WINONA HEALTH SERVICES: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WINONA HEALTH SERVICES (EIN 41-0713914)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-14
- IRS object ID
- 201442269349300214
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-14T07:28:57-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411765929 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL STE 1300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554027033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410713914 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINONA HEALTH SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WINO | NameControl |
| Phone | 5074543650 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MANKATO AVENUE | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAN BROSNAHAN | Name |
| Title | CFO | Title |
| Phone | 5074543650 | Phone |
| Date Signed | 2014-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH VOGT CPA | Name |
| PTIN | P00978242 | PTIN |
| Phone | 6122536500 | Phone |
| Date Prepared | 2014-08-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RACHELLE HEISING-SCHULTZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MANKATO AVENUE | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 127103028 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WINONAHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1894 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | HOSPITAL SERVICES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1142 | TotalNbrEmployees |
| Total Nbr Volunteers | 385 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 781739 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 215052 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 109670610 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 113078210 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 603359 | InvestmentIncomePriorYear |
| Investment Income Current Year | 359965 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1348605 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1394077 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 112404313 | TotalRevenuePriorYear |
| Total Revenue Current Year | 115047304 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 37099 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 48371 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 57585719 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 58993747 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 49374749 | OtherExpensePriorYear |
| Other Expenses Current Year | 50269367 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 106997567 | TotalExpensesPriorYear |
| Total Expenses Current Year | 109311485 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5406746 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5735819 | RevenuesLessExpensesCY |
| Total Assets BOY | 103453716 | TotalAssetsBOY |
| Total Assets EOY | 105644990 | TotalAssetsEOY |
| Total Liabilities BOY | 46575471 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 42297322 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 56878245 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 63347668 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | DEVOTED TO IMPROVING THE HEALTH AND WELL-BEING OF OUR FAMILY, FRIENDS AND NEIGHBORS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 99522967 | Expense |
| Grants | 48371 | Grants |
| Revenue | 114472287 | Revenue |
| Description | WINONA HEALTH SERVICES (WHS), A 99-BED HOSPITAL, HAS A 119-YEAR HISTORY OF PROVIDING CARE TO ITS COMMUNITY AND SERVICES FROM BIRTH TO DEATH. IT IS THE SOLE COMMUNITY PROVIDER IN THE WINONA, MINNESOTA AREA. IN FISCAL YEAR 2013, WHS HAD 2,678 ADMISSIONS; 363 BIRTHS; 3,296 INPATIENT AND OUTPATIENT SURGERIES; AND 16,774 VISITS TO THE EMERGENCY ROOM.TO FULFILL ITS MISSION OF COMMUNITY SERVICE, THE CORPORATION PROVIDES CARE TO PATIENTS AND RESIDENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE AND COMMUNITY BENEFIT POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE THE CORPORATION DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS PATIENT AND RESIDENT SERVICE REVENUE.CHARITY CARE: WHS PROVIDES MEDICAL CARE TO THE COMMUNITY REGARDLESS OF AN INDIVIDUAL'S ABILITY TO PAY. TOTAL CHARITY CARE COST WAS $903,680 FOR FY 2013. IN FURTHERANCE OF ITS CHARITABLE PURPOSE, THE CORPORATION PROVIDES A WIDE VARIETY OF BENEFITS TO THE COMMUNITY. THESE SERVICES AND DONATIONS ACCOUNT FOR A MEASURABLE PORTION OF THE CORPORATION'S COSTS AND SERVE TO PROMOTE HEALTHY LIFE STYLES, COMMUNITY DEVELOPMENT, HEALTH EDUCATION, AND AFFORDABLE ACCESS TO CARE.THE CORPORATION MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF COMMUNITY BENEFIT SERVICES IT PROVIDES. THOSE RECORDS INCLUDE MANAGEMENT'S ESTIMATE OF THE COST TO PROVIDE CHARITY CARE, THE COST OF SERVICES AND SUPPLIES FURNISHED FOR COMMUNITY BENEFIT PROGRAMS AND COSTS IN EXCESS OF PROGRAM PAYMENTS FOR TREATING MEDICAL ASSISTANCE PATIENTS.IN ADDITION TO COMMUNITY BENEFIT COSTS, THE CORPORATION PROVIDES ADDITIONAL COMMUNITY CONTRIBUTIONS SUCH AS SERVICES TO MEDICARE AND MEDICAID PATIENTS BELOW THE COSTS FOR TREATMENT, OTHER UNCOMPENSATED CARE, DISCOUNTED PRICING TO THE UNINSURED, AND PAYS TAXES AND FEES. | Description |
| Total Program Service Expense | 99522967 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 70 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1142 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAN BROSNAHAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5074543650 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MANKATO AVENUE | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| KEN MOGREN | |||||||||
| CHAIR | 3.00 | 2.00 | X | X | 0 | 0 | 0 | ||
| SCOTT BIESANZ | |||||||||
| DIRECTOR | 3.00 | 2.00 | X | 0 | 0 | 0 | |||
| STEVE BLUE | |||||||||
| DIRECTOR | 3.00 | 2.00 | X | 0 | 0 | 0 | |||
| SCOTT BIRDSALL MD | |||||||||
| DIRECTOR | 40.00 | 2.00 | X | 326182 | 0 | 56714 | |||
| MATTHEW BROGHAMMER MD | |||||||||
| DIRECTOR | 40.00 | 2.00 | X | 377768 | 0 | 65012 | |||
| VICKI DECKER | |||||||||
| DIRECTOR | 3.00 | 2.00 | X | 0 | 0 | 0 | |||
| GARY EVANS | |||||||||
| DIRECTOR | 3.00 | 2.00 | X | 0 | 0 | 0 | |||
| RICHARD FERRIS MD | |||||||||
| DIRECTOR | 40.00 | 2.00 | X | 231632 | 0 | 43345 | |||
| JIM KILLIAN | |||||||||
| DIRECTOR | 3.00 | 2.00 | X | 0 | 0 | 0 | |||
| HERB HIGHUM | |||||||||
| DIRECTOR | 3.00 | 2.00 | X | 0 | 0 | 0 | |||
| RICK IGLESIAS | |||||||||
| DIRECTOR | 3.00 | 2.00 | X | 0 | 0 | 0 | |||
| HUGH MILLER | |||||||||
| DIRECTOR | 3.00 | 2.00 | X | 0 | 0 | 0 | |||
| KIM SCHWAB | |||||||||
| DIRECTOR | 3.00 | 2.00 | X | 0 | 0 | 0 | |||
| DANIEL PARKER MD | |||||||||
| DIRECTOR/CHIEF OF STAFF | 40.00 | 2.00 | X | 224003 | 0 | 44431 | |||
| MARK WAGNER | |||||||||
| DIRECTOR | 3.00 | 2.00 | X | 0 | 0 | 0 | |||
| RACHELLE HEISING-SCHULTZ | |||||||||
| PRESIDENT/CEO/DIRECTOR | 44.00 | 4.00 | X | X | 445124 | 0 | 69109 | ||
| JAN BROSNAHANDIRECTOR | |||||||||
| /CFO/TREASURER (AS OF 9/24/13) | 3.00 | 2.00 | X | X | 0 | 0 | 0 | ||
| MICHAEL ALLEN | |||||||||
| CFO/TREASURER (THRU 8/29/13) | 44.00 | 4.00 | X | 246866 | 0 | 49146 | |||
| SARA GABRICK | |||||||||
| CNO | 42.00 | 0.00 | 171641 | 0 | 38814 | X | |||
| WAYNE KELLY MD | |||||||||
| FAMILY PRACTICE/ER PHYSICIAN | 40.00 | 0.00 | 424962 | 0 | 60745 | X | |||
| LEROY TROMBETTA MD | |||||||||
| GENERAL SURGEON | 40.00 | 0.00 | 392813 | 0 | 67712 | X | |||
| AMARJIT VIRDI MD | |||||||||
| ANESTHESIOLOGIST | 40.00 | 0.00 | 374504 | 0 | 59911 | X | |||
| RUTH MOES MD | |||||||||
| ANESTHESIOLOGIST | 40.00 | 0.00 | 364893 | 0 | 57166 | X | |||
| BRETT WHYTE MD | |||||||||
| EMERGENCY PHYSICIAN | 40.00 | 0.00 | 357700 | 0 | 66391 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3938088 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 678496 | TotalOtherCompensation |
| Number Individuals GT100 K | 66 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | CONTRACTED HOSPITALITY SERVICES | 1363621 |
| WEATHERBY LOCUMS INC | |||||
| PO BOX 972633 | DALLAS | TX | 75397 | CONTRACTED PHYSICIANS | 1178121 |
| SARNIA REALTY | |||||
| PO BOX 1096 | WINONA | MN | 55987 | PROPERTY LEASE | 1160078 |
| MAYO COLLABORATIVE SERVICES INC | |||||
| PO BOX 9146 | MINNEAPOLIS | MN | 55480 | CONTRACTED LABORATORY SERVICES | 791089 |
| NINE LINE INC | |||||
| 815 J STREET | SAN DIEGO | CA | 92101 | CONTRACTED PHYSICIANS | 765951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| Related Organizations | 162216 | RelatedOrganizations |
| All Other Contributions | 52836 | AllOtherContributions |
| Noncash Contributions | 4745 | NoncashContributions |
| Total Contributions | 215052 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 622110 | 98812889 | 98812889 |
| PURCHASED SERVICE REVENUE | 900099 | 10361894 | 10361894 |
| SUPPORTING REVENUE | 900099 | 3903427 | 3903427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 113078210 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 199192 | TotalRevenueColumn |
| Exclusion | $199,192 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6821219 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6600569 | Securities |
| Other | 59877 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 220650 | Securities |
| Other | -59877 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 160773 | TotalRevenueColumn |
| Exclusion | $160,773 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 6789355 | GrossSalesOfInventory |
| Cost Of Goods Sold | 5395278 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1394077 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1394077 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 115047304 | TotalRevenueColumn |
| Related Or Exempt Function Income | 114472287 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $359,965 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48371 | Total |
| Program Services | 48371 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2603552 | Total |
| Program Services | 1282156 | ProgramServices |
| Management And General | 1321396 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128011 | Total |
| Program Services | 128011 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45158176 | Total |
| Program Services | 42676964 | ProgramServices |
| Management And General | 2481212 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1443926 | Total |
| Program Services | 1425932 | ProgramServices |
| Management And General | 17994 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6605611 | Total |
| Program Services | 5556896 | ProgramServices |
| Management And General | 1048715 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3054471 | Total |
| Program Services | 2822444 | ProgramServices |
| Management And General | 232027 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76275 | Total |
| Management And General | 76275 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99623 | Total |
| Management And General | 99623 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34147 | Total |
| Management And General | 34147 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14543142 | Total |
| Program Services | 13758576 | ProgramServices |
| Management And General | 784566 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 414034 | Total |
| Program Services | 152656 | ProgramServices |
| Management And General | 261378 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4307708 | Total |
| Program Services | 3510515 | ProgramServices |
| Management And General | 797193 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 862157 | Total |
| Management And General | 862157 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9838937 | Total |
| Program Services | 9829271 | ProgramServices |
| Management And General | 9666 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 615926 | Total |
| Program Services | 519762 | ProgramServices |
| Management And General | 96164 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14865 | Total |
| Program Services | 14865 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1432028 | Total |
| Management And General | 1432028 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4335972 | Total |
| Program Services | 4101995 | ProgramServices |
| Management And General | 233977 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 823244 | Total |
| Program Services | 823244 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| MEDICAL SUPPLIES | 7651323 | 7651323 |
| BAD DEBT EXPENSE | 3886034 | 3886034 |
| MN CARE TAX | 1327300 | 1327300 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6652 | Total |
| Program Services | 6652 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109311485 | Total |
| Program Services | 99522967 | ProgramServices |
| Management And General | 9788518 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16523772 | BOY |
| EOY | 23671201 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 538852 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14465169 | BOY |
| EOY | 12838864 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2122472 | BOY |
| EOY | 2223813 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 713647 | BOY |
| EOY | 698775 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 91617141 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 51063836 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42260327 | BOY |
| EOY | 40553305 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19028743 | BOY |
| EOY | 18245366 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600586 | BOY |
| EOY | 559674 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2014538 | BOY |
| EOY | 2014538 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5724462 | BOY |
| EOY | 4300602 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103453716 | BOY |
| EOY | 105644990 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10673194 | BOY |
| EOY | 9944507 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31410310 | BOY |
| EOY | 30623237 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 327044 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4491967 | BOY |
| EOY | 1402534 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46575471 | BOY |
| EOY | 42297322 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56878245 | BOY |
| EOY | 63347668 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56878245 | BOY |
| EOY | 63347668 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103453716 | BOY |
| EOY | 105644990 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 5735819 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 733604 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4141674 | OtherCostOrOtherBasis |
| Book Value | 4141674 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 51893701 | OtherCostOrOtherBasis |
| Depreciation | 25883469 | Depreciation |
| Book Value | 26010232 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33233204 | OtherCostOrOtherBasis |
| Depreciation | 24377662 | Depreciation |
| Book Value | 8855542 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2348562 | OtherCostOrOtherBasis |
| Depreciation | 802705 | Depreciation |
| Book Value | 1545857 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 40553305 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ESTIMATED THIRD PARTY PAYOR SETTLEMENTS | $931,557 |
| DUE TO AFFILIATED ORGANIZATIONS | $470,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1402534 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 116364930 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -3886034 | OtherRevenues |
| Revenue Not Rptd F990 | -3886034 | RevenueNotRptdF990 |
| Revenue Subtotal | 120250964 | RevenueSubtotal |
| Investment Expenses Not Included | 34147 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -5237807 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -5203660 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 115047304 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 110786582 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 5395278 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 5395278 | ExpensesNotRptdF990 |
| Expenses Subtotal | 105391304 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 34147 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 3886034 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3920181 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 109311485 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE CORPORATION AND ITS CONSOLIDATED ENTITIES ARE ORGANIZED AS MINNESOTA NONPROFIT ENTITIES, EXCEPT FOR THE PHARMACY, AND ARE ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, ALL ENTITIES ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSE. THE CORPORATION FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990T) WITH THE IRS TO REPORT ITS UNRELATED BUSINESS TAXABLE INCOME. THE CORPORATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE CORPORATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE, IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE CORPORATION'S FEDERAL FORM 990T FILING FOR THE YEAR ENDING SEPTEMBER 30, 2011 IS SUBJECT TO FEDERAL TAX EXAMINATIONS BY TAX AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PROVISION FOR BAD DEBTS RECORDED IN REVENUE FOR FINANCIAL STATEMENTS -3,886,034. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS RECORDED IN FUND BALANCE FOR FINANCIAL STATEMENTS 157,471. COST OF GOODS SOLD RECORDED IN EXPENSES FOR FINANCIAL STATEMENTS -5,395,278. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD RECORDED IN EXPENSES FOR FINANCIAL STATEMENTS 5,395,278. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PROVISION FOR BAD DEBTS RECORDED IN REVENUE FOR FINANCIAL STATEMENTS 3,886,034. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent300 | X | Pcent300 |
| Free Disc Care Medically Indigent | 0 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 0 | ExpensesExceededBudget |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 694 | PersonsServed |
| Total Community Benefit Expense | 917000 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 917000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00870 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 18123128 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 11759969 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6363159 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06040 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 694 | PersonsServed |
| Total Community Benefit Expense | 19040128 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 11759969 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 7280159 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06910 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 8301 | PersonsServed |
| Total Community Benefit Expense | 133038 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 9618 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 123420 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00120 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 1945 | PersonsServed |
| Total Community Benefit Expense | 357960 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 357960 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00340 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1360531 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1337988 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 22543 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 10246 | PersonsServed |
| Total Community Benefit Expense | 1851529 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1347606 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 503923 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00480 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 10940 | PersonsServed |
| Total Community Benefit Expense | 20891657 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 13107575 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 7784082 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07390 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 40 | PersonsServed |
| Total Community Building Expense | 5071 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 5071 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 1254 | PersonsServed |
| Total Community Building Expense | 22857 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 22857 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 255 | PersonsServed |
| Total Community Building Expense | 9482 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 9482 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 21 | PersonsServed |
| Total Community Building Expense | 278 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 278 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 1570 | PersonsServed |
| Total Community Building Expense | 37688 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 37688 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReported |
| Bad Debt Expense | $3,886,034 | BadDebtExpenseAmount |
| Amount Attributable To | 1554414 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 17892795 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 19813316 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -1920521 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV
Name Of Entity NameOfEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 WINONA AREA AMBULANCE SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Ent Primary Activity | AMBULANCE SERVICES | DescriptionEntPrimaryActivity |
| Organization Profit Or Ownership | 0.50000 | OrganizationProfitOrOwnership |
| Officers Etc Profit Or Ownership | 0.50000 | OfficersEtcProfitOrOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINONA HEALTH SERVICES | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MANKATO AVENUE | AddressLine1 |
| City | WINONA | City |
| State | MN | State |
| ZIP Code | 55987 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.WINONAHEALTH.ORG | WebsiteAddress |
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Er24 Hours | X | Er24Hours |
| Other | URGENT CARE & 2 PROVIDER BASED CLINICS | Other |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINONA HEALTH SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| CHNA Conducted | 1 | CHNAConducted |
| Community Definition | X | CommunityDefinition |
| Community Demographics | X | CommunityDemographics |
| Existing Resources | X | ExistingResources |
| How Data Obtained | X | HowDataObtained |
| Community Health Needs | X | CommunityHealthNeeds |
| Other Health Issues | X | OtherHealthIssues |
| Identifying Process | X | IdentifyingProcess |
| Consulting Process | X | ConsultingProcess |
| Information Gaps | X | InformationGaps |
| Needs Assessment Conducted | 12 | NeedsAssessmentConducted |
| Take Into Account | 1 | TakeIntoAccount |
| Other Facilities | 0 | OtherFacilities |
| CHNA Widely Available | 1 | CHNAWidelyAvailable |
| Own Website | X | OwnWebsite |
| Other Method | X | OtherMethod |
| Adopt Implement Strategy | X | AdoptImplementStrategy |
| Execute Implement Strategy | X | ExecuteImplementStrategy |
| Develop Community Plan | X | DevelopCommunityPlan |
| Participate Community Plan | X | ParticipateCommunityPlan |
| Include Operational Plans | X | IncludeOperationalPlans |
| Prioritize Health Needs | X | PrioritizeHealthNeeds |
| Prioritize Services | X | PrioritizeServices |
| Other Needs Addressed | X | OtherNeedsAddressed |
| All Needs Addressed | 0 | AllNeedsAddressed |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTax |
| Eligibility Criteria Explained | 1 | EligibilityCriteriaExplained |
| Uses FPG Free | 1 | UsesFPGFree |
| FPG Free Percent | 200.000000000000 | FPGFreePercent |
| Uses FPG Discounted | 1 | UsesFPGDiscounted |
| FPG Discount Percent | 300.000000000000 | FPGDiscountPercent |
| Explains Basis | 1 | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Explains Application Method | 1 | ExplainsApplicationMethod |
| Includes Publicity Measures | 1 | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Posted In Emergency Room | X | PostedInEmergencyRoom |
| Posted In Admission Office | X | PostedInAdmissionOffice |
| Provided On Admission | X | ProvidedOnAdmission |
| Available On Request | X | AvailableOnRequest |
| Actions On Nonpayment | 1 | ActionsOnNonpayment |
| Collection Activities | 0 | CollectionActivities |
| Notify Before Discharge | X | NotifyBeforeDischarge |
| Notified All Patients | X | NotifiedAllPatients |
| Documented Determination | X | DocumentedDetermination |
| Nondiscrim Emergency Care Policy | 1 | NondiscrimEmergencyCarePolicy |
| Lowest Negotiated Rates | X | LowestNegotiatedRates |
| Amounts Generally Billed | 0 | AmountsGenerallyBilled |
| Gross Charges | 0 | GrossCharges |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 5 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (5 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| LAKE WINONA MANOR | ||||
| 865 MANKATO AVENUE | WINONA | MN | 55987 | SKILLED NURSING |
| WATKINS MANOR | ||||
| 175 E WABASHA STREET | WINONA | MN | 55987 | ASSISTED LIVING |
| ADITH MILLER MANOR | ||||
| 885 MANKATO AVENUE | WINONA | MN | 55987 | MEMORY CARE ASSISTED LIVING |
| ROGER METZ MANOR | ||||
| 875 MANKATO AVENUE | WINONA | MN | 55987 | MEMORY CARE ASSISTED LIVING |
| RUSHFORD CLINIC | ||||
| 109 W JESSIE ST | RUSHFORD | MN | 55971 | PRIMARY CARE CLINIC |
Form990 Schedule H Part VI Form990ScheduleHPartVI (16 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| PART I, LINE 6A: THE COMMUNITY BENEFIT REPORT IS INCLUDED IN THE ANNUAL REPORT AND SENT TO 28,000 HOUSEHOLDS. COMMUNITY BENEFIT INFORMATION IS LISTED IN QUARTERLY NEWSLETTERS AND ON THE WEBSITE. INFORMATION IS ALSO INCLUDED IN THE WAITING ROOMS. | ||
| PART I, LINE 7: CHARITY CARE EXPENSE WAS CONVERTED TO COST ON LINE 7A BASED ON AN OVERALL COST-TO-CHARGE RATIO ADDRESSING ALL PATIENT SEGMENTS. UNREIMBURSED MEDICAID ON LINE 7B WAS CALCULATED USING THE COSTING METHODS TO PREPARE THE COST REPORTS. COMMUNITY HEALTH IMPROVEMENT SERVICES, LINE 7E, HEALTH PROFESSIONS EDUCATION, LINE 7F, AND CASH AND IN-KIND DONATIONS, LINE 7K WERE ACTUAL EXPENSES COMPILED USING THE CBISA SOFTWARE. THE COST FOR SUBSIDIZED HEALTH SERVICES REPORTED ON LINE 7G WAS DETERMINED USING THE MEDICARE COST REPORT. | ||
| PART I, L7 COL(F): THE AMOUNT OF BAD DEBT EXPENSE REMOVED FROM TOTAL EXPENSES TO DETERMINE THE PERCENTAGE WAS $3,886,034. | ||
| PART II: COMMUNITY BUILDING ACTIVITIES ALLOW WINONA HEALTH SERVICES TO BETTER ASSIST THE COMMUNITY IT SERVES THROUGH BETTER PATIENT ACCESS, IMPROVING QUALITY OF CARE, AND ASSISTING THOSE VULNERABLE POPULATIONS IN A WAY THAT MAKES THEIR LIVELIHOOD A LITTLE EASIER AMONG OTHER THINGS. THESE ACTIVITIES ALSO ALLOW THE COMMUNITY AND STAFF TO BE BETTER PREPARED IF A DISASTER OR EMERGENCY WERE TO STRIKE. THESE ACTIVITIES ALLOW WINONA HEALTH SERVICES TO BE AS PREPARED AS POSSIBLE TO BEST ASSIST THE COMMUNITY WE SERVE.PROGRAMS LIKE HEALTHY KIDS CLUB INVOLVE SEVERAL COMMUNITY PARTNERS TO ADDRESS THIS HEALTH ISSUE IN OUR COMMUNITY, WITHOUT PUTTING THE FOCUS SPECIFICALLY ON WEIGHT LOSS. HEALTHY KIDS CLUB IS A FREE, FUN, COMMUNITY-WIDE PROGRAM DESIGNED TO ENCOURAGE CHILDREN AGES 5 TO 11 TO LIVE HEALTHY - FROM MAKING HEALTHFUL FOOD CHOICES TO MAINTAINING ACTIVE LIFESTYLES. AREA SCHOOLS AND NINE AREA NONPROFIT ORGANIZATIONS SUCH AS THE FAMILY YMCA, WINONA COUNTY PARKS AND RECREATION AND WINONA STATE UNIVERSITY ARE STRONG COMMUNITY PARTNERS. STAFF INVOLVEMENT IN BUILDING A HOME FOR HABITAT FOR HUMANITY COMPLIMENTS OUR MISSION TO TAKE CARE OF THOSE IN OUR COMMUNITY AND PROMOTES TEAM BUILDING WITHIN THE ORGANIZATION. INVOLVEMENT WITH LOCAL SCHOOLS THROUGH CAREER EXPLORATION AND TOURS OF OUR ORGANIZATION PROMOTES THE IMPORTANCE OF HEALTHCARE AND SERVING OUR COMMUNITY. WE EXIST TO CARE FOR THOSE WHO NEED US AND SHARE THIS MESSAGE WITH STUDENTS THINKING OF ENTERING THE HEALTHCARE FIELD. OUR STAFF WORKED CLOSELY WITH WINONA WORKFORCE CENTER TO HELP TRAIN THEIR CLIENTS AND SUPERVISE THEM IN VARIOUS JOBS. STAFF ALSO SPENT TIME AT THE SE REGIONAL HOSPITAL CONSORTIUM AT MAYO LEARNING HOW TO PREPARE FOR COMMUNITY EMERGENCIES. COMMUNITY OUTREACH IS SOMETHING ENCOURAGED FOR ALL STAFF BECAUSE IT'S NOT ONLY THE RIGHT THING TO DO, BUT IT IS PART OF OUR MISSION AS WELL. | ||
| PART III, LINE 4: BAD DEBT EXPENSE IS REPORTED AT CHARGES AS RECORDED BY THE ORGANIZATION.WHS DETERMINES BAD DEBT EXPENSE BY ESTIMATING WHAT MAY NOT BE COLLECTIBLE FROM PATIENT BALANCES AFTER TAKING INTO ACCOUNT APPROPRIATE DISCOUNTS AND PAYMENTS (UNINSURED DISCOUNT, ELIGIBLE CHARITY CARE DISCOUNTS/ADJUSTMENTS, AND PAYMENTS RECEIVED AND EXPECTED TO BE RECEIVED.) PAYMENTS ON ACCOUNTS THAT WERE WRITTEN OFF AS BAD DEBT REDUCES BAD DEBT EXPENSE IN THE CURRENT YEAR.WHS IS ESTIMATING THAT 40% OF BAD DEBT ACCOUNTS WOULD LIKELY QUALIFY FOR THE ORGANIZATION'S CHARITY CARE GUIDELINES IF THE PATIENT WOULD HAVE BEEN IDENTIFIED AND FOLLOWED THROUGH ON THE APPLICATION PROCESS. THIS PERCENTAGE IS BASED ON HISTORICAL KNOWLEDGE ON THOSE BEING PROVIDED APPLICATIONS AND THOSE ACTUALLY COMPLETING THE APPLICATIONS TO QUALIFY.THE FOOTNOTE TO THE ORGANIZATION'S FINANCIAL STATEMENTS THAT DESCRIBES BAD DEBT EXPENSES IS LOCATED IN FOOTNOTE 1 ON PAGE 8 OF THE ATTACHED FINANCIAL STATEMENTS. | ||
| PART III, LINE 8: WHS PROVIDES SERVICES TO PATIENTS UNDER THE MEDICARE PROGRAM KNOWING THEY WILL NOT RECOVER ALL THE COSTS ASSOCIATED WITH PROVIDING THESE SERVICES. PROVIDING THESE SERVICES IS ESSENTIAL TO THESE PATIENTS AND THE COMMUNITY AND INCREASES THEIR ACCESS TO HEALTHCARE SERVICES. THEREFORE, THE ENTIRE MEDICARE SHORTFALL IS CONSIDERED A COMMUNITY BENEFIT. THE ORGANIZATION REPORTED ONLY THOSE ALLOWABLE COSTS AND MEDICARE REIMBURSEMENTS REPORTED IN THE MEDICARE COST REPORT FOR THE YEAR.TOTAL REVENUE RECEIVED FROM MEDICARE IS THE GROSS REIMBURSEMENT PLUS SETTLEMENT. BOTH TOTAL REVENUE RECEIVED FROM MEDICARE AND THE MEDICARE ALLOWABLE COSTS ARE REPORTED FROM THE MEDICARE COST REPORT. THE MEDICARE COST REPORT IS COMPLETED BASED ON THE RULES AND REGULATIONS SET FORTH BY CENTERS FOR MEDICARE AND MEDICAID SERVICES. | ||
| PART III, LINE 9B: IN KEEPING WITH THE MISSION, VISION AND VALUES OF WINONA HEALTH SERVICES, OUR ORGANIZATION IS COMMITTED TO GIVING A PATIENT EVERY OPPORTUNITY TO PAY THEIR MEDICAL DEBT IN FULL OR TO MAKE ARRANGEMENTS BASED ON ORGANIZATIONAL POLICY. WHEN A PATIENT IS IN THE PROCESS OF APPLYING FOR FINANCIAL ASSISTANCE, WHETHER CHARITY CARE OR AN INTEREST FREE PAYMENT PLAN, THERE WILL BE NO COLLECTION EFFORTS. COLLECTION EFFORTS INCLUDE PHONE CONTACTS, LETTERS, PATIENT INTERVIEWS AND FILING A JUDGEMENT AGAINST THE PATIENT AND POTENTIAL GARNISHMENT OF WAGES. AFTER A DETERMINATION OF FINANCIAL ASSISTANCE, ANY PERSONAL PORTION DUE FOLLOWS THE SAME COLLECTION PROCEDURES AS OTHER ACCOUNTS. | ||
| PART V, SECTION B, LINE 3: TWO SURVEYS WERE CONDUCTED AND ARE IDENTIFIED AS SURVEY A AND SURVEY B:SURVEY A: SIX THOUSAND SURVEYS WERE MAILED TO THE GENERAL POPULATION RESIDING IN ZIP CODE 55987. RESPONDENTS RETURNED THEIR COMPLETED SURVEY IN A POSTAGE-PAID ENVELOPE TO AN INDEPENDENT TABULATION SITE LOCATED IN MINNEAPOLIS, MN. NEARLY 2000 SURVEYS WERE RETURNED AND THE RESPONSE RATE WAS 28%. SURVEY B: TWO HUNDRED SURVEYS WERE DISTRIBUTED TO THE IMMIGRANT POPULATION THROUGH A VARIETY OF METHODS INCLUDING DISTRIBUTION TO TARGETED HOUSEHOLDS, HOSTING FOCUS GROUPS AT CENTRAL LOCATIONS AND ONE-ON-ONE SURVEYING. THE SURVEYS WERE EITHER COMPLETED PRIVATELY OR BY ASSISTANCE FROM REPRESENTATIVES AND/OR TRANSLATORS OF PROJECT FINE. 30% OF THE IMMIGRANT POPULATION COMPLETED THE SURVEY. THE ASSESSMENT WAS DONE COLLABORATIVELY WITH WINONA HEALTH AND WINONA COUNTY PUBLIC HEALTH. THE MINNESOTA CENTER FOR HEALTH STATISTICS OF THE MINNESOTA DEPARTMENT OF HEALTH WAS CONTRACTED TO FACILITATE THE SURVEY PROCESS OF THE COMMUNITY HEALTH NEEDS ASSESSMENT OF WINONA COUNTY. OTHER INPUT CAME FROM PROJECT FINE, WINONA COUNTY UNITED WAY, LIVE WELL WINONA, WINONA CHAMBER OF COMMERCE, WINONA COMMUNITY FOUNDATION, WINONA STATE UNIVERSITY, ST. MARY'S UNIVERSITY AND STILL OTHER ORGANIZATIONS AND INDIVIDUALS INPUT THROUGH FOCUS GROUPS. | WINONA HEALTH SERVICES | |
| PART V, SECTION B, LINE 5C: THE COMMUNITY HEALTH NEEDS ASSESSMENT IS AVAILABLE ON THE ORGANIZATION'S WEBSITE AT: HTTP://WWW.WINONAHEALTH.ORG/2014/01/15/WINONA-HEALTH-COMPLETES-COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ | WINONA HEALTH SERVICES | |
| PART V, SECTION B, LINE 6I: THE IMPLEMENTATION STRATEGY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE: WWW.WINONAHEALTH.ORG | WINONA HEALTH SERVICES | |
| PART V, SECTION B, LINE 7: BINGE DRINKING WAS IDENTIFIED AS A NEED IN THE AREA. THIS WILL NOT BE ADDRESSED AS IT WAS DETERMINED TO BE A LOW PRIORITY ISSUE AND THE ORGANIZATION DOES NOT HAVE THE RESOURCES/BUDGET TO LOOK AT THIS ISSUE AT THE PRESENT TIME. | WINONA HEALTH SERVICES | |
| PART VI, LINE 2: WINONA HEALTH SERVICES (WHS) USES A VARIETY OF METHODS TO LISTEN TO ITS CUSTOMERS, AND THE METHODOLOGIES VARY BY CUSTOMER GROUPS. THE DEVELOPMENT OF MOST MAJOR SERVICES INCLUDES THE MEETING OF A COMMUNITY ADVISORY GROUP TO ASSESS OPERATIONS AND PLANS AND PROVIDE RECOMMENDATIONS TO THE LEADERSHIP TEAM. WHS ALSO USES POINT OF CARE FEEDBACK COMMENT CARDS, FOCUS GROUPS, ADVISORY COMMITTEES COMPRISED OF COMMUNITY INDIVIDUALS, AND WEB AND CONSUMER NEWSLETTER SURVEYS TO CAPTURE FEEDBACK FROM PATIENTS/RESIDENTS AND COMMUNITY. IMMEDIATE FEEDBACK IS OBTAINED FROM PATIENTS/RESIDENTS AND COMMUNITY THROUGH PRE- AND POST-SERVICE CALLS, ROUNDING, AND INFORMAL SURVEYS. WHS ALSO WORKS WITH LOCAL NON-PROFIT ORGANIZATIONS GATHERING FEEDBACK FROM LOCAL AGENCIES AND THEIR BOARDS TO ENSURE COMMUNITY NEEDS ARE BEING MET. WHS AND WINONA COUNTY PUBLIC HEALTH BEGAN WORKING ON THE COMMUNITY HEALTH NEEDS ASSESSMENT IN LATE FY 2012 AND THE REPORT WAS PUBLISHED DURING FY 2013. THE ENTIRE REPORT IS AVAILABLE ON THE WINONA HEALTH WEBSITE. | ||
| PART VI, LINE 3: WHS PLACES PAMPHLETS THAT CONTAIN INFORMATION ABOUT OUR CHARITY CARE PROGRAMS AND POLICIES THROUGHOUT THE ORGANIZATION, INCLUDING ALL PATIENT ACCESS AREAS. IN ADDITION, INFORMATION CAN BE FOUND ON OUR WEBSITE OR BY CALLING THE WHS BUSINESS OFFICE EITHER LOCALLY OR TOLL-FREE. WHS ALSO SENDS OUT A COVER LETTER WITH ALL FIRST TIME SELF-PAY STATEMENTS WHICH EXPLAINS OPTIONS FOR CHARITY CARE, GOVERNMENT PROGRAM ASSISTANCE, AND OUR UNINSURED DISCOUNT PROGRAM. IN ADDITION, THE WHS SOCIAL SERVICES DEPARTMENT AND/OR A CONTRACTED PATIENT ADVOCATE MAY MEET WITH IN-HOUSE OR RECENTLY DISCHARGED PATIENTS TO GO OVER ALL THE PAYMENT OPTIONS WHICH INCLUDE CHARITY CARE, GOVERNMENTAL PROGRAMS, OR OTHER ALTERNATIVE PAYMENT OPTIONS. FINALLY, WHS WORKS WITH THE COUNTY TO HELP INITIATE A SCREENING PROCESS FOR APPLYING FOR GOVERNMENTAL PROGRAMS BY OFFERING THE PATIENTS AN OPPORTUNITY TO LOCK IN AN EFFECTIVE DATE FOR THOSE PROGRAMS IF SUBSEQUENTLY FOUND ELIGIBLE. | ||
| PART VI, LINE 4: WHS DEFINES ITS PRIMARY SERVICE AREA AS THE ZIP CODE OF WINONA AND THE IMMEDIATE SURROUNDING AREA WITH A POPULATION BASE OF APPROXIMATELY 35,000 RESIDENTS. ITS SECONDARY SERVICE AREA ENCOMPASSES A 20-MILE RADIUS FROM WINONA REPRESENTING ANOTHER 12,000 RESIDENTS. WHS IS LOCATED BETWEEN TWO LARGE, WELL-KNOWN TERTIARY HEALTH CARE CENTERS, MAYO AND GUNDERSEN LUTHERAN. WHS HAS FOCUSED ON FULFILLING ITS COMMUNITY NEED: A FULL PRIMARY CARE FACILITY. WHS DEFINES ITSELF AS A PRIMARY CARE HEALTH SYSTEM AND PROVIDES ITS PATIENTS AND RESIDENTS CONNECTIONS TO TERTIARY LEVEL SERVICES TO MEET THEIR NEEDS REGIONALLY OR NATIONALLY, AS THE PATIENT CHOOSES. IN 2010, WINONA HAD A MEDIAN HOUSEHOLD INCOME OF $36,296 AND 22.3% OF PERSONS WERE BELOW THE POVERTY LEVEL. THE MAJORITY OF OUR PATIENTS LIVE IN WINONA WHICH HAS A POPULATION OF OVER 27,000 PEOPLE. APPROXIMATELY 20% OF OUR PATIENTS ARE UNINSURED AND/OR MEDICAID RECIPIENTS. | ||
| PART VI, LINE 5: WHS OFFERS EMERGENCY AND URGENT CARE, PRIMARY CARE FOR ALL AGES, SURGICAL AND SPECIALTY CARE, INPATIENT CARE, AND SENIOR SERVICES. OUR BOARD IS COMPRISED OF PHYSICIANS AND PRIMARILY COMMUNITY MEMBERS. THE BOARD AND MEDICAL STAFF ARE INVOLVED IN OUR STRATEGIC PLANNING WHICH FOCUSES ON THE HEALTH OF OUR COMMUNITY MEMBERS. TO MEET THE NEEDS OF OUR COMMUNITY, THE HOSPITAL EXTENDS PRIVILEGES TO MEDICAL STAFF THAT ARE QUALIFIED THROUGH LICENSURE IN THE STATE OF MINNESOTA. WE ARE INVOLVED IN SEVERAL ON-SITE AND OFF-SITE HEALTH FAIRS OFFERING FREE BLOOD PRESSURE CHECKS, GLUCOSE SCREENINGS AND STAFF EXPERTISE ON HEALTH QUESTIONS. WE ALSO PROVIDE FREE COMMUNITY HEALTH TALKS FOR COMMUNITY MEMBERS ON CERTAIN HEALTH TOPICS. EXCESS FUNDS ARE REINVESTED AND USED FOR PATIENT CARE AND FACILITY UPGRADES.ADDITIONAL PROGRAMS THAT BENEFIT THE COMMUNITY INCLUDE:HEALTH PROFESSIONAL TRAINING: WINONA HEALTH SERVICES WORKS CLOSELY WITH NURSE AND HEALTH PROFESSIONAL EDUCATION PROGRAMS AT WINONA STATE UNIVERSITY, ST. MARY'S UNIVERSITY AND SOUTHEAST TECHNICAL COLLEGE. ALONG WITH TRAINING LPNS AND RNS ON SITE, OTHER STUDENTS GOING INTO FIELDS OF ATHLETIC TRAINING, SOCIAL WORK, NUTRITION, LAB, RADIOLOGY, PHYSICAL THERAPY AND BIO MED ARE ALSO EDUCATED AND MENTORED ON SITE. APPROXIMATELY 1,890 STUDENTS WORK WITH STAFF IN THE FOLLOWING DEPARTMENTS: MEDICAL/SURGICAL/PEDIATRIC UNIT, FAMILY BIRTH CENTER, INTENSIVE CARE UNIT, EMERGENCY DEPARTMENT, LAB, RADIOLOGY, SOCIAL WORKERS, PHYSICAL AND OCCUPATIONAL THERAPY AND BIO MED.PREVENTIVE CARE: WHS ENCOURAGES PREVENTIVE CARE THROUGH A NUMBER OF RESOURCES. WINONA HEALTH ONLINE IS A FREE WEB-TOOL THAT ALLOWS PATIENTS TO HAVE ACCESS TO THEIR WINONA HEALTH SERVICES RECORDS ANYTIME, ANYWHERE WITH AN INTERNET CONNECTION. PATIENTS CAN DOCUMENT THEIR HEALTH HISTORY, ACCESS DIABETES AND ASTHMA MANAGEMENT PROGRAMS, RECEIVE LAB TEST RESULTS, AND TRACK WELLNESS ACTIVITIES. WINONA HEALTH SERVICES OFFERS A NUMBER OF EDUCATIONAL OPPORTUNITIES FOR THE COMMUNITY, FROM CPR CLASSES TO FREE OR LOW-COST SCREENINGS INCLUDING PROSTATE CANCER, CHOLESTEROL, DEPRESSION, AND MAMMOGRAMS. WHS IS THE MAIN SPONSOR FOR A COMMUNITY-WIDE DIABETES EXPO. COMMUNITY HEALTH TALKS PROVIDE INDIVIDUALS WITH EDUCATIONAL INFORMATION ON A VARIETY OF HEALTH TOPICS AND ARE FREE THROUGHOUT THE YEAR. THE WINONA HEALTH SERVICES OCCUPATIONAL HEALTH DEPARTMENT PRESENTS VARIOUS PREVENTIVE PROGRAMS GEARED TOWARD BUSINESS LEADERS AND HR PROFESSIONALS. THE DEPARTMENT TEAMS UP WITH PHYSICIANS AND LOCAL EXPERTS TO PROVIDE INFORMATION ON A WIDE VARIETY OF BUSINESS-RELATED TOPICS SUCH AS DRUG USE IN THE WORK PLACE, ERGONOMICS, WORKER'S COMPENSATION AND MORE. THESE ARE FREE AND WELL-ATTENDED. THE STAFF ALSO PARTICIPATES IN MANY COMMUNITY COLLABORATIVE HEALTHCARE EVENTS.EMPLOYEE HEALTH: THE HEALTHY U PROGRAM IS A HEALTH MANAGEMENT INCENTIVE INITIATIVE DESIGNED TO SUPPORT AND ENCOURAGE HEALTHY ACTIVITIES FOR OUR EMPLOYEES AND FAMILIES. THE PROGRAM REINFORCES THE EMPHASIS ON PREVENTION, AIMING TO IMPROVE THEIR HEALTH AND WELL-BEING. WELLNESS EVALUATIONS BY A CERTIFIED HEALTH ADVISOR ARE OFFERED FREE TO STAFF. EMPLOYEES CAN EARN CREDITS TIED TO COMPLETION OF PREDETERMINED ACTIVITIES SPECIFIC TO THEIR HEALTH GOALS WHICH COULD RESULT IN AN UP TO $600 SAVINGS IN HEALTH PLAN PREMIUMS. IN ITS SIXTH YEAR, HEALTHY KIDS CLUB IS A COMMUNITY-WIDE PROGRAM FOR CHILDREN 5-11 AND FOCUSES ON TEACHING CHILDREN THE IMPORTANCE OF HEALTH AND WELLNESS AT AN EARLY AGE. COLLABORATING WITH OTHER ORGANIZATIONS IN THE COMMUNITY, THE PROGRAM IS FREE AND HAS SERVICED OVER 3,800 CHILDREN AND FAMILIES, PROVIDED OVER 4,200 HEALTHY SNACKS SINCE ITS OFFICIAL INCEPTION IN 2007. WHS HAS SPENT OVER $100,000 ON THIS ACTIVITY SINCE 1996. AREA SCHOOLS AND NINE AREA NONPROFIT ORGANIZATIONS SUCH AS THE FAMILY YMCA, WINONA COUNTY PARKS AND RECREATION AND WINONA STATE UNIVERSITY ARE STRONG COMMUNITY PARTNERS. EMERGENCY CARE: WHS PROVIDES 24-HOUR-A-DAY, 365-DAYS-PER-YEAR EMERGENCY CARE TO THE COMMUNITY. IT EMPLOYS SEVEN FULL-TIME PHYSICIANS AND SEVERAL MID-LEVEL PROVIDERS AS THE SERVICE CONTINUES TO GROW. WINONA HEALTH SERVICES HAS EXCELLENT RELATIONS WITH NEIGHBORING TERTIARY FACILITIES AND TRANSPORTS PATIENTS AS NEEDED TO LA CROSSE AND ROCHESTER.COMMUNITY RELATIONS: WHS WORKS WITH AREA NONPROFIT ORGANIZATIONS TO SUPPORT HEALTH AND YOUTH-RELATED ACTIVITIES. ITS INVOLVEMENT INCLUDES SENDING PROFESSIONALS TO SPEAK TO CIVIC AND SCHOOL GROUPS. IN FY 2013, STAFF SPOKE TO 2,345 INDIVIDUALS THROUGH OUR OUTREACH SPEAKER'S BUREAU. WINONA HEALTH SERVICES VACCINATED OVER 603 INDIVIDUALS AT SPECIALLY-SCHEDULED FLU SHOT CLINICS. IN ADDITION, WHS STAFF DELIVERED MEALS-ON-WHEELS TO COMMUNITY MEMBERS THROUGH A LOCAL MEAL DELIVERY PROGRAM AND DONATE THE USE OF THEIR LAND TO A LOCAL GARDEN GROUP WHICH ALLOWED FOR 40 GARDEN PLOTS FOR COMMUNITY MEMBERS TO GROW THEIR OWN FOOD. STAFF MEMBERS ARE ALSO INVOLVED IN SEVERAL NON-PROFIT COMMITTEES, DONATING THEIR TIME TO HELP OUR COMMUNITY. COMMUNITY EDUCATION: WHS'S COMMUNITY EDUCATION PROGRAMMING INCLUDES FREE OR REDUCED-FEE CLASSES ON CHILDBIRTH AND PARENTING, SUPPORT GROUPS FOR BREASTFEEDING, CARDIO-PULMONARY RESUSCITATION, HEALTH CARE DIRECTIVES DIABETES PREVENTION, FIRST AID, AND SMOKING CESSATION. IN FY 2013, WHS SERVED 814 INDIVIDUALS THROUGH THESE CLASSES. STAFF AT LOCAL HEALTH FAIRS SERVED 1,198 INDIVIDUALS, OFTEN OFFERING FREE BLOOD SUGAR AND BLOOD PRESSURE SCREENINGS. VOLUNTEERS FROM THE WH AUXILIARY OFFER FREE HEALTHCARE DIRECTIVES EDUCATIONAL SESSIONS THROUGHOUT THE YEAR. | ||
| MN | REPORTS FILED WITH STATES | PART VI, LINE 7 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| WINONA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 5838 | WINONA | MN | 55987 | 237079002 | 501(C)(3) | 10000 | WELLNESS CENTER |
| WINONA COMMUNITY FOUNDATION | |||||||
| 51 EAST 4TH STREET | WINONA | MN | 55987 | 363500853 | 501(C)(3) | 10000 | BIKE PATH |
| WINONA HEALTH FOUNDATION | |||||||
| 855 MANKATO AVENUE | WINONA | MN | 55987 | 411879744 | 501(C)(3) | 8296 | GENRAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: WINONA HEALTH SERVICES WILL REVIEW SOLICITATIONS FROM OTHER LEGALLY RECOGNIZED, TAX-EXEMPT NONPROFIT ORGANIZATIONS WHOSE WORK BENEFITS THE COMMUNITY BASED ON THE FOLLOWING: A. THE REQUEST ADDRESSES A COMMUNITY HEALTH OR WELLNESS ISSUE. B. THE REQUEST BENEFITS AREA YOUTH IN THE AREAS OF HEALTH AND WELLNESS. C. THE REQUEST SUPPORTS A PROJECT DIRECTLY BENEFITING THE COMMUNITY AND ALIGNED WITH WINONA HEALTH SERVICES' MISSIONS/VISION/VALUES. D. THE REQUEST SUPPORTS KEY WINONA HEALTH SERVICES BUSINESS AND MARKETING STRATEGIES. E. PRIORITY WILL BE GIVEN TO LOCAL NONPROFIT ORGANIZATIONS. F. TYPICALLY, ONLY ONE REQUEST WILL BE AWARDED TO A NONPROFIT IN A GIVEN YEAR. ALL DONATION REQUESTS WILL BE DIRECTED TO THE MARKETING COMMUNICATIONS DEPARTMENT FOR PROCESSING. A. STAFF WILL REVIEW THE REQUEST BASED ON THE ABOVE CRITERIA AND BUDGET PARAMETERS, WITH KEY DONATION DETERMINED YEARLY DURING THE BUDGETING PROCESS. B. THE FOLLOWING PROCESSES WILL BE USED TO REVIEW DONATION REQUESTS: 1. STAFF MAY PROCESS ALL DONATIONS APPROVED DURING THE BUDGETING PROCESS AND THOSE THAT MEET THE CRITERIA AND ARE LESS THAN $500 WITHOUT ADDITIONAL APPROVAL. 2. REQUESTS MEETING THE CRITERIA AND BETWEEN $500-$1,000 OR THOSE REQUESTS THAT REQUIRE FURTHER REVIEW SHOULD BE DISCUSSED WITH THE PRESIDENT/CEO BEFORE RECEIVING APPROVAL. 3. DONATION REQUESTS ABOVE $1,000 OR REQUESTS FOR MULTI-YEAR FUNDING SHOULD GO TO THE BOARD OF DIRECTOR'S PR/MARKETING COMMITTEE FOR REVIEW AND APPROVAL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT BIRDSALL MD | ||||||||||||||
| DIRECTOR | 318875 | 0 | 7307 | 0 | 0 | 0 | 34216 | 0 | 27887 | 0 | 388285 | 0 | 0 | 0 |
| MATTHEW BROGHAMMER MD | ||||||||||||||
| DIRECTOR | 370586 | 0 | 7182 | 0 | 0 | 0 | 42514 | 0 | 23533 | 0 | 443815 | 0 | 0 | 0 |
| RICHARD FERRIS MD | ||||||||||||||
| DIRECTOR | 224450 | 0 | 7182 | 0 | 0 | 0 | 20847 | 0 | 23533 | 0 | 276012 | 0 | 0 | 0 |
| DANIEL PARKER MD | ||||||||||||||
| DIRECTOR/CHIEF OF STAFF | 216821 | 0 | 7182 | 0 | 0 | 0 | 20160 | 0 | 25306 | 0 | 269469 | 0 | 0 | 0 |
| RACHELLE HEISING-SCHULTZ | ||||||||||||||
| PRESIDENT/CEO/DIRECTOR | 367056 | 0 | 70512 | 0 | 7556 | 0 | 43708 | 0 | 31470 | 0 | 520302 | 0 | 0 | 0 |
| MICHAEL ALLEN | ||||||||||||||
| CFO/TREASURER (THRU 8/29/13) | 212670 | 0 | 30284 | 0 | 3912 | 0 | 24210 | 0 | 26820 | 0 | 297896 | 0 | 0 | 0 |
| SARA GABRICK | ||||||||||||||
| CNO | 150201 | 0 | 21440 | 0 | 0 | 0 | 14912 | 0 | 24937 | 0 | 211490 | 0 | 0 | 0 |
| WAYNE KELLY MD | ||||||||||||||
| FAMILY PRACTICE/ER PHYSICIAN | 328535 | 0 | 96427 | 0 | 0 | 0 | 38247 | 0 | 23533 | 0 | 486742 | 0 | 0 | 0 |
| LEROY TROMBETTA MD | ||||||||||||||
| GENERAL SURGEON | 369420 | 0 | 23393 | 0 | 0 | 0 | 43868 | 0 | 24880 | 0 | 461561 | 0 | 0 | 0 |
| AMARJIT VIRDI MD | ||||||||||||||
| ANESTHESIOLOGIST | 374504 | 0 | 0 | 0 | 0 | 0 | 37413 | 0 | 23533 | 0 | 435450 | 0 | 0 | 0 |
| RUTH MOES MD | ||||||||||||||
| ANESTHESIOLOGIST | 328832 | 0 | 50 | 0 | 36011 | 0 | 39141 | 0 | 19061 | 0 | 423095 | 0 | 0 | 0 |
| BRETT WHYTE MD | ||||||||||||||
| EMERGENCY PHYSICIAN | 345232 | 0 | 2388 | 0 | 10080 | 0 | 43893 | 0 | 23533 | 0 | 425126 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 4B | THE FOLLOWING INDIVIDUALS RECEIVED EMPLOYER CONTRIBUTIONS TO A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: MATTHEW BROGHAMMER $10,302 SCOTT BIRDSALL $ 126 THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IS AVAILABLE TO EXECUTIVES, PHYSICIANS, AND MID-LEVEL PROVIDERS AS DETERMINED BY THE BOARD OF DIRECTORS. IT IS FUNDED BY EMPLOYER CONTRIBUTIONS, AND EMPLOYEES ARE VESTED WITHIN FIVE YEARS. AN ALTERNATIVE PLAN IS AVAILABLE WHICH IS FUNDED BY EMPLOYEE CONTRIBUTIONS AND NOT SUBJECT TO FORFEITURE. |
| PART I, LINE 7 | SCOTT BIRDSALL, MD, MATTHEW BROGHAMMER, MD, RICHARD FERRIS, MD, AND DANIEL PARKER, MD RECEIVED RETENTION BONUSES OF $9,409 EACH FOR THE PURCHASE OF WINONA CLINIC LTD. LEROY TROMBETTA RECEIVED A PRODUCTION BONUS OF $25,593. MATTHEW BROGHAMMER RECEIVED A PRODUCTION BONUS OF $37,500. WAYNE KELLY RECEIVED A PRODUCTION BONUS OF $21,830. MICHAEL ALLEN RECEIVED A BONUS OF $30,284. SARA GABRICK RECEIVED A BONUS OF $21,440. RACHELLE HEISING-SCHULTZ RECEIVED A BONUS OF $69,789. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CITY OF WINONA | ||||||||
| A | 416005651 | 975232CE7 | 2012-05-04 | 19887849 | REFUND REVENUE BONDS ISSUED 7/16/2004 | 0 | 0 | 0 |
| CITY OF WINONA | ||||||||
| B | 416005651 | 975232BQ1 | 2007-07-31 | 12779904 | SEE BELOW FOR COMPLETE DESCRIPTION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount RetiredAmountRetired | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 19887849 | 1555683 | 356781 | 17975385 | 2012 | 1 | 0 | 0 | 0 | ||
| B | 12779904 | 927843 | 167030 | 6344845 | 2007 | 1 | 0 | 1 | 1 | 1980250 | 5340000 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE K PART IV, ARBITRAGE, LINE 2C | DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CITY OF WINONA DATE THE REBATE COMPUTATION WAS PERFORMED: 08/14/2012 |
| PART I, LINE B: | SCHEDULE K INCLUDES THE ALLOCABLE SHARE OF THE SERIES 2007 TAX-EXEMPT BOND. THE REMAINING SHARE IS REPORTED ON RELATED ORGANIZATION SCHEDULE K, WINONA SENIOR SERVICES, EIN - 41-1936536. | |
| PART I, LINE B, COLUMN (F): | REFUNDING OF PRIOR REVENUE BONDS ORIGINALLY ISSUED 8/1/2000 AND 7/1/2004 AND RENOVATION AND ACQUISITION OF PROPERTY ON SARNIA STREET AND PARKS AVENUE. | |
| PART II, LINE 11(A): | THE AMOUNT REPORTED ON LINE 11 REPRESENTS THE AMOUNT OF PROCEEDS USED TO REFUND PRIOR BONDS ISSUED IN 2004. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| HIAWATHA BROADBAND COMMUNICATIONS INC | |||
| ONE BOARD MEMBER IS OWNER & ONE BOARD MEMBER IS ON THE BOARD OF HBC, INC. | 126413 | PURCHASE OF TELEPHONE AND CABLE SERVICES | 0 |
| WINONA AGENCY | |||
| OWNED BY BOARD MEMBER | 265727 | PURCHASE OF INSURANCE | 0 |
| MARIE OLSEN WAGNER | |||
| SPOUSE OF BOARD MEMBER | 88593 | COMPENSATION AND BENEFITS AS AN EMPLOYEE | 0 |
| HEIDI FERRIS | |||
| SPOUSE OF BOARD MEMBER | 39418 | COMPENSATION AND BENEFITS AS AN EMPLOYEE | 0 |
| SARNIA REALTY | |||
| OWNED BY TWO BOARD MEMBERS | 1160078 | PROPERTY LEASE | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | 1. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR TRANSACTING THE BUSINESS OF THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN MEETINGS OF THE FULL BOARD SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. 2. THE COMMITTEE SHALL ACT ON MATTERS WHICH CANNOT REASONABLY AWAIT ACTION BY THE FULL BOARD OF DIRECTORS. 3. OTHER MATTERS MAY BE DELEGATED TO THE EXECUTIVE COMMITTEE BY THE BOARD OF DIRECTORS, FOR EXAMPLE: - RECRUITMENT, SELECTION, AND EVALUATION OF THE CEO; - REVIEW AND APPROVAL OF A SENIOR EXECUTIVE DEVELOPMENT PLAN AND A CEO SUCCESSION PLAN; - REVIEW AND APPROVAL OF THE INCENTIVE EXPECTATIONS FOR THE EXECUTIVE STAFF; - REVIEW AND APPROVAL OF THE EXECUTIVE COMPENSATION COMMITTEE'S RECOMMENDATIONS; 4. CONDUCT OTHER ACTIVITIES WITHIN THE SCOPE OF THE COMMITTEE'S PURPOSE AND AUTHORITY AS THE BOARD MAY FROM TIME TO TIME DETERMINE; 5. PERIODICALLY REVIEW THE COMMITTEE CHARTER AND MAKE RECOMMENDATIONS TO THE BOARD WITH REGARD TO ANY CHANGES TO THE CHARTER THAT THE COMMITTEE BELIEVES WOULD BE DESIRABLE. | |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING INDIVIDUALS HAVE BUSINESS RELATIONSHIPS: SCOTT BIESANZ WITH KEN MOGREN GARY EVANS WITH HUGH MILLER SCOTT BIRDSALL, RACHELLE HEISING-SCHULTZ AND STEVE BLUE RACHELLE HEISING-SCHULTZ WITH GARY EVANS MATT BROGHAMMER WITH DAN PARKER | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS REVIEWED INITIALLY BY THE CFO AND DIRECTOR OF FINANCIAL OPERATIONS. IT IS THEN REVIEWED BY THE EXECUTIVE COMMITTEE BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS SENIOR LEADERS, DIRECTORS, OFFICERS AND BOARD COMMITTEE MEMBERS. THE POLICY IS SIGNED ANNUALLY AND REVIEWED BY THE CEO FOR CONFLICTS. ANY CONFLICTS ARE BROUGHT TO THE BOARD FOR DISCUSSION. IF A BOARD MEMBER HAS A POTENTIAL CONFLICT, THEY MUST ABSTAIN FROM VOTING. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE HAS A PROCESS IN PLACE FOR DETERMINING COMPENSATION FOR THE CEO AND CFO BASED ON RESULTS OF A COMPENSATION STUDY, APPROVAL AND DOCUMENTATION BY THE BOARD/COMMITTEE MEMBERS AND THE USE OF INDEPENDENT CONSULTING EVERY 3 YEARS. THE BOARD REVIEWS COMPENSATION FOR THESE INDIVIDUALS ANNUALLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO ATTACHED TO THE FORM 990. | |
| FORM 990, PART IX, LINE 11G | COLLECTION AGENCY FEES: PROGRAM SERVICE EXPENSES 507,504. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 507,504. CONSULTING FEES: PROGRAM SERVICE EXPENSES 396,242. MANAGEMENT AND GENERAL EXPENSES 16,079. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 412,321. CONTRACTED PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 2,969,740. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,969,740. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 7,704,670. MANAGEMENT AND GENERAL EXPENSES 726,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,430,670. PROVIDER RECRUITING: PROGRAM SERVICE EXPENSES 439,153. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 439,153. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 1,171,676. MANAGEMENT AND GENERAL EXPENSES 42,487. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,214,163. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 569,591. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 569,591. | OTHER FEES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WINONA SENIOR SERVICES INC | |||||||||||
| 855 MANKATO AVENUE | WINONA | MN | 55987 | 411936536 | LONG-TERM CARE | MN | 501(C)(3) | LINE 3 | WINONA HEALTH SERVICES | 1 | |
| WINONA HEALTH FOUNDATION | |||||||||||
| 855 MANKATO AVENUE | WINONA | MN | 55987 | 411879744 | FUNDRAISING | MN | 501(C)(3) | LINE 7 | WINONA HEALTH SERVICES | 1 | |
| WINONA HEALTH PHYSICIAN CLINICS | |||||||||||
| 420 E SARNIA | WINONA | MN | 55987 | 411767741 | HEALTH CARE SERVICES | MN | 501(C)(3) | LINE 9 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WINONA SENIOR SERVICES INC | ||
| O | 77931 | DUE TO/FROM NET CHANGE IN BALANCE |
| WINONA SENIOR SERVICES INC | ||
| S | 9960291 | DUE TO/FROM NET CHANGE IN BALANCE |
| WINONA SENIOR SERVICES INC | ||
| R | 10564873 | DUE TO/FROM NET CHANGE IN BALANCE |
| WINONA HEALTH FOUNDATION | ||
| C | 162216 | DUE TO/FROM NET CHANGE IN BALANCE |
| WINONA HEALTH FOUNDATION | ||
| O | 170798 | DUE TO/FROM NET CHANGE IN BALANCE |
| WINONA HEALTH FOUNDATION | ||
| Q | 59022 | DUE TO/FROM NET CHANGE IN BALANCE |
| WINONA HEALTH FOUNDATION | ||
| S | 703901 | DUE TO/FROM NET CHANGE IN BALANCE |