HEALTHEAST MEDICAL RESEARCH INSTITUTE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHEAST MEDICAL RESEARCH INSTITUTE (EIN 41-1765832)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-06-01
- IRS object ID
- 201701529349300430
- Schema version
- 2015v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-01T12:54:31-05:00 | ReturnTs |
| Tax Period End | 2016-08-31 | 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 | 2015-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411765832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HealthEast Medical Research Institute | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 6512321000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NW 8949 PO Box 1450 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554858949 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Doug Davenport | PersonNm |
| Person Title | SVP/CFO | PersonTitleTxt |
| Phone | 6512322300 | PhoneNum |
| Signature | 2017-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2017-05-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kathryn Correia | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 Capitol Blvd | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $189,793,167 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.healtheast.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | We are called to improve the health of our neighbors. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 1417 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $1,074,511 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$339,676 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $157,106 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,145,865 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $176,641,620 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $188,631,563 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,525 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,139 | CYInvestmentIncomeAmt |
| PY Other Revenue | $32,980 | PYOtherRevenueAmt |
| CY Other Revenue | $2,600 | CYOtherRevenueAmt |
| PY Total Revenue | $176,834,231 | PYTotalRevenueAmt |
| CY Total Revenue | $189,793,167 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $147,478,925 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $162,783,298 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $70,626,565 | PYOtherExpensesAmt |
| CY Other Expenses | $73,173,051 | CYOtherExpensesAmt |
| PY Total Expenses | $218,105,490 | PYTotalExpensesAmt |
| CY Total Expenses | $235,956,349 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$41,271,259 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$46,163,182 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,831,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,128,022 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,721,922 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,813,756 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,109,266 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,314,266 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | We are called to improve the health of our neighbors. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $203,810,824 | ExpenseAmt |
| Revenue | $187,557,052 | RevenueAmt |
| Desc | HealthEast Medical Research Institute operates medical clinics for the treatment of the sick and infirmed to enhance the accessibility, quality and cost efficiency of medical and health care services rendered to the community while also conducting medical research. The outpatient revenue of the medical clinics includes payments from the Medicare and Medicaid programs. The institute uses medical information collected from the treatment of patients to establish and expand a database to conduct various medical research activities relating to health care in conjunction with related hospitals for the benefit of the general public. Accordingly, the treatment of patients is an essential and integral part of the research activity of the institute. HealthEast Medical Research Institute includes HealthEast Clinics' staff members that are dedicated to providing high-quality, compassionate health care. Our clinic locations are in neighborhoods throughout the Twin Cities East Metro area.Our providers include board-certified doctors, certified nurse midwives and nurse practitioners. HealthEast Clinics offer a full range of services for patients of all ages including:Primary Care: *Family Medicine *Internal Medicine *PediatricSpecialty Care: *Allergy *Audiology *Diabetes education *Ear, nose and throat *Endocrinology *Midwifery (certified nurse-midwives) *Mental Health *Osteoporosis *Podiatry *Rheumatology *Sports medicineHealthEast Medical Research Institute is committed to the communities it serves and demonstrates the committment by serving as a charitable health resource. In support of its mission of community service, HealthEast Medical Research Institute provides emergency and medically necessary non-emergency services to the community regardless of ability to pay. Charity care represents the clinical services provided to the poor for which the clinic did not receive full or partial payment because the patients did not have the ability to pay.HealthEast Medical Research Institute is a not-for-profit organization contributing time and resources to serve the community's health care needs. The organization provides the following charity care & community benefits to the communities it serves.Charity Care and Means-Tested Government Programs: Charity Care at Cost $767,220 Unreimbursed Medicaid Costs $20,824,027 Unreimbursed Minnesota Care Costs $2,354,731 Total Charity Care and Means-Tested Government Programs $23,945,978Other Benefits to the Community: Community Health Improvement Services $117,664 Health Education for Medical Professionals $52,157 Cash and In-Kind Donations $3,869 Coalition Building $39,440 Unreimbursed Medicare Costs $28,963,645 Total Other Benefits to the Community $29,176,775Total Charity Care and Community Benefits $53,122,753 In addition to the charity care and community benefits listed above, HealthEast Medical Research Institute wrote-off other medical services to bad debt in the amount of $3,428,780. HealthEast Medical Research Institute fiscal year 2016 statistics: *Primary and Specialty Care Professional Visits: 1,271,643 *Primary and Specialty Care Ancillary Services: 1,070,810 *Total Clinic Patients: Over 154,000HealthEast Medical Research Institute is part of the HealthEast Care System. HealthEast Care System is a community-focused, non-profit health care system that provides innovative technology, compassionate care and a full spectrum of family health services. In 1986, the leaders of seven hospitals in St. Paul, Minnesota blended their Baptist, Roman Catholic and Lutheran cultures to become HealthEast Care System, united in pursuit of a common mission built on Judeo-Christian values. Today, HealthEast Care System includes three short-term acute hospitals and one long-term acute care hospital, as well as 14 clinics, outpatient services, home care, hospice, medical transportation and community outreach programs. Practicing financial responsibility, HealthEast Care System is one of the largest, locally-owned health care organizations in the East Metro area of St. Paul. *Mission: We are called upon to improve the health of our neighbors. *Values: Create a "customer first" experience. Act with courage. Nurture trust and confidence. Find joy in what we do. *Vision: Optimal health and well-being for our patients, our communities and ourselves. *Spiritual Philosophy: By sustaining HealthEast's Christian heritage and identity, we provide compassionate service that respects the dignity of each person and welcomes all faith traditions, cultures and communities. HealthEast Care System fiscal year 2016 statistics: *Total Hospital Inpatient Admissions: 31,194 *Total Outpatient Visits: 214,299 *Total Emergency Department Visits: 91,297 *Lab tests: over 2.7 Million *Home Care Patients Served: 8,679 *Home Care Patient Visits: 79,886 *Health Alert Subscribers: almost 2,900 *Primary and Specialty Care Professional Visits: 1,271,643 *Primary and Specialty Care Ancillary Services: 1,070,810 *Total Clinic Patients: over 154,000 *Patient Transports: 41,104 *Employees: almost 7,000 *Volunteers: 960 | Desc |
| Total Program Service Expenses | $203,810,824 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1417 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | Yes (1) | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| 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 | Doug Davenport | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512322300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 Capitol Boulevard | AddressLine1Txt |
| City | St Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Kathryn G Correia | ||||||||||
| President/CEO | 0.00 | 40.00 | Yes (X) | Yes (X) | $0 | $900,601 | $186,376 | |||
| Roland L Hayes | ||||||||||
| Chair | 0.00 | 4.00 | Yes (X) | Yes (X) | $0 | $65,000 | $0 | |||
| Fred Harris Jr | ||||||||||
| Immediate Past Chair | 0.00 | 4.00 | Yes (X) | Yes (X) | $0 | $31,000 | $0 | |||
| William Brombach MD | ||||||||||
| Director | 40.00 | 2.00 | Yes (X) | $431,647 | $0 | $54,747 | ||||
| Julie S Causey | ||||||||||
| Director | 0.00 | 2.00 | Yes (X) | $0 | $34,200 | $0 | ||||
| Michael R Connly | ||||||||||
| Director | 0.00 | 2.00 | Yes (X) | $0 | $27,000 | $0 | ||||
| John R Finnegan Jr PhD | ||||||||||
| Director | 0.00 | 2.00 | Yes (X) | $0 | $29,000 | $0 | ||||
| Louis C Henry Jr | ||||||||||
| Director | 0.00 | 2.00 | Yes (X) | $0 | $27,000 | $0 | ||||
| Howard P Kern | ||||||||||
| Director | 0.00 | 2.00 | Yes (X) | $0 | $27,000 | $0 | ||||
| Tim Marx | ||||||||||
| Director | 0.00 | 2.00 | Yes (X) | $0 | $27,833 | $0 | ||||
| Anne M Pearson MD | ||||||||||
| Director | 40.00 | 2.00 | Yes (X) | $352,710 | $28,000 | $46,445 | ||||
| Leonard M Randolph Jr MD | ||||||||||
| Director | 0.00 | 2.00 | Yes (X) | $0 | $28,000 | $0 | ||||
| Wayne A Sensor | ||||||||||
| Director | 0.00 | 2.00 | Yes (X) | $0 | $27,833 | $0 | ||||
| Jone M Tiffany | ||||||||||
| Director | 0.00 | 2.00 | Yes (X) | $0 | $37,000 | $0 | ||||
| Heidi Wilson | ||||||||||
| Director, began 1-2016 | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| James W Wiltz | ||||||||||
| Director | 0.00 | 2.00 | Yes (X) | $0 | $31,000 | $0 | ||||
| Douglas Davenport | ||||||||||
| SVP/Chief Financial Officer | 0.00 | 40.00 | Yes (X) | $0 | $543,411 | $103,559 | ||||
| Catherine J Barr | ||||||||||
| SVP/COO | 0.00 | 40.00 | Yes (X) | $0 | $449,558 | $78,834 | ||||
| Scott L North | ||||||||||
| SVP/Acute Care ended 11-2015 | 40.00 | 0.00 | $578,285 | $0 | $147,524 | Yes (X) | ||||
| Stephen J Kolar MD | ||||||||||
| SVP CMO | 0.00 | 40.00 | $0 | $275,088 | $64,491 | Yes (X) | ||||
| Joanne M Sunquist | ||||||||||
| SVP/CIO | 0.00 | 40.00 | $0 | $376,206 | $87,306 | Yes (X) | ||||
| Dawn Kessler | ||||||||||
| SVP/Chief HR Officer/Org Excel | 0.00 | 40.00 | $0 | $391,672 | $65,985 | Yes (X) | ||||
| Paul Torgerson | ||||||||||
| SVP/CAO/Gen Counsel | 0.00 | 40.00 | $0 | $539,612 | $121,515 | Yes (X) | ||||
| Eric Nelson | ||||||||||
| VP Ops Amb/Med Svcs | 40.00 | 0.00 | $214,237 | $0 | $44,910 | Yes (X) | ||||
| Kevin Garrett MD | ||||||||||
| SVP/Chief Medical Officer | 40.00 | 0.00 | $411,702 | $0 | $97,936 | Yes (X) | ||||
| Rochus V Voeller MD | ||||||||||
| Physician | 40.00 | 0.00 | $1,176,902 | $0 | $26,244 | Yes (X) | ||||
| Margaret A Wallenfriedman MD | ||||||||||
| Physician | 40.00 | 0.00 | $1,058,409 | $0 | $39,909 | Yes (X) | ||||
| Puneet Cheema MD | ||||||||||
| Physician | 40.00 | 0.00 | $1,047,749 | $0 | $58,552 | Yes (X) | ||||
| Peter H Kelly MD | ||||||||||
| Physician | 40.00 | 0.00 | $892,503 | $0 | $60,297 | Yes (X) | ||||
| Andrew Portis MD | ||||||||||
| Physician | 40.00 | 0.00 | $883,761 | $0 | $66,582 | Yes (X) | ||||
| Brian Patty MD | ||||||||||
| Former Officer | 0.00 | 40.00 | $0 | $165,343 | $52,604 | Yes (X) | ||||
| Mary F Pynn | ||||||||||
| Former Officer | 0.00 | 40.00 | $0 | $340,435 | $60,614 | Yes (X) | ||||
| Thomas A Schmitt | ||||||||||
| Former Key Employee | 40.00 | 0.00 | $560,682 | $0 | $17,087 | Yes (X) | ||||
| Julie A Schmidt | ||||||||||
| Former Key Employee | 0.00 | 40.00 | $0 | $190,449 | $105,298 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,608,587 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,592,241 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,586,815 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 352 | 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 |
|---|---|---|---|---|---|
| St Paul Infection Disease Associates | |||||
| 1959 Sloan Place Suite 200 | St Paul | MN | 55117 | Medical Services | $1,271,782 |
| Aerotek Professional Services | |||||
| 3689 Collection Center Drive | Chicago | IL | 60693 | Staffing Services | $1,075,971 |
| ENT Specialty Care | |||||
| 2211 Park Avenue | Minneapolis | MN | 55404 | Medical Services | $1,039,603 |
| Weatherby Locums Inc | |||||
| PO Box 972633 | Dallas | TX | 753972633 | Staffing Services | $801,355 |
| Comprehensive Healthcare Staffing | |||||
| PO Box 972651 | Dallas | TX | 753972651 | Staffing Services | $690,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,145,865 | AllOtherContributionsAmt |
| Noncash Contributions | $9,436 | NoncashContributionsAmt |
| Total Contributions | $1,145,865 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Patient Revenue | 621111 | $186,410,217 | $186,410,217 | |
| Research Revenue | 900099 | $1,069,356 | $1,069,356 | |
| Meaningful Use Revenue | 900099 | $565,187 | $565,187 | |
| Medical Director Revenue | 621111 | $335,104 | $335,104 | |
| Patient Education/Seminar Revenue | 611710 | $163,337 | $163,337 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,362 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,207 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,155 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $188,631,563 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,139 | TotalRevenueColumnAmt |
| Exclusion | $11,139 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,600 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,600 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,600 | TotalRevenueColumnAmt |
| Exclusion | $2,600 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,000 | TotalRevenueColumnAmt |
| Exclusion | $2,000 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $189,793,167 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $187,557,052 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,074,511 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,739 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,589,999 | TotalAmt |
| Management And General | $1,589,999 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,849 | TotalAmt |
| Program Services | $419,849 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,795,238 | TotalAmt |
| Program Services | $129,117,259 | ProgramServicesAmt |
| Management And General | $2,677,979 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,641,689 | TotalAmt |
| Program Services | $4,547,373 | ProgramServicesAmt |
| Management And General | $94,316 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,801,934 | TotalAmt |
| Program Services | $17,440,212 | ProgramServicesAmt |
| Management And General | $361,722 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,534,589 | TotalAmt |
| Program Services | $6,401,811 | ProgramServicesAmt |
| Management And General | $132,778 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,030 | TotalAmt |
| Management And General | $9,030 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,141,031 | TotalAmt |
| Program Services | $14,103,077 | ProgramServicesAmt |
| Management And General | $2,037,954 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,511 | TotalAmt |
| Program Services | $66,899 | ProgramServicesAmt |
| Management And General | $24,612 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,114,833 | TotalAmt |
| Program Services | $2,028,270 | ProgramServicesAmt |
| Management And General | $86,563 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,292 | TotalAmt |
| Program Services | $6,292 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,745,974 | TotalAmt |
| Program Services | $9,448,902 | ProgramServicesAmt |
| Management And General | $297,072 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,417 | TotalAmt |
| Program Services | $860,522 | ProgramServicesAmt |
| Management And General | $42,895 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,485 | TotalAmt |
| Program Services | $53,440 | ProgramServicesAmt |
| Management And General | $89,045 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,631,890 | TotalAmt |
| Program Services | $1,620,272 | ProgramServicesAmt |
| Management And General | $11,618 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,544 | TotalAmt |
| Program Services | $11,408 | ProgramServicesAmt |
| Management And General | $614,136 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| HealthEast Mgmt Fee | $23,834,117 | $23,834,117 | |
| Medical Supplies | $11,533,429 | $11,533,429 | |
| Bad Debt Expense | $3,428,780 | $3,428,780 | |
| Minnesota Care Tax | $2,354,731 | $2,354,731 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,987 | TotalAmt |
| Program Services | $368,298 | ProgramServicesAmt |
| Management And General | $241,689 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,956,349 | TotalAmt |
| Program Services | $203,810,824 | ProgramServicesAmt |
| Management And General | $32,145,525 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,808 | BOYAmt |
| EOY | $3,923 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,356 | BOYAmt |
| EOY | $27,788 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,765,314 | BOYAmt |
| EOY | $19,731,309 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,243,013 | BOYAmt |
| EOY | $1,368,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,322,098 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,514,363 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,284,037 | BOYAmt |
| EOY | $8,807,735 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,053,576 | BOYAmt |
| EOY | $1,189,233 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,460,084 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,831,188 | BOYAmt |
| EOY | $31,128,022 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,337,740 | BOYAmt |
| EOY | $15,443,456 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,182 | BOYAmt |
| EOY | $370,300 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,721,922 | BOYAmt |
| EOY | $15,813,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,109,266 | BOYAmt |
| EOY | $15,314,266 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,109,266 | BOYAmt |
| EOY | $15,314,266 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,831,188 | BOYAmt |
| EOY | $31,128,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$46,163,182 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $44,368,182 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp (4 entries)
| CityCityNm | State AbbreviationStateAbbreviationCd |
|---|---|
| HealthEast Bethesda Hospital | |
| St Paul | MN |
| HealthEast St John's Hospital | |
| Maplewood | MN |
| HealthEast St Joseph's Hospital | |
| St Paul | MN |
| HealthEast Woodwinds Hospital | |
| Woodbury | MN |
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
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $505,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $349,890 | DepreciationAmt |
| Book Value | $155,890 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,181,861 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,854,858 | DepreciationAmt |
| Book Value | $6,327,003 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,473,532 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,309,615 | DepreciationAmt |
| Book Value | $2,163,917 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $160,925 | OtherCostOrOtherBasisAmt |
| Book Value | $160,925 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,807,735 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Physician Disability Liability | $324,882 |
| Third Party Settlements | $45,418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $370,300 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | HealthEast has not identified any significant liability for uncertain tax positions, and accordingly, no such liability is recorded for the years ended August 31, 2016 or 2015. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kathryn G Correia | ||||||||||||||
| President/CEO | $0 | $892,714 | $0 | $0 | $0 | $7,887 | $0 | $152,178 | $0 | $34,198 | $0 | $1,086,977 | $0 | $0 |
| William Brombach MD | ||||||||||||||
| Director | $409,527 | $0 | $6,500 | $0 | $15,620 | $0 | $24,744 | $0 | $30,003 | $0 | $486,394 | $0 | $13,298 | $0 |
| Anne M Pearson MD | ||||||||||||||
| Director | $319,022 | $28,000 | $20,000 | $0 | $13,688 | $0 | $23,052 | $0 | $23,393 | $0 | $399,155 | $28,000 | $9,390 | $0 |
| Douglas Davenport | ||||||||||||||
| SVP/Chief Financial Officer | $0 | $485,949 | $0 | $50,000 | $0 | $7,462 | $0 | $81,502 | $0 | $22,057 | $0 | $646,970 | $0 | $0 |
| Catherine J Barr | ||||||||||||||
| SVP/COO | $0 | $396,379 | $0 | $0 | $0 | $53,179 | $0 | $55,720 | $0 | $23,114 | $0 | $528,392 | $0 | $42,653 |
| Scott L North | ||||||||||||||
| SVP/Acute Care ended 11-2015 | $389,089 | $0 | $0 | $0 | $189,196 | $0 | $115,288 | $0 | $32,236 | $0 | $725,809 | $0 | $53,784 | $0 |
| Stephen J Kolar MD | ||||||||||||||
| SVP CMO | $0 | $250,423 | $0 | $0 | $0 | $24,665 | $0 | $47,852 | $0 | $16,639 | $0 | $339,579 | $0 | $24,665 |
| Joanne M Sunquist | ||||||||||||||
| SVP/CIO | $0 | $363,955 | $0 | $0 | $0 | $12,251 | $0 | $59,001 | $0 | $28,305 | $0 | $463,512 | $0 | $0 |
| Dawn Kessler | ||||||||||||||
| SVP/Chief HR Officer/Org Excel | $0 | $385,117 | $0 | $0 | $0 | $6,555 | $0 | $62,811 | $0 | $3,174 | $0 | $457,657 | $0 | $0 |
| Paul Torgerson | ||||||||||||||
| SVP/CAO/Gen Counsel | $0 | $529,291 | $0 | $0 | $0 | $10,321 | $0 | $83,989 | $0 | $37,525 | $0 | $661,126 | $0 | $0 |
| Eric Nelson | ||||||||||||||
| VP Ops Amb/Med Svcs | $213,757 | $0 | $0 | $0 | $480 | $0 | $34,122 | $0 | $10,788 | $0 | $259,147 | $0 | $0 | $0 |
| Kevin Garrett MD | ||||||||||||||
| SVP/Chief Medical Officer | $406,147 | $0 | $0 | $0 | $5,555 | $0 | $66,413 | $0 | $31,523 | $0 | $509,638 | $0 | $0 | $0 |
| Rochus V Voeller MD | ||||||||||||||
| Physician | $1,125,747 | $0 | $50,000 | $0 | $1,155 | $0 | $1,858 | $0 | $24,387 | $0 | $1,203,147 | $0 | $0 | $0 |
| Margaret A Wallenfriedman MD | ||||||||||||||
| Physician | $1,042,496 | $0 | $12,000 | $0 | $3,913 | $0 | $16,323 | $0 | $23,586 | $0 | $1,098,318 | $0 | $0 | $0 |
| Puneet Cheema MD | ||||||||||||||
| Physician | $993,425 | $0 | $0 | $0 | $54,324 | $0 | $38,424 | $0 | $20,127 | $0 | $1,106,300 | $0 | $47,567 | $0 |
| Peter H Kelly MD | ||||||||||||||
| Physician | $822,184 | $0 | $50,000 | $0 | $20,319 | $0 | $29,371 | $0 | $30,926 | $0 | $952,800 | $0 | $0 | $0 |
| Andrew Portis MD | ||||||||||||||
| Physician | $827,892 | $0 | $15,000 | $0 | $40,869 | $0 | $30,083 | $0 | $36,499 | $0 | $950,343 | $0 | $36,922 | $0 |
| Brian Patty MD | ||||||||||||||
| Former Officer | $0 | $53,002 | $0 | $0 | $0 | $112,341 | $0 | $48,824 | $0 | $3,780 | $0 | $217,947 | $0 | $38,065 |
| Mary F Pynn | ||||||||||||||
| Former Officer | $0 | $300,663 | $0 | $0 | $0 | $39,772 | $0 | $37,183 | $0 | $23,431 | $0 | $401,049 | $0 | $34,312 |
| Thomas A Schmitt | ||||||||||||||
| Former Key Employee | $112,756 | $0 | $0 | $0 | $447,926 | $0 | $6,493 | $0 | $10,594 | $0 | $577,769 | $0 | $192,629 | $0 |
| Julie A Schmidt | ||||||||||||||
| Former Key Employee | $0 | $72,784 | $0 | $0 | $0 | $117,665 | $0 | $98,682 | $0 | $6,616 | $0 | $295,747 | $0 | $27,069 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | HealthEast Care System, a related tax-exempt organization, engages an external consulting firm to review annually the compensation of the organization's CEO, Senior Vice Presidents and Vice Presidents. The review was last completed in November 2015. The process includes the external consulting firm evaluating current base salaries and total cash and benefits compared to comparable positions within the comparator group. The external firm presents its findings to the affiliated tax-exempt organization's Executive Committee of the Board and indicates any recommendations for change. The affiliated tax-exempt Executive Committee of the Board approves the salaries of the CEO, Senior Vice Presidents and Vice Presidents. The consulting firm issues a reasonable compensation letter to affiliated tax-exempt organization's Board of Directors. |
| Part I, Lines 4a-b | The following individuals received severance payments during the year from this organization or a related organization: Thomas Schmitt $ 219,470 The terms and conditions of the severance payments are a signed release of rights and an agreement to not make any disparaging remarks about the organization from each individual. Eligible executives receive severance payments for one year. The following individuals participated in and received payment from a supplemental nonqualified retirement plan. The amount listed is the amount paid to the individual and reported accordingly on their 2015 W-2 Form. The terms and conditions of this supplemental nonqualified retirement plan is a five year cliff vesting arrangement: Catherine J. Barr $ 42,653 Anne M. Pearson, MD $ 9,390 Julie A. Schmidt $ 27,069 Stephen J. Kolar, MD $ 24,665 William Brombach, MD $ 13,298 Scott L. North $ 53,784 Brian Patty, MD $ 38,065 Mary F. Pynn $ 34,312 Thomas A. Schmitt $192,629 Puneet Cheema, MD $ 47,567 Peter Kelly, MD $ 7,770 Andrew Portis, MD $ 36,922 The following individuals were participants in the supplemental nonqualified retirement plan. The following amounts are their current year contribution into the plan and are accordingly included in Schedule J, Column C: Kathryn Correia $124,108 Douglas Davenport $ 65,656 Paul Torgerson $ 68,085 Dawn Kessler $ 44,224 Joanne M. Sunquist $ 42,070 Catherine J. Barr $ 31,134 Anne M. Pearson, MD $ 7,791 William Brombach, MD $ 5,426 Stephen J. Kolar, MD $ 15,188 Eric Nelson $ 21,326 Kevin Garrett, MD $ 48,811 Mary F. Pynn $ 19,384 Puneet Cheema, MD $ 16,522 Peter Kelly, MN $ 14,529 Andrew Portis, MD $ 13,610 |
| Part I, Line 7 | HealthEast Care System provides a Management Incentive Program. The program provides lump sum financial awards based on system-wide, business unit and/or department financial and quality measures. Annual goals, specifically tied to productivity and quality indicators, are set for the fiscal year and an incentive paid out annually if key goals and measures are achieved. Before HealthEast Care System can authorize payment of any awards, it must meet the following qualifications: * Financial - HealthEast must have sufficient net income for the fiscal year to cover the cost of any awards. * Accreditation - All HealthEast business units must maintain a level of quality and performance that results in, and maintains, accreditation by Joint Commission (JCAHO) and equivalent licensing boards. * Approval -The HealthEast Board of Directors has final approval of all incentive program payouts. In addition, each participant must meet individual performance qualifications to be eligible to receive an award. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mitchell Timmons MD | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family member of Paul Torgerson, current Key Employee. | RelationshipDescriptionTxt |
| Transaction | $419,849 | TransactionAmt |
| Transaction | Compensation | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 1a | Cash disbursements are centralized through the parent organization. Therefore the parent organization, HealthEast Care System, makes the payment and files the related Form 1099's and Form 1096 instead of HealthEast Medical Research Institute. |
| Form 990, Part VI, Section A, line 1 | The Executive Committee shall consist of five or more members, including the ex officio members. The Chair shall chair the Executive Committee. The Executive Committee shall recommend to the Board of Directors changes in the Bylaws, approve conflict of interest policies and review compliance with conflict of interest policies. The Executive Committee shall have all the power and authority of the Board of Directors. The Executive Committee shall have the power to act only in the intervals between meetings of the Board. Only the Outside Directors of the Executive Committee shall be entitled to vote on any action taken by the Executive Committee in discharging its duties with regard to human resources and governance. Members of the Executive Committee who are Inside Directors shall not participate in, or be present during, any discussion of actions proposed or taken with respect to the duties with regard to human resources and governance, except to the extent requested to do so by the Outside Directors on the Executive Committee. |
| Form 990, Part VI, Section A, line 2 | All officers and employees are employed by related organizations in which the board members are also board members of the related organization. Therefore, a business relationship exists between these individuals. |
| Form 990, Part VI, Section A, line 6 | The sole member of HealthEast Medical Research Institute is HealthEast Care System, a 501(c)(3) tax-exempt, non-profit organization. The member organization does not elect the members of HealthEast Medical Research Institute's Board of Directors because HealthEast Medical Research Institute has a self-electing board. The member organization does not approve any decisions of the board. The member of the organization receives the organization's net assets upon dissolution. |
| Form 990, Part VI, Section B, line 11 | The Form 990 is sent electronically to all members of the Board of Directors prior to the filing of the Form 990. A representative of the tax department will be available to discuss and answer any questions regarding the Form 990 at the Executive meeting. |
| Form 990, Part VI, Section B, line 12c | HealthEast Care System monitors proposed or ongoing transactions for conflicts of interest through the procedures set forth in its Conflicts of Interest Policy (the Policy). The Policy covers HealthEast Care System's Directors, Officers and members of a Committee with Board-delegated powers. A Director, Officer or member of a Committee with Board-delegated powers who has a direct or indirect financial interest, is an interested person under the terms of the Policy. If a person is an interested person with respect to any entity in the HealthEast Care System he or she is an interested person with respect to all entities in the HealthEast Care System. Pursuant to the terms of the Policy, in connection with any actual or possible conflicts of interest, an interested person must disclose the existence of his or her financial interest and must be given the opportunity to disclose all material facts relating to his or her financial interest to the Directors or members of Committees with Board-delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, the interested person must leave the Board (or Committee) meeting while the financial interest is discussed and voted upon. The remaining Board (or Committee) members shall decide if a conflict of interest exists. An interested person may make a presentation at the Board or Committee meeting regarding the proposed transaction or arrangement, but after such presentation, the interested person shall leave the meeting during the discussion of, and the vote on, the proposed transaction or arrangement that results in the conflict of interest. |
| Form 990, Part VI, Section B, line 15 | The Chair of the Board of Directors engages an external consulting firm to review the compensation of the organization's CEO, Senior Vice Presidents and Vice Presidents annually and was last completed in November 2015. The process includes the external consulting firm evaluating current base salaries and total cash and benefits compared to comparable positions within the comparator group. The external firm presents its findings to the Executive Committee of the Board and indicates any recommendations for change. The Executive Committee of the Board approves the salaries. The consulting firm issues a reasonable compensation letter to the Board of Directors. |
| Form 990, Part VI, Section C, line 19 | The Articles of Incorporation for this organization are available to the public through the Secretary of State Office. The organization's conflict of interest policy and other governing documents are not made available to the public. The financial statements for this organization are available to the public through the Attorney General's Office. |
| Form 990, Part VII, Section A, Column B | This organization is a subsidiary of HealthEast Care System, a 501(c)(3), tax-exempt, non-profit organization. The Board of Directors for this organization is the same as the Board of Directors for HealthEast Care System. All hours worked as a member of the Board of Directors are reported on the Form 990 for the parent organization, HealthEast Care System. Therefore, we have reported 0.00 hours worked by each member of the Board of Directors on this organization's return. |
| Form 990, Part XI, line 9: | Transfers from Parent Organization 44,368,182. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D & T Facility Management Company | |||||||||||
| PO Box 64624 | St Paul | MN | 55164 | 411928275 | Management of Diagnostic Medical Services | MN | 501(c)(3) | Line 11a, I | HealthEast Woodwinds Hospital | 0 | |
| HealthEast Professional Services | |||||||||||
| PO Box 64624 | St Paul | MN | 55164 | 261226617 | Physician services provided to related tax-exempt hospitals. | MN | 501(c)(3) | Line 9 | HealthEast Care System | 0 | |
| HealthEast St John's Hospital | |||||||||||
| PO Box 64624 | St Paul | MN | 55164 | 411456897 | Hospital | MN | 501(c)(3) | Line 3 | HealthEast Care System | 0 | |
| HealthEast St Joseph's Hospital | |||||||||||
| PO Box 64624 | St Paul | MN | 55164 | 410693880 | Hospital | MN | 501(c)(3) | Line 3 | HealthEast Care System | 0 | |
| HealthEast Woodwinds Hospital | |||||||||||
| PO Box 64624 | St Paul | MN | 55164 | 411592761 | Hospital | MN | 501(c)(3) | Line 3 | HealthEast Care System | 0 | |
| HealthEast Care System | |||||||||||
| PO Box 64624 | St Paul | MN | 55164 | 363517697 | Hospital | MN | 501(c)(3) | Line 3 | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| Maplewood Professional Building Limited Partnership | |||||||
| 1655 Beam Avenue | Maplewood | MN | 55109 | 411431847 | Rental Real Estate | MN | N/A |
| HealthEast Surgery Center-Maplewood LLC | |||||||
| 1655 Beam Avenue | Maplewood | MN | 55109 | 203349887 | Outpatient Surgery Center | MN | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| East Metro Insurance LTD | ||||||||||||||
| 62 Forum Lane 3rd Floor Camana Ba | Grand Cayman | CJ | KY1-1203 | 980417513 | Captive Insurance Organization | CJ | N/A | C | 0 | |||||
| HealthEast Diversified Services Inc | ||||||||||||||
| 411388583 | Reference Lab & Rental Real Estate | N/A | C | 0 | PO Box 64624 | St Paul | MN | 55164 | MN | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |