WINONA HEALTH SERVICES: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WINONA HEALTH SERVICES (EIN 41-0713914)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-07
- IRS object ID
- 202332199349300038
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-07T09:43:09-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410713914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winona Health Services Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINO | BusinessNameControlTxt |
| Phone | 5074543650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Avenue | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jessica Remington | PersonNm |
| Person Title | Current CFO | PersonTitleTxt |
| Phone | 5074543650 | PhoneNum |
| Signature | 2023-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jessica | PersonFirstNm |
| Person Last | Remington | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2023-08-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rachelle Heising-Schultz | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Avenue | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $111,107,358 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.winonahealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1894 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | Hospital Services | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1067 | TotalEmployeeCnt |
| Total Volunteers | 280 | TotalVolunteersCnt |
| Total Gross UBI | $2,527,739 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,057,227 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,941,659 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $106,029,234 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $105,327,697 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,973,514 | PYInvestmentIncomeAmt |
| CY Investment Income | $826,381 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $114,059,975 | PYTotalRevenueAmt |
| CY Total Revenue | $111,095,737 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,440 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,374 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $64,034,939 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $63,764,430 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $48,048,465 | PYOtherExpensesAmt |
| CY Other Expenses | $49,808,843 | CYOtherExpensesAmt |
| PY Total Expenses | $112,110,844 | PYTotalExpensesAmt |
| CY Total Expenses | $113,594,647 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,949,131 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,498,910 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $149,374,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,675,264 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $74,256,556 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,203,848 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $75,118,208 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,471,416 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Devoted to improving the health and well-being of our family, friends and neighbors. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $95,651,842 | ExpenseAmt |
| Grant | $21,374 | GrantAmt |
| Revenue | $105,327,697 | RevenueAmt |
| Desc | Winona Health Services (WHS), a 49-bed hospital, has provided care to its community and services from birth to death for 125 plus years. It is the sole community provider in the Winona, Minnesota area. In fiscal year 2022, WHS had 1,386 admissions, 172 births, 2,401 inpatient and outpatient surgeries, and 11,615 visits to the emergency room.To fulfill its mission of community service, the Corporation provides care to patients and residents who meet certain criteria under its charity care and community benefit policy without charge or at amounts less than its established rates. Because the Corporation does not (Continued on Schedule O) pursue collection of amounts determined to qualify as charity care, they are not reported as patient and resident service revenue.Charity Care: WHS provides medical care to the community regardless of an individual's ability to pay. The charity care cost based on charges foregone was approximately $585,590 for FY 2022. In furtherance of its charitable purpose, the Corporation provides a wide variety of benefits to the community. These services and donations account for a measurable portion of the Corporation's costs and serve to promote healthy life styles, community development, health education, and affordable access to care.The Corporation maintains records to identify and monitor the level of community benefit services it provides. Those records include management's estimate of the cost to provide charity care, the cost of services and supplies furnished for community benefit programs and costs in excess of program payments for treating Medical Assistance patients.In addition to community benefit costs, the Corporation provides additional community contributions such as services to Medicare and Medicaid patients below the costs for treatment, other uncompensated care, discounted pricing to the uninsured, and pays taxes and fees.During FY2022, many resources were dedicated to managing the covid 19 pandemic collaboratively within the community. Measures included expansion of virtual visit services, establishing separate covid testing and vaccine administration areas, working with local long-term care and congregate care communities to test residents and provide guidance on infection control practices. Numerous preparations and workflow changes were deployed to ensure patient access and safety. Physical facility modifications such as creating negative pressure rooms, monitoring entrances and traffic flows, repurposing of space, were made in response to the pandemic. | Desc |
| Total Program Service Expenses | $95,651,842 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 82 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1067 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jessica Remington | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5074543650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Avenue | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Ken Mogren | ||||||||||
| Chair | 3.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Steve Blue | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Matthew Broghammer MD | ||||||||||
| Director | 40.00 | 2.00 | Yes (X) | $686,442 | $0 | $74,901 | ||||
| E Allen Beguin MD | ||||||||||
| Director | 40.00 | 2.00 | Yes (X) | $230,419 | $0 | $54,750 | ||||
| Hugh Miller | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Wagner | ||||||||||
| Director (Oct-Dec) | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Toni Highum | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sandra Burke | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Greg Evans | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Nicholas Modjeski MD | ||||||||||
| Director | 40.00 | 2.00 | Yes (X) | $247,526 | $0 | $50,294 | ||||
| Brian Semling | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Williams | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Vaselaar | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Fatima Said | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Todd Paulson | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dave Gilmer | ||||||||||
| Director | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Katrina Hammel MD | ||||||||||
| Director | 40.00 | 2.00 | Yes (X) | $347,965 | $0 | $69,741 | ||||
| Rachelle Heising-Schultz | ||||||||||
| President/CEO/Director | 46.00 | 4.00 | Yes (X) | Yes (X) | $583,940 | $0 | $95,927 | |||
| Jan Brosnahan | ||||||||||
| CFO/Treasurer | 48.00 | 2.00 | Yes (X) | $282,911 | $0 | $61,629 | ||||
| Michael Donnenwerth | ||||||||||
| Chief Medical Officer | 40.00 | 0.00 | $291,479 | $0 | $53,063 | Yes (X) | ||||
| Sarah Lallaman DO | ||||||||||
| Pediatrician | 40.00 | 0.00 | $260,964 | $0 | $58,879 | Yes (X) | ||||
| Sara Gabrick | ||||||||||
| VP Surgical/Specialty Care | 42.00 | 0.00 | $211,114 | $0 | $42,453 | Yes (X) | ||||
| Robin Hoeg | ||||||||||
| VP Inpatient Services | 40.00 | 0.00 | $213,101 | $0 | $42,585 | Yes (X) | ||||
| Rebecca Lamberty | ||||||||||
| Chief Administrative Officer | 40.00 | 0.00 | $188,627 | $0 | $29,721 | Yes (X) | ||||
| Andrew Millis MD | ||||||||||
| Orthopedic Physician | 40.00 | 0.00 | $1,117,796 | $0 | $81,466 | Yes (X) | ||||
| George Ripeckyj MD | ||||||||||
| Radiologist | 40.00 | 0.00 | $677,853 | $0 | $40,572 | Yes (X) | ||||
| Kevin Christiansen MD | ||||||||||
| Dermatologist | 40.00 | 0.00 | $611,988 | $0 | $47,103 | Yes (X) | ||||
| Wayne Kelly MD | ||||||||||
| Emergency Medicine Physician | 40.00 | 0.00 | $487,351 | $0 | $66,974 | Yes (X) | ||||
| Hans Serleth MD | ||||||||||
| Surgeon | 40.00 | 0.00 | $482,185 | $0 | $75,602 | Yes (X) | ||||
| Christopher Watras DO | ||||||||||
| ER Physican/Former Key Employee | 40.00 | 0.00 | $393,486 | $0 | $75,233 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,315,147 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,020,893 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 107 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cerner Corp | |||||
| P O Box 412702 | Kansas City | MO | 64141 | Services/Contracted | $4,738,023 |
| Mayo Collaborative | |||||
| P O Box 9146 | Minneapolis | MN | 55480 | Contracted Laboratory | $2,804,421 |
| Weatherby Locums | |||||
| P O Box 972633 | Dallas | TX | 75397 | Contracted Labor | $1,165,009 |
| Select Rehabilitation LLC | |||||
| P O Box 71985 | Chicago | IL | 60694 | Contracted Therapy services | $682,433 |
| Cardinal HealthPharmacy Solutions | |||||
| 21377 Network Place | Chicago | IL | 60673 | Contracted Labor/Services | $397,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,067,069 | RelatedOrganizationsAmt |
| Government Grants | $3,818,339 | GovernmentGrantsAmt |
| All Other Contributions | $56,251 | AllOtherContributionsAmt |
| Noncash Contributions | $5,030 | NoncashContributionsAmt |
| Total Contributions | $4,941,659 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Patient Service Revenue | 900099 | $86,290,287 | $86,290,287 | |
| Pharmacy Revenue | 446110 | $11,161,956 | $8,869,298 | $2,292,658 |
| Supporting Revenue | 900099 | $4,321,525 | $4,086,444 | $235,081 |
| Purchased Service Revenue | 900099 | $3,600,557 | $3,600,557 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,628 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$46,628 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $105,327,697 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $838,002 | TotalRevenueColumnAmt |
| Exclusion | $838,002 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $11,621 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$11,621 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,621 | TotalRevenueColumnAmt |
| Exclusion | -$11,621 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,095,737 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,799,958 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,527,739 | UnrelatedBusinessRevenueAmt |
| Exclusion | $826,381 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,374 | TotalAmt |
| Program Services | $21,374 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,393,092 | TotalAmt |
| Program Services | $2,973,832 | ProgramServicesAmt |
| Management And General | $1,419,260 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,687 | TotalAmt |
| Program Services | $562,687 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,026,195 | TotalAmt |
| Program Services | $41,649,063 | ProgramServicesAmt |
| Management And General | $5,377,132 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,382,959 | TotalAmt |
| Program Services | $1,248,110 | ProgramServicesAmt |
| Management And General | $134,849 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,074,609 | TotalAmt |
| Program Services | $5,760,018 | ProgramServicesAmt |
| Management And General | $1,314,591 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,324,888 | TotalAmt |
| Program Services | $2,896,273 | ProgramServicesAmt |
| Management And General | $428,615 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,531 | TotalAmt |
| Management And General | $70,531 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,063 | TotalAmt |
| Management And General | $142,063 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,210 | TotalAmt |
| Management And General | $33,210 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,276,140 | TotalAmt |
| Program Services | $10,280,952 | ProgramServicesAmt |
| Management And General | $2,995,188 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,402 | TotalAmt |
| Program Services | $25,104 | ProgramServicesAmt |
| Management And General | $289,298 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,413,000 | TotalAmt |
| Program Services | $8,880,724 | ProgramServicesAmt |
| Management And General | $532,276 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,115,991 | TotalAmt |
| Program Services | $380,071 | ProgramServicesAmt |
| Management And General | $3,735,920 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,087,476 | TotalAmt |
| Program Services | $3,079,120 | ProgramServicesAmt |
| Management And General | $8,356 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,057 | TotalAmt |
| Program Services | $397,922 | ProgramServicesAmt |
| Management And General | $76,135 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,839 | TotalAmt |
| Program Services | $44,839 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,106 | TotalAmt |
| Program Services | $442,401 | ProgramServicesAmt |
| Management And General | $139,705 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,371,661 | TotalAmt |
| Program Services | $3,322,462 | ProgramServicesAmt |
| Management And General | $1,049,199 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,654 | TotalAmt |
| Program Services | $622,177 | ProgramServicesAmt |
| Management And General | $196,477 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Medical Supplies | $7,328,653 | $7,328,653 |
| Winona Clinic Pharmacy | $4,699,800 | $4,699,800 |
| MN Care Tax | $937,257 | $937,257 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,003 | TotalAmt |
| Program Services | $99,003 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,594,647 | TotalAmt |
| Program Services | $95,651,842 | ProgramServicesAmt |
| Management And General | $17,942,805 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,591,631 | BOYAmt |
| EOY | $5,992,620 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,339,119 | BOYAmt |
| EOY | $16,751,965 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,115,816 | BOYAmt |
| EOY | $3,183,594 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,567 | BOYAmt |
| EOY | $1,232,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $99,526,895 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,911,402 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,297,338 | BOYAmt |
| EOY | $32,615,493 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,441,374 | BOYAmt |
| EOY | $35,614,245 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,020,035 | BOYAmt |
| EOY | $11,015,943 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,014,538 | BOYAmt |
| EOY | $2,014,538 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,290,346 | BOYAmt |
| EOY | $19,254,227 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,374,764 | BOYAmt |
| EOY | $127,675,264 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,896,203 | BOYAmt |
| EOY | $11,256,949 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,458,323 | BOYAmt |
| EOY | $17,483,793 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,632,805 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,269,225 | BOYAmt |
| EOY | $33,463,106 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,256,556 | BOYAmt |
| EOY | $62,203,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,118,208 | BOYAmt |
| EOY | $65,471,416 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,118,208 | BOYAmt |
| EOY | $65,471,416 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,374,764 | BOYAmt |
| EOY | $127,675,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,498,910 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,147,897 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $15 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,478,937 | BeginningYearBalanceAmt |
| Contributions | $1,277,453 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,975,726 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $547,219 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,233,445 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,510,634 | BeginningYearBalanceAmt |
| Contributions | $243,094 | ContributionsAmt |
| Investment Earnings Or Losses | $4,075,919 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,350,710 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,478,937 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,524,012 | BeginningYearBalanceAmt |
| Contributions | $180,653 | ContributionsAmt |
| Investment Earnings Or Losses | $1,896,815 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,090,846 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,510,634 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,630,482 | BeginningYearBalanceAmt |
| Contributions | $285,566 | ContributionsAmt |
| Investment Earnings Or Losses | $766,745 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,158,781 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,524,012 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,041,725 | BeginningYearBalanceAmt |
| Contributions | $275,026 | ContributionsAmt |
| Investment Earnings Or Losses | $1,701,039 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,387,308 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,630,482 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07985 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.92015 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,140,751 | OtherCostOrOtherBasisAmt |
| Book Value | $5,140,751 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,578,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,332,481 | DepreciationAmt |
| Book Value | $15,246,240 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,062,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,647,136 | DepreciationAmt |
| Book Value | $7,415,299 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,744,988 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,931,785 | DepreciationAmt |
| Book Value | $4,813,203 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,615,493 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Defensive Equity Fund | $8,040,280 | F |
| Global Equity Securities | $2,975,663 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,015,943 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Investment in Winona Area Ambulance Service | $863,631 |
| Due from Affiliated Organizations | $2,580,917 |
| Operating Lease Right of Use Asset | $15,809,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $19,254,227 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred Compensation Obligation | $6,198,650 |
| Payable to Affiliated Organizations | $8,869,302 |
| Deferred Revenue from Third Party Payor | $908,487 |
| Finance Lease Liability | $1,677,438 |
| Operating Lease Liability | $15,809,229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,463,106 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Winona Health Foundation endowments have multiple purposes; all of which deliver on the mission to inspire, recognize and empower the caregiver in all of us. The largest fund is the Ben & Adith Miller Patient Care Fund that pays the medical bills of Winona Health patients/residents who are under or uninsured. Other funds include the Senior Services Fund which is made up of the Glenn Fund for home care/hospice licensure and training, the Hospice Fund for general hospice services, the Alzheimer Fund for Alzheimer-related projects, and funds for unrestricted use by Winona Senior Services. There are also funds for general operating expenses. |
| Part X, Line 2: | The Corporation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and, as such, does not have any uncertain tax positions that are material to the financial statements. The Corporation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense, if such interest and penalties are incurred. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | 0 | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $358,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $358,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00320 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $21,893,601 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $19,256,896 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,636,705 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02320 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $22,251,601 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $19,256,896 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,994,705 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02640 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 4158 | PersonsServedCnt |
| Total Community Benefit Expns | $204,772 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $204,772 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00180 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $199,999 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $199,999 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00180 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $36,197,672 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $29,211,012 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,986,660 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06150 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $83,730 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $83,730 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00070 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 4158 | PersonsServedCnt |
| Total Community Benefit Expns | $36,686,173 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $29,211,012 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,475,161 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06580 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 4158 | PersonsServedCnt |
| Total Community Benefit Expns | $58,937,774 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $48,467,908 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,469,866 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09220 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 725 | PersonsServedCnt |
| Total Community Benefit Expns | $1,367 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,367 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 100 | PersonsServedCnt |
| Total Community Benefit Expns | $2,152 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,152 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 2728 | PersonsServedCnt |
| Total Community Benefit Expns | $14,954 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $14,954 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 142 | PersonsServedCnt |
| Total Community Benefit Expns | $4,003 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $4,003 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 3695 | PersonsServedCnt |
| Total Community Benefit Expns | $22,476 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $22,476 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $2,844,076 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $1,137,630 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $7,829,563 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $11,517,090 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$3,687,527 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp
Entity Name EntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 Winona Area Ambulance Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Ambulance services | PrimaryActivitiesTxt |
| Org Profit Or Ownership | 0.50000 | OrgProfitOrOwnershipPct |
| Ofcr Etc Profit Or Ownership | 0.00000 | OfcrEtcProfitOrOwnershipPct |
| Physicians Profit Or Ownership | 0.50000 | PhysiciansProfitOrOwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winona Health Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Avenue | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.winonahealth.org | WebsiteAddressTxt |
| State License | 00701 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | Urgent care & 2 provider based clinics | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winona Health Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 21 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Section C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 21 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V, Section C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V, Section C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V, Section C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V, Section C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicaid Medcr Prvt | Yes (X) | LookBackMedicaidMedcrPrvtInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Winona Health Services | Part V, Section B, Line 5: In conducting the 2022 Winona County CHNA, a systematic process was used to get a comprehensive overview of Winona County residents, examining indicators of population health, identifying critical issues, gathering input from community members, and determining strategic priorities to improve the health of the community. The CHNA process involved collecting population data and community input. Additional indicators of community health status using existing local, state, and national secondary data sources were identified.It was essential that information was gathered about community members whose voices and health statuses may not be represented through local, regional and national secondary data sources, specifically the Hmong, Laotian and Hispanic populations. Project FINE (Focus on Integrating Newcomers through Education) was engaged to translate surveys and administer the CHNA to the immigrant and refugee populations in the community.After reviewing the survey results, a series of seven listening sessions were hosted at a variety of locations in May and June 2022 to gain feedback related to the findings. All Winona County residents were invited to participate in listening sessions which were held in person and virtually. All but three sessions were open to the general public. Population-specific sessions were held at the Winona Community Day Center for those experiencing housing insecurity and later sessions were held in St. Charles and Winona for populations needing translation assistance from Project FINE. A total of 78 people attended listening sessions. In addition to community members, representatives of the following organizations participated in listening sessions:- Engage Winona- Family & Children's Center- Hiawatha Valley Mental Health Center- Live Well Winona- Project FINE- SEMCAC- SEMCIL- Winona Area Public Schools- Winona County Alliance for Substance Abuse Prevention (ASAP)- Winona County Board- Winona County Health & Human Services- Winona Family YMCA- Winona Health- Winona Volunteer Services |
| Winona Health Services | Part V, Section B, Line 6b: The assessment was done collaboratively with Winona Health and Winona County Human Services. |
| Winona Health Services | Part V, Section B, Line 11: The 2019 CHNA process identified the following priorities that were addressed in Winona Health's 2019 Implementation Plan as well as the 2019 Community Health Improvement Plan developed by Winona County. Priority 1: Address and help reverse/prevent the unhealthy behaviors that contribute to obesity/overweight and subsequent chronic disease. Priority 2: Strive for health equity given the current inequitable distribution of social determinants of health. Priority 3: Improve mental health.The following health priorities were determined during the Winona County 2022 Community Health Needs Assessment. Each priority has specific goals and activities identified. The implementation plan is not a stagnant document, but a dynamic resource that adjusts based on feedback and need. As learnings, partnerships, and new ideas emerge, new solutions will be brought forth to impact these areas in collaboration with others in the community.Priority 1: Mental Health and Wellbeing - Support the mental health and wellbeing of Winona County Residents.This includes:- Expanding treatment and service options to individuals with diagnosed mental illness.- Creating awareness of mental health needs and treatment options.- Supporting the overall mental health of all residents resulting in an increased sense of purpose and wellbeing.Priority 2: Health Equity - Strive for equity to foster a healthy and thriving community for all.This includes:- Improving awareness and access to culturally appropriate services and education.- Improving communication between individuals who have different cultural backgrounds and beliefs.- Creating or supporting existing systems that positively impact determinants of health.- Recognizing and systematically measuring disparities in health so they can be eliminated.Priority 3: Healthy Behaviors - Support behaviors that promote health and result in the reduction of chronic disease.This includes:- Increase access to education on health behaviors related to weight management, substance use, and physical activity. Increase the percentage of community members living with a healthy weight.- Decrease incidence of chronic disease via increased physical activity and improved nutritional habits.- Reduce health risks by leveraging affordable strategies that reach all people for self-management of chronic disease.Additional Consideration: Social Connectedness - Encourage social connectedness across the community.Activities Underway in FY 2022:The following strategies and activities were deployed to impact the 2022 and 2019 CHNA priority areas: Gr8 Kids: Live Well Winona, Winona Area Public Schools, and Winona State University collaborated on the GR8 Kids program to increase and promote healthy behaviors in youth. GR8 Kids is an eight-week wellness program for 4th grade students led by Live Well Winona in partnership with Winona State University. Classes promote age-appropriate education in proper nutrition and active living. In the most recent iteration of the program, a sixth step of "kindness" was incorporated to begin impacting mental health (whether depression or anxiety in youth). Each class is 45 minutes and is held in the respective school's gymnasium. Past program data showed increases in exercise by students as well as increases in the number of students that ate the recommended servings of fruits and vegetables each day. Scheduling of GR8 Kids was impacted by the COVID-19 pandemic (albeit the program was reworked into an online offering in the midst of the pandemic) while in-person learning was put on hold. The Winona Community HUB:Winona Community HUB (HUB) connects vulnerable populations with the resources needed to live their best lives. This program addresses the root causes of factors that affect well-being and the role of drivers of health. The HUB impacts drivers of health in Winona County with a comprehensive strategy using the Pathways Community HUB Institute (PCHI) model, data-measuring software, and community connector (CC) positions at care coordination agencies (CCAs) across the community with a goal of changing local policy to reduce barriers to services. To be enrolled in the HUB, participants must be a Winona County resident, and someone in the household has screened positive for food insecurity, or someone in the household has been diagnosed with or has self-reported mental health concerns, or they are experiencing homelessness. The HUB launched in June 2019 and continues to expand into the community. The HUB currently operates in partnership with four CCAs - Winona Health, Hiawatha Valley Mental Health Center, Family & Children's Center, and Winona Volunteer Services that employ a total of five CCs serving HUB participants. Catholic Charities is currently in the process of onboarding as a CCA and plans to hire a CC in the near term. Winona Community HUB became the first certified Pathways Community HUB in the State of Minnesota in September 2022.Collaboration between Winona Health and the Winona Family YMCA: In December of 2020, the Winona Family YMCA opened a new facility on the Winona Health campus, which significantly improved efficiency of operations and expanded the Y's ability to serve a larger percentage of the community. As part of this new building development, Winona Health relocated rehabilitation and sports therapy services to the second floor of the new development. Like many similarly designed partnerships seen nationally, the aligned vision and values allow both agencies to have a greater impact and meet the growing needs of the community. Programming has been developed to support healthy transitions from acute need to a life of well-being. Workplace Well-being: As one of the area's largest employers, Winona Health recognizes that community well-being starts within their walls. Winona Health's HealthyU worksite well-being program was designed to support caregivers on their journey to wellbeing. HealthyU allows caregivers the opportunity to earn points by working on their health and well-being. When enough points are earned, caregivers may receive reduced health insurance premiums or a one-time payroll bonus. Program participation includes, but is not limited to: - Access to a web-based portal and mobile app that provides education, self-elected challenges and supports. - Access to screening services. - Membership subsidies to the Winona Family YMCA. - Resources to support weight management. In addition to group weight management challenges, eligible caregivers with a BMI of 25 or higher are able to participate in Intensive Therapy for Weight Management with Winona Health's registered dietitians. - Rotating group monthly challenges that address a variety of wellness aspects such as healthy food choices, meditation, physical activity, gratitude and social connection.Health Equity and Building Cultural Capacity: Winona Health has developed a clearly defined team responsible for building and implementing the necessary structures to embed Diversity, Equity and Inclusion (DEI) into all practices cross-organizationally. Winona Health partnered with Team Dynamics, a consulting group of organizational culture experts, who assisted with capacity building via training and coaching. A cohort was established that included individuals across the organization at all levels. Members completed the Intercultural Development Inventory (IDI) to assess personal intercultural competence and completed a debrief with a certified IDI administrator. Cohort members attended a series of seven trainings to help develop a shared language related to diversity, equity and inclusion, as well as build self-awareness of one's own identities and patterns within the context of cross-cultural communication. A smaller team of organizational champions, called the IDEA Team (Inclusion, Diversity, Equity and Allyship) was formed to continue to advance the culture and welcoming climate of Winona Health and to make system changes. IDEA Team members continue to receive coaching with Team Dynamics. Additional strategies to address cultural competency within Winona Health included: - Completing a Health Equity Organizational Assessment and developing an organizational workplan to address growth areas. - Team Dynamics provided intensive coaching to the IDEA team through Action Learning Projects related to the revision of key patient and employee facing policies within a lens of diversity, equity and inclusion. Revisions were suggested and submitted for approval. - An IDEA Team page was created on Winona Health's Intranet to serve as a hub of DEI resources. Policies and systems around communication barriers have been evaluated and next steps are proposed. Opportunities for improving care for patients who communicate in other ways besides spoken English were identified, and policy and system changes are underway.(Continued on Page 8) |
| Schedule H, Part V, Line 7 and 10: | https://www.winonahealth.org/publications/community-health-needs-assessment/ |
| Schedule H, Part V, Line 11 continued: | Health Equity and Building Cultural Capacity (continued)- Winona Health caregivers involved in an environmental redesign initiative have collaborated with Team Dynamics coaches to consider how design choices can support an inclusive and equitable care experience. The Winona Health website now offers an accessibility menu, and language translation to maximize access. - The expansion of data collection regarding social needs and stratification of key quality measures by race has informed community collaborative efforts and other health initiatives aimed at eliminating disparity.Mental Health Strategies:Winona Health continued to work on behavioral health integration in primary care. Many organizations imbed primary care and behavioral health services to provide a seamless delivery of care. This model also connects providers and, in many cases, supports overall healthcare cost reduction. Winona Health put a standardized clinical process in place to ensure depression screening and referral resources, in addition to embedding social work resources within primary care. This strategy addressed health equity in addition to mental health.Unaddressed Needs from the FY22 CHNA and Looking Forward:Of the three priority areas identified in the CHNA, progress has been made across all areas to put programs and structures in place to shift towards improvement. Though Winona Health has targeted strategies, other community agencies and partners similarly use the CHNA as a resource for prioritizing community activities.The area of "additional consideration", social connectedness, was acknowledged in the narrative but unaddressed from the FY22 CHNA. No specific tactic was identified for improving social connectedness and those related measures. That being said, social connectedness is inherent in the work done across all priority areas and improvement made in most of these areas means deeper community collaboration and connectedness. It was highlighted in the narrative to bring to emphasize the need to rebuild community and connectedness following the pandemic.Similarly, across all questions in the survey, other opportunities and needs emerged but were not prioritized in the top three. Recognizing resource and capacity limitations, it was necessary to narrow strategies to ensure success and sustainability of those areas that showed the highest priority. However, even with areas that were not prioritized explicitly, there is overlap. For example, though the need of transportation to access medical appointments was not specifically articulated as a priority area, it is connected the focus area of health equity and would be addressed via those strategies. Social connectedness is an underlying tenet to any activity in this plan and in the future. With all areas, "mental health and wellbeing", "health equity and "healthy behaviors", these are large and expansive topics that will need a breadth of strategies to make improvement. Programming will continue on the above identified areas and will be updated in partnership with our community to best collectively design ways to impact those greatest areas of need. |
| Schedule H, Part V, Line 16a-c: | https://www.winonahealth.org/wp-content/uploads/2021/02/WH-28-Financial-Assistance-and-Payment-Policy-Feb2021-signed.pdfhttps://www.winonahealth.org/wp-content/uploads/2018/10/2990a_financial_assistance_application__september_2018.pdfhttps://www.winonahealth.org/patient-information/billing/financial-assistance-care-program/https://www.winonahealth.org/wp-content/uploads/2018/10/2991a_winona_health_fap_brochure__september_2018.pdf |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 3 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - Rushford Clinic | ||||
| 109 W Jessie St | Rushford | MN | 55971 | Primary Care Clinic |
| 2 - Main Street Clinic | ||||
| 107 W 4th Street | Winona | MN | 55987 | Quick Care Clinic |
| 3 - Winona Home Medical | ||||
| 930 Parks Avenue | Winona | MN | 55987 | DME |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 6a: | The community benefit report is included in the annual report and community benefit information is listed in quarterly newsletters, both of which are posted on the Winona Health website: https://www.winonahealth.org/. Information is also included in the patient waiting rooms. |
| Part I, Line 7: | Charity care expense was converted to cost on line 7a based on an overall cost-to-charge ratio addressing all patient segments. Unreimbursed Medicaid on line 7b and subsidized health services line 7g was calculated using the costing methods to prepare the cost reports. Line 7e Community health improvement services, line 7f health professions education, and line 7i cash and in-kind donations were actual expenses compiled using the CBISA software. |
| Part II, Community Building Activities: | Winona Health supports community building activities in a variety of ways. Whether via community boards, mental health coalitions, community support activities, or wellbeing collaboratives, Winona Health operates as a cornerstone of the community. Winona Health is one of the largest employers in the area, and operates as a trusted resource in the community. As a result, leadership and caregivers are often tapped to lead and participate in activities that advance the health of our community and create a place where all people can thrive. Winona Health supports and encourages these activities, and provides resources as able. This all aligns with Winona Health's mission of "inspiring, recognizing, and empowering the caregiver in all of us." |
| Part III, Line 2: | The corporation determines its estimate of implicit price concessions based on its historical collection experience with each class of patients and residents. |
| Part III, Line 3: | WHS estimates that 40% of implicit price concession accounts would likely qualify for the Organization's charity care guidelines if the patient would have been identified and followed through on the application process. This percentage is based on historical knowledge of those who were provided applications and those who completed and submitted application to qualify. |
| Part III, Line 4: | The footnote to the organization's financial statements that describes implicit price concessions is located on page 12-14 of the attached financial statements. |
| Part III, Line 8: | WHS provides services to patients under the Medicare program knowing they will not recover all the costs associated with providing these services. Providing these services is essential to these patients and the community and increases their access to healthcare services. Therefore, the entire Medicare shortfall is considered a community benefit. The Organization reported only those allowable costs and Medicare reimbursements reported in the Medicare cost report for the year.Total revenue received from Medicare is the gross reimbursement plus settlement. Both total revenue received from Medicare and the Medicare allowable costs are reported from the Medicare Cost Report. The Medicare Cost Report is completed based on the rules and regulations set forth by Centers for Medicare and Medicaid Services. |
| Part III, Line 9b: | In keeping with the mission, vision and values of Winona Health Services, our Organization is committed to giving a patient every opportunity to pay their medical debt in full or to make arrangements based on organizational policy. When a patient is in the process of applying for financial assistance, whether charity care or an interest free payment plan, there will be no collection efforts. Collection efforts include phone contacts, letters, patient interviews and filing a judgement against the patient and potential garnishment of wages. After a determination of financial assistance, any personal portion due follows the same collection procedures as other accounts. Accounts will be recalled from collection if an application is completed within 240 days of the date of the first invoice. |
| Part VI, Line 2: | Winona Health Services (WHS) uses a variety of methods to listen to its customers, and the methodologies vary by customer groups. The development of most major services includes the meeting of a community advisory group to assess operations and plans and provide recommendations to the leadership team. WHS also uses point of care feedback comment cards, focus groups, advisory committees comprised of community individuals, and web and consumer newsletter surveys to capture feedback from patients/residents and community. Immediate feedback is obtained from patients/residents and community through pre- and post-service calls, rounding, and informal surveys. WHS also works with local non-profit organizations gathering feedback from local agencies and their boards to ensure community needs are being met. The entire report is available on the Winona Health website. |
| Part VI, Line 3: | WHS places pamphlets that contain information about our charity care programs and policies throughout the Organization, including all patient access areas. In addition, information can be found on our statement, website or by calling the WHS business office either locally or toll-free. WHS also has a plain language brochure which explains options for financial assistance, charity care, government program assistance, and our uninsured discount program. In addition, the WHS social services department and/or a contracted patient advocate may meet with in-house or recently discharged patients to go over all the payment options which include charity care, governmental programs, or other alternative payment options. WHS works with the county to help initiate a screening process for applying for governmental programs by offering the patients an opportunity to lock in an effective date for those programs if subsequently found eligible. WHS also is contracted with MNSure and has Certified Application Counselors onsite to assist patients in applying for insurance coverage through the State run exchange. |
| Part VI, Line 4: | WHS defines its primary service area as the zip code of Winona and the immediate surrounding area with a population base of approximately 35,000 residents. Its secondary service area encompasses a 20-mile radius from Winona representing another 12,000 residents. WHS is located between two large, well-known tertiary health care centers, Mayo and Gundersen Lutheran. WHS has focused on fulfilling its community need: a full primary care facility. WHS defines itself as a primary care health system and provides its patients and residents connections to tertiary level services to meet their needs regionally or nationally, as the patient chooses. In 2020, Winona had a median household income of $60,020 and 11% of persons were below the poverty level. The majority of our patients live in Winona which has a population of over 26,772 people. Approximately 18.1% of our patients are uninsured and/or Medicaid recipients. |
| Part VI, Line 5: | As a sole community provider, WHS offers emergency and urgent care, primary care for all ages, surgical and specialty care, inpatient care, and senior services. Our Board is comprised of physicians and primarily community members. The Board and medical staff are involved in our strategic planning which focuses on the health of our community members. To meet the needs of our community, the Hospital extends privileges to medical staff that are qualified through licensure in the state of Minnesota. In a normal year, staff actively participate in several on-site and off-site health fairs offering free blood pressure checks, glucose screenings and expertise on health questions, as well as offering free community health talks for community members on certain health topics. Due to the COVID pandemic during 2020-2022, much of this activity was curtailed or transitioned to virtual delivery. Winona Health actively participated with other community resources to develop and carry out plans in response to the pandemic, including establishing a separate COVID testing and vaccination site on our campus, and working with area long-term care and congregate care communities to test residents and provide guidance on infection control practices. Excess funds are reinvested and used for patient care and facility upgrades.Additional programs that benefit the community include:Health Professional Training: Winona Health Services works closely with nurse and health professional education programs at Winona State University, St. Mary's University, Viterbo College, and Minnesota State College Southeast. Along with training LPNs and RNs on site, other students going into fields of athletic training, social work, nutrition, lab, radiology, physical therapy, respiratory therapy and health administration are also educated and mentored on site. Students work with staff in the following departments: medical/surgical/pediatric unit, family birth center, intensive care unit, emergency department, lab, radiology, social workers, cardiac rehab, physical and occupational therapy. Preventive Care: WHS encourages preventive care through a number of resources. An online patient portal, MyWinona Health, is a free web-tool that allows patients to have access to their Winona Health Services records anytime, anywhere with an internet connection. Patients can document their health history, access diabetes and asthma management programs, schedule appointments, receive lab test results, and track wellness activities. Winona Health Services offers a number of educational opportunities for the community, from CPR classes to free or low-cost screenings including prostate cancer, cholesterol, depression, skin cancer and mammograms. Community Health Talks provide individuals with educational information on a variety of health topics and are free throughout the year. The Winona Health Services Occupational Health department presents various preventive programs geared toward business leaders and HR professionals. The staff also participates in many community collaborative healthcare events.Employee Health: The Healthy U Program is a health management incentive initiative designed to support and encourage healthy activities for our employees and families. The program reinforces the emphasis on prevention, aiming to improve their health and well-being. Emergency Care: WHS provides 24-hour-a-day, 365-days-per-year emergency care to the community. It employs six full-time physicians and several mid-level providers as the service continues to grow. Winona Health Services has excellent relations with neighboring tertiary facilities and transports patients as needed to La Crosse and Rochester.Community Relations: WHS works with area nonprofit organizations to support health and youth-related activities. Presentations included topics such as stress management, career planning, men and women's health issues, joint pain and surgery, gastroesophageal reflux disease, nutrition, and weight management. Staff members are also involved in several non-profit committees, donating their time to support our community. Community Education: WHS's community education programming includes free or reduced-fee classes on childbirth and parenting, support groups for breastfeeding, cardio-pulmonary resuscitation, diabetes prevention, first aid, and smoking cessation. Staff conduct health screenings at free screenings events at Winona Health and other community health fairs. Winona Health Volunteers offer free healthcare directives educational sessions throughout the year.The Winona Health Community Care Network is a service available to community members who would like help with managing a chronic health condition. Its goal is to support and improve the overall health of individuals who are at high risk for frequent emergency department visits and hospital admissions. |
| Part VI, Line 7, Reports Filed With States | MN |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winona Health Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Avenue | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 411879744 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | Retirement Recognition | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Winona Health Services will review solicitations from other legally recognized, tax-exempt nonprofit organizations whose work benefits the community based on the following: A. The request addresses a community health or wellness issue. B. The request benefits area youth in the areas of health and wellness. C. The request supports a project directly benefiting the community and aligned with Winona Health Services' Missions/Vision/Values. D. The request supports key Winona Health Services business and marketing strategies. E. Priority will be given to local nonprofit organizations. F. Typically, only one request will be awarded to a nonprofit in a given year. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Andrew Millis MD | ||||||||||||||
| Orthopedic Physician | $642,046 | $0 | $455,869 | $0 | $19,881 | $0 | $57,224 | $0 | $26,424 | $0 | $1,201,444 | $0 | $0 | $0 |
| Matthew Broghammer MD | ||||||||||||||
| Director | $430,558 | $0 | $230,866 | $0 | $25,018 | $0 | $40,197 | $0 | $36,887 | $0 | $763,526 | $0 | $0 | $0 |
| George Ripeckyj MD | ||||||||||||||
| Radiologist | $442,125 | $0 | $235,728 | $0 | $0 | $0 | $37,007 | $0 | $5,747 | $0 | $720,607 | $0 | $0 | $0 |
| Rachelle Heising-Schultz | ||||||||||||||
| President/CEO/Director | $446,142 | $0 | $115,000 | $0 | $22,798 | $0 | $38,352 | $0 | $57,575 | $0 | $679,867 | $0 | $0 | $0 |
| Kevin Christiansen MD | ||||||||||||||
| Dermatologist | $517,538 | $0 | $79,816 | $0 | $14,634 | $0 | $47,103 | $0 | $2,182 | $0 | $661,273 | $0 | $0 | $0 |
| Hans Serleth MD | ||||||||||||||
| Surgeon | $457,043 | $0 | $500 | $0 | $24,642 | $0 | $43,142 | $0 | $34,642 | $0 | $559,969 | $0 | $0 | $0 |
| Wayne Kelly MD | ||||||||||||||
| Emergency Medicine Physician | $486,745 | $0 | $500 | $0 | $106 | $0 | $44,559 | $0 | $24,598 | $0 | $556,508 | $0 | $0 | $0 |
| Christopher Watras DO | ||||||||||||||
| ER Physican/Former Key Employee | $386,307 | $0 | $500 | $0 | $6,679 | $0 | $40,167 | $0 | $37,249 | $0 | $470,902 | $0 | $0 | $0 |
| Katrina Hammel MD | ||||||||||||||
| Director | $346,860 | $0 | $1,105 | $0 | $0 | $0 | $34,207 | $0 | $37,504 | $0 | $419,676 | $0 | $0 | $0 |
| Michael Donnenwerth | ||||||||||||||
| Chief Medical Officer | $248,166 | $0 | $43,313 | $0 | $0 | $0 | $22,950 | $0 | $31,753 | $0 | $346,182 | $0 | $0 | $0 |
| Jan Brosnahan | ||||||||||||||
| CFO/Treasurer | $267,628 | $0 | $5,000 | $0 | $10,283 | $0 | $25,080 | $0 | $38,177 | $0 | $346,168 | $0 | $0 | $0 |
| Sarah Lallaman DO | ||||||||||||||
| Pediatrician | $257,377 | $0 | $1,356 | $0 | $2,231 | $0 | $24,191 | $0 | $36,210 | $0 | $321,365 | $0 | $0 | $0 |
| Nicholas Modjeski MD | ||||||||||||||
| Director | $242,786 | $0 | $2,848 | $0 | $1,892 | $0 | $22,331 | $0 | $29,362 | $0 | $299,219 | $0 | $0 | $0 |
| E Allen Beguin MD | ||||||||||||||
| Director | $227,571 | $0 | $2,848 | $0 | $0 | $0 | $21,227 | $0 | $34,845 | $0 | $286,491 | $0 | $0 | $0 |
| Robin Hoeg | ||||||||||||||
| VP Inpatient Services | $200,326 | $0 | $5,000 | $0 | $7,775 | $0 | $18,587 | $0 | $25,212 | $0 | $256,900 | $0 | $0 | $0 |
| Sara Gabrick | ||||||||||||||
| VP Surgical/Specialty Care | $198,474 | $0 | $5,000 | $0 | $7,640 | $0 | $18,622 | $0 | $25,033 | $0 | $254,769 | $0 | $0 | $0 |
| Rebecca Lamberty | ||||||||||||||
| Chief Administrative Officer | $165,879 | $0 | $5,000 | $0 | $17,748 | $0 | $27,534 | $0 | $3,252 | $0 | $219,413 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | The following individuals received employer contriutions to a supplemental non-qualified retirement plan, which is available to executive, physicians, and mid-level providers as determined by the Board of Directors. It is funded by employer contributions, and employees are vested within five years. An alternative plan is available which is funded by employee contributions and not subject to forfeiture. CY2021 Andrew Millis, MD 31,124 Matthew Broghammer, MD 14,097 George Ripeckyj, MD 10,907 Wayne Kelly, MD 18,459 Hans Serleth, MD 17,042 Christopher Watras, DO 14,067 Katrina Hammel, MD 8,107 Kevin Christensen, MD 21,003 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Rushford Minnesota | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 416005505 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2021-10-28 | BondIssuedDt |
| Issue Price | $18,964,000 | IssuePriceAmt |
| Purpose | Refund 2012 Series Bond & 2017 Notes | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,124,000 | RetiredAmt |
| Total Proceeds | $18,964,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $379,280 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $18,584,720 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Marie Olsen Wagner | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Spouse of Board Member Mark Wagner | RelationshipDescriptionTxt |
| Transaction | $109,497 | TransactionAmt |
| Transaction | Employee compensation & benefits | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The Executive Committee has the authority to act on behalf of the governing board in between board meetings. The Executive Committee consists of the Board Chair, the chair of each Standing Committee, the President/CEO of the organization. |
| Form 990, Part VI, Section A, line 2 | The following individuals have business relationships: Hugh Miller and Todd Paulson Matt Broghammer, Nicholas Modjeski and E. Allen Beguin Steve Blue and David Vaselaar Fatima Said and David Vaselaar |
| Form 990, Part VI, Section B, line 11b | The return is reviewed initially by the CFO and CEO. It is then reviewed by the Executive Committee before it is filed. In addition, the Form 990 is available to the full governing board prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy covers Senior Leaders, Directors, Officers and Board Committee Members. The policy is signed annually and reviewed by the CEO for conflicts. Any conflicts are brought to the Board for discussion. If a Board Member has a potential conflict, they must abstain from voting. |
| Form 990, Part VI, Section B, line 15 | The Executive Committee has a process in place for determining annual compensation for the CEO based on results of a compensation study, which is completed by an independent consultant every 3 years. An annual review is conducted and documented, with final decisions made by the full board. The same consultant provides market reviews and recommendations for the senior leadership team. This is reviewed by the executive compensation committee; however, the CEO is responsible for adjustments made for this team. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy and financial statements available upon request. The financial statements are also attached to the Form 990. |
| Form 990, Part IX, line 11g | Collection Agency Fees: Program service expenses 408,388. Management and general expenses 0. Fundraising expenses 0. Total expenses 408,388. Consulting Fees: Program service expenses 78,523. Management and general expenses 418,959. Fundraising expenses 0. Total expenses 497,482. Contracted Physician Fees: Program service expenses 2,475,029. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,475,029. Contracted Services: Program service expenses 5,425,965. Management and general expenses 2,575,089. Fundraising expenses 0. Total expenses 8,001,054. Provider Recruiting: Program service expenses 108,667. Management and general expenses 0. Fundraising expenses 0. Total expenses 108,667. Repair and Maintenance: Program service expenses 1,059,640. Management and general expenses 1,140. Fundraising expenses 0. Total expenses 1,060,780. Purchased Services: Program service expenses 724,740. Management and general expenses 0. Fundraising expenses 0. Total expenses 724,740. |
| Form 990, Part XI, line 9: | Rounding 15. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Main Street Clinic LLC (dissolved during FY22) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 Mankato Ave | AddressLine1Txt |
| City | Winona | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 834680257 | EIN |
| Primary Activities | Clinic Services | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Total Income | $34,964 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winona Health Services Inc | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Winona Senior Services Inc | ||||||||||
| 855 Mankato Avenue | Winona | MN | 55987 | 411936536 | Long-term care | MN | 501(c)(3) | Line 3 | Winona Health Services | Yes (1) |
| Winona Health Foundation | ||||||||||
| 855 Mankato Avenue | Winona | MN | 55987 | 411879744 | Fundraising | MN | 501(c)(3) | Line 7 | Winona Health Services | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Winona Senior Services Inc | ||
| O | $188,876 | Due to/from net change in balance |
| Winona Senior Services Inc | ||
| S | $16,102,418 | Due to/from net change in balance |
| Winona Senior Services Inc | ||
| R | $14,918,216 | Due to/from net change in balance |
| Winona Health Foundation | ||
| O | $168,467 | Due to/from net change in balance |
| Winona Health Foundation | ||
| C | $1,067,069 | Due to/from net change in balance |
| Winona Health Foundation | ||
| R | $117,360 | Due to/from net change in balance |