by the Compensation Committee of the Board of Directors which evaluates and approves, prior to payment, all programs and payments to CEO, Executive Director and top management officials (executives). Base pay for executive positions is established at a level comparable to the relevant market. In addition, other components of the compensation program bear 'at-risk' features designed to focus on strategically important performance goals and to assist in attracting and retaining top performers. The executive compensation program is targeted at the median of the comparable external market in which the organization competes for executive leadership. Evaluation of comparable pay data is performed by an Independent Compensation, Benefit & Human Resource Consulting firm. The compensation program focuses on objectives in the areas of quality of member care and service, financial soundness, and the community and social mission of the organization.
FORM 990, PART VI, LINE 18   Form 990 is available on www.guidestar.org.
FORM 990, PART VI, LINE 19 PUBLIC INSPECTION Governing documents - are available from the Department of Insurance and maintained on the state agency website or upon request. Conflict of Interest is available on KP website under vendor Principles of Responsibility or upon request. Financial Statements are on file with state insurance agency on a statutory basis (stand alone entity). Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with audit opinion by KPMG upon request. To request copies contact: Vice President - National Tax Compliance Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, Suite 15L 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 IX, LINE 11g Other Fees for Services PURCHASED MEDICAL SERVICES - OUTSIDE PERSONNEL $ 186,309,752 PURCHASED SERVICES - OTHER NON-MEDICAL 30,970,078 _________________ TOTAL 217,279,830
FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES TRANSFER OF UNREALIZED GAINS $ 2,846,322 CHANGE IN OTHER COMPREHENSIVE INCOME < 21,768,407> GAIN/LOSS ON INVESTMENTS - TAX < 3,595,352> GAIN/LOSS ON INVESTMENTS - BOOK 1,369,012 OTHER THAN TEMPORARY IMPAIRMENTS < 248,966> _________________ TOTAL < 21,397,391>
FORM 990, PART III, LINE 4A-D 2012 COMMUNITY BENEFIT SUMMARY REPORT KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. KAISER FOUNDATION HEALTH PLAN'S COMMITMENT TO THE COMMUNITY IN 2007, KAISER FOUNDATION HEALTH PLAN'S BOARD OF DIRECTORS REFINED THE FOCUS OF THE ORGANIZATION'S COMMUNITY BENEFIT PROGRAM AND ESTABLISHED THE FOLLOWING FOUR PRIORITY AREAS WHICH HAVE COME TO BE KNOWN AS "STREAMS OF WORK": A. CARE AND COVERAGE FOR LOW-INCOME PEOPLE - CREATES AND SUPPORTS PROGRAMS THAT LOWER THE FINANCIAL BARRIERS FOR THE UNDER-AND UNINSURED. B. COMMUNITY HEALTH INITIATIVES (CHI) - SEEKS TO MEASURABLY IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. DESIGNS, DELIVERS, AND SUSTAINS LONG-TERM PROGRAMS THAT ENGAGE COMMUNITIES IN WORK TO IMPROVE CONDITIONS IN THEIR NEIGHBORHOODS. C. SAFETY NET PARTNERSHIPS - BUILDS PARTNERSHIPS WITH COMMUNITY CLINICS, LOCAL HEALTH DEPARTMENTS, AND PUBLIC HOSPITALS. PROVIDES FUNDING, TECHNICAL ASSISTANCE, DISSEMINATION OF CARE MANAGEMENT AND QUALITY IMPROVEMENTS TECHNOLOGY TO HELP IMPROVE CARE AND EXPAND TREATMENT CAPACITY FOR VULNERABLE POPULATIONS. D. DEVELOPING AND DISSEMINATING KNOWLEDGE - IMPROVES HEALTH CARE BY SHARING OUR KNOWLEDGE - EDUCATING PRACTITIONERS, ADVANCING RESEARCH, EMPOWERING CONSUMERS AND INFORMING POLICYMAKERS ABOUT THE EVIDENCE BASE FOR CARE AND HEALTH. THE FOLLOWING ARE DETAILS OF COMMUNITY BENEFIT ACTIVITIES PROVIDED BY KAISER FOUNDATION HEALTH PLAN OF GEORGIA: IN 2012, GEORGIA HEALTH PLAN SERVED 234,407 MEMBERS AND EXPENDED $34.8 MILLION (AT COST, NET OF $1.6 MILLION OF RELATED REVENUES) TO SUPPORT COMMUNITY BENEFIT ACTIVITIES. THE FOLLOWING SUMMARIZES MANY OF THE SIGNATURE COMMUNITY BENEFIT PROGRAMS AND SERVICES GROUPED ACCORDING TO THE NATIONAL STREAMS OF WORK. A. CARE AND COVERAGE FOR LOW-INCOME PEOPLE IN 2012, THE GEORGIA HEALTH PLAN EXPENDED $16.1 MILLION (AT COST, NET OF $1.6 MILLION OF RELATED REVENUES) TO ADDRESS THE FINANCING AND DELIVERY OF HEALTH CARE FOR POPULATIONS VULNERABLE DUE TO SOCIO-ECONOMIC STATUS, ILLNESS, ETHNICITY, AGE, OR OTHER FACTORS. PROGRAM BENEFICIARIES (UNDER-AND UNINSURED) RECEIVED FREE OR DISCOUNTED CARE IN A KAISER PERMANENTE FACILITY OR BY A PERMANENTE PROVIDER. 1. CHARITABLE CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE PROGRAMS) IN THE GEORGIA REGION, HEALTH PLAN PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE POPULATIONS THROUGH THE MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE PROGRAMS. IN 2012, THE GEORGIA HEALTH PLAN SPENT APPROXIMATELY $10.6 MILLION (AT COST, NET OF $639 THOUSAND OF RELATED REVENUES) ON UNDER-AND UNINSURED PATIENTS. - MEDICAL FINANCIAL ASSISTANCE PROGRAM - THE GEORGIA HEALTH PLAN'S MEDICAL FINANCIAL ASSISTANCE (MFA) PROGRAM PROVIDES TEMPORARY FINANCIAL ASSISTANCE AND/OR MEDICALLY NECESSARY SERVICES, MEDICATIONS, AND SUPPLIES TO PATIENTS WITH A DEMONSTRATED FINANCIAL NEED. PATIENTS MUST RECEIVE HEALTH CARE SERVICES AT A KAISER PERMANENTE FACILITY AND/OR FROM A KAISER PERMANENTE PROVIDER. KAISER PERMANENTE'S CHARITY CARE PROGRAM ALSO INCLUDES DISCOUNTED CHARGES FOR UNINSURED PATIENTS BELOW 400% FEDERAL POVERTY GUIDELINES AND ALIGNED CONTRACTED COLLECTION AGENCY PRACTICES WITH KAISER PERMANENTE SOCIAL VALUES. MORE THAN 2,600 QUALIFIED APPLICANTS BENEFITED FROM THIS PROGRAM IN 2012. - CHARITABLE HEALTH COVERAGE PROGRAM - CHARITABLE HEALTH COVERAGE (CHC) IS A UNIQUE APPROACH TO CARING FOR LOW-INCOME UNINSURED PERSONS IN THE COMMUNITY. ELIGIBLE PARTICIPANTS RECEIVE A REGULAR KAISER PERMANENTE MEMBERSHIP CARD AND ACCESS TO THE FULL RANGE OF SERVICES AND PROVIDERS - A MUCH BETTER ALTERNATIVE TO A BRIEF AND COSTLY EMERGENCY ROOM VISIT OR HOSPITALIZATION. THIS ALLOWS US TO INVEST IN THE LONGER TERM HEALTH OF PATIENTS AND THE COMMUNITY. SINCE INCEPTION IN THE EARLY 1980S, CHC PROGRAMS HAVE MADE A REAL DIFFERENCE IN THE LIVES OF PERSONS WHO MIGHT OTHERWISE HAVE NO OTHER SOURCE OF CARE. THE KAISER PERMANENTE BRIDGE PROGRAM ENROLLS AND SUBSIDIZES 95% OF THE PREMIUM FOR UP TO TWO YEARS FOR ELIGIBLE INDIVIDUALS WHO DO NOT HAVE ACCESS TO ANY OTHER FORM OF HEALTH INSURANCE. THIS PROGRAM PARTNERS WITH COMMUNITY AGENCIES TO IDENTIFY ELIGIBLE CLIENTS WHOSE INCOME FALLS AT OR BELOW 300% OF THE FEDERAL POVERTY GUIDELINES. THROUGHOUT 2012, 2,349 UNIQUE INDIVIDUALS WERE SERVED, WHILE 1,386 INDIVIDUALS WERE NEWLY ENROLLED IN THE BRIDGE PROGRAM. THE PROGRAM ENDED THE YEAR WITH OVER 1,600 BRIDGE MEMBERS. 2. MEDICAID THE GEORGIA HEALTH PLAN PARTICIPATES IN THE FEDERAL MEDICAID PROGRAM AS A PROVIDER OF PEDIATRIC PRIMARY AND SPECIALTY CARE THROUGH CONTRACTS WITH AMERIGROUP COMMUNITY CARE AND PEACH STATE HEALTH PLAN. IN 2012, KAISER PERMANENTE SUPPORTED MORE THAN 16,000 OFFICE VISITS FROM MORE THAN 5,900 PEDIATRIC MEDICAID AND CHILDREN'S HEALTH INSURANCE PLAN (CHIP) PATIENTS.
B. COMMUNITY HEALTH INITIATIVES (CHI)   1. COMMUNITY HEALTH EDUCATION AND PREVENTION PROGRAMS - THE GEORGIA HEALTH PLAN IS THE SPONSOR OF THE GREEN MARKET, A WEEKLY FARMERS' MARKET (MAY-DECEMBER) OFFERING A VARIETY OF ORGANIC FRUITS, VEGETABLES, FRESH CUT FLOWERS, BAKED GOODS AS WELL AS HEALTHY COOKING DEMONSTRATIONS. IN 2012, 90,000 PEOPLE ATTENDED THE GREEN MARKET. - IN 2012 THE GEORGIA HEALTH PLAN OFFERED A VARIETY OF HEALTHY LIVING CLASSES AND CUSTOMIZED PROGRAMS TO OVER 1,260 CLIENTS OF 5 METRO ATLANTA "Y" BRANCHES WHO SERVE VULNERABLE COMMUNITIES. 2. GRANTS AND DONATIONS FOR COMMUNITY HEALTH INITIATIVES - THE GEORGIA HEALTH PLAN CONTRIBUTED $3.5 MILLION TO NONPROFIT ORGANIZATIONS TO SUPPORT A VARIETY OF COMMUNITY HEALTH INITIATIVES. C. SAFETY NET PARTNERSHIPS GRANTS AND DONATIONS FOR SAFETY NET PARTNERSHIPS - GEORGIA HEALTH PLAN SPENT APPROXIMATELY $5.9 MILLION ON CHARITABLE CONTRIBUTIONS ASSOCIATED WITH SAFETY NET AND OTHER PRIORITIES IN 2012. - THE GEORGIA HEALTH PLAN WORKED WITH THE GEORGIA CENTER FOR NONPROFITS TO PROVIDE CAPACITY BULDING CONSULTING TO SAFETY NET CLINICS. GEORGIA HEALTH PLAN COLLABORATED WITH KAISER PERMANENTE'S TRAINING AND DEVELOPMENT DEPARTMENT TO PROVIDE A QUALIFIED BILINGUAL 'TRAIN THE TRAINER' AND EDUCATIONAL PROGRAM TO 10 SAFETY NET AND COMMUNITY HEALTH PARTNERS. - KAISER PERMANENTE OF GEORGIA AWARDED A CONTRIBUTION OF $70,000 TO THE PALMETTO HEALTH COUNCIL. THIS MONEY WAS USED TO FUND A DEPRESSION CASE MANAGER. DURING THE GRANT YEAR, THE CASE MANAGER SERVED 800 PATIENTS DIAGNOSED WITH DEPRESSION OR DEPRESSION/ANXIETY WHO HAD A CHRONIC ILLNESS SUCH AS CANCER, DIABETES OR HYPERTENSION. D. DEVELOPING AND DISSEMINATING KNOWLEDGE 1. CLINICAL AND HEALTH RESEARCH - GEORGIA HEALTH PLAN FUNDED APPROXIMATELY $6.4 MILLION TOWARDS MEDICAL RESEARCH PROJECTS DURING 2012. PROJECTS ARE FUNDED BOTH INTERNALLY AND EXTERNALLY THROUGH FEDERAL AND STATE GOVERNMENT AGENCIES AND OTHER NONPROFIT ORGANIZATIONS SUCH AS UNIVERSITIES AND FOUNDATIONS. BESIDES GUIDING OUR CLINICIANS' PRACTICE PATTERNS AND ENHANCING THE HEALTH AND MEDICAL CARE OF OUR MEMBERS, THIS RESEARCH ALSO CONTRIBUTES TO THE WEALTH OF MEDICAL KNOWLEDGE SHARED THROUGH WIDELY-DISSEMINATED PUBLICATIONS AND PRESENTATIONS. - IN 2012, KAISER GEORGIA CENTER FOR HEALTH RESEARCH-SOUTHEAST PARTICIPATED IN 106 RESEARCH STUDIES AND DISSEMINATED RESULTS IN 21 PEER-REVIEWED PUBLICATIONS IN SCIENTIFIC JOURNALS. THREE STUDIES FOCUSED ON CONDITIONS AFFECTING VULNERABLE POPULATIONS THROUGHOUT GEORGIA INCLUDING: 1) ATLANTA BELTLINE, 2) HELPING "LIVE HEALTHY GEORGIA" TO THRIVE, AND 3) PROMOTING INNOVATIVE STRATEGIES TO COMBAT VACCINE REFUSAL IN MINORITY POPULATIONS. - KAISER GEORGIA CENTER FOR HEALTH RESEARCH COLLABORATED WITH LOCAL AND NATIONAL INSTITUTIONS INCLUDING THE FOLLOWING: THE CENTERS FOR DISEASE CONTROL AND PROVENTION, THE GEORGIA DIVISION OF PUBLIC HEALTH, GEORGIA DEPARTMENT OF HUMAN RESOURCES, THE NATIONAL INSTITUTES OF HEALTH, THE FOOD AND DRUG ADMINISTRATION, AND THE NHI'S NATIONAL CANCER INSTITUTE. 2. EDUCATIONAL THEATRE PROGRAMS (ETP) - THE GEORGIA HEALTH PLAN SPENT APPROXIMATELY $1.1 MILLION IN 2012 TO PRODUCE THE EDUCATIONAL THEATRE PROGRAMS (ETP) IN GEORGIA. KAISER PERMANENTE GEORGIA'S EDUCATIONAL THEATRE PROGRAM ENGAGES AUDIENCES IN LEARNING VITAL HEALTH MESSAGES THROUGH TWO UNIQUE TEAMS OFFERING A RANGE OF COMPELLING PROGRAMS. THE EDUCATIONAL OUTREACH TEAM OFFERS LONG-TERM RESIDENCIES AS WELL AS WORKSHOPS TO UNDERSERVED COMMUNITIES AND SCHOOLS WITH HIGH-NEED STUDENTS. THE PERFORMANCE COMPANY CONTINUES THE TRADITION OF TEACHING HEALTHY MESSAGES THROUGH HIGH-QUALITY THEATRE PERFORMANCES FOR SCHOOLS, CHURCHES, AND COMMUNITY GROUPS. TOPICS ADDRESSED BY THE TEAMS RANGE FROM AIDS AWARENESS, STRESS MANAGEMENT, EARLY CHILDHOOD SAFETY MESSAGES AND GRIEF MANAGEMENT TO HEALTHY EATING AND ACTIVE LIVING. - IN 2012, ETP HELD OVER 1,000 PERFORMANCES FOR A TOTAL AUDIENCE OF MORE THAN 150,000 ADULTS AND CHILDREN. 3. TRAINING AND EDUCATION OF HEALTH CARE PROFESSIONALS 1) PHARMACY RESIDENCY PROGRAM - KAISER PERMANENTE GEORGIA CURRENTLY HAS TWO POST-GRADUATE PHARMACY RESIDENCY PROGRAMS: POSTGRADUATE YEAR ONE (PGY1) MANAGED CARE PHARMACY RESIDENCY AND A POST-GRADUATE YEAR TWO (PGY2) AMBULATORY CARE PHARMACY RESIDENCY PROGRAM. THE PROGRAMS ARE DESIGNED TO DEVELOP ACCOUNTABILITY; PRACTICE PATTERNS; HABITS; AND EXPERT KNOWLEDGE, SKILLS, ATTITUDES, AND ABILITIES IN THE RESPECTIVE AREA OF PHARMACY PRACTICE. - DURING 2012, A TOTAL OF FOUR RESIDENTS PARTICIPATED IN THE POST-GRADUATE PHARMACY PROGRAMS, 2 POSTGRADUATE YEAR ONE (PGY1) AND 2 POSTGRADUATE YEAR TWO (PGY2) RESIDENTS. ONE OF THE CURRENT PGY1 RESIDENTS HAS COMMITTED TO CONTINUE IN THE PGY2 PROGRAM IN 2013. AS OF THE END OF 2012, ALL PGY2 AMBULATORY CARE RESIDENTS THAT HAVE COMPLETED THE PROGRAM ARE BOARD-CERTIFIED. THIS ACCOMPLISHMENT IS A GOAL OF THE PROGRAM. 2) SELF-SUFFICIENCY PROGRAMS - THE INROADS PROGRAM SEEKS TO INCREASE BUSINESS CAREER OPPORTUNITIES AND KNOWLEDGE FOR HIGHLY QUALIFIED DIVERSE STUDENTS WHILE GIVING CORPORATIONS THE OPPORTUNITY TO DEVELOP DIVERSE MANAGERIAL TALENT. INROADS IDENTIFIES INTERESTED AND CAPABLE HIGH SCHOOL, COLLEGE, AND UNIVERSITY STUDENTS WHO ARE PLACED WITHIN HEALTH PLAN'S FACILITIES IN GEORGIA FROM TWO TO FIVE SUMMERS WITH THE GOAL OF PERMANENT PLACEMENT UPON GRADUATION. - IN 2012, THE GEORGIA HEALTH PLAN EMPLOYED 8 INROADS INTERNS. ONE OF THE INTERNS FROM THE 2012 GRADUATING CLASS WAS HIRED TO A POSITION AT KAISER PERMANENTE. 4. GRANTS AND DONATIONS FOR KNOWLEDGE DISSEMINATION - KAISER FOUNDATION HEALTH PLAN OF GEORGIA WORKS WITH LOCAL COLLEGES AND UNIVERSITIES TO ADDRESS HEALTH CARE WORKER SHORTAGES. IN 2012, GEORGIA HEALTH PLAN AWARDED $470,000 TO SEVERAL HEALTH PROFESSION PROGRAMS. SCHOLARSHIP PROGRAMS WERE FUNDED AT 8 NURSING PROGRAMS AND THE MOREHOUSE SCHOOL OF MEDICINE. IN ADDITION, CONTRIBUTIONS WERE MADE TO THE MOREHOUSE COLLEGE HEALTH PROFESSION SCHOLARSHIP FUND TO ENCOURAGE UNDERGRADUATE STUDENTS TO PURSUE COLLEGE COURSES THAT WILL LEAD TO CAREERS OR FURTHER EDUCATION IN THE HEALTH CARE FIELD. - A CONTRIBUTION OF $100,000 WAS MADE IN 2012 TO THE SATCHER HEALTH LEADERSHIP INSTITUTE AT THE MOREHOUSE SCHOOL OF MEDICINE TO ADDRESS MENTAL HEALTH DISPARITIES, AND FACILITATE THE INTEGRATION OF PRIMARY AND BEHAVIORAL HEALTH CARE. E. OTHER COMMUNITY BENEFIT INVESTMENTS DURING 2012, THE GEORGIA HEALTH PLAN SPENT $1.6 MILLION ON OTHER COMMUNITY BENEFIT ACTIVITIES AND PROGRAMS BEYOND THE NATIONAL STREAMS OF WORK. CHARITABLE CONTRIBUTIONS WERE DEDICATED TO PROGRAMS THAT DO NOT FIT INTO THE FOUR PRIORITY AREAS SUCH AS THE WOODRUFF ARTS CENTER/YOUNG AUDIENCES.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC
 
Employer identification number

58-1592076
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) KAISER FOUNDATION HEALTH PLAN INC

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
94-1340523 		HEALTH CARE CA 501(C)(3) 9 NA
 
 
No
(2) KAISER FOUNDATION HOSPITALS

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
94-1105628 		HEALTH CARE CA 501(C)(3) 3 KFHP INC
 
Yes
 
(3) KAISER FDN HEALTH PLAN OF COLORADO

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
84-0591617 		HEALTH CARE CO 501(C)(3) 9 KFHP INC
 
Yes
 
(4) KFHP OF THE MID-ATLANTIC STATES

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
52-0954463 		HEALTH CARE MD 501(C)(3) 9 KFHP INC
 
Yes
 
(5) KAISER FDN HEALTH PLAN OF THE NORTHWEST

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
93-0798039 		HEALTH CARE OR 501(C)(3) 9 KFHP INC
 
Yes
 
(6) KAISER FDN HEALTH PLAN OF OHIO

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
34-0922268 		HEALTH CARE OH 501(C)(3) 9 KFHP INC
 
Yes
 
(7) KAISER HEALTH PLAN ASSET MANAGEMENT INC

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
94-3299124 		ASSET MGMT CA 501(C)(3) 11 - I KFHP INC
 
Yes
 
(8) LOKAHI ASSURANCE LTD

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
91-2171891 		RISK MGMT HI 501(C)(3) 11 - I KFHP INC
 
Yes
 
(9) KAISER HOSPITAL ASSET MANAGEMENT INC

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
94-3299125 		ASSET MGMT CA 501(C)(3) 11 - I KFH
 
Yes
 
(10) CAMP BOWIE SERVICE CENTER

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
94-3299123 		ADMIN CA 501(C)(3) 11 - I KFHP INC
 
Yes
 
(11) OHP

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
93-0480268 		LEASING WA 501(C)(3) 11 - I KFHP INC
 
Yes
 
(12) KAISER HEALTH ALTERNATIVES

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
93-0954562 		HEALTH CARE OR 501(C)(3) 9 KFHP INC
 
Yes
 
(13) 1800 HARRISON

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
94-3317484 		FINANCING CA 501(C)(3) 11 - II KFHP INC
 
Yes
 
(14) KAISER HOSPITAL ASSISTANCE CORPORATION

ONE KAISER PLAZA SUITE 15L

OAKLAND,CA94612
31-1779500 		FINANCING CA 501(C)(3) 11 - III-NF KFH
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) HCMS LLC

ONE KAISER PLAZA SUITE 15L
OAKLAND,CA94612
20-3924985 		CASE MANAGEMENT CA NA
  		N/A 0 0     0   No 0 %
(2) KAISER PERMANENTE VENTURES LLC

ONE KAISER PLAZA SUITE 15L
OAKLAND,CA94612
27-2252521 		INVESTMENTS CA NA
  		N/A 0 0     0   No 0 %










Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) OAK TREE ASSURANCE LTD

ONE KAISER PLAZA SUITE 15L
OAKLAND,CA94612
03-0329760 		INUSRANCE VT NA
  		C CORP 0 0 0 %   No
(2) KAISER PERMANENTE INSURANCE COMPANY

ONE KAISER PLAZA SUITE 15L
OAKLAND,CA94612
94-3203402 		INUSRANCE CA NA
  		C CORP 0 0 0 %   No
(3) KAISER PROPERTY SERVICES INC

ONE KAISER PLAZA SUITE 15L
OAKLAND,CA94612
94-3259432 		REAL ESTATE CA NA
  		C CORP 0 0 0 %   No
(4) ARCHIMEDES INC

ONE KAISER PLAZA SUITE 15L
OAKLAND,CA94612
20-3774729 		CONSULTING CA NA
  		C CORP 0 0 0 %   No
(5) KAISER PERMANENTE INTERNATIONAL

ONE KAISER PLAZA SUITE 15L
OAKLAND,CA94612
94-3245176 		CONSULTING CA NA
  		C CORP 0 0 0 %   No




Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) kaiser foundation hospitals

 b 59,286 per agreement
(2) kaiser foundation hospitals

 e 110,000,000 per agreement
(3) kaiser foundation hospitals

 m 263,933,242 per agreement
(4) kaiser foundation hospitals

 p 105,152,177 per agreement
(5) kaiser foundation hospitals

 q 3,044,045 per agreement
(6) kaiser foundation hospitals

 r 193,059,108 per agreement
(7) Kaiser foundation health plan inc

 c 2,846,322 per agreement
(8) Kaiser foundation health plan inc

 l 7,764,329 per agreement
(9) Kaiser foundation health plan inc

 m 34,247,881 per agreement
(10) Kaiser foundation health plan inc

 p 20,833,808 per agreement
(11) Kaiser foundation health plan inc

 q 12,088,549 per agreement
(12) KFHP of colorado

 l 236,822 per agreement
(13) KFHP of colorado

 m 196,733 per agreement
(14) KFHP of colorado

 p 225,742 per agreement
(15) KFHP of the Mid-Atlantic States

 l 1,624,336 per agreement
(16) KFHP of the Mid-Atlantic States

 m 662,794 per agreement
(17) KFHP of the Mid-Atlantic States

 p 69,647 per agreement
(18) KFHP of the Mid-Atlantic States

 q 168,556 per agreement
(19) KFHP of the Northwest

 l 140,240 per agreement
(20) KFHP of the Northwest

 q 50,994 per agreement
(21) KFHP of OHIO

 l 514,833 per agreement
(22) KFHP of OHIO

 m 132,620 per agreement
(23) Camp Bowie Service Center

 m 3,762,040 per agreement
(24) Camp Bowie Service Center

 p 314,236 per agreement
(25) Kaiser Permanente Insurance Company

 l 7,162,453 per agreement
(26) Kaiser Permanente Insurance Company

 m 30,525,706 per agreement
(27) Kaiser Permanente Insurance Company

 q 15,506,392 per agreement
(28) Lokahi Assurance Ltd

 m 7,706,821 per agreement
(29) Lokahi Assurance Ltd

 q 1,143,653 per agreement
(30) Oak Tree Assurance Ltd

 m 243,151 per agreement
(31) Oak Tree Assurance Ltd

 q 87,783 per agreement
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


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