WINONA HEALTH SERVICES: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WINONA HEALTH SERVICES (EIN 41-0713914)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-14
- IRS object ID
- 201542269349303099
- Schema version
- 2013v4.0
- 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 D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-14T15:08:46-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411765929 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL STE 1300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554027033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410713914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINONA HEALTH SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINO | BusinessNameControlTxt |
| Phone | 5074543650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MANKATO AVENUE | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN BROSNAHAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5074543650 | PhoneNum |
| Signature | 2015-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM HUNWARDSEN CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2015-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RACHELLE HEISING-SCHULTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MANKATO AVENUE | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $118,659,832 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WINONAHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1894 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | HOSPITAL SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1154 | TotalEmployeeCnt |
| Total Volunteers | 270 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $215,052 | PYContributionsGrantsAmt |
| CY Contributions Grants | $360,356 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $113,078,210 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $110,452,985 | CYProgramServiceRevenueAmt |
| PY Investment Income | $359,965 | PYInvestmentIncomeAmt |
| CY Investment Income | $668,911 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,394,077 | PYOtherRevenueAmt |
| CY Other Revenue | $1,453,196 | CYOtherRevenueAmt |
| PY Total Revenue | $115,047,304 | PYTotalRevenueAmt |
| CY Total Revenue | $112,935,448 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $48,371 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $117,214 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $58,993,747 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $61,834,688 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $50,269,367 | PYOtherExpensesAmt |
| CY Other Expenses | $48,710,318 | CYOtherExpensesAmt |
| PY Total Expenses | $109,311,485 | PYTotalExpensesAmt |
| CY Total Expenses | $110,662,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,735,819 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,273,228 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $105,644,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,397,263 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $42,297,322 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,865,595 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,347,668 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,531,668 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | DEVOTED TO IMPROVING THE HEALTH AND WELL-BEING OF OUR FAMILY, FRIENDS AND NEIGHBORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $99,019,384 | ExpenseAmt |
| Grant | $117,214 | GrantAmt |
| Revenue | $111,906,181 | RevenueAmt |
| Desc | WINONA HEALTH SERVICES (WHS), A 99-BED HOSPITAL, HAS A 120-YEAR HISTORY OF PROVIDING CARE TO ITS COMMUNITY AND SERVICES FROM BIRTH TO DEATH. IT IS THE SOLE COMMUNITY PROVIDER IN THE WINONA, MINNESOTA AREA. IN FISCAL YEAR 2014, WHS HAD 2,136 ADMISSIONS; 342 BIRTHS; 3,288 INPATIENT AND OUTPATIENT SURGERIES; AND 15,489 VISITS TO THE EMERGENCY ROOM.TO FULFILL ITS MISSION OF COMMUNITY SERVICE, THE CORPORATION PROVIDES CARE TO PATIENTS AND RESIDENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE AND COMMUNITY BENEFIT POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE THE CORPORATION DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS PATIENT AND RESIDENT SERVICE REVENUE.CHARITY CARE: WHS PROVIDES MEDICAL CARE TO THE COMMUNITY REGARDLESS OF AN INDIVIDUAL'S ABILITY TO PAY. TOTAL CHARITY CARE COST WAS APPROXIMATELY $925,000 FOR FY 2014. IN FURTHERANCE OF ITS CHARITABLE PURPOSE, THE CORPORATION PROVIDES A WIDE VARIETY OF BENEFITS TO THE COMMUNITY. THESE SERVICES AND DONATIONS ACCOUNT FOR A MEASURABLE PORTION OF THE CORPORATION'S COSTS AND SERVE TO PROMOTE HEALTHY LIFE STYLES, COMMUNITY DEVELOPMENT, HEALTH EDUCATION, AND AFFORDABLE ACCESS TO CARE.THE CORPORATION MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF COMMUNITY BENEFIT SERVICES IT PROVIDES. THOSE RECORDS INCLUDE MANAGEMENT'S ESTIMATE OF THE COST TO PROVIDE CHARITY CARE, THE COST OF SERVICES AND SUPPLIES FURNISHED FOR COMMUNITY BENEFIT PROGRAMS AND COSTS IN EXCESS OF PROGRAM PAYMENTS FOR TREATING MEDICAL ASSISTANCE PATIENTS.IN ADDITION TO COMMUNITY BENEFIT COSTS, THE CORPORATION PROVIDES ADDITIONAL COMMUNITY CONTRIBUTIONS SUCH AS SERVICES TO MEDICARE AND MEDICAID PATIENTS BELOW THE COSTS FOR TREATMENT, OTHER UNCOMPENSATED CARE, DISCOUNTED PRICING TO THE UNINSURED, AND PAYS TAXES AND FEES. | Desc |
| Total Program Service Expenses | $99,019,384 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1154 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAN BROSNAHAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5074543650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MANKATO AVENUE | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KEN MOGREN | ||||||||||
| CHAIR | 3.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SCOTT BIESANZ | ||||||||||
| DIRECTOR | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE BLUE | ||||||||||
| DIRECTOR | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT BIRDSALL MD | ||||||||||
| DIRECTOR | 40.00 | 2.00 | Yes (X) | $342,140 | $0 | $56,128 | ||||
| MATTHEW BROGHAMMER MD | ||||||||||
| DIRECTOR | 40.00 | 2.00 | Yes (X) | $459,857 | $0 | $78,163 | ||||
| VICKI DECKER | ||||||||||
| DIRECTOR | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARY EVANS | ||||||||||
| DIRECTOR | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD FERRIS MD | ||||||||||
| DIRECTOR | 40.00 | 2.00 | Yes (X) | $221,839 | $0 | $68,267 | ||||
| JIM KILLIAN | ||||||||||
| DIRECTOR | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HERB HIGHUM | ||||||||||
| DIRECTOR | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICK IGLESIAS | ||||||||||
| DIRECTOR | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HUGH MILLER | ||||||||||
| DIRECTOR | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIM SCHWAB | ||||||||||
| DIRECTOR | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL PARKER MD | ||||||||||
| DIRECTOR | 40.00 | 2.00 | Yes (X) | $234,882 | $0 | $60,939 | ||||
| MARK WAGNER | ||||||||||
| DIRECTOR | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROD BAKER | ||||||||||
| DIRECTOR | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| RACHELLE HEISING-SCHULTZ | ||||||||||
| PRESIDENT/CEO/DIRECTOR | 44.00 | 4.00 | Yes (X) | Yes (X) | $467,819 | $0 | $58,572 | |||
| JAN BROSNAHAN | ||||||||||
| CFO/TREASURER | 44.00 | 2.00 | Yes (X) | $52,090 | $0 | $19,286 | ||||
| SARA GABRICK | ||||||||||
| CNO | 42.00 | 0.00 | $184,332 | $0 | $40,418 | Yes (X) | ||||
| BRETT WHYTE MD | ||||||||||
| EMERGENCY PHYSICIAN | 40.00 | 0.00 | $369,653 | $0 | $83,729 | Yes (X) | ||||
| EVERETT BEGUIN | ||||||||||
| FAMILY PRACTICE PHYSICIAN | 40.00 | 0.00 | $257,455 | $0 | $49,436 | Yes (X) | ||||
| KATRINA HAMMEL | ||||||||||
| HOSPITALIST | 40.00 | 0.00 | $278,827 | $0 | $52,214 | Yes (X) | ||||
| LEROY TROMBETTA MD | ||||||||||
| GENERAL SURGEON | 40.00 | 0.00 | $392,636 | $0 | $97,272 | Yes (X) | ||||
| AMARJIT VIRDI MD | ||||||||||
| ANESTHESIOLOGIST | 40.00 | 0.00 | $375,978 | $0 | $71,490 | Yes (X) | ||||
| WILLIAM KRUEGER | ||||||||||
| RADIOLOGIST | 40.00 | 0.00 | $522,081 | $0 | $96,690 | Yes (X) | ||||
| CARLOS MORALES | ||||||||||
| EMERGENCY PHYSICIAN | 40.00 | 0.00 | $370,453 | $0 | $59,381 | Yes (X) | ||||
| GIUSTINO ALBANESE | ||||||||||
| RADIOLOGIST | 40.00 | 0.00 | $497,854 | $0 | $75,658 | Yes (X) | ||||
| MICHAEL ALLEN | ||||||||||
| FORMER CFO/TREASURER | 0.00 | 0.00 | $325,389 | $0 | $32,477 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,353,285 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,000,120 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 71 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CERNER CORPORATION | |||||
| PO BOX 412702 | KANSAS CITY | MO | 64141 | IT SERVICES/CONTRACTED EMPLOYEES | $9,280,667 |
| SODEXO INC & AFFILIATES | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | CONTRACTED EVS, FACILITIES, FOOD | $1,445,612 |
| WEATHERBY LOCUMS INC | |||||
| PO BOX 972633 | DALLAS | TX | 75397 | CONTRACTED PHYSICIANS | $812,604 |
| KISH ELECTRIC | |||||
| 1200 EAST 7TH STREET | WINONA | MN | 55987 | CONTRACTED ELECTRICAL | $803,124 |
| MAYO COLLABORATIVE SERVICE INC | |||||
| PO BOX 9146 | MINNEAPOLIS | MN | 55480 | CONTRACTED LABORATORY | $776,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $308,135 | RelatedOrganizationsAmt |
| All Other Contributions | $52,221 | AllOtherContributionsAmt |
| Noncash Contributions | $1,005 | NoncashContributionsAmt |
| Total Contributions | $360,356 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 622110 | $96,354,417 | $96,354,417 |
| PURCHASED SERVICE REVENUE | 900099 | $11,143,452 | $11,143,452 |
| SUPPORTING REVENUE | 900099 | $2,955,116 | $2,955,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $110,452,985 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $259,187 | TotalRevenueColumnAmt |
| Exclusion | $259,187 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $421,898 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $12,174 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $421,898 | SecuritiesAmt |
| Other | -$12,174 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $409,724 | TotalRevenueColumnAmt |
| Exclusion | $409,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,165,406 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,712,210 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,453,196 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,453,196 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,935,448 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111,906,181 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $668,911 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,214 | TotalAmt |
| Program Services | $117,214 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,371,280 | TotalAmt |
| Program Services | $2,003,618 | ProgramServicesAmt |
| Management And General | $1,367,662 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,388 | TotalAmt |
| Program Services | $105,388 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,426,495 | TotalAmt |
| Program Services | $43,288,134 | ProgramServicesAmt |
| Management And General | $2,138,361 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,418,787 | TotalAmt |
| Program Services | $1,393,267 | ProgramServicesAmt |
| Management And General | $25,520 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,391,418 | TotalAmt |
| Program Services | $7,190,756 | ProgramServicesAmt |
| Management And General | $1,200,662 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,121,320 | TotalAmt |
| Program Services | $2,905,942 | ProgramServicesAmt |
| Management And General | $215,378 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,720 | TotalAmt |
| Management And General | $49,720 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,466 | TotalAmt |
| Management And General | $93,466 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,496 | TotalAmt |
| Management And General | $40,496 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,665,175 | TotalAmt |
| Program Services | $9,847,406 | ProgramServicesAmt |
| Management And General | $817,769 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,624 | TotalAmt |
| Program Services | $125,594 | ProgramServicesAmt |
| Management And General | $207,030 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,610,287 | TotalAmt |
| Program Services | $3,801,644 | ProgramServicesAmt |
| Management And General | $808,643 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,837,363 | TotalAmt |
| Management And General | $2,837,363 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,208,152 | TotalAmt |
| Program Services | $11,208,152 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,709 | TotalAmt |
| Program Services | $536,362 | ProgramServicesAmt |
| Management And General | $81,347 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,571 | TotalAmt |
| Program Services | $39,571 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,891 | TotalAmt |
| Management And General | $1,411,891 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,320,706 | TotalAmt |
| Program Services | $3,973,178 | ProgramServicesAmt |
| Management And General | $347,528 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $883,013 | TotalAmt |
| Program Services | $883,013 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL SUPPLIES | $6,677,713 | $6,677,713 |
| BAD DEBT EXPENSE | $3,440,343 | $3,440,343 |
| MN CARE TAX | $1,319,334 | $1,319,334 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,755 | TotalAmt |
| Program Services | $162,755 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,662,220 | TotalAmt |
| Program Services | $99,019,384 | ProgramServicesAmt |
| Management And General | $11,642,836 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,671,201 | BOYAmt |
| EOY | $17,774,645 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,852 | BOYAmt |
| EOY | $1,289,001 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,838,864 | BOYAmt |
| EOY | $12,181,089 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,223,813 | BOYAmt |
| EOY | $2,370,401 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,775 | BOYAmt |
| EOY | $683,267 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $94,580,936 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,099,259 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,553,305 | BOYAmt |
| EOY | $39,481,677 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,245,366 | BOYAmt |
| EOY | $25,610,959 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,674 | BOYAmt |
| EOY | $569,335 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,014,538 | BOYAmt |
| EOY | $2,014,538 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,300,602 | BOYAmt |
| EOY | $5,422,351 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,644,990 | BOYAmt |
| EOY | $107,397,263 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,944,507 | BOYAmt |
| EOY | $9,701,082 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,623,237 | BOYAmt |
| EOY | $30,467,876 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,044 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,402,534 | BOYAmt |
| EOY | $696,637 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,297,322 | BOYAmt |
| EOY | $40,865,595 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,347,668 | BOYAmt |
| EOY | $66,531,668 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,347,668 | BOYAmt |
| EOY | $66,531,668 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,644,990 | BOYAmt |
| EOY | $107,397,263 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,273,228 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $910,772 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,141,674 | OtherCostOrOtherBasisAmt |
| Book Value | $4,141,674 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,381,840 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,659,084 | DepreciationAmt |
| Book Value | $24,722,756 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,417,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,557,117 | DepreciationAmt |
| Book Value | $8,859,883 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,640,422 | OtherCostOrOtherBasisAmt |
| Depreciation | $883,058 | DepreciationAmt |
| Book Value | $1,757,364 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,481,677 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RECEIVABLE FROM AFFILIATED ORGANIZATIONS | $5,027,635 |
| DEFERRED BOND ISSUE COSTS, NET | $394,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,422,351 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATED THIRD PARTY PAYOR SETTLEMENTS | $254,567 |
| DUE TO AFFILIATED ORGANIZATIONS | $442,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $696,637 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CORPORATION AND ITS CONSOLIDATED ENTITIES ARE ORGANIZED AS MINNESOTA NONPROFIT ENTITIES AND ARE ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, ALL ENTITIES ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSE. THE CORPORATION FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990T) WITH THE IRS TO REPORT ITS UNRELATED BUSINESS TAXABLE INCOME. THE CORPORATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE CORPORATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE, IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE CORPORATION'S FEDERAL FORM 990T FILINGS ARE NO LONGER SUBJECT TO FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE SEPTEMBER 30, 2011. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | 0 | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 612 | PersonsServedCnt |
| Total Community Benefit Expns | $925,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $925,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00860 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $19,971,315 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $13,314,233 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,657,082 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06210 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 612 | PersonsServedCnt |
| Total Community Benefit Expns | $20,896,315 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $13,314,233 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,582,082 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07070 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 7848 | PersonsServedCnt |
| Total Community Benefit Expns | $151,245 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,070 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $145,175 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00140 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 2255 | PersonsServedCnt |
| Total Community Benefit Expns | $409,263 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $409,263 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00380 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 300 | PersonsServedCnt |
| Total Community Benefit Expns | $19,380,968 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $19,066,081 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $314,887 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00290 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 8447 | PersonsServedCnt |
| Total Community Benefit Expns | $75,786 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $75,786 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00070 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 18850 | PersonsServedCnt |
| Total Community Benefit Expns | $20,017,262 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $19,072,151 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $945,111 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00880 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 19462 | PersonsServedCnt |
| Total Community Benefit Expns | $40,913,577 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $32,386,384 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,527,193 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07950 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 164 | PersonsServedCnt |
| Total Community Benefit Expns | $1,991 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,991 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 290 | PersonsServedCnt |
| Total Community Benefit Expns | $11,995 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $11,995 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 52 | PersonsServedCnt |
| Total Community Benefit Expns | $192 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $192 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 506 | PersonsServedCnt |
| Total Community Benefit Expns | $14,178 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $14,178 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $3,440,343 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $798,402 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $17,724,563 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $20,117,862 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$2,393,299 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp
Entity Name EntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 WINONA AREA AMBULANCE SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | AMBULANCE SERVICES | PrimaryActivitiesTxt |
| Org Profit Or Ownership | 0.50000 | OrgProfitOrOwnershipPct |
| Ofcr Etc Profit Or Ownership | 0.50000 | OfcrEtcProfitOrOwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINONA HEALTH SERVICES | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MANKATO AVENUE | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.WINONAHEALTH.ORG | WebsiteAddressTxt |
| State License | 00701 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | URGENT CARE & 2 PROVIDER BASED CLINICS | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINONA HEALTH SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 12 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE STATEMENT ON PAGE 7 OF SCHEDULE H | OwnWebsiteURLTxt |
| Rpt Available Upon Request | Yes (X) | RptAvailableUponRequestInd |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Exec Implementation Strategy | Yes (X) | ExecImplementationStrategyInd |
| Develop Community Wide Plan | Yes (X) | DevelopCommunityWidePlanInd |
| Exec Community Wide Plan | Yes (X) | ExecCommunityWidePlanInd |
| Include Operational Plan | Yes (X) | IncludeOperationalPlanInd |
| Prioritize Health Needs | Yes (X) | PrioritizeHealthNeedsInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| Other Needs Addressed | Yes (X) | OtherNeedsAddressedInd |
| All Needs Addressed | 0 | AllNeedsAddressedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (1) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (1) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Asset Level | Yes (X) | AssetLevelInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Uninsured Discount | Yes (X) | UninsuredDiscountInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| Posted On Website | Yes (X) | PostedOnWebsiteInd |
| Posted In Emergency Room | Yes (X) | PostedInEmergencyRoomInd |
| Posted In Admission Office | Yes (X) | PostedInAdmissionOfficeInd |
| Provided On Admission | Yes (X) | ProvidedOnAdmissionInd |
| Available On Request | Yes (X) | AvailableOnRequestInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Lowest Negotiated Rates | Yes (X) | LowestNegotiatedRatesInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| WINONA HEALTH SERVICES | PART V, SECTION B, LINE 3: TWO SURVEYS WERE CONDUCTED AND ARE IDENTIFIED AS SURVEY A AND SURVEY B:SURVEY A: SIX THOUSAND SURVEYS WERE MAILED TO THE GENERAL POPULATION RESIDING IN ZIP CODE 55987. RESPONDENTS RETURNED THEIR COMPLETED SURVEY IN A POSTAGE-PAID ENVELOPE TO AN INDEPENDENT TABULATION SITE LOCATED IN MINNEAPOLIS, MN. NEARLY 2000 SURVEYS WERE RETURNED AND THE RESPONSE RATE WAS 28%. SURVEY B: TWO HUNDRED SURVEYS WERE DISTRIBUTED TO THE IMMIGRANT POPULATION THROUGH A VARIETY OF METHODS INCLUDING DISTRIBUTION TO TARGETED HOUSEHOLDS, HOSTING FOCUS GROUPS AT CENTRAL LOCATIONS AND ONE-ON-ONE SURVEYING. THE SURVEYS WERE EITHER COMPLETED PRIVATELY OR BY ASSISTANCE FROM REPRESENTATIVES AND/OR TRANSLATORS OF PROJECT FINE. 30% OF THE IMMIGRANT POPULATION COMPLETED THE SURVEY. THE ASSESSMENT WAS DONE COLLABORATIVELY WITH WINONA HEALTH AND WINONA COUNTY PUBLIC HEALTH. THE MINNESOTA CENTER FOR HEALTH STATISTICS OF THE MINNESOTA DEPARTMENT OF HEALTH WAS CONTRACTED TO FACILITATE THE SURVEY PROCESS OF THE COMMUNITY HEALTH NEEDS ASSESSMENT OF WINONA COUNTY. OTHER INPUT CAME FROM PROJECT FINE, WINONA COUNTY UNITED WAY, LIVE WELL WINONA, WINONA CHAMBER OF COMMERCE, WINONA COMMUNITY FOUNDATION, WINONA STATE UNIVERSITY, ST. MARY'S UNIVERSITY AND STILL OTHER ORGANIZATIONS AND INDIVIDUALS INPUT THROUGH FOCUS GROUPS. |
| WINONA HEALTH SERVICES | PART V, SECTION B, LINE 5D: THE COMMUNITY HEALTH NEEDS ASSESSMENT IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AT: HTTP://WWW.WINONAHEALTH.ORG/2014/01/15/WINONA-HEALTH-COMPLETES-COMMUNITY. |
| WINONA HEALTH SERVICES | PART V, SECTION B, LINE 6I: THE IMPLEMENTATION STRATEGY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE: HTTP://WWW.WINONAHEALTH.ORG/2014/01/15/WINONA-HEALTH-COMPLETES-COMMUNITY. |
| WINONA HEALTH SERVICES | PART V, SECTION B, LINE 7: BINGE DRINKING WAS IDENTIFIED AS A NEED IN THE AREA. THIS WILL NOT BE ADDRESSED AS IT WAS DETERMINED TO BE A LOW PRIORITY ISSUE AND THE ORGANIZATION DOES NOT HAVE THE RESOURCES/BUDGET TO LOOK AT THIS ISSUE AT THE PRESENT TIME. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 6 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| LAKE WINONA MANOR | ||||
| 865 MANKATO AVENUE | WINONA | MN | 55987 | SKILLED NURSING |
| WATKINS MANOR | ||||
| 175 E WABASHA STREET | WINONA | MN | 55987 | ASSISTED LIVING |
| ADITH MILLER MANOR | ||||
| 885 MANKATO AVENUE | WINONA | MN | 55987 | MEMORY CARE ASSISTED LIVING |
| ROGER METZ MANOR | ||||
| 875 MANKATO AVENUE | WINONA | MN | 55987 | MEMORY CARE ASSISTED LIVING |
| RUSHFORD CLINIC | ||||
| 109 W JESSIE ST | RUSHFORD | MN | 55971 | PRIMARY CARE CLINIC |
| WINONA HEALTH URGENT CARE CLINIC | ||||
| 420 EAST SARNIA | WINONA | MN | 55987 | URGENT CARE CLINIC |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 6A: | THE COMMUNITY BENEFIT REPORT IS INCLUDED IN THE ANNUAL REPORT AND SENT TO 28,000 HOUSEHOLDS. COMMUNITY BENEFIT INFORMATION IS LISTED IN QUARTERLY NEWSLETTERS AND ON THE WEBSITE. INFORMATION IS ALSO INCLUDED IN THE WAITING ROOMS. |
| PART I, LINE 7: | CHARITY CARE EXPENSE WAS CONVERTED TO COST ON LINE 7A BASED ON AN OVERALL COST-TO-CHARGE RATIO ADDRESSING ALL PATIENT SEGMENTS. UNREIMBURSED MEDICAID ON LINE 7B WAS CALCULATED USING THE COSTING METHODS TO PREPARE THE COST REPORTS. COMMUNITY HEALTH IMPROVEMENT SERVICES, LINE 7E, HEALTH PROFESSIONS EDUCATION, LINE 7F, AND CASH AND IN-KIND DONATIONS, LINE 7K WERE ACTUAL EXPENSES COMPILED USING THE CBISA SOFTWARE. THE COST FOR SUBSIDIZED HEALTH SERVICES REPORTED ON LINE 7G WAS DETERMINED USING THE MEDICARE COST REPORT. |
| PART I, LN 7 COL(F): | THE AMOUNT OF BAD DEBT EXPENSE REMOVED FROM TOTAL EXPENSES TO DETERMINE THE PERCENTAGE WAS $3,440,343. |
| PART II, COMMUNITY BUILDING ACTIVITIES: | COMMUNITY BUILDING ACTIVITIES ALLOW WINONA HEALTH SERVICES TO BETTER ASSIST THE COMMUNITY IT SERVES THROUGH BETTER PATIENT ACCESS, IMPROVING QUALITY OF CARE, AND ASSISTING THOSE VULNERABLE POPULATIONS IN A WAY THAT MAKES THEIR LIVELIHOOD A LITTLE EASIER AMONG OTHER THINGS. THESE ACTIVITIES ALSO ALLOW THE COMMUNITY AND STAFF TO BE BETTER PREPARED IF A DISASTER OR EMERGENCY WERE TO STRIKE. THESE ACTIVITIES ALLOW WINONA HEALTH SERVICES TO BE AS PREPARED AS POSSIBLE TO BEST ASSIST THE COMMUNITY WE SERVE.PROGRAMS LIKE HEALTHY KIDS CLUB INVOLVE SEVERAL COMMUNITY PARTNERS TO ADDRESS THIS HEALTH ISSUE IN OUR COMMUNITY, WITHOUT PUTTING THE FOCUS SPECIFICALLY ON WEIGHT LOSS. HEALTHY KIDS CLUB IS A FREE, FUN, COMMUNITY-WIDE PROGRAM DESIGNED TO ENCOURAGE CHILDREN AGES 5 TO 12 TO LIVE HEALTHY - FROM MAKING HEALTHFUL FOOD CHOICES TO MAINTAINING ACTIVE LIFESTYLES. AREA SCHOOLS AND NINE AREA NONPROFIT ORGANIZATIONS SUCH AS THE FAMILY YMCA, WINONA COUNTY PARKS AND RECREATION AND WINONA STATE UNIVERSITY ARE STRONG COMMUNITY PARTNERS. INVOLVEMENT WITH LOCAL SCHOOLS THROUGH CAREER EXPLORATION AND TOURS OF OUR ORGANIZATION PROMOTES THE IMPORTANCE OF HEALTHCARE AND SERVING OUR COMMUNITY. WE EXIST TO CARE FOR THOSE WHO NEED US AND SHARE THIS MESSAGE WITH STUDENTS THINKING OF ENTERING THE HEALTHCARE FIELD. OUR STAFF WORKED CLOSELY WITH WINONA WORKFORCE CENTER TO HELP TRAIN THEIR CLIENTS AND SUPERVISE THEM IN VARIOUS JOBS. COMMUNITY OUTREACH IS SOMETHING ENCOURAGED FOR ALL STAFF BECAUSE IT'S NOT ONLY THE RIGHT THING TO DO, BUT IT IS PART OF OUR MISSION AS WELL. |
| PART III, LINE 4: | BAD DEBT EXPENSE IS REPORTED AT CHARGES AS RECORDED BY THE ORGANIZATION.WHS DETERMINES BAD DEBT EXPENSE BY ESTIMATING WHAT MAY NOT BE COLLECTIBLE FROM PATIENT BALANCES AFTER TAKING INTO ACCOUNT APPROPRIATE DISCOUNTS AND PAYMENTS (UNINSURED DISCOUNT, ELIGIBLE CHARITY CARE DISCOUNTS/ADJUSTMENTS, AND PAYMENTS RECEIVED AND EXPECTED TO BE RECEIVED.) PAYMENTS ON ACCOUNTS THAT WERE WRITTEN OFF AS BAD DEBT REDUCES BAD DEBT EXPENSE IN THE CURRENT YEAR.WHS IS ESTIMATING THAT 40% OF BAD DEBT ACCOUNTS WOULD LIKELY QUALIFY FOR THE ORGANIZATION'S CHARITY CARE GUIDELINES IF THE PATIENT WOULD HAVE BEEN IDENTIFIED AND FOLLOWED THROUGH ON THE APPLICATION PROCESS. THIS PERCENTAGE IS BASED ON HISTORICAL KNOWLEDGE ON THOSE BEING PROVIDED APPLICATIONS AND THOSE ACTUALLY COMPLETING THE APPLICATIONS TO QUALIFY.THE FOOTNOTE TO THE ORGANIZATION'S FINANCIAL STATEMENTS THAT DESCRIBES BAD DEBT EXPENSES IS LOCATED IN FOOTNOTE 1 ON PAGE 8 OF THE ATTACHED FINANCIAL STATEMENTS. |
| PART III, LINE 8: | WHS PROVIDES SERVICES TO PATIENTS UNDER THE MEDICARE PROGRAM KNOWING THEY WILL NOT RECOVER ALL THE COSTS ASSOCIATED WITH PROVIDING THESE SERVICES. PROVIDING THESE SERVICES IS ESSENTIAL TO THESE PATIENTS AND THE COMMUNITY AND INCREASES THEIR ACCESS TO HEALTHCARE SERVICES. THEREFORE, THE ENTIRE MEDICARE SHORTFALL IS CONSIDERED A COMMUNITY BENEFIT. THE ORGANIZATION REPORTED ONLY THOSE ALLOWABLE COSTS AND MEDICARE REIMBURSEMENTS REPORTED IN THE MEDICARE COST REPORT FOR THE YEAR.TOTAL REVENUE RECEIVED FROM MEDICARE IS THE GROSS REIMBURSEMENT PLUS SETTLEMENT. BOTH TOTAL REVENUE RECEIVED FROM MEDICARE AND THE MEDICARE ALLOWABLE COSTS ARE REPORTED FROM THE MEDICARE COST REPORT. THE MEDICARE COST REPORT IS COMPLETED BASED ON THE RULES AND REGULATIONS SET FORTH BY CENTERS FOR MEDICARE AND MEDICAID SERVICES. |
| PART III, LINE 9B: | IN KEEPING WITH THE MISSION, VISION AND VALUES OF WINONA HEALTH SERVICES, OUR ORGANIZATION IS COMMITTED TO GIVING A PATIENT EVERY OPPORTUNITY TO PAY THEIR MEDICAL DEBT IN FULL OR TO MAKE ARRANGEMENTS BASED ON ORGANIZATIONAL POLICY. WHEN A PATIENT IS IN THE PROCESS OF APPLYING FOR FINANCIAL ASSISTANCE, WHETHER CHARITY CARE OR AN INTEREST FREE PAYMENT PLAN, THERE WILL BE NO COLLECTION EFFORTS. COLLECTION EFFORTS INCLUDE PHONE CONTACTS, LETTERS, PATIENT INTERVIEWS AND FILING A JUDGEMENT AGAINST THE PATIENT AND POTENTIAL GARNISHMENT OF WAGES. AFTER A DETERMINATION OF FINANCIAL ASSISTANCE, ANY PERSONAL PORTION DUE FOLLOWS THE SAME COLLECTION PROCEDURES AS OTHER ACCOUNTS. |
| PART VI, LINE 2: | WINONA HEALTH SERVICES (WHS) USES A VARIETY OF METHODS TO LISTEN TO ITS CUSTOMERS, AND THE METHODOLOGIES VARY BY CUSTOMER GROUPS. THE DEVELOPMENT OF MOST MAJOR SERVICES INCLUDES THE MEETING OF A COMMUNITY ADVISORY GROUP TO ASSESS OPERATIONS AND PLANS AND PROVIDE RECOMMENDATIONS TO THE LEADERSHIP TEAM. WHS ALSO USES POINT OF CARE FEEDBACK COMMENT CARDS, FOCUS GROUPS, ADVISORY COMMITTEES COMPRISED OF COMMUNITY INDIVIDUALS, AND WEB AND CONSUMER NEWSLETTER SURVEYS TO CAPTURE FEEDBACK FROM PATIENTS/RESIDENTS AND COMMUNITY. IMMEDIATE FEEDBACK IS OBTAINED FROM PATIENTS/RESIDENTS AND COMMUNITY THROUGH PRE- AND POST-SERVICE CALLS, ROUNDING, AND INFORMAL SURVEYS. WHS ALSO WORKS WITH LOCAL NON-PROFIT ORGANIZATIONS GATHERING FEEDBACK FROM LOCAL AGENCIES AND THEIR BOARDS TO ENSURE COMMUNITY NEEDS ARE BEING MET. WHS AND WINONA COUNTY PUBLIC HEALTH BEGAN WORKING ON THE COMMUNITY HEALTH NEEDS ASSESSMENT IN LATE FY 2012 AND THE REPORT WAS PUBLISHED DURING FY 2013. THE ENTIRE REPORT IS AVAILABLE ON THE WINONA HEALTH WEBSITE. |
| PART VI, LINE 3: | WHS PLACES PAMPHLETS THAT CONTAIN INFORMATION ABOUT OUR CHARITY CARE PROGRAMS AND POLICIES THROUGHOUT THE ORGANIZATION, INCLUDING ALL PATIENT ACCESS AREAS. IN ADDITION, INFORMATION CAN BE FOUND ON OUR WEBSITE OR BY CALLING THE WHS BUSINESS OFFICE EITHER LOCALLY OR TOLL-FREE. WHS ALSO SENDS OUT A COVER LETTER WITH ALL FIRST TIME SELF-PAY STATEMENTS WHICH EXPLAINS OPTIONS FOR CHARITY CARE, GOVERNMENT PROGRAM ASSISTANCE, AND OUR UNINSURED DISCOUNT PROGRAM. IN ADDITION, THE WHS SOCIAL SERVICES DEPARTMENT AND/OR A CONTRACTED PATIENT ADVOCATE MAY MEET WITH IN-HOUSE OR RECENTLY DISCHARGED PATIENTS TO GO OVER ALL THE PAYMENT OPTIONS WHICH INCLUDE CHARITY CARE, GOVERNMENTAL PROGRAMS, OR OTHER ALTERNATIVE PAYMENT OPTIONS. WHS WORKS WITH THE COUNTY TO HELP INITIATE A SCREENING PROCESS FOR APPLYING FOR GOVERNMENTAL PROGRAMS BY OFFERING THE PATIENTS AN OPPORTUNITY TO LOCK IN AN EFFECTIVE DATE FOR THOSE PROGRAMS IF SUBSEQUENTLY FOUND ELIGIBLE. WHS ALSO IS CONTRACTED WITH MNSURE AND HAS CERTIFIED APPLICATION COUNSELORS ONSITE TO ASSIST PATIENTS IN APPLYING FOR INSURANCE COVERAGE THROUGH THE STATE RUN EXCHANGE. |
| PART VI, LINE 4: | WHS DEFINES ITS PRIMARY SERVICE AREA AS THE ZIP CODE OF WINONA AND THE IMMEDIATE SURROUNDING AREA WITH A POPULATION BASE OF APPROXIMATELY 35,000 RESIDENTS. ITS SECONDARY SERVICE AREA ENCOMPASSES A 20-MILE RADIUS FROM WINONA REPRESENTING ANOTHER 12,000 RESIDENTS. WHS IS LOCATED BETWEEN TWO LARGE, WELL-KNOWN TERTIARY HEALTH CARE CENTERS, MAYO AND GUNDERSEN LUTHERAN. WHS HAS FOCUSED ON FULFILLING ITS COMMUNITY NEED: A FULL PRIMARY CARE FACILITY. WHS DEFINES ITSELF AS A PRIMARY CARE HEALTH SYSTEM AND PROVIDES ITS PATIENTS AND RESIDENTS CONNECTIONS TO TERTIARY LEVEL SERVICES TO MEET THEIR NEEDS REGIONALLY OR NATIONALLY, AS THE PATIENT CHOOSES. IN 2010, WINONA HAD A MEDIAN HOUSEHOLD INCOME OF $36,296 AND 22.3% OF PERSONS WERE BELOW THE POVERTY LEVEL. THE MAJORITY OF OUR PATIENTS LIVE IN WINONA WHICH HAS A POPULATION OF OVER 27,000 PEOPLE. APPROXIMATELY 20% OF OUR PATIENTS ARE UNINSURED AND/OR MEDICAID RECIPIENTS. |
| PART VI, LINE 5: | WHS OFFERS EMERGENCY AND URGENT CARE, PRIMARY CARE FOR ALL AGES, SURGICAL AND SPECIALTY CARE, INPATIENT CARE, AND SENIOR SERVICES. OUR BOARD IS COMPRISED OF PHYSICIANS AND PRIMARILY COMMUNITY MEMBERS. THE BOARD AND MEDICAL STAFF ARE INVOLVED IN OUR STRATEGIC PLANNING WHICH FOCUSES ON THE HEALTH OF OUR COMMUNITY MEMBERS. TO MEET THE NEEDS OF OUR COMMUNITY, THE HOSPITAL EXTENDS PRIVILEGES TO MEDICAL STAFF THAT ARE QUALIFIED THROUGH LICENSURE IN THE STATE OF MINNESOTA. WE ARE INVOLVED IN SEVERAL ON-SITE AND OFF-SITE HEALTH FAIRS OFFERING FREE BLOOD PRESSURE CHECKS, GLUCOSE SCREENINGS AND STAFF EXPERTISE ON HEALTH QUESTIONS. WE ALSO PROVIDE FREE COMMUNITY HEALTH TALKS FOR COMMUNITY MEMBERS ON CERTAIN HEALTH TOPICS. EXCESS FUNDS ARE REINVESTED AND USED FOR PATIENT CARE AND FACILITY UPGRADES.ADDITIONAL PROGRAMS THAT BENEFIT THE COMMUNITY INCLUDE:HEALTH PROFESSIONAL TRAINING: WINONA HEALTH SERVICES WORKS CLOSELY WITH NURSE AND HEALTH PROFESSIONAL EDUCATION PROGRAMS AT WINONA STATE UNIVERSITY, ST. MARY'S UNIVERSITY AND SOUTHEAST TECHNICAL COLLEGE. ALONG WITH TRAINING LPNS AND RNS ON SITE, OTHER STUDENTS GOING INTO FIELDS OF ATHLETIC TRAINING, SOCIAL WORK, NUTRITION, LAB, RADIOLOGY, PHYSICAL THERAPY AND BIO MED ARE ALSO EDUCATED AND MENTORED ON SITE. APPROXIMATELY 1,890 STUDENTS WORK WITH STAFF IN THE FOLLOWING DEPARTMENTS: MEDICAL/SURGICAL/PEDIATRIC UNIT, FAMILY BIRTH CENTER, INTENSIVE CARE UNIT, EMERGENCY DEPARTMENT, LAB, RADIOLOGY, SOCIAL WORKERS, PHYSICAL AND OCCUPATIONAL THERAPY AND BIO MED.PREVENTIVE CARE: WHS ENCOURAGES PREVENTIVE CARE THROUGH A NUMBER OF RESOURCES. WINONA HEALTH ONLINE IS A FREE WEB-TOOL THAT ALLOWS PATIENTS TO HAVE ACCESS TO THEIR WINONA HEALTH SERVICES RECORDS ANYTIME, ANYWHERE WITH AN INTERNET CONNECTION. PATIENTS CAN DOCUMENT THEIR HEALTH HISTORY, ACCESS DIABETES AND ASTHMA MANAGEMENT PROGRAMS, RECEIVE LAB TEST RESULTS, AND TRACK WELLNESS ACTIVITIES. WINONA HEALTH SERVICES OFFERS A NUMBER OF EDUCATIONAL OPPORTUNITIES FOR THE COMMUNITY, FROM CPR CLASSES TO FREE OR LOW-COST SCREENINGS INCLUDING PROSTATE CANCER, CHOLESTEROL, DEPRESSION, AND MAMMOGRAMS. WHS IS THE MAIN SPONSOR FOR A COMMUNITY-WIDE DIABETES EXPO. COMMUNITY HEALTH TALKS PROVIDE INDIVIDUALS WITH EDUCATIONAL INFORMATION ON A VARIETY OF HEALTH TOPICS AND ARE FREE THROUGHOUT THE YEAR. THE WINONA HEALTH SERVICES OCCUPATIONAL HEALTH DEPARTMENT PRESENTS VARIOUS PREVENTIVE PROGRAMS GEARED TOWARD BUSINESS LEADERS AND HR PROFESSIONALS. THE DEPARTMENT TEAMS UP WITH PHYSICIANS AND LOCAL EXPERTS TO PROVIDE INFORMATION ON A WIDE VARIETY OF BUSINESS-RELATED TOPICS SUCH AS DRUG USE IN THE WORK PLACE, ERGONOMICS, WORKER'S COMPENSATION AND MORE. THESE ARE FREE AND WELL-ATTENDED. THE STAFF ALSO PARTICIPATES IN MANY COMMUNITY COLLABORATIVE HEALTHCARE EVENTS.EMPLOYEE HEALTH: THE HEALTHY U PROGRAM IS A HEALTH MANAGEMENT INCENTIVE INITIATIVE DESIGNED TO SUPPORT AND ENCOURAGE HEALTHY ACTIVITIES FOR OUR EMPLOYEES AND FAMILIES. THE PROGRAM REINFORCES THE EMPHASIS ON PREVENTION, AIMING TO IMPROVE THEIR HEALTH AND WELL-BEING. WELLNESS EVALUATIONS BY A CERTIFIED HEALTH ADVISOR ARE OFFERED FREE TO STAFF. EMPLOYEES CAN EARN CREDITS TIED TO COMPLETION OF PREDETERMINED ACTIVITIES SPECIFIC TO THEIR HEALTH GOALS WHICH COULD RESULT IN AN UP TO $600 SAVINGS IN HEALTH PLAN PREMIUMS. IN ITS SEVENTH YEAR, HEALTHY KIDS CLUB IS A COMMUNITY-WIDE PROGRAM FOR CHILDREN 5-12 AND FOCUSES ON TEACHING CHILDREN THE IMPORTANCE OF HEALTH AND WELLNESS AT AN EARLY AGE. COLLABORATING WITH OTHER ORGANIZATIONS IN THE COMMUNITY, THE PROGRAM IS FREE AND HAS SERVICED OVER 4,100 CHILDREN AND FAMILIES, PROVIDED OVER 4,500 HEALTHY SNACKS SINCE ITS OFFICIAL INCEPTION IN 2007. WHS HAS SPENT OVER $125,000 ON THIS ACTIVITY SINCE 1996. AREA SCHOOLS AND NINE AREA NONPROFIT ORGANIZATIONS SUCH AS THE FAMILY YMCA, WINONA COUNTY PARKS AND RECREATION AND WINONA STATE UNIVERSITY ARE STRONG COMMUNITY PARTNERS. EMERGENCY CARE: WHS PROVIDES 24-HOUR-A-DAY, 365-DAYS-PER-YEAR EMERGENCY CARE TO THE COMMUNITY. IT EMPLOYS SEVEN FULL-TIME PHYSICIANS AND SEVERAL MID-LEVEL PROVIDERS AS THE SERVICE CONTINUES TO GROW. WINONA HEALTH SERVICES HAS EXCELLENT RELATIONS WITH NEIGHBORING TERTIARY FACILITIES AND TRANSPORTS PATIENTS AS NEEDED TO LA CROSSE AND ROCHESTER.COMMUNITY RELATIONS: WHS WORKS WITH AREA NONPROFIT ORGANIZATIONS TO SUPPORT HEALTH AND YOUTH-RELATED ACTIVITIES. IN FY 2014, STAFF SPOKE TO 2,697 INDIVIDUALS THROUGH OUR OUTREACH SPEAKER'S BUREAU. IN ADDITION, WHS STAFF DELIVERED OVER 480 MEALS-ON-WHEELS TO COMMUNITY MEMBERS THROUGH A LOCAL MEAL DELIVERY PROGRAM. STAFF MEMBERS ARE ALSO INVOLVED IN SEVERAL NON-PROFIT COMMITTEES, DONATING THEIR TIME TO SUPPORT OUR COMMUNITY. COMMUNITY EDUCATION: WHS'S COMMUNITY EDUCATION PROGRAMMING INCLUDES FREE OR REDUCED-FEE CLASSES ON CHILDBIRTH AND PARENTING, SUPPORT GROUPS FOR BREASTFEEDING, CARDIO-PULMONARY RESUSCITATION, DIABETES PREVENTION, FIRST AID, AND SMOKING CESSATION. IN FY 2014, WHS SERVED 1,040 INDIVIDUALS THROUGH THESE CLASSES. STAFF AT LOCAL HEALTH FAIRS SERVED 844 INDIVIDUALS, OFTEN OFFERING FREE BLOOD SUGAR AND BLOOD PRESSURE SCREENINGS. VOLUNTEERS FROM THE WH AUXILIARY OFFER FREE HEALTHCARE DIRECTIVES EDUCATIONAL SESSIONS THROUGHOUT THE YEAR. |
| PART VI, LINE 7, REPORTS FILED WITH STATES | MN |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINONA HEALTH FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MANKATO AVENUE | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 411879744 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $89,541 | CashGrantAmt |
| Purpose Of Grant | DONATION TO LIVE WELL WINONA FUND | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WINONA HEALTH SERVICES WILL REVIEW SOLICITATIONS FROM OTHER LEGALLY RECOGNIZED, TAX-EXEMPT NONPROFIT ORGANIZATIONS WHOSE WORK BENEFITS THE COMMUNITY BASED ON THE FOLLOWING: A. THE REQUEST ADDRESSES A COMMUNITY HEALTH OR WELLNESS ISSUE. B. THE REQUEST BENEFITS AREA YOUTH IN THE AREAS OF HEALTH AND WELLNESS. C. THE REQUEST SUPPORTS A PROJECT DIRECTLY BENEFITING THE COMMUNITY AND ALIGNED WITH WINONA HEALTH SERVICES' MISSIONS/VISION/VALUES. D. THE REQUEST SUPPORTS KEY WINONA HEALTH SERVICES BUSINESS AND MARKETING STRATEGIES. E. PRIORITY WILL BE GIVEN TO LOCAL NONPROFIT ORGANIZATIONS. F. TYPICALLY, ONLY ONE REQUEST WILL BE AWARDED TO A NONPROFIT IN A GIVEN YEAR. ALL DONATION REQUESTS WILL BE DIRECTED TO THE MARKETING COMMUNICATIONS DEPARTMENT FOR PROCESSING. A. STAFF WILL REVIEW THE REQUEST BASED ON THE ABOVE CRITERIA AND BUDGET PARAMETERS, WITH KEY DONATION DETERMINED YEARLY DURING THE BUDGETING PROCESS. B. THE FOLLOWING PROCESSES WILL BE USED TO REVIEW DONATION REQUESTS: 1. STAFF MAY PROCESS ALL DONATIONS APPROVED DURING THE BUDGETING PROCESS AND THOSE THAT MEET THE CRITERIA AND ARE LESS THAN $500 WITHOUT ADDITIONAL APPROVAL. 2. REQUESTS MEETING THE CRITERIA AND BETWEEN $500-$1,000 OR THOSE REQUESTS THAT REQUIRE FURTHER REVIEW SHOULD BE DISCUSSED WITH THE PRESIDENT/CEO BEFORE RECEIVING APPROVAL. 3. DONATION REQUESTS ABOVE $1,000 OR REQUESTS FOR MULTI-YEAR FUNDING SHOULD GO TO THE BOARD OF DIRECTOR'S PR/MARKETING COMMITTEE FOR REVIEW AND APPROVAL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT BIRDSALL MD | ||||||||||||||
| DIRECTOR | $316,385 | $0 | $9,609 | $0 | $16,146 | $0 | $29,656 | $0 | $29,937 | $0 | $401,733 | $0 | $0 | $0 |
| MATTHEW BROGHAMMER MD | ||||||||||||||
| DIRECTOR | $387,760 | $0 | $47,109 | $0 | $24,988 | $0 | $51,691 | $0 | $27,570 | $0 | $539,118 | $0 | $0 | $0 |
| RICHARD FERRIS MD | ||||||||||||||
| DIRECTOR | $203,917 | $0 | $10,234 | $0 | $7,688 | $0 | $42,277 | $0 | $26,928 | $0 | $291,044 | $0 | $0 | $0 |
| DANIEL PARKER MD | ||||||||||||||
| DIRECTOR | $211,265 | $0 | $10,234 | $0 | $13,383 | $0 | $33,096 | $0 | $28,867 | $0 | $296,845 | $0 | $0 | $0 |
| RACHELLE HEISING-SCHULTZ | ||||||||||||||
| PRESIDENT/CEO/DIRECTOR | $366,148 | $0 | $93,800 | $0 | $7,871 | $0 | $28,503 | $0 | $33,553 | $0 | $529,875 | $0 | $0 | $0 |
| SARA GABRICK | ||||||||||||||
| CNO | $151,644 | $0 | $32,000 | $0 | $688 | $0 | $11,446 | $0 | $29,726 | $0 | $225,504 | $0 | $0 | $0 |
| BRETT WHYTE MD | ||||||||||||||
| EMERGENCY PHYSICIAN | $321,276 | $0 | $200 | $0 | $48,177 | $0 | $57,740 | $0 | $27,088 | $0 | $454,481 | $0 | $0 | $0 |
| EVERETT BEGUIN | ||||||||||||||
| FAMILY PRACTICE PHYSICIAN | $239,068 | $0 | $10,234 | $0 | $8,153 | $0 | $22,964 | $0 | $27,445 | $0 | $307,864 | $0 | $0 | $0 |
| KATRINA HAMMEL | ||||||||||||||
| HOSPITALIST | $262,025 | $0 | $200 | $0 | $16,602 | $0 | $24,414 | $0 | $28,618 | $0 | $331,859 | $0 | $0 | $0 |
| LEROY TROMBETTA MD | ||||||||||||||
| GENERAL SURGEON | $365,226 | $0 | $25,793 | $0 | $1,617 | $0 | $65,800 | $0 | $32,570 | $0 | $491,006 | $0 | $0 | $0 |
| AMARJIT VIRDI MD | ||||||||||||||
| ANESTHESIOLOGIST | $374,144 | $0 | $200 | $0 | $1,634 | $0 | $45,018 | $0 | $27,570 | $0 | $448,566 | $0 | $0 | $0 |
| WILLIAM KRUEGER | ||||||||||||||
| RADIOLOGIST | $514,144 | $0 | $200 | $0 | $7,737 | $0 | $70,218 | $0 | $27,504 | $0 | $619,803 | $0 | $0 | $0 |
| CARLOS MORALES | ||||||||||||||
| EMERGENCY PHYSICIAN | $359,594 | $0 | $200 | $0 | $10,659 | $0 | $32,909 | $0 | $27,570 | $0 | $430,932 | $0 | $0 | $0 |
| GIUSTINO ALBANESE | ||||||||||||||
| RADIOLOGIST | $487,576 | $0 | $200 | $0 | $10,078 | $0 | $64,818 | $0 | $11,580 | $0 | $574,252 | $0 | $0 | $0 |
| MICHAEL ALLEN | ||||||||||||||
| FORMER CFO/TREASURER | $201,723 | $0 | $0 | $0 | $123,666 | $0 | $12,406 | $0 | $20,788 | $0 | $358,583 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE FOLLOWING INDIVIDUALS RECEIVED EMPLOYER CONTRIBUTIONS TO A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: MATTHEW BROGHAMMER $12,025 THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IS AVAILABLE TO EXECUTIVES, PHYSICIANS, AND MID-LEVEL PROVIDERS AS DETERMINED BY THE BOARD OF DIRECTORS. IT IS FUNDED BY EMPLOYER CONTRIBUTIONS, AND EMPLOYEES ARE VESTED WITHIN FIVE YEARS. AN ALTERNATIVE PLAN IS AVAILABLE WHICH IS FUNDED BY EMPLOYEE CONTRIBUTIONS AND NOT SUBJECT TO FORFEITURE. |
| PART I, LINE 7 | LEROY TROMBETTA RECEIVED A PRODUCTION BONUS OF $25,793. SARA GABRICK RECEIVED A BONUS OF $32,000. RACHELLE HEISING-SCHULTZ RECEIVED A BONUS OF $93,800. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF WINONA | ||||||||
| A | 416005651 | 975232CE7 | 2012-05-04 | $19,887,849 | REFUND REVENUE BONDS ISSUED 7/16/2004 | 0 | 0 | 0 |
| CITY OF WINONA | ||||||||
| B | 416005651 | 975232BQ1 | 2007-07-31 | $12,779,904 | SEE BELOW FOR COMPLETE DESCRIPTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $19,887,849 | $1,555,683 | $356,781 | $17,975,385 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $12,779,904 | $927,843 | $167,030 | $6,344,845 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) | $2,650,000 | $5,340,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CITY OF WINONA DATE THE REBATE COMPUTATION WAS PERFORMED: 08/14/2012 |
| PART I, LINE B: | SCHEDULE K INCLUDES THE ALLOCABLE SHARE OF THE SERIES 2007 TAX-EXEMPT BOND. THE REMAINING SHARE IS REPORTED ON RELATED ORGANIZATION SCHEDULE K, WINONA SENIOR SERVICES, EIN - 41-1936536. |
| PART I, LINE B, COLUMN (F): | REFUNDING OF PRIOR REVENUE BONDS ORIGINALLY ISSUED 8/1/2000 AND 7/1/2004 AND RENOVATION AND ACQUISITION OF PROPERTY ON SARNIA STREET AND PARKS AVENUE. |
| PART II, LINE 11(A): | THE AMOUNT REPORTED ON LINE 11 REPRESENTS THE AMOUNT OF PROCEEDS USED TO REFUND PRIOR BONDS ISSUED IN 2004. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| HIAWATHA BROADBAND COMMUNICATIONS INC | |||
| ONE BOARD MEMBER IS OWNER & ONE BOARD MEMBER IS ON THE BOARD OF HBC, INC. | $135,293 | PURCHASE OF TELEPHONE AND CABLE SERVICES | 0 |
| WINONA AGENCY | |||
| OWNED BY BOARD MEMBER | $124,710 | PURCHASE OF INSURANCE | 0 |
| MARIE OLSEN WAGNER | |||
| SPOUSE OF BOARD MEMBER | $65,663 | COMPENSATION AND BENEFITS AS AN EMPLOYEE | 0 |
| HEIDI FERRIS | |||
| SPOUSE OF BOARD MEMBER | $39,726 | COMPENSATION AND BENEFITS AS AN EMPLOYEE | 0 |
| SARNIA REALTY | |||
| OWNED BY TWO BOARD MEMBERS | $1,119,805 | PROPERTY LEASE | 0 |
| SCHWAB | |||
| BOARD MEMBER IS 50% OWNER | $143,210 | CONTRACTORS | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | 1. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR TRANSACTING THE BUSINESS OF THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN MEETINGS OF THE FULL BOARD SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. 2. THE COMMITTEE SHALL ACT ON MATTERS WHICH CANNOT REASONABLY AWAIT ACTION BY THE FULL BOARD OF DIRECTORS. 3. OTHER MATTERS MAY BE DELEGATED TO THE EXECUTIVE COMMITTEE BY THE BOARD OF DIRECTORS, FOR EXAMPLE: - RECRUITMENT, SELECTION, AND EVALUATION OF THE CEO; - REVIEW AND APPROVAL OF A SENIOR EXECUTIVE DEVELOPMENT PLAN AND A CEO SUCCESSION PLAN; - REVIEW AND APPROVAL OF THE INCENTIVE EXPECTATIONS FOR THE EXECUTIVE STAFF; - REVIEW AND APPROVAL OF THE EXECUTIVE COMPENSATION COMMITTEE'S RECOMMENDATIONS; 4. CONDUCT OTHER ACTIVITIES WITHIN THE SCOPE OF THE COMMITTEE'S PURPOSE AND AUTHORITY AS THE BOARD MAY FROM TIME TO TIME DETERMINE; 5. PERIODICALLY REVIEW THE COMMITTEE CHARTER AND MAKE RECOMMENDATIONS TO THE BOARD WITH REGARD TO ANY CHANGES TO THE CHARTER THAT THE COMMITTEE BELIEVES WOULD BE DESIRABLE. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING INDIVIDUALS HAVE BUSINESS RELATIONSHIPS: SCOTT BIESANZ WITH KEN MOGREN GARY EVANS WITH HUGH MILLER SCOTT BIRDSALL WITH RACHELLE HEISING-SCHULTZ, AND STEVE BLUE RACHELLE HEISING-SCHULTZ WITH GARY EVANS, STEVE BLUE, AND SCOTT BIRDSALL MATT BROGHAMMER WITH DAN PARKER JIM KILLIAN WITH HUGH MILLER |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS REVIEWED INITIALLY BY THE CFO AND DIRECTOR OF FINANCIAL OPERATIONS. IT IS THEN REVIEWED BY THE EXECUTIVE COMMITTEE BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS SENIOR LEADERS, DIRECTORS, OFFICERS AND BOARD COMMITTEE MEMBERS. THE POLICY IS SIGNED ANNUALLY AND REVIEWED BY THE CEO FOR CONFLICTS. ANY CONFLICTS ARE BROUGHT TO THE BOARD FOR DISCUSSION. IF A BOARD MEMBER HAS A POTENTIAL CONFLICT, THEY MUST ABSTAIN FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE HAS A PROCESS IN PLACE FOR DETERMINING COMPENSATION FOR THE CEO AND CFO BASED ON RESULTS OF A COMPENSATION STUDY, APPROVAL AND DOCUMENTATION BY THE BOARD/COMMITTEE MEMBERS AND THE USE OF INDEPENDENT CONSULTING EVERY 3 YEARS. THE BOARD REVIEWS COMPENSATION FOR THESE INDIVIDUALS ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO ATTACHED TO THE FORM 990. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WINONA SENIOR SERVICES INC | |||||||||||
| 855 MANKATO AVENUE | WINONA | MN | 55987 | 411936536 | LONG-TERM CARE | MN | 501(C)(3) | LINE 3 | WINONA HEALTH SERVICES | Yes (1) | |
| WINONA HEALTH FOUNDATION | |||||||||||
| 855 MANKATO AVENUE | WINONA | MN | 55987 | 411879744 | FUNDRAISING | MN | 501(C)(3) | LINE 7 | WINONA HEALTH SERVICES | Yes (1) | |
| WINONA HEALTH PHYSICIAN CLINICS | |||||||||||
| 420 E SARNIA | WINONA | MN | 55987 | 411767741 | HEALTH CARE SERVICES | MN | 501(C)(3) | LINE 9 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WINONA SENIOR SERVICES INC | ||
| O | $120,724 | DUE TO/FROM NET CHANGE IN BALANCE |
| WINONA SENIOR SERVICES INC | ||
| S | $11,553,943 | DUE TO/FROM NET CHANGE IN BALANCE |
| WINONA SENIOR SERVICES INC | ||
| R | $11,462,125 | DUE TO/FROM NET CHANGE IN BALANCE |
| WINONA HEALTH FOUNDATION | ||
| O | $156,646 | DUE TO/FROM NET CHANGE IN BALANCE |
| WINONA HEALTH FOUNDATION | ||
| Q | $51,718 | DUE TO/FROM NET CHANGE IN BALANCE |
| WINONA HEALTH FOUNDATION | ||
| S | $934,275 | DUE TO/FROM NET CHANGE IN BALANCE |
| WINONA HEALTH FOUNDATION | ||
| C | $308,135 | DUE TO/FROM NET CHANGE IN BALANCE |