HEALTHPARTNERS INSTITUTE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHPARTNERS INSTITUTE (EIN 41-1670163)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201413189349302666
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T10:17:10-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135665207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 WELLS FARGO CTR 90 SO 7TH | AddressLine1 |
| Address Line2 | STREET | AddressLine2 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411670163 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHPARTNERS RESEARCH & EDUCATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 9528836584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8170 33RD AVENUE SOUTH PO BOX 1309 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554401309 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A DZIUK | PersonNm |
| Person Title | DIRECTOR AND CFO | PersonTitleTxt |
| Phone | 9528836584 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN LAMOUREUX | PreparerPersonNm |
| PTIN | P00691316 | PTIN |
| Phone | 6123055000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHPARTNERS INSTITUTE FOR EDUCATION AND RESEARCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID A DZIUK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8170 33RD AVENUE SOUTH PO BOX 1309 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554401309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,418,985 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHPARTNERSINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,261,631 | PYContributionsGrantsAmt |
| CY Contributions Grants | $920,740 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,707,845 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,829,155 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,084,187 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,668,818 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $272 | CYOtherRevenueAmt |
| PY Total Revenue | $20,053,663 | PYTotalRevenueAmt |
| CY Total Revenue | $24,418,985 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,069,332 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,939,688 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $70,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,193,904 | PYOtherExpensesAmt |
| CY Other Expenses | $5,111,123 | CYOtherExpensesAmt |
| PY Total Expenses | $19,263,736 | PYTotalExpensesAmt |
| CY Total Expenses | $21,050,811 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $789,927 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,368,174 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,011,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,762,706 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $944,176 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $837,096 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,067,429 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,925,610 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO DISCOVER AND ACCELERATE THE USE OF KNOWLEDGE TO IMPROVE THE HEALTH AND HEALTHCARE OF OUR MEMBERS, PATIENTS, AND COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,290,309 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $21,829,155 | RevenueAmt |
| Desc | SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS | Desc |
| Total Program Service Expenses | $14,290,309 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVE A DZIUK HEALTHPARTNERS SENIOR VP & CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9528836535 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8170 33RD AVE S PO BOX 1309 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554401309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| PAUL BATALDEN MD | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JOHN FINNEGAN JR PHD | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MARCIA HANSON | |||||||
| DIRECTOR & CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ERIC LARSON MD | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS TASHJIAN MD | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ABELSON MD | |||||||
| DIRECTOR & PRESIDENT | 0.50 | Yes (X) | $0 | $1,410,881 | $268,995 | 49.50 | Yes (X) |
| RACHEL C COLLIER DPM | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $24,042 | $10,174 | 47.50 | |
| PATRICK T COURNEYA MD | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $397,420 | $83,485 | 39.50 | |
| DAVID A DZIUK | |||||||
| DIRECTOR & CFO | 0.50 | Yes (X) | $0 | $563,763 | $172,778 | 54.50 | Yes (X) |
| BROCK D NELSON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $586,029 | $181,857 | 54.50 | |
| NICOLAAS P PRONK PHD | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $309,385 | $82,885 | 55.50 | |
| FELIX ANKEL MD | |||||||
| EXECUTIVE DIRECTOR, EDUCATION | 40.00 | $0 | $350,325 | $86,873 | Yes (X) | ||
| ANDREW F NELSON MPH | |||||||
| EXECUTIVE DIRECTOR, RESEARCH | 58.50 | $0 | $258,852 | $100,639 | Yes (X) | ||
| BARBARA E TRETHEWAY | |||||||
| BRD SCTRY - GNRL COUNSEL | 0.50 | $0 | $632,735 | $154,088 | 52.50 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,533,432 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,141,774 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| KAISER FOUNDATION RESEARCH INSTITUTE | |||||
| 1800 HARRISON ST 16TH FLOOR | OAKLAND | CA | 946123433 | SUB CONTRACTOR | $498,833 |
| UNIVERSITY OF MINNESOTA | |||||
| 1300 S 2ND ST ROOM 655 | MINNEAPOLIS | MN | 55454 | SUB CONTRACTOR | $494,205 |
| UNIVERSITY OF WASHINGTON | |||||
| BOX 355872 | SEATTLE | WA | 98195 | SUB CONTRACTOR | $193,922 |
| TOUCHDESIGN AUTOMATION | |||||
| 107283 70TH AVE N | MAPLE GROVE | MN | 55311 | AUTOMATION SERVICES | $179,713 |
| WINTHROP & WEINSTINE | |||||
| 225 S 6TH ST STE 3500 | MINNEAPOLIS | MN | 554024629 | LEGAL SERVICES | $172,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $708,659 | RelatedOrganizationsAmt |
| All Other Contributions | $212,081 | AllOtherContributionsAmt |
| Total Contributions | $920,740 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICAL RESEARCH | 541700 | $16,222,157 | $16,222,157 |
| MEDICAL EDUCATION | 611710 | $5,606,998 | $5,606,998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,829,155 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,668,818 | TotalRevenueColumnAmt |
| Exclusion | $1,668,818 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTELLECTUAL PROPERTY | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $272 | TotalRevenueColumnAmt |
| Exclusion | $272 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $272 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,418,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,829,155 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,669,090 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,689 | TotalAmt |
| Management And General | $796,689 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,424,262 | TotalAmt |
| Program Services | $9,047,733 | ProgramServicesAmt |
| Management And General | $3,376,529 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,718,737 | TotalAmt |
| Program Services | $2,066,740 | ProgramServicesAmt |
| Management And General | $651,997 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,311 | TotalAmt |
| Management And General | $196,311 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,300 | TotalAmt |
| Management And General | $24,300 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,431 | TotalAmt |
| Program Services | $11,524 | ProgramServicesAmt |
| Management And General | $448,907 | ManagementAndGeneralAmt |
| Fundraising | $70,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,011 | TotalAmt |
| Program Services | $103,037 | ProgramServicesAmt |
| Management And General | $7,974 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,596 | TotalAmt |
| Program Services | $92,366 | ProgramServicesAmt |
| Management And General | $63,230 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,358 | TotalAmt |
| Program Services | $43,006 | ProgramServicesAmt |
| Management And General | $137,352 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,671 | TotalAmt |
| Program Services | $132,243 | ProgramServicesAmt |
| Management And General | $589,428 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,527 | TotalAmt |
| Program Services | $184,913 | ProgramServicesAmt |
| Management And General | $76,614 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,585 | TotalAmt |
| Program Services | $159,499 | ProgramServicesAmt |
| Management And General | $49,086 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,070 | TotalAmt |
| Program Services | $128,156 | ProgramServicesAmt |
| Management And General | $90,914 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESEARCH | $1,930,672 | $1,930,434 | $238 |
| MISCELLANEOUS | $270,583 | $168,741 | $101,842 |
| SUPPLIES | $135,163 | $134,297 | $866 |
| FEES | $131,799 | $72,691 | $59,108 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,546 | TotalAmt |
| Program Services | $14,929 | ProgramServicesAmt |
| Management And General | $18,617 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,050,811 | TotalAmt |
| Program Services | $14,290,309 | ProgramServicesAmt |
| Management And General | $6,690,502 | ManagementAndGeneralAmt |
| Fundraising | $70,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,815 | BOYAmt |
| EOY | $47,176 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,485,562 | BOYAmt |
| EOY | $8,812,778 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,695,746 | BOYAmt |
| EOY | $2,502,876 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,805 | BOYAmt |
| EOY | $2,421,617 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,050 | BOYAmt |
| EOY | $47,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,253,996 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,559,183 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,129 | BOYAmt |
| EOY | $694,813 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,072,874 | BOYAmt |
| EOY | $15,236,011 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,624 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,011,605 | BOYAmt |
| EOY | $29,762,706 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,176 | BOYAmt |
| EOY | $836,932 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $164 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,176 | BOYAmt |
| EOY | $837,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,015,232 | BOYAmt |
| EOY | $27,470,936 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,052,197 | BOYAmt |
| EOY | $1,454,674 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,067,429 | BOYAmt |
| EOY | $28,925,610 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,011,605 | BOYAmt |
| EOY | $29,762,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,368,174 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $490,007 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt |
|---|---|---|---|
| GROUP HEALTH PLAN INC | |||
| 410797853 | 170(B)(1) (A)(III) | Yes (1) | $0 |
| REGIONS HOSPITAL | |||
| 410956618 | 170(B)(1) (A)(III) | Yes (1) | $0 |
| HEALTHPARTNERS INC | |||
| 411693838 | 501(C)(4) | Yes (1) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE A, PART I, LINE 11(I), COLUMN (VII) | FormAndLineReferenceDesc |
| Explanation | NO DIRECT MONETARY SUPPORT IS INDICATED FROM HEALTHPARTNERS RESEARCH & EDUCATION (INSTITUTE) TO ITS SUPPORTED ORGANIZATIONS: HOWEVER, THE INSTITUTE PERFORMS SERVICES WHICH ITS SUPPORTED ORGANIZATIONS WOULD OTHERWISE PERFORM ON THEIR OWN. THE NATURE OF THESE SERVICES, AND THE RELATIONSHIP WITH ITS SUPPORTED ORGANIZATIONS IS DESCRIBED IN SCHEDULE O "FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS." | ExplanationTxt |
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) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | HEALTHPARTNERS RESEARCH & EDUCATION PAYS FOR CERTAIN CORPORATE PROFESSIONAL ASSOCIATION MEMBERSHIPS. A PORTION OF SUCH MEMBERSHIP DUES POTENTIALLY COULD BE USED BY THE PROFESSIONAL ASSOCIATIONS FOR LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,253,996 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,559,183 | DepreciationAmt |
| Book Value | $694,813 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $694,813 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $24,418,985 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,418,985 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,418,985 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,050,811 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,050,811 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,050,811 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID ABELSON MD | ||||||||||||||
| DIRECTOR & PRESIDENT | $0 | $889,915 | $0 | $367,419 | $0 | $153,547 | $0 | $207,460 | $0 | $61,535 | $0 | $1,679,876 | $0 | $0 |
| PATRICK T COURNEYA MD | ||||||||||||||
| DIRECTOR | $0 | $330,213 | $0 | $67,207 | $0 | $0 | $0 | $45,367 | $0 | $38,118 | $0 | $480,905 | $0 | $0 |
| DAVID A DZIUK | ||||||||||||||
| DIRECTOR & CFO | $0 | $417,027 | $0 | $116,920 | $0 | $29,816 | $0 | $131,730 | $0 | $41,048 | $0 | $736,541 | $0 | $17,825 |
| BROCK D NELSON | ||||||||||||||
| DIRECTOR | $0 | $457,118 | $0 | $128,911 | $0 | $0 | $0 | $140,570 | $0 | $41,287 | $0 | $767,886 | $0 | $0 |
| NICOLAAS P PRONK PHD | ||||||||||||||
| DIRECTOR | $0 | $254,260 | $0 | $55,125 | $0 | $0 | $0 | $50,398 | $0 | $32,487 | $0 | $392,270 | $0 | $0 |
| FELIX ANKEL MD | ||||||||||||||
| EXECUTIVE DIRECTOR, EDUCATION | $0 | $350,325 | $0 | $0 | $0 | $0 | $0 | $50,361 | $0 | $36,512 | $0 | $437,198 | $0 | $0 |
| ANDREW F NELSON MPH | ||||||||||||||
| EXECUTIVE DIRECTOR, RESEARCH | $0 | $211,934 | $0 | $46,918 | $0 | $0 | $0 | $59,960 | $0 | $40,679 | $0 | $359,491 | $0 | $0 |
| BARBARA E TRETHEWAY | ||||||||||||||
| BRD SCTRY - GNRL COUNSEL | $0 | $447,853 | $0 | $120,382 | $0 | $64,500 | $0 | $121,279 | $0 | $32,809 | $0 | $786,823 | $0 | $49,120 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: DAVID ABELSON, MD $ 113,160 DAVID A. DZIUK 19,876 BROCK D. NELSON 41,192 BARBARA E. TRETHEWAY 22,276 -------- TOTAL $ 196,504 |
| PART I, LINE 6 | ALL HEALTHPARTNERS RESEARCH & EDUCATION (INSTITUTE) OFFICERS, DIRECTORS AND HIGHEST COMPENSATED EMPLOYEES ARE EMPLOYED BY GROUP HEALTH PLAN, INC. (GHI), A RELATED ORGANIZATION OF THE INSTITUTE. COMPENSATION REPORTED IN FORM 990, PART VIII INCLUDES ANY COMPENSATION DERIVED FROM GHI'S MANAGEMENT INCENTIVE PROGRAM, WHICH INCENTS AND REWARDS BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGRAM IS A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE MANAGEMENT INCENTIVE PROGRAM'S REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G. VICE PRESIDENT, DIRECTOR, MANAGER, OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. GOALS WILL BE RELATED TO THE ORGANIZATION'S STRATEGIC PLAN AND WILL BE BALANCED. THESE AREAS MAY INCLUDE BUT ARE NOT LIMITED TO PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, EMPLOYEE AND/OR LEADERSHIP DEVELOPMENT, CARE DELIVERY, PATIENT EDUCATION, SIX AIMS, MARKET SHARE, STRATEGIC CAPABILITIES, FINANCIAL PERFORMANCE (NET MARGIN), ETC., AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. A NET MARGIN THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT. |
| FORM 990, SCH. J, PART II - PRIOR REPORTED COMPENSATION | COLUMN (F) INCLUDES AMOUNTS PAID TO PARTICIPANTS IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION, FOR THE FOLLOWING DIRECTORS AND OFFICERS: DAVID A. DZIUK $ 17,825 BARBARA E. TRETHEWAY $ 49,120 ANY ANALYSIS OF EARNINGS FOR THE CURRENT YEAR, FOR THESE PARTICIPANTS OF THE PLAN, SHOULD EXCLUDE THE AMOUNT IN COLUMN F AS PART OF THE ANALYSIS SINCE THOSE EARNINGS WERE ALREADY REPORTED IN COLUMN (C) OF PREVIOUS YEARS' 990'S. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS | I. ORGANIZATION AND GOVERNANCE HEALTHPARTNERS RESEARCH & EDUCATION (INSTITUTE) IS A MINNESOTA NONPROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS PART OF THE FAMILY OF HEALTHPARTNERS ORGANIZATIONS (HEALTHPARTNERS), AN INTEGRATED SYSTEM OF HEALTH FINANCING, CARE DELIVERY, AND SUPPORT SERVICES PROVIDING HEALTH PLAN SERVICES TO OVER 1,165,000 MEMBERS AND DELIVERING CARE TO OVER 4,500,000 PATIENT ENCOUNTERS, PRIMARILY IN MINNESOTA AND WESTERN WISCONSIN. HEALTHPARTNERS' MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY. HEALTHPARTNERS SEEKS TO TRANSFORM HEALTHCARE THROUGH A RELENTLESS FOCUS ON THE TRIPLE AIM - PROVIDING EXCEPTIONAL EXPERIENCE FOR THE INDIVIDUAL, IMPROVING THE HEALTH OF THE POPULATION, AND IMPROVING AFFORDABILITY - ALL AT THE SAME TIME. HEALTHPARTNERS INCLUDES AN ARRAY OF TAX-EXEMPT AND TAXABLE ENTITIES - INCLUDING FIVE HOSPITALS AND THEIR RELATED FOUNDATIONS, TWO HEALTH MAINTENANCE ORGANIZATIONS, FOUR NON-PROFIT PHYSICIAN GROUPS, HOME CARE, TRANSITIONAL CARE, MEDICAL EQUIPMENT, A THIRD PARTY ADMINISTRATOR THAT SERVES SELF INSURED EMPLOYERS, AND MANY MORE. A COMPLETE LISTING OF ALL HEALTHPARTNERS ORGANIZATIONS, FOR WHICH HPI IS THE PARENT ORGANIZATION AND THE REPORTING RELATIONSHIP BETWEEN EACH OF THOSE ORGANIZATIONS, CAN BE FOUND ON SCHEDULE R WITHIN THIS 990 RETURN. HEALTHPARTNERS, INC. (HPI) IS THE PARENT ENTITY OF HEALTHPARTNERS AND IS A MINNESOTA NON-PROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(4) AND IS THE SOLE CORPORATE MEMBER OF THE INSTITUTE. THE INSTITUTE IS RECOGNIZED AS A PUBLIC CHARITY UNDER IRC SECTION 509(A)(3) AS A SUPPORTING ORGANIZATION HPI, AND TO GROUP HEALTH PLAN, INC. (GHI), A MINNESOTA NONPROFIT CORPORATION AND LICENSED STAFF MODEL HMO, AND TO REGIONS HOSPITAL, A MINNESOTA NONPROFIT CORPORATION AND LICENSED HOSPITAL. BOTH GHI AND REGIONS HOSPITAL ARE RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). FOR INFORMATION ABOUT THE CHARITABLE AND COMMUNITY BENEFIT ACTIVITIES AND ACCOMPLISHMENTS OF THE INSTITUTE'S SUPPORTED ORGANIZATIONS, SEE THE FORM 990 ANNUAL FILINGS FOR EACH ENTITY. THE INSTITUTE WORKS WITH AND SUPPORTS CERTAIN EXEMPT ORGANIZATIONS WITHIN HEALTHPARTNERS TO ACHIEVE THESE AIMS WITH MAXIMUM EFFICIENCY AND COLLABORATION. THE INSTITUTE'S MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY. ITS VISION IS HEALTH AS IT COULD BE, AFFORDABILITY AS IT MUST BE, THROUGH RELATIONSHIPS BUILT ON TRUST. THE INSTITUTE AND HEALTHPARTNERS PARTNER'S WITH HMOS, CARE PROVIDERS, AND NONPROFIT ORGANIZATIONS THROUGHOUT THE REGION AND THE NATION TO INCREASE ACCESS FOR THE UNDERSERVED, CREATE AND DISSEMINATE RESEARCH AND CARE-IMPROVEMENT INFORMATION, PARTICIPATE IN THE DEVELOPMENT OF PUBLIC POLICY, AND MAXIMIZE SHARED RESOURCES FOR THE IMPROVEMENT OF THE HEALTH CARE SYSTEM AND THE COMMUNITY'S OVERALL HEALTH. THE INSTITUTE PROVIDES NATIONALLY ACCREDITED GRADUATE MEDICAL EDUCATION, CONTINUING MEDICAL EDUCATION, CLINICAL SIMULATION, AND OTHER HEALTH PROFESSIONAL EDUCATION. IT HAS BEEN RECOGNIZED LOCALLY AND NATIONALLY FOR ITS INNOVATIVE EDUCATIONAL PROGRAMS BY ORGANIZATIONS SUCH AS THE ALLIANCE FOR CONTINUING EDUCATION IN THE HEALTH PROFESSIONS, THE ALLIANCE FOR INDEPENDENT ACADEMIC MEDICAL CENTERS, AND THE MINNESOTA ALLIANCE FOR PATIENT SAFETY. ABOUT 500 RESIDENT PHYSICIANS AND 1,275 STUDENTS RECEIVE CLINICAL EXPERIENCE AND EDUCATION THROUGH THE INSTITUTE EACH YEAR. MORE THAN 300 CLINICIAN EDUCATORS SERVE AS FACULTY, MENTORS AND PRECEPTORS. IN ADDITION, MORE THAN 20,000 HEALTH PROFESSIONALS PARTICIPATE IN THE INSTITUTE'S CONTINUING EDUCATION ACTIVITIES, INCLUDING MORE THAN 5,750 PARTICIPANTS IN CLINICAL SIMULATION TRAINING. II. RESEARCH ACTIVITIES RESEARCH AREAS OF FOCUS AT THE INSTITUTE ARE CHRONIC DISEASE, CLINICAL RESEARCH, CRITICAL CARE, HEALTH ECONOMICS, MATERNAL AND CHILD HEALTH, HEALTH BEHAVIORS, MENTAL HEALTH, PATIENT-CENTERED OUTCOMES RESEARCH, NEUROSCIENCE AND ALZHEIMER'S DISEASE, AND ORAL AND DENTAL HEALTH. IN 2013, THE INSTITUTE WAS INVOLVED IN NEARLY 300 RESEARCH PROJECTS. AN OVERVIEW OF SOME PROJECT AREAS FOLLOWS. CHRONIC DISEASE DIABETES, HYPERTENSION AND CARDIOVASCULAR RISK REDUCTION IS A STRENGTH IN THE INSTITUTE'S CENTER FOR CHRONIC CARE INNOVATION. IN 2013, INSTITUTE INVESTIGATORS LED AND WERE INVOLVED IN THESE STUDIES: DIABETES - MINNESOTA MEDICAID INCENTIVES FOR PREVENTION OF DIABETES DEMONSTRATION - THIS STUDY IS TESTING THE EFFECTS OF TWO PATIENT INCENTIVE STRUCTURES DESIGNED TO CHANGE THE COMPLEX BEHAVIOR OF WEIGHT LOSS AMONG MINNESOTA MEDICAID BENEFICIARIES AT HIGH RISK FOR DIABETES. INCENTIVES WILL BE DELIVERED TO BENEFICIARIES THROUGH PARTICIPATION IN AN EVIDENCE-BASED DIABETES PREVENTION PROGRAM DESIGNED TO PROVIDE EDUCATION AND SUPPORT LEADING TO SIGNIFICANT WEIGHT LOSS. THE STUDY IS BEING CONDUCTED IN PRIMARY CARE CLINICS AS PART OF A GROUP-RANDOMIZED TRIAL THAT INCLUDES 36 CLINICS AND 3,240 MEDICAID BENEFICIARIES OVER 5 YEARS (NOVEMBER 2011 - OCTOBER 2016). - SIMULATED DIABETES TRAINING FOR RESIDENT PHYSICIANS - THIS STUDY COMPLETED IN 2013 AIMED TO IMPROVE THE SAFETY AND EFFECTIVENESS OF DIABETES CARE DELIVERED BY PRIMARY CARE RESIDENTS THROUGH A SIMULATED LEARNING INTERVENTION THAT OVERCOMES OBSTACLES TO OUTPATIENT DIABETES CARE TRAINING IN PRIMARY CARE RESIDENCY PROGRAMS. - SUPREME - IN THE BUILDING NEW CLINICAL INFRASTRUCTURE FOR COMPARATIVE EFFECTIVENESS RESEARCH STUDY, THE INSTITUTE IS ADDRESSING WHETHER INTENSIVE GLYCEMIC CONTROL IN ADULTS WITH TYPE 2 DIABETES LEADS TO BETTER SHORT- AND LONGER-TERM OUTCOMES THAN LESS-INTENSIVE THERAPY AND DETERMINING WHETHER ITS BENEFIT IS A FUNCTION OF AGE, PREVIOUS CARDIOVASCULAR DISEASE, BLOOD PRESSURE OR LOW-DENSITY LIPOPROTEIN CHOLESTEROL CONTROL. IT USES OBSERVATIONAL LONGITUDINAL ANALYSES IN A POOLED CLINICAL COHORT OF 500,000 PATIENTS AND SECONDARY ANALYSES USING AN INSTRUMENTAL VARIABLE. HYPERTENSION - ELECTRONIC HEALTH RECORD (EHR) - BASED CLINICAL DECISION SUPPORT TO IMPROVE BLOOD PRESSURE MANAGEMENT IN ADOLESCENTS - THIS PROJECT USES EHR TECHNOLOGY TO (A) DELIVER PATIENT-SPECIFIC CLINICAL DECISION SUPPORT (CDS) TO CARE PROVIDERS OF ADOLESCENTS AT THE POINT OF CARE, (B) ASSESS THE IMPACT OF THIS INTERVENTION ON IDENTIFICATION AND CLINICAL CARE OF HYPERTENSION IN ADOLESCENTS, AND (C) ASSESS THE IMPACT OF THE INTERVENTION ON COSTS OF CARE. THE INNOVATIVE INTERVENTION PROVIDES A USEFUL TEMPLATE FOR EXTENDING EHR-BASED CDS TO OTHER DOMAINS OF ADOLESCENT CARE TO TRANSLATE MASSIVE PUBLIC AND PRIVATE INVESTMENTS IN EHR TECHNOLOGY INTO IMPROVED ADOLESCENT HEALTH OUTCOMES. IT IS SPONSORED BY THE NATIONAL HEART, LUNG AND BLOOD INSTITUTE. - PEDIATRIC HYPERTENSION AND OBESITY - A MULTICENTER STUDY LED BY THE INSTITUTE WITH KAISER PERMANENTE IN COLORADO AND NORTHERN CALIFORNIA TO EXAMINE PREDICTORS OF AND PATTERNS OF CARE IN PEDIATRIC HYPERTENSION AND OBESITY. IT IS FUNDED BY THE NATIONAL HEART, LUNG AND BLOOD INSTITUTE. - CARDIOVASCULAR RESEARCH NETWORK (CVRN) MENTAL HEALTH SUPPLEMENT - THIS PROJECT LEVERAGES THE UNIQUE MULTICENTER RESEARCH COLLABORATION OF CVRN WITH PARTICIPATING SITES CONTRIBUTING COMPLEMENTARY EXPERTISE AND LARGE, DIVERSE POPULATIONS. IT EXAMINES THE RELATIONSHIP BETWEEN THREE PREVALENT MENTAL HEALTH DISORDERS (DEPRESSION, ANXIETY DISORDERS, AND ATTENTION DEFICIT HYPERACTIVITY DISORDER), AND OUTCOMES FOR HYPERTENSION AND OTHER CARDIOVASCULAR CONDITIONS IN THE NATIONAL HEART, LUNG AND BLOOD INSTITUTE-SPONSORED CVRN. OUTCOMES INCLUDE INTERMEDIATE MARKERS SUCH AS MEDICATION ADHERENCE, SURROGATE OUTCOMES, AND LONG-TERM CLINICAL OUTCOMES. - SIMCARE HYPERTENSION - A PERSONALIZED PHYSICIAN LEARNING APPROACH THAT ASSESSES THE IMPACT OF TWO INTERVENTIONS FOR REDUCING HYPERTENSION IN A PRIMARY CARE SETTING. THE FIRST INTERVENTION, REAL-PPL, USES REAL ELECTRONIC MEDICAL RECORD (EMR)-DERIVED DATA TO DIRECT PERSONALIZED LEARNING. THE SECOND INTERVENTION, SIM-PPL, USES PHYSICIAN PERFORMANCE IN SIMULATED CASES. THE REAL-PPL AND SIM-PPL ASSESSMENT DATA ARE USED TO IDENTIFY EACH PHYSICIAN'S PATTERN OF THERAPEUTIC INERTIA AND FAILURES OF DECISION MAKING IN HYPERTENSION. PHYSICIANS ARE THEN ASSIGNED 12 SIMULATED HYPERTENSION LEARNING CASES THAT CORRESPOND TO THE IDENTIFIED TREATMENT FAILURES. THE LEARNING CASES ARE DELIVERED VIA THE WEB, EMBODY PRINCIPLES OF ADAPTIVE LEARNING, AND PROVIDE THREE KINDS OF LEARNING FEEDBACK (BLOOD PRESSURE VALUES, GRAPHIC DATA DISPLAYS, AND CLINICAL MANAGEMENT SUGGESTIONS). |
| FORM 990, PART III, LINE 4A | CARDIOVASCULAR - PRIORITIZED CLINICAL DECISION SUPPORT TO REDUCE CARDIOVASCULAR (CV) RISK - THE OBJECTIVE OF THIS PROJECT IS TO DEVELOP AND IMPLEMENT POINT-OF-CARE EHR-DRIVEN CDS THAT IDENTIFIES AND PRIORITIZES AVAILABLE EVIDENCE-BASED CLINICAL OPTIONS TO REDUCE CV RISK IN MODERATE- TO HIGH-RISK ADULTS. IF SUCCESSFUL, THIS APPROACH WILL (A) IMPROVE CHRONIC DISEASE OUTCOMES, (B) USHER IN THE ERA OF PERSONALIZED MEDICINE, (C) MAXIMIZE CLINICAL RETURN ON THE MASSIVE INVESTMENTS INCREASINGLY BEING MADE IN SOPHISTICATED OUTPATIENT EHR SYSTEMS, AND (D) REDUCE THE PIPELINE OF CV RISK TO SUSTAIN DECADES-LONG IMPROVEMENT TRENDS IN CV EVENTS AND RELATED MORTALITY IN THE UNITED STATES. THIS PROJECT IS FUNDED BY THE NATIONAL HEART, LUNG AND BLOOD INSTITUTE. TREATMENT OF PULMONARY CONDITIONS AND DISEASE IN 2013, INSTITUTE PULMONARY SPECIALISTS PARTICIPATED IN THE CHRONIC PULMONARY DISEASE CLINICAL RESEARCH NETWORK, A CONSORTIUM OF 10 CLINICAL CENTERS AND A COORDINATING CENTER AT THE UNIVERSITY OF MINNESOTA. ACTIVE STUDIES INCLUDE: - STATSCOPE - A MULTICENTER, RANDOMIZED CONTROLLED TRIAL FUNDED BY THE NATIONAL INSTITUTE OF HEALTH (NIH) ON THE USE OF LOW-DOSE STATINS TO REDUCE CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD) EXACERBATIONS. OTHER ACTIVE PULMONARY STUDIES INCLUDE: - CHRONIC OBSTRUCTIVE PULMONARY DISEASE - THE NIH-FUNDED STUDY MULTICOMPONENT INTERVENTION TO DECREASE CHRONIC OBSTRUCTIVE PULMONARY DISEASE-RELATED HOSPITALIZATIONS IS BEING CONDUCTED IN COLLABORATION WITH MAYO CLINIC. - COPDGENE, A MULTISITE, OBSERVATIONAL STUDY DIRECTED BY THE NATIONAL JEWISH AND HARVARD/CHANNING LAB AND FUNDED BY NIH. IT IS DESIGNED TO DISCOVER GENETIC FACTORS THAT MIGHT PREDICT COPD. THE RESEARCHERS ARE ALSO ASSESSING GENETIC FACTORS ASSOCIATED WITH OTHER SMOKING-RELATED DISORDERS (E.G., CANCER, HEART/VASCULAR DISEASE). CRITICAL CARE RESEARCH CENTER (CCRC) EIGHT ACUTE CARE SERVICE LINES FOR THE HEALTHPARTNERS MEDICAL GROUP (HPMG) AND REGIONS HOSPITAL HAVE MORE THAN 50 ACTIVE RESEARCH STUDIES UNDER WAY, INCLUDING RESEARCH IN ADULT AND PEDIATRIC TRAUMA, MEDICAL AND SURGICAL INTENSIVE CARE, EMERGENCY MEDICINE, PRE-HOSPITAL EMERGENCY CARE, BURN CARE, HOSPITAL MEDICINE, AND GENERAL SURGERY. THE CRITICAL CARE RESEARCH CENTER AT REGIONS HOSPITAL IS THE CENTRAL COORDINATING CENTER FOR THESE SPECIALTY AREAS. RESEARCH ACTIVITIES SUPPORT THE LEVEL I ADULT AND PEDIATRIC TRAUMA CENTER AND BURN CENTER VERIFICATION REQUIREMENTS AND ACADEMIC/SCHOLARLY PROJECT REQUIREMENTS OF THE SURGERY AND EMERGENCY MEDICINE RESIDENCY PROGRAMS. CURRENT CCRC RESEARCH INCLUDES: - EFFECT OF FIRE FIGHTER SCBA USE ON CARBOXYHEMOGLOBIN VALUES DURING THE OVERHAUL PHASE OF FIRE FIGHTING - PREDICTION OF SUDDEN DEATH IN MULTI-ETHNIC COMMUNITIES (P.R.E.S.T.O.) PILOT STUDY - INTRAOSSEOUS PRESSURE MONITORING IN SURGICAL INTENSIVE CARE UNIT PATIENTS - USE OF THE LUCAS DEVICE IN AIR MEDICAL TRANSPORTATION - PREDICTORS OF SUCCESSFUL WEANING FROM MECHANICAL VENTILATION - PROTECT III: PROGESTERONE FOR THE TREATMENT OF TRAUMATIC BRAIN INJURY - BURN PATIENT ACUITY DEMOGRAPHICS, SCAR CONTRACTURES AND REHABILITATION TREATMENT TIME RELATED TO PATIENT OUTCOMES (ACT) - MASSIVE TRANSFUSION PROTOCOL UTILIZATION IN NON-TRAUMA PATIENTS - MEASURING NON-INVASIVE CARDIAC OUTPUT MONITORING DATA TRENDS IN THE ACUTE FLUID RESUSCITATION PHASE OF BURN INJURY - CELLULITIS FOLLOWING THERMAL INJURY - CONTINUOUS LIDOCAINE INFUSION FOR MANAGEMENT OF PERIOPERATIVE BURN PAIN - EXAMINING POSTOPERATIVE SORE THROAT IN PATIENTS RECEIVING MONITORED ANESTHESIA CARE (MAC) USING A TRADITIONAL AND NON-TRADITIONAL OROPHARYNGEAL AIRWAY - THE BIOMECHANICAL EFFECTS OF FLACCID PARALYSIS INDUCED BY BOTULINUM TOXIN A AFTER DAMAGE CONTROL LAPAROTOMY: A RANDOMIZED CLINICAL TRIAL - MANAGEMENT OF ABDOMINAL WALL RECONSTRUCTION USING A DEDICATED TEAM APPROACH - PREVALENCE OF ELEVATED MEAN INTRA-ABDOMINAL PRESSURE IN A CONVENIENCE SAMPLE OF PATIENTS WITH CLINICAL RISK FACTORS FOR ELEVATED INTRA-ABDOMINAL PRESSURE: A PILOT STUDY - EFFECT OF PRONE POSITIONING ON OPTIMAL PEEP IN ACUTE LUNG INJURY AND INTRA-ABDOMINAL HYPERTENSION - BOOMTOWN: A RETROSPECTIVE STUDY OF BURN PATIENTS INJURED IN OIL FIELD RELATED ACCIDENTS HEALTH ECONOMICS THE INSTITUTE'S HEALTH ECONOMICS TEAM HAS BEEN RECOGNIZED FOR ITS COST-EFFECTIVENESS MODELING EXPERIENCE, KNOWLEDGE OF EVIDENCE-BASED PREVENTIVE CARE, AND A SET OF MODELS BUILT FOR FUTURE WORK. THE TEAM IS CURRENTLY USING THESE MODELS IN POLICY ANALYSES IN COLLABORATION WITH THE CENTERS FOR DISEASE CONTROL (CDC) AND PREVENTION AND THE ROBERT WOOD JOHNSON FOUNDATION. THE TEAM HAS RECOGNIZED STRENGTHS IN ECONOMETRIC ANALYSIS OF CLAIMS DATA, CLINIC OPERATIONS AND ELECTRONIC HEALTH RECORD (EHR) ANALYSIS. RECENTLY, LED BY THE ECONOMICS TEAM, THE INSTITUTE HAS BEGUN WORK ON SYSTEMATIC EVIDENCE REVIEWS FOR THE CDC AND THE UNITED STATES PREVENTIVE SERVICES TASK FORCE AS AN AFFILIATE MEMBER OF THE KPRA EVIDENCE-BASED PRACTICE CENTER. KEY CURRENT OR RECENT PROJECTS: - QUANTIFYING THE IMPACT OF NATIONAL POLICIES ON CHILDHOOD OBESITY, FUNDED BY THE AETNA FOUNDATION THROUGH THE PARTNERSHIP FOR PREVENTION. - IMPROVING COMMUNITY HEALTH BY ASSESSING COMMUNITY INTERVENTIONS AND DEVELOPING AN ONLINE RESOURCE TO SUPPORT DECISION-MAKING, FUNDED BY THE ROBERT WOOD JOHNSON FOUNDATION (THIS WILL BE A PUBLICLY AVAILABLE POLICY PLANNING WEB SITE TOOL FOR LOCAL, STATE AND NATIONAL PUBLIC HEALTH AND GOVERNMENTAL PLANNERS). - COMPARATIVE EFFECTIVENESS RESEARCH IN GENOMICS & PERSONALIZED MEDICINE OF COLORECTAL CANCER, FUNDED BY THE NATIONAL CANCER INSTITUTE THROUGH THE CENTER FOR HEALTH RESEARCH, KAISER PERMANENTE NORTHWEST. - MODELING THE HEALTH AND ECONOMIC IMPACT OF RECOMMENDED AND/OR PROMISING INTERVENTIONS IN THE AREAS OF OBESITY PREVENTION, TOBACCO CONTROL, CARDIOVASCULAR DISEASE, AND COMMUNITY LEVEL IMPLEMENTATION OF THE NATIONAL PREVENTION STRATEGY, FUNDED BY THE CDC. - BUSINESS CASE FOR TOBACCO TAXES, FUNDED BY CLEARWAY MINNESOTA MATERNAL AND CHILD HEALTH THIS IS A STRONG INVESTIGATOR GROUP WITH BACKGROUNDS IN CLINICAL PSYCHOLOGY, CLINICAL MEDICINE, AND EPIDEMIOLOGY. IT MAINTAINS STRONG RELATIONSHIPS WITH PEDIATRICS AND OB-GYN HEALTH CARE LEADERS INTERESTED IN RESEARCH PARTNERSHIPS. SOME OF THE WORK THE GROUP IS CONDUCTING INCLUDES: - OBESITY PREVENTION IN CHILDREN - FUNDED BY THE NATIONAL INSTITUTE OF DIABETES AND DIGESTIVE AND KIDNEY DISEASES, THE HEALTHY HOMES/HEALTHY KIDS: PEDIATRIC PRIMARY CARE-BASED OBESITY PREVENTION STUDY EVALUATES THE LONG-TERM EFFICACY OF A PEDIATRIC PRIMARY CARE-BASED OBESITY-PREVENTION INTERVENTION FOR AT-RISK 5- TO 9-YEAR-OLD CHILDREN. A RELATED STUDY FUNDED BY THE NATIONAL INSTITUTE OF CHILD HEALTH AND DEVELOPMENT/NIH WITH THE MINNESOTA CENTER FOR CHILDHOOD OBESITY PREVENTION, LINKING PRIMARY CARE, COMMUNITY & FAMILY (NET-WORKS) FOCUSES ON A MULTISETTING, MULTICOMPONENT OBESITY-PREVENTION INTERVENTION FOR AT-RISK 2- TO 4- YEAR-OLD CHILDREN. - THE VACCINE SAFETY DATALINK, STUDIES OF VACCINE SAFETY DURING PREGNANCY, FUNDED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION. - FEASIBILITY OF BEHAVIORAL ACTIVATION THERAPY FOR PERINATAL DEPRESSION/AIM (ACTIVE INVOLVED MOMS) FOR WELLNESS, FUNDED BY THE NATIONAL INSTITUTE FOR MENTAL HEALTH. - EHR-BASED CLINICAL DECISION SUPPORT TO IMPROVE BP MANAGEMENT IN ADOLESCENTS, FUNDED BY NATIONAL HEART, LUNG AND BLOOD INSTITUTE (NHLBI). HEALTH BEHAVIORS IN 2013, THE INSTITUTE CONDUCTED THE FOLLOWING STUDIES FOCUSED ON HEALTH BEHAVIORS: - HARVARD SCHOOL OF PUBLIC HEALTH CENTER FOR WORK, HEALTH, AND WELLBEING. INSTITUTE PRINCIPAL INVESTIGATOR (PI) NICO PRONK, PHD, IS WORKING WITH THE CENTER TO IMPROVE THE HEALTH OF WORKERS THROUGH DESIGNING, TESTING, IMPLEMENTING AND DISSEMINATING EFFECTIVE AND INTEGRATED WORKSITE POLICIES, PROGRAMS AND PRACTICES THAT FOSTER A HEALTHY WORK ENVIRONMENT, REDUCE POTENTIAL HAZARDOUS JOB EXPOSURES, AND PROMOTE SAFE AND HEALTHY BEHAVIORS. THE CENTER FOCUSES ON WORKSITE EFFORTS TO COORDINATE AND INTEGRATE OCCUPATIONAL SAFETY AND HEALTH AND WORKPLACE HEALTH PROMOTION, AS WELL AS OTHER WORKSITE INITIATIVES CONTRIBUTING TO WORKER HEALTH (E.G., FAMILY-SUPPORTIVE POLICIES, BENEFITS POLICIES, OTHER ENVIRONMENTAL SUPPORTS). |
| FORM 990, PART III, LINE 4A | MENTAL HEALTH IN 2013, THE INSTITUTE RESEARCHERS WERE ACTIVE IN IMPORTANT DEPRESSION STUDIES: - THE DIAMOND STUDY - A COMPREHENSIVE EVALUATION OF A GROUNDBREAKING INITIATIVE TO CHANGE THE WAY MINNESOTANS RECEIVE TREATMENT FOR DEPRESSION. THE NATIONAL INSTITUTE OF MENTAL HEALTH AWARDED THE INSTITUTE A $3 MILLION GRANT TO STUDY THE DIAMOND INITIATIVE, A STATEWIDE IMPROVEMENT INITIATIVE LED BY MINNESOTA'S INSTITUTE FOR CLINICAL SYSTEMS IMPROVEMENT (ICSI). COMPONENTS OF THE NEW PROGRAM INCLUDE USE OF A STANDARD ASSESSMENT TOOL TO IMPROVE THE DIAGNOSIS AND MANAGEMENT OF DEPRESSION, THE ADDITION OF A CARE MANAGER TO THE PATIENT'S TREATMENT TEAM FOR MORE PERSONALIZED CARE, AND A TRACKING SYSTEM TO MONITOR FOLLOW-UP CARE AND TREATMENT EFFECTIVENESS. THE DIAMOND DEPRESSION CARE MODEL WAS IMPLEMENTED IN ABOUT 85 PRIMARY CARE MEDICAL CLINICS IN MINNESOTA IN 2008 AND 2009. THE STUDY IS EVALUATING CHANGES IN PATIENT CARE, PATIENT OUTCOMES, PATIENT CARE COST AND UTILIZATION, COST TO CLINICS AND HEALTH PLANS TO IMPLEMENT THE CARE MODEL, AND CLINIC FACTORS IMPORTANT TO SUCCESS. - THE COMPASS PROJECT - AN $18 MILLION INNOVATION AWARD FROM THE CENTERS FOR MEDICARE & MEDICAID SERVICES TO ICSI AND NINE PARTNER ORGANIZATIONS IN SEVEN STATES TO SPREAD THE COLLABORATIVE CARE MODEL FOR DEPRESSION PIONEERED IN THE DIAMOND INITIATIVE, BUT THIS TIME FOR PATIENTS WHO HAVE DIABETES OR HEART DISEASE AND DEPRESSION. THE INSTITUTE IS IN CHARGE OF EVALUATING THIS INITIATIVE AND PROVIDING REGULAR DATA REPORTS TO ALL PARTIES FOR MONITORING AND IMPROVING THE INTERVENTION. IN MINNESOTA, THIS PROJECT INVOLVES MAYO CLINIC SITES AND CLINICS IN FIVE OTHER CARE SYSTEMS. - MENTAL HEALTH RESEARCH NETWORK: A POPULATION-BASED APPROACH TO TRANSFORM RESEARCH: SUBPROJECT PERINATAL DEPRESSION BEGAN IN 2011. THE PRIMARY AIM OF THIS PILOT PROJECT IS TO BUILD THE CAPACITY FOR AND EVALUATE THE FEASIBILITY OF CONDUCTING INNOVATIVE, EFFICIENT, MULTISITE, RANDOMIZED CLINICAL EFFECTIVENESS TRIALS IN THE MENTAL HEALTH RESEARCH NETWORK. A SECONDARY AIM IS TO CONDUCT A MULTISITE PILOT RANDOMIZED CLINICAL TRIAL OF A BRIEF, STRUCTURED BEHAVIORAL ACTIVATION INTERVENTION FOR WOMEN WITH PERINATAL DEPRESSION. PATIENT-CENTERED OUTCOMES RESEARCH MEASURING PATIENT OUTCOMES FROM HIGH-TECH DIAGNOSTIC IMAGING STUDIES. IN 2013, THE INSTITUTE, UNDER PI LEIF SOLBERG, MD, RECEIVED A $672,000 GRANT FROM THE PATIENT-CENTERED OUTCOMES RESEARCH INSTITUTE TO EVALUATE THE USE OF PATIENT SURVEYS, HEALTH PLAN CLAIMS DATA, AND MEDICAL RECORDS INFORMATION TO ANALYZE THE CARE PROCESS AND OUTCOMES EXPERIENCES OF PATIENTS AFTER THEY HAVE ADVANCED IMAGING TESTS FOR ABDOMINAL OR LOW BACK PAIN. NEUROSCIENCE AND ALZHEIMER'S DISEASE RESEARCH THE INSTITUTE'S RESEARCH IS INTERNATIONALLY KNOWN FOR PIONEERING TREATMENT AND PREVENTION OF ALZHEIMER'S DISEASE, PARKINSON'S DISEASE, STROKE AND OTHER BRAIN DISORDERS. IN 2013, THE ALZHEIMER'S RESEARCH CENTER INTEGRATED WITH THE HEALTHPARTNERS CENTER FOR MEMORY & AGING. THE CENTER MAINTAINS ONE OF THE WORLD'S LARGEST HUMAN BRAIN BANKS FOR RESEARCH, FOCUSES ON CLINICAL TRIALS, THE DEVELOPMENT OF A PATIENT REGISTRY TO STUDY MEMORY, AND THE DEVELOPMENT OF DRUGS AND INTRANASAL DRUG-DELIVERY TO TREAT BRAIN DISORDERS. THIS DELIVERY METHOD BYPASSES THE BLOOD-BRAIN BARRIER TO TARGET THE BRAIN WHILE AVOIDING THE SYSTEMIC SIDE EFFECTS OF OTHER DELIVERY METHODS. OUR RESEARCHERS COLLABORATE WITH 40 RESEARCHERS WORLDWIDE WHO USE THE INTRANASAL TREATMENT METHOD IN THEIR OWN RESEARCH. - STUDIES OF THERAPEUTICS GIVEN INTRANASALLY (E.G., DEFEROXAMINE, INSULIN, ADULT STEM CELLS) TO TREAT AND PREVENT BRAIN DEGENERATION IN ALZHEIMER'S DISEASE, PARKINSON'S DISEASE, AND STROKE. INTRANASAL INSULIN TREATMENT, DEVELOPED BY OUR CENTER, HAS BEEN SHOWN IN MULTIPLE PHASE II CLINICAL TRIALS TO INCREASE MEMORY, ATTENTION, AND FUNCTIONING IN PATIENTS WITH ALZHEIMER'S DISEASE. - MINNESOTA MEMORY PROJECT - THE MINNESOTA MEMORY PROJECT IS A FIRST-OF-ITS-KIND REGISTRY TO TRACK 500 AGING ADULTS OF MINNESOTA AND SURROUNDING AREAS. IT AIMS TO COLLECT INFORMATION ON MEMORY CHANGES ASSOCIATED WITH AGING IN THE PRESENCE AND ABSENCE OF BRAIN DISEASE; TO GATHER INFORMATION FROM CAREGIVERS ABOUT THE HEALTH EFFECTS RELATED TO CARING FOR INDIVIDUALS WITH MEMORY LOSS; AND TO CONNECT INTERESTED PARTICIPANTS WITH CUTTING-EDGE RESEARCH STUDIES. ORAL HEALTH AND DENTISTRY - DOES PARTICIPATION IN A DENTAL PRACTICE-BASED RESEARCH NETWORK IMPACT TREATMENT? THE PRESUMED BENEFIT OF PRACTICE-BASED RESEARCH NETWORKS IS THAT PARTICIPANTS BELIEVE THE RESULTS, SEE THEM AS APPLICABLE TO THEIR PATIENTS, AND THUS RAPIDLY IMPLEMENT FINDINGS. THIS STUDY, LED BY PI BRAD RINDAL, DDS, ADDRESSES THIS IMPORTANT QUESTION BY EXAMINING THE CARE-DELIVERY PATTERNS OF DENTISTS, INDEPENDENT OF A SPECIFIC DENTAL PRACTICE-BASED RESEARCH NETWORK STUDY. - NATIONAL DENTAL PRACTICE-BASED RESEARCH NETWORK - UNDER PI BRAD RINDAL, DDS, THE NATIONAL DENTAL PRACTICE-BASED RESEARCH NETWORK IS A CONSORTIUM OF PARTICIPATING PRACTICES AND DENTAL ORGANIZATIONS COMMITTED TO ADVANCING KNOWLEDGE OF DENTAL PRACTICE AND WAYS TO IMPROVE IT. ESSENTIALLY, IT IS PRACTICAL SCIENCE DONE ABOUT AND FOR THE BENEFIT OF "REAL WORLD" EVERYDAY CLINICAL PRACTICE. THE MAJOR SOURCE OF FUNDING FOR THE NATION'S NETWORK IS THE NATIONAL INSTITUTE OF DENTAL AND CRANIOFACIAL RESEARCH (NIDCR), PART OF THE NIH. THE INSTITUTE IS THE ADMINISTRATIVE BASE OF THE MIDWEST REGION, WHICH INCLUDES ILLINOIS, INDIANA, IOWA, MICHIGAN, MINNESOTA, NEBRASKA, NORTH DAKOTA, OHIO, SOUTH DAKOTA, AND WISCONSIN. - EDENT II - UNDER PI JIM FRICTON, DDS, THIS PROPOSAL AIMS TO USE HEALTH INFORMATION TECHNOLOGY TO IMPROVE THE QUALITY AND SAFETY OF DENTAL CARE FOR PATIENTS WITH SERIOUS CHRONIC MEDICAL CONDITIONS (EG, DIABETES, HEART DISEASE, PULMONARY DISEASE). THE USE OF CDS SOFTWARE IN ELECTRONIC DENTAL RECORDS (EDRS), WHEN INTEGRATED WITH EMRS, CAN PROMPT DENTISTS WHEN THEY NEED TO CHANGE CLINICAL PROTOCOL FOR PATIENTS WITH MEDICAL CONDITIONS AND PROVIDE PERSONALIZED, EVIDENCE-BASED RECOMMENDATIONS TO DO SO. IN THIS STUDY, WE EXTEND EARLIER RESEARCH TO DETERMINE THE CDS COMPONENTS THAT MOST INCREASE USE BY DENTAL PROVIDERS AND BE THE FIRST TO USE A HEALTH INFORMATION EXCHANGE, MNHIE, TO TRANSLATE THE CDS INTO USE BY COMMUNITY DENTAL PROVIDERS. - COSTS AND EFFECTS OF EMPLOYING DENTAL THERAPISTS. IN 2012, UNDER PI AJAY BEHL, PHD, MA, MBA, THE INSTITUTE RECEIVED NEARLY $117,000 FROM THE W.K. KELLOGG FOUNDATION TO DEVELOP AND IMPLEMENT A COMPREHENSIVE ANALYTICAL FRAMEWORK BASED ON DATA FROM HEALTHPARTNERS' EDRS, WHICH EXAMINES THE ECONOMICS OF EMPLOYING DENTAL THERAPISTS IN MEDICAID (MEDICAL ASSISTANCE IN MINNESOTA) PATIENTS IN MINNESOTA. MINNESOTA AND ALASKA ARE THE ONLY STATES TO EMPLOY DENTAL THERAPISTS, WHO MAY BE ABLE TO IMPROVE ACCESS TO DENTAL CARE TO UNDERSERVED POPULATIONS. THIS PROJECT WAS COMPLETED IN OCTOBER OF 2013. - AN INNOVATIVE APPROACH TO DISSEMINATE DENTAL RESEARCH. IN 2012, UNDER PI WILLIAM RUSH, PHD, THE INSTITUTE RECEIVED A $1.8 MILLION GRANT FROM THE NATIONAL INSTITUTE OF DENTAL AND CRANIOFACIAL RESEARCH TO GIVE DENTISTS SIMULATED PATIENTS POSING EVIDENCE-BASED CHALLENGES OF EFFECTIVE TREATMENT AND BUILT-IN TREATMENT-SPECIFIC CDS. THE RESEARCHERS ASSIGNED HEALTHPARTNERS DENTAL GROUP DENTISTS TO EITHER A USUAL-CARE OR SIMULATION GROUP TO MEASURE THEIR TREATMENT-PLANNING PATTERNS AFTER THE SIMULATION GROUP WAS EXPOSED TO EVIDENCE-BASED SIMULATIONS AND FEEDBACK SUPPORT. WE EXPECT TO FIND THAT THE DENTISTS EXPOSED TO THE SIMULATION ENCOUNTERS WILL EXHIBIT PRACTICE PATTERNS MORE CONGRUENT WITH SUCCESSFUL PATTERNS PRACTICED IN THE SIMULATION. THIS PROJECT WILL CONTINUE UNTIL FEBRUARY OF 2016. - OUTCOMES FROM HEALTHPARTNERS FLUORIDE APPLICATION PROJECT FOR HIGH-RISK CHILDREN - RESEARCHERS CHERI ROLNICK, PHD; LEONARD SNELLMAN, MD; THOMAS FLOTTEMESCH, PHD; AND BRAD RINDAL, DDS ARE CONDUCTING A STUDY TO EXAMINE THE IMPACT OF THE INITIATIVE TO PROVIDE FLUORIDE VARNISH TO CHILDREN AGES 1 TO 5 WHO ARE INSURED BY GOVERNMENT PROGRAMS. THESE CHILDREN, WHO ARE AT GREATEST RISK FOR TOOTH DECAY, RECEIVE THE VARNISH IN THEIR HPMG PRIMARY CARE PROVIDER'S OFFICE DURING WELL-CHILD VISITS. THE SPECIFIC AIMS OF THE STUDY ARE TO (1) ASSESS FLUORIDE VARNISH DELIVERY BY CLINIC AND AGE OF CHILD; (2) DETERMINE FEASIBILITY OF OBTAINING HEALTH CARE UTILIZATION AND COST FOR ELIGIBLE CHILDREN WHO DID OR DID NOT RECEIVE FLUORIDE; AND (3) SURVEY PROVIDERS TO UNDERSTAND IMPLEMENTATION OF THE INITIATIVE. FINDINGS FROM THE PROVIDER SURVEY WILL HELP US UNDERSTAND HOW THE PROGRAM IS WORKING FROM A PRACTITIONER PERSPECTIVE (HOW LONG IT TAKES TO APPLY FLUORIDE VARNISH AND ANY FACILITATORS AND BARRIERS TO IMPLEMENTATION). THE TEAM WILL ALSO ASSESS THE COMPREHENSIVENESS OF ADMINISTRATIVE DATA, BECAUSE THE GOAL IS TO BE ABLE TO DETERMINE LONG-TERM EFFECTS ON UTILIZATION. |
| FORM 990, PART III, LINE 4A | - THE ORAL HEALTH IMPACT PROFILE (OHIP) STUDY IS A PROJECT TO EXPLORE AND VALIDATE THE PROPOSED DIMENSIONS OF THE OHIP. PRIOR TO HEALTHPARTNERS INVOLVEMENT, THE PRIMARY INVESTIGATOR MIKE JOHN AND STAFF AT THE UNIVERSITY OF MINNESOTA CONDUCTED A FACTOR ANALYSIS ON SECONDARY OHIP DATA FROM 7 COUNTRIES. INSTITUTE CO-INVESTIGATORS BILL RISH, PHD AND BRAD RINDAL, DDS WILL BE INVOLVED IN DETERMINING HOW THE PROPOSED DIMENSIONAL STRUCTURE PROPOSED BY THE FACTOR ANALYSIS HOLDS UP IN A NON-RESEARCH DENTAL PATIENT POPULATION (HEALTHPARTNERS DENTAL GROUP). THIS PROJECT WILL CONTINUE TO RUN UNTIL MAY 2016. EXTERNAL COLLABORATION: THE HMO RESEARCH NETWORK (HMORN) THE INSTITUTE IS A MEMBER OF HMORN, A COLLABORATIVE OF 19 RESEARCH CENTERS AFFILIATED WITH INTEGRATED HEALTH CARE SYSTEMS. THE RELATIONSHIP UNITES A MUCH BROADER BREADTH OF EXPERTISE AND DATA THAN ANY ONE ORGANIZATION COULD ON ITS OWN. INSTITUTE AND HMORN RESEARCHERS HAVE WORKED ON FEDERALLY FUNDED PROJECTS SUCH AS THE HMO CANCER RESEARCH NETWORK, VACCINE SAFETY DATALINK, CENTER FOR EDUCATION AND RESEARCH IN THERAPEUTICS, COORDINATED CLINICAL STUDIES NETWORK, CARDIOVASCULAR RESEARCH NETWORK, DECIDE NETWORK, THE U.S. FOOD AND DRUG ADMINISTRATION (FDA) SENTINEL, AND MENTAL HEALTH RESEARCH NETWORK. MENTAL HEALTH RESEARCH NETWORK (MHRN) THE MHRN IS FUNDED BY THE NATIONAL INSTITUTE OF MENTAL HEALTH TO USE THE COMBINED INSURANCE AND CARE DELIVERY DATA OF 11 MEMBER ORGANIZATIONS NATIONALLY TO IMPROVE THE MANAGEMENT OF MENTAL HEALTH CONDITIONS THROUGH A CLOSER CONNECTION BETWEEN RESEARCH, PRACTICE AND POLICY. BESIDES USING EXISTING DATA TO UNDERSTAND VARIATIONS IN CARE AMONG THE 10 MILLION MEMBER PATIENTS IN 12 STATES, WE ARE PARTICIPATING IN SEVERAL NEW RESEARCH STUDIES INVOLVING SUICIDE AND SUICIDE PREVENTION, DEPRESSION IN PREGNANCY, THE EFFECT OF FDA WARNINGS ON THE CARE AND HEALTH OF ADOLESCENTS TREATED WITH ANTIDEPRESSANTS, AND AUTISM. THE INSTITUTE IS ALSO PIONEERING EFFORTS TO ENGAGE HEALTH SYSTEM LEADERS AND A VARIETY OF STAKEHOLDERS IN DETERMINING RESEARCH PRIORITIES AND COLLABORATING ON SPECIFIC RESEARCH AND IMPROVEMENT PROJECTS. THE MINI-SENTINEL THE MINI-SENTINEL IS COLLABORATIVE OF SIX HMORN CENTER FOR EDUCATION AND RESEARCH ON THERAPEUTICS SITES. THE MINI-SENTINEL WORKS WITH 19 OTHER NATIONAL CENTERS AND ORGANIZATIONS UNDER DR. RICHARD PLATT AT HARVARD PILGRIM HEALTH CARE IN RESPONSE TO A REQUEST FOR PROPOSAL PUBLISHED BY THE FDA TO DEVELOP THE SENTINEL INITIATIVE. THE SENTINEL INITIATIVE IS THE OUTCOME OF THE 2008 PUBLICATION "THE SENTINEL INITIATIVE: NATIONAL STRATEGY FOR MONITORING MEDICAL PRODUCT SAFETY." IN 2013, THE INSTITUTE PARTICIPATED IN THE FOLLOWING MINI-SENTINEL PROJECTS: - CASE IDENTIFICATION, VALIDATION, AND ADJUDICATION OF ANAPHYLAXIS - SIGNAL REFINEMENT OF ANGIOEDEMA EVENTS IN ASSOCIATION WITH USE OF DRUGS THAT ACT ON THE RENIN-ANGIOTENSIN-ALDOSTERINE SYSTEM CANCER RESEARCH IN 2013, THE INSTITUTE CONTINUED TO CONDUCT STUDIES LOCALLY AND TO ACTIVELY PARTICIPATE IN THE HMO CANCER RESEARCH NETWORK, A NATIONAL CANCER INSTITUTE (NCI)-FUNDED COLLABORATIVE STUDYING CANCER PREVENTION, DIAGNOSIS, AND TREATMENT. THE INSTITUTE CANCER GROUP PARTICIPATED IN: - THE COMMUNITY SOCIAL ENVIRONMENT AND THE CANCER CARE CONTINUUM, FUNDED BY THE AMERICAN CANCER SOCIETY - PLAN: PREPARING FOR LIFE AFTER NEWS OF CANCER WITH SURVIVOR CARE PLANS, FUNDED BY THE AMERICAN CANCER SOCIETY - LONG-TERM SURVIVORSHIP IN OLDER WOMEN WITH EARLY-STAGE BREAST CANCER, FUNDED BY THE NCI CLINICAL AND TRANSLATIONAL SCIENCE INSTITUTE (CTSI) THE GOAL OF THE CTSI IS TO IMPROVE THE HEALTH OF THE COMMUNITY BY INTEGRATING THE UNIVERSITY OF MINNESOTA'S ACADEMIC HEALTH CENTER AND OTHER UNIVERSITY RESOURCES WITH COMMUNITY PARTNERS TO CREATE A COMPREHENSIVE STATEWIDE NETWORK FOR CLINICAL AND TRANSLATIONAL SCIENCE. THE INSTITUTE'S EXECUTIVE DIRECTOR IS THE CTSI'S COMMUNITY ENGAGEMENT DIRECTOR. THE AIMS OF THE CTSI'S OFFICE OF COMMUNITY ENGAGEMENT ARE TO: - COLLABORATE WITH COMMUNITIES TO IMPROVE HEALTH THROUGH A MODEL THAT CENTERS ON RESEARCH IMPORTANT TO OUR COMMUNITIES - MEET RESEARCHER NEEDS FOR CLINICAL AND TRANSLATIONAL RESEARCH SERVICES THROUGH A SERVICE-ORIENTED RESEARCH PLATFORM - EDUCATE THE NEXT GENERATION OF CLINICAL TRANSLATIONAL SCIENCE RESEARCHERS AND GUIDE CAREER DEVELOPMENT IN CONDUCTING RESEARCH; DEVELOPING COLLABORATIVE, INTERDISCIPLINARY WORK GROUPS; AND IMPLEMENTING FINDINGS INTO PRACTICE SETTINGS - CTSI EFFORTS ARE EXPECTED TO ALIGN WITH MAJOR STATEWIDE HEALTH CARE ORGANIZATIONS AND INSURERS, ELECTRONIC NETWORKS, AND SPECIAL AND RURAL COMMUNITY POPULATIONS WITH STRATEGIC INVESTMENTS BY THE UNIVERSITY OF MINNESOTA AND THE STATE OF MINNESOTA TO HAVE A MAJOR STATEWIDE EFFECT ON HEALTH CARE OUTCOMES AND WORKFORCE TRAINING. VACCINE SAFETY DATALINK THE VACCINE SAFETY DATALINK (VSD) IS A COLLABORATION OF THE CENTERS FOR DISEASE CONTROL AND PREVENTION, AMERICA'S HEALTH INSURANCE PLANS, AND 10 HMOS, INCLUDING HPI, REPRESENTED BY THE INSTITUTE THAT MONITORS AND ASSESSES THE SAFETY OF CHILDHOOD AND ADULT VACCINES. THE HMOS CREATE IDENTICAL DATA SETS OF ALL VACCINE EXPOSURES AND MEDICALLY TREATED ILLNESSES AND DEMOGRAPHIC INFORMATION (E.G., DATE OF BIRTH, SEX, RESIDENCE). THE INSTITUTE WAS THE LEAD SITE FOR SIX VSD STUDIES IN 2013: 1. TDAP SAFETY DURING PREGNANCY 2. TDAP COVERAGE STATUS DURING PREGNANCY 3. TIV AND CONGENITAL ANOMALIES/BIRTH DEFECTS 4. HPV SAFETY DURING PREGNANCY 5. FLU VACCINE SAFETY IN PREGNANT WOMEN 6. H1N1 VACCINE SAFETY IN PREGNANT WOMEN STUDIES COMPLETED IN 2013: - ASSESSMENT OF HPV UPTAKE AND COMPLIANCE IN THE VACCINE SAFETY DATALINK - WORLD HEALTH ORGANIZATION GUILLIAN-BARRE SYNDROME STUDY - GUILLIAN-BARRE SYNDROME META ANALYSIS - SEPARATING EFFECTS OF VACCINE AND INFECTION ON GUILLIAN-BARRE SYNDROME STUDIES BEGUN IN 2013: - POPULATION INCIDENCE OF NARCOLEPSY - RISK OF ANAPHYLAXIS FOLLOWING VACCINATION IN CHILDREN AND ADULTS MIDWEST RESEARCH NETWORK (MWRN) THE INSTITUTE WAS A FOUNDING MEMBER OF THE NEW MIDWEST RESEARCH NETWORK (MWRN) IN 2011. THE NETWORK'S MISSION IS TO COLLABORATE IN THE DEVELOPMENT, IMPLEMENTATION, AND APPLICATION OF RESEARCH THAT IMPROVES THE OUTCOMES, EXPERIENCE, AND AFFORDABILITY OF HEALTH CARE FOR ALL PEOPLE IN THE MIDWEST. MEMBERS OF THE NETWORK INCLUDE RESEARCH ORGANIZATIONS, PROVIDER GROUPS, QUALITY- IMPROVEMENT ORGANIZATIONS, GOVERNMENT AGENCIES, AND HEALTH PLANS IN MINNESOTA, NORTH DAKOTA, AND WISCONSIN. MEMBERS OF THE GROUP ARE FOCUSING ON TOPICS SUCH AS MENTAL HEALTH, DATA-SHARING PROTOCOLS, AND CDS TOOLS. INTERNAL COLLABORATION: PARTNERSHIP GRANTS, DISCOVERY GRANTS, AND PROGRAM DEVELOPMENT GRANTS ARE FUNDED BY DONATIONS TO THE INSTITUTE AND MATCHED BY HEALTHPARTNERS. THE $30,000 DISCOVERY GRANTS FUND INTERNAL PROJECTS THAT HAVE PROMISE FOR FUTURE EXTERNAL FUNDING, ADDRESS CLINICAL AND/OR ORGANIZATIONAL CONCERNS, INVEST IN A NEW RESEARCHER, AND/OR SUPPORT ORGANIZATIONAL AND CLINICAL LEARNING TO IMPROVE PATIENT CARE OR ENHANCE THE ABILITY TO CONDUCT MEANINGFUL RESEARCH. THE $30,000 PARTNERSHIP GRANTS FOSTER COLLABORATION BETWEEN RESEARCHERS AND OPERATIONAL LEADERS TO ANSWER CRITICAL QUESTIONS ABOUT EXISTING HEALTH PROGRAMS AND PATIENT CARE. PROGRAM DEVELOPMENT GRANTS, NEW IN 2013, OFFER $60,000 TO SUPPORT A SPECIFIC PROGRAM OF RESEARCH, WHETHER IT EXPANDS AN EXISTING LINE OF RESEARCH OR TAKES IT IN A NEW DIRECTION. ALL PROGRAMS SUPPORT SHARING OF RESULTS IN THE PUBLIC DOMAIN THROUGH PUBLICATION OF FINDINGS IN PEER-REVIEWED JOURNALS. THREE DISCOVERY GRANTS, ONE PARTNERSHIP GRANT, AND TWO PROGRAM DEVELOPMENT GRANTS WERE AWARDED IN 2013. 2013 DISCOVERY GRANTS - GORDON, BRADLEY: "IMPACT OF HEALTH INFORMATION EXCHANGE NETWORK ON CLINICAL DECISION MAKING IN AN URBAN EMERGENCY" - FONTAINE, PATRICIA: "CAESAREAN DELIVERY IN MINNESOTA" - DRIES, DAVID: "EFFECT OF PRONE POSITIONING ON OPTIMAL PEEP IN ACUTE LUNG INJURY AND INTRA-ABDOMINAL HYPERTENSION" 2013 PARTNERSHIP GRANTS - WESTGARD, BJORN: "A PROJECT TO USE GEOGRAPHIC INFORMATION SYSTEMS (GIS) TO HOTSPOT PREVENTABLE, HIGH-COST CONDITIONS AND POTENTIAL COMMUNITY HEALTH SOLUTIONS" 2013 PROGRAM DEVELOPMENT GRANTS - ZIEGENFUSS, JEANETTE: "UNDERSTANDING TRADEOFFS BETWEEN QUALITY AND COST IN A SURVEY OF HEALTHPARTNERS PATIENT-MEMBERS" - KUNIN-BATSON, ALICIA: "CHILDHOOD OBESITY PREVENTION: IMPACT ON COGNITIVE DEVELOPMENT AND HPA-AXIS REGULATION" PUBLICATIONS IN 2013, THE INSTITUTE RESEARCHERS DISSEMINATED THE RESULTS OF THEIR RESEARCH BY PUBLISHING 223 ARTICLES, BOOKS AND BOOK CHAPTERS AND BY GIVING 319 PAPER AND POSTER PRESENTATIONS AT NATIONAL AND INTERNATIONAL CONFERENCES. |
| FORM 990, PART III, LINE 4A | III. EDUCATION ACTIVITIES RESIDENT AND OTHER HEALTH PROFESSIONAL TRAINING IN PARTNERSHIP WITH THE UNIVERSITY OF MINNESOTA MEDICAL SCHOOL, THE INSTITUTE TRAINS MORE THAN 500 RESIDENT PHYSICIANS (130 FTES) ANNUALLY IN 22 PROGRAMS AT REGIONS HOSPITAL AND THE HEALTHPARTNERS MEDICAL GROUP AND CLINICS (HEALTHPARTNERS CLINICS). THE COST OF RUNNING THE MEDICAL EDUCATION PROGRAMS WAS MORE THAN $22 MILLION IN 2013. AREAS OF RESIDENT TRAINING INCLUDED: - EMERGENCY MEDICINE - PEDIATRIC EMERGENCY MEDICINE - PHYSICIAN ASSISTANT EMERGENCY MEDICINE - FOOT & ANKLE SURGERY - HAND SURGERY - HOSPITAL MEDICINE - MEDICAL TOXICOLOGY - OCCUPATIONAL MEDICINE - PSYCHIATRY (JOINT PROGRAM WITH ANOTHER AREA HOSPITAL) - PHYSICIAN ASSISTANT/NURSE PRACTITIONER FELLOWSHIP IN PSYCHIATRY - PHARMACY - MANAGED CARE PHARMACY THE INSTITUTE ALSO PROVIDED EDUCATION IN 10 OTHER RESIDENCY PROGRAMS AFFILIATED WITH THE UNIVERSITY OF MINNESOTA. RESIDENT PHYSICIANS PROVIDED CARE IN MANY HIGH-INTENSITY AREAS OF REGIONS HOSPITAL, INCLUDING THE EMERGENCY CENTER, INTENSIVE CARE, SURGICAL SUITES, AND PATIENT UNITS. THEY PROVIDED CARE FOR PATIENTS FROM UNDERSERVED AND DISADVANTAGED COMMUNITIES. IN ADDITION, RESIDENTS CONTRIBUTED TO MEDICAL RESEARCH AND THE ACADEMIC ENVIRONMENT THAT SUSTAINS REGIONS HOSPITAL AND HEALTHPARTNERS' CUTTING-EDGE APPROACH TO CARE. RESIDENTS ALSO SERVED ON COMMITTEES AND TEAMS AT REGIONS HOSPITAL AND HEALTHPARTNERS CLINICS, INCLUDING THE: - ETHICS COMMITTEE - GRADUATE MEDICAL EDUCATION (GME) COMMITTEE - RESIDENT FORUMS - PATIENT SAFETY AND QUALITY INITIATIVES - THE INSTITUTE'S BOARD OF DIRECTORS THE REGIONS HOSPITAL EMERGENCY MEDICINE RESIDENCY SUPPLEMENTS THE CLINICAL LEARNING EXPERIENCE WITH LECTURES, WORKSHOPS AND PROCEDURAL SKILLS LABS THAT ARE OPEN (SPACE PERMITTING) TO ALL RESIDENTS, FACULTY, STUDENTS, ALUMNI, NURSES, PHYSICIAN ASSISTANTS, CONSULTANTS AND OTHERS FROM THE RESIDENCY COMMUNITY TO SHARE AND DISCUSS NEW KNOWLEDGE. IN 2013, THIS INCLUDED 225 LECTURES, 55 WORKSHOPS AND 12 PROCEDURAL SKILLS LABS. CLINICAL EDUCATION THE CENTER FOR UNDERGRADUATE AND GRADUATE CLINICAL EDUCATION (CUGCE), A DEPARTMENT IN THE INSTITUTE, MANAGES ALL UNDERGRADUATE AND GRADUATE MEDICAL EDUCATIONAL ACTIVITIES IN THE HEALTHPARTNERS SYSTEM, INCLUDING NEGOTIATING, IMPLEMENTING AND MONITORING MEDICAL EDUCATION TRAINING CONTRACTS AND INSTITUTIONAL AFFILIATION AGREEMENTS. THE CUGCE ALSO OVERSEES AND ENSURES COMPLIANCE WITH INSTITUTIONAL AND PROGRAM REQUIREMENTS OF THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME). THE CUGCE FURTHER ENSURES COMPLIANCE WITH POLICIES AND PROCEDURES AND MANAGES ALL OPERATIONAL ASPECTS OF THE UNDERGRADUATE AND GME TRAINING ACTIVITIES AT THE VARIOUS CLINICS AND HOSPITALS IN THE HEALTHPARTNERS SYSTEM. THE CUGCE ARRANGES ALL CLINICAL ROTATIONS AND OBSERVATIONS FOR PROSPECTIVE AND CURRENT STUDENTS IN MEDICAL EDUCATION PROGRAMS, PHYSICIAN ASSISTANTS, NURSES, RADIATION TECHNICIANS AND OTHER ALLIED HEALTH PROFESSIONALS. CUGCE ACCOMMODATED MORE THAN 200 COMMUNITY OBSERVERS INTERESTED IN A CAREER IN HEALTH CARE, FOR ABOUT 200 HOURS OF COORDINATION EFFORT IN 2013. CLINICAL SIMULATION HEALTHPARTNERS CLINICAL SIMULATION, A DEPARTMENT WITHIN THE INSTITUTE, IMPROVES PATIENT SAFETY BY PROVIDING SIMULATED CLINICAL EXPERIENCES FOR HEALTHCARE PROFESSIONALS INCLUDING PHYSICIANS, NURSES, RESPIRATORY THERAPISTS, PHARMACISTS, DENTISTS, PARAMEDICS AND STUDENTS. THE EDUCATION OF MEDICAL AND NURSING STUDENTS, RESIDENTS, DOCTORS, AND NURSES AT REGIONS HOSPITAL, HEALTHPARTNERS CLINICS, AND INDIVIDUALS WORKING AT OTHER HEALTH CARE ORGANIZATIONS IN MINNESOTA AND WESTERN WISCONSIN IS ENHANCED BY INCORPORATING SIMULATION. EDUCATIONAL TOPICS IN 2013 INCLUDED PROCEDURAL SKILLS, REDUCING FAILURE TO RECOGNIZE/RESCUE, CRITICAL CARE, PROGRESSIVE CARE, OBSTETRICAL & PEDIATRIC EMERGENCY MANAGEMENT, AIRWAY MANAGEMENT, CARDIAC ARREST MANAGEMENT & EFFECTIVE USE OF SIMULATION IN EDUCATIONAL PROGRAMS. IN 2013, HEALTHPARTNERS CLINICAL SIMULATION PROVIDED THE FOLLOWING SERVICES TO THE COMMUNITY IN THE CLINICAL SIMULATION & LEARNING CENTER OR AT OTHER FACILITIES THROUGH THE MOBILE SIMULATION PROGRAM: 1. EDUCATIONAL COURSES/ACTIVITIES: - OBSTETRICAL AND PEDIATRIC MANAGEMENT FOR DAKOTA COUNTY PARAMEDICS - PEDIATRIC TRAUMA MANAGEMENT FOR NURSES, PHYSICIANS, AND PAS AT OSCEOLA MEDICAL CENTER. 2. STUDENT EVENTS: THE SIMULATION CENTER PROVIDED CLINICAL EXPERIENCES FOR ELEMENTARY, JUNIOR HIGH, AND HIGH SCHOOL STUDENTS. THIS OFFERED A HANDS-ON OPPORTUNITY TO EXPLORE A VARIETY OF HEALTH CARE AND BIOMEDICAL ENGINEERING CAREERS. 3. PROMOTION OF SIMULATION: THE SIMULATION CENTER STAFF VOLUNTEERED TIME TO STAFF THE NEW HCMC SIMULATION CENTER DURING ITS OPEN HOUSE. STAFF DEMONSTRATED EQUIPMENT AND PROVIDED INFORMATION ON PATIENT SAFETY AND OTHER USES OF SIMULATION. 4. COMMUNITY GROUP TOURS: FREE TOURS WERE CONDUCTED FOR COMMUNITY MEMBERS. 5. CONFERENCE PRESENTATIONS: SIX PRESENTATIONS WERE GIVEN IN 2013 TO COMMUNITY AUDIENCES. PRESENTERS SHARED EXPERIENCES, OUTCOMES, LESSONS LEARNED, AND HOW TO INCORPORATE BEST PRACTICES. 6. CONSULTATION: STAFF SHARED THEIR EXPERTISE WITH THE SIMULATION COMMUNITY BY PROVIDING TECHNOLOGY SUPPORT FOR STAFF AT COMMUNITY HOSPITALS AND COLLEGES. CONTINUING EDUCATION THE INSTITUTE PROVIDES CONTINUING EDUCATION THAT SUPPORTS THE IMPROVEMENT OF THE COMPETENCE OF PHYSICIANS AND HEALTH CARE PROFESSIONALS, HEALTH CARE PRACTICE, AND THE HEALTH OF OUR PATIENTS AND COMMUNITY. THE INSTITUTE IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) TO PROVIDE CONTINUING MEDICAL EDUCATION. CONTINUING EDUCATION ACTIVITIES ARE TARGETED TO LOCAL, REGIONAL, AND NATIONAL AUDIENCES. IN 2013, THE INSTITUTE PROVIDED THE FOLLOWING CONTINUING EDUCATION SERVICES TO THE COMMUNITY: - FREE CONTINUING EDUCATION CREDITS FOR THE ANNUAL CORNERSTONE CONFERENCE ON DOMESTIC VIOLENCE. - INFORMATION ABOUT BEST PRACTICES IN EMERGING CLINICAL TOPICS THROUGH OUR WEBSITE, HTTP://WWW.HEALTHPARTNERS.COM/IME/LEARNING-RESOURCES/PEARLS-OF-KNOWLEDG FUNDING FOR PROFESSIONAL EDUCATION AND RESEARCH THE INSTITUTE'S KNOWLEDGE BANK IS A FUND DEVELOPED TO SUPPORT LEARNING AND TEACHING IN ALL HEALTH DISCIPLINES AT EVERY STAGE OF CAREER DEVELOPMENT THROUGH SCHOLARSHIPS AND GRANTS FOR PROFESSIONAL EDUCATION. SCHOLARSHIPS AND GRANTS IN 2013 SUPPORTED HEALTH CARE PROFESSIONALS IN ATTENDING CONFERENCES, TRAINING PROGRAMS, AND ROTATIONS FOR GME. THE INSTITUTE OFFERS RESEARCH GRANTS TO RESIDENTS IN HEALTHPARTNERS AND CLOSELY AFFILIATED RESIDENCY PROGRAMS. THESE GRANTS OF UP TO $2,000 ARE AVAILABLE ON A ONE-TIME BASIS TO PARTIALLY FUND RESEARCH PROJECTS THAT ENABLE RESIDENTS TO PARTICIPATE IN MENTORED RESEARCH PROGRAMS. IMPROVING CROSS-CULTURAL CARE IN 2013, THE INSTITUTE LAUNCHED THE SECOND ITERATION OF THE EBAN EXPERIENCE, CALLED THE 3D COLLABORATIVE, TO IMPROVE DIABETES OUTCOMES IN AFRICAN AMERICAN AND EAST AFRICAN POPULATIONS. THE 3D COLLABORATIVE IS A YEARLONG LEARNING COLLABORATIVE THAT BEGAN IN MAY 2013 AND ENDS IN JUNE 2014. IT BRINGS HEALTH CARE PROFESSIONALS, PATIENTS AND COMMUNITY MEMBERS TOGETHER TO REDUCE DIABETES DISPARITIES. FIVE TEAMS WILL IDENTIFY CULTURALLY SPECIFIC BEST PRACTICES TO IMPROVE DIABETES KNOWLEDGE ABOUT SELF-MANAGEMENT AND PREVENTION AND CONNECT PATIENTS WITH COMMUNITY ORGANIZATIONS TO SUPPORT HEALTHY LIFESTYLE BEHAVIORS. THE TEAMS WILL LEARN AND APPLY BASIC QUALITY IMPROVEMENT PROCESSES AND LISTEN TO THOSE MOST AFFECTED BY DISPARITIES TO IMPROVE HEALTH OUTCOMES. THEY WILL REVIEW CURRENT KNOWLEDGE, LEARN FROM PEER ORGANIZATIONS, ASSESS CURRENT DIABETES EDUCATION TOOLS, AND DESIGN CULTURALLY SPECIFIC INTERVENTIONS. THEY WILL IMPLEMENT AND EVALUATE THE SUCCESS OF THEIR RECOMMENDATIONS. OUTCOMES DATA WILL BE PROVIDED TO KNOW WHETHER IMPROVEMENTS ARE OCCURRING FOR EACH POPULATION. ONCE BEST PRACTICES ARE IDENTIFIED THEY WILL BE SPREAD ACROSS THE HEALTH SYSTEM AND COMMUNITIES. THE INSTITUTE STAFF ALSO PARTICIPATED IN THE FOLLOWING CROSS-CULTURAL ACTIVITIES IN 2013: - HONORING WOMEN WORLDWIDE: THE INSTITUTE CO-SPONSORED HONORING WOMEN WORLDWIDE, WHOSE MISSION IS TO HONOR AND UNITE WOMEN GLOBALLY TO POSITIVELY CHANGE AND THRIVE IN THE WORLD BY TEACHING, PROMOTING, AND DEMONSTRATING THE IMPORTANCE OF SPONSORING, ASSISTING, NETWORKING, AND MENTORING TO FURTHER WOMEN'S CAUSES. INSTITUTE LEADERSHIP PARTICIPATED IN MONTHLY MEETINGS MENTORING FIRST-GENERATION IMMIGRANT STUDENTS AND THE BOARD OF DIRECTORS. - MIXED BLOOD THEATER: INSTITUTE LEADERSHIP SERVES ON THE BOARD OF DIRECTORS OF MIXED BLOOD THEATER, WHICH PROMOTES CULTURAL PLURALISM AND INDIVIDUAL EQUALITY THROUGH ARTISTIC EXCELLENCE, USING THEATER TO ADDRESS ARTIFICIAL BARRIERS TO SUCCESS IN AMERICAN SOCIETY. |
| FORM 990, PART III, LINE 4A | COMMUNITY HEALTH EDUCATION IN 2013, THE INSTITUTE PARTICIPATED IN THE COMMUNITY GRAND ROUNDS, WHICH BRINGS EDUCATION AND TRAINING TO HOSPITALS, CLINICS, AND OTHER PLACES OF BUSINESS AT NO COST. REGIONS HOSPITAL'S MEDICAL AND PROFESSIONAL STAFF GAVE PRESENTATIONS IN THE COMMUNITY ON TOPICS SUCH AS TRAUMA AND BURN CARE, PAIN MANAGEMENT, COMMON ENT PROBLEMS, SLEEP DISORDERS AND URINE DRUG TESTING. COMMUNITY COLLABORATION: AS A MEMBER OF THE METROPOLITAN MINNESOTA COUNCIL ON GRADUATE MEDICAL EDUCATION (MMCGME), THE INSTITUTE HAS TAKEN A LEADERSHIP ROLE IN PROMOTING A COMMUNITY APPROACH TO RESIDENT EDUCATION. THE MMCGME CONSIDERS HOW MANY PHYSICIANS ARE NEEDED IN THE METROPOLITAN AREA AND WHAT TYPES OF RESIDENTS WILL BEST SERVE THE COMMUNITY'S NEEDS. THIS TYPE OF ANALYSIS AND PLANNING IS PARTICULARLY IMPORTANT BECAUSE THE NUMBER OF RESIDENCY "SLOTS" (NUMBER OF RESIDENTS FOR WHICH MEDICARE PROVIDES FUNDING) HAS DECREASED IN THE TWIN CITIES. PLANNING FOR THE GROWTH OF RESIDENCY POSITIONS IS INCREASINGLY IMPORTANT IN MEETING COMMUNITY NEEDS. THE INSTITUTE'S EXECUTIVE DIRECTOR OF EDUCATION CONTRIBUTES TO A SUBCOMMITTEE FOCUSED ON IMPROVING EFFICIENCY IN ADMINISTRATION OF RESIDENCY PROGRAMS AND DECREASING PROGRAM COSTS. UNDER THE MMCGME, THE INSTITUTE HAS ALSO HELPED ESTABLISH THE TWIN CITIES RESIDENT COUNCIL, AN ORGANIZATION OF RESIDENT PHYSICIANS IN THE TWIN CITIES WHOSE AIM IS TO IMPROVE THE QUALITY AND SAFETY OF PATIENT CARE. THE COUNCIL IS COMPOSED OF RESIDENTS FROM ALL TEACHING HOSPITALS IN THE TWIN CITIES, INCLUDING THE UNIVERSITY OF MINNESOTA, HENNEPIN COUNTY MEDICAL CENTER, ABBOTT NORTHWESTERN HOSPITAL, REGIONS HOSPITAL, AND VETERANS ADMINISTRATION. IT SEEKS TO STANDARDIZE THE PROCESSES INVOLVED IN HANDOFFS AND PAGING IN TWIN CITIES HOSPITALS TO PREVENT ERRORS AND DELAYS IN PATIENT CARE. INSTITUTE STAFF VOLUNTEERED AT NONPROFIT ORGANIZATIONS SUCH AS THE ALLIANCE FOR INDEPENDENT ACADEMIC MEDICAL CENTERS, ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION, ASSOCIATION FOR HOSPITAL MEDICAL EDUCATION, ACCREDITATION COUNCIL OF CONTINUING MEDICAL EDUCATION, AND ALLIANCE FOR CONTINUING EDUCATION IN THE HEALTH PROFESSIONS TO IMPROVE HEALTH CARE-DELIVERY. THE INSTITUTE HAS LED THE PROFESSIONAL DEVELOPMENT OF REGIONAL RESIDENCY PROGRAM COORDINATORS BY PLANNING AND COORDINATING AN ANNUAL CONFERENCE. SEVERAL STAFF MEMBERS GAVE PRESENTATIONS AT THE 2013 CONFERENCE. INSTITUTE STAFF PARTICIPATED IN A WEEKLY READING PROGRAM THROUGH THE NONPROFIT EVERYBODY WINS MINNESOTA, SERVING AS A CLASSROOM COORDINATOR AT THE ST. PAUL MUSIC ACADEMY. AN INSTITUTE STAFF MEMBER VOLUNTEERED FOR THE MINNESOTA STATE FAIR AS AN EMERGENCY MEDICAL TECHNICIAN. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE CORPORATE MEMBER OF THE INSTITUTE IS HEALTHPARTNERS, INC. (HPI), A MINNESOTA NON-PROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(4). |
| FORM 990, PART VI, SECTION A, LINE 7A | HPI, AS THE SOLE CORPORATE MEMBER, SELECTS AND/OR APPROVES ALL DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | HPI, AS THE SOLE CORPORATE MEMBER APPROVES ACTIONS AS FOLLOWS: - AMENDMENTS TO THE ARTICLES AND BYLAWS - ANNUAL AND CAPITAL BUDGETS AND LONG-RANGE PLANS - UNBUDGETED SPECIAL PROJECTS IN EXCESS OF $10,000 - GUARANTEEING THE DEBT OF ANY OTHER PERSON OR ENTITY - A LOAN OR OTHER INDEBTEDNESS IN EXCESS OF $10,000 - DISPOSITION OF SUBSTANTIALLY ALL ASSETS - MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION - DISSOLUTION - SELECTION OF OFFICERS |
| FORM 990, PART VI, SECTION B, LINE 11 | THE INSTITUTE'S 990 RETURN HAS A COMPREHENSIVE REVIEW PROCESS THAT IS FOLLOWED BEFORE IT IS PRESENTED TO THE GOVERNING BODY OF THE INSTITUTE. THE REVIEW PROCESS INCLUDES A LAYERED REVIEW BY THE TAX DEPARTMENT OF GROUP HEALTH PLAN, INC. (GHI), THE MANAGEMENT TEAM OF THE INSTITUTE, GHI'S INTERNAL LEGAL DEPARTMENT AND THE INSTITUTE'S OUTSIDE INDEPENDENT ACCOUNTANTS. EACH ONE OF THOSE AREAS HAS AN OPPORTUNITY TO REVIEW, ASK QUESTIONS AND MAKE COMMENTS BACK TO THE TAX DEPARTMENT OF GHI BEFORE THE FORM 990 IS COMPLETED AND PRESENTED TO THE GOVERNING BODY OF THE INSTITUTE. THE INSTITUTE MAKES AVAILABLE TO THE GOVERNING BODY (BOARD OF DIRECTORS) A COPY OF THE 990 FOR REVIEW AND COMMENT PRIOR TO THE FILING OF THE 990 RETURN. THIS COPY IS PROVIDED IN A PRE-MEETING PACKET, AND IS AN AGENDA ITEM AT A MEETING OF THE FULL BOARD OF DIRECTORS. THIS PROCESS IS NOTED AND DOCUMENTED IN THE WRITTEN MINUTES OF THE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE INSTITUTE IS GOVERNED BY AN 18 MEMBER BOARD OF DIRECTORS. AS REQUIRED BY THE BYLAWS OF THE INSTITUTE, THE INSTITUTE'S BOARD MONITORS POTENTIAL CONFLICTS OF INTEREST ON THE PART OF ITS BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES BY MAINTAINING A CONFLICT OF INTEREST POLICY. UNDER THE POLICY, ALL BOARD MEMBERS, PRINCIPAL OFFICERS, MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS AND KEY EMPLOYEES ANNUALLY ARE PROVIDED WITH A COPY OF THE POLICY AND REQUESTED TO COMPLETE A QUESTIONNAIRE IDENTIFYING ANY POTENTIAL CONFLICTS OF INTEREST. THE GENERAL COUNSEL WILL SUMMARIZE THE FINDINGS FOLLOWING REVIEW OF THE QUESTIONNAIRE AND WILL SUBMIT A REPORT TO THE CHAIR, PRESIDENT AND THE EXECUTIVE DIRECTOR. BOARD AGENDAS AND EXECUTIVE DECISIONS ARE MONITORED IN RELATION TO THIS POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION OF CEO, OTHER OFFICERS AND KEY EMPLOYEES THE INSTITUTE HAS NO EMPLOYEES. ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE PAID BY GHI, A RELATED ORGANIZATION WHICH HAS AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF THE INSTITUTE'S EXECUTIVE DIRECTOR AND ITS OTHER OFFICERS AND MEDICAL DIRECTORS. EVERY THREE YEARS, UNDER THE DIRECTION OF THE GHI BOARD OF DIRECTORS' COMPENSATION COMMITTEE (COMPENSATION COMMITTEE), A TOTAL COMPENSATION MARKET REVIEW IS COMPLETED. THE REVIEW INCLUDES ALL COMPONENTS OF COMPENSATION; BASE SALARY, ANNUAL INCENTIVES, BENEFITS AND PERQUISITES. THE MARKET SURVEY RESULTS ARE PRESENTED TO, REVIEWED BY AND APPROVED BY THE INDEPENDENT COMPENSATION COMMITTEE. IN INTERIM YEARS, GHI'S HUMAN RESOURCES STAFF, UNDER THE DIRECTION OF THE COMPENSATION COMMITTEE, UPDATES CHANGES IN THE SALARY STRUCTURE BASED ON THE SAME INDEPENDENT STUDIES PERFORMED BY THE COMPENSATION COMMITTEE. FOR THE CHIEF EXECUTIVE OFFICER AND CERTAIN OTHER POSITIONS FULL INDEPENDENT REVIEWS ARE PERFORMED. IN ALL CASES, COMMITTEE MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST SURVEY TO ASSURE THE COMPENSATION COMMITTEE MEMBERS' INDEPENDENCE, STAFF IS NOT IN ROOM DURING DELIBERATIONS OR VOTE INCLUDING EXECUTIVE SESSIONS, AND CONTEMPORANEOUS MINUTES ARE KEPT. TOTAL COMPENSATION IS APPROPRIATELY DOCUMENTED ON THE FORM 990 AND W2 STATEMENTS. THE BOARD OF DIRECTORS HAS DELEGATED TO THE COMPENSATION COMMITTEE THE ACCOUNTABILITY TO CONDUCT AN ANNUAL PERFORMANCE EVALUATION AND TO DETERMINE THE COMPENSATION OF THE CEO BASED ON THE PERFORMANCE REVIEW AND THE MARKET COMPARABILITY DATA, APPROVED BY THE COMPENSATION COMMITTEE. THE BOARD HAD DELEGATED TO THE CEO (WITH AUTHORITY TO FURTHER DELEGATE) THE ACCOUNTABILITY TO CONDUCT ANNUAL PERFORMANCE REVIEWS AND DETERMINE THE COMPENSATION OF ALL OTHER OFFICERS WITHIN THE COMPENSATION RANGES DETERMINED BY THE COMPENSATION COMMITTEE. ANY EXCEPTIONS NEED TO BE APPROVED BY THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE INSTITUTE'S FINANCIAL STATEMENTS AND 990 RETURNS ARE MADE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION FROM THE INSTITUTE OR HEALTHPARTNERS, INC.. THE INSTITUTE'S ARTICLES OF INCORPORATION ARE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION THROUGH THE MINNESOTA SECRETARY OF STATE'S OFFICE. THE INSTITUTE'S CONFLICT OF INTEREST POLICY WHICH IS THE SAME AS THAT OF IT'S RELATED ORGANIZATIONS, HEALTHPARTNERS, INC. AND GROUP HEALTH PLAN, INC. CAN BE VIEWED THROUGH THE HEALTHPARTNERS.COM WEBSITE. |
| FORM 990, PART VII, SEC A, LN 1A, COL B: AVERAGE HOURS-RELATED ORGANIZATION | ALL OFFICERS OF THE INSTITUTE ARE EMPLOYED AND COMPENSATED BY GHI. THE REPORTED AVERAGE HOURS WORKED ARE BASED ON THEIR TOTAL COMPENSATION FROM ALL RELATED ORGANIZATIONS. |
| FORM 990, PART XI, LINE 9: | FASB 124 - FAIR MARKET VALUATION ADJUSTMENT 489,998. ROUNDING 9. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (26 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HEALTHPARTNERS INC | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 411693838 | HYBRID STAFF MODEL/NETWORK MODEL HEALTH MAINTENANCE ORGANIZATION | MN | 501(C)(4) | N/A | Yes (1) | ||
| HPI - RAMSEY | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 411793333 | CORPORATE PLANNING AND OVERSIGHT | MN | 501(C)(3) | Yes (1) | 509(A)(3) TYPE I | HEALTHPARTNERS INC | |
| GROUP HEALTH PLAN INC | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 410797853 | STAFF MODEL HEALTH MAINTENANCE ORGANIZATION | MN | 501(C)(3) | Yes (1) | 170(B)(1) (A)(III) | HEALTHPARTNERS INC | |
| CAPITOL VIEW TRANSITIONAL CARE CENTER | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 412011453 | POST HOSPITALIZATION PATIENT CARE | MN | 501(C)(3) | Yes (1) | 170(B)(1) (A)(III) | HPI - RAMSEY | |
| REGIONS HOSPITAL | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 410956618 | HOSPITAL | MN | 501(C)(3) | Yes (1) | 170(B)(1) (A)(III) | HPI - RAMSEY | |
| REGIONS HOSPITAL FOUNDATION | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 411888902 | PROVIDE HOSPITAL PROGRAM FINANCIAL SUPPORT | MN | 501(C)(3) | Yes (1) | 170(B)(1) (A)(VI) | HPI - RAMSEY | |
| RHSC INC | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 411891928 | HEALTHCARE STAFFING | MN | 501(C)(3) | Yes (1) | 509(A)(3) TYPE II | HEALTHPARTNERS INC | |
| RH-WISCONSIN | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 202287016 | CORPORATE PLANNING AND OVERSIGHT | WI | 501(C)(3) | Yes (1) | 509(A)(3) TYPE II | HPI - RAMSEY | |
| PHYSICIANS NECK AND BACK CLINICS | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 270684883 | SPECIALTY PATIENT CARE | MN | 501(C)(3) | Yes (1) | 509(A)(3) TYPE II | GROUP HEALTH PLAN INC | |
| HUDSON HOSPITAL INC | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 390804125 | HOSPITAL | WI | 501(C)(3) | Yes (1) | 170(B)(1) (A)(III) | RH-WISCONSIN & GROUP HEALTH PLAN INC | |
| HUDSON HOSPITAL FOUNDATION INC | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 391279567 | PROVIDE HOSPITAL PROGRAM FINANCIAL SUPPORT | WI | 501(C)(3) | Yes (1) | 170(B)(1) (A)(VI) | HUDSON HOSPITAL INC | |
| WESTERN WISCONSIN EMERGENCY MEDICAL SERVICES COMPANY | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 263616590 | PROVIDE MEDICAL TRANSPORT SERVICES | WI | 501(C)(3) | Yes (1) | 509(A)(3) TYPE II | RH-WISCONSIN | |
| LAKEVIEW MEMORIAL HOSPITAL FOUNDATION | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 411386635 | PROVIDE HOSPITAL PROGRAM FINANCIAL SUPPORT | MN | 501(C)(3) | Yes (1) | 509(A)(3) TYPE II | STILLWATER HEALTH SYSTEM | |
| LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 410811697 | HOSPITAL | MN | 501(C)(3) | Yes (1) | 170(B)(1) (A)(III) | STILLWATER HEALTH SYSTEM | |
| STILLWATER MEDICAL GROUP | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 830379473 | PHYSICIANS GROUP | MN | 501(C)(3) | Yes (1) | 509(A)(2) | STILLWATER HEALTH SYSTEM | |
| STILLWATER HEALTH SYSTEM | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 300221189 | CORPORATE PLANNING AND OVERSIGHT | MN | 501(C)(3) | Yes (1) | 509(A)(3) TYPE II | HPI - RAMSEY | |
| WESTFIELDS HOSPITAL INC | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 390808442 | HOSPITAL | WI | 501(C)(3) | Yes (1) | 170(B)(1) (A)(III) | RH-WISCONSIN & GROUP HEALTH PLAN INC | |
| WESTFIELDS HOSPITAL FOUNDATION INC | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 391770913 | PROVIDE HOSPITAL PROGRAM FINANCIAL SUPPORT | WI | 501(C)(3) | Yes (1) | 509(A)(3) TYPE I | WESTFIELDS HOSPITAL INC | |
| RAMSEY INTEGRATED HEALTH SERVICES | |||||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 411503090 | IN-HOME PATIENT CARE | MN | 501(C)(3) | Yes (1) | 509(A)(2) | HPI - RAMSEY | |
| PARK NICOLLET HEALTH SERVICES | |||||||||||
| 6500 EXCELSIOR BLVD | ST LOUIS PARK | MN | 55426 | 363465840 | CORPORATE PLANNING AND OVERSIGHT | MN | 501(C)(3) | Yes (1) | 509(A)(2) TYPE III | HEALTHPARTNERS INC | |
| PARK NICOLLET FOUNDATION | |||||||||||
| 6500 EXCELSIOR BLVD | ST LOUIS PARK | MN | 55426 | 237346465 | GRANTS TO SERVE THE COMMUNITY | MN | 501(C)(3) | Yes (1) | 170(B)(1) (A)(VI) | PARK NICOLLET HEALTH SERVICES | |
| PARK NICOLLET METHODIST HOSPITAL | |||||||||||
| 6500 EXCELSIOR BLVD | ST LOUIS PARK | MN | 55426 | 410132080 | HOSPITAL | MN | 501(C)(3) | Yes (1) | 170(B)(1) (A)(III) | PARK NICOLLET HEALTH SERVICES | |
| PARK NICOLLET INSTITUTE | |||||||||||
| 6500 EXCELSIOR BLVD | ST LOUIS PARK | MN | 55426 | 410961862 | HEALTHCARE RESEARCH | MN | 501(C)(3) | Yes (1) | 170(B)(1) (A)(III) | PARK NICOLLET HEALTH SERVICES | |
| PARK NICOLLET HEALTH CARE PRODUCTS | |||||||||||
| 6500 EXCELSIOR BLVD | ST LOUIS PARK | MN | 55426 | 010638901 | HEALTHCARE PRODUCTS | MN | 501(C)(3) | Yes (1) | 509(A)(3) TYPE II | PARK NICOLLET HEALTH SERVICES | |
| PARK NICOLLET CLINIC | |||||||||||
| 6500 EXCELSIOR BLVD | ST LOUIS PARK | MN | 55426 | 410834920 | HEALTHCARE | MN | 501(C)(3) | Yes (1) | 170(B)(1) (A)(III) | PARK NICOLLET HEALTH SERVICES | |
| PNMC HOLDINGS | |||||||||||
| 6500 EXCELSIOR BLVD | ST LOUIS PARK | MN | 55426 | 411741792 | HEALTHCARE REAL ESTATE | MN | 501(C)(3) | Yes (1) | 509(A)(3) TYPE I | PARK NICOLLET CLINIC | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| HEALTHPARTNERS ADMINISTRATORS INC | |||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 411629390 | THIRD PARTY ADMINISTRATOR | MN | HEALTHPARTNERS INC | C | Yes (1) |
| HEALTHPARTNERS ASSOCIATES INC | |||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 522365151 | MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT | MN | HEALTHPARTNERS ADMINISTRATORS INC | C | Yes (1) |
| HEALTHPARTNERS SERVICES INC | |||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 411683568 | MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT | MN | HEALTHPARTNERS ADMINISTRATORS INC | C | Yes (1) |
| HEALTHPARTNERS VENTURES INC | |||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 411838197 | DEVELOP HEALTHCARE BUSINESS OPPORTUNITIES | MN | HEALTHPARTNERS INC | C | Yes (1) |
| HEALTHPARTNERS INSURANCE COMPANY | |||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 411683523 | MEDICAL AND DENTAL INSURANCE | MN | HEALTHPARTNERS ADMINISTRATORS INC | C | Yes (1) |
| DENTAL SPECIALTIES INC | |||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 451297583 | DENTAL CLINIC STAFFING | MN | HEALTHPARTNERS ADMINISTRATORS INC | C | Yes (1) |
| HEALTHPARTNERS CENTRAL MINNESOTA CLINICS | |||||||||
| 8170 33RD AVE S PO BOX 1309 | MPLS | MN | 554401309 | 411236798 | MEDICAL CLINIC STAFFING AND MANAGEMENT | MN | HEALTHPARTNERS ADMINISTRATORS INC | C | Yes (1) |
| PARK NICOLLET ENTERPRISES | |||||||||
| 6500 EXCELSIOR BLVD | ST LOUIS PARK | MN | 55426 | 411656735 | REAL ESTATE FOR RELATED ORGANIZATIONS | MN | PARK NICOLLET HEALTH SERVICES | C | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 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 | 0 | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |