Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2022 , and ending 12-31-2022
BCheck if applicable:
CName of organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
% CHIEF TAX OFFICER
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
ONE KAISER PLAZA - 26TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OAKLAND, CA94612
D Employer identification number

91-0511770
E Telephone number

G Gross receipts $ 6,407,513,192
F Name and address of principal officer:
ANGELA DOWLING
ONE KAISER PLAZA - 26TH FLOOR
OAKLAND,CA94612
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.KP.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1945
M State of legal domicile: WA
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 9
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 6
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 10,326
6 Total number of volunteers (estimate if necessary) ............. 6 342
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 15,400,523
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 53,099,970 59,729,373
9 Program service revenue (Part VIII, line 2g) ......... 3,897,219,296 3,861,323,806
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -26,435,159 -55,625,004
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 573,613 506,000
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 3,924,457,720 3,865,934,175
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 16,433,447 21,832,276
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) 824,641,979 766,123,500
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).... 3,243,844,307 3,491,595,720
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,084,919,733 4,279,551,496
19 Revenue less expenses. Subtract line 18 from line 12....... -160,462,013 -413,617,321
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,969,156,636 3,088,214,746
21 Total liabilities (Part X, line 26)............. 1,474,865,943 2,077,013,788
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,494,290,693 1,011,200,958
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 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line 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 $ 3,872,847,588 including grants of $ 17,550,741 ) (Revenue $ 3,767,183,844 )
MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, INC. (KFHP-WA) PROVIDES MEDICAL AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE, FOR ITS MEMBERS WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP-WA EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE FOR OUR MEMBERS AND OUR COMMUNITY. KFHP-WA DIRECTLY INVESTS IN IMPROVEMENTS IN COMMUNITY HEALTH BY WORKING TO INCREASE ACCESS TO HEALTH CARE, IMPROVING THE CONDITIONS FOR HEALTH AND EQUITY AND PROVIDING HEALTH EDUCATION.
4b (Code:   ) (Expenses $ 81,085,845 including grants of $ 0 ) (Revenue $ 37,635,054 )
MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS KAISER FOUNDATION HEALTH PLAN OF WASHINGTON (KFHP-WA) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP-WA MEMBERS, BUT ALSO, WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2022, A TOTAL OF 34,000 INDIVIDUALS WERE RECEIVING BENEFITS THROUGH KFHP-WA'S MEDICAID MANAGED CARE CONTRACTS.
4c (Code:   ) (Expenses $ 22,312,939 including grants of $ 0 ) (Revenue $ 0 )
CHARITY CARE (MEDICAL FINANCIAL ASSISTANCE) KAISER FOUNDATION HEALTH PLAN OF WASHINGTON (KFHP-WA) PROVIDES CHARITY CARE TO LOW INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) PROGRAM. KFHP-WA OFFERS FINANCIAL ASSISTANCE THROUGH THE MFA PROGRAM TO HELP FAMILIES AND INDIVIDUALS WITH A DEMONSTRATED FINANCIAL NEED PAY FOR ALL OR PART OF THE COST OF EMERGENCY OR MEDICALLY NECESSARY CARE PROVIDED IN KAISER PERMANENTE FACILITIES AND/OR BY KAISER PERMANENTE PROVIDERS. IN 2022, THIS PROGRAM ASSISTED A TOTAL OF 14,600 PATIENTS THROUGH FINANCIAL ASSISTANCE.
(Code:   ) (Expenses $ 4,281,535 including grants of $ 81,601,545 ) (Revenue $ 56,504,908 )
SEE EXEMPT PURPOSE ACHIEVEMENTS IN SCH O
4d Other program services (Describe in Schedule O.)
(Expenses $ 81,601,545 including grants of $ 4,281,535 ) (Revenue $ 56,504,908 )
4e Total program service expensesMediumBullet4,057,847,917
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
List of Attached Documents:
// Content
.............
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
......................
12a
 
No
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
List of Attached Documents:
// Content
12b
 
No
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.........Click to see attachment
List of Attached Documents:
// Content
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
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....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 25a...............
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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
List of Attached Documents:
// Content
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.......................Click to see attachment
List of Attached Documents:
// Content
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
List of Attached Documents:
// Content
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
33
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
6,623
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
10,326
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
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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 or note to any line 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
9
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
6
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
 
No
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 on 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 on 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 on 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
Yes
 
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
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCHIEF TAX OFFICERONE KAISER PLAZA - 26TH FLOOR   OAKLAND,CA94612 (510) 271-6611
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Gregory Adams......................................................................
Chairman & CEO
4.0
.................
46.0
    X       0 13,841,691 -144,241
(2) Kimberly Horn......................................................................
EVP, Group President, MOC
3.5
.................
46.5
X           0 7,934,857 -23,881
(3) Arthur Southam......................................................................
EVP, Health Plan Ops & CGO
3.5
.................
46.5
    X       0 5,764,865 -158,211
(4) Kathryn Lancaster......................................................................
EVP & Chief Financial Officer
3.5
.................
46.5
X           0 5,726,249 -216,576
(5) Mark Zemelman......................................................................
SVP, General Counsel & Secy
1.0
.................
49.0
          X 0 5,101,508 61,868
(6) Susan Mullaney......................................................................
Regional President - WA
43.8
.................
6.2
    X       0 4,230,082 -187,470
(7) Janet Liang......................................................................
EVP, Group President & COO
3.5
.................
46.5
    X       0 5,433,297 -1,438,203
(8) Vanessa Benavides......................................................................
SVP,Chief Legal Officer & Secy
1.0
.................
49.0
    X       0 1,466,903 207,776
(9) Andrew Bindman......................................................................
EVP, Chief Medical Officer
1.0
.................
49.0
X           0 1,227,452 326,409
(10) Thomas Meier......................................................................
SVP, Corporate Treasurer
1.5
.................
48.5
    X       0 1,614,705 -90,086
(11) Alfonse Upshaw......................................................................
SVP,Corporate Controller & CAO
1.0
.................
49.0
    X       0 1,101,434 12,111
(12) Donald Orndoff......................................................................
SVP, NFS
3.5
.................
46.5
    X       0 1,108,295 -33,480
(13) Ronald Vance......................................................................
Interim Regional President
44.0
.................
6.0
    X       0 937,500 0
(14) Ann Allen......................................................................
VP, COO
50.0
.................
0.0
      X     0 590,381 210,753
(15) Jennifer Graves......................................................................
VP, Quality, Safety & Rgnl CNE
50.0
.................
0.0
        X   0 628,115 84,220
(16) Rebecca Williams......................................................................
Interim CFO
30.0
.................
20.0
    X       0 596,423 115,011
(17) Ryan Jenson......................................................................
Interim Corp Controller & CAO
3.5
.................
46.5
    X       0 659,683 5,379
Form 990 (2021)
Form 990 (2021)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Alicia Eng........................................................................
VP, Clinical Operations
50.0
.......................0.0
        X   0 541,716 122,125
(19) Eric Larson........................................................................
Sr Investigator
50.0
.......................0.0
        X   582,051 0 29,545
(20) Rita Mangione-Smith........................................................................
VP,Resch/Healthcare Innovation
50.0
.......................0.0
        X   0 508,908 94,890
(21) Kristanne Greco........................................................................
VP, PR, Commns & Brand Mgmt
50.0
.......................0.0
        X   0 566,169 26,660
(22) Pamela Warren........................................................................
VP, HPSA - WA
50.0
.......................0.0
    X       0 514,464 25,019
(23) Alacia Broussard........................................................................
VP, Contracting Strategy
50.0
.......................0.0
      X     0 426,497 77,148
(24) Todd Hesse........................................................................
VP, MSBD
50.0
.......................0.0
    X       43 371,838 85,170
(25) Shawna Sweeney........................................................................
Assistant Secretary
49.8
.......................0.2
    X       0 407,425 39,992
(26) Karen Schartman........................................................................
VP, CFO & Strategy - WA
49.8
.......................0.2
    X       0 567,539 -165,729
(27) Hong-Sze Yu........................................................................
VP, Brd & Corp Gov & Asst Secy
3.0
.......................47.0
    X       0 471,975 -113,514
(28) Laurie Guariglia........................................................................
VP, Business Info Officer - WA
50.0
.......................0.0
    X       0 309,660 20,156
(29) Margaret E Porfido JD........................................................................
Director
0.25
.......................3.25
X           17,500 299,630 -14,562
(30) Ramon F Baez........................................................................
Director
1.0
.......................3.77
X           17,500 265,262 -5,847
(31) Judith A Johansen JD........................................................................
Director
1.0
.......................8.5
X           15,500 283,192 -27,376
(32) Janet O'Hollaren........................................................................
VP, COO
0.0
.......................0.0
          X 0 174,637 0
(33) Maryann Bodayle........................................................................
Assistant Secretary
1.0
.......................49.0
    X       0 196,255 -24,125
(34) Kim J Kaiser........................................................................
Director
1.0
.......................0.0
X           31,504 10,900 0
(35) Michael D Wilson........................................................................
Director
1.25
.......................0.0
X           24,055 0 0
(36) Constance W Rice........................................................................
Director
4.0
.......................0.0
X           23,055 0 0
(37) Ruta E Fanning........................................................................
Director
1.0
.......................0.0
X           10,500 0 0
(38) Joseph Smith........................................................................
VP, MSBD
0.0
.......................0.0
          X 0 171,553 -239,761
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 582,094 61,300,457 -768,072
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,907
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
Yes
 
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
Washington Permanente Medical Group,
1300 SW 27th St
RENTON,WA98057
MEDICAL SERVICES 532,870,625
OVERLAKE HOSPITAL MEDICAL CENTER,
PO BOX 34224
SEATTLE,WA98124
Medical Services 92,347,841
PEACEHEALTH,
2901 SQUALICUM PARKWAY
BELLINGHAM,WA98225
Medical Services 75,989,635
ST JOSEPH MEDICAL CENTER,
1717 S J ST
TACOMA,WA98405
Medical Services 73,358,927
MULTICARE HEALTH SYSTEM,
PO BOX 5299
TACOMA,WA98415
Medical Services 72,481,319
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet659
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 54,471,339
f All other contributions, gifts, grants, and similar amounts not included above1f 5,258,034
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 59,729,373
 Program Service RevenueAmt Business Code
2a MEMBERS HEALTH DUES 621491 1,941,464,635 1,941,464,635    
b MEDICARE 621491 1,123,068,890 1,123,068,890    
c COPAYS, DEDUCTIBLES, FEES 621491 369,465,344 369,465,344    
d NON-PLAN & INDUSTRIAL 621491 67,183,689 51,783,166 15,400,523  
e OTHER PROGRAM SERVICE 621491 360,141,248 360,141,248    
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 3,861,323,806
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet -7,692,358     -7,692,358
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   438,193 6a
b Less: rental expenses     6b
c Rental income or (loss) 0 438,193 6c
d Net rental income or (loss).......MediumBullet 438,193     438,193
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 209,661 2,493,436,710 7a
b Less: cost or other basis and sales expenses 229,099 2,541,349,918 7b
c Gain or (loss) -19,438 -47,913,208 7c
d Net gain or (loss).........MediumBullet -47,932,646     -47,932,646
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a PARKING REVENUE 812930 17,214     17,214
b CAFETERIA REVENUE 722514 50,593     50,593
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 67,807
12 Total revenue. See instructions.....MediumBullet 3,865,934,175 3,845,923,283 15,400,523 -55,119,004
Form 990 (2021)
Form 990 (2021)
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 or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 21,641,022 21,641,022
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 191,254 191,254
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 139,657   139,657  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 112,430   112,430  
7 Other salaries and wages........ 648,586,297 585,022,684 63,563,613 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 56,276,396 56,180,488 95,908  
9 Other employee benefits ....... 11,762,540   11,762,540  
10 Payroll taxes ........... 49,246,180 49,135,014 111,166  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 1,360,913   1,360,913  
c Accounting ........... 1,004,378   1,004,378  
d Lobbying ........... 132,000   132,000  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 1,040,418   1,040,418  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 0      
12 Advertising and promotion .... 7,548,214 4,796,348 2,751,866  
13 Office expenses ....... 19,636,340 17,995,615 1,640,725  
14 Information technology ...... 197,748,338 191,630,608 6,117,730  
15 Royalties .. 0      
16 Occupancy ........... 30,840,797 30,839,697 1,100  
17 Travel ............ 2,691,304 2,595,856 95,448  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 453,007   453,007  
20 Interest ........... 14,139,065 14,139,065    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 77,865,541 77,865,541    
23 Insurance ... 18,123,746 18,123,746    
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 PURCHASED MEDICAL SVC 1,539,596,468 1,539,596,468    
b SUPPLIES - PHARMACY, OFFICE 725,748,180 721,085,470 4,662,710  
c BASIC CONTRACTUAL PAYMENTS 535,851,840 535,851,840    
d INTER/INTRA REG. ALLOCATIONS 132,311,927 129,799,928 2,511,999  
e All other expenses 185,503,244 61,357,273 124,145,971  
25 Total functional expenses. Add lines 1 through 24e 4,279,551,496 4,057,847,917 221,703,579 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 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 19,780,379 2 51,897,329
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 180,282,698 4 162,127,513
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 23,230,367 8 29,762,685
9 Prepaid expenses and deferred charges ...... 204,474,833 9 248,826,884
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,383,293,043
b Less: accumulated depreciation 10b 402,981,821 959,466,874 10c 980,311,222
11 Investments—publicly traded securities . 936,877,993 11 1,100,865,915
12 Investments—other securities. See Part IV, line 11 ..... 25,913,039 12 13,894,374
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 383,336,979 14 366,087,615
15 Other assets. See Part IV, line 11 ........... 235,793,474 15 134,441,209
16 Total assets. Add lines 1 through 15 (must equal line 33)... 2,969,156,636 16 3,088,214,746
Liabilities 17 Accounts payable and accrued expenses ..... 514,943,442 17 562,672,362
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 24,219,442 19 24,448,240
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
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 935,703,059 25 1,489,893,186
26 Total liabilities. Add lines 17 through 25.. 1,474,865,943 26 2,077,013,788
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds ..... 0 29 0
30 Paid-in or capital surplus, or land, building or equipment fund ... 1,863,453,512 30 1,863,464,460
31 Retained earnings, endowment, accumulated income, or other funds -369,162,819 31 -852,263,502
32 Total net assets or fund balances ........... 1,494,290,693 32 1,011,200,958
33 Total liabilities and net assets/fund balances ........ 2,969,156,636 33 3,088,214,746
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
3,865,934,175
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
4,279,551,496
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-413,617,321
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
1,494,290,693
5
Net unrealized gains (losses) on investments ...............
5
-501,981
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
-68,970,433
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,011,200,958
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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 on
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 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number

91-0511770
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
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 failed 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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
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            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
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.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2022
(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2022. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2023. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2022


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number

91-0511770
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number
91-0511770
Part I
Contributors
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


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number

91-0511770
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number

91-0511770
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2022)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number

91-0511770
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. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2018 (b) 2019 (c) 2020 (d) 2021 (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) 2021


Schedule C (Form 990) 2021
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(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? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
29,877
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
164,081
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
193,958
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
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1A THROUGH 1I LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES THE ORGANIZATION, KAISER FOUNDATION HEALTH PLAN OF WASHINGTON (KFHP WA), IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM (KP) AND PARTICIPATED IN AND BENEFITED FROM LOBBYING ACTIVITIES CONDUCTED AT THE REGIONAL AND NATIONAL LEVELS FOR THE BENEFIT OF ITS ENROLLED MEMBERS, THE BROADER COMMUNITY AND FOR THE HEALTH CARE INDUSTRY AS A WHOLE. AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), KFHP WA HAS A POLICY PROHIBITING ANY OF KFHP WA'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR THIS ORGANIZATION MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. KFHP WA ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS TO VARIOUS FEDERAL, STATE, AND LOCAL OFFICIALS REGARDING MATTERS WHICH AFFECTED THE HEALTHCARE INDUSTRY AS A WHOLE. THE AMOUNT OF MONEY INVOLVED IN THE ACTIVITIES IS DETAILED ON LINES A THROUGH I. KFHP WA EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT KFHP WA'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT FEDERAL AND STATE LEGISLATION HAVING AN IMPACT ON KFHP WA'S CHARITABLE ACTIVITIES AS AN EXEMPT HEALTH MAINTENANCE ORGANIZATION. THESE INDIVIDUALS ATTEMPT TO ENSURE THAT PROPOSED LEGISLATION AND ENACTED LAWS ARE COMPATIBLE WITH THE INTERESTS OF KP, ITS MEMBERS AND ITS PATIENTS BY PERFORMING THE FOLLOWING ACTIVITIES: - COLLECTING, ANALYZING AND DISTRIBUTING WITHIN THE ORGANIZATION, PUBLIC AND PRIVATE POLICY RECOMMENDATIONS REGARDING PROPOSED LEGISLATION THAT AFFECT THE OPERATION OF KFHP WA AND ITS ABILITY TO PROVIDE QUALITY HEALTH AND MEDICAL CARE SERVICES TO ITS MEMBERS AND THE BROADER COMMUNITY IN A COST EFFECTIVE MANNER. - PROVIDING APPROPRIATE INFORMATIONAL MATERIALS TO LEGISLATORS AND THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF KFHP WA. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF KFHP WA OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF KFHP WA. OTHER EMPLOYEES AND OFFICERS PERFORM SERVICES BY DELIVERING SPEECHES AT VARIOUS PUBLIC AND PRIVATE FUNCTIONS AND IN SERVING AS FACULTY IN HEALTHCARE RELATED EDUCATIONAL PROGRAMS THROUGHOUT THE COMMUNITY.
Schedule C (Form 990) 2021


Additional Data


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Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number

91-0511770
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on 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) 2021

Schedule D (Form 990) 2021
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (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
Term endowment SchDMd Bullet  
The percentages on 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" on 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.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. 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 .....   255,568,196 255,568,196
b Buildings ....   707,521,584 171,850,889 535,670,695
c Leasehold improvements   49,474,585 21,523,292 27,951,293
d Equipment ....   237,753,811 161,937,338 75,816,473
e Other .....   132,974,867 47,670,302 85,304,565
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 980,311,222
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,489,893,186
2. Liability for uncertain tax positions. 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) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
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  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
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  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
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  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
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.
Return Reference Explanation
Schedule D, Part X, LINE 2 ASC 740 Footnote THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER ASC 740.
Schedule D (Form 990) 2021


Additional Data


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Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number

91-0511770
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ....      
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)      
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe (Including Iceland and Greenland) Research 77,847        
North America Research 99,184        
Europe (Including Iceland and Greenland) Research 12,183        
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


Software ID:  
Software Version:  



SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number

91-0511770
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
 
No
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    22,312,939 0 22,312,939 0.520 %
b Medicaid (from Worksheet 3, column a) . . . . .     81,085,845 37,635,054 43,450,791 1.020 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     0 0 0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . .     103,398,784 37,635,054 65,763,730 1.540 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     4,121,609 1,659,983 2,461,626 0.060 %
f Health professions education (from Worksheet 5) . . .     10,652,171 382,218 10,269,954 0.240 %
g Subsidized health services (from Worksheet 6) . . . .     0 0 0 0 %
h Research (from Worksheet 7) .     62,546,231 54,462,707 8,083,523 0.190 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     4,281,535 0 4,281,535 0.100 %
j Total. Other Benefits . .     81,601,546 56,504,908 25,096,638 0.590 %
k Total. Add lines 7d and 7j .     185,000,330 94,139,962 90,860,368 2.130 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
 
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
514,758
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
386,968
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
127,790
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 KAISER PERMANENTE CENTRAL HOSPITAL
201 16TH AVE E
SEATTLE,WA981125260
https://wa.kaiserpermanente.org/
HAC.FS.00000020
X X                
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
KAISER PERMANENTE CENTRAL HOSPITAL
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 22
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): HTTP://WWW.KP.ORG/CHNA
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
KAISER PERMANENTE CENTRAL HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE SECTION C
b
SEE SECTION C
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 6
Part VFacility Information (continued)

Billing and Collections
KAISER PERMANENTE CENTRAL HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
KAISER PERMANENTE CENTRAL HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Part V, Line 5 KAISER PERMANENTE'S APPROACH TO CHNA CONSIDERS BOTH PRIMARY AND SECONDARY DATA TO INFORM THE PRIORITIZATION OF HEALTH NEEDS. EACH KAISER PERMANENTE SERVICE AREA COLLECTED PRIMARY DATA THROUGH KEY INFORMANT INTERVIEWS WITH INDIVIDUALS AND GROUPS OF INDIVIDUALS. TO IDENTIFY ISSUES THAT MOST IMPACT THE HEALTH OF THE COMMUNITY, HOSPITALS REACHED OUT TO LOCAL PUBLIC HEALTH EXPERTS, COMMUNITY LEADERS WITH EXPERTISE ON LOCAL HEALTH NEEDS, AND INDIVIDUALS WITH KNOWLEDGE AND/OR LIVED EXPERIENCE OF RACIAL HEALTH DISPARITIES. IF AVAILABLE, INSIGHTS FROM COMMUNITY PARTNERS' DATA COLLECTION WERE ALSO CONSIDERED IN THE ASSESSMENT OF NEEDS. KAISER PERMANENTE ALSO DEVELOPED A FREE, WEB-BASED DATA PLATFORM. THE DATA PLATFORM PROVIDES ACCESS TO A CORE SET OF APPROXIMATELY 100 PUBLICLY AVAILABLE INDICATORS TO UNDERSTAND HEALTH USING THE COUNTY HEALTH RANKINGS POPULATION HEALTH FRAMEWORK, WHICH EMPHASIZES SOCIAL AND ENVIRONMENTAL DETERMINANTS OF HEALTH.
Part V, Line 6a King County Hospitals for a Healthier Community: Evergreen Health, MultiCare, Navos, Overlake Medical Center & Clinics, Seattle Cancer Care Alliance, Seattle Children's, Swedish, UW Medicine, Virginia Mason Franciscan Health.
Part V, Line 6b Public Health-Seattle & King County, Washington State Hospital Association
Part V, Line 11 Significant needs identified in Kaiser Foundation Health Plan of Washington's hospital facilities' most recently conducted CHNAs. HEALTH NEED: ACCESS TO CARE - Medical Financial Assistance: Provide temporary financial assistance to low-income individuals who receive care at KP facilities and can't afford medical expenses and/or cost sharing - Medicaid and Children's Health Insurance Plan (CHIP): Provide high-quality medical care services to low-income populations who would otherwise struggle to access care. CHIP is active in Sunnyside, Westside, Oahu. - Charitable Health Coverage: Provide access to comprehensive health care and to coverage for low-income individuals and families who do not have access to public or private health coverage - Provide operating support to safety net organizations to strengthen their clinical, financial, and operational capacity to meet evolving needs of their patients - Support organizations that build capacity, provide information about coverage options, assist with eligibility screening, application and enrollment, and advocate for increasing coverage options for low-income individuals - Support partnerships with local, regional, or national organizations to grow networks of community-based organizations that address social health needs and coordinate care HEALTH NEED: MENTAL AND BEHAVIORAL HEALTH - Increase access to behavioral health care services for low-income and vulnerable populations - Extend school and district adoption and integration of Kaiser Permanente Thriving Schools initiatives, tools, and resources - Provide core support to safety net organizations, allowing these organizations to implement initiatives appropriate for the needs of their population (e.g., expansion of mental and behavior health care services, providing more virtual care for nonsurgical specialties such as counseling and behavioral health therapies) HEALTH NEED: INCOME & EMPLOYMENT - Support organizations that provide culturally and linguistically relevant training and technical assistance to small businesses and entrepreneurs of color - Improve individual financial health by supporting housing, workforce development, or other organizations that embed or enhance financial coaching services HEALTH NEED: HOUSING - Provide resources for preserving or enhancing the supply of affordable housing - Support expansion of housing-related legal support for at-risk tenants - Support evidence-based housing stabilization assistance - Support system-level approaches to reducing homelessness (e.g., achieving quality data) HEALTH NEED: FOOD INSECURITY - Support organizations that increase enrollment in programs that extend food dollars such as in the Supplemental Nutrition Assistance Program (SNAP), Special Supplemental Nutrition Program for Women, Infants and Children (WIC), and federal school meal programs - Support organizations that distribute food such as medically tailored meals, prepared food, produce, or other food and meals to school children, families, and those in underserved communities - Support local and state policy, research, and advocacy organizations leading efforts that have a direct impact on community food security strategies HEALTH NEED: STRUCTURAL RACISM - Support grassroots and advocacy organizations and initiatives - Support Black, Indigenous, People of Color (BIPOC)-led organizations
Part V, Line 13a The hospital provides free care (100% discount) on the patient cost for eligible services to all charity eligible patients with a household income of 300% or less of the federal poverty guidelines (FPG). The discount amount is not adjusted based on income level.
Part V, Line 13h A patient of any household income level with incurred out-of-pocket medical and pharmacy expenses for eligible services over a 12-month period greater than or equal to 10% of their annual household income is eligible for free care.
Part V, Line 16j The FAP program materials are available on the KP websites at www.kp.org/mfa/wa
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?46
Name and address Type of Facility (describe)
1 Seattle-Capitol Hill Medical Center
201 16th Ave E
Seattle,WA98112
Medical Center
2 Olympia Medical Center
700 Lilly Rd NE
Olympia,WA98506
Medical Center
3 Bellevue Medical Center
11511 NE 10th Street
Bellevue,WA98004
Medical Center
4 Tacoma Medical Center
209 Martin Luther King Jr Way
Tacoma,WA98405
Medical Center
5 Everett Medical Center
2930 Maple St
Everett,WA98201
Medical Center
6 Spokane - Riverfront Medical Center
322 W North River Drive
Spokane,WA99201
Medical Center
7 Seattle - Northgate Medical Center
9800 4th Ave NE
Seattle,WA98115
Medical Center
8 Silverdale Medical Center
10452 Silverdale Way NW
Silverdale,WA98383
Medical Center
9 Federal Way Medical Center
301 S 320th St
Federal Way,WA98003
Medical Center
10 Puyallup Medical Center
1007 39th Ave SE
Puyallup,WA38374
Medical Center
11 Lynnwood Medical Center
20200 54th Ave W
Lynnwood,WA98036
Medical Center
12 Tacoma South Medical Center
9505 Steele St S
Tacoma,WA98444
Medical Center
13 Burien Medical Center
140 SW 146th St
Seattle,WA98166
Medical Center
14 Bellevue - Factoria Medical Center
13451 SE 36th St
Bellevue,WA98006
Medical Center
15 Renton Medical Center
275 Bronson Way NE
Renton,WA98056
Medical Center
16 Port Orchard Medical Center
1400 Pottery Ave
Port Orchard,WA98366
Medical Center
17 Bothell - Northshore Medical Center
11913 NE 195th St
Bothell,WA98011
Medical Center
18 Spokane - Lidgerwood Medical Center
6002 N Lidgerwood
Spokane,WA99207
Medical Center
19 Redmond Medical Center
15809 Bear Creek Pkwy Ste 100
Redmond,WA98052
Medical Center
20 Spokane - Veradale Medical Center
14402 E Sprague Ave
Spokane,WA99216
Medical Center
21 Seattle - Rainier Medical Center
5316 Rainier Ave S
Seattle,WA98118
Medical Center
22 Smokey Point
2335 172nd St NE
Marysville,WA98271
Medical Clinic
23 Kent Medical Center
26004 104th Ave SE
Kent,WA98031
Medical Center
24 Kendall Yards Medical Office
546 N Jefferson St
Spokane,WA99260
Medical Clinic
25 Poulsbo Medical Center
19379 7th Ave NE
Poulsbo,WA98370
Medical Center
26 Ballard Medical Center
1401 NW 46th St 5th Floor
Seattle,WA98107
Clinical
27 Seattle - Northgate South Building
9720 4th Ave NE
Seattle,WA98115
Vision Center
28 West Olympia
1200 Cooper Point Rd SW Ste 100
Olympia,WA98502
Medical Clinic
29 Spokane - South Hill Medical Center
4102 S Regal St Ste 101
Spokane,WA99223
Medical Center
30 Tacoma Hear Center & Eye Care
5821 S Sprague Court
Tacoma,WA98409
Audiology & Vision Center
31 Renton Campus Glacier Building
1200 SW 27th Street
Renton,WA98057
Vaccination Clinic
32 Gig Harbor Clinic
5216 Point Fosdick Dr
Gig Harbor,WA98335
Medical Clinic
33 South Lake Union Medical Office
210 9th Ave N
Seattle,WA98109
Medical Clinic
34 Bremerton Behavioral Health Services
555 Pacific Ave Ste 202
Bremerton,WA98337
Behavioral Health Clinic
35 Renton Campus Adams Building
2921 Naches Avenue SW
Renton,WA98057
Telehealth
36 Aki Kurose School
3928 S Graham Street
Seattle,WA98122
Teen Medical Clinic
37 Nathan Hale High School
10750 30th Avenue NE
Seattle,WA98125
Teen Medical Clinic
38 Franklin High School
3013 S Mount Baker Boulevard
Seattle,WA98144
Teen Medical Clinic
39 Interagency Academy at Columbia School
3528 S Ferdinand Street
Seattle,WA98118
Teen Medical Clinic
40 Washington Middle School
2101 S Jackson Street
Seattle,WA98144
Teen Medical Clinic
41 Seattle - Downtown Medical Center
1420 5th Ave Suite 375
Seattle,WA98101
Medical Center
42 Renton Campus Rainier Building
2715 Naches Avenue SW
Renton,WA98057
Vaccination Clinic
43 Northpointe Medical Offices
9631 N Nevada St Ste 100/200
Spokane,WA99218
Clinical
44 Tacoma Behavioral Health Services
4301 S Pine St
Tacoma,WA98409
Behavioral Health Clinic
45 Lincoln Heights Medical Office
3010 S Southeast Blvd Ste A
Spokane,WA99223
Medical Clinic
46 Seattle - Metropolitan Park East
1730 Minor Avenue
Seattle,WA98101
Research Facility
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
PART I, LINE 3c There are three distinct eligibility criteria for free and discounted care under KP's Medical Financial Assistance Policy; (1) means tested (income-based), (2) high medical expenses and (3) situations where the patient has been prequalified. Means-tested: A patient of a household income less than or equal to KFH's means testing criteria as a percentage of the federal poverty guidelines (FPG) is eligible for free care. Note: Assets are not used in eligibility determination. High medical expenses: A patient of any household income level with incurred out-of-pocket medical and pharmacy expenses for eligible services over a 12-month period greater than or equal 10% of annual household income is eligible for financial assistance. Prequalification: A patient is presumed to meet the program eligibility criteria and is not required to provide personal, financial, and other information to verify financial status when the patient: 1. Is enrolled in a community program to which patients have been referred and prequalified through (1) federal, state, or local government, (2) a partnering community-based organization, or (3) at a KFH sponsored community health event, or 2. Is enrolled in a KP community benefit program designed to support access to care for low-income patients and prequalified by designated KFH/HP personnel, or 3. Is enrolled in a credible means-tested health coverage program (e.g., Medicare low-income subsidy program), or 4. Was granted a prior medical financial assistance award within the last 30 days.
PART I, LINE 7, PERCENT OF TOTAL EXPENSE The losses attributed to providing charity care (medical financial assistance and charitable health coverage) and participation in select government or community sponsored health coverage programs are calculated using a cost-based methodology for patients in those programs. The cost-based loss is generated through the standard systems used to report on market segments for KFHP/KFH's commercial business lines.
PART III, LINE 9B, COLLECTION POLICY When a patient/guarantor indicates an inability to pay (Charity Care), the patient/guarantor will be evaluated for charity care in accordance with established criteria outlined in the medical financial assistance (MFA) program. In addition, outside collection agencies will cancel and return on a retrospective basis any accounts that either would have qualified or now qualify for charity care according to the criteria outlined in the MFA program.
PART VI, LINE 2, NEEDS ASSESSMENT Kaiser Foundation Health Plan of Washington hospital is required to conduct a community needs assessment every three years. The assessments may be conducted individually by each hospital or in collaboration with other hospitals, community-based agencies, and public service organizations. Each needs assessment provides a summary of the needs assessment process undertaken including the methodologies and data sources utilized, individuals and organizations consulted, a complete listing of the needs identified, and description of the method used to prioritize needs for inclusion in the individual community benefit plans. The most recent needs assessments were completed in 2022.
PART VI, LINE 3, PATIENT EDUCATION FOR ELIGIBILITY FOR ASSISTANCE Information regarding assistance is available throughout the facilities to all patients. Information regarding the availability of Kaiser Permanente's Medical Financial Assistance Program (MFAP) is posted in the emergency departments and admitting areas of all Kaiser Permanente hospitals. The posted information contains contact information for further assistance. Kaiser Permanente admission and discharge staff are also a source of information for patients that express financial hardship or request medical financial assistance. The staff can provide a copy of the financial assistance policy summary, program application, or connect a patient with a financial counselor who can assist patients in determining eligibility for government programs or the MFAP. Patient discharge packets also include a copy of the MFAP policy summary. In addition, MFAP information, including the policy, policy plain language summary and application, can also be found on the publicly accessible KP medical financial assistance website. All patient billing statements include information that financial assistance is available as well as where to get additional information or assistance. The MFAP policy plain language summary is also included with the first hospital billing statement to all patients. Additionally, if patients are referred to bad debt collections, prior to performing extraordinary collections actions, the patient receives notification that financial assistance is available. The program policy, policy plain language summary, and application are available without charge in English as well as all the languages that meet the limited English proficiency population criteria (lesser of 1,000 individuals or 5% of the community). Languages supported include, but are not limited to Spanish, Chinese, Japanese, Korean, Laotian, Tagalog, Russian, Farsi and Vietnamese.
PART VI, LINE 4, COMMUNITY INFORMATION The communities we serve are diverse and include both less populous and densely populated cities and counties. Our communities are diverse in many ways including income, rate of uninsured, high school graduation and limited English proficiency. Our facilities and the people who work within them are located within and are part of our communities. In Washington, Kaiser Foundation Health Plan of Washington owns and operates Central Hospital located in the city of Seattle. Total population in area (mil)***; 5.7 Median Household Income****; $81,995 Below 100% FPL*; 8.9% w/o public or private health ins*; 5.5% Limited English Proficiency*; 3.9% On-time High school graduation rate**; 85.4% Unemployment Rate (%)***; 5.6% * US Census Bureau, American Community Survey: 2016-2020 ** US Department of Education *** ESRI via Kaiser Permanente Utility for Care Data Analysis, 2021 **** Kaiser Permanente Quality Data, Analytics & Reporting, ESRI 2021, Household-Weighted Median of Household Income Medians for the Block Groups in KP's Regional Service Areas As the nation's largest nonprofit integrated health care organization, Kaiser Permanente is mission driven to improve health and well-being in the communities we serve and committed to shaping the future of health care. Kaiser Permanente is dedicated to care innovations, clinical research, health education and the support of community health. KFHP WA is committed to the belief that good health is a fundamental right shared by all, and we recognize that good health extends beyond the doctor's office and the hospital. Like our approach to medicine, our work in the community takes a prevention-focused, evidence-based approach. We go beyond traditional corporate philanthropy or grant-making to leverage financial resources with medical research, physician expertise, and clinical practices. Historically, we have focused our investments in three areas-health access, healthy communities, and health equity to address critical health issues in our communities. For many years, we have worked collaboratively with other organizations to address serious public health issues, improve conditions for health in our communities, advance health, and drive affordability across the nation. We have conducted Community Health Needs Assessments (CHNA) to better understand each community's unique needs and resources. The CHNA process informs our community investments and helps us develop strategies aimed at making long-term, sustainable change-and it allows us to deepen the strong relationships we have with other organizations that are working to improve community health. The KFHP/KFH board has a standing community benefit committee of the boards of directors to oversee the program-wide community benefit program. Kaiser Permanente also has a national executive of KFHP and KFH to lead Kaiser Permanente's community benefit program.
PART VI, LINE 5, PROMOTION OF COMMUNITY HEALTH Kaiser Foundation Health Plan of Washington's (KFHP WA) principal purpose is to provide hospital, medical, and surgical care, including emergency services, extended care and home health care to members of the public without regard to age, sex, race, religion or national origin, or to the individual's ability to pay. KFHP WA shares the Kaiser Permanente mission, of providing affordable high-quality health care to our members, and improving the health of our members and the communities we serve. KFHP WA general community benefits include: I. Emergency departments -KFHP WA operates full-time emergency departments in its licensed hospitals. Emergency medical services are available to all individuals regardless of their ability to pay. II. Care provided to all patients - Hospital care is provided to individuals with health care coverage from any private or government-sponsored health plan, insured and uninsured referrals from safety net and other public health partnerships, and uninsured patients admitted through the emergency department. III. Open medical staff privileges - Staff privileges in the hospitals are available to community practitioners who are not affiliated with a Permanente Medical Group. IV. Reinvestment of Surplus Revenues - KFHP pays KFH for hospital services and surplus revenues are reinvested in the furtherance of the exempt purpose, for capital replacement or expansion of facilities and equipment, debt amortization, improvement in patient care and services, and other community benefit services including charity care, medical education, and research. KFHP WA believes it is our responsibility as a health care provider to minimize our environmental impact. We know one way to improve the health of the people who live in the communities we serve is by improving their environmental conditions. We also prioritize partnerships with others to develop policies and systems that strengthen community health and protect the environment. Through innovations in energy use, construction and building strategies, supply chain, food systems, finance, and clinical practice that promote community health, we are leading the health care sector in reducing environmental contributors to disease and illness. We have, and will continue to, set ambitious goals to drive both internal and sector-wide action. We prioritize reducing greenhouse gas emissions to lower our carbon footprint and lower the climate impact on the health of the communities we serve. KFHP WA believes that the race to halting climate change is a collaborative one. We prioritize building partnerships and support organizations with shared goals and incentives for combating the causes of a changing climate. We are focused on changing the narrative by putting health at the center of climate change. Kaiser Permanente's mission reflects our belief that where and how people live has a meaningful impact on their health and wellbeing. We will continue to work to improve the conditions for health and equity in the communities we serve by addressing the root causes of health, such as economic opportunity, affordable housing, health and wellness in schools and a healthy environment. We do this by listening to our communities, ensuring health access, shaping policy, making systems change and advancing the future of community health through innovation. ensuring health access, shaping policy, making systems change and advancing the future of community health through innovation.
PART VI, LINE 6, AFFILIATED HEALTH CARE SYSTEM Kaiser Foundation Health Plan of Washington (KFHP-WA) is committed to helping shape the future of health care. We are recognized as one of America's leading health care providers and not-for-profit health plans. Founded in 1945, Kaiser Permanente has a mission to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. We currently serve more than 12 million members in eight states and the District of Columbia. Care for members and patients is focused on their total health and guided by their personal Permanente Medical Group physicians, specialists and team of caregivers. Our expert and caring medical teams are empowered and supported by industry-leading technology advances and tools for health promotion, disease prevention, state-of-the-art care delivery, and world-class chronic disease management. KFHP-WA is dedicated to care innovations, clinical research, health education and the support of community health. KFHP-WA has an exclusive contract with Washington Permanente Medical Group (WPMG) a group practice with more than 1,400 physicians, physician assistants, optometrists, midwives and psychologists in Washington state. WPMG is not under common governance or control with KFHP-WA, but the two organizations collaborate to serve the community. Both KFHP-WA and WPMG staff participate as faculty and preceptors for residency and health professionals training programs. In addition to the operation of a family practice residency program (for which WPMG clinicians serve as faculty) and an optometry residency in 2 medical center locations, KFHP-WA and WPMG participate in the training of over a dozen medical specialties and an additional 20+ mid-level and non-physician training programs, including those for critical shortage professions such as nursing, physical therapy and pharmacy. The residency program includes clinical training and the provision of medical care for homeless youth as well as for some of the free clinics in King County. In addition to the above-mentioned programs in Washington state, in 2022, KFHP-WA and WPMG clinicians and staff volunteered medical services to homeless shelters, community clinics and other relief efforts in the U.S. and around the world. Physician and non-physician leaders at WPMG also contribute to the dissemination and community-wide practice of evidence-based medicine and outcomes improvement by sharing clinical guidelines, quality improvement efforts and protocols related to shared decision-making and other patient engagement tools, lean process improvements in clinical care, the medical home team-based care model, the chronic care model, and other care innovations.
PART VI, LINE 7, STATE FILING OF COMMUNITY BENEFIT REPORT THIS QUESTION IS NOT APPLICABLE.
Schedule H (Form 990) 2022
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number
91-0511770
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance
(h) Purpose of grant
or assistance
(1) 501 Commons
1200 12th Ave S 1101
Seattle,WA98144
94-3089631 501(c)(3) 29,550       Grantwriting Technical Assistance For Advancing He
(2) Ace Academy
3120 Rainier Ave S
Seattle,WA98144
81-2983424 501(c)(3) 151,163       Fame Game
(3) Alliance For A Healthier Generation Inc
1028 Se Water Ave 215
Portland,OR97214
27-2028308 501(c)(3) 132,000       Achieving A Healthier Generation Through Thriving
(4) Alliance For Education
509 Olive Way 500
Seattle,WA98101
91-1508191 501(c)(3) 6,000       General Operating Support
(5) Altarum Institute
3520 Green Ct 300
Ann Arbor,MI48105
38-1983442 501(c)(3) 472,232       Research Subrecipient
(6) American Indian Community Center
1025 W Indiana Ave
Spokane,WA99205
91-0822523 501(c)(3) 6,709       Listening Session For Bipoc Youth And Young Adults
(7) American Indian Health Commission
808 N 5th Ave
Sequim,WA98382
47-0922046 501(c)(3) 41,000       Enhancing Capacity And Development To Address Ai/A
(8) Ancient Cedars
6086 Ne Wee Wun Way
Suquamish,WA98392
87-4282834 501(c)(3) 148,830       Leadership Education Empowerment Program For Youth
(9) Angels For Angels
12704 8th Ave Sw
Burien,WA98146
27-5180670 501(c)(3) 10,000       General Operating Support
(10) Arts Impact
1911 Sw Campus Dr393
Federal Way,WA98023
83-4390508 501(c)(3) 119,616       Native Voices
(11) Asia Pacific Cultural Center
4851 S Tacoma Way
Tacoma,WA98409
91-1854410 501(c)(3) 161,000       Aanhpi Youth Mental Health Project
(12) Asian Counseling And Referral Service
3639 Ml King Jr Way S
Seattle,WA98144
91-0916176 501(c)(3) 180,864       Spokane Asians/Asian Americans (A/Aa) Community Ca
(13) Association Of Washington
1021 8th Ave Se
Olympia,WA98501
91-0891029 501(c)(6) 20,000       Wellness Partner
(14) Baylor Research Institute
301 N Washington Ave
Dallas,TX75246
75-1921898 501(c)(3) 77,609       Research Subrecipient
(15) Bethel School District 403
516 176th St E
Spanaway,WA98387
91-0832829 Government 5,300       Workforce Mental Health Committee - Staff Wellness
(16) Boston Medical Center Corporation
Harrison Ave Fl 2
Boston,MA02118
04-3314093 501(c)(3) 69,916       Research Subrecipient
(17) Boston University
Po Box 28763
New York,NY10087
04-2103547 501(c)(3) 41,090       Research Subrecipient
(18) Brd Of Rgnts Unvrsty Of Wi System
21 N Park St 6301
Madison,WI53715
37-1625460 501(c)(1) 71,582       Research Subrecipient
(19) Brigham And Womens Hospital Inc
Po Box 3149
Boston,MA02241
04-2312909 501(c)(3) 31,628       Research Subrecipient
(20) Building Changes
1200 12th Ave S 1200
Seattle,WA98144
91-1410450 501(c)(3) 75,000       Partnership For Zero
(21) Carl Maxey Center
3114 E 5th Ave
Spokane,WA99202
82-4396555 501(c)(3) 64,999       Black Business Support Team
(22) Chads Legacy Project
Po Box 16689
Seattle,WA98116
81-3696910 501(c)(3) 25,000       Washington State Mental Health Summit
(23) Chief Leschi Schools
5625 52nd St E
Puyallup,WA98371
91-1597976 Government 24,500       A Blueprint To Equitable Youth & Family Food Secur
(24) Childrens Hospital Medical Center
3333 Burnet Ave
Cincinnati,OH45229
31-0833936 501(c)(3) 23,315       Research Subrecipient
(25) City Year Inc
287 Columbus Ave
Boston,MA02116
22-2882549 501(c)(3) 7,500       General Operating Support
(26) Cjk Community Homes
2367 Tacoma Ave S 215
Tacoma,WA98402
85-0591204 501(c)(3) 23,723       Rent Reporting Implementation
(27) Community Credit Lab
450 Alaskan Way S 200
Seattle,WA98104
84-1899948 501(c)(3) 100,000       Equitable And Affordable Lending Programs To Build
(28) Community Health Worker Coalition For Migrants & R
24315 89th Pl W
Edmonds,WA98026
83-2266657 501(c)(3) 11,000       Listening Sessions To Guide A Mental Health And We
(29) Crisis Clinic
2901 3rd Ave 100
Seattle,WA98121
91-0773187 501(c)(3) 25,000       General Operating Support
(30) Dare2be Project
Po Box 1534
Renton,WA98057
83-3590168 501(c)(3) 150,000       Achieving Health Equity And Food Justice: General
(31) Dartmouth-hitchcock Clinic
1 Medical Center Dr
Lebanon,NH03756
22-2519596 501(c)(3) 20,604       Research Subrecipient
(32) Duke University
Po Box 90847
Durham,NC27708
56-0532129 501(c)(3) 62,694       Research Subrecipient
(33) Essentia Institute Of Rural Health
502 E 2nd Street
Duluth,MN55805
27-1291124 501(c)(3) 212,061       Research Subrecipient
(34) Familyworks
Po Box 85420
Seattle,WA98145
91-1757277 501(c)(3) 64,932       School-based Family Resource Centers At Seattle Pu
(35) Feed Seven Generations
3156 Garfield St
Enumclaw,WA98022
82-2874353 501(c)(3) 86,445       Feeding Future Generations
(36) Feeding Feasible Feasts
1509 97th Avenue Ct E
Edgewood,WA98371
85-3289326 501(c)(3) 119,818       Breaking Down Barriers To Food Access
(37) Franklin Pierce School District No 402
315 129th St S
Tacoma,WA98444
91-6014726 Government 56,200       Farming Land, Self, And Community At The Farm At F
(38) Fred Hutchinson Cancer Research Ctr
1100 Fairview Ave N
Seattle,WA98109
23-7156071 501(c)(3) 56,505       Research Subrecipient
(39) Gapps
19009 33rd Ave W 200
Lynnwood,WA98036
81-4625437 501(c)(3) 164,329       Research Subrecipient
(40) Geisinger Clinic
100 North Academy Ave
Danville,PA17822
23-6291113 501(c)(3) 23,368       Research Subrecipient
(41) Georgia State University
Po Box 3999
Atlanta,GA30302
58-1845423 Government 38,860       Research Subrecipient
(42) Harvard Pilgrim Health Care Inc
401 Park Drive 401
Boston,MA02215
04-2452600 501(c)(3) 119,140       Research Subrecipient
(43) Healthpartners Institute
8170 33rd Avenue S
Minneapolis,MN55440
41-1670163 501(c)(3) 59,266       Research Subrecipient
(44) Henry Ford Health System
One Ford Place
Detroit,MI48202
38-1357020 501(c)(3) 216,646       Research Subrecipient
(45) Hispanic Business Professional
308 W 1st Ave
Spokane,WA99201
74-3200153 501(c)(3) 150,000       Luna (Latinos United In Action) - Youth Mental Wel
(46) Hispanic Scholarship Fund
1411 W 190th St 700
Gardena,CA90248
52-1051044 501(c)(3) 35,000       2023-24 KP/Hsf Partnership, Po - Grants Splits Wit
(47) Hopelink
8990 154th Ave Ne
Redmond,WA98052
91-0982116 501(c)(3) 25,000       Financial Capability Program Expansion
(48) Icahn School Of Medicine At Mount Sinai
1 Gustave L Levy Pl
New York,NY10029
13-6171197 501(c)(3) 6,683       Research Subrecipient
(49) Indiana University
720 Eskenazi Ave
Indianapolis,IN46202
35-6001673 Government 999,520       Research Subrecipient
(50) Institute For Accountable Care
2001 L St Nw 500
Washington,DC20036
82-2461803 501(c)(3) 34,781       Research Subrecipient
(51) Institute For Family Health
2006 Madison Ave
New York,NY10035
13-3273402 501(c)(3) 513,140       Research Subrecipient
(52) Kitsap Community Foundation
Po Box 3670
Silverdale,WA98383
94-3205217 501(c)(3) 24,500       Kitsap Racial Equity And Empowerment Fund
(53) Living Well Kent
10605 Se 240th St Unit 232
Kent,WA98031
81-4451307 501(c)(3) 150,000       Youth Wellness In South King County
(54) March Of Dimes Inc
1550 Crystal Dr 1300
Arlington,VA22202
13-1846366 501(c)(3) 10,000       General Operating Support
(55) Medical University Of South Carolina Fdn
18 Bee Street
Charleston,SC29425
57-6028985 501(c)(3) 43,042       Research Subrecipient
(56) Memorial Sloan Kettering Cancer Center
885 2nd Ave Fl 8
New York,NY10017
35-2464610 501(c)(3) 34,446       Research Subrecipient
(57) Montana State University
Po Box 172470
Bozeman,MT59717
81-6010045 Government 5,525       Research Subrecipient
(58) Muslim Association Of Puget Sound
17550 Ne 67th Ct
Redmond,WA98052
20-4423661 501(c)(3) 24,999       Coordinating Afghan Legal Services In Wa
(59) N CA Institute For Research & Education
4150 Clement St
San Francisco,CA94121
94-3084159 501(c)(3) 52,968       Research Subrecipient
(60) Naah Illahee Fund
1620 18th Ave 101
Seattle,WA98122
05-0630992 501(c)(3) 95,225       Grant Review
(61) Nami Washington
1107 Ne 45th 330
Seattle,WA98105
91-1689067 501(c)(3) 195,345       Advancing Mental Health Education For And About Yo
(62) Northwestern University
633 Clark Street
Evanston,IL60208
36-2167817 501(c)(3) 18,959       Research Subrecipient
(63) Nw Childrens Foundation
2100 24th Ave S 320
Seattle,WA98144
91-1314318 501(c)(3) 10,000       General Operating Support
(64) NW Healthcare Response Network
1000 Oakesdale Sw 140
Renton,WA98057
46-3002271 501(c)(3) 80,000       General Operating Support
(65) Our Sisters House
708 Broadway 310
Tacoma,WA98402
91-1650772 501(c)(3) 137,565       B.I.A.S. & Media- Black Folk. Indigenous Knowledge
(66) Palo Alto Medical Foundation
Po Box 255448
Sacramento,CA95865
94-1156581 501(c)(3) 66,664       Research Subrecipient
(67) Players Philanthropy Fund
1122 Kenilworth Dr 201
Towson,MD21204
27-6601178 501(c)(3) 125,000       General Operating Support Grant For The Bipoc Heal
(68) Project Access Northwest
200 Broadway 202
Seattle,WA98122
20-4377921 501(c)(3) 200,000       Specialty Care Coordination
(69) Rand Corporation
1776 Main Street
Santa Monica,CA90407
95-1958142 501(c)(3) 73,611       Research Subrecipient
(70) Regents of the University of Colorado
1800 Grant Street
Denver,CO80203
84-6000555 Government 10,117       Research Subrecipient
(71) Regents of the University of Michigan
3003 S State St
Ann Arbor,MI48109
38-6006309 Government 118,659       Research Subrecipient
(72) Regents Of The University Of California
1855 Folsom 425
San Francisco,CA94103
95-2226406 Government 613,685       Research Subrecipient
(73) Regents Unvrsty Of Ca Riverside
900 University Rm 1111
Riverside,CA92521
95-6006142 Government 289,759       Research Subrecipient
(74) Schools Out Washington
801 23rd Ave S A
Seattle,WA98144
46-0809713 501(c)(3) 37,800       Youth Organizers Of Mental Health Education (Yohme
(75) Seattle Center Foundation
305 Harrison St
Seattle,WA98109
91-1003385 501(c)(3) 274,999       2023 & 2024 Seattle/King County Clinic
(76) Seattle Childrens Bioethics Conference
4800 Sand Point Way Ne
Seattle,WA98105
91-0564748 501(c)(3) 2,748,612       Research Subrecipient
(77) Seattle Indian Health Board
611 12th Ave S
Seattle,WA98144
91-0869056 501(c)(3) 12,500       General Operating Support
(78) Seiu Healthcare 1199NW Multi-Employer Fund
15 S Grady Way 321
Renton,WA98057
80-0377196 501(c)(3) 426,570       Healthcare Career Pathway Expansion And Sustainabi
(79) Solid Ground Washington
1501 N 45th St
Seattle,WA98103
23-7421892 501(c)(3) 27,999       Working Families Tax Credit Coalition To Support E
(80) Somali Health Board
625 Strander Blvd B
Tukwila,WA98188
46-5114580 501(c)(3) 9,807       Somali Youth Listening Session
(81) Spokane County United Way
920 N Washington St 100
Spokane,WA99201
91-0606058 501(c)(3) 175,000       Built For Zero
(82) Spokane Public Schools
200 N Bernard St
Spokane,WA99201
91-6001582 Government 24,500       Staff Retention And Capacity Building With Trauma
(83) Spokane Regional Health District
1101 W College Ave
Spokane,WA99201
91-1527532 Government 10,000       2022 Spokane County Quality Of Life Survey
(84) St Louis University
1 North Grand Blvd
St Louis,MO63103
43-0654872 501(c)(3) 12,222       Research Subrecipient
(85) Sutter West Bay Hospitals
633 Folsom St Fl 2
San Francisco,CA94107
94-6187756 501(c)(3) 212,965       Research Subrecipient
(86) Swedish Health Services
Po Box 35146
Seattle,WA98124
91-0433740 501(c)(3) 63,103       Research Subrecipient
(87) Tabor 100
7100 Fort Dent Way 100
Tukwila,WA98188
91-2013635 501(c)(3) 25,000       Tabor 100 Cares: Community Development
(88) Tacoma Urban League
2550 Yakima Ave Unit A
Tacoma,WA98405
91-0826302 501(c)(3) 50,150       Black Empowerment Center - Small Business Support
(89) Teamchild
1225 S Weller St 420
Seattle,WA98144
91-1930194 501(c)(3) 11,450       Community-led Mental Health Listening Session
(90) The Trust For Public Land
101 Montgomery 900
San Francis,CA94104
23-7222333 501(c)(3) 300,000       Tacoma Green Schoolyards
(91) Thurston County Chamber Of Commerce
809 Legion Way Se
Olympia,WA98501
91-1543494 501(c)(6) 25,000       Thurston Unite Us Referral And Networking Platform
(92) Treehouse
2100 24th Ave S 200
Seattle,WA98144
91-1425676 501(c)(3) 140,000       Economic Opportunity And Wellbeing For Youth Who H
(93) Tribal Technology Training
4730 University Ne 104
Seattle,WA98105
82-1045375 501(c)(3) 29,999       T3 Native Financial Empowerment Training Program
(94) Trustees Of Columbia University
722 W 168th St
New York,NY10032
91-1859360 501(c)(3) 104,261       Research Subrecipient
(95) Trustees Of Purdue University
23510 Network Pl
Chicago,IL60673
85-2621478 501(c)(3) 27,460       Research Subrecipient
(96) Tubman Center For Health & Freedom
3518 S Edmunds St
Seattle,WA98118
85-1543325 501(c)(3) 98,000       Design, Documentation & Evaluation Of A Transforma
(97) Tufts Medical Center Inc
800 Washington St 453
Boston,MA02111
27-0440772 501(c)(3) 40,771       Research Subrecipient
(98) United Negro College Fund Inc
701 5th Ave 3545
Seattle,WA98104
13-1624241 501(c)(3) 35,000       KP Health Equity Scholarship Program, Po - Grants
(99) United Way Of King County
720 2nd Ave
Seattle,WA98104
91-0565555 501(c)(3) 174,466       Fuel Your Future Campaign
(100) United Way Of Pierce County
1501 Pacific Ave
Tacoma,WA98402
91-0650669 501(c)(3) 324,805       Center For Strong Families
(101) University of Pittsburgh
4200 Fifth Ave
Pittsburgh,PA15260
25-0965591 Government 81,309       Research Subrecipient
(102) University of Washington
1410 NE Campus Parkway
Seattle,WA98195
91-6001537 Government 6,396,249       Research Subrecipient
(103) University of Washington Foundation
407 GERBERDING HALL
Seattle,WA98195
94-3079432 501(c)(3) 104,082       Assessing The Landscape Of Washington School Nurse
(104) University Of Colorado Denver
2601 E Colorado Ave
Denver,CO80208
84-0404231 Government 151,608       Research Subrecipient
(105) University Of Massachusetts
181 Presidents Drive
Amherst,MA01003
04-3167352 Government 60,332       Research Subrecipient
(106) University Of Miami
1320 S Dixie Hwy150
Coral Gables,FL33146
59-0624458 501(c)(3) 34,452       Research Subrecipient
(107) University Of New Mexico
1 University
Albuquerque,NM87131
85-0275408 Government 59,448       Research Subrecipient
(108) University Of North Carolina
Jksn Hll Cmps Bx 2200
Chapel Hill,NC27599
59-1711424 Government 11,040       Research Subrecipient
(109) University Of Pennsylvania
3451 Walnut St
Philadelphia,PA19104
23-1352685 501(c)(3) 209,688       Research Subrecipient
(110) University Of Texas Southwestern
Po Box 845347
Dallas,TX75284
75-6002868 Government 134,982       Research Subrecipient
(111) Urban League Of Metropolitan Seattle
105 14th Ave 200
Seattle,WA98122
91-0575954 501(c)(3) 70,000       Ulms Entrepreneurship Community Collaboration
(112) Wa Therapy Fund Foundation
4501 15th Ave S 102
Seattle,WA98108
85-2607648 501(c)(3) 262,500       Wtff Youth Wellness
(113) Washington Alliance For Better Schools
18560 1st Avenue Ne
Shoreline,WA98155
91-1698851 501(c)(3) 171,000       Access Stem Program And Natural Leaders Program
(114) Washington Association Of School
284 Lee St Sw 102
Tumwater,WA98501
91-0989106 501(c)(3) 10,000       General Operating Support
(115) Washington Poison Center
155 Ne 100th St 100
Seattle,WA98125
94-3214597 501(c)(3) 20,000       Poison Center Telehealth Support Of Community Need
(116) Washington School-based Health Alliance
Po Box 16035
Seattle,WA98116
45-0937382 501(c)(3) 133,000       Expanding And Improving School-based Health Care I
(117) Washington University School
Po Box 60352
St Louis,MO63160
43-0653611 Government 84,922       Research Subrecipient
(118) Weill Medical College Of Cornell
Po Box 22371
New York,NY10087
13-1623978 501(c)(3) 136,961       Research Subrecipient
(119) Within Reach
155 Ne 100th St 500
Seattle,WA98125
91-1443685 501(c)(3) 100,000       General Operating
(120) Your Money Matters
12113 Se 304th Ct
Tacoma,WA98092
82-3618832 501(c)(3) 19,500       Bipoc Youth & Young Adults Grant Review Training
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
117
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANTS AT THE END OF THEIR FUNDING CYCLE, GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT WHICH DELINEATES ACCOMPLISHMENTS RELATED TO STATED OBJECTIVES. LARGER GRANTS (TYPICALLY OVER $100,000) MAY REQUIRE QUARTERLY PROGRESS REPORTS.
Schedule I (Form 990) 2022



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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number

91-0511770
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 on 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 on 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on 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 on 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
Yes
 
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on 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" on 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) 2022

Schedule J (Form 990) 2022
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 on 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, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1Gregory Adams
Chairman & CEO
(i)

(ii)
0
-------------
2,047,443
0
-------------
10,474,474
0
-------------
1,319,774
0
-------------
-174,968
0
-------------
30,727
0
-------------
13,697,450
0
-------------
3,911,483
2Kimberly Horn
EVP, Group President, MOC
(i)

(ii)
0
-------------
1,082,278
0
-------------
1,485,441
0
-------------
5,367,138
0
-------------
-55,947
0
-------------
32,066
0
-------------
7,910,976
0
-------------
5,314,752
3Arthur Southam
EVP, Health Plan Ops & CGO
(i)

(ii)
0
-------------
1,230,780
0
-------------
3,936,502
0
-------------
597,583
0
-------------
-191,552
0
-------------
33,341
0
-------------
5,606,654
0
-------------
919,210
4Kathryn Lancaster
EVP & Chief Financial Officer
(i)

(ii)
0
-------------
1,228,774
0
-------------
3,936,502
0
-------------
560,973
0
-------------
-235,465
0
-------------
18,889
0
-------------
5,509,673
0
-------------
916,667
5Mark Zemelman
SVP, General Counsel & Secy
(i)

(ii)
0
-------------
339,902
0
-------------
3,880,962
0
-------------
880,644
0
-------------
41,523
0
-------------
20,345
0
-------------
5,163,376
0
-------------
124,044
6Susan Mullaney
Regional President - WA
(i)

(ii)
0
-------------
224,049
0
-------------
2,240,007
0
-------------
1,766,026
0
-------------
-197,516
0
-------------
10,046
0
-------------
4,042,612
0
-------------
1,334,452
7Janet Liang
EVP, Group President & COO
(i)

(ii)
0
-------------
1,226,839
0
-------------
2,031,076
0
-------------
2,175,382
0
-------------
-1,473,584
0
-------------
35,381
0
-------------
3,995,094
0
-------------
2,124,667
8Vanessa Benavides
SVP,Chief Legal Officer & Secy
(i)

(ii)
0
-------------
687,727
0
-------------
726,916
0
-------------
52,260
0
-------------
189,045
0
-------------
18,731
0
-------------
1,674,679
0
-------------
0
9Andrew Bindman
EVP, Chief Medical Officer
(i)

(ii)
0
-------------
734,422
0
-------------
463,892
0
-------------
29,138
0
-------------
297,518
0
-------------
28,891
0
-------------
1,553,861
0
-------------
0
10Thomas Meier
SVP, Corporate Treasurer
(i)

(ii)
0
-------------
568,446
0
-------------
904,341
0
-------------
141,918
0
-------------
-116,603
0
-------------
26,517
0
-------------
1,524,619
0
-------------
107,580
11Alfonse Upshaw
SVP,Corporate Controller & CAO
(i)

(ii)
0
-------------
523,570
0
-------------
537,804
0
-------------
40,060
0
-------------
-13,649
0
-------------
25,760
0
-------------
1,113,545
0
-------------
0
12Donald Orndoff
SVP, NFS
(i)

(ii)
0
-------------
480,731
0
-------------
482,522
0
-------------
145,042
0
-------------
-64,998
0
-------------
31,518
0
-------------
1,074,815
0
-------------
0
13Ronald Vance
Interim Regional President
(i)

(ii)
0
-------------
937,500
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
937,500
0
-------------
0
14Ann Allen
VP, COO
(i)

(ii)
0
-------------
460,075
0
-------------
33,430
0
-------------
96,876
0
-------------
185,988
0
-------------
24,765
0
-------------
801,134
0
-------------
17,183
15Jennifer Graves
VP, Quality, Safety & Rgnl CNE
(i)

(ii)
0
-------------
383,735
0
-------------
225,110
0
-------------
19,270
0
-------------
73,525
0
-------------
10,695
0
-------------
712,335
0
-------------
0
16Rebecca Williams
Interim CFO
(i)

(ii)
0
-------------
362,383
0
-------------
168,056
0
-------------
65,984
0
-------------
87,889
0
-------------
27,122
0
-------------
711,434
0
-------------
0
17Ryan Jenson
Interim Corp Controller & CAO
(i)

(ii)
0
-------------
305,299
0
-------------
203,216
0
-------------
151,168
0
-------------
-22,147
0
-------------
27,526
0
-------------
665,062
0
-------------
0
18Alicia Eng
VP, Clinical Operations
(i)

(ii)
0
-------------
337,035
0
-------------
166,976
0
-------------
37,705
0
-------------
106,050
0
-------------
16,075
0
-------------
663,841
0
-------------
0
19Eric Larson
Sr Investigator
(i)

(ii)
134,554
-------------
0
147,311
-------------
0
300,186
-------------
0
20,833
-------------
0
8,712
-------------
0
611,596
-------------
0
0
-------------
0
20Rita Mangione-Smith
VP,Resch/Healthcare Innovation
(i)

(ii)
0
-------------
380,833
0
-------------
108,802
0
-------------
19,273
0
-------------
74,555
0
-------------
20,335
0
-------------
603,798
0
-------------
0
21Kristanne Greco
VP, PR, Commns & Brand Mgmt
(i)

(ii)
0
-------------
338,695
0
-------------
204,092
0
-------------
23,382
0
-------------
2,778
0
-------------
23,882
0
-------------
592,829
0
-------------
0
22Pamela Warren
VP, HPSA - WA
(i)

(ii)
0
-------------
335,769
0
-------------
158,445
0
-------------
20,250
0
-------------
6,504
0
-------------
18,515
0
-------------
539,483
0
-------------
0
23Alacia Broussard
VP, Contracting Strategy
(i)

(ii)
0
-------------
333,072
0
-------------
75,633
0
-------------
17,792
0
-------------
45,942
0
-------------
31,206
0
-------------
503,645
0
-------------
0
24Todd Hesse
VP, MSBD
(i)

(ii)
0
-------------
292,851
0
-------------
60,263
43
-------------
18,724
0
-------------
66,739
0
-------------
18,431
43
-------------
457,008
0
-------------
0
25Shawna Sweeney
Assistant Secretary
(i)

(ii)
0
-------------
285,204
0
-------------
104,653
0
-------------
17,568
0
-------------
13,022
0
-------------
26,970
0
-------------
447,417
0
-------------
0
26Karen Schartman
VP, CFO & Strategy - WA
(i)

(ii)
0
-------------
134,612
0
-------------
347,772
0
-------------
85,155
0
-------------
-171,153
0
-------------
5,424
0
-------------
401,810
0
-------------
0
27Laurie Guariglia
VP, Business Info Officer - WA
(i)

(ii)
0
-------------
100,579
0
-------------
109,645
0
-------------
99,436
0
-------------
7,492
0
-------------
12,664
0
-------------
329,816
0
-------------
87,803
28Hong-Sze Yu
VP, Brd & Corp Gov & Asst Secy
(i)

(ii)
0
-------------
293,512
0
-------------
158,442
0
-------------
20,021
0
-------------
-141,683
0
-------------
28,169
0
-------------
358,461
0
-------------
0
29Margaret E Porfido JD
Director
(i)

(ii)
17,500
-------------
278,000
0
-------------
0
0
-------------
21,630
0
-------------
-14,562
0
-------------
0
17,500
-------------
285,068
0
-------------
0
30Ramon F Baez
Director
(i)

(ii)
17,500
-------------
251,500
0
-------------
0
0
-------------
13,762
0
-------------
-5,847
0
-------------
0
17,500
-------------
259,415
0
-------------
0
31Judith A Johansen JD
Director
(i)

(ii)
15,500
-------------
279,900
0
-------------
0
0
-------------
3,292
0
-------------
-27,376
0
-------------
0
15,500
-------------
255,816
0
-------------
0
32Janet O'Hollaren
VP, COO
(i)

(ii)
0
-------------
0
0
-------------
154,635
0
-------------
20,002
0
-------------
0
0
-------------
0
0
-------------
174,637
0
-------------
14,567
33Maryann Bodayle
Assistant Secretary
(i)

(ii)
0
-------------
175,247
0
-------------
18,737
0
-------------
2,271
0
-------------
-34,504
0
-------------
10,379
0
-------------
172,130
0
-------------
0
34Joseph Smith
VP, MSBD
(i)

(ii)
0
-------------
0
0
-------------
106,742
0
-------------
64,811
0
-------------
-239,761
0
-------------
0
0
-------------
-68,208
0
-------------
64,811
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 3
Part III
Supplemental Information
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.
Return Reference Explanation
SCHEDULE J, PART I, LINE 3 THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED BELOW TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF A RELATED ORGANIZATION.
SCHEDULE J, PART I, LINE 4A Mark Zemelman $465,099 Susan Mullaney $718,000 Eric Larson $252,547 LISTED PERSONS PARTICIPATED IN SEPARATION ARRANGEMENTS. DEPENDING ON POSITION LEVEL, TENURE, AND SEPARATION REASON, BENEFITS PAYABLE UNDER THESE ARRANGEMENTS PROVIDE FOR PAY AND HEALTH BENEFITS CONTINUATION PLUS PAYMENT OF ACCRUED OBLIGATIONS. IN ADDITION, FOR SOME OF THE LISTED PERSONS, BENEFITS PAYABLE INCLUDE PRORATED INCENTIVE AWARDS FOR PERFORMANCE PERIODS NOT YET ENDED. NONE OF THE LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO CHANGE-OF-CONTROL PAYMENTS.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Gregory Adams $1,189,653 Kimberly Horn 5,314,752 Arthur Southam 536,824 Kathryn Lancaster 500,214 Mark Zemelman 371,550 Susan Mullaney 973,874 Janet Liang 2,124,667 Thomas Meier 89,053 Donald Orndoff 110,897 Karen Schartman 77,078 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE.
SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO SOME OF THE PERSONS LISTED. PAYMENTS WERE MADE UNDER DISCRETIONARY BONUS PROGRAMS AND INCENTIVE PLANS, BASED ON ATTAINMENT OF ORGANIZATIONAL PERFORMANCE GOALS AND INDIVIDUAL PERFORMANCE, DESIGNED TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE HIGH-QUALITY, AFFORDABLE CARE AND IMPROVE THE HEALTH OF ITS MEMBERS AND THE COMMUNITIES IT SERVES. THE PLANS' ORGANIZATIONAL PERFORMANCE GOALS INCLUDED: QUALITY OF CARE AND SERVICE, MEMBERSHIP GROWTH, OPERATING INCOME, PER MEMBER EXPENSE TREND, AND COMMUNITY BENEFIT. PLAN DESIGNS, PERFORMANCE, AND PAYOUT LEVELS, AS WELL AS INDIVIDUAL PAYMENTS TO CERTAIN PERSONS, WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED OF INDEPENDENT DIRECTORS.
SCHEDULE J, PART II, SECTION A, COLUMN F AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN F INCLUDE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION, AS WELL AS DISTRIBUTIONS FROM A 457(B) PLAN THAT WERE PREVIOUSLY REPORTED AS REPORTABLE COMPENSATION IN ACCORDANCE WITH FORM 990 INSTRUCTIONS.
SCHEDULE J, PART II, COLUMN C THE ACTUARIAL VALUE FOR THE MAJORITY OF INDIVIDUALS' DEFINED BENEFIT PLAN DECLINED IN 2022, RESULTING IN NEGATIVE COMPENSATION FOR CERTAIN EXECUTIVES. THE ACTUARIAL INCREASE OR DECREASE IN VALUE MAY CHANGE FOR VARIOUS REASONS, INCLUDING CONTINUED SERVICE, AGE, AND CHANGES IN ASSUMPTIONS. THE DECLINE IN ACTUARIAL VALUE OF BENEFITS DURING 2022 IS PRIMARILY DUE TO SIGNIFICANT INCREASE IN MARKET INTEREST RATES, RESULTING IN LOWER PRESENT VALUE OF BENEFITS COMPARED TO THE PRIOR YEAR. THE ACTUAL DOLLARS RECEIVED FROM THE DEFINED BENEFIT PLAN UPON RETIREMENT ARE NOT AFFECTED BY THE INTEREST RATE INCREASES. CERTAIN BOARD MEMBERS ARE ELIGIBLE FOR A RETIREE MEDICAL BENEFIT FOLLOWING RETIREMENT FROM THE BOARD. THE ACTUARIAL INCREASE OR DECREASE IN VALUE MAY CHANGE FOR VARIOUS REASONS, INCLUDING CONTINUED SERVICE, AGE, AND CHANGES IN ASSUMPTIONS, RESULTING IN NEGATIVE VALUES IN COLUMN (C) IN SOME INSTANCES.
FORM 990, PART VII, SECTION A, LINE 5 RONALD VANCE RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION, ALVAREZ & MARSAL HOLDINGS, LLC.
Schedule J (Form 990) 2022

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number

91-0511770
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2021
Schedule L (Form 990) 2021
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) THERESA DIEMOND FAMILY MEMBER OF OFFICER 112,430 COMPENSATION   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number

91-0511770
Return Reference Explanation
FORM 990, PART III, LINE 4A-D EXEMPT PURPOSE ACHIEVEMENTS I. Introduction A. About Kaiser Permanente Founded in 1945, Kaiser Permanente is recognized as one of America's leading health care providers and nonprofit health plans. We currently serve 12.6 million members in 8 states and the District of Columbia. We were created to meet the challenge of providing American workers with medical care during the Great Depression and World War II, when most people could not afford to go to a doctor. Since our beginnings, we have been committed to helping shape the future of healthcare. Kaiser Permanente exists to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. Kaiser Permanente's integrated health care model means we seamlessly provide care and coverage together with a wide range of services under one roof, whether in a Kaiser Permanente medical office or hospital, or at a contracted facility. Care for members and patients is focused on their total health and guided by their personal Permanente Medical Group physicians, specialists, and team of caregivers. Our expert and caring medical teams are empowered and supported by industry-leading technology advances and tools for health promotion, disease prevention, state-of-the-art care delivery, and world-class chronic disease management. Kaiser Permanente is dedicated to care innovations, clinical research, health education, and the support of community health. B. Kaiser Permanente's Approach to Community Health At Kaiser Permanente, we recognize that where we live, work, learn, and play has a big impact on our health and well-being. We are driven by our mission to improve the health of our members and the communities we serve. To be our healthiest we need more than high-quality medical care - we need to improve the conditions for health and equity in the communities we serve. This means addressing all the factors that affect health, such as having a safe place to live, enough money to pay the bills, access to healthy meals, and meaningful social connections. Kaiser Permanente is accelerating efforts to broaden the scope of our work - and ultimately create healthier, more equitable communities for all. C. Kaiser Permanente's Total Contribution Kaiser Permanente provided $2.8 billion in 2022 to improve the health of our communities. The amounts attributable to Kaiser Foundation Health Plan of Washington is $90.9 million as follows: - Financial Assistance at cost - $22 million - Medicaid - $43.5 million - Community health improvement services and community benefit operations - $2.5 million - Health Professions Education - $10.3 million - Research - $8.1 million - Cash and in-kind contributions from community benefit - $4.3 million In addition to our direct spend, we also leverage assets from across Kaiser Permanente to help us achieve our mission to improve the health of communities. This "Total Health" strategy includes our widely recognized activities around supplier diversity, socially responsible investing and environmental stewardship.
II.Health Access Ensuring health access means serving those most in need of health care through Medicaid, medical financial assistance, charitable health coverage, and other forms of subsidized care and coverage. It also means connecting people with wrap-around social services, healthy meals, affordable homes, safe playgrounds, and supportive schools. For many low-income people without access to health care coverage, or for those who lose their jobs and can't maintain health care coverage, an emergency room is often the only place they receive care. At Kaiser Permanente, we're working to change that with programs that lower financial barriers by providing deeply subsidized health coverage and medical financial assistance for care. We also provide information about how to access and qualify for public programs such as Medicaid and financial assistance through the marketplace to individuals who may be eligible. Kaiser Foundation Health Plan of Washington supports the health access needs of our communities through a combination of coverage and care programs. We provide coverage to low-income populations through our participation in government programs like Medicaid and the Children's Health Insurance Programs (CHIP). Similarly, we provide care to low-income populations through two key vehicles: first, via our treatment of Medicaid and CHIP enrollees, and second, via the Medical Financial Assistance (MFA) program, which is Kaiser Permanente's traditional charity care or financial assistance program (FAP). For Kaiser Foundation Health Plan, Inc. and all of its subsidiary health plans, the main way to address health access challenges is by absorbing the cost of the coverage and care programs described above. A. Coverage Having health coverage means consistent access to comprehensive and continuous medical and preventative services for people to get and stay healthy, a much better alternative to episodic care at emergency departments. Coverage is good for the patient, good for Kaiser Permanente and good for the US overall because it helps people get and stay healthy and avoid costly hospital services. i. Coverage provided through Medicaid, CHIP and other government programs The Affordable Care Act has had a far-reaching impact on the landscape of government-sponsored programs, as these options have become a key source of health coverage for a significant portion of the US population. Kaiser Permanente has responded to this challenge by developing organizational strategies to enable individuals with low incomes to obtain and/or retain health coverage through Medicaid, CHIP or other government programs, even as their personal or financial circumstances may be changing. At the end of 2022, Kaiser Foundation Health Plan of Washington was providing care to a total of 34,000 people through its Medicaid Managed Care contracts with other health plans. B. Care To get and/or stay healthy, people need access to high quality care by providers they trust. This care must include preventative services and required medications so that people can avoid ending up in the emergency room or requiring more extensive services down the line. Kaiser Permanente helps low-income populations gain access to this type of care by leveraging the full scope of its integrated delivery system, including not only critical hospital-based services but also outpatient primary, specialty and pharmacy services. i. Care provided through Medicaid, CHIP and other government programs Kaiser Permanente provides a wide range of health care services to individuals enrolled in Medicaid, CHIP and other government programs, regardless of whether they are assigned to Kaiser Permanente or not. In addition to the individuals who received health coverage in 2022 due to Kaiser Permanente's participation in these government programs, Kaiser Foundation Health Plan of Washington also subsidized care to people who are enrolled in these programs but not formally assigned to Kaiser Foundation Health Plan. ii. Care subsidized by MFA Medical Financial Assistance program (MFA) helps low-income, uninsured, and underinsured patients receive access to care. The program provides temporary financial assistance or free care to patients who receive health care services from our providers, regardless of whether they have health coverage or are uninsured. Eligibility for financial assistance is based on financial need. In general, patients whose household income is at or below 300%, and in some regions up to 400%, of the federal poverty limit are eligible for the MFA program. Patients who are experiencing high medical expenses as compared to their income may be eligible under high medical expenses criteria, regardless of household income. The MFA program covers emergency and medically necessary health care services, pharmacy services and products, and medical supplies provided at Kaiser Permanente facilities (such as hospitals, medical centers, and medical office buildings), at Kaiser Permanente outpatient pharmacies, or by Kaiser Permanente providers. Over the course of 2022, Kaiser Foundation Health Plan of Washington subsidized care for a total of 14,600 people through the MFA program. C. Safety-Net Partnerships Safety net providers are a mix of public hospitals, community-based organizations such as federally qualified health centers, and other health care organizations. Safety-net health care providers provide care for patients who have low incomes and/or are uninsured regardless of their ability to pay. In Kaiser Permanente service areas, federally qualified health centers serve the uninsured, Medicaid, and other vulnerable populations. In addition to working families, children, the elderly, and the disabled, health centers serve students, people experiencing homelessness, people living in public housing, agricultural workers, and veterans. Strengthening the safety net advances our mission to improve the health of the communities we serve as well as our equity agenda. Our communities' most vulnerable populations, including a disproportionate number of low-income people of color, rely on the safety net for their health care needs. Our support ensures that communities have access to a strong safety net that can equitably meet patients' needs and improve health outcomes. As we continue to confront COVID-19, ensuring that low-income patients and people experiencing homelessness continue to have access to high-quality health care is more important than ever. Kaiser Foundation Health Plan of Washington awarded $725,000 of which $200,000 was paid in 2022, to Project Access Northwest (PANW) to support their Specialty Care Coordination program which serves individuals at or below 300% of the federal poverty level in Washington's King, Kitsap, and Snohomish counties. PANW plans to expand its range of specialty services and providers by creating a network of pro-bono counselors to serve individuals and families with anxiety, depression, and trauma, and other mental-emotional challenges, providing talk therapy at no cost to the client. Kaiser Foundation Health Plan of Washington also awarded $500,000 of which $250,000 was paid in 2022 to the Seattle Center Foundation in support of the Seattle/King County Clinic. The Clinic brings together healthcare organizations, civic agencies, non-profits, private businesses, and volunteers from across the State of Washington to produce an annual, large-scale, 4-day, free clinic at Seattle Center. The Clinic was created in direct response to disparities in our healthcare system, with the goal of treating the needs of racially and ethnically diverse under or uninsured populations from around the region who struggle to access services necessary to support their overall health.
III.Community Health Healthy individuals need healthy communities, and healthy communities need healthy people to thrive. At Kaiser Permanente, we are working to improve the conditions for health and equity in communities by addressing the root causes of health, such as healthy food, economic opportunity, affordable housing, and safe and supportive schools. We screen patients for social factors influencing their health and help connect them to community-based resources and public benefit programs when needed. These improvements grow from our collaboration with each community to co-design and co-create solutions that truly make a positive impact. By engaging communities, our sizeable workforce, and all of our organization's considerable assets, we are working to create communities that are among the healthiest in the nation, and inspiring greater health for America and the world. A. Economic Opportunity Inclusive economic growth is critical to both individual and community health. When there is a lack of economic opportunity in communities, the prospects for upward social mobility are diminished, often resulting in poorer health and higher mortality rates for people living in those communities. By contrast, economic growth and opportunity provides individuals with jobs, income, a sense of purpose, and opportunities to improve their circumstances overtime. As a large, influential institution in our communities, Kaiser Permanente also recognizes that the way we do business can support economic opportunity in local communities through how we hire, purchase, build our facilities and partner with communities. Some ways that we're helping revitalize and grow our communities by strengthening economic opportunity include: - Providing good jobs to individuals facing barriers to employment through high-impact hiring and workforce pipeline efforts. - Pursuing a social impact investment strategy to support impact investments aimed at addressing key social issues that have a significant impact on health. - Purchasing goods and services from local minority- and women-owned businesses and encouraging good employment practices by our vendor partners. - Building new facilities with an emphasis on positive local community impact, including local construction hiring, local and diverse purchasing, healthy and sustainable design features, neighborhood revitalization, and deep community engagement. - Partnering with community organizations to grow local business capacity, increase access to good jobs, and support stable, quality, affordable housing. Kaiser Permanente is also deepening its efforts to get at the heart of inequities, addressing systemic racism, breaking cycles of trauma, and creating economic opportunities for communities that have endured decades of underinvestment. We are working with communities striving to overcome systemic and structural economic disadvantage and supporting the resiliency of businesses owned by Black and other historically underrepresented individuals. We recognize that it will require sustained efforts to increase access to business capital and build capacity for growth. Success for these communities requires intentional, long-term investment, and ongoing work to dismantle racist systems that create barriers to success. Kaiser Foundation Health Plan of Washington awarded $755,364, of which $426,570 was paid in 2022, to the SEIU 1199NW Multi-Employer Training and Education Fund. Training Fund will expand and enhance two career pathways programs to prepare underrepresented minorities and underserved communities for careers in healthcare. These efforts will be in partnership with the Seattle Jobs Initiative and Workforce Development Councils in Pierce, King, and Snohomish counties. The programs will create access to entry-level occupations and support to move further along a career pathway of the participant's choosing. Funding will also allow the Training Fund to embed financial literacy and coaching into their program offerings to facilitate upward mobility and financial security for participants. Kaiser Foundation Health Plan of Washington also awarded $375,000 of which $125,000 was paid in 2022, to BIPOC Health Careers Ecosystem to connect, integrate and align existing healthcare pathway programs serving under-represented minority students in Washington. This partnership will create efficiencies and scale connections between existing healthcare pathway programs and is expected to increase social and economic mobility for under-represented minority young professionals and increase under-represented minority healthcare leaders in the state. B. Housing for Health Without a safe place to call home, it's nearly impossible to focus on basic health and medical needs. Kaiser Permanente is leading efforts to end homelessness and preserve affordable housing by making strategic impact investments, shaping policy, and catalyzing innovative partnerships. The COVID-19 pandemic had a significant impact on social health needs in our communities, and people experiencing homelessness or housing insecurity were among the most vulnerable. Even in the absence of COVID-19, people experiencing homelessness face a higher risk of death than housed populations. Increasing affordable housing preserves homes that improve total health and lift residents socially and economically. Nationwide, people of color are disproportionately impacted by homelessness and housing insecurity, further exacerbated by COVID-19. The health crisis and economic fallout from the pandemic have hit low-income and communities of color hardest and threaten to widen the health equity gap in our country even further. Kaiser Permanente cannot solve the affordable housing and homelessness crisis alone. Only through innovative partnerships, strategic investments, and impactful storytelling can we move the needle for our most vulnerable communities. Kaiser Permanente will continue to drive national housing for health initiatives that create more healthy years for all. Kaiser Foundation Health Plan of Washington awarded $350,000, of which $175,000 was paid in 2022, to United Way of Spokane County to fund a local coordinator to manage the Spokane region's implementation of the Built for Zero Initiative. Built for Zero aims to reach functional zero for veterans in Spokane County by December 2024. The investment will also sustain a centralized diversion fund for single adults experiencing or at-risk of homelessness and create a stipend fund to compensate people with lived experience of homelessness to participate in Spokane's implementation of Built for Zero as expert consultants. Kaiser Foundation Health Plan of Washington also awarded $75,000 to Building Changes to support Partnership for Zero. Partnership for Zero aims to house or provide long term shelter for people experiencing homelessness in downtown Seattle and a suburban area of King County, by developing a quality by-name list, hiring peer navigators, and standing up a flexible fund to support client engagement. Goals of this partnership include establishing quality infrastructure, reducing homelessness, reducing disproportionality, and enhancing data quality and availability for people experiencing homelessness.
C.Thriving Schools At Kaiser Permanente, we're committed to not only delivering great health care but also creating communities where people can be healthy in all the places they live, learn, work, and play. Thriving Schools brings together Kaiser Permanente's extensive health care expertise and our partnerships with nationally recognized and trusted organizations working to support schools in becoming a beacon of health in their community. Thriving Schools takes an integrated approach to school health, curating the best thinking and guidance on how to keep students, staff, teachers, and families healthy across four dimensions of health: physical health, mental health, social health, and equity and access. Taking an integrated approach to health means supporting schools and districts in advancing their wellness and educational goals by incorporating health-related strategies into school and district improvement efforts. Like the communities in which they sit, schools often reflect a diversity of cultures, beliefs, and experiences. As such, the services and opportunities they provide must ensure that all students and staff are given the opportunity to reach their full potential. Thriving Schools' integrated approach explicitly addresses equity and inclusion, both in the assessment tools we use, and in the resources, we offer for school staff and district leaders. Kaiser Permanente's Educational Theatre has inspired and empowered millions of students and adults in communities across the United States to make healthy choices. Educational Theatre offers a wide range of award-winning theatrical productions and interactive workshops to schools throughout the Kaiser Permanente footprint. Using the power of theatre and storytelling, our programs directly connect with students and adults through relatable characters and real-life situations. Audiences see themselves represented onstage in our culturally and ethnically diverse casts allowing them to connect with the narrative and educational messages in a meaningful way. Our team builds on this connection, inspiring students, and adults alike to make healthy choices and build stronger communities. Currently, there are 3 programs available in every Kaiser Permanente market. Additionally, Kaiser Foundation Health Plan of Washington continued its partnership with the Alliance for a Healthier Generation with a $396,000 grant of which $132,000 was paid in 2022. The partnership will support the Thriving Schools Integrated Approach and Resilience in School Environments which works with school districts in under-resourced communities to implement policy, systems, and environmental changes that will improve the health and well-being of students, staff, teachers, and families. This partnership also aims to reduce stress and burn out of teachers and staff, improve physical health, connectedness, social-emotional skills building, and relationships among students, teachers, staff, families, and community. Kaiser Foundation Health Plan of Washington also awarded NAMI Washington $600,000 of which $190,345 was paid in 2022 to advance mental health education in seven Washington counties. NAMI Washington works to improve the quality of life for all those affected by mental illness through advocacy and delivery of education, support, and recovery services. This partnership will reduce stigma surrounding mental health for youth and young adults, will increase awareness and the ability of adults to identify and respond to mental health conditions, increase mental health support in school communities and increase access to culturally relevant mental health knowledge and support for community members who identify as Latinx and Black. D. Thrive Local Social determinants of health -- the conditions in which people live, learn, work, and play - affect a wide range of health risks and outcomes. Access to quality health care is critical, but social factors, such as lack of safe housing and transportation, inadequate education or job opportunities, and poor access to good nutrition and physical activity, inevitably create barriers to health and wellbeing. While many social resources may exist in a community, they are often unknown to those most in need and disconnected from one another even when serving the same client, creating confusion and exacerbating stress for community members. Through its Thrive Local program, launched in late 2019, Kaiser Permanente has helped establish connected networks of health and social service providers working together to address the needs of both patients and clients in every community we serve. These networks enable health care providers, safety net clinics, social service agencies, government programs, and other participants to make, receive, and track patient and client referrals. Health care providers can refer patients to organizations that address social factors affecting their health, and social service providers can coordinate effectively among themselves to improve community-wide services. Data aggregated through network technology provides a robust source of information on local social needs and service gaps to drive collaborative community planning. We also use this platform to make a searchable database of tens of thousands of community-based programs and services available directly to our communities to explore. Kaiser Permanente's funding in 2022 facilitated growth of these community networks by making participating in these community networks free to community-based organizations and community clinics, enabling them to collaborate more efficiently among each other and ensuring the networks reflect the needs of their respective communities. Kaiser Foundation Health Plan of Washington invested in establishing and growing an effective Thrive Local community network in 2022. Forming a partnership with the Thurston County Chamber Foundation will enable Thurston Thrives to convene community-based organizations (CBOs) to better understand their existing needs and challenges around making connections to social resources, what existing systems are in place, and how the Unite Us platform could improve coordination. This work will also provide valuable insights into the social and health needs of Thurston County as well as what it takes to successfully launch a community network. This partnership reinforces our commitment to amplifying community voice by aligning with existing effective community efforts. It will increase the success of the Thrive Local implementation in Washington. E. Food and Nutrition Security Food for Life is Kaiser Permanente's comprehensive approach to transforming the economic, social, and policy environments connected to food so that people across the nation have access to, and can afford, healthy food. To help address the food needs of its communities, Kaiser Permanente has invested towards the improvement of food and nutrition security and helped with applications for federal nutrition programs like Supplemental Nutrition Assistance Program (SNAP) and Women, Infants, and Children (WIC). Kaiser Permanente continues to work with community partners to provide free, nutritious meals in low-income communities. In 2022, Kaiser Permanente increased its commitment to food and nutrition security with a pledge to invest $50 million by 2030 to support programs that increase food and nutrition security and improve health outcomes for the country's most vulnerable populations. Kaiser Foundation Health Plan of Washington awarded over $1M of which $236,000 was paid in 2022 to a total of 3 organizations, Feeding Feasible Feasts, FamilyWorks, and Franklin Pierce School District No. 402 to improve food security for students and families who are not connected to resources in Washington. This partnership will improve access to resource navigation that will result in more equitable health and education outcomes for food insecure youth in Seattle by connecting them to the resources, benefits, and services they need to build lasting resilience. It will also support access to food distribution sites, address food challenges of disadvantaged youth, and break down barriers to critical social services. Kaiser Foundation Health Plan of Washington also awarded $475,000 of which over $86,000 was paid in 2022 to Feed Seven Generations, an organization that serves Native American youth in tribal schools in Washington. This funding will support the Muckleshoot Tribal Schools to improve food security for Native American youth, families, and community members. This partnership will improve access to Muckleshoot Tribal Schools that result in more equitable health and education outcomes for food insecure youth in Muckleshoot Indian Tribe.
IV.Policy and Systems A. Thriving Cities The places where we live, learn, work, and play - our cities and towns, our schools, our homes, our neighborhoods - have an enormous impact on our health. And how we shape those places, through public policy and the support for healthy environments, has the potential to make real, lasting impacts on our surroundings and our everyday quality of life. Through Kaiser Foundation Health Plan of Washington's ongoing partnerships with community organizations, municipal leaders, and public health champions, we are working to incorporate health, equity and sustainability considerations into public policy and the built environment in ways that influence how neighborhoods take shape and grow. Since 2018, we have partnered with the de Beaumont Foundation, a leader in public health philanthropy, to help U.S. cities thrive through the CityHealth initiative. CityHealth tracks and reports on proven policy solutions and works with cities to advance policies that achieve community health priorities. Through this relationship, Kaiser Foundation Health Plan of Washington leverages its deep expertise in health policy, government relations, and community-based prevention to accelerate cities' efforts to improve people's health and quality of life. The policy menu includes affordable housing trusts, complete streets, earned sick leave, eco-friendly purchasing, flavored tobacco restrictions, greenspace, healthy food purchasing, healthy rental housing, high-quality and accessible pre-K, legal support for renters, safer alcohol sales, and smoke free indoor air. For Kaiser Foundation Health Plan of Washington, this partnership complements the organization's established approach to community health - bringing together health leaders, clinicians and community partners to help solve the social, economic and environmental health challenges facing the residents who live in the communities it serves. Additionally, Kaiser Foundation Hospitals continued its support of the Vose River Charitable Fund, an organization established by the de Beaumont Foundation to develop tools and collaborate with other nonprofit organizations and government health departments to support effective policies and the public health workforce. Our ongoing partnership with the Vose River Charitable Fund will ensure the CityHealth initiative continues to have sufficient staffing and consultants, policy-specific technical assistance, policy assessment research and communications support. This alliance will continue to support a new policy menu and greater reach among cities in Kaiser Permanente's footprint. B. Environmental Stewardship At Kaiser Permanente, we believe it is our responsibility as a health care provider to minimize our environmental impact. We know one way to improve the health of the people who live in the communities we serve is by improving their environmental conditions. We also prioritize partnerships with others to develop policies and systems that strengthen community health and protect the environment. Through innovations in energy use, construction and building strategies, supply chain, food systems, finance, and clinical practice that promote community health, we are leading the health care sector in reducing environmental contributors to disease and illness. We have, and will continue to, set ambitious goals to drive both internal and sector-wide action. We prioritize reducing greenhouse gas emissions to lower our carbon footprint and lower the climate impact on the health of the communities Kaiser Permanente serves. KFH believes that the race to halting climate change is a collaborative one. We prioritize building partnerships and support organizations with shared goals and incentives for combating the causes of a changing climate. We are focused on changing the narrative by putting health at the center of climate change. Kaiser Permanente's mission reflects our belief that where and how people live has a meaningful impact on their health and wellbeing. We will continue to work to improve the conditions for health and equity in the communities we serve by addressing the root causes of health, such as economic opportunity, affordable housing, health and wellness in schools and a healthy environment. We do this by listening to our communities, ensuring health access, shaping policy, making systems change and advancing the future of community health through innovation. In 2022, we also dedicated 32% of overall spending on products to items that met our Environmentally Preferable Purchasing standards and ensured 100% of our overall operations were powered by renewable electricity. C. Health Professionals Education Our Graduate Medical Education (GME) program provides training and education for medical residents and interns in the interest of educating the next generation of physicians. The program attracts some of the top medical school graduates in the United States and serves as a national model by exposing future health care providers to an integrated health care delivery system. Residents are offered the opportunity to serve a large, culturally diverse patient base in a setting with sophisticated technology and information systems, established clinical guidelines and an emphasis on preventive and primary care. The majority of medical residents are studying within the primary care medicine areas of family practice, internal medicine, ob/gyn, pediatrics, preventive medicine, and psychiatry. In addition to GME, we provide a range of training and education programs for nurse practitioners, nurses, radiology and sonography technicians, physical therapists, post-graduate psychology and social work students, pharmacists, and other non-physician health professionals. D. Research Kaiser Permanente's research efforts are core to the organization's mission to improve population health, and its commitment to continued learning. Kaiser Permanente researchers study critical health issues such as cancer, cardiovascular conditions, diabetes, behavioral and mental health, and health care delivery improvement. Kaiser Permanente's research is broadly focused on three themes: understanding health risks; addressing patients' needs and improving health outcomes; and informing policy and practice to facilitate the use of evidence-based care. Kaiser Permanente is uniquely positioned to conduct research due to its rich, longitudinal, electronic clinical databases that capture virtually complete health care delivery, payment, decision-making and behavioral data across inpatient, outpatient, and emergency department settings. In 2022, Kaiser Foundation Health Plan of Washington engaged in 341 active studies (including 22 clinical trials) and published 342 journal articles. Kaiser Permanente Washington Health Research Institute (KPWHRI) has been conducting public-interest research on preventing and effectively treating major health problems, optimizing patient care, and addressing social determinants of health since 1983. Its mission is to improve health, well-being, and health equity for all communities through collaborative research and evaluation. In 2022, the Kaiser Permanente Washington Health Research Institute published several research studies, a summary of one publication includes: The US Preventive Services Task Force recommends follow-up blood pressure measurements outside of clinics using 24-hour ambulatory monitoring (ABPM) or home blood pressure monitoring before making a new hypertension diagnosis to avoid overdiagnosis and unnecessary treatment. Researchers compared clinic-, home-, and kiosk-based blood pressure measurement to ABPM for diagnosing hypertension. In research published in the Journal of General Internal Medicine, the researchers reported that, compared to ABPM, mean blood pressure was significantly lower for clinic, significantly higher for kiosk, and without significant differences for home measurement. Clinic blood pressure measurements had low sensitivity for detecting hypertension. The findings support utility of home blood pressure monitoring for making a new diagnosis of hypertension.
V.Pandemic Response It is clear that COVID-19 is now firmly entrenched in our communities and synced to the seasonality of other upper respiratory viruses, such as the flu. Unlike the flu, COVID-19 continues to have an outsized impact on the health of our communities, especially for those that remain unvaccinated. Kaiser Permanente has continued to provide support, both in the form of grants and in in-kind contributions, to increase education around and prevention of COVID-19. In 2022, Kaiser Permanente continued to elevate trusted messenger campaigns in collaboration with community partners to expand public education to individuals and communities at highest risk for contracting COVID-19 in every market. Kaiser Permanente extended support to community partners with initiatives aimed at abating social isolation among elderly individuals and providing community-based organizations with educational materials that could be adapted for flexible use across social media platforms to encourage individuals to get vaccinated or boosted. Kaiser Permanente also provided in-kind personal protective equipment (PPE), cleaning supplies, and hygiene products for community partners to use to safeguard learning and living environments. The COVID-19 pandemic highlighted weaknesses in both schools and public health infrastructure. In response to the pandemic, Kaiser led the charge to gather the National Healthy Schools Collaborative in order to strengthen the mental, physical, and socio-emotional health of all school employees and students and, together, launched the "Ten-Year Roadmap to for Healthy Schools." To help rebuild public health infrastructure weakened by the strains of the pandemic, Kaiser Permanente began to collaborate with a coalition of public health and community organizations to develop a public health research agenda that reflects where investments should focus to drive public health improvements.
FORM 990, PART VI, LINE 1A VOTING MEMBER AND GOVERNING BODY THE EXECUTIVE COMMITTEE, CONSISTING OF THREE DIRECTORS, HAS AUTHORITY TO ACT FOR THE BOARD BETWEEN MEETINGS EXCEPT IT HAS NO AUTHORITY TO: 1. ADOPT, AMEND OR REPEAL BYLAWS; 2.AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEALABLE; 3. ELECT, APPOINT OR REMOVE DIRECTORS, DESIGNATE COMMITTEES OF THE BOARD OR FILL VACANCIES IN THE BOARD OR IN ANY SUCH COMMITTEE; 4. DISSOLVE, MERGE OR CONSOLIDATE THE CORPORATION; 5. ADOPT, AMEND OR REPEAL THE ARTICLES OF INCORPORATION; 6. SELL, LEASE, PLEDGE, TRANSFER OR EXCHANGE ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OF THE CORPORATION; 7. FIX COMPENSATION OF DIRECTORS FOR SERVING ON THE BOARD OR ON ANY COMMITTEE; 8. AUTHORIZE ANY DIRECT OR INDIRECT TRANSFER OF MONEY OR OTHER PROPERTY OR INCUR ANY INDEPTEDNESS TO OR FOR THE BENEFIT OF TRANSFEREES IN LIQUIDATION (OTHER THAN CREDITORS OF THE CORPORATION); 9. TAKE ANY OTHER ACTION WHICH THE BOARD IS NOT AUTHORIZED TO TAKE OR WHICH A COMMITTEE OF THE BOARD IS NOT AUTHORIZED TO TAKE UNDER WA LAW.
Form 990, PART VI, LINE 6 THE SOLE CORPORATE MEMBER OF THE CORPORATION IS KFHPW HOLDINGS, A WASHINGTON NONPROFIT CORPORATION.
Form 990, PART VI, LINE 7A KFHPW HOLDINGS APPOINTS THE DIRECTORS (AND FILLS VACANCIES AND HAS AUTHORITY TO REMOVE DIRECTORS).
Form 990, PART VI, LINE 7B THE FOLLOWING ACTIONS OF THE CORPORATION ARE RESERVED TO OR REQUIRE APPROVAL OF THE MEMBER: A) CHANGES IN MEMBERSHIP; B) APPOINTMENT OF THE CHAIR OF THE BOARD AND THE PRESIDENT AND CEO, AND REMOVAL OF THE CHAIR OF THE BOARD, THE CEO OR ANY PRESIDENT. THE COMPENSATION OF ANY PRESIDENT AND OTHER EXECUTIVE OFFICERS OF THE CORPORATION REQUIRES APPROVAL BY THE COMPENSATION COMMITTEE OF THE ENTITY THAT SERVES AS THE OFFICIAL EMPLOYER OF RECORD FOR THE EXECUTIVE; C) SALE, LEASE, EXCHANGE, OR OTHER DISPOSITION OF, THE MORTGAGE, PLEDGE OR DEDICATION TO THE REPAYMENT OF INDEBTEDNESS, OR ANY OTHER ENCUMBRANCE OF PROPERTY OF THE CORPORATION, OR THE ACQUISITION OF ASSETS,WHETHER OR NOT IN THE USUAL OR REGULAR COURSE OF THE CORPORATION'S ACTIVITIES, WHERE THE FAIR MARKET VALUE OF SUCH CORPORATE PROPERTY OR ASSETS BEING DISPOSED OF, ACQUIRED OR ENCUMBERED EXCEEDS 10% OF THE VALUE OF THE ASSETS OF THE CORPORATION AS REFLECTED IN THE MOST RECENT ANNUAL OR QUARTERLY FINANCIAL STATEMENTS THAT ARE AVAILABLE ON THE DATE IMMEDIATELY PRECEDING THE DATE OF THE RELEVANT TRANSACTION REQUIRES MEMBER APPROVAL; D) CAPITAL EXPENDITURE EXCEEDING $150 MILLION; E) ISSUANCE OF TAX-EXEMPT BONDS F) AMENDMENT OF ARTICLES C (MEMBER), D (DIRECTORS) OR H (AMENDMENT OF BYLAWS)
Form 990, PART VI, LINE 12C Ethics and Compliance Ongoing Monitoring and Enforcement Activities Kaiser Permanente regularly and consistently monitors and enforces compliance with the Conflicts of Interest policy in the following ways: Reporting Conflicts of Interest Concerns - The Kaiser Permanente Ethics and Compliance Hotline or Webline is available to all employees, vendors, contractors, and agents to anonymously report actual or perceived conflicts of interest. This process is managed by a third party; however, all reported allegations are provided to Ethics and Compliance for investigation, and if required, corrective action. Employees are prohibited from retaliating against or intimidating anyone who reports concerns in good faith or refuse to participate in wrongdoing. Annual Disclosure Process - Annually, Directors, Officers, Key Employees, Executives, and other employees in roles with elevated risk are required to complete a Conflicts of Interest Disclosure (COID). Responses are reviewed by Ethics and Compliance, Board Services, and / or the Governance, Accountability and Nominating Committee of the Kaiser Foundation Health Plan/Hospital Board of Directors. When actions are required, they are addressed in accordance with policies and written standards. Conflicts of interest responses and actions are maintained for tracking and reporting purposes. Ongoing Disclosure Process - In addition to the annual disclosure process and in accordance with the Conflicts of Interest policy, on an ongoing basis Ethics and Compliance receives, consults, and reports conflicts of interest matters. External Audit Review of Disclosures - Annually, as a part of the Kaiser Permanente external audit, an outside certified public accounting firm reviews the COID process and actions taken for Directors, Officers, Key Employees, and Executives. The results, inclusive of any findings, are presented to the Kaiser Foundation Health Plan/ Hospital Audit and Compliance Committee of the Board of Directors. Awareness and Enforcement - Kaiser Permanente adheres to the following general awareness and enforcement guidelines: - Annually, the Conflicts of Interest and Corrective / Disciplinary Action policies are provided and reviewed as a part of the general ethics and compliance training and the Conflicts of Interest Policy is attested to during the disclosure process. - Represented employees are subject to corrective/disciplinary action provisions outlined in the regional or national collective bargaining agreements and applicable policies. - In the event disciplinary action is required due to failure to comply with applicable legal and regulatory requirements, Kaiser Permanente policies and procedures, the Code of Conduct (Principles of Responsibility), unsatisfactory performance, or misconduct disciplinary action includes, but is not limited to: * verbal discussion, coaching, and/or warning by the employee's immediate; supervisor or higher-level manager to correct the problem; * written notice, with or without final warning; * suspension, with or without final warning; or * termination of employment
Form 990, PART VI, LINE 15A/B COMPENSATION DETERMINATION THE EXECUTIVE COMPENSATION PROGRAM AS ADMINISTERED BY KAISER FOUNDATION HEALTH PLAN, INC. IS DESIGNED TO RECRUIT, RETAIN AND MOTIVATE QUALIFIED SENIOR MANAGEMENT PERSONNEL. SENIOR MANAGEMENT PERSONNEL HAVE A SIGNIFICANT IMPACT ON THE STRATEGIC AND POLICY DIRECTION AND RESULTS OF THE ORGANIZATION. THEREFORE, THE EXECUTIVE COMPENSATION PROGRAM IS, TO A SIGNIFICANT DEGREE, PERFORMANCE-BASED. THE COMPENSATION PROGRAM IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. PRIOR TO PAYMENT, ALL PROGRAMS AND PAYMENTS TO THE CEO, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT OFFICIALS (EXECUTIVES) ARE REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. BASE PAY FOR EXECUTIVE POSITIONS IS ESTABLISHED AT A LEVEL COMPARABLE TO THE RELEVANT MARKET. IN ADDITION, OTHER COMPONENTS OF THE COMPENSATION PROGRAM BEAR 'AT-RISK' FEATURES DESIGNED TO FOCUS ON STRATEGICALLY IMPORTANT PERFORMANCE GOALS AND TO ASSIST IN ATTRACTING AND RETAINING TOP PERFORMERS. THE EXECUTIVE COMPENSATION PROGRAM IS TARGETED TO BE COMPETITIVE TO THE COMPARABLE EXTERNAL MARKET IN WHICH THE ORGANIZATION COMPETES FOR EXECUTIVE LEADERSHIP. EVALUATION OF COMPARABLE PAY DATA IS PERFORMED BY AN INDEPENDENT COMPENSATION, BENEFITS & HUMAN RESOURCES CONSULTING FIRM. THE COMPENSATION PROGRAM FOCUSES ON OBJECTIVES IN THE AREAS OF QUALITY OF MEMBER CARE AND SERVICE, MEMBERSHIP GROWTH, FINANCIAL SOUNDNESS, AND THE COMMUNITY AND SOCIAL MISSION OF THE ORGANIZATION.
Form 990, PART VI, LINE 18 Forms 990 are available on www.guidestar.org.
Form 990, PART VI, LINE 19 Public Inspection Governing documents and conflict of interest policy are available upon request as disclosed to other regulatory bodies. Financial Statements are on file with state insurance agency on a statutory basis (stand alone entity). Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with Independent Auditors' Report. To request copies contact: National Communications - RM Operations Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, 22nd Floor Oakland, CA 94612
Form 990, PART VII, SECTION A, COLUMN B HOURS FOR RELATED ORGANIZATIONS INDIVIDUALS WHO ARE BOTH OFFICERS AND MEMBERS OF BOARDS OF DIRECTORS WORK FULL TIME AS EMPLOYEES AS WELL AS FULFILL THEIR BOARD ASSIGNMENT. ALL OFFICERS WORK FULL TIME IN THEIR EMPLOYEE CAPACITY. FULL TIME WORK MAY REQUIRE IN EXCESS OF THE TRADITIONAL 40 HOUR WEEK. GIVEN THE INTEGRATED NATURE OF OUR ORGANIZATION, EMPLOYEES MAY PROVIDE SUPPORT FOR VARIOUS KAISER PERMANENTE COMPANIES. THE AVERAGE HOURS PER WEEK REPORTED FOR THE FILING ORGANIZATION AND RELATED ORGANIZATIONS WAS ESTIMATED.
FORM 990, PART XI, LINE 9 Other changes in net assets or fund balances CHANGE IN DONATED CAPITAL $ 10,948 CHANGE IN PENSION & RETIREMENT LIABILITIES 20,556,637 OTHER THAN TEMPORARY IMPAIRMENTS (119,913,254) GAIN/LOSS ON SALE OF INVESTMENTS - BOOK (17,537,972) GAIN/LOSS ON SALE OF INVESTMENTS - TAX 47,913,208 ------------------ $ (68,970,433)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON
 
Employer identification number

91-0511770
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on 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

(1) COLUMBIA MEDICAL ASSOCIATES LLC
ONE KAISER PLAZA - 26TH FLOOR
OAKLAND,CA94612
20-0986848
COMP MED CARE WA 0 0 KFHPW
 
(2) COLUMBIA CLINIC LLC
ONE KAISER PLAZA - 26TH FLOOR
OAKLAND,CA94612
INACTIVE WA 0 0 CMA LLC
 








Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on 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 Hospitals
One Kaiser Plaza - 26th Floor

Oakland,CA94612
94-1105628
Health Care CA 501(c)(3) 3 NA
 
 
No
(2)Kaiser Foundation Health Plan Inc
One Kaiser Plaza - 26th Floor

Oakland,CA94612
94-1340523
Health Care CA 501(c)(3) 10 NA
 
 
No
(3)Kaiser Foundation Health Plan of CO
One Kaiser Plaza - 26th Floor

Oakland,CA94612
84-0591617
Health Care CO 501(c)(3) 10 KFHP Inc
 
Yes
 
(4)Kaiser Foundation Health Plan of GA Inc
One Kaiser Plaza - 26th Floor

Oakland,CA94612
58-1592076
Health Care GA 501(c)(3) 10 KFHP Inc
 
Yes
 
(5)Kaiser Foundation Health Plan of the MAS
One Kaiser Plaza - 26th Floor

Oakland,CA94612
52-0954463
Health Care MD 501(c)(3) 10 KFHP Inc
 
Yes
 
(6)Kaiser Foundation Health Plan of the NW
One Kaiser Plaza - 26th Floor

Oakland,CA94612
93-0798039
Health Care OR 501(c)(3) 10 KFHP Inc
 
Yes
 
(7)Kaiser Hospital Asset Management Inc
One Kaiser Plaza - 26th Floor

Oakland,CA94612
94-3299125
Asset Mgmt CA 501(c)(3) 12-I KFH
 
Yes
 
(8)Kaiser Health Plan Asset Management Inc
One Kaiser Plaza - 26th Floor

Oakland,CA94612
94-3299124
Asset Mgmt CA 501(c)(3) 12-I KFHP Inc
 
Yes
 
(9)Camp Bowie Service Center
One Kaiser Plaza - 26th Floor

Oakland,CA94612
94-3299123
Admin CA 501(c)(3) 12-I KFHP Inc
 
Yes
 
(10)Lokahi Assurance LTD
One Kaiser Plaza - 26th Floor

Oakland,CA94612
91-2171891
WC Placement HI 501(c)(3) 12-I KFHP Inc
 
Yes
 
(11)1800 Harrison Foundation
One Kaiser Plaza - 26th Floor

Oakland,CA94612
94-3317484
Financing CA 501(c)(3) 12-I KFHP Inc
 
Yes
 
(12)Kaiser Hospital Assistance Corporation
One Kaiser Plaza - 26th Floor

Oakland,CA94612
31-1779500
Financing CA 501(c)(3) 12-I KFH
 
Yes
 
(13)Kaiser Health Alternatives
One Kaiser Plaza - 26th Floor

Oakland,CA94612
93-0954562
Health Care OR 501(c)(3) 10 KFHP Inc
 
Yes
 
(14)KP Bernard J Tyson School of Medicine
One Kaiser Plaza - 26th Floor

Oakland,CA94612
81-4053028
Medical Edu. CA 501(c)(3) 2 KFH
 
Yes
 
(15)KFHPW Holdings
One Kaiser Plaza - 26th Floor

Oakland,CA94612
93-0480268
Health Care WA 501(c)(3) 12-I KFHP Inc
 
Yes
 
(16)Group Health Northwest
One Kaiser Plaza - 26th Floor

Oakland,CA94612
91-1216856
Inactive WA 501(c)(3) 12-I KFHP of WA
 
Yes
 
(17)Group Health of Washington
One Kaiser Plaza - 26th Floor

Oakland,CA94612
91-1314907
Inactive WA 501(c)(3) 12-I KFHP of WA
 
Yes
 
(18)Kaiser Fdn For The Adv of Integrated HC
One Kaiser Plaza - 26th Floor

Oakland,CA94612
82-3819611
Advocacy CA 501(c)(4) N/A KFHP Inc
 
Yes
 
(19)Kaiser Foundation Health Plan of NV Inc
One Kaiser Plaza - 26th Floor

Oakland,CA94612
37-2097870
Health Care DE 501(c)(4) N/A KFHP Inc
 
Yes
 
(20)KP Medical Foundation
One Kaiser Plaza - 26th Floor

Oakland,CA94612
92-0685740
Health Care DE 501(c)(3) 12-I KFHP Inc
 
Yes
 
(21)KFH Holdings Inc
One Kaiser Plaza - 26th Floor

Oakland,CA94612
88-4172095
Holding Co DE 501(c)(3) 12-I KFH
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on 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) NXT CAP SR FD I LLC

191 N Wacker Dr 1200
Chicago,IL60606
37-1651297
Investment DE NA
 
N/A 0 0     0     0 %
(2) Garfield Health Sol E Pvt Ltd

ONE KAISER PLAZA - 26TH FLOOR
Oakland,CA94612
Admin IN NA
 
N/A 0 0     0     0 %
(3) Maui Nui ASC Holdco LLC

ONE KAISER PLAZA - 26TH FLOOR
Oakland,CA94612
Holding Co HI NA
 
N/A 0 0     0     0 %








Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on 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 - 26TH FLOOR
OAKLAND,CA94612
03-0329760
INSURANCE VT NA
 
C CORP 0 0   Yes  
(2) KAISER PERMANENTE INSURANCE COMPANY

ONE KAISER PLAZA - 26TH FLOOR
OAKLAND,CA94612
94-3203402
INSURANCE CA NA
 
C CORP 0 0   Yes  
(3) KAISER PERMANENTE INTERNATIONAL

ONE KAISER PLAZA - 26TH FLOOR
OAKLAND,CA94612
94-3245176
CONSULTING CA NA
 
C CORP 0 0   Yes  
(4) KFHP OF WASHINGTON OPTIONS INC

ONE KAISER PLAZA - 26TH FLOOR
OAKLAND,CA94612
91-1467158
INSURANCE WA NA
 
C CORP 941,292,635 400,795,546 100.000 % Yes  






Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on 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
 
No
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
 
 
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
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
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
Yes
 
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) KAISER FOUNDATION HEALTH PLAN INC

L 14,158,163 PER AGREEMENT
(2) KAISER FOUNDATION HEALTH PLAN INC

M 102,825,386 PER AGREEMENT
(3) KAISER FOUNDATION HEALTH PLAN INC

P 356,275,534 PER AGREEMENT
(4) KAISER FOUNDATION HEALTH PLAN INC

Q 5,792,154 PER AGREEMENT
(5) KAISER FOUNDATION HEALTH PLAN INC

R 113,670,557 PER AGREEMENT
(6) KAISER FOUNDATION HEALTH PLAN INC

S 157,155,201 PER AGREEMENT
(7) KAISER FOUNDATION HOSPITALS

E 400,000,000 PER AGREEMENT
(8) KAISER FOUNDATION HOSPITALS

M 114,525,992 PER AGREEMENT
(9) KAISER FOUNDATION HOSPITALS

P 100,414,087 PER AGREEMENT
(10) KAISER FOUNDATION HOSPITALS

Q 41,795,976 PER AGREEMENT
(11) KAISER FDN HEALTH PLAN OF COLORADO

L 681,604 PER AGREEMENT
(12) KAISER FDN HEALTH PLAN OF COLORADO

M 234,210 PER AGREEMENT
(13) KAISER FDN HEALTH PLAN OF COLORADO

P 249,611 PER AGREEMENT
(14) KAISER FDN HEALTH PLAN OF THE NORTHWEST

L 7,606,437 PER AGREEMENT
(15) KAISER FDN HEALTH PLAN OF THE NORTHWEST

P 1,043,545 PER AGREEMENT
(16) KAISER FDN HEALTH PLAN OF THE NORTHWEST

Q 500,727 PER AGREEMENT
(17) KAISER FDN HEALTH PLAN OF WASHINGTON OPTIONS

L 127,175,248 PER AGREEMENT
(18) KAISER FDN HEALTH PLAN OF WASHINGTON OPTIONS

M 104,207 PER AGREEMENT
(19) KAISER FDN HEALTH PLAN OF WASHINGTON OPTIONS

P 8,504,555 PER AGREEMENT
(20) KAISER FDN HEALTH PLAN OF WASHINGTON OPTIONS

Q 752,900 PER AGREEMENT
(21) CAMP BOWIE SERVICE CENTER

P 7,505,961 PER AGREEMENT
(22) KAISER PERMANENTE INSURANCE COMPANY

M 1,440,000 PER AGREEMENT
(23) LOKAHI ASSURANCE LTD

M 26,259,244 PER AGREEMENT
(24) LOKAHI ASSURANCE LTD

Q 16,460,556 PER AGREEMENT
(25) LOKAHI ASSURANCE LTD

R 6,680,802 PER AGREEMENT
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on 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 sections 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) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


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