SMDC MEDICAL CENTER: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SMDC MEDICAL CENTER (EIN 41-1878730)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-29
- IRS object ID
- 201611209349301206
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-29T13:16:33-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411878730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMDC Medical Center | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KEVIN BOREN | InCareOfNm |
| Business Name Control | SMDC | BusinessNameControlTxt |
| Phone | 2187278762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 EAST 2ND STREET | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Boren | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2016-04-19 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Essentia Health Duluth | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Steven Jorgensen | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 East 2nd Street | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $503,347,229 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.essentiahealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLES'S LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 2988 | TotalEmployeeCnt |
| Total Volunteers | 227 | TotalVolunteersCnt |
| Total Gross UBI | $1,242,347 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $267,450 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $695,618 | PYContributionsGrantsAmt |
| CY Contributions Grants | $494,428 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $464,652,117 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $491,152,059 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,131,156 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,876,585 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,866,490 | PYOtherRevenueAmt |
| CY Other Revenue | $7,156,182 | CYOtherRevenueAmt |
| PY Total Revenue | $475,345,381 | PYTotalRevenueAmt |
| CY Total Revenue | $502,679,254 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,468,633 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,180,498 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $291,440,412 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $306,566,367 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $170,970,542 | PYOtherExpensesAmt |
| CY Other Expenses | $174,941,211 | CYOtherExpensesAmt |
| PY Total Expenses | $463,879,587 | PYTotalExpensesAmt |
| CY Total Expenses | $482,688,076 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,465,794 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,991,178 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $644,413,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $661,270,193 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $527,533,929 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $536,190,911 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $116,879,347 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $125,079,282 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $394,006,496 | ExpenseAmt |
| Grant | $1,180,498 | GrantAmt |
| Revenue | $494,761,288 | RevenueAmt |
| Desc | See schedule O | Desc |
| Total Program Service Expenses | $394,006,496 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2988 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN BOREN | PersonNm |
| Phone | 2187861009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 EAST 1ST STREET | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55805 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Joseph Bianco MD | ||||||||||
| Board Secretary | 1.7 | 58.3 | Yes (X) | Yes (X) | $0 | $322,962 | $52,011 | |||
| Alan Hodnik | ||||||||||
| Board Director | 1.7 | 8.3 | Yes (X) | $0 | $0 | $0 | ||||
| Sherry Mattson | ||||||||||
| Board Treasurer thru 12/14 | 1.7 | 8.3 | Yes (X) | Yes (X) | $0 | $9,300 | $0 | |||
| Sister Donna Shroeder | ||||||||||
| Board Director | 1.7 | 8.3 | Yes (X) | $0 | $0 | $0 | ||||
| Sister Sarah Smedman | ||||||||||
| Board Director | 1.7 | 8.3 | Yes (X) | $0 | $0 | $0 | ||||
| Sister Mary Josephine Torborg | ||||||||||
| Board Director | 1.7 | 8.3 | Yes (X) | $0 | $0 | $0 | ||||
| Chuck Walt | ||||||||||
| Board Chair | 1.7 | 11.3 | Yes (X) | Yes (X) | $0 | $19,350 | $0 | |||
| DANIEL NIKCEVICH MD | ||||||||||
| BOARD DIRECTOR | 1.7 | 58.3 | Yes (X) | $827,497 | $0 | $127,117 | ||||
| Michael Maddy MD | ||||||||||
| Board Director | 1.7 | 58.3 | Yes (X) | $0 | $335,931 | $42,685 | ||||
| Laura Trombino MD | ||||||||||
| Board Director | 51.5 | 8.5 | Yes (X) | $0 | $430,833 | $51,751 | ||||
| Howard Klatzky | ||||||||||
| Board Director | 1.7 | 8.3 | Yes (X) | $0 | $5,000 | $0 | ||||
| Joseph Leoni | ||||||||||
| Board Director | 1.7 | 8.3 | Yes (X) | $0 | $4,800 | $0 | ||||
| Joseph Mihalek | ||||||||||
| Board Vice Chair | 1.7 | 8.3 | Yes (X) | Yes (X) | $0 | $8,920 | $0 | |||
| Thomas Renier | ||||||||||
| Board Treasurer | 1.7 | 8.3 | Yes (X) | Yes (X) | $0 | $4,500 | $0 | |||
| BARBARA WESSBERG | ||||||||||
| ADMINISTRATOR Thru 4/15 | 58.3 | 1.7 | Yes (X) | $217,273 | $0 | $23,239 | ||||
| Kevin Boren | ||||||||||
| Chief Financial Officer | 1.7 | 58.3 | Yes (X) | $332,251 | $0 | $80,551 | ||||
| Steven Jorgensen | ||||||||||
| Administrator | 1.7 | 58.3 | Yes (X) | $356,292 | $0 | $69,590 | ||||
| MICHAEL METCALF | ||||||||||
| EVP CLINICAL OPS Thru 10/14 | 1.7 | 58.3 | $814,197 | $0 | $64,498 | Yes (X) | ||||
| ANN WATKINS | ||||||||||
| VP SURGICAL SRVCS Thru 10/14 | 54.9 | 5.1 | $236,751 | $0 | $38,930 | Yes (X) | ||||
| TIMOTHY ZAGER MD | ||||||||||
| DULUTH CLINIC PRES Thru 1/15 | 1.7 | 58.3 | $468,975 | $0 | $78,035 | Yes (X) | ||||
| Scott Johnson MD | ||||||||||
| Clinical Chief | 53.2 | 6.8 | $0 | $630,147 | $53,263 | Yes (X) | ||||
| THERESA GUNNARSON MD | ||||||||||
| CLINICAL CHIEF | 1.7 | 58.3 | $0 | $619,377 | $44,136 | Yes (X) | ||||
| JUSTIN HILL MD | ||||||||||
| Clinical Chief | 1.7 | 58.3 | $0 | $718,586 | $43,633 | Yes (X) | ||||
| SANDRA MCCARTHY | ||||||||||
| CHIEF NURSING OFF Thru 2/15 | 1.7 | 58.3 | $405,405 | $0 | $55,527 | Yes (X) | ||||
| BRIAN KONOWALCHUK MD | ||||||||||
| CLINICAL CHIEF | 58.3 | 1.7 | $0 | $522,704 | $35,460 | Yes (X) | ||||
| JEFFREY LYON MD | ||||||||||
| Chief Patient Safety Officer | 1.7 | 58.3 | $0 | $309,784 | $45,783 | Yes (X) | ||||
| ANNE STEPHEN MD | ||||||||||
| CLINICAL CHIEF | 58.3 | 1.7 | $0 | $285,125 | $49,775 | Yes (X) | ||||
| HUGH RENIER MD | ||||||||||
| VP MEDICAL AFFAIRS | 1.7 | 58.3 | $0 | $357,688 | $84,792 | Yes (X) | ||||
| James Garvey | ||||||||||
| EVP Hospital Ops & SMMC Admin | 1.7 | 58.3 | $510,107 | $0 | $70,582 | Yes (X) | ||||
| Cynthia Baker | ||||||||||
| VP Med Specialties thru 10/14 | 1.7 | 58.3 | $0 | $207,649 | $49,291 | Yes (X) | ||||
| HARVEY ANDERSON | ||||||||||
| VICE PRESIDENT FACILITIES | 1.7 | 58.3 | $232,597 | $0 | $44,368 | Yes (X) | ||||
| Daniel Milbridge | ||||||||||
| Regional Administrator | 60.0 | 0.0 | $263,517 | $0 | $39,485 | Yes (X) | ||||
| Michael Motley | ||||||||||
| Ops Admin-Neurosciences Div | 53.6 | 6.4 | $229,506 | $0 | $55,088 | Yes (X) | ||||
| Erik Julsrud | ||||||||||
| Manager Medical Physics | 60.0 | 0.0 | $190,840 | $0 | $36,837 | Yes (X) | ||||
| Bruce Libey | ||||||||||
| Physicist - Medical | 40.0 | 0.0 | $167,359 | $0 | $35,829 | Yes (X) | ||||
| THOMAS PATNOE MD | ||||||||||
| President & CMO thru 4/12 | 60.0 | 0.0 | $0 | $535,583 | $53,963 | Yes (X) | ||||
| ROBERT NORMAN | ||||||||||
| Former CFO | 0.0 | 60.0 | $0 | $664,588 | $92,183 | Yes (X) | ||||
| THOMAS KAISER MD | ||||||||||
| CLINICAL CHIEF | 60.0 | 0.0 | $0 | $389,577 | $46,135 | Yes (X) | ||||
| BRAD DAVIS MD | ||||||||||
| SECTION CHAIR | 0.0 | 60.0 | $0 | $477,188 | $52,622 | Yes (X) | ||||
| VINCENT OHAJU MD | ||||||||||
| CLINICAL CHIEF | 0.0 | 0.0 | $0 | $433,542 | $50,764 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,252,567 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,293,134 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,667,923 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 100 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $274,997 | RelatedOrganizationsAmt |
| Government Grants | $1,750 | GovernmentGrantsAmt |
| All Other Contributions | $217,681 | AllOtherContributionsAmt |
| Noncash Contributions | $5,269 | NoncashContributionsAmt |
| Total Contributions | $494,428 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PATIENT REVENUE | 621110 | $486,335,042 | $485,976,292 | $358,750 |
| NURSING HOME REVENUE | 623000 | $4,817,017 | $4,817,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $491,152,059 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,513,727 | TotalRevenueColumnAmt |
| Exclusion | $1,513,727 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $258,142 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $258,142 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $258,142 | TotalRevenueColumnAmt |
| Exclusion | $258,142 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,453,747 | SecuritiesAmt |
| Other | $19,050 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $109,939 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,453,747 | SecuritiesAmt |
| Other | -$90,889 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,362,858 | TotalRevenueColumnAmt |
| Exclusion | $2,362,858 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $5,017 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $5,574 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$557 | TotalRevenueColumnAmt |
| Exclusion | -$557 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,371,804 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $552,462 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $819,342 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $697,166 | UnrelatedBusinessRevenueAmt |
| Exclusion | $122,176 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MSA REVENUE DULUTH FAMILY PRACTICE | 541900 | $3,609,229 | $3,609,229 | ||
| CAFETERIA REVENUE | 722514 | $1,710,492 | $127,574 | $1,582,918 | |
| CLASS ACTION SETTLEMENT | 900099 | $295,594 | $295,594 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $463,940 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $58,857 | UnrelatedBusinessRevenueAmt |
| Exclusion | $405,083 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,079,255 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $502,679,254 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $494,402,538 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,242,347 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,539,941 | 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 | $1,169,932 | TotalAmt |
| Program Services | $1,169,932 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,566 | TotalAmt |
| Program Services | $10,566 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,552,248 | TotalAmt |
| Program Services | $3,512,987 | ProgramServicesAmt |
| Management And General | $5,039,261 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,086 | TotalAmt |
| Program Services | $666,943 | ProgramServicesAmt |
| Management And General | $30,143 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,062,964 | TotalAmt |
| Program Services | $213,976,976 | ProgramServicesAmt |
| Management And General | $27,085,988 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,966,930 | TotalAmt |
| Program Services | $9,794,239 | ProgramServicesAmt |
| Management And General | $3,172,691 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,984,214 | TotalAmt |
| Program Services | $23,349,745 | ProgramServicesAmt |
| Management And General | $5,634,469 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,302,925 | TotalAmt |
| Program Services | $12,089,245 | ProgramServicesAmt |
| Management And General | $2,213,680 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,970 | TotalAmt |
| Management And General | $358,970 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,019 | TotalAmt |
| Management And General | $11,019 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,562 | TotalAmt |
| Management And General | $7,562 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,760 | TotalAmt |
| Management And General | $382,760 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,026,973 | TotalAmt |
| Program Services | $18,602,043 | ProgramServicesAmt |
| Management And General | $10,424,930 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,362 | TotalAmt |
| Program Services | $13,928 | ProgramServicesAmt |
| Management And General | $809,434 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,095,006 | TotalAmt |
| Program Services | $6,139,060 | ProgramServicesAmt |
| Management And General | $6,955,946 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,159,007 | TotalAmt |
| Program Services | $374,353 | ProgramServicesAmt |
| Management And General | $14,784,654 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,398,987 | TotalAmt |
| Program Services | $163,922 | ProgramServicesAmt |
| Management And General | $9,235,065 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,282,520 | TotalAmt |
| Program Services | $1,543,222 | ProgramServicesAmt |
| Management And General | $739,298 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,665 | TotalAmt |
| Program Services | $407,832 | ProgramServicesAmt |
| Management And General | $203,833 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$268,208 | TotalAmt |
| Management And General | -$268,208 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,014,458 | TotalAmt |
| Program Services | $17,215,540 | ProgramServicesAmt |
| Management And General | $798,918 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,195,943 | TotalAmt |
| Program Services | $6,195,943 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $45,248,282 | $45,111,092 | $137,190 |
| AFFILIATE SUPPORT FEE | $34,634,122 | $8,468,043 | $26,166,079 |
| BAD DEBT EXPENSE | $21,506,795 | $21,506,795 | |
| UNRELATED BUSINESS TAX | $97,574 | $97,574 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$21,645,586 | TotalAmt |
| Program Services | $3,596,516 | ProgramServicesAmt |
| Management And General | -$25,242,102 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,688,076 | TotalAmt |
| Program Services | $394,006,496 | ProgramServicesAmt |
| Management And General | $88,681,580 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,464,847 | BOYAmt |
| EOY | $841,453 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,656,457 | BOYAmt |
| EOY | $55,408,125 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500 | BOYAmt |
| EOY | $31,055 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,759,703 | BOYAmt |
| EOY | $53,794,456 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,333 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,610 | BOYAmt |
| EOY | $9,305 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,053,553 | BOYAmt |
| EOY | $5,753,158 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,502,580 | BOYAmt |
| EOY | $7,581,874 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $231,568,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $144,321,788 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,625,195 | BOYAmt |
| EOY | $87,246,409 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,072,915 | BOYAmt |
| EOY | $115,544,435 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,172,583 | BOYAmt |
| EOY | $335,059,923 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,413,276 | BOYAmt |
| EOY | $661,270,193 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,455,085 | BOYAmt |
| EOY | $43,649,230 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $175,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,355 | BOYAmt |
| EOY | $27,128 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,305,366 | BOYAmt |
| EOY | $942,672 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,148,780 | BOYAmt |
| EOY | $12,031,984 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,409,343 | BOYAmt |
| EOY | $479,364,897 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,533,929 | BOYAmt |
| EOY | $536,190,911 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,863,073 | BOYAmt |
| EOY | $125,040,546 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$17,726 | BOYAmt |
| EOY | $4,736 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,000 | BOYAmt |
| EOY | $34,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,879,347 | BOYAmt |
| EOY | $125,079,282 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,413,276 | BOYAmt |
| EOY | $661,270,193 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,991,178 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,614,344 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$9,176,899 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $7,562 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $7,562 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B | FormAndLineReferenceDesc |
| Explanation | Lobbying Activity Explanation: Essentia Health Duluth pays dues to certain organizations related to the industry which have lobbying expenses. The amount listed is the percentage of the dues paid that were used for lobbying. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,000 | BeginningYearBalanceAmt |
| End Year Balance | $34,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,000 | BeginningYearBalanceAmt |
| End Year Balance | $34,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,000 | BeginningYearBalanceAmt |
| End Year Balance | $34,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,000 | BeginningYearBalanceAmt |
| End Year Balance | $34,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,000 | BeginningYearBalanceAmt |
| End Year Balance | $34,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,323,171 | OtherCostOrOtherBasisAmt |
| Book Value | $1,323,171 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,603,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,358,301 | DepreciationAmt |
| Book Value | $31,245,476 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,989,375 | OtherCostOrOtherBasisAmt |
| Depreciation | $478,198 | DepreciationAmt |
| Book Value | $4,511,177 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $151,386,633 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,968,840 | DepreciationAmt |
| Book Value | $41,417,793 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,265,241 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,516,449 | DepreciationAmt |
| Book Value | $8,748,792 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $87,246,409 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENT FUND | Desc |
| Book Value | $115,544,435 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $115,544,435 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REC. FROM TAX EXEMPT ORGS | Desc |
| Book Value | $335,059,923 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $335,059,923 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYABLE TO RELATED TAX-EXEMPT ORG | $469,592,393 |
| DEFINED BENEFIT PENSION LIABILITY | $6,861,098 |
| ASSET RETIREMENT OBLIGATION(FIN 47) | $373,687 |
| UNCLAIMED PROPERTY | $396,996 |
| PATIENT EMERGENCY FUND | $7,812 |
| POST RETIREMENT BENEFIT-NON PENSION | $1,876,576 |
| POST RETIREMENT BENEFIT-HEALTH | $256,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $479,364,897 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2B | ESSENTIA HEALTH VIRGINIA ACTS AS CUSTODIAN FOR THE FUNDS OF THE NURSING HOME RESIDENTS. NURSING HOME RESIDENT TRUST FUNDS TOTALED $27,128 AT JUNE 30, 2015. |
| Schedule D, Part V | Endowment Fund intended uses: The endowment fund is a permanently restricted fund used to establish the Miller Memorial Hospital. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 160. | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 310. | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,891,759 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,891,759 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00630 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $84,205,062 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $48,535,595 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $35,669,467 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07730 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $87,096,821 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $48,535,595 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $38,561,226 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08360 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $129,632 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $129,632 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $615,604 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $263,716 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $351,888 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00080 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $217,100 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $217,100 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00050 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $962,336 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $263,716 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $698,620 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $88,059,157 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $48,799,311 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $39,259,846 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08520 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $135,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $135,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $500 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $500 | NetCommunityBenefitExpnsAmt |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $398,910 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $398,910 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00090 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $7,000 | NetCommunityBenefitExpnsAmt |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,185 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $10,185 | NetCommunityBenefitExpnsAmt |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $525 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $525 | NetCommunityBenefitExpnsAmt |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $218,187 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $218,187 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00050 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $770,307 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $770,307 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00170 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $21,506,795 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $82,040,946 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $89,943,043 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$7,902,097 | 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 (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Emergency Room OtherEmergencyRoomOtherInd | Emergency Room24 HrsEmergencyRoom24HrsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ESSENTIA HEALTH DULUTH | |||||||||||
| 1 | 502 E 2ND ST | DULUTH | MN | 55805 | WWW.ESSENTIAHEALTH.ORG | 371491 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | |
| ESSENTIA HEALTH VIRGINIA | |||||||||||
| 2 | 901 9TH ST N | VIRGINIA | MN | 55792 | WWW.ESSENTIAHEALTH.ORG | 371000 | Yes (X) | Yes (X) | Yes (X) | ||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)
| FacilityFacilityNum | First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Information GapsInformationGapsInd | OtherOtherInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Rpt Available Thru Other MethodRptAvailableThruOtherMethodInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Implementation Strategy AdptImplementationStrategyAdptYr | Strategy Posted WebsiteStrategyPostedWebsiteInd | Strategy Website URLStrategyWebsiteURLTxt | Strategy AttachedStrategyAttachedInd | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Asset Level CriteriaAssetLevelCriteriaInd | Medical Indigency CriteriaMedicalIndigencyCriteriaInd | Insurance Status CriteriaInsuranceStatusCriteriaInd | Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd | Residency CriteriaResidencyCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Provided Hospital ContactProvidedHospitalContactInd | Provided Nonprofit ContactProvidedNonprofitContactInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP Available On WebsiteFAPAvailableOnWebsiteInd | FAP Available On Website URLFAPAvailableOnWebsiteURLTxt | FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd | FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | FAP Notice DisplayedFAPNoticeDisplayedInd | Communtity Notified FAPCommuntityNotifiedFAPInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit No ActionsPermitNoActionsInd | Collection ActivitiesCollectionActivitiesInd | FAP Notified Upon AdmissionFAPNotifiedUponAdmissionInd | FAP Notified Before DischargeFAPNotifiedBeforeDischargeInd | FAP Notified All PatientsFAPNotifiedAllPatientsInd | Documented Elig DeterminationDocumentedEligDeterminationInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Other Method UsedOtherMethodUsedInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ESSENTIA HEALTH DULUTH | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 12 | Yes (true) | Yes (true) | false | Yes (true) | Yes (X) | See Part V, Section C | Yes (X) | Yes (X) | Yes (true) | 12 | Yes (true) | See Part V, Section C | false | false | Yes (true) | Yes (X) | 160. | 310. | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | See Part V, Section C | Yes (X) | See Part V, Section C | Yes (X) | See Part V, Section C | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false |
| ESSENTIA HEALTH VIRGINIA | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2 | false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 12 | Yes (true) | Yes (true) | false | Yes (true) | Yes (X) | See Part V, Section C | Yes (X) | Yes (X) | Yes (true) | 12 | Yes (true) | See Part V, Section C | false | false | Yes (true) | Yes (X) | 160. | 310. | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | See Part V, Section C | Yes (X) | See Part V, Section C | Yes (X) | See Part V, Section C | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false |
Supplemental Information SupplementalInformationGrp (27 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 2 | Checked "No", so not applicable. |
| Part V, line 3j | The Community Health Needs Assessment also includes a Community Health Profile. The profile is based on data from the Behavioral Risk Factors Surveillance System and the University of Wisconsin Population Health Institute County Health Rankings. |
| Part V, line 5 | ESSENTIA HEALTH DULUTH: COMMUNITY/PATIENT FOCUS GROUPS WERE HELD FOR COMMUNITY MEMBERS TO IDENTIFY AND PRIORITIZE THEIR COMMUNITY HEALTH NEEDS. IN ADDITION, PERSONS WERE CONSULTED AT TOWN HALL MEETINGS, WHICH WAS DESIGNED TO ADDRESS EACH PRIORITIZED HEALTH NEED. DURING THE TOWN HALL MEETING, INTERVENTION OPTIONS FOR MEETING THE HEALTH NEED WERE PRESENTED, AND PARTICIPANTS IDENTIFIED AN OPTION FOR THEIR COMMUNITY. INDIVIDUALS FROM THE FOLLOWING ORGANIZATIONS ATTENDED THE TOWN HALL MEETING (NAMES AND TITLES AVAILABLE UPON REQUEST): ARROWHEAD REGIONAL DEVELOPMENT COMMISSION, DENFELD HIGH SCHOOL, COMMUNITY HEALTH BOARD, DULUTH COMMUNITY GARDEN PROGRAM, DULUTH LOCAL INITIATIVES SUPPORT CORPORATION, FAIR FOOD ACCESS CAMPAIGN, GENERATIONS HEALTH CARE INITIATIVES, HEALTHY DULUTH AREA COALITION, LAKE SUPERIOR COLLEGE, INSTITUTE FOR A SUSTAINABLE FUTURE, LAKE SUPERIOR COMMUNITY HEALTH CENTER, MINNESOTA DEPARTMENT OF HEALTH, ST. LOUIS COUNTY PUBLIC HEALTH AND HUMAN SERVICES, ST. LUKE'S, UNIVERSITY OF MINNESOTA DULUTH, WALGREENS, WHOLE FOODS CO-OP, YMCA, AND ZEPPA FAMILY FOUNDATION. SEE THE CHNA POSTED ON THE WEBSITE LISTED IN PART V, LINE 7A FOR A LIST OF ORGANIZATIONS THAT WERE INVITED TO, BUT DID NOT ATTEND THE TOWN HALL MEETINGS. EMPLOYEES OF THE MINNESOTA DEPARTMENT OF HEALTH, ST. LOUIS COUNTY PUBLIC HEALTH AND HUMAN SERVICES, AND THE COMMUNITY HEALTH BOARD (NAMES AND TITLES AVAILABLE UPON REQUEST) ATTENDED THE TOWN HALL MEETING AND PROVIDED INPUT ON THE INTERVENTION OPTIONS FOR ADDRESSING THE HIGHEST PRIORITY HEALTH NEED. A WIDE VARIETY OF INDIVIDUALS ATTENDED THE COMMUNITY/PATIENT FOCUS GROUPS, INCLUDING THOSE FROM MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS AND POPULATIONS WITH CHRONIC DISEASE NEEDS. FURTHERMORE, COMMUNITY/PATIENT FOCUS GROUP PARTICIPANTS WERE INSTRUCTED TO CONSIDER THEMSELVES AS REPRESENTATIVES OF THE COMMUNITY-AT-LARGE, WHICH WOULD INCLUDE THOSE PREVIOUSLY-LISTED POPULATIONS. WHILE 92% OF INDIVIDUALS IN ST. LOUIS COUNTY ARE CAUCASIAN, DATA STRATIFIED BY RACE/ETHNICITY WERE ALSO PRESENTED AT THE COMMUNITY/PATIENT FOCUS GROUPS. ESSENTIA HEALTH VIRGINIA: A COMMUNITY/PATIENT FOCUS GROUP WAS HELD FOR COMMUNITY MEMBERS TO IDENTIFY AND PRIORITIZE THEIR COMMUNITY HEALTH NEEDS. IN ADDITION PERSONS WERE CONSULTED AT TOWN HALL MEETINGS, WHICH WAS DESIGNED TO ADDRESS EACH PRIORITIZED HEALTH NEED. DURING THE TOWN HALL MEETING, INTERVENTION OPTIONS FOR MEETING THE HEALTH NEED WERE PRESENTED, AND PARTICIPANTS SELECTED THE OPTION BEST SUITED TO THEIR COMMUNITY. INDIVIDUALS FROM THE FOLLOWING ORGANIZATIONS ATTENDED THE TOWN HALL MEETING (NAMES AND TITLES AVAILABLE UPON REQUEST): ARROWHEAD ECONOMIC OPPORTUNITY AGENCY, COMMUNITY/PATIENT FOCUS GROUP, HIBBING HIGH SCHOOL, HOME TOWN FOCUS, MESABI COMMUNITY COLLEGE, PARKVIEW LEARNING CENTER, ANDST. LOUIS COUNTY PUBLIC HEALTH AND HUMAN SERVICES DEPARTMENT. SEE THE CHNA POSTED ON THE WEBSITE LISTED IN PART V, LINE 7A FOR A LIST OF ORGANIZATIONS THAT WERE INVITED TO, BUT DID NOT ATTEND THE TOWN HALL MEETINGS. AN EMPLOYEE OF ST. LOUIS COUNTY PUBLIC HEALTH AND HUMAN SERVICES (NAME AND TITLE AVAILABLE UPON REQUEST) ATTENDED THE TOWN HALL MEETING AND PROVIDED INPUT ON THE INTERVENTION OPTIONS FOR ADDRESSING THE HIGHEST PRIORITY HEALTH NEED. WHILE ST. LOUIS COUNTY IS 36.5% RURAL ACCORDING TO THE 2012 UWPHI COUNTY HEALTH RANKINGS DATA, THE MAJORITY OF ESSENTIA HEALTH VIRGINIA'S NORTHERN ST. LOUIS COUNTY SERVICE AREA IS RURAL. GIVEN THE KNOWN HEALTH DISPARITIES OF RURAL POPULATIONS, ALL ATTENDEES OF THE COMMUNITY/PATIENT FOCUS GROUP AND TOWN HALL MEETINGS ARE REPRESENTATIVES AND/OR MEMBERS OF MEDICALLY-UNDERSERVED AND LOW INCOME POPULATIONS, AS WELL AS POPULATIONS WITH CHRONIC DISEASE NEEDS. COMMUNITY/PATIENT FOCUS GROUP PARTICIPANTS WERE SPECIFICALLY INSTRUCTED TO CONSIDER THEMSELVES AS REPRESENTATIVES OF THE COMMUNITY-AT-LARGE. PARTICIPANTS AT THE TOWN HALL MEETINGS SERVED MORE FORMAL LEADERSHIP OR REPRESENTATIVE ROLES. THE ARROWHEAD ECONOMIC OPPORTUNITY AGENCY IS "ESTABLISHED AS A COMMUNITY ACTION PROGRAM (CAP) FOR THE NORTHEAST MINNESOTA COUNTIES OF ST. LOUIS, LAKE, AND COOK." IN ST. LOUIS COUNTY, 92.0% OF INDIVIDUALS ARE CAUCASIAN. HOWEVER, AS ATTENDEES AT THE COMMUNITY/PATIENT FOCUS GROUP WERE INSTRUCTED TO ACT AS REPRESENTATIVES OF THE ENTIRE COMMUNITY, AND DATA STRATIFIED BY RACE/ETHNICITY WERE PRESENTED, HEALTH NEEDS OF MINORITY POPULATIONS WERE CONSIDERED. |
| Part V, line 6a | Essentia Health Duluth and Essentia Health Virginia are affiliated with Essentia Health. In the interest of efficiency, cost effectiveness, and alignment with Essentia Health population health strategies, the hospital facilitys' CHNAs were conducted in a coordinated process with fourteen other Essentia Health hospital facilities. While still allowing for tailoring to each particular hospital facility, procedures were standardized across hospital facilities. The hospital facilities included in this coordinated process are: Essentia Health Ada in Ada, MN; Clearwater Valley Hospital and Clinics, Inc. in Orofino, ID; Essentia Health Deer River in Deer River, MN; Essentia Health Virginia in Virginia, MN; Essentia Health Holy Trinity Hospital in Graceville, MN; Essentia Health West in Fargo, ND; Minnesota Valley Health Center, Inc. in Le Sueur, MN; Essentia Health Northern Pines in Aurora, MN; Essentia Health Sandstone in Sandstone, MN; Essentia Health Duluth in Duluth, MN; Essentia Health St. Josephs Medical Center in Brainerd, MN; Essentia Health St. Marys Hospital-Superior in Superior, WI; St. Marys Hospital, Inc. in Cottonwood, ID; Essentia Health St. Marys Medical Center in Duluth, MN; and Essentia Health St. Marys-Detroit Lakes in Detroit Lakes, MN. Since Essentia Health West joined the collaborative effort on February 1, 2013, not all aspects of the Essentia Health West CHNA are coordinated with those of the other hospital facilities. Essentia Health Duluth did and will collaborate more closely with one of the Essentia Health hospital facilities in particular Essentia Health St. Mary's Medical Center in Duluth, MN by holding joint Community/Patient Focus Groups, Town Hall Meetings, and Intervention Planning Meetings. Additional collaboration between the two hospital facilities will occur throughout intervention implementation as the hospital facilities will execute joint interventions for each priority health need. Essentia Health Duluth and Essentia Health Virginia did not collaborate with any other hospital facility outside of the Essentia Health System. |
| Part V, line 6b | Not applicable. |
| Part V, line 7a | Essentia Health Duluth: THE CHNA IS POSTED UNDER THE "COMMUNITY BENEFIT/CHNA" TAB ON THE HOSPITAL FACILITY'S HOMEPAGE AT: http://www.essentiahealth.org/duluth/find-a-clinic/essentia-healthduluth-m illerdwan-building-41.aspx. Essentia Health Virginia: THE CHNA IS POSTED UNDER THE "COMMUNITY BENEFIT/CHNA" TAB ON THE HOSPITAL FACILITY'S HOMEPAGE AT: http://www.essentiahealth.org/essentiahealth-virginia/find-a-clinic/essent ia-healthvirginia-211.aspx. |
| Part V, line 7d | Links to the reports were emailed to the Minnesota Hospital Association (MHA) to catalog the assessments and make them available on their website to help members meet IRS requirements for wide dissemination of reports. The MHA will also analyze the assessments to identify common themes, issues and needs on a statewide and regional basis. Finally, the MHA will use the catalog as a vehicle for connecting hospitals with similar community needs with one another to explore joint implementation strategies, information sharing, or resources for making their community benefit activities as influential as possible. |
| Part V, line 10a | Essentia Health Duluth: The hospital facility's most recently adopted implementation strategy is posted under the "Community Benefit/CHNA" Tab on the Hospital Facility's homepage at: http://www.essentiahealth.org/duluth/find-a-clinic/essentia-healthduluth-m illerdwan-building-41.aspx. Essentia Health Virginia: The hospital facility's most recently adopted implementation strategy is posted under the "Community Benefit/CHNA" Tab on the Hospital Facility's homepage at: http://www.essentiahealth.org/essentiahealth-virginia/find-a-clinic/essent ia-healthvirginia-211.aspx. |
| Part V, line 10b | The hospital facility's most recently adopted implementation strategy has not been attached to this return because the link has been provided above. |
| Part V, line 11 | Essentia Health Duluth: Seven health needs were identified through the most recently-conducted CHNA. Obesity, physical activity, and nutrition as risk factors for chronic diseases, such as type 2 diabetes was the highest priority health need identified and is addressed as a part of the hospital facilitys implementation strategy. The actions taken by the hospital facility to address this significant health need include implementation of a community wide intervention, National Diabetes Prevention Program (NDPP), as well as preparatory activities for building system-wide population health improvement capacity in FY 2015. The Centers for Disease Control and Prevention-led NDPP is an evidence-based lifestyle change program for type 2 diabetes prevention. The anticipated impact of NDPP is reduced body weight and increased physical activity in participants, which prior research suggests will reduce their type 2 diabetes risk. The hospital facility supports a staff member to serve as the Lifestyle Coach for the NDPP sessions. The sessions are held at a Duluth YMCA location, and a registered Dietitian at the YMCA is available to assist with diet log review. The hospital facility works collaboratively with Essentia Health St. Marys Medical Center (SMMC) as the hospital facilities share the Lifestyle Coach who also conducts an NDPP session on SMMCs behalf at a different Duluth YMCA location to honor a request from the Duluth community to hold sessions in distinct Duluth neighborhoods. Essentia Healths Master Trainer trained 26 new Lifestyle Coaches during FY 2015 in the Duluth, MN area. The Lake Superior Community Health Center provides referrals to the program to assist in providing the program to non-Essentia Health patients. St. Louis County has promoted the NDPP via an e-mail message to employees. As of FY 2015, 40 participants completed the NDPP program with an average weight loss of 9.63 pounds or a 4.47% loss in body weight. Participants averaged 185.5 minutes of physical activity per week at the completion of the program which is an increase of 41.5 minutes of physical activity per week or 28.82% increase in physical activity minutes. The hospital facility will not directly meet the six unprioritized health needs due to resource constraints. Rather than inadequately addressing all health needs, the hospital facility will focus resources, financial and otherwise, on optimizing the first intervention for the communitys highest priority health need while the Health System collectively builds the necessary resources and capacity for population health improvement in order to foster success in meeting the health need. If the unprioritized health needs remain in the next CHNA cycle, they may be directly addressed at that time. The six unprioritized health needs are as follows: Immunizations Access to healthcare Preventative care Tobacco use primary prevention/cessation Reduction of excessive/binge drinking Secondary prevention/screening Despite not directly meeting the unprioritized needs, interventions addressing the highest prioritized health have partially addressed the unprioritized health needs that overlap with the prioritized health need. Essentia Health Duluth and SMMC were key community partners in the process and implementation of the Minnesota Accountable Communities for Health grant. This two year grant targets elementary school children and families and is based around bringing health services including dental and mental health services to the community school. It also includes community health workers to directly interact with families and children. A nonprofit Duluth organization will serve as the fiscal agent. This initiative will serve as a model for other community partnerships and opportunities between Essentia Health, community healthcare organizations, public health, school districts and others. Essentia Health Duluth and SMMC collaboratively sponsored Bus-Bike-Walk Month, a one-of-a-kind month long event to promote healthy and wellness through the use of people-powered modes of transportation. This includes promotion amongst Essentia Health employees, an audit of the Essentia Health campuses in Duluth in order to make them friendlier for employees to use people-powered modes of transportation to commute to work. Essentia Health Duluth and SMMC also partner with Grandmas Marathon, Inc. to conduct the Fit-n-Fun Middle School Assemblies to discuss the importance of physical activity and wellness. These assemblies included an Olympic Gold Medalist as a guest speaker to speak to area middle school aged children. In regards to preventative care, Miller Dwan Rehab Services (MDRS), part of Essentia Health Duluth, is very active in the promotion of community health, safety and wellness in the areas of injury prevention. This includes staff education on the Think First program to area 9th-11th grade classes on brain and spinal injury prevention. MDRS is also a key partner at the Lake Superior Medical Alliance Health Fair. This Health Fair includes all area schools 2nd and 3rd graders from Duluth, Hermantown, Cloquet and Two Harbors. MDRS provides education on health promotion and injury prevention. Essentia Health Virginia: Seven health needs were identified through the most recently-conducted CHNA. Obesity, physical activity, and nutrition as risk factors for chronic diseases, such as type 2 diabetes was the highest priority health need identified and is addressed as a part of the hospital facilitys implementation strategy. The actions taken by the hospital facility to address this significant health need include implementation of a community wide intervention, National Diabetes Prevention Program (NDPP), as well as preparatory activities for building system-wide population health improvement capacity in FY 2015. The Centers for Disease Control and Prevention-led NDPP is an evidence-based lifestyle change program for type 2 diabetes prevention. The anticipated impact of NDPP is reduced body weight and increased physical activity in participants, which prior research suggests will reduce their type 2 diabetes risk. The hospital facility committed staff member time to serve as the Lifestyle Coach, as well as space in the facility at the Diabetes Center to hold the sessions. The hospital facility collaborated with several organizations and program brochures and prediabetes screening forms were distributed throughout the community. As of FY 2015, 19 participants, representing two groups, completed the NDPP program with an average weight loss of 7.68 pounds or a 3.84% loss in body weight. Participants averaged 105 minutes of physical activity per week at the completion of the program which is an increase of 41.5 minutes of physical activity per week. Essentia Health Virginia is also offering exercise programs geared towards reducing obesity and improving cardiac health, as well as weight management support groups. The hospital facility will not directly meet the six unprioritized health needs due to resource constraints. Rather than inadequately addressing all health needs, the hospital facility will focus resources, financial and otherwise, on optimizing the first intervention for the communitys highest priority health need while the Health System collectively builds the necessary resources and capacity for population health improvement in order to foster success in meeting the health need. If the unprioritized health needs remain in the next CHNA cycle, they may be directly addressed at that time. The six unprioritized health needs are as follows: Tobacco use Immunizations Access to healthcare Reduction of excessive/binge drinking Preventative care Secondary prevention/screening Despite not directly meeting the unprioritized needs, interventions addressing the highest prioritized health have partially addressed the unprioritized health needs that overlap with the prioritized health need. Essentia Health Virginia has a tobacco cessation specialist located in house during the weekdays and also utilizes a referral system to the Quit Plan Program. The tobacco cessation specialist provides coaching, prescribes medication and works with patients to assist with tobacco cessation. In regards to immunizations, Essentia Health Virginia offered flu vaccine clinics in fall 2014 and has utilized the Minnesota Immunization Information Connection (MIIC) to keep all patients up to date on vaccines. When a patient is overdue for a vaccine, Essentia Health Virginia calls them to schedule an appointment. There is also a focus at ancillary appointments for missed vaccinations and to keep all patients current on vaccines. The Virginia Clinic has two immunization champions that call parents of children under the age of 2 that are missing vaccinations. Essentia Health Virginia has worked to improve access to healthcare by increasing the telehealth services available to include Behavioral Health. The hospital will also be adding Nephrology in the near |
| Part V, line 13b | This box was not checked, so not applicable. |
| Part V, Line 13h | This box was not checked, so not applicable. |
| Part V, line 15c | Subsequent to year end, the policy has been revised to include contact information of hospital facility staff who can provide individuals with information about the FAP and AFAP application process. |
| Part V, line 15d | Subsequent to year end, the policy has been revised to include contact information of nonprofit organizations or government agencies that may be sources of assistance with FAP applications. |
| Part V, line 15e | This box was not checked, so not applicable. |
| Part V, line 16a, 16b, and 16c | The URL where a patient can find the financial assistance policy, the financial assistance policy application, and the plain language statement of the financial assistance policy can be found at http://www.essentiahealth.org/main/financial-assistance-program.aspx. |
| Part V, line 16d | The financial assistance policy (FAP) was made available upon request without charge to the public and available by mail without charge. The FAP was not located in public places, but brochures advertising the FAP were located in such areas. A plan is in place to make the FAP available in public areas of the hospital facility moving forward. |
| Part V, line 16e | The financial assistance policy (FAP) application was made available upon request without charge to the public and available by mail without charge. The FAP application was not located in public places, but brochures advertising the FAP were located in such areas. A plan is in place to make the FAP application available in public areas of the hospital facility moving forward. |
| Part V, line 16i | This box was not checked, so not applicable. |
| Part V, line 18d | This box was not checked, so not applicable. |
| Part V, line 19d | This box was not checked, so not applicable. |
| Part V, line 20e | This box was not checked, so not applicable. |
| Part V, line 21c | This box was not checked, so not applicable |
| Part V, line 21d | This box was not checked, so not applicable. |
| Part V, line 22d | For patients known to qualify for the financial assistance program, they are charged the same as the hospital's most common insurance payor. |
| Part V, line 23 | Checked "No", so not applicable. |
| Part V, line 24 | Checked "No", so not applicable. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 11 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| Essentia Health DULUTH CLINIC-3RD STREET | ||||
| 400 E 3RD ST | Duluth | MN | 55805 | MULTI-SPECIALTY CLINIC |
| Essentia Health Duluth Clinic-1ST STREET | ||||
| 420 E 1ST ST | Duluth | MN | 55805 | MULTI-SPECIALTY CLINIC |
| Essentia Health DULUTH Clinic-2ND STREET | ||||
| 402 E 2ND ST | DULUTH | MN | 55805 | MULTI-SPECIALTY CLINIC |
| Essentia Health WEST DULUTH CLINIC | ||||
| 4212 GRAND AVE | Duluth | MN | 55807 | MULTI-SPECIALTY CLINIC |
| Essentia Health LAKEWALK CLINIC | ||||
| 1502 LONDON RD | Duluth | MN | 55812 | MULTI-SPECIALTY CLINIC |
| Essentia Health LAKESIDE CLINIC | ||||
| 4621 E SUPERIOR ST | Duluth | MN | 55804 | MULTI-SPECIALTY CLINIC |
| Essentia Health HERMANTOWN Clinic | ||||
| 4855 W ARROWHEAD RD | HERMANTOWN | MN | 55811 | MULTI-SPECIALTY CLINIC |
| Essentia Health Proctor Clinic | ||||
| 211 S Boundary Ave | Proctor | MN | 55810 | MULTI-SPECIALTY CLINIC |
| ESSENTIA HEALTH VIRGINIA CARE CENTER | ||||
| 901 9TH ST N | VIRGINIA | MN | 55792 | SKILLED NURSING FACILITY |
| ESSENTIA HEALTH VIRGINIA CLINIC | ||||
| 1101 9TH ST N | VIRGINIA | MN | 55792 | MULTI-SPECIALTY CLINIC |
| ESSENTIA HEALTH VIRGINIA MEDICAL ARTS | ||||
| CLINIC 901 9TH ST N | VIRGINIA | MN | 55792 | OBGYN CLINIC |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part VI, Line 1 | Provide the description required for Part I, lines 3c, 6a, 7g, 7, column (f), 7; Part II; Part III, lines 2, 3, 4, 8, 9b: Part I, Line 3c Assets will be considered along with the patients income to determine eligibility for the Financial Assistance Program. To be eligible, reportable assets may not exceed $15,000 for a household of one (1), or $25,000 for a household of two (2) or more. Assets may include, but are not limited to, such items as checking and savings accounts, IRAs, 401(k)s; value of additional cars that exceed the number of working members in the household, equity in recreational vehicles and additional property, etc. Part I, Line 6a Essentia Health Duluth's and Essentia Health Virginia's community benefit information is consolidated into the Essentia Health community benefit information which is included in the Essentia Health annual report. The annual report is made available to the public at http://www.essentiahealth.org/Main/Annual-Report.aspx. Essentia Health, headquartered in Duluth, Minn., is an integrated health system serving patients in Minnesota, Wisconsin, North Dakota and Idaho and is Essentia Health Duluth parent corporation. Part I, Line 7g Not Applicable. Part I, Line 7, Column (f) Bad debt expense that was subtracted from total expense to obtain the % of community benefit to total expense amounted to $21,506,795. Part I, Line 7 The cost to charge ratio derived from Worksheet 2, Ratio of Patient Care Cost-to-Charges was used to calculate the costs for the following community benefits: Charity Care and Unreimbursed Medicaid. Actual costs were used for the remainder of the community benefits reported. Part II About half of the community building activities reported are physician recruitment expenses. The hospital facility is located in a federally-designated medically underserved area and as such includes physician recruitment as a community building activity per the recommendation of the Catholic Health Association Community Benefit Guide. The other half represents contributions to organizations that are performing community building activities. Examples include donations to a not-for-profit organization that provides low income home loans, the public school system, the local soup kitchen, the local food bank, and the United Way. Part III, Line 2 Discounts, charity care, and bad debt expense are accounted for as reductions to revenue. Bad debt expense on patient accounts would be identified as any balance on the account, less any previous payments and discounts, that has aged and is absent of any payments. If, during the collection process, it becomes known that the patient qualifies for charity care, the amounts included within bad debt expense would be reclassified to charity care. Part III, Line 3 Essentia Health Duluth and Essentia Health Virginia are a part of a larger organization, Essentia Health. Essentia Health and its member organizations incorporate the cost of bad debt as a community benefit. As a tax exempt hospital, we must provide the necessary services regardless of the patients ability to pay for that care. In doing so, Essentia Health makes quality patient care available to all in our community, regardless of their economic means. Part III, Line 3 Essentia Health Duluth and Essentia Health Virginia provide both full and partial charity care through their traditional application process. Full charity care is a complete write-off of eligible gross hospital and clinic charges while "partial" is a portion of eligible charges. Each are determined respectively based on the patient's income in relation to the Federal Poverty Guidelines. Essentia Health also recognizes that it is not feasible, or sometimes necessary, for all patients to complete financial assistance applications and provide documentation required through the traditional process. Essentia Health Duluth and Essentia Health Virginia implemented an alternative documentation and presumptive process using a tool that identifies accounts that automatically qualify for charity care and reclassified those accounts to charity care allowance. As a result, we estimate $0 of patient accounts written off to bad debt would qualify for charity care. Part III, Line 4 Page 13 of the audit contains the footnote describing the organization's bad debt expense. Part III, Line 8 The hospital facility's total Medicare shortfall is $39,799,772, of which a shortfall of $7,902,097 (consisting of $82,040,946 revenue and $89,943,043 cost) is included in Part III, Section B, Lines 5-7, and a shortfall of $31,897,675 (consisting of $59,624,389 revenue and $91,522,064 cost) represent all other Medicare services not included in the annual cost report. Part III, Line 8 The methodology used in determining the reported Medicare Allowable Cost begins with the hospital's general ledger system. The costs are obtained from the general ledger and then adjusted and reported in accordance with Centers for Medicare Services (CMS) "cost finding" guidelines as published in their Provider Reimbursement Manual. Once the Medicare allowable costs are determined from the hospital's cost report, any costs attributed to subsidized health services, and Medical Education, are removed and reported separately. Part III, Line 8 Each Essentia Health hospital is required to file a Medicare cost report 5 months after the close of their fiscal year. The cost report provides Medicare with information that is used to determine utilization and spending trends but also is used to set future payment rates for most Medicare services. If the interim payments paid to a hospital are higher or lower than the filed cost report allowable reimbursement there will be a settlement for that fiscal year. This can be due to changes in utilization or cost of providing services for Critical Access Hospitals (CAH) or differences between interim and final payment factors for Disproportionate Share, Bad Debts, or Indirect Medical Education for non-CAH hospitals. An estimate for these settlements is recorded at the close of the fiscal year. If the estimate varies from the final settlement received 6-7 months after the fiscal year ends then these amounts are recorded as prior year Medicare revenue. Part III, Line 8 Essentia Health Duluth and Essentia Health Virginia are a part of a larger organization, Essentia Health. Essentia Health and its member organizations incorporate the full value of the Medicare shortfall as a community benefit. The rationale for the organization's opinion is providing care for the elderly and serving Medicare patients is an essential part of the community benefit standard. Medicare, like Medicaid, does not pay the full cost of care and it is likely to get worse. Many Medicare beneficiaries are poor and are eligible for Medicaid in addition to Medicare. Medicare underpayment must be shouldered by the hospital in order to continue treating the community's elderly and poor. These underpayments represent a real cost of serving the community. Part III, Line 9b The policies and procedures for internal and external collection practices take into account the extent to which the patient qualifies for the Financial Assistance Policy (FAP) and financial assistance, a patient's good faith effort to apply for a governmental program or for financial assistance from Essentia Health Duluth and Essentia Health Virginia and the patient's good faith effort to comply with his/her payment agreements. Essentia Health Duluth and Essentia Health Virginia offer extended payment plans to eligible patients and will not impose liens on primary residences nor will we report patients to a credit rating agency for outstanding patient bills. Essentia Health Duluth and Essentia Health Virginia will not charge a patient gross amount of charges for any uninsured treatment. Uninsured discounts will be applied to the gross charges prior to any FAP or other discounts. At any time Essentia Health Duluth and Essentia Health Virginia recognize that a patient may be eligible for State or Federal programs, a representative will assist the patient in obtaining information about those programs or provide contact information for those programs. Essentia Health Duluth and Essentia Health Virginia contract with an outside patient advocacy agency, which may provide assistance to the uninsured patient in applying to certain State and Federal programs. At any stage of the patient experience and up through the collection process, the patient may express a concern that they are unable to pay their bill in full or meet the payment plan requirements. At that time, the patient will be given every opportunity to complete and submit an application for financial assistance. Essentia Health Duluth and Essentia Health Virginia train their outside debt collection agencies and attorneys about the Financial Assistance Policy and how a patient may obtain more information about the FAP or submit an application for financial assistance. Essentia |
| Part VI, line 2 | Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any needs assessments reported in Part V, Section B: We assess and respond to the health care needs of the communities we serve through many ways including the following: Marketing research - The Essentia Health Marketing Research Department conducts surveys, focus groups and reviews internal data to better understand the needs and use(s) of our services. This includes access to service areas (e.g. Primary Care), payor information (e.g. Essentia Care) and overall gaps in services. Assessments have resulted in internal changes both in staffing and processes. Population Care Management We use their analysis of multiple populations, one specific example are ACO populations (e.g. St. Louis County employees and their dependents). The analyses done include the identification of patients who have uncontrolled asthma, uncontrolled diabetes, are pre-diabetic or who have depression and results in targeted outreach by the Population Care Team. Targeted outreach has proven to lead to better outcomes for these populations. Patient and Family Advisory Councils - Each month, more than 200 patient and family partners come together to share their insights, experiences, and ideas to help Essentia Health design a health care system that is patient and family centered. They provide high quality, cost-effective, and safe care, which helps patients achieve the best possible health outcomes. Planned interaction with various community health, healthcare and social welfare groups - This includes gathering their perspective on community needs and the role Essentia Health can play in addressing those needs as a collaborative partner. Internal Quality Indicators - They track data that lead to the improved care and treatment of patients with chronic diseases, tobacco use and mental health conditions. This includes patient activity and outcomes, allowing for Essentia Health to better identify the needs of the patients, which can be utilized to assess the overall health of the communities we serve. Health data provided by payor organizations, namely government and commercial health insurers - This health data typically involves medical treatment and outcomes that reflect trends of unhealthy lifestyles and behaviors. Our objective is to understand these relationships and to develop action steps to intervene on the front end to prevent such medical situations from occurring. Human Resources Department Their analysis of current staffing trends aides in providing healthcare access appropriately to the communities we serve. Essentia Institute of Rural Health (EIRH) EIRH provides research of patient data, community data and the outcomes associated with current clinical practices as well as prevention strategies (e.g. falls prevention, diabetes prevention). |
| Part VI, line 3 | Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization's Financial Assistance policy: Essentia Health Duluth and Essentia Health Virginia make information on its Financial Assistance Policy (FAP) readily available to the patient. Information about financial assistance programs is available on the Essentia Health (parent company) website (www.essentiahealth.org) where the Information and application is easily accessible to be viewed, downloaded and printed at no charge to the patient. Notices on the availability of financial assistance are conspicuously posted in emergency room departments. Financial assistance information is available during the pre-admission financial screening, at the time of registration and prior to a hospital discharge. Information about the FAP is in all collection letters and patient statements. FAP information and/or applications is made available to appropriate community health services agencies and other organizations that assist people in need. Essentia Health Duluth and Essentia Health Virginia educate staff members who work closely with patients providing direct patient treatment and who work in admissions, billing and collections, about the existence of the FAP and how a patient may obtain more information. Annual education/awareness of the FAP is provided to ensure all employees with patient contact are aware of the program and how patients can obtain additional information. Clinical and hospital staff who provide direct patient care have knowledge of the FAP and know to direct patients to a Registration Interviewer or Business Office Representative. Registration staff have an understanding of the policy, knowledge of where the related documents are located and where to direct the patient for more information on the FAP. Designated employees (Financial Counselors; Patient Accounts Representatives) have a thorough understanding of the FAP and offer the information on the FAP to those patients who make an inquiry about the program or are determined through a financial screening that the patient may be eligible for this program. Patient advocacy services also inform the patient about the availability of assistance. A request for financial assistance may be made by the patient, a patient's guarantor, a family member, close friend, or associate of the patient, subject to applicable privacy laws. Essentia Health Duluth and Essentia Health Virginia respond to any oral or written requests for more general information on the FAP made by a patient or any interested party. |
| Part VI, line 4 | Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves: Essentia Health Duluth: Essentia Health Duluth is located in Duluth, MN. Essentia Health Duluth is a part of the larger Essentia Health system, which is defined in Part VI, line 6. Essentia Health Duluth operates 1 hospital and 8 clinics that serve the St. Louis County area. The overall community is classified as suburban. Essentia Health Duluth covers a service region of approximately 171,000 people. The service region age distribution is 23% under the age of 18; 61% between the ages of 18 and 65; and 16% over the age of 65. The racial makeup of the service region is 92% Caucasian; 2% Black or African American; 1% Asian; 1% Hispanic; and 4% other, predominantly Native American. The gender split ratio is 51% women and 49% men. The average income for the service area is approximately $49,000. Approximately 9.2% of the population falls below the federal poverty guidelines. Essentia Health Duluth, along with Essentia Health is committed to serve patients regardless of their ability to pay. Approximately 1.0% gross revenue dollars were from self pay patients. In addition, approximately 17.7% of their gross revenue dollars were Medicaid recipients. As mentioned above, Essentia Health Duluth is part of a larger system, Essentia Health. Essentia Health staffs hospitals and clinics in federally-recognized underserved areas and supports the health of its communities through an active outreach program that brings specialists like oncologists, cardiologists, neurologists and others into its smaller communities. This eliminates barriers to care for many patients, particularly those who are elderly, living on low incomes, or are faced with other challenges that make it difficult to travel long distances for care. There are 13 other hospitals outside of the Essentia Health umbrella that service the community. Essentia Health Virginia: Essentia Health Virginia is located in Virginia, MN. Essentia Health Virginia is a part of the larger Essentia Health system, which is defined in Part VI, line 6. Essentia Health Virginia operates 1 hospital, 2 clinics, and a skilled nursing facility that serve northern St. Louis County. The overall community is classified as rural. Essentia Health Virginia covers a service region of approximately 37,000 people. The service region age distribution is 22% under the age of 18; 56% between the ages of 18 and 65; and 22% over the age of 65. The racial makeup of the service region is 95% Caucasian; 1% Black or African American; 1% Hispanic; and 3% other, predominantly Native American. The gender split ratio is 50% women and 50% men. The average income for the service area is approximately $45,000. Essentia Health Virginia, along with Essentia Health is committed to serve patients regardless of their ability to pay. 1.6% gross revenue dollars were from self pay patients. In addition, approximately 15.2% of their gross revenue dollars were Medicaid recipients. As mentioned above, Essentia Health Virginia is part of a larger system, Essentia Health. Essentia Health staffs hospitals and clinics in federally-recognized underserved areas and supports the health of its communities through an active outreach program that brings specialists like oncologists, cardiologists, neurologists and others into its smaller communities. This eliminates barriers to care for many patients, particularly those who are elderly, living on low incomes, or are faced with other challenges that make it difficult to travel long distances for care. There is 1 other hospital outside of the Essentia Health umbrella that services the community. |
| Part VI, line 5 | Provide any other information important to describing how the organizations hospitals or other health care facilities further its exempt purpose by promoting the health of the community: Essentia Health Duluth: Essentia Health Duluth's board of directors is composed of volunteer representatives from the communities it serves. Essentia Health Duluth has an open medical staff, so any qualified physician of the community is allowed to apply. All applicants that apply must meet the credentialing standards and be approved by our governing board in order to come and provide services in our system. In addition, the hospital facility provides on-site clinical experiences for medical students, nurses, therapists, technicians and other healthcare vocations. We reinvest in the organization by acquiring the latest state of the art equipment and by investing in programs that are needed in our community. In addition to the activities listed in Part I, Line 7 as well as Part V, Section B, Line 11, Essentia Health Duluth encouraged the community to get outside and be active through the support of local races and other physical activity centered events. Additionally, the hospital enhanced mental fitness in the community through its support of services that enhance the quality of life for individuals who are aged, chronically ill, or disabled, and their families and caregivers, as well as supported opportunities for youth to enrich their lives through science based activities. Additionally, the hospital helped youth development through contributions to a program that enhances student educational success and safety. The hospital supported activities and programming that works to address the social determinants of health in the neighborhoods of Duluth, including housing, food access, racism, education and healthcare access. Lastly, they engaged communities in coming together and creating social connectivity through support of various local events, fundraisers and outings, many of which involved physical activity and supported businesses that play a major role in the health of the community. Essentia Health Virginia: Essentia Health Virginia's board of directors is composed of volunteer representatives from the communities it serves. Essentia Health Virginia has an open medical staff, so any qualified physician of the community is allowed to apply. All applicants that apply must meet the credentialing standards and be approved by our governing board in order to come and provide services in our system. In addition, the hospital facility provides on-site clinical experiences for medical students, nurses, therapists, technicians and other healthcare vocations. We reinvest in the organization by acquiring the latest state of the art equipment and by investing in programs that are needed in our community. In addition to the activities listed in Part I, Line 7 as well as Part V, Section B, Line 11, Essentia Health Virginia encouraged the community to get outside and be active through the support of two local 5k races. Additionally, the hospital enhanced mental fitness in the community through its support of services that enhance the quality of life for individuals who are aged, chronically ill, or disabled, and their families and caregivers. Additionally, Essentia Health Virginia helped youth development through contributions to a program that enhances student educational success. Lastly, they engaged communities in coming together and creating social connectivity through support of various local events, fundraisers and outings, many of which involved physical activity and supported businesses that play a major role in the health of the community. Essentia Health Duluth and Essentia Health Virginia are a part of Essentia Health, a fully integrated health system with facilities in Minnesota, Wisconsin, North Dakota and Idaho. As a non-profit organization, Essentia Health reinvests surplus revenues into medical training, programs and technology that improve patient care. Essentia provides services predominantly in rural communities and is committed to eliminating geographic barriers to care. We strive to provide high-quality, patient-centered care close to home for the communities we serve. We continue to upgrade facilities and technology, such as MRIs, CT scanners and surgery suites, to ensure patients in rural communities have nearby access to these services. In addition, we have recently completed several major construction projects, which include a new $50 million wing for our Fargo hospital and several rural community clinics. Essentia Health was one of the first Accountable Care Organizations in the country to receive the highest level of accreditation from the National Committee for Quality Assurance (NCQA). As an ACO, Essentia is committed to meeting the Triple Aim of improving care and population health, while reducing the overall costs for patients and society as a whole. The formation of our ACO, along with ongoing management and process improvement, represents a significant investment for Essentia. Since a majority of healthcare costs are directly related to caring for patients who have chronic conditions, Essentia has developed medical homes, which are designed to improve health outcomes for patients, especially those with chronic diseases. Much of this work is not fully reimbursed by state or federal programs. Essentia supports the health of our communities through active research and clinical trials through the Essentia Institute of Rural Health. The Institute conducts clinical, translational and health services research with a primary focus on the needs of rural Americans. Various Essentia Health organizations contributed approximately $4.25 million in support to the Institute during the past year. |
| Part VI, Line 6 | If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served: Essentia Health Duluth and Essentia Health Virginia are a part of Essentia Health, an integrated health system with 16 hospitals, 68 clinics, eight long-term care facilities, two assisted living facilities, five independent living facilities, five ambulance services and one research institute in four states: Minnesota, Wisconsin, North Dakota and Idaho. The health system serves a predominantly rural population whose median incomes generally fall below averages of the states where they live. The presence of our clinics and hospitals ensures that people with few economic resources dont have to drive an hour or more to receive basic (and in some cases life-saving) medical care. In addition to staffing hospitals and clinics in federally recognized underserved areas, we support the health of our communities through an active outreach program that brings specialists like oncologists, cardiologists, neurologists and others into our smaller communities. This eliminates barriers to care for many patients, particularly those who are elderly, living on low incomes, or faced with other challenges that make it difficult to travel long distances for care. Our size and integrated structure allow us to offer patients services often found only in larger urban settings. Services ranging from chemotherapy to congestive heart failure management and hospice are available to patients in many of the rural communities we serve. Essentia Health also supports the health of our rural communities through active research and clinical trials by the Essentia Institute of Rural Health. The Institute conducts clinical, translational and health services research with a primary focus on the needs of rural Americans. Essentia Health is also serving patients through the use of our electronic health record (EHR). The vast majority of Essentias hospitals and clinics are using a fully-integrated EHR for patient care. Technology like the electronic health record and Essentias telehealth program allows health clinicians to share test results and consult with colleagues in real time across great distances. Medical information is no longer lost in the shuffle of paper records an important consideration in a region where patients must often be transferred to a larger Essentia facility for complex surgeries or medical care. Essentia is also actively working with government agencies and insurers to develop innovative and cost-effective approaches to care that will improve health outcomes while reducing overall costs to patients and insurers. This innovation can be found in our use of remote home monitors for patients with congestive heart failure and our focus on using a team-based approach to helping patients manage chronic diseases. Essentia Health is committed to helping patients and their families lead active and fulfilling lives in the small and large communities where they live. We hope to become a model of healthcare delivery, particularly in rural areas, in the years to come. |
| PART VI, LINE 7 | If applicable, identify all states with which the organization, or a related organization, files a community benefit report: Essentia Health Duluth and Essentia Health Virginia file a community benefit report in Minnesota. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (44 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF the Northland | |||||||
| 102 S 29th Ave W 200 | DULUTH | MN | 55816 | 410969947 | 501(C)3 | $17,000 | Program Support |
| DULUTH Area CHAMBER OF COMMERCE | |||||||
| 5 West 1 st Street | DULUTH | MN | 55802 | 410225910 | 501(C)6 | $9,500 | Sponsorship |
| CHURCHES UNITED IN MINISTRY | |||||||
| 102 W 2ND ST | DULUTH | MN | 55802 | 411227969 | 501(C)3 | $35,175 | Program Support |
| COLLEGE OF ST SCHOLASTICA | |||||||
| 1200 KENWOOD AVE | DULUTH | MN | 55811 | 410698301 | 501(C)3 | $49,500 | Program Support |
| DULUTH SUPERIOR SYMPHONY Association | |||||||
| 331 W Superior Street | DULUTH | MN | 55802 | 410760835 | 501(C)3 | $25,000 | Sponsorship |
| FIRST WITNESS Child Abuse RESOURCE CENTER | |||||||
| 4 W 5TH ST | DULUTH | MN | 55806 | 411737291 | 501(C)3 | $18,500 | PROGRAM SUPPORT |
| GRANDMA's Marathon | |||||||
| PO Box 16234 | DULUTH | MN | 55816 | 411573627 | 501(C)3 | $18,500 | Sponsorship |
| KIDS CLOSET of Duluth | |||||||
| 727 Central Avenue | DULUTH | MN | 55807 | 201878745 | 501(c)3 | $8,000 | Program Support |
| MEN AS PEACEMAKERS | |||||||
| 205 W 2ND ST Suite 15 | DULUTH | MN | 55802 | 411841689 | 501(C)3 | $10,185 | Program Support |
| MILLER DWAN FOUNDATION | |||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 237396466 | 501(C)3 | $67,499 | Program Support |
| NORTHERN WATERS PARISH NURSE MINISTRY | |||||||
| 3500 Tower Ave | SUPERIOR | WI | 54880 | 392001278 | 501(C)3 | $8,000 | Program Support |
| NORTHLAND FOUNDATION | |||||||
| 202 W SUPERIOR ST Ste 610 | DULUTH | MN | 55802 | 411554455 | 501(C)3 | $50,000 | Program Support |
| NORTHSHORE INLINE MARATHON | |||||||
| PO BOX 22 | DULUTH | MN | 55802 | 411871361 | 501(C)3 | $6,000 | Sponsorship |
| NORTHWOODS WOMEN INC | |||||||
| PO BOX 88 | ASHLAND | WI | 54806 | 391364912 | 501(C)3 | $8,000 | Program Support |
| PROGRAM FOR AID TO VICTIMS OF SEXUAL ASSAULT INC | |||||||
| 32 E 1ST ST STE 200 | DULUTH | MN | 55802 | 411350021 | 501(C)3 | $20,000 | PROGRAM SUPPORT |
| Range Respite Project Inc | |||||||
| 1309 20th St S | Virginia | MN | 55792 | 411726790 | 501(C)3 | $25,300 | Program Support |
| SECOND HARVEST NORTHERN LAKES FOOD BANK | |||||||
| 4503 AIRPARK BLVD | DULUTH | MN | 55811 | 363479964 | 501(C)3 | $27,500 | Program Support |
| UNITED WAY OF NORTHEASTERN MINNESOTA | |||||||
| 229 W LAKE ST | CHISHOLM | MN | 55719 | 410908454 | 501(C)3 | $20,500 | Program Support |
| CAMEROON HEALTHCARE DEVELOPMENT PROGRAM | |||||||
| 3417 RILEY RD | DULUTH | MN | 55803 | 272513866 | 501(C)3 | $25,000 | Program Support |
| YOUTH FOR CHRIST USA INC | |||||||
| 7670 S VAUGHN CT | ENGLEWOOD | CO | 80155 | 362193619 | 501(c)3 | $20,000 | Program Support |
| CENTER AGAINST SEXUAL & DOMESTIC ABUSE INC | |||||||
| 2231 CATLIN AVE | SUPERIOR | WI | 54880 | 391478768 | 501(c)3 | $45,000 | Program Support |
| DAMIANO CENTER | |||||||
| 206 W 4TH ST | DULUTH | MN | 55806 | 411453521 | 501(c)3 | $34,000 | Program Support |
| LIFE HOUSE inc | |||||||
| 102 W FIRST ST | DULUTH | MN | 55802 | 411704840 | 501(c)3 | $25,000 | Program Support |
| LUTHERAN SOCIAL SERVICE OF MINNESOTA | |||||||
| 2485 COMO AVE | ST PAUL | MN | 55108 | 410872993 | 501(c)3 | $49,995 | Program Support |
| ALS ASSOCIATION MN CHAPTER | |||||||
| 333 WASHINGTON AVE N | MINNEAPOLIS | MN | 55401 | 411756085 | 501(c)3 | $7,500 | Sponsorship |
| ESSENTIA HEALTH FOUNDATION | |||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 271984704 | 501(c)3 | $40,200 | Employee Fund |
| JUST KIDS DENTAL Inc | |||||||
| PO BOX 146 | TWO HARBORS | MN | 55616 | 272311353 | 501(c)3 | $45,000 | Program Support |
| SOAR CAREER SOLUTIONS | |||||||
| 205 W 2ND ST 101 | DULUTH | MN | 55802 | 411449179 | 501(c)3 | $18,000 | Program Support |
| GREATER DOWNTOWN COUNCIL | |||||||
| 5 WEST 1ST ST | DULUTH | MN | 55802 | 411467228 | 501(c)6 | $7,765 | Sponsorship |
| ASHLAND AREA CHAMBER OF COMMERCE | |||||||
| PO BOX 746 | ASHLAND | WI | 54806 | 390137565 | 501(c)3 | $10,000 | Sponsorship |
| REGENTS OF THE UNIVERSITY OF MINNESOTA | |||||||
| UNIVERSITY AVE SE SUITE 111 | MPLS | MN | 55414 | 416007513 | 170(C)1 | $76,300 | Sponsorship |
| ONE ROOF COMMUNITY HOUSING | |||||||
| 12 EasT 4TH STREET | DULUTH | MN | 55805 | 411678328 | 501(C)3 | $50,000 | Program Support |
| DULUTH LOCAL INITIATIVES SUPPORT CORP | |||||||
| 202 W SUPERIOR STREET | DULUTH | MN | 55802 | 133030229 | 501(C)3 | $35,000 | PROGRAM SUPPORT |
| HARTLEY NATURE CENTER | |||||||
| 3001 WOODLAND AVE | DULUTH | MN | 55803 | 363507636 | 501(C)3 | $7,000 | Program Support |
| YMCA of Duluth | |||||||
| 32 East First St Ste 202 | Duluth | MN | 55802 | 410696493 | 501(c)3 | $6,000 | Program Support |
| Bentleyville Tour of Lights Inc | |||||||
| 4313 Haines Rd | Duluth | MN | 55811 | 263787799 | 501(c)3 | $12,500 | Sponsorship |
| Big Top Chautauqua | |||||||
| 101 West Bayfield St | Washburn | WI | 54891 | 391548887 | 501(c)3 | $7,500 | Sponsorship |
| Eldercircle | |||||||
| 1105 NW 4th St | Grand Rapids | MN | 55744 | 411994691 | 501(c)3 | $6,000 | Program Support |
| Faith United Methodist Church | |||||||
| 1531 Hughitt Ave | Superior | WI | 54880 | 391840533 | 501(c)3 | $8,200 | Program Support |
| Gloria Dei Lutheran Church | |||||||
| 219 N 6th Ave E | Duluth | MN | 55805 | 410718322 | 501(c)3 | $22,000 | Program Support |
| Duluth Public Schools ISD 709 | |||||||
| 215 N 1st Ave E | Duluth | MN | 55802 | 416003776 | 509(a)1 | $21,000 | Program Support |
| Meyers-Wilkins Community School Collaborative | |||||||
| 1027 N 8th Ave E | Duluth | MN | 55805 | 412002724 | 501(c)3 | $25,000 | Program Support |
| Minnesota Ballet | |||||||
| 301 W 1st St 800 | Duluth | MN | 55802 | 416055588 | 501(c)3 | $8,000 | Sponsorship |
| Northwoods Care Partners | |||||||
| 328 W conan St | ELy | MN | 55731 | 412016401 | 501(c)3 | $5,250 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 40 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Scholarships | 5 | $4,000 | |||
| Toys for Outpatient Surgery Patients | 990 | $3,649 | FMV | Toys | |
| Hats/Turbans for Oncology Patients | 405 | $2,000 | FMV | Clothing | |
| Misc. Toiletries for Adult Behav. Health Patients | 400 | $800 | FMV | Personal Care Items | |
| Blankets for Adolescent Patients | 22 | $117 | FMV | Blankets |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 | PROCEDURES FOR MONITORING USE OF GRANT FUNDS: Essentia Health Duluth provides grant monies to organizations that demonstrate the mission or values of Essentia Health. The Board approves grant monies to community organizations that make a healthy difference in the Northland. The Board also approves grants for healthcare initiatives that make a positive difference in the lives of patients in the area it serves. The Board is provided an annual report of the use of funds. Grant recipients are required to provide a written report for grants over $5,000. Essentia Health Miller Dwan Medical Center Auxiliary provides scholarships to individuals in the medical field. Scholarship winners are selected by the auxiliary scholarship committee based on financial needs, grade point average, and volunteerism. In addition, students have to be accepted into their major/program, I.E. medical school, nursing program, physical therapy program, etc. Essentia Health Virginia's Volunteer Service Organization (VSO) provides three $500 scholarships. Scholarship winners are selected by the VSO scholarship committee based on grade point average and volunteerism. In addition, students' chosen course of study must be in a health related field, the applicant shall be a senior graduating from High School in the area, and the applicant must have an accumulated grade point average not below 3.0. Eligibility and criteria are set and approved by the 3 Auxiliary board of directors for toys, clothing, personal care items, and blankets donated to patients. All managers are expected to keep receipts for items purchased with grant funds and send copies back to the Auxiliary for filing. All grants are approved by one of the 3 Auxiliary board of directors prior to purchase. The funds are then distributed to the department managing the program, or directly to the vendor. |
| Schedule I, Part III, Line 4, Column B | The number of recipients was estimated by assuming a value of $2 per item with each patient receiveing one item. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (30 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT NORMAN | ||||||||||||||
| Former CFO | $0 | $450,493 | $0 | $160,246 | $0 | $53,849 | $0 | $69,720 | $0 | $22,463 | $0 | $756,771 | $0 | $50,165 |
| THOMAS PATNOE MD | ||||||||||||||
| President & CMO thru 4/12 | $0 | $533,640 | $0 | $0 | $0 | $1,943 | $0 | $21,193 | $0 | $32,770 | $0 | $589,546 | $0 | $0 |
| MICHAEL METCALF | ||||||||||||||
| EVP CLINICAL OPS Thru 10/14 | $317,128 | $0 | $117,000 | $0 | $380,069 | $0 | $41,970 | $0 | $22,528 | $0 | $878,695 | $0 | $303,415 | $0 |
| ANN WATKINS | ||||||||||||||
| VP SURGICAL SRVCS Thru 10/14 | $151,191 | $0 | $29,370 | $0 | $56,190 | $0 | $18,341 | $0 | $20,589 | $0 | $275,681 | $0 | $9,714 | $0 |
| THOMAS KAISER MD | ||||||||||||||
| CLINICAL CHIEF | $0 | $381,728 | $0 | $0 | $0 | $7,849 | $0 | $21,177 | $0 | $24,958 | $0 | $435,712 | $0 | $0 |
| TIMOTHY ZAGER MD | ||||||||||||||
| DULUTH CLINIC PRES Thru 1/15 | $355,221 | $0 | $108,150 | $0 | $5,604 | $0 | $53,682 | $0 | $24,353 | $0 | $547,010 | $0 | $0 | $0 |
| Scott Johnson MD | ||||||||||||||
| Clinical Chief | $0 | $626,982 | $0 | $0 | $0 | $3,165 | $0 | $21,294 | $0 | $31,969 | $0 | $683,410 | $0 | $0 |
| Joseph Bianco MD | ||||||||||||||
| Board Secretary | $0 | $321,655 | $0 | $0 | $0 | $1,307 | $0 | $21,030 | $0 | $30,981 | $0 | $374,973 | $0 | $0 |
| DANIEL NIKCEVICH MD | ||||||||||||||
| BOARD DIRECTOR | $626,034 | $0 | $197,281 | $0 | $4,182 | $0 | $97,571 | $0 | $29,546 | $0 | $954,614 | $0 | $0 | $0 |
| BARBARA WESSBERG | ||||||||||||||
| ADMINISTRATOR Thru 4/15 | $184,550 | $0 | $27,525 | $0 | $5,198 | $0 | $19,065 | $0 | $4,174 | $0 | $240,512 | $0 | $3,600 | $0 |
| THERESA GUNNARSON MD | ||||||||||||||
| CLINICAL CHIEF | $0 | $618,266 | $0 | $0 | $0 | $1,111 | $0 | $21,236 | $0 | $22,900 | $0 | $663,513 | $0 | $0 |
| JUSTIN HILL MD | ||||||||||||||
| Clinical Chief | $0 | $717,847 | $0 | $0 | $0 | $739 | $0 | $21,234 | $0 | $22,399 | $0 | $762,219 | $0 | $0 |
| BRAD DAVIS MD | ||||||||||||||
| SECTION CHAIR | $0 | $475,898 | $0 | $0 | $0 | $1,290 | $0 | $21,072 | $0 | $31,550 | $0 | $529,810 | $0 | $0 |
| HARVEY ANDERSON | ||||||||||||||
| VICE PRESIDENT FACILITIES | $181,846 | $0 | $27,930 | $0 | $22,821 | $0 | $25,071 | $0 | $19,297 | $0 | $276,965 | $0 | $1,964 | $0 |
| SANDRA MCCARTHY | ||||||||||||||
| CHIEF NURSING OFF Thru 2/15 | $307,864 | $0 | $93,000 | $0 | $4,541 | $0 | $43,517 | $0 | $12,010 | $0 | $460,932 | $0 | $0 | $0 |
| BRIAN KONOWALCHUK MD | ||||||||||||||
| CLINICAL CHIEF | $0 | $522,215 | $0 | $0 | $0 | $489 | $0 | $15,958 | $0 | $19,502 | $0 | $558,164 | $0 | $0 |
| JEFFREY LYON MD | ||||||||||||||
| Chief Patient Safety Officer | $0 | $308,464 | $0 | $0 | $0 | $1,320 | $0 | $21,022 | $0 | $24,761 | $0 | $355,567 | $0 | $0 |
| VINCENT OHAJU MD | ||||||||||||||
| CLINICAL CHIEF | $0 | $431,843 | $0 | $0 | $0 | $1,699 | $0 | $21,237 | $0 | $29,527 | $0 | $484,306 | $0 | $0 |
| ANNE STEPHEN MD | ||||||||||||||
| CLINICAL CHIEF | $0 | $283,899 | $0 | $0 | $0 | $1,226 | $0 | $21,000 | $0 | $28,775 | $0 | $334,900 | $0 | $0 |
| HUGH RENIER MD | ||||||||||||||
| VP MEDICAL AFFAIRS | $0 | $306,934 | $0 | $46,155 | $0 | $4,599 | $0 | $54,824 | $0 | $29,968 | $0 | $442,480 | $0 | $0 |
| Michael Maddy MD | ||||||||||||||
| Board Director | $0 | $334,617 | $0 | $0 | $0 | $1,314 | $0 | $20,978 | $0 | $21,707 | $0 | $378,616 | $0 | $0 |
| Laura Trombino MD | ||||||||||||||
| Board Director | $0 | $428,785 | $0 | $0 | $0 | $2,048 | $0 | $21,060 | $0 | $30,691 | $0 | $482,584 | $0 | $0 |
| Kevin Boren | ||||||||||||||
| Chief Financial Officer | $288,767 | $0 | $33,625 | $0 | $9,859 | $0 | $51,311 | $0 | $29,240 | $0 | $412,802 | $0 | $0 | $0 |
| James Garvey | ||||||||||||||
| EVP Hospital Ops & SMMC Admin | $368,560 | $0 | $136,000 | $0 | $5,547 | $0 | $52,165 | $0 | $18,417 | $0 | $580,689 | $0 | $0 | $0 |
| Daniel Milbridge | ||||||||||||||
| Regional Administrator | $238,784 | $0 | $24,200 | $0 | $533 | $0 | $13,000 | $0 | $26,485 | $0 | $303,002 | $0 | $0 | $0 |
| Steven Jorgensen | ||||||||||||||
| Administrator | $328,407 | $0 | $23,683 | $0 | $4,202 | $0 | $50,849 | $0 | $18,741 | $0 | $425,882 | $0 | $0 | $0 |
| Cynthia Baker | ||||||||||||||
| VP Med Specialties thru 10/14 | $0 | $154,113 | $0 | $28,110 | $0 | $25,426 | $0 | $18,818 | $0 | $30,473 | $0 | $256,940 | $0 | $0 |
| Michael Motley | ||||||||||||||
| Ops Admin-Neurosciences Div | $193,540 | $0 | $30,240 | $0 | $5,726 | $0 | $26,280 | $0 | $28,808 | $0 | $284,594 | $0 | $0 | $0 |
| Erik Julsrud | ||||||||||||||
| Manager Medical Physics | $190,663 | $0 | $0 | $0 | $177 | $0 | $9,887 | $0 | $26,950 | $0 | $227,677 | $0 | $0 | $0 |
| Bruce Libey | ||||||||||||||
| Physicist - Medical | $167,015 | $0 | $0 | $0 | $344 | $0 | $8,597 | $0 | $27,232 | $0 | $203,188 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I Line 1 | Benefits provided: During tax year 2014, as a new employee relocating from another area, officer, Kevin Boren, received a housing allowance. This benefit was treated as taxable compensation to him. During tax year 2014, charter travel was used by one key employee and one former key employee, who serve as practicing physicians for Essentia Health Duluth, for outreach travel between clinic locations. Many of Essentia Health East's organizations are located in rural areas which do not have direct commercial flights available. Charter travel ensures efficient use of Essentia Health Duluth's employees' time. The use of charter travel is not treated as taxable compensation to these individuals as all travel was business related. |
| Schedule J, Part I, Line 3 | Establishing CEO's compensation: ESSENTIA HEALTH DULUTH RELIED ON ESSENTIA HEALTH'S, RELATED ORGANIZATION OF ESSENTIA HEALTH DULUTH, METHODS FOR ESTABLISHING ESSENTIA HEALTH DULUTH'S ADMINISTRATOR'S COMPENSATION: A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| Schedule J, Part I, Line 4a | Severance payment: Current key employee, Michael Metcalf, received payment totaling $71,614 in tax year 2014 related to his termination. The termination terms are from October 10, 2014 to April 9, 2016. Mr. Metcalf will receive pay totaling $585,000 & benefits totaling $62,026 related to his termination. Current key employee, Ann Watkins, received payment totaling $30,125 in tax year 2014 related to her termination. The termination terms are from October 19, 2014 to October 19, 2015. Ms. Watkins will receive pay totaling $195,811 & benefits totaling $25,688 related to her termination. Current key employee, Cynthia Baker, received payment totaling $9,888 in tax year 2014 related to her termination. The termination terms are from October 14, 2014 to October 13, 2015. Ms. Baker will receive pay totaling $58,427 & benefits totaling $5,395 related to her termination. Other individuals listed as Formers in Form 990, Part VII, Section A, Line 1a remain employed within Essentia Health and its subsidiaries and are not receiving a termination payment. |
| Schedule J, Part I, Line 4b | Supplemental nonqualified retirement plan: Essentia Healths nonqualified retirement plan is offered to designated Essentia Health executives. There is a minimum two year vesting date, or vesting is automatic upon reaching retirement age, death, disability or involuntary termination without cause. Benefits are subject to income taxes upon vesting and payable from Essentia Healths general assets. Reported as Other Reportable Compensation in Schedule J, Part II, Column B (iii), the following individuals listed in Form 990, Part VII, Section A, Line 1a received payment of the vested benefit from the supplemental nonqualified retirement plan during the year: Barbara Wessberg $ 3,600 Michael Metcalf $303,415 Ann Watkins $ 9,714 Harvey Anderson $ 1,964 Robert Norman $ 50,165 Reported as Retirement and Other Deferred Compensation in Schedule J, Part II, Column C, Essentia Health made contributions, subject to the vesting terms, during the year into the supplemental nonqualified retirement plan on behalf of the following individuals listed in Form 990, Part VII, Section A, Line 1a: Daniel Nikcevich, MD $ 82,168 Barbara Wessberg $ 5,538 Kevin Boren $ 51,311 Steven Jorgensen $ 50,849 Michael Metcalf $ 16,070 Timothy Zager, MD $ 38,611 Sandra McCarthy $ 28,797 Hugh Renier, MD $ 29,905 James Garvey $ 40,176 Harvey Anderson $ 4,629 Michael Motley $ 5,313 Robert Norman $ 54,120 |
| Schedule J, Part I, Line 8 | Initial contract exception: Essentia Health Duluth's Chief Operating Officer, Steven Jorgensen, received compensation during the year under an initial employment agreement subject to the initial contract exception. Through the Essentia Health Executive Compensation Committee, this compensation arrangement was reviewed and approved by independent persons using comparability data and deliberations and decisions were documented. Essentia Health Duluth's Chief Financial Officer, Kevin Boren, received compensation during the year under an initial employment agreement subject to the initial contract exception. Through the Essentia Health East Region Executive Compensation Committee, this compensation arrangement was reviewed and approved by independent persons using comparability data and deliberations and decisions were documented. Essentia Health Duluth's Operations Administrator - Neurosciences Division, Michael Motley, received compensation during the year under an initial employment agreement subject to the initial contract exception. Through an authorized body of the organization, this compensation arrangement was reviewed and approved by independent persons using comparability data and the basis for determination was documented. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Sheri Mattson | |||
| Related to Sherry Mattson | $47,123 | See Part V | false |
| Sarah Johnson | |||
| Related to Scott Johnson | $84,427 | See Part V | false |
| Dani Raze | |||
| Related to Joseph Leoni | $30,143 | See Part V | false |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule L, Part IV, Column D, Lines 1 & 3 | Description of transaction: Compensation of family member of board director |
| Schedule L, Part IV, Column D, Line 2 | Description of transaction: Compensation of family member of key employee |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4 | Program service accomplishments: SMDC Medical Center dba Essentia Health Duluth is organized and operated exclusively for charitable, scientific, and educational purposes. In furtherance of its purposes, Essentia Health Duluth provides health care services in Minnesota through its 160 bed hospital and 6 clinics. The hospital offers a broad range of inpatient and outpatient services for its patients, including medical surgical care, behavioral health, rehabilitation, orthopedics, neuroscience, digestive health, family and pediatrics services, and heart and vascular services. In accordance with the Federal Emergency Medical Treatment and Active Labor Act, any person who presents at the hospital seeking treatment of an emergency medical condition is given a medical screening and necessary stabilizing treatment regardless of the person's ability to pay. In addition to the hospital and clinics, Essentia Health Duluth also operates pharmacies, optical centers, infusion therapy centers, outpatient surgery centers, Amberwing, and a cancer center. Essentia Health Duluth's Amberwing provides caring for children, teens, young adults and families struggling to cope with mental health and substance use problems. Beyond its clinical services, Essentia Health Duluth also offers educational programs for the community, such as parenting classes and child safety programs such as bicycle helmet fitting, bicycle safety, and pedestrian safety. Essentia Health Duluth also participates in continuing education programs for health care professionals. Essentia Health Duluth employs over 2,000 full time equivalents. The hospital provided for over 26,800 hospital patient days and over 38,400 outpatient visits during the fiscal year ended June 30, 2015. The clinics had over 494,000 encounters during the same time period. Essentia Health Duluth provided over $2,464,000 in charity care as well as an additional $29,264,000 of costs incurred in excess of Medicaid payments received during the fiscal year ended June 30, 2015. Further community benefits provided during the fiscal year include community services of over $106,000, cash and in-kind donations of over $216,000 and continuing education programs for health care professionals of over $253,000. Essentia Health Duluth is the sole member of Essentia Health Virginia LLC. Essentia Health Virginia LLC is organized exclusively for charitable, scientific, and educational purposes. In furtherance of its purposes, Essentia Health Virginia LLC provides health care services in Minnesota through its 83 bed hospital and 90 bed skilled nursing facility. The hospital offers a broad range of inpatient and outpatient services for its patients, including medical surgical care, rehabilitation, orthopedics, diabetes care, sleep lab, family and pediatric services, and heart and vascular services. In accordance with the Federal Emergency Medical Treatment and Active Labor Act, any person who presents at the hospital seeking treatment of an emergency medical condition is given a medical screening and necessary stabilizing treatment regardless of the person's ability to pay. The clinic offers a broad range of outpatient services for its patients, including family practice, obstetrics and gynecology, cancer center, orthopedics, digestive health, family, pediatrics services, weight management, and heart and vascular services. Essentia Health Virginia LLC employs over 490 full time equivalents. The hospital provided for over 5,900 patient days and over 12,700 emergency visits during the fiscal year ended June 30, 2015. The clinic had over 72,100 encounters during the same time period and the skilled nursing facility provided over 28,600 resident days. Essentia Health Virginia LLC provided over $427,000 in charity care as well as an additional $6,405,000 of costs incurred in excess of Medicaid payments received during the fiscal year ended June 30, 2015. Further community benefits provided during the fiscal year include community services of over $23,000 and continuing education programs for health care professionals of over $98,000. |
| Form 990, Part V, Line 1A | 1099 Reporting: VENDOR PAYMENTS AND FORM 1099'S WERE PROCESSED THROUGH ESSENTIA HEALTH ON BEHALF OF CERTAIN LEGAL ENTITIES COMPRISING ESSENTIA HEALTH SYSTEM. ESSENTIA HEALTH VIRGINIA, LLC, DISREGARDED ENTITY OF ESSENTIA HEALTH DULUTH, PROCESSED CERTAIN VENDOR PAYMENTS AND FORM 1099'S. THE NUMBER ON PART V, LINE 1A REPRESENTS THESE PAYMENTS. |
| Form 990, Part V, Line 1C | NO GAMING (GAMBLING) WINNINGS |
| Form 990, Part VI, Line 6 | Members of Organization: MEMBER, ESSENTIA HEALTH EAST, MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY AS DESCRIBED IN SCHEDULE O PART VI LINE 7A. MEMBERS, ESSENTIA HEALTH AND ESSENTIA HEALTH EAST, HAVE RESERVED POWERS WITH RESPECT TO ESSENTIA HEALTH DULUTH AS DESCRIBED IN SCHEDULE O PART VI LINE 7B. |
| Form 990, Part VI, Line 7A | Members with right to elect governing body: ESSENTIA HEALTH EAST APPOINTS AND REMOVES ESSENTIA HEALTH DULUTH'S GOVERNING BODY. |
| Form 990, Part VI, Line 7B | MEMBER WITH RIGHT TO APPROVE GOVERNING BODY DECISION: ESSENTIA HEALTH DULUTH IS A SUBSIDIARY OF ESSENTIA HEALTH, WHOSE BOARD OF DIRECTORS HAS RESERVED POWERS WITH RESPECT TO THIS CORPORATION AND ITS SUBSIDIARIES, AND ALL OF THE OTHER DIRECT AND INDIRECT SUBSIDIARIES OF ESSENTIA HEALTH (COLLECTIVELY, THE "SYSTEM"). ESSENTIA HEALTH'S RESERVED POWERS ARE AS FOLLOWS: STRATEGIC AND BUSINESS PLANS. AUTHORITY TO CREATE, AND TO APPROVE, THE SYSTEM'S STRATEGIC AND BUSINESS PLANS. MISSION. AUTHORITY TO CREATE, AND TO APPROVE, THE MISSION, PURPOSE AND VISION STATEMENTS FOR ALL ENTITIES IN THE SYSTEM BY THE AFFIRMATIVE VOTE OF AT LEAST 67% OF THE ESSENTIA HEALTH BOARD OF DIRECTORS. DEBT. APPROVAL OF THE INCURRENCE OF DEBT BY, AND THE CREATION OF ALL MORTGAGES, LIENS, SECURITY INTERESTS, OR OTHER ENCUMBRANCES ON THE ASSETS OF, ALL ENTITIES IN THE SYSTEM IN EXCESS OF THE SINGLE OR ANNUAL AGGREGATE DOLLAR LIMITS PRESCRIBED IN WRITING BY THE ESSENTIA HEALTH BOARD OF DIRECTORS, AND THE AUTHORITY TO CAUSE ALL ENTITIES IN THE SYSTEM TO PARTICIPATE IN SYSTEM BORROWING. GOVERNING INSTRUMENTS. AUTHORITY TO CAUSE, AND TO APPROVE, AMENDMENTS OF THE ARTICLES OF INCORPORATION AND BYLAWS OF ALL ENTITIES IN THE SYSTEM. MERGERS AND ACQUISITIONS. AUTHORITY TO CAUSE, AND TO APPROVE, ALL MERGERS, CONSOLIDATIONS, AND DISSOLUTIONS OF ALL ENTITIES IN THE SYSTEM. AFFILIATIONS AND JOINT VENTURES. AUTHORITY TO CAUSE, AND TO APPROVE, ALL AFFILIATIONS, JOINT VENTURES AND OTHER ALLIANCES WITH THIRD PARTIES OF ALL ENTITIES IN THE SYSTEM. TRANSFER OF ASSETS WITHIN THE SYSTEM. AUTHORITY TO TRANSFER ASSETS, INCLUDING CASH, BETWEEN AND AMONG ENTITIES WITHIN THE SYSTEM; PROVIDED, HOWEVER, THAT ESSENTIA HEALTH SHALL NOT HAVE AUTHORITY TO REQUIRE ANY ENTITY IN THE SYSTEM TO TRANSFER ASSETS (A) THAT WOULD CAUSE SUCH ENTITY TO BE IN DEFAULT OF ITS COVENANTS OR OBLIGATIONS UNDER ANY BOND OR OTHER FINANCING DOCUMENTS; (B) FROM THE CATHOLIC ENTITIES TO THE SECULAR ENTITIES OR FROM THE SECULAR ENTITIES TO THE CATHOLIC ENTITIES IN A MANNER OR TO AN EXTENT THAT WOULD CAUSE THE CATHOLIC ENTITIES TO BE IN VIOLATION OF THE ETHICAL AND RELIGIOUS DIRECTIVES FOR CATHOLIC HEALTH CARE SERVICES (ERDS) IN THE JUDGMENT OF THE LOCAL ORDINARY; OR (C) SUCH THAT MONEY GENERATED BY SERVICES AT SECULAR FACILITIES WITHIN THE SYSTEM BY PROCEDURES THAT ARE CONTRARY TO THE ERDS WOULD BE USED AT THE CATHOLIC ENTITIES OR MONEY GENERATED BY CATHOLIC ENTITIES WOULD BE USED IN THE PROVIDING OF SERVICES CONTRARY TO THE ERDS AT SECULAR FACILITIES WITHIN THE SYSTEM. TRANSFER OF ASSETS OUTSIDE THE SYSTEM. AUTHORITY TO CAUSE, AND TO APPROVE, THE SALE, LEASE OR OTHER TRANSFER OF ASSETS OF ALL ENTITIES IN THE SYSTEM TO PARTIES OUTSIDE OF THE SYSTEM WHEN THE ASSET'S VALUE EXCEEDS THE SINGLE OR ANNUAL AGGREGATE DOLLAR LIMITS PRESCRIBED IN WRITING BY THE ESSENTIA HEALTH BOARD OF DIRECTORS. SERVICES. AUTHORITY TO CAUSE, AND TO APPROVE, THE ADDITION OF NEW SERVICES AND SERVICE LOCATIONS AND THE DISCONTINUANCE OF SERVICES AND SERVICE LOCATIONS WITHIN ALL ENTITIES IN THE SYSTEM. BUDGETS. APPROVAL OF CAPITAL AND OPERATING BUDGETS OF ALL ENTITIES IN THE SYSTEM. PROFESSIONAL SERVICES. SELECTION OF THE GENERAL LEGAL COUNSEL AND EXTERNAL AUDITORS OF ALL ENTITIES IN THE SYSTEM. APPROVAL OF PARENT BOARDS. APPROVAL OF THE ELECTION AND REMOVAL, WITH OR WITHOUT CAUSE, OF 100% OF THE CAG AND SMDC BOARDS OF DIRECTORS (WHO SHALL BE ELECTED BY THE METHODS SET FORTH IN THE CAG AND SMDC GOVERNING DOCUMENTS, RESPECTIVELY, SUBJECT TO ESSENTIA'S APPROVAL). ACQUISITIONS. AUTHORITY TO CAUSE, AND TO APPROVE, ALL ACQUISITIONS BY AND FORMATIONS OF ENTITIES IN THE SYSTEM. MARKETING. AUTHORITY TO IMPLEMENT SYSTEM-WIDE MARKETING AND PROMOTIONAL ACTIVITIES. COMPLIANCE PLANS. AUTHORITY TO CREATE, AND TO APPROVE, CORPORATE COMPLIANCE, SAFETY AND RISK MANAGEMENT PLANS FOR ENTITIES WITHIN THE SYSTEM. QUALITY PLAN. AUTHORITY TO CREATE, AND TO APPROVE, THE SYSTEM'S QUALITY PLAN. NON-BUDGETED PURCHASES. APPROVAL OF NON-BUDGETED CAPITAL PURCHASES AND LEASES IN EXCESS OF THE SINGLE OR ANNUAL AGGREGATE DOLLAR LIMITS PRESCRIBED IN WRITING BY ESSENTIA HEALTH FOR ENTITIES WITHIN THE SYSTEM. HUMAN RESOURCES. AUTHORITY TO CREATE HUMAN RESOURCE POLICIES AND PROCEDURES WITHIN THE SYSTEM. RESERVED POWERS. AUTHORITY TO CREATE ADDITIONAL ESSENTIA HEALTH RESERVED POWERS BY THE AFFIRMATIVE VOTE OF AT LEAST 80% OF THE ESSENTIA HEALTH BOARD OF DIRECTORS (EXCLUDING THE ESSENTIA HEALTH CEO); PROVIDED, HOWEVER, THAT ANY ADDITIONAL ESSENTIA HEALTH RESERVED POWERS SHALL NOT CONTRAVENE OR HINDER THE RESERVED POWERS OF BENEDICTINE SISTERS BENEVOLENT ASSOCIATION. |
| Form 990, Part VI, Line 7B Continued | ESSENTIA HEALTH EAST ALSO HAS CERTAIN RESERVED POWERS OVER ALL EAST FACILITIES WITHIN ESSENTIA HEALTH. ESSENTIA HEALTH EAST'S RESERVED POWERS ARE AS FOLLOWS: QUALITY, SAFETY AND SERVICE. AUTHORITY TO RECOMMEND QUALITY AND SAFETY INITIATIVES AND TO REVIEW AND EXECUTE APPROVED QUALITY AND SAFETY PLANS FOR THE EAST REGION. MISSION, VISION AND VALUES. AUTHORITY TO CREATE A MISSION AND A VISION THAT SUPPORT THE MISSION AND VISION OF ESSENTIA HEALTH; RESPONSIBILITY TO OVERSEE THE MISSION PERFORMANCE, INCLUDING CHARITY CARE, OF ALL FACILITIES WITHIN THE EAST REGION; RESPONSIBILITY TO ADOPT THE VALUES OF ESSENTIA HEALTH. OPERATING AND FINANCIAL PERFORMANCE. RESPONSIBILITY TO OVERSEE THE OPERATING AND FINANCIAL PERFORMANCE OF THE EAST REGION. DEVELOPMENT OF BUDGETS, STRATEGIC PLANS AND STRATEGY MAP. AUTHORITY TO DEVELOP AND RECOMMEND, BASED ON ESSENTIA HEALTH TARGETS, CAPITAL AND OPERATING BUDGETS FOR THE EAST REGION AND ITS FACILITIES; AUTHORITY TO RECOMMEND, WITHIN THE ESSENTIA HEALTH CONTEXT, REGIONAL AND LOCAL STRATEGIC PLANS FOR THE EAST REGION; AUTHORITY TO DEVELOP EAST REGION GOVERNANCE STRATEGY MAP AND BALANCED SCORECARD WITHIN ESSENTIA HEALTH'S SYSTEM STRATEGY TO MEET SYSTEM GOALS. EXECUTION OF APPROVED BUDGETS AND STRATEGIC PLANS. RESPONSIBILITY TO EXECUTE THE APPROVED CAPITAL AND OPERATING BUDGETS AND STRATEGIC AND BUSINESS PLANS FOR THE EAST REGION. NON-BUDGETED EXPENDITURES. AUTHORITY TO APPROVE NON BUDGETED CAPITAL PURCHASES AND LEASES FOR EAST REGION FACILITIES WITHIN DOLLAR LIMITS DEFINED BY ESSENTIA HEALTH. ACCREDITATION AND LICENSURE. RESPONSIBILITY TO OVERSEE ACCREDITATION AND LICENSURE COMPLIANCE FOR THE FACILITIES OF THE EAST REGION. AFFILIATIONS, ACQUISITIONS AND JOINT VENTURES. AUTHORITY TO RECOMMEND PROPOSED AFFILIATIONS, ACQUISITIONS, JOINT VENTURES AND OTHER ALLIANCES; RESPONSIBILITY TO OVERSEE NEGOTIATION AND IMPLEMENTATION OF APPROVED ACQUISITIONS AND OPERATION OF ALL APPROVED AFFILIATIONS, JOINT VENTURES AND OTHER ALLIANCES WITH THIRD PARTIES WITHIN THE EAST REGION. APPOINTMENT OF DIRECTORS. AUTHORITY TO APPOINT OR ELECT DIRECTORS OF THE DIRECT SUBSIDIARIES, AND TO REMOVE SUCH DIRECTORS, WITH OR WITHOUT CAUSE. PRESIDENT. AUTHORITY TO ADVISE THE CEO OF ESSENTIA HEALTH REGARDING THE APPOINTMENT, REMOVAL AND PERIODIC EVALUATION OF THE PRESIDENT OF SMDC. SATISFACTION. RESPONSIBILITY TO EXECUTE, EVALUATE AND OVERSEE PATIENT, FAMILY AND CUSTOMER SATISFACTION WITH RESPECT TO SERVICES PROVIDED WITHIN THE EAST REGION AND TO ENSURE ESTABLISHED GOALS ARE MET. JOB SATISFACTION. RESPONSIBILITY TO OVERSEE JOB SATISFACTION AND STAFF MORALE WITHIN THE EAST REGION FACILITIES. HUMAN RESOURCES. RESPONSIBILITY TO OVERSEE IMPLEMENTATION OF ESSENTIA HEALTH HUMAN RESOURCE POLICIES AND PROCEDURES THROUGHOUT THE EAST REGION. COMPLIANCE. RESPONSIBILITY TO EXECUTE THE APPROVED ESSENTIA HEALTH CORPORATE COMPLIANCE AND RISK MANAGEMENT PLANS FOR THE EAST REGION. CREDENTIALING. RESPONSIBILITY TO PERFORM MEDICAL STAFF CREDENTIALING FOR THE EAST REGION FACILITIES. NOMINATIONS. AUTHORITY TO NOMINATE PERSONS FOR APPOINTMENT TO THE SMDC BOARD OF DIRECTORS BY BENEDICTINE SISTERS BENEVOLENT ASSOCIATION AND ESSENTIA HEALTH. AMENDMENTS. AUTHORITY TO SUGGEST PROPOSED AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THIS CORPORATION, THE DIRECT SUBSIDIARIES, AND ANY SUBSIDIARIES THEREOF. COMPENSATION PLANS. RESPONSIBILITY TO REVIEW AND APPROVE COMPENSATION OF EAST REGION EXECUTIVES AND PHYSICIANS FOR REASONABLENESS AND CONSISTENCY WITH THE LAW AND ESSENTIA HEALTH'S COMPENSATION PHILOSOPHY. PRESIDENT/CHIEF MEDICAL OFFICER. BY ACTION OF THE PRESIDENT OF THIS CORPORATION, AUTHORITY TO APPOINT AND REMOVE, WITH OR WITHOUT CAUSE, THE PRESIDENT/CHIEF MEDICAL OFFICER OF ANY OF THE DIRECT SUBSIDIARIES. PUBLIC POLICY. RESPONSIBILITY TO SUPPORT ESSENTIA HEALTH PUBLIC POLICY AND ADVOCACY PLANS. MARKETING. RESPONSIBILITY TO COORDINATE REGIONAL MARKETING AND PROMOTIONAL ACTIVITIES CONSISTENT WITH ESSENTIA HEALTH MARKETING PLANS. PHILANTHROPY. RESPONSIBILITY TO COORDINATE PHILANTHROPY WITHIN THE EAST REGION CONSISTENT WITH ESSENTIA HEALTH FOUNDATION POLICIES. PROFESSIONAL SERVICES. RESPONSIBILITY TO OVERSEE EAST REGION MANAGEMENT'S COOPERATION WITH EXTERNAL AUDITORS AND GENERAL LEGAL COUNSEL SELECTED BY ESSENTIA HEALTH AND COORDINATION OF LEGAL SERVICES THROUGH THE ESSENTIA HEALTH OFFICE OF GENERAL COUNSEL. CATHOLIC FACILITIES. RESPONSIBILITY TO OVERSEE IMPLEMENTATION OF BSBA-APPROVED METHODS, POLICIES AND PROCEDURES PERTAINING TO ADHERENCE BY THE EAST REGION CATHOLIC FACILITIES WITH THE ETHICAL AND RELIGIOUS DIRECTIVES FOR CATHOLIC HEALTH CARE SERVICES AND USE OF RELIGIOUS SYMBOLS, DISTINGUISHING ELEMENTS AND PRAYERS. PROJECTS INVOLVING REAL ESTATE. AUTHORITY TO RECOMMEND FACILITY DEVELOPMENT PROJECTS, SUBJECT TO THE APPROVAL OF ESSENTIA HEALTH; RESPONSIBILITY TO OVERSEE EXECUTION OF APPROVED DEVELOPMENT PROJECTS ACCORDING TO ESSENTIA HEALTH POLICIES. |
| Form 990, Part VI, Line 11A | Form 990 review process: THE 2014 FORM 990, INCLUDING ALL SCHEDULES, WAS REVIEWED BY ESSENTIA HEALTH DULUTH'S MANAGEMENT AND GOVERNING BODY ON FEBRUARY 24, 2016 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. EACH CURRENT DIRECTOR OF THE GOVERNING BODY RECEIVED A COPY OF THE 2014 FORM 990. ESSENTIA HEALTH DULUTH'S CHIEF FINANCIAL OFFICER LED THE REVIEW OF THE FORM AND SCHEDULES AND ANY QUESTIONS WERE DISCUSSED. |
| Form 990, Part VI, Line 12c | Monitoring and enforcing Conflict of Interest policy: Essentia Health's comprehensive conflict of interest program prevents, detects and resolves actual conflicts of interests or the actual or potential appearance of such. Fiduciaries, defined as an Essentia Health board member/trustee, officer, board committee member, senior management employee, or any others considered to be in a position of influence, are covered under Essentia's conflict of interest program. Upon initial appointment, each fiduciary must complete an initial conflict of interest statement and disclosure questionnaire. At the conclusion of each fiscal year, each fiduciary must complete an annual conflict of interest statement and disclosure questionnaire. As needed, a fiduciary will update his/her most recently completed questionnaire each time the fiduciary becomes aware of a financial interest, a potential conflict, or change to any information that the fiduciary previously reported. Essentia Health's Chief Compliance Officer will collect the questionnaires and evaluate the disclosures. If a fiduciary has a potential conflict of interest, the Chief Compliance Officer or designee may request additional information from the fiduciary, the management team, and others. During the evaluation process, the Chief Compliance Officer may also consult with Essentia Health's Board and Audit Committee Chairs, senior management, legal department, or appropriate representatives from Essentia Health. The Chief Compliance Officer reports to the Essentia Health Audit Committee and the Essentia Health Board of Directors any actual or potential conflicts of interest disclosed by the fiduciary, along with recommended actions. The Essentia Health Board of Directors (or designee) will then determine whether to approve the situation or to implement special controls to manage the potential conflict of interest. The Chief Compliance Officer will then officially notify the fiduciary in writing of the board's decision. The decision of whether or not the disclosure constitutes a conflict will be at the Essentia Health Board of Director's (or designee) sole discretion, and its concern must be the welfare of Essentia Health and its affiliate(s) and the advancement of its purposes. When the Essentia Health Board of Directors (or designee) considers a Fiduciary's disclosure as a Conflict of Interest, special controls will be identified to manage, eliminate or reduce the likelihood and/or appearance of a conflict arising. Controls may include, but are not limited to: A. If the conflict involves an on-going matter or relationship, the Fiduciary must not participate in Board, Board committee or management discussions related to the conflict and must recuse themselves and if appropriate, withdraw, from any Board meeting or portion thereof where the matter is being discussed and during the vote on the potential Conflict of Interest. The Fiduciary may answer questions at the Board's or the Board Committee's request. B. If the conflict involves a specific transaction or decision, the Fiduciary will fully disclose their interest and all related material facts. The Board or committee of the Board will determine whether the contemplated transaction may be authorized as just, fair, and reasonable to Essentia Health or its affiliate(s). If the Board determines a conflict does not exist, the Fiduciary may proceed with the transaction; however, he or she will not be eligible to vote on related issues should they arise. If the Board determines a conflict does exist, the Fiduciary will be notified of the decision regarding whether the contemplated transaction will be authorized as just, fair, and reasonable. |
| Form 990, Part VI, Line 12 | POLICY APPLIES TO DISREGARDED ENTITY, ESSENTIA HEALTH VIRGINIA, LLC. FORM 990, PART VI, LINE 13 POLICY APPLIES TO DISREGARDED ENTITY, ESSENTIA HEALTH VIRGINIA, LLC. FORM 990, PART VI, LINE 14 POLICY APPLIES TO DISREGARDED ENTITY, ESSENTIA HEALTH VIRGINIA, LLC. FORM 990, PART VI, LINE 15 POLICY APPLIES TO DISREGARDED ENTITY, ESSENTIA HEALTH VIRGINIA, LLC. |
| Form 990, Part VI, Line 15 A & B | PROCESS FOR DETERMINING COMPENSATION: The Executive Compensation Committee of Essentia Health's board of directors is authorized to fulfill the board's responsibilities regarding executive compensation consistent with Essentia's mission, values and tax-exempt status, and the Executive Compensation Committee's Charter. The Executive Compensation Committee meets at least twice annually to carry out its responsibilities, which include, but are not limited to, establishing, reviewing and modifying, as appropriate, reasonable compensation and benefits for designated Essentia executives who are officers or key employees of Essentia or any of its affiliates which may be paid by related organizations. The Executive Compensation Committee engages qualified independent compensation advisors to provide objective and impartial comparative data and to express opinions on total compensation reasonableness. The Executive Compensation Committee may request its independent advisors to: monitor comparability data and marketplace trends; make appropriate recommendations regarding salary ranges; and periodically review the market competitiveness of Essentia executive compensation packages. Prior to establishing or adjusting executive compensation, the Executive Compensation Committee will obtain and rely upon appropriate data as to comparability of the proposed compensation or adjustments. The Executive Compensation Committee will adequately document the basis for its determination concurrently with making those determinations. The Executive Compensation Committee minutes will include: the terms of the approved compensation and the date approved; the Executive Compensation Committee members present during the review, discussion and approval of the proposed compensation and those who voted on the proposed compensation; identification of the comparability data obtained and relied upon by the Executive Compensation Committee and how the data was obtained; any actions by a member of the Executive Compensation Committee having a conflict of interest; and documentation of the basis for the determination. The year this process was last undertaken for Essentia Health Duluth's Administrator and Executive Vice President Hospital Operations was 2015. The year this process was last undertaken for Essentia Health Duluth's Executive Vice President of Clinical Operations thru 10/14, Chief Nursing Officer thru 2/15, and Duluth Clinic's President thru 1/15 was 2014. The Essentia Health East Region Executive Compensation Committee of the Region's board of directors is authorized to fulfill the board's responsibilities regarding executive compensation consistent with Essentia's mission, values and tax-exempt status, and the Executive Compensation Committee's Charter. The Executive Compensation Committee meets annually to carry out its responsibilities, which include, but are not limited to, establishing, reviewing and modifying, as appropriate, reasonable compensation and benefits for designated Essentia executives who are officers or key employees of Essentia or any of its affiliates which may be paid by related organizations. The Executive Compensation Committee engages qualified independent compensation advisors to provide objective and impartial comparative data and to express opinions on total compensation reasonableness. The Executive Compensation Committee may request its independent advisors to: monitor comparability data and marketplace trends; make appropriate recommendations regarding salary ranges; and periodically review the market competitiveness of Essentia executive compensation packages. Prior to establishing or adjusting executive compensation, the Executive Compensation Committee will obtain and rely upon appropriate data as to comparability of the proposed compensation or adjustments. The Executive Compensation Committee will adequately document the basis for its determination concurrently with making those determinations. The Executive Compensation Committee minutes will include: the terms of the approved compensation and the date approved; the Executive Compensation Committee members present during the review, discussion and approval of the proposed compensation and those who voted on the proposed compensation; identification of the comparability data obtained and relied upon by the Executive Compensation Committee and how the data was obtained; any actions by a member of the Executive Compensation Committee having a conflict of interest; and documentation of the basis for the determination. The year this process was last undertaken for Essentia Health Duluths Administrator thru 4/15, Chief Financial Officer, Vice President Surgical Services thru 10/14, Vice President Medical Specialties, and Vice President Medical Affairs was 2014. |
| Form 990, Part VI, Line 19 | Availability of governing documents, conflict of interest policy, and financial statements to the public: Governing documents, conflict of interest policy, and financial statements are made available to the public upon request. The organization is part of Essentia Health's consolidated financial statements which are included in Essentia Health's annual report posted on Essentia Health's web site. |
| Form 990, Part IX, Line 24E | Affiliate Expense and Revenue Allocation: ESSENTIA HEALTH DULUTH ALLOCATES OUT CERTAIN REVENUE AND EXPENSES TO ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER, THE DULUTH CLINIC, LTD, ESSENTIA HEALTH POLINSKY MEDICAL REHABILITATION CENTER, AND ESSENTIA HEALTH ST. MARY'S HOSPITAL-SUPERIOR, RELATED ORGANIZATIONS. NET AFFILIATE (REVENUE) AND EXPENSE ALLOCATION OF ($36,566,289) INCLUDES THE FOLLOWING: Grants $ 31,508 Program Service Revenue $ 53,824 Investment Income $ (80,639) Misc Revenue $ (187,544) Contributions $ (626,178) Compensation $(15,201,655) Payroll Taxes $ (880,601) Pension Plan Contributions $ (802,209) Legal Fees $ (183,039) Interest $ 3,783,057 Other Purchased Services $ (5,222,612) Advertising $ (428,027) Conferences/Conventions/Meetings $ (342,171) Depreciation & Amortization $ (1,093,312) Information Technology $ (9,158,270) Insurance $ (155,948) Medical Supplies $ 90,895 Occupancy $ 656,721 Office Expenses $ (2,392,465) Travel $ (363,216) Other Expenses $ (1,704,853) Other Employee Benefits $ (2,359,556) |
| Form 990, Part XI, Line 9 | Other Changes in Net Assets: The total amount of other changes in net assets includes: Change in discount on City of Virginia Payable: ($6,001,431) Change in minimum pension liability: $255,716 Net Asset transfers with related organizations; reallocated Balance Sheet items transferred to align with organizational structure: ($930,806) Net Asset transfers with related organization; reallocated Income Statement items transferred to align with organizational structure: ($2,500,378) Total: ($9,176,899) |
| Form 990, Part XII, Line 3 | Consolidated A-133: ESSENTIA HEALTH DULUTH, as part of Essentia Health's consolidated financial statements, was required and underwent a consolidated audit set forth in the Single Audit Act and OMB Circular A-133. The consolidated audit is reviewed by the Essentia Health Audit Committee. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Essentia Health Virginia LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 E 2nd St | AddressLine1Txt |
| City | Duluth | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460909870 | EIN |
| Primary Activities | Clinic/Hosp | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $5,996,707 | TotalIncomeAmt |
| End Of Year Assets | $35,028,388 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMDCMC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (26 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| BRAINERD LAKES INTEGRATED HEALTH SYSTEM | ||||||||||
| 2024 S 6TH ST | BRAINERD | MN | 56401 | 371532145 | SUPPORT ORG | MN | 501(c)(3) | 11 Type II | Essentia | Yes (true) |
| BRAINERD MEDICAL CENTER INC | ||||||||||
| 2024 S 6TH ST | BRAINERD | MN | 56401 | 371532148 | CLINIC | MN | 501(c)(3) | 3 | BLIHS | Yes (true) |
| BRIDGES MEDICAL CENTER | ||||||||||
| 503 E 3rd St Suite 400 | Duluth | MN | 55805 | 200479568 | CLINIC/HOSP | MN | 501(c)(3) | 3 | Innovis | Yes (true) |
| CLEARWATER VALLEY HOSPITAL & CLINICS INC | ||||||||||
| 301 CEDAR Ave | OROFINO | ID | 83544 | 820497771 | CLINIC/HOSP | ID | 501(c)(3) | 3 | CAG | Yes (true) |
| Critical Access Group | ||||||||||
| 503 E 3RD ST SUITE 400 | DULUTH | MN | 55805 | 261219624 | SUPPORT ORG | MN | 501(c)(3) | 11 Type II | ESSENTIA | Yes (true) |
| FIRST CARE MEDICAL SERVICES | ||||||||||
| 900 HILLIGOSS BLVD SE | FOSSTON | MN | 56542 | 410706143 | CLINIC/HOSP | MN | 501(c)(3) | 3 | Innovis | Yes (true) |
| MINNESOTA VALLEY HEALTH CENTER Inc | ||||||||||
| 621 S 4TH ST | LE SUEUR | MN | 56058 | 410837659 | HOSPITAL/NURS | MN | 501(c)(3) | 3 | CAG | Yes (true) |
| ST JOSEPH'S MEDICAL CENTER | ||||||||||
| 523 N 3RD ST | BRAINERD | MN | 56401 | 410695602 | Clinic/Hosp | MN | 501(c)(3) | 3 | BLIHS | Yes (true) |
| ST MARY'S EMS | ||||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 411805811 | EMERG Svcs | MN | 501(c)(3) | 9 | SMRHC | Yes (true) |
| ST MARY'S HOSPITAL INC | ||||||||||
| P O BOX 137 | COTTONWOOD | ID | 83522 | 820226453 | CLINIC/HOSP | ID | 501(c)(3) | 3 | CAG | Yes (true) |
| ST MARY'S INNOVIS HEALTH | ||||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 262861321 | pharmacy | MN | 501(c)(3) | 3 | Innovis | Yes (true) |
| ST MARY'S REGIONAL HEALTH CENTER | ||||||||||
| 1027 WASHINGTON AVE | DETROIT LAKES | MN | 56501 | 411620386 | CLINIC/HOSP | MN | 501(c)(3) | 3 | Innovis | Yes (true) |
| ESSENTIA HEALTH | ||||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 200360007 | SUPPORT ORG | MN | 501(c)(3) | 11TypeIIIFI | NA | false |
| ESSENTIA INSTITUTE OF RURAL HEALTH | ||||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 271291124 | RESEARCH | MN | 501(c)(3) | 4 | DC | Yes (true) |
| INNOVIS HEALTH LLC | ||||||||||
| 3000 32nd Ave S | FARGO | ND | 58103 | 261175213 | CLINIC/HOSP | DE | 501(c)(3) | 3 | ESSENTIA | Yes (true) |
| Essentia HEALTH FOUNDATION | ||||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 271984704 | FOUNDATION | MN | 501(c)(3) | 7 | Essentia | Yes (true) |
| MIDWEST MEDICAL EQUIP AND SUPPLIES INC | ||||||||||
| 4418 HAINES RD | DULUTH | MN | 55811 | 471674021 | MEDical EQUIP | MN | 501(c)(3) | 9 | SMMC | Yes (true) |
| PINE MEDICAL CENTER | ||||||||||
| 109 COURT AVE S | SANDSTONE | MN | 55072 | 411884597 | Hospital/Nurs | MN | 501(c)(3) | 3 | SMDCHS | Yes (true) |
| POLINSKY MEDICAL REHABILITATION CENTER | ||||||||||
| 530 E 2ND ST | DULUTH | MN | 55805 | 410691275 | Rehab Service | MN | 501(c)(3) | 3 | SMMC | Yes (true) |
| ST MARY'S DULUTH CLINIC HEALTH SYSTEM | ||||||||||
| 407 E 3RD ST | DULUTH | MN | 55805 | 411836633 | Support Org | MN | 501(c)(3) | 11 Type II | ESSENTIA | Yes (true) |
| ST MARY'S HOSPITAL OF SUPERIOR | ||||||||||
| 3500 TOWER AVE | SUPERIOR | WI | 54880 | 411811073 | CLINIC/HOSP | MN | 501(c)(3) | 3 | SMMC | Yes (true) |
| ST MARY'S MEDICAL CENTER | ||||||||||
| 407 E 3RD ST | DULUTH | MN | 55805 | 410695604 | HOSPITAL | MN | 501(c)(3) | 3 | SMDCHS | Yes (true) |
| THE DULUTH CLINIC LTD | ||||||||||
| 400 E 3RD ST | DULUTH | MN | 55805 | 410883623 | CLINIC | MN | 501(c)(3) | 3 | SMDCHS | Yes (true) |
| Northern Pines Medical Center | ||||||||||
| 5211 Hwy 110 | Aurora | MN | 55705 | 410841441 | Hospital/Nurs | MN | 501(c)(3) | 3 | SMDCHS | Yes (true) |
| Graceville Health Center | ||||||||||
| 115 W 2nd St | Graceville | MN | 56240 | 410726173 | Clinic/Hosp | MN | 501(c)(3) | 3 | Innovis | Yes (true) |
| DEER RIVER HEALTHCARE CENTER INC | ||||||||||
| 115 10TH AVE NE | DEER RIVER | MN | 56636 | 410844574 | Hosp/CLin/NH | MN | 501(c)(3) | 3 | SMDCHS | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PMC-Gateway Imaging | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 Court Ave S | AddressLine1Txt |
| City | Sandstone | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261634764 | EIN |
| Primary Activities | Imaging Services | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| UBI Code V | $0 | UBICodeVAmt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ESSENTIA HEALTH INSURANCE SERVICES SPC | |||||||||||||||
| PO Box 1159 | GRAND CAYMAN | CJ | 000000000 | Self Indemnity | CJ | NA | FOREIGN CORP | $0 | $0 | Yes (true) | |||||
| East Range Clinics Ltd | |||||||||||||||
| 410909915 | Clinics | NA | C Corp | $0 | $0 | Yes (true) | 910 6th Ave N | Virginia | MN | 55792 | MN | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (40 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Brainerd Medical Center Inc | ||
| Q | $170,527 | Actual costs |
| The Duluth Clinic Ltd | ||
| J | $65,088 | Actual costs |
| The Duluth Clinic Ltd | ||
| K | $113,874 | Actual costs |
| The Duluth Clinic Ltd | ||
| P | $42,044,962 | Actual costs |
| The Duluth Clinic Ltd | ||
| Q | $43,927,265 | Actual costs |
| The Duluth Clinic Ltd | ||
| R | $63,259 | Actual costs |
| Deer River Healthcare Center INC | ||
| P | $135,668 | Actual costs |
| DEER RIVER HEALTHCARE CENTER INC | ||
| Q | $3,056,008 | Actual costs |
| DEER RIVER HEALTHCARE CENTER INC | ||
| R | $1,169,906 | Actual costs |
| Essentia Health | ||
| I | $217,763 | Actual costs |
| Essentia Health | ||
| M | $34,634,122 | Actual costs |
| Essentia Health | ||
| P | $21,701,721 | Actual costs |
| Essentia Health | ||
| Q | $18,631,395 | Actual costs |
| Essentia Health | ||
| R | $469,644 | Actual costs |
| Essentia Health Foundation | ||
| C | $269,065 | Actual costs |
| Essentia Health Foundation | ||
| P | $114,415 | Actual costs |
| Essentia Health Foundation | ||
| Q | $101,319 | Actual costs |
| Essentia Health Virginia LLC | ||
| J | $1,348,415 | Actual costs |
| Essentia Health Virginia LLC | ||
| P | $514,860 | Actual costs |
| Essentia Health Virginia LLC | ||
| Q | $12,041,983 | Actual costs |
| Essentia Institute of Rural Health | ||
| P | $51,323 | Actual costs |
| Essentia Institute of Rural Health | ||
| Q | $1,059,546 | Actual costs |
| First Care Medical Services | ||
| Q | $105,279 | Actual costs |
| Graceville Health Center | ||
| Q | $420,077 | Actual costs |
| Innovis Health LLC | ||
| P | $119,713 | Actual costs |
| Innovis Health LLC | ||
| Q | $3,152,436 | Actual costs |
| Midwest Medical Equip and Supplies Inc | ||
| Q | $623,887 | Actual costs |
| Northern Pines Medical Center | ||
| P | $55,806 | Actual costs |
| Northern Pines Medical Center | ||
| Q | $1,759,886 | Actual costs |
| Pine Medical Center | ||
| P | $66,844 | Actual costs |
| Pine Medical Center | ||
| Q | $1,671,948 | Actual costs |
| Polinsky Medical Rehabilitation Center | ||
| P | $143,868 | Actual costs |
| Polinsky Medical Rehabilitation Center | ||
| Q | $2,192,869 | Actual costs |
| St Joseph's Medical Center | ||
| P | $58,856 | Actual costs |
| St Joseph's Medical Center | ||
| Q | $645,314 | Actual costs |
| St Mary's Hospital of Superior | ||
| P | $180,024 | Actual costs |
| St Mary's Hospital of Superior | ||
| Q | $8,987,840 | Actual costs |
| St Mary's Medical Center | ||
| O | $312,909 | Actual costs |
| St Mary's Medical Center | ||
| P | $19,116,812 | Actual costs |
| St Mary's Medical Center | ||
| Q | $64,830,951 | Actual costs |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II, COLUMN (A) | FormAndLineReferenceDesc |
| Explanation | Name: The following Essentia Health entities have a doing business as name. Legal Name; Doing Business As Name Brainerd Lakes Integrated Health System; Essentia Health Central Brainerd Medical Center, Inc.; Essentia Health Brainerd Specialty Clinic Bridges Medical Center; Essentia Health Ada Deer River Healthcare Center, Inc.; Essentia Health Deer River First Care Medical Services; Essentia Health Fosston Graceville Health Center; Essentia Health Holy Trinity Hospital Innovis Health, LLC; Essentia Health West Midwest Medical Equipment and Supplies, Inc.; Essentia Health Medical Equipment & Supplies Northern Pines Medical Center; Essentia Health Northern Pines Pine Medical Center; Essentia Health Sandstone Polinsky Medical Rehabilitation Center; Essentia Health Polinsky Medical Rehabilitation Center SMDC Medical Center; Essentia Health Duluth St. Joseph's Medical Center; Essentia Health St. Joseph's Medical Center St. Mary's Duluth Clinic Health System; Essentia Health East St. Mary's EMS; Essentia Health St. Mary's Emergency Medical Services-Detroit Lakes St. Mary's Hospital of Superior; Essentia Health St. Mary's Hospital-Superior St. Mary's Medical Center; Essentia Health St. Mary's Medical Center St. Mary's Regional Health Center; Essentia Health St. Mary's-Detroit Lakes | ExplanationTxt |